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 07-01-2021 , and ending 06-30-2022
Name of foundation
LEO NIESSEN JR CHARITABLE TR-MAIN
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

22-7723097
B Telephone number (see instructions)

(888) 730-4933
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$3,345,623J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 73,154 73,154  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 132,117
b Gross sales price for all assets on line 6a 450,838
7 Capital gain net income (from Part IV, line 2)... 132,117
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 452    
12 Total. Add lines 1 through 11........ 205,723 205,271  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 52,602 39,451   13,150
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 6,000 0 0 6,000
b Accounting fees (attach schedule)....... Click to see attachment 1,026 0 0 1,026
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,309 1,159   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 67,937 40,610 0 20,176
25 Contributions, gifts, grants paid....... 230,500 230,500
26 Total expenses and disbursements. Add lines 24 and 25 298,437 40,610 0 250,676
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -92,714
b Net investment income (if negative, enter -0-) 164,661
c Adjusted net income (if negative, enter -0-)... 0
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.............      
2 Savings and temporary cash investments......... 92,751 99,347 99,347
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 742,031 Click to see attachment755,135 693,894
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,819,311 Click to see attachment1,714,225 2,552,382
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) 2,654,093 2,568,707 3,345,623
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,654,093 2,568,707
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)..... 2,654,093 2,568,707
30 Total liabilities and net assets/fund balances (see instructions). 2,654,093 2,568,707
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
2,654,093
2
Enter amount from Part I, line 27a .....................
2
-92,714
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7,500
4
Add lines 1, 2, and 3 ..........................
4
2,568,879
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
172
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,568,707
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.)
1 a 20000. APPLE INC 2.400% 5/03/23   2016-04-15 2021-08-25
b 5000. CHEVRON CORP 1.554% 5/11/25   2020-06-01 2021-08-25
c 5000. CITIGROUP INC 2.700% 10/27/22   2017-10-30 2021-08-25
d 5000. COMCAST CORP 4.150% 10/15/28   2020-10-14 2021-08-25
e 20000. HOME DEPOT INC 3.000% 4/01/26   2016-06-03 2021-08-25
270. ISHARES MBS ETF   2016-04-15 2021-08-25
25. ISHARES MBS ETF   2021-01-19 2021-08-25
5000. METLIFE INC 3.600% 4/10/24   2017-06-14 2021-08-25
5000. MORGAN STANLEY 3.625% 1/20/27   2020-10-14 2021-08-25
20000. NOVARTIS CAPITAL COR 3.000% 11/20/25   2016-04-15 2021-08-25
15000. CITIGROUP INC 2.700% 10/27/22   2017-10-30 2022-03-04
300. ISHARES MBS ETF   2016-04-15 2022-03-04
15000. SUMITOMO MITSUI FINL 2.784% 7/12/22   2018-05-17 2022-03-04
15000. US TREASURY NOTE 2.125% 12/31/22   2021-08-26 2022-03-04
10000. US TREASURY NOTE 2.125% 12/31/22   2017-03-03 2022-03-04
20000. US TREASURY NOTE 2.000% 7/31/22   2017-12-01 2022-03-04
700.673 ARTISAN SMALL CAP FUND-INS #2452   2021-03-09 2022-03-24
703.037 F&T BHVRL SM CAP EQ-R6 #5158   2019-04-16 2022-03-24
320.636 T ROWE PRICE BLUE CHIP-I #429   2014-03-04 2022-03-24
15000. AT&T INC 4.450% 4/01/24   2018-06-28 2022-05-11
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 20,713   20,214 499
b 5,118   5,161 -43
c 5,128   4,985 143
d 5,787   6,040 -253
e 21,700   20,647 1,053
29,288   29,555 -267
2,712   2,755 -43
5,390   5,317 73
5,543   5,711 -168
21,638   20,820 818
15,102   14,952 150
31,439   32,157 -718
15,066   14,956 110
15,144   15,398 -254
10,096   9,957 139
20,116   19,938 178
25,000   35,048 -10,048
25,000   17,745 7,255
50,000   21,661 28,339
15,392   15,704 -312
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
      105,466
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       499
b       -43
c       143
d       -253
e       1,053
      -267
      -43
      73
      -168
      818
      150
      -718
      110
      -254
      139
      178
      -10,048
      7,255
      28,339
      -312
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 132,117
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  
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 2,289
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 2,289
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,144
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,144
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,855
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,855 RefundedBullet 11 0
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
 
