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. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
JOURNAL GAZETTE FOUNDATION INC
 
% HEATHER HEAL
Number and street (or P.O. box number if mail is not delivered to street address)4701 COVINGTON RD 17
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WAYNE, IN46804
A Employer identification number

31-1134237
B Telephone number (see instructions)

(260) 755-5269
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$16,581,205J 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) 147,964
2 Check bullet.............
3 Interest on savings and temporary cash investments 203    
4 Dividends and interest from securities... 166,397    
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 0
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 1,014,053
8 Net short-term capital gain......... 210,998
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... 0    
12 Total. Add lines 1 through 11........ 314,564 1,014,053 210,998
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... Click to see attachment 77,936      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy.............. 377      
21 Travel, conferences, and meetings....... 700      
22 Printing and publications.......... 537      
23 Other expenses (attach schedule)....... 0      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,550 0   0
25 Contributions, gifts, grants paid....... 836,066 836,066
26 Total expenses and disbursements. Add lines 24 and 25 915,616 0   836,066
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -601,052
b Net investment income (if negative, enter -0-) 1,014,053
c Adjusted net income (if negative, enter -0-)... 210,998
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
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............. 227,927 378,874 378,874
2 Savings and temporary cash investments......... 1,863,867 1,976,643 1,976,643
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 5,402,935 Click to see attachment5,527,838 12,336,348
c Investments—corporate bonds (attach schedule)....... 1,845,476 Click to see attachment1,890,491 1,889,340
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,340,205 9,773,846 16,581,205
Liabilities 17 Accounts payable and accrued expenses..........   73,372
18 Grants payable................. 171,250 281,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 171,250 354,372
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 9,168,955 9,419,474
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,168,955 9,419,474
30 Total liabilities and net assets/fund balances (see instructions). 9,340,205 9,773,846
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
9,168,955
2
Enter amount from Part I, line 27a .....................
2
-601,052
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,014,053
4
Add lines 1, 2, and 3 ..........................
4
9,581,956
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
162,482
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,419,474
Form 990-PF (2021)
Form 990-PF (2021)
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,014,053
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 3 210,998
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
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 All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) 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 14,095
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 14,095
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 128
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,777
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,777 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
No
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 XIV..................................
    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 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-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 ofbulletHEATHER HEAL Telephone no.bullet (260) 755-5269

    Located atbullet4701 COVINGTON RD 17FORT WAYNEIN ZIP+4bullet46804
    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 2021, 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 VI-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? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (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)? ......................
    1a(5)
     
    No
    (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.) ...............
    1a(6)
     
    No
    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
    c
    ........bullet
    d
    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 2021? .............
    1d
     
    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 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    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
     
    No
    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? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 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 2021.) .....................
    3b
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-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))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    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
    c
    .........bullet
    d
    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? .................
    5d
     
    No
    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? .............................
    6a
     
    No
    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?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
    No
    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? .........................
    8
     
