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
TAYLOR FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)517 MAST DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRADENTON, FL34208
A Employer identification number

39-6058301
B Telephone number (see instructions)

(941) 744-1976
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$14,890,027J Accounting method:
modified cash
(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) 30,607
2 Check bullet.............
3 Interest on savings and temporary cash investments 13 13  
4 Dividends and interest from securities... 189,344 189,344  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 388,140
b Gross sales price for all assets on line 6a 1,014,125
7 Capital gain net income (from Part IV, line 2)... 388,140
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 23,221 18,320  
12 Total. Add lines 1 through 11........ 631,325 595,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 274,640 0   274,640
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 113,647 0   113,647
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,729 0   3,729
c Other professional fees (attach schedule).... Click to see attachment 113,820 113,820   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,943 1,184   1,759
19 Depreciation (attach schedule) and depletion... Click to see attachment 45,637 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 462 0   321
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 81,950 16,522   62,455
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 636,828 131,526   456,551
25 Contributions, gifts, grants paid....... 203,300 203,300
26 Total expenses and disbursements. Add lines 24 and 25 840,128 131,526   659,851
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -208,803
b Net investment income (if negative, enter -0-) 464,291
c Adjusted net income (if negative, enter -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............. 67,368 111,119 111,119
2 Savings and temporary cash investments......... 559,995 442,631 442,631
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,902    
10a Investments—U.S. and state government obligations (attach schedule) 1,757 Click to see attachment1,456 1,456
b Investments—corporate stock (attach schedule)....... 7,418,163 Click to see attachment8,705,867 8,705,867
c Investments—corporate bonds (attach schedule)....... 1,691 Click to see attachment1,448 1,448
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,648,805 Click to see attachment4,722,077 4,722,077
14 Land, buildings, and equipment: basis bullet1,387,871
Less: accumulated depreciation (attach schedule) bullet510,699 913,634 Click to see attachment877,172 877,172
15 Other assets (describe bullet) Click to see attachment28,257 Click to see attachment28,257 Click to see attachment28,257
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,642,572 14,890,027 14,890,027
Liabilities 17 Accounts payable and accrued expenses.......... 1,517 4,633
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) Click to see attachment78,725 Click to see attachment89,375
23 Total liabilities (add lines 17 through 22)......... 80,242 94,008
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........... 13,562,330 14,796,019
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)..... 13,562,330 14,796,019
30 Total liabilities and net assets/fund balances (see instructions). 13,642,572 14,890,027
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
13,562,330
2
Enter amount from Part I, line 27a .....................
2
-208,803
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,442,492
4
Add lines 1, 2, and 3 ..........................
4
14,796,019
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,796,019
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 SALE OF PUBLICLY TRADED SECURITIES P    
b DBSI NEW HAMPSTEAD II LLC P    
c CAPITAL GAINS DIVIDENDS P    
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 909,024   625,985 283,039
b 39,609     39,609
c 65,492     65,492
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       283,039
b       39,609
c       65,492
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 2 388,140
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 6,454
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 6,454
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 11,143
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,143
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 4,689
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,689 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL, WI, CA
    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 ofbulletTHE FOUNDATION Telephone no.bullet (941) 744-1976

    Located atbullet517 MAST DRIVEBRADENTONFL ZIP+4bullet34208
    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)
    Yes
     
    (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)
     