 
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)
    bulletPA
    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. ...............................
    10
     
    No
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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)
    Yes
     
    (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
     
     
    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
     
     
    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)
    Yes
     
    (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
     
     
    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
     
     
    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
    WILLIAM R SASSO ESQ CO-TRUSTEE
    1     		0    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    WELLS FARGO BANK N A TRUSTEE
    1     		52,602    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    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 (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
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    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  
    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
    3,972,999
    b
    Average of monthly cash balances.......................
    1b
    140,622
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,113,621
    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
    4,113,621
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    61,704
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,051,917
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    202,596
    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
    202,596
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,289
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,289
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    200,307
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    7,500
    5
    Add lines 3 and 4............................
    5
    207,807
    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 XII, line 1 ...
    7
    207,807
    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 7 207,807
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 22,456
    b From 2017...... 42,891
    c From 2018...... 31,256
    d From 2019...... 23,923
    e From 2020...... 30,096
    f Total of lines 3a through e ........ 150,622
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 250,676
    a Applied to 2020, 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 2021 distributable amount..... 207,807
    e Remaining amount distributed out of corpus 42,869
    5 Excess distributions carryover applied to 2021. 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 5 193,491
    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 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) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		22,456
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		171,035
    10 Analysis of line 9:
    a Excess from 2017.... 42,891
    b Excess from 2018.... 31,256
    c Excess from 2019.... 23,923
    d Excess from 2020.... 30,096
    e Excess from 2021.... 42,869
    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
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    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 IX, 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 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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WELLS FARGO PHILANTHROPIC SERVICES
    1 W 4TH ST 4T FLOOR
    WINSTON SALEM,NC27101
    (888) 234-1999
    bThe form in which applications should be submitted and information and materials they should include:
    APPLY ONLINE AT WWW.WELLSFARGO.COM/PRIVATEFOUNDATIONGRANTS/NIESSEN
    cAny submission deadlines:
    JANUARY 31 ANNUALLY
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    No Geographic Limitations, but the foundation has a practice of supporting organizations in southeastern PA and southern NJ.
    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
    Academy in Manayunk Inc
    1200 RIVER RD STE 100
    Conshohocken,PA19428     		NONE PC GENERAL OPERATING 10,000
    WISSAHICKON CHARTER SCHOOL
    4700 WISSAHICKON AVE
    PHILADELPHIA,PA191444248     		NONE I SCHOLARSHIPS 5,000
    NUEVA ESPERANZA INC
    401 MAIN STREET
    HOLYOKE,MA01040     		NONE PC GENERAL OPERATING 10,000
    Bucks County Jewish Center
    25 N STATE ST
    Newtown,PA18940     		NONE PC GENERAL OPERATING 5,000
    PHILADELPHIA ORCHESTRA ASSOCIATION
    ONE SOUTH BROAD STREET
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 10,000
    THOMAS JEFFERSON UNIVERSITY
    1101 MARKET STREET SUITE 2004
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 5,000
    Settlement Music School
    PO BOX 63966
    Philadelphia,PA19147     		NONE PC GENERAL OPERATING 5,000
    DEVEREUX FOUNDATION
    2012 RENAISSANCE BOULEVARD
    King of Prussia,PA194062786     		NONE PC GENERAL OPERATING 10,000
    DRUEDING CENTER
    413 W MASTER ST
    PHILADELPHIA,PA191224436     		NONE PC GENERAL OPERATING 10,000
    HOLY REDEEMER HEALTH SYSTEM
    1648 HUNTINGDON PIKE
    MEADOWBROOK,PA19046     		NONE PC GENERAL OPERATING 20,000
    WISSAHICKON VALLEY WATERSHED ASSOCIATION
    12 MORRIS RD
    AMBLER,PA19002     		NONE PC GENERAL OPERATING 5,000
    MANOR COLLEGE
    700 FOX CHASE RD
    JENKINTOWN,PA190463319     		NONE PC GENERAL OPERATING 5,000
    STARTING POINT OF NJ INC
    215 HIGHLAND AVE
    HADDON TOWNSHIP,NJ08108     		NONE PC GENERAL OPERATING 5,000
    SISTERS OF SAINT BASIL THE GREAT
    710 FOX CHASE RD
    FOX CHASE MANOR,PA19046     		NONE PC GENERAL OPERATING 5,000
    NATIONAL CONSTITUTION CENTER
    525 ARCH STREET INDEPENDENCE MALL
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 25,000
    FRIENDS OF THE FREE LIBRARY OF
    PHILADELPHIA INC
    5543 HAVERFORD AVE
    PHILADELPHIA,PA19139     		NONE PC GENERAL OPERATING 5,000
    GREATER PHILADELPHIA CHAMBER OF
    200 S BROAD ST STE 700
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 10,000
    ANGEL FLIGHT EAST
    1501 NARCISSA ROAD
    Blue Bell,PA19422     		NONE PC GENERAL OPERATING 3,000
    G FRED DIBONA JR MEMORIAL FOUNDATION
    1245 LAFAYETTE RD
    GLADWYNE,PA19035     		NONE PC GENERAL OPERATING 7,500
    Children's Scholarship Fund Philadelphia
    100 SOUTH BROAD STREET
    Philadelphia,PA19110     		NONE I SCHOLARSHIPS 5,000
    GLEN MILLS SCHOOLS
    PO BOX 5001
    GLEN MILLS,PA19331     		NONE PC GENERAL OPERATING 10,000
    YOUTH MENTORING PARTNERSHIP
    967 E SWEDESFORD RD STE 401
    EXTON,PA19341     		NONE PC GENERAL OPERATING 5,000
    GLOBAL PHILADELPHIA ASSOCIATION INC
    100 NORTH 18TH ST STE 530
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 5,000
    RED CLOUD INDIAN SCHOOL INC
    100 MISSION DR
    PINE RIDGE,SD57770     		NONE I SCHOLARSHIPS 10,000
    LIGUORI ACADEMY
    1952 EAST ALLEGHENY AVENUE
    PHILADELPHIA,PA19134     		NONE I SCHOLARSHIPS 2,500
    IPRAXIS
    3624 MARKET ST 5E
    PHILADELPHIA,PA19104     		NONE I SCHOLARSHIPS 10,000
    CEASEFIRE PENNSYLVANIA EDUCATION
    1518 WALNUT ST STE 406
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 2,500
    COBBS CREEK RESTORATION AND COMMUNITY FO
    300 CONSHOHOCKEN STATE ROAD SUITE
    Conshohocken,PA194283801     		NONE PC GENERAL OPERATING 10,000
    Precision Institute
    2600 ONE COMMERCE SQ
    Philadelphia,PA191037018     		NONE PC GENERAL OPERATING 10,000
    Total .................................bullet 3a 230,500
    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 ............     		    18 132,117  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 452  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   205,723  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    205,723
    (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:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,026     1,026

