TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
GERHART FAMILY CHARITABLE TRUST

Number and street (or P.O. box number if mail is not delivered to street address)590 BETHLEHEM PIKE SUITE A
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
COLMAR, PA18915

A Employer identification number

26-3384834

B Telephone number (see instructions)

(215) 997-6700

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$27,739,558J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	63,916		63,916
4	Dividends and interest from securities...	458,564		458,564
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,020,779
b	Gross sales price for all assets on line 6a 7,216,226
7	Capital gain net income (from Part IV, line 2)...			2,020,779
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........	2,543,259		2,543,259
13	Compensation of officers, directors, trustees, etc.	20,000		0	20,000
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		19,110	9,555	9,555
c	Other professional fees (attach schedule)....		154,058	154,058	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		22,605	10,229	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		2,138	2,138	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	217,911		175,980	29,555
25	Contributions, gifts, grants paid.......	1,077,700			1,077,700
26	Total expenses and disbursements. Add lines 24 and 25	1,295,611		175,980	1,107,255
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	1,247,648
b	Net investment income (if negative, enter -0-)			2,367,279
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	37,665	28,453	28,453
	2	Savings and temporary cash investments.........	178,638	280,139	280,139
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	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).......	7,867,248	7,586,391	13,656,485
	c	Investments—corporate bonds (attach schedule).......	2,096,376	2,356,200	2,295,608
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	8,333,356	9,509,717	11,478,873
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	18,513,283	19,760,900	27,739,558
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	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	18,513,283	19,760,900
	29	Total net assets or fund balances (see instructions).....	18,513,283	19,760,900
	30	Total liabilities and net assets/fund balances (see instructions).	18,513,283	19,760,900

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

18,513,283

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

1,247,648

Other increases not included in line 2 (itemize) bullet

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

19,760,948

Decreases not included in line 2 (itemize) bullet

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

19,760,900

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	CAPITAL GAIN DIVIDENDS BNY	P	2021-01-01	2021-12-31
b	CAPITAL GAIN DIVIDENDS BANK OF AMERICA	P	2021-01-01	2021-12-31
c	PUBLICLY TRADED SECURITIES
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	203,323		203,323
b	133,972		133,972
c	6,878,931	5,195,447	1,683,484
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			203,323
b			133,972
c			1,683,484
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,020,779
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	32,905
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	32,905
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	16,882
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	41,118
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	58,000
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	25,095
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax25,095	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

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

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

N/A

The books are in care of bullet

ROBERT W PRITCHARD Telephone no. bullet

(215) 997-6700

Located at bullet

590 BETHLEHEM PIKE SUITE ACOLMARPA ZIP+4 bullet

18915

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
RICHARD ERIC GERHART	TRUSTEE 1.00	10,000
1627 E SAWMILL ROAD QUAKERTOWN,PA18960	TRUSTEE 1.00	10,000
ROBERT W PRITCHARD	TRUSTEE 1.00	10,000
590 BETHLEHEM PIKE SUITE A COLMAR,PA18915	TRUSTEE 1.00	10,000

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

26,780,546

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

305,530

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

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

27,086,076

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

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

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

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

27,086,076

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

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

406,291

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

26,679,785

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

1,333,989

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

1,333,989

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

32,905

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

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

32,905

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

1,301,084

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

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

1,301,084

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

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

1,301,084

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				1,301,084
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			1,071,422
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: $ 1,107,255
a Applied to 2020, but not more than line 2a			1,071,422
b Applied to undistributed income of prior years (Election required—see instructions).....		0
c Treated as distributions out of corpus (Election required—see instructions)........	0
d Applied to 2021 distributable amount.....				35,833
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 ..........				1,265,251
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ROBERT W PRITCHARD TRUSTEE
590 BETHLEHEM PIKE SUITE A
COLMAR,PA18915
(215) 997-6700

bThe form in which applications should be submitted and information and materials they should include:

APPLICATION SHOULD BE IN WRITING

cAny submission deadlines:

SEPTEMBER 1ST

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

FUNDS ARE DISTRIBUTED FOR THE BENEFIT OF CHARITABLE, RELIGIOUS, EDUCATIONAL, LITERARY OR SCIENTIFIC TAX EXEMPT ORGANIZATIONS.

