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
Word & Deed Foundation of IMMI Inc
 
% ANTHONY M SCHELONKA
Number and street (or P.O. box number if mail is not delivered to street address)1919 EAST 191ST STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WESTFIELD, IN46074
A Employer identification number

35-1859427
B Telephone number (see instructions)

(317) 896-9531
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$10,927,918J 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) 1,207,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 153 153  
4 Dividends and interest from securities... 204,600 204,600  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 174,064
b Gross sales price for all assets on line 6a 3,616,042
7 Capital gain net income (from Part IV, line 2)... 174,064
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 52 0 0
12 Total. Add lines 1 through 11........ 1,586,369 378,817 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 176 0 0 176
b Accounting fees (attach schedule)....... Click to see attachment 2,397 0 0 2,397
c Other professional fees (attach schedule).... Click to see attachment 43,994 43,994 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,244 2,244 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 4,630 0 0 4,630
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,441 46,238 0 7,203
25 Contributions, gifts, grants paid....... 2,376,190 2,376,190
26 Total expenses and disbursements. Add lines 24 and 25 2,429,631 46,238 0 2,383,393
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -843,262
b Net investment income (if negative, enter -0-) 332,579
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............. 70,657 304,310 304,310
2 Savings and temporary cash investments......... 734,985 255,961 255,961
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).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
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)....... 8,715,336 Click to see attachment8,114,381 10,367,647
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)..........      
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) 9,520,978 8,674,652 10,927,918
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 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........... 9,520,978 8,674,652
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........    
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)..... 9,520,978 8,674,652
30 Total liabilities and net assets/fund balances (see instructions). 9,520,978 8,674,652
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
9,520,978
2
Enter amount from Part I, line 27a .....................
2
-843,262
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
8,677,716
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,064
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,674,652
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 CAPITAL GAINS FROM PUBLICLY TRADED SECURITIES P    
b
c
d
e
(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 3,616,042   3,441,978 174,064
b
c
d
e
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       174,064
b
c
d
e
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 2 174,064
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 4,623
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  
3 Add lines 1 and 2........................... 3 4,623
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,623
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,441
b Exempt foreign organizations—tax withheld at source...... 6b 0
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.............. 7 10,441
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 5,818
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,818 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? Click to see attachment....................
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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 changesClick to see attachment....
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.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletANTHONY M SCHELONKA Telephone no.bullet (317) 896-9531