    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
     
     
    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
    KATHERINE KITTSMILLER PRESIDENT
    30.00     		115,319 38,738 0
    517 MAST DRIVE
    BRADENTON,FL34208
    RITCHEY NELSON TAYLOR VICE PRESIDENT/TREASURER
    25.00     		30,000 8,796 0
    517 MAST DRIVE
    BRADENTON,FL34208
    ELAINE ACKEL CHIEF EXECUTIVE OFFICER
    40.00     		128,031 42,990 0
    517 MAST DRIVE
    BRADENTON,FL34208
    CHRISTOPHER KITTSMILLER SECRETARY
    25.00     		1,290 829 0
    517 MAST DRIVE
    BRADENTON,FL34208
    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
    MERRILL LYNCH INVESTMENT MANAGEMENT FEES 113,820
    220 VESEY STREET
    NEW YORK,NY10281
    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.........................bullet0
    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
    12,788,865
    b
    Average of monthly cash balances.......................
    1b
    381,734
    c
    Fair market value of all other assets (see instructions)................
    1c
    28,257
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,198,856
    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
    13,198,856
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    197,983
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,000,873
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    650,044
    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
    650,044
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,454
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,454
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    643,590
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    643,590
    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
    643,590
    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 7 643,590
    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...... 59,376
    b From 2017...... 22,565
    c From 2018...... 230,811
    d From 2019......  
    e From 2020...... 46,246
    f Total of lines 3a through e ........ 358,998
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 669,026
    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..... 643,590
    e Remaining amount distributed out of corpus 25,436
    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 5 384,434
    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) ...     		59,376
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		325,058
    10 Analysis of line 9:
    a Excess from 2017.... 22,565
    b Excess from 2018.... 230,811
    c Excess from 2019....  
    d Excess from 2020.... 46,246
    e Excess from 2021.... 25,436
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    CHILDCARE INTERNATIONAL
    28 BUCKEYE ROAD
    ABERDEEN,SCOTLANDAB228DG
    UK     		N/A PC GENERAL 56,000
    CHILDREN WITH HAIR LOSS
    12776 DIXIE HIGHWAY
    SOUTH ROCKWOOD,MN48179     		N/A PC GENERAL 1,000
    FELT INC OF MANATEE
    211 25TH ST WEST
    BRADENTON,FL34205     		N/A PC GENERAL 25,000
    KENOSHA ROTARY CLUB
    PO BOX 577
    KENOSHA,WI53141     		N/A PC GENERAL 5,000
    MANATEE CHILDREN'S SERVICES
    465 CORTEZ ROAD
    WEST BRADENTON,FL34207     		N/A PC GENERAL 15,600
    MANATEE RIVERSIDE ROTARY CLUB
    PO BOX 495
    BRADENTON,FL34206     		N/A PC GENERAL 5,000
    NATHANIEL'S HOPE
    5210 S ORANGE AVE
    ORLANDO,FL32809     		N/A PC GENERAL 200
    OUR DAILY BREAD
    1426 14TH ST WEST
    BRADENTON,FL34205     		N/A PC GENERAL 10,000
    PALMETTO ROTARY
    PO BOX 54
    PALMETTO,FL34221     		N/A PC EDUCATION FUND 12,500
    SALVATION ARMY
    1204 14TH ST
    WEST BRADENTON,FL34206     		N/A PC GENERAL 2,000
    SOUTHEASTERN GUIDE DOGS
    4210 77TH ST EAST
    PALMETTO,FL34221     		N/A PC GENERAL 2,500
    ST MICHAEL'S WOODSHOP
    1437 BLOSSOM ROAD
    ROCHESTER,NY14610     		N/A PC GENERAL 1,000
    STILLPOINT MISSION INC
    PO BOX 619
    BRADENTON,FL34206     		N/A PC GENERAL 10,000
    TURNING POINTS
    202 13TH AVENUE EAST
    EAST BRADENTON,FL34208     		N/A PC GENERAL 35,000
    WILDLIFE REHAB & EDUCATION
    PO BOX 1440
    ANNA MARIA,FL34216     		N/A PC GENERAL 8,500
    WOMEN'S RESOURCE CENTER
    1926 MANATEE AVE WEST
    BRADENTON,FL34205     		N/A PC GENERAL 14,000
    Total .................................bullet 3a 203,300
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 13  
    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 ............     		    18 388,140  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aCLASS ACTION SETTLEMENT PROCEEDS     		    01 317  
    b2019 990PF REFUND     01 4,901  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 600,718 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    600,718
    (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:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING - BOOKKEEPING SOLUTIONS 3,729 0   3,729

