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
EDWARD E & LILLIAN H BISHOP FDN
 
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

51-6017762
B Telephone number (see instructions)

(302) 651-1942
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$193,318,959J 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) 192,434
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,042 36  
4 Dividends and interest from securities... 3,346,363 3,223,359  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,133,430
b Gross sales price for all assets on line 6a 20,824,474
7 Capital gain net income (from Part IV, line 2)... 10,133,430
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........ 13,673,269 13,356,825  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 577,240     132,500
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 98,266 19,883 0 78,383
b Accounting fees (attach schedule)....... Click to see attachment 28,075 1,500 0 26,575
c Other professional fees (attach schedule).... Click to see attachment 355,151 148,247   206,905
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 128,353 83,533   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 20,694     20,694
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,207,779 253,163 0 465,057
25 Contributions, gifts, grants paid....... 2,665,950 2,665,950
26 Total expenses and disbursements. Add lines 24 and 25 3,873,729 253,163 0 3,131,007
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,799,540
b Net investment income (if negative, enter -0-) 13,103,662
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............. 320,660 1,492,630 1,492,630
2 Savings and temporary cash investments......... 4,114,895 2,770,430 2,770,430
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)....... 61,672,566 67,317,785 148,698,954
c Investments—corporate bonds (attach schedule)....... 14,528,518 17,796,494 35,677,291
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,449,025 3,495,392 4,679,654
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) 83,085,664 92,872,731 193,318,959
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........ 83,033,680 92,820,747
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 51,984 51,984
29 Total net assets or fund balances (see instructions)..... 83,085,664 92,872,731
30 Total liabilities and net assets/fund balances (see instructions). 83,085,664 92,872,731
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
83,085,664
2
Enter amount from Part I, line 27a .....................
2
9,799,540
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,809
4
Add lines 1, 2, and 3 ..........................
4
92,890,013
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
17,282
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
92,872,731
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 20000. AON PLC 2.800% 3/15/21   2015-11-23 2021-02-15
b 1350. AT&T INC   2016-12-01 2021-10-20
c 1127. ACTIVISION BLIZZARD INC   2020-09-10 2021-04-21
d 100000. ALBUQUERQUE NM MUN 3.000% 8/01/21   2010-11-01 2021-08-01
e .95 ANALOG DEVICES INCORPORATED   2014-01-02 2021-09-24
20000. APPLE COMPUTER INC COMMON     2021-01-19
3800. AUTOMATIC DATA PROCESSING INC     2021-01-19
300. BLACKROCK INCORPORATED CLASS A     2021-01-19
14000. CVS HEALTH CORP 3.350% 3/09/21     2021-03-09
12500. CHEVRONTEXACO CORP     2021-01-19
6000. CISCO SYS INC COM     2021-01-19
30000. CITIGROUP INC V-Q 2.312% 11/04/22   2019-11-21 2021-11-04
2000. COCA COLA COMPANY   2013-02-04 2021-01-19
500. COSTCO WHOLESALE CORPORATION     2021-01-19
30000. DTE ENERGY CO 3.700% 8/01/23   2019-12-04 2021-07-01
1500. DANAHER CORPORATION     2021-01-19
100000. ENERGY NORTHWEST WA 5.000% 7/01/21     2021-07-01
15000. ENTERPRISE PRODU 2.800% 1/31/30     2021-10-20
10000. EXELON GENERATION 4.250% 6/15/22   2014-01-29 2021-07-21
25000. EXXON MOBIL CORP COM     2021-01-19
5000. EXXON MOBIL CORP COM   1962-11-06 2021-04-21
1000. META PLATFORMS, INC-A   2021-07-21 2021-10-20