    Located atbullet1919 EAST 191ST STREETWESTFIELDIN ZIP+4bullet46074
    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
    JAMES R ANTHONY PRESIDENT
    3.0     		0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    BEVERLY S ANTHONY SECRETARY
    3.0     		0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    SUZANNE A WILHELM EXECUTIVE DIRECTOR
    24.0     		0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    JAMES T ANTHONY DIRECTOR
    1.0     		0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    MARY ELIZABETH GORDON DIRECTOR
    2.0     		0 0 0
    1919 EAST 191ST STREET
    WESTFIELD,IN46074
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 EDUCATIONAL MATERIALS, INCLUDING TEXT BOOKS, CDS AND TAPES FOR USE BY ORGANIZATIONS IN SUPPORT OF THE FOUNDATION'S MISSION. 4,630
    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  
    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
    9,463,106
    b
    Average of monthly cash balances.......................
    1b
    481,371
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,944,477
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,944,477
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    149,167
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,795,310
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    489,766
    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
    489,766
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    4,623
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,623
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    485,143
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    485,143
    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
    485,143
    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
    2,383,393
    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
    2,383,393
    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
    2,383,393
    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 7 485,143
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:2018, 2017, 2016 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 896,154
    b From 2016...... 1,348,153
    c From 2017...... 1,079,592
    d From 2018...... 759,557
    e From 2019...... 1,479,077
    fTotal of lines 3a through e........ 5,562,533
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,383,393
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 485,143
    e Remaining amount distributed out of corpus 1,898,250
    5 Excess distributions carryover applied to 2020.    
    (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 7,460,783
    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) ...     		896,154
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		6,564,629
    10 Analysis of line 9:
    a Excess from 2016.... 1,348,153
    b Excess from 2017.... 1,079,592
    c Excess from 2018.... 759,557
    d Excess from 2019.... 1,479,077
    e Excess from 2020.... 1,898,250
    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).)
    JAMES R ANTHONY BEVERLY S ANTHON
    SHELLIE J ANTHONY
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMBASSADORS FOOTBALL
    PO BOX 847
    TWINSBURG,OH44087     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,600
    ANCHORS AWAY MINISTRIES
    13240 OLD MERIDIAN STREET
    CARMEL,IN46032     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 114,000
    ARTISTS IN CHRISTIAN TESTIMONY
    PO BOX 1649
    BRENTWOOD,TN370241649     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,700
    BARNABAS INTERNATIONAL MINISTRIES
    PO BOX 708
    ELKHORN,WI53121     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    BILLY GRAHAM EVANGELISTIC ASSOCIATION
    PO BOX 1270
    CHARLOTTE,NC282011270     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,000
    CARE CENTER
    PO BOX 3085
    INDIANAPOLIS,IN462063085     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    CBMC
    2228-G PO BOX 8009
    CHATTANOOGA,TN37411     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,400
    CHAMPION MINISTRIES
    PO BOX 1323
    CASTLE ROCK,CO80104     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,400
    CHAMPIONS FOR LIFE
    1101 S CEDAR RIDGE DRIVE
    DUNCANVILLE,TX75137     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,200
    CHILD EVANGELISM FELLOWSHIP
    PO BOX 625
    WESTFIELD,IN46074     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    CHINA OUTREACH MINISTRIES
    555 GETTYSBURG PIKE SUITE A-200
    MECHANICSBURG,PA17055     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,900
    CHURCH MINISTRIES INTERNATIONAL
    2001 W PLANO PARKWAY SUITE 3100
    PLANO,TX75075     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    CHURCH RESOURCES MINISTRY
    1240 N LAKEVIEW AVENUE STE 120
    ANAHEIM,CA928071847     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,400
    COLUMBIA INT'L UNIVERSITY
    PO BOX 3122
    COLUMBIA,SC29230     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,500
    CRU
