TY 2020 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
FLORENCE M FISHER CHARITABLE TRUST

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

26-6144979

B Telephone number (see instructions)

(330) 829-3219

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,363,489J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	101,868		100,561
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		220,949
b	Gross sales price for all assets on line 6a 1,544,555
7	Capital gain net income (from Part IV, line 2)...			220,949
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........	322,817		321,510
13	Compensation of officers, directors, trustees, etc.	37,044		18,522		18,522
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).......		1,000	0	0	1,000
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		545	323		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).......		200			200
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	38,789		18,845	0	19,722
25	Contributions, gifts, grants paid.......	128,790				128,790
26	Total expenses and disbursements. Add lines 24 and 25	167,579		18,845	0	148,512
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	155,238
b	Net investment income (if negative, enter -0-)			302,665
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-6,590	-8,476	-8,476
	2	Savings and temporary cash investments.........	59,266	29,235	29,235
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	1,374,545	2,266,926	2,880,320
	c	Investments—corporate bonds (attach schedule).......	1,134,118	425,836	462,410
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,561,339	2,713,521	3,363,489
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,561,339	2,713,521
	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).....	2,561,339	2,713,521
	30	Total liabilities and net assets/fund balances (see instructions).	2,561,339	2,713,521

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

2,561,339

Enter amount from Part I, line 27a .....................

155,238

Other increases not included in line 2 (itemize) bullet

388

Add lines 1, 2, and 3 ..........................

