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
DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 630858
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH452630858
A Employer identification number

31-1532283
B Telephone number (see instructions)

(513) 534-5310
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$10,074,575J 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) 520,628
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 255,337 250,929  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 330,830
b Gross sales price for all assets on line 6a 2,013,161
7 Capital gain net income (from Part IV, line 2)... 330,830
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........ 1,106,795 581,759  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 1,550 775 0 775
c Other professional fees (attach schedule).... Click to see attachment 37,712 37,712   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 20,984 1,548   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.......... 60,446 40,035 0 975
25 Contributions, gifts, grants paid....... 336,000 336,000
26 Total expenses and disbursements. Add lines 24 and 25 396,446 40,035 0 336,975
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 710,349
b Net investment income (if negative, enter -0-) 541,724
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............. 1 1 1
2 Savings and temporary cash investments......... 140,954 175,309 175,309
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)....... 6,037,931 Click to see attachment6,215,974 9,899,265
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     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) 6,178,886 6,391,284 10,074,575
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........ 6,178,886 6,391,284
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)..... 6,178,886 6,391,284
30 Total liabilities and net assets/fund balances (see instructions). 6,178,886 6,391,284
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
6,178,886
2
Enter amount from Part I, line 27a .....................
2
710,349
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,007
4
Add lines 1, 2, and 3 ..........................
4
6,894,242
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
502,958
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,391,284
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 415. ABBOTT LABS   2016-07-07 2020-02-27
b 50. ABBOTT LABS   2020-11-02 2020-12-02
c 25. ABBOTT LABS   2016-07-07 2020-12-02
d 49. AIR PRODS & CHEMS INC   2017-01-06 2020-12-02
e 1. AIR PRODS & CHEMS INC   2016-11-28 2020-12-02
50. AUTOMATIC DATA PROCESSING INC   2019-11-15 2020-12-02
17. BROADCOM INC   2020-09-15 2020-12-02
33. BROADCOM INC   2020-09-18 2020-12-02
50. CHEVRONTEXACO CORP   2020-11-02 2020-12-02
25. CHEVRONTEXACO CORP   2017-12-08 2020-12-02
465. CISCO SYS INC   2016-02-17 2020-01-09
704. CISCO SYS INC   2016-02-17 2020-10-15
154. CISCO SYS INC   2013-03-14 2020-10-15
75. CISCO SYS INC   2020-11-02 2020-12-02
125. CISCO SYS INC   2013-03-14 2020-12-02
100. COCA COLA CO   2019-02-04 2020-12-02
75. COMCAST CORP CL A   2020-11-02 2020-12-02
50. COMCAST CORP CL A   2019-04-16 2020-12-02
50. CROWN CASTLE INTL CORP NEW   2020-11-02 2020-12-02
25. CROWN CASTLE INTL CORP NEW   2015-12-07 2020-12-02
219. DARDEN RESTAURANTS INC   2019-09-09 2020-03-16
