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
STOCKARD CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MARYSVILLE, KS66508
A Employer identification number

74-6452154
B Telephone number (see instructions)

(785) 562-2344
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$1,152,612J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 21,839 21,839 21,839
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 15,156
b Gross sales price for all assets on line 6a 450,787
7 Capital gain net income (from Part IV, line 2)... 15,156
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)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 36,995 36,995 21,839
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 10,360 5,180 5,180 5,180
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 536 268 268 268
b Accounting fees (attach schedule)....... Click to see attachment 369 184 184 185
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,265 5,632 5,632 5,633
25 Contributions, gifts, grants paid....... 43,280 43,280
26 Total expenses and disbursements. Add lines 24 and 25 54,545 5,632 5,632 48,913
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -17,550
b Net investment income (if negative, enter -0-) 31,363
c Adjusted net income (if negative, enter -0-)... 16,207
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 28,278 66,448 66,448
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     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).......      
c Investments—corporate bonds (attach schedule)....... 132,409 Click to see attachment61,785 72,940
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 836,375 Click to see attachment851,285 1,013,224
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 997,062 979,518 1,152,612
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
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........ 997,062 979,518
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)..... 997,062 979,518
30 Total liabilities and net assets/fund balances (see instructions). 997,062 979,518
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
997,062
2
Enter amount from Part I, line 27a .....................
2
-17,550
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6
4
Add lines 1, 2, and 3 ..........................
4
979,518
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
979,518
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 188.378 FEDERATED HIGH YIELD BOND P 2019-12-04 2020-01-14
b 180.607 VANGUARD DEVELOPED MKTS INDEX P 2019-04-10 2020-01-14
c 53.642 VANGUARD EMERGING MKTS INDEX-ADM P 2019-04-10 2020-01-14
d 18.655 T ROWE PRICE BLUE CHIP GROWTH-INSTL P 2019-12-04 2020-01-14
e 64.222 VANGUARD GROWTH INDEX-ADM P 2019-02-04 2020-01-14
87.799 JPMORGAN EQUITY INCOME P 2019-12-04 2020-01-14
96.26 VANGUARD VALUE INDEX - INSTL P 2019-02-04 2020-01-14
53.709 AMERICAN CENTURY MID CAP VALUE P 2019-12-04 2020-01-14
10.423 PRINCIPAL MIDCAP FUND - R6 P 2019-12-04 2020-01-14
32.341 VANGUARD MID CAP GROWTH INDEX-ADM P 2019-04-10 2020-01-14
33.738 VANGUARD MID CAP VALUE INDEX-ADM P 2019-04-10 2020-01-14
10.622 VANGUARD SMALL CAP GROWTH INDEX P 2019-04-10 2020-01-14
19.493 VANGUARD SMALL CAP VALUE INDEX P 2019-04-10 2020-01-14
.56 T ROWE PRICE BLUE CHIP GROWTH-INSTL P 2019-12-04 2020-02-06
3.763 VANGUARD GROWTH INDEX-ADM P 2019-04-03 2020-02-06
157.889 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-02-28
6.416 T ROWE PRICE BLUE CHIP GROWTH-INSTL P 2019-12-04 2020-02-28
16.134 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-02-28