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

    TY 2021 DepreciationSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    BLDG IMPROVEMENTS 2005-01-01 2,096 862 SL 39.000000000000 54 0    
    BLDG IMPROVEMENTS 2004-04-06 9,979 4,277 SL 39.000000000000 256 0    
    ROOF 2004-11-15 15,000 6,208 SL 39.000000000000 385 0    
    CABINETS 2004-04-06 2,929 1,253 SL 39.000000000000 75 0    
    DRYWALL WORK-GARAGE STALLS 2003-02-28 1,200 1,200 SL 39.000000000000 0 0    
    LOCKBOXES 2005-05-25 411 411 SL 7.000000000000 0 0    
    ISLAND FLOOR 2004-01-23 1,519 1,519 SL 7.000000000000 0 0    
    FURNITURE 2004-02-17 3,544 3,544 SL 7.000000000000 0 0    
    APPLIANCES 2004-02-17 2,414 2,414 SL 7.000000000000 0 0    
    BRADENTON FURNITURE 2004-03-16 788 788 SL 7.000000000000 0 0    
    LAMPS 2004-03-16 363 363 SL 7.000000000000 0 0    
    DECOR ITEMS 2004-04-15 487 487 SL 7.000000000000 0 0    
    KITCHEN ITEMS 2004-04-15 296 296 SL 7.000000000000 0 0    
    STEAM CLEANER 2004-01-19 230 230 SL 7.000000000000 0 0    
    POOL PAVERS/INSTALLATION 2003-10-15 11,750 11,750 SL 15.000000000000 0 0    
    KITCHEN CABINETS 2001-11-27 8,618 8,618 SL 15.000000000000 0 0    
    LAND 2001-07-27 415,139   NC 0 % 0 0    
    BLDG 2001-07-27 370,773 186,667 SL 39.000000000000 9,507 0    
    LANDSCAPING 2001-11-06 20,731 20,731 SL 15.000000000000 0 0    
    AIR CONDITIONING UNITS 2001-08-31 6,665 6,665 SL 5.000000000000 0 0    
    RANGE 2001-10-29 494 494 SL 5.000000000000 0 0    
    CARPET 2001-05-10 361 361 SL 5.000000000000 0 0    
    REMODELING 2001-12-07 836 401 SL 39.000000000000 21 0    
    TRASH CANS 2002-01-28 127 127 SL 5.000000000000 0 0    
    CARPET 2002-01-30 1,589 1,589 SL 5.000000000000 0 0    
    TV 2002-03-05 320 320 SL 5.000000000000 0 0    
    QUEEN BEDROOM SET 2002-03-05 505 505 SL 5.000000000000 0 0    
    APPLIANCES 2002-03-05 3,321 3,321 SL 5.000000000000 0 0    
    CARPET 2002-04-02 3,178 3,178 SL 5.000000000000 0 0    
    BED, APPLIANCES, HOME DECOR 2002-04-11 4,512 4,512 SL 5.000000000000 0 0    
    FURNITURE 2002-04-25 4,841 4,841 SL 5.000000000000 0 0    
    BEDROOM SET 2002-05-21 316 316 SL 5.000000000000 0 0    
    WASHER/DRYER 2002-07-16 605 605 SL 5.000000000000 0 0    
    SWIMMING POOL IMPROVEMENTS 2002-12-13 7,795 7,795 SL 15.000000000000 0 0    
    IMPROVEMENTS 2002-06-18 75,565 35,933 SL 39.000000000000 1,938 0    
    STOCKADE FOR DUMPSTER 2002-01-11 670 670 SL 15.000000000000 0 0    
    ELECTRICAL WIRING 2002-02-25 778 377 SL 39.000000000000 20 0    
    ELECTRICAL WIRING 2002-05-07 744 354 SL 39.000000000000 19 0    
    ELECTRICAL WIRING 2002-04-03 1,076 523 SL 39.000000000000 28 0    
    BLDG IMPROVEMENTS-PLUMBING 2001-12-31 4,275 2,095 SL 39.000000000000 110 0    
    FURNITURE 2001-07-27 1,500 1,500 SL 5.000000000000 0 0    
    SIGNS 2002-12-13 497 497 SL 15.000000000000 0 0    
    DISHWASHER 2002-03-05 400 400 SL 5.000000000000 0 0    
    FURNITURE 2002-01-30 5,530 5,530 SL 5.000000000000 0 0    
    ARTWORK 2002-05-21 408 408 SL 5.000000000000 0 0    
    REFRIGERATOR 2002-12-31 565 565 SL 5.000000000000 0 0    
    PLUMBING 2002-03-04 1,125 545 SL 39.000000000000 29 0    
    HERON 2002-02-12 128 128 SL 5.000000000000 0 0    
    FRAMES 2002-04-30 384 384 SL 5.000000000000 0 0    
    PLANTS 2002-05-21 393 393 SL 15.000000000000 0 0    
    LABOR 2002-05-21 4,660 2,218 SL 39.000000000000 119 0    
    FURNITURE 2001-01-24 1,764 1,764 SL 7.000000000000 0 0    
    FURNITURE 2001-07-24 668 668 SL 7.000000000000 0 0    
    LANDSCAPING 2001-11-26 10,309 10,309 SL 15.000000000000 0 0    
    PAVERS 2001-11-16 7,521 7,521 SL 15.000000000000 0 0    
    CARPET 2001-01-16 325 325 SL 7.000000000000 0 0    
    CARPET 2001-06-19 1,111 1,111 SL 7.000000000000 0 0    
    LIGHTING 2001-10-15 222 222 SL 15.000000000000 0 0    
    FRAMES 2002-07-18 242 242 SL 7.000000000000 0 0    
    REMODEL UNIT 3 - ELECTRIC 2003-12-22 368 154 SL 39.000000000000 9 0    
    PLUMBING 2002-05-06 4,149 1,975 SL 39.000000000000 106 0    
    TELEPHONES 2006-06-15 810 810 SL 3.000000000000 0 0    
    PRINTER 2007-11-27 399 399 SL 3.000000000000 0 0    
    PDS REFRIGERATOR 2007-02-12 434 434 SL 10.000000000000 0 0    
    PDS SIGNS 2007-01-17 130 130 SL 15.000000000000 0 0    
    ONLINE 2008-10-10 194 194 SL 3.000000000000 0 0    
    SIGNS NOW 2009-10-09 361 361 SL 3.000000000000 0 0    
    COUCH 2010-03-10 1,460 1,460 SL 3.000000000000 0 0    
    BLINDS 2010-03-10 171 171 SL 3.000000000000 0 0    
    LOCKS 2010-04-12 180 180 SL 5.000000000000 0 0    
    FURNITURE 2010-04-12 3,804 3,804 SL 3.000000000000 0 0    
    MATTRESSES 2010-12-23 1,242 1,242 SL 3.000000000000 0 0    
