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 05-01-2021 , and ending 04-30-2022

Name of foundation
ORION & EMMA B HURLBUT TR
FBO MEMORIAL FD

Number and street (or P.O. box number if mail is not delivered to street address)701 MARKET STREET
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHATTANOOGA, TN37402

A Employer identification number

62-6034546

B Telephone number (see instructions)

(423) 757-4440

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

$26,112,691J 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
4	Dividends and interest from securities...	461,536		461,536
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,866,809
b	Gross sales price for all assets on line 6a 4,761,219
7	Capital gain net income (from Part IV, line 2)...			1,866,809
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).......		224,948	0
12	Total. Add lines 1 through 11........	2,553,293		2,328,345
13	Compensation of officers, directors, trustees, etc.	27,462		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		17,600	0	17,600
c	Other professional fees (attach schedule)....		187,304	168,574	18,730
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		45,903	0	45,903
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	278,269		168,574	82,233
25	Contributions, gifts, grants paid.......	1,651,948			1,651,948
26	Total expenses and disbursements. Add lines 24 and 25	1,930,217		168,574	1,734,181
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	623,076
b	Net investment income (if negative, enter -0-)			2,159,771
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.............	268,544	102,869	102,869
	2	Savings and temporary cash investments.........
	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).......	5,491,663	6,731,314	8,913,135
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	17,034,801	16,583,901	17,096,687
	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)	22,795,008	23,418,084	26,112,691
	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...........	22,795,008	23,418,084
	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........
	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).....	22,795,008	23,418,084
	30	Total liabilities and net assets/fund balances (see instructions).	22,795,008	23,418,084

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

22,795,008

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

623,076

Other increases not included in line 2 (itemize) bullet

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

23,418,084

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 .

