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
ELIZABETH RUDDICK NUGENT FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)125 3RD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, IN47201
A Employer identification number

35-6049600
B Telephone number (see instructions)

(812) 376-1981
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$10,336,599J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,523 1,523  
4 Dividends and interest from securities... 183,811 183,811  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,057,780
b Gross sales price for all assets on line 6a 5,023,211
7 Capital gain net income (from Part IV, line 2)... 1,057,780
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 17,666    
12 Total. Add lines 1 through 11........ 1,260,780 1,243,114  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,300 1,980   1,320
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 168 0 0 168
b Accounting fees (attach schedule)....... Click to see attachment 1,578 0 0 1,578
c Other professional fees (attach schedule).... Click to see attachment 57,594 57,594   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,400     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 66,040 59,574 0 3,066
25 Contributions, gifts, grants paid....... 361,690 361,690
26 Total expenses and disbursements. Add lines 24 and 25 427,730 59,574 0 364,756
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 833,050
b Net investment income (if negative, enter -0-) 1,183,540
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. -21,263    
2 Savings and temporary cash investments......... 295,827 265,132 265,132
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment6,918,322 8,076,113
c Investments—corporate bonds (attach schedule).......   Click to see attachment1,949,164 1,995,354
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 8,006,803   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,281,367 9,132,618 10,336,599
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 41,757 9,132,618
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 8,239,610  
29 Total net assets or fund balances (see instructions)..... 8,281,367 9,132,618
30 Total liabilities and net assets/fund balances (see instructions). 8,281,367 9,132,618
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
8,281,367
2
Enter amount from Part I, line 27a .....................
2
833,050
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
21,263
4
Add lines 1, 2, and 3 ..........................
4
9,135,680
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,062
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,132,618
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 97.153 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-01-13
b 52.946 BNY MELLON INTERNATIONAL BOND FUND CLASS   2020-01-08 2020-01-13
c 164.244 BAIRD CORE PLUS BOND INST   2015-01-27 2020-01-13
d 179.466 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-01-13
e 105.397 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-01-13
77.508 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-09-12 2020-01-13
221.924 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-01-08 2020-01-13
31.203 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-01-13
14. ISHARES RUSSELL 2000 INDEX FD   2020-01-08 2020-01-13
36. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2016-08-18 2020-01-13
205.294 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-01-13
399.524 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-01-13
50.483 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-01-10 2020-01-13
111.562 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2020-01-08 2020-01-13
140.504 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2018-10-02 2020-01-13
272.928 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-01-13
79.133 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-01-10 2020-01-13
14.955 VANGUARD 500 INDEX FUND CL ADM #540   1998-12-07 2020-01-13
19. VANGUARD VALUE ETF   2020-01-08 2020-01-13
44.621 VIRTUS SEIX FLOATING RT HIGH INC - I   2014-10-14 2020-01-13
218.182 BAIRD CORE PLUS BOND INST   2015-01-27 2020-03-19