215. DARDEN RESTAURANTS INC   2019-09-24 2020-03-16
50. EVERSOURCE ENERGY   2020-03-12 2020-12-02
685. EXXON MOBIL CORPORATION   2017-01-20 2020-03-09
565. EXXON MOBIL CORPORATION   2017-01-24 2020-03-09
50. HOME DEPOT INC   2017-12-08 2020-12-02
166. HONEYWELL INTERNATIONAL INC   2017-07-21 2020-08-24
50. HONEYWELL INTERNATIONAL INC   2020-11-02 2020-12-02
177. HONEYWELL INTERNATIONAL INC   2017-07-21 2020-12-02
32. HONEYWELL INTERNATIONAL INC   2017-07-21 2020-12-02
18. HONEYWELL INTERNATIONAL INC   2017-07-13 2020-12-02
247. HONEYWELL INTERNATIONAL INC   2017-07-13 2020-12-08
25. ILLINOIS TOOL WKS INC   2020-11-02 2020-12-02
25. ILLINOIS TOOL WKS INC   2017-12-08 2020-12-02
405. J P MORGAN CHASE & CO   2017-07-21 2020-01-09
81. J P MORGAN CHASE & CO   2014-11-03 2020-01-09
75. J P MORGAN CHASE & CO   2020-11-02 2020-12-02
25. J P MORGAN CHASE & CO   2014-11-03 2020-12-02
365. JOHNSON & JOHNSON   2016-01-28 2020-07-10
100. JOHNSON & JOHNSON   2015-10-19 2020-07-10
139. JOHNSON & JOHNSON   2015-08-25 2020-07-10
281. JOHNSON & JOHNSON   2015-08-25 2020-08-28
120. JOHNSON & JOHNSON   2015-08-25 2020-10-15
56. JOHNSON & JOHNSON   2012-06-25 2020-10-15
512. JOHNSON & JOHNSON   2012-06-25 2020-12-02
25. LILLY ELI & CO   2020-11-02 2020-12-02
25. LILLY ELI & CO   2019-11-15 2020-12-02
25. LOCKHEED MARTIN CORP   2020-11-02 2020-12-02
25. LOCKHEED MARTIN CORP   2019-05-02 2020-12-02
50. MARSH & MCLENNAN COS INC   2020-11-02 2020-12-02
25. MARSH & MCLENNAN COS INC   2017-12-08 2020-12-02
364. MAXIM INTEGRATED PRODUCTS   2015-04-27 2020-07-27
136. MAXIM INTEGRATED PRODUCTS   2015-04-27 2020-08-28
63. MAXIM INTEGRATED PRODUCTS   2014-12-15 2020-08-28
67. MAXIM INTEGRATED PRODUCTS   2014-12-15 2020-09-03
488. MAXIM INTEGRATED PRODUCTS   2014-08-01 2020-09-03
302. MAXIM INTEGRATED PRODUCTS   2014-08-01 2020-09-15
248. MCDONALDS CORP   2018-09-25 2020-04-17
214. MCDONALDS CORP   2018-02-13 2020-04-17
50. MCDONALDS CORP   2018-02-13 2020-12-02
165. MICROSOFT CORP   2013-01-17 2020-02-05
107. MICROSOFT CORP   2013-01-17 2020-02-24
206. MICROSOFT CORP   2013-01-17 2020-03-09
207. MICROSOFT CORP   2013-01-17 2020-03-19
228. MICROSOFT CORP   2013-01-17 2020-03-24
25. MICROSOFT CORP   2020-11-02 2020-12-02
25. MICROSOFT CORP   2013-01-17 2020-12-02
150. MONDELEZ INTL INC CL A   2020-02-05 2020-12-02
240. NEXTERA ENERGY INC   2015-02-20 2020-12-02
10. NEXTERA ENERGY INC   2015-04-20 2020-12-02
620. ONEOK INC COM   2019-01-29 2020-03-12
50. PNC BANK CORP   2019-09-09 2020-12-02
75. PAYCHEX INC   2020-11-02 2020-12-02
25. PAYCHEX INC   2014-08-01 2020-12-02
723. PFIZER INC   2015-01-23 2020-02-05
329. PFIZER INC   2015-01-23 2020-05-12
1845. PFIZER INC   2015-01-12 2020-05-12
996. PFIZER INC   2019-07-09 2020-05-12
25. PHILLIPS 66 COM   2020-11-02 2020-12-02
25. PHILLIPS 66 COM   2018-04-20 2020-12-02
50. PROLOGIS INC   2020-07-10 2020-12-02
432. REALTY INCOME CORP COM   2019-02-04 2020-04-03
75. REALTY INCOME CORP COM   2016-02-11 2020-04-03
50. REALTY INCOME CORP COM   2020-11-02 2020-12-02
50. SEMPRA ENERGY   2020-11-02 2020-12-02
220. SIMON PROPERTY GROUP INC NEW   2018-12-13 2020-03-16
195. SIMON PROPERTY GROUP INC NEW   2019-01-24 2020-03-16
10. SIMON PROPERTY GROUP INC NEW   2019-01-24 2020-03-19
140. SIMON PROPERTY GROUP INC NEW   2018-07-26 2020-03-19
455. SIMON PROPERTY GROUP INC NEW   2018-03-14 2020-03-19
