Form990-PF
Click to see attachment

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 07-01-2020 , and ending 06-30-2021
Name of foundation
GREATER SEYMOUR TRUST FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1001
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SEYMOUR, IN47274
A Employer identification number

35-6208884
B Telephone number (see instructions)

(812) 522-3607
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$16,617,806J 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) 51,441
2 Check bullet.............
3 Interest on savings and temporary cash investments 152 152  
4 Dividends and interest from securities... 260,841 260,841  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 975,426
b Gross sales price for all assets on line 6a 3,981,042
7 Capital gain net income (from Part IV, line 2)... 975,426
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 217 217  
12 Total. Add lines 1 through 11........ 1,288,077 1,236,636  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 188,766 37,753   151,013
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,130 0   4,130
c Other professional fees (attach schedule).... Click to see attachment 42,048 41,488   560
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,426 1,076   0
19 Depreciation (attach schedule) and depletion... 33 33  
20 Occupancy.............. 125 0   125
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,945 0   6,945
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 251,473 80,350   162,773
25 Contributions, gifts, grants paid....... 511,582 511,582
26 Total expenses and disbursements. Add lines 24 and 25 763,055 80,350   674,355
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 525,022
b Net investment income (if negative, enter -0-) 1,156,286
c Adjusted net income (if negative, enter -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.............      
2 Savings and temporary cash investments......... 437,866 323,244 323,244
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) 719,489 Click to see attachment719,489 712,506
b Investments—corporate stock (attach schedule)....... 6,907,013 Click to see attachment6,856,162 11,609,232
c Investments—corporate bonds (attach schedule)....... 3,220,083 Click to see attachment3,921,798 3,972,748
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 76 Click to see attachment76 76
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) 11,284,527 11,820,769 16,617,806
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 11,284,527 11,820,769
29 Total net assets or fund balances (see instructions)..... 11,284,527 11,820,769
30 Total liabilities and net assets/fund balances (see instructions). 11,284,527 11,820,769
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
11,284,527
2
Enter amount from Part I, line 27a .....................
2
525,022
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,220
4
Add lines 1, 2, and 3 ..........................
4
11,820,769
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
11,820,769
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 ABBVIE INC SR GLBL NT 2.3 % 05/14/2021   2020-06-04 2021-04-14
b AIM INVESCO OPPENHEIMER DEVE   2017-12-06 2020-10-15
c AIM INVESCO OPPENHEIMER DEVE   2017-12-06 2021-05-14
d AIM INVESCO OPPENHEIMER DEVE   2020-05-27 2021-05-14
e AMERIPRISE FINANCIAL INC   2020-05-20 2021-03-05
APPLE COMPUTER   2016-04-03 2020-10-16
AT&T INC   2018-08-22 2021-05-24
AT&T INC GLOBAL 3% DUE 02/15/2022   2019-10-29 2020-07-23
BANK AMER CORP 2.625% 10/19/20   2019-10-29 2020-10-19
BROADCOM INC   2016-04-13 2021-03-05
CARRIER GLOBAL CORP   2018-08-22 2020-10-16
CATERPILLAR INC   2017-05-24 2021-03-05
CHEVRON CORP 2.1% DUE 05/16/2021   2019-10-22 2021-05-17
CISCO SYSTEMS 2.9 % DUE 03/04/2021   2019-10-22 2021-03-04
CITI GROUP   2019-10-22 2020-10-26
DANAHER CORP   2016-04-13 2021-01-20
DOMINION ENERGY INC   2016-04-13 2020-10-16
DOMINION ENERGY INC   2017-10-23 2020-10-16
