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
MATTHEW 2818-20 CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1602
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH BEND, IN46634
A Employer identification number

35-1847299
B Telephone number (see instructions)

(574) 235-2790
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$5,735,385J 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... 131,227 131,227 131,227
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 447,750
b Gross sales price for all assets on line 6a 1,493,084
7 Capital gain net income (from Part IV, line 2)... 447,750
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 578,977 578,977 131,227
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 15,734 3,879    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,375 1,375 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,983     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,092 5,254 0 0
25 Contributions, gifts, grants paid....... 215,000 215,000
26 Total expenses and disbursements. Add lines 24 and 25 259,092 5,254 0 215,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 319,885
b Net investment income (if negative, enter -0-) 573,723
c Adjusted net income (if negative, enter -0-)... 131,227
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............. 282 717 717
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 72,931 Click to see attachment24,487 24,487
b Investments—corporate stock (attach schedule)....... 2,188,573 Click to see attachment2,680,307 4,180,468
c Investments—corporate bonds (attach schedule)....... 1,195,035 Click to see attachment1,468,051 1,529,713
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment394,144    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,850,965 4,173,562 5,735,385
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,850,965 4,173,562
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,850,965 4,173,562
30 Total liabilities and net assets/fund balances (see instructions). 3,850,965 4,173,562
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,850,965
2
Enter amount from Part I, line 27a .....................
2
319,885
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,712
4
Add lines 1, 2, and 3 ..........................
4
4,173,562
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,173,562
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 55.29 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-01-25
b 1255.51 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-01-25
c 2967.3 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-01-25
d 918.36 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-01-25
e 5515.194 FIDELITY CONTRA FUND #022   2018-12-07 2020-01-27
430.96 FIDELITY CONTRA FUND #022   2019-02-08 2020-01-27
937.382 BOSTON PARTNERS INV ALL CAP VAL INST   2018-12-13 2020-01-27
72.326 BOSTON PARTNERS INV ALL CAP VAL INST   2018-12-13 2020-01-31
55.46 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-02-25
1063.7 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-02-25
2395.21 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-02-25
1062.92 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-02-25
1451.68 BOSTON PARTNERS INV ALL CAP VAL INST   2018-12-13 2020-02-27
2418.798 DODGE & COX INCOME FUND   2019-12-06 2020-03-05
2358.491 LORD ABBETT SHRT DUR INC-I   2018-12-12 2020-03-05
6161.494 LORD ABBETT SHRT DUR INC-I   2019-03-15 2020-03-23
3617.509 LORD ABBETT SHRT DUR INC-I   2018-12-12 2020-03-24
2417.917 LORD ABBETT SHRT DUR INC-I   2019-04-22 2020-03-24
429.8 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-03-25
55.56 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-03-25
988.28 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-03-25
2579.46 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-03-25
1392.92 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-03-25
.59 RAYTHEON TECHNOLOGIES CORP   2019-04-22 2020-04-23
1. NW MUTUAL POLICY 12090197   2004-02-10 2020-04-23
1. NW MUTUAL POLICY 12117450   2004-02-10 2020-04-23
1. NW MUTUAL POLICY 12482659   2004-02-10 2020-04-23
698.49 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-04-25
56.39 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-04-25
865.72 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-04-25
3736.29 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-04-25
1756.13 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-04-25
940.438 BOSTON PARTNERS INV ALL CAP VAL INST   2012-05-02 2020-04-29
40000. CITIBANK ABS V-M 0.954% 5/14/29   2018-11-01 2020-05-21
1047.96 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-05-25
56.3 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-05-25
1077.41 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-05-25
4503.61 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-05-25
3159.71 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-05-25
300. TRAVELERS COMPANIES INC   2019-06-03 2020-06-10
50. TRAVELERS COMPANIES INC   2020-04-29 2020-06-10
1281.39 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-06-25
2193.87 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-06-25