2,716,965

Decreases not included in line 2 (itemize) bullet

3,444

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

2,713,521

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	151. AFLAC INCORPORATED			2020-04-03
b	30. AFLAC INCORPORATED		2016-01-04	2020-08-12
c	52. AFLAC INCORPORATED		2016-01-04	2020-11-17
d	49. AFLAC INCORPORATED		2016-01-04	2020-12-04
e	51. ATT INC		2017-05-19	2020-08-12
	75. ATT INC		2017-05-19	2020-11-17
	78. ATT INC		2017-05-19	2020-12-04
	56. ABBVIE INC		2015-04-30	2020-04-03
	15. ABBVIE INC		2015-04-30	2020-08-12
	30. ABBVIE INC		2015-04-30	2020-11-17
	29. ABBVIE INC		2015-04-30	2020-12-04
	600. ALTRIA GROUP INC		2017-05-19	2020-04-03
	14. AMERICAN WATER WORKS CO INC		2020-04-03	2020-08-12
	16. AMERICAN WATER WORKS CO INC		2020-04-03	2020-11-17
	21. AMERICAN WATER WORKS CO INC		2020-04-03	2020-12-04
	7. AMERISOURCEBERGEN CORP		2020-04-03	2020-08-12
	7. AMERISOURCEBERGEN CORP		2020-04-03	2020-11-17
	12. AMERISOURCEBERGEN CORP		2020-04-03	2020-12-04
	304. AUTOMATIC DATA PROCESSING		2017-09-22	2020-04-03
	96. AUTOMATIC DATA PROCESSING		2017-09-22	2020-05-29
	600. BALL CORP W/1 RT/SH		2010-12-15	2020-04-03
	3. BLACKROCK INC		2020-05-29	2020-12-04
	4. BROADCOM INC		2020-04-03	2020-12-04
	200. CVS CORP		2012-04-09	2020-04-03
	7. CATERPILLAR INC.		2020-04-03	2020-08-12
	15. CATERPILLAR INC.		2020-04-03	2020-11-17
	14. CATERPILLAR INC.		2020-04-03	2020-12-04
	15. CHEVRONTEXACO CORP		2015-04-30	2020-08-12
	15. CHEVRONTEXACO CORP		2015-04-30	2020-11-17
	22. COCA-COLA CO		2019-02-27	2020-08-12
	37. COCA-COLA CO		2019-02-27	2020-11-17
	38. COCA-COLA CO		2019-02-27	2020-12-04
	55. CONSTELLATION BRANDS INC CL A		2019-02-27	2020-04-03
	206. CROWN CASTLE INTERNATIONAL CORP		2017-01-05	2020-04-03
	7. CROWN CASTLE INTERNATIONAL CORP		2017-01-05	2020-08-12
	15. CROWN CASTLE INTERNATIONAL CORP		2017-01-05	2020-11-17
	99. CROWN CASTLE INTERNATIONAL CORP		2017-01-05	2020-12-04
	8. DIGITAL REALTY TRUST (REIT)		2020-04-03	2020-08-12
	15. DIGITAL REALTY TRUST (REIT)		2020-04-03	2020-11-17
	62. DIGITAL REALTY TRUST (REIT)		2020-04-03	2020-12-04
	500. DOMINION RES INC VA NEW COM		2016-01-04	2020-04-03
	155. DUKE ENERGY CORP		2016-05-06	2020-04-03
	15. DUKE ENERGY CORP		2016-05-06	2020-08-12
	23. DUKE ENERGY CORP		2016-05-06	2020-11-17
	23. DUKE ENERGY CORP		2016-05-06	2020-12-04
	15. EASTMAN CHEMICAL CO		2019-06-17	2020-11-17
	18. EASTMAN CHEMICAL CO		2019-06-17	2020-12-04
	7. ECOLAB INC		2019-06-17	2020-08-12
	8. ECOLAB INC		2019-06-17	2020-11-17
	7. ECOLAB INC		2019-06-17	2020-12-04
	30. EMERSON ELECTRIC CO		2015-04-30	2020-08-12
	40. EMERSON ELECTRIC CO		2020-04-03	2020-11-17
	5. EMERSON ELECTRIC CO		2015-04-30	2020-11-17
	45. EMERSON ELECTRIC CO		2020-04-03	2020-12-04
	23. EXXON MOBIL CORP COM		2007-03-03	2020-08-12
	37. EXXON MOBIL CORP COM		2007-03-03	2020-11-17
	125.98 FEDERATED INSTITUTIONAL HIGH-YIELD BOND		2019-06-17	2020-08-12
	50000. HALLIBURTON CO 3.8% 11/15/2025-2025		2015-11-19	2020-07-27
	7. HOME DEPOT INC.		2019-06-17	2020-08-12
	8. HOME DEPOT INC.		2019-06-17	2020-12-04
	7. HONEYWELL INTL INC COM		2020-04-03	2020-08-12
	15. HONEYWELL INTL INC COM		2020-04-03	2020-11-17
	16. HONEYWELL INTL INC COM		2020-04-03	2020-12-04
	55. ILLINOIS TOOL WORKS INC COM		2018-01-12	2020-04-03
	7. ILLINOIS TOOL WORKS INC COM		2018-01-12	2020-08-12
	8. ILLINOIS TOOL WORKS INC COM		2018-01-12	2020-11-17
	11. ILLINOIS TOOL WORKS INC COM		2018-01-12	2020-12-04
	7. INTERNATIONAL BUSINESS MACHINES CORP		2020-04-03	2020-08-12
	15. INTERNATIONAL BUSINESS MACHINES CORP		2020-04-03	2020-11-17
	7. INTERNATIONAL BUSINESS MACHINES CORP		2020-04-03	2020-12-04
	8. INTERNATIONAL BUSINESS MACHINES CORP		2008-02-07	2020-12-04
	227. ISHARES TIPS BOND ETF			2020-05-27
	15. J P MORGAN CHASE & CO		2020-04-03	2020-08-12
	11. J P MORGAN CHASE & CO		2008-04-28	2020-11-17
	19. J P MORGAN CHASE & CO		2020-04-03	2020-11-17
	26. J P MORGAN CHASE & CO		2008-04-28	2020-12-04
	15. JOHNSON & JOHNSON CO		2020-04-03	2020-08-12
	15. JOHNSON & JOHNSON CO		2020-04-03	2020-11-17
	6. JOHNSON & JOHNSON CO		2020-04-03	2020-12-04
	13. JOHNSON & JOHNSON CO		2008-02-07	2020-12-04
	49. KIMBERLY-CLARK CORPORATION		2016-05-06	2020-04-03
	14. KIMBERLY-CLARK CORPORATION		2016-05-06	2020-08-12
	15. KIMBERLY-CLARK CORPORATION		2016-05-06	2020-11-17
	16. KIMBERLY-CLARK CORPORATION		2016-05-06	2020-12-04
	7. LOCKHEED MARTIN (COMMON STOCK)		2020-04-03	2020-08-12
	8. LOCKHEED MARTIN (COMMON STOCK)		2020-04-03	2020-11-17
	8. LOCKHEED MARTIN (COMMON STOCK)		2020-04-03	2020-12-04
	13588.82 LORD ABBETT SHORT DURATION INCOME FUND			2020-05-28
	6661.98 LORD ABBETT SHORT DURATION INCOME FUND		2019-06-17	2020-08-12
	8. M & T BANK CORP		2019-02-27	2020-08-12
	7. M & T BANK CORP		2019-02-27	2020-11-17
	8. M & T BANK CORP		2019-02-27	2020-12-04
	1299.83 MFS GLOBAL REAL ESTATE FUND		2020-04-03	2020-08-12
	16.64 MFS GLOBAL REAL ESTATE FUND		2020-04-03	2020-11-18