FEDERAL HOME LN CORP 0.45% DUE 11/28/23   2020-05-29 2021-05-28
FEDERAL HOME LN MTG CORP .34% 12/2/2022   2020-06-02 2021-06-02
FEDERAL HOME LOAN BANKS 2.2% DUE 11/20/2026   2019-11-15 2020-11-20
FEDERAL HOME LOAN MORTGAGE CORP FHLMC .550 6/10/24   2020-06-01 2021-06-10
FEDERAL HOME LOAN MORTGAGE CORP FHLMC .900   2020-05-28 2020-08-28
ISHARES CORE S&P MIDCAP ETF   2009-03-26 2020-10-16
ISHARES CORE S&P MIDCAP ETF   2009-09-08 2021-03-05
ISHARES CORE S&P MIDCAP ETF   2011-10-07 2021-03-05
ISHARES CORE S&P MIDCAP ETF   2010-04-20 2021-03-05
ISHARES CORE S&P MIDCAP ETF   2009-06-01 2021-03-05
ISHARES CORE S&P MIDCAP ETF   2009-06-01 2020-10-16
ISHARES MSCI EAFE INDEX ETF   2015-09-16 2020-10-16
ISHARES MSCI EAFE INDEX ETF   2015-09-16 2021-03-05
ISHARES RUSSELL 2000 ETF   2009-09-08 2021-03-05
ISHARES RUSSELL 2000 ETF   2009-09-08 2020-10-16
ISHARES RUSSELL 2000 ETF   2010-04-20 2021-03-05
ISHARES RUSSELL 2000 ETF   2009-06-01 2020-10-16
ISHARES RUSSELL 2000 ETF   2010-09-22 2021-03-05
KEYCORP MED TERM 5.1% 03/24/2021   2020-07-31 2021-03-24
MORGAN STANLEY 2.5% DUE 04/21/2021   2019-10-29 2021-04-21
NATIONAL OILWELL VARCO INC 2.6% DUE 12/01/2022   2019-11-04 2021-04-09
ORGANON & CO ORD SHS   2017-03-02 2021-06-11
OTIS WORLDWIDE CORP ORD SHS   2020-04-16 2020-10-16
OTIS WORLDWIDE CORP ORD SHS   2018-08-22 2020-10-16
PNC BANK CORP   2020-05-20 2021-03-05
SALESFORCE COM IN COM   2016-04-13 2021-03-05
SIMON PROPERTY GROUP LP NOTE DTD   2019-11-04 2020-07-22
STARBUCKS CORP DTD 02/01/2016 2.1%   2020-06-04 2021-02-04
TE CONNECTIVITY   2016-11-25 2021-03-05
UNION PACIFIC CORP   1925-06-23 2021-03-05
VONTIER CORP ORD SHS   2016-11-25 2020-10-22
CAPITAL GAINS DIVIDENDS P    
(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 80,000   81,189 -1,189
b 61,150   51,509 9,641
c 360,453   287,080 73,373
d 25,541   18,013 7,528
e 94,001   54,911 39,090
106,928   24,951 81,977
44,729   49,707 -4,978
68,534   66,438 2,096
65,000   65,476 -476
89,876   30,497 59,379
8,605   35,531 -26,926
82,839   42,391 40,448
65,000   65,363 -363
65,000   66,005 -1,005
65,000   65,494 -494
26,118   7,900 18,218
25,497   25,225 272
53,017   47,619 5,398
325,000   325,000 0
75,000   75,000 0
75,000   75,000 0
275,000   275,000 0
175,000   175,000 0
49,428   12,566 36,862
151,397   39,699 111,698
22,962   7,300 15,662
65,605   21,498 44,107
64,091   15,164 48,927
48,833   14,686 34,147
74,681   68,697 5,984
89,127   71,157 17,970
35,903   9,335 26,568
70,933   25,238 45,695
95,298   30,942 64,356
3,563   1,148 2,415
31,914   9,460 22,454
100,000   103,052 -3,052
150,000   151,545 -1,545
19,706   19,384 322
5,670   7,436 -1,766
328   222 106
8,650   35,397 -26,747
95,272   57,145 38,127
130,684   47,872 82,812
65,636   65,289 347
100,000   101,015 -1,015
68,285   35,199 33,086
73,640   36,106 37,534
8,974   8,765 209
38,174     38,174
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       -1,189
b       9,641
c       73,373
d       7,528
e       39,090
      81,977
      -4,978
      2,096
      -476
      59,379
      -26,926
      40,448
      -363
      -1,005
      -494
      18,218
      272
      5,398
      0
      0
      0
      0
      0
      36,862
      111,698
      15,662
      44,107
      48,927
      34,147
      5,984
      17,970
      26,568
      45,695
      64,356
      2,415
      22,454
      -3,052
      -1,545
      322
      -1,766
      106
      -26,747
      38,127
      82,812
      347
      -1,015
      33,086
      37,534
      209
      38,174
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 2 975,426
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 16,072
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 16,072
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 16,072
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 10,880
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,880
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 5,192
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
Yes
 