47.536 VANGUARD SMALL CAP GROWTH INDEX P 2019-04-10 2020-02-28
51.115 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-02-28
.426 VANGUARD EMERGING MKTS INDEX-ADM P 2019-04-03 2020-02-28
.969 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-02-28
3.13 VANGUARD GROWTH INDEX-ADM P 2019-04-03 2020-02-28
4.291 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-02-28
1.964 VANGUARD VALUE INDEX P 2019-04-03 2020-02-28
9.759 VANGUARD SMALL CAP GROWTH INDEX P 2019-04-03 2020-02-28
33.957 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-03-10
.401 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-03-10
.866 VANGUARD GROWTH INDEX - ADM P 2019-04-03 2020-03-10
7.744 PRINCIPAL MIDCAP FUND - R6 P 2019-12-04 2020-03-10
237.952 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-03-11
50.276 VANGUARD DEVELOPED MKTS INDEX-ADM P 2019-04-10 2020-03-11
19.124 VANGUARD EMERGING MKTS INDEX-ADM P 2019-04-10 2020-03-11
14.876 T ROWE BLUE CHIP GROWTH-INSTL P 2019-12-04 2020-03-11
90.707 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-03-11
18.173 PRINCIPAL MIDCAP FUND - R6 P 2019-12-04 2020-03-11
15.902 VANGUARD MID CAP GROWTH INDEX P 2019-04-10 2020-03-11
WHIRLPOOL 4.75% 2-26-2029 P 2019-04-10 2020-03-16
3169.925 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-03-19
703.516 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-03-19
106.44 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-03-20
207.693 FEDERATED HIGH YIELD BOND-INSTL P 2019-12-04 2020-04-23
2.816 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-04-23
10.68 PRINCIPAL MIDCAP FUND P 2019-12-04 2020-04-23
73.566 FEDERATED HIGH YIELD BOND P 2019-12-04 2020-04-23
3.29 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-04-23
2.962 PRINCIPAL MIDCAP FUND P 2019-12-04 2020-04-23
1.904 T ROWE PRICE BLUE CHIP GROWTH-INSTL P 2019-12-04 2020-06-08
9.509 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-06-08
68.29 AMERICAN CENTURY MIDCAP VALUE P 2019-12-04 2020-06-08
52.03 PRINCIPAL MIDCAP FUND - R6 P 2019-12-04 2020-06-08
229.425 DEAN SMALL CAP VALUE P 2020-04-23 2020-06-08
11.039 VANGUARD SMALL CAP INDEX FUND P 2020-04-24 2020-06-08
141.663 WASATCH MICRO CAP FUND P 2020-04-23 2020-06-08
1.261 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-06-08
11.763 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-06-08
22.843 AMERICAN CENTURY MID CAP VALUE P 2019-12-04 2020-06-08
14.127 PRINCIPAL MIDCAP FUND-R6 P 2019-12-04 2020-06-08
59.396 DEAN SMALL CAP VALUE P 2020-04-23 2020-06-08
3.013 VANGUARD SMALL CAP INDEX FUND-ADM P 2020-04-24 2020-06-08
35.118 WASATCH MICRO CAP FUND P 2020-04-23 2020-06-08
11.569 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-06-16
50.905 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-06-16
36.246 AMERICAN CENTURY MID-CAP VALUE-INSTL P 2019-12-04 2020-06-16
19.204 PRINCIPAL MIDCAP FUND-R6 P 2019-12-04 2020-06-16
4.168 VANGUARD SMALL CAP INDEX FUND P 2020-04-24 2020-06-16
53.504 WASATCH MICRO CAP FUND P 2020-04-23 2020-06-16
6.532 FEDERATED HIGH YIELD BOND P 2019-12-04 2020-06-16
2.447 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-06-16
10.687 JPMORGAN EQUITY INCOME SELECT P 2019-12-04 2020-06-16
7.626 AMERICAN CENTURY MID-CAP VALUE P 2019-12-04 2020-06-16
4.045 PRINCIPAL MIDCAP FUND - R6 P 2019-12-04 2020-06-16
.884 VANGUARD SMALL-CAP INDEX FUND P 2020-04-24 2020-06-16
11.398 WASATCH MICRO CAP FUND P 2020-04-23 2020-06-16
298.075 VANGUARD HIGH YIELD TAX EXEMPT P 2020-06-16 2020-06-17
8.731 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-08-26
34.332 WASATCH MICRO CAP FUND P 2020-04-23 2020-08-26