	281.99 MFS GLOBAL REAL ESTATE FUND		2020-04-03	2020-12-04
	112. MCCORMICK & CO INC COM NON VTG		2017-09-22	2020-04-03
	288. MCCORMICK & CO INC COM NON VTG		2017-09-22	2020-05-29
	7. MCDONALDS CORP		2019-06-17	2020-08-12
	15. MCDONALDS CORP		2019-06-17	2020-11-17
	14. MCDONALDS CORP		2019-06-17	2020-12-04
	425. MERCK CO INC			2020-04-03
	8. MICROSOFT CORP		2020-04-03	2020-08-12
	22. MICROSOFT CORP		2020-04-03	2020-11-17
	51. MICROSOFT CORP		2020-04-03	2020-12-04
	128. NEXTERA ENERGY, INC		2017-09-22	2020-04-03
	37. NEXTERA ENERGY, INC		2017-09-22	2020-05-29
	8. NEXTERA ENERGY, INC		2017-09-22	2020-08-12
	43. NEXTERA ENERGY, INC		2017-09-22	2020-11-17
	116. NEXTERA ENERGY, INC		2017-09-22	2020-12-04
	445. NIKE INC CL B		2014-05-29	2020-04-03
	15. NUCOR CORP		2020-05-29	2020-08-12
	23. NUCOR CORP		2020-05-29	2020-11-17
	22. NUCOR CORP		2020-05-29	2020-12-04
	7. PNC FINANCIAL CORP		2019-02-27	2020-08-12
	15. PNC FINANCIAL CORP		2019-02-27	2020-11-17
	16. PNC FINANCIAL CORP		2019-02-27	2020-12-04
	8. PARKER HANNIFIN CORP		2020-05-29	2020-08-12
	7. PARKER HANNIFIN CORP		2020-05-29	2020-11-17
	10. PARKER HANNIFIN CORP		2020-05-29	2020-12-04
	7. PEPSICO INC		2020-04-03	2020-08-12
	15. PEPSICO INC		2020-04-03	2020-11-17
	18. PEPSICO INC		2020-04-03	2020-12-04
	403. PFIZER INC			2020-04-03
	407. PFIZER INC			2020-05-29
	2508.36 PIMCO INCOME FUND		2019-02-27	2020-05-28
	10505.26 PIMCO INCOME FUND			2020-05-28
	3727.89 PIMCO LONG DURATION TOTAL RETURN FUND			2020-05-28
	102.87 PIMCO LONG DURATION TOTAL RETURN FUND		2019-06-17	2020-08-12
	7. PROCTER & GAMBLE CO		2020-04-03	2020-08-12
	23. PROCTER & GAMBLE CO		2020-04-03	2020-11-17
	21. PROCTER & GAMBLE CO		2020-04-03	2020-12-04
	15. PROLOGIS INC (REIT)		2020-04-03	2020-08-12
	15. PROLOGIS INC (REIT)		2020-04-03	2020-11-17
	18. PROLOGIS INC (REIT)		2020-04-03	2020-12-04
	15. PRUDENTIAL FINL INC		2019-02-27	2020-08-12
	22. PRUDENTIAL FINL INC		2019-02-27	2020-11-17
	20. PRUDENTIAL FINL INC		2019-02-27	2020-12-04
	163. REALTY INCOME CORP (REIT)		2016-05-06	2020-04-03
	22. REALTY INCOME CORP (REIT)		2016-05-06	2020-08-12
	38. REALTY INCOME CORP (REIT)		2016-05-06	2020-11-17
	36. REALTY INCOME CORP (REIT)		2016-05-06	2020-12-04
	31. SPDR SP REGIONAL BANKING ETF		2020-05-29	2020-08-12
	44. SPDR SP REGIONAL BANKING ETF		2020-05-29	2020-11-17
	45. SPDR SP REGIONAL BANKING ETF		2020-05-29	2020-12-04
	225. SIMON PROPERTY GROUP INC NEW (REIT)			2020-04-03
	700. SOUTHERN CO			2020-04-03
	8. SYSCO CORP		2020-05-29	2020-08-12
	15. SYSCO CORP		2020-05-29	2020-11-17
	16. SYSCO CORP		2020-05-29	2020-12-04
	50000. SYSCO CORP 2.6% 10/01/2020-2020		2015-09-30	2020-09-01
	303. TJX COMPANIES INC W/1 RT/SH		2020-04-03	2020-06-30
	170. TJX COMPANIES INC W/1 RT/SH		2019-06-17	2020-06-30
	43. TARGET CORP			2020-04-03
	8. TARGET CORP		2008-01-30	2020-08-12
	15. TARGET CORP		2008-01-30	2020-11-17
	14. TARGET CORP		2008-01-30	2020-12-04
	500. TEXAS INSTRUMENTS INC.		2009-07-14	2020-04-03
	200. 3M CO COM		2008-02-07	2020-04-03
	37. UNITED PARCEL SVC INC		2016-05-06	2020-04-03
	8. UNITED PARCEL SVC INC		2016-05-06	2020-08-12
	7. UNITED PARCEL SVC INC		2016-05-06	2020-11-17
	10. UNITED PARCEL SVC INC		2016-05-06	2020-12-04
	15. V F CORP W/1 RT/SH		2020-06-30	2020-08-12
	23. V F CORP W/1 RT/SH		2020-06-30	2020-11-17
	26. V F CORP W/1 RT/SH		2020-06-30	2020-12-04
	131. VERIZON COMMUNICATIONS		2015-04-06	2020-04-03
	22. VERIZON COMMUNICATIONS		2015-04-06	2020-08-12
	37. VERIZON COMMUNICATIONS		2015-04-06	2020-11-17
	37. VERIZON COMMUNICATIONS		2015-04-06	2020-12-04
	22. WEC ENERGY GROUP INC		2020-04-03	2020-08-12
	30. WEC ENERGY GROUP INC		2020-04-03	2020-11-17
	107. WEC ENERGY GROUP INC		2020-04-03	2020-12-04
	38. WAL-MART STORES, INC.		2008-08-11	2020-04-03
	14. WAL-MART STORES, INC.		2008-08-11	2020-08-12
	23. WAL-MART STORES, INC.		2008-08-11	2020-11-17
	23. WAL-MART STORES, INC.		2008-08-11	2020-12-04
	102.59 WESTERN ASSET CORE PLUS BD I		2020-05-28	2020-08-12
	2309. WISDOMTREE US MIDCAP DIVIDEND FUND			2020-11-17
	700. WISDOMTREE US MIDCAP DIVIDEND FUND		2019-06-17	2020-11-17
	176. WISDOMTREE US SMALLCAP DIVIDEND FUND		2020-11-17	2020-12-04
	1471. WISDOMTREE INTERNATIONAL LARGECAP DIVID		2018-03-22	2020-04-03
	3. WISDOMTREE INTERNATIONAL LARGECAP DIVID		2018-03-22	2020-11-17
	284. WISDOMTREE INTERNATIONAL LARGECAP DIVID		2018-03-22	2020-12-04
	18. LINDE PLC		2018-10-31	2020-04-03
	8. LINDE PLC		2018-10-31	2020-08-12
	15. LINDE PLC		2018-10-31	2020-11-17
	15. LINDE PLC		2018-10-31	2020-12-04
	8. MEDTRONIC PLC SHS		2020-04-03	2020-08-12
	15. MEDTRONIC PLC SHS		2020-04-03	2020-11-17
	17. MEDTRONIC PLC SHS		2020-04-03	2020-12-04
	152. CHUBB LIMITED			2020-04-03
	8. CHUBB LIMITED		2010-09-28	2020-08-12
	7. CHUBB LIMITED		2010-09-28	2020-11-17
	10. CHUBB LIMITED		2010-09-28	2020-12-04
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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

