Form990-PF
Click to see attachment

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
CARL MARSHALL REEVES AND
MILDRED ALMEN REEVES FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)346 HARBOR BLUFF DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FENTON, MO630267517
A Employer identification number

35-2026200
B Telephone number (see instructions)

(812) 343-1787
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$17,742,977J 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 589 589  
4 Dividends and interest from securities... 421,520 421,520  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 358,597
b Gross sales price for all assets on line 6a 3,666,483
7 Capital gain net income (from Part IV, line 2)... 358,597
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 780,706 780,706  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 6,500 0   6,500
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,525 0   2,525
c Other professional fees (attach schedule).... Click to see attachment 104,069 64,256   39,813
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 32,437 32,437   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,475 0   4,475
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 150,006 96,693   53,313
25 Contributions, gifts, grants paid....... 1,094,692 1,094,692
26 Total expenses and disbursements. Add lines 24 and 25 1,244,698 96,693   1,148,005
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -463,992
b Net investment income (if negative, enter -0-) 684,013
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......... 264,698 220,110 220,110
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)....... 8,921,240 Click to see attachment6,002,634 13,568,804
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).......... 4,461,550 Click to see attachment6,947,459 3,954,063
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) 13,647,488 13,170,203 17,742,977
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........ 2,231,690 2,218,397
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,415,798 10,951,806
29 Total net assets or fund balances (see instructions)..... 13,647,488 13,170,203
30 Total liabilities and net assets/fund balances (see instructions). 13,647,488 13,170,203
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
13,647,488
2
Enter amount from Part I, line 27a .....................
2
-463,992
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
13,183,496
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
13,293
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,170,203
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 REMC CREDITS D   2020-12-31
b ABBOTT LABS D   2020-08-14
c ABBOTT LABS D   2020-11-16
d APPLE COMPUTERS P   2020-06-25
e APPLE COMPUTERS P   2020-11-16
ASHLAND GLOBAL HOLDINGS P   2020-11-16
A T & T P   2020-11-16
BANK OF AMERICA P   2020-11-16
BANK UNITED INC P   2020-03-10
BLACKROCK INC P   2020-11-16
CANADIAN NATIONAL RAILWAY P   2020-11-16
CATERPILLAR P 2020-08-28 2020-11-16
CHARLES SCHWAB P   2020-11-16
CHEVRON TEXACO P   2020-11-16
CINTAS CORP P 2020-03-31 2020-11-16
CISCO SYSTEMS P   2020-11-16
DIGITAL RLTY TR INC P   2020-11-16
EATON CORP P   2020-11-16
EATON CORP P   2020-01-01
ECOLAB INC P   2020-11-16
EXXON MOBIL D   2020-08-28
FASTENAL CO P   2020-08-14
FASTENAL CO P   2020-11-16
GILEAD SCIENCES INC P 2020-03-12 2020-11-16
FIRST REPUBLIC BANK P   2020-11-16
GOLDMAN SACHS GROUP INC P   2020-11-16
HONEYWELL INTERNATIONAL INC P 2020-06-29 2020-11-16
J P MORGAN CHASE P   2020-11-16
INTEL CORP P   2020-11-16
KELLOGG CO P 2020-03-12 2020-11-16
JOHNSON & JOHNSON P   2020-11-16
LOWES COMPANIES P 2020-03-27 2020-11-16
MERCK & CO P   2020-03-27
MICROSOFT CORPORATION P   2020-06-25
NATIONAL RETAIL PPTYS INC P   2020-03-27
MICROSOFT CORPORATION P   2020-11-16
PAYCHECK INC P   2020-11-16
PEPSICO INC P   2020-11-16
PFIZER D   2020-11-16
PFIZER D   2020-11-25
QUALCOMM INC P 2020-03-27 2020-11-16