1.931 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-08-26
7.689 WASATCH MICRO CAP FUND P 2020-04-23 2020-08-26
CVS HEALTH CORP 3.25% P 2019-12-11 2020-09-02
199.079 VANGUARD TOTAL BOND MARKET INDEX P 2020-04-23 2020-11-05
4.136 T ROWE PRICE BLUE CHIP GROWTH P 2019-12-04 2020-11-05
13.94 AMERICAN CENTURY MID CAP VALUE P 2019-12-04 2020-11-05
10.163 PRINCIPAL MIDCAP FUND R6 P 2019-12-04 2020-11-05
21.68 DEAN SMALL CAP VALUE P 2020-04-23 2020-11-05
64.718 WASATCH MICRO CAP FUND P 2020-04-23 2020-11-05
34.002 VANGUARD TOTAL BOND MARKET INDEX P 2020-04-23 2020-11-05
9.857 WASATCH MICO CAP FUND P 2020-04-23 2020-11-05
52.768 CAUSEWAY INTL VALUE P 2017-05-19 2020-01-14
182.404 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-01-14
.369 INVESCO OPPENHEIMER INTL SMALL-MID -R6 P 2016-03-03 2020-01-14
333.191 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-05-19 2020-01-14
37.69 COHEN & STEERS R/E SEC FUND P 2017-09-06 2020-01-14
25.273 VANGUARD GROWTH INDEX P 2019-02-04 2020-02-28
2.88 VANGUARD VALUE INDEX P 2019-02-04 2020-02-28
26.439 COHEN & STEERS R/E SEC FUND P 2017-09-06 2020-02-28
184.971 DOUBLELINE TOTAL RETURN BOND P 2018-12-18 2020-02-28
50.006 GUGGENHEIM TOTAL RETURN BOND P 2018-03-06 2020-02-28
3.724 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-02-28
2.047 COHEN & STEERS R/E SEC FUND P 2017-08-15 2020-02-28
200.881 DOUBLELINE TOTAL RETURN BOND P 2018-12-18 2020-03-10
62.682 GUGGENHEIM TOTAL RETURN BOND-INSTL P 2018-03-06 2020-03-10
3.796 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-03-10
587.657 DOUBLELINE TOTAL RETURN BOND P 2018-06-18 2020-03-11
226.819 GUGGENHEIM TOTAL RETURN BOND P 2018-03-07 2020-03-11
86.081 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-03-11
11.097 INVESCO OPPENHEIMER INTL SMALL MID-R6 P 2016-03-03 2020-03-11
165.874 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-05-19 2020-03-11
44.302 VANGUARD GROWTH INDEX-ADM P 2019-02-04 2020-03-11
88.139 VANGUARD VALUE INDEX P 2019-02-04 2020-03-11
87.331 COHEN & STEERS R/E SEC FUND P 2017-09-06 2020-03-11
190.318 DOUBLELINE TOTAL RETURN BOND I P 2018-12-18 2020-03-20
40.254 GUGGENHEIM TOTAL RETURN BOND P 2018-03-06 2020-03-20
972.864 DOUBLELINE TOTAL RETURN BOND P 2018-06-18 2020-04-23
386.063 GUGGENHEIM TOTAL RETURN BOND P 2018-03-07 2020-04-23
4.974 VANGUARD GROWTH INDEX P 2019-02-04 2020-04-23
62.961 FULLER & THALER BEHAVIORAL SMALL CAP P 2017-12-01 2020-04-23
77.464 VANGUARD SMALL CAP GROWTH INDEX P 2019-04-10 2020-04-23
321.003 VANGUARD SMALL CAP VALUE INDEX P 2019-04-10 2020-04-23
624.439 DOUBLELINE TOTAL RETURN BOND P 2018-12-18 2020-04-23
25.023 GUGGENHEIM TOTAL RETURN BOND P 2018-03-06 2020-04-23
3.361 INVESCO OPPENHEIMER INTL SMALL MID P 2016-02-10 2020-04-23
25.388 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-04-23
8.884 VANGUARD GROWTH INDEX P 2019-04-03 2020-04-23
4.1 VANGUARD MID CAP GROWTH INDEX P 2019-04-03 2020-04-23
2.907 VANGUARD MID CAP VALUE INDEX P 2019-04-03 2020-04-23
7.142 COHEN & STEERS R/E SEC FUND P 2017-08-15 2020-04-23
23.995 FULLER & THALER BEHAVIORAL SMALL CAP P 2018-11-02 2020-04-23
21.69 VANGUARD SMALL-CAP GROWTH INDEX P 2019-04-03 2020-04-23
95.562 VANGUARD SMALL-CAP VALUE INDEX P 2019-04-03 2020-04-23
GENERAL MOTORS 3.95% P 2017-05-22 2020-05-14
220.039 CAUSEWAY INTL VALUE P 2017-05-19 2020-06-08
57.202 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-06-08
14.895 INVESCO OPPENHEIMER INTL SMALL MID P 2016-03-03 2020-06-08
115.272 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-05-19 2020-06-08
127.595 VANGUARD DEVELOPED MKTS INDEX P 2019-04-10 2020-06-08
