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
JOHN SUBLETT LOGAN FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)STEPHEN BRIGGS 2301-B VILLAGE DRI
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST JOSEPH, MO64506
A Employer identification number

43-6054176
B Telephone number (see instructions)

(816) 232-8411
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$6,573,594J 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 375 375  
4 Dividends and interest from securities... 133,570 133,570  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 204,768
b Gross sales price for all assets on line 6a 1,169,760
7 Capital gain net income (from Part IV, line 2)... 204,768
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).......      
12 Total. Add lines 1 through 11........ 338,713 338,713  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 5,250 1,050   4,200
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 6,552 1,310   5,242
c Other professional fees (attach schedule).... Click to see attachment 51,170 51,170   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 717 717   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,689 54,247   9,442
25 Contributions, gifts, grants paid....... 300,000 300,000
26 Total expenses and disbursements. Add lines 24 and 25 363,689 54,247   309,442
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -24,976
b Net investment income (if negative, enter -0-) 284,466
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............. 285 223 223
2 Savings and temporary cash investments......... 199,527 108,629 108,629
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) 88,373 Click to see attachment88,361 88,775
b Investments—corporate stock (attach schedule)....... 2,407,924 Click to see attachment2,520,733 4,399,042
c Investments—corporate bonds (attach schedule)....... 1,883,792 Click to see attachment1,836,979 1,976,925
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,579,901 4,554,925 6,573,594
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........... 4,579,901 4,554,925
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,579,901 4,554,925
30 Total liabilities and net assets/fund balances (see instructions). 4,579,901 4,554,925
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
4,579,901
2
Enter amount from Part I, line 27a .....................
2
-24,976
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,554,925
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
4,554,925
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,149,590   964,992 184,598
b 20,170     20,170
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       184,598
b       20,170
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 204,768
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 3,954
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 3,954
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 3,954
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,372
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 1,372
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,590
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 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)
    bulletMO
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEPHEN BRIGGS Telephone no.bullet (816) 232-8411

    Located atbullet2301-B VILLAGE DRIVEST JOSEPHMO ZIP+4bullet64506
    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
     
    No
    ........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
    WILLIAM CARPENTER JR DIRECTOR
    1.00     		500 0 0
    9 ELMWOOD ST
    ST JOSEPH,MO64505
    WILLIAM MYTTON DIRECTOR
    1.50     		750 0 0
    2705 LOVERS LN
    ST JOSEPH,MO64506
    STEPHEN BRIGGS DIRECTOR
    4.00     		3,000 0 0
    400 JULES ST STE 320
    ST JOSEPH,MO645011736
    E PAT SPEISER DIRECTOR
    1.00     		500 0 0
    9697 NE COOK RD
    EASTON,MO64443
    BRIAN DICKENS DIRECTOR
    1.00     		500 0 0
    12485 WINCHESTER CT
    ST JOSEPH,MO64505
    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.........................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
    5,762,433
    b
    Average of monthly cash balances.......................
    1b
    279,083
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,041,516
    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
    6,041,516
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    90,623
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    5,950,893
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    297,545
    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
    297,545
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    3,954
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,954
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    293,591
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    293,591
    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
    293,591
    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
    309,442
    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
    309,442
    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
    309,442
    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 7 293,591
    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...... 2,639
    b From 2016...... 17,452
    c From 2017...... 23,111
    d From 2018...... 28,527
    e From 2019...... 10,249
    fTotal of lines 3a through e........ 81,978
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 309,442
    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..... 293,591
    e Remaining amount distributed out of corpus 15,851
    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 97,829
    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) ...     		2,639
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		95,190
    10 Analysis of line 9:
    a Excess from 2016.... 17,452
    b Excess from 2017.... 23,111
    c Excess from 2018.... 28,527
    d Excess from 2019.... 10,249
    e Excess from 2020.... 15,851
    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
    MISSOURI WESTERN STATE UNIVERSITY FOUNDATION
    4525 DOWNS DR
    ST JOSEPH,MO64507     		  PC EDUCATION 75,000
    NORTHWEST MISSOURI STATE UNIVERSITY - GRADUATE BUSINESS SCHOOL
    800 UNIVERSITY DR
    MARYVILLE,MO64468     		  PC EDUCATION 55,000
    UNIVERSITY OF MISSOURI - BUSINESS SCHOOL
    408 CORNELL HALL
    COLUMBIA,MO65211     		  PC EDUCATION 25,000
    UNIVERSITY OF MISSOURI - KANSAS CITY SCHOOL OF BUSINESS
    5110 CHERRY ST
    KANSAS CITY,MO64110     		  PC EDUCATION 50,000
    UNIVERSITY OF MISSOURI - KANSAS CITY SCHOOL OF LAW
    500 E 52ND ST
    KANSAS CITY,MO64110     		  PC EDUCATION 20,000
    UNIVERSITY OF MISSOURI - SCHOOL OF LAW
    408 CORNELL HALL
    COLUMBIA,MO65211     		  PC EDUCATION 75,000
    Total .................................bullet 3a 300,000
    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 ...........     		    14 375  
    4 Dividends and interest from securities....     14 133,570  
    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 ............     		    18 204,768  
    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).. 0 338,713 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    338,713
    (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:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,552 1,310   5,242

