Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
Caplin Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

52-6078981
B Telephone number (see instructions)

(800) 839-1754
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$13,621,131J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 107 107  
4 Dividends and interest from securities... 120,504 120,504  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 271,882
b Gross sales price for all assets on line 6a 1,403,493
7 Capital gain net income (from Part IV, line 2)... 270,798
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 15,799    
12 Total. Add lines 1 through 11........ 408,292 391,409  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 29,326 29,326    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,051 1,251    
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 37,819 805   37,014
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 71,196 31,382   37,014
25 Contributions, gifts, grants paid....... 513,450 513,450
26 Total expenses and disbursements. Add lines 24 and 25 584,646 31,382   550,464
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -176,354
b Net investment income (if negative, enter -0-) 360,027
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......... 352,446 1,008,057 1,008,057
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   2,135    
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)      
b Investments—corporate stock (attach schedule)....... 3,519,298 Click to see attachment2,689,868 12,613,074
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)..........      
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) 3,873,879 3,697,925 13,621,131
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,873,879 3,697,925
29 Total net assets or fund balances (see instructions)..... 3,873,879 3,697,925
30 Total liabilities and net assets/fund balances (see instructions). 3,873,879 3,697,925
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
3,873,879
2
Enter amount from Part I, line 27a .....................
2
-176,354
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
400
4
Add lines 1, 2, and 3 ..........................
4
3,697,925
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,697,925
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
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 1,403,493   1,132,695 270,798
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       270,798
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 270,798
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 5,004
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,004
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,064
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,100
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,164
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  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 160
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet160 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletDC
    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 addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Catherine Caplin Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jeremy Caplin Dir, Pres
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Lee Caplin Dir, VP
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Michael Caplin Dir, Sec, Treas
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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)
    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
    11,839,203
    b
    Average of monthly cash balances.......................
    1b
    411,437
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,135
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,252,775
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,252,775
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    183,792
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,068,983
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    603,449
    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
    603,449
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,004
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,722
    c
    Add lines 2a and 2b............................
    2c
    7,726
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    595,723
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    400
    5
    Add lines 3 and 4............................
    5
    596,123
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    596,123
    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 7 596,123
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 12,920
    b Total for prior years:2019, 2018, 2017  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 550,464
    a Applied to 2020, but not more than line 2a 12,920
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 537,544