23,418,084

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	ABBVIE INC	P	2020-05-08	2021-12-01
b	AMERIPRISE FINANCIAL INC.	P	2012-01-04	2021-12-01
c	AMERIPRISE FINANCIAL INC.	P	2012-06-08	2021-12-01
d	AMERICAN TOWER CORP REIT	P	2021-04-26	2021-12-01
e	COMCAST CORP-CL A	P	2016-09-21	2021-12-01
	COMCAST CORP-CL A	P	2018-06-11	2021-12-01
	COMCAST CORP-CL A	P	2021-04-26	2021-12-01
	CAPITAL ONE FINL CORP	P	2012-04-04	2021-12-01
	CISCO SYSTEMS INC	P	2020-01-07	2021-12-01
	DISNEY WALT CO NEW	P	2018-06-25	2021-12-01
	DISNEY WALT CO NEW	P	2021-04-26	2021-12-01
	EBAY INC COM	P	2014-03-05	2021-12-01
	ECOLAB INC	P	2015-09-25	2021-12-01
	FIRSTENERGY CORP	P	2018-06-11	2021-12-01
	GILEAD SCIENCES INC	P	2017-05-01	2021-12-01
	HOME DEPOT INC	P	2020-10-30	2021-12-01
	HONEYWELL INTERNATIONAL INC	P	2018-06-25	2021-12-01
	ILLINOIS TOOL WKS INC	P	2019-02-07	2021-12-01
	ISHARES DJ U.S. REAL ESTATE ETF	P	2017-05-01	2021-12-01
	JP MORGAN CHASE & CO	P	2012-06-08	2021-12-01
	KYNDRYL HOLDINGS INC	P	2016-09-21	2021-12-01
	KYNDRYL HOLDINGS INC	P	2018-06-11	2021-12-01
	KYNDRYL HOLDINGS INC	P	2020-01-07	2021-12-01
	KYNDRYL HOLDINGS INC	P	2021-02-01	2021-12-01
	L3 HARRIS TECHNOLOGIES INC	P	2017-05-01	2021-12-01
	MCKESSON CORP	P	2010-10-19	2021-12-01
	MCKESSON CORP	P	2019-02-07	2021-12-01
	NORTHROP GRUMMAN CORP	P	2019-04-23	2021-12-01
	NXP SEMICONDUCTORS	P	2019-02-07	2021-12-01
	ORACLE CORPORATION	P	2020-03-20	2021-12-01
	PUBLIC SERVICE ENTERPRISE GROUP INC	P	2012-02-29	2021-12-01
	PEPSICO INC	P	2017-08-07	2021-12-01
	PARKER HANNIFIN CORP	P	2017-05-01	2021-12-01
	PERRIGO CO PLC	P	2015-06-22	2021-12-01
	PERRIGO CO PLC	P	2016-04-20	2021-12-01
	PERRIGO CO PLC	P	2017-05-01	2021-12-01
	PERRIGO CO PLC	P	2018-06-11	2021-12-01
	AT & T INC	P	2017-08-07	2021-12-01
	AT & T INC	P	2019-02-07	2021-12-01
	AT & T INC	P	2021-02-01	2021-12-01
	AT & T INC	P	2021-04-26	2021-12-01
	TRUIST FINANCIAL CORP	P	2018-04-18	2021-12-01
	TARGET CORP	P	2008-04-25	2021-12-01
	TARGET CORP	P	2017-05-01	2021-12-01
	TYSON FOODS INC CLASS A	P	2019-02-07	2021-12-01
	WALMART INC	P	1997-10-27	2021-12-01
	WALMART INC	P	2011-05-26	2021-12-01
	ENERGY SELECT SECTOR SPDR	P	2021-04-26	2021-12-01
	APPLE INC	P	2011-05-03	2021-12-29
	ABBVIE INC	P	2020-05-08	2021-12-29
	AMERISOURCEBERGEN CORP	P	2016-09-21	2021-12-29
	ALLSTATE CORP	P	2010-09-15	2021-12-29
	AMGEN INC	P	2017-05-01	2021-12-29
	AMERIPRISE FINANCIAL INC.	P	2012-06-08	2021-12-29
	AMERICAN TOWER CORP REIT	P	2021-04-26	2021-12-29
	BIOGEN INC	P	2014-12-24	2021-12-29
	CAPITAL ONE FINL CORP	P	2012-04-04	2021-12-29
	CISCO SYSTEMS INC	P	2020-01-07	2021-12-29
	COGNIZANT TECHNOLOGY SOLUTIONS CORP	P	2019-02-07	2021-12-29
	META PLATFORMS INC CL A	P	2021-12-02	2021-12-29
	FIRSTENERGY CORP	P	2018-06-11	2021-12-29
	FISERV INC	P	2010-09-15	2021-12-29
	FISERV INC	P	2021-02-01	2021-12-29
	GILEAD SCIENCES INC	P	2017-05-01	2021-12-29
	INTERNATIONAL BUSINESS MACHINES CORP	P	2016-09-21	2021-12-29
	ILLINOIS TOOL WKS INC	P	2019-02-07	2021-12-29
	ISHARES DJ U.S. REAL ESTATE ETF	P	2017-05-01	2021-12-29
