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
VORSHECK FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)9293 WINFIELD COURT
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WEEKI WACHEE, FL34613
A Employer identification number

59-3686566
B Telephone number (see instructions)

(352) 592-6233
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$9,391,823
J 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) 440,070
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 161,495 161,495  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 195,896
b Gross sales price for all assets on line 6a 4,284,039
7 Capital gain net income (from Part IV, line 2)... 195,896
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 146 146  
12 Total. Add lines 1 through 11........ 797,607 357,537  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,200 0   5,200
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 9,953 4,898   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 87,378 87,308   70
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,531 92,206   5,270
25 Contributions, gifts, grants paid....... 389,300 389,300
26 Total expenses and disbursements. Add lines 24 and 25 491,831 92,206   394,570
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 305,776
b Net investment income (if negative, enter -0-) 265,331
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets 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............. 25,990 66,350 66,350
2 Savings and temporary cash investments......... 688,926 738,797 738,797
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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 bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,765,870 Click to see attachment2,221,356 2,202,929
b Investments—corporate stock (attach schedule)....... 2,259,166 Click to see attachment2,411,392 4,469,867
c Investments—corporate bonds (attach schedule)....... 1,745,085 Click to see attachment1,323,799 1,353,616
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 502,891 Click to see attachment532,010 560,264
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) 6,987,928 7,293,704 9,391,823
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 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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,987,928 7,293,704
29 Total net assets or fund balances (see instructions)..... 6,987,928 7,293,704
30 Total liabilities and net assets/fund balances (see instructions). 6,987,928 7,293,704
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
6,987,928
2
Enter amount from Part I, line 27a .....................
2
305,776
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,293,704
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
7,293,704
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 PUBLICLY TRADED SECURITIES - 3953 P    
b PUBLICLY TRADED SECURITIES - 3953 P    
c PUBLICLY TRADED SECURITIES - 2699 P    
d PUBLICLY TRADED SECURITIES - 2699 P    
e PUBLICLY TRADED SECURITIES - 2700 P    
PUBLICLY TRADED SECURITIES - 2700 P    
PUBLICLY TRADED SECURITIES - 2701 P    
PUBLICLY TRADED SECURITIES - 2701 P    
PUBLICLY TRADED SECURITIES - 2702 P    
PUBLICLY TRADED SECURITIES - 2702 P    
CAPITAL GAINS 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 42,662   46,130 -3,468
b 196,723   152,543 44,180
c 2,571,981   2,563,879 8,102
d 937,617   902,467 35,150
e 109,135   106,872 2,263
80,366   45,123 35,243
21,526   20,408 1,118
132,111   137,863 -5,752
11,339   12,763 -1,424
178,557   100,095 78,462
2,022     2,022
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -3,468
b       44,180
c       8,102
d       35,150
e       2,263
      35,243
      1,118
      -5,752
      -1,424
      78,462
      2,022
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 2 195,896
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 3,688
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 3,688
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,520
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,520
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 25
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,193
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 taxBullet   RefundedBullet 11  
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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletFL
    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 addressbulletN/A
    14
    The books are in care ofbulletELIZABETH A VORSHECK Telephone no.bullet (352) 592-6233