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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 ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		58,579
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    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.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    24TH STREET THEATRE COMPANY
    1117 W 24TH ST
    LOS ANGELES,CA90007     		N/A PC General & Unrestricted 1,500
    A NOISE WITHIN
    3352 E FOOTHILL BLVD
    PASADENA,CA91107     		N/A PC General & Unrestricted 1,000
    ACTORS STUDIO
    432 W 44TH ST
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,500
    ADRIENNE ARSHT CENTER FOUNDATION INC
    1300 BISCAYNE BLVD
    MIAMI,FL33132     		N/A PC ARSHT Endowment 25,000
    ALABAMA-COUSHATTA TRIBE OF TEXAS
    571 STATE PARK RD 56
    LIVINGSTON,TX77351     		N/A GOV Chief Kina Health Clinic 2,500
    ALBEMARLE COUNTY HISTORICAL SOCIETY INC
    200 2ND ST NE
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 300
    ALBEMARLE GARDEN CLUB INC
    PO BOX 5746
    CHARLOTTESVLE,VA22905     		N/A PC General & Unrestricted 200
    ALBEMARLE SOCIETY FOR THE PREVENTION OF CRUELTY TO
    3355 BERKMAR DR
    CHARLOTTESVILLE,VA22901     		N/A PC General & Unrestricted 1,250
    ALLIANCE FOR INTERFAITH MINISTRIES
    PO BOX 7331
    CHARLOTTESVLE,VA22906     		N/A PC General & Unrestricted 1,000
    AMERICAN SHAKESPEARE CENTER
    20 S NEW ST 4TH FL
    STAUNTON,VA24401     		N/A PC General & Unrestricted 500
    ANTAEUS COMPANY
    110 E BROADWAY
    GLENDALE,CA91205     		N/A PC General & Unrestricted 1,000
    APPALACHIAN VOICES
    589 WEST KING ST
    BOONE,NC28607     		N/A PC General & Unrestricted 500
    ARCADIA PROJECT
    PO BOX 571
    STAUNTON,VA24402     		N/A PC General & Unrestricted 1,000
    ASSOCIATION FOR THE PRESERVATION OF VIRGINIA ANTIQ
    204 W FRANKLIN ST
    RICHMOND,VA23220     		N/A PC General & Unrestricted 500
    BELMONT ARTS COLLABORATIVE
    221 CARLTON RD STE 3
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    BETHEL BAPTIST MINISTRIES
    PO BOX 177
    FORK UNION,VA23055     		N/A PC General & Unrestricted 300
    BIG CAT HABITAT GULF COAST SANCTUARY INC
    PO BOX 50217
    SARASOTA,FL34232     		N/A PC General & Unrestricted 300
    BLACK EMOTIONAL AND MENTAL HEALTH COLLECTIVE
    PO BOX 702
    CULVER CITY,CA90232     		N/A PC General & Unrestricted 200
    BLACK WOMEN BUILD - BALTIMORE
    PO BOX 16564
    BALTIMORE,MD21217     		N/A PC General & Unrestricted 1,000
    BLANK THEATRE COMPANY
    PO BOX 1094
    LOS ANGELES,CA90078     		N/A PC General & Unrestricted 1,000
    BLUE RIDGE AREA FOOD BANK INC
    PO BOX 937
    VERONA,VA24482     		N/A PC General & Unrestricted 1,000
    BLUEGREEN ALLIANCE FOUNDATION
    2701 UNIVERSITY AVE SE STE 209
    MINNEAPOLIS,MN55414     		N/A PC General & Unrestricted 500
    BOTANICAL GARDEN OF THE PIEDMONT
    200 GARRETT ST STE H
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 200
    BOYS & GIRLS CLUBS OF CENTRAL VIRGINIA
    PO BOX 707
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 1,000
    BRAIN INJURY ASSOCIATION OF AMERICA INC
    PO BOX 7416
    MERRIFIELD,VA22116     		N/A PC General & Unrestricted 500
    BROADWAY OC INC
    PO BOX 6039
    LONG BEACH,CA90806     		N/A PC General & Unrestricted 5,000
    BUILD INCORPORATED
    5100 W HARRISON ST
    CHICAGO,IL60644     		N/A PC General & Unrestricted 500
    BURNON INC
    1006 E MAIN ST
    VENTURA,CA93001     		N/A PC General & Unrestricted 1,500
    CANCER PATIENTS ALLIANCE
    312 1/2 FOUNTAIN AVE
    PACIFIC GROVE,CA93950     		N/A PC General & Unrestricted 500
    CELEBRATION PRODUCTIONS CORPORATION
    3141 HOLLYRIDGE DR
    HOLLYWOOD,CA90068     		N/A PC General & Unrestricted 1,500
    CENTER FOR BIOLOGICAL DIVERSITY INC
    PO BOX 710
    TUCSON,AZ85702     		N/A PC General & Unrestricted 500
    CENTER FOR NONPROFIT EXCELLENCE
    1701-A ALLIED ST
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 7,500
    CENTER THEATRE GROUP OF LOS ANGELES
    601 W TEMPLE ST
    LOS ANGELES,CA90012     		N/A PC Educational and community programming 1,500
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		N/A PC General & Unrestricted 250
    CHAPMAN GROVE BAPTIST CHURCH
    2064 STONY POINT RD
    CHARLOTTESVILLE,VA22911     		N/A PC General & Unrestricted 300
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Friends of Downtown Charlottesville Committee 19,750
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Friends of Downtown Fund 10,000
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Friends of Downtown Charlottesville 250
    CHARLOTTESVILLE AREA COMMUNITY FOUNDATION
    PO BOX 1767
    CHARLOTTESVLE,VA22902     		N/A PC Friends of Downtown Charlottesville 2,500
    CHARLOTTESVILLE AREA TREE STEWARDS
    PO BOX 4211
    CHARLOTTESVLE,VA22905     		N/A PC planting of new trees in the 10th and Page neighborhood of Charlottesville 2,500
    CHARLOTTESVILLE FREE CLINIC
    901 PRESTON AVE STE 301
