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
TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

20-6020415
B Telephone number (see instructions)

(617) 457-2000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,218,102J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 36,776 36,776  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 157,041
b Gross sales price for all assets on line 6a 379,227
7 Capital gain net income (from Part IV, line 2)... 157,041
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 193,817 193,817  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 750 0 750
c Other professional fees (attach schedule).... Click to see attachment 7,277 7,277   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,893 78   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 35     35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 10,705 8,105 0 785
25 Contributions, gifts, grants paid....... 292,000 292,000
26 Total expenses and disbursements. Add lines 24 and 25 302,705 8,105 0 292,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -108,888
b Net investment income (if negative, enter -0-) 185,712
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 36,106 28,315 28,315
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 994,043 Click to see attachment892,544 2,133,976
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).......... 34,453 Click to see attachment34,453 55,811
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) 1,064,602 955,312 2,218,102
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
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........ 1,064,602 955,312
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,064,602 955,312
30 Total liabilities and net assets/fund balances (see instructions). 1,064,602 955,312
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
1,064,602
2
Enter amount from Part I, line 27a .....................
2
-108,888
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
154
4
Add lines 1, 2, and 3 ..........................
4
955,868
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
556
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
955,312
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 30. AT&T INC   2016-11-17 2021-02-12
b 38. AT&T INC   2016-11-17 2021-02-17
c 31. AT&T INC   2016-11-17 2021-09-08
d 1. ADOBE SYSTEMS INCORPORATED   2020-03-17 2021-02-12
e 2. ADOBE SYSTEMS INCORPORATED   2020-03-17 2021-02-17
2. ADOBE SYSTEMS INCORPORATED   2020-03-17 2021-09-08
5. ALLSTATE CORP   2016-12-09 2021-02-12
6. ALLSTATE CORP   2016-12-09 2021-02-17
5. ALLSTATE CORP   2016-12-09 2021-09-08
2. ALPHABET INC CL C   2012-03-28 2021-02-12
1. ALPHABET INC CL C   2012-03-28 2021-02-17
1. ALPHABET INC CL C   2012-03-28 2021-09-08
1. AMAZON.COM INCORPORATED   2018-11-06 2021-02-12
1. AMAZON.COM INCORPORATED   2018-11-06 2021-02-17
1. AMAZON.COM INCORPORATED   2020-09-03 2021-09-08
13. AMERICAN ELECTRIC POWER INCORPORATED   2017-01-31 2021-02-12
15. AMERICAN ELECTRIC POWER INCORPORATED   2017-01-31 2021-02-17
67. AMERICAN ELECTRIC POWER INCORPORATED     2021-03-19
9. AMERICAN ELECTRIC POWER INCORPORATED   2017-01-11 2021-09-08
5. AMERICAN TOWER CORP CL A   2013-08-26 2021-02-12
6. AMERICAN TOWER CORP CL A   2013-08-26 2021-02-17
5. AMERICAN TOWER CORP CL A   2013-08-26 2021-09-08
7. ANALOG DEVICES INC   2010-05-19 2021-02-12
9. ANALOG DEVICES INC   2010-05-19 2021-02-17
7. ANALOG DEVICES INC   2010-05-19 2021-09-08
4. ELEVANCE HEALTH INC   2016-12-09 2021-02-12
4. ELEVANCE HEALTH INC   2016-12-09 2021-02-17
3. ELEVANCE HEALTH INC   2016-12-09 2021-09-08
42. APPLE COMPUTER INC COMMON   2011-01-24 2021-02-12
51. APPLE COMPUTER INC COMMON   2011-01-24 2021-02-17
43. APPLE COMPUTER INC COMMON   2011-01-24 2021-09-08
4. AVALONBAY COMMUNITIES INC   2020-11-10 2021-02-12
4. AVALONBAY COMMUNITIES INC   2020-11-10 2021-02-17
4. AVALONBAY COMMUNITIES INC   2020-11-10 2021-09-08
59. BANK AMER CORP COM   2018-12-26 2021-02-12
76. BANK AMER CORP COM   2018-12-26 2021-02-17
64. BANK AMER CORP COM   2020-09-03 2021-09-08
77. BERKSHIRE HATHAWAY INC DEL CL B     2021-01-06
