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
BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
 
% Philip Blumenthal
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 34689
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC282344689
A Employer identification number

56-0793667
B Telephone number (see instructions)

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$23,001,531J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 175 175 0
4 Dividends and interest from securities... 376,026 376,026 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 275,206
b Gross sales price for all assets on line 6a 1,882,237
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 19,245 19,245 0
12 Total. Add lines 1 through 11........ 670,652 395,446 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 88,269 26,481 0 61,788
14 Other employee salaries and wages...... 117,612 35,284 0 82,328
15 Pension plans, employee benefits....... 9,274 2,782 0 6,492
16a Legal fees (attach schedule)......... Click to see attachment 1,000 0 0 1,000
b Accounting fees (attach schedule)....... Click to see attachment 6,000 0 0 6,000
c Other professional fees (attach schedule).... Click to see attachment 74,044 0 0 74,044
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,962 2,989 0 6,973
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 258,413 77,524 0 180,889
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 564,574 145,060 0 419,514
25 Contributions, gifts, grants paid....... 1,280,267 1,280,267
26 Total expenses and disbursements. Add lines 24 and 25 1,844,841 145,060 0 1,699,781
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,174,189
b Net investment income (if negative, enter -0-) 250,386
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............. 124,997 183,687 183,687
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 32,482 71,572 71,572
10a Investments—U.S. and state government obligations (attach schedule) 21,873,365 Click to see attachment22,746,272 22,746,272
b Investments—corporate stock (attach schedule).......   0  
c Investments—corporate bonds (attach schedule).......   0  
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,030,844 23,001,531 23,001,531
Liabilities 17 Accounts payable and accrued expenses.......... 65,132 24,077
18 Grants payable................. 270,430 440,351
19 Deferred revenue................. 2,782 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 338,344 464,428
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 10,953,155 10,953,155
28 Retained earnings, accumulated income, endowment, or other funds 10,739,345 11,583,948
29 Total net assets or fund balances (see instructions)..... 21,692,500 22,537,103
30 Total liabilities and net assets/fund balances (see instructions). 22,030,844 23,001,531
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
21,692,500
2
Enter amount from Part I, line 27a .....................
2
-1,174,189
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,018,792
4
Add lines 1, 2, and 3 ..........................
4
22,537,103
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
22,537,103
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 0
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  
3 Add lines 1 and 2........................... 3 3,480
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,480
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 71,572
b Exempt foreign organizations—tax withheld at source...... 6b  
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.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 71,572
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 68,092
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 68,092
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)
    bulletNC
    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 addressbulletBlumenthalFoundation.org
    14
    The books are in care ofbulletPeggy Gartner Telephone no.bullet (704) 688-2305

    Located atbulletPO BOX 34689CHARLOTTENC ZIP+4bullet282344689
    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    
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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.) Click to see attachment..............
    2b
    Yes
     