	LYONDELLBASELL INDUSTRIES NV	P	2019-02-07	2021-12-29
	MANPOWERGROUP INC	P	2016-09-21	2021-12-29
	MCKESSON CORP	P	2010-10-19	2021-12-29
	METLIFE INC	P	2010-09-15	2021-12-29
	NORTHROP GRUMMAN CORP	P	2019-04-23	2021-12-29
	OMNICOM GROUP	P	2021-12-01	2021-12-29
	PEPSICO INC	P	2017-08-07	2021-12-29
	PARKER HANNIFIN CORP	P	2017-05-01	2021-12-29
	TRAVELERS COMPANIES INC	P	2010-04-16	2021-12-29
	TYSON FOODS INC CLASS A	P	2019-02-07	2021-12-29
	UNUM GROUP	P	2018-06-11	2021-12-29
	UNUM GROUP	P	2019-06-24	2021-12-29
	UNUM GROUP	P	2020-01-07	2021-12-29
	VALERO ENERGY CORP	P	2016-03-15	2021-12-29
	VALERO ENERGY CORP	P	2019-02-07	2021-12-29
	VERIZON COMMUNICATIONS	P	2021-12-01	2021-12-29
	WALGREENS BOOTS ALLIANCE INC	P	2014-12-24	2021-12-29
	ENERGY SELECT SECTOR SPDR	P	2021-04-26	2021-12-29
	APPLE INC	P	2011-05-03	2022-03-22
	ABBVIE INC	P	2021-02-01	2022-03-22
	AMERISOURCEBERGEN CORP	P	2016-09-21	2022-03-22
	AMERISOURCEBERGEN CORP	P	2021-12-01	2022-03-22
	ALLSTATE CORP	P	2010-09-15	2022-03-22
	AMGEN INC	P	2017-05-01	2022-03-22
	AMERIPRISE FINANCIAL INC.	P	2012-06-08	2022-03-22
	BEST BUY COMPANY INC	P	2016-03-15	2022-03-22
	BEST BUY COMPANY INC	P	2019-02-07	2022-03-22
	BEST BUY COMPANY INC	P	2021-02-01	2022-03-22
	BEST BUY COMPANY INC	P	2021-12-01	2022-03-22
	BEST BUY COMPANY INC	P	2021-12-29	2022-03-22
	BIOGEN INC	P	2014-12-24	2022-03-22
	BIOGEN INC	P	2016-04-20	2022-03-22
	BIOGEN INC	P	2017-05-01	2022-03-22
	BIOGEN INC	P	2018-06-11	2022-03-22
	BIOGEN INC	P	2019-06-24	2022-03-22
	BIOGEN INC	P	2021-04-26	2022-03-22
	BIOGEN INC	P	2021-12-01	2022-03-22
	COGNIZANT TECHNOLOGY SOLUTIONS CORP	P	2019-02-07	2022-03-22
	ECOLAB INC	P	2015-09-25	2022-03-22
	ECOLAB INC	P	2021-04-26	2022-03-22
	ECOLAB INC	P	2021-12-29	2022-03-22
	FIRSTENERGY CORP	P	2018-06-11	2022-03-22
	INTERNATIONAL BUSINESS MACHINES CORP	P	2016-09-21	2022-03-22
	ILLINOIS TOOL WKS INC	P	2019-02-07	2022-03-22
	ILLINOIS TOOL WKS INC	P	2021-04-26	2022-03-22
	L3 HARRIS TECHNOLOGIES INC	P	2017-05-01	2022-03-22
	L3 HARRIS TECHNOLOGIES INC	P	2021-02-01	2022-03-22
	LYONDELLBASELL INDUSTRIES NV	P	2017-05-01	2022-03-22
	LYONDELLBASELL INDUSTRIES NV	P	2019-02-07	2022-03-22
	MCKESSON CORP	P	2010-10-19	2022-03-22
	METLIFE INC	P	2010-09-15	2022-03-22
	METLIFE INC	P	2010-10-19	2022-03-22
	MERCK & CO INC	P	2021-12-29	2022-03-22
	NORTHROP GRUMMAN CORP	P	2019-04-23	2022-03-22
	OMNICOM GROUP	P	2021-12-01	2022-03-22
	TRUIST FINANCIAL CORP	P	2018-04-18	2022-03-22
	TRUIST FINANCIAL CORP	P	2021-04-26	2022-03-22
	TRUIST FINANCIAL CORP	P	2021-12-29	2022-03-22
	TARGET CORP	P	2008-04-25	2022-03-22
	TARGET CORP	P	2021-02-01	2022-03-22
	TRAVELERS COMPANIES INC	P	2010-04-16	2022-03-22
	UNUM GROUP	P	2020-01-07	2022-03-22
	VALERO ENERGY CORP	P	2016-03-15	2022-03-22
	VALERO ENERGY CORP	P	2016-09-21	2022-03-22
	VALERO ENERGY CORP	P	2021-04-26	2022-03-22
	VALERO ENERGY CORP	P	2021-12-01	2022-03-22
	VERIZON COMMUNICATIONS	P	2021-12-01	2022-03-22
	ENERGY SELECT SECTOR SPDR	P	2021-04-26	2022-03-22
	BIOGEN INC	P	2021-12-01	2022-03-22
	UNUM GROUP	P	2010-10-19	2022-03-22
	UNUM GROUP	P	2010-10-19	2022-03-22