    NEW OFFICE FURNITURE - KATHIE 2010-08-10 1,646 1,646 SL 3.000000000000 0 0    
    FENCING - PLAYA DEL SOL 2011-09-27 3,852 920 SL 39.000000000000 99 0    
    LAPTOP COMPUTER 2011-05-23 1,445 1,445 SL 5.000000000000 0 0    
    PRINTER 2011-07-12 545 545 SL 5.000000000000 0 0    
    COMPUTER 2011-08-15 1,055 1,055 SL 5.000000000000 0 0    
    IPAD TABLET 2011-12-12 800 800 SL 5.000000000000 0 0    
    IPAD ACCESSORIES 2011-12-12 280 280 SL 5.000000000000 0 0    
    BOOKSHEVLES 2011-09-12 194 194 SL 7.000000000000 0 0    
    MATTRESSES 2011-01-27 609 609 SL 3.000000000000 0 0    
    MATTRESSES 2011-05-11 2,588 2,588 SL 3.000000000000 0 0    
    REFRIGERATOR 2011-08-15 1,134 1,134 SL 5.000000000000 0 0    
    DISHWASHER 2011-09-12 537 537 SL 5.000000000000 0 0    
    PDS TELEVISIONS (2) 2012-10-24 730 730 SL 5.000000000000 0 0    
    IPAD 2012-10-25 660 660 SL 5.000000000000 0 0    
    PRINTER 2013-01-31 543 543 SL 5.000000000000 0 0    
    COMPUTER 2013-06-11 200 200 SL 5.000000000000 0 0    
    PRESSURE WASHERS PDS 2013-05-29 404 404 SL 5.000000000000 0 0    
    LOWES APPLIANCES PDS 2013-04-01 3,204 3,204 SL 5.000000000000 0 0    
    DISHWASHER/ MICROWAVE/ 2013-10-28 1,002 1,002 SL 5.000000000000 0 0    
    PATIO FURNITURE 2013-04-15 635 635 SL 5.000000000000 0 0    
    4 STACK WASHERS AND DRYERS 2014-08-11 6,817 6,817 SL 5.000000000000 0 0    
    4 AIR CONDITIONING UNITS 2014-09-18 14,627 14,627 SL 5.000000000000 0 0    
    COMPUTER 2015-08-31 2,100 2,100 SL 5.000000000000 0 0    
    PDS ROOF REPAIR 2017-01-13 6,644 673 SL 39.000000000000 170 0    
    PLAYA DEL SOL ISLAND PROPERTY REMODEL 2019-01-01 162,260 8,322 SL 39.000000000000 4,161 0    
    (4) MATTRESSES 2019-01-01 10,300 6,866 SL 3.000000000000 3,434 0    
    MICROWAVE OVEN 2019-01-01 972 388 SL 5.000000000000 194 0    
    HOME DCOR AND CURTAINS 2019-01-01 3,312 1,324 SL 5.000000000000 662 0    
    GARBAGE CAN 2019-01-01 29 12 SL 5.000000000000 6 0    
    (4) COUCHES 2019-01-01 3,003 1,202 SL 5.000000000000 601 0    
    (4) CHAIRS 2019-01-01 1,060 424 SL 5.000000000000 212 0    
    FURNITURE CUSHIONS 2019-01-01 460 184 SL 5.000000000000 92 0    
    MICROWAVE OVEN 2019-01-01 1,462 584 SL 5.000000000000 292 0    
    PDS BASEBOARDS 2019-01-05 213 85 SL 5.000000000000 43 0    
    PDS BASEBOARDS 2019-01-09 423 168 SL 5.000000000000 85 0    
    ARNOLD'S CLEAN AIR & HEAT 2019-01-14 5,670 2,225 SL 5.000000000000 1,134 0    
    PDS - DOOR TRIM 2019-02-27 132 48 SL 5.000000000000 26 0    
    PDS RENOVATION 2019-05-15 30,214 9,851 SL 5.000000000000 6,043 0    
    PDS RENOVATION - BRINGMAN ROOFING, GUTTERS, LABOR 2019-06-20 4,511 1,381 SL 5.000000000000 902 0    
    DECK REPAIRS 2019-06-26 13,500 4,091 SL 5.000000000000 2,700 0    
    PDS FLOORING 2019-07-11 2,111 622 SL 5.000000000000 422 0    
    PDS - DEPOSIT FOR WORK TO BE DONE 2019-09-03 1,000 265 SL 5.000000000000 200 0    
    PDS INSULATION REPAIR 2019-09-06 783 207 SL 5.000000000000 157 0    
    LABOR 2019-09-20 10,477 2,681 SL 5.000000000000 2,095 0    
    PDS WINDOW REPAIR 2019-09-20 3,553 910 SL 5.000000000000 711 0    
    POOL REPAIRS 2019-10-21 18,885 4,512 SL 5.000000000000 3,777 0    
    PDS - PICTURES 2019-01-05 249 165 SL 3.000000000000 84 0    
    PDS - PICTURES 2019-02-06 56 36 SL 3.000000000000 20 0    
    PDS - PILLOWS 2019-02-20 339 210 SL 3.000000000000 113 0    
    PDS - (2) MICROWAVE OVENS 2019-03-29 332 116 SL 5.000000000000 66 0    
    PDS MICROWAVE OVEN 2019-03-29 233 82 SL 5.000000000000 47 0    
    PDS UMBRELLAS 2019-04-25 765 258 SL 5.000000000000 153 0    
    PDS STOVE 2019-05-05 23 8 SL 5.000000000000 5 0    
    PDS STACK WASHER & DRYER 2019-08-07 1,360 381 SL 5.000000000000 272 0    
    PDS HOUSEWARES 2019-11-30 124 27 SL 5.000000000000 25 0    
    PDS - WASHING MACHINE 2020-01-09 1,743 341 SL 5.000000000000 349 0    
    LASER PRINTER 2020-02-13 1,198 352 SL 3.000000000000 399 0    
    PDS - STACKING WASHING MACHINE 2020-06-17 2,651 286 SL 5.000000000000 530 0    
    COMPUTER 2020-06-18 1,391 149 SL 5.000000000000 278 0    
    COMPUTER 2020-06-23 1,285 134 SL 5.000000000000 257 0    
    IPAD 2020-07-27 950 136 SL 3.000000000000 317 0    
    LASER PRINTER TONER 2020-11-25 1,122 37 SL 3.000000000000 374 0    
    PDA PAVERS - FIREPIT AREA 2021-02-23 2,447   SL 5.000000000000 418 0    
    TFF - ELAINE'S OFFICE CHAIR 2021-06-24 853   SL 7.000000000000 64 0    
    PDS FIREPIT FURNITURE - PAYPAL *SLAB DOGS 2021-02-09 3,200   SL 5.000000000000 572 0    
    PDS - FIREPIT FURNITURE 2021-03-19 1,553   SL 5.000000000000 245 0    
    TFF & PDS - PRINTER INK 2021-08-02 1,122   SL 3.000000000000 155 0    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WASHINGTON MUTU CMO 2005 200 UNITS 1,448 1,448