508.799 BAIRD CORE PLUS BOND INST   2020-01-08 2020-03-19
5722.351 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-03-19
8774.133 METROPOLITAN WEST T/R BOND-I #512   2020-01-08 2020-03-19
10614.196 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2019-01-10 2020-03-19
152.867 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2020-01-08 2020-03-19
3552. VANGUARD VALUE ETF   2019-01-10 2020-03-19
138. VANGUARD VALUE ETF   2020-01-08 2020-03-19
61.05 VIRTUS SEIX FLOATING RT HIGH INC - I   2020-01-08 2020-03-19
8633.253 VIRTUS SEIX FLOATING RT HIGH INC - I   2017-07-21 2020-03-19
10875.729 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2014-10-14 2020-04-21
1351.172 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-05-27
515.296 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2020-01-08 2020-05-27
86. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2020-01-08 2020-05-27
63. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-05-27
680.04 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2020-01-08 2020-05-27
46.265 VANGUARD 500 INDEX FUND CL ADM #540   1998-12-17 2020-05-27
37.25 VANGUARD 500 INDEX FUND CL ADM #540   2020-01-08 2020-05-27
241.637 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-07-15
72.616 BNY MELLON INTERNATIONAL BOND FUND CLASS   2014-10-14 2020-07-15
72.061 BNY MELLON INTERNATIONAL BOND FUND CLASS   2020-01-08 2020-07-15
440.775 BAIRD CORE PLUS BOND INST   2015-01-27 2020-07-15
245.97 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-07-15
246.728 BLACKROCK MULTI-ASSET INCOME INSTL   2020-01-08 2020-07-15
143.686 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2020-01-08 2020-07-15
145.946 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-07-15
147.98417 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-09-12 2020-07-15
111.73483 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-09-12 2020-07-15
289.18 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-01-08 2020-07-15
315.534 CREDIT SUISSE COMM RET STRATEGY INSTL   2014-10-14 2020-07-15
361.624 RICHARD BERNSTEIN EATON VANCE ALL ASSET STRATEGY FUND CL I   2020-05-27 2020-07-15
161.803 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I   2020-05-27 2020-07-15
43.158 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-07-15
42.389 GOLDMAN SACHS TR EMG MKTS INSTL CL   2020-01-08 2020-07-15
42. ISHARES RUSSELL 2000 INDEX FD   2020-01-08 2020-07-15
96. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-07-15
558.571 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2020-01-08 2020-07-15
892.337 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-07-15
118.536 PRINCIPAL REAL ESTATE SECURITIES FUND   2020-01-08 2020-07-15
20.958 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-04-16 2020-07-15
440.56 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2019-04-16 2020-07-15
745.407 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2020-01-08 2020-07-15
217.478 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-04-16 2020-07-15
54.046 VANGUARD 500 INDEX FUND CL ADM #540   2005-10-14 2020-07-15
544.814 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-07-23
235.506 BNY MELLON INTERNATIONAL BOND FUND CLASS   2014-10-14 2020-07-23
930.403 BAIRD CORE PLUS BOND INST   2015-01-27 2020-07-23
705.343 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-07-23
529.002 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-07-23
75.118 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-07-23
34. ISHARES RUSSELL 2000 INDEX FD   2019-09-12 2020-07-23
2. ISHARES RUSSELL 2000 INDEX FD   2018-05-08 2020-07-23
6527. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-07-23
139. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-09-12 2020-07-23
126.097 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-02-12 2020-07-23
4861.241 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2020-03-19 2020-07-23
26200.749 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2019-07-19 2020-07-23
2734.621 VANGUARD 500 INDEX FUND CL ADM #540   2008-10-29 2020-07-23
1069.844 VANGUARD 500 INDEX FUND CL ADM #540   2020-03-19 2020-07-23
1120.529 BAIRD CORE PLUS BOND INST   2015-01-27 2020-08-11