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,837	5,111	-274
b	1,121	883	238
c	2,240	1,531	709
d	2,257	1,443	814
e	1,535	1,956	-421
	2,171	2,877	-706
	2,302	2,992	-690
	4,167	3,621	546
	1,422	970	452
	3,001	1,940	1,061
	3,102	1,875	1,227
	22,128	42,624	-20,496
	2,049	1,620	429
	2,581	1,851	730
	3,158	2,430	728
	722	577	145
	735	577	158
	1,223	989	234
	39,503	32,917	6,586
	13,741	10,395	3,346
	38,563	10,361	28,202
	2,129	1,594	535
	1,639	944	695
	11,038	8,786	2,252
	991	799	192
	2,582	1,713	869
	2,532	1,599	933
	1,349	1,667	-318
	1,299	1,667	-368
	1,067	982	85
	1,975	1,652	323
	2,017	1,696	321
	6,954	9,263	-2,309
	29,661	17,897	11,764
	1,158	605	553
	2,492	1,291	1,201
	16,412	8,519	7,893
	1,233	1,081	152
	2,125	2,027	98
	8,257	8,377	-120
	34,881	33,479	1,402
	12,039	12,318	-279
	1,265	1,192	73
	2,173	1,828	345
	2,096	1,828	268
	1,441	1,087	354
	1,837	1,305	532
	1,383	1,331	52
	1,696	1,521	175
	1,573	1,331	242
	2,141	1,768	373
	3,084	1,860	1,224
	385	295	90
	3,580	2,092	1,488
	1,002	1,612	-610
	1,420	2,594	-1,174
	1,221	1,228	-7
	54,186	50,106	4,080
	1,964	1,459	505
	2,129	1,667	462
	1,115	900	215
	3,075	1,928	1,147
	3,376	2,056	1,320
	7,744	9,395	-1,651
	1,390	1,196	194
	1,681	1,367	314
	2,266	1,879	387
	882	756	126
	1,772	1,619	153
	879	756	123
	1,005	827	178
	27,547	25,533	2,014
	1,530	1,286	244
	1,269	527	742
	2,192	1,628	564
	3,178	1,246	1,932
	2,242	2,004	238
	2,248	2,004	244
	900	802	98
	1,949	820	1,129
	6,325	6,266	59
	2,235	1,790	445
	2,148	1,918	230
	2,204	2,046	158
	2,745	2,481	264
	3,025	2,836	189
	2,935	2,836	99
	55,578	57,121	-1,543
	27,780	27,980	-200
	874	1,369	-495
	868	1,198	-330
	1,006	1,369	-363
	21,330	16,378	4,952
	288	210	78
	4,977	3,553	1,424
	16,114	10,876	5,238
	49,581	27,967	21,614
	1,442	1,423	19
	3,236	3,049	187
	2,962	2,846	116
	32,661	15,681	16,980
	1,670	1,245	425
	4,750	3,424	1,326
	10,910	7,936	2,974
	28,509	18,816	9,693
	9,376	5,439	3,937
	2,266	1,176	1,090
	3,328	1,580	1,748
	8,429	4,263	4,166
	35,044	17,026	18,018
	681	627	54
	1,238	961	277
	1,242	919	323
	776	874	-98
	1,891	1,873	18
	2,283	1,997	286
	1,661	1,438	223
	1,850	1,258	592
	2,761	1,797	964
	966	869	97
	2,174	1,861	313
	2,612	2,233	379
	13,432	12,641	791
	15,445	11,959	3,486
	28,470	30,000	-1,530
	119,235	127,000	-7,765
	43,206	41,890	1,316
	1,260	1,129	131
	949	798	151
	3,297	2,621	676
	2,861	2,393	468
	1,541	1,100	441
	1,559	1,100	459
	1,755	1,320	435
	1,032	1,441	-409
	1,656	2,114	-458
	1,628	1,922	-294
	7,397	10,308	-2,911
	1,373	1,388	-15
	2,388	2,392	-4
	2,200	2,265	-65
	1,250	1,192	58
	2,134	1,692	442
	2,280	1,730	550
	10,153	42,728	-32,575
	35,979	25,529	10,450
	478	442	36
	1,109	828	281
	1,232	883	349
	50,000	50,000
	15,255	12,796	2,459
	8,559	9,153	-594
	3,966	2,322	1,644
	1,071	425	646
	2,456	797	1,659
	2,433	744	1,689
	50,430	10,514	39,916
	26,922	15,852	11,070
	3,379	3,777	-398
	1,266	817	449
	1,180	715	465
	1,676	1,021	655
	947	910	37
	1,948	1,395	553
	2,287	1,577	710
	7,138	6,491	647
	1,289	1,090	199
	2,248	1,833	415
	2,274	1,833	441
	2,041	1,903	138
	3,040	2,595	445
	9,992	9,255	737
	4,479	2,229	2,250
	1,840	821	1,019
	3,493	1,349	2,144
	3,398	1,349	2,049
	1,288	1,245	43
	77,467	58,029	19,438
	23,485	25,095	-1,610
	4,551	4,405	146
	51,741	72,415	-20,674
	132	148	-16
	12,853	13,981	-1,128
	2,955	2,942	13
	1,984	1,308	676
	3,810	2,452	1,358
	3,702	2,452	1,250
	814	686	128
	1,651	1,287	364
	1,923	1,459	464
	15,913	13,210	2,703
	1,044	464	580
	1,051	406	645
	1,550	581	969
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119
			5,119

