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
A D & H R STAMBAUGH CHAR FDN
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

34-1327065
B Telephone number (see instructions)

(330) 742-7021
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$4,748,968J 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      
4 Dividends and interest from securities... 90,155 88,185  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 192,297
b Gross sales price for all assets on line 6a 882,957
7 Capital gain net income (from Part IV, line 2)... 192,297
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).......      
12 Total. Add lines 1 through 11........ 282,452 280,482  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,245 22,123   22,123
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 935 0 0 935
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,226 22   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 200     200
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,606 22,145 0 23,258
25 Contributions, gifts, grants paid....... 144,000 144,000
26 Total expenses and disbursements. Add lines 24 and 25 195,606 22,145 0 167,258
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 86,846
b Net investment income (if negative, enter -0-) 258,337
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   225 225
2 Savings and temporary cash investments......... 243,917 46,852 46,852
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)....... 1,685,205 Click to see attachment2,504,492 4,007,674
c Investments—corporate bonds (attach schedule)....... 1,203,459 Click to see attachment670,210 694,217
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,132,581 3,221,779 4,748,968
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,132,581 3,221,779
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,132,581 3,221,779
30 Total liabilities and net assets/fund balances (see instructions). 3,132,581 3,221,779
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
3,132,581
2
Enter amount from Part I, line 27a .....................
2
86,846
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,352
4
Add lines 1, 2, and 3 ..........................
4
3,221,779
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
3,221,779
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 5. ALEXANDRIA REAL ESTATE EQUITIES (REIT)   2014-09-29 2020-05-28
b 16. ALEXANDRIA REAL ESTATE EQUITIES (REIT)   2014-09-29 2020-08-27
c 6. ALPHABET INCORPORATION   2016-02-24 2020-05-28
d 4. AMAZON.COM INC   2017-11-17 2020-05-28
e 32. AMERICAN EXPRESS COMPANY   2017-04-24 2020-05-28
21. AMERICAN EXPRESS COMPANY   2017-04-24 2020-08-27
37. ANALOG DEVICES   2013-08-27 2020-05-28
53. ANALOG DEVICES   2013-08-27 2020-08-27
51. ANTHEM INC   2018-06-20 2020-04-02
62. ANTHEM INC     2020-04-16
37. ANTHEM INC   2019-05-02 2020-04-16
58. APPLE COMPUTER   2013-08-27 2020-05-28
17. APPLIED MATERIALS INC   2016-11-08 2020-05-28
18. APPLIED MATERIALS INC   2016-11-08 2020-08-27
73. AUTOMATIC DATA PROCESSING   2020-05-28 2020-08-27
50. BAXTER INTERNATIONAL INC   2010-11-24 2020-05-28
9. BECTON DICKINSON AND CO.   2016-02-24 2020-08-27
20. BERKSHIRE HATHAWAY CL-B   2017-11-17 2020-08-27
4. BLACKROCK INC   2015-04-06 2020-08-27
1. BOOKING HLDGS INC   2016-10-21 2020-08-27
100000. CARDINAL HEALTH INC 4.625% 12/15/2020   2010-12-20 2020-06-22