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 1,000
    CHARLOTTESVILLE OPERA
    PO BOX 2498
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    CHARLOTTESVILLE TOMORROW
    PO BOX 1591
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 500
    CHARLOTTESVILLE-ALBEMARLE RESCUE SQUAD INC
    828 MCINTIRE RD
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 600
    CITRA FIRST BAPTIST CHURCH
    PO BOX 216
    CITRA,FL32113     		N/A PC General & Unrestricted 300
    CITTA
    67 HUDSON ST BOX TH1
    NEW YORK,NY10013     		N/A PC General & Unrestricted 1,000
    CITY OF BURLINGTON ANIMAL SERVICES DEPT
    221 STONE QUARRY RD
    Burlington,NC27217     		N/A GOV General & Unrestricted 300
    CITY OF PROMISE INC
    PO BOX 5628
    CHARLOTTESVLE,VA22905     		N/A PC General & Unrestricted 1,000
    CJS THUMBS UP FOUNDATION
    9 SLASH CT
    ASHLAND,VA23005     		N/A PC General & Unrestricted 300
    COEURAGE THEATRE
    1425 N OGDEN DR
    LOS ANGELES,CA90046     		N/A PC General & Unrestricted 1,500
    COMMUNITIES IN SCHOOLS OF NOVA INC
    PO BOX 3512
    ALEXANDRIA,VA22302     		N/A PC General & Unrestricted 1,000
    COMMUNITY HEALTH PROJECT INC
    356 W 18TH ST
    NEW YORK,NY10011     		N/A PC General & Unrestricted 500
    CRYSTAL CATHEDRAL CHURCH OF CHRIST
    PO BOX 53
    DILLWYN,VA23936     		N/A PC General & Unrestricted 5,500
    CURESEARCH FOR CHILDRENS CANCER
    PO BOX 45781
    BALTIMORE,MD21297     		N/A PC General & Unrestricted 300
    DANCE KIDS INC
    PO BOX 1586
    CARMEL BY THE SEA,CA93921     		N/A PC General & Unrestricted 3,000
    DEAF WEST THEATRE COMPANY INC
    10563 AMBERWOOD LN
    NORTHRIDGE,CA91326     		N/A PC General & Unrestricted 2,500
    DREAM A WORLD EDUCATION
    1707 S CRESCENT HEIGHTS BLVD
    LOS ANGELES,CA90035     		N/A PC General & Unrestricted 750
    DUKE UNIVERSITY
    PO BOX 90600
    DURHAM,NC27708     		N/A PC Iron Dukes Varsity Fencing Club 10,000
    DUKE UNIVERSITY
    PO BOX 90581
    DURHAM,NC27708     		N/A PC Duke Lemur Center, music program at the Duke Chapel and for the Sarah Duke Gardens 900
    EARTH UNIVERSITY FOUNDATION
    151 ELLIS ST NE FL 1 STE 133
    ATLANTA,GA30303     		N/A PC General & Unrestricted 500
    EAST-WEST PLAYERS INC
    120 JUDGE JOHN AISO ST
    LOS ANGELES,CA90012     		N/A PC General & Unrestricted 1,500
    ECHO THEATER COMPANY
    12400 VENTURA BLVD NUM 165
    STUDIO CITY,CA91604     		N/A PC General & Unrestricted 1,000
    EMERGENCY FOOD NETWORK INC
    PO BOX 4373
    CHARLOTTESVILLE,VA22905     		N/A PC General & Unrestricted 1,000
    ENSEMBLE THEATRE COMPANY OF SANTA BARBARA INC
    PO BOX 2307
    SANTA BARBARA,CA93120     		N/A PC General & Unrestricted 500
    EQUAL FOOTING
    1612 CAMINO DE VILLAS
    BURBANK,CA91501     		N/A PC General & Unrestricted 1,500
    ETC ETC ETC
    2731 VICTORIA AVE
    OXNARD,CA93035     		N/A PC for the new blacks for the two theatres and lobby area, paint touch up materials, cleaning supplies and a new vacuume for the building/theatre complex 5,000
    EUGENE ONEILL MEMORIAL THEATER CENTER INC
    305 GREAT NECK RD
    WATERFORD,CT06385     		N/A PC General & Unrestricted 1,500
    EUGENE ONEILL MEMORIAL THEATER CENTER INC
    305 GREAT NECK RD
    WATERFORD,CT06385     		N/A PC developmental process of this year's four chosen plays at the conference 4,000
    EVIDENCE ACTION INC
    PO BOX 65480
    WASHINGTON,DC20035     		N/A PC General & Unrestricted 250
    FAITH HOPE & LOVE INTERNATIONAL HEALING & DELIVERA
    854 SAINT CHARLES AVE
    CHARLOTTESVLE,VA22902     		N/A PC fixing your parking lot fund 500
    FLATHEAD VALLEY SKI EDUCATION FOUNDATION
    PO BOX 623
    WHITEFISH,MT59937     		N/A PC Charitable Event 200
    FLORIDA INTERNATIONAL UNIVERSITY FOUNDATION INC
    11200 SW 8TH ST MARC 531
    MIAMI,FL33199     		N/A PC Lee Caplin Immersive Studio for Altered Reality 70,000
    FLORIDA STUDIO THEATRE INC
    1241 N PALM AVE
    SARASOTA,FL34236     		N/A PC General & Unrestricted 1,000
    FLUVANNA COUNTY ARTS COUNCIL
    265 TURKEYSAG TRL STE 102 210
    PALMYRA,VA22963     		N/A PC Carysbrook Art CENTER 1,000
    FOOTHILLS CHILD ADVOCACY CENTER
    1106 E HIGH ST SUITE 100
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 500
    FOUNDATION FOR DIVERSITY IN THE ARTS
    170 DARLING RD
    SALEM,CT06420     		N/A PC General Management and Production Stage Management Services 2,000
    FOUNTAIN THEATRE
    5060 FOUNTAIN AVE
    LOS ANGELES,CA90029     		N/A PC General & Unrestricted 2,000
    FOUR COUNTY PLAYERS INC
    PO BOX 1
    BARBOURSVILLE,VA22923     		N/A PC General & Unrestricted 1,000
    FREE UNION COUNTRY SCHOOL INC
    PO BOX 250
    FREE UNION,VA22940     		N/A PC General & Unrestricted 500
    FRIENDS OF ESMONT INC
    210 10TH ST NE APT 301
    CHARLOTTESVLE,VA22902     		N/A PC original foundation pledge in support of the publication of your new book 1,000
    FRIENDS OF LIBERTY STATE PARK INC