    100 LAKE HART DRIVE 2500
    ORLANDO,FL328320100     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 866,225
    D M STERNS MISSION
    PO BOX 1578
    NORTH WALES,PA19454     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,300
    EASTERN EUROPE CHILDREN'S OUTREACH
    PO BOX 30671
    INDIANAPOLIS,IN46230     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000
    FELLOWSHIP OF CHRISTIAN ATHLETES
    2230 STAFFORD RD SUITE 115
    PLAINFIELD,IN46168     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 13,950
    FOCUS ON THE FAMILY
    8685 EXPLORER DRIVE
    COLORADO SPRINGS,CO80995     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,400
    FOREIGN LANGUAGE MINISTRY
    BOX 7100 THRU THE BIBLE RADIO
    PASADENA,CA91109     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,800
    FRONTIERS
    PO BOX 60730
    PHOENIX,AZ850820730     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    FRIENDS OF ISRAEL
    PO BOX 908
    BELLMAWR,NJ08099     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,450
    GLOBAL INTERCULTURAL SERVICES
    PO BOX 962
    WHEATON,IL60187     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,900
    GLOBAL SERVICE NETWORK
    PO BOX 1809
    1775 W WILLIAMS STREET 162
    APEX,NC27523     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,400
    GLOBAL SPRINGS MINISTRY
    933 N JEFFERSON AVENUE
    INDIANAPOLIS,IN46201     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,500
    HEART OF AFRICA
    PO BOX 5
    WILMORE,KY40390     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,650
    HEBRON CENTER
    PO BOX 3085
    245 N DELAWARE STREET
    INDIANAPOLIS,IN46206     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,250
    HOPE IN CRISIS
    8140 UNION CHAPEL RD
    INDIANAPOLIS,IN46240     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,250
    INDIA RURAL EVANGELICAL FELLOWSHIP
    PO BOX 1332
    PARK RIDGE,IL60068     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 11,000
    INDIANA DREAM TEAM
    PO BOX 1955
    MARTINSVILLE,IN461511955     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,700
    INDIANA FAMILY INSTITUTE
    3600 W 96TH STREET
    INDIANAPOLIS,IN46268     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    I-55 PARTNERSHIP
    PO BOX 1919
    STAUNTON,VA24402     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    INTERNATIONAL FAITH INITIATIVE
    5592 PINECREST CIRCLE
    NOBLESVILLE,IN46060     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,900
    JOSIAH VENTURE
    209 E LIBERTY DRIVE
    WHEATON,IL60187     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 40,200
    INTERNATIONAL OUTREACH MINISTRIES
    PO BOX 2140
    MCCOMB,MS39649     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,900
    INTERVARSITY CHRISTIAN FELLOWSHIP
    PO BOX 7895
    MADISON,WI537919703     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 14,300
    LEADING EDGE INTERNATIONAL
    PO BOX 27
    STRASBURG,OH44680     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,800
    LIFE CENTERS
    9511 ANGOLA COURT
    INDIANAPOLIS,IN46268     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,250
    LIGHTHOUSE MINISTRIES INC
    PO BOX 3085
    520 EAST MARKET STREET
    INDIANAPOLIS,IN462063085     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 10,600
    LUIS PALAU EVANGELISTIC ASSOCIATION
    PO BOX 50
    PORTLAND,OR97207     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,200
    MEPHIBOSHETH MINISTRIES INC
    PO BOX 386
    CICERO,IN46034     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,200
    MISSION AVIATION FELLOWSHIP
    PO Box 47
    NAMPA,ID83653     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    MISSION TO UKRAINE
    PO BOX 1214
    NOBLESVILLE,IN46041     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 36,200
    MOM'S IN PRAYER INTERNATIONAL
    PO BOX 1120
    POWAY,CA920741120     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    NAVIGATORS
    PO BOX 6079
    ALBERT LEA,MN560076679     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,250
    NEED HIM
    17950 PRESTON RD SUITE 240
    DALLAS,TX75252     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,500
    NEHEMIAH VISION MINISTRIES
    PO Box 1956
    NOBLESVILLE,IN46061     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,040
    NEW TRIBES MISSION
    1000 EAST FIRST STREET
    SANFORD,FL32771     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,750
    OMF INTERNATIONAL
    10 WEST DRY CREEK CIRCLE
    LITTLETON,CO80120     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,300
    OMS INTERNATIONALONE MISSION SOCIETY
    BOX A
    GREENWOOD,IN461426599     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 18,900
    OPERATION MOBILIZATION
    PO BOX 444
    TYRONE,GA302900444     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,000
    PIONEERS
    10123 William Carey Drive
    Orlando,FL32832     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,000
    PRISON FELLOWSHIP