    Located atbullet9293 WINFIELD COURTWEEKI WACHEEFL ZIP+4bullet34613
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MICHELLE CONRAD DIRECTOR/ASSIST SECRETARY
    0.50
    0 0 0
    7566 WILSON RD
    FAIRVIEW,PA16415
    ELIZABETH A VORSHECK D/P/T/S
    0.50
    0 0 0
    9293 WINFIELD COURT
    WEEKI WACHEE,FL34613
    WILLIAM J VORSHECK JR DIRECTOR
    0.50
    0 0 0
    9293 WINFIELD COURT
    WEEKI WACHEE,FL34613
    WILLIAM J VORSHECK III DIRECTOR
    0.50
    0 0 0
    6405 ARBORWOOD DR
    ERIE,PA16505
    VALERIE GREENE DIRECTOR
    0.50
    0 0 0
    6200 RUHL RD
    FAIRVIEW,PA16415
    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.........................bullet0
    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
    8,200,260
    b
    Average of monthly cash balances.......................
    1b
    802,790
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,003,050
    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
    9,003,050
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    135,046
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,868,004
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    443,400
    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
    443,400
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,688
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,688
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    439,712
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    439,712
    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
    439,712
    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 7 439,712
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 384,140
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 394,570
    a Applied to 2020, but not more than line 2a 384,140
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 10,430
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    429,282
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    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).)
    ELIZABETH A VORSHECK
    WILLIAM J VORSHECK JR
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALEX'S LEMONADE STAND FOUNDATION
    111 PRESIDENTIAL BLVD S-203
    BALA CYNWYD,PA19004
    NONE PC GENERAL FUND 3,000
    ALZHEIMERS ASSOCIATION
    1600 PENINSULA DR
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    AMERICAN PARTNERSHIP FOR EOSINOPHILIC DISORDER
    PO BOX 29545
    ATLANTA,GA30359
    NONE PC GENERAL FUND 1,500
    ANIMAL FRIENDS SOCIETY INC
    562 CAMP HORNE RD
    PITTSBURGH,PA15237
    NONE PC GENERAL FUND 200
    ANNA SHELTER
    1555 E 10TH ST
    ERIE,PA16511
    NONE PC GENERAL FUND 1,500
    BEACON HOUSE ADOPTION SERVICES INC
    3975 ONEAL LANE STE C
    BATON ROUGE,LA70816
    NONE PC GENERAL FUND 3,000
    BREAST CANCER RESEARCH FOUNDATION
    60 EAST 56TH ST 8TH FLOOR
    NEW YORK,NY10022
    NONE PC GENERAL FUND 4,000
    CAMP NOTRE DAME
    PO BOX 74
    FAIRVIEW,PA16415
    NONE PC GENERAL FUND 9,000
    COMMUNITY COUNTRY DAY SCHOOL
    5800 OLD ZUCK RD
    ERIE,PA16506
    NONE PC GENERAL FUND 15,000
    COMMUNITY OF CARING
    245 EAST 8TH STREET
    ERIE,PA16503
    NONE PC GENERAL FUND 10,000
    CURED FOUNDATION FOR EOF DISEASE
    3333 BURNET AVE MLC 9002
    CINCINNATI,OH45229
    NONE PC GENERAL FUND 3,500
    DAVE THOMAS FOUNDATION FOR ADOPTION
    716 MT AIRYSHIRE BLVD S-100
    COLUMBUS,OH43235
    NONE PC GENERAL FUND 3,500
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FL
    NEW YORK,NY10006
    NONE PC GENERAL FUND 2,000
    EMMAUS SOUP KITCHENEMMAUS MINISTRIES
    345 E 9TH ST
    ERIE,PA16503
    NONE PC GENERAL FUND 50,000
    FEEDING AMERICA
    5829 EHREN CUTOFF
    LAND O LAKES,FL34639