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 addressbulletWWW.GREATERSEYMOURTRUSTFUND.COM
    14
    The books are in care ofbulletJACKSON COUNTY BANK Telephone no.bullet (812) 522-3607

    Located atbulletPO BOX 1001SEYMOURIN ZIP+4bullet47274
    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
     
    No
    .........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
    JACKSON COUNTY BANK TRUSTEE
    2.00     		188,766 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    JAN WARREN SECRETARY
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    ROBERT VONDIELINGEN PRESIDENT
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    MATTHEW NICHOLSON DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    RALPH BLOMENBERG DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    MARVIN S VEATCH DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    JIM PLUMP DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    DANIEL F ANDERSON DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    BRANDON L HUNSLEY DIRECTOR
    0.25     		0 0 0
    PO BOX 1001
    SEYMOUR,IN47274
    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 THE FOUNDATION AWARDED 188 SCHOLARSHIPS TOTALING $338,318 TO HIGH SCHOOL GRADUATES TO FURTHER THEIR EDUCATION. 338,318
    2 A GRANT OF $15,00 WAS MADE TO THE HUMANE SOCIETY OF JACKSON COUNTY TO ASSIST IN FINANCING DAY TO DAY ACTIVITIES ON NOVEMBER 18, 2020. 15,000
    3 A GRANT OF $10,000 WAS MADE TO BREBEUF JESUIT PREPARATORY SCHOOL TO FURTHER THE RELIGIOUS, CHARITABLE AND EDUCATIONAL ACTIVITIES OF THE CHURCH ON OCTOBER 6, 2020. 10,000
    4 A GRANT OF $10,000 WAS MADE TO CHILDREN'S MUSEUM OF INDIANAPOLIS TO HELP CREATE EXTRAORDINARY LEARNING EXPERIENCES ACROSS THE ARTS, SCIENCES AND HUMANITIES THAT HAVE THE POWER TO TRANSFORM THE LIVES OF CHILDREN AND FAMILIES ON OCTOBER 6, 2020. 10,000
    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.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    14,793,178
    b
    Average of monthly cash balances.......................
    1b
    428,964
    c
    Fair market value of all other assets (see instructions)................
    1c
    75
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,222,217
    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
    15,222,217
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    228,333
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    14,993,884
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    749,694
    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
    749,694
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    16,072
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    16,072
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    733,622
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,750
    5
    Add lines 3 and 4............................
    5
    737,372
    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
    737,372
    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
    674,355
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    674,355
    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
    674,355
    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 7 737,372
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 94,203
    b From 2016...... 19,844
    c From 2017...... 91,226
    d From 2018...... 29,850
    e From 2019......  
    fTotal of lines 3a through e........ 235,123
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 674,355
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 674,355
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 63,017 63,017
    (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 5 172,106
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		31,186
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		140,920
    10 Analysis of line 9:
    a Excess from 2016.... 19,844
    b Excess from 2017.... 91,226
    c Excess from 2018.... 29,850
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JACKSON COUNTY BANK TRUST DEPARTMEN
    PO BOX 1001
    SEYMOUR,IN47274
    (812) 522-3607
    bThe form in which applications should be submitted and information and materials they should include:
    ALL INFORMATION IS AVAILABLE ON THE WEB SITE AT WWW.GREATERSEYMOURTRUSTFUND.COM
    cAny submission deadlines:
    ALL INFORMATION IS AVAILABLE ON THE WEB SITE AT WWW.GREATERSEYMOURTRUSTFUND.COM
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ALL INFORMATION IS AVAILABLE ON THE WEB SITE AT WWW.GREATERSEYMOURTRUSTFUND.COM
    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
    SEE ATTACHED STATEMENT - PREPARED BY GREATER SEYMOUR TRUST FUND
    PO BOX 1001
    SEYMOUR,IN47274     		N/A   GRANTS TO YOUTH, CIVIC, HEALTH, RELIGIOUS AND EDUCATION RECIPIENTS 167,000
    SEE ATTACHED STATEMENT - PREPARED B
    PO BOX 1001
    SEYMOUR,IN47274     		NONE I SCHOLARSHIPS 338,318
    I LIKE ME PROGRAM
    PO BOX 3825
    TOPEKA,KS66604     		N/A   I LIKE ME! IS A UNIQUE, PERSOANLIZED MULTI-FACETED PROGRAM DEDICATED TO CHILDREN'S SELF-CONCEPT DEVELOPMENT THROUGH LITERACY. I LIKE ME! INSTILLS A LOVE OF READING, FOSTERS POSITIVE SELF-CONCEPT, CREATES POSITIVE ASSOCIATIONS TOWARD LEARNING AND SCHOOL, HELPS BUILD CHARACTER, ENCOURAGE POSITIVE BEHAVIOR, AND PROMOTES COMMUNITY/SCHOOL INTERACTION AND NETWORKING. SEYMOUR ROTARY CLUB GENEROUSLY PROVIDES SPONSORSHIP, VOLUNTEER TIME, PROMOTION AND DISTRIBUTION OF I LIKE ME! TO CHILDREN IN THE GREATER SEYMOUR AREA. APPROXIMATELY 522 PERSONALIZED HARD-BOUND BOOKS WERE DISTRIBUTED TO AREA STUDENTS IN COOPERATION WITH LOCAL SCHOOLS. 6,264
    Total .................................bullet 3a 511,582
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 152  
    4 Dividends and interest from securities....     14 260,841  
    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.....     15 217  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 975,426  
    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).. 0 1,236,636 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,236,636
    (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
    GREATER SEYMOUR TRUST FUND
     