1118.61 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-06-25
4181.78 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-06-25
2120.29 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-06-25
500. COCA COLA CO   1988-03-25 2020-07-10
1019. 1ST SOURCE CORP   2014-05-20 2020-07-10
500. MCDONALDS CORP   1996-12-30 2020-07-10
320. PROCTER & GAMBLE CO   1992-07-31 2020-07-10
40000. WASTE MANAGEMENT INC 3.200% 6/15/26   2020-05-21 2020-07-20
2320.54 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-07-25
51.72 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-07-25
1127.14 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-07-25
4146.27 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-07-25
1975.94 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-07-25
167.75 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-07-25
250. MCDONALDS CORP   1996-12-30 2020-08-03
2866.03 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-08-25
1360.37 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-08-25
1280.6 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-08-25
3443.03 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-08-25
1725.52 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-08-25
245.92 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-08-25
26021. U.S. TREASURY TIPS 0.625% 4/15/23   2018-06-18 2020-09-17
3311.81 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-09-25
3032.21 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-09-25
768.03 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-09-25
3204.57 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-09-25
1542.56 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-09-25
414.14 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-09-25
125. SPDR TR UNIT SER 1   2015-07-30 2020-10-22
2503.36 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-10-25
809.9 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-10-25
713.36 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-10-25
3042.92 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-10-25
2082.82 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-10-25
546.61 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-10-25
2982.02 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-11-25
3036.66 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-11-25
591.37 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-11-25
2757.28 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-11-25
2018.77 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-11-25
817.02 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-11-25
2181.818 BOSTON PARTNERS INV ALL CAP VAL INST   2012-05-02 2020-12-21
200. SPDR TR UNIT SER 1   2015-07-30 2020-12-21
1322.592 VANGUARD TOTAL BD MKT IDX ADM   2020-04-29 2020-12-21
2183.55 FHLMC PL #SD8045 3.500% 2/01/50   2020-02-11 2020-12-25
2015.33 FNMA PL #BJ8161 V-A 3.125% 9/01/48   2018-10-02 2020-12-25
822.72 FNMA PL #MA3490 4.000% 10/01/33   2018-10-17 2020-12-25
2485.32 FNMA PL #MA3521 4.000% 11/01/48   2019-06-26 2020-12-25
1413.55 FNMA PL #MA3660 3.500% 5/01/39   2019-05-10 2020-12-25
1481.66 FNMA PL #MA4073 3.000% 6/01/40   2020-06-09 2020-12-25
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 55   55  
b 1,256   1,273 -17
c 2,967   3,052 -85
d 918   934 -16
e 77,268   62,928 14,340
6,038   5,146 892
25,000   21,569 3,431
1,900   1,664 236
55   55  
1,064   1,078 -14
2,395   2,462 -67
1,063   1,081 -18
35,000   25,921 9,079
35,000   34,250 750
10,000   9,764 236
23,845   25,617 -1,772
13,927   14,976 -1,049
9,309   10,107 -798
430   446 -16
56   55 1
988   1,001 -13
2,579   2,650 -71
1,393   1,416 -23
38   46 -8
266,070   224,402 41,668
186,219   156,885 29,334
15,239   12,857 2,382
698   724 -26
56   56  
866   877 -11
3,736   3,835 -99
1,756   1,784 -28
21,000   14,652 6,348
38,240   40,002 -1,762
1,048   1,086 -38
56   56  
1,077   1,091 -14
4,504   4,618 -114
3,160   3,208 -48
36,717   41,964 -5,247
6,120   5,322 798
1,281   1,327 -46
2,194   2,186 8
1,119   1,132 -13
4,182   4,284 -102
2,120   2,152 -32
22,096   1,172 20,924
33,467   27,883 5,584
91,600   4,379 87,221
39,284   4,253 35,031
40,400   43,564 -3,164
2,321   2,401 -80
52   52  
1,127   1,141 -14
4,146   4,245 -99
1,976   2,004 -28
168   177 -9
48,496   2,190 46,306
2,866   2,962 -96
1,360   1,355 5
1,281   1,296 -15
3,443   3,522 -79
1,726   1,749 -23
246   260 -14
27,293   25,912 1,381
3,312   3,420 -108
3,032   3,021 11
768   777 -9
3,205   3,276 -71
1,543   1,563 -20
414   437 -23
43,089   26,367 16,722
2,503   2,583 -80
810   807 3
713   721 -8
3,043   3,108 -65
2,083   2,110 -27
547   575 -28
2,982   3,073 -91
3,037   3,026 11
591   598 -7
2,757   2,815 -58
2,019   2,044 -25
817   859 -42
60,000   33,993 26,007
73,483   42,188 31,295
15,355   14,803 552
2,184   2,248 -64
2,015   2,008 7
823   831 -8
2,485   2,535 -50
1,414   1,431 -17
1,482   1,554 -72
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      83,228
      83,228
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        
b       -17
c       -85
d       -16
e       14,340
      892
      3,431
      236
       