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF NY MELLON CORP - 50000SH 51,188 54,823
    CONOCOPHILLIPS COMPANY - 50000SH 43,904 51,714
    BAIRD AGGREGATE BOND FUND-IS - 2535.926SH 30,000 29,848
    JPMORGAN CHASE CO - 75000SH 75,686 79,396
    MERCK CO INC - 50000SH 48,826 51,688
    MICROSOFT CORP - 75000SH 75,083 83,846
    PGIM TOTAL RETURN BOND -2722.7325SH 40,160 41,140
    TIAA CREF BOND PLUS FUND ADVISOR - 7391.125SH 78,124 82,485
    WELLS FARGO COMPANY - 100000SH 101,414 109,521
    ISHARES IBONDS DEC 2026 TERM - 1866SH 50,244 50,571
    ISHARES IBONDS DEC 2027 TERM - 1838SH 50,178 50,674
    FEDERATED HERMES INSTL HI YLD BD - 10314.452SH 100,861 102,835
    BANK OF NOVA SCOTIA - 50000SH 49,641 50,689
    BAIRD AGGREGATE BOND FUND-IS - 22867.043SH 243,381 269,145
    BLACKROCK HIGH YIELD BOND PORTFOLIO - 11499.536SH 84,637 89,696
    COMMERCE BOND FUND - 18877.647SH 366,047 400,017
    DODGE & COX INCOME FUND - 10929.38SH 148,887 160,115
    VANGUARD INTERMEDIATE TERM - 20890.332SH 198,718 218,722