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS (ABT) 3,350 SHRS 471,477 471,477
    ALPHABET INC (GOOG) 74 SHRS 214,126 214,126
    ALPHABET INC SHS CL A (GOOGL) 178 SHRS 515,673 515,673
    AMAZON COM INC (AMZN) 100 SHRS 333,434 333,434
    AMERICAN TOWER REIT INC (AMT) 948 SHRS 277,290 277,290
    ANTHEM INC (ANTM) 662 SHRS 306,863 306,863
    APPLE INC (AAPL) 2,548 SHRS 452,448 452,448
    BERKSHIRE HATHAWAYINC (BRKB) 467 SHRS 139,633 139,633
    CBOE GLOBAL MARKETS INC (CBOE) 1,105 SHRS 144,092 144,092
    CHEVRON CORP (CVX) 669 SHRS 78,507 78,507
    CITIGROUP INC COM NEW (C) 1,433 SHRS 86,539 86,539
    COCA COLA COM (KO) 2,203 SHRS 130,440 130,440
    COMCAST CORP NEW CL (CMCSA) 2,558 SHRS 128,744 128,744
    COSTCO WHOLESALE (COST) 245 SHRS 139,087 139,087
    DISNEY WALT CO COM STK (DIS) 1,710 SHRS 264,862 264,862
    DOLLAR GENERAL CORP (DG) 390 SHRS 91,974 91,974
    ELI LILLY & CO (LLY) 1,064 SHRS 293,898 293,898
    EQUINIX INC (EQIX) 405 SHRS 342,565 342,565
    FISERV INC WISC PV QCT (FISV) 1,863 SHRS 193,361 193,361
    HOME DEPOT INC (HD) 137 SHRS 56,856 56,856
    JOHNSON AND JOHNSON COM (JNJ) 748 SHRS 127,960 127,960
    JP MORGAN CHASE & CO (JPM) 507 SHRS 80,283 80,283
    LOCKHEED MARTIN CORP (LMT) 588 SHRS 208,981 208,981
    MASTERCARD INC (MA) 1,080 SHRS 388,066 388,066
    MERCK AND CO INC (MRK) 2,040 SHRS 156,346 156,346
    MICROSOFT CORP (MSFT) 1,682 SHRS 565,690 565,690
    NETFLIX COM INC (NFLX) 98 SHRS 59,039 59,039
    NOVO NORDISK A S ADR (NVO) 2,978 SHRS 333,536 333,536
    PROCTER & GAMBLE CO (PG) 1,871 SHRS 306,058 306,058
    QUALCOMM INC (QCOM) 2,040 SHRS 373,055 373,055
    TEXAS INSTRUMENT (TXN) 2,057 SHRS 387,683 387,683
    THERMO FISHER SCIENTIFIC (TMO) 494 SHRS 329,617 329,617
    TJX COS INC NEW (TJX) 4,694 SHRS 356,368 356,368
    UNITED PARCEL SVC CL B (UPS) 976 SHRS 209,196 209,196
    VULCAN MATERIALS CO (VMC) 781 SHRS 162,120 162,120