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			-274
b			238
c			709
d			814
e			-421
			-706
			-690
			546
			452
			1,061
			1,227
			-20,496
			429
			730
			728
			145
			158
			234
			6,586
			3,346
			28,202
			535
			695
			2,252
			192
			869
			933
			-318
			-368
			85
			323
			321
			-2,309
			11,764
			553
			1,201
			7,893
			152
			98
			-120
			1,402
			-279
			73
			345
			268
			354
			532
			52
			175
			242
			373
			1,224
			90
			1,488
			-610
			-1,174
			-7
			4,080
			505
			462
			215
			1,147
			1,320
			-1,651
			194
			314
			387
			126
			153
			123
			178
			2,014
			244
			742
			564
			1,932
			238
			244
			98
			1,129
			59
			445
			230
			158
			264
			189
			99
			-1,543
			-200
			-495
			-330
			-363
			4,952
			78
			1,424
			5,238
			21,614
			19
			187
			116
			16,980
			425
			1,326
			2,974
			9,693
			3,937
			1,090
			1,748
			4,166
			18,018
			54
			277
			323
			-98
			18
			286
			223
			592
			964
			97
			313
			379
			791
			3,486
			-1,530
			-7,765
			1,316
			131
			151
			676
			468
			441
			459
			435
			-409
			-458
			-294
			-2,911
			-15
			-4
			-65
			58
			442
			550
			-32,575
			10,450
			36
			281
			349

