Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0052
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
CLARENCE E CUSTER AND INEZ R CUSTER
 
Number and street (or P.O. box number if mail is not delivered to street address)125 3RD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, IN47201
A Employer identification number

31-1130385
B Telephone number (see instructions)

(812) 376-1981
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,499,491J 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 660 660  
4 Dividends and interest from securities... 81,643 81,643  
5a Gross rents............ 234,195 234,195 234,195
b Net rental income or (loss) 156,247
6a Net gain or (loss) from sale of assets not on line 10 472,560
b Gross sales price for all assets on line 6a 2,404,772
7 Capital gain net income (from Part IV, line 2)... 472,560
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 34,907 25,544  
12 Total. Add lines 1 through 11........ 823,965 814,602 234,195
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 3,900 2,340   1,560
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 660 0 0 660
b Accounting fees (attach schedule)....... Click to see attachment 2,843 0 0 2,843
c Other professional fees (attach schedule).... Click to see attachment 34,661 34,661   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,000     0
19 Depreciation (attach schedule) and depletion... 53,776 53,776  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 293 0 0 293
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 77,948 77,948 77,948  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 177,081 168,725 77,948 5,356
25 Contributions, gifts, grants paid....... 319,300 319,300
26 Total expenses and disbursements. Add lines 24 and 25 496,381 168,725 77,948 324,656
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 327,584
b Net investment income (if negative, enter -0-) 645,877
c Adjusted net income (if negative, enter -0-)... 156,247
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......... 152,401 132,083 132,083
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......   Click to see attachment3,051,940 3,567,014
c Investments—corporate bonds (attach schedule).......   Click to see attachment858,350 880,394
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,622,099   0
14 Land, buildings, and equipment: basis bullet2,866,705
Less: accumulated depreciation (attach schedule) bullet1,474,711 1,445,769 1,391,994 2,920,000
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,220,269 5,434,367 7,499,491
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) Click to see attachment126,303 Click to see attachment10,519
23 Total liabilities (add lines 17 through 22)......... 126,303 10,519
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........ 4,373,325 5,423,848
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 720,641  
29 Total net assets or fund balances (see instructions)..... 5,093,966 5,423,848
30 Total liabilities and net assets/fund balances (see instructions). 5,220,269 5,434,367
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
5,093,966
2
Enter amount from Part I, line 27a .....................
2
327,584
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,298
4
Add lines 1, 2, and 3 ..........................
4
5,423,848
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
5,423,848
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 115.126 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-01-13
b 62.743 BNY MELLON INTERNATIONAL BOND FUND CLASS   2020-01-08 2020-01-13
c 194.636 BAIRD CORE PLUS BOND INST   2015-01-27 2020-01-13
d 122.15655 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-01-13
e 90.51745 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-01-13
52.76855 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-01-13
72.12845 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-01-13
