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
R E STOUFFER TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

25-6083696
B Telephone number (see instructions)

(610) 371-2091
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$5,856,161J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,172 1,172  
4 Dividends and interest from securities... 101,090 100,721  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,008,811
b Gross sales price for all assets on line 6a 3,074,458
7 Capital gain net income (from Part IV, line 2)... 1,008,811
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........ 1,111,073 1,110,704  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,235 23,117   23,118
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 5,996 0 0 5,996
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,489 920   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 2 2    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 54,722 24,039 0 29,114
25 Contributions, gifts, grants paid....... 71,784 71,784
26 Total expenses and disbursements. Add lines 24 and 25 126,506 24,039 0 100,898
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 984,567
b Net investment income (if negative, enter -0-) 1,086,665
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.............   301 301
2 Savings and temporary cash investments......... 239,382 120,684 120,684
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) 373,089    
b Investments—corporate stock (attach schedule)....... 948,533 Click to see attachment2,199,078 3,210,344
c Investments—corporate bonds (attach schedule)....... 1,012,853 Click to see attachment1,168,067 1,195,563
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,116,612 Click to see attachment1,187,078 1,329,269
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,690,469 4,675,208 5,856,161
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........ 3,690,469 4,675,208
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)..... 3,690,469 4,675,208
30 Total liabilities and net assets/fund balances (see instructions). 3,690,469 4,675,208
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,690,469
2
Enter amount from Part I, line 27a .....................
2
984,567
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
172
4
Add lines 1, 2, and 3 ..........................
4
4,675,208
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,675,208
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 455. APPLE COMPUTER CORPORATION COMMON   2014-03-13 2021-02-04
b 50000. APPLE INC 2.400% 5/03/23   2016-03-23 2021-02-04
c 1099.569 ARTISAN MID CAP FUND-INS   2020-08-18 2021-02-04
d 1232.345 ARTISAN INTL VALUE FUND-INS   2020-09-25 2021-02-04
e 956. BANK OF AMER CORP COMMON   2013-12-19 2021-02-04
109. BERKSHIRE HATHAWAY INC CL B   2020-08-18 2021-02-04
462. BOSTON SCIENTIFIC   2020-08-18 2021-02-04
600. CDW CORP   2016-12-07 2021-02-04
1825. CSX CORPORATION   2014-03-13 2021-02-04
485. CISCO SYSTEMS   2018-11-29 2021-02-04
354. COMCAST CORP NEW CL A   2017-02-14 2021-02-04
625. D R HORTON INC   2017-06-12 2021-02-04
86. FACEBOOK INC CL A   2016-12-07 2021-02-04
75000. FEDERAL HOME LOAN BK 2.875% 12/10/21   2014-04-30 2021-02-04
7749.125 HARDING LOEVNER INTL EQ-INST   2017-02-14 2021-02-04
1171.244 HARDING LOEVNER INTL EQ-INST   2020-08-18 2021-02-04
2300. INTEL CORPORATION   2006-08-18 2021-02-04
236. J P MORGAN CHASE & CO   2016-12-07 2021-02-04
580. JOHNSON & JOHNSON   2007-08-03 2021-02-04
300. LAM RESH CORP   2017-02-14 2021-02-04
25. MASTERCARD INC - CLASS A   2017-11-16 2021-02-04
206. MICROSOFT CORPORATION   2014-06-05 2021-02-04
1825. PFIZER INCORPORATED   2010-08-27 2021-02-04
3985.37 PRINCIPAL EDGE MIDCAP-R6   2020-08-18 2021-02-04
250. PROLOGIS INC REIT   2017-06-12 2021-02-04
300. SYSCO CORPORATION   2011-11-28 2021-02-04
50000. U.S. TREASURY NOTES 2.000% 11/15/26   2018-03-09 2021-02-04
25000. U.S. TREASURY NOTES 2.000% 7/31/22   2018-11-29 2021-02-04
76. UNITED HEALTH GROUP INC   2016-12-07 2021-02-04