2. BERKSHIRE HATHAWAY INC DEL CL B   2017-05-12 2021-02-12
4. BERKSHIRE HATHAWAY INC DEL CL B   2017-05-12 2021-02-17
66. BERKSHIRE HATHAWAY INC DEL CL B   2017-05-12 2021-02-18
2. BIOGEN INC   2017-01-06 2021-02-12
3. BIOGEN INC   2017-01-06 2021-02-17
50. BIOGEN INC     2021-03-19
2. BLACKROCK INCORPORATED CLASS A   2015-10-16 2021-02-12
2. BLACKROCK INCORPORATED CLASS A   2015-10-16 2021-02-17
1. BLACKROCK INCORPORATED CLASS A   2015-10-16 2021-09-08
1. BOOKING HOLDINGS INC   2015-01-21 2021-02-17
2. BROADCOM INC   2019-07-03 2021-02-12
2. BROADCOM INC   2019-07-03 2021-02-17
2. BROADCOM INC   2019-07-03 2021-09-08
15. CVS CORP COMMON   2018-07-30 2021-02-12
17. CVS CORP COMMON   2018-07-30 2021-02-17
15. CVS CORP COMMON   2018-07-30 2021-09-08
8. CHEVRONTEXACO CORP   2020-01-02 2021-02-12
11. CHEVRONTEXACO CORP   2020-01-02 2021-02-17
9. CHEVRONTEXACO CORP   2020-01-02 2021-09-08
15. CISCO SYS INC COM   2014-05-27 2021-02-12
19. CISCO SYS INC COM   2014-05-27 2021-02-17
16. CISCO SYS INC COM   2014-05-27 2021-09-08
28. COMCAST CORP NEW A     2021-02-12
33. COMCAST CORP NEW A   2012-03-28 2021-02-17
28. COMCAST CORP NEW A   2012-03-28 2021-09-08
3. COSTCO WHOLESALE CORP COM   2016-11-17 2021-02-12
4. COSTCO WHOLESALE CORP COM   2016-11-17 2021-02-17
3. COSTCO WHOLESALE CORP COM   2016-11-17 2021-09-08
8. DANAHER CORPORATION   2012-06-22 2021-02-12
9. DANAHER CORPORATION   2012-06-22 2021-02-17
8. DANAHER CORPORATION   2012-06-22 2021-09-08
13. EOG RESOURCES INC COM   2018-12-11 2021-02-12
16. EOG RESOURCES INC COM   2018-12-11 2021-02-17
14. EOG RESOURCES INC COM   2018-12-11 2021-09-08
7. FMC CORPORATION COMMON NEW   2017-01-30 2021-02-12
7. FMC CORPORATION COMMON NEW   2017-01-30 2021-02-17
7. FMC CORPORATION COMMON NEW   2017-01-30 2021-09-08
147. FMC CORPORATION COMMON NEW   2017-01-30 2021-10-08
65. META PLATFORMS, INC-A     2021-01-06
4. META PLATFORMS, INC-A   2016-12-06 2021-02-12
5. META PLATFORMS, INC-A   2016-12-06 2021-02-17
5. META PLATFORMS, INC-A   2020-09-03 2021-09-08
6. FEDEX CORPORATION   2014-09-16 2021-02-12
7. FEDEX CORPORATION   2014-09-16 2021-02-17
6. FEDEX CORPORATION     2021-09-08
25. FIRSTENERGY CORPORATION   2017-06-22 2021-02-12
29. FIRSTENERGY CORPORATION   2017-06-22 2021-02-17
25. FIRSTENERGY CORPORATION   2020-03-17 2021-09-08
197. FIRSTENERGY CORPORATION   2020-03-17 2021-10-08
360. FIRSTENERGY CORPORATION     2021-10-11
57. GENERAL ELECTRIC COMPANY   2020-03-26 2021-02-12
69. GENERAL ELECTRIC COMPANY   2020-03-26 2021-02-17
.625 GENERAL ELECTRIC CO   2020-03-26 2021-08-17
7. GENERAL ELECTRIC CO   2020-03-26 2021-09-08
163. GENERAL ELECTRIC CO   2020-03-26 2021-10-08
7. GILEAD SCIENCES INCORPORATED   2018-12-11 2021-02-12
8. GILEAD SCIENCES INCORPORATED   2018-12-11 2021-02-17
7. GILEAD SCIENCES INCORPORATED   2018-12-11 2021-09-08
5. HOME DEPOT INC COM   2020-06-24 2021-02-12
6. HOME DEPOT INC COM   2020-06-24 2021-02-17
5. HOME DEPOT INC COM   2020-06-24 2021-09-08
180. ISHARES MSCI EAFE ETF   2011-12-20 2021-12-01
17. J P MORGAN CHASE & CO COM   2012-03-28 2021-02-12
21. J P MORGAN CHASE & CO COM   2012-03-28 2021-02-17
18. J P MORGAN CHASE & CO COM   2012-03-28 2021-09-08
5. JOHNSON & JOHNSON COMMON ~   2014-05-27 2021-02-12
6. JOHNSON & JOHNSON COMMON ~   2014-05-27 2021-02-17
5. JOHNSON & JOHNSON COMMON ~   2014-05-27 2021-09-08
2. LOCKHEED MARTIN CORP COMMON   2018-05-03 2021-02-12
3. LOCKHEED MARTIN CORP COMMON   2018-05-03 2021-02-17
2. LOCKHEED MARTIN CORP COMMON   2020-06-24 2021-09-08
9. MASTERCARD INC CL A   2014-05-02 2021-02-12
11. MASTERCARD INC CL A   2014-05-02 2021-02-17
10. MASTERCARD INC CL A   2014-05-02 2021-09-08
2. MCDONALD'S CORP COM   2018-12-04 2021-02-12
3. MCDONALD'S CORP COM   2018-12-04 2021-02-17
3. MCDONALD'S CORP COM   2018-12-04 2021-09-08
9. MERCK & CO INC   2012-01-30 2021-02-12
12. MERCK & CO INC   2012-01-30 2021-02-17
10. MERCK & CO INC   2012-01-30 2021-09-08
10. METLIFE INCORPORATED   2014-12-23 2021-02-12
13. METLIFE INCORPORATED   2014-12-23 2021-02-17
11. METLIFE INCORPORATED   2014-12-23 2021-09-08
18. MICROSOFT CORP COMMON   2018-10-25 2021-02-12