	VALERO ENERGY CORP	P	2021-12-01	2022-03-22
	T ROWE PRICE EMERG MRKT ST-I	P	2018-01-18	2022-04-21
	WESTERN ASSET CORE PLUS BOND FUND-IS	P	2021-02-01	2022-04-21
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	11,070	7,938	3,132
b	15,847	2,809	13,038
c	5,763	973	4,790
d	1,304	1,267	37
e	155,069	104,694	50,375
	67,797	44,094	23,703
	8,382	9,260	-878
	5,586	2,242	3,344
	13,322	11,323	1,999
	188,225	137,437	50,788
	11,442	14,708	-3,266
	26,674	9,437	17,237
	8,882	4,454	4,428
	20,686	16,404	4,282
	13,476	13,316	160
	70,639	46,160	24,479
	1,004	687	317
	19,756	11,480	8,276
	4,265	3,173	1,092
	9,538	2,020	7,518
	4,389	10,183	-5,794
	837	1,853	-1,016
	1,074	2,163	-1,089
	600	1,086	-486
	15,719	9,828	5,891
	3,255	921	2,334
	18,443	11,178	7,265
	19,208	16,141	3,067
	29,404	11,642	17,762
	58,286	29,379	28,907
	16,367	7,992	8,375
	29,831	21,618	8,213
	5,922	3,174	2,748
	17,462	89,800	-72,338
	12,601	45,171	-32,570
	54,905	112,970	-58,065
	12,601	25,762	-13,161
	69,658	120,337	-50,679
	64,858	84,589	-19,731
	40,076	51,746	-11,670
	6,810	9,512	-2,702
	4,423	3,859	564
	18,197	3,987	14,210
	30,329	6,986	23,343
	14,582	10,847	3,735
	8,969	1,018	7,951
	3,450	1,364	2,086
	25,585	22,630	2,955
	58,317	4,024	54,293
	20,999	12,951	8,048
	20,638	12,757	7,881
	11,211	2,899	8,312
	14,820	10,583	4,237
	7,608	1,216	6,392
	7,216	6,335	881
	14,370	17,271	-2,901
	4,372	1,682	2,690
	10,540	7,784	2,756
	8,531	6,838	1,693
	17,143	15,486	1,657
	2,260	1,653	607
	230,024	29,601	200,423
	27,645	28,340	-695
	4,050	3,756	294
	6,684	7,354	-670
	2,472	1,351	1,121
	1,730	1,190	540
	2,314	2,125	189
	6,898	4,821	2,077
	18,656	4,604	14,052
	10,022	5,763	4,259
	7,703	5,869	1,834
	18,017	16,464	1,553
	864	584	280
	4,764	2,380	2,384
	8,643	2,875	5,768
	4,324	2,932	1,392
	7,656	12,251	-4,595
	494	645	-151
	3,458	3,983	-525
	6,698	5,744	954
	372	420	-48
	6,023	5,741	282
	15,371	22,771	-7,400
	7,250	6,259	991
	2,529	186	2,343
	27,855	17,901	9,954
	194,318	104,940	89,378
	7,620	5,752	1,868
	16,446	3,662	12,784
	3,539	2,442	1,097
	131,879	20,915	110,964
	176,250	56,814	119,436
	23,818	14,031	9,787
	44,658	48,193	-3,535
	37,711	39,286	-1,575
	32,749	33,510	-761
	59,856	90,705	-30,849
	10,501	12,409	-1,908
	10,501	13,789	-3,288
	4,200	6,248	-2,048
	26,253	30,084	-3,831
	15,752	20,456	-4,704
	5,251	5,866	-615
	34,179	26,632	7,547
	86,302	54,563	31,739
	4,403	5,691	-1,288
	881	1,177	-296
	654	451	203
	10,299	11,786	-1,487
	102,975	65,501	37,474
	6,370	6,845	-475
	18,803	9,828	8,975
	3,761	2,598	1,163
	524	418	106
	14,140	11,476	2,664
	32,975	6,752	26,223
	1,404	720	684
	9,474	4,846	4,628
	791	772	19
	20,058	13,206	6,852
	62,213	49,727	12,486
	129,151	111,655	17,496
	2,976	2,918	58
	893	882	11
	25,580	6,113	19,467
	7,785	6,429	1,356
	15,463	4,443	11,020
	15,007	14,571	436
	40,825	27,913	12,912
	33,632	19,984	13,648
	3,737	2,823	914
	3,737	2,725	1,012
	18,865	18,472	393
	267,481	170,205	97,276
	11,551	12,906	-1,355
	9,398	7,350	2,048
	606	474	132
	467	341	126
	98,152	123,653	-25,501
	99,229	119,461	-20,232
	888,067		888,067