PROCTER & GAMBLES P 2020-03-12 2020-11-16
QUEST DIAGNOSTICS P   2020-11-16
RAYTHEON P   2020-03-10
SHERWIN WILLIAMS P 2020-03-27 2020-11-16
TARGET P   2020-11-16
STRYKER CORPORATION P   2020-11-16
TJX COS INC P   2020-11-16
UNITED TECHNOLOGIES CORP P   2020-03-10
VIATRIS, INC D   2020-11-25
VIATRIS, INC D   2020-12-07
VISA INC CL A P   2020-11-16
WALT DISNEY CO P   2020-11-16
BAIRD CORE PLUS BOND INSTLA P   2020-05-06
BLACKROCK MULTI ASSET INCOME P   2020-04-20
BLACKROCK STRATEGIC OPP P   2020-05-06
BLACKROCK MULTI ASSET INCOME P   2020-01-01
BNY MELLON INTL BOND FUND P   2020-05-06
CREDIT SUISSE COMM RET STRATEGY P   2020-06-19
METROPOLITAN WEST TR BOND P   2020-05-06
RIDGEWORTH SIEX FLOATING P   2020-06-19
ROBEO BOSTON PRTNER LONG SHORT RESEARCH P   2020-04-24
VANGUARD REIT INDEX ETF P   2020-01-01
ISHARES RUSSELL 2000 INDEX FD P   2020-06-19
SPDR UTILITIES SELECT SECTOR P   2020-06-25
SPDR UTILITIES SELECT SECTOR P   2020-11-16
VIATRIS, INC P   2020-12-03
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55     55
b 351,158   75,695 275,463
c 6,333   1,211 5,122
d 90,293   27,070 63,223
e 6,636   1,489 5,147
1,960   1,880 80
1,570   2,055 -485
1,339   1,057 282
192,647   249,811 -57,164
4,713   3,680 1,033
3,288   2,546 742
3,837   3,174 663
2,549   2,033 516
6,459   3,092 3,367
2,202   1,098 1,104
3,452   2,554 898
4,259   3,849 410
2,209   1,526 683
2,692   2,692 0
2,778   1,533 1,245
200,048   197,900 2,148
457,129   297,083 160,046
5,679   3,690 1,989
5,366   6,361 -995
3,786   2,561 1,225
3,521   4,068 -547
5,383   3,633 1,750
6,171   5,793 378
1,572   1,582 -10
4,989   4,434 555
3,922   3,342 580
2,096   1,102 994
242,480   199,435 43,045
99,837   28,462 71,375
91,549   128,053 -36,504
5,870   1,522 4,348
3,814   2,429 1,385
2,040   1,782 258
4,154   4,102 52
121   121 0
2,367   1,059 1,308
4,143   2,574 1,569
3,481   2,846 635
504,843   535,380 -30,537
1,457   908 549
8,105   4,341 3,764
4,703   3,336 1,367
3,065   2,111 954
115,119   124,613 -9,494
11   1 10
10,748   82 10,666
7,056   2,595 4,461
2,874   1,974 900
75,429   71,328 4,101
25,000   27,918 -2,918
42,356   44,801 -2,445
586   586 0
58,000   62,278 -4,278
144,180   203,381 -59,201
74,618   71,316 3,302
92,348   104,260 -11,912
507,316   629,808 -122,492
3,076   3,076 0
70,581   80,880 -10,299
34,429   38,828 -4,399
2,192   2,067 125
4,199   39 4,160
24,245     24,245
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       55
b       275,463
c       5,122
d       63,223
e       5,147
      80
      -485
      282
      -57,164
      1,033
      742
      663
      516
      3,367
      1,104
      898
      410
      683
      0
      1,245
      2,148
      160,046
      1,989
      -995
      1,225
      -547
      1,750
      378
      -10
      555
      580
      994
      43,045
      71,375
      -36,504
      4,348
      1,385
      258
      52
      0
      1,308
      1,569
      635
      -30,537
      549
      3,764
      1,367
      954
      -9,494
      10
      10,666
      4,461
      900
      4,101
      -2,918
      -2,445
      0
      -4,278
      -59,201
      3,302
      -11,912
      -122,492
      0
      -10,299
      -4,399
      125
      4,160
      24,245
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 2 358,597
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 9,508
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 9,508
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 9,508
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 17,600
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 17,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,092
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,092 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)
    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 addressbulletWWW.CARLANDMILDREDREEVESFOUNDATION.ORG
    14
    The books are in care ofbulletMARY ANN NUNN Telephone no.bullet (812) 343-1787