    PO BOX 3407
    JERSEY CITY,NJ07303     		N/A PC General & Unrestricted 500
    FRIENDS OF THE NATIONAL ZOO
    1717 K ST NW STE 900
    WASHINGTON,DC20006     		N/A PC General & Unrestricted 1,000
    FRIENDS OF THE OSA
    1012 14TH ST NW STE 625
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 250
    FRIENDS OF THE SARASOTA COUNTY HISTORY CENTER INC
    PO BOX 91
    VENICE,FL34284     		N/A PC General & Unrestricted 1,000
    FRONT PORCH CVILLE
    221 E WATER ST
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    GAY AND LESBIAN COMMUNITY CENTER OF SOUTHERN NEVAD
    401 S MARYLAND PKWY
    LAS VEGAS,NV89101     		N/A PC General & Unrestricted 500
    GAY MENS HEALTH CRISIS INC
    307 W 38TH ST FRNT 7
    NEW YORK,NY10018     		N/A PC General & Unrestricted 500
    GEORGE WASHINGTON UNIVERSITY
    2033 K ST STE 300
    WASHINGTON,DC20052     		N/A PC The Mary Ellen Caplin Scholarship Fund 25,000
    GRACKLE ART GALLERY INC
    4621 EL CAMPO AVE
    FORT WORTH,TX76107     		N/A PC General & Unrestricted 800
    GREENWOOD
    80 ACADEMY ST
    SOUTH BERWICK,ME03908     		N/A PC General & Unrestricted 1,000
    GROUP REPERTORY THEATRE
    10900 BURBANK BLVD
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 1,000
    H3 BASEBALL
    422 CRANBERRY LN
    CROZET,VA22932     		N/A PC General & Unrestricted 1,500
    HERMITAGE ARTIST RETREAT INC
    6630 MANASOTA KEY RD
    ENGLEWOOD,FL34223     		N/A PC General & Unrestricted 500
    HIAS INC
    411 5TH AVE 10TH FL
    NEW YORK,NY10016     		N/A PC General & Unrestricted 500
    HORIZONS FOR HOMELESS CHILDREN INC
    1785 COLUMBUS AVE
    ROXBURY,MA02119     		N/A PC General & Unrestricted 200
    HOSPICE OF THE PIEDMONT INC
    675 PETER JEFFERSON PKWY SUITE 3
    CHARLOTTESVILLE,VA22911     		N/A PC General & Unrestricted 250
    HOUSE OF RUTH
    5 THOMAS CIR NW
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 250
    IN OTHER PEOPLES SHOES PRODUCTIONS
    2266 E DUDLEY ST
    PASADENA,CA91104     		N/A PC General & Unrestricted 1,500
    INLAND VALLEY REPERTORY THEATRE INC
    PO BOX 7743
    LA VERNE,CA91750     		N/A PC General & Unrestricted 5,000
    INTERACT THEATRE COMPANY
    11333 MOORPARK ST PMB 391
    NORTH HOLLYWOOD,CA91602     		N/A PC General & Unrestricted 2,000
    INTERLOCHEN CENTER FOR THE ARTS
    PO BOX 199
    INTERLOCHEN,MI49643     		N/A PC up and coming artists studying and training in DANCE, MUSICAL THEATRE and MULTIDISCIPLINARY ARTS Scholarship Fund 3,000
    INTERNATIONAL CITY THEATRE
    67 LONG BEACH BLVD
    LONG BEACH,CA90802     		N/A PC General & Unrestricted 2,000
    INTERNATIONAL NEIGHBORS
    2949 RIGGORY RIDGE RD
    CHARLOTTESVLE,VA22911     		N/A PC These funds are to help the newly arrived Afghani FAMILIES 1,000
    INTERNATIONAL NEIGHBORS
    2949 RIGGORY RIDGE RD
    CHARLOTTESVLE,VA22911     		N/A PC General & Unrestricted 500
    IX ART PARK FOUNDATION
    522 2ND ST SE STE D
    CHARLOTTESVILLE,VA22902     		N/A PC 4xMetamorphix and Unrestricted Operations 5,000
    JABBERWOCKY THEATRE COMPANY
    12405 VENICE BLVD 153
    LOS ANGELES,CA90066     		N/A PC General & Unrestricted 1,500
    JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER
    233 4TH ST NW
    CHARLOTTESVILLE,VA22903     		N/A PC Sustaining Membership FUND 250
    JEFFERSON SCHOOL AFRICAN AMERICAN HERITAGE CENTER
    233 4TH ST NW
    CHARLOTTESVILLE,VA22903     		N/A PC Trail Blazer scholarship FUND 2,500
    KAREN BEASLEY SEA TURTLE RESCUE AND REHABILITATION
    PO BOX 2095
    SURF CITY,NC28445     		N/A PC General & Unrestricted 500
    KIND INC
    1201 L ST NW FL 2
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 300
    LITERACY VOLUNTEERS OF CHARLOTTESVILLE-ALBEMARLE
    233 4TH ST NW STE L
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 400
    LOWER DEPTH THEATRE ENSEMBLE
    3705 W PICO BLVD 870
    LOS ANGELES,CA90019     		N/A PC General & Unrestricted 500
    LYMELIGHT FOUNDATION INC
    1229 BURLINGAME AVE STE 205
    BURLINGAME,CA94010     		N/A PC General & Unrestricted 2,000
    LYMPHOMA RESEARCH FOUNDATION
    WALL ST PLAZA 88 PINE ST
    NEW YORK,NY10005     		N/A PC General & Unrestricted 500
    MAGNOLIA HOUSE FOUNDATION INC
    PO BOX 5817
    GREENSBORO,NC27435     		N/A PC renovations of your beautiful and historic site 500
    MCCOY RIGBY ARTS INC
    22601 LA PALMA AVE STE 105
    YORBA LINDA,CA92887     		N/A PC Caplin Foundation Performing Arts Scholarship FUND 1,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741     		N/A PC General & Unrestricted 1,000
    MEDIA MATTERS FOR AMERICA
    PO BOX 44811
    WASHINGTON,DC20026     		N/A PC General & Unrestricted 250
    MIDDLE OAK BAPTIST CHURCH
    4735 PRESIDENTS RD
    SCOTTSVILLE,VA24590     		N/A PC General & Unrestricted 2,000
    MILTON ACADEMY - THE MOUNTAIN SCHOOL
    151 MOUNTAIN SCHOOL RD
    VERSHIRE,VT05079     		N/A PC General & Unrestricted 750
    MISSION OF OUR LADY OF MERCY - MERCY HOME FOR BOYS