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC CL A - 15SH 7,724 26,290
    ALPHABET INC CL C - 12SH 3,198 21,023
    AMAZON COM INC - 17SH 9,151 55,368
    APPLE INC - 620SH 13,379 82,268
    BANK OF AMERICA CORP - 483SH 9,037 14,640
    BOEING CO - 35SH 4,555 7,492
    CENTENE CORP - 81SH 5,254 4,862
    COSTCO WHSL CORP - 62SH 10,453 23,360
    DOW INC - 41SH 999 2,276
    DUPONT DE NEMOURS INC I - 41SH 1,525 2,916
    ECOLAB INC - 72SH 7,437 15,578
    ELECTRONIC ARTS INC - 39SH 5,277 5,600
    FACEBOOK INC-A - 22SH 5,261 6,010
    INTUIT INC - 17SH 5,274 6,457
    ISHARES CORE S P 500 ETF - 873SH 266,134 327,715
    J P MORGAN CHASE - 259SH 9,264 32,911
    MASTERCARD INC - 18SH 5,385 6,425
    MATCH GROUP INC NEW - 59SH 5,590 8,920
    MICRON TECHNOLOGY INC - 110SH 5,445 8,270
    MICROSOFT CORP - 155SH 5,790 34,475
    P P G INDS - 50SH 1,879 7,211
    PAYPAL HOLDINGS INC - 30SH 5,424 7,026
    QUALCOMM INC - 200SH 10,141 30,468
    SALESFORCE COM INC - 27SH 5,397 6,008
    SCHWAB CHARLES CORP - 146SH 4,990 7,744
    TARGETCORP - 42SH 4,949 7,414
    TRADE DESK INC THE CLASS A - 12SH 5,540 9,612
    UNITEDHEALTH GROUP INC - 65SH 3,020 22,794
    VISA INC CLASS A - 100SH 2,133 21,873
    WALMART INC - 42SH 5,314 6,054
    ALBEMARLE CORP - 69SH 5,353 10,179
    CABOT OIL GAS CORP - 298SH 5,226 4,851
    COPART INC - 63SH 5,349 8,017
    MARATHON PETROLEUM CORP - 155SH 5,226 6,411
    RINGCENTRAL INC CLASS A - 18SH 5,314 6,821
    STEPHENS MID CAP GROWTH R5 - 822.43SH 22,000 30,981
    TOUCHSTONE MID CAP Y - 7864.439SH 287,264 348,237
    TRANSUNION - 62SH 5,365 6,152
    VIATRIS INC - 333SH 5,361 6,240
    ISHARES CORE S P SMALL CAP - 744SH 40,983 68,374
    CHUBB LTD - 117SH 9,832 18,009
    ISHARES CORE MSCI EAFE - 425SH 21,942 29,363
    VANGUARD INTERNATIONAL GROWTH FUND - 1503.598SH 140,000 241,012
    BARON EMERGING MARKETS INSTITUTIONAL - 4589.199SH 63,589 87,470
    CAUSEWAY EMERGING MARKETS INSTL - 3513.39SH 42,407 52,841
    ISHARES CORE MSCI EMERGING MKTS - 481SH 25,271 29,841
    AMERICAN TOWER CORP - 80SH 4,120 17,957
    NUVEEN REAL ESTATE SECS - 3134.736SH 68,613 58,745
    ABBOTT LABS - 255SH 27,970 27,920
    ALPHABET INC CLASS A - 30SH 7,109 52,579
    ALPHABET INC CLASS C - 30SH 7,067 52,556
    AMAZON COM INC - 31SH 29,038 100,965
    AMETEK AEROSPACE PRODS INC - 205SH 17,329 24,793
    ANTHEM INC - 85SH 23,226 27,293
    APPLE INC - 1064SH 21,492 141,182
    BECTON DICKINSON & COMPANY - 150SH 33,691 37,533
    BLACKROCK INC - 30SH 11,144 21,646
    BROADRIDGE FINANCIAL SOL - 150SH 20,548 22,980
    CHARTER COMMUNICATIONS INC - 60SH 31,887 39,693
    CHEVRON CORPORATION - 415SH 47,421 35,047
    COOPER COS INC - 55SH 7,008 19,983
    COSTCO WHSL CORP - 50SH 5,566 18,839
    CROWN CASTLE INTERNATIONAL CORP - 155SH 20,455 24,674
    DANAHER CORP - 125SH 4,548 27,768
    DEERE & CO - 145SH 25,166 39,012
    DOLLAR TREE INC - 220SH 20,282 23,769
    EATON CORP PLC - 325SH 18,499 39,046
    EURONET SVCS INC - 230SH 22,222 33,332
    FACEBOOK INC-A - 150SH 14,159 40,974
    FIDELITY NATIONAL INFORMATION - 250SH 13,437 35,365
    FIRST REPUBLIC BANK/SAN FRAN - 185SH 19,451 27,182
    FLEETCOR TECHNOLOGIES INC - 135SH 35,267 36,832
    HONEYWELL INTL INC - 220SH 24,979 46,794
    INTERPUBLIC - 1635SH 28,587 38,455
    ISHARES NASDAQ BIOTECHNOLOGY INDEX FUND - 280SH 37,439 42,417
    JOHNSON AND JOHNSON - 210SH 12,761 33,050
    JP MORGAN CHASE & CO - 415SH 7,660 52,734
    KEYSIGHT TECHNOLOGIES INC - 300SH 20,914 39,627
    LOCKHEED MARTIN CORP - 100SH 15,283 35,498
    LOWES COMPANIES INC - 265SH 5,745 42,535
    MATERIALS SELECT SECTOR SPDR TRUST ETF - 900SH 52,130 65,151
    MCDONALDS CORP - 170SH 28,742 36,479
    MERCK & CO INC - 340SH 11,684 27,812
    MICROSOFT CORP - 600SH 25,739 133,452
    MONDELEZ INTERNATIONAL INC - 640SH 16,232 37,421
    MORGAN STANLEY DEAN WITTER & CO - 855SH 39,636 58,593
    MOTOROLA SOLUTIONS - 200SH 34,896 34,012
    NASDAQ INC - 285SH 21,552 37,831
    NEXTERA ENERGY INC - 440SH 13,672 33,946
    PEPSICO INC - 175SH 10,903 25,953
    PROCTER & GAMBLE CO - 255SH 17,663 35,481
    QUALCOMM INC - 90SH 9,582 13,711
    REGAL BELOIT CORP - 270SH 23,405 33,159
    T-MOBILE US - 290SH 31,034 39,107
    TEXAS INSTRUMENTS INC - 225SH 24,340 36,929
    THERMO FISHER CORP - 85SH 11,049 39,591
    TRANE TECHNOLOGIES - 150SH 13,252 21,774
    TRUIST FINANCIAL CORPORATION - 615SH 24,894 29,477
    UBER TECHNOLOGIES - 980SH 29,069 49,980
    UNION PACIFIC CORP - 140SH 4,164 29,151
    VERIZON COMMUNICATIONS - 575SH 29,340 33,781
    VISA INC CLASS A SHARES - 290SH 10,007 63,432
    WASTE MANAGEMENT INC DEL - 255SH 13,399 30,072
    WHIRLPOOL CORP - 200SH 25,279 36,098
    ISHARES RUSSELL MIDCAP VALUE - 1135SH 51,246 110,050
    HARTFORD MIDCAP FUND - 1227.708SH 29,398 43,829
    MFS RESEARCH INTERNATIONAL FUND R6 - 5920.676SH 82,942 130,136

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    US Government Securities - End of Year Book Value:

    88,361
    US Government Securities - End of Year Fair Market Value:

    88,775
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 51,170 51,170   0


    TY 2020 TaxesSchedule
    Name:
    JOHN SUBLETT LOGAN FOUNDATION INC
    EIN:
    43-6054176
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 717 717   0