Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
LOUIS & HELEN FANAROFF CHAR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)16021 INDUSTRIAL DRIVE BAY 8
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GAITHERSBURG, MD20877
A Employer identification number

52-1276724
B Telephone number (see instructions)

(301) 230-3020
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$2,707,836J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 96,693 96,693  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 125,117
b Gross sales price for all assets on line 6a 833,611
7 Capital gain net income (from Part IV, line 2)... 125,117
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 221,810 221,810  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 195 0   195
b Accounting fees (attach schedule)....... Click to see attachment 5,750 0   5,750
c Other professional fees (attach schedule).... Click to see attachment 38,163 38,163   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,843 2,268   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 497 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 50,448 40,431   5,945
25 Contributions, gifts, grants paid....... 147,000 147,000
26 Total expenses and disbursements. Add lines 24 and 25 197,448 40,431   152,945
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 24,362
b Net investment income (if negative, enter -0-) 181,379
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 220,861 103,657 103,657
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 12,204 0 0
b Investments—corporate stock (attach schedule)....... 1,980,288 Click to see attachment2,065,126 2,503,453
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 100,000 Click to see attachment100,000 100,726
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,313,353 2,268,783 2,707,836
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment61,750 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 61,750 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,251,603 2,268,783
29 Total net assets or fund balances (see instructions)..... 2,251,603 2,268,783
30 Total liabilities and net assets/fund balances (see instructions). 2,313,353 2,268,783
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,251,603
2
Enter amount from Part I, line 27a .....................
2
24,362
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,275,965
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
7,182
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,268,783
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY-TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
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 833,144   708,494 124,650
b 467     467
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       124,650
b       467
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 2 125,117
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,521
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,521
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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)
    bulletMD
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSTEVEN FANAROFF Telephone no.bullet (301) 230-3020