11.92 VANGUARD GROWTH INDEX P 2019-02-04 2020-06-08
12.404 VANGUARD VALUE INDEX P 2019-02-04 2020-06-08
20.95 VANGUARD MID CAP GROWTH INDEX P 2019-04-10 2020-06-08
44.078 VANGUARD MID-CAP VALUE INDEX P 2019-04-10 2020-06-08
59.466 COHEN & STEERS R/E SEC FUND P 2017-09-06 2020-06-08
22.574 FULLER & THALER BEHAVIORAL SMALL CAP P 2017-12-01 2020-06-08
57.012 CAUSEWAY INTL VALUE P 2017-06-20 2020-06-08
25.969 HARDING LOEVNER INTL EQUITY P 2017-06-20 2020-06-08
4.362 INVESCO OPPENHEIMER INTL P 2016-02-10 2020-06-08
39.736 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-06-08
44.157 VANGUARD DEVELOPED MKTS INDEX P 2019-04-03 2020-06-08
3.205 VANGUARD EMERGING MKTS INDEX P 2019-04-03 2020-06-08
5.196 VANGUARD GROWTH INDEX P 2019-04-03 2020-06-08
12.264 VANGUARD VALUE INDEX - INSTL P 2019-04-03 2020-06-08
6.139 VANGUARD MID CAP GROWTH INDEX P 2019-04-03 2020-06-08
13.086 VANGUARD MID CAP VALUE INDEX P 2019-04-03 2020-06-08
19.648 COHEN & STEERS R/E SEC FUND P 2017-08-15 2020-06-08
6.288 FULLER & THALER BEHAVIORAL SMALL CAP P 2018-11-02 2020-06-08
11000 ENTERGY LUISIANA P 2018-06-22 2020-06-16
47.758 CAUSEWAY INTL VALUE P 2017-05-19 2020-06-16
127.045 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-06-16
15.373 INVESCO OPPENHEIMER INTL SMALL MID P 2016-03-03 2020-06-16
241.026 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-05-19 2020-06-16
149.607 VANGUARD DEVELOPED MKTS INDEX P 2019-04-10 2020-06-16
35.44 VANGUARD EMERGING MKTS INDEX P 2019-04-10 2020-06-16
34.95 VANGUARD GROWTH INDEX P 2019-02-04 2020-06-16
42.129 VANGUARD VALUE INDEX P 2019-02-04 2020-06-16
17.364 VANGUARD MID CAP GROWTH INDEX P 2019-04-10 2020-06-16
15.137 VANGUARD MID CAP VALUE INDEX P 2019-04-10 2020-06-16
69.064 COHEN & STEERS R/E SEC FUND P 2017-09-06 2020-06-16
10.044 CAUSEWAY INTL VALUE P 2017-06-20 2020-06-16
26.718 HARDING LOEVNER INTL EQUITY P 2017-06-20 2020-06-16
3.23 INVESCO OPPENHEIMER INTL SMALL MID P 2016-02-10 2020-06-16
51.079 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-06-16
31.567 VANGUARD DEVELOPED MKTS INDEX P 2019-04-03 2020-06-16
7.341 VANGUARD EMERGING MKTS INDEX-ADM P 2019-04-03 2020-06-16
7.399 VANGUARD GROWTH INDEX - ADM P 2019-04-03 2020-06-16
8.857 VANGUARD VALUE INDEX - ADM P 2019-04-03 2020-06-16
3.668 VANGUARD MID CAP GROWTH INDEX P 2019-04-03 2020-06-16
3.223 VANGUARD MID-CAP VALUE INDEX P 2019-04-03 2020-06-16
14.661 COHEN & STEERS R/E SEC FUND-INSTL P 2017-08-15 2020-06-16
7000 AT&T 3.95% P 2017-12-20 2020-06-23
19.332 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-08-26
4.362 INVESCO OPPENHEIMER INTL SMALL MID P 2016-03-03 2020-08-26
316.108 TOUCHSTONE SANDS CAPITL E/M GROWTH P 2017-05-19 2020-08-26
11.116 VANGUARD EMERGING MKTS INDEX P 2019-04-10 2020-08-26
28.667 VANGUARD GROWTH INDEX - ADM P 2019-02-04 2020-08-26
5.203 HARDING LOEVNER INTL EQUITY P 2017-06-20 2020-08-26
1.059 INVESCO OPPENHEIMER INTL SMALL MID P 2016-02-10 2020-08-26
68.576 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-08-26
2.605 VANGUARD EMERGING MKTS INDEX P 2019-04-03 2020-08-26
6.328 VANGUARD GROWTH INDEX-ADM P 2019-04-03 2020-08-26
430.564 DOUBLELINE TOTAL RETURN BOND P 2018-06-18 2020-11-05
159.696 GUGGENHEIM TOTAL RETURN BOND P 2018-03-07 2020-11-05
39.376 HARDING LOEVNER INTL EQUITY P 2017-05-19 2020-11-05
10.06 INVESCO OPPENHEIMER INTL SMALL MID R6 P 2016-03-03 2020-11-05
156I.192 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-05-19 2020-11-05
10.156 VANGUARD EMERGING MKTS INDEX P 2019-04-10 2020-11-05
7.463 VANGUARD GROWTH INDEX - ADM P 2019-02-04 2020-11-05
18.756 VANGUARD MID CAP GROWTH INDEX P 2019-04-10 2020-11-05