    1140 W JACKSON BLVD
    CHICAGO,IL60607     		N/A PC General & Unrestricted 500
    MOVING FORWARD CONTEMPORARY ASIAN AMERICAN DANCE C
    2745 ARIZONA AVE NW
    WASHINGTON,DC20016     		N/A PC General & Unrestricted 1,000
    MUSICAL THEATRE GUILD
    13333 VENTURA BLVD STE 201
    SHERMAN OAKS,CA91423     		N/A PC General & Unrestricted 500
    MUSICAL THEATRE WEST
    4350 E 7TH ST
    LONG BEACH,CA90804     		N/A PC General & Unrestricted 1,500
    NAACP LEGAL DEFENSE AND EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FL
    NEW YORK,NY10006     		N/A PC General & Unrestricted 650
    NATIONAL ALLIANCE FOR RESEARCH ON SCHIZOPHRENIA AN
    747 3RD AVE FL 33C
    NEW YORK,NY10017     		N/A PC General & Unrestricted 250
    NATIONAL FINCH AND SOFTBILL SOCIETY
    720 LIVE OAK LN
    PINOLE,CA94564     		N/A PC General & Unrestricted 500
    NATIONAL PUBLIC RADIO INC
    PO BOX 791490
    BALTIMORE,MD21279     		N/A PC General & Unrestricted 250
    NEW MUSICALS INC
    5628 VINELAND AVE
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 1,500
    NEW VICTORY THEATRE
    3326 W VICTORY BLVD
    BURBANK,CA91505     		N/A PC General & Unrestricted 3,000
    NEW YORK LIVE ARTS INC
    219 W 19TH ST
    NEW YORK,NY10011     		N/A PC Mystical Feet Company Support 1,500
    NORTH COAST REPERTORY THEATRE A NON PROFIT CORPORA
    987 LOMAS SANTA FE DR STE D
    SOLANA BEACH,CA92075     		N/A PC General & Unrestricted 1,500
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036     		N/A PC General & Unrestricted 500
    OGLALA LAKOTA COLLEGE
    PO BOX 490
    KYLE,SD57752     		N/A PC General & Unrestricted 750
    OHIO SHAKESPEARE FESTIVAL
    507 E CRAIN AVE
    KENT,OH44240     		N/A PC General & Unrestricted 1,000
    ONE TREE PLANTED INC
    145 PINE HAVEN RD 1000D
    SHELBURNE,VT05482     		N/A PC trees in HAITI 300
    PACIFIC REPERTORY THEATRE
    PO BOX 222035
    CARMEL,CA93922     		N/A PC General & Unrestricted 500
    PADI AWARE FOUNDATION
    30151 TOMAS STE 200
    RANCHO SANTA MARGARITA,CA92688     		N/A PC General & Unrestricted 500
    PALESTINE CHILDRENS RELIEF FUND
    PO BOX 1926
    KENT,OH44240     		N/A PC General & Unrestricted 200
    PARTNERS IN HEALTH A NONPROFIT CORPORATION
    PO BOX 996
    FREDERICK,MD21705     		N/A PC General & Unrestricted 1,000
    PASADENA PLAYHOUSE STATE THEATRE OF CALIFORNIA INC
    39 S EL MOLINO AVE
    PASADENA,CA91101     		N/A PC General & Unrestricted 5,000
    PAWS OF WAR INC
    127 SMITHTOWN BLVD
    NESCONSET,NY11767     		N/A PC To help out Spc Kaiden and Tiger 100
    PEOPLE PLACES INC
    1215 N AUGUSTA ST
    STAUNTON,VA24401     		N/A PC General & Unrestricted 1,000
    PETER WESTBROOK FOUNDATION INC
    GPO 7554
    NEW YORK,NY10116     		N/A PC General & Unrestricted 400
    PHILANTHROPIC VENTURES FOUNDATION
    1222 PRESERVATION PARK WAY
    OAKLAND,CA94612     		N/A PC General & Unrestricted 250
    PHILANTHROPIC VENTURES FOUNDATION
    1222 PRESERVATION PARK WAY
    OAKLAND,CA94612     		N/A PC Libraries Without Borders Support 250
    PIEDMONT COURT APPOINTED SPECIAL ADVOCATES INC
    818 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 500
    PIEDMONT ENVIRONMENTAL COUNCIL
    45 HORNER ST
    WARRENTON,VA20186     		N/A PC General & Unrestricted 500
    PILGRIM BAPTIST CHURCH
    211 ALBEMARLE ST
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 500
    PINES OF SARASOTA FOUNDATION INC
    1501 N ORANGE AVE
    SARASOTA,FL34236     		N/A PC construction of the new garden/playground 500
    PLANNED PARENTHOOD FEDERATION OF AMERICA INC
    123 WILLIAMS ST 10TH FL
    NEW YORK,NY10038     		N/A PC General & Unrestricted 2,500
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVE
    RALEIGH,NC27603     		N/A PC General & Unrestricted 2,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVE
    RALEIGH,NC27603     		N/A PC Charlottesville Programs and Advocacy 2,000
    PLAYWRIGHTS ARENA
    514 S SPRING ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 2,000
    PLEASANT GROVE BAPTIST CHURCH
    PO BOX 751
    EARLYSVILLE,VA22936     		N/A PC to help defray the cost of recent drywall repairs 1,200
    POTOMAC SCHOOL
    1301 POTOMAC SCHOOL RD
    MCLEAN,VA22101     		N/A PC Parents Fund 250
    PRESERVATION PIEDMONT
    PO BOX 2803
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    PRESERVERS OF THE DAUGHTERS OF ZION CEMETERY
    201 6TH ST NW
    CHARLOTTESVILLE,VA22903     		N/A PC General & Unrestricted 500
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013     		N/A PC Publisher Circle 1,000
    PROTECT OUR PARKS
    3300 N LAKESHORE DR APT 10
    CHICAGO,IL60657     		N/A PC General & Unrestricted 500
    RAILS TO TRAILS CONSERVANCY
    2121 WARD COURT NW 5TH FL
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 300
    READYKIDS INC
    1000 E HIGH ST
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 250
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
    PO BOX 400811