    NONE PC GENERAL FUND 20,000
    FLAGSHIP NIAGARA LEAGUE
    150 EAST FRONT ST
    ERIE,PA16507
    NONE PC GENERAL 6,000
    HUMANE ANIMAL RESCUE
    6620 HAMILTON AVENUE
    PITTSBURGH,PA15206
    NONE PC GENERAL FUND 200
    HUMANE SOCIETY OF THE NATURE COAST
    PO BOX 10328
    BROOKSVILLE,FL34603
    NONE PC GENERAL FUND 500
    INNER CITY NEIGHBORHOOD ART HOUSE
    201 E 10TH ST
    ERIE,PA16503
    NONE PC GENERAL FUND 40,000
    IROQUOIS SCHOOL DISTRICT FOUNDATION
    800 TYNDALL AVENUE
    ERIE,PA16511
    NONE PC GENERAL FUND 5,000
    JOHN CARROLL UNIVERSITY
    1 JOHN CARROLL BLVD
    UNIVERSITY HEIGHTS,OH44118
    NONE PC SCHOLARSHIP FUNDING 1,000
    MERCY CENTER FOR WOMEN
    1039 E 27TH ST
    ERIE,PA16504
    NONE PC GENERAL FUND 25,000
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY10163
    NONE PC GENERAL FUND 2,000
    NATIONAL AVIARY OF PITTSBURGH
    600 W OHIO ST
    PITTSBURGH,PA15212
    NONE PC GENERAL FUND 3,000
    NEW BLOSSOMS - NEW LIFE
    12251 EUREKA RD
    EDINBORO,PA16412
    NONE PC GENERAL FUND 5,000
    ORPHAN ANGELS
    5439 W LAKE ROAD
    ERIE,PA16505
    NONE PC GENERAL FUND 750
    PANCREATIC CANCER ACTION NETWORK
    1500 ROSECRANS AVE SUITE 200
    MANHATTAN BEACH,CA90266
    NONE PC GENERAL FUND 6,000
    PENNSYLVANIA STATE UNIVERSITY
    2583 GATEWAY DR SUITE 130
    STATE COLLEGE,PA16801
    NONE PC WRESTLING PROGRAM 7,000
    PENNSYLVANIA STATE UNIVERSITY
    UNIVERSITY PARK
    STATE COLLEGE,PA16801
    NONE PC SCHOLARSHIP FUNDING 6,200
    PHSC FOUNDATION INC
    10230 RIDGE ROAD
    NEW PORT RICHEY,FL34654
    NONE PC JAN HILL SCHOLARSHIP 20,000
    PROSTATE CANCER FOUNDATION
    1250 FOURTH ST
    SANTA MONICA,CA90401
    NONE PC GENERAL FUND 2,000
    SAVE AN EYE FUND
    PO BOX 9364
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    SECOND HARVEST FOOD BANK
    411 MERCY DR
    ORLANDO,FL32805
    NONE PC GENERAL FUND 30,000
    SHRINER'S HOSPITAL FOR CHILDREN-ERIE
    1645 WEST 8TH ST
    ERIE,PA16505
    NONE PC GENERAL FUND 5,000
    SIGHT CENTER OF NORTHWEST PENNSYLVANIA
    2545 WEST 26TH ST
    ERIE,PA16506
    NONE PC GENERAL FUND 40,000
    SLIPPERY ROCK UNIVERSITY OF PENNSYLVANIA
    1 MORROW WAY
    SLIPPERY ROCK,PA16057
    NONE PC SCHOLARSHIP FUNDING 700
    ST JUDE'S CHILDREN'S HOSPITAL
    501 ST JUDE PL
    MEMPHIS,TN38105
    NONE PC GENERAL FUND 3,000
    TEMPLE UNIVERSITY
    1803 N BROAD ST 216
    PHILADELPHIA,PA19122
    NONE PC SCHOLARSHIP FUNDING 1,400
    THE ACHIEVEMENT CENTER
    4950 W 23RD ST S-1
    ERIE,PA16506
    NONE PC GENERAL FUND 10,000
    UNIVERSITY OF PITTSBURGH
    4200 FIFTH AVE
    PITTSBURGH,PA15260
    NONE PC SCHOLARSHIP FUNDING 1,400
    VISION FOR THE POOR
    300 STATE STREET SUITE 202
    ERIE,PA16507
    NONE PC GENERAL FUND 15,000
    EHCA
    226 E 27TH STREET
    ERIE,PA16504
    NONE PC GENERAL FUND 5,000
    HUMANE SOCIETY OF ERIE
    2407 ZIMMERLY ROAD
    ERIE,PA16506
    NONE PC GENERAL FUND 1,250
    DR GERTRUDE A BARBER FOUNDATION
    100 BARBER PL
    ERIE,PA16507
    NONE PC GENERAL FUND 10,000
    KENT STATE UNIVERSITY
    800 E SUMMIT STREET
    KENT,OH44240
    NONE PC SCHOLARSHIP FUNDING 700
    Total .................................bullet 3a 389,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 195,896  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 357,537 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    357,537
    (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
    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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number
    59-3686566
    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
    WILLIAM AND ELIZABETH VORSHECK
    9293 WINFIELD CT
     