737.298 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-08-11
2377.076 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-08-11
372. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2020-07-23 2020-08-11
574.556 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-07-19 2020-08-11
402. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-09-02
47. AT&T INC.   2020-07-23 2020-11-24
29. ABBOTT LABORATORIES   2020-07-23 2020-11-24
24. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-11-24
9. ASHLAND GLOBAL HOLDINGS   2020-07-23 2020-11-24
19. BANK OF AMERICA CORP.   2020-07-23 2020-11-24
9. CANADIAN NATIONAL RAILWAY CA   2020-07-23 2020-11-24
15. CATERPILLAR INCORPORATED   2020-09-02 2020-11-24
20. CHEVRON CORPORATION   2020-07-23 2020-11-24
29. CISCO SYSTEMS   2020-07-23 2020-11-24
10. DIGITAL RLTY TR INC   2020-07-23 2020-11-24
9. WALT DISNEY CO.   2020-07-23 2020-11-24
9. ECOLAB INC   2020-07-23 2020-11-24
38. FASTENAL CO.   2020-07-23 2020-11-24
19. FIRST REP BK SAN FRANCISCO CALIF   2020-07-23 2020-11-24
19. GILEAD SCIENCES INC   2020-07-23 2020-11-24
10. GOLDMAN SACHS GROUP INC   2020-07-23 2020-11-24
10. HONEYWELL INTERNATIONAL INC   2020-07-23 2020-11-24
38. INTEL CORPORATION   2020-07-23 2020-11-24
20. JP MORGAN CHASE   2020-07-23 2020-11-24
10. JOHNSON & JOHNSON   2020-07-23 2020-11-24
28. KELLOGG COMPANY   2020-07-23 2020-11-24
10. LOWES COMPANIES INCORPORATED   2020-07-23 2020-11-24
9. MICROSOFT CORPORATION   2020-07-23 2020-11-24
19. PAYCHEX INC   2020-07-23 2020-11-24
9. PEPSICO INCORPORATED   2020-07-23 2020-11-24
38. PFIZER INCORPORATED   2020-07-23 2020-11-24
10. PROCTER & GAMBLE COMPANY   2020-07-23 2020-11-24
10. QUALCOMM INCORPORATED   2020-07-23 2020-11-24
19. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017   2020-07-23 2020-11-24
2. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2020-07-23 2020-11-24
29. CHARLES SCHWAB CORP   2020-07-23 2020-11-24
29. UTILITES SELECT SECTOR SPDR   2020-07-23 2020-11-24
9. STRYKER CORPORATION   2020-07-23 2020-11-24
28. TJX COS INC   2020-07-23 2020-11-24
9. TARGET CORP COM   2020-07-23 2020-11-24
10. VISA INC CL A   2020-07-23 2020-11-24
9. EATON CORPORATION PLC EI   2020-07-23 2020-11-24
.372 VIATRIS INC   2020-07-23 2020-11-25
253. VIATRIS INC   2020-07-23 2020-11-30
256.507 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-12-07
41. AT&T INC.   2020-07-23 2020-12-07
20. ABBOTT LABORATORIES   2020-07-23 2020-12-07
15. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-12-07
12. ASHLAND GLOBAL HOLDINGS   2020-07-23 2020-12-07
210.069 BNY MELLON INTERNATIONAL BOND FUND CLASS   2014-10-14 2020-12-07
447.402 BAIRD CORE PLUS BOND INST   2015-01-27 2020-12-07
18. BANK OF AMERICA CORP.   2020-07-23 2020-12-07
3. BLACKROCK INC   2020-07-23 2020-12-07
527.066 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-12-07
295.745 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-12-07
93.319 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2020-01-08 2020-12-07
223.84 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-09-12 2020-12-07
11. CANADIAN NATIONAL RAILWAY CA   2020-07-23 2020-12-07
6. CATERPILLAR INCORPORATED   2020-09-02 2020-12-07
12. CHEVRON CORPORATION   2020-07-23 2020-12-07
27. CISCO SYSTEMS   2020-07-23 2020-12-07
2. CINTAS CORPORATION   2020-07-23 2020-12-07
388.581 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-11-24 2020-12-07
285.022 CREDIT SUISSE COMM RET STRATEGY INSTL   2014-10-14 2020-12-07
11. DIGITAL RLTY TR INC   2020-07-23 2020-12-07
11. WALT DISNEY CO.   2020-07-23 2020-12-07
407.332 RICHARD BERNSTEIN EATON VANCE ALL ASSET STRATEGY FUND CL I   2020-11-24 2020-12-07
7. ECOLAB INC   2020-07-23 2020-12-07
34. FASTENAL CO.   2020-07-23 2020-12-07
218.845 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I   2020-11-24 2020-12-07
18. FIRST REP BK SAN FRANCISCO CALIF   2020-07-23 2020-12-07
17. GILEAD SCIENCES INC   2020-07-23 2020-12-07
4. GOLDMAN SACHS GROUP INC   2020-07-23 2020-12-07
92.125 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-12-07
7. HONEYWELL INTERNATIONAL INC   2020-07-23 2020-12-07
31. INTEL CORPORATION   2020-07-23 2020-12-07