91.847 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-09-12 2020-01-13
263.009 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-01-08 2020-01-13
11.36597 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-01-13
25.61003 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-01-13
16. ISHARES RUSSELL 2000 INDEX FD   2020-01-08 2020-01-13
42. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2016-08-18 2020-01-13
148.44275 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-01-13
94.83225 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-01-13
281.07135 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-01-13
192.38465 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-01-13
59.82 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-01-10 2020-01-13
132.203 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2020-01-08 2020-01-13
166.492 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2018-10-02 2020-01-13
195.14882 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-01-13
128.27518 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-01-13
93.776 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-01-10 2020-01-13
17.722 VANGUARD 500 INDEX FUND CL ADM #540   2003-08-13 2020-01-13
329.445 BAIRD CORE PLUS BOND INST   2020-01-08 2020-03-19
2962.357 METROPOLITAN WEST T/R BOND-I #512   2019-07-19 2020-03-19
3607.021 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-03-19
4815.196 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2019-01-10 2020-03-19
63.851 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2020-01-08 2020-03-19
68. VANGUARD VALUE ETF   2020-01-08 2020-03-19
1627. VANGUARD VALUE ETF   2019-02-12 2020-03-19
3992.826 VIRTUS SEIX FLOATING RT HIGH INC - I   2017-07-21 2020-03-19
4928.29 ROBECO BOSTON PRTNS LONG/SHORT RESEARCH INSTL   2014-10-14 2020-04-21
435.101 BAIRD CORE PLUS BOND INST   2015-01-27 2020-05-21
488.228 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-05-21
286.191 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2019-07-19 2020-05-21
63.37 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-02-12 2020-05-21
201.657 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2020-01-08 2020-05-21
124.691 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-01-08 2020-05-21
481.848 CREDIT SUISSE COMM RET STRATEGY INSTL   2014-10-14 2020-05-21
84.281 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-05-21
34. ISHARES RUSSELL 2000 INDEX FD   2020-01-08 2020-05-21
7. ISHARES RUSSELL 2000 INDEX FD   2018-05-08 2020-05-21
96. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2020-01-08 2020-05-21
195.061 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-05-21
369.426 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2019-09-12 2020-05-21
881.636 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-05-21
8.532 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-04-16 2020-05-21
130.101 PRINCIPAL REAL ESTATE SECURITIES FUND   2020-01-08 2020-05-21
452.942 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2020-01-08 2020-05-21
519.946 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2019-09-12 2020-05-21
232.667 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-05-21
214.878 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-04-16 2020-05-21
2.76 VANGUARD 500 INDEX FUND CL ADM #540   2019-02-12 2020-05-21
52.802 VANGUARD 500 INDEX FUND CL ADM #540   2020-01-08 2020-05-21
296.689 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2020-01-08 2020-05-27
549.172 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2019-02-12 2020-05-27
65. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-05-27
299.212 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2019-09-12 2020-05-27
36.76 VANGUARD 500 INDEX FUND CL ADM #540   2003-08-13 2020-05-27
404.048 BAIRD CORE PLUS BOND INST   2015-01-27 2020-07-15
451.638 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-07-15
