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 11-01-2020 , and ending 10-31-2021
Name of foundation
THE THOMAS J EVANS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 4217
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEWARK, OH430584217
A Employer identification number

31-6055767
B Telephone number (see instructions)

(740) 349-8276
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$33,261,133J 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) 4,200
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 369,354 369,354  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,018,569
b Gross sales price for all assets on line 6a 5,423,467
7 Capital gain net income (from Part IV, line 2)... 2,018,569
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 27,336 27,336  
12 Total. Add lines 1 through 11........ 2,419,459 2,415,259  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 86,566 0   86,566
14 Other employee salaries and wages...... 87,354 0   87,354
15 Pension plans, employee benefits....... 5,116 0   5,116
16a Legal fees (attach schedule)......... Click to see attachment 10,140 630   9,510
b Accounting fees (attach schedule)....... Click to see attachment 840 0   0
c Other professional fees (attach schedule).... Click to see attachment 117,781 75,112   41,025
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 31,841 2,692   20,149
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 43,565 0   43,565
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 38,005 0   27,988
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 421,208 78,434   321,273
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 421,208 78,434   321,273
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,998,251
b Net investment income (if negative, enter -0-) 2,336,825
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 669,915 3,626,646 3,626,646
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,539,485 Click to see attachment5,608,190 14,196,882
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,728,737 Click to see attachment2,996,708 5,055,645
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment9,801,738 Click to see attachment10,506,582 Click to see attachment10,381,960
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 20,739,875 22,738,126 33,261,133
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 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........ 20,739,875 22,738,126
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 20,739,875 22,738,126
30 Total liabilities and net assets/fund balances (see instructions). 20,739,875 22,738,126
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
20,739,875
2
Enter amount from Part I, line 27a .....................
2
1,998,251
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,738,126
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,738,126
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 0.789 VIATRIS INC P   2020-11-25
b 2282.372 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL P   2021-01-13
c 152.57 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM P   2021-01-13
d 564.446 VANGUARD SAMLL-CAP VALUE INDEX ADMIRAL SHS P   2021-01-13
e 2655.972 VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX P   2021-01-13
297.519 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM P   2021-02-17
167.212 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL P   2021-02-17
144.351 VANGUARD SAMLL-CAP VALUE INDEX ADMIRAL SHS P   2021-02-17
1141.879 VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX P   2021-02-17
300 AMERICAN EXPRESS CO P   2021-02-18
297 VIATRIS INC P   2021-02-18
550 DUPONT DE NEMOURS INC P   2021-02-18
1000 SYSCO CORPORATION P   2021-02-18
1400 EXXON MOBIL CORPORATION P   2021-02-18
1500 VANGUARD COMMUNICATION SERVICES ETF P   2021-02-18
900 NOVARTIS AG SPONSORED ADR P   2021-05-07
2350 AT&T INC P   2021-05-07
1136.401 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL P   2021-06-24
192.448 VANGUARD SMALL-CAP VALUE INDEX ADMIRAL SHS P   2021-06-24
405 PEPSICO INC P   2021-06-25
734 PROCTER & GAMBLE COMPANY P   2021-06-25
388 ESTEE LAUDER COMPANIES INC CLASS A P   2021-06-25
359 VANGUARD REAL ESTATE ETF P   2021-06-25
350 ORGANON & CO P   2021-06-25
1700 ROYAL DUTCH SHELL PLC SPONSORED ADR CLASS A P   2021-06-25
650 NOVARTIS AG SPONSORED ADR P   2021-06-25
1149 VERIZON COMMUNICATIONS INC P   2021-06-25
3400 CORNING INC P   2021-06-25
1195 GENUINE PARTS COMPANY P   2021-06-25
950 AIR PRODUCTS & CHEMICALS INC P   2021-10-01
2329 NEXTERA ENERGY INC P   2021-10-01
802.5 VANGUARD EMERGING MARKETS STOCK INDEX FD ADM P   2021-10-25
16597.299 VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL P   2021-10-25
449.932 VANGUARD SMALL-CAP VALUE INDEX ADMIRAL SHS P   2021-10-25
2326.204 VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX P   2021-10-25
622 CLOROX COMPANY P   2021-10-26
100 HOME DEPOT INC P   2021-10-26
242 SCHLUMBERGER LIMITED P   2021-10-26
146 SHERWIN-WILLIAMS COMPANY P   2021-10-26
750 UNION PACIFIC CORPORATION P   2021-10-26
300 ADOBE INC P   2021-10-26
157 ECOLAB INC P   2021-10-26
145 CHEVRON CORP P   2021-10-26
682 CONOCOPHILLIPS P   2021-10-26
137 VANGUARD REAL ESTATE ETF P   2021-10-26
500 MERCK & COMPANY INC (NEW) P   2021-10-26
583 NEXTERA ENERGY INC P   2021-10-26
53 AMERICAN TOWER CORPORATION REIT P   2021-10-26
1100 BANK OF AMERICA CORP P   2021-10-26
9000 INTEL CORPORATION P   2021-10-26
6000 AT&T INC P   2021-10-26
1700 ABBVIE INC P   2021-10-26
100 BANK OF AMERICA CORP P   2021-10-26
35 SCHLUMBERGER LIMITED P   2021-10-26
50 TARGET CORPORATION P   2021-10-26
50 MERCK & COMPANY INC (NEW) P   2021-10-26
1700 CISCO SYSTEMS INC P   2021-10-26
4400 US BANCORP (DE) P   2021-10-26
1905 GENUINE PARTS COMPANY P   2021-10-26
(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 13   15 -2
b 35,742   26,407 9,335
c 6,634   4,710 1,924
d 36,779   24,662 12,117
e 351,491   211,421 140,070
13,885   9,184 4,701
2,682   1,935 747
9,809   6,252 3,557
161,781   89,797 71,984
39,115   19,990 19,125
5,434   5,500 -66
39,406   35,222 4,184
76,374   31,823 44,551
73,043   122,108 -49,065
198,668   110,548 88,120
77,818   65,221 12,597
75,195   84,899 -9,704
18,819   16,001 2,818
14,289   8,335 5,954
58,979   15,916 43,063
97,591   33,519 64,072
116,876   57,345 59,531
37,190   29,553 7,637
10,293   9,034 1,259
71,006   123,978 -52,972
60,179   41,815 18,364
64,644   67,700 -3,056
139,042   58,270 80,772
150,328   109,867 40,461
248,066   64,610 183,456
182,658   189,464 -6,806
34,451   34,249 202
278,005   247,464 30,541
34,595   22,766 11,829
339,184   260,881 78,303
100,224   108,383 -8,159
36,501   3,250 33,251
8,167   8,175 -8
44,826   41,455 3,371
177,815   10,542 167,273
190,954   77,822 113,132
34,781   33,498 1,283
16,213   15,538 675
51,367   42,108 9,259
14,926   11,278 3,648
40,539   26,888 13,651
49,023   43,411 5,612
14,965   14,095 870
51,991   16,030 35,961
448,359   99,393 348,966
153,473   177,270 -23,797
184,487   101,424 83,063
4,724   1,457 3,267
1,181   1,182 -1
12,821   3,421 9,400
4,052   2,673 1,379
93,715   53,343 40,372
273,259   110,279 162,980
255,040   161,522 93,518
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       -2
b       9,335
c       1,924
d       12,117
e       140,070
      4,701
      747
      3,557
      71,984
      19,125
      -66
      4,184
      44,551
      -49,065
      88,120
      12,597
      -9,704
      2,818
      5,954
      43,063
      64,072
      59,531
      7,637
      1,259
      -52,972
      18,364
      -3,056
      80,772
      40,461
      183,456
      -6,806
      202
      30,541
      11,829
      78,303
      -8,159
      33,251
      -8
      3,371
      167,273
      113,132
      1,283
      675
      9,259
      3,648
      13,651
      5,612
      870
      35,961
      348,966
      -23,797
      83,063
      3,267
      -1
      9,400
      1,379
      40,372
      162,980
      93,518
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 2,018,569
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 32,482
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 32,482
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 32,482
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 32,699
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 32,699
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 94
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 10 123
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet123 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSARAH R WALLACE Telephone no.bullet (740) 349-8276

