TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
DULANEY FA AND JF CHAR

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798

A Employer identification number

54-6487683

B Telephone number (see instructions)

(804) 273-7445

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,873,332J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)	1,095,598
2	Check .............
3	Interest on savings and temporary cash investments	4,970		4,970
4	Dividends and interest from securities...	73,538		73,297
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		172,140
b	Gross sales price for all assets on line 6a 1,340,891
7	Capital gain net income (from Part IV, line 2)...			172,140
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,346,246		250,407
13	Compensation of officers, directors, trustees, etc.	58,493		29,246		29,247
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		9,165	1,638		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		86	86
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	67,744		30,970	0	29,247
25	Contributions, gifts, grants paid.......	177,982				177,982
26	Total expenses and disbursements. Add lines 24 and 25	245,726		30,970	0	207,229
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,100,520
b	Net investment income (if negative, enter -0-)			219,437
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	23	75	75
	2	Savings and temporary cash investments.........	135,979	113,805	113,805
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	822,956	1,120,634	2,199,375
	c	Investments—corporate bonds (attach schedule).......	1,995,642	2,079,366	2,071,370
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	622,819	1,117,086	1,391,363
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	104,799	97,344	97,344
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,682,218	4,528,310	5,873,332
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,682,218	4,528,310
	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).....	3,682,218	4,528,310
	30	Total liabilities and net assets/fund balances (see instructions).	3,682,218	4,528,310

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,682,218

Enter amount from Part I, line 27a .....................

1,100,520

Other increases not included in line 2 (itemize) bullet

1,516

Add lines 1, 2, and 3 ..........................