    No
    Part VII
    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
    HARRIETT J INSKEEP PRESIDENT
    1.000     		0    
    4701 COVINGTON RD Ste 17
    FORT WAYNE,IN46804
    JULIE INSKEEP SIMPSON VICE PRESIDENT
    1.000     		0    
    4701 COVINGTON RD 17
    FORT WAYNE,IN46804
    STEPHEN S INSKEEP VICE PRESIDENT
    1.000     		0    
    4701 COVINGTON RD Ste 17
    FORT WAYNE,IN46804
    THOMAS R INSKEEP BOARD MEMBER
    1.000     		0    
    4701 COVINGTON RD 17 Ste 17
    FORT WAYNE,IN46804
    DEVON A HAYNIE BOARD MEMBER
    1.000     		0    
    4701 COVINGTON RD Ste 17
    FORT WAYNE,IN46804
    HEATHER D HEAL SECRETARYTREASURER
    3.000     		0    
    4701 COVINGTON RD Ste 17
    FORT WAYNE,IN46804
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    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
    JOURNAL GAZETTE COMPANY CONSULTINVESTACCTG 73,372
    4701 COVINGTON RD 17
    FORT WAYNE,IN46804
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-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 VIII-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 0
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    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
    15,817,373
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,817,373
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    15,817,373
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    237,261
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,580,112
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    779,006
    Part X
    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 IX, line 6..................
    1
    779,006
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,095
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,095
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    764,911
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    764,911
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    764,911
    Part XI
    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
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    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 XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 764,911
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 668
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 139,691
    b From 2017...... 213,295
    c From 2018...... 365,865
    d From 2019......  
    e From 2020...... 55,060
    f Total of lines 3a through e ........ 773,911
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 836,066
    a Applied to 2020, but not more than line 2a 668
    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 2021 distributable amount..... 764,911
    e Remaining amount distributed out of corpus 70,487
    5 Excess distributions carryover applied to 2021.    
    (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 5 844,398
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		139,691
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		704,707
    10 Analysis of line 9:
    a Excess from 2017.... 213,295
    b Excess from 2018.... 365,865
    c Excess from 2019....  
    d Excess from 2020.... 55,060
    e Excess from 2021.... 70,487
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-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 2021, 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) 2021 (b) 2020 (c) 2019 (d) 2018
    0       0
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		        0
    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 ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		        0
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    Part XIV
    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).)
    JULIE INSKEEP SIMPSON
    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:
    HEATHER HEAL
    4701 COVINGTON RD Ste 17
    FORT WAYNE,IN46804
    (260) 755-5269
    HHEAL@JOURNALGAZETTE.COMCASTBIZ.NET
    bThe form in which applications should be submitted and information and materials they should include:
    THE FOUNDATION HAS AN APPLICATION THAT CAN BE REQUESTED BY PHONE
    cAny submission deadlines:
    NO STIPULATED DEADLINES BOARD MEETS QUARTERLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    RECIPIENT MUST BE 501C3 FROM NE INDIANA OR NW OHIO
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    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
    ALBIN POLASEK MUSEUM
    633 OSCEOLA AVE
    WINTER PARK,FL32789     		    OPERATIONS 1,475
    ALLEN COUNTY CHRISTMAS BUREAU
    PO BOX 13265
    FORT WAYNE,IN46868     		    OPERATIONS 2,000
    ALLEN COUNTY COURTHOUSE PRESERVATION
    715 S CALHOUN ST
    FORT WAYNE,IN46802     		    OPERATIONS 1,200
    AMANI FAMILY SERVICES
    5104 N CLINTON ST
    FORT WAYNE,IN46825     		    OPERATIONS 3,000
    ARTS UNITED OF GREATER FORT WAYNE
    300 E MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 22,000
    AUDIENCES UNLIMITED
    1005 W RUDISILL BLVD Ste 304
    FORT WAYNE,IN46807     		    OPERATIONS 5,000
    BALL STATE UNIVERSITY FOUNDATION
    2800 W BETHEL AVE
    MUNCIE,IN47304     		    SCHOLARSHIPS 5,000
    BIG BROTHERS BIG SISTERS
    1005 W RUDISILL BLVD
    FORT WAYNE,IN46807     		    OPERATIONS 6,000
    BLUE JACKET INC
    2826 S CALHOUN ST
    FORT WAYNE,IN46807     		    OPERATIONS 5,000
    BOYS & GIRLS CLUB OF FORT WAYNE
    2609 FAIRFIELD AVE
    FORT WAYNE,IN46807     		    CAPITAL OPERATIONS 21,000
    CAMP WATCHA WANNA DO
    PO BOX 11166
    FORT WAYNE,IN46856     		    OPERATIONS 5,000
    CANCER SERVICES
    6316 MUTUAL DR
    FORT WAYNE,IN46825     		    OPERATIONS 1,000
    CHILL
    530 HOME AVE
    FORT WAYNE,IN46807     		    OPERATIONS 5,000
    FORT WAYNE CIVIC THEATRE
    303 E MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 3,000
    COMMUNITY FOUNDATION OF GREATER FORT WAYNE
    555 E WAYNE ST
    FORT WAYNE,IN46802     		    OPERATIONS 5,000
    COMMUNITY HARVEST FOOD BANK
    999 E TILLMAN RD
    FORT WAYNE,IN46816     		    OPERATIONS 30,000
    COMMUNITY TRANSPORTATION NETWORK
    5601 INDUSTRIAL RD
    FORT WAYNE,IN46825     		    CAPITAL 125,000
    EARLY CHILDHOOD ALLIANCE
    3800 N ANTHONY BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 5,000
    EAST ALLEN FAMILY RESOURCE CENTER
    610 PROFESSIONAL PARK DR Ste 46774
    NEW HAVEN,IN46774     		    OPERATIONS 1,000
    EASTER SEALS ARC
    4919 COLDWATER RD
    FORT WAYNE,IN46825     		    OPERATIONS 5,000
    ECKHART PUBLIC LIBRARY
    603 S JACKSON ST
    AUBURN,IN46706     		    OPERATIONS 50
    EMBASSY THEATRE FOUNDATION
    125 W JEFFERSON
    FORT WAYNE,IN46802     		    OPERATIONS 5,000
    ERIN'S HOUSE
    5670 YMCA PARK DR WEST
    FORT WAYNE,IN46835     		    OPERATIONS 1,000
    EUELL WILSON CENTER
    1512 OXFORD ST
    FORT WAYNE,IN46806     		    OPERATIONS 7,500
    FAME
    300 E MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 1,000
    FIRST PRESBYTERIAN
    300 W WAYNE ST
    FORT WAYNE,IN46802     		    OPERATIONS 11,641
    FORT WAYNE MUSEUM OF ART
    311 E MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 100
    FORT WAYNE PARKS FOUNDATION
    705 E STATE BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 1,000
    FORT WAYNE PHILHARMONIC
    4901 FULLER DR
    FORT WAYNE,IN46835     		    OPERATIONS 5,000
    FORT WAYNE PUBLIC TELEVISION PBS 39
    2501 E COLISEUM BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 200
    FORT WAYNE TRAILS
    300 E MAIN ST Ste 131
    FORT WAYNE,IN46802     		    OPERATIONS 4,500
    FORT WAYNE ZOOLOGICAL SOCIETY
    3411 SHERMAN ST
    FORT WAYNE,IN46808     		    CAPITAL 25,000
    FRIENDS OF THE PARK
    PO BOX 10152
    FORT WAYNE,IN46850     		    OPERATIONS 1,500
    FRIENDS OF THE RIVERS
    429 E DUPONT RD Ste 145
    FORT WAYNE,IN46825     		    OPERATIONS 5,000
    HABITAT FOR HUMANITY OF GREATER FORT WAYNE
    2020 E WASHINGTON BLVD
    FORT WAYNE,IN46803     		    OPERATIONS 2,000
    HEADWATERS JUNCTION
    6914 WOODCROFT LANE
    FORT WAYNE,IN46804     		    CAPITAL 15,000
    HEALTHIER MOMS & BABIES
    1025 W RUDISILL Ste 9
    FORT WAYNE,IN46807     		    OPERATIONS 11,100
    THE HISTORY CENTER
    302 E BERRY ST Ste 46802
    FORT WAYNE,IN46802     		    CAPITAL OPERATIONS 54,000
    HOMEBOUND MEALS
    PO BOX 10179
    FORT WAYNE,IN46850     		    OPERATIONS 5,000
