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

58-6026022
B Telephone number (see instructions)

(404) 813-9304
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$3,692,756J 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 6,355 6,355  
4 Dividends and interest from securities... 24,465 24,465  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 117,351
b Gross sales price for all assets on line 6a 668,691
7 Capital gain net income (from Part IV, line 2)... 117,351
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2,229    
12 Total. Add lines 1 through 11........ 150,400 148,171  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 17,663 17,663   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 947 449   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,110 18,112 0 2,500
25 Contributions, gifts, grants paid....... 297,798 297,798
26 Total expenses and disbursements. Add lines 24 and 25 318,908 18,112 0 300,298
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -168,508
b Net investment income (if negative, enter -0-) 130,059
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,490,786 1,488,999 1,488,999
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......   Click to see attachment251,618 249,312
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,278,849 Click to see attachment853,214 1,106,420
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment840,733 Click to see attachment848,025 Click to see attachment848,025
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,610,368 3,441,856 3,692,756
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,610,368 3,441,856
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,610,368 3,441,856
30 Total liabilities and net assets/fund balances (see instructions). 3,610,368 3,441,856
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
3,610,368
2
Enter amount from Part I, line 27a .....................
2
-168,508
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
395
4
Add lines 1, 2, and 3 ..........................
4
3,442,255
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
399
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,441,856
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 108. ISHARES RUSSELL 2000 GROWTH INDEX   2020-12-22 2021-03-05
b 289. ISHARES MSCI USA MOMENTUM FACTOR ETF   2020-08-04 2021-03-05
c 863.614 T ROWE PRICE EMERG MRKT ST-I     2021-06-24
d 825.869 EATON VANCE-ATLANTA SMID-R6     2021-11-02
e 2267. SPDR MSCI ACWI EX-US     2021-11-02
908. SCHWAB FUNDAMENTAL US LARGE CO ETF   2021-03-05 2021-11-02
3335.678 VIRTUS CEREDEX L/C VAL EQUITY R6   2019-12-24 2021-11-02
324. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-05 2021-11-29
202.98 INVESCO DEVELOPING MARKETS FUND   2020-03-20 2021-12-17
315.56 AMG GW&K SM/MID CAP-Z   2021-11-02 2021-12-17
143.41 EDGEWOOD GROWTH FUND-INS   2020-04-01 2021-12-17
253.002 ARIEL APPRECIATION FUND-INS   2020-12-22 2021-12-17
1329.949 BLACKROCK EVENT DRIVEN EQ-IS   2020-12-22 2021-12-17
816.187 HARDING LOEVNER INTL EQ-INST   2020-12-22 2021-12-17
534.629 HARTFORD DVDND & GRWTH-F   2021-11-02 2021-12-17
263.305 T ROWE PRICE LARGE/CAP GRW-I   2011-10-18 2021-12-17
102. ISHARES RUSSELL MIDCAP GROWTH INDEX   2020-08-04 2021-12-17
642.978 NEUBERGER BERMAN LONG SHORT-INS   2020-12-22 2021-12-17
151. VANGUARD TOTAL BOND MARKET   2020-12-22 2021-12-17
1273.525 VANGUARD DEV MKTS INDEX-ADM   2021-11-02 2021-12-17
152. VANGUARD RUSSELL 2000 ETF   2020-12-22 2021-12-17
34.141 VANGUARD RUSSELL 1000 GR-INS   2018-03-21 2021-12-17
116.449 VANGUARD RUSSELL 1000 VA-INS   2020-12-22 2021-12-17
14. VANGUARD S&P 500 ETF   2021-11-29 2021-12-17
2023. WESTERN ASSET CORE BD FD-S   2020-11-27 2021-12-17
881.943 WESTERN ASSET CORE BD FD-S   2020-12-22 2021-12-17
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 31,047   31,548 -501
b 43,522   41,000 2,522
c 48,881   42,015 6,866
d 37,519   28,084 9,435
e 67,931   50,118 17,813
52,024   44,783 7,241
54,105   46,566 7,539
33,568   31,751 1,817
9,400   6,702 2,698
5,800   6,504 -704
8,900   4,652 4,248
11,800   10,727 1,073
13,100   13,273 -173
23,800   22,608 1,192
17,600   18,290 -690
18,800   4,305 14,495
11,255   8,817 2,438
11,400   10,635 765
12,899   13,321 -422
20,300   21,459 -1,159
13,021   12,037 984
19,964   9,455 10,509
32,529   26,658 5,871
5,936   6,001 -65
26,602   28,019 -1,417
11,598   12,012 -414
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
      25,390
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       -501
b       2,522
c       6,866
d       9,435
e       17,813
      7,241
      7,539
      1,817
      2,698
      -704
      4,248
      1,073
      -173
      1,192
      -690
      14,495
      2,438
      765
      -422
      -1,159
      984
      10,509
      5,871
      -65
      -1,417
      -414
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 117,351
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 1,808
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 1,808
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,382
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 426
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,808
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  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletGA
    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 ofbulletTRUIST BANK Telephone no.bullet (404) 813-9304

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet328919798
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (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
     
    No
    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
    BERRY COLLEGE TRUSTEE
    1     		0    
    2277 MARTHA BERRY HIGHWAY NW
    MOUNT BERRY,GA30419
    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 NEW STUDENT LOANS ISSUED 47,098
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet47,098
    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
    1,586,175
    b
    Average of monthly cash balances.......................