23. MICROSOFT CORP COMMON   2018-10-25 2021-02-17
19. MICROSOFT CORP COMMON   2018-10-25 2021-09-08
21. OMNICOM GROUP INC COM   2020-11-10 2021-02-12
27. OMNICOM GROUP INC COM   2020-11-10 2021-02-17
22. OMNICOM GROUP INC COM   2020-06-24 2021-09-08
12. ORACLE CORPORATION   2006-03-06 2021-02-12
14. ORACLE CORPORATION   2006-03-06 2021-02-17
12. ORACLE CORPORATION   2006-03-06 2021-09-08
.7 ORGANON & CO   2012-01-30 2021-06-14
22. ORGANON & CO   2012-01-30 2021-06-16
9. PEPSICO INC COMMON ~   2012-06-22 2021-02-12
11. PEPSICO INC COMMON ~   2012-06-22 2021-02-17
10. PEPSICO INC COMMON ~   2012-06-22 2021-09-08
18. PFIZER INCORPORATED   2017-01-23 2021-02-12
23. PFIZER INCORPORATED   2017-01-23 2021-02-17
18. PFIZER INCORPORATED   2017-01-23 2021-09-08
8. PROCTER & GAMBLE CO COM   2016-12-09 2021-02-12
9. PROCTER & GAMBLE CO COM   2016-12-09 2021-02-17
61. PROCTER & GAMBLE CO COM   2016-12-09 2021-02-18
5. PROCTER & GAMBLE CO COM   2020-03-17 2021-09-08
12. RAYTHEON TECHNOLOGIES CORP   2017-01-31 2021-02-12
15. RAYTHEON TECHNOLOGIES CORP   2017-01-31 2021-02-17
12. RAYTHEON TECHNOLOGIES CORP   2017-01-31 2021-09-08
1. SHERWIN WILLIAMS CO COM   2018-12-26 2021-02-12
2. SHERWIN WILLIAMS CO COM   2018-12-26 2021-02-17
2. SHERWIN WILLIAMS CO COM   2018-12-26 2021-09-08
6. TARGET CORP COM   2017-01-30 2021-02-12
8. TARGET CORP COM   2017-01-30 2021-02-17
6. TARGET CORP COM   2017-01-30 2021-09-08
3. UNION PACIFIC CORP COM   2012-04-18 2021-02-12
4. UNION PACIFIC CORP COM   2012-04-18 2021-02-17
4. UNION PACIFIC CORP COM   2012-04-18 2021-09-08
7. V F CORP   2021-01-06 2021-02-12
9. V F CORP   2021-01-06 2021-02-17
17. V F CORP     2021-09-08
5. VALERO ENERGY CORPORATION NEW   2018-12-26 2021-02-12
7. VALERO ENERGY CORPORATION NEW   2018-12-26 2021-02-17
6. VALERO ENERGY CORPORATION NEW   2018-12-26 2021-09-08
80. VANGUARD SMALL-CAP ETF   2009-08-14 2021-12-01
2. VIATRIS INC   2017-01-23 2021-02-12
3. VIATRIS INC   2017-01-23 2021-02-17
55. VIATRIS INC   2017-01-23 2021-02-23
28. WELLS FARGO & COMPANY NEW   2021-02-18 2021-09-08
3. ACCENTURE PLC- CL A   2018-06-11 2021-02-12
3. ACCENTURE PLC- CL A   2018-06-11 2021-02-17
3. ACCENTURE PLC- CL A   2018-06-11 2021-09-08
14. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2021-02-12
16. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2021-02-17
14. JOHNSON CONTROLS INTERNATIONAL PLC   2020-11-09 2021-09-08
5. MEDTRONIC PLC   2019-01-17 2021-02-12
6. MEDTRONIC PLC   2019-01-17 2021-02-17
5. MEDTRONIC PLC   2019-01-17 2021-09-08
4. WILLIS TOWERS WATSON PLC   2018-09-21 2021-02-12
4. WILLIS TOWERS WATSON PLC   2018-09-21 2021-02-17
3. WILLIS TOWERS WATSON PLC   2018-09-21 2021-09-08
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 861   1,127 -266
b 1,116   1,427 -311
c 855   1,164 -309
d 494   303 191
e 972   607 365
1,325   607 718
522   360 162
629   432 197
664   360 304
4,182   655 3,527
2,111   327 1,784
2,896   327 2,569
3,254   1,643 1,611
3,293   1,643 1,650
3,535   3,460 75
1,020   831 189
1,179   959 220
5,543   4,220 1,323
817   563 254
1,122   350 772
1,355   420 935
1,511   350 1,161
1,119   199 920
1,422   255 1,167
1,142   199 943
1,157   581 576
1,167   581 586
1,110   436 674
5,648   500 5,148
6,614   608 6,006
6,661   512 6,149
709   691 18
713   691 22
917   691 226
1,960   1,383 577
2,597   1,782 815
2,608   1,690 918
17,851   14,243 3,608
480   326 154
981   651 330
16,009   10,746 5,263
551   542 9
822   813 9
13,324   13,227 97
1,440   660 780
1,439   660 779
924   330 594
2,204   1,026 1,178
962   569 393
952   569 383
984   569 415
1,113   1,012 101
1,222   1,147 75
1,290   1,012 278
735   968 -233
1,037   1,331 -294
869   1,089 -220
705   372 333
872   471 401
938   396 542
1,486   561 925
1,738   496 1,242
1,684   421 1,263
1,056   454 602
1,413   605 808
1,395   454 941
1,958   310 1,648
2,165   349 1,816
2,652   310 2,342
782   1,338 -556
995   1,647 -652
940   1,441 -501
755   367 388
756   367 389
679   367 312
13,137   7,706 5,431
17,343   12,607 4,736
1,076   468 608
1,350   585 765
1,880   1,470 410
1,567   929 638
1,789   1,084 705
1,556   924 632
781   691 90
921   801 120
973   907 66