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Name of Bond End of Year Book Value End of Year Fair Market Value
    61746BEF9 MORGAN STANLEY 17,132 14,528
    172967LQ2 CITIGROUP INC    
    912828M56 US TREASURY NOTE 36,171 34,089
    38148LAE6 GOLDMAN SACHS GROUP 21,474 19,760
    14040HBN4 CAPITAL ONE FINANCIA 16,189 14,358
    437076BM3 HOME DEPOT INC    
    126650DM9 CVS HEALTH CORP 14,945 12,925
    912828WJ5 US TREASURY NOTE 2.5 26,464 24,776
    25389JAR7 DIGITAL REALTY TRUST 16,210 14,289
    59156RBH0 METLIFE INC 3.600% 4 15,710 14,997
    036752AB9 ANTHEM INC 15,259 14,598
    961214DW0 WESTPAC BANKING CORP 14,361 14,364
    256677AC9 DOLLAR GENERAL CORP 15,884 14,926
    06367WMQ3 BANK OF MONTREAL 20,684 19,510
    06051GGA1 BANK OF AMERICA CORP 21,433 18,798
    3135G0ZR7 FED NATL MTG ASSN 2. 15,706 14,861
    9128286T2 US TREASURY NOTE 2.3 36,934 33,530
    606822BA1 MITSUBISHI UFJ FIN 15,039 14,986
    00206RDC3 AT&T INC    
    42824CBJ7 HP ENTERPRISE CO 15,332 14,396
    9128285M8 US TREASURY NOTE 28,069 25,052
    867914BS1 SUNTRUST BANKS INC 21,512 20,035
    166764BW9 CHEVRON CORP 15,483 14,223
    254687FL5 WALT DISNEY COMPANY/ 15,355 12,890
    66989HAJ7 NOVARTIS CAPITAL COR    
    693475AZ8 PNC FINANCIAL SERVIC 21,909 17,395
    9128283W8 US TREASURY NOTE 36,583 34,389
    037833AK6 APPLE INC 2.400% 5/0    
    20030NCT6 COMCAST CORP 18,119 14,958
    9128284F4 US TREASURY NOTE 24,779 24,745
    912828U24 US TREASURY NOTE 2.0 34,186 33,463
    912828N30 US TREASURY NOTE 2.1    
    9128286X3 US TREASURY NOTE 36,001 33,813
    46625HRV4 JPMORGAN CHASE & CO 20,535 19,031
    912828XQ8 US TREASURY NOTE    
    29444UBL9 EQUINIX INC 15,088 12,617
    86562MAQ3 SUMITOMO MITSUI FINL    
    00287YAQ2 ABBVIE INC 16,669 14,756
    406216BD2 HALLIBURTON COMPANY 2,084 2,001
    9128286A3 US TREASURY NOTE 20,246 19,710
    912828V23 US TREASURY NOTE 26,133 24,733
    91282CBL4 US TREASURY NOTE 33,947 30,076
    120568BB5 BUNGE LTD FINANCE CO 4,853 4,606
    110122DP0 BRISTOL-MYERS SQUIBB 4,728 4,397
    37940XAG7 GLOBAL PAYMENTS INC 4,844 4,438
    907818FU7 UNION PACIFIC CORP 4,893 4,320
    548661DY0 LOWE'S COS INC 4,526 4,009
    31428XCD6 FEDEX CORP 4,774 4,208
    49326EEJ8 KEYCORP 4,892 4,338