10000. HONEYWELL INTERNAT 0.483% 8/19/22   2020-08-17 2021-08-19
20000. IBM CREDIT CORP 3.600% 11/30/21   2019-02-01 2021-03-26
6000. INTEL CORPORATION   2007-06-01 2021-01-19
1800. ISHARES TIPS BOND ETF     2021-01-19
3000. ISHARES RUSSELL 1000 GROWTH ETF   2010-07-27 2021-04-21
3800. ISHARES RUSSELL 2000 GROWTH ETF   2017-02-13 2021-01-19
4000. J P MORGAN CHASE & CO COM     2021-01-19
3000. JOHNSON & JOHNSON COMMON ~     2021-01-19
2000. MERCK & CO INC   2015-02-17 2021-01-19
4000. METLIFE INCORPORATED     2021-01-19
33814.79 METWEST TOTAL RETURN BOND FD CL I     2021-04-21
21130.265 METWEST TOTAL RETURN BOND FD CL I     2021-04-21
81679.395 METWEST TOTAL RETURN BOND FD CL I   2020-10-23 2021-07-21
8818.342 METWEST TOTAL RETURN BOND FD CL I   2020-05-05 2021-07-21
60000. MONROE IN CENT SCH 3.250% 7/15/21   2010-09-22 2021-01-15
60000. MONROE IN CENT SCH 3.250% 7/15/21   2010-09-22 2021-07-15
3600. NEXTERA ENERGY INC   1994-06-08 2021-01-19
177514.032 NUVEEN SHORT DUR H/Y MUNI CL I     2021-01-19
6000. ORACLE CORPORATION     2021-01-19
.5 ORGANON & CO   2015-02-17 2021-06-14
1546. ORGANON & CO     2021-07-21
10000. PECO ENERGY CO 1.700% 9/15/21   2016-09-14 2021-09-15
2700. PNC FINANCIAL SERVICES GROUP INC     2021-01-19
1500. PEPSICO INC COMMON ~     2021-01-19
1000. PEPSICO INC COMMON ~     2021-10-20
15000. PFIZER INCORPORATED     2021-01-19
708. PHILIP MORRIS INTL INC   2009-04-01 2021-01-19
1500. PROCTER & GAMBLE CO COM     2021-01-19
1500. PROCTER & GAMBLE CO COM     2021-10-20
15000. SUNTRUST BANKS INC 2.700% 1/27/22   2017-02-01 2021-12-27
1100. SYSCO CORP COMMON     2021-01-19
2800. 3M CO     2021-01-19
1600. THE TRAVELERS COMPANIES INC     2021-01-19
4600. VANGUARD INT-TRM BOND ETF   2019-08-08 2021-07-21
40431.267 VANGUARD INT-TRM TAX EXMPT CL ADML   2019-03-11 2021-04-21
40241.449 VANGUARD INT-TRM TAX EXMPT CL ADML     2021-07-21
2230. VERIZON COMMUNICATIONS     2021-04-21
10705. VIATRIS INC     2021-01-19
2000. WALGREENS BOOTS ALLIANCE INC     2021-01-19
30000. WELLS FARGO & CO MTN 2.100% 7/26/21     2021-07-26
100000. WESTCHESTER CNTY NY 5.000% 1/01/21   2017-10-20 2021-01-01
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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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 20,000   20,000  
b 35,048   52,141 -17,093
c 104,594   90,612 13,982
d 100,000   100,000  
e 165   42 123
2,544,962   201,957 2,343,005
611,813   150,150 461,663
219,144   158,752 60,392
14,000   14,000  
1,180,618   79,373 1,101,245
270,259   133,553 136,706
30,000   30,000  
96,616   74,890 21,726
177,488   72,770 104,718
31,967   30,792 1,175
355,555   67,991 287,564
100,000   100,000  
15,571   14,991 580
10,238   9,908 330
1,229,123   31,478 1,197,645
274,319   6,140 268,179
340,251   341,533 -1,282
10,000   10,000  
20,464   20,072 392
348,746   134,250 214,496
229,066   203,535 25,531
772,407   148,712 623,695
1,185,305   608,821 576,484
556,300   312,380 243,920
486,427   94,924 391,503
166,233   117,732 48,501
208,071   191,064 17,007
369,258   392,220 -22,962
230,742   221,946 8,796
902,557   945,847 -43,290
97,443   100,000 -2,557
60,000   60,000  
60,000   60,000  
296,678   14,398 282,280
1,819,519   1,775,000 44,519
367,972   268,382 99,590
15   14 1
45,920   33,102 12,818
10,000   10,000  
419,698   336,251 83,447
213,453   95,254 118,199
161,594   58,950 102,644
551,731   116,526 435,205
58,037   25,291 32,746
201,940   129,982 71,958
212,630   102,053 110,577
15,000   15,000  
82,997   32,999 49,998
470,540   223,653 246,887
229,127   187,508 41,619
417,878   402,983 14,895
600,000   568,464 31,536
600,000   571,421 28,579
130,203   95,310 34,893
185,563   9,777 175,786
96,459   86,083 10,376
30,000   30,000  
100,000   100,000  
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
      42,770
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        
b       -17,093
c       13,982
d        
e       123
      2,343,005
      461,663
      60,392
       