48. ISHARES RUSSELL 2000 INDEX FD   2018-05-08 2020-12-07
12. JP MORGAN CHASE   2020-07-23 2020-12-07
9. JOHNSON & JOHNSON   2020-07-23 2020-12-07
23. KELLOGG COMPANY   2020-07-23 2020-12-07
689.814 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-12-07
5. LOWES COMPANIES INCORPORATED   2020-07-23 2020-12-07
763.57 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-12-07
184.706 METROPOLITAN WEST T/R BOND-I #512   2020-11-24 2020-12-07
9. MICROSOFT CORPORATION   2020-07-23 2020-12-07
16. PAYCHEX INC   2020-07-23 2020-12-07
9. PEPSICO INCORPORATED   2020-07-23 2020-12-07
31. PFIZER INCORPORATED   2020-07-23 2020-12-07
151.682 PRINCIPAL REAL ESTATE SECURITIES FUND   2015-09-11 2020-12-07
11. PROCTER & GAMBLE COMPANY   2020-07-23 2020-12-07
6. QUALCOMM INCORPORATED   2020-07-23 2020-12-07
16. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017   2020-07-23 2020-12-07
172.08713 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-12-07
750.59987 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-12-07
4. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2020-07-23 2020-12-07
20. CHARLES SCHWAB CORP   2020-07-23 2020-12-07
24. UTILITES SELECT SECTOR SPDR   2020-07-23 2020-12-07
1. SHERWIN WILLIAMS CO EFFECTIVE 06/05/2017   2020-11-24 2020-12-07
9. STRYKER CORPORATION   2020-07-23 2020-12-07
27. TJX COS INC   2020-07-23 2020-12-07
12. TARGET CORP COM   2020-07-23 2020-12-07
230.729 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-07-19 2020-12-07
9. VISA INC CL A   2020-07-23 2020-12-07
11. EATON CORPORATION PLC EI   2020-07-23 2020-12-07
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,570   3,720 850
b 804   807 -3
c 1,907   1,853 54
d 1,985   2,030 -45
e 1,055   1,074 -19
1,980   2,000 -20
1,023   1,028 -5
391   404 -13
2,306   2,318 -12
3,697   2,463 1,234
3,213   3,250 -37
4,383   4,407 -24
1,415   1,142 273
1,758   1,767 -9
7,589   6,581 1,008
3,070   3,267 -197
849   834 15
4,541   1,656 2,885
2,272   2,274 -2
376   396 -20
2,420   2,461 -41
5,643   5,853 -210
60,485   63,118 -2,633
92,743   95,494 -2,751
126,840   155,001 -28,161
1,827   2,421 -594
300,014   308,849 -8,835
11,656   15,774 -4,118
416   514 -98
58,792   74,194 -15,402
140,188   156,175 -15,987
51,615   51,736 -121
19,684   22,828 -3,144
8,157   8,764 -607
5,976   5,766 210
33,648   35,364 -1,716
13,006   5,111 7,895
10,472   11,186 -714
10,642   9,252 1,390
1,088   1,229 -141
1,079   1,098 -19
5,364   4,972 392
2,588   2,782 -194
2,596   2,716 -120
1,428   1,434 -6
1,451   1,487 -36
2,918   3,819 -901
2,203   2,884 -681
1,131   1,339 -208
1,234   2,146 -912
5,341   5,146 195
1,531   1,502 29
514   558 -44
505   530 -25
6,173   6,758 -585
9,589   8,786 803
7,965   8,428 -463
10,360   9,842 518
2,826   3,260 -434
500   527 -27
22,891   20,918 1,973
7,722   8,064 -342
2,392   2,303 89
16,103   5,943 10,160
24,157   20,861 3,296
3,594   3,985 -391
11,407   10,495 912
7,491   7,977 -486
5,301   5,384 -83
914   972 -58
5,017   5,339 -322
295   315 -20
654,544   448,541 206,003
13,939   13,037 902
3,034   2,805 229
255,555   197,105 58,450
1,377,373   1,251,682 125,691
817,241   241,414 575,827
319,723   241,100 78,623
13,715   12,640 1,075
7,425   7,503 -78
27,740   26,219 1,521
125,363   119,947 5,416
6,326   6,148 178
52,618   37,351 15,267
1,372   1,403 -31
3,120   2,921 199
2,763   2,230 533
699   701 -2
542   463 79
995   867 128
2,643   2,221 422
1,895   1,808 87
1,234   1,371 -137
1,347   1,453 -106
1,357   1,057 300
1,971   1,883 88
1,859   1,744 115
2,545   2,179 366
1,152   1,441 -289
2,354   2,026 328
2,069   1,535 534
1,790   2,293 -503
2,441   1,965 476
1,437   1,502 -65
1,762   1,908 -146
1,557   1,459 98
1,917   1,829 88
1,774   1,390 384
1,294   1,222 72
1,390   1,458 -68
1,384   1,261 123
1,451   897 554
2,394   2,404 -10
725   645 80
1,429   1,019 410
1,859   1,759 100
2,169   1,760 409
1,805   1,489 316
1,606   1,100 506
2,118   1,972 146
1,103   842 261
6     6
4,303   42 4,261
13,331   9,822 3,509
1,217   1,224 -7
2,162   2,015 147
1,842   1,394 448
893   935 -42
3,433   3,621 -188
5,467   5,047 420
520   439 81
2,098   1,732 366
5,835   5,954 -119
3,058   3,009 49
2,199   2,382 -183
5,274   5,814 -540
1,188   1,060 128
1,076   888 188