    CHARLOTTESVILLE,VA22904     		N/A PC General & Unrestricted 250
    RECTOR & VISITORS OF THE UNIVERSITY OF VIRGINIA -
    PO BOX 400811
    CHARLOTTESVILLE,VA22904     		N/A PC WTJU 750
    RICHMOND FENCING CLUB
    341 CARLTON ST
    RICHMOND,VA23230     		N/A PC General & Unrestricted 1,000
    RIVANNA CONSERVATION ALLIANCE
    PO BOX 1503
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 250
    RIVERSTONE CHURCH
    PO BOX 6940
    CHARLOTTESVLE,VA22906     		N/A PC General & Unrestricted 400
    ROBERT LOUIS STEVENSON SCHOOL
    3152 FOREST LAKE RD
    PEBBLE BEACH,CA93953     		N/A PC Music, Dance, Theatre 500
    RONALD MCDONALD HOUSE CHARITIES OF CHARLOTTESVILLE
    300 9TH ST SW
    CHARLOTTESVLE,VA22903     		N/A PC to support the Arthur C. Greene Rising Stars Awards program 2,000
    SABESWINGS
    179 NIBLICK RD 411
    PASO ROBLES,CA93446     		N/A PC SabesWings Support 2,000
    SAFE CHILDREN FOUNDATION
    PO BOX 148
    FAIRFAX,VA22038     		N/A PC General & Unrestricted 250
    SAMARITANS
    PO BOX 576
    HORN LAKE,MS38637     		N/A PC General & Unrestricted 200
    SAN DIEGO MUSICAL THEATRE
    4650 MERCURY ST
    SAN DIEGO,CA92111     		N/A PC General & Unrestricted 1,500
    SANTA MONICA GROUP THEATRE
    1211 4TH ST
    SANTA MONICA,CA90401     		N/A PC General & Unrestricted 1,000
    SARASOTA ALLIANCE FOR HISTORIC PRESERVATION INC
    PO BOX 1754
    SARASOTA,FL34230     		N/A PC To help save the old school house in McLellan Park 500
    SARASOTA OPERA ASSOCIATION INC
    61 N PINEAPPLE AVE
    SARASOTA,FL34236     		N/A PC General & Unrestricted 1,000
    SCREEN ACTORS GUILD - AMERICAN FEDERATION OF TELEV
    5757 WILSHIRE BLVD PH 1
    LOS ANGELES,CA90036     		N/A PC This grant is for computer classes and on line trainings workshop 1,000
    SEATTLE CHILDRENS THEATRE ASSOCIATION
    201 THOMAS ST
    SEATTLE,WA98109     		N/A PC General & Unrestricted 1,000
    SERVICE DOGS OF VIRGINIA INC
    PO BOX 408
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 300
    SHARE OUR STRENGTH
    1030 15TH ST NW STE 1100W
    WASHINGTON,DC20005     		N/A PC General & Unrestricted 1,000
    SHELTER FOR HELP IN EMERGENCY
    PO BOX 1013
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 250
    SIAMESE CATS RESCUE CENTER
    366 MEANDER RUN RD
    LOCUST DALE,VA22948     		N/A PC General & Unrestricted 300
    SIDE BY SIDE VA INC
    PO BOX 5542
    RICHMOND,VA23220     		N/A PC CHARLOTTESVILLE PROGRAms 2,000
    SIDE BY SIDE VA INC
    PO BOX 5542
    RICHMOND,VA23220     		N/A PC General & Unrestricted 250
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC For equipment and repairs at the Mary Ellen Caplin theatre 5,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Class of 1969 Scholarship Fund 1,000
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Robert L. Smith Scholarship Fund 500
    SIDWELL FRIENDS SCHOOL
    3825 WISCONSIN AVE NW
    WASHINGTON,DC20016     		N/A PC Robert L. Smith Scholars Fund 500
    SIERRA MADRE PLAYHOUSE
    PO BOX 123
    SIERRA MADRE,CA91025     		N/A PC General & Unrestricted 2,500
    SKYLIGHT THEATRE COMPANY
    1816 12 NORTH VERMONT AVE
    LOS ANGELES,CA90027     		N/A PC General & Unrestricted 1,500
    SOCIETY OF ST VINCENT DE PAUL HOLY TRINITY CONFERE
    401 ALDERMAN RD
    CHARLOTTESVLE,VA22903     		N/A PC General & Unrestricted 700
    SOME INC
    71 O ST NW
    WASHINGTON,DC20001     		N/A PC General & Unrestricted 1,000
    SOUTH ORANGE COUNTY COMMUNITY THEATRE
    31776 EL CAMINO REAL
    SAN JUAN CAPO,CA92675     		N/A PC General & Unrestricted 1,500
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 W MAIN ST STE 14
    CHARLOTTESVILLE,VA22902     		N/A PC General & Unrestricted 15,500
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC General & Unrestricted 500
    STAGE DIRECTORS & CHOREOGRAPHERS WORKSHOP FOUNDATI
    321 W 44TH ST STE 804
    NEW YORK,NY10036     		N/A PC General & Unrestricted 1,500
    TANDEM FRIENDS SCHOOL
    279 TANDEM LN
    CHARLOTTESVLE,VA22902     		N/A PC 2021 pledge towards the construction of the Pavilion 10,000
    THE ACTORS FUND OF AMERICA
    729 7TH AVENUE 10TH FL
    NEW YORK,NY10019     		N/A PC General & Unrestricted 1,450
    THE CHANCE THEATER
    5522 E LA PALMA AVE
    ANAHEIM,CA92807     		N/A PC General & Unrestricted 2,000
    THE DANCE RESOURCE CENTER OF GREATER LOS ANGELES
    1976 S LA CIENEGA BLVD C216
    LOS ANGELES,CA90034     		N/A PC Arts for All Programming c/o Heather Lipson Support 2,000
    THE EDGAR AND ELEANOR SHANNON FDN FOR EXCELLENCE I
    1368 REAS FORD RD
    EARLYSVILLE,VA22936     		N/A PC General & Unrestricted 1,000
    THE LAGUNA PLAYHOUSE
    606 LAGUNA CANYON RD
    LAGUNA BEACH,CA92651     		N/A PC General & Unrestricted 1,500
    THE OPEN FIST THEATRE COMPANY INC
    14535 ARMINTA ST UNIT E
    VAN NUYS,CA91402     		N/A PC General & Unrestricted 1,000
    THE OTHER SIDE OF THE HILL PRODUCTIONS INC
    5108 LANKERSHIM BLVD