      -14
      -67
      -18
      9,079
      750
      236
      -1,772
      -1,049
      -798
      -16
      1
      -13
      -71
      -23
      -8
      41,668
      29,334
      2,382
      -26
       
      -11
      -99
      -28
      6,348
      -1,762
      -38
       
      -14
      -114
      -48
      -5,247
      798
      -46
      8
      -13
      -102
      -32
      20,924
      5,584
      87,221
      35,031
      -3,164
      -80
       
      -14
      -99
      -28
      -9
      46,306
      -96
      5
      -15
      -79
      -23
      -14
      1,381
      -108
      11
      -9
      -71
      -20
      -23
      16,722
      -80
      3
      -8
      -65
      -27
      -28
      -91
      11
      -7
      -58
      -25
      -42
      26,007
      31,295
      552
      -64
      7
      -8
      -50
      -17
      -72
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 447,750
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 7,975
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 7,975
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 7,975
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 8,025
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet8,025 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbullet  
    14
    The books are in care ofbullet   Telephone no.bullet

    Located atbullet ZIP+4bullet  
    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
    KARREN KELLER MEMBER
    0     		0    
    61244 FIR ROAD
    MISHAWAKA,IN46544
    KATHRYN CAMPOLI MEMBER
    0     		0    
    15393 KELLY ROAD
    MISHAWAKA,IN46544
    JULIE PENNINGTON MEMBER
    0     		0    
    16596 ROOSEVELT ROAD
    MISHAWAKA,IN46545
    1ST SOURCE BANK TRUSTEE
    1     		15,734    
    PO BOX 1602
    SOUTH BEND,IN46634
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,416,160
    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
    5,416,160
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    5,416,160
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    81,242
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,334,918
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    266,746
    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
    266,746
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    7,975
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,975
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    258,771
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    258,771
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    258,771
    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 Click to see attachment..........
    1a
    215,915
    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
    215,915
    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
    215,915
    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 7 258,771
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 215,915
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 215,915
    a Applied to 2019, but not more than line 2a 215,915
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		258,771
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HEARING & RECEIVING CHRIST MINISTRIE