1,094   1,085 9
1,190   1,276 -86
726   605 121
1,690   1,801 -111
1,240   1,964 -724
1,502   1,599 -97
1,684   1,292 392
6,371   6,086 285
1,564   1,465 99
1,637   1,560 77
2,173   2,111 62
2,321   2,064 257
1,043   1,289 -246
952   810 142
1,170   1,189 -19
1,477   1,075 402
1,586   1,871 -285
9,034   7,562 1,472
1,459   1,179 280
1,347   1,351 -4
1,437   1,567 -130
11,423   10,920 503
749   729 20
8,911   8,422 489
2,156   2,156  
1,930   1,829 101
1,490   1,170 320
1,315   1,222 93
1,255   1,189 66
3,983   3,252 731
1,509   1,388 121
947   538 409
1,970   2,024 -54
2,039   2,060 -21
8,895   8,985 -90
1,476   1,290 186
1,016   702 314
1,495   1,455 40
707   739 -32
2,142   1,760 382
1,764   1,436 328
2,089   1,467 622
2,545   2,469 76
1,911   1,775 136
1,301   1,029 272
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
      19,534
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       850
b       -3
c       54
d       -45
e       -19
      -20
      -5
      -13
      -12
      1,234
      -37
      -24
      273
      -9
      1,008
      -197
      15
      2,885
      -2
      -20
      -41
      -210
      -2,633
      -2,751
      -28,161
      -594
      -8,835
      -4,118
      -98
      -15,402
      -15,987
      -121
      -3,144
      -607
      210
      -1,716
      7,895
      -714
      1,390
      -141
      -19
      392
      -194
      -120
      -6
      -36
      -901
      -681
      -208
      -912
      195
      29
      -44
      -25
      -585
      803
      -463
      518
      -434
      -27
      1,973
      -342
      89
      10,160
      3,296
      -391
      912
      -486
      -83
      -58
      -322
      -20
      206,003
      902
      229
      58,450
      125,691
      575,827
      78,623
      1,075
      -78
      1,521
      5,416
      178
      15,267
      -31
      199
      533
      -2
      79
      128
      422
      87
      -137
      -106
      300
      88
      115
      366
      -289
      328
      534
      -503
      476
      -65
      -146
      98
      88
      384
      72
      -68
      123
      554
      -10
      80
      410
      100
      409
      316
      506
      146
      261
      6
      4,261
      3,509
      -7
      147
      448
      -42
      -188
      420
      81
      366
      -119
      49
      -183
      -540
      128
      188
      9
      -86
      121
      -111
      -724
      -97
      392
      285
      99
      77
      62
      257
      -246
      142
      -19
      402
      -285
      1,472
      280
      -4
      -130
      503
      20
      489
       
      101
      320
      93
      66
      731
      121
      409
      -54
      -21
      -90
      186
      314
      40
      -32
      382
      328
      622
      76
      136
      272
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,057,780
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 16,451
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 16,451
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 16,451
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 13,051
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFIRST FINANCIAL BANK Telephone no.bullet (812) 376-1981

    Located atbullet125 3RD STREETCOLUMBUSIN ZIP+4bullet47201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM A HELMBRECHT SECRETARY/TREASURER
    2     		550    
    5138 IMPERIAL DR
    COLUMBUS,IN47203
    RICHARD H WEAVER DIRECTOR
    2     		550    
    2750 SYCAMORE ST
    COLUMBUS,IN47203
    A SAMUEL PENTZER PRESIDENT
    2     		550    
    6097 HORIZON DR
    COLUMBUS,IN47201
    DIANE BRADLEY DIRECTOR
    2     		550    
    2584 CHESTNUT ST
    COLUMBUS,IN47203
    STEVE CAROTHERS DIRECTOR
    2     		550    
    13470 W OLD NASHVILLE RD
    COLUMBUS,IN47201
    JAMES W HOLLAND DIRECTOR
    2     		550    
    201 WASHINGTON
    COLUMBUS,IN47201
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FIRST FINANCIAL BANK FINANCIAL 59,172
    300 HIGH STREET
    HAMILTON,OH45011
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,117,019
    b
    Average of monthly cash balances.......................