    Employer identification number

    35-6208884
    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
    GREATER SEYMOUR TRUST FUND
          		Employer identification number
    35-6208884
    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
    CITY OF SEYMOUR
     
    301-309 N CHESTNUT STREET
     
    SEYMOUR, IN47274

    		$ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    MARK THOMAS PATMAN
    116 KEITH DRIVE
     
    ZIONSVILLE, IN46077

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    PATRICIA L WHITCOMB
    133 W MARKET STREET 201
     
    INDIANAPOLIS, IN46204

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    MARK EMKES
    13 COLONEL WINSTEAD DRIVE
     
    BRENTWOOD, TN37027

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    DOUGLAS A RICHARDSON
    5609 30TH STREET NW
     
    WASHINGTON, DC20015

    		$ 5,000


    (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
    GREATER SEYMOUR TRUST FUND
          		Employer identification number

    35-6208884
    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
    GREATER SEYMOUR TRUST FUND
          		Employer identification number

    35-6208884
    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:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BLUE & CO., LLC 4,130 0   4,130

    TY 2020 GeneralExplanationAttachment
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Identifier Return Reference Explanation
    CHANGES NOT PREVIOUSLY REPORTED TO THE IRS FPRM 990-PF, PART VII-A, LINE 3 STATEMENTS REGARDING ACTIVITIES IN ORDER TO FILE FORM 990-PF ELECTRONICALLY WITH A PDF ATTACHMENT SUPPORTING THE GRANTS AND SCHOLARSHIPS AWARDED, LINE 3 REQUIRED A "YES" RESPONSE TO THE QUESTION REGARDING CHANGES MADE TO THE FOUNDATION'S GOVERNING INSTRUMENT, ARTICLES, BYLAWS OR SIMILAR INSTRUMENTS. THERE WERE NO CHANGES MADE TO THE FOUNDATION'S GOVERNING INSTRUMENT, ARTICLES, BYLAWS OR SIMILAR INSTRUMENTS THAT REQUIRE REPORTING TO THE IRS.IN THE PAST, GREATER SEYMOUR TRUST FUND FILED FORM 990-PF AND SUPPORTING STATEMENTS ON PAPER. THE 990-PF RETURN FOR THE YEAR ENDING JUNE 30, 2021 MARKS THE INITIAL ELECTRONIC FILING FOR THE FOUNDATION IN ACCORDANCE WITH IRS FILING REQUIREMENTS.