265.501 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-07-15
238.261 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-01-10 2020-07-15
554.14 CREDIT SUISSE COMM RET STRATEGY INSTL   2014-10-14 2020-07-15
150.692 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I   2020-05-27 2020-07-15
78.427 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-07-15
38. ISHARES RUSSELL 2000 INDEX FD   2018-05-08 2020-07-15
88. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-07-15
511.877 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-07-15
817.968 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-07-15
35.67655 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-02-12 2020-07-15
92.19745 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-04-16 2020-07-15
404.555 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2019-04-16 2020-07-15
683.055 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-07-15
199.343 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-04-16 2020-07-15
49.647 VANGUARD 500 INDEX FUND CL ADM #540   2003-08-13 2020-07-15
547.083 OPPENHEIMER DEVELOPING MARKETS FUND CL R   2018-11-19 2020-07-23
285.497 BNY MELLON INTERNATIONAL BOND FUND CLASS   2014-10-14 2020-07-23
124.334 BAIRD CORE PLUS BOND INST   2015-01-27 2020-07-23
45.188 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-07-23
97.222 RICHARD BERNSTEIN EATON VANCE ALL ASSET STRATEGY FUND CL I   2020-05-27 2020-07-23
29. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-09-12 2020-07-23
2854. ISHARES EDGE MSCI USA QUALITY FACTOR ETF   2019-04-16 2020-07-23
2152.008 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2020-03-19 2020-07-23
11304.332 T ROWE PRICE DIVIDEND GROWTH FD - INSTL   2019-07-19 2020-07-23
462.407 VANGUARD 500 INDEX FUND CL ADM #540   2020-03-19 2020-07-23
1186.281 VANGUARD 500 INDEX FUND CL ADM #540   2008-12-18 2020-07-23
494.94 BAIRD CORE PLUS BOND INST   2015-01-27 2020-08-11
325.671 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-08-11
1049.979 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-08-11
164. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2020-07-23 2020-08-11
253.797 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-07-19 2020-08-11
178. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-09-02
10. AT&T INC.   2020-07-23 2020-11-24
8. ABBOTT LABORATORIES   2020-07-23 2020-11-24
7. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-11-24
1. ASHLAND GLOBAL HOLDINGS   2020-07-23 2020-11-24
3. BANK OF AMERICA CORP.   2020-07-23 2020-11-24
1. CANADIAN NATIONAL RAILWAY CA   2020-07-23 2020-11-24
6. CATERPILLAR INCORPORATED   2020-09-02 2020-11-24
5. CHEVRON CORPORATION   2020-07-23 2020-11-24
6. CISCO SYSTEMS   2020-07-23 2020-11-24
2. DIGITAL RLTY TR INC   2020-07-23 2020-11-24
1. WALT DISNEY CO.   2020-07-23 2020-11-24
3. ECOLAB INC   2020-07-23 2020-11-24
8. FASTENAL CO.   2020-07-23 2020-11-24
4. FIRST REP BK SAN FRANCISCO CALIF   2020-07-23 2020-11-24
4. GILEAD SCIENCES INC   2020-07-23 2020-11-24
3. GOLDMAN SACHS GROUP INC   2020-07-23 2020-11-24
2. HONEYWELL INTERNATIONAL INC   2020-07-23 2020-11-24
9. INTEL CORPORATION   2020-07-23 2020-11-24
5. JP MORGAN CHASE   2020-07-23 2020-11-24
2. JOHNSON & JOHNSON   2020-07-23 2020-11-24
7. KELLOGG COMPANY   2020-07-23 2020-11-24
3. LOWES COMPANIES INCORPORATED   2020-07-23 2020-11-24
2. MICROSOFT CORPORATION   2020-07-23 2020-11-24
4. PAYCHEX INC   2020-07-23 2020-11-24
2. PEPSICO INCORPORATED   2020-07-23 2020-11-24
9. PFIZER INCORPORATED   2020-07-23 2020-11-24
2. PROCTER & GAMBLE COMPANY   2020-07-23 2020-11-24
3. QUALCOMM INCORPORATED   2020-07-23 2020-11-24
4. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017   2020-07-23 2020-11-24
8. CHARLES SCHWAB CORP   2020-07-23 2020-11-24
6. UTILITES SELECT SECTOR SPDR   2020-07-23 2020-11-24
2. STRYKER CORPORATION   2020-07-23 2020-11-24
5. TJX COS INC   2020-07-23 2020-11-24