    1b
    1,496,171
    c
    Fair market value of all other assets (see instructions)................
    1c
    836,824
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,919,170
    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
    3,919,170
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    58,788
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,860,382
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    193,019
    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
    193,019
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,808
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,808
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    191,211
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    39,808
    5
    Add lines 3 and 4............................
    5
    231,019
    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
    231,019
    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 7 231,019
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 216,606
    b Total for prior years:2019, 20, 20 81,192
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 347,396
    a Applied to 2020, but not more than line 2a 216,606
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment81,192
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 49,598
    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 ..........     		181,421
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DEBBIE EMORY 2777 MARTHA BERRY HWY
    2777 MARTHA BERRY HWY NW
    MOUNT BERRY,GA30149
    (404) 813-9304
    bThe form in which applications should be submitted and information and materials they should include:
    SEE (A) ABOVE
    cAny submission deadlines:
    APPLICATION SHOULD BE SUBMITTED WELL IN ADVANCE OF THE SCHOOL TERM
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    LOANS RESTRICTED TO GA RESIDENTS FOR UNDERGRAD/GRADUATE EDUCATION. PREFER BERRY COLLEGE STUDENTS.
    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
    BERRY COLLEGE
    PO BOX 490129
    MOUNT BERRY,GA30419     		NONE PC SCHOLARSHIPS 297,798
    Total .................................bullet 3a 297,798
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 6,355  
    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 ............     		    18 117,351  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    15 2,229  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   150,400  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    150,400
    (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 AccountingFeesSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2021 AppliedToPriorYearElection
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Election:
    PURSUANT TO CODE SECTION 4942(H) AND REG 53.492(A)-3(D)(2) THE FOUNDATION HEREBY ELECTIONS TO TREAT CURRENT YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEARS UNDISTRIBUTED INCOME AS BEING MADE OUT OF THE UNDISTRIBUTED INCOME FROM THE TAX YEAR 2019 IN THE AMOUNT OF $81,192.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Name of Bond End of Year Book Value End of Year Fair Market Value
    921937835 VANGUARD TOTAL BOND 64,262 62,207
    957663677 WESTERN ASSET CORE B 187,356 187,105

    TY 2021 InvestmentsOtherSchedule2
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    921937835 VANGUARD TOTAL BOND      
    92206C698 VANGUARD RUSSELL 100 AT COST 119,909 161,642
    92206C672 VANGUARD RUSSELL 100 AT COST 45,453 99,139
    45775L408 T ROWE PRICE LARGE-C AT COST 20,856 93,780
    00143W859 INVESCO DEVELOPING M AT COST 31,757 45,985
    92837F482 VIRTUS CEREDEX L/C V      
    412295107 HARDING LOEVNER INTL AT COST 96,237 118,017
    40337834 ARIEL APPRECIATION FU      
    464287481 ISHARES RUSSELL MIDC AT COST 43,136 57,495
    464287648 ISHARES RUSSELL 2000      
    957663677 WESTERN ASSET CORE B      
    0075W0759 EDGEWOOD GROWTH FUND AT COST 22,352 41,679
    09250J734 BLACKROCK EVENT DRIV AT COST 62,964 64,323
    46432F396 ISHARES MSCI USA MOM      
    64128R608 NEUBERGER BERMAN LON AT COST 51,755 56,011
    77956H484 T. ROWE PRICE EMERGI      
    92206C664 VANGUARD RUSSELL 200 AT COST 58,603 66,459
    00170K232 AMG GW&K SMALL/MID C AT COST 31,151 28,989
    040337834 ARIEL APPRECIATION F AT COST 51,658 58,225
    41664T669 HARTFORD DIVIDEND AN AT COST 88,035 86,980
    921943809 VANGUARD DEVELOPED M AT COST 101,056 98,882
    922908363 VANGUARD S&P 500 ETF AT COST 28,292 28,814
    277902235 EATON VANCE ATLANTA      
    78463X848 SPDR MSCI ACWI EX-US      

    TY 2021 OtherAssetsSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    99112970 ABIGAIL GIGLIO 5,538 5,068 5,068
    XXX-XX-XXXX BRITTNI TROLLINGER 1,491 1,223 1,223
    XXX-XX-XXXX JOSHUA MITCHILL 1,314 251 251
    XXX-XX-XXXX ELIZABETH ROBBINS 3,251 3,028 3,028
    XXX-XX-XXXX PAOLA ECHAVARRIA 614 614 614
    XXX-XX-XXXX SARA HESS 2,493 2,151 2,151
    XXX-XX-XXXX WILLIAM RICHARDS 3,342 3,122 3,122
    XXX-XX-XXXX JOSE VIDALEZ 3,161 3,161 3,161
    XXX-XX-XXXX AMANDA MARTINEZ 295 295 295
    XXX-XX-XXXX DAZJON TINAE 3,595 3,595 3,595
    XXX-XX-XXXX RACHEL BARTOE 4,000 3,933 3,933
    XXX-XX-XXXX JASMINE BILES 2,000 2,000 2,000
    XXX-XX-XXXX ERIC EATON 252 189 189
    XXX-XX-XXXX JAROD HOLLAND 4,000 4,000 4,000
    XXX-XX-XXXX ELIZABETH HUTCHINS 175 175 175
    XXX-XX-XXXX SHANNON MONTGOMERY 4,000 4,000 4,000
    XXX-XX-XXXX ZACHARY VALENTINE 98 98 98
    XXX-XX-XXXX CARDIE MCCLURE 4,429 4,184 4,184
    XXX-XX-XXXX BROOKE BURNETT 7,766 7,526 7,526
    XXX-XX-XXXX KRISTIN MILLER-PATTO 3,731 3,522 3,522
    XXX-XX-XXXX SARAH ANDREWS 4,000 4,000 4,000