			2,459
			-594
			1,644
			646
			1,659
			1,689
			39,916
			11,070
			-398
			449
			465
			655
			37
			553
			710
			647
			199
			415
			441
			138
			445
			737
			2,250
			1,019
			2,144
			2,049
			43
			19,438
			-1,610
			146
			-20,674
			-16
			-1,128
			13
			676
			1,358
			1,250
			128
			364
			464
			2,703
			580
			645
			969

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	220,949
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 ...................		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

Reserved...........................

Reserved,..........................

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 and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	Reserved................................	1	4,207
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	4,207
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	4,207
6	Credits/Payments:

a	2020 estimated tax payments and 2019 overpayment credited to 2020	6a	1,362
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	1,362
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	23
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,868
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2021 estimated tax0	Refunded	11	0

Part VII-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2020)

Page 5

Part VII-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

HUNTINGTON NATIONAL BANK Telephone no. bullet

(330) 829-3219

Located at bullet

PO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4 bullet

43216

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

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

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? YesNo

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person?......................YesNo

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? YesNo

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? YesNo

(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)?...............YesNo

(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.).......YesNo

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 ........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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?.............

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)):

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?.............YesNo

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year?......................YesNo

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.)..................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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?

Form 990-PF (2020)

Page 6

Part VII-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? YesNo

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive?.............YesNo

(3) Provide a grant to an individual for travel, study, or other similar purposes? YesNo

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions................YesNo

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals?.....YesNo

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 ......

Organizations relying on a current notice regarding disaster assistance check here......... bullet

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?..........YesNo

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract?.....................YesNo

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction? YesNo

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....

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? .................YesNo

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	TRUSTEE 5	37,044
PO BOX 1558 DEPT EA5W86 COLUMBUS,OH43216	TRUSTEE 5	37,044

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...................				0

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............. bullet

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)

Page 8

Part X

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

3,041,932

Average of monthly cash balances.......................

67,572

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

3,109,504

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

3,109,504

Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see

instructions) .............................

46,643

Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4

3,062,861

Minimum investment return. Enter 5% of line 5..................

153,143

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.)

Minimum investment return from Part X, line 6....................

153,143

Tax on investment income for 2020 from Part VI, line 5......

4,207

Income tax for 2020. (This does not include the tax from Part VI.)...

Add lines 2a and 2b............................

4,207

Distributable amount before adjustments. Subtract line 2c from line 1............

148,936

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

148,936

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...

148,936

Part XII

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

148,512

Program-related investments—total from Part IX-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4

148,512

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.................

Adjusted qualifying distributions. Subtract line 5 from line 4..............

148,512

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)

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					148,936
2 Undistributed income, if any, as of the end of 2020:
a Enter amount for 2019 only.......				126,065
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: $ 148,512
a Applied to 2019, but not more than line 2a				126,065
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.....					22,447
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 ..........					126,489
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)

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 section4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BOARD OF TRUSTEES TRINITY UNITED METHODIST CHURCH 3757 LINCOLN WAY E MASSILLON,OH44646	NONE	PC	GENERAL OPERATING	128,790
Total ................................. 3a				128,790

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	101,868
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	220,949
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)..				322,817

13Total. Add line 12, columns (b), (d), and (e)..................

322,817

(See worksheet in line 13 instructions to verify calculations.)