1. TARGET CORP COM   2020-07-23 2020-11-24
2. VISA INC CL A   2020-07-23 2020-11-24
1. EATON CORPORATION PLC EI   2020-07-23 2020-11-24
.92 VIATRIS INC   2020-07-23 2020-11-25
111. VIATRIS INC   2020-07-23 2020-11-30
34. AT&T INC.   2020-07-23 2020-12-07
17. ABBOTT LABORATORIES   2020-07-23 2020-12-07
13. APPLE COMPUTER, INCORPORATED   2020-07-23 2020-12-07
10. ASHLAND GLOBAL HOLDINGS   2020-07-23 2020-12-07
367.234 BAIRD CORE PLUS BOND INST   2015-01-27 2020-12-07
15. BANK OF AMERICA CORP.   2020-07-23 2020-12-07
2. BLACKROCK INC   2020-07-23 2020-12-07
432.597 BLACKROCK MULTI-ASSET INCOME INSTL   2015-03-06 2020-12-07
242.742 BLACKROCK STRATEGIC INCOME OPPORTUNITIES   2014-10-14 2020-12-07
260.283 BROWN ADVISORY SMALL-CAP FUNDAMENTAL VALUE I   2019-01-10 2020-12-07
9. CANADIAN NATIONAL RAILWAY CA   2020-07-23 2020-12-07
5. CATERPILLAR INCORPORATED   2020-09-02 2020-12-07
10. CHEVRON CORPORATION   2020-07-23 2020-12-07
22. CISCO SYSTEMS   2020-07-23 2020-12-07
2. CINTAS CORPORATION   2020-11-24 2020-12-07
334.461 CREDIT SUISSE COMM RET STRATEGY INSTL   2014-10-14 2020-12-07
218.394 CREDIT SUISSE COMM RET STRATEGY INSTL   2020-11-24 2020-12-07
9. DIGITAL RLTY TR INC   2020-07-23 2020-12-07
9. WALT DISNEY CO.   2020-07-23 2020-12-07
5. ECOLAB INC   2020-07-23 2020-12-07
28. FASTENAL CO.   2020-07-23 2020-12-07
179.623 FEDERATED INSTITUTIONAL HIGH YIELD BOND - I   2020-11-24 2020-12-07
15. FIRST REP BK SAN FRANCISCO CALIF   2020-07-23 2020-12-07
14. GILEAD SCIENCES INC   2020-07-23 2020-12-07
4. GOLDMAN SACHS GROUP INC   2020-07-23 2020-12-07
75.615 GOLDMAN SACHS TR EMG MKTS INSTL CL   2016-09-20 2020-12-07
6. HONEYWELL INTERNATIONAL INC   2020-07-23 2020-12-07
26. INTEL CORPORATION   2020-07-23 2020-12-07
40. ISHARES RUSSELL 2000 INDEX FD   2018-05-08 2020-12-07
10. JP MORGAN CHASE   2020-07-23 2020-12-07
7. JOHNSON & JOHNSON   2020-07-23 2020-12-07
19. KELLOGG COMPANY   2020-07-23 2020-12-07
566.119 LAZARD INTERNATIONAL STRATEGIC EQUITY - I   2018-10-02 2020-12-07
4. LOWES COMPANIES INCORPORATED   2020-07-23 2020-12-07
450.224 METROPOLITAN WEST T/R BOND-I #512   2015-01-27 2020-12-07
328.118 METROPOLITAN WEST T/R BOND-I #512   2020-11-24 2020-12-07
8. MICROSOFT CORPORATION   2020-07-23 2020-12-07
13. PAYCHEX INC   2020-07-23 2020-12-07
7. PEPSICO INCORPORATED   2020-07-23 2020-12-07
26. PFIZER INCORPORATED   2020-07-23 2020-12-07
124.493 PRINCIPAL REAL ESTATE SECURITIES FUND   2019-02-12 2020-12-07
9. PROCTER & GAMBLE COMPANY   2020-07-23 2020-12-07
5. QUALCOMM INCORPORATED   2020-07-23 2020-12-07
13. QUEST DIAGNOSTICS EFFECTIVE 06/05/2017   2020-07-23 2020-12-07
386.11092 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-12-07
371.11008 T. ROWE PRICE OVERSEAS STOCK FD INSTL   2018-01-22 2020-12-07
3. S&P 500 DEPOSITARY RECEIPTS (SPDR)   2020-07-23 2020-12-07
17. CHARLES SCHWAB CORP   2020-07-23 2020-12-07
20. UTILITES SELECT SECTOR SPDR   2020-07-23 2020-12-07
1. SHERWIN WILLIAMS CO EFFECTIVE 06/05/2017   2020-07-23 2020-12-07
8. STRYKER CORPORATION   2020-07-23 2020-12-07
23. TJX COS INC   2020-07-23 2020-12-07
10. TARGET CORP COM   2020-07-23 2020-12-07
106.849 VANGUARD S-T FEDERAL FUND CL ADM #549   2019-07-19 2020-12-07
82.533 VANGUARD S-T FEDERAL FUND CL ADM #549   2020-11-24 2020-12-07
7. VISA INC CL A   2020-07-23 2020-12-07
9. EATON CORPORATION PLC EI   2020-07-23 2020-12-07
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,416   4,408 1,008
b 953   956 -3
c 2,260   2,195 65
d 1,351   1,382 -31
e 1,001   1,024 -23
528   537 -9
722   735 -13
2,347   2,371 -24
1,212   1,218 -6
142   147 -5
321   331 -10
2,635   2,650 -15
4,313   2,874 1,439
2,323   2,350 -27
1,484   1,501 -17
3,083   3,108 -25
2,110   2,122 -12
1,676   1,353 323
2,084   2,094 -10
8,992   7,798 1,194
2,195   2,336 -141
1,443   1,535 -92
1,006   988 18
5,381   1,614 3,767
3,654   3,794 -140
31,312   32,230 -918
38,126   39,811 -1,685
57,542   70,270 -12,728