    Located atbullet346 HARBOR BLUFF DRFENTONMO ZIP+4bullet63026
    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
    MARY ANN NUNN PRESIDENT / TREASURER
    3.00     		1,000 0 0
    346 HARBOR BLUFF DR
    FENTON,MO63026
    LISA M DEBORD VICE PRESIDENT / SECRETARY
    1.00     		1,000 0 0
    630 WINTER VIEW CIRCLE
    FENTON,MO63026
    MARY LU ORR DIRECTOR
    1.00     		500 0 0
    9232 W TULIP DR
    COLUMBUS,IN47201
    EMILY A MABE DIRECTOR
    1.00     		500 0 0
    5151 MONTPELIER CT
    COLUMBUS,IN47203
    ASHLEY ABNER DIRECTOR
    1.00     		1,000 0 0
    3666 WEST SOUTH WOOD LAKE DR
    COLUMBUS,IN47201
    STEPHEN BRUEGGEMANN DIRECTOR
    1.00     		1,000 0 0
    6051 CHANNEL DR
    COLUMBUS,IN47201
    SHANE M YATES DIRECTOR
    1.00     		1,000 0 0
    2886 FOX HOLLOW CT
    COLUMBUS,IN47203
    JANAE E FRANKE - NORMAN DIRECTOR
    1.00     		500 0 0
    5245 N ST RD 9
    HOPE,IN47246
    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 NA INVESTMENT MANAGEMENT FEES 64,256
    123 THIRD ST
    COLUMBUS,IN47201
    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 DIRECT SUPPORT TO VARIOUS ORGANIZED CHARITABLE ORGANIZATIONS 1,148,005
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2 NONE 0
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    15,845,745
    b
    Average of monthly cash balances.......................
    1b
    121,161
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,966,906
    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
    15,966,906
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    239,504
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    15,727,402
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    786,370
    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
    786,370
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,508
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,508
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    776,862
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    776,862
    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
    776,862
    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
    1,148,005
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,148,005
    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
    1,148,005
    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 7 776,862
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 284,664
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,148,005
    a Applied to 2019, but not more than line 2a 284,664
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 776,862
    e Remaining amount distributed out of corpus 86,479
    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 86,479
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		86,479
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 86,479
    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:
    MARY ANN NUNN
    346 HARBOR BLUFF DR
    FENTON,MO63026
    (812) 343-1787
    NUNNMARYANN@GMAIL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS SHOULD BE SUBMITTED IN LETTER FORM STATING THE PURPOSE OF THE ORGANIZATION AND THE NATURE OF THE REQUEST. THERE ARE TWO SEPARATE APPLICATIONS - ONE TO BE USED FOR LOCAL COMMUNITY ORGANIZATIONS (I.E., ORGANIZATIONS SERVING COLUMBUS, IN OR BARTHOLOMEW COUNTY, IN ) AND A SECOND ONE TO BE USED REGARDING MACULAR DEGENERATION OF THE EYE RESEARCH. THE BOARD OF DIRECTORS CONSIDERS GRANT APPLICATIONS IT RECEIVES. THE BOARD ALSO CAN DIRECT GRANT AWARDS OF ITS OWN CHOOSING BASED ON: 1) SPECIAL NEEDS IDENTIFIED BY THE BOARD WITHIN THE COMMUNITY; 2) INSUFFICIENT QUALITY OR QUANTITY OF GRANT APPLICATIONS; OR 3) DIRECTED AT FULFILLING THE CHARTER OF THE FOUNDATION TO SUPPORT THE ORGANIZATIONS AS DEFINED OF THE COMMUNITY OR THAT DIRECTLY SUPPORT RESIDENTS OF THE COMMUNITY, OR MACULAR DEGENERATION OF THE EYE RESEARCH STUDIES.
    cAny submission deadlines:
    PRIOR TO SEMI-ANNUAL MEETINGS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE GUIDELINES OF THE ORGANIZATION'S MISSION AND PURPOSE ARE: 1. 50% OF THE GRANTS ARE TO BE USED FOR MACULAR DEGNERATION OF THE EYE RESEARCH 2. 50% OF THE GRANTS ARE TO BE USED FOR LOCAL COMMUNITY ORGANIZED CHARITIES (I.E., SERVING COLUMBUS, IN OR BARTHOLOMEW COUNTY)
    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
    ARTS FOR LEARNING THE INDIANA AFFLIATE OF YOUNG AUDIENCES
    546 E 17TH STREET SUITE 200
    INDIANAPOLIS,IN46202     		NONE CHARITABLE ART EDUCATION PROJECT EXPENSES AT ELEMENTARY SCHOOL 2,000
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE ANNUAL GRANT CYCLES AND OTHER OUTREACH OPPORTUNITIES 25,000