16.123 VANGUARD MID CAP VALUE INDEX P 2019-04-10 2020-11-05
74.427 DOUBLELINE TOTAL RETURN BOND P 2018-12-18 2020-11-05
30.79 GUGGENHEIM TOTAL RETURN BOND P 2018-03-06 2020-11-05
20.998 TOUCHSTONE SANDS CAPITAL E/M GROWTH P 2017-06-20 2020-11-05
2.328 VANGUARD MID CAP GROWTH INDEX P 2019-04-03 2020-11-05
4071.089 DOUBLELINE TOTAL RETURN BOND P 2018-06-18 2020-12-16
541.357 PRINCIPAL MIDCAP FUND P 2019-12-04 2020-12-16
1477.344 DOUBLELINE TOTAL RETURN BOND P 2018-12-18 2020-12-16
117.475 PRINCIPAL MIDCAP FUND P 2019-12-04 2020-12-16
LONG TERM CAPITAL GAIN DIVIDENDS P 2019-01-01 2020-12-16
(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 1,878 0 1,837 41
b 2,570 0 2,411 159
c 2,031 0 1,943 88
d 2,407 0 2,246 161
e 6,232 0 5,257 975
1,716 0 1,670 46
4,516 0 4,108 408
915 0 894 21
331 0 330 1
2,272 0 2,032 240
2,093 0 1,929 164
760 0 690 70
1,148 0 1,109 39
74 0 67 7
379 0 310 69
1,524 0 1,539 -15
768 0 772 -4
279 0 307 -28
3,082 0 3,086 -4
493 0 499 -6
14 0 15 -1
116 0 117 -1
283 0 258 25
74 0 82 -8
81 0 84 -3
633 0 637 -4
316 0 331 -15
47 0 48 -1
77 0 71 6
217 0 245 -28
2,184 0 2,320 -136
574 0 670 -96
597 0 691 -94
1,667 0 1,791 -124
1,444 0 1,725 -281
482 0 575 -93
931 0 1,000 -69
21,800 0 20,782 1,018
25,328 0 30,907 -5,579
5,621 0 6,866 -1,245
846 0 1,038 -192
1,846 0 2,025 -179
335 0 339 -4
269 0 328 -59
654 0 718 -64
392 0 396 -4
75 0 90 -15
260 0 229 31
170 0 178 -8
1,067 0 1,113 -46
1,635 0 1,596 39
2,799 0 2,157 642
830 0 659 171
1,228 0 909 319
172 0 152 20
211 0 223 -12
357 0 374 -17
444 0 429 15
725 0 558 167
227 0 180 47
304 0 225 79
1,579 0 1,392 187
864 0 955 -91
528 0 591 -63
577 0 589 -12
297 0 249 48
449 0 344 105
62 0 64 -2
334 0 295 39
181 0 203 -22
111 0 125 -14
122 0 123 -1
63 0 53 10
96 0 73 23
3,434 0 3,434 0
1,417 0 1,051 366
329 0 220 109
313 0 232 81
74 0 49 25
16,709 0 15,408 1,301
2,315 0 2,302 13
682 0 498 184
218 0 227 -9
340 0 312 28
269 0 205 64
691 0 415 276
395 0 392 3
105 0 63 42
829 0 809 20
4,416 0 3,866 550
18 0 14 4
5,008 0 4,034 974
663 0 611 52
2,286 0 2,069 217
118 0 123 -5
439 0 428 11
2,020 0 1,944 76
1,404 0 1,354 50
52 0 45 7
34 0 33 1
2,202 0 2,112 90
1,783 0 1,698 85
52 0 45 7
6,417 0 6,119 298
6,428 0 6,082 346
1,706 0 1,827 -121
428 0 429 -1
2,183 0 2,010 173
3,748 0 3,627 121
3,327 0 3,761 -434
1,348 0 1,415 -67
1,966 0 2,001 -35
1,092 0 1,090 2
10,235 0 10,130 105
10,910 0 10,353 557
442 0 407 35
1,319 0 1,587 -268
4,477 0 5,030 -553
12,709 0 17,692 -4,983
6,569 0 6,564 5
707 0 678 29
136 0 134 2
314 0 304 10
790 0 733 57
249 0 256 -7
130 0 161 -31
97 0 112 -15
503 0 576 -73
1,254 0 1,341 -87
3,783 0 4,775 -992
15,152 0 16,220 -1,068
3,065 0 3,251 -186
1,308 0 1,209 99
709 0 576 133
1,695 0 1,393 302
1,673 0 1,680 -7
1,237 0 976 261
533 0 524 9
1,534 0 1,313 221
2,447 0 2,451 -4
981 0 926 55
582 0 569 13
794 0 848 -54
594 0 551 43
208 0 174 34
584 0 476 108
579 0 588 -9
108 0 114 -6
539 0 429 110
527 0 523 4
449 0 384 65
727 0 724 3
324 0 309 15
162 0 151 11
13,265 0 11,042 2,223
624 0 706 -82
2,848 0 2,685 163
719 0 594 125
3,565 0 2,913 652
1,894 0 1,969 -75
1,168 0 1,259 -91
3,601 0 2,862 739
1,699 0 1,780 -81
1,234 0 1,089 145
781 0 842 -61
1,094 0 1,076 18
131 0 149 -18
599 0 567 32
151 0 129 22
755 0 611 144
400 0 421 -21
242 0 261 -19
762 0 610 152
357 0 378 -21
261 0 229 32
166 0 178 -12
232 0 230 2
7,785 0 7,172 613
484 0 409 75
231 0 169 62
5,845 0 3,820 2,025
415 0 395 20
3,502 0 2,347 1,155
130 0 110 20
56 0 42 14
1,268 0 821 447
97 0 93 4
773 0 522 251
4,611 0 4,577 34
4,786 0 4,575 211
1,012 0 832 180
557 0 389 168
3,155 0 1,888 1,267