    Located atbullet16021 INDUSTRIAL DRIVE BAY 8GAITHERSBURGMD ZIP+4bullet20877
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    STEVEN FANAROFF DIRECTOR
    2.00     		0 0 0
    16021 INDUSTRIAL DRIVE
    GAITHERSBURG,MD20877
    SONIA POLSKY OFFICER
    2.00     		0 0 0
    16021 INDUSTRIAL DRIVE
    GAITHERSBURG,MD20877
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    2,807,859
    b
    Average of monthly cash balances.......................
    1b
    134,688
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,942,547
    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
    2,942,547
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    44,138
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,898,409
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    144,920
    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
    144,920
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,521
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,521
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    142,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    142,399
    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
    142,399
    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 7 142,399
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 115,253
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 152,945
    a Applied to 2020, but not more than line 2a 115,253
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 37,692
    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 ..........     		104,707
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    STEVEN FANAROFF
    16021 INDUSTRIAL DRIVE BAY 8
    GAITHERSBURG,MD20877
    (301) 230-3020
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING NAME OF ORGANIZATION AND SUBMITTING PROOF OF ITS TAX-EXEMPT STATUS AND STATING PURPOSE FOR WHICH GRANT WILL BE USED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ACTIVE MINDS
    2001 S STREET NW SUITE 450
    WASHINGTON,DC20009     		N/A PC SUPPORT MENTAL HEALTH EDUCATION 2,500
    ADVANCEESG
    1019 WILLOWLEAF WAY
    POTOMAC,MD208542397     		N/A PF GENERAL SUPPORT 500
    ANTI-DEFAMATION LEAGUE
    1100 CONNECTICUT AVE NW 1020
    WASHINGTON,DC20036     		N/A PC TO COMBAT DEFAMATION AND HATE-CRIMES RELATED TO THE JEWISH COMMUNITY 7,500
    BENDER JCC OF GREATER WASHINGTON
    6125 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC TO SUPPORT JEWISH COMMUNITY 2,500
    BETHESDA CARES
    7728 WOODMONT AVE
    BETHESDA,MD20814     		N/A PC GENERAL SUPPORT 500
    BNAI ISRAEL
    6301 MONTROSE RD
    ROCKVILLE,MD20852     		N/A PC PROMOTE RELIGION 5,000
    BRIGHT BEGINNINGS INC
    3418 4TH ST SE
    WASHINGTON,DC20032     		N/A PC GENERAL SUPPORT 2,000
    CARINGMATTERS
    518 S FREDERICK AVE
    GAITHERSBURG,MD20877     		N/A PC GENERAL SUPPORT 2,500
    CHABAD AT UNIVERSITY OF MARYLAND
    7403 HOPKINS AVENUE
    COLLEGE PARK,MD20740     		N/A PC EDUCATE THE JEWISH COMMUNITY 6,500
    CHARLES E SMITH JEWISH DAY SCHOOL
    10901 E JEFFERSON ST
    ROCKVILLE,MD20852     		N/A PC TO SUPPORT THE JEWISH COMMUNITY AND YOUTH EDUCATION 5,000
    CHILDREN'S INN AT NIH INC
    7 WEST DRIVE
    BETHESDA,MD20814     		N/A PC GENERAL SUPPORT 500
    DC ABORTION FUND
    PO BOX 65061