200. CARRIER GLOBAL CORP   2002-05-28 2020-04-16
25. CHEVRONTEXACO CORP   2011-12-01 2020-08-27
471. CISCO SYSTEMS, INC.   2015-04-06 2020-03-18
141. COLGATE PALMOLIVE CO   2006-06-02 2020-03-25
614. COMCAST CORP   2019-12-18 2020-04-02
148. CONOCOPHILLIPS   2018-08-09 2020-03-18
6. COOPER COMPANIES INC   2017-02-28 2020-05-28
9. COOPER COMPANIES INC   2017-02-28 2020-08-27
20. COSTCO WHOLESALE CORP   2013-05-13 2020-04-02
10. COSTCO WHOLESALE CORP   2013-05-13 2020-05-28
15. COSTCO WHOLESALE CORP   2013-05-13 2020-08-27
134. DOLLAR TREE INC   2019-08-15 2020-03-18
162. DOMINION RES INC VA NEW COM     2020-03-25
161. DOMINION RES INC VA NEW COM   1988-05-20 2020-05-28
34. DOMINION RES INC VA NEW COM   1988-05-20 2020-08-27
87. EOG RESOURCES INC   2016-02-24 2020-04-02
245. EOG RESOURCES INC     2020-08-27
31. ECOLAB INC   2019-02-20 2020-04-02
72. ECOLAB INC     2020-05-28
40. EDWARDS LIFESCIENCES CORP   2017-11-17 2020-04-02
73. EDWARDS LIFESCIENCES CORP   2017-11-17 2020-04-16
30. EDWARDS LIFESCIENCES CORP   2017-11-17 2020-05-28
75. EDWARDS LIFESCIENCES CORP   2017-11-17 2020-08-27
49. EMERSON ELECTRIC CO   2006-06-02 2020-08-27
162. EXXON MOBIL CORP COM     2020-08-27
16. FACEBOOK INC CL-A   2016-02-24 2020-03-25
11. FACEBOOK INC CL-A   2016-02-24 2020-04-02
18. FACEBOOK INC CL-A   2016-02-24 2020-05-28
11. FACEBOOK INC CL-A   2016-02-24 2020-08-27
50000. FHLB SERIES 0000 V/R 2% 10/28/2022-2019   2019-09-05 2020-01-28
16. HOME DEPOT INC.   2014-12-09 2020-05-28
6. HOME DEPOT INC.   2014-12-09 2020-08-27
19. HONEYWELL INTL INC COM   2013-08-27 2020-05-28
16. HONEYWELL INTL INC COM   2013-08-27 2020-08-27
21. ILLINOIS TOOL WORKS INC COM   2017-03-14 2020-05-28
6. ILLINOIS TOOL WORKS INC COM   2017-03-14 2020-08-27
47. J P MORGAN CHASE & CO   2014-12-09 2020-05-28
38. J P MORGAN CHASE & CO     2020-08-27
28. JOHNSON & JOHNSON CO   1990-11-21 2020-05-28
25. ELI LILLY & CO   2020-03-18 2020-08-27
9. LOCKHEED MARTIN (COMMON STOCK)   2016-02-24 2020-05-28
6. LOCKHEED MARTIN (COMMON STOCK)   2016-02-24 2020-08-27
3. LULULEMON ATHLETICA INC   2020-04-02 2020-05-28
24. M & T BANK CORP   2020-04-02 2020-08-27
179. MARRIOTT INTL INC NEW     2020-03-18
82. MCCORMICK & CO INC COM NON VTG   2017-04-24 2020-03-25
17. MCCORMICK & CO INC COM NON VTG   2017-04-24 2020-04-02
153. MCCORMICK & CO INC COM NON VTG   2017-04-24 2020-05-28
69. MCDONALDS CORP   1996-11-29 2020-04-02
7. MCDONALDS CORP   1996-11-29 2020-08-27
30. MICROSOFT CORP   2017-04-24 2020-05-28
12. MICROSOFT CORP   2017-04-24 2020-08-27
73. NEXTERA ENERGY, INC   2008-12-12 2020-03-25
43. NEXTERA ENERGY, INC   2008-12-12 2020-05-28
13. NEXTERA ENERGY, INC   2008-12-12 2020-08-27
4. NORTHROP GRUMMAN CORP W/1 RT/SH   2017-11-17 2020-05-28
6. NVIDIA CORP   2019-12-18 2020-05-28
11. NVIDIA CORP   2019-12-18 2020-08-27
7. O'REILLY AUTOMOTIVE INC   2017-11-17 2020-05-28
100. OTIS WORLDWIDE CORP   2002-05-28 2020-04-16
6. PEPSICO INC   2016-01-22 2020-08-27
24. PHILLIPS 66   2006-06-06 2020-04-02
129. PHILLIPS 66     2020-08-27
18. PRICE T ROWE GROUP INC   2020-05-28 2020-08-27
14. PROCTER & GAMBLE CO   2019-12-18 2020-05-28
37. PROCTER & GAMBLE CO   2019-12-18 2020-08-27
51. RAYTHEON TECHNOLOGIES CORP   2002-05-28 2020-08-27
47. ROSS STORES INC   2017-11-17 2020-08-27
11. SVB FINANCIAL GROUP   2017-04-24 2020-08-27
17. SALESFORCE.COM INC   2017-04-24 2020-05-28
13. SALESFORCE.COM INC   2017-04-24 2020-08-27