    WEEKI WACHEE, FL34613

    $ 440,070


    (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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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
    VORSHECK FAMILY FOUNDATION INC
     
    Employer identification number

    59-3686566
    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:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,200 0   5,200

    TY 2021 AppliedToPriorYearElection
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Election:
    TAXPAYER, VORSCHECK FAMILY FOUNDATION, INC., EMPLOYER IDENTIFICATION NO. 59-3686566, HEREBY ELECTS UNDER REGS. 53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $20,315 IT MADE IN 2013. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED TO THE TAXABLE YEAR ENDING DECEMBER 31, 2011.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMER CORP NTS 82,854 85,553
    CITIGROUP INC NTS B/E MATURES 09/01/23 91,032 90,656
    CITIGROUP INC NTS B/E MATURES 05/17/24 90,918 90,899
    WELLS FARGO & CO NTS B/E 90,838 90,770
    BANK OF AMER CORP 80,047 83,679
    CHENIERE CORP CHRISTI HD 85,695 88,694
    GENERAL MOTORS CO NTS 174,120 172,385
    JPMORGAN CHASE & CO NTS MATURES 10/15/25 86,852 86,949
    HOLLYFRONTIER CORP B/E 171,105 190,743
    MYLAN NV NTS B/E 173,366 172,598
    GOLDMAN SACHS GROUP INC MATURES 03/09/27 176,206 176,427
    FORTRESS BIOTECH INC 9.375% CUML SER A 9.375% PREFERRED 7,285 10,119
    MEDALLION BANK UT 8% NCUM PFD SER F 8.000% PREFERRED 4,594 4,404
    NEW YORK MORTGAGE TRUST INC CUML 7.875% PREFERRED 4,538 4,616
    TRITON INTL LTD/BER CUML 8.000% PREFERRED 4,349 5,124