75. STARBUCKS CORP   2020-11-02 2020-12-02
25. STARBUCKS CORP   2018-08-24 2020-12-02
337. SYSCO CORP   2019-05-29 2020-03-19
503. SYSCO CORP   2019-06-06 2020-03-19
339. SYSCO CORP   2019-08-05 2020-03-19
75. TEXAS INSTRUMENTS INC   2020-11-02 2020-12-02
25. TEXAS INSTRUMENTS INC   2017-01-24 2020-12-02
175. TRUIST FINL CORP   2020-11-02 2020-12-02
25. TRUIST FINL CORP   2017-06-08 2020-12-02
75. US BANCORP DEL COM NEW   2020-11-02 2020-12-02
50. US BANCORP DEL COM NEW   2018-11-16 2020-12-02
405. VALERO ENERGY COM NEW   2017-06-12 2020-03-24
199. VALERO ENERGY COM NEW   2017-05-30 2020-03-24
456. VALERO ENERGY COM NEW   2017-05-30 2020-11-19
75. VERIZON COMMUNICATIONS COM   2020-11-02 2020-12-02
50. VERIZON COMMUNICATIONS COM   2020-05-12 2020-12-02
3. WEC ENERGY GROUP INC   2015-12-07 2020-07-10
204. WEC ENERGY GROUP INC   2013-11-15 2020-07-10
75. WEC ENERGY GROUP INC   2013-11-15 2020-12-02
370. WELLS FARGO COMPANY   2019-04-16 2020-01-23
244. WELLS FARGO COMPANY   2019-03-07 2020-01-23
571. WELLS FARGO COMPANY   2019-03-07 2020-02-27
11850. WELLS FARGO COMPANY   1990-11-22 2020-11-02
1391. WILLIAMS COS INC   2017-05-03 2020-02-24
561. WILLIAMS COS INC   2017-05-03 2020-02-24
688. WILLIAMS COS INC   2017-05-03 2020-02-27
980. WILLIAMS COS INC   2017-06-08 2020-02-27
25. EATON CORP PLC SHS [QDI]   2020-11-02 2020-12-02
25. EATON CORP PLC SHS [QDI]   2020-02-05 2020-12-02
50. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2020-11-02 2020-12-02
25. MEDTRONIC PLC SEDOL BTN1Y11 [QDI]   2018-11-16 2020-12-02
10. LYONDELLBASELL INDUSTRIES NV [QDI]   2014-04-21 2020-03-16
844. LYONDELLBASELL INDUSTRIES NV [QDI]   2014-01-09 2020-03-16
25. LYONDELLBASELL INDUSTRIES NV [QDI]   2014-01-09 2020-12-02
111. LYONDELLBASELL INDUSTRIES NV [QDI]   2014-01-09 2020-12-08
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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 33,616   17,183 16,433
b 5,387   5,348 39
c 2,694   1,035 1,659
d 13,767   7,064 6,703
e 281   142 139
8,730   8,551 179
6,827   6,238 589
13,252   11,951 1,301
4,420   3,562 858
2,210   3,000 -790
22,083   12,205 9,878
27,968   18,478 9,490
6,118   3,363 2,755
3,268   2,714 554
5,447   2,730 2,717
5,195   4,883 312
3,824   3,149 675
2,549   2,099 450
8,462   7,974 488
4,231   2,040 2,191
11,075   27,910 -16,835
10,873   25,816 -14,943
4,362   4,076 286
30,011   58,512 -28,501
24,754   48,174 -23,420
13,550   9,122 4,428
26,224   21,767 4,457
10,337   8,586 1,751
36,593   23,209 13,384
6,614   4,196 2,418
3,720   2,336 1,384
52,331   32,060 20,271
5,260   5,015 245
5,260   4,175 1,085
55,642   36,944 18,698
11,128   4,915 6,213
9,023   7,481 1,542
3,008   1,517 1,491
51,864   37,309 14,555
14,209   9,769 4,440
19,751   13,246 6,505
42,915   26,778 16,137
17,674   11,435 6,239
8,248   3,719 4,529
76,062   34,007 42,055
3,659   3,281 378
3,659   2,832 827
9,113   8,935 178
9,113   8,285 828
5,784   5,236 548
2,892   2,100 792
25,105   12,029 13,076
9,515   4,494 5,021
4,408   1,945 2,463
4,585   2,068 2,517
33,396   14,456 18,940
20,214   8,946 11,268
45,318   41,063 4,255
39,105   34,819 4,286
10,615   8,135 2,480
29,659   4,505 25,154
18,406   2,922 15,484
32,310   5,625 26,685
29,475   5,652 23,823
33,069   6,226 26,843
5,322   5,072 250
5,322   683 4,639
8,783   8,689 94
17,545   6,304 11,241
731   263 468
18,605   37,281 -18,676