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			3,132
b			13,038
c			4,790
d			37
e			50,375
			23,703
			-878
			3,344
			1,999
			50,788
			-3,266
			17,237
			4,428
			4,282
			160
			24,479
			317
			8,276
			1,092
			7,518
			-5,794
			-1,016
			-1,089
			-486
			5,891
			2,334
			7,265
			3,067
			17,762
			28,907
			8,375
			8,213
			2,748
			-72,338
			-32,570
			-58,065
			-13,161
			-50,679
			-19,731
			-11,670
			-2,702
			564
			14,210
			23,343
			3,735
			7,951
			2,086
			2,955
			54,293
			8,048
			7,881
			8,312
			4,237
			6,392
			881
			-2,901
			2,690
			2,756
			1,693
			1,657
			607
			200,423
			-695
			294
			-670
			1,121
			540
			189
			2,077
			14,052
			4,259
			1,834
			1,553
			280
			2,384
			5,768
			1,392
			-4,595
			-151
			-525
			954
			-48
			282
			-7,400
			991
			2,343
			9,954
			89,378
			1,868
			12,784
			1,097
			110,964
			119,436
			9,787
			-3,535
			-1,575
			-761
			-30,849
			-1,908
			-3,288
			-2,048
			-3,831
			-4,704
			-615
			7,547
			31,739
			-1,288
			-296
			203
			-1,487
			37,474
			-475
			8,975
			1,163
			106
			2,664
			26,223
			684
			4,628
			19
			6,852
			12,486
			17,496
			58
			11
			19,467
			1,356
			11,020
			436
			12,912
			13,648
			914
			1,012
			393
			97,276
			-1,355
			2,048
			132
			126
			-25,501
			-20,232
			888,067