1300. VERIZON COMMUNICATIONS INC   2009-11-10 2021-02-04
226. VIATRIS INC   2010-08-27 2021-02-04
1. QUALCOMM INC COMMON   2021-02-04 2021-02-10
186. ASSURANT INC   2020-08-18 2021-02-17
96. ECOLABS INC   2021-02-04 2021-03-18
125. INCYTE CORPORATION   2021-02-04 2021-05-04
9075. ISHARES GOLD TRUST   2021-02-04 2021-05-04
25000. COCA-COLA CO/THE 2.250% 9/01/26   2019-10-10 2021-05-20
.2 ORGANON & CO   2020-03-12 2021-06-24
331. CARDINAL HEALTH INC   2020-08-18 2021-08-12
27.2 ORGANON & CO   2021-02-04 2021-08-12
14.8 ORGANON & CO   2020-03-12 2021-08-12
50000. SIMON PROP GP LP 2.625% 6/15/22   2018-03-06 2021-08-25
184. FIDELITY NATL INFORMATION SERVICES   2021-02-04 2021-08-26
50000. STATOIL ASA 3.150% 01/23/22   2015-07-02 2021-10-21
1717.298 INVESCO DEVELOPING MARKETS FUND   2020-08-18 2021-11-15
1888.195 INVESCO DEVELOPING MARKETS FUND   2021-02-04 2021-11-15
85. ALLSTATE CORP   2021-02-04 2021-11-15
147. ALLSTATE CORP   2020-08-18 2021-11-15
237.248 ARTISAN MID CAP FUND-INS   2021-02-10 2021-11-15
608.465 ARTISAN MID CAP FUND-INS   2020-08-18 2021-11-15
53. CHEVRON TEXACO CORP COMMON   2021-02-04 2021-11-15
150. CHEVRON TEXACO CORP COMMON   2017-06-12 2021-11-15
47. COMCAST CORP NEW CL A   2021-02-10 2021-11-15
546. COMCAST CORP NEW CL A   2017-02-14 2021-11-15
43.91 CONESTOGA SMALL CAP-INST   2021-02-10 2021-11-15
27. COSTCO WHOLESALE CORP   2021-02-04 2021-11-15
1438. ISHARES CORE MSCI EMERGING MKTS ETF   2020-08-18 2021-11-15
1667. ISHARES CORE MSCI EMERGING MKTS ETF   2021-02-04 2021-11-15
13. MASTERCARD INC - CLASS A   2021-02-10 2021-11-15
114. MASTERCARD INC - CLASS A   2017-11-16 2021-11-15
262. NEXTERA ENERGY INC   2021-02-04 2021-11-15
404. NVIDIA CORP COMMON   2021-02-04 2021-11-15
891.266 PRINCIPAL EDGE MIDCAP-R6   2021-02-10 2021-11-15
2189.761 PRINCIPAL EDGE MIDCAP-R6   2020-08-18 2021-11-15
38. UNION PACIFIC CORP   2021-02-04 2021-11-15
CAPITAL GAIN DIVIDENDS P    
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(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 61,853   8,715 53,138
b 52,383   49,928 2,455
c 62,972   57,771 5,201
d 50,181   40,328 9,853
e 30,900   15,025 15,875
25,685   22,724 2,961
17,913   18,165 -252
88,883   32,668 56,215
162,130   53,610 108,520
22,830   23,021 -191
18,044   13,438 4,606
48,150   20,868 27,282
22,911   10,109 12,802
76,772   75,207 1,565
224,415   160,670 63,745
33,919   29,000 4,919
134,164   50,396 83,768
32,421   19,733 12,688
93,904   35,518 58,386
154,360   34,711 119,649
8,539   3,756 4,783
49,610   8,437 41,173
63,619   33,127 30,492
65,759   59,382 6,377
26,603   14,347 12,256
22,938   8,393 14,545
53,994   47,620 6,374
25,707   24,690 1,017
25,067   12,137 12,930
71,917   46,104 25,813
4,080   1,893 2,187
146   149 -3
23,391   23,674 -283
19,962   20,056 -94
10,289   11,349 -1,060
154,047   155,431 -1,384
26,688   26,688  
6   7 -1
16,949   17,631 -682
877   973 -96
477   531 -54
50,672   49,763 909
23,650   24,621 -971
50,370   50,071 299
93,352   77,965 15,387
102,642   106,650 -4,008
9,729   9,087 642
16,826   13,943 2,883
15,665   14,000 1,665
40,177   31,969 8,208
6,188   4,816 1,372
17,513   16,142 1,371
2,520   2,460 60
29,279   20,727 8,552
4,189   3,770 419
14,000   9,596 4,404
91,454   76,889 14,565
106,018   111,090 -5,072
4,724   4,344 380
41,423   17,126 24,297
22,821   21,824 997
119,840   55,386 64,454
17,406   15,000 2,406
42,766   32,627 10,139
9,178   7,801 1,377
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
      56,601
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       53,138
b       2,455
c       5,201
d       9,853
e       15,875
      2,961
      -252
      56,215
      108,520
      -191
      4,606
      27,282
      12,802
      1,565
      63,745
      4,919
      83,768
      12,688
      58,386
      119,649
      4,783
      41,173
      30,492
      6,377
      12,256
      14,545
      6,374
      1,017
      12,930
      25,813
      2,187
      -3
      -283
      -94
      -1,060
      -1,384
       