    XXX-XX-XXXX KENZIE FLEMING 2,417 1,746 1,746
    XXX-XX-XXXX ERIN TYSON 12,000 12,000 12,000
    XXX-XX-XXXX KAYLA FUSS 3,896 3,736 3,736
    XXX-XX-XXXX MORGAN THOMAS 8,562 8,175 8,175
    XXX-XX-XXXX ANTONIO WHITE 2,000 0 0
    XXX-XX-XXXX REBECCA RUCKER 1,380 1,061 1,061
    XXX-XX-XXXX ANDREW MICHAEL 4,000 4,000 4,000
    XXX-XX-XXXX CRISTALE BANKS 4,000 4,000 4,000
    XXX-XX-XXXX JORDAN BRADSHAW 2,776 2,643 2,643
    XXX-XX-XXXX ANTHONY SMITH 6,000 6,000 6,000
    XXX-XX-XXXX MARNIE WALL 5 5 5
    XXX-XX-XXXX CHRISTIAN DELMARTER 4,000 4,000 4,000
    XXX-XX-XXXX CAITLIN BORN 10,000 10,000 10,000
    XXX-XX-XXXX ANDREW BRUMBELOW 6,000 6,000 6,000
    XXX-XX-XXXX SAVANNA HERRON 10,000 10,000 10,000
    XXX-XX-XXXX JASMINE JOHNSON 6,000 6,000 6,000
    XXX-XX-XXXX KARINA SARMIENTO 6,000 6,000 6,000
    XXX-XX-XXXX JAMIL SAWYERR 6,000 6,000 6,000
    XXX-XX-XXXX MEGHAN HUNT 2,000 2,000 2,000
    XXX-XX-XXXX MAYA SMITH 2,000 2,000 2,000
    XXX-XX-XXXX MADISON LETTS 4,000 4,000 4,000
    XXX-XX-XXXX ANN-CHARLOTTE DOWLES 16,684 16,684 16,684
    990013XT6 BC/BLUEMLING, GREGOR 93 93 93
    99103AH81 BC/ BRACKETT HANNAH 15,000 15,000 15,000
    99103AJB2 BC/ WILLIG DANIELLE 1,371 1,371 1,371
    99103BS53 BC/HARVEY KEISHA D 7,877 7,877 7,877
    99103BS87 BC/MADDOX MACHELLE L 105 105 105
    99103GDG4 BC/BAGWELL, ASHLEY R 216 216 216
    99103GDN9 BC/FIRKUS, KRISTA M 255 255 255
    99103GDP4 BC/HOWELL, BRITTNEE 65 65 65
    99103GDT6 BC/SHELTON, ALLISON 537 537 537
    991050BZ7 ANDERSON MORGAN 459 459 459
    991050CA1 ANDERSON DONAVON 2,390 2,390 2,390
    991050CB9 BISHOP KALEB 951 951 951
    991050CC7 BUICE KYLIE 12,000 12,000 12,000
    991050CD5 CALLAWAY LAURA 150 150 150
    991050CE3 CAVER WHITLEY 4,000 4,000 4,000
    991050CF0 CLEMENT BROOKE 9,528 9,528 9,528
    991050CG8 DAVIS JORDAN 3,932 3,932 3,932
    991050CI4 FILETTI JOHN 4,901 4,628 4,628
    991050CK9 HARGRETT NYIA 10,918 10,918 10,918
    991050CL7 MARY JEWELL   0 0
    991050CM5 MCINTOSH ALISON 2,000 2,000 2,000
    991050CO1 HANNAH WARD 1,606 1,341 1,341
    991050CQ6 SCHIPPERS ERIKA 3,446 3,228 3,228
    991050CR4 SMITH KRISTINE 5,933 5,933 5,933
    991050CS2 SUTTON LAWSON 2,404 2,159 2,159
    991050CT0 WILLIAMS GREGORY 4,850 4,450 4,450
    991050GR0 MERLEANN MANUEL 1,922 1,614 1,614
    991050KC8 TAYLOR ARNOLD 1,000 1,000 1,000
    99105BK26 NANA LINGE 2,602 2,362 2,362
    99105BK42 LOUIS PETERS 5,664 5,664 5,664
    99105BK59 CHRISTOPHER VALENTIN 7,000 7,000 7,000
    9911253Y9 MARIE H MCCARY 2,500 2,500 2,500
    9911253Z6 BOBBIE R ABRAMS 4,000 4,000 4,000
    9911254A0 JONATHON D ABRAMS 4,000 4,000 4,000
    9911254C6 COLIN E BEAULIEU 3,459 3,403 3,403
    9911254F9 ERIC A BROTHERTON 5,000 5,000 5,000
    9911254M4 JORDAN E FERRELL 7,312 7,312 7,312