    WASHINGTON,DC20035     		N/A PC GENERAL SUPPORT 2,000
    EAGLEBANK FOUNDATION
    1201 ROCKVILLE PIKE
    ROCKVILLE,MD20852     		N/A PC SUPPORT BREAST CANCER AWARENESS 4,000
    EVERYTOWN FOR GUN SAFETY SUPPORT FUND
    PO BOX 3886
    NEW YORK,NY10163     		N/A PC GENERAL SUPPORT 2,000
    FRIENDS OF LUBAVITCH
    11621 SEVEN LOCKS ROAD
    POTOMAC,MD20854     		N/A PC PROMOTION OF RELIGION 5,000
    INTERFAITH WORKS
    114 W MONTGOMERY AVE
    ROCKVILLE,MD20850     		N/A PC GENERAL SUPPORT 3,000
    IVYMOUNT SCHOOL INC
    11614 SEVEN LOCKS ROAD
    ROCKVILLE,MD20854     		N/A PC GENERAL SUPPORT 2,000
    JEWISH CAMP AND CONFERENCE SERVICE
    12750 BUCHANAN TRL E
    WAYNESBORO,PA17268     		N/A PC SUPPORT CAMP ACTIVITIES FOR THE YOUTH 2,500
    JEWISH COALITION AGAINST DOMESTIC ABUSE
    143 ROLLINS AVE
    ROCKVILLE,MD20847     		N/A PC GENERAL SUPPORT 5,000
    JEWISH FEDERATION OF GREATER WASHINGTON
    6101 MONTROSE ROAD
    ROCKVILLE,MD20852     		N/A PC SUPPORT COMMUNITY IN NEED 5,000
    JEWISH FOUNDATION FOR GROUP HOMES
    1500 EAST JEFFERSON STREET
    ROCKVILLE,MD20852     		N/A PC ASSIST THE DISABLED 4,000
    MARYLAND HILLEL
    7612 MOWATT LANE
    COLLEGE PARK,MD20740     		N/A PC ENHANCE THE LIVES OF JEWISH UNDERGRADUATES 1,500
    MATAN
    520 8TH FLOOR
    NEW YORK,NY10018     		N/A PC TO ASSIST JEWISH STUDENTS WITH SPECIAL NEEDS 3,000
    MEMORIAL SLOAN-KETTERING CANCER CENTER
    633 THIRD AVE FINANCE 4TH FL
    NEW YORK,NY10017     		N/A PC GENERAL SUPPORT 1,000
    MILES FOR MIGRAINE
    4114 HAIN DRIVE
    LAFAYETTE,PA19444     		N/A PC TO RAISE AWARENESS AND FUND RESEARCH FOR MIGRAINE AND OTHER HEADACHE DISEASES 1,000
    NATIONAL COUNCIL OF JEWISH WOMEN
    3-34 30TH ST
    FAIR LAWN,NJ074103943     		N/A PC GENERAL SUPPORT 2,000
    NATIONAL RAMAH COMMISSION
    3080 BROADWAY 4TH FLOOR
    NEW YORK,NY100274650     		N/A PC GENERAL SUPPORT 1,500
    SHADY GROVE MEDICAL CENTER FOUNDATION
    14955 SHADY GROVE ROAD
    ROCKVILLE,MD20850     		N/A PC TO HELP PROVIDE MODERN MEDICAL FACILITIES AND TREATMENTS 21,000
    SO WHAT ELSE INC
    1201 FIRST STREET
    ROCKVILLE,MD20850     		N/A PC GENERAL SUPPORT 5,500
    SOUTHEAST HEBREW CONGREGATION
    10900 LOCKWOOD DRIVE
    SILVER SPRING,MD20901     		N/A PC SUPPORT JEWISH COMMUNITY 5,000
    SUBURBAN HOSPITAL FOUNDATION
    8600 OLD GEORGETOWN ROAD
    BETHESDA,MD20814     		N/A PC TO FUND NURSING EDUCATION AND CLINICAL PROGRAMS 25,000
    TEMPLE ADATH ISRAEL
    8440 NEWBURGH RD
    EVANSVILLE,IN47715     		N/A PC GENERAL SUPPORT 2,000
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC GENERAL SUPPORT 2,000
    WASHINGTON INTERFAITH NETWORK
    1226 VERMONT AVE NW
    WASHINGTON,DC200053615     		N/A PC GENERAL SUPPORT 2,000
    WORLD CENTRAL KITCHEN INC
    200 MASSACHUSETTS AVE NW 7TH FLOOR
    WASHINGTON,DC20001     		N/A PC GENERAL SUPPORT 5,000
    Total .................................bullet 3a 147,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 125,117  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISCELLANEOUS INCOME     		    14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 221,810 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    221,810
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX RETURN PREPARATION/COMPLIANCE 5,750 0   5,750