392 0 361 31
922 0 611 311
1,563 0 1,176 387
903 0 895 8
797 0 785 12
923 0 846 77
424 0 251 173
194 0 146 48
43,642 0 43,276 366
19,197 0 16,620 2,577
15,837 0 15,586 251
4,166 0 3,566 600
4,114 0 0 4,114
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 0 0 0 41
b 0 0 0 159
c 0 0 0 88
d 0 0 0 161
e 0 0 0 975
0 0 0 46
0 0 0 408
0 0 0 21
0 0 0 1
0 0 0 240
0 0 0 164
0 0 0 70
0 0 0 39
0 0 0 7
0 0 0 69
0 0 0 -15
0 0 0 -4
0 0 0 -28
0 0 0 -4
0 0 0 -6
0 0 0 -1
0 0 0 -1
0 0 0 25
0 0 0 -8
0 0 0 -3
0 0 0 -4
0 0 0 -15
0 0 0 -1
0 0 0 6
0 0 0 -28
0 0 0 -136
0 0 0 -96
0 0 0 -94
0 0 0 -124
0 0 0 -281
0 0 0 -93
0 0 0 -69
0 0 0 1,018
0 0 0 -5,579
0 0 0 -1,245
0 0 0 -192
0 0 0 -179
0 0 0 -4
0 0 0 -59
0 0 0 -64
0 0 0 -4
0 0 0 -15
0 0 0 31
0 0 0 -8
0 0 0 -46
0 0 0 39
0 0 0 642
0 0 0 171
0 0 0 319
0 0 0 20
0 0 0 -12
0 0 0 -17
0 0 0 15
0 0 0 167
0 0 0 47
0 0 0 79
0 0 0 187
0 0 0 -91
0 0 0 -63
0 0 0 -12
0 0 0 48
0 0 0 105
0 0 0 -2
0 0 0 39
0 0 0 -22
0 0 0 -14
0 0 0 -1
0 0 0 10
0 0 0 23
0 0 0 0
0 0 0 366
0 0 0 109
0 0 0 81
0 0 0 25
0 0 0 1,301
0 0 0 13
0 0 0 184
0 0 0 -9
0 0 0 28
0 0 0 64
0 0 0 276
0 0 0 3
0 0 0 42
0 0 0 20
0 0 0 550
0 0 0 4
0 0 0 974
0 0 0 52
0 0 0 217
0 0 0 -5
0 0 0 11
0 0 0 76
0 0 0 50
0 0 0 7
0 0 0 1
0 0 0 90
0 0 0 85
0 0 0 7
0 0 0 298
0 0 0 346
0 0 0 -121
0 0 0 -1
0 0 0 173
0 0 0 121
0 0 0 -434
0 0 0 -67
0 0 0 -35
0 0 0 2
0 0 0 105
0 0 0 557
0 0 0 35
0 0 0 -268
0 0 0 -553
0 0 0 -4,983
0 0 0 5
0 0 0 29
0 0 0 2
0 0 0 10
0 0 0 57
0 0 0 -7
0 0 0 -31
0 0 0 -15
0 0 0 -73
0 0 0 -87
0 0 0 -992
0 0 0 -1,068
0 0 0 -186
0 0 0 99
0 0 0 133
0 0 0 302
0 0 0 -7
0 0 0 261
0 0 0 9
0 0 0 221
0 0 0 -4
0 0 0 55
0 0 0 13
0 0 0 -54
0 0 0 43
0 0 0 34
0 0 0 108
0 0 0 -9
0 0 0 -6
0 0 0 110
0 0 0 4
0 0 0 65
0 0 0 3
0 0 0 15
0 0 0 11
0 0 0 2,223
0 0 0 -82
0 0 0 163
0 0 0 125
0 0 0 652
0 0 0 -75
0 0 0 -91
0 0 0 739
0 0 0 -81
0 0 0 145
0 0 0 -61
0 0 0 18
0 0 0 -18
0 0 0 32
0 0 0 22
0 0 0 144
0 0 0 -21
0 0 0 -19
0 0 0 152
0 0 0 -21
0 0 0 32
0 0 0 -12
0 0 0 2
0 0 0 613
0 0 0 75
0 0 0 62
0 0 0 2,025
0 0 0 20
0 0 0 1,155
0 0 0 20
0 0 0 14
0 0 0 447
0 0 0 4
0 0 0 251
0 0 0 34
0 0 0 211
0 0 0 180
0 0 0 168
0 0 0 1,267
0 0 0 31
0 0 0 311
0 0 0 387
0 0 0 8
0 0 0 12
0 0 0 77
0 0 0 173
0 0 0 48
0 0 0 366
0 0 0 2,577
0 0 0 251
0 0 0 600
0 0 0 4,114
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 15,156
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 -677
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................................ 1 436
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........................... 3 436
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- ..... 5 436
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,379
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -1379 7 1,379
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 943
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet943 RefundedBullet 11  
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)
    bulletKS
    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 addressbulletN/A
    14
    The books are in care ofbulletTHE TRUST COMPANY Telephone no.bullet (785) 562-2344

    Located atbullet908 BROADWAYMARYSVILLEKS ZIP+4bullet66508
    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
     
    No
    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
    THE TRUST COMPANY TRUSTEE
    5.00     		10,360 0 0
    P O BOX 150
    MARYSVILLE,KS66508
    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 NONE 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,011,187
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,011,187