7,042   6,830 212
6,986   6,294 692
2,329   1,029 1,300
27,782   23,707 4,075
12,376   10,788 1,588
69,404   60,477 8,927
37,467   43,478 -6,011
1,545   1,194 351
1,545   2,769 -1,224
4,967   4,758 209
19,136   29,021 -9,885
3,322   4,285 -963
3,017   2,963 54
6,431   6,332 99
15,937   40,604 -24,667
14,126   34,021 -19,895
544   1,745 -1,201
7,614   24,128 -16,514
24,746   72,026 -47,280
7,377   6,473 904
2,459   1,317 1,142
11,055   25,104 -14,049
16,501   35,620 -19,119
11,121   22,861 -11,740
12,149   10,900 1,249
4,050   1,916 2,134
8,289   7,611 678
1,184   1,065 119
3,320   2,985 335
2,213   2,738 -525
13,748   26,781 -13,033
6,755   12,217 -5,462
23,340   27,996 -4,656
4,628   4,328 300
3,085   2,804 281
264   149 115
17,955   8,599 9,356
7,111   3,161 3,950
17,747   17,424 323
11,703   12,106 -403
24,620   28,329 -3,709
256,717   25,459 231,258
28,722   41,528 -12,806
11,501   16,748 -5,247
13,089   20,540 -7,451
18,645   27,776 -9,131
3,009   2,679 330
3,009   2,548 461
5,584   5,089 495
2,792   2,327 465
355   923 -568
29,961   67,743 -37,782
2,139   2,007 132
9,754   8,909 845
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
      337
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       16,433
b       39
c       1,659
d       6,703
e       139
      179
      589
      1,301
      858
      -790
      9,878
      9,490
      2,755
      554
      2,717
      312
      675
      450
      488
      2,191
      -16,835
      -14,943
      286
      -28,501
      -23,420
      4,428
      4,457
      1,751
      13,384
      2,418
      1,384
      20,271
      245
      1,085
      18,698
      6,213
      1,542
      1,491
      14,555
      4,440
      6,505
      16,137
      6,239
      4,529
      42,055
      378
      827
      178
      828
      548
      792
      13,076
      5,021
      2,463
      2,517
      18,940
      11,268
      4,255
      4,286
      2,480
      25,154
      15,484
      26,685
      23,823
      26,843
      250
      4,639
      94
      11,241
      468
      -18,676
      212
      692
      1,300
      4,075
      1,588
      8,927
      -6,011
      351
      -1,224
      209
      -9,885
      -963
      54
      99
      -24,667
      -19,895
      -1,201
      -16,514
      -47,280
      904
      1,142
      -14,049
      -19,119
      -11,740
      1,249
      2,134
      678
      119
      335
      -525
      -13,033
      -5,462
      -4,656
      300
      281
      115
      9,356
      3,950
      323
      -403
      -3,709
      231,258
      -12,806
      -5,247
      -7,451
      -9,131
      330
      461
      495
      465
      -568
      -37,782
      132
      845
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 330,830
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 7,530
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 7,530
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 7,530
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,920
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 15,920
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,390
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet7,532 RefundedBullet 11 858
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 .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFIFTH THIRD BANK NAAGENT Telephone no.bullet (513) 534-4397