4,784,254

Decreases not included in line 2 (itemize) bullet

255,944

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

4,528,310

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	125000. WESTPAC BANKING CORP DTD 01/25/2018 2.65		2018-03-14	2021-01-25
b	50000. HOME DEPOT INC DTD 02/12/2016 2% 04/01/2		2016-03-17	2021-03-01
c	100000. BERKSHIRE HATHAWAY INC DTD 3/15/2016 2.2		2016-03-30	2021-03-15
d	14. ADOBE SYS INC			2021-03-18
e	16. AIR PRODUCTS AND CHEMICALS INC		2016-12-05	2021-03-18
	11. ALIBABA GROUP HLDG LTD		2020-04-09	2021-03-18
	95. ALIBABA GROUP HLDG LTD			2021-03-18
	22. ALPHABET INC CL C			2021-03-18
	13. AMAZON INC COMMON			2021-03-18
	127. APPLE COMPUTER CORPORATION COMMON		2011-05-26	2021-03-18
	57. BALL CORPORATION COMMON		2019-09-26	2021-03-18
	420. BANK OF AMER CORP COMMON			2021-03-18
	264. BOSTON SCIENTIFIC			2021-03-18
	17. CIGNA CORP		2020-04-09	2021-03-18
	54. DANAHER CORP COMMON			2021-03-18
	10. DEXCOM		2019-12-09	2021-03-18
	142. ELANCO ANIMAL HEALTH INC		2020-12-07	2021-03-18
	30. FACEBOOK INC CL A			2021-03-18
	71. FIDELITY NATL INFORMATION SERVICES		2019-09-26	2021-03-18
	358.708 HARDING LOEVNER INTL EQ-INST		2017-04-17	2021-03-18
	12. HUMANA, INC.		2020-12-07	2021-03-18
	67. ISHARES S&P MIDCAP 400 INDEX FUND		2019-12-09	2021-03-18
	170. ISHARES TR S&P MIDCAP 400/BARRA GROWTH		2018-08-03	2021-03-18
	400. CEF ISHARES TR S&P		2019-12-09	2021-03-18
	29. LENNAR CORPORATION COMMON		2017-03-02	2021-03-18
	66. LOWES COMPANIES INCORPORATED			2021-03-18
	4. MERCADOLIBRE INC		2020-12-07	2021-03-18
	29. MICROSOFT CORPORATION		2016-10-06	2021-03-18
	16. NVIDIA CORP COMMON		2019-09-26	2021-03-18
	143. OSHKOSH TRUCK CORP			2021-03-18
	23. PNC BK CORP		2020-07-06	2021-03-18
	32. PAYPAL HOLDINGS INC		2018-11-20	2021-03-18
	18. QUALCOMM INC COMMON		2020-12-07	2021-03-18
	37. RPM INC OHIO		2020-12-07	2021-03-18
	15. RAYTHEON TECHNOLOGIES CORP		2020-12-07	2021-03-18
	35. SALESFORCE INC			2021-03-18
	11. SERVICENOW INC		2019-09-26	2021-03-18
	44. T-MOBILE US INC			2021-03-18
	23. T-MOBILE US INC		2020-07-06	2021-03-18
	33. TWITTER INC		2018-11-30	2021-03-18
	30. UNITED HEALTH GROUP INC		2016-05-20	2021-03-18
	861.894 VANGUARD DEVELOPED MKTS INDEX -127		2018-09-14	2021-03-18
	18. VERTEX PHARMACEUTICALS INC			2021-03-18
	22. WASTE CONNECTIONS INC		2020-07-06	2021-03-18
	17. NXP SEMICONDUCTORS N V		2019-09-26	2021-03-18
	100000. TOYOTA MOTOR CREDIT CORP DTD 04/08/2016		2018-04-03	2021-04-08
	100000. TJX COS INC 2.750% 06/15/21		2017-04-20	2021-04-15
	32. ABBVIE INC		2020-12-07	2021-04-27
	9. ALIBABA GROUP HLDG LTD		2020-04-09	2021-04-27
	12. ISHARES TR S&P MIDCAP 400/BARRA GROWTH		2018-08-03	2021-04-27
	34. PACCAR, INC. COMMON		2020-12-07	2021-04-27
	24. PENN NATL GAMING INC		2021-03-18	2021-04-27
	25000. STATE STREET CORP 1.950% 5/19/21		2018-08-01	2021-05-19
	100000. TJX COS INC 3.500% 4/15/25		2020-07-08	2021-06-04
	47. ALTABA INC ESCROWED CUSIP			2021-08-09
	47. ALTABA INC ESCROWED CUSIP			2021-09-01
	50000. NATIONAL RURAL UTILS 3.050% 02/15/22		2018-11-21	2021-11-15
	2717.044 MASSMUTUAL GLBL FLTG RT-Y			2021-12-22
	4089.163 PGIM SHRT TRM CORP BND-Q			2021-12-22
	3188.248 T ROWE PRICE EMERG MRKT ST-I			2021-12-22
	.2 COMMERCE BANCSHARES, INC.		2019-12-09	2021-12-28
	84. ALTABA INC ESCROWED CUSIP			2021-12-30
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	125,000	124,391	609
b	50,000	50,000
c	100,000	100,000
d	6,181	3,139	3,042
e	4,315	2,355	1,960
	2,620	2,145	475
	22,626	12,940	9,686
	45,397	15,756	29,641
	40,019	13,339	26,680
	15,489	1,524	13,965
	4,712	4,303	409
	16,732	9,931	6,801
	10,199	9,144	1,055
	4,182	3,157	1,025
	11,756	5,414	6,342
	3,410	2,225	1,185
	4,863	4,169	694
	8,518	3,502	5,016
	10,221	9,499	722
	10,299	7,074	3,225
	4,932	4,802	130
	17,886	13,517	4,369
	13,488	9,762	3,726
	45,686	32,972	12,714
	2,839	1,424	1,415
	11,625	7,769	3,856
	5,877	6,320	-443
	6,737	1,674	5,063
	8,318	2,842	5,476
	17,594	10,014	7,580
	4,221	2,382	1,839
	7,774	2,472	5,302
	2,387	2,830	-443
	3,287	3,207	80
	1,196	1,092	104
	7,350	3,520	3,830
	5,188	2,849	2,339
	5,513	2,772	2,741
	2,882	2,448	434
	2,277	1,042	1,235
	10,813	3,924	6,889
	13,747	11,808	1,939
	3,856	2,349	1,507
	2,261	2,041	220
	3,514	1,842	1,672
	100,000	99,536	464
	100,000	100,000
	3,573	3,361	212
	2,128	1,755	373
	1,002	689	313
	3,118	2,926	192
	2,256	2,859	-603
	25,000	25,000
	110,019	109,336	683
	352		352
	25		25
	50,000	50,000
	25,486	25,662	-176
	45,676	45,738	-62
	143,120	180,196	-37,076
	14	12	2
	56		56
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279
			21,279