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RED CROSS 2025 E STREET NW WASHINGTON,DC20006		PC	GENERAL FUND	16,580
BOY SCOUTS OF AMERICA CRADLE OF LIBERTY COUNCIL 1485 VALLEY FORGE ROAD WAYNE,PA19087		PC	GENERAL FUND	16,580
CAMP MENOLAN 1415 DOERR ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	66,320
COMPASSION INTERNATIONAL 12290 VOYAGER PARKWAY COLORADO SPRINGS,CO80997		PC	GENERAL FUND	16,580
CROSSROADS PREGNANCY CAR 256 TRUMBAUERSVILLE ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	82,900
CURE INTERNATIONAL 701 BOSLER AVENUE LEMOYNE,PA17043		PC	GENERAL FUND TO HELP GLOBAL CHILDREN'S FUND	165,800
DOYLESTOWN AREA FISH PO BOX 196 DOYLESTOWN,PA18901		PC	GENERAL FUND	33,160
FAITH CHRISTIAN ACADEMY 2255 ALLENTOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	99,480
GRAND VIEW HOSPITAL 700 LAWN AVENUE SELLERSVILLE,PA189601548		PC	GENERAL FUND	165,800
JONI AND FRIENDS PO BOX 3333 AGOURA HILLS,CA913763333		PC	GENERAL FUND	82,900
MANNA ON MAIN STREET 713 W MAIN STREET LANSDALE,PA194462029		PC	GENERAL FUND	33,160
PENN FOUNDATION 807 LAWN AVENUE SELLERSVILLE,PA18960		PC	GENERAL FUND	49,740
PLUMSTEAD CHRISTIAN SCHOOL PO BOX 216 PLUMSTEADVILLE,PA189490216		PC	GENERAL FUND	99,480
QUAKERTOWN CHRISTIAN SCHOOL 50 EAST PALETOWN ROAD QUAKERTOWN,PA18951		PC	GENERAL FUND	99,480
SPRUCE LAKE RETREAT 5389 ROUTE 447 CANADENSIS,PA18325		PC	GENERAL FUND	49,740
Total ................................. 3a				1,077,700

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	63,916
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	2,020,779
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		2,543,259	0

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

2,543,259

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)
3	INVESTMENT INCOME AND CAPITAL GAINS PROVIDE RESOURCES TO FUND GRANTS
4	PAID OUT TO FURTHER THE EXEMPT PURPOSE OF THE TRUST.
8	SAME AS ABOVE

Form 990-PF (2021)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	19,110	9,555		9,555

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Bond	End of Year Book Value	End of Year Fair Market Value
HOME DEPOT INC UNSECD SR NT	49,998	48,368
AMERICAN EXPRESS CO UNSECD SR NT	51,765	50,515
VISA INC UNSECD SR NT	50,783	48,888
EOG RES INC UNSECD SR NT	51,775	50,852
JPMORGAN CHASE & CO UNSECD SR NT	52,160	51,139
SOUTHERN CO UNSECD SR NT	52,756	51,209
ABBOTT LABS UNSECD SR NT	52,431	50,257
GOLDMAN SACHS GROUP INC UNSECD SR NT	54,584	53,018
DUKE ENERGY CORP NEW UNSECD SR NT	54,546	52,515
WELLS FARGO & CO NEW UNSECD SR NT	53,423	52,586
CAPITAL ONE FINL CORP UNSECD SR NT	51,460	52,635
ENTERPRISE PRODS OPER LLC UNSECD SR NT	54,886	53,148
UNITEDHEALTH GROUP INC UNSECD SR NT	56,079	54,237
UNITED TECHNOLOGIES CORP UNSECD SR NT	56,124	54,233
LOCKHEED MARTIN CORP UNSECD SR NT	57,072	54,150
US BANCORP SR UNSECD	52,973	51,913
ILLINOIS TOOL WKS INC UNSECD SR NT	55,172	52,463
MORGAN STANLEY UNSECD SR NT	54,941	54,241
NISOURCE FIN CORP UNSECD SR NT	54,292	53,705
APPLE INC UNSECD SR NT	55,612	53,762
CVS HEALTH CORP UNSECD UNSECD SR NT	56,653	56,151
WALMARTINC UNSECD SR NT	58,339	56,016
CITIGROUP INC UNSECD SR GBL NT	53,985	53,963
COMCAST CORP NEW UNSECD SR NT	58,426	56,807
DOWDUPONT INC UNSECD SR NT	57,924	57,958
PFIZER INC UNSECD SR NT	58,074	55,071
PNC FINL SVCS GROUP INC UNSECD SR NT	55,379	54,490
MCDONALDS CORP UNSECD SR	52,263	51,624
NEXTERA ENERGY CAP HLDGS INC UNSECD SR NT	55,416	51,412
AT&T INC UNSECD	60,020	56,327
METLIFE INC UNSECD SR NT	61,785	59,146
ORACLE CORP UNSECD SR NT	53,486	49,605
BANK MONTREAL UNSEC NT	52,070	50,312
BP CAP MKTS PLC SR UNSECD	53,171	53,750
CHUBB INA HOLDINGS UNSECD SR NT	55,539	53,634
EXXON MOBIL CORP UNSECD SR NT	53,420	51,875
HP ENTERPRISE CO UNSECD SR NT	57,132	55,480
KINDER MORGAN UNSECD SR NT	46,693	45,729
COLUMBIA ULTRA SHORT TERM BOND	188,891	188,057
TORONTO DOMINION BANK UNSECD SR NT	47,940	48,357
VERIZON COMMUNICATIONS UNSECD SR NT	46,762	46,010