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER WITHIN BARTHOLOMEW CONSOLIDATED SCHOOLS 74,100
    BARTHOLOMEW COUNTY HISTORICAL SOCIETY
    524 THIRD ST
    COLUMBUS,IN47201     		NONE CHARITABLE HANDS ON INDUSTRIAL HERITAGE EXHIBIT IN LOCAL HISTORY MUSEUM 25,000
    CENTERSTONE
    720 N MARR RD
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF - MENTAL HEALTH CRISIS 7,500
    CENTERSTONE
    720 N MARR RD
    COLUMBUS,IN47201     		NONE CHARITABLE LST TREATMENT FOR SCHOOL CHILDREN 18,200
    COLUMBUS AREA ARTS COUNCIL
    431 SIXTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE PROGRAM COSTS FOR FIRST FRIDAYS FOR FAMILIES SERIES 8,955
    COLUMBUS AREA CHAMBER FOUNDATION
    500 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE CURRICULUM DESIGN AND LEARNING MANAGEMENT SOFTWARE FOR HIGH SCHOOLS 6,000
    COLUMBUS INDIANA PHILHARMONIC
    315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE RECITAL HALL BUILDING PROJECT FOR LOCAL SYMPHONY 33,333
    COLUMBUS INDIANA PHILHARMONIC
    315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE MUSIC EDUCATION PROGRAMS 16,000
    COLUMBUS PARK FOUNDATION
    P O BOX 858
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION THE COMMONS PLAYGROUND PROJECT 50,000
    COLUMBUS REGIONAL HOSPITAL FOUNDATION
    2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF - EMPLOYEE RELIEF 12,500
    COLUMBUS REGIONAL HOSPITAL FOUNDATION
    2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 19,606
    COUNCIL FOR YOUTH DEVELOPMENT BARTHOLOMEW COUNTY
    405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE UNDERGRADUATE INTERSHIP POSITION FUNDING 5,000
    FAMILY SERVICE INC
    P O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CAP (CHILD ABUSE PREVENTION) EDUCATION IN BARTHOLOMEW COUNTY 11,000
    FAMILY SERVICE INC
    P O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CLINICAL SERVICE PROGRAM 16,480
    FAMILY SERVICE INC
    P O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE COVID RELIEF - HEALTH COUNSELING 12,500
    FLATROCK-HAWCREEK SCHOOL CORPORATION
    9423 N STATE ROAD 9
    HOPE,IN47246     		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER IN SCHOOL CORPORATION 5,600
    FOUNDATION FOR YOUTH
    405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE ENTRANCE IMPROVEMENTS FOR LOCAL YOUTH CAMP 30,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY
    536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF EFFORTS 5,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY
    536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE BOOKS FOR SUMMER READING PROGRAM AND DISTRIBUTION AT LOCAL EVENTS AND NEIGHBORHOOD EVENTS 5,990
    GLEANERS FOOD BANK OF INDIANA
    3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE COVID RELIEF - FOOD BANK 12,500
    GLEANERS FOOD BANK OF INDIANA
    3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000
    IUPUC
    4601 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 10,000
    IUPUC
    4601 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE NUCLEAR MAGNETIC RESONANCE SPECTROMETER FOR CHEMISTRY LAB AT LOCAL COLLEGE 61,700
    IVY TECH FOUNDATION
    4475 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 10,000
    JUST FRIENDS INC
    900 LINDSEY STREET
    COLUMBUS,IN47201     		NONE CHARITABLE STANLEY HEALTH CARE WANDER GUARD BLUE SYSTEM 8,103
    KIDSCOMMONS
    309 WASHINGTON ST
    COLUMBUS,IN47201     		NONE CHARITABLE EXHIBIT MATERIALS, PROGRAMS AND CURRICULAM EDUCATION MATERIALS IN CHILDRENS MUSEUM 27,044
    LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER
    1029 SYCAMORE ST
    COLUMBUS,IN47203     		NONE CHARITABLE COVID RELIEF EFFORTS 7,500
    OUR HOSPICE OF SOUTH CENTRAL INDIANA
    2626 EAST 17TH ST
    COLUMBUS,IN47201     		NONE CHARITABLE PATIENT ENGAGEMENT PLATFORM SOFTWARE 32,000
    TURNING POINT DOMESTIC VIOLENCE SERVICES
    P O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE COVID RELIEF EFFORTS 12,500
    TURNING POINT DOMESTIC VIOLENCE SERVICES
    P O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE SPECIALIZED ACTIVITIES AND OUTINGS FOR VICTIMIZED CHILDREN 4,500
    UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)
    333 SOUTH ST
    SHREWSBURY,MA01545     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 100,000
    UNITED WAY OF BARTHOLOMEW COUNTY
    1531 13TH ST STUITE 1100
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF EFFORTS 7,500
    UTOPIA WILDLIFE REHABILITATORS INC
    18300 E 200 N
    HOPE,IN47246     		NONE CHARITABLE SUMMER INTERNS AND FENCE PROJECT 2,275
    VANDERBILT EYE INSTITUTE
    2311 PIERCE AVE
    NASHVILLE,TN37232     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 124,046
    WASHINGTON UNIVERSITY IN ST LOUIS