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,011,187
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    15,168
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    996,019
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    49,801
    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
    49,801
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    436
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    436
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    49,365
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    49,365
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    49,365
    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
    48,913
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    48,913
    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
    48,913
    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 49,365
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 2,051
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 2,051
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 48,913
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 48,913
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 452 452
    (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 1,599
    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......     		 
    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) .......     		 
    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 ......     		1,599
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 1,599
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE TRUST COMPANY
    908 BROADWAY
    MARYSVILLE,KS66508
    (785) 562-2344
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION IS ATTACHED
    cAny submission deadlines:
    MAY 1ST OF EVERY YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRADUATES OF MARYSVILLE HIGH SCHOOL, MARYSVILLE, KS - MALES IN THE TOP 25% OF CLASS AND FEMALES IN TOP 20% OF CLASS - SEE SHEET ATTACHED
    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
    FIRST CHRISTIAN CHURCH
    207 N 9TH STREET
    MARYSVILLE,KS66508     		  CHARITABLE PURSUANT TO TRUST 10,354
    FIRST UNITED METHODIST CHURCH
    1500 NORTH STREET
    MARYSVILLE,KS66508     		  CHARITABLE PURSUANT TO TRUST 4,142
    UNITED EVANGELICAL CHURCH
    205 S 10TH STREET
    MARYSVILLE,KS66508     		  CHARITABLE PURSUANT TO TRUST 4,142
    SHRINERS HOSPITALS FOR CHILDREN
    P O BOX 31356
    TAMPA,FL33631     		  CHARITABLE PURSUANT TO TRUST 4,142
    ELIZABETH LUPPEN
    475 CHEROKEE RD
    HERKIMER,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 2,000
    TANNER GUSTIN
    1154 11TH ROAD
    MARYSVILLE,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 1,000
    MEGAN HILL
    1520 JAYHAWK ROAD
    HOME,KS66438     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 2,000
    BRENNAN WETTER
    1214 HOMETOWN DRIVE
    MARYSVILLE,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIP FOR HIGHEREDUCATION 2,000
    CALEB VOGELSBERG
    1711 NAVAJO ROAD
    HOME,KS66438     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 1,000
    KS STATE CHAPTER PEO
    4719 SE CROCO ROAD
    TOPEKA,KS66409     		  CHARITABLE PEO PROGRAMS 1,000
    DEREK ROEVER
    1283 19TH RD
    HOME,KS66438     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 2,000
    HOLLY HOLTHAUS
    2213 PONY EXPRES HWY
    BEATTIE,KS66406     		  INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 2,000
    LE'LA CHAUNDRHRY
    509 N 12TH
    MARYSVILLE,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIPFOR HIGHEREDUCATION 1,000