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Name of Stock	End of Year Book Value	End of Year Fair Market Value
281 SHS ATLASSIAN CORPORATION PLC	37,561	107,142
237 ACCENTURE	85,560	98,248
486 SHS EATON CORP PLC	22,403	83,991
454 SHS HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY	34,021	48,923
262 SHS MEDTRONIC PLC	22,633	27,104
404 SHS TRANE TECH PUBLIC LIMITED CO	12,832	81,620
960 ROYAL CARIBBEAN	70,351	73,824
866 SHS ABBOTT LABORATORIES	79,061	121,881
976 SHS ABBVIE INC	81,178	132,150
149 SHS ADOBE SYSTEMS INC	16,220	84,492
768 SHS ADVANCED MICRO DEVICES	16,355	110,515
324 SHS AIR PRODUCTS & CHEMICALS	76,773	98,580
128 SHS ALPHABET INC	141,971	370,821
98 SHS AMAZON.COM INC	49,922	326,765
1660 SHS AMERICAN INTERNATIONAL GROUP INC	56,136	94,388
143 SHS AMERICAN TOWER CORPORATION	17,144	41,828
291 AMERIPRISE	66,545	87,783
1591 SHS APPLE INC	36,747	282,514
1430 SHS BANK OF AMERICA CORPORATION	23,596	63,621
1590 SHS BOSTON SCIENTIFIC CORPORATION	57,103	67,543
397 SHS CME GROUP INC	72,961	90,699
2550 SHS C S X CORP	32,876	95,880
809 SHS CVS HEALTH CORPORATION	56,986	83,456
573 SHS CELANESE CORP SERIES A	34,584	96,298
830 SHS CENTENE CORP DEL	52,855	68,392
83 SHS CHARTER COMMUNICATIONS INC	50,081	54,114
758 SHS CHEVRON CORPORATION	84,090	88,951
690 SHS COCA - COLA CO	35,554	40,855
188 SHS COSTCO WHSL CORP NEW	55,499	106,728
315 CROWDSTRIKE HOLDING INC	41,101	64,496
302 DANAHER	72,175	99,361
226 DATADOG	35,021	40,253
228 SHS DEERE & CO	29,178	78,179
38 SHS EQUINIX INC	15,188	32,142
970 SHS EXELON CORP	35,015	56,027
277 SHS FACEBOOK INC	21,010	93,169
1450 GENERAL MOTORS	81,590	85,014
156 SHS HOME DEPOT INC	10,672	64,742
409 SHS HONEYWELL INTL INC	27,095	85,281
361 SHS ILLINOIS TOOL WORKS INC	31,332	89,095
98 SHS INTUIT	27,501	63,036
751 SHS JP MORGAN CHASE & CO	74,682	118,921
254 SHS KLA TENCOR CORP	53,983	109,248
206 ESTEE LAUDER	63,452	76,261
253 SHS LILLY ELI & CO	44,976	69,884
800 LIVE NATION	74,008	95,752
563 MARRIOT INT	87,479	93,030
375 MASTERCARD	128,650	134,745
1446 SHS MICROSOFT CORPORATION	150,707	486,319
1520 SHS MICRON TECHNOLOGY INC	59,459	141,588
160 SHS NETFLIX COM INC	73,537	96,390
494 SHS NEXTERA ENERGY INC	22,092	46,120
419 SHS NIKE INC CLASS B STOCK	23,621	69,834
630 SHS NVIDIA CORP	43,219	185,289
515 PAYPAL HOLDINGS INC	67,086	97,119
1240 SHS PFIZER INC	54,118	73,222
589 SHS PIONEER NATURAL RESOURCES COMPANY	88,730	107,127
1120 PULTE HOMES	54,789	64,019
1170 SHS RAYTHEON TECH CORP	92,372	100,690
224 SHS S&P GLOBAL INC	51,401	105,712
499 SIMON PROPERTY GROUP	61,134	79,725
219 SHS SKYWORKS SOLUTIONS INC	28,815	33,976
314 SHS SQUARE, INC	30,246	50,714
2020 SHS SYNCHRONY FINANCIAL	48,722	93,708
240 SHS T-MOBILE US INC	15,250	27,835
71 TESLA	50,275	75,031
145 SHS TEXAS INSTRUMENTS INC	13,548	27,328
1290 SHS THE TRADE DESK INC	54,535	118,216
115 SHS THERMO FISHER SCIENTIFIC	36,537	76,733
1210 SHS TRUIST FINL CORP	48,327	70,846