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 6,261 26,600
    ABBVIE INC COM 7,096 22,206
    ACCENTURE PLC IRELAND CL A 9,193 17,411
    ACTIVISION BLIZZARD INC 1,931 2,329
    ADOBE INC. (DELAWARE) 4,489 15,878
    ADVANCE AUTO PARTS INC 1,380 2,159
    AGILENT TECHNOLOGIES INC 2,554 5,268
    AIR PROD & CHEMICAL INC 1,912 6,085
    ALLEGION PLC 2,572 7,682
    ALLIANT ENERGY CORP 1,555 2,029
    ALLSTATE CORP 4,301 6,000
    ALPHABET INC CL A 8,511 55,044
    ALPHABET INC CL C 10,450 63,659
    AMAZON.COM INC 4,946 76,690
    AMCOR PLC 2,389 3,651
    AMER ELECTRIC POWER CO 2,727 5,160
    AMERICAN TOWER CORP REIT 3,845 16,088
    AMERIPRISE FINANCIAL INC 1,267 7,542
    AMGEN INC 7,290 9,224
    ANALOG DEVICES INC 3,926 7,382
    ANTHEM INC 7,227 8,807
    APPLE INC 14,692 164,075
    APPLIED MATERIALS INC 4,722 38,868
    AT&T INC 1,795 1,697
    AUTOMATIC DATA PROCESSNG INC 3,044 7,397
    AUTOZONE INC 2,147 8,386
    BALL CORP 2,975 3,081
    BANK OF AMER CORP 9,263 14,014
    BECTON DICKINSON & CO 6,556 13,328
    BERKSHIRE HATHAWAY INC NEW CL B 13,202 34,385
    BLACKROCK INC 4,917 11,902
    BOOKING HLDGS INC 4,369 4,798
    BROADCOM INC 7,041 17,301
    CABOT OIL & GAS CORP N/K/A COTERRA ENERGY INC 3,968 4,389
    CATERPILLAR INC 3,640 6,822
    CBOE GLOBAL MARKETS INC 2,746 2,999
    CBRE GROUP INC CL A 3,960 15,191
    CHEVRON CORP 5,364 7,041
    CHUBB LTD CHF 1,786 5,606
    CISCO SYSTEMS INC 1,280 1,331
    CITIGROUP INC 3,974 6,039
    CLOROX CO 2,242 5,928
    COCA COLA CO COM 9,818 14,151
    COMCAST CORP NEW CL A 5,803 15,451
    CONOCOPHILLIPS 6,675 15,013
    COOPER COMPANIES INC NEW 3,176 5,446
    COSTCO WHOLESALE CORP 5,465 10,786
    CROWN CASTLE INTL CORP REIT 2,058 4,175
    CVS HEALTH CORP 3,729 3,817
    DANAHER CORP 1,776 18,096
    DEERE AND CO 2,883 7,201
    DIGITAL REALTY TRUST INC REIT 562 707
    DOLLAR GEN CORP NEW 1,484 4,952
    DOLLAR TREE INC 2,176 3,513
    DOMINION ENERGY INC 2,156 2,278
    DOW INC 2,697 3,460
    DUKE ENERGY CORP NEW 3,699 5,350
    DUPONT DE NEMOURS INC 1,890 3,150
    EASTMAN CHEMICAL CO 1,023 1,814
    EATON CORP PLC 3,106 6,913
    ECOLAB INC 2,923 6,099
    EDWARDS LIFESCIENCES CORP 6,121 7,514
    ELECTRONIC ARTS 1,285 4,221
    ENTERGY CORP NEW 1,830 2,253
    EQUINIX INC REIT 4,571 11,842
    EVERSOURCE ENERGY COM 931 3,275
    EXELON CORP 3,053 4,910
    EXXON MOBIL CORP 5,041 7,894
    FACEBOOK N/K/A META PLATFORMS INC CL A 14,766 48,771
    FEDEX CORP 3,492 3,621
    FMC CORP NEW 1,150 1,978
    FORTIVE CORP 1,863 3,586
    GALLAGHER ARTHUR J & CO 2,970 4,072
    GARMIN LTD SHS CHF 1,563 1,770
    GENL ELECTRIC CO 5,167 5,574
    GENL MILLS INC 1,828 3,167
    GOLDMAN SACHS GROUP INC 2,671 2,678
    HALLIBURTON CO (HOLDING COMPANY) 4,103 12,853
    HARTFORD FINCL SERVICES GROUP INC 1,283 1,312
    HASBRO INC 1,609 4,682
    HENRY JACK & ASSOC INC 2,180 2,505
    HERSHEY CO 1,838 3,869
    HOME DEPOT INC 8,789 33,201
    HONEYWELL INTL INC 4,537 7,298
    HUMANA INC 2,651 17,627
    ILLINOIS TOOL WORKS INC 2,236 12,093
    INTEL CORP 10,921 18,077
    INTERCONTINENTALEXCHANGE GROUP 4,941 9,027
    INTL BUSINESS MACH 647 668