    Located atbullet38 FOUNTAIN SQUARE PLAZA MD 1090 CACINCINNATIOH ZIP+4bullet45263
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    DUDLEY S TAFT PRESIDENT
    1     		0    
    312 WALNUT STREET
    CINCINNATI,OH45202
    LEE A CARTER CO FIFTH THIRD BANK TREASURER
    1     		0    
    P O BOX 630858
    CINCINNATI,OH45263
    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
    8,841,148
    b
    Average of monthly cash balances.......................
    1b
    176,828
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,017,976
    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
    9,017,976
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    135,270
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    8,882,706
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    444,135
    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
    444,135
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,530
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,530
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    436,605
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    441,605
    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
    441,605
    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
    336,975
    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
    336,975
    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
    336,975
    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 7 441,605
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 276,453
    c From 2017...... 3,379
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 279,832
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 336,975
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 336,975
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 104,630 104,630
    (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 5 175,202
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		175,202
    10 Analysis of line 9:
    a Excess from 2016.... 171,823
    b Excess from 2017.... 3,379
    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 e-mail address of the person to whom applications should be addressed:
    DUDLEY TAFT CHARITABLE FOUNDATION
    312 WALNUT ST
    CINCINNATI,OH45202
    (513) 241-8880
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PREFER TO LIMIT GRANTS TO THE GREATER CINCINNATI AREA AND THE FIELD OF EDUCATION
    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
    CINCINNATI ARTS ASSOC
    650 WALNUT ST
    CINCINNATI,OH45202     		NONE PC ANNUAL FUND 20,000
    UNITED WAY OF GREATER
    CINCINNATI
    2400 READING ROAD
    CINCINNATI,OH45202     		NONE PC ANNUAL FUND 10,000
    BOYS AND GIRLS CLUB OF
    GREATER CINCINNATI
    600 DALTON AVENUE
    CINCINNATI,OH45203     		NONE PC ANNUAL FUND 25,000
    WAVE FOUNDATION
    ONE AQUARIUM WAY
    NEWPORT,KY41071     		NONE PC ANNUAL FUND 20,000
    CINCINNATI NATURE CENTER
    ASSOCIATION
    4949 TEALTOWN ROAD
    MILFORD,OH45150     		NONE PC ANNUAL FUND 25,000
    ENSEMBLE THEATRE OF
    CINCINNATI
    1127 VINE STREET
    CINCINNATI,OH45202     		NONE PC ANNUAL FUND 10,000
    THE TAFT SCHOOL
    110 WOODBURY ROAD
    WATERTOWN,CT067952100     		NONE PC ANNUAL FUND 50,000
    UNIVERISTY OF VIRGINIA - LAW SCHOOL
    580 MASSIE RD
    CHARLOTTESVILLE,VA229031738     		NONE CHARITABLE PROGRAM / SUPPORT 25,000
    PLANNED PARENTHOOD OF SW OHIO
    OHIO REGION
    2314 AUBURN AVENUE
    CINCINNATI,OH452192802     		NONE PC ANNUAL FUND 20,000
    AOPA FOUNDATION
    421 AVIATION WAY
    FREDERICK,MD21701     		NONE PC PROJECT/PROGRAM SUPPORT 10,000
    ARTSWAVE
    20 E CENTRAL PKWY SUITE 200
    CINCINNATI,OH45202     		NONE PC ANNUAL FUND 20,000
    CINCINNATI MUSEUM OF
    ATHLETICS
    111 SHILLITO PLACE
    CINCINNATI,OH452022346     		NONE PC PROJECT/PROGRAM SUPPORT 10,000
    SEVEN HILLS SCHOOLS
    5400 RED BANK ROAD
    CINCINNATI,OH452271198     		NONE PC ANNUAL FUND 10,000
    SOCIETY FOR THE PRESERVATION
    OF MUSIC HALL
    1241 ELM STREET
    CINCINNATI,OH45202     		NONE PC PROJECT/PROGRAM SUPPORT 1,000
    MUSIC HALL REVITALIZATION COMPANY
    INC
    1203 WALNUT STREET 4TH FLOOR
    CINCINNATI,OH45202     		NONE PC PROJECT/ PROGRAM SUPPORT 10,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    86 WATER STREET
    WOODS HOLE,MA02543     		NONE PC ANNUAL FUND 10,000
    CINCINNATI PLAYHOUSE
    962 MOUNT ADAMS CIR
    CINCINNATI,OH45202     		NONE PC ANNUAL FUND 50,000
    ESSEX COUNTY COMMUNITY FOUNDATION
    175 ANDOVER ST STE 101
    DANVERS,MA019231443     		NONE PC PROGRAM SUPPORT 10,000
    Total .................................bullet 3a 336,000
    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....     14 255,337  
    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 ............     		    18 330,830  
    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)..   586,167  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    586,167
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
     