    N HOLLYWOOD,CA91601     		N/A PC General & Unrestricted 1,500
    THE PARAMOUNT THEATER INC
    215 E MAIN ST
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 1,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069     		N/A PC General & Unrestricted 1,000
    THEATRE AT BOSTON COURT
    70 N MENTOR AVE
    PASADENA,CA91106     		N/A PC General & Unrestricted 2,000
    THOMAS JEFFERSON FOUNDATION INC
    PO BOX 217
    CHARLOTTESVILLE,VA22902     		N/A PC The endowment for the Thomas Jefferson Medal in Law 5,000
    TRANS STUDENT EDUCATIONAL RESOURCES
    8282 MILL STA RD
    SEBASTOPOL,CA95472     		N/A PC General & Unrestricted 250
    UNION OF CONCERNED SCIENTISTS INC
    2 BRATTLE SQ SUITE 6
    CAMBRIDGE,MA02138     		N/A PC General & Unrestricted 500
    UNION RESCUE MISSION
    545 S SAN PEDRO ST
    LOS ANGELES,CA90013     		N/A PC General & Unrestricted 300
    UNION RIDGE BAPTIST CHURCH
    2980 HYDRAULIC RD
    CHARLOTTESVILLE,VA22901     		N/A PC General & Unrestricted 1,000
    UNITED PRESBYTERIAN CHURCH IN THE USA - FIRST PRES
    1760 N GOWER ST
    LOS ANGELES,CA90028     		N/A PC General & Unrestricted 2,000
    UNIVERSITY OF CHICAGO
    5235 S HARPER COURT
    CHICAGO,IL60615     		N/A PC CROWN FAMILY SCHOOL OF SOCIAL WORK, POLICY, AND PRACTICE 1,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904     		N/A PC Virginia Film Festival 1,500
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904     		N/A PC Department Of Drama: Ruth Caplin Award In Dance 25,000
    UNIVERSITY OF VIRGINIA
    PO BOX 400204
    CHARLOTTESVILLE,VA22904     		N/A PC UVA Fund for the Arts - Caplin Guest Artist Endowmment 5,000
    UNIVERSITY OF VIRGINIA ARTS COUNCIL
    PO BOX 37963
    BOONE,IA50037     		N/A PC Annual Fund for the Arts 2,500
    UNIVERSITY OF VIRGINIA HEALTH FOUNDATION
    PO BOX 37963
    BOONE,IA50037     		N/A PC Ivy Mountain Project Allocation 1,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE RD
    CHARLOTTESVILLE,VA22903     		N/A PC Class of 1976 Reunion 1,000
    UNIVERSITY OF VIRGINIA LAW SCHOOL FOUNDATION
    580 MASSIE RD
    CHARLOTTESVILLE,VA22903     		N/A PC MMC Public Service Center Endowment & the MMC public service award endowment 30,000
    URBANITE THEATRE INC
    14872ND ST
    SARASOTA,FL34236     		N/A PC General & Unrestricted 300
    VAN CORTLANDT PARK ALLIANCE INC
    80 VAN CORTLANDT PARK S APT E1
    BRONX,NY10463     		N/A PC General & Unrestricted 300
    VICTORY HALL OPERA
    PO BOX 72
    CHARLOTTESVLE,VA22902     		N/A PC General & Unrestricted 400
    VIRGINIA INSTITUTE OF AUTISM INCORPORATED
    491 HILLSDALE DR
    CHARLOTTESVLE,VA22901     		N/A PC General & Unrestricted 250
    VIRGINIA OUTDOORS FOUNDATION
    39 GARRETT ST STE 200
    WARRENTON,VA20186     		N/A GOV General & Unrestricted 500
    VIRGINIA STUDENT AID FOUNDATION - VIRGINIA ATHLETI
    PO BOX 400833
    CHARLOTTESVILLE,VA22904     		N/A PC Athletic Facilities Capital Fund pledge 4,500
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK RD STE 4500
    BLACKSBURG,VA24061     		N/A PC General & Unrestricted 250
    VIRGINIA TECH FOUNDATION INC
    902 PRICES FORK RD STE 4500
    BLACKSBURG,VA24061     		N/A PC Charitable Event 300
    VOLUNTEERS IN PSYCHOTHERAPY INC
    7 S MAIN ST
    W HARTFORD,CT06107     		N/A PC General & Unrestricted 750
    WAKE FOREST BAPTIST CHURCH
    3075 ROLLING RD
    SCOTTSVILLE,VA24590     		N/A PC down payment for a roof replacement 5,000
    WAKE FOREST BAPTIST CHURCH
    3075 ROLLING RD
    SCOTTSVILLE,VA24590     		N/A PC final payment on the Roof Replacement 9,580
    WILDLIFE CENTER OF VIRGINIA
    PO BOX 1557
    WAYNESBORO,VA22980     		N/A PC These funds are to help with feeding the bears 500
    WILLIAMS COLLEGE
    75 PARK ST
    WILLIAMSTOWN,MA01267     		N/A PC General & Unrestricted 500
    WOMENS REFUGEE COMMISSION INC
    15 WEST 37TH ST NO 9TH FL
    NEW YORK,NY10018     		N/A PC General & Unrestricted 200
    WOODWELL CLIMATE RESEARCH CENTER INC
    149 WOODS HOLE RD
    FALMOUTH,MA02540     		N/A PC General & Unrestricted 500
    WORLD WILDLIFE FUND INC
    1250 24TH ST NW
    WASHINGTON,DC20037     		N/A PC General & Unrestricted 250
    WORLDWIDE ORPHANS FOUNDATION
    244 5TH AVE STE K298
    NEW YORK,NY10001     		N/A PC General & Unrestricted 1,000
    YOUTH ORCHESTRAS OF CENTRAL VIRGINIA INC
    PO BOX 4845
    CHARLOTTESVLE,VA22905     		N/A PC General & Unrestricted 370
    ZEPHYRUS
    1702 KING MOUNTAIN RD
    CHARLOTTESVLE,VA22901     		N/A PC General & Unrestricted 300
    ZION UNION BAPTIST CHURCH
    1015 PRESTON AVE
    CHARLOTTESVLE,VA22903     		N/A PC replacing of the windows project 1,000
    Total .................................bullet 3a 513,450
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 107  
    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 ............     		    18 271,882  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM MINING & LEASEHOLD INTERESTS     		211110 15,799      