18. STRYKER CORP   2016-10-21 2020-08-27
50. SYSCO CORP   2020-04-02 2020-08-27
65. TJX COMPANIES INC W/1 RT/SH   2020-03-18 2020-08-27
93. TEXAS INSTRUMENTS INC.   2009-06-10 2020-03-25
31. TEXAS INSTRUMENTS INC.   2009-06-10 2020-05-28
27. TEXAS INSTRUMENTS INC.   2009-06-10 2020-08-27
50. THERMO ELECTRON CORP W/1 RT/SH   2014-09-29 2020-04-02
35. THERMO ELECTRON CORP W/1 RT/SH     2020-04-16
13. THERMO ELECTRON CORP W/1 RT/SH   2015-05-13 2020-05-28
12. THERMO ELECTRON CORP W/1 RT/SH   2015-05-13 2020-08-27
150. TRAVELERS COS INC/THE   2017-03-14 2020-03-25
807. TRUIST FINANCIAL CORP   2019-10-04 2020-05-28
335. UNILEVER PLC ADR SPON NEW     2020-04-02
18. UNION PACIFIC CORP   2015-05-13 2020-05-28
67. VALERO ENERGY     2020-05-28
150. VALERO ENERGY     2020-08-27
326.29 VANGUARD SMALL-CAP VALUE INDEX FUND     2020-05-28
105. VERIZON COMMUNICATIONS   2012-06-07 2020-03-25
23. VERIZON COMMUNICATIONS   2012-06-07 2020-04-02
29. VERIZON COMMUNICATIONS   2012-06-07 2020-05-28
67. VERIZON COMMUNICATIONS   2012-06-07 2020-08-27
20. VISA INC   2017-03-14 2020-05-28
9. VISA INC   2017-03-14 2020-08-27
486. WISDOMTREE US MIDCAP DIVIDEND FUND     2020-04-02
558. WISDOMTREE US SMALLCAP DIVIDEND FUND     2020-04-02
20. ACCENTURE LTD CLASS A   2011-12-01 2020-05-28
12. ACCENTURE LTD CLASS A   2011-12-01 2020-08-27
23. LINDE PLC   2018-10-31 2020-04-02
12. LINDE PLC   2018-10-31 2020-08-27
7. CHUBB LIMITED   2016-01-15 2020-05-28
20. CHUBB LIMITED   2016-01-15 2020-08-27
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(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 763   371 392
b 2,734   1,185 1,549
c 8,546   4,257 4,289
d 9,662   4,549 5,113
e 3,164   2,578 586
2,139   1,692 447
4,179   1,718 2,461
6,328   2,461 3,867
10,726   12,500 -1,774
16,662   19,224 -2,562
9,943   9,590 353
18,507   4,060 14,447
948   500 448
1,124   530 594
10,312   10,522 -210
4,361   1,348 3,013
2,227   1,314 913
4,350   3,630 720
2,388   1,472 916
1,896   1,466 430
102,016   99,950 2,066
2,536   874 1,662
2,121   2,557 -436
16,786   12,882 3,904
8,704   4,235 4,469
20,913   26,859 -5,946
3,262   10,659 -7,397
1,891   1,192 699
2,819   1,788 1,031
5,731   2,204 3,527
3,081   1,102 1,979
5,201   1,653 3,548
8,757   12,486 -3,729
11,114   1,974 9,140
13,342   2,295 11,047
2,654   485 2,169
3,349   6,033 -2,684
11,005   19,024 -8,019
4,664   5,133 -469
14,869   12,719 2,150
7,297   4,308 2,989
15,853   7,861 7,992
6,615   3,231 3,384
6,298   2,692 3,606
3,408   2,030 1,378
6,426   11,675 -5,249
2,570   1,679 891
1,761   1,154 607
4,098   1,889 2,209
3,243   1,154 2,089
50,000   49,975 25
3,949   1,596 2,353
1,735   599 1,136
2,764   1,445 1,319
2,660   1,217 1,443
3,665   2,798 867
1,193   799 394
4,725   2,942 1,783
3,892   2,232 1,660
4,121   233 3,888
3,734   3,449 285
3,603   1,931 1,672
2,379   1,288 1,091
847   549 298
2,544   2,356 188
8,983   16,775 -7,792
10,247   8,276 1,971
2,448   1,716 732
26,468   15,442 11,026
10,970   1,613 9,357
1,495   164 1,331
5,463   2,022 3,441
2,738   809 1,929
15,425   3,317 12,108
10,546   1,954 8,592
3,631   591 3,040
1,375   1,197 178
2,067   1,387 680
5,592   2,544 3,048
2,881   1,545 1,336
4,491   1,763 2,728
828   577 251
1,248   720 528
7,728   8,255 -527
2,500   2,189 311
1,613   1,739 -126
5,124   4,595 529
3,115   1,077 2,038
4,281   3,380 901
2,778   2,067 711
3,067   1,427 1,640
3,523   1,091 2,432