763   1,011 -248
5,744   7,922 -2,178
137,422   139,938 -2,516
27,191   34,288 -7,097
63,526   70,770 -7,244
5,173   4,908 265
4,965   5,546 -581
2,767   2,839 -72
1,142   1,467 -325
3,634   5,191 -1,557
460   577 -117
1,778   3,277 -1,499
955   1,097 -142
4,577   5,407 -830
942   1,103 -161
8,991   9,507 -516
2,471   3,113 -642
4,681   5,449 -768
10,042   9,724 318
189   216 -27
2,887   3,529 -642
21,651   23,674 -2,023
4,752   5,449 -697
2,127   2,785 -658
2,355   2,276 79
753   649 104
14,412   15,282 -870
11,334   13,257 -1,923
20,978   21,073 -95
6,165   5,949 216
14,805   14,992 -187
10,334   3,348 6,986
4,917   4,558 359
4,751   5,108 -357
2,639   2,711 -72
4,699   5,428 -729
2,167   3,768 -1,601
1,426   1,398 28
935   1,015 -80
5,585   5,987 -402
8,790   8,054 736
7,299   7,845 -546
9,497   9,022 475
851   874 -23
2,198   2,327 -129
21,021   19,208 1,813
7,076   8,176 -1,100
2,193   2,111 82
14,792   4,522 10,270
24,258   20,948 3,310
4,357   4,831 -474
1,524   1,402 122
453   460 -7
1,443   1,383 60
2,908   2,720 188
286,206   195,905 90,301
113,131   86,425 26,706
594,269   539,852 54,417
138,190   102,770 35,420
354,520   99,264 255,256
6,058   5,583 475
3,280   3,314 -34
12,253   11,581 672
55,267   52,880 2,387
2,794   2,716 78
23,299   16,538 6,761
292   298 -6
861   806 55
806   650 156
78   78  
86   73 13
111   96 15
1,057   888 169
474   452 22
255   284 -29
269   291 -22
151   117 34
657   628 29
391   367 24
536   459 77
242   303 -61
706   608 98
414   307 107
424   543 -119
610   491 119
287   300 -13
441   477 -36
467   438 29
426   406 20
373   293 80
287   272 15
329   345 -16
277   252 25
435   269 166
504   506 -2
394   281 113
385   364 21
482   391 91
322   266 56
178   122 56
424   394 30
123   94 29
15     15
1,888   19 1,869
1,009   1,015 -6
1,838   1,712 126
1,596   1,208 388
744   779 -35
4,488   4,142 346
433   366 67
1,399   1,155 244
4,789   4,886 -97
2,510   2,470 40
6,132   5,989 143
972   867 105
897   740 157
912   904 8
970   1,040 -70
726   664 62
1,455   2,304 -849
950   959 -9
1,229   1,308 -79
1,378   1,057 321
1,117   1,046 71
1,349   1,285 64
1,784   1,743 41
1,934   1,720 214
859   1,061 -202
952   810 142
960   982 -22
1,266   921 345
1,330   1,569 -239
7,529   6,308 1,221
1,216   982 234
1,048   1,051 -3
1,187   1,294 -107
9,375   8,647 728
599   583 16
5,254   4,966 288
3,829   3,829  
1,715   1,625 90
1,211   951 260
1,023   951 72
1,053   997 56
3,269   2,982 287
1,235   1,135 100
789   449 340
1,601   1,645 -44
4,575   4,631 -56
4,398   4,458 -60
1,107   967 140
864   597 267
1,246   1,213 33
707   617 90
1,904   1,564 340
1,503   1,223 280
1,741   1,222 519
1,179   1,143 36
910   910  
1,486   1,380 106
1,064   842 222
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
      8,642
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       1,008
b       -3
c       65
d       -31
e       -23
      -9
      -13
      -24
      -6
      -5
      -10
      -15
      1,439
      -27
      -17
      -25
      -12
      323
      -10
      1,194
      -141
      -92
      18
      3,767
      -140
      -918
      -1,685
      -12,728
      -248
      -2,178
      -2,516
      -7,097
      -7,244
      265
      -581
      -72
      -325
      -1,557
      -117
      -1,499
      -142
      -830
      -161
      -516
      -642
      -768
      318
      -27
      -642
      -2,023
      -697
      -658
      79
      104
      -870
      -1,923
      -95
      216
      -187
      6,986
      359
      -357
      -72
      -729
      -1,601
      28
      -80
      -402
      736
      -546
      475
      -23
      -129
      1,813
      -1,100
      82
      10,270
      3,310
      -474
      122
      -7
      60
      188
      90,301
      26,706
      54,417
      35,420
      255,256
      475
      -34
      672
      2,387
      78
      6,761
      -6
      55
      156
       