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			609
b
c
d			3,042
e			1,960
			475
			9,686
			29,641
			26,680
			13,965
			409
			6,801
			1,055
			1,025
			6,342
			1,185
			694
			5,016
			722
			3,225
			130
			4,369
			3,726
			12,714
			1,415
			3,856
			-443
			5,063
			5,476
			7,580
			1,839
			5,302
			-443
			80
			104
			3,830
			2,339
			2,741
			434
			1,235
			6,889
			1,939
			1,507
			220
			1,672
			464

			212
			373
			313
			192
			-603

			683
			352
			25

			-176
			-62
			-37,076
			2
			56

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	172,140
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 ...................		3

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 and enter “N/A" on line 1.
	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	3,050
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4	0
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	3,050
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	5,289
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,289
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	2
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,237
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax2,237	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. Click to see attachment

...............................

Yes

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

Truist Bank Telephone no. bullet

(804) 273-7445

Located at bullet

PO BOX 919798ORLANDOFL ZIP+4 bullet

32891

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(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)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part 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
Truist Bank	TRUSTEE 12	58,493
PO BOX 919798 ORLANDO,FL32891	TRUSTEE 12	58,493

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...................				0

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,963,037

Average of monthly cash balances.......................

232,785

Fair market value of all other assets (see instructions)................

101,121

Total (add lines 1a, b, and c).........................

5,296,943

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

5,296,943

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

79,454

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

5,217,489

Minimum investment return. Enter 5% (0.05) of line 5................

260,874

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.)

Minimum investment return from Part IX, line 6..................

260,874

Tax on investment income for 2021 from Part V, line 5.......

3,050

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,050

Distributable amount before adjustments. Subtract line 2c from line 1............

257,824

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

257,824

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

257,824

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					257,824
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				177,982
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 207,229
a Applied to 2020, but not more than line 2a				177,982
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.....					29,247
e Remaining amount distributed out of corpus		0
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		0
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 ..........					228,577
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) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CONGREGATIONAL COMMUNITY ACTION PROGRAM OF WINCHESTER PO BOX 2112 WINCHESTER,VA22604	NONE	PC	GENERAL OPERATING	35,597
BLUE RIDGE AREA FOOD BANK 96 LAUREL HILL RD VERONA,VA24482	NONE	PC	GENERAL OPERATING	35,597
1ST BAPTIST CHURCH OF WINCHESTER 205 WEST PICCADILLY ST WINCHESTER,VA22601	NONE	PC	GENERAL OPERATING	35,596
FREE MEDICAL CLINIC OF WINC 301 N CAMERON ST - SUITE 100 WINCHESTER,VA22601	NONE	PC	GENERAL OPERATING	35,596
ADULT CARE CENTER OF THE NORTHERN SHENANDOAH VALLEY 115 WOLFE STREET WINCHESTER,VA22601	NONE	PC	GENERAL OPERATING	35,596
Total ................................. 3a				177,982

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	4,970
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	172,140
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				250,648

13Total. Add line 12, columns (b), (d), and (e)..................

250,648

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

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)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

DULANEY FA AND JF CHAR

Employer identification number

54-6487683

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization DULANEY FA AND JF CHAR

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	GERALD & MARGARET DULANEY ITUA(1608) PO BOX 919798 ORLANDO, FL32891	$ 1,095,598	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization DULANEY FA AND JF CHAR		Employer identification number 54-6487683