    PO BOX 17500
    WASHINGTON,DC20041     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,000
    PROMISE KEEPERS
    PO BOX 63570
    COLORADO SPRINGS,CO80962     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,000
    REVIVE OUR HEARTS - LIFE ACTION MINISTRIES
    PO BOX 2000
    NILES,MI49120     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,300
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 424,000
    SAT 7
    PO Box 2770
    EASTON,MD21601     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,400
    SEND INTERNATIONAL
    PO BOX 513
    FARMINGTON,MI48332     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,900
    SERVANT PARTNERS
    PO BOX 3144
    POMONA,CA91769     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    SHEPHERD COMMUNITY MINISTRY
    4107 E WASHINGTON STREET
    INDIANAPOLIS,IN46201     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 58,500
    SPORTS OUTREACH INTERNATIONAL
    2700 E ROGERS RD
    BLOOMINTON,IN47401     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,900
    SPORTSWORLD MINISTRY INC
    1919 S POST ROAD
    INDIANAPOLIS,IN46239     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,250
    STUDENT IMPACT MINISTRY WESTFIELD
    PO BOX 526
    WESTFIELD,IN46074     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,000
    THE EVANGELICAL ALLIANCE MISSION
    TEAM Stewardship Dept
    PO BOX 1986
    GRAPEVINE,TX76099     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    THE UPRISING
    PO BOX 7178
    FISHERS,IN460389970     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600
    THIRD PHASE CHRISTIAN CENTER
    15755 ALLISONVILLE ROAD
    NOBLESVILLE,IN46060     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 9,200
    THRU THE BIBLE RADIO
    PO BOX 100
    PASADENA,CA91109     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,400
    TRANSPORT FOR CHRIST
    PO BOX 117
    MARIETTA,PA175479403     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,200
    WESTFIELD YOUNG LIFE
    136 SOUTH 9TH STREET SUITE 28
    NOBLESVILLE,IN46060     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,500
    WHEELER MINISTRIES
    PO BOX 3085
    205 EAST NEW YORK STREET
    INDIANAPOLIS,IN46206     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    WORLD SPORTS INC
    PO BOX 2607
    BONITA SPRINGS,FL34133     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 22,000
    WYCLIFFE BIBLE TRANSLATORS
    PO BOX 628211
    ORLANDO,FL328628211     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 13,350
    YOUTH FOR CHRIST
    Various Ministry Accounts
    4707 W 72ND ST
    INDIANAPOLIS,IN46268     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 34,550
    YOUTH FOR CHRIST INTERNATIONAL
    PO BOX 4555
    ENGLEWOOD,CO80155     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 8,700
    YOUTH WITH A MISSION
    PO BOX 62099
    COLORADO SPRINGS,CO80962     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,550
    MOODY RADIO
    1920 WEST 53RD STREET
    ANDERSON,IN46013     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    FLOURISH SAN DIEGO
    11251 RANCHO CARMEL DRIVE UNIT 501
    SAN DIEGO,CA92150     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    MISSION BUILDERS INTERNATIONAL
    PO BOX 406
    LAKESIDE,MT59922     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 3,500
    NEW SONG MISSION
    PO BOX 488
    NASHVILLE,IN47448     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,600
    SAFE FAMILIES FOR CHILDREN
    central indiana 2815 e 62nd street
    INDIANAPOLIS,IN46220     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,600
    SPRINGHILL CAMPS
    PO BOX 42
    EVAT,MI49631     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,900
    BEE WORLD
    PO BOX 1329
    MONUMENT,CO801321329     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,325
    GENESIS CHURCH
    1702 PLEASANT STREET
    NOBLESVILLE,IN46060     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 180,000
    CENTRAL INDIANA YOUTH FOR CHRIST
    PO BOX 68695
    INDIANAPOLIS,IN46268     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,200
    CENTRAL MISSIONARY CLEARINGHOUSE
    PO BOX 219228
    HOUSTON,TX772199228     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    MISSION EURASIA
    PO BOX 496
    WHEATON,IL60187     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,300
    306 FOUNDATION
    PO BOX 1809
    APEX,NC27502     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    ONSITE INTERNATIONAL INC
    215 PENN STREET
    WESTFIELD,IN46074     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    REDEEMER FELLOWSHIP
    1644 NORTH BAY AVE
    TOMS RIVER,NJ08753     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,400
    THE O'CONNOR HOUSE
    FOR GENERAL MINISTRY SUPPORT
    PO BOX 1061
    CARMEL,IN460821061     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 12,500
    TWO EIGHT MINISTRIES
    PO BOX 50038
    INDIANAPOLIS,IN46250     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,600