7,162   7,144 18
12,904   10,077 2,827
662   460 202
812   557 255
63   40 23
720   452 268
17,094   10,521 6,573
466   481 -15
512   550 -38
502   481 21
1,390   1,236 154
1,670   1,483 187
1,651   1,236 415
13,930   8,799 5,131
2,393   784 1,609
3,034   968 2,066
2,853   830 2,023
832   504 328
994   605 389
859   504 355
676   618 58
1,010   928 82
704   732 -28
3,057   662 2,395
3,706   809 2,897
3,516   736 2,780
428   375 53
638   562 76
714   562 152
673   348 325
908   465 443
752   369 383
557   493 64
718   641 77
670   542 128
4,385   1,920 2,465
5,552   2,453 3,099
5,677   2,027 3,650
1,382   1,195 187
1,799   1,537 262
1,599   1,157 442
752   155 597
864   181 683
1,071   155 916
21   13 8
672   401 271
1,207   621 586
1,476   758 718
1,561   689 872
627   539 88
798   689 109
838   539 299
1,015   673 342
1,161   757 404
7,849   5,130 2,719
722   582 140
868   749 119
1,081   936 145
995   749 246
725   376 349
1,413   752 661
593   251 342
1,147   384 763
1,524   512 1,012
1,470   384 1,086
636   166 470
841   221 620
858   221 637
554   615 -61
710   791 -81
1,208   1,500 -292
321   355 -34
466   497 -31
385   426 -41
17,627   4,181 13,446
37   27 10
55   40 15
825   732 93
1,225   1,028 197
769   489 280
777   489 288
1,020   489 531
744   647 97
877   740 137
1,049   647 402
595   437 158
710   525 185
676   437 239
912   595 317
911   595 316
681   447 234
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
      271
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       -266
b       -311
c       -309
d       191
e       365
      718
      162
      197
      304
      3,527
      1,784
      2,569
      1,611
      1,650
      75
      189
      220
      1,323
      254
      772
      935
      1,161
      920
      1,167
      943
      576
      586
      674
      5,148
      6,006
      6,149
      18
      22
      226
      577
      815
      918
      3,608
      154
      330
      5,263
      9
      9
      97
      780
      779
      594
      1,178
      393
      383
      415
      101
      75
      278
      -233
      -294
      -220
      333
      401
      542
      925
      1,242
      1,263
      602
      808
      941
      1,648
      1,816
      2,342
      -556
      -652
      -501
      388
      389
      312
      5,431
      4,736
      608
      765
      410
      638
      705
      632
      90
      120
      66
      18
      2,827
      202
      255
      23
      268
      6,573
      -15
      -38
      21
      154
      187
      415
      5,131
      1,609
      2,066
      2,023
      328
      389
      355
      58
      82
      -28
      2,395
      2,897
      2,780
      53
      76
      152
      325
      443
      383
      64
      77
      128
      2,465
      3,099
      3,650
      187
      262
      442
      597
      683
      916
      8
      271
      586
      718
      872
      88
      109
      299
      342
      404
      2,719
      140
      119
      145
      246
      349
      661
      342
      763
      1,012
      1,086
      470
      620
      637
      -61
      -81
      -292
      -34
      -31
      -41
      13,446
      10
      15
      93
      197
      280
      288
      531
      97
      137
      402
      158
      185
      239
      317
      316
      234
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 157,041
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,581
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,581
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,660
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,340
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,000
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.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,419
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,419 RefundedBullet 11 0
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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    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 ofbulletWILMINGTON TRUST COMPANY Telephone no.bullet (302) 651-1040