      -1
      -682
      -96
      -54
      909
      -971
      299
      15,387
      -4,008
      642
      2,883
      1,665
      8,208
      1,372
      1,371
      60
      8,552
      419
      4,404
      14,565
      -5,072
      380
      24,297
      997
      64,454
      2,406
      10,139
      1,377
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 1,008,811
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 15,105
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 15,105
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,280
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,378
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 22,658
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,553
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,553 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 ofbulletTRUIST BANK Telephone no.bullet (610) 371-2091

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet32891
    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
    Yes
     
    If "Yes," list the years bullet2020, 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
    Yes
     
    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
    TRUIST BANK TRUSTEE
    4     		46,235    
    PO BOX 919798
    ORLANDO,FL32891
    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
    5,381,944
    b
    Average of monthly cash balances.......................
    1b
    96,793
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,478,737
    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
    5,478,737
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    82,181
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,396,556
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    269,828
    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
    269,828
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    15,105
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    15,105
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    254,723
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    254,723
    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
    254,723
    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 7 254,723
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 131,068
    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...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 100,898
    a Applied to 2020, but not more than line 2a 100,898
    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..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		30,170
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		254,723
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    CHRISTIAN MISSIONS IN MANY LANDS
    PO BOX 13
    SPRING LAKE,NJ077620013     		NONE PC GENERAL OPERATING 35,892
    EMMAUS BIBLE COLLEGE
    C/O BELIEVERS STEWARDSHIP SV INC
    2250 CHANEY RD
    DUBUQUE,IA52001     		NONE PC GENERAL OPERATING 35,892
    Total .................................bullet 3a 71,784
    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 1,172  
    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 1,008,811  
    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) ..   1,111,073  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,111,073
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Name of Bond End of Year Book Value End of Year Fair Market Value
    02665WCZ2 AMERICAN HONDA FINAN 25,198 25,750
    037833AK6 APPLE INC 49,928 51,193
    097023BH7 BOEING CO 50,360 51,783
    166764BD1 CHEVRON CORP 26,274 26,681
    "191216BZ2 THE COCA-COLA CO DT    
    24422ERT8 JOHN DEERE CAPITAL C 25,045 25,556
    25468PDF0 WALT DISNEY COMPANY/ 25,339 26,549
    26442UAA2 DUKE ENERGY PROGRESS 52,067 52,926
    437076BG6 HOME DEPOT INC 75,174 75,576
    637432MV4 NATIONAL RURAL UTIL 49,933 52,030
    74456QBW5 PUBLIC SERVICE ELECT 24,756 25,868
    747525AR4 QUALCOMM INC 75,023 76,399
    808513AL9 CHARLES SCHWAB CORP 75,160 78,836
    808513AY1 CHARLES SCHWAB CORP 26,399 26,309
    "828807DB0 SIMON PROPERTY DTD    
    857477AM5 STATE STREET CORP 75,459 78,913
    857477AT0 STATE STREET CORP 25,657 26,932
    "85771PAF9 STATOIL ASA DTD 11/    
    88579YBB6 3M COMPANY 51,628 52,264
    94974BGA2 WELLS FARGO & COMPAN 75,791 78,876
    89114QCB2 TORONTO-DOMINION BAN 25,261 26,125
    084670BS6 BERKSHIRE HATHAWAY I 54,585 53,395
    3130AFW94 FEDERAL HOME LOAN BA 26,323 25,899
    3135G0S38 FEDERAL NATIONAL MOR 49,995 50,006
    3135G0ZR7 FEDERAL NATIONAL MOR 49,642 52,305
    594918BR4 MICROSOFT CORP 53,259 52,324
    912828B66 UNITED STATES TREASU 24,827 26,038
    912828WJ5 UNITED STATES TREASU 49,289 51,942
    912828ZC7 UNITED STATES TREASU 25,695 25,088