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 15,799 392,493  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    408,292
    (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

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

    TY 2021 DepreciationSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIA GROUP LTD ADR 11,469 11,088
    AIR PRODS & CHEM INC 36,107 41,684
    ALTRIA GROUP INC 21,234 25,306
    AMADEUS IT HLDS SA 5,564 5,282
    AMCOR LTD ORD SHS 5,844 6,630
    APPLE INC 21,264 70,495
    ARKEMA S/ADR 10,417 10,773
    ASHTEAD GROUP PLC 4,660 7,562
    ASML HOLDING NV NY REG SHS 2,714 8,758
    BANK OF NOVA SCOTIA 5,645 6,237
    BEIERSDORF AG ADR EACH REPR 0. 4,917 4,262
    BERKSHIRE HATHAWAY INC. CLASS 29,155 43,355
    BLACKROCK INC 24,811 53,102
    BNS CAP 99.83% SV 27,14 114,629 164,791
    BROADCOM INC 7,158 16,635
    CALRSBERG AS SP ADR REP B 4,159 5,034
    CGI INC 11,909 13,895
    CHEVRON CORP 23,637 28,985
    CHINA FEIHE LTD 4,247 3,245
    CHINA MENGNIU DAIRY COMPANY AD 6,555 8,790
    CHINA RESOURCES ENTERPRISE LTD 3,136 3,218
    CINCINNATI FINANCIAL CORP 23,122 23,470
    CISCO SYSTEMS INC 29,579 38,529
    COMCAST CORP 27,268 26,826
    CRH PLC - AMERICAN DEPOSITARY 10,359 11,986
    CRITEO SA 7,603 12,166
    CROWN CASTLE INTL 36,140 50,098
    CSL LTD 2,775 3,597
    DANAHER CORP 17,254 8,335,138
    DEUTSCHE BOERSE ADR 8,624 9,518
    DIAGEO PLC ADS 30,812 43,147
    DOMINION ENERGY INC 35,897 37,709
    EATON VANCE FLOATING RATE FUND 51,494 50,586
    FANUC LIMITED UNSPONSORED 2,618 3,896
    FASTENAL COMPANY 16,942 33,696
    FLUTTER ENTMT PLC ADR 7,015 10,435
    FORTIVE CORPORATION 4,578 966,441
    FRANKLIN RES INC 12,478 14,803
    FRANKLIN STREET PROPERTIES COR 89,984 102,864
    GRUPO AEROPORTUARIO DEL ADR 4,265 7,836
    HDFC BANK LTD ADR 11,128 14,315
    HEINEKEN N V S ADR 9,650 10,858
    HOYA CORP SPONS ADR 4,533 8,077
    ICON PLC - AMERICAN DEPOSITARY 4,121 8,362
    INTEL CORP 26,181 26,265
    ISHARES RUSSELL 2000 51,933 76,745
    JD.COM, INC 7,474 6,026
    JOHNSON & JOHNSON 36,077 44,478
    JP MORGAN STRATEGIC INCOME OPP 64,467 62,847
    KERING UNSPON ADR EA REPR 0.1 6,798 6,441
    KNORR BREMSE ADR 4,695 4,082
    KOITO MANUFACTURING 8,596 8,951
    KOMATSU LTD 3,174 3,178
    KUENE & NAGEL INTL AG ADR 5,417 7,905
    LINDE PLC COM 4,195 7,968
    LOGITECH INTERNATIONAL 6,024 7,258
    LORD ABBETT FLOATING RATE F 654,767 619,088
    LORD ABBETT INVESTMENT TRUST S 354,871 349,165
    LOWES COMPANIES INC 28,265 63,845
    LVMH MOET HENN UNSP 3,778 7,779
    MAGNA INTERNATIONAL INC 8,195 7,770
    MERCK & CO INC 27,640 27,590
    MICROSOFT CORP 17,370 43,049
    MONDELEZ INTERNATIONAL INC 8,446 10,013
    NESTLE S.A 31,505 41,971
    NIDEC CORPORATION ADR 1,966 4,338
    NINTENDO CO LTD ADR UNSPON 27,843 22,881
    NORFOLK SOUTHERN CORP 27,720 46,443
    NOVO NORDISK A S 4,193 7,280
    OLYMPUS CORP S/ADR 14,421 16,006
    OPEN TEXT CORP 8,666 9,449
    PAYCHEX 21,562 36,719
    PERNOD RICARD S A SPONSORED AD 5,516 7,272
    PFIZER INC 25,429 42,811
    PHILIP MORRIS INTL 29,728 37,050
    PIMCO UNCONSTRAINED BOND FUND 36,202 34,588
    PROGRESSIVE CORP OHIO 32,809 34,080
    PROSUS NV ADR 3,504 3,837
    RECKITT BENCKISER GROUP 8,808 9,048
    RITCHIE BROS AUCTIONEERS 7,889 7,896
    ROCHE HOLDING LTD ADR 6,523 7,650
    SANDS CHINA LTD UNSP ADR 8,920 5,255
    SANDVIK AB SPONS ADR 12,833 17,525
    SCHNEIDER ELEC UNSP/ADR 6,324 14,547
    SMC CORPORATION 3,269 5,185
    SONY GROUP CORP 12,232 18,202
    TAIWAN SEMICONDUCTOR MFG CO LT 4,644 12,753
    TARGET CORPORATION 19,734 42,354
    TEMPLETON GLOBAL BD 43,177 30,370
    TENCENT HOLDINGS LIMITED 10,136 8,104
    TEXAS INSTRUMENTS INC 36,219 52,018
    TRAVIS PERKINS PLC 7,188 6,578
    UNITED OVRSEAS BK LTD ADR 9,547 10,253
    UNITED PARCEL SERVICE 25,419 44,797
    VERIZON COMMUNICATIONS 27,130 24,421
    VONTIER CORPORATION 793 155,709
    WAL-MART DE MEX V SP/ADR 6,740 10,244
    WOLTERS KLUWER S/ADR 8,782 14,177
    WPP PLC 5,566 6,724
    YUM CHINA HOLDINGS INC 11,098 10,616

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MINERAL RIGHTS      

    TY 2021 OtherExpensesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 36,429     36,429
    Bank Charges 805 805    
    Postage/Delivery Service 96     96
    Registered Agent Fee 489     489


    TY 2021 OtherIncomeSchedule2
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INCOME FROM MINING & LEASEHOLD INTERESTS 15,799    


    TY 2021 OtherIncreasesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Description Amount
    RETURNED GRANTS 400


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 29,326 29,326    


    TY 2021 TaxesSchedule
    Name:
    Caplin Foundation
    EIN:
    52-6078981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 1,200      
    990-T Extension for 2020 1,200      
    Foreign Tax Paid 1,251 1,251    
    State Income Tax 2020 400