    Located atbullet1100 NORTH MARKET STREETWILMINGTONDE ZIP+4bullet198900001
    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
    DAVID V N TAYLOR TRUSTEE
    1     		0    
    280 CONGRESS STREET SUITE 130
    BOSTON,MA02110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    2,076,818
    b
    Average of monthly cash balances.......................
    1b
    61,099
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,137,917
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,137,917
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    32,069
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,105,848
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    105,292
    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
    105,292
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,581
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,581
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    102,711
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    102,711
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    102,711
    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 7 102,711
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 71,810
    b From 2017...... 65,120
    c From 2018...... 73,431
    d From 2019...... 84,133
    e From 2020...... 107,580
    f Total of lines 3a through e ........ 402,074
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 292,785
    a Applied to 2020, but not more than line 2a 0
    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..... 102,711
    e Remaining amount distributed out of corpus 190,074
    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 5 592,148
    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 ..........     		0
    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) ...     		71,810
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		520,338
    10 Analysis of line 9:
    a Excess from 2017.... 65,120
    b Excess from 2018.... 73,431
    c Excess from 2019.... 84,133
    d Excess from 2020.... 107,580
    e Excess from 2021.... 190,074
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    SEE ATTACHED LIST OF GRANTS
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890     		NONE PUBLIC CHARITY GENERAL OPERATING FUND 292,000
    Total .................................bullet 3a 292,000
    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 ...........     		         
    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 ............     		    18 157,041  
    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) ..   193,817  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    193,817
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500 750   750

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED FROM 086973-000 T 113,473 294,870
    SEE ATTACHED FROM 086973-901 T 779,071 1,839,106

    TY 2021 InvestmentsOtherSchedule2
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED TOTAL REAL ASSETS AT COST 34,453 55,811

    TY 2021 OtherDecreasesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Description Amount
    POSTED IN 2022 AND REPORTED IN 2021 556


    TY 2021 OtherExpensesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA FILING FEE 35 0   35


    TY 2021 OtherIncreasesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Description Amount
    POSTED IN 2021 AND REPORTED IN 2020 154


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 7,277 7,277    


    TY 2021 TaxesSchedule
    Name:
    TAYLOR DAVID V N FOUNDATION DAVID TAYLOR
    EIN:
    20-6020415
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 985 0   0
    FEDERAL ESTIMATES - PRINCIPAL 830 0   0
    FOREIGN TAXES ON QUALIFIED FOR 29 29   0
    FOREIGN TAXES ON NONQUALIFIED 49 49   0