368 SHS UNITEDHEALTH GROUP INC	78,212	184,788
564 SHS VALERO ENERGY CORP NEW	29,537	42,362
1010 SHS VOYA FINANICAL INC	33,744	66,973
ABBOTT LABS	37,645	59,111
ADOBE INC	25,047	40,261
ALLSPRING SPECIAL SMALL CAP VALUE	268,199	481,679
ALPHABET INC SHS CL A	82,485	139,058
AMAZON COM INC COM	80,368	113,368
AMERICAN WTR WKS CO INC	9,776	16,242
APPLE INC	98,786	228,000
ASML HLDG NV NY REG SHS	22,789	36,622
BERKSHIRE HATHAWAY CL B	38,538	67,574
BLACKROCK INC	21,278	39,369
BLACKROCK MID CAP GROWTH EQUITY	400,000	573,617
BOSTON SCIENTIFIC CORP	14,729	17,842
BROADCOM INC	21,451	54,564
CATERPILLAR INC DEL	17,886	35,353
CHEVRON CORP	25,668	35,674
CISCO SYSTEMS INC COM	9,499	29,530
CITIGROUP INC COM NEW	33,851	41,971
COCA COLA COM	31,041	42,335
COMCAST CORP NEW CL A	23,171	30,752
CONESTOGA SMALL CAP FUND	258,595	522,687
CONOCOPHILLIPS	27,562	34,141
COSTCO WHOLESALE CRP DEL	27,237	52,228
CROWN CASTLE INC	5,066	7,097
CVS HEALTH CORP	40,000	51,064
DEERE CO	10,582	29,489
DEVON ENERGY CORP NEW	32,075	47,134
DISNEY (WALT) CO COM STK	26,146	31,443
DUPONT DE NEMOURS INC	15,279	25,042
EATON CORP PLC	20,500	57,203
ELECTRONIC ARTS INC DEL	8,285	11,475
ENVISTA HOLDINGS CORP	12,732	13,293
EQUINIX INC	11,768	15,225
FORTIVE CORP	12,556	16,555
FREEPORT-MCMORAN INC	13,358	15,607
GENERAL MOTORS CO	15,816	28,611
HARDING LOEVNER INTL EQUITY PT	350,000	530,202
HARTFORD SCHRODERS EMERG MKT EQUITY	140,000	194,207
HILTON WORLDWIDE	19,125	24,334
HOME DEPOT INC	45,126	81,342
HONEYWELL INTL INC DEL	15,407	33,153
IDEXX LAB INC DEL $0.10	26,423	60,578
ILLINOIS TOOL WORKS INC	10,577	17,029
INTERCONTINENTAL EXCHG	15,566	29,679
JOHNSON AND JOHNSON COM	24,295	28,740
JPMORGAN CHASE & CO	34,473	63,182
KKR & CO INC CL A	14,584	16,688
LIVE NATION ENT INC	14,368	19,869
LVMH MOET HENNESSY ADR	26,963	28,963
LYONDELLBASELL INDUSTRIE	8,030	13,835
L3HARRIS TECHNOLOGIES	17,777	21,750
MARVELL TECH INC	14,604	49,607
MERCK AND CO INC SHS	19,629	20,999
META PLATFORMS INC	10,842	22,199
MFS MID CAP VALUE	310,749	540,064
MGM RESORTS INTERNATIONL	25,207	29,621
MICROSOFT CORP	85,638	202,128
MONDELEZ INTERNATIONAL	24,866	33,619
MORGAN STANLEY	29,315	77,154
NEXTERA ENERGY INC SHS	24,412	28,195
NIKE INC CL B	14,630	28,334
NVIDIA	23,504	88,233
PALO ALTO NETWORKS INC	30,753	70,709
PAYPAL HOLDINGS INC SHS	6,417	40,733
PRINCIPAL MIDCAP FUND	318,869	511,682
PROLOGIS INC	18,605	39,396
REPLIGEN CORP COM	9,292	19,068
SALESFORCE INC	27,545	41,931
SHOPIFY INC CL A	15,063	27,548
SPDR S P BIOTECH	19,522	22,168
TARGET CORP COM	9,256	39,345
TENCENT HOLDINGS LTD ADR	13,758	14,400
THERMO FISHER SCIENTIFIC	20,046	28,691
TRUIST FINL CORP	23,680	32,203
UNION PACIFIC CORP	17,855	29,980
UNITED PARCEL SVC CL B	18,065	22,720
UNITEDHEALTH GROUP INC	30,937	43,686
VALERO ENERGY CORP NEW	13,657	12,694
VERIZON COMMUNICATNS COM	27,579	26,500
VISA INC CL A SHRS	38,507	55,694
VULCAN MATERIALS CO	12,544	27,401
WALMART INC	24,848	25,610