    PO BOX 9036
    KNOXVILLE,TN37940     		NONE PC GENERAL SUPPORT 3,000
    ORCHARD GROUP INC
    P O BOX 980
    NEWTOWN,PA18940     		NONE PC GENERAL SUPPORT 3,000
    DOWAGIAC CHURCH OF CHRIST
    DOES GOD EXIST
    1555 ECHO VALLEY DRIVE
    NILES,MI49120     		NONE PC GENERAL SUPPORT 2,000
    ELKHART CHRISTIAN ACADEMY
    25943 CR 22 EAST
    ELKHART,IN46517     		NONE PC GENERAL SUPPORT 4,000
    SOUTHWEST INDIA CHRISTIAN MISSION
    1700 21ST AVE W
    BRADENTON,FL34205     		NONE PC GENERAL SUPPORT 4,000
    FAME MINISTRIES
    4545 SOUTHEASTERN AVE
    INDIANAPOLIS,IN46203     		NONE PC GENERAL SUPPORT 4,000
    PURDUE CHRISTIAN CAMPUS HOUSE
    1000 STATE STREET
    WEST LAFAYETTE,IN47906     		NONE PC GENERAL SUPPORT 4,000
    COLOMBIAN CHRISTIAN MISSION
    P O BOX 95
    RITTMAN,OH44270     		NONE PC GENERAL SUPPORT 4,000
    CENTRAL JAPAN CHRISTIAN MISSION
    61 OAK GROVE ROAD
    TEMPLE,GA30179     		NONE PC GENERAL SUPPORT 3,000
    NEW CHURCHES OF CHRIST EVANGELISM
    1205 E SAGINAW ST STE 200
    LANSING,MI48906     		NONE PC GENERAL SUPPORT 3,000
    CENTRAL BRAZIL CHRISTIAN MISSION
    C/O MICHAEL HAUBNER
    PO BOX 420
    MCCOY,VA24111     		NONE PC GENERAL SUPPORT 2,000
    DESTINY RESCUE
    10339 DAWSONS CREEK BLVD
    FORT WAYNE,IN46825     		NONE PC GENERAL SUPPORT 1,000
    IMPACT CAMPUS MINISTRIES IUPUI
    ATTN JOHN VOLLSTEDT
    PO BOX 82925
    TAMPA,FL33682     		NONE PC GENERAL SUPPORT 7,000
    EXTENDED HAND MINISTRIES
    PO BOX 44163
    INDIANAPOLIS,IN46244     		NONE PC GENERAL SUPPORT 4,825
    LIFELINE CHRISTIAN MISSION
    PO BOX 2288
    MONUMENT,CO80132     		NONE PC GENERAL SUPPORT 1,000
    SUMMIT THEOLOGICAL SEMINARY
    2766 W AIRPORT ROAD
    PERU,IN46970     		NONE PC SUPPORT 2,000
    CHRISTIAN RESTORATION ASSOCIATION
    7133 CENTRAL PARKE BLVD
    MASON,OH45040     		NONE PC GENERAL SUPPORT 3,000
    HUNTINGTON UNIVERSITY
    2303 COLLEGE AVENUE
    HUNTINGTON,IN46750     		NONE PC GENERAL SUPPORT 3,000
    SALVATION ARMY
    OF ST JOSEPH COUNTY
    303 S CHAPIN STREET
    SOUTH BEND,IN46601     		NONE   GENERAL SUPPORT 1,000
    INDIANA WESLEYAN UNIVERSITY
    4201 SOUTH WASHINGTON STREET
    MARION,IN46953     		NONE PC GENERAL SUPPORT 3,000
    BETHEL COLLEGE
    1001 BETHEL CIRCLE
    MISHAWAKA,IN465455591     		NONE PC GENERAL SUPPORT 4,000
    APOSTOLIC CHRISTIAN WORLD RELIEF
    16448 S US HIGHWAY 231
    REMINGTON,IN47977     		NONE SOUNK GENERAL SUPPORT 3,000
    RESCUE INC DBA HOPE MINISTRIES
    PO BOX 4488
    SOUTH BEND,IN466344488     		NONE PC GENERAL SUPPORT 8,725
    RAY BIRD MINISTRIES INC
    25765 EDISON ROAD
    SOUTH BEND,IN46628     		NONE PC GENERAL SUPPORT 4,500
    MICHIANA CHRISTIAN SCHOOL
    2730 SOUTH IRONWOOD
    SOUTH BEND,IN46614     		NONE SCHOOL GENERAL SUPPORT 21,725
    ARDMORE LASALLE CHURCH OF CHRIST
    55501 MOSS ROAD
    SOUTH BEND,IN46628     		NONE CHURCH SUPPORT 2,000
    WOODBURN CHRISTIAN CHILDRENS HOME
    PO BOX 459
    WOODBURN,IN46797     		NONE PC GENERAL SUPPORT 6,000
    ST JOSEPH COUNTY RIGHT TO LIFE
    ATTN TOM GILL
    2004 IRONWOOD CIRCLE - SUITE 130
    SOUTH BEND,IN46635     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    HANNAH'S HOUSE