Part XVI-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVII

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2020)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES 2.55% 03/1
BANK NOVA SCOTIA N Y AGY 2.05%
BLACK HILLS CORP 4.25% 11/30/2
BRISTOL-MYERS SQUIBB CO 3.25%
DIRECTV HOLDINGS/FINANCE 4.45%
FLUOR CORP 3.5% 12/15/2024-202
GENERAL ELEC CAP CORP 2.9% 01/
HALLIBURTON CO 3.8% 11/15/2025
ISHARES TIPS BOND ETF
MEDTRONIC INC 2.625% 03/15/201
O'REILLY AUTOMOTIVE INC 3.8% 0
PIMCO LONG DURATION TOTAL RETU
SYSCO CORP 2.6% 10/01/2020-202
TARGET CORP 2.3% 06/26/2019
VANGUARD SHORT-TERM BOND INDEX
AT&T INC 4.45% 04/01/2024-2024
FFCB 2.55% 07/07/2025
JP MORGAN CHASE & CO 3.3%
AT&T INC 4.45% 04/01/2024-2024
CATERPILLAR FINL SVCS CORP 2.1
TOYOTA MOTOR CREDIT CORP SERIE
BANK OF NEW YORK MELLON SERIES
FEDERATED INSTITUTIONAL HIGH Y
FEDERATED TOTAL RETURN BOND FU
LORD ABBETT SHORT DURATION INC
PIMCO INCOME FUND - INSTITUTIO
00206RDC3 AT&T INC 4.45% 04/01	75,578	83,720
67103HAC1 O'REILLY AUTOMOTIVE	50,342	52,343
110122AW8 BRISTOL MYERS SQUIBB	48,905	54,124
002824BA7 ABBOTT LABS 2.55% 03	50,128	51,374
46625HQW3 JP MORGAN CHASE & CO	75,968	83,790
3133EEH29 FFCB 2.55% 07/07/202	24,980	27,385
092113AH2 BLACK HILLS CORP 4.2	50,148	54,807
06406HDA4 BANK OF NEW YORK MEL	49,787	54,867