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00724F101 ADOBE INC 59,097 64,645
    "020002101 ALLSTATE CORP COMMO    
    02079K305 ALPHABET INC CL A 33,982 72,426
    023135106 AMAZON.COM INC 136,265 150,045
    031162100 AMGEN INC 30,781 37,570
    037833100 APPLE INC 97,537 279,140
    038222105 APPLIED MATERIALS IN 38,056 67,665
    "04621X108 ASSURANT INC COMMON    
    060505104 BANK OF AMERICA CORP 36,920 76,656
    "084670702 BERKSHIRE HATHAWAY    
    "101137107 BOSTON SCIENTIFIC C    
    "12514G108 CDW CORP OF DELAWAR    
    "126408103 CSX CORP CORPORATIO    
    "14149Y108 CARDINAL HEALTH INC    
    166764100 CHEVRON CORP 28,314 37,317
    "17275R102 CISCO SYSTEMS INC C    
    "20030N101 COMCAST CORP    
    "22822V101 CROWN CASTLE INTL C    
    "23331A109 D.R. HORTON INC D.    
    254687106 DISNEY WALT CO NEW 48,183 49,720
    30303M102 META PLATFORMS INC C 64,759 111,332
    437076102 HOME DEPOT INC 61,774 103,337
    458140100 INTEL CORP 62,332 60,770
    46625H100 JP MORGAN CHASE & CO 49,093 68,091
    478160104 JOHNSON & JOHNSON 35,244 55,085
    "512807108 LAM RESEARCH CORP C    
    "57636Q104 MASTERCARD INC COMM    
    58933Y105 MERCK & CO INC 35,699 37,017
    594918104 MICROSOFT CORP 69,562 282,172
    "717081103 PFIZER INC COMMON    
    "74340W103 PROLOGIS INC. COMMO    
    "871829107 SYSCO CORPORATION C    
    91324P102 UNITEDHEALTH GROUP I 37,809 91,389
    "92343V104 VERIZON COMMUNICATI    
    "92556V106 VIATRIS INC COM    
    92826C839 VISA INC CL A 40,358 53,311
    931142103 WALMART INC 51,003 53,535
    02079K107 ALPHABET INC CL C 93,877 121,531
    05722G100 BAKER HUGHES CO 28,857 28,391
    09247X101 BLACKROCK INC 45,343 51,271
    14040H105 CAPITAL ONE FINANCIA 40,403 49,476
    142339100 CARLISLE COS INC 28,867 43,421
    174610105 CITIZENS FINANCIAL G 34,317 39,123
    22052L104 CORTEVA INC 25,410 27,612
    22160K105 COSTCO WHOLESALE COR 41,467 66,421
    260557103 DOW INC 19,627 19,682
    26614N102 DUPONT DE NEMOURS IN 43,190 44,833
    345370860 FORD MOTOR CO DEL 43,953 46,213
    438516106 HONEYWELL INTERNATIO 31,191 31,902
    45687V106 INGERSOLL-RAND INC 46,477 57,539
    46120E602 INTUITIVE SURGICAL I 36,908 49,583
    46266C105 IQVIA HOLDINGS INC 32,573 47,117
    499049104 KNIGHT-SWIFT TRANSN 40,741 50,763
    617446448 MORGAN STANLEY 33,951 44,172
    65339F101 NEXTERA ENERGY INC 32,392 36,410
    654106103 NIKE INC-CLASS B 57,185 66,335
    66987V109 NOVARTIS AG SPONSORE 18,107 17,669
    693475105 PNC FINL SVCS GROUP 46,726 57,549
    723787107 PIONEER NATURAL RESO 41,019 44,379
    747525103 QUALCOMM INC 47,128 57,238
    74762E102 QUANTA SERVICES INC 34,389 49,648
    883556102 THERMO FISHER SCIENT 64,423 84,739
    892356106 TRACTOR SUPPLY CO 34,556 52,492
    907818108 UNION PAC CORP 40,024 49,126
    983919101 XILINX INC 31,614 46,011
    G6564A105 NOMAD FOODS LTD 30,775 30,392
    G8994E103 TRANE TECHNOLOGIES P 36,820 48,083

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

     
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    04314H600 ARTISAN MID CAP FUND AT COST 78,260 79,064
    04314H857 ARTISAN INTERNATIONA AT COST 267,171 314,860
    207019704 CONESTOGA FDS SMALL AT COST 101,756 125,401
    74256W527 PRINCIPAL EDGE MIDCA AT COST 75,991 75,175
    00143W859 INVESCO DEVELOPING M AT COST 40,035 41,446
    "412295107 HARDING LOEVNER INT      
    464287804 ISHARES CORE S&P SMA AT COST 93,556 131,916
    46434G103 ISHARES CORE MSCI EM AT COST 40,316 45,134
    09250J734 BLACKROCK EVENT DRIV AT COST 119,240 119,240
    22822V101 CROWN CASTLE INTERNA AT COST 30,095 37,573
    253868103 DIGITAL REALTY TRUST AT COST 23,656 28,830
    38147N293 GOLDMAN SACHS GQG PA AT COST 317,002 330,630

    TY 2021 LegalFeesSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 2,996     2,996
    LEGAL FEES - INCOME (ALLOCABLE 3,000     3,000


    TY 2021 OtherExpensesSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 2 2   0


    TY 2021 OtherIncreasesSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Description Amount
    ADJUSTMENT TO INCOME 135
    2020 TRANSACTION POSTED IN 2021 2
    COST BASIS ADJUSTMENT 35


    TY 2021 TaxesSchedule
    Name:
    R E STOUFFER TUW
    EIN:
    25-6083696
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 197 197   0
    FEDERAL TAX PAYMENT - PRIOR YE 429 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,140 0   0
    FOREIGN TAXES ON QUALIFIED FOR 610 610   0
    FOREIGN TAXES ON NONQUALIFIED 113 113   0