3,535   2,051 1,484
3,012   2,053 959
3,487   2,481 1,006
9,462   1,944 7,518
3,642   648 2,994
3,836   565 3,271
14,175   6,089 8,086
11,491   4,339 7,152
4,422   1,682 2,740
5,080   1,553 3,527
13,882   18,381 -4,499
31,266   41,117 -9,851
16,907   14,618 2,289
3,087   1,847 1,240
4,610   4,003 607
7,981   10,360 -2,379
14,905   15,500 -595
5,379   4,379 1,000
1,264   959 305
1,607   1,210 397
3,982   2,795 1,187
3,877   1,792 2,085
1,903   806 1,097
11,188   14,535 -3,347
9,547   13,986 -4,439
4,015   1,164 2,851
2,903   698 2,205
3,806   3,759 47
3,027   1,961 1,066
857   778 79
2,568   2,222 346
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
      6,475
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       392
b       1,549
c       4,289
d       5,113
e       586
      447
      2,461
      3,867
      -1,774
      -2,562
      353
      14,447
      448
      594
      -210
      3,013
      913
      720
      916
      430
      2,066
      1,662
      -436
      3,904
      4,469
      -5,946
      -7,397
      699
      1,031
      3,527
      1,979
      3,548
      -3,729
      9,140
      11,047
      2,169
      -2,684
      -8,019
      -469
      2,150
      2,989
      7,992
      3,384
      3,606
      1,378
      -5,249
      891
      607
      2,209
      2,089
      25
      2,353
      1,136
      1,319
      1,443
      867
      394
      1,783
      1,660
      3,888
      285
      1,672
      1,091
      298
      188
      -7,792
      1,971
      732
      11,026
      9,357
      1,331
      3,441
      1,929
      12,108
      8,592
      3,040
      178
      680
      3,048
      1,336
      2,728
      251
      528
      -527
      311
      -126
      529
      2,038
      901
      711
      1,640
      2,432
      1,484
      959
      1,006
      7,518
      2,994
      3,271
      8,086
      7,152
      2,740
      3,527
      -4,499
      -9,851
      2,289
      1,240
      607
      -2,379
      -595
      1,000
      305
      397
      1,187
      2,085
      1,097
      -3,347
      -4,439
      2,851
      2,205
      47
      1,066
      79
      346
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 192,297
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 3,591
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 3,591
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 3,591
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 6,392
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 6,392
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,801
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet2,801 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)
    bulletOH
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (330) 742-7021

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    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
    HUNTINGTON NATIONAL BANK CO-TRUSTEE
    40     		44,245    
    PO BOX 1558
    COLUMBUS,OH43216
    HELEN STAMBAUGH CO-TRUSTEE
    20     		0    
    30 OVERHILL AVE
    YOUNGSTOWN,OH44512
    LEONARD OLSON CO-TRUSTEE
    20     		0    
    1200 METROPOLITAN TOWER
    YOUNGSTOWN,OH44503
    FRANK HIERRO DIRECTOR
    1     		0    
    PO BOX 44503
    YOUNGSTOWN,OH44503
    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
    4,162,971
    b
    Average of monthly cash balances.......................