    SECOND MILE CORPORATION
    JIMMY SITES BIBLE MINISTRY
    PO BOX 2194
    HENDERSONVILLE,TN370772194     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,200
    SOUTH WEST MICHIGAN FCA
    4200 W MICHIGAN AVE SUITE 205
    KALAMAZOO,MI49006     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,550
    HEART FOR LEBANON
    PO BOX 1294
    BLACK MOUNTAIN,NC27811     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,000
    BAPTIST GENERAL CONVENTION OF TEXAS
    7557 RAMBELER ROAD SUITE 1200
    DALLAS,TX752312388     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    CHOSEN PEOPLE MINISTRIES
    241 E 51ST STREET
    NEW YORK,NY10022     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    CRESCENT PROJECT
    8445 KEYSTONE CROSSING BLVD 105
    INDIANAPOLIS,IN46240     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 4,400
    DAD CAMP
    618 E BOULEVARD
    KOKOMO,IN46902     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,200
    EQUIP INTERNATIONAL
    PO BOX 1126
    MARION,NC28752     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    HANDS OF HOPE ADOPTION & ORPHAN CARE MINISTRY INC
    14350 MUNDY DRIVE SUITE 800 119
    NOBLESVILLE,IN46060     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,600
    PROVISION BRIDGECHRISTIAN LOVE IN ACTION
    PO BOX 157
    TALLULAH FALLS,GA30573     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000
    REDEEMER DUBAI USA
    PO BOX 863354
    PLANO,TX75086     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,400
    SO BIG
    PO BOX 68173
    INDIANAPOLIS,IN46268     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 5,300
    SOTIRIA INTERNATIONAL
    602 PLAINVILLE DRIVE
    WESTFIELD,IN46074     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,800
    YOUNG LIFE CARMEL
    4631 LISBON DRIVE
    CARMEL,IN46033     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 2,500
    GOOD SAMARITANS NETWORK
    12933 PARKSIDE DRIVE
    FISHERS,IN46038     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 1,200
    CHI ALPHA
    BRITTANY REED/US MISSIONS 298894
    C/O ASSEMBLIES OF GOD US MISSIONS
    SPRINGFIELD,MO658021894     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 1,400
    GOD'S GREAT OUTDOORS
    8193 EMERICK ROAD
    WEST MILTON,OH45383     		NONE PC FURTHERING TEH SPREAD OF THE GOSPEL OF JESUS CHRIST 2,500
    PEOPLES BRIDGE FUND
    PO BOX 1234
    SEARCY,AR72145     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 1,500
    PRAY FOR ME CAMPAIGN
    PO BOX 2468
    CHATTANOOGA,TN37409     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 3,800
    TRANSFORMATIONS CENTER FOR HEALING
    PO BOX 384
    NOBLESVILLE,IN46061     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 3,800
    TRUTH 78
    2401 PILOT KNOB ROAD
    MENDOTA HEIGHTS,MN55120     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 2,000
    TWIN LAKES CAMP
    1451 E TWIN LAKES ROAD
    HILLSBORO,IN47949     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 4,500
    VISION NICARAGUA
    PO BOX 2172
    FAIRVIEW,NC28730     		NONE PC FURTHERING THE SPREAD OF THE GOSPEL OF JESUS CHRIST 3,800
    ABWE FOUNDATION LLC
    PO BOX 8585
    HARRISBURG,PA17105     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,000
    COMPACION FOUNDATION
    11509 SEAGOVILLE ROAD
    BALCH SPRINGS,TX75180     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 10,000
    FILTER OF HOPE
    PO BOX 48999
    TUSCALOOSA,AL35404     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 3,000
    HEART AND SOUL CLINIC
    17338 WESTFIELD PARK ROAD SUITE 1
    WESTFIELD,IN46074     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 7,000
    LINCOLN CHRISTIAN UNIVERSITY
    100 CAMPUS VIEW DRIVE
    LINCOLN,IL62656     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,500
    NATIONAL CHRISTIAN FOUNDATION
    11625 RAINWATER DRIVE
    ALLPHARETTA,GA30009     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 6,650
    PARADISUS DEI THAT MAN IS YOU (TMIY)
    PO BOX 19127
    HOUSTON,TX77224     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,000
    PURPOSEFUL DESIGN
    1710 JENKINS STREET
    INDIANAPOLIS,IN46218     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 2,000
    THRU THE BIBLE RADIO (TURKISH RADIO MINISTRY)
    BOX 7100
    PASADENA,CA91109     		NONE PC Furthering The Spread of the Gospel of Jesus Christ 1,000
    Total .................................bullet 3a 2,376,190
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 153  
    4 Dividends and interest from securities....     14 204,600  
    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 ............     		    18 174,064  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aREFUND OF EXCISE TAXES PAID     		    01 52  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   378,869  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    378,869
    (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
    Word & Deed Foundation of IMMI Inc
     