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABORATORIES
ABBVIE INC
APPLE INC
BALL CORP W/1PFD STK PUR RT/SH
BAXALTA INC
BAXTER INTERNATIONAL INC W/1 R
BERKSHIRE HATHAWAY INC CL B
BLACKROCK INC
BRISTOL-MYERS SQUIBB CO
CVS HEALTH CORPORATION
CHEVRON CORPORATION
COMCAST CORP CL A
CONOCO PHILLIPS
EMERSON ELECTRIC CO
EXXON MOBILE CORP
FACEBOOK INC -A
FIDELITY LOW PRICED STOCK FUND
GENERAL ELECTRIC CO
HARBOR INTERNATIONAL FUND
HERSEY CO W/1 RT/SH
IBM CORP
JP MORGAN CHASE & CO
JOHNSON & JOHNSON
KLA-TENCOR CORP
MARATHON PETROLEUM CORP
MERCK & CO INC
MICROSOFT CORP
NIKE INC CL B
NUCOR CORP W/1 RT/SH
OCCIDENTAL PETROLEUM CORP
OMNICOM GROUP
PEPSICO INC
PFIZER INC
PHILLIPS 66
PROCTER &GAMBLE CO
PRUDENTIAL FINANCIAL INC
SEMPRA ENERGY
SOUTHERN CO
TARGET CORP
TEXAS INSTRUMENTS
3M COMPANY
UNITED TECHNOLOGIES CORP
VANGUARD FTSE DEVELOPED MARKET
VERIZON COMMUNICATIONS
WALMART STORES INC
WELLS FARGO & CO
ACE LIMITED
AFLAC INC
CALIFORNIA RESOURCES CRP
DOMINION RESOURCES INC /VA
DUKE ENERGY CORP
KIMBERLY-CLARK CORP
PRAXAIR INC
REALTY INCOME CORP W/1 RT/SH
SIMON PROPERTY GROUP INC
UNILEVER PLC SPONSORED ADR
UNION PACIFIC CORP
UNITED PARCEL SERVICE CL B
CHUBB LIMITED
AT&T INC
ALTRIA GROUP INC
AUTOMATIC DATA PROCESSING
CROWN CASTLE INTL CORP
HONEYWELL INTERNATIONAL INC
THE KRAFT HEINZ CO
MCCORMICK & CO INC COM NON VTG
NEXTERA ENERGY INC
U S BANCORP
DOMINION ENERGY
GARRETT MOTION INC
ILLNOIS TOOL WORKS
LOCKHEED MARTIN CORPORATION
RESIDEO TECHNOLOGIES INC
WISDOMTREE INTERNATIONAL
LINDE PUBLIC LIMITED COMPANY
COCA COLA CO
CONSTELLATION BRANDS INC CL A
EASTMAN CHEMICAL CO
ECOLAB INC W/1 RT PER SHARE
HOME DEPOT INC
M & T BANK CORP
MCDONALDS CORP
PNC FINANCIAL SERVICES
TJX COMPANIES INC
WISDOMTREE U.S. MIDCAP DIVIDEN
552982720 MFS GLOBAL REAL ESTA	46,304	65,119
09247X101 BLACKROCK INC	21,791	29,583
30231G102 EXXON MOBIL CORP	44,142	38,458
65339F101 NEXTERA ENERGY INC	20,176	42,355
742718109 PROCTER GAMBLE CO/T	17,729	37,150
918204108 V F CORPORATION	20,804	29,296
92343V104 VERIZON COMMUNICATIO	22,687	27,789
592905749 METROPOLITAN WEST UN	41,098	42,284
278865100 ECOLAB INC	15,409	20,771
03073E105 AMERISOURCEBERGEN CO	12,440	14,762
11135F101 BROADCOM INC	11,327	21,017
478160104 JOHNSON JOHNSON	15,557	38,873
001055102 AFLAC INC	18,785	28,372
G5494J103 LINDE PLC	32,528	52,438
97717W604 WISDOMTREE US SMALLC	56,918	60,488
693475105 PNC FINANCIAL SERVIC	21,438	31,737
26441C204 DUKE ENERGY CORP	24,389	28,292
G5960L103 MEDTRONIC PLC SHS	18,790	25,654
166764100 CHEVRON CORP	44,409	42,309
22822V101 CROWN CASTLE INTERNA	10,737	19,580
46138E511 INVESCO PREFERRED ET	42,495	43,460
191216100 COCA COLA CO	21,751	27,091
437076102 HOME DEPOT INC/THE	19,115	27,359
452308109 ILLINOIS TOOL WORKS	24,598	29,359
494368103 KIMBERLY-CLARK CORP	26,343	27,775
539830109 LOCKHEED MARTIN CORP	37,115	39,048
713448108 PEPSICO INC	26,982	33,516
744320102 PRUDENTIAL FINANCIAL	16,371	20,376
277432100 EASTMAN CHEMICAL CO	12,997	23,365
291011104 EMERSON ELECTRIC CO	25,466	47,418
438516106 HONEYWELL INTERNATIO	23,256	44,029
55261F104 MT BANK CORP	10,663	13,112
580135101 MCDONALD S CORP	28,826	38,195
756109104 REALTY INCOME CORP	29,160	28,971
543916688 LORD ABBETT SHORT DU	168,279	169,293
72201F623 PIMCO LONG DURATION	74,033	74,691
46600B409 IVY MID CAP INCOME O	133,789	134,925
31420B847 FEDERATED INSTITUTIO	42,152	43,113
931142103 WAL MART STORES INC	17,682	43,533
030420103 AMERICAN WATER WORKS	31,703	42,051
97717W794 WISDOMTREE INTERNATI	172,463	168,295
149123101 CATERPILLAR INC	20,328	32,400
00206R102 ATT INC	37,511	28,990
46625H100 JPMORGAN CHASE CO	14,376	43,585
670346105 NUCOR CORP	10,717	15,319
40168W483 GUGGENHEIM LIMITED D	82,518	84,010
957663503 WESTERN ASSET CORE P	172,798	177,297
92939U106 WEC ENERGY GROUP INC	28,456	30,278
H1467J104 CHUBB LIMITED	7,141	18,932
38144N841 GOLDMAN SACHS INFLAT	20,528	21,211
459200101 INTERNATIONAL BUSINE	19,839	24,169
78464A698 SPDR SP REGIONAL BAN	18,043	29,923
911312106 UNITED PARCEL SERVIC	12,557	20,713
31428Q739 FEDERATED TOTAL RETU	169,275	175,411
037833100 APPLE INC	19,230	159,228
74340W103 PROLOGIS INC	17,083	23,221
00287Y109 ABBVIE INC	23,924	39,646
701094104 PARKER-HANNIFIN CORP	22,109	33,506
871829107 SYSCO CORP	11,759	15,817
594918104 MICROSOFT CORP	27,700	39,591
253868103 DIGITAL REALTY TRUST	18,510	19,113
87612E106 TARGET CORP	9,827	32,658

Description	Amount
MUTUAL FUND TIMING ADJ	3,144
ROC ADJ ON CY SALES	300

Category	Amount	Net Investment Income
FOREIGN TAXES	309	309
FEDERAL ESTIMATES - PRINCIPAL	222	0
FOREIGN TAXES ON NONQUALIFIED	14	14