      1,101,245
      136,706
       
      21,726
      104,718
      1,175
      287,564
       
      580
      330
      1,197,645
      268,179
      -1,282
       
      392
      214,496
      25,531
      623,695
      576,484
      243,920
      391,503
      48,501
      17,007
      -22,962
      8,796
      -43,290
      -2,557
       
       
      282,280
      44,519
      99,590
      1
      12,818
       
      83,447
      118,199
      102,644
      435,205
      32,746
      71,958
      110,577
       
      49,998
      246,887
      41,619
      14,895
      31,536
      28,579
      34,893
      175,786
      10,376
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 10,133,430
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........................... 3 182,141
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- ..... 5 182,141
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,560
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 8240 7 44,560
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 9 137,581
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 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
     
    No
    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)
    bulletDE
    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, ATTN CARLO LOMBORDI Telephone no.bullet (302) 651-1942

    Located atbullet1100 N MARKET ST DE3-C070WILMINGTONDE ZIP+4bullet19890
    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)
    Yes
     
    (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
     
    No
    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
    BURDETTE R PARENT CO-TRUSTEE
    10     		37,500    
    1301 6TH AVENUE W SUITE 600
    BRANDENTON,FL34205
    ROBERT G BLALOCK CO-TRUSTEE
    10     		45,000    
    802 11TH STREET W
    BRANDENTON,FL34209
    MARY E JARRELL CO-TRUSTEE
    10     		37,500    
    4000 RIVERVIEW BLVD
    BRANDENTON,FL34209
    WILMINGTON TRUST COMPANY CO-TRUSTEE
    10     		444,740    
    1100 N MARKET STREET
    WILMINGTON,DE198900001
    RICHARD PRATT CO-TRUSTEE
    10     		12,500    
    1111 9TH AVENUE
    BRADENTON,FL34205
    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
    160,743,817
    b
    Average of monthly cash balances.......................
    1b
    4,177,817
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    164,921,634
    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
    164,921,634
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,473,825
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    162,447,809
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    8,122,390
    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
    8,122,390
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    182,141
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    182,141
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,940,249
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,940,249
    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
    7,940,249
    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 7,940,249
    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...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 371,618
    f Total of lines 3a through e ........ 371,618
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,131,007
    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..... 3,131,007
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 371,618 371,618
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,437,624
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    WILMINGTON TRUST CO ATTN CARLO LOM
    1100 N MARKET ST
    WILMINGTON,DE19890
    (302) 651-1942
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER TO TRUSTEE INDICATING AMOUNT REQUESTED AND CHARITABLE PURPOSE
    cAny submission deadlines:
    APRIL 30TH EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE MADE AS SELECTED BY TRUSTEES
    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
    NATE'S HONOR ANIMAL RESCUE
    4951 LORRAINE RD
    BRADENTON,FL34211     		NONE PUBLIC CHARITY GENERAL PURPOSES 35,000
    BOYS &GIRLS CLUB OF MANATEE CNTY
    5236 30TH ST W 2ND FL
    BRADENTON,FL34207     		NONE PUBLIC CHARITY GENERAL PURPOSES 100,000
    BRADENTON CHRISTIAN SCHOOL
    3304 43RD ST W
    BRADENTON,FL34209     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    CENTERSTONE OF FLORIDA
    2020 26TH AVE E
    BRADENTON,FL34208     		NONE PUBLIC CHARITY GENERAL PURPOSES 300,000
    COMMUNITY COALITION ON HOMELESSNESS
    701 17TH AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 120,450
    EASTER SEAL OF SOUTHWEST FLORIDA
    350 BRADEN AVE
    SARASOTA,FL34243     		NONE PUBLIC CHARITY GENERAL PURPOSES 75,000
    FOUNDATION OF DREAMS INC
    16110 DREAM OAKS PLACE
    BRADENTON,FL34212     		NONE PUBLIC CHARTITY GENERAL PURPOSES 10,000