    INDIANA UNIVERSITY
    601 E KIRKWOOD AVE
    BLOOMINGTON,IN47405     		    SCHOLARSHIPS OPERATIONS 14,500
    INNER CITY HOPE
    1312 S HANNA ST
    FORT WAYNE,IN46802     		    OPERATIONS 1,000
    INTERFAITH HOSPITALITY NETWORK
    2925 E STATE BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 5,000
    JUNIOR ACHIEVEMENT
    550 E WALLEN RD
    FORT WAYNE,IN46825     		    CAPITAL OPERATIONS 26,350
    LEADERSHIP FORT WAYNE
    200 E MAIN ST Ste 800
    FORT WAYNE,IN46802     		    OPERATIONS 500
    LEAGUE FOR THE BLIND & DISABLED
    5821 S ANTHONY BLVD
    FORT WAYNE,IN46816     		    OPERATIONS 3,500
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR Ste 200
    PORT CHESTER,NY10573     		    OPERATIONS 100
    THE LITERACY ALLIANCE
    1005 W RUDISILL BLVD Ste 307
    FORT WAYNE,IN46807     		    OPERATIONS 6,000
    MCMILLEN CENTER FOR HEALTH EDUCATION
    600 JIM KELLEY BLVD
    FORT WAYNE,IN46816     		    CAPITAL 10,000
    MENTAL HEALTH AMERICA OF NORTHEAST INDIANA
    3201 STELLHORN RD Ste C101
    FORT WAYNE,IN46815     		    OPERATIONS 2,500
    NEIGHBORHOOD HEALTH
    1717 CALHOUN ST
    FORT WAYNE,IN46802     		    OPERATIONS 5,000
    NEIGHBORLINK FORT WAYNE
    2826 CALHOUN ST
    FORT WAYNE,IN46807     		    OPERATIONS 2,500
    NORTHEAST INDIANA PUBLIC RADIO
    3204 CLAIRMONT CT
    FORT WAYNE,IN46808     		    OPERATIONS 400
    FORT WAYNE PARKS FOUNDATION
    705 E STATE BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 14,000
    PLANNED PARENTHOOD
    200 S MERIDIAN ST Ste 400
    INDIANAPOLIS,IN46225     		    OPERATIONS 2,500
    PLYMOUTH UCC
    501 W BERRY ST
    FORT WAYNE,IN46802     		    OPERATIONS 2,100
    PURDUE FORT WAYNE FOUNDATION
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 2,000
    SCAN INC
    500 W MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 5,000
    SCIENCE CENTRAL
    1950 N CLINTON ST
    FORT WAYNE,IN46805     		    CAPITAL 50,000
    STILLWATER HOSPICE
    5910 HOMESTEAD ROAD
    FORT WAYNE,IN46814     		    CAPITAL 25,000
    SUPER SHOT INC
    1515 HOBSON RD
    FORT WAYNE,IN46805     		    OPERATIONS 4,000
    THIRTEEN STEP HOUSE
    1317 W WASHINGTON BLVD
    FORT WAYNE,IN46802     		    OPERATIONS 3,500
    TREES INDIANA
    3525 LAKE AVE Ste 11
    FORT WAYNE,IN46805     		    OPERATIONS 2,000
    TURNSTONE
    3320 N CLINTON ST
    FORT WAYNE,IN46805     		    OPERATIONS 15,500
    UNITED FRONT
    334 E BERRY ST
    FORT WAYNE,IN46802     		    OPERATIONS 100
    UNITED WAY OF ALLEN COUNTY
    334 E BERRY ST
    FORT WAYNE,IN46802     		    OPERATIONS 135,000
    UNITY PERFORMING ARTS FOUNDATION
    2101 E COLISEUM BLVD
    FORT WAYNE,IN46805     		    OPERATIONS 1,000
    US OLYMPIC & PARALYMPIC FOUNDATION
    1 OLYMPIC PLAZA
    COLORADO SPRINGS,CO80909     		    OPERATIONS 200
    VERA BRADLEY FOUNDATION
    12420 STONEBRIDGE ROAD
    ROANOKE,IN46783     		    OPERATIONS 10,050
    VINCENT VILLAGE
    2827 HOLTON AVE
    FORT WAYNE,IN46806     		    OPERATIONS 5,000
    WAWASEE AREA CONSERVANCY FOUNDATION
    11586 IN-13
    SYRACUSE,IN46567     		    OPERATIONS 5,000
    WELLSPRING INTERFAITH SOCIAL SERVICES
    1316 BROADWAY
    FORT WAYNE,IN46802     		    OPERATIONS 5,000
    FORT WAYNE YOUTHEATRE
    303 E MAIN ST
    FORT WAYNE,IN46802     		    OPERATIONS 3,000
    YMCA
    347 W BERRY ST
    FORT WAYNE,IN46802     		    OPERATIONS 2,000
    YWCA
    5920 DECATUR RD
    FORT WAYNE,IN46816     		    CAPITAL OPERATIONS 51,500
    YOUNG LEADERS OF NORTHEAST INDIANA FOUNDATION
    PO BOX 10774
    FORT WAYNE,IN46853     		    OPERATIONS 3,000
    Total .................................bullet 3a 836,066
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    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 ............     		         
    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) ..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-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 XV-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 (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    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 (2021)
    Additional Data


