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
THE TRUE VINE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 860196
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHAWNEE, KS66286
A Employer identification number

47-3621214
B Telephone number (see instructions)

(913) 248-0017
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$4,550,821J 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 27,973 27,973  
4 Dividends and interest from securities... 40,777 40,777  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 194,518
b Gross sales price for all assets on line 6a 759,379
7 Capital gain net income (from Part IV, line 2)... 194,518
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)....... Click to see attachment 26,400 26,400  
12 Total. Add lines 1 through 11........ 289,668 289,668  
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).......        
c Other professional fees (attach schedule).... Click to see attachment 34,390 34,390   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,264 1,264   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,654 35,654   0
25 Contributions, gifts, grants paid....... 203,231 203,231
26 Total expenses and disbursements. Add lines 24 and 25 238,885 35,654   203,231
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 50,783
b Net investment income (if negative, enter -0-) 254,014
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............. 123,576 345,364 345,364
2 Savings and temporary cash investments......... 823,430 823,514 823,514
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)      
b Investments—corporate stock (attach schedule)....... 2,029,690 Click to see attachment1,950,912 2,555,963
c Investments—corporate bonds (attach schedule)....... 863,435 Click to see attachment771,124 825,980
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
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) 3,840,131 3,890,914 4,550,821
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 3,840,131 3,890,914
29 Total net assets or fund balances (see instructions)..... 3,840,131 3,890,914
30 Total liabilities and net assets/fund balances (see instructions). 3,840,131 3,890,914
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
3,840,131
2
Enter amount from Part I, line 27a .....................
2
50,783
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,890,914
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
3,890,914
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 ST TRANSACTIONS UBS 14046      
b LT TRANSACTIONS UBS 14046      
c ST TRANSACTIONS UBS 13836      
d LT TRANSACTIONS UBS 13836      
e CAPITAL GAIN DISTRIBUTIONS 13836      
ST TRANSACTIONS UBS 13838      
LT TRANSACTIONS UBS 13838      
(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 25,000   25,013 -13
b 150,953   147,842 3,111
c 106,307   76,599 29,708
d 155,618   106,137 49,481
e 346     346
11,478   8,679 2,799
309,677   200,591 109,086
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       -13
b       3,111
c       29,708
d       49,481
e       346
      2,799
      109,086
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 2 194,518
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 3,531
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 3,531
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,743
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,743
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 4,212
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,212 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$ 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)
    bulletKS
    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 instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletSAMANTHA M MOORE Telephone no.bullet (913) 248-0017

    Located atbullet20813 W 93RD TERRACELENEXAKS ZIP+4bullet66220
    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
    JAMES F WRIGHT CHAIRMAN/DIRECTOR
    1.00     		0 0 0
    410 TERRACE TRAIL EAST
    LAKE QUIVIRA,KS66217
    SAMANTHA M MOORE PRESIDENT/SECRETARY/TREASU
    1.00     		0 0 0
    20813 W 93RD TERRACE
    LENEXA,KS66220
    SUSAN J WRIGHT VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    410 TERRACE TRAIL EAST
    LAKE QUIVIRA,KS66217
    CHRISTOPHER J WRIGHT VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    16283 S BRADLEY DRIVE
    OLATHE,KS66062
    CHELSEA WRIGHT VICE PRESIDENT/DIRECTOR
    1.00     		0 0 0
    16283 S BRADLEY DRIVE
    OLATHE,KS66062
    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
    3,335,576
    b
    Average of monthly cash balances.......................
    1b
    1,189,862
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,525,438
    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
    4,525,438
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    67,882
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,457,556
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    222,878
    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
    222,878
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,531
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,531
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    219,347
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    219,347
    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
    219,347
    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 7 219,347
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 203,231
    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$ 203,231
    a Applied to 2020, but not more than line 2a 203,231
    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 .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		219,347
    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).)
    JAMES F WRIGHT
    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
    SERVANT FOUNDATION DBA THE SIGNATRY
    7171 W 95TH STREET SUITE 501
    OVERLAND PARK,KS66212     		  PC GENERAL FUNDING 203,231
    Total .................................bullet 3a 203,231
    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 ...........     		    14 27,973  
    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 ............     		    18 194,518  
    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) .. 0 289,668 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    289,668
    (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:
    THE TRUE VINE FOUNDATION
    EIN:
    47-3621214
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ACE INA HOLDINGS INC 37000 SHARES 36,132 37,752
    BANK OF AMER CORP MED TERM NTS 37000 SHARES 36,372 38,547
    BK OF NY MELLON CORP 37000 SHARES 34,487 38,899
    CATERPILLAR INC BE 37000 SHARES 36,916 39,005
    CITIGROUP INC 37000 SHARES 35,753 40,491
    CME GROUP INC 37000 SHARES 35,520 39,173
    COMCAST CORP BE 37000 SHARES 34,952 39,704
    COMCAST CORP NTS BE 37000 SHARES 39,576 39,575
    GOLDMAN SACHS GROUP INC 37000 SHARES 36,755 38,704
    INTEL CORP BE 37000 SHARES 37,009 40,385
    JP MORGAN CHASE & CO 37000 SHARES 36,436 40,676
    LOCKHEED MARTIN CORP BE 37000 SHARES 36,353 40,528
    MCDONALDS CORP CALL 5000 SHARES 5,004 5,063
    MERCK & CO INC NTS BE 37000 SHARES 35,896 37,416
    MICROSOFT CORP NTS BE 37000 SHARES 35,944 39,523
    MORGAN STANLEY BE 37000 SHARES 39,686 39,476
    MORGAN STANLEY NTS BE 37000 SHARES 36,117 40,552
    PNC FINL SREV GRP INC WT EXP BE 35000 SHARES 37,224 37,886
    TARGET CORP BE 5BP 37000 SHARES 36,623 37,522
    VISA INC NTS BE 37000 SHARES 35,662 39,432
    HSBA HLDGS PLC BE 37000 SHARES 37,030 37,691
    STATOIL ASA BE 37000 SHARES 35,677 37,980