    1b
    190,049
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,307,068
    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
    9,307,068
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    139,606
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,167,462
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    458,373
    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
    458,373
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,451
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,451
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    441,922
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    441,922
    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
    441,922
    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
    364,756
    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
    364,756
    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
    364,756
    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 7 441,922
    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...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 23,868
    fTotal of lines 3a through e........ 23,868
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 364,756
    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..... 364,756
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 23,868 23,868
    (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 0
    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 ..........     		53,298
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    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).)
    NONE
    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 e-mail address of the person to whom applications should be addressed:
    LYNDA GARBER TRUST OFFICER
    FIRST FINANCIAL BANK 125 3RD ST
    COLUMBUS,IN47201
    (812) 376-1981
    LYNDA.GARBER@BANKATFIRST.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING PURPOSE OF ORGANIZATION AND NATURE OF REQUEST.
    cAny submission deadlines:
    PRIOR TO ANNUAL MEETING
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    CASA
    PO BOX 2107
    COLUMBUS,IN47202     		NONE PUBLIC UNRESTRICTED 10,000
    BARTHOLOMEW COUNTY HUMANE
    SOCIETY INC
    4415 E 200 S
    COLUMBUS,IN472021088     		NONE PUBLIC UNRESTRICTED 3,000
    TURNING POINT
    PO BOX 103
    COLUMBUS,IN47202     		NONE PUBLIC UNRESTRICTED 11,300
    JUST FRIENDS INC
    900 LINDSAY ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 12,000
    FOUNDATION FOR YOUTH
    405 HOPE AVE
    COLUMBUS,IN472016435     		NONE PUBLIC BIG BROTHER, BIG SISTER 17,000
    FIRST CHRISTIAN CHURCH
    531 5TH STREET
    COLUMBUS,IN472016224     		NONE PUBLIC UNRESTRICTED 4,000
    HAPPY HOLLOW CHILDREN'S CAMP
    615 N ALABAMA ST SUITE 134
    INDIANAPOLIS,IN462041431     		NONE PUBLIC UNRESTRICTED 3,000
    IU FOUNDATION
    4601 CENTRAL AVE
    COLUMBUS,IN47203     		NONE PUBLIC UNRESTRICTED 54,000
    HOSPICE OF SOUTH CENTRAL INDIANA
    2626 EAST 17TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC BROADWAY 22,500
    COLUMBUS ROTARY CLUB
    P O BOX 1091
    COLUMBUS,IN47202     		NONE PUBLIC KINDERGARTNERS COURT I LIKE 2,000
    GRACIE GLOBAL INC
    2440 W CARSON ST
    TORRANCE,CA90501     		NONE PUBLIC UNRESTRICTED 1,790
    MILL RACE CENTER
    900 LINDSEY ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 12,000
    FAMILY SERVICES
    PO BOX 1002
    COLUMBUS,IN472021002     		NONE PUBLIC UNRESTRICTED 20,000