    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
     
    No
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
     
    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
    Alan BlumenthalClick to see attachment Trustee-part time
    0.00     		0 0 0
    1355 Greenwood Cliff 200
    Charlotte,NC28204
    Philip BlumenthalClick to see attachment Trustee-Part Time
    20.00     		88,269 0 0
    1355 Greenwood Cliff 200
    Charlotte,NC28204
    Samuel BlumenthalClick to see attachment Trustee-Part time
    0.00     		0 0 0
    1355 Greenwood Cliff 200
    Charlotte,NC28204
    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
    Peggy Gartner Program Admin
    40.00     		97,023 9,274 0
    1355 Greenwood Cliff 200
    Charlotte,NC28204
    Total number of other employees paid over $50,000...................bullet 1
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 None  
    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
    22,236,419
    b
    Average of monthly cash balances.......................
    1b
    175,928
    c
    Fair market value of all other assets (see instructions)................
    1c
    41,081
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,453,428
    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
    22,453,428
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    336,801
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    22,116,627
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,105,831
    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
    1,105,831
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,480
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    3,480
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,102,351
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,102,351
    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
    1,102,351
    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 1,102,351
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 980,878
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 406,440
    b From 2017...... 247,379
    c From 2018...... 975,467
    d From 2019...... 408,502
    e From 2020...... 457,742
    f Total of lines 3a through e ........ 2,495,530
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,699,781
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 603,273
    e Remaining amount distributed out of corpus 603,273
    5 Excess distributions carryover applied to 2021. 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 3,098,803
    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......     		 
    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 .............     		980,878
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		499,078
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		406,440
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,692,363
    10 Analysis of line 9:
    a Excess from 2017.... 247,379
    b Excess from 2018.... 975,467
    c Excess from 2019.... 408,502
    d Excess from 2020.... 457,742
    e Excess from 2021.... 603,273
    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 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
    Asheville Art Museum
    P O Box 1717
    Asheville,NC28802     		No Relationship PF A grant of $10,000.00 to enable the Museum to continue "Literacy Through Art," a program for K-5... 5,000
    Independent College Fund of NC
    530 N Blount Street
    Raleigh,NC27604     		No Relationship PF A grant to help provide scholarship funding for students in North Carolina independent colleges ... 2,500
    Mountain True
    29 North Market Street - Suite 610
    Asheville,NC28801     		No Relationship PF A grant for support of the High Country environmental program which serves Watauga Avery Ashe,... 7,500
    NC Network of Grantmakers
    3737 Glenwood Ave - Suite 460
    Raleigh,NC27612     		No Relationship PF A grant to provide scholarships for small community foundation staff to participate in the NCNG ... 1,500
    NC State University
    Box 7406
    Raleigh,NC27596     		No Relationship PF A grant to help underwrite the Institute For Emerging Issues - RECONNECT for the Future forum to... 2,500
    Queens University
    1900 Selwyn Avenue
    Charlotte,NC28207     		No Relationship PF A grant of $25,000.00 for scholarship support for non-profit leaders enrolled in the McColl Scho... 5,000
    Doing My Part
    9423 Whitehorn Drive
    Charlotte,NC28277     		No Relationship PF A grant to provide funding to help with their operation. 6,000
    NC Conservation Network
    234 Fayetteville Street
    Raleigh,NC27601     		No Relationship PF 2nd payment on $15,000.00 grant. 7,500
    Arts
    P O Box 32757
    Charlotte,NC28232     		No Relationship PF A grant to support the financial aid program. 5,000
    Classroom Central
    2116 Wilkinson Blvd
    Charlotte,NC28208     		No Relationship PF A grant to provide urgently needed school supplies through the free school supply distribution p... 5,000
    Crisis Assistance Ministry
    500-A Spratt Street