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE TRUE VINE FOUNDATION
    EIN:
    47-3621214
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND CL A 76 SHARES 11,216 31,506
    AGCO CORP 65 SHARES 4,111 7,541
    AKAMAI TECHNOLOGIES INC 122 SHARES 13,529 14,279
    AMAZON INC 6 SHARES 9,555 20,006
    AMER ELECTRIC POWER CO 177 SHARES 15,224 15,748
    AMERICAN WELL CORP CL A 395 SHARES 8,323 2,386
    AMERIPRISE FINANCIAL INC 68 SHARES 8,425 20,513
    AMGEN INC 163 SHARES 40,550 36,670
    ANALOG DEVICES INC 252 SHARES 40,843 44,294
    AUTOMATIC DATA PROCESSING INC 133 SHARES 25,784 32,795
    BLACKROCK INC 20,440 39,369
    BLOOM ENERGY CORP CL A 205 SHARES 4,521 4,418
    BROADCOM INC 72 SHARES 37,139 47,910
    CADENCE DESIGN SYSTEM 90 SHARES 12,134 16,772
    CIENA CORP NEW 95 SHARES 5,006 7,312
    CISCO SYSTEMS INC 831 SHARES 33,846 52,660
    COCA COLA CO COM 865 SHARES 40,298 51,217
    COMCAST CORP NEW CL A 962 SHARES 36,753 48,417
    COSTCO WHOLESALE CORP 31 SHARES 6,436 17,599
    COURSERA INC 235 SHARES 9,655 5,743
    DEXCOM INC 15 SHARES 6,045 8,054
    DIGITAL REALTY TRUST INC REIT 82 SHARES 10,191 14,503
    DISCOVER FINANIAL SERVICES 235 SHARES 26,939 27,157
    ECOLAB INC 70 SHARES 9,848 16,421
    EOG RESOURCES INC 438 SHARES 33,885 38,908
    FORD MOTOR CO COM 466 SHARES 7,331 11,328
    HOME DEPOT INC 75 SHARES 13,443 31,126
    JOHNSON AND JOHNSON COM 374 SHARES 51,359 63,980
    JPMORGAN CHASE & CO 341 SHARES 36,568 53,997
    LOCKHEED MARTIN CORP 87 SHARES 26,836 30,921
    LYFT INC CL A 95 SHARES 4,426 4,059
    MARAVIA LIFESCIENCES HOLDINGS CL A 193 SHARES 6,296 8,087
    MARSH AND MCLENNAN COS INC 195 SHARES 16,943 33,895
    MCDONALDS CORP 186 SHARES 34,221 49,861
    MICRON TECHNOLOGY INC 95 SHARES 4,827 8,849
    MICROSOFT CORP 366 SHARES 37,992 123,093
    MONTROSE ENVIRONMENTAL GROUP 101 SHARES 6,269 7,122
    MORGAN STANLEY 257 SHARES 26,281 25,227
    MSA SAFETY INC COM 67 SHARES 7,234 10,114
    NEXTERA ENERGY INC COM 211 SHARES 10,767 19,133
    NIKE INC CL B 47 SHARES 3,358 7,833
    OPTION CARE HEALTH INC 421 SHARES 9,693 11,973
    PAL ALTO NETWORKS INC 19 SHARES 4,388 10,578
    PHILLIPS 66 330 SHARES 23,120 23,912
    PRECLUDE THERAPEUTICS INC 129 SHARES 5,413 1,606
    PRICE T ROWE GROUP INC 63 SHARES 7,430 12,388
    PROCTER & GAMBLE CO 267 SHARES 30,221 43,676
    PTC INC COM 85 SHARES 5,946 10,298
    RAYTHEON TECH CORP 577 SHARES 41,914 49,657
    REPUBLIC SERVICES INC 204 SHARES 14,270 28,448
    RIVIAN AUTOMOTICE INC CL A 47 SHARES 5,333 4,765
    ROCKWELL AUTOMATION INC NEW 80 SHARES 16,430 27,908
    SALESFORCE.COM 70 SHARES 12,502 17,789
    SCHWAB CHARLES CORP NEW 154 SHARES 11,475 12,951
    SHOALS TECHNOLOGIES GROUP INC CL A 177 SHARES 5,356 4,301
    SLM CORP VTG 716 SHARES 6,248 14,084
    SOLAREDGE TECHNOLOGIES INC 8 SHARES 1,079 2,185
    STARBUCKS CORP 260 SHARES 28,832 30,412
    TEXAS INSTRUMENTS 218 SHARES 23,576 41,086