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	VARIOUS SECURITIES	$ 1,071,604	2021-07-16
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization DULANEY FA AND JF CHAR			Employer identification number 54-6487683
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Name of Bond	End of Year Book Value	End of Year Fair Market Value
02665WCJ8 AMERICAN HONDA FINAN	102,816	104,085
06406FAD5 BANK OF NY MELLON CO	100,202	102,166
06406RAA5 BANK OF NY MELLON CO	49,827	50,019
084670BQ0 BERKSHIRE HATHAWAY I
24422ERM3 JOHN DEERE CAPITAL C	75,164	75,366
25468PCW4 WALT DISNEY COMPANY	75,417	75,977
26442CAQ7 DUKE ENERGY CAROLINA	75,322	76,243
26442UAA2 DUKE ENERGY PROGRESS	109,473	105,852
369550AW8 GENERAL DYNAMICS COR	49,518	50,803
427866BC1 HERSHEY COMPANY	104,337	102,743
437076BL5 HOME DEPOT INC DTD 0
46625HJE1 JPMORGAN CHASE & CO	50,334	51,003
637432MQ5 NATIONAL RURAL UTILI
74456QBC9 PUBLIC SERVICE ELEC	75,533	76,314
857477AV5 STATE STREET CORP DT
87236YAD0 TD AMERITRADE HOLDIN	78,901	79,883
872539AA9 TJX COS INC DTD 06/0
872540AR0 TJX COMPANIES DTD 04
87612EAZ9 TARGET CORP	100,264	100,081
89236TCZ6 TOYOTA MOTOR CREDIT
89236TEC5 TOYOTA MOTOR CREDIT	74,539	75,840
78015K7C2 ROYAL BANK OF CANADA	52,037	51,324
822582CC4 SHELL INTERNATIONAL	52,003	51,244
89114QCA4 TORONTO-DOMINION BAN	101,420	103,726
961214DU4 WESTPAC BANKING CORP
02079KAC1 ALPHABET INC	26,193	25,762
037833DT4 APPLE INC	100,759	99,686
258620541 DOUBLELINE LOW DURAT	58,314	57,593
74460WAA5 PUBLIC STORAGE SR NT	98,583	97,416
822582BT8 SHELL INTERNATIONAL	108,378	106,070
85918D616 STERLING CAPITAL SHO	140,588	136,222
89236TGT6 TOYOTA MOTOR CREDIT	103,164	101,497
921937827 VANGUARD SHORT TERM	116,280	114,455