    MARSHALL CO HISTORICAL SOCIETY
    1207 BROADWAY
    MARYSVILLE,KS66508     		  CHARITABLE UPKEEP OFHISTORICCOURTHOUSE 2,000
    SCHOOLS THAT CARE
    P O BOX 206
    FRANKFORT,KS66427     		  CHARITABLE GIFT TO MOBILEFAMILY RESOURCECENTER 500
    MARYSVILLE MAIN STREET
    617 BROADWAY
    MARYSVILLE,KS66508     		  CHARITABLE MOTHERS DAYMARKET & KS CHILDRENSDISCOVERY CENTER 250
    MARYSVILLE HIGH SCHOOL
    KAY CLUB
    MARYSVILLE,KS66508     		  PUBLIC MENTAL HEALTH WEEK 250
    JULIE POPEJOY
    P O BOX 206
    FRANKFORT,KS66427     		NOT RELATED INDIVIDUAL SCHOLARSHIP FORCONTINUINGEDUCATION 1,500
    AVERY LYNCH
    805 N 10TH ST
    MARYSVILLE,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIP FORHIGHEREDUCATION 1,000
    RICKY HU
    210 N 12TH ST
    MARYSVILLE,KS66508     		NOT RELATED INDIVIDUAL SCHOLARSHIP FORHIGHER EDUCATION 1,000
    Total .................................bullet 3a 43,280
    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 21,839  
    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 15,156  
    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)..   36,995  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    36,995
    (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:  
    Part VI Line 7 -Original Return Overpayment: -1,379


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASON TAX AND ACCOUNTING TAX PREPARATION 369 184 184 185

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 GainLossSaleOtherAssetsSch
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    STOCK SALES   Purchased   VARIOUS 450,787 435,631 Cost   15,156  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T 4.35% 3-1-2029 21,436 23,790
    ABBVIE, INC. 4.3% 5-14-2036 19,521 24,637
    KROGER 4.5% 1-15-2029 20,828 24,513

    TY 2020 InvestmentsOtherSchedule2
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    2722.488 CAUSEWAY INTL VALUE   40,006 44,213
    2850.153 HARDING LOEVNER INTL EQUITY   60,228 81,001
    332.676 INVESCO OPPENHEIMER INTL SMALL MID   12,933 18,387
    2745 TOUCHSTONE SANDS CAPITAL E/M GROWTH   33,117 60,173
    4033.884 VANGUARD DEVELOPED MKTS INDEX   53,269 61,436
    608.254 VANGUARD EMERGING MKTS INDEX   21,611 25,352
    179.610 T ROWE PRICE BLUE CHIP GROWTH   21,618 29,797
    559.387 VANGUARD GROWTH INDEX   45,903 72,978
    2432.363 JPMORGAN EQUITY INCOME SELECT   45,642 47,991
    2437.154 VANGUARD VALUE INDEX   103,106 113,108
    1925.588 AMERICAN CENTURY MID CAP VALUE   31,300 32,793
    570 VANGUARD MID CAP GROWTH INDEX   41,067 52,054
    816.7 VANGUARD MID CAP VALUE INDEX   45,305 50,321
    1865.162 COHEN & STEERS R/E SEC FUND   28,960 30,402
    2361.519 DEAN SMALL CAP VALUE   22,307 33,345
    306.674 FULLER & THALER BEHAVIORAL SMALL CAP   7,662 9,286
    149.5 VANGUARD SMALL CAP INDEX FUND   8,981 13,936
    873.512 WASATCH MICRO CAP FUND   5,608 10,369
    1511.089 FEDERATED HIGH YIELD BOND   14,725 15,066
    2687.834 VANGUARD SHORT TERM BOND INDEX   29,229 29,217
    1989.32 GUGGENHEIM TOTAL RETURN BOND   56,373 59,083
    520.245 VANGUARD EMERGING MARKETS BOND FUND   14,536 14,796
    8044.879 VANGUARD TOTAL BOND MARKET INDEX   93,262 93,481
    15.915 VANGUARD INFLATION PROTECTED BOND   14,537 14,639

    TY 2020 LegalFeesSchedule
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GALLOWAY, WIEGERS & BRINEGAR ANNUAL ACCOUNTING 536 268 268 268


    TY 2020 OtherIncreasesSchedule
    Name:
    STOCKARD CHARITABLE TRUST
    EIN:
    74-6452154
    Description Amount
    ROUNDING DIFFERENCES 6