    1b
    116,230
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,279,201
    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
    4,279,201
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    64,188
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,215,013
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    210,751
    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
    210,751
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,591
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,591
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    207,160
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    207,160
    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
    207,160
    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
    167,258
    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
    167,258
    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
    167,258
    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 7 207,160
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 59,020
    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$ 167,258
    a Applied to 2019, but not more than line 2a 59,020
    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..... 108,238
    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 ..........     		98,922
    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).)
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SHEPHERDS FOUNDATION
    PO BOX 50
    KENSINGTON,MD20895     		NONE PC GENERAL SUPPORT 36,000
    PARK VISTA
    1216 FIFTH AVE
    YOUNGSTOWN,OH44504     		NONE PC GENERAL SUPPORT 72,000
    COPELAND OAKS
    715 S JOHNSON RD
    SEBRING,OH44672     		NONE PC GENERAL SUPPORT 36,000
    Total .................................bullet 3a 144,000
    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 ...........     		         
    4 Dividends and interest from securities....     14 90,155  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 192,297  
    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)..   282,452  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    282,452
    (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:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 935     935

    TY 2020 ExplnOfNonFilingWithAGStmt
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA CORP 5.42% 03/    
    CARDINAL HEALTH INC 4.625% 12/    
    EATON VANCE FLOATING RATE FUND    
    GENERAL ELCTRIC CAP CORP SERIE    
    ISHARES CORE TOTAL U.S. BOND M    
    JP MPORGAN CHASE & CO 2.6% 01/    
    PIMCO INCOME FUND-INSTITUTIONA    
    SPDR BARCLAYS HIGH YIELD BOND    
    VANGUARD INFLATION PROTECTED S    
    WELLS FARGO COMPANY 1.5% 01/16    
    POWERSHARES PREFERRED PORTFOLI    
    ABBOTT LABORATORIES 2.55%    
    FEDERATED TOTAL RETURN BOND FU    
    LORD ABBETT SHORT DURATION    
    PRUDENTIAL TOTAL RETURN BOND    
    STRYKER CORP 3.375%    
    VANGUARD GNMA FUND - ADMIRAL    
    FFCB 2.85% 04/24/2025-2017    
    FEDERATED INSTITUTIONAL HIGH    
    FREDDIE MAC 2.4% 02/26/2021-20    
    INVESCO POWERSHARES PREFERRED    