    TY 2021 AppliedToPriorYearElection
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Election:
    ELECTION TO APPLY CURRENT YEAR EXCESS QUALIFYING DISTRIBUTION TO 2015 UNDISTRIBUTED INCOME.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Name of Stock End of Year Book Value End of Year Fair Market Value
    INVESO BULLETSHARES 2022 CO 8,875 8,667
    INVESO BULLETSHARES 2023 CO 17,710 17,095
    INVESO BULLETSHARES 2024 CO 17,587 16,716
    INVESO BULLETSHARES 2025 CO 8,800 8,217
    ABB LTD 2,361 2,538
    ABBOTT LABORATORIES 7,399 19,447
    ABBVIE INC COM 28,188 66,624
    AIA GROUP LTD SPON ADR 6,940 7,098
    AIR PROD & CHEM INC 17,716 28,376
    AIRBUS SE UNSPONSORED ADR 4,050 3,060
    ALTRIA GROUP INC 4,427 4,595
    AMCOR PLC 10,841 11,187
    AMERICAN ELECTRIC POWER CO 11,469 13,623
    AMERICAN TOWER REIT COM 15,020 17,636
    AMGEN INC 19,472 24,330
    ANHEUSER BUSCH INVEV SA SPON 1,887 2,266
    ASAHI KAISEI CORP ADR 4,261 3,088
    ASTRAZENECA PLC ADS 5,966 13,280
    AT&T INC 31,730 29,700
    AUTOMATIC DATA PROCESSING INC 11,098 20,794
    BCE INC 28,197 31,278
    BEST BUY CO 19,114 10,822
    BLACKROCK INC 13,352 23,753
    BP PLC ADS 4,082 3,686
    BRISTOL MYERS SQUIBB CO 17,399 21,791
    BRITISH AMER TOB SPON ADR 51,653 58,529
    BROADCOM INC 34,323 53,439
    CARLSBERG AS 7,281 6,907
    CDN IMPL BK COMMERCE 8,469 10,679
    CENTERPOINT ENERGY INC 6,782 7,099
    CHEVRON CORP 26,498 39,670
    CHINA MERCHANTS BK CO LTD UNSP 3,744 4,084
    CISCO SYS INC 24,259 32,364
    CLOROX CO 21,881 20,865
    CME GROUP INC 12,443 11,668
    CMS ENERGY CP 4,006 4,658
    COMCAST CORP (NEW) CLASS A 14,480 14,283
    COMPAGNIE FIN RICHEMONTAG ADR 2,568 4,710
    CONAGRA BRANDS INC 16,032 15,887
    CORNING INC 14,126 11,564
    CROWN CASTLE INTL CORP 48,263 72,572
    DANONE SPONSORED ADR 8,366 5,492
    DBS GROUP HOLDINGS LTD SP 3,890 4,359
    DIGITAL REALTY TRUST INC 32,993 32,977
    DNB ASA SPONSORED ADR 1,832 1,502
    DOMINION ENERGY INC 29,216 31,924
    DOW INC 2,558 2,787
    DUKE ENERGY CORPORATION 20,448 30,662
    EAST WEST BANCORP 1,421 3,305
    EATON CORP PLC SHS 10,883 12,851
    ELI LILLY & CO 11,794 35,341
    ENBRIDGE INC 35,478 40,401
    ENEL SOCIETA PER AZIONI ADR 7,469 5,210
    ENGIE ENERGY HOLDINGS LTD UNSPON 2,691 2,281
    ENN ENERGY HOLDINGS LTD UNSPON 1,861 2,704
    EOG RESOURCES INC 3,381 5,522
    EQUINIX INC 10,277 10,512
    EQUITRANS MIDSTREAM CORPORATIO 5,407 2,900
    EVERSOURCE ENERGY COM 7,301 7,940
    EXXON MOBIL CORP 21,265 29,118
    FIDELITY NATL INFORMATION SE 20,709 18,976
    GAMING & LEISURE PPTYS INC COM 5,973 7,062
    GENERAL MILLS INC 13,101 16,146
    GILEAD SCIENCE 44,494 43,143
    GRUPO AEROPORTUARIO DEL 3,054 2,792
    HITACHI 10 COM NEW ADR 7,831 6,049
    HOME DEPOT INC 9,580 23,039
    HONEYWELL INTERNATIONAL INC 4,341 5,214
    HONG KONG EXCHANGES & CLEARING 6,768 10,563
    HUNTINGTON BANCSHARES 19,772 17,684
    IBERDROLA SA SPON ADR 3,489 3,765
    ILL TOOL WORKS INC 8,617 13,487
    INDUSTRIA DE DISENO TEXTIL IND 8,823 6,356
    INTEL CORP 8,022 5,724
    INTESA SANPAOLO S.P.A. ADR 4,263 2,870
    JPMORGAN CHASE & CO 9,788 18,581
    KERING S A ADR NEW 8,932 6,490
    KEURIG DR PEPPER INC COM 18,625 17,589
    KEYCORP NEW 10,975 10,183