      13
      15
      169
      22
      -29
      -22
      34
      29
      24
      77
      -61
      98
      107
      -119
      119
      -13
      -36
      29
      20
      80
      15
      -16
      25
      166
      -2
      113
      21
      91
      56
      56
      30
      29
      15
      1,869
      -6
      126
      388
      -35
      346
      67
      244
      -97
      40
      143
      105
      157
      8
      -70
      62
      -849
      -9
      -79
      321
      71
      64
      41
      214
      -202
      142
      -22
      345
      -239
      1,221
      234
      -3
      -107
      728
      16
      288
       
      90
      260
      72
      56
      287
      100
      340
      -44
      -56
      -60
      140
      267
      33
      90
      340
      280
      519
      36
       
      106
      222
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 472,560
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 8,978
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 8,978
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 8,978
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 3,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 5,978
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
     
    No
    Website addressbullet  
    14
    The books are in care ofbulletFIRST FINANCIAL BANK Telephone no.bullet (812) 376-1981

    Located atbullet125 3RD STREETCOLUMBUSIN ZIP+4bullet47201
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DIANE BRADLEY DIRECTOR
    0     		650    
    2584 CHESTNUT ST
    COLUMBUS,IN47203
    STEVE CAROTHERS DIRECTOR
    0     		650    
    13470 W OLD NASHVILLE RD
    COLUMBUS,IN47201
    WILLIAM HELMBRECHT PRESIDENT/TREASURER
    0     		650    
    5138 IMPERIAL DRIVE
    COLUMBUS,IN47203
    JAMES HOLLAND SECRETARY
    0     		650    
    201 WASHINGTON STREET
    COLUMBUS,IN47201
    RICHARD H WEAVER DIRECTOR
    0     		650    
    2750 SYCAMORE ST
    COLUMBUS,IN47203
    SAM PENTZER DIRECTOR
    0     		650    
    5135 SANIBEL DR
    COLUMBUS,IN47203
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,073,322
    b
    Average of monthly cash balances.......................
    1b
    101,708
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,920,000
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,095,030
    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
    7,095,030
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    106,425
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    6,988,605
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    349,430
    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
    349,430
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,978
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,978
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    340,452
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    340,452
    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
    340,452
    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
    324,656
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    324,656
    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
    324,656
    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 7 340,452
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 39
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 324,656
    a Applied to 2019, but not more than line 2a 39
    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..... 324,617
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		15,835
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILLIAM HELMBRECHT
    FIRST FINANCIAL BANK 125 3RD ST
    COLUMBUS,IN47201
    (812) 376-1718
    WILLIAM.HELMBRECHT@BANKAT FIRST.COM
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS A PERSET GRANT APPLICATON
    cAny submission deadlines:
    BOARD OF DIRECTORS MEET ON A CALLED BASIS 2 TIMES ANNUALLY.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    APPLICANTS MUST BE A 501(C)(3) ORGANIZATION, PREFERABLY WITH IN A 50 MILES OF COLUMBUS, IN. NO CHURCHES ARE CURRENTLY CONSIDERED. PREFER BENEFIT TO BARTHOLOMEW COUNTY CITIZENS.
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CASA
    PO BOX 2107
    COLUMBUS,IN47202     		NONE PUBLIC CHARITABLE PURPOSES 7,500
    BARTHOLMEW CO HUMANE SOCIETY
    4415 E 200 S
    COLUMBUS,IN472021088     		NONE PUBLIC CHARITABLE PURPOSES 3,000
    TURNING POINT
    P O BOX 103
    COLUMBUS,IN47202     		NONE PUBLIC CHARITABLE PURPOSES 11,300
    IU FOUNDATOIN
    4601 CENTRAL AVENUE
    BLOOMINGTON,IN47203     		NONE PUBLIC CHARITABLE PURPOSES 54,000
    HOSPICE OF SOUTH CENTRAL INDIANA
    2626 EAST 17TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 22,500
    KINDERGARTNERS COURT
    COLUMBUS ROTARY
    P O BOX 1091
    COLUMBUS,IN47202     		NONE PUBLIC CHARITABLE PURPOSES 2,000