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    US Government Securities - End of Year Book Value:

    1,456
    US Government Securities - End of Year Fair Market Value:

    1,456
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN BOND FD (ABNFX) 41,141 SHRS FMV 550,887 550,887
    AMERICAN EURO PACIFIC (AEPFX) 6,495 SHRS FMV 419,443 419,443
    BLACKROCK STRATEGIC (BSIIX) 38,918 SHRS FMV 395,020 395,020
    BLACKROCK STRATEGIC INCOME (BSIIX) 2,530 SHRS FMV 25,678 25,678
    BLACKROCK TOTAL RETURN (MAHQX) 21,101 SHRS FMV 249,834 249,834
    BLACKROCK TOTAL RETURN FUND INST (MAHQX) 2174 SHRS FMV 25,736 25,736
    BLACKSTONE ALT MULTI (BXMIX) 23,041 SHRS FMV 244,240 244,240
    BLACKSTONE ALT MULTI STRATEGY FUND (BXMIX) 1,399 SHRS FMV 14,831 14,831
    FIDELITY ADVISOR TOTAL (FEPIX) 30,613 SHRS FMV 337,973 337,973
    FIRST TRUST LOW DURATION (LMBS) 4,835 SHRS FMV 241,702 241,702
    FIRST TRUST PREFERRED (FPE) 8,740 SHRS FMV 177,597 177,597
    ISHARES 1-3 YEAR (SHY) 1,207 SHRS FMV 103,247 103,247
    ISHARES GOLD TR SHS (IAU) 972 SHRS FMV 33,835 33,835
    ISHARES TIPS (TIP) 673 SHRS FMV 86,952 86,952
    KBS REIT II FMV 24,800 24,800
    LORD ABBETT SHORT (LDLFX) 82,601 SHRS FMV 342,794 342,794
    NATIXIS GATEWAY FUND CL (GTEYX) 28 SHRS FMV 1,151 1,151
    NATIXIS GATEWAY FUND CL (GTEYX) 3,063 SHRS FMV 124,592 124,592
    NEW YORK CITY REIT CLASS A FMV 68,371 68,371
    NOBLE ROYALTY ACCESS FUND XI FMV 100,000 100,000
    PIMCO DYNAMIC INCOME (PDI) 1,323 SHRS FMV 34,279 34,279
    VANGUARD 500 INDEX FUND (VOO) 810 SHRS FMV 353,622 353,622
    VANGUARD INTERMEDIATE-TERM (VCIT) 1,962 SHRS FMV 181,995 181,995
    VANGUARD SHORT TERM BOND (BSV) 3,500 SHRS FMV 282,905 282,905
    VANGUARD SMALL CAP (VP) 1,330 SHRS FMV 300,593 300,593