    660 SOUTH EUCLID AVE BOX 8096
    ST LOUIS,MO63110     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 260,260
    Total .................................bullet 3a 1,094,692
    bApproved for future payment
    ALLIANCE FOR SUBSTANCE ABUSE PROGRESS
    1531 13TH ST SUITE 1102
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION OF A HOME FOR A SOBER LIVING HOME 25,000
    AMERICAN RED CROSS OF SOUTHEAST INDIANA
    1531 13TH ST
    COLUMBUS,IN47201     		NONE CHARITABLE EQUIPMENT FOR BLOOD DRIVES 15,000
    ARTS FOR LEARNING THE INDIANA AFFLIATE OF YOUNG AUDIENCES
    546 E 17TH STREET SUITE 200
    INDIANAPOLIS,IN46202     		NONE CHARITABLE ART EDUCATION PROJECT EXPENSES AT ELEMENTARY SCHOOL 1,850
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE ANNUAL GRANT CYCLES AND OTHER OUTREACH OPPORTUNITIES 50,000
    BARTHOLOMEW COUNTY HISTORICAL SOCIETY
    524 THIRD ST
    COLUMBUS,IN47201     		NONE CHARITABLE LOCAL ARTIST EXHIBIT IN LOCAL HISTORY MUSEUM 10,000
    COLUMBUS INDIANA PHILHARMONIC
    315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE RECITAL HALL BUILDING PROJECT FOR LOCAL SYMPHONY 33,333
    COLUMBUS PARK FOUNDATION
    P O BOX 858
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION THE COMMONS PLAYGROUND PROJECT 50,000
    COLUMBUS REGIONAL HOSPITAL FOUNDATION
    2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 14,398
    COUNCIL FOR YOUTH DEVELOPMENT BARTHOLOMEW COUNTY
    405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE UNDERGRADUATE INTERSHIP POSITION FUNDING 5,000
    FAMILY SERVICE INC
    P O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CLINICAL SERVICE PROGRAM 7,520
    FOUNDATION FOR YOUTH
    405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE ENTRANCE IMPROVEMENTS AT LOCAL YOUTH CAMP 22,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY
    536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE BOOKS FOR SUMMER READING PROGRAM AND DISTRIBUTION AT LOCAL EVENTS AND NEIGHBORHOOD EVENTS 6,000
    GLEANERS FOOD BANK OF INDIANA
    3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000
    IUPUC
    4601 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 10,000
    IUPUC
    4601 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE MECHANICAL ENGINEERING LAB EQUIPMENT 60,000
    IVY TECH FOUNDATION
    4475 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 10,000
    JUST FRIENDS INC
    900 LINDSEY STREET
    COLUMBUS,IN47201     		NONE CHARITABLE EQUIPMENT AT ADULT DAY CARE - RECLINERS, INTERACTIVE LASER PROJECTOR, AND WALL PROJECTION SCREEN 5,940
    TURNING POINT DOMESTIC VIOLENCE SERVICES
    P O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE SPECIAL ACTIVITES AND OUTINGS FOR VICTIMIZED CHILDREN 4,500
    UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)
    333 SOUTH ST
    SHREWSBURY,MA01545     		NONE CHARITABLE MACULAR DEGNERATION RESEARCH OF THE EYE STUDIES 79,000
    UNIVERSITY OF BUFFALO ROSS EYE INSTITUTE
    3495 BAILEY AVENUE
    BUFFALO,NY14215     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 80,000
    UNIVERSITY OF PITTSBURGH
    3501 FIFTH AVENUE
    PITTSBURGH,PA15213     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 75,000
    UNIVERSITY OF WISCONSIN
    1111 HIGHLAND AVENUE
    MADISON,WI53705     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIE 18,000
    UTOPIA WILDLIFE REHABILITATORS INC
    18300 E 200 N
    HOPE,IN47246     		NONE CHARITABLE SUMMER INTERNS AND FENCE PROJECT 2,285
    VANDERBILT EYE INSTITUTE
    3332 WEST END AVE SUITE 900
    NASHVILLE,TN37203     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 80,000
    WASHINGTON UNIVERSITY IN ST LOUIS
    660 SOUTH EUCLID AVE BOX 8096
    ST LOUIS,MO63110     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 251,000
    YOUTH LEADERSHIP BARTHOLOMEW COUNTY
    1038 PEARL ST
    COLUMBUS,IN47201     		NONE CHARITABLE NATIONAL YOUTH LEADERSHIP DAY OF TRAINING PROGRAM 5,666
    Total .................................bullet 3b 946,492
    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 ...........     		    14 589  
    4 Dividends and interest from securities....     14 421,520  
    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 ............     		    14 24,245 334,352
    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).. 0 446,354 334,352
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    780,706
    (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.)
    3 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
    4 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
    8 EARNINGS FROM INVESTMENTS USED FOR EXEMPT PURPOSES
    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