    Charlotte,NC28206     		No Relationship PF A grant to help provide financial assistance for rent utlities clothing household goods furn... 25,000
    Defenders of Wildlife
    1130 17th Street NW
    Washington,DC20036     		No Relationship PF A grant to support the PLACE pilot program in Charlotte over two years. 7,500
    International House
    1817 Central Avenue - 215
    Charlotte,NC28205     		No Relationship PF A grant to support the Ginter Immigration Law Clinic. 5,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF A grant to provide $220,000.00 for the Annual Campaign and $10,000.00 for the Adaptation and Tra... 23,000
    NC Outward Bound School
    P O Box 896893
    Charlotte,NC28289     		No Relationship PF A grant to help underwrite the cost of the Unity Program in seven Charlotte Mecklenburg County H... 1,000
    Tree Charlotte
    220 N Tryon Street
    Charlotte,NC28202     		No Relationship PF The 5th and final payment on the $50,000.00 grant for the Endowment Fund. 10,000
    Charlotte Film Society
    P O Box 78872
    Charlotte,NC28271     		No Relationship PF A grant to help build a 3-screen cinema to an existing building in NoDa on 4237 Raleigh Street. 5,000
    Community Empowerment Fund
    208 N Columbia Street Suite 100
    Chapel Hill,NC27514     		No Relationship PF A grant to help grow and deepen the programs to alleviate homelessness and poverty including CE... 12,500
    Echo Foundation
    1125 E Morehead St - 106
    Charlotte,NC28204     		No Relationship PF A grant to help sponsor the Virtual 23rd Annual Award Event featuring Nikolas Kristof. 2,000
    Jewish Family Services
    5007 Providence Road
    Charlotte,NC28226     		No Relationship PF A $25,000.00 grant for the Family to Family Campaign. 12,500
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 2nd of 10 payments on the $230,000.00 grant to Federation. 23,000
    Penland School of Crafts
    P O Box 37
    Penland,NC28765     		No Relationship PF A $10,000.00 grant to support racial and equity training for the staff and board of trustees. 5,000
    Wildlands Network
    329 W Pierpont Avenue Suite 300
    Salt Lake City,UT84101     		No Relationship PF A grant of $25,000.00 to enable the Network to continue to focus on their crossseector networkin... 12,500
    American Rivers
    1101 14th Street NW Suite 1400
    Washington,DC20005     		No Relationship PF A grant to help implement practices and policies that will make the state's rivers and communiti... 4,000
    Asheville Art Museum
    P O Box 1717
    Asheville,NC28802     		No Relationship PF The second payment on a $10,000.00 grant to provide arts lessons for children in 3 mountain coun... 5,000
    Assistance League Charlotte
    P O Box 471112
    Charlotte,NC28247     		No Relationship PF A grant help underwrite the costs associated with Operation School Bell for the fiscal year begi... 5,000
    Earth Share of North Carolina
    331 W Main Street - Suite 505
    Durham,NC27701     		No Relationship PF A grant to support efforts to develop corporate partnerships that brirng new individual engageme... 3,000
    FilmNorth
    550 Vandalia Street - 120
    St Paul,NC55114     		No Relationship PF The 1st payment on a grant of $10,000 to help fund the production and national distribution of t... 5,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 3rd payment on $220,000.00 grant for the Annual Campaign and a $10000.00 grant for the Adaptatio... 23,000
    Mecklenburg Ministries
    3900-A Park Road
    Charlotte,NC28209     		No Relationship PF A grant for support of the weekly Fath Community and Nonprofit Leader Covid-19 meetings. 500
    Queens University
    1900 Selwyn Avenue
    Charlotte,NC28207     		No Relationship PF 4th of 5 payments on $25000.00 grant. 5,000
    South Wings
    35 Haywood Street Suite 201
    Asheville,NC28801     		No Relationship PF A grant for support of the Norh Carolina Healthy Land and Waters project for 2021. 5,000
    Southern Appalachian Wilderness Stewards
    225 E Chestnut Street - 001
    Asheville,NC28802     		No Relationship PF The 1st payment on a grant of $10,000.00 for general operating support. 5,000
    The Olga Lengyel Institute
    58 East 79th Street
    New York,NY10075     		No Relationship PF A grant to support the TOLI NC 2021 Holocaust Program for classroom teachers. 1,000
    United Way of Central Carolinas
    601 5th Street - Suite 350
    Charlotte,NC28202     		No Relationship PF The lst of 4 payments on a grant of $15,000.00 for the Alexis de Tocqueville Society. 3,750
    Charlotte Symphony
    128 S Tryon St 350
    Charlotte,NC28202     		No Relationship PF A grant for general operating support. 5,000
    Doing My Part
    9423 Whitehorn Drive
    Charlotte,NC28277     		No Relationship PF A grant for general operating support. 6,000
    Hands In Outreach
    1504 Silver Street
    Sheffield,MD01257     		No Relationship PF A grant of $1500.00 for scholarship support for 11th grader Saraswati and $1000.00 for help in c... 2,500
    Jewish Education Loan Fund
    4549 Chamblee Dunwoody Road