    JP MPORGAN CHASE & CO 4.35%    
    UNION PACIFIC CORP 2.75%    
    FHLB SERIES 0000 V/R 2% 10/28/    
    GILEAD SCIENCES INC 2.5% 09/01    
    375558BL6 GILEAD SCIENCES INC 50,350 52,628
    46625HJC5 JP MORGAN CAHSE & CO 102,969 102,555
    92826CAD4 VISA INC SR GLBL 112,078 112,096
    828807CY1 SIMON PROPERTY GROUP 106,008 110,728
    863667AF8 STRYKER CORP 3.375% 100,688 108,740
    907818DN5 UNION PACIFIC CORP 2 98,194 104,722
    002824BA7 ABBOTT LABS 2.55% 03 99,923 102,748

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JEFFERIES TR/J ALERIAN MLP ETF    
    AT&T INC    
    ABBOTT LABORATORIES    
    ABBVIE INC    
    AEGON N V PFD 6.375%    
    ALEXANDRIA REAL ESTATE EQUITIE    
    ALTRIA GROUP INC    
    AMGEN INC    
    ANADARKO PETROLEUM CORP W/1 RT    
    ANTHEM INC    
    APPLE INC    
    BAXALTA INC    
    BAXTER INTERNATIONAL INC W/1 R    
    BLACKROCK OINC    
    BOEING CO    
    BORG-WARNER INC    
    BROADCOM CORPO CL A    
    CVS HEALTH CORPORATION    
    CATERPILLAR INC    
    CHEVRON CORPORATION    
    CHUBB CORP W/ 1RT/SH    
    CHURCH & DWIGHT CO INC W/1 RT/    
    CISCO SYSTEMS    
    COLGATE PALMOLIVE    
    COMCAST CORP CL A    
    CONOCOPHILLIPS    
    CONSTELLATION BRANDS INC CL A    
    COSTCO WHOLESALE CORP    
    DOMINION RESOURCES INC/ VA    
    EASTMAN CHEMICAL CO    
    EMERSON ELCTRIC CO    
    EXXON MOBIL CORP    
    GENERAL ELECTRIC CO    
    HARBOR INTERNATIONAL FUND    
    HOME DEPOT INC    
    HONEYWELL INTERNATIONAL INC    
    IBM CORP    
    JP CHASE MORGAN & CO    
    JOHSON& JOHNSON    
    KLA-TENCOR CORP    
    KINDER MORGAN INC    
    KOHLS CORP    
    THE KROGER CO    
    LOWES COMPANIES INC    
    MCDONALDS CORP    
    MERCK & CO INC    
    METLIFE INC    
    MONSANTO CO    
    NEXTERA ENERGY INC    
    NIKE INC CL B    
    OCCIDENTAL PETROLEUM CORP    
    PNC FINANCIAL SERVICES    
    PFIZER INC    
    PHILIP MORRIS INTL INC    
    PHILLIPS 66    
    PRAXAIR INC    
    PROCTER & GAMBLE CO    
    PRUDENTIAL FINANCIAL INC    
    QUALCOMM INC    
    ROYAL DUTCH SHELL PLC-ADR    
    SCHLUMBERGER LTD    
    SEMPRA ENERGY    
    SMUCKER (J.M) CO THE-NEW COM W    
    STARBUCKS CORP    
    TARGET CORP    
    TEXAS INSTRUMENT INC    
    THERMO FISHER SCIENTIFIC IN 1    
    US BANCORP    
    UNION PACIFIC CORP    
    UNITED TECHNOLOGIES CORP    
    V F CORP    
    VALERO ENERGY CORP    
    VANGUARD REIT FUND    
    VERIZON COMMUNICATONS    
    ALLERGAN PLC    
    ACCENTURE PLC CL A    
    ACE LIMITED    
    ANALOG DEVICES INC    
    DU PONT E I NEMOURS & CO    
    ACTAVIS PLC    
    APACHE CORP    
    DOVER CORP    
    FREEPORT-CMORAN INC W/1 RT/SH    
    GENUINE PARTS CO W/1 RT /SH    
    GOLDMAN SACHS GROUP INC    
    INTEL CORP    
    PACKAGING CORP OF AMERICA    
    ALPHABET INC - CL A    
    AMERICAN INTL GROUP    
    APPLIED MATERIALS INC    
    BECTON DICKINSON    
    BRISTOL-MYERS SQUIBB CO    
    BROADCOM LTD    
    CHUBB LIMITED    
    CR BARD INC    
    CROWN CASTLE INTL CORP    
    DOW CHEMICAL    
    EATON VANCE ATLANTA CAPITAL    