    MANTEE CHILDREN'S SERVICES INC
    1227 9TH AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 48,000
    MANATEE COMMUNITY FOUNDATION
    2820 MANATEE AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 200,000
    MANATEE COUNTY FAMILY YMCA
    5100 LAKEWOOD RANCH BLVD
    BRADENTON,FL34211     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    MANATEE RIVER PRAM FLEET
    4307 13 ST W
    PALMETTO,FL34221     		NONE PUBLIC CHARITY GENERAL PURPOSES 100,000
    MEALS ON WHEELS PLUS OF MANATEE
    811 23RD AVE E
    BRADENTON,FL34208     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    NEURO CHALLENGE FUND FOR PARKINSON'S
    722 APEX RD SUITE A
    SARASOTA,FL34240     		NONE PUBLIC CHARITY GENERAL PURPOSES 15,000
    PROJECT LIGHT OF MANATEE
    1104 14TH ST W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    REFLECTIONS OF MANATEE INC
    1302 4TH AVE E
    BRADENTON,FL34208     		NONE PUBLIC CHARITY GENERAL PURPOSES 75,000
    RINGLING COLLEGE OF ART AND DESIGN
    2700 N TAMIAMI TRAIL
    SARASOTA,FL34234     		NONE PUBLIC CHARITY GENERAL PURPOSES 50,000
    SALVATION ARMY - MANATEE COUNTY
    1204 14TH ST W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 20,000
    SOUTHEASTERN GUIDE DOGS INC
    4210 77TH ST E
    PALMETTO,FL34221     		NONE PUBLIC CHARITY GENERAL PURPOSES 100,000
    TAKE STOCK IN CHILDREN
    P O BOX 325
    PALMETTO,FL34220     		NONE PUBLIC CHARITY GENERAL PURPOSES 20,000
    THE CENTER FOR ANNA MARIA ISLAND
    P O BOX 253
    ANNA MARIA,FL32416     		NONE PUBLIC CHARITY GENERAL PURPOSES 50,000
    VAN WEZEL FOUNDATION
    777 N TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    WOMEN'S RESOURCE CENTER
    1926 MANATEE AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    MANATEE COUNTY HABITAT FOR HUMANITY
    1901 MANATEE AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 15,000
    MANATEE COUNTY GIRLS CLUB
    DBA JUST FOR GIRLS
    1011 21ST ST E
    BRADENTON,FL34208     		NONE PUBLIC CHARITY GENERAL PURPOSES 50,000
    HUMANE SOCIETY OF LAKEWOOD RANCH INC
    259 GOPHER HILL RD
    MYAKKA CITY,FL342518884     		NONE PUBLIC CHARITY GENERAL PURPOSES 5,000
    PROSPECT RIDING CENTER
    34250 FL-70 EAST
    MYAKKA CITY,FL34251     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    HEALTHY TEENS COALITION OF MANATEE CNTY
    120 40TH ST NW
    BRADENTON,FL34209     		NONE PUBLIC CHARITY GENERAL PURPOSES 20,000
    NEW COLLEGE FOUNDATION
    5800 BAY SHORE ROAD
    SARASOTA,FL34243     		NONE PUBLIC CHARITY GENERAL PURPOSES 12,500
    BRADENTON WOMEN'S CLUB
    1705 MANATEE AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    TRULY VALUED INC
    1119 63RD AVE E
    BRADENTON,FL34203     		NONE PUBLIC CHARITY GENERAL PURPOSES 30,000
    UF FOUNDATION INC
    GIFT PROCESSING
    GAINESVILLE,FL326049949     		NONE PUBLIC CHARITY GENERAL PURPOSES 100,000
    AMERICAN CANCER SOCIETY INC - TAMPA
    PO BOX 17127
    TAMPA,FL33682     		NONE PUBLIC CHARITY GENERAL PURPOSES 156,000
    BEYOND THE SPECTRUM
    73333 INTERNATIONAL PLACE
    SARASOTA,FL34240     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    BIG BROTHERS BIG SISTERS OF
    THE SUN COAST INC
    1000 TAMIAMI TRAIL
    VENICE,FL34285     		NONE PUBLIC CHARITY GENERAL PURPOSES 12,000
    BISHOP MUSEUM OF SCIENCE AND NATURE
    201 10TH ST W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 250,000
    FRIENDS OF THE PELICANS
    9904 SPOONBILL RD E
    BRADENTON,FL34209     		NONE PUBLIC CHARITY GENERAL PURPOSES 10,000
    MANATEE LITERACY COUNCIL
    3501 CORTEX RD W
    BRADENTON,FL34210     		NONE PUBLIC CHARITY GENERAL PURPOSES 2,000
    REALIZE BRADENTON
    1001 MANATEE AVE W
    BRADENTON,FL34205     		NONE PUBLIC CHARITY GENERAL PURPOSES 25,000
    THE FLORIDA CENTER FOR EARLY CHILDHOOD
    4620 17TH ST
    SARASOTA,FL34235     		NONE PUBLIC CHARITY GENERAL PURPOSES 50,000
    UNIDOS NOW
    1750 17TH ST
    SARASOTA,FL34234     		NONE PUBLIC CHARITY GENERAL PURPOSES 30,000
    CHILREN'S GUARDIAN FUND
    PO BOX 49722
    SARASOTA,FL34230     		NONE PUBLIC CHARITY GENERAL PURPOSES 15,000
    SPCA OF MANATEE COUNTY
    5718 21ST AVE W
    BRADENTON,FL34201     		NONE PUBLIC CHARITY GENERAL PURPOSES 430,000
    Total .................................bullet 3a 2,665,950
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,042  
    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 10,133,430  
    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) ..   13,480,835  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    13,480,835
    (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
    EDWARD & LILLIAN BISHOP 004327-000 FOUNDATION COMMON TRUSTEES AND CHECKING ACCOUNT
    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:  
    Part VI Line 7 - Tax Paid with the Original Return: 8,240