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
29247.492 SHS BNY MELLON CORPORATE BOND FUND	AT COST	383,173	393,086
24107.978 SHS BNY MELLON SHORT-TERM US GOVERNMENT SECURITIES FUND	AT COST	279,251	275,795
131232.933 SHS BNY MELLON INTERMEDIATE BOND FUND	AT COST	1,667,373	1,667,971
64021.594 SHS THE BNY MELLON MID CAP MULTI-STRATEGY FUND	AT COST	867,148	1,403,994
26980.105 SHS DFA EMERGING MARKETS CORE EQUITY FUNDS	AT COST	628,101	675,582
6570.302 SHS VAN ECK CM COMMODITY INDEX FUND	AT COST	50,000	34,166
22123.894 SHS OAKMARK INTERNATIONAL FD I	AT COST	350,000	620,354
31479.558 SHS BNY MELLON FLOATING RATE INCOME FUND	AT COST	375,259	357,923
58254.429 SHS BNY MELLON HIGH YIELD FUND	AT COST	362,936	356,517
12521.21 SHS BNY MELLON SELECT MANAGERS SMALL CAP GROWTH FUND	AT COST	299,998	385,778
12195.657 SHS BNY MELLON SELECT MANAGERS SMALL CAP VALUE FUND	AT COST	264,737	328,307
29282.009 SHS BNY MELLON INTERNATIONAL EQUITY FUND	AT COST	543,496	727,072
28940.369 SHS BNY MELLON INTERNATIONAL STOCK FUND	AT COST	462,316	770,682
16626.032 SHS BNY MELLON GLOBAL REAL RETURN FUND	AT COST	235,047	290,291
48661.799 TCW EMERGING MARKETS INCOME FUND-I	AT COST	400,000	375,182
5600 SHS BNY MELLON US SMALL CAP CORE	AT COST	543,568	540,637
6500 SHS ISHARES MSCI EAFE SMALL CAP INDEX	AT COST	482,275	475,085
6000 BNY MELLON EMERGING MARKETS EQUITY	AT COST	445,417	409,253
13,018.03 SHS DOUBLELINE TOTAL RETURN BOND	AT COST	136,024	135,388
545 SHS INVESCO QQQ ETF	AT COST	109,076	216,828
765 SHS ISHARES RUSSELL MID CAP VALUE ETF	AT COST	54,844	93,621
750 SHS ISHARES RUSSELL MID CAP ETF	AT COST	35,783	62,258
500 SHS ISHARES S&P SMALL CAP 600 GROWTH ETF	AT COST	36,814	69,400
2,350 SHS VANGUARD FTSE EMERGING MARKETS ETF	AT COST	82,939	116,231
520 SHS VANGUARD HEALTH CARE ETF	AT COST	92,057	138,538
2,315 SHS VANGUARD TOTAL STOCK MARKET ETF	AT COST	322,085	558,934

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Description	Amount
PENALTIES	48

- TIN:

TY 2021 OtherExpensesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS	2,138	2,138		0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Description	Amount
TAX-EXEMPT INCOME	17

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	154,032	154,032		0
BANK FEES	26	26		0

- TIN:

TY 2021 TaxesSchedule

Name:

GERHART FAMILY CHARITABLE TRUST

EIN:

26-3384834

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAX WITHHELD	10,229	10,229		0
FEDERAL EXCISE TAX	12,376	0		0