    Software ID: 21013244
    Software Version: ta21mefv1.0


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    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
    2021
    Name of the organization
    JOURNAL GAZETTE FOUNDATION INC
     
    Employer identification number

    31-1134237
    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) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    JOURNAL GAZETTE FOUNDATION INC
          		Employer identification number
    31-1134237
    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
    JULIE INSKEEP SIMPSON
    4701 COVINGTON RD Ste 17
     
    FORT WAYNE, IN46804

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JOURNAL GAZETTE COMPANY
     
    4701 COVINGTON RD Ste 17
     
    FORT WAYNE, IN46804

    		$ 127,964


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    JOURNAL GAZETTE FOUNDATION INC
          		Employer identification number

    31-1134237
    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
    2
    		 922 SHARES PROCTOR GAMBLE $ 127,964 2021-01-31
    (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) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    JOURNAL GAZETTE FOUNDATION INC
          		Employer identification number

    31-1134237
    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) (2021)
    Additional Data


    Software ID: 21013244
    Software Version: ta21mefv1.0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DOUBLELINE 141,008 130,715
    DOUBLELINE 557,735 518,599
    VANGUARD BOND INDEX FUND 780,023 851,922
    T ROWE PRICE INTL BOND FUND 411,725 388,104

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    T ROWE PRICE NEW HORIZONS 950,770 1,631,592
    VANECK VECTORS ETF TR GOLD MINE 175,858 195,383
    VANGUARD INDEX FDS REIT 149,991 220,419
    VANGUARD INDEX MIDCAP VALUE 114,368 300,660
    VANGUARD INDEX 500 231,040 1,329,790
    VANGUARD INDEX SML CAP 139,106 357,700
    VANGUARD INDEX FDS VALUE 251,010 647,284
    VANGUARD SPEC PORT 249,820 735,434
    VANGUARD TOTAL INTL STOCK 350,211 430,687
    VANGUARD WHITEHALL HY 250,396 577,367
    ARTISAN INTERNATIONAL 150,700 151,284
    BRISTOL MYERS 22,933 62,350
    CENTURY LINK 12,475 8,785
    CISCO SYSTEMS 24,433 63,370
    COCA COLA 20,505 59,210
    INTEL CORP 16,722 41,200
    MERCK 18,302 45,984
    PFIZER 25,872 59,050
    PROCTOR GAMBLE 18,286 98,148
    VANGUARD WORLD FUND 174,042 614,274
    VIRTUS EMERGING MKTS 56,571 55,399
    YACKTMAN 688,360 816,755
    ANNALY CAPITAL MANAGEMENT 6,252 5,474
    QUICKLOGIC 17,096 2,039
    SECTOR SPDR UTILITIES 2,131 4,295
    DNP SELECT INCOME FUND 4,016 4,348
    SECTOR SPDR UTILITIES 73,516 143,160
    VANGUARD INDEX TOTAL STOCK 50,464 169,008
    VANGUARD INDEX VALUE VIPER 97,604 250,087
    VANGUARD SCOTTSDALE ST 48,002 48,756
    VANGUARD SPEC DIV APP VIP 105,848 309,150
    CENDANA INVESTMENTS 45,072 81,418
    GLOBAL X FDS GLOB X SILV 18,260 14,672
    ISHARES MSCI EAFE 96,875 114,715
    ISHARES SP 500 50,008 95,398
    ISHARES SILVER TR 26,880 43,020
    JHL 55,019 1,426,331
    SECTOR SPDR ENERGY 160,312 137,640
    SECTOR SPDR UTILITIES 30,305 222,971
    SPDR GOLD TR GOLD SHS 34,323 51,288
    SPROTT PHYS GOLD TR 30,734 38,772
    SPROTT PHYS SILVER TR 20,480 19,248
    T ROWE PRICE INTL DISCOVERY 462,870 652,433

    TY 2021 OtherDecreasesSchedule
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Description Amount
    FMV DIFF SEC DONATION 115,469
    ND FEDERAL TAXES 25,000
    PRIOR YEAR ADJUSTMENT 22,013


    TY 2021 OtherIncreasesSchedule
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Description Amount
    CAPITAL GAINS 1,014,053


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANKING FEES 202      
    CONSULTACCTINVEST FEES 73,372      
    INVESTMENT FEES 4,362      


    TY 2021 SubstantialContributorsSch
    Name:
    JOURNAL GAZETTE FOUNDATION INC
    EIN:
    31-1134237
    Software ID:
    21013244
    Software Version:
    ta21mefv1.0
    Name Address