    LOVE CHAPEL
    311 CENTER ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 15,000
    SALVATION ARMY
    6060 CASTLEWAY WEST
    INDIANAPOLIS,IN46250     		NONE PUBLIC UNRESTRICTED 7,500
    LANDMARKS COLUMBUS
    PO BOX 1547
    COLUMBUS,IN472021547     		NONE PUBLIC UNRESTRICTED 5,000
    INDIANAPOLIS SYMPHONY ORCHESTRA
    32 E WASHINGTON ST
    INDIANAPOLIS,IN46204     		NONE PUBLIC UNRESTRICTED 4,000
    PAL
    PO BOX 174
    COLUMBUS,IN47202     		NONE PUBLIC UNRESTRICTED 3,000
    UNITED CEREBRAL PALSY
    6270 CORPORATE DR
    INDIANAPOLIS,IN46278     		NONE PUBLIC UNRESTRICTED 5,000
    COLUMBUS SYMPHONY ORCHESTRA
    PO BOX 1992
    COLUMBUS,IN472021992     		NONE PUBLIC UNRESTRICTED 2,500
    CLARITY
    PO BOX 2215
    COLUMBUS,IN47202     		NONE PUBLIC UNRESTRICTED 5,000
    GLEANERS FOODBANK OF IN
    3737 WALDMERE AVE
    INDIANAPOLIS,IN46241     		NONE PUBLIC UNRESTRICTED 5,000
    ACCESS ABILTIY
    1531 13TH ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 5,000
    DEVELOPMENTAL SERVICES INC
    2920 10TH ST
    COLUMUBS,IN47201     		NONE PUBLIC UNRESTRICTED 18,000
    RONALD MCDONALD HOUSE OF INDIANA
    435 LIMESTONE ST
    INDIANAPOLIS,IN46202     		NONE PUBLIC UNRESTRICTED 6,000
    KIDSCOMMON
    309 WASHINGTON ST
    COLUMBUS,IN47201     		NONE PUBLIC PURCHASE OF ACTIVITY KITS 7,500
    HOOSIER TRAILS COUNCIL
    BOY SCOUTS OF AMERICA
    5625 EAST STATE ROAD 46
    BLOOMINGTON,IN474019233     		NONE PUBLIC UNRESTRICTED 5,000
    BARTHOLOMEW COUNTY SCHOOL FDT
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE PUBLIC PURCHASE OF MASKS AND 2,100
    CITY OF COLUMBUS
    123 WASHINGTON ST
    COLUMBUS,IN47201     		NONE GOVERNMENTAL UNIT ELECRCITY OF LIGHTS HOLIDAY 1,500
    SONS OF AMERICAN LEGION
    2515 25TH ST
    COLUMBUS,IN47201     		NONE PUBLIC WREATHS ACROSS BARTHOLMEW 1,500
    SHOP WITH A COP FOP 89
    PO BOX 204
    COLUMBUS,IN472020204     		NONE PUBLIC UNRESTRICTED 5,000
    GREATER SEYMOUR TRUST FUND
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 1,500
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN STREET SUITE 200
    INDIANAPOLIS,IN46204     		NONE PUBLIC UNRESTRICTED 9,000
    AMERICAN RED CROSS
    1531 13TH ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 12,000
    COLUMBUS CHILD CARE CENTER
    715 MCCLURE ROAD
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 11,000
    LINCOLN CENTRAL NEIGHBORHOOD
    FAMILY CENTER
    1039 SYCAMORE ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 21,000
    FIRST PRESBYTERIAN CHURCH
    512 SEVENTH STREET
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 3,000
    COLUMBUS REGIONAL HEALTH FOUNDATION
    2400 E 17TH ST
    COLUMBUS,IN47201     		NONE PUBLIC VOLUNTEERS IN MEDICINE 9,000
    THRIVE ALLIANCE
    1531 13TH ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 6,000
    COLUMBUS AREA CHAMBER OF COMMERCE
    500 FRANKLIN ST
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 3,000
    HERITAGE FUND
    538 FRANKLIN STREET
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 5,000
    COLUMBUS INDIANA ARCHITECTURAL ARCHIVES
    536 FIFTH STREET
    COLUMBUS,IN47201     		NONE PUBLIC UNRESTRICTED 5,000
    Total .................................bullet 3a 361,690
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,523  
    4 Dividends and interest from securities....     14 183,811  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,057,780  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   1,260,780  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,260,780