    PO BOX 1413
    MISHAWAKA,IN46546     		NONE PC GENERAL SUPPORT 1,225
    DEER RUN CHURCH
    2730 SOUTH IRONWOOD
    SOUTH BEND,IN46614     		NONE PC GENERAL SUPPORT 25,000
    NORTH LIBERTY CHRISTIAN SCHOOL
    65225 SR 23
    NORTH LIBERTY,IN46554     		NONE PC GENERAL SUPPORT 2,000
    WORLD COMPASSION NETWORK
    WCN
    PO BOX 1152
    WARSAW,IN46581     		NONE PC GENERAL SUPPORT 1,000
    MATABELE LAND CHRISTIAN MISSION
    180 CAMPUS VIEW DRIVE
    LINCOLN,IL62656     		NONE CHURCH GENERAL SUPPORT 3,000
    MISSIONS ALIVE INC
    1927 E 125 S
    FRANKLIN,IN46131     		NONE PC GENERAL SUPPORT 2,000
    MEXICAN MISSIONARY ORGANIZATION
    C/O BEVERLY KIRK
    8694 N 600TH STREET
    ROBINSON,IL62454     		NONE PC GENERAL SUPPORT 2,000
    FIRST CHURCH OF CHRIST
    BRETT MITCHELL PHILIPPINE MISSION
    P O BOX 70
    COLON,MI49040     		NONE PC GENERAL SUPPORT 6,000
    LIFEPLAN
    527 E MAIN ST
    NILES,MI49120     		NONE PC GENERAL SUPPORT 2,000
    GREAT LAKES BIBLE COLLEGE
    DBA GREAT LAKES CHRISTIAN COLLEGE
    6211 WEST WILLOW HIGHWAY
    LANSING,MI48917     		NONE PC GENERAL SUPPORT 4,000
    MICHIANA CHRISTIAN CAMP
    7383 STEINBAUER ROAD
    NILES,MI49120     		NONE PC GENERAL SUPPORT 17,000
    CHRISTIAN MISSION TO THE ORIENT
    1231 WILD FLOWER DRIVE
    WEBB CITY,MO64870     		NONE PC SUPPORT 2,000
    WHITE FIELDS OVERSEAS EVANGELISM
    BOX 1089
    JOPLIN,MO64802     		NONE PC GENERAL SUPPORT 4,000
    WORLD HELP
    C/O GNASSON THOMAS
    PO BOX 501
    FOREST,VA24551     		NONE PC GENERAL SUPPORT 1,000
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL SUPPORT 4,000
    KENTUCKY CHRISTIAN UNIVERSITY
    BUSINESS OFFICE
    100 ACADEMIC PARKWAY
    GRAYSON,KY41143     		NONE PC GENERAL SUPPORT 3,000
    AMERICAN FAMILY ASSOCIATION INC
    107 PARKGATE - PO BOX 2440
    TUPELO,MS38803     		NONE PC GENERAL SUPPORT 1,000
    COOKSON HILLS CHRISTIAN MINISTRIES
    60416 HIGHWAY 10
    KANSAS,OK74347     		NONE PC GENERAL SUPPORT 4,000
    VOICE OF THE MARTYRS
    1815 S E BISON ROAD
    BARTLESVILLE,OK74006     		NONE PC GENERAL SUPPORT 2,000
    KIAMICHI MOUNTAINS CHRISTIAN MISSION
    P O BOX 67
    HONOBIA,OK74549     		NONE PC GENERAL SUPPORT 3,000
    SPANISH AMERICAN EVANGELISM MINISTRI
    650 LINWOOD DRIVE
    EL PASO,TX79928     		NONE PC GENERAL SUPPORT 3,000
    CHRISTIAN STUDENT FELLOWSHIP
    INDIANAPOLIS INC
    PO BOX 44494
    INDIANAPOLIS,IN46244     		NONE PC GENERAL SUPPORT 3,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920     		NONE PC GENERAL SUPPORT 2,000
    PARENTS TELEVISION COUNCIL
    PO BOX 4210
    BURBANK,CA915034210     		NONE PC GENERAL SUPPORT 1,000
    CHRISTIANVILLE FOUNDATION
    P O BOX 1056
    PALATKA,FL32178     		NONE PC GENERAL SUPPORT 3,000
    Total .................................bullet 3a 215,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 131,227  
    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 ............     		    18 447,750  
    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)..   578,977  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    578,977
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 1,375 1,375    