    KIMBERLY CLARK CORP 22,274 21,489
    KLA CORPORATION 2,271 4,148
    L3HARRIS TECHNOLOGIES INC 3,651 4,592
    LOCKHEED MARTIN CORP 8,014 20,638
    LONGFOR GROUP HOLDINGS LTD ADR 5,012 5,798
    LYONDELLBASELL NV CL-A 1,810 2,099
    MACQUARIE GROUP LIMITED ADR 2,839 2,385
    MARSH & MCLENNAN COS INC 13,149 25,927
    MC DONALDS CORP 15,189 23,454
    MEDTRONIC PLC SHS 19,513 20,194
    MERCK & CO INC NEW COM 61,792 76,127
    MICROSOFT CORP 5,343 33,131
    MONDELEZ INTL INC COM 26,664 31,604
    MORGAN STANLEY 5,001 3,879
    NATIONAL GRID PLC SPON ADR 24,972 27,170
    NESTLE SPON ADR REP REG SHR 9,179 9,777
    NETAPP INC COM 2,234 2,740
    NEXTERA ENERGY INC 9,998 31,681
    NIPPON TELEGRAPH & TELEPHONE ADS 7,365 7,135
    NORFOLK SOUTHERN CORP 4,822 4,546
    PAYCHEX INC 6,690 18,675
    PEPSICO INC NC 18,736 33,499
    PFIZER INC 13,465 19,347
    PHILIP MORRIS INTL INC 43,367 53,320
    PHILLIPS 66 COM 9,844 7,871
    PING AN INSURANCE ADR 3,571 2,296
    PIONEER NATURAL RESOURCES CO 5,583 4,908
    PNC FINL SVCS GP 45,794 47,489
    PPL CORPORATION 15,623 13,456
    PROCTER & GAMBLE 30,636 34,078
    PROLOGIS INC COM 13,084 17,530
    QUALCOMM INC 23,444 26,825
    RAYTHEON TECHNOLOGIES CORP 8,935 11,822
    REALTY INCOME CORP 35,952 39,045
    RELX PLC SPONSORED ADR 4,944 5,226
    ROYAL KPN NV SPONS ADR 5,194 6,689
    SCHLUMBERGER LTD 2,335 3,004
    SEMPRA ENERGY 17,471 22,841
    SOUTHERN CO 20,927 30,449
    STARBUCKS CORP WASHINGTON 16,667 21,084
    TAIWAN SMCNDCTR MFG CO LTD ADR 8,018 14,143
    TC ENERGY CORP 25,484 28,340
    TEXAS INSTRUMENTS 10,803 27,042
    TOKYO ELECTRON LTD UNSPON ADR 5,680 5,054
    TOTALENERGIES SE SPONSORED ADS 40,754 42,270
    TRINITY IND 6,129 7,629
    TRUIST FINL CORP 53,271 56,916
    U S BANCORP COM NEW 32,923 28,348
    UNILEVER PLC (NEW) ADS 22,114 21,907
    UNITED PARCEL SER INC CL-B 32,276 30,849
    UNITEDHEALTH GP INC 4,772 6,164
    VALE S.A 7,991 6,993
    VERIZON COMMUNICATIONS 43,189 44,406
    VICI PROPERTIES INC. 9,507 12,750
    VODAFONE GROUP PLC 44,702 31,020
    WALGREENS BOOTS ALLIANCE 25,225 19,026
    WEBSTER FINCL CORP 1,466 1,096
    WEC ENERGY GROUP INC COM 6,417 14,090
    WILLIAMS CO INC 27,811 32,521
    WPP PLC 5,791 4,300
    YUM BRANDS INC 4,280 3,859
    ZURICH INSURANCE GRP LTD ADR 2,732 4,616

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISRAEL, STATE OF (GOVERNMENT) 10 YR BOND AT COST 100,000 100,726

    TY 2021 LegalFeesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL GOVERNANCE & COUNSEL 195 0   195


    TY 2021 OtherDecreasesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Description Amount
    WASH SALE / DISALLOWED GAIN(LOSS) 7,182


    TY 2021 OtherExpensesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 497 0   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Description Beginning of Year - Book Value End of Year - Book Value
    OUTSTANDING CHECKS IN EXCESS OF CASH 59,385 0
    UNSETTLED TRADES PAYABLE 2,365 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 38,163 38,163   0


    TY 2021 TaxesSchedule
    Name:
    LOUIS & HELEN FANAROFF CHAR FOUNDATION
    EIN:
    52-1276724
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 2,268 2,268   0
    EXCISE TAX 3,575 0   0