    EOG RESOURCES INC    
    FACEBOOK INC-A    
    ISHARES S&P SMALL-CAP 600 GROW    
    LOCKHEED MARTIN CORPORATION    
    MASCO CORP    
    PEPSICO INC    
    PIONEER NATURAL RESOURCE W/1    
    PRICELINE GROUP INC    
    STRYKER CORP    
    UNILEVER PLC SPONSORED ADR    
    UNITEDHEALTH GROUP INC    
    VANGUARD SMALL-CAP VALUE INDEX    
    WALT DISNEY CO    
    WISDOMTREE MIDCAP DIVIDEND FUN    
    WISDOMTREE SMALL CAP DVD INDEX    
    AMAZON.COM INC    
    AMERICAN EXPRESS    
    BERKSHIRE HATHAWAY INC CL B    
    COOPER COMPANIES INC W/1 RT P/    
    COSTCO WHOLESALE CORP    
    DOWDUPONT INC    
    EDWARDS LIFESCIENCES CORP    
    ILLINOIS TOOL WORKS    
    M & T BANK CORP    
    MARRIOTT INTERNATIONAL INC NEW    
    MCCORMICK & CO INC COM NON VTG    
    MICROSOFT CORP    
    NORTHROP GRUMMAN CORP W/1 RT/S    
    O'REILLY AUTOMOTIVE INC    
    ROCKWELL AUTOMATION, INC    
    ROSS STORES INC    
    SVB FINANCIAL GROUP    
    SALESFORCE.COM INC    
    TRAVELERS COS INC    
    VISA INC CLASS A SHARES    
    BOOKING HOLDINGS INC    
    DOMINION ENERGY    
    ISHARES CORE S&P SMALL-CAP ETF    
    MICROSOFT CORP    
    AMERICAN FUNDS- NEW WORLD FUND    
    PARKER HANNFIN CORP    
    SALESFORCE COM INC    
    VANGUARD DEVELOPED MARKETS IND    
    LINDE PUBLIC LIMITED COMPANY    
    CAPITAL ONE FINANCIAL CORP    
    DOLLAR TREE INC    
    ECOLAB INC W/1 RT PER SHARE    
    FISERV INC    
    MFS GLOBAL REAL ESTATE FUND-R6    
    NVIDIA CORP    
    TOUCHSTONE MID CAP FUND INSTL    
    TRUIST FINANCIAL CORPORATION    
    WAL-MART STORES INC    
    922031794 VANGUARD GNMA FUND 35,530 36,123
    649280815 AMERICAN FUNDS - NEW 6,500 8,192
    05586X405 BNY MELLON SMALL/MID 20,671 25,503
    464287887 ISHARES SP SMALL-CAP 15,021 25,120
    464287804 ISHARES CORE SP SMAL 9,479 10,569
    30303M102 FACEBOOK INC CL-A 30,138 61,188
    478160104 JOHNSON JOHNSON 22,461 44,066
    512807108 LAM RESEARCH CORP 11,012 15,113
    G1151C101 ACCENTURE LTD CLASS 14,259 63,996
    31421N683 FEDERATED KAUFMANN S 20,712 27,794
    032654105 ANALOG DEVICES INC 20,556 61,160
    452308109 ILLINOIS TOOL WORKS 34,828 51,174
    543916688 LORD ABBETT SHORT DU 115,000 114,210
    216648402 COOPER COS INC/THE 8,719 16,349
    22160K105 COSTCO WHOLESALE COR 28,298 74,226
    46120E602 INTUITIVE SURGICAL I 39,039 61,358
    532457108 ELI LILLY CO 21,438 25,664
    701094104 PARKER-HANNIFIN CORP 21,053 29,420
    773903109 ROCKWELL AUTOMATION 22,147 24,579
    907818108 UNION PACIFIC CORP 26,108 39,562
    92343V104 VERIZON COMMUNICATIO 12,721 17,919
    92939U106 WEC ENERGY GROUP INC 11,364 11,320
    H1467J104 CHUBB LIMITED 28,103 38,942
    922031737 VANGUARD INFLATION-P 80,000 86,069
    277902698 E V ATLANTA CAP SMID 15,500 20,491
    61756E461 MORGAN STANLEY INSTI 2,000 2,302
    46138E511 INVESCO PREFERRED ET 101,969 107,095
    015271109 ALEXANDRIA REAL ESTA 14,817 35,466
    67066G104 NVIDIA CORP 39,823 97,129
    74144T108 T ROWE PRICE GROUP I 18,239 22,709
    438516106 HONEYWELL INTERNATIO 20,819 35,096
    872540109 TJX COS INC/THE 6,489 11,609