    Form 990PF Part XV Line 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
    ARTS FOR LEARNING THE INDIANA AFFLIATE OF YOUNG AUDIENCES546 E 17TH STREET SUITE 200
    INDIANAPOLIS,IN46202     		NONE CHARITABLE ART EDUCATION PROJECT EXPENSES AT ELEMENTARY SCHOOL 2,000
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE ANNUAL GRANT CYCLES AND OTHER OUTREACH OPPORTUNITIES 25,000
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER WITHIN BARTHOLOMEW CONSOLIDATED SCHOOLS 74,100
    BARTHOLOMEW COUNTY HISTORICAL SOCIETY524 THIRD ST
    COLUMBUS,IN47201     		NONE CHARITABLE HANDS ON INDUSTRIAL HERITAGE EXHIBIT IN LOCAL HISTORY MUSEUM 25,000
    CENTERSTONE720 N MARR RD
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF - MENTAL HEALTH CRISIS 7,500
    CENTERSTONE720 N MARR RD
    COLUMBUS,IN47201     		NONE CHARITABLE LST TREATMENT FOR SCHOOL CHILDREN 18,200
    COLUMBUS AREA ARTS COUNCIL431 SIXTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE PROGRAM COSTS FOR FIRST FRIDAYS FOR FAMILIES SERIES 8,955
    COLUMBUS AREA CHAMBER FOUNDATION500 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE CURRICULUM DESIGN AND LEARNING MANAGEMENT SOFTWARE FOR HIGH SCHOOLS 6,000
    COLUMBUS INDIANA PHILHARMONIC315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE RECITAL HALL BUILDING PROJECT FOR LOCAL SYMPHONY 33,333
    COLUMBUS INDIANA PHILHARMONIC315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE MUSIC EDUCATION PROGRAMS 16,000
    COLUMBUS PARK FOUNDATIONP O BOX 858
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION THE COMMONS PLAYGROUND PROJECT 50,000
    COLUMBUS REGIONAL HOSPITAL FOUNDATION2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF - EMPLOYEE RELIEF 12,500
    COLUMBUS REGIONAL HOSPITAL FOUNDATION2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 19,606
    COUNCIL FOR YOUTH DEVELOPMENT BARTHOLOMEW COUNTY405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE UNDERGRADUATE INTERSHIP POSITION FUNDING 5,000
    FAMILY SERVICE INCP O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CAP (CHILD ABUSE PREVENTION) EDUCATION IN BARTHOLOMEW COUNTY 11,000
    FAMILY SERVICE INCP O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CLINICAL SERVICE PROGRAM 16,480
    FAMILY SERVICE INCP O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE COVID RELIEF - HEALTH COUNSELING 12,500
    FLATROCK-HAWCREEK SCHOOL CORPORATION9423 N STATE ROAD 9
    HOPE,IN47246     		NONE CHARITABLE CLASSROOM SUPPLIES FOR EACH CERTIFIED TEACHER IN SCHOOL CORPORATION 5,600
    FOUNDATION FOR YOUTH405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE ENTRANCE IMPROVEMENTS FOR LOCAL YOUTH CAMP 30,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF EFFORTS 5,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE BOOKS FOR SUMMER READING PROGRAM AND DISTRIBUTION AT LOCAL EVENTS AND NEIGHBORHOOD EVENTS 5,990
    GLEANERS FOOD BANK OF INDIANA3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE COVID RELIEF - FOOD BANK 12,500
    GLEANERS FOOD BANK OF INDIANA3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000
    IUPUC4601 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 10,000
    IUPUC4601 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE NUCLEAR MAGNETIC RESONANCE SPECTROMETER FOR CHEMISTRY LAB AT LOCAL COLLEGE 61,700
    IVY TECH FOUNDATION4475 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS TO ATTEND LOCAL COLLEGE 10,000
    JUST FRIENDS INC900 LINDSEY STREET
    COLUMBUS,IN47201     		NONE CHARITABLE STANLEY HEALTH CARE WANDER GUARD BLUE SYSTEM 8,103
    KIDSCOMMONS309 WASHINGTON ST
    COLUMBUS,IN47201     		NONE CHARITABLE EXHIBIT MATERIALS, PROGRAMS AND CURRICULAM EDUCATION MATERIALS IN CHILDRENS MUSEUM 27,044
    LINCOLN CENTRAL NEIGHBORHOOD FAMILY CENTER1029 SYCAMORE ST
    COLUMBUS,IN47203     		NONE CHARITABLE COVID RELIEF EFFORTS 7,500
    OUR HOSPICE OF SOUTH CENTRAL INDIANA2626 EAST 17TH ST
    COLUMBUS,IN47201     		NONE CHARITABLE PATIENT ENGAGEMENT PLATFORM SOFTWARE 32,000
    TURNING POINT DOMESTIC VIOLENCE SERVICESP O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE COVID RELIEF EFFORTS 12,500
    TURNING POINT DOMESTIC VIOLENCE SERVICESP O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE SPECIALIZED ACTIVITIES AND OUTINGS FOR VICTIMIZED CHILDREN 4,500
    UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)333 SOUTH ST
    SHREWSBURY,MA01545     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 100,000
    UNITED WAY OF BARTHOLOMEW COUNTY1531 13TH ST STUITE 1100