    Atlanta,GA30338     		No Relationship PF A grant to help provide scholarship funding for a Jewish Charlotte student entering college. 5,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF The 4th payment on a $220,000.00 grant with $210,000.00 for the Annual Campaign and $10,000.00 f... 23,000
    Latin American Coalition
    4938 Central Avenue - Suite 101
    Charlotte,NC28205     		No Relationship PF A grant for general operating support. 5,000
    NC Climate Solutions CoalitionClimateTm
    c/o Gayle Tuch P O Box 984
    Clemmons,NC27102     		No Relationship PF A grant for general operating support to develop four statewide,environmental projects that fill... 5,000
    Queens University
    1900 Selwyn Avenue
    Charlotte,NC28207     		No Relationship PF The 5th and final payment on the $25,000.00 grant for the Blumenthal scholarship for a student i... 5,000
    Sustain Charlotte
    P O Box 18201
    Charlotte,NC28205     		No Relationship PF A grant of $10,000.00 for general operating and programming support in 2021. 5,000
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF General Operating Support 50,000
    The Charlotte Ctr for the Humanities
    620 N Alexander Street
    Charlotte,NC28202     		No Relationship PF A grant to help deepen human connection and strengthen civic activity in a effort to help people... 5,000
    Environmental Defense Fund
    4000 Westchase Blvd - Suite 510
    Raleigh,NC27607     		No Relationship PF A grant of $15,000.00 for the Eastern North Carolina Resilience Program. 7,500
    Forsyth Tech Community College
    2100 Silas Creek Parkway
    Winston Salem,NC27103     		No Relationship PF A grant for the Peter Thull Holocaust Education Fund to help the college to expand its capacity ... 2,500
    FilmNorth
    550 Vandalia Street - 120
    St Paul,MN55114     		No Relationship PF 2nd payment on $10,000.00 grant for documentary film of Mecklenburg County. 5,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 5th payment on $230,000.00 grant for annual campaign and the adaptationa nd transformation fund. 23,000
    Penland School of Crafts
    P O Box 37
    Penland,NC28765     		No Relationship PF 2nd and final payment on $10,000.00 grant. 5,000
    Southern Conservation Partners Inc
    P O Box 33222
    Raleigh,NC27636     		No Relationship PF A grant to hlep underwrite the Biodiversity Conservation Forum to be held December 14-16 2021. 1,000
    The GroundTruth Project Inc
    10 Guest Street
    Boston,MA02135     		No Relationship PF A grant to support Report For American which has placed 2 journalist into The Charlotte Observe... 10,000
    Wildacres Leadership Initiative
    4208 Six Forks Road
    Raleigh,NC27609     		No Relationship PF A grant for general operating support. 50,000
    Childrens Organ Transplant Association
    2501 West COTA Drive
    Bloomington,IN47403     		No Relationship PF A grant in honor of Mary Ruth Webb. 500
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF General operating support. 50,000
    Catawba Riverkeeper Foundation
    P O Box 11838
    Charlotte,NC28220     		No Relationship PF A grant for spport of the Environmental Education Programs - CREEK - Community Resources in Educ... 5,000
    Community Empowerment Fund
    208 N Columbia Street Suite 100
    Chapel Hill,NC27514     		No Relationship PF The second payment on the $25,000.00 grant for the work they do with low-income families. 12,500
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 6th payment on the $230,000.00 grant to Federation for the annual campaign and the Adaptation an... 23,000
    Southern Appalachian Wilderness Stewards
    225 E Chestnut Street - 001
    Asheville,NC28801     		No Relationship PF 2nd payment on $10,000.00 grant. 5,000
    Sustain Charlotte
    P O Box 18201
    Charlotte,NC28205     		No Relationship PF 2nd paynet on $10,000.00 grant for support of operations and programming for 2021. 5,000
    Wildacres Leadership Initiative
    4208 Six Forks Road
    Raleigh,NC27609     		No Relationship PF General Operating Support 50,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 7th of 10 payments on $230,000.00 grant - $220,000.00 annual campaign - $10,000.00 Adaptation an... 23,000
    NC Conservation Network
    234 Fayetteville Street
    Raleigh,NC27601     		No Relationship PF A grant of $15,000.00 to help support the work of the Network to urge decision makers to take s... 7,500
    Safe Alliance
    601 E 5th Street Suite 400
    Charlotte,NC28202     		No Relationship PF A grant to support the Greater Charlotte Hope Line as it expands and adapts to meet the basic ne... 3,000
    Spruce Pine Montessori School
    67 Walnut Avenue
    Spruce Pine,NC28777     		No Relationship PF A grant to help provide funding for substitute salaries field trips and classroom materials. 5,000
    Wildlands Network
    329 W Pierpont Avenue Suite 300
    Salt Lake City,UT84101     		No Relationship PF 2nd payment on $25,000.00 grant. 12,500
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF General Operating Support 40,000
    Charlotte Ballet
    701 N Tryon Street
    Charlotte,NC28202     		No Relationship PF 1st payment on $25,000.00 grant for 2021 2022 Season. 6,250