    Employer identification number

    35-1859427
    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
    Word & Deed Foundation of IMMI Inc
          		Employer identification number
    35-1859427
    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
    UNIFORM HOOD LACE
    18881 US HIGHWAY 31 NORTH
     
    WESTFIELD, IN46074

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ANTHONY PROPERTIES LP
    1919 EAST 191ST STREET
     
    WESTFIELD, IN46074

    		$ 140,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    THREE CORDS LLC
    18881 US 31 NORTH
     
    WESTFIELD, IN46074

    		$ 1,057,500


    (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
    Word & Deed Foundation of IMMI Inc
          		Employer identification number

    35-1859427
    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
     
    		$    
    (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
    Word & Deed Foundation of IMMI Inc
          		Employer identification number

    35-1859427
    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:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 2,397     2,397

    TY 2020 AllOthProgRltdInvestmentsSch
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Category Amount
    NONE  

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

    TY 2020 DepreciationSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMG MANAGERS PICTET INT'L 93,000 95,034
    CAUSEWAY INT'L VALUE INST'L 178,369 235,834
    DODGE & COX INCOME 1,580,694 1,691,142
    ISHARES SELECT    
    JPMORGAN INFLATION MANAGED BON 106,345 108,712
    MATTHEWS ASIAN GRW & INCM    
    VICTORY GLOBAL NATURAL RESOURC    
    SCHWAB FUNDAMENTAL 163,092 204,172
    SPDR S&P    
    VANGUARD 500 INDEX FD ADMIRAL 227,093 588,744
    DELAWARE US GROWTH CLASS I    
    NUANCE CONCENTRATED VALUE FUND 177,600 182,396
    VULCAN VALUE PARTNERS SMALL CA 129,454 142,869
    WILLIAM BLAIR    
    ISHARES CORE MSCI DEV WLD IDX    
    ISHARES MSCI EAFE INDEX FUND 95,962 116,517
    AQR MANAGED FUTURES FUND I 0 0
    METROPOLITAN WEST FDS TOTAL RE    
    SPDR S&P 500 ETF TRUST 251,853 417,998
    WELLS FARGO CORE BOND FUND    
    JANUS HENDERSON GLOBAL TECH 355,942 550,220
    FIDELITY 500 INDEX FD-AI 240,870 339,235
    ISHARES BARCLAYS TIPS BOND FUN    
    ISHARES CORE MSCI EAFE INDEX F 29,462 34,130
    ISHARES MSCI CANADA ETF 32,383 35,343
    ISHARES MSCI JAPAN NEW 24,995 29,929
    PIMCO SHORT-TERM FD-INSTL 16,377 16,346
    PIMCO INVESTMENT GRADE CORPORA 32,255 36,475
    PIMCO INCOME FD-INS 18,340 18,233
    VANGUARD TOTAL BOND MARKET IND 137,416 153,420
    VANGUARD TOTAL INTL BND-ADM 171,187 180,603
    TORTOISE MLP & PIPELINE FD INS    
    ALPHABET INC 58,063 87,632