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

    TY 2020 BorrowedFundsElection
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Lender's Name Lender's Address Amount Borrowed Use of Borrowed Funds Election Statement
    Borrowed
          		POBOX 1602
    SOUTH BEND,IN46634     		915 ADMINISTRATIVE EXPENSES  

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LORD ABBETT SHRT DUR INC-I    
    IBERIABANK CD 40,000 40,407
    AVALONBAY COMMUN MTN 40,630 44,066
    BMW US CAP LLC 39,498 41,111
    CITIBANK ABS V-M    
    CITIBANK NA 40,000 40,589
    FNMA PL #BJ8161 15,903 16,677
    FNMA PL #MA3490 12,909 13,574
    HARLEY-DAVIDSON 40,025 40,439
    REGIONS FINL CORP 40,086 43,392
    U.S. TREASURY TIPS 44,845 45,155
    US BANCORP MTN 39,686 41,566
    WASTE MANAGEMENT INC    
    FFCB 53,743 56,790
    FNMA PL #MA3521 32,549 34,038
    FNMA PL #MA3660 17,264 18,101
    HCP INC 40,757 44,186
    NEW YORK LIFE GLOBAL 51,791 55,806
    NIAGARA MOHAWK POWER 50,857 54,905
    SUNTRUST BANKS 44,832 49,188
    VERIZON COMM INC 30,985 35,361
    DODGE & COX INCOME FUND 124,532 131,565
    VOYA STRATEGIC INC OPP-I 67,000 66,253
    JP MORGAN BANK CD    
    STATE BANK INDIA CD    
    NATIXIS LOOMIS SAY INV GR-Y 44,571 48,528
    BK OF AMERICA CORP 5.375% PFD 53,054 54,620
    COMCAST CORP 44,788 46,097
    FFCB 45,445 45,711
    FHLMC PL #SD8045 36,170 37,092
    FLEET FINL GROUP INC 6.700% 52,246 53,117
    FNMA PL #4073 48,595 49,077
    MARS INC 41,586 40,967
    ALABAMA POWER CO 46,637 47,682
    APPLE INC 52,936 56,457
    BIOGEN 41,505 41,784
    TENNESSEE HSG DEV 40,680 40,220
    MICHIGAN ST FIN AUTH 51,946 55,192

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COCA COLA CO 3,516 82,260
    LOWES COS INC 41,193 144,459
    MCDONALDS CORP 10,948 268,225
    PEPSICO INC 56,371 97,433
    PROCTER & GAMBLE CO 6,645 69,570
    1ST SOURCE CORP 34,143 50,375
    BOSTON PARTNERS INV ALL CAP VA 268,575 504,330
    FIDELITY CONTRAFUND    
    AMER FNDS NEW WORLD F3 151,400 224,827
    SPDR S&P DIVIDEND ETF 78,777 105,930
    SPDR S&P 500 ETF TRUST    
    T ROWE PRICE MID CAP GROWTH FU 135,656 235,134
    ALPHABET INC CL A 124,465 175,264
    AMAZON.COM INC 103,005 179,131
    AT&T INC 55,407 48,892
    HONEYWELL INTERNATIONAL 48,822 63,810
    KEYCORP 48,454 49,230
    MICROSOFT CORP 65,306 88,968
    RAYTHEON COMPANY 33,339 29,176
    TRAVELERS COMPANIES INC    
    FEDERATED MDT SM CAP CORE-IS 126,000 164,756
    T ROWE PRICE NEW AMER GRW-I 659,549 792,081
    WCM FOCUSED INTL GROWTH-INS 191,576 275,817
    BANK OF AMERICA CORP 28,851 37,888
    BLACKSTONE GROUP INC CL A 55,054 64,810
    DUKE ENERGY CORP 34,427 32,046
    COSTCO WHOLESALE CORP 64,806 75,356
    ELANCO ANIMAL HEALTH INC 50,074 61,340
    INTUITIVE SURGICAL INC 52,402 81,810
    METLIFE INC 49,675 58,688
    ABBVIE INC 59,161 69,648
    VISA INC CL A 42,710 49,214

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    US Government Securities - End of Year Book Value:

    24,487
    US Government Securities - End of Year Fair Market Value:

    24,487
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2020 OtherAssetsSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LIFE INSURANCE 394,144 0 0


    TY 2020 OtherIncreasesSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Description Amount
    DIFFERENCE DUE TO TIMING/ROUNDING 2,712
    CHANGE IN VALUE OF LIFE INSURANCE 0


    TY 2020 TaxesSchedule
    Name:
    MATTHEW 2818-20 CHARITABLE FOUNDATION
    EIN:
    35-1847299
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 10,681 0   0
    FEDERAL ESTIMATES - PRINCIPAL 16,000 0   0
    FOREIGN TAXES ON QUALIFIED FOR 302 0   0