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC 2.6% DUE 08/19/2026 65,524 68,933
    APPLE INC 2.4% DUE 05/03/2023 66,250 67,436
    ARTISAN HIGH INCOME ADVISOR 270,480 290,484
    BANK OF AMERICA CORP 2.503% 10/21/2020 148,727 145,912
    EATON VANCE FLOATING RATE I 258,510 252,931
    FEDERAL HOME LOAN BANKS CONS BD .88% 08/05/2027 99,933 97,995
    FEDERAL HOME LOAN BANKS CONS BD 1.1% 07/14/2026 90,000 89,973
    FEDERAL HOME LOAN BANK 1.65% 04/28/2028 100,000 100,094
    FEDERAL HOME LOAN BANKS 1.375% 12/30/2027 250,000 249,625
    FEDERAL HOME LOAN BANKS 1.07% 06/30/2026 175,000 174,775
    FEDERL HOME LOAN MORTGAGE CORP FHLMC .750 12/07/26 75,000 73,646
    FEDERAL NATL MTG ASSN .6% 08/18/2025 75,000 74,322
    AT&T INC GLBL NT 2.3% 06/01/2027 57,029 56,772
    AT&T INC 0.90% 03/25/2024 70,160 69,985
    AMAZON.COM INC 0.80% 110,306 110,116
    CVS HEALTH CORP SR NT 2.75% 12/01/2022 128,935 128,427
    GENERAL MOTORS FINANCIAL COMPANY 1.70% 08/18/2023 127,657 127,551
    HOME DEPOT INC SR NOTE DTD 04/05/2013 2.7% 04/01/2023 130,191 129,444
    HUNTINGTON BANCSHARES INC HBAN 2.300 01/14/22 102,226 101,002
    PNC FUNDING CORP 3.30% 03/08/2022 103,063 101,814
    PAYPAL HLDGS INC SR GLBL NT 2.2% 09/26/2022 102,712 102,369
    VERIZON COMMUNICATIONS INC 1.45% 03/20/2026 126,087 125,793
    WALGREENS BOOTS ALLIANCE INC 102,708 100,609
    FIDELITY INTERMEDIATE BOND FUN 14,255 14,607
    INTEL CORP 2.7% DUE 12/15/2022 103,325 103,462
    ISHARES INTERMEDIATE-TERM CORPORATE BOND ETF 121,670 137,865
    JPMORGAN CHASE & CO 2.7% DUE 05/18/2023 128,753 129,939
    ORACLE CORP 2.65% DUE 07/15/2026 131,951 131,765
    TARGET CORP 2.5% DUE 04/15/2026 66,417 69,771
    TJX COS INC 2.25% DUE 09/15/2026 65,347 68,338
    VANGUARD TOTAL BOND MARKET 295,892 315,474
    VMWARE INC 2.95% DUE 08/21/2022 102,268 102,561
    WELLS FARGO & CO NOTE DTD 4/15/16 3% DUE 04/22/2026 56,422 58,958