    Charlotte Symphony
    128 S Tryon St 350
    Charlotte,NC28202     		No Relationship PF 2nd payment on $10,000.00 grant for general operating support. 5,000
    Environmental Defense
    4000 Westchase Blvd - Suite 510
    Raleigh,NC27607     		No Relationship PF 2nd payment on $15,000.00 grant for NC Resilience Program. 7,500
    Goodwill Industries
    5301 Wilkinson Boulevard
    Charlotte,NC28226     		No Relationship PF A grant for support of the Virtual Community project that povides access to career building serv... 5,000
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 8th payment on $230,000.00 grant with $220,000.00 for the Annual Campaign and $10,000.00 for the... 23,000
    NC Center for Non Profits
    P O Box 98475
    Raleigh,NC27624     		No Relationship PF A grant to help support the Center's 2021 Statewide Conference to be held virtually on November ... 2,500
    North Carolina Wildlife Federation
    1346 St Julien Street
    Charlotte,NC28205     		No Relationship PF A grant to support the habitate restoration efforts to remove litter and plant native trees and ... 5,000
    United House of Prayer For All People
    P O Box 16624
    Charlotte,NC28297     		No Relationship PF A grant for support of the string band 2,500
    United Way of Central Carolinas
    601 5th Street - Suite 350
    Charlotte,NC28202     		No Relationship PF 2nd payment on $15,000.00 grant for support of the Alexis de Tocqueville Society. 3,750
    Charlotte Country Day School
    1440 Carmel Road
    Charlotte,NC28226     		No Relationship PF A grant for the Fall for the Country Day Fund 1,750
    Community Empowerment Fund
    208 N Columbia Street Suite 100
    Chapel Hill,NC27514     		No Relationship PF 2nd payment on grant of $25,000.00. 12,500
    Jewish Family Services
    5007 Providence Road
    Charlotte,NC28226     		No Relationship PF The second payment on a grant of $25,000.00. 12,500
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF The 9th payment on the $230,000.00 grant for the annual campaign and the Adaptation and Transfo... 23,000
    Temple Beth El
    5101 Providence Rd
    Charlotte,NC28226     		No Relationship PF A grant for suppor of the "Chai on Laughter and All That Jazz" fundraiser honoring Larry Farber ... 10,000
    The Wilderness Society
    1615 M Street NW
    Washington,DC20036     		No Relationship PF A grant to provide funds that will be focused on securing significant conservation protections i... 12,500
    United Way of Central Carolinas
    601 5th Street - Suite 350
    Charlotte,NC28202     		No Relationship PF The third payment on a grant of $15,000.00 for the Alexis de Tocqueville Society. 3,750
    Hadassah Directory
    5007 Providence Rd
    Charlotte,NC28203     		No Relationship PF For sponsorship of an ad in the Hadassah Telephone Directory. Ad - $250 free directory for spo... 268
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF For general operating support 50,000
    Charlotte Ballet
    701 N Tryon Street
    Charlotte,NC28202     		No Relationship PF 2nd payment on grant of $25,000.00 6,250
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		No Relationship PF 10th and final payment on grant of $230,000.00. 23,000
    Partners for Parks
    P O Box 323654
    Charlotte,NC28232     		No Relationship PF Annual Sponsorship 2,000
    Queens University
    1900 Selwyn Avenue
    Charlotte,NC28207     		No Relationship PF 3rd payment on $50,000.00 grant for the Sarah Belk Grambell Center for the Arts & Civic Engagement 10,000
    United Way of Central Carolinas
    601 5th Street - Suite 350
    Charlotte,NC28202     		No Relationship PF 4th and final payment on the $15,000.00 grant for the work of the Alexis de Tocqueville Society 3,750
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF Donation for general operating support 50,000
    Charlotte Public Tree Fund Inc
    P O Box 31723
    Charlotte,NC28231     		No Relationship PF A grant for the tree planting and outreach work of the organization. 1,500
    Nature Conservancy
    334 Blackwell Street Suite 300
    Durham,NC27701     		No Relationship PF A grant for general operating support. 2,000
    NC Conservation Network
    234 Fayetteville Street
    Raleigh,NC27601     		No Relationship PF 2nd payment on $15,000.00 grant. 7,500
    Wildacres Retreat
    P O Box 280
    Little Switzerland,NC28749     		No Relationship PF A grant for general operating support. 40,000
    Total .................................bullet 3a 1,052,018
    bApproved for future payment
    Jewish Federation of Greater Charlotte
    5007 Providence Rd
    Charlotte,NC28226     		    Donation for general operating support 228,249
    Total .................................bullet 3b 228,249
    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 ....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0 14 174 174
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e) .. 0 376,200 376,200
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    752,400
    (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)
     