    Employer identification number

    31-1532283
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
          		Employer identification number
    31-1532283
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DUDLEY S TAFT
    8000 SPOOKY HILLOW ROAD
     
    CINCINNATI, OH45242

    		$ 520,628


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
          		Employer identification number

    31-1532283
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 WELLS FARGO COMMON STOCK- SECURITIES $ 520,628 2020-10-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
          		Employer identification number

    31-1532283
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,550 775   775

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EATON CORP PLC SHS 90,258 108,607
    MEDTRONIC PLC MEDTRONIC PLC IS 146,686 219,052
    LYONDELLBASELL INDUSTRIES SEDO 28,559 33,914
    ABBOTT LABS 76,186 201,462
    ABBVIE INC 209,914 272,054
    AIR PRODS & CHEMS INC 156,699 296,170
    AMERICAN TOWER CORP 58,364 58,584
    AMGEN INC 83,922 108,752
    AUTOMATIC DATA PROCESSING INC 156,435 233,817
    BLACKROCK, INC 131,421 338,402
    BROADCOM INC 180,952 282,413
    CHEVRON CORPORATION 221,273 165,184
    CISCO SYSTEMS INC 107,750 240,800
    COCA COLA CO 81,508 89,663
    COMCAST CORP CL A 108,095 149,707
    CROWN CASTLE INTL CORP NEW 146,461 289,726
    EVERSOURCE ENERGY 31,231 37,113
    HOME DEPOT INC 187,580 409,055
    HONEYWELL INTL INC 106,319 196,748
    ILLINOIS TOOL WKS INC 109,521 180,434
    JPMORGAN CHASE & CO 170,095 359,481
    JOHNSON & JOHNSON 25,704 60,906
    LILLY (ELI) & CO 116,945 179,139
    LOCKHEED MARTIN CORP 115,652 274,755
    MARSH & MCLENNAN COS INC 138,340 205,920
    MCDONALDS CORP 162,300 216,297
    MERCK & CO INC 322,755 331,045
    MICROSOFT CORP 41,859 340,970
    MONDELEZ INTL INC CL A 224,316 259,198
    NEXTERA ENERGY INC 128,269 499,006
    PNC FINANCIAL SERVICES GROUP 179,657 186,250
    PAYCHEX INC 105,354 241,988
    PEPSICO INC 238,672 345,242
    PHILLIPS 66 COM 102,631 68,052
    PROCTER & GAMBLE CO 138,409 157,506
    PROLOGIS INC 140,088 160,652
    QUALCOMM INC 213,453 268,575
    REALTY INCOME CORP 77,322 84,240
    SEMPRA ENERGY 170,635 191,115
    STARBUCKS CORP 140,122 291,414
    TEXAS INSTRS INC 160,573 424,276
    TRUIST FINL CORP 231,788 290,695
    US BANCORP DEL 154,655 137,021
    UNITED PARCEL SVC INC 49,049 49,341
    VERIZON COMMUNICATIONS INC 158,522 175,310
    WEC ENERGY GROUP INC 89,675 189,214

    TY 2020 OtherDecreasesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 2
    ROC ADJUSTMENT 7,121
    SALES FOUND UPDATE 666
    ADJUSTMENTS ON RECEIPT OF ASSET 495,169


    TY 2020 OtherExpensesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER MISC. EXPENSES 200 0   200


    TY 2020 OtherIncreasesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Description Amount
    GRANT RECOVERY 5,000
    ROUNDING 7


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 37,712 37,712    


    TY 2020 TaxesSchedule
    Name:
    DUDLEY TAFT CHARITABLE FOUNDATION CO FIFTH
    EIN:
    31-1532283
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,548 1,548   0
    PRIOR YEAR EXCISE TAX PAID 3,516 0   0
    EXCISE TAX ESTIMATE 15,920 0   0