    INTUIT 5,231 13,508
    INTUITIVE SURGICAL INC NEW 3,914 8,623
    IQVIA HLDGS INC 2,782 5,643
    IRON MTN INC NEW COM 670 680
    JACOBS ENGINEERING GROUP INC 2,387 7,936
    JOHNSON CTLS INTL PLC 3,327 3,496
    JOHNSON & JOHNSON COM 15,586 30,450
    JPMORGAN CHASE & CO 11,012 37,212
    KEYSIGHT TECHNOLOGIES INC COM 2,771 9,912
    KIMBERLY CLARK CORP 3,136 6,288
    KINDER MORGAN INC 1,581 1,570
    KRAFT HEINZ CO/THE 1,636 2,441
    LABORATORY CORP AMER HLDGS NEW 3,541 8,798
    LILLY ELI & CO 8,427 18,507
    LINDE PLC EUR 7,216 15,589
    LOCKHEED MARTIN CORP 1,960 8,885
    LOEWS CORP 1,689 3,061
    LOWES COMPANIES INC 3,677 22,746
    L3 HARRIS TECHNOLOGIES INC 2,901 2,985
    MARRIOTT INTL INC NEW CL A 2,089 3,305
    MASTERCARD INC CL A 3,570 32,698
    MCDONALDS CORP 5,321 17,693
    MERCK & CO INC NEW COM 8,377 8,890
    MICROSOFT CORP 24,478 123,093
    MONDELEZ INTL INC 6,245 10,543
    MOODYS CORP 3,254 10,155
    MSCI INC 3,782 8,578
    NASDAQ INC 2,730 7,350
    NETFLIX INC 5,286 9,037
    NEXTERA ENERGY INC COM 4,857 14,564
    NIKE INC CL B 4,987 14,334
    NISOURCE INC 1,896 3,065
    NORFOLK STHN CORP 4,653 16,076
    NVIDIA CORP 5,733 43,528
    O REILLY AUTOMOTIVE INC 1,481 5,650
    ORACLE CORP 7,765 21,018
    ORGANON & CO 37 30
    OTIS WORLDWIDE CORP 2,436 4,354
    PAYPAL HOLDINGS INC 9,011 13,012
    PENTAIR PLC 2,005 2,118
    PEPSICO INC 7,582 10,075
    PFIZER INC 7,420 7,381
    PHILIP MORRIS INTL INC 3,571 6,745
    PHILLIPS 66 1,305 2,609
    PIONEER NAT RES CO 1,328 2,001
    PNC FINANCIAL SERVICES GROUP 2,639 5,414
    PPG INDUSTRIES INC 543 3,104
    PRICE T ROWE GROUP INC 3,559 7,866
    PROCTER & GAMBLE CO 13,858 30,099
    PROLOGIS INC COM 1,994 5,724
    RAYTHEON TECHNOLOGIES CORP 3,682 10,930
    ROSS STORES INC 1,868 7,542
    S&P GLOBAL INC 2,764 25,012
    SALESFORCE.COM INC 8,432 13,977
    SCHLUMBERGER LTD NETHERLANDS ANTILLES 2,461 3,115
    SCHWAB CHARLES CORP NEW 5,449 7,064
    SHERWIN WILLIAMS CO 1,913 5,282
    SOUTHERN CO 3,268 4,869
    SOUTHWEST AIRLINES CO 2,474 2,570
    STARBUCKS CORP 4,862 10,293
    SYNOPSYS INC 3,100 7,370
    TARGET CORP 2,896 5,092
    TESLA INC 19,526 31,703
    TEXAS INSTRUMENTS 6,523 22,051
    THERMO FISHER SCIENTIFIC INC 5,961 19,350
    TJX COS INC NEW 2,376 5,163
    TRACTOR SUPPLY COMPANY 1,593 2,625
    TRANE TECHNOLOGIES PLC 1,945 11,516
    TRANSDIGM GROUP INC 1,592 3,181
    UDR INC REITS 704 720
    UNION PACIFIC CORP 4,876 10,581
    UNITED PARCEL SERVICE INC CL B 5,743 7,502
    UNITEDHEALTH GROUP INC 8,835 33,141
    VERIZON COMMUNICATIONS INC 11,642 13,769
    VISA INC CL A 9,269 19,937
    WALMART INC 8,768 19,678
    WALT DISNEY CO (HOLDING CO) DISNEY COM 10,047 23,388
    WASTE MGMT INC NEW 2,766 5,508
    WELLS FARGO & CO NEW 7,643 9,500
    WELLTOWER INC REIT 1,392 2,916
    WEYERHAEUSER CO 852 906
    XCEL ENERGY INC 2,289 5,348
    XILINX INC 3,063 8,057
    ZIMMER BIOMET HOLDINGS INC 3,764 5,082
    3M CO 4,645 4,796
    ABBVIE INC COM 9,636 18,821
    ALBEMARLE CORP 6,034 15,195
    ALEXANDRIA REAL ESTATE 4,384 7,358
    AMERICAN TOWER CORP REIT 5,092 11,408