     
    (2) Other assets.................................
    1a(2)
     
     
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
     
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
     
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
     
    (4) Reimbursement arrangements...........................
    1b(4)
     
     
    (5) Loans or loan guarantees.............................
    1b(5)
     
     
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
     
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
     
    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: 21013404
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Audit 6,000 0 0 6,000

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    West End 2021-01 Purchase 2022-06  
    West End     		733,363 366,669   0   0
    West End 2021-01 Purchase 2021-07  
    West End     		115,546 57,770   0   0
    Capricorn Sustainable Investors 2020-01 Purchase 2021-08  
    Capricorn Sustainable Investors     		39,872 79,744   0   0
    Capricorn Sustainable Investors 2019-01 Purchase 2021-08  
    Capricorn Sustainable Investors     		130,645 261,290   0   0
    West End 2020-01 Purchase 2021-09  
    West End     		291,470 145,735   0   0
    West End 2019-01 Purchase 2021-11  
    West End     		170,113 340,226   0   0
    West End 2019-01 Purchase 2021-11  
    West End     		103,322 206,644   0   0
    West End 2020-01 Purchase 2021-06  
    West End     		297,906 148,953   0   0

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    US Government Securities - End of Year Book Value:

    21,873,365
    US Government Securities - End of Year Fair Market Value:

    22,746,272
    State & Local Government Securities - End of Year Book Value:


    22,746,272
    State & Local Government Securities - End of Year Fair Market Value:


    22,746,272


    TY 2021 LegalFeesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    New lease agreement 1,000 0 0 1,000


    TY 2021 OtherExpensesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Office and administrative 258,413 77,524 0 180,889


    TY 2021 OtherIncomeSchedule2
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Earned Easement 2,782 2,782 0
    Miscellaneous 16,463 16,463 0


    TY 2021 OtherIncreasesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Description Amount
    Unrealized Gains 2,018,792


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Manager Fees 74,044 0 0 74,044


    TY 2021 TaxesSchedule
    Name:
    BLUMENTHAL FOUNDATION FOR CHARITY RELIGION EDUCATION & BETTER INTER-
    EIN:
    56-0793667
    Software ID:
    21013404
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Property Taxes 9,962 2,989 0 6,973