    Located atbullet25 E WALNUT STNEWARKOH ZIP+4bullet43055
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    SARAH R WALLACE CHAIR
    5.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    JOHN H WALLACE PRESIDENT
    2.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    LOUELLA H REESE TREASURER
    2.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    SALLY W HECKMAN SECRETARY
    2.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    GILBERT H REESE TRUSTEE
    2.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    MEGAN R EDWARDS TRUSTEE
    2.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    JENNIFER ROBERTS EXEC DIRECTOR
    22.00     		0 0 0
    25 E WALNUT ST PO BOX 4217
    NEWARK,OH430584217
    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
    JENNIFER ROBERTS EXECUTIVE DIRECTOR
    22.00     		86,566 0 0
    25 E WALNUT ST
    NEWARK,OH43055
    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
    PARK NATIONAL BANK INVESTMENT ADVISOR 75,112
    50 N THIRD ST
    NEWARK,OH43055
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    20,549,999
    b
    Average of monthly cash balances.......................
    1b
    41,359
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,591,358
    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
    20,591,358
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    308,870
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    20,282,488
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,014,124
    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
    1,014,124
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    32,482
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    32,482
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    981,642
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    981,642
    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
    981,642
    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
    321,273
    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
    791,704
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,112,977
    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
    1,112,977
    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 7 981,642
    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...... 1,822,788
    b From 2016......  
    c From 2017......  
    d From 2018...... 86,983
    e From 2019...... 314,556
    fTotal of lines 3a through e........ 2,224,327
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,112,977
    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..... 981,642
    e Remaining amount distributed out of corpus 131,335
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,355,662
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		1,822,788
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		532,874
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018.... 86,983
    d Excess from 2019.... 314,556
    e Excess from 2020.... 131,335
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE TRUSTEES CO SARAH R WALLACE
    25 E WALNUT ST
    NEWARK,OH43055
    (740) 349-8276
    bThe form in which applications should be submitted and information and materials they should include:
    THE FORM OF APPLICATION IS NOT PRESCRIBED
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    QUALIFIED 501(C)(3) CHARITABLE INSTITUTIONS, PUBLIC INSTITUTIONS AND GOVERNMENT ENTITIES IN THE LICKING COUNTY OHIO AREA
    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
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 369,354  
    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.....     15 27,336  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,018,569  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 2,415,259 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,415,259
    (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:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 840 0   0