    MILL RACE CENTER
    900 LINDSEY STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 12,000
    FAMILY SERVICES
    P O BOX 1002
    COLUMBUS,IN472021002     		NONE PUBLIC CHARITABLE PURPOSES 20,000
    SALVATION ARMY
    6060 CASTLEWAY WEST DRIVE
    INDIANAPOLIS,IN46250     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    LANDMARK COLUMBUS
    P O BOX 1547
    COLUMBUS,IN472021547     		NONE PUBLIC CHARITABLE PURPOSES 2,500
    INDIANAPOLIS SYMPHONY ORCHESTRA
    32 E WASHINGTON ST STE 600
    INDIANAPOLIS,IN46204     		NONE PUBLIC CHARITABLE PURPOSES 4,000
    PAL
    P O BOX 174
    COLUMBUS,IN47202     		NONE PUBLIC CHARITABLE PURPOSES 3,000
    FOUNDATION FOR YOUTH
    405 HOPE AVENUE
    COLUMBUS,IN472016435     		NONE PUBLIC CHARITABLE PURPOSES 13,000
    UNITED CEREBRAL PALSY
    6270 CORPORATE DR
    INDIANAPOLIS,IN46278     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    CLARITY
    P O BOX 2215
    COLUMBUS,IN47202     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    GLEANERS FOODBANK OF IN
    3737 WALDEMERE AVE
    INDIANAPOLIS,IN46241     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    ACCESS ABILITY
    1531 13TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    HOOSIER TRAILS COUNCIL BSA
    5625 EAST STATE ROAD 46
    BLOOMINGTON,IN474019233     		NONE PUBLIC CHARITABLE PURPOSES 5,000
    BARTHOLOMEW COUNTY SCHOOL FDT
    1200 CENTRAL AVENUE
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 2,100
    CITY OF COLUMBUS
    123 WASHINGTON STREET
    COLUMBUS,IN47201     		NONE GOVERNMENT CHARITABLE PURPOSES 1,500
    SONS OF AMERICAN LEGION
    2515 25TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 1,000
    COLUMBUS SYMPHONY ORCHESTRA
    P O BOX 1992
    COLUMBUS,IN472021992     		NONE PUBLIC CHARITABLE PURPOSES 2,500
    GREATER SEYMOUR TRUST FUND
    1200 CENTRAL AVE
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 1,000
    COLUMBUS INDIANA ARCHITECTURAL
    ARCHIVES
    536 FIFTH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 3,000
    JUST FRIENDS INC
    900 LINDSAY ST
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 8,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERICIAN STREET SUITE 200
    INDIANAPOLIS,IN46204     		NONE PUBLIC CHARITABLE PURPOSES 6,000
    FIRST CHRISTIAN CHURCH
    531 5TH STREET
    COLUMBUS,IN472016224     		NONE PUBLIC CHARITABLE PURPOSES 2,000
    HAPPY HOLLOW CHILDREN'S CAMP INC
    615 N ALABAMA ST SUITE 134
    INDIANAPOLIS,IN462041431     		NONE PUBLIC CHARITABLE PURPOSES 3,000
    SHOP WITH A COP
    FOP#89
    PO BOX 204
    COLUMBUS,IN472020204     		NONE PUBLIC CHARITABLE PURPOSES 2,500
    FIRST PRESBYTERIAN CHURCH
    512 SEVENTH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 2,000
    ECUMENICAL ASSEMPLY OF BARTHOLOMEW
    COUNTY CHRUCHES LOVE CHAPEL
    311 CENTER STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 20,000
    DEVELOPMENTAL SERVICE INC
    2920 10TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 12,000
    RONALD MCDONALD HOUSE OF INDIANA
    435 LIMESTONE ST
    INDIANAPOLIS,IN46202     		NONE PUBLIC CHARITABLE PURPOSES 4,000
    KIDSCOMMON
    309 WASHINGTON ST
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 7,500
    BARTHOLOMEW CO HISTORICAL SOCIETY
    524 THIRD STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 10,000
    COLUMBUS REGIONAL HEALTH FOUNDATION
    2400 E 17TH ST
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 6,000
    AMERICAN RED CROSS
    1531 13TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 8,000
    COLUMBUS CHILD CARE CENTER
    715 MCCLURE ROAD
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 7,000
    LINCOLN CENTRAL NEIGHBORHOOD
    FAMILY CENTER
    1039 SYCAMORE STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSE 14,000
    COLUMBUS AREA CHAMBER OF
    COMMERCE
    500 FRANKLIN STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 2,000
    THRIVE ALLIANCE
    1531 13TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 4,000
    HERITAGE FUND
    538 FRANKLIN STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 3,000
    ST PETER'S LUTHERAN CHURCH
    719 5TH STREET
    COLUMBUS,IN47201     		NONE PUBLIC CHARITABLE PURPOSES 2,400
    Total .................................bullet 3a 319,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 660  
    4 Dividends and interest from securities....     14 81,643  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 156,247  
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 472,560  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aBUSINESS BLDG - 4T     		    1 -88,233  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   746,017  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    746,017
    (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:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,843     2,843