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    EDWARD E & LILLIAN H BISHOP FDN
     
    Employer identification number

    51-6017762
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EDWARD E & LILLIAN H BISHOP FDN
          		Employer identification number
    51-6017762
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    EDWARD & LILLIAN BISHOP FDN
    51-6012909
    1100 N MARKET STREET
     
    WILMINGTON, DE198900001

    		$ 192,434


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    EDWARD E & LILLIAN H BISHOP FDN
          		Employer identification number

    51-6017762
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EDWARD E & LILLIAN H BISHOP FDN
          		Employer identification number

    51-6017762
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES FROM WTC 1,500 1,500    
    ACCOUNTING FEES FROM CHECKING 26,575     26,575

    TY 2021 LegalFeesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES FROM WTC 19,883 19,883    
    LEGAL FEES FROM CHECKING 78,383     78,383


    TY 2021 OtherDecreasesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Description Amount
    MUTUAL FUND TIMING DIFFERENCE 17,282


    TY 2021 OtherExpensesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SUPPLIES 3,434 0   3,434
    PRINTING 879 0   879
    REPAIRS 430 0   430
    RENT 9,900 0   9,900
    INSURANCE 2,443 0   2,443
    UTILITIES 3,608 0   3,608


    TY 2021 OtherIncreasesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Description Amount
    NONDIVIDEND DISTRIBUTIONS 2,679
    OTHER CAPITAL CHANGES 2,130


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER PROF FEES FROM WTC 296,493 148,247   148,247
    CONSULTING FEES FROM CHECKING 17,688     17,688
    IT/WEBSITE FROM CHECKING 40,970     40,970


    TY 2021 TaxesSchedule
    Name:
    EDWARD E & LILLIAN H BISHOP FDN
    EIN:
    51-6017762
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 26,500 0   0
    FEDERAL ESTIMATES - PRINCIPAL 18,320 0   0
    FOREIGN TAXES ON QUALIFIED FOR 54,371 54,371   0
    FOREIGN TAXES ON NONQUALIFIED 29,162 29,162   0