    COLUMBUS,IN47201     		NONE CHARITABLE COVID RELIEF EFFORTS 7,500
    UTOPIA WILDLIFE REHABILITATORS INC18300 E 200 N
    HOPE,IN47246     		NONE CHARITABLE SUMMER INTERNS AND FENCE PROJECT 2,275
    VANDERBILT EYE INSTITUTE2311 PIERCE AVE
    NASHVILLE,TN37232     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 124,046
    WASHINGTON UNIVERSITY IN ST LOUIS660 SOUTH EUCLID AVE BOX 8096
    ST LOUIS,MO63110     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 260,260
    Total ...............................bullet 3a 1,094,692
    bApproved for future payment
    ALLIANCE FOR SUBSTANCE ABUSE PROGRESS1531 13TH ST SUITE 1102
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION OF A HOME FOR A SOBER LIVING HOME 25,000
    AMERICAN RED CROSS OF SOUTHEAST INDIANA1531 13TH ST
    COLUMBUS,IN47201     		NONE CHARITABLE EQUIPMENT FOR BLOOD DRIVES 15,000
    ARTS FOR LEARNING THE INDIANA AFFLIATE OF YOUNG AUDIENCES546 E 17TH STREET SUITE 200
    INDIANAPOLIS,IN46202     		NONE CHARITABLE ART EDUCATION PROJECT EXPENSES AT ELEMENTARY SCHOOL 1,850
    BARTHOLOMEW CONSOLIDATED SCHOOL FOUNDATION1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE CHARITABLE ANNUAL GRANT CYCLES AND OTHER OUTREACH OPPORTUNITIES 50,000
    BARTHOLOMEW COUNTY HISTORICAL SOCIETY524 THIRD ST
    COLUMBUS,IN47201     		NONE CHARITABLE LOCAL ARTIST EXHIBIT IN LOCAL HISTORY MUSEUM 10,000
    COLUMBUS INDIANA PHILHARMONIC315 FRANKLIN ST
    COLUMBUS,IN47201     		NONE CHARITABLE RECITAL HALL BUILDING PROJECT FOR LOCAL SYMPHONY 33,333
    COLUMBUS PARK FOUNDATIONP O BOX 858
    COLUMBUS,IN47201     		NONE CHARITABLE RENNOVATION THE COMMONS PLAYGROUND PROJECT 50,000
    COLUMBUS REGIONAL HOSPITAL FOUNDATION2400 E 17TH STREET
    COLUMBUS,IN47201     		NONE CHARITABLE DIABETIC AND MEDICAL SUPPLIES FOR VOLUNTEER MEDICAL CLINIC 14,398
    COUNCIL FOR YOUTH DEVELOPMENT BARTHOLOMEW COUNTY405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE UNDERGRADUATE INTERSHIP POSITION FUNDING 5,000
    FAMILY SERVICE INCP O BOX 1002
    COLUMBUS,IN47202     		NONE CHARITABLE CLINICAL SERVICE PROGRAM 7,520
    FOUNDATION FOR YOUTH405 HOPE AVENUE
    COLUMBUS,IN47201     		NONE CHARITABLE ENTRANCE IMPROVEMENTS AT LOCAL YOUTH CAMP 22,000
    FRIENDS OF THE BARTHOLOMEW COUNTY PUBLIC LIBRARY536 FIFTH ST
    COLUMBUS,IN47201     		NONE CHARITABLE BOOKS FOR SUMMER READING PROGRAM AND DISTRIBUTION AT LOCAL EVENTS AND NEIGHBORHOOD EVENTS 6,000
    GLEANERS FOOD BANK OF INDIANA3737 WALDERMERE AVENUE
    INDIANAPOLIS,IN46241     		NONE CHARITABLE FOOD ACQUISITION COSTS FOR SCHOOLS WITHIN BARTHOLOMEW COUNTY 25,000
    IUPUC4601 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 10,000
    IUPUC4601 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE MECHANICAL ENGINEERING LAB EQUIPMENT 60,000
    IVY TECH FOUNDATION4475 CENTRAL AVE
    COLUMBUS,IN47203     		NONE CHARITABLE SCHOLARSHIPS FOR STUDENTS ATTENDING LOCAL COLLEGE 10,000
    JUST FRIENDS INC900 LINDSEY STREET
    COLUMBUS,IN47201     		NONE CHARITABLE EQUIPMENT AT ADULT DAY CARE - RECLINERS, INTERACTIVE LASER PROJECTOR, AND WALL PROJECTION SCREEN 5,940
    TURNING POINT DOMESTIC VIOLENCE SERVICESP O BOX 103
    COLUMBUS,IN47202     		NONE CHARITABLE SPECIAL ACTIVITES AND OUTINGS FOR VICTIMIZED CHILDREN 4,500
    UMASS MEMORIAL FOUNDATION (U MASS MEDICAL SCHOOL)333 SOUTH ST
    SHREWSBURY,MA01545     		NONE CHARITABLE MACULAR DEGNERATION RESEARCH OF THE EYE STUDIES 79,000
    UNIVERSITY OF BUFFALO ROSS EYE INSTITUTE3495 BAILEY AVENUE
    BUFFALO,NY14215     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 80,000
    UNIVERSITY OF PITTSBURGH3501 FIFTH AVENUE
    PITTSBURGH,PA15213     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 75,000
    UNIVERSITY OF WISCONSIN1111 HIGHLAND AVENUE
    MADISON,WI53705     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIE 18,000
    UTOPIA WILDLIFE REHABILITATORS INC18300 E 200 N
    HOPE,IN47246     		NONE CHARITABLE SUMMER INTERNS AND FENCE PROJECT 2,285
    VANDERBILT EYE INSTITUTE3332 WEST END AVE SUITE 900
    NASHVILLE,TN37203     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 80,000
    WASHINGTON UNIVERSITY IN ST LOUIS660 SOUTH EUCLID AVE BOX 8096
    ST LOUIS,MO63110     		NONE CHARITABLE MACULAR DEGENERATION RESEARCH OF THE EYE STUDIES 251,000
    YOUTH LEADERSHIP BARTHOLOMEW COUNTY1038 PEARL ST
    COLUMBUS,IN47201     		NONE CHARITABLE NATIONAL YOUTH LEADERSHIP DAY OF TRAINING PROGRAM 5,666
    Total ................................bullet 3b 946,492