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,578     1,578

    TY 2020 ContractorCompensationExpln
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Contractor Explanation
    FIRST FINANCIAL BANK INVESTMENT ADVISORY AND TAX PREPARATION

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BNY MELLON INTERNATIONAL BOND 211,055 215,607
    BAIRD CORE PLUS BOND INST 318,941 344,474
    BLACKROCK STRATEGIC INCOME OPP 189,345 194,375
    FEDERATED HERMES INSTL HIGH YI 129,550 138,291
    GOLDMAN SACHS TR EMG MKTS INST 75,249 74,896
    METROPOLITAN WEST #512 649,210 672,436
    VANGUARD S-T FEDERAL FUND CL A 154,810 160,845
    CREDIT SUISSE COMM RET STRATEG 221,004 194,430

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 77,452 74,632
    ABBOTT LABORATORIES 130,748 142,118
    APPLE COMPUTER INCORPORATED 90,218 128,842
    ASHLAND GLOBAL HOLDINGS 57,490 58,450
    BANK OF AMERICA CORP 28,036 34,857
    BLACKROCK INC 96,988 121,219
    CATERPILLAR INCORPORATED 51,532 63,343
    CHEVRON CORP 68,611 64,098
    CISCO SYSTEMS 79,744 75,493
    CINTAS CORPORATION 41,423 48,424
    DIGITAL RLTY TR INC 99,544 95,564
    WALT DISNEY CO 79,265 122,297
    ECOLAB INC 88,307 91,304
    FASTENAL CO 97,746 104,008
    FIRST REPUBLIC BANK 134,298 172,055
    GILEAD SCIENCES INC 81,582 62,688
    GOLDMAN SACHS GROUP INC 55,704 72,520
    HONEYWELL INTERNATIONAL INC 71,243 98,693
    INTEL CORPORATION 119,066 98,295
    JP MORGAN CHASE & CO 75,637 97,844
    JOHNSON & JOHNSON COMPANY 82,282 86,244
    KELLOGG COMPANY 101,373 92,598
    LOWES COMPANIES INC 43,029 47,350
    MICROSOFT CORPORATION 122,314 133,897
    PAYCHEX INC 72,482 92,341
    PEPSICO INCORPORATED 77,417 84,531
    PFIZER INCORPORATED 75,691 72,626
    PROCTER & GAMBLE COMPANY 86,406 95,311
    QUALCOMM INCORPORATED 34,097 57,889
    QUEST DIAGNOSTICS 126,756 119,408
    CHARLES SCHWAB CORP 45,591 68,846
    SPDR UTILITIES SELECT SECTOR 91,445 94,552
    SHERWIN WILLIAMS CO 32,711 38,950
    STRYKER CORPORATION 115,570 144,819
    TJX COS INC 92,593 118,893
    TARGET CORP COM 91,535 132,221
    VISA INC CL A 108,052 119,864
    CANADIAN NATIONAL RAILWAY CA 68,119 77,664
    EATON CORPORATION PLC ID IRELA 67,180 86,261
    ISHARES RUSSELL 2000 INDEX FD 447,027 599,748
    S&P 500 DEPOSITARY RECEIPTS (S 78,030 90,479
    OPPENHEIMER DEVELOPING MARKET 577,190 867,068
    BROWN ADVISORY SMALL-CAP FUNDA 426,849 479,892
    LAZARD INTL STRATEGIC EQUITY 625,842 732,384
    T ROWE PRICE OVERSEAS STOCK FD 681,576 699,213
    BLACKROCK MULTI-ASSET INCOME # 372,604 372,757
    EATON VANCE ALL ASSET STRATEGY 345,181 394,346
    PRINCIPAL REAL ESTATE SECURITI 204,746 249,217

    TY 2020 LegalFeesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 168     168


    TY 2020 OtherDecreasesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Description Amount
    WASH SALE ADJUSTMENT 3,062


    TY 2020 OtherIncomeSchedule2
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 17,666 0  


    TY 2020 OtherIncreasesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Description Amount
    BOOK VALUE ADJUSTMENT 21,263


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 57,594 57,594    


    TY 2020 TaxesSchedule
    Name:
    ELIZABETH RUDDICK NUGENT FOUNDATION
    EIN:
    35-6049600
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 3,400 0   0