    TRIMBLE INC COM 83 SHARES 2,744 7,237
    TRUIST FINL CORP 742 SHARES 36,491 43,444
    UNION PACIFIC CORP 134 SHARES 19,977 33,759
    UNITED PARCEL SERVICE INC CL B 200 SHARES 33,739 42,868
    UNITED HEALTH GROUP INC 103 SHARES 39,915 51,720
    VERTEX PHARMACEUTICAL INC 66 SHARES 13,246 14,494
    VF CORP 428 SHARES 33,500 31,338
    VMWARE INC CL A 87 SHARES 12,035 10,082
    WATTS WATER TECHNOLOGIES CL A 71 SHARES 7,008 13,786
    XILINX INC 52 SHARES 7,927 11,026
    AALBRTS INDUSTRIES NV EUR 169 SHARES 6,978 11,197
    AIRPORTS OF THAILAND PCL UNSPONSORED ADR 457 SHARES 10,015 8,176
    ALCON INC CHF 104 SHARES 6,245 9,060
    AON PLC CL A 47 SHARES 7,168 14,126
    APTIV PLC 91 SHARES 6,358 15,010
    ASTRAZENECA PLC SPON ADR 250 SHARES 14,137 14,563
    AXA ADR 340 SHARES 9,592 10,122
    BANK IRELAND GROUP PLC EUR 633 SHARES 3,934 3,589
    BRAMBLES LTD SPON ADR 6,492 7,022
    BUNGE LIMITED 199 SHARES 7,975 18,579
    CHUBB LTD CHF 217 SHARES 28,655 41,948
    CONTL AG-SPONS ADR ADR 537 SHARES 5,351 5,660
    DANONE SPON ADR 1432 SHARES 19,621 17,742
    DIAGEO PLC NEW GB SPON ADR 195 SHARES 28,052 42,927
    EQUINOR ASA SPON ADR 379 SHARES 6,198 9,979
    FANUC CORP ADR 389 SHARES 8,894 8,309
    FISHER & PAYKEL HEALTHCARE CORP LTD 257 SHARES 4,977 5,764
    GENMAB A/S SPON ADR 158 SHARES 3,497 6,250
    GS FINANCE CORP 30000 SHARES 300,000 286,150
    HARGREAVES LANSDOWN PLC GBP 647 SHARES 14,759 11,874
    HOYA CORP SPON ADR 78 SHARES 7,112 11,885
    INFINEON TECHNOLOGIES ADR 268 SHARES 4,945 12,328
    KERRY GROUP PLC SPON ADR 48 SHARES 5,716 6,310
    KONINKLIJKE PHILIPS NV 246 SHARES 11,673 9,284
    LI AUTO INC 154 SHARES 4,998 4,671
    LINDE PLC EUR 176 SHARES 31,889 60,972
    MEDTRONIC PLC 431 SHARES 37,419 44,587
    MOWI ASA SPONSORED ADR 489 SHARES 11,599 11,601
    NOVARTIS AG SPON ADR 263 SHARES 23,518 23,005
    NXP SEMICONDUCTORS NV COM EUR 46 SHARES 5,167 10,478
    ORPEA ACT EUR 54 SHARES 6,599 5,410
    PING AN INSURANCE CO OF CHINA LTD 490 SHARES 9,996 7,027
    PRYSMIAN SPA MILANO EUR 424 SHARES 10,518 15,264
    PT BK CENT ASIA TBK ADR 1050 SHARES 9,429 13,981
    SAGE GROUP PLC ORD GBP 1113 SHARES 9,891 12,853
    SPECTRIS PLC GBP 364 SHARES 11,806 16,915
    TAKEDA PHARMACEUTICAL CO LTD 341 SHARES 6,599 4,648
    VINCI SA ACT EUR 165 SHARES 17,427 17,433
    VITESCO TECHNOLOGIES ADR 71 SHARES 1,058 670

    TY 2021 OtherIncomeSchedule2
    Name:
    THE TRUE VINE FOUNDATION
    EIN:
    47-3621214
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CITIGROUP GLOBAL MARKETS 26,400 26,400 26,400


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE TRUE VINE FOUNDATION
    EIN:
    47-3621214
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 21,639 21,639   0
    OTHER FEES 340 340   0
    PROFESSIONAL FEES 12,411 12,411   0


    TY 2021 TaxesSchedule
    Name:
    THE TRUE VINE FOUNDATION
    EIN:
    47-3621214
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,264 1,264   0