    9911254N2 AUSTIN B GARDNER 1,892 1,506 1,506
    9911254P7 AMANDA M HEMANN 314 79 79
    9911254R3 STEPHANIE M HOWELL 132 132 132
    9911254S1 SHANTRA R HUBBARD 6,000 6,000 6,000
    9911254T9 ALLISON C IVERY 6,000 3,856 3,856
    9911254U6 ALEXANDRA C JONES 3,689 3,689 3,689
    9911254Y8 LUCY E MASSEY 4,741 4,741 4,741
    9911254Z5 ASHLEY B MILAM 163 163 163
    9911255A9 MICHELLE M MILLER 4,377 4,377 4,377
    9911255B7 HANNAH V MILLS 3,232 3,232 3,232
    9911255C5 NAING KOO 3,953 166 166
    9911255G6 REBECCA J REAGAN 1,797 1,797 1,797
    9911255K7 MAHMETHAN M SHADID 6,800 6,800 6,800
    9911255Q4 JAMES R WATERS 334 334 334
    9911255R2 HYANG M BICK 78 78 78
    9911255S0 CRYSTAL A DAVIS 353 353 353
    9911255T8 DEKOTA D JERNIGAN-FO 4,000 4,000 4,000
    9911255V3 CARL REESE 7 7 7
    9911278R5 SARA GHEESLING 2,684 2,447 2,447
    9911278T1 TALIA GRAHAM 3,952 3,952 3,952
    9911278V6 ANDREA HAVERLAND 1,011 728 728
    9911278W4 KIMBERLY HAWKINS 4,000 4,000 4,000
    9911278X2 CONOR MONAGHAN 9,250 9,250 9,250
    9911278Y0 TAYLOR PAYNTER 4,000 4,000 4,000
    9911278Z7 RACHEL ROZIER 4,000 4,000 4,000
    9911290A6 ENIX CHLOE 791 172 172
    9911358F4 JUAN CASTILLA 3,849 3,708 3,708
    9911358G2 KELSEY FULTON 2,915 2,685 2,685
    9911358H0 CELESTE GIANGIACOMO 1,804 1,544 1,544
    9911358K3 AMANDA JOHNSON 59 59 59
    9911358L1 QUENTIN JOHNSON 11,293 10,806 10,806
    9911358M9 KA'SHARA LAMAR 1,937 1,937 1,937
    9911358N7 LEO NARRISON 10,712 10,196 10,196
    9911358P2 ROBERT PADGETT 4,000 4,000 4,000
    9911358Q0 ANNA SHEPHERD 45 45 45
    9911358R8 CHRISTOPHER SMITH 5,523 5,143 5,143
    9911358S6 ASHLEY SWANSON 2,977 2,732 2,732
    9911358T4 CHANCES WAITE 3,375 3,155 3,155
    9911358U1 LAUREN WATSON 2,934 2,734 2,734
    9911358V9 CHRISTOPHER WISENER 3,339 3,056 3,056
    9911358W7 BAILEY WRIGHT 6,930 6,509 6,509
    9911377A2 QUZAL HINZ 1,097 1,097 1,097
    9911377B0 CHRISTIAN ZAPATA 664 229 229
    9911429L6 STUDENT LOAN AMT $2, 1,800 1,800 1,800
    9911429M4 STUDENT LOAN AMT $2, 16,000 16,000 16,000
    9911429N2 STUDENT LOAN AMT $2, 4,000 4,000 4,000
    9911429P7 STUDENT LOAN AMT $2, 7,556 7,556 7,556
    9911465Q0 BRIANNA DOUGHERTY 3,046 2,780 2,780
    9911465T4 BRIANNA WALSH 9,770 9,770 9,770
    9911465U1 KENNETH GERBER 1,295 1,084 1,084
    9911465Y3 TAYLER WALLACE 485 287 287
    9911466A4 CALEB HEARN 354 0 0
    9911495S0 ALEXANDRIA SKINNER 3,541 3,326 3,326
    9911495T8 AYLEEN RITCHER SANCH 9,688 9,367 9,367
    9911495U5 MEAGAN DALRYMPLE 4,000 0 0
    9911495V3 EUGENIO FABRIZIO 6,336 5,414 5,414
    9911495W1 CARRIE STURNIOLO 4,000 4,000 4,000
    9911495Z4 GARRISON BEMIS 4,450 3,341 3,341
    9911497W9 MARCUS GHEE 1,228 1,228 1,228
    9911506F5 SARAH MCDONALD 8,247 7,917 7,917
    9911506T5 JOSEPH WHITE 7,500 7,500 7,500