    AMERICOLD REALTY TRUST REIT 5,239 5,476
    BHP GROUP LTD SPON ADR 6,926 5,794
    BLACKSTONE GROUP INC CL A 3,993 11,128
    BROADCOM INC 12,846 22,624
    BROOKFIELD RENEWABLE COR CAD 8,236 8,913
    BUNGE LIMITED 6,298 16,525
    CLEARWAY ENERGY INC CL C 3,727 4,612
    CORNING INC 10,539 9,791
    CROWN CASTLE INTL CORP REIT 11,234 24,214
    EATON CORP PLC 7,264 22,294
    ELLINGTON FINL INC 9,664 8,989
    EQUINIX INC REIT 12,691 22,838
    EURONAV SA 7,503 7,725
    FARMLAND PARTNERS INC 4,635 5,007
    FRANCO NEV CORP CAD 5,019 4,702
    GAMING & LEISURE PPTYS INC REIT 10,702 16,009
    HERCULES CAPITAL INC 5,362 5,292
    HONEYWELL INTL INC 7,456 14,804
    INNOVATIVE INDL PPTYS INC 5,617 5,521
    INVITATION HOMES INC REIT 12,064 23,123
    ISTAR INC 10,546 14,697
    KINDER MORGAN INC 14,029 12,260
    KRAFT HEINZ CO/THE 12,312 13,247
    MERCK & CO INC COM 7,818 7,434
    SIMON PPTY GROUP INC SBI 9,118 18,374
    SL GREEN REALTY CORP 11,479 9,895
    TERRENO RLTY CORP SBI 4,173 5,970
    VALERO ENERGY CORP NEW 10,119 9,915
    VICI PROPERTIES INC REIT 11,953 16,049
    WILLIAMS COS INC (DEL) 16,213 15,442
    ZIM INTEGRATED SHIPPING SERVICES LTD 13,416 14,068
    BANK OF AMERICA CORPORATION CONV SER L 7.250% PREFERRED 8,496 8,672
    DANAHER CORP MND CON PFD A 6,966 8,776
    DOMINION ENERGY INC 7.250% SER A CONV 5,299 5,334
    VIACOMCBS INC 5.75% CONV PFD A 7,652 5,625
    EATON VANCE TAX MANAGED GLOBAL BUY WRITE OPPORTUNITIES FUND 4,876 8,325
    GLOBAL X FDS GLOBAL X MLP ETF 39,662 32,531
    NEXTERA ENERGY PARTNERS LP MLP 7,098 8,609
    AMERICAN HOMES 4 RENT CL A 12,589 17,662
    AUTOZONE INC 23,777 41,928
    BERRY GLOBAL GROUP INC 30,467 47,441
    CLEAN HARBORS INC 23,011 33,523
    CROWN HOLDINGS INC 15,248 28,540
    DOLLAR GEN CORP NEW 14,230 43,864
    FEDEX CORP 9,482 17,846
    GRAPHIC PACKAGING HOLDING CO 21,798 31,298
    KNIGHT-SWIFT TRANSN HLDGS INC 17,577 27,240
    LKQ CORP NEW 16,902 40,040
    MARTEN TRANSPORT LTD 2,240 7,482
    MASCO CORP 18,049 27,948
    MAXIMUS INC 22,011 19,997
    PINNACLE FINANCIAL PARTNERS INC 16,108 16,235
    PIONEER NAT RES CO 24,481 27,828
    PROGRESSIVE CORP OHIO 9,422 16,835
    SKECHERS USA INC CL A 12,165 10,112
    VERIZON COMMUNICATIONS INC 12,613 12,263
    ABB LTD SPON ADR 20,432 29,047
    ADIDAS AG SPON ADR 7,715 6,480
    AIA GROUP LTD SPON ADR 28,388 28,670
    AIR LIQUIDE ADR FRANCE ADR 11,361 12,205
    AIRBUS SE UNSPONSORED ADR 13,838 22,018
    AMERICA MOVIL S.A.B. DE C.V. 7,559 8,676
    ANHEUSER BUSCH INBEV SPON ADR 17,250 17,317
    AON PLC CL A 6,910 10,820
    ASAHI KAISEI CORP UNSPON ADR 10,810 10,729
    ASML HLDG NV SPON ADR 13,810 55,730
    ASSA ABLOY AB ADR 5,130 6,933
    ASSOCIATED BRITISH FOODS PLC NEW ADR 9,544 7,908
    ASTRAZENECA PLC SPON ADR 26,885 34,950
    ATLASSIAN CORP PLC CL A 5,896 8,770
    B&M EUROPEAN VALUE RETAIL SA 11,596 13,578
    BANCO BILBAO VIZCAYA ARGENTARIA S.A. 10,761 12,814
    BEIGENE LTD SPON ADR 7,781 12,734
    BNP PARIBAS SA ADR 9,360 10,159
    BRITISH AMER TOBACCO PLC GB 22,469 22,558
    CARLSBERG AS SPON ADR 21,008 26,769
    COMPAGNIE FINANCIERE RICHEMONT 11,713 18,224