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	1,866,809
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	30,021
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	30,021
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	35,000
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	35,000
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	4,979
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax4,979	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

FIRST HORIZON TRUST DEPARTMENT Telephone no. bullet

(423) 757-4446

Located at bullet

701 MARKET STREETCHATTANOOGATN ZIP+4 bullet

37402

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-)
DR FRANK C KIMSEY	DIRECTOR 5.00	15,104
1511 CARROLL LN CHATTANOOGA,TN37405	DIRECTOR 5.00	15,104
DR JOHN F BOXELL	DIRECTOR 5.00	12,358
100 E THIRD ST CHATTANOOGA,TN37403	DIRECTOR 5.00	12,358
HAROLD G ROBERTSON	DIRECTOR 5.00	0
701 MARKET ST CHATTANOOGA,TN37402	DIRECTOR 5.00	0

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
FIRST HORIZON BANK	TRUSTEE	187,304
701 MARKET STREET CHATTANOOOGA,TN37402	TRUSTEE	187,304

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	PAYMENTS FOR INDIGENT CARE CANCER PATIENTS,RESEARCH,EQUIPMENT FOR ONCOLOGY	1,651,948
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...................

27,779,276

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

185,707

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

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

27,964,983

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

27,964,983

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

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

419,475

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

27,545,508

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

1,377,275

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

1,377,275

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

30,021

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

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

30,021

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

1,347,254

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

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

1,347,254

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

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

1,347,254

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					1,347,254
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......
b From 2017......
c From 2018......	133,441
d From 2019......
e From 2020......	53,131
f Total of lines 3a through e ........		186,572
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,734,181
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.....					1,347,254
e Remaining amount distributed out of corpus		386,927
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		573,499
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) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		573,499
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....	133,441
c Excess from 2019....
d Excess from 2020....	53,131
e Excess from 2021....	386,927

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here bullet

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

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

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

cAny submission deadlines:

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

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
CHATTANOOGA TUMOR CLINIC 605 GLENWOOD DRIVE SUITE 412 CHATTANOOGA,TN37404		PC	TO PROVIDE CANCER-RELATED SERVICES TO THE UNDERSERVED CANCER PATIENT POPULATION IN THE CHATTANOOGA REGION.	285,000
AUSTIN HATCHER FOUNDATION FOR PEDIATRIC CANCER 232 EAST 11TH STREET SUITE 100 CHATTANOOGA,TN37402		PC	TO FUND FREE PSYCHO-ONCOLOGY, INDUSTRIAL ARTS, FAMILY PROGRAMS AND OCCUPATIONAL THERAPY SERVICES FOR CHILDREN WITH CANCER.	231,501
CHI MEMORIAL FOUNDATION 2525 DE SALES AVENUE CHATTANOOGA,TN37404		PC	TO BE USED TOWARD INDIGENT CANCER PATIENT SCREENINGS. TO HELP PROVIDE ANEW BREATH EASY MOBILE LUNG SCREENING COACH	600,000
CHILDREN'S HOSPITAL AT ERLANGER 975 EAST THIRD STREET SUITE B-508 CHATTANOOGA,TN37403		PC	TO HELP BENEFIT INDIGENT PEDIATRIC CANCER PATIENTS IN THE CHATTANOOGA AREA.	6,000
ERLANGER HEALTH FOUNDATION 975 EAST THIRD STREET SUITE B-508 CHATTANOOGA,TN37403		PC	TO FUND LOW DOSE CT LUNG SCREENINGS FOR UNISURED PATIENTS	39,447
ST JUDES RESEARCH HOSPITAL 501 ST JUDE PLACE MEMPHIS,TN38105		PC	TO FUND PROTON THERAPY TREATMENT AND RESEARCH	25,000
THE HAPPY SHOES PROJECT 9581 HASTINGS WAY OOLTEWAH,TN37363		PC	TO FUND INDIGENT CANCER PATIENTS	20,000
WELCOME HOME OF CHATTANOOGA PO BOX 4247 CHATTANOOGA,TN37405		PC	TO FUND 2020 CAREGIVING PROGRAM FOR INDIGENT CANCER PATIENTS	445,000
Total ................................. 3a				1,651,948

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 ...........
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	1,866,809
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		2,328,345	224,948

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

2,553,293

(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.)
4	DIVIDEND AND INTEREST INCOME TO FUND CHARITABLE GRANTS
8	SALES OF SECURITIES TO FUND CHARITABLE GRANTS

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:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	17,600	0		17,600

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Name of Stock	End of Year Book Value	End of Year Fair Market Value
OTHER CORPORATE STOCK	6,731,314	8,913,135

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
MUTUAL FUNDS	AT COST	16,583,901	17,096,687

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PROGRAM SERVICES	224,948		224,948

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TRUSTEE FEES	187,304	168,574		18,730

- TIN:

TY 2021 TaxesSchedule

Name:

ORION & EMMA B HURLBUT TR

FBO MEMORIAL FD

EIN:

62-6034546

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN INVESTMENT TAXES	575	0		575
FEDERAL EXCISE TAXES	45,328	0		45,328