    TY 2021 LandEtcSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    BLDG IMPROVEMENTS 2,096 916 1,180  
    BLDG IMPROVEMENTS 9,979 4,533 5,446  
    ROOF 15,000 6,593 8,407  
    CABINETS 2,929 1,328 1,601  
    DRYWALL WORK-GARAGE STALLS 1,200 1,200 0  
    LOCKBOXES 411 411 0  
    ISLAND FLOOR 1,519 1,519 0  
    FURNITURE 3,544 3,544 0  
    APPLIANCES 2,414 2,414 0  
    BRADENTON FURNITURE 788 788 0  
    LAMPS 363 363 0  
    DECOR ITEMS 487 487 0  
    KITCHEN ITEMS 296 296 0  
    STEAM CLEANER 230 230 0  
    POOL PAVERS/INSTALLATION 11,750 11,750 0  
    KITCHEN CABINETS 8,618 8,618 0  
    LAND 415,139 0 415,139  
    BLDG 370,773 196,174 174,599  
    LANDSCAPING 20,731 20,731 0  
    AIR CONDITIONING UNITS 6,665 6,665 0  
    RANGE 494 494 0  
    CARPET 361 361 0  
    REMODELING 836 422 414  
    TRASH CANS 127 127 0  
    CARPET 1,589 1,589 0  
    TV 320 320 0  
    QUEEN BEDROOM SET 505 505 0  
    APPLIANCES 3,321 3,321 0  
    CARPET 3,178 3,178 0  
    BED, APPLIANCES, HOME DECOR 4,512 4,512 0  
    FURNITURE 4,841 4,841 0  
    BEDROOM SET 316 316 0  
    WASHER/DRYER 605 605 0  
    SWIMMING POOL IMPROVEMENTS 7,795 7,795 0  
    IMPROVEMENTS 75,565 37,871 37,694  
    STOCKADE FOR DUMPSTER 670 670 0  
    ELECTRICAL WIRING 778 397 381  
    ELECTRICAL WIRING 744 373 371  
    ELECTRICAL WIRING 1,076 551 525  
    BLDG IMPROVEMENTS-PLUMBING 4,275 2,205 2,070  
    FURNITURE 1,500 1,500 0  
    SIGNS 497 497 0  
    DISHWASHER 400 400 0  
    FURNITURE 5,530 5,530 0  
    ARTWORK 408 408 0  
    REFRIGERATOR 565 565 0  
    PLUMBING 1,125 574 551  
    HERON 128 128 0  
    FRAMES 384 384 0  
    PLANTS 393 393 0  
    LABOR 4,660 2,337 2,323  
    FURNITURE 1,764 1,764 0  
    FURNITURE 668 668 0  
    LANDSCAPING 10,309 10,309 0  
    PAVERS 7,521 7,521 0  
    CARPET 325 325 0  
    CARPET 1,111 1,111 0  
    LIGHTING 222 222 0  
    FRAMES 242 242 0  
    REMODEL UNIT 3 - ELECTRIC 368 163 205  
    PLUMBING 4,149 2,081 2,068  
    TELEPHONES 810 810 0  
    PRINTER 399 399 0  
    PDS REFRIGERATOR 434 434 0  
    PDS SIGNS 130 130 0  
    ONLINE 194 194 0  
    SIGNS NOW 361 361 0  
    COUCH 1,460 1,460 0  
    BLINDS 171 171 0  
    LOCKS 180 180 0  
    FURNITURE 3,804 3,804 0  
    MATTRESSES 1,242 1,242 0  
    NEW OFFICE FURNITURE - KATHIE 1,646 1,646 0  
    FENCING - PLAYA DEL SOL 3,852 1,019 2,833  
    LAPTOP COMPUTER 1,445 1,445 0  
    PRINTER 545 545 0  
    COMPUTER 1,055 1,055 0  
    IPAD TABLET 800 800 0  
    IPAD ACCESSORIES 280 280 0  
    BOOKSHEVLES 194 194 0  
    MATTRESSES 609 609 0  
    MATTRESSES 2,588 2,588 0  
    REFRIGERATOR 1,134 1,134 0  
    DISHWASHER 537 537 0  
    PDS TELEVISIONS (2) 730 730 0  
    IPAD 660 660 0  
    PRINTER 543 543 0  
    COMPUTER 200 200 0  
    PRESSURE WASHERS PDS 404 404 0  
    LOWES APPLIANCES PDS 3,204 3,204 0  
    DISHWASHER/ MICROWAVE/ 1,002 1,002 0  
    PATIO FURNITURE 635 635 0  
    4 STACK WASHERS AND DRYERS 6,817 6,817 0  
    4 AIR CONDITIONING UNITS 14,627 14,627 0  
    COMPUTER 2,100 2,100 0  
    PDS ROOF REPAIR 6,644 843 5,801  
    PLAYA DEL SOL ISLAND PROPERTY REMODEL 162,260 12,483 149,777  
    (4) MATTRESSES 10,300 10,300 0  
    MICROWAVE OVEN 972 582 390  
    HOME DCOR AND CURTAINS 3,312 1,986 1,326  
    GARBAGE CAN 29 18 11  
    (4) COUCHES 3,003 1,803 1,200  
    (4) CHAIRS 1,060 636 424  
    FURNITURE CUSHIONS 460 276 184  
    MICROWAVE OVEN 1,462 876 586  
    PDS BASEBOARDS 213 128 85  
    PDS BASEBOARDS 423 253 170  
    ARNOLD'S CLEAN AIR & HEAT 5,670 3,359 2,311  
    PDS - DOOR TRIM 132 74 58  
    PDS RENOVATION 30,214 15,894 14,320  
    PDS RENOVATION - BRINGMAN ROOFING, GUTTERS, LABOR 4,511 2,283 2,228  
    DECK REPAIRS 13,500 6,791 6,709  
    PDS FLOORING 2,111 1,044 1,067  
    PDS - DEPOSIT FOR WORK TO BE DONE 1,000 465 535  
    PDS INSULATION REPAIR 783 364 419  
    LABOR 10,477 4,776 5,701  
    PDS WINDOW REPAIR 3,553 1,621 1,932  
    POOL REPAIRS 18,885 8,289 10,596  
    PDS - PICTURES 249 249 0  
    PDS - PICTURES 56 56 0  
    PDS - PILLOWS 339 323 16  
    PDS - (2) MICROWAVE OVENS 332 182 150  
    PDS MICROWAVE OVEN 233 129 104  
    PDS UMBRELLAS 765 411 354  
    PDS STOVE 23 13 10  
    PDS STACK WASHER & DRYER 1,360 653 707  
    PDS HOUSEWARES 124 52 72  
    PDS - WASHING MACHINE 1,743 690 1,053  
    LASER PRINTER 1,198 751 447  
    PDS - STACKING WASHING MACHINE 2,651 816 1,835  
    COMPUTER 1,391 427 964  
    COMPUTER 1,285 391 894  
    IPAD 950 453 497  
    LASER PRINTER TONER 1,122 411 711  
    PDA PAVERS - FIREPIT AREA 2,447 418 2,029  
    TFF - ELAINE'S OFFICE CHAIR 853 64 789  
    PDS FIREPIT FURNITURE - PAYPAL *SLAB DOGS 3,200 572 2,628  
    PDS - FIREPIT FURNITURE 1,553 245 1,308  
    TFF & PDS - PRINTER INK 1,122 155 967  