    9911522K4 CAPRI FRAZIER 8,000 8,000 8,000
    9911525Z8 DENAE RIVERA 2,000 2,000 2,000
    9911528F9 KHALIL WALKER 2,000 2,000 2,000
    9911533U9 BRANDON PALMER 4,000 4,000 4,000
    9911533V7 MATTHEW GILBERT 4,000 4,000 4,000
    9911533W5 COLE JOHNSON 4,000 4,000 4,000
    9911533X3 LILY LEROY 4,000 4,000 4,000
    9911533Y1 AUBREY MCCULLOUGH 4,000 4,000 4,000
    9911535F0 DONNA TORRANCE 2,000 4,000 4,000
    9911539J8 BRITTANY KELLY 2,000 2,000 2,000
    9911539K5 ALEXIS STOKES 2,000 2,000 2,000
    9911541K1 MADELINE CLYBURN 4,000 4,000 4,000
    9911541L9 HALEY OLESON 1,845 1,845 1,845
    9911547B5 NICHOLAS MANSHEIM 2,000 2,000 2,000
    992004XQ9 BC/THOMAS, SHERRI 3,363 3,241 3,241
    992097FS9 BC/MCDOUGALL, DEANA 11,548 11,548 11,548
    993806QG6 BRITTANY HUNTER 2,000 2,000 2,000
    993909YR5 IREKA CANTY 7,319 6,283 6,283
    993909YS3 THOMAS EARP 1,014 921 921
    993909YT1 KRISTIN HARGROVE 208 208 208
    993909YU8 JOSAHANDY ROMAN 1,738 731 731
    993909YX2 NAYSIA HUMPHREY 2,176 1,324 1,324
    993909YY0 STEPHANIE MORRIS 4,050 4,050 4,050
    994909SX8 JENNA BENNETT 7,623 7,038 7,038
    994909TA7 CANZADA BRIDGES 96 96 96
    994909TB5 PAYTON CAMPBELL 14,000 14,000 14,000
    994909TC3 CHRISTOPHER CANNADY 1,394 1,394 1,394
    994909TD1 JESSICA CANTRELL 94 94 94
    994909TF6 KATHERINE COLLUM 75 75 75
    994909TG4 KRISTEN HENNESSEY 197 197 197
    994909TH2 SCOTLYN HILL 7,988 7,988 7,988
    994909TN9 JULIA NYLANDER 4,000 4,000 4,000
    994909TP4 REBECCA OUELLETTE 16,000 16,000 16,000
    994909TS8 AMBER RABUN 35 35 35
    994909TT6 DANIELLE RENDER 2,351 1,751 1,751
    994909TV1 QUASHANNA SENSLEY 2,444 2,444 2,444
    994909TX7 HAYDEN SLOAN 1,495 1,228 1,228
    994909TY5 MARY TURBYFILL 7,353 6,763 6,763
    994909UC1 DANIEL WARNER 12,258 12,258 12,258
    994909UD9 JORDAN WEST 2,001 1,747 1,747
    994909UE7 ARIEL WILLIAMS 3,313 3,010 3,010
    994909UF4 REBECCA YANAI 7,253 7,114 7,114
    994909UG2 PATRICK YOUNG 46 46 46
    994909UH0 ROSALYN ZOCK 5,575 4,803 4,803
    994929BB2 JAMES PIERCE 4,170 4,170 4,170
    994929RZ2 ALISON MCINTOSH 435 435 435
    994939KW5 TANEY TUCKER 1,432 1,220 1,220
    994990Q93 JAMEEL JOHNSON 18,510 18,510 18,510
    99A10AN44 BERRY COLLEGE STUDEN 1,000 1,000 1,000
    99A10AN51 BERRY COLLEGE STUDEN 386 386 386
    99A10AN93 BERRY COLLEGE STUDEN 1,000 1,000 1,000
    99A10ANM4 BERRY COLLEGE STUDEN 92 92 92
    99A10ANR3 BERRY COLLEGE STUDEN 994 711 711
    99A10ANT9 BERRY COLLEGE STUDEN 532 240 240
    99A10ANU6 BERRY COLLEGE STUDEN 1,000 0 0
    99A10ANV4 BERRY COLLEGE STUDEN 1,000 1,000 1,000
    99A10ANW2 BERRY COLLEGE STUDEN 99 99 99
    99A10ANX0 BERRY COLLEGE STUDEN 6,759 6,759 6,759
    99A10ANZ5 BERRY COLLEGE STUDEN 96 96 96
    99A10AP34 BERRY COLLEGE STUDEN   0 0
    99A10AP42 BERRY COLLEGE STUDEN 4,446 4,446 4,446