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BNY MELLON INTERNATIONAL BOND 95,095 97,620
    BAIRD CORE PLUS BOND INST 140,127 151,514
    BLACKROCK STRATEGIC INCOME OPP 83,278 85,490
    FEDRATED HERMES INSTL HIGH YIE 56,980 60,823
    GOLDMAN SACHS TR EMG MKTS INST 32,986 32,940
    METROPOLITAN WEST #512 285,475 295,760
    VANGUARD S-T FEDERAL FUND CL A 68,150 70,743
    CREDIT SUISSE COMM RET STRATEG 96,259 85,504

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC 34,055 32,815
    ABBOTT LABORATORIES 57,416 62,409
    APPLE COMPUTER INCORPORATED 39,581 56,526
    ASHLAND GLOBAL HOLDINGS 25,240 25,661
    BANK OF AMERICA CORP 12,336 15,337
    BLACKROCK INC 42,721 53,394
    CATERPILLAR INCORPORATED 22,656 27,849
    CHEVRON CORP 30,192 28,206
    CISCO SYSTEMS 35,074 33,205
    CINTAS CORPORATION 18,141 21,208
    DIGITAL RLTY TR INC 43,741 41,993
    WALT DISNEY CO 34,877 53,810
    ECOLAB INC 38,922 40,243
    FASTENAL CO 42,999 45,754
    FIRST REPUBLIC BANK 59,064 75,669
    GILEAD SCIENCES INC 35,863 27,557
    GOLDMAN SACHS GROUP INC 24,307 31,645
    HONEWELL INTERNATIONAL INC 31,322 43,391
    INTEL CORPORATION 52,321 43,194
    JP MORGAN CHASE & CO 33,300 43,077
    JOHNSON & JOHNSON COMPANY 36,186 37,929
    KELLOGG COMPANY 44,555 40,698
    LOWES COMPANIES INC 18,962 20,866
    MICROSOFT CORPORATION 53,639 58,719
    PAYCHEX INC 31,889 40,626
    PEPSICO INCORPORATED 34,091 37,223
    PFIZER INCORPORATED 33,261 31,914
    PROCTER & GAMBLE COMPANY 37,968 41,881
    QUALCOMM INCORPORATED 14,985 25,441
    QUEST DIAGNOSTICS 55,788 52,554
    CHARLES SCHWAB CORP 20,021 30,233
    SPDR UTILITES SELECT SECTOR 40,204 41,570
    SHERWIN WILLIAMS CO 14,195 16,903
    STRYKER CORPORATION 50,647 63,465
    TJX COS INC 40,686 52,242
    TARGET CORP COM 40,207 58,078
    VISA INC CL A 47,519 52,714
    CANADIAN NATIONAL RAILWAY CA 29,965 34,163
    EATON CORPORATION PLC ID IRELA 29,567 37,964
    ISHARES RUSSELL 2000 INDEX FD 196,816 263,701
    S&P 500 DEPOSITARY RECEIPTS (S 34,501 40,005
    OPPENHEIMER DEVELOPING MARKETS 260,864 392,557
    BROWN ADVISORY SMALL-CAP FUNDA 186,957 211,024
    LAZARD INTL STRATEGIC EQUITY 274,176 322,058
    T ROWE PRICE OVERSEAS STOCK FD 300,080 307,461
    BLACKROCK MULTI-ASSET INCOME # 163,534 163,938
    EATON VANCE ALL ASSET STRATEGY 156,331 178,548
    PRINCIPAL REAL ESTATE SECURITI 90,218 109,596

    TY 2020 LegalFeesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 660     660


    TY 2020 OtherExpensesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Rent and Royalty Expense 77,948      


    TY 2020 OtherIncomeSchedule2
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER REVENUE 123,140 113,777  
    BUSINESS BLDG - 4TH & WASHINGTON ST COL. -88,233 -88,233  


    TY 2020 OtherIncreasesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Description Amount
    BOOK VALUE ADJUSTMENT 2,298


    TY 2020 OtherLiabilitiesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Description Beginning of Year - Book Value End of Year - Book Value
    SECURITY DEPOSITS FROM TENNANTS 10,519 10,519
    DEPOSITS IN TRANSIT 2,007  
    INSURANCE PROCEEDS 113,777  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 34,661 34,661    


    TY 2020 TaxesSchedule
    Name:
    CLARENCE E CUSTER AND INEZ R CUSTER
    EIN:
    31-1130385
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 3,000 0   0