    APPLE INC 44,377 119,421
    ADOBE INC 30,848 62,515
    AMAZON.COM INC 33,713 65,139
    BANK OF AMERICA CORP 13,890 15,155
    COSTCO WHOLESALE GROUP 21,776 35,417
    FIRST TRUST DOW JONES INTERNET 305,958 488,129
    FIRST TRUST HEALTHCARE ALPHADE 82,230 107,780
    INTUITIVE SURGICAL INC NEW 40,552 61,358
    MASTERCARD INC CL A 38,470 68,532
    MICROSOFT CORP 26,707 55,605
    NIKE INC CL B 30,760 56,588
    NVIDIA CORP 44,825 143,605
    INVESCO AEROSPACE & DEFENSE 99,085 111,980
    VIRTUS KAR SMALL CAP GROWTH 135,277 190,884
    INVESCO S&P 500 HIGH DIVIDEND    
    TARGET CORP 22,584 52,959
    T ROWE PRICE BLUE CHIP GROWTH 339,408 536,154
    FLEXSHARES TRUST QLTY DIV DEF 66,428 71,880
    FLEXSHARES HY VALUE SCORED US 95,625 98,241
    INVESCO    
    SERVICENOW INC 33,429 70,455
    WALT DISNEY CO 51,365 68,848
    AMER FNDS INTL VNTG-F3    
    ISHARES 20+ YR TREASURY 48,731 51,420
    ISHARES 7-10 YR TREASURY    
    AMERICAN BEACON AHL MNGD FUTUR 177,600 181,339
    AQR LARGE CAP DEFENSE STYLE R6 137,000 140,592
    ARTISAN DEVELOPING WORLD FD AD 103,800 107,644
    BLACKSTONE MORTGAGE 46,716 57,180
    BLCKRCK HI YLD BND PORT-K 61,719 72,889
    DFA GLOBAL REAL ESTATE SEC 96,800 102,714
    ELI LILLY & CO 49,989 59,094
    FED HER OPP HIGH YIELD 32,216 35,566
    NUANCE CONCENTRATED VALUE FUND 177,600 175,975
    GMO OPPORTUNISTIC INCOME FUND 145,300 141,677
    GMO RESOURCES SERIES FUND INST 96,800 125,657
    GOLDMAN SACHS GQC PARTNERS INT 112,000 111,251
    ISHARES CORE MSCI EMERGING 45,692 49,178
    ISHARES CORE MSCI EUROPE 35,553 39,892
    ISHARES MSCI PAACIFIC EX JAPA 8,435 10,053
    ISHARES TR MSCI USA MMENTM 112,176 117,258
    PZENA EMERGING MRKTS FOCUSED V 103,800 123,092
    VANECK VECTORS EFT TR FALLEN A 147,000 154,080
    VANGUARD INFLATION PROCTED SEC 319,000 321,249
    VANGURD MORTGAGE-BACKED SEC 34,054 34,010
    VANUGARD TOTAL INTL BOND EFT 158,815 160,486
    WALMART INC 64,218 84,472
    WELLS FARGO ENTERPRISE INSTL C 121,308 165,250

    TY 2020 LegalFeesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 176 0 0 176


    TY 2020 OtherDecreasesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Description Amount
    BOOK/TAX DIFFERENCE 3,064


    TY 2020 OtherExpensesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKS FOR MISSIONARIES 4,630 0 0 4,630


    TY 2020 OtherIncomeSchedule2
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    REFUND OF EXCISE TAXES PAID 52 0 0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 508 508 0 0
    INVESTMENT MANAGEMENT FEES 43,486 43,486 0 0


    TY 2020 TaxesSchedule
    Name:
    Word & Deed Foundation of IMMI Inc
    EIN:
    35-1859427
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,244 2,244 0 0