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Statement:
    THE OHIO ATTORNEY GENERAL DOES NOT WANT A COPY OF THE TAX RETURN. ORGANIZATIONS ARE REQUIRED TO PREPARE AN ON LINE REGISTRATION.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M COMPANY 121,171 205,482
    ABBOTT LABORATORIES 184,712 734,673
    APPHABET INC CLASS A 259,267 651,402
    AMAZON.COM INC 71,462 84,311
    APPLE INC 146,274 1,318,240
    BANK OF AMERICA CORP 86,312 305,792
    CHEVRON CORP 162,663 188,909
    CHIPOTLE MEXICAN GRILL INC 74,128 88,952
    CISCO SYSTEMS INC 142,563 481,342
    COCA-COLA COMPANY 39,150 98,648
    COMCAST CORPORATION CLASS A (NEW) 50,030 56,573
    CONOCOPHILLIPS 121,982 182,501
    COSTCO WHOLESALE CORPORATION 96,108 135,665
    CSX CORPORATION 177,666 249,573
    DISNEY (WALT) COMPANY 217,687 312,780
    ECOLAB INC 166,987 174,443
    EMERSON ELECTRIC COMPANY 118,934 315,283
    ESTEE LAUDER COMPANIES INC CLASS A 53,503 117,407
    GENERAL DYNAMICS CORPORATION 223,502 233,163
    GENERAL ELECTRIC COMPANY (NEW) 342,836 264,797
    HOME DEPOT INC 12,998 148,696
    INTERCONTINENTAL EXCHANGE INC 122,351 249,228
    JOHNSON & JOHNSON 138,008 407,200
    JPMORGAN CHASE & COMPANY 34,899 696,549
    MCDONALD'S CORPORATION 724 147,330
    MERCK & COMPANY INC (NEW) 153,351 259,748
    META PLATFORMS INC 145,618 318,716
    MICROSOFT CORPORATION 120,807 1,658,100
    NEXTERA ENERGY INC 86,577 204,792
    NIKE INC CLASS B 90,133 485,141
    NVIDIA CORPORATION 150,874 306,804
    PEPSICO INC 29,277 120,392
    PFIZER INC 96,720 104,976
    PNC FINANCIAL SERVICES GROUP 77,994 168,824
    PROCTER & GAMBLE COMPANY 37,263 116,680
    SHERWIN-WILLAMS COMPANY 150,295 177,935
    TARGET CORPORATION 147,232 869,727
    TYSON FOODS INC CLASS A 108,613 116,836
    VERIZON COMMUNICATIONS INC 127,799 151,074
    VISA INC CLASS A 130,662 158,828
    ZOETIS INC 103,370 194,580
    ACCENTURE PLC CLASS A 155,752 233,214
    ASTRAZENECA PLC SPONSORED ADR 159,420 261,996
    CHUBB LTD (NEW) 151,899 263,763
    SCHLUMBERGER LIMITED 218,617 175,817

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN TOWER CORPORATION REIT AT COST 91,374 109,686
    VANGUARD REAL ESTATE ETF AT COST 82,650 109,476
    VANGUARD COMMUNICATION SERVICES ETF AT COST 73,699 141,780
    VANGUARD DEVELOPED MARKETS INDEX FUND ADMIRAL AT COST 1,487,072 2,124,859
    VANGUARD EMERGING MARKETS STOCK INDEX FD ADM AT COST 170,901 229,879
    VANGUARD INSTITUTIONAL EXTENDED MARKET INDEX AT COST 957,930 2,106,465
    VANGUARD SMALL-CAP VALUE INDEX ADMIRAL SHS AT COST 133,082 233,500

    TY 2020 LegalFeesSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 10,140 630   9,510


    TY 2020 OtherAssetsSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    CHARITABLE USE ASSETS 9,739,238 10,506,582 10,381,960
    DEPOSIT ON PROPERTY 62,500    


    TY 2020 OtherExpensesSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE, POSTAGE, SUPPLIES 6,524 0   0
    INSURANCE 31,281 0   27,988
    ANNUAL FEES 200 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    BILLBOARD RENTS 4,240 4,240 4,240
    EASEMENT/LEASE 11,640 11,640 11,640
    BWC REBATE 990 990 990
    OIL & GAS REVENUE 10,466 10,466 10,466


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER 41,025 0   41,025
    401K ADMINISTRATION 1,644 0   0
    CUSTODIAL FEES 75,112 75,112   0


    TY 2020 TaxesSchedule
    Name:
    THE THOMAS J EVANS FOUNDATION
    EIN:
    31-6055767
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE 6,955 0   6,955
    PAYROLL 13,194 0   13,194
    990PF 9,000 0   0
    FOREIGN TAX WITHHELD 2,692 2,692   0