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Name of Stock	End of Year Book Value	End of Year Fair Market Value
00287Y109 ABBVIE INC	914	1,219
00724F101 ADOBE INC	14,088	91,297
007903107 ADVANCED MICRO DEVIC	12,035	18,851
009158106 AIR PRODUCTS & CHEMI	1,911	3,955
016255101 ALIGN TECHNOLOGY INC	6,609	8,543
02079K107 ALPHABET INC CL C	10,613	63,659
021ESC017 ALTABA INC		498
023135106 AMAZON.COM INC	12,920	96,696
03076C106 AMERIPRISE FINANCIAL	12,232	28,356
031162100 AMGEN INC	15,635	22,047
03662Q105 ANSYS INC	16,907	37,304
037833100 APPLE INC	10,658	85,056
058498106 BALL CORPORATION COM
060505104 BANK OF AMERICA CORP	5,311	8,542
101137107 BOSTON SCIENTIFIC CO
125523100 CIGNA CORP	452	459
12572Q105 CME GROUP INC	7,710	9,367
127097103 COTERRA ENERGY INC	17,134	19,000
14040H105 CAPITAL ONE FINANCIA	22,049	30,614
169656105 CHIPOTLE MEXICAN GRI	5,380	6,993
172908105 CINTAS CORP	5,247	12,409
191216100 COCA COLA CO	18,044	24,098
200525103 COMMERCE BANCSHARES	12,805	13,267
22052L104 CORTEVA INC	19,816	29,786
22160N109 COSTAR GROUP INC	4,450	4,742
22822V101 CROWN CASTLE INTL CO
229899109 CULLEN FROST BANKERS	11,466	14,120
235851102 DANAHER CORP	35,140	98,703
252131107 DEXCOM	658	1,611
254687106 DISNEY WALT CO NEW	2,733	2,788
26142R104 DRAFTKINGS INC CL A	7,667	3,818
28414H103 ELANCO ANIMAL HEALTH	18,184	17,340
29472R108 EQUITY LIFESTYLES PR
30303M102 META PLATFORMS INC C	10,260	39,689
31620M106 FIDELITY NATL INFORM	1,380	1,092
337738108 FISERV INC	17,317	15,050
369550108 GENERAL DYNAMICS COR	11,750	16,678
40131M109 GUARDANT HEALTH INC	2,960	3,201
444859102 HUMANA INC	1,625	1,855
461202103 INTUIT INC	7,973	16,724
46625H100 JP MORGAN CHASE & CO	17,243	28,978
512807108 LAM RESEARCH CORP	5,074	25,889
517834107 LAS VEGAS SANDS CORP	7,833	5,044
526057104 LENNAR CORP-CL A	15,964	34,267
526057302 LENNAR CORP - B SHS	205	478
536797103 LITHIA MOTORS INC-CL	2,940	2,970
548661107 LOWES COS INC	4,671	12,407
573284106 MARTIN MARIETTA MATL	13,494	27,312
58733R102 MERCADOLIBRE INC COM
594918104 MICROSOFT CORP	14,610	182,622
595017104 MICROCHIP TECHNOLOGY	16,981	36,043
595112103 MICRON TECHNOLOGY IN	7,585	9,408
617446448 MORGAN STANLEY	6,917	11,387
64110L106 NETFLIX INC	2,138	9,639
654106103 NIKE INC-CLASS B	13,988	18,667
67066G104 NVIDIA CORP	7,261	34,117
688239201 OSHKOSH CORP	3,460	5,072
693475105 PNC FINL SVCS GROUP	13,817	26,469
693718108 PACCAR INC	892	883
701094104 PARKER HANNIFIN CORP	16,586	27,995
70450Y103 PAYPAL HOLDINGS INC	12,185	44,693
72352L106 PINTEREST INC CL A	7,709	5,998
742718109 PROCTER & GAMBLE CO	25,269	30,099
747525103 QUALCOMM INC	42,880	64,005
749685103 RPM INTERNATIONAL IN	22,215	25,755
75513E101 RAYTHEON TECHNOLOGIE	2,255	2,668
76680R206 RINGCENTRAL INC	2,353	1,874
78409V104 S&P GLOBAL INC	5,482	15,102
79466L302 SALESFORCE COM INC	4,900	27,700
81762P102 SERVICENOW INC	4,481	5,842
824348106 SHERWIN WILLIAMS CO	5,114	13,734
855244109 STARBUCKS CORP	7,217	8,422
866674104 SUN CMNTYS INC COM
871829107 SYSCO CORP	6,526	7,619
872590104 T-MOBILE US INC	15,997	17,629
87612E106 TARGET CORP	3,461	4,629
88160R101 TESLA INC	4,260	15,852
893641100 TRANSDIGM GROUP INC	8,052	9,544
90138F102 TWILIO INC CL A	4,282	4,740
90184L102 TWITTER INC	13,980	18,757
902494103 TYSON FOODS INC CL A	17,190	17,781
90353T100 UBER TECHNOLOGIES IN	8,149	6,415
907818108 UNION PAC CORP	5,144	11,085
91324P102 UNITEDHEALTH GROUP I	4,869	12,554
92532F100 VERTEX PHARMACEUTICA	2,568	5,710
92826C839 VISA INC CL A	17,248	47,459
983793100 XPO LOGISTICS INC	2,825	3,252
98419M100 XYLEM INC	16,514	26,502
01609W102 ALIBABA GROUP HOLDIN	2,073	1,307
66987V109 NOVARTIS AG SPONSORE	9,293	11,808
835699307 SONY GROUP CORP SPON	18,327	38,046
874039100 TAIWAN SEMICONDUCTOR	12,628	14,076
94106B101 WASTE CONNECTIONS IN	1,375	1,772
G0176J109 ALLEGION PLC	19,264	22,912
G46188101 HORIZON THERAPEUTICS	2,728	4,203
G51502105 JOHNSON CONTROLS INT	16,335	32,605
G5960L103 MEDTRONIC PLC	25,671	28,656
H01301128 ALCON INC	18,095	25,439
H1467J104 CHUBB LTD	14,321	18,944
N6596X109 NXP SEMICONDUCTORS N	8,021	16,628
031100100 AMETEK INC	3,581	4,264
038222105 APPLIED MATERIALS IN	3,394	4,249
127387108 CADENCE DESIGN SYSTE	3,269	4,845
146869102 CARVANA CO CL A	2,486	2,086
172062101 CINCINNATI FINL CORP	19,597	21,419
22788C105 CROWDSTRIKE HOLDINGS	2,224	2,048
25470F104 DISCOVERY INC SER A	3,524	2,119
27579R104 EAST WEST BANCORP IN	17,357	17,467
29355A107 ENPHASE ENERGY INC	1,910	2,012
30212P303 EXPEDIA GROUP INC	7,280	7,229
36262G101 GXO LOGISTICS INC	2,002	3,815
46120E602 INTUITIVE SURGICAL I	4,246	6,467
538034109 LIVE NATION ENTERTAI	2,557	3,591
552953101 MGM RESORTS INTERNAT	7,734	8,303
59410T106 MICHELIN (CGDE) UNSP	17,976	19,543
606822104 MITSUBISHI UFJ FINAN	9,226	8,403
718546104 PHILLIPS 66	14,391	12,536
723787107 PIONEER NATURAL RESO	1,856	3,274
77543R102 ROKU INC	1,826	1,141
82509L107 SHOPIFY INC CL A	6,791	8,264
82669G104 SIGNATURE BANK	3,907	5,176
83304A106 SNAP INC CL A	4,121	3,151
833445109 SNOWFLAKE INC CL A	3,595	5,081
852234103 BLOCK INC CL A	2,120	1,454
872540109 TJX COS INC	4,046	4,479
931427108 WALGREENS BOOTS ALLI	10,377	10,901
G1890L107 CAPRI HOLDINGS LTD	2,479	2,921
G29183103 EATON CORP PLC	1,814	2,247