    TY 2021 OtherAssetsSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ESCROW ACCOUNTS 28,257 28,257 28,257


    TY 2021 OtherExpensesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 1,962 1,367   595
    CLEANING SERVICE 4,652 0   4,652
    UTILITIES - BUILDING 12,038 0   12,038
    TRASH REMOVAL - BUILDING 906 0   906
    TELEPHONE AND COMMUNICATIONS 2,884 0   2,914
    SUPPLIES - BUILDING 4,292 0   4,292
    REPAIRS AND MAINTENANCE - BUILDING 7,462 0   4,962
    MISCELLANEOUS EXPENSES 2,858 0   2,362
    POSTAGE AND SHIPPING 481 0   298
    OFFICE EXPENSES 8,823 0   8,588
    MISCELLANEOUS RENTAL EXPENSES 11,949 0   12,360
    INSURANCE EXPENSE 435 0   435
    INFORMATION TECHNOLOGY SUPPORT 670 0   670
    DUES AND SUBSCRIPTIONS 3,132 0   3,132
    CABLE - BUILDING 1,230 0   1,230
    PAYROLL ADMINISTRATIVE FEES 3,021 0   3,021
    INVESTMENT EXPENSES THRU K-1'S 15,155 15,155   0


    TY 2021 OtherIncomeSchedule2
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES THRU K-1'S 17,972 17,972 17,972
    OTHER INVESTMENT INCOME 31 31 31
    CLASS ACTION SETTLEMENT PROCEEDS 317 317 317
    2019 990PF REFUND 4,901   4,901


    TY 2021 OtherIncreasesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Amount
    CHANGE IN UNREALIZED GAIN ON INVESTMENTS 1,442,492


    TY 2021 OtherLiabilitiesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Description Beginning of Year - Book Value End of Year - Book Value
    DEPOSITS 78,725 89,375


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES - MERRILL LYNCH 113,820 113,820   0


    TY 2021 TaxesSchedule
    Name:
    TAYLOR FAMILY FOUNDATION INC
    EIN:
    39-6058301
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 1,759 0   1,759
    FOREIGN TAXES PAID 1,184 1,184   0