    99A10AP83 BERRY COLLEGE STUDEN 2,120 1,848 1,848
    99A10APA8 BERRY COLLEGE STUDEN 49 49 49
    99A10APC4 BERRY COLLEGE STUDEN 115 115 115
    99A10APF7 BERRY COLLEGE STUDEN 99 99 99
    99A10APJ9 BERRY COLLEGE STUDEN 1,000 1,000 1,000
    99A10APK6 BERRY COLLEGE STUDEN 1,899 1,759 1,759
    99A10AQA7 BERRY COLLEGE STUDEN 5,000 5,000 5,000
    99A10AQF6 BERRY COLLEGE STUDEN 28 28 28
    99A10AQH2 BERRY COLLEGE STUDEN 1,723 1,156 1,156
    99A10AQJ8 BERRY COLLEGE STUDEN 624 624 624
    99A10AQM1 BERRY COLLEGE STUDEN 1,049 1,049 1,049
    99A10AQT6 BERRY COLLEGE STUDEN 841 670 670
    99A10AQZ2 BERRY COLLEGE STUDEN 92 92 92
    99A10C789 VICTORIA BERRIOS 2,420 2,330 2,330
    99A10C797 CAITLYN BUCKALEW 3,933 3,933 3,933
    99A10C8A3 JASMINE DALLAS 3,009 2,780 2,780
    99A10C8B1 TAYLOR KRAUSE 3,374 3,268 3,268
    99A10C8C9 ALTON MCCLOUD 4,000 4,000 4,000
    99A10C8D7 BRIANNA SAYLORS 5,135 4,669 4,669
    99A10C8E5 NIA SMITH 7,675 7,675 7,675
    99A10C8F2 JORDAN ARNETT 706 706 706
    99A10C8G0 JESSIE MOORE 8,772 8,772 8,772
    99A10C9K0 ETHAN MILLER 1,322 713 713
    99A10C9L8 BREANNA COUCH 3,009 2,780 2,780
    99A10DCV0 JOHN ROBERT GALE 3,726 3,726 3,726
    99A10DER7 GENESIS NAZARIO 4,000 4,000 4,000
    99A10DES5 DANIEL POLAND 1,200 1,200 1,200
    99A10DF62 DAYANARA BULLOCK 2,000 4,000 4,000
    99A10DFJ4 BETHANY PARKER 2,000 2,000 2,000
    XXX-XX-XXXX RACHEL SILER   4,000 4,000
    XXX-XX-XXXX CHRISTOPHER FOSSETT   4,000 4,000
    XXX-XX-XXXX NATHANIEL ODUM   4,000 4,000
    9911551Y8 MICHAEL JOHNSON   3,300 3,300
    9911551Z5 CAMERON WILLIAMS   1,798 1,798
    9911566D7 T'KEYIA DANIELS   2,000 2,000
    9911573K2 MASON CLARK   2,000 2,000
    9911573L0 SARAH HUFFMAN   2,000 2,000
    9911573M8 AVERY TAYLOR   2,000 2,000
    9911573N6 ALEXIS ROGERS   2,000 2,000
    9911573P1 SARAH BAKER   2,000 2,000
    9911573Q9 MIRIAM DAVENPORT-RAY   2,000 2,000
    99A10D1B6 BRANDON CODE   2,000 2,000
    99A10DX13 MICHAEL MCCOY   2,000 2,000
    99A10DX21 BAILEY JOHNSON   2,000 2,000
    99A10DX39 AARON ANTOINE   2,000 2,000
    99A10DXZ8 JASON THREADGILL   4,000 4,000


    TY 2021 OtherDecreasesSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Description Amount
    2021 TRANSACTION POSTED IN 2021 399


    TY 2021 OtherIncomeSchedule2
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNAPPLIED PRINCIPAL LOAN REPAYMENT 2,229 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Description Amount
    ROUNDING 7
    2020 TRANSACTION POSTED IN 2021 388


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 17,663 17,663    


    TY 2021 TaxesSchedule
    Name:
    IA JOHN T HALL
    EIN:
    58-6026022
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 498 0   0
    FOREIGN TAXES ON QUALIFIED FOR 402 402   0
    FOREIGN TAXES ON NONQUALIFIED 47 47   0