    TY 2020 AccountingFeesSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,525 0   2,525

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Category Amount
    NONE 0

    TY 2020 AppliedToPriorYearElection
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Election:
    ELECTION REGARDING EXCESS QUALIFYINGDISTRIBUTION TO PRIOR YEARSCARL MARSHALL REEVES AND MILDRED ALMEN REEVESFOUNDATION, INC. HEREBY ELECTS $ 410,840OF 2019'S QUALIFYING DISTRIBUTIONS TO BEAPPLIED TO 2018'S UNDISTRIBUTED INCOMEUNDER IRC SEC 4942.

    TY 2020 GeneralExplanationAttachment
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Identifier Return Reference Explanation
    ELECTION REGARDING EXCESS QUALIFYING DISTRIBUTIONS 990PF, PART XIII, LINE 4A ELECTION REGARDING EXCESS QULIFYING DISTRIBUITON TO PRIOR YEARSCARL MARSHALL REEVES AND MILDRED ALMEN REEVES FOUNDATION, INC. HEREBY ELECTS $282,664OF 2020'S QULIFYING DISTRIBUTIONS TO BE APPLIED TO 2019'S UNDISTRIBUTED INCOME UNDER IRC SEC 4942.

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VARIOUS EQUITIES 6,002,634 13,568,804

    TY 2020 InvestmentsOtherSchedule2
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    VARIOUS MUTUAL FUNDS AT COST 6,947,459 3,954,063

    TY 2020 OtherDecreasesSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Description Amount
    DIFFERENCE BOOK/ TAX ON CAPITAL GAINS (SCHEDULE D ITEMS) AND INVESTMENT INC 13,102
    NON DEDUCTIBLE ITEMS 191


    TY 2020 OtherExpensesSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES, POSTAGE, & WEB MAINTENANE 1,975 0   1,975
    SEMI ANNUAL MEETINGS ASSOCIATED COSTS 2,500 0   2,500


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 64,256 64,256   0
    ASSET MANAGEMENT FEES 39,813 0   39,813


    TY 2020 TaxesSchedule
    Name:
    CARL MARSHALL REEVES AND
     
    MILDRED ALMEN REEVES FOUNDATION INC
    EIN:
    35-2026200
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAXES 27,919 27,919   0
    FOREIGN TAXES 4,518 4,518   0