    594918104 MICROSOFT CORP 61,942 145,908
    65339F101 NEXTERA ENERGY INC 10,366 65,115
    67103H107 O'REILLY AUTOMOTIVE 29,533 55,214
    11135F101 BROADCOM INC 13,904 35,904
    580135101 MCDONALD S CORP 2,969 27,252
    666807102 NORTHROP GRUMMAN COR 31,783 30,472
    31420B847 FEDERATED INSTITUTIO 71,000 71,526
    00507V109 ACTIVISION BLIZZARD 24,387 41,133
    166764100 CHEVRON CORP 19,913 15,792
    28176E108 EDWARDS LIFESCIENCES 34,507 65,959
    46625H100 JPMORGAN CHASE CO 53,230 75,607
    713448108 PEPSICO INC 21,199 29,067
    742718109 PROCTER GAMBLE CO/T 43,535 50,090
    74340W103 PROLOGIS INC 21,821 22,324
    91324P102 UNITEDHEALTH GROUP I 26,945 46,991
    552982720 MFS GLOBAL REAL ESTA 5,000 5,436
    02079K305 ALPHABET INCORPORATI 35,433 70,106
    025816109 AMERICAN EXPRESS CO 29,091 38,933
    075887109 BECTON DICKINSON AND 14,103 17,766
    084670702 BERKSHIRE HATHAWAY C 20,321 24,578
    09857L108 BOOKING HLDGS INC 19,704 26,727
    291011104 EMERSON ELECTRIC CO 17,167 31,103
    778296103 ROSS STORES INC 10,858 18,544
    79466L302 SALESFORCE.COM INC 20,982 55,633
    824348106 SHERWIN WILLIAMS CO 11,495 12,493
    G5494J103 LINDE PLC 8,827 14,230
    25746U109 DOMINION ENERGY INC 11,490 21,808
    863667101 STRYKER CORP 8,203 17,643
    22822V101 CROWN CASTLE INTERNA 19,458 26,903
    550021109 LULULEMON ATHLETICA 28,775 45,592
    72201F490 PIMCO INCOME FUND 115,000 115,166
    74440B405 PGIM TOTAL RETURN BO 105,000 111,093
    921910501 VANGUARD INTERNATION 7,000 10,040
    071813109 BAXTER INTERNATIONAL 17,728 37,954
    931142103 WAL MART STORES INC 25,122 30,560
    007903107 ADVANCED MICRO DEVIC 21,168 34,850
    55261F104 MT BANK CORP 8,539 11,075
    09247X101 BLACKROCK INC 27,215 41,128
    921943858 VANGUARD FTSE DEVELO 4,555 4,910
    91913Y100 VALERO ENERGY CORP 40,318 24,834
    75513E101 RAYTHEON TECHNOLOGIE 3,147 10,655
    037833100 APPLE INC 52,513 203,281
    038222105 APPLIED MATERIALS IN 16,746 49,105
    654106103 NIKE INC 13,749 43,573
    871829107 SYSCO CORP 24,928 38,615
    882508104 TEXAS INSTRUMENTS IN 17,825 73,038
    92826C839 VISA INC 47,308 89,679
    31428Q739 FEDERATED TOTAL RETU 110,000 116,613
    89155T649 TOUCHSTONE MID CAP F 13,000 15,650
    023135106 AMAZON COM INC 63,127 130,277
    097023105 BOEING CO/THE 19,132 28,256
    14040H105 CAPITAL ONE FINANCIA 20,521 38,650
    254687106 WALT DISNEY CO/THE 17,325 32,431
    337738108 FISERV INC 21,333 26,302
    437076102 HOME DEPOT INC/THE 22,101 49,405
    539830109 LOCKHEED MARTIN CORP 23,003 32,658
    78486Q101 SVB FINANCIAL GROUP 10,335 21,331
    883556102 THERMO FISHER SCIENT 34,000 79,183

    TY 2020 OtherExpensesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAX PAYMENT 200 0   200


    TY 2020 OtherIncreasesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 2,130
    COST BASIS ADJUSTMENT 222


    TY 2020 TaxesSchedule
    Name:
    A D & H R STAMBAUGH CHAR FDN
    EIN:
    34-1327065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 20 20   0
    FEDERAL ESTIMATES - PRINCIPAL 6,204 0   0
    FOREIGN TAXES ON NONQUALIFIED 2 2   0