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 30,446 40,888
    ADOBE SYSTEMS, INC. 90,812 158,123
    AIM INVESCO OPPENHEIMER DEVE 259,387 386,772
    ALPHABET INC CLASS A 8,114 73,254
    ALPHABET INC CLASS C 154,504 451,138
    AMAZON.COM 161,337 381,858
    AMERICAN TOWER CORP 41,556 81,042
    AMERIPRISE FINANCIAL INC 33,315 62,967
    APPLE COMPUTER 100,854 494,426
    BANCORP OF SOUTHERN INDIANA 33,818 91,857
    BERKSHIRE HATHAWAY INC. CLASS B 29,464 138,960
    BOOKING HOLDINGS INC 75,342 76,583
    BROADCOM LTD 37,804 113,488
    CATERPILLAR 43,941 86,399
    CHUBB 84,751 100,927
    CISCO SYSTEMS 49,855 58,035
    CLEARBRIDGE INT GROWTH 180,930 239,907
    CONOCOPHILLIPS 66,814 66,990
    COSTCO WHSL CORP 39,690 96,939
    DANAHER CORP 42,373 158,332
    DIGITAL RLTY TR INC COM 54,765 77,487
    DISNEY (WALT) CO. 82,646 104,583
    EATON CORP PLC 50,211 97,058
    ECOLAB INC 92,073 160,657
    EUROPACIFIC GROWTH FUND CI F-2 226,040 283,031
    EXXON MOBIL CORP. 129,326 126,475
    FACEBOOK INC 33,523 107,790
    FORD MOTOR CO 57,172 76,678
    FORTIVE CORP COM 35,281 54,746
    HESS CORP COM 19,241 37,548
    HOME DEPOT 88,678 200,901
    ISHARES CORE S&P MIDCAP ETF 157,460 370,041
    ISHARES MSCI EAFE IX INDEX FUND 430,082 579,295
    ISHARES RUSSELL 2000 INDEX FUND 230,641 640,860
    JPMORGAN CHASE & CO. 21,370 116,655
    KEY CORP 77,957 92,306
    MCDONALDS CORP 36,961 51,973
    MEDTRONIC INC 107,497 119,785
    MERCK & CO INC NEW 131,838 156,318
    MICROSOFT CORP. 153,971 513,356
    NETFLIX INC. 57,157 95,078
    NORTHROP GRUMMAN CORP 58,035 105,395
    PEPSICO INC. 35,214 88,902
    PNC BANK CORP 43,359 78,593
    PRINCIPAL PREFERRED SECURITIES INST 610,430 628,298
    PROCTOR & GAMBLE 49,359 79,609
    RAYTHEON TECHNOLOGIES CORP ORD SHS 92,952 113,804
    SALESFORCE COM INC 35,449 114,318
    STARBUCKS 34,131 69,881
    T ROWE PRICE MID CAP GROWTH I FD CL I 463,200 614,504
    TE CONNECTIVITY LTD. 42,983 85,858
    UNION PACIFIC CORP 59,178 120,082
    UNITED HEALTH GROUP 65,961 206,227
    VANGUARD REIT ETF 345,282 484,011
    VERIZON COMMUNICATIONS 93,026 105,897
    VISA INC. 42,702 187,056
    WALMART INC. 38,512 56,408
    DOW INC COM 24,555 26,894
    PAYPAL HOLDINGS INC 49,520 71,413
    THERMO FISHER SCIENTIFIC, INC 155,164 171,520
    MFS MID CAP 292,162 343,877
    TOUCHSTONE SANDS CAPITAL EMERGING MKTS G FD 385,991 435,179

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    US Government Securities - End of Year Book Value:

    452,959
    US Government Securities - End of Year Fair Market Value:

    460,206
    State & Local Government Securities - End of Year Book Value:


    266,530
    State & Local Government Securities - End of Year Fair Market Value:


    252,300


    TY 2020 InvestmentsOtherSchedule2
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FARM BUREAU MINERAL RIGHTS AT COST 75 75
    LEASE FOR MINERAL RIGHTS AT COST 1 1

    TY 2020 OtherExpensesSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVERTISING 6,430 0   6,430
    SUPPLIES 515 0   515


    TY 2020 OtherIncomeSchedule2
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES - MINERAL RIGHTS 217 217 217


    TY 2020 OtherIncreasesSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Description Amount
    MINERAL RIGHTS DEPLETION 33
    SPINOFF ORGANON & CO ORD DHS 7,437
    RECOVERIES OF QUALIFYING DISTRIBUTIONS 3,750


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FCI ADVISORS, INVESTMENT ADVISORY FEES 41,488 41,488   0
    WEBSITE DEVELOPMENT FEE 560 0   560


    TY 2020 TaxesSchedule
    Name:
    GREATER SEYMOUR TRUST FUND
    EIN:
    35-6208884
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX BASED UPON INVESTMENT INCOME 8,350 0   0
    FOREIGN TAX PAID ON DIVIDENDS 1,064 1,064   0
    OTHER TAXES 12 12   0