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    901165100 TWEEDY BROWNE INTL V AT COST 176,188 171,687
    464287200 ISHARES CORE S & P 5 AT COST 361,130 873,182
    922031760 VANGUARD HIGH YIELD AT COST 85,324 75,700
    78464A607 SPDR DOW JONES REIT AT COST 10,448 26,242
    464287465 ISHARES MSCI EAFE ET AT COST 113,440 130,917
    693390841 PIMCO HIGH YIELD FD- AT COST 60,000 54,344
    77954Q403 T ROWE PRICE BLUE CH AT COST 200,662 353,934
    464288588 ISHARES MBS ETF      
    464287804 ISHARES CORE S&P SMA AT COST 46,474 101,466
    003021714 ABERDEEN EMERG MARKE AT COST 64,615 53,868
    464287176 ISHARES TIPS BOND ET AT COST 49,980 59,119
    14064D873 F&T BHVRL SM CAP EQ- AT COST 42,847 54,153
    464287499 ISHARES RUSSELL MID- AT COST 83,555 224,306
    922908553 VANGUARD REAL ESTATE AT COST 17,796 25,693
    922042858 VANGUARD FTSE EMERGI AT COST 39,776 53,479
    00143W859 INV OPP DEVELOP MRKT AT COST 48,202 39,527
    74256W584 PRINCIPAL MIDCAP FUN AT COST 100,000 119,186
    89154Q562 TOUCHSTONE SANDS EM      
    04314H758 ARTISAN SMALL CAP FU AT COST 94,952 54,268
    46429B366 ISHARES CMBS ETF AT COST 33,836 29,828
    89154M702 TOUCHSTONE SANDS EM AT COST 85,000 51,483

    TY 2021 LegalFeesSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 6,000     6,000


    TY 2021 OtherDecreasesSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Description Amount
    MUTUAL FUND TIMING ADJ 106
    PURCHASE OF ACCRUED INTEREST CARRYOVER 61
    ROUNDING 5


    TY 2021 OtherIncomeSchedule2
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 452 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Description Amount
    RETURN OF PRIOR YEAR GRANTS 7,500


    TY 2021 TaxesSchedule
    Name:
    LEO NIESSEN JR CHARITABLE TR-MAIN
    EIN:
    22-7723097
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 996 996   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,006 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,144 0   0
    FOREIGN TAXES ON QUALIFIED FOR 48 48   0
    FOREIGN TAXES ON NONQUALIFIED 115 115   0