    DAIICHI SANKYO CO LTD SPON ADR 5,574 7,041
    DAIKIN INDS LTD ADR 6,791 7,274
    DBS GROUP HLDGS LTD. SPON ADR 13,945 17,038
    DEUTSCHE BOERSE ADR 5,366 6,179
    DIAGEO PLC NEW GB SPON ADR 9,233 12,328
    DNB BK ASA SPON ADR 11,243 14,390
    DSV A/S ADR 4,879 12,090
    ENEL SPA ADR 20,073 23,243
    ENGIE SPON ADR 17,317 18,298
    EPIROC AKTIEBOLAG ADR 11,983 13,473
    ESSILORLUXOTTICA ADR 17,544 27,262
    FLUTTER ENTMT PLC ADR 3,923 4,222
    GENMAB A/S SPON ADR 9,751 21,046
    GIVAUDAN SA ADR 12,455 23,919
    HDFC BANK LTD ADR REPSTG 3 ORD 11,202 11,778
    HERMES INTL SCA ADR 8,536 20,186
    HONG KONG EXCHANGES & CLEARING LTD 8,793 13,331
    HOYA CORP SPON ADR 7,606 14,807
    HUTCHMED (CHINA) LTD SPON ADR 5,091 7,472
    IBERDROLA SA SPON ADR 13,954 15,579
    INDUSTRIA DE DISENO TEXTIL IND 17,241 16,723
    JARDINE MATHESON HD-UNSP ADR 5,688 6,473
    JARDINE MATHESON HD-UNSP A 4,708 6,469
    KERING S A UN SPONSORED ADR 18,251 28,984
    KEYENCE CORP ORD JPY 21,340 46,340
    KONINKLIJKE PHILIPS NV SPON 8,437 7,223
    LONDON STK EXCHANGE 24,053 26,020
    LOREAL CO ADR FRANCE ADR 21,386 29,008
    LVMH MOET HENNESSY LOUIS NEW 7,328 15,061
    MERCADOLIBRE INC 9,588 16,181
    MURATA MFG CO LTD ADR 4,396 7,880
    NESTLE S A SPONSORED ADR 20,937 30,881
    NETEASE INC SPON ADR 6,818 5,801
    NICE LTD SPON ADR 6,421 6,983
    NIDEC CORP ADR 3,475 12,188
    NITORI HLDGS CO LTD ADR 13,449 10,298
    NOKIA CORP SPONS ADR FINLAND 7,041 7,868
    NOVO NORDISK ADR DENMARK ADR 22,076 50,624
    ORSTED A/S UNSPONSORED ADR 8,059 6,666
    PERNOD RICARD SA ADR 8,656 12,023
    RECKITT BENCKISER PLC SPON ADR 16,019 17,623
    RECRUIT HLDGS CO LTD UN 8,649 14,031
    RELX PLC SPON ADR 17,596 22,436
    RIO TINTO PLC SPON ADR 4,164 4,619
    ROYAL KPN N.V. SPON ADR 6,645 6,649
    SAFRAN SA ADR 28,438 24,564
    SAP SE SPON ADR 16,787 21,997
    SHIN ETSU CHEM CO LTD ADR 13,409 22,796
    SHIONOGI & CO LTD ADR 13,785 17,524
    SMC CORP YEN SHS ORD JPY 12,437 23,756
    STMICROELECTRONICS N.V EUR 16,355 19,503
    STRAUMANN HLDG AG ADR 6,872 19,440
    TAIWAN SEMICONDUCTOR MFG CO 20,650 46,440
    TENCENT HLDGS LTD ADR 14,385 16,499
    TERUMO CORP ADR 6,291 7,860
    TFI INTL INC CAD 5,540 14,686
    TOKYO ELECTRON LTD ADR 6,074 9,929
    TOTALENERGIES SE SPON ADR 8,923 10,090
    UNICHARM CORP SPON ADR 5,134 8,063

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    US Government Securities - End of Year Book Value:

    2,221,356
    US Government Securities - End of Year Fair Market Value:

    2,202,929
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BOND INTEREST PURCHASED AT COST 26,175 26,175
    CULLEN EMERGING MARKETS AT COST 505,835 534,089

    TY 2021 OtherExpensesSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 87,224 87,224   0
    BANK FEES 84 84   0
    ANNUAL REPORT 70 0   70


    TY 2021 OtherIncomeSchedule2
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UBS 146 146 146


    TY 2021 TaxesSchedule
    Name:
    VORSHECK FAMILY FOUNDATION INC
    EIN:
    59-3686566
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 4,898 4,898   0
    EXCISE TAX 5,055 0   0