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
00143W859 INVESCO DEVELOPING M	AT COST	134,611	154,601
412295107 HARDING LOEVNER INTL	AT COST	138,280	211,383
921943809 VANGUARD DEVELOPED M	AT COST	173,069	210,257
464287507 ISHARES CORE S&P MID	AT COST	101,423	141,540
464287606 ISHARES S&P MIDCAP 4	AT COST	59,974	92,933
464287804 ISHARES CORE S&P SMA	AT COST	152,470	202,912
22822V101 CROWN CASTLE INTERNA	AT COST	15,648	20,665
27826A730 EATON VANCE FLOATING	AT COST	115,000	115,131
29472R108 EQUITY LIFESTYLE PRO	AT COST	7,794	13,237
31420C563 FEDERATED HERMES SHO	AT COST	96,238	96,846
464287200 ISHARES CORE S&P 500	AT COST	114,672	116,863
828806109 SIMON PROPERTY GROUP	AT COST	1,748	2,397
866674104 SUN COMMUNITIES INC	AT COST	6,159	12,598

- TIN:

TY 2021 OtherAssetsSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
MN0021978 WILLIAM M HENKEL	104,799	97,344	97,344

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Description	Amount
2021 TRANSACTION POSTED IN 2022	679
FMV TO COST BASIS ADJUSTMENT	255,265

- TIN:

TY 2021 OtherExpensesSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	86	86		0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Description	Amount
2020 TRANSACTION POSTED IN 2021	73
AI POSTING DATE BEFORE TAX YEAR	1,306
ADJUSTMENT TO INCOME	68
COST BASIS ADJUSTMENT	69

- TIN:

TY 2021 SubstantialContributorsSch

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Name	Address
GERALD & MARGARET DULANEY ITUA(1608)	PO BOX 919798 ORLANDO,FL32891

- TIN:

TY 2021 TaxesSchedule

Name:

DULANEY FA AND JF CHAR

EIN:

54-6487683

Category	Amount	Net Investment Income
FOREIGN TAXES	259	259
FEDERAL TAX PAYMENT - PRIOR YE	3,492	0
FEDERAL ESTIMATES - PRINCIPAL	4,035	0
FOREIGN TAXES ON QUALIFIED FOR	1,160	1,160
FOREIGN TAXES ON NONQUALIFIED	219	219