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
COUCH FAMILY FOUNDATION
 
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

59-2926563
B Telephone number (see instructions)

(407) 237-4500
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$8,361,325J 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      
4 Dividends and interest from securities... 125,075 124,201  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 137,731
b Gross sales price for all assets on line 6a 665,971
7 Capital gain net income (from Part IV, line 2)... 137,731
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 26,137 26,137  
12 Total. Add lines 1 through 11........ 288,943 288,069  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
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 35,505 26,678   8,828
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 5,759 2,964   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications.......... 78 0 0 78
23 Other expenses (attach schedule)....... Click to see attachment 5,465 5,465    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,307 35,107 0 11,406
25 Contributions, gifts, grants paid....... 132,225 132,225
26 Total expenses and disbursements. Add lines 24 and 25 181,532 35,107 0 143,631
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 107,411
b Net investment income (if negative, enter -0-) 252,962
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.............   135,311 135,311
2 Savings and temporary cash investments......... 161,416 197,326 197,326
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)....... 850,173 Click to see attachment824,206 1,013,772
c Investments—corporate bonds (attach schedule)....... 865,444 Click to see attachment940,540 952,352
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,294,494 Click to see attachment2,305,687 4,100,714
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment296,781 Click to see attachment258,351 Click to see attachment1,961,850
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,468,308 4,661,421 8,361,325
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........ 4,468,308 4,661,421
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)..... 4,468,308 4,661,421
30 Total liabilities and net assets/fund balances (see instructions). 4,468,308 4,661,421
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
4,468,308
2
Enter amount from Part I, line 27a .....................
2
107,411
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
86,725
4
Add lines 1, 2, and 3 ..........................
4
4,662,444
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,023
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,661,421
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 107. AT&T INC     2021-01-14
b 51. EATON CORP PLC     2021-01-14
c 146. AT&T INC     2021-02-02
d 126. BRISTOL MYERS SQUIBB COMPANY     2021-02-02
e 55. GW PHARMACEUTICALS SPONS ADR     2021-02-03
39. GW PHARMACEUTICALS SPONS ADR     2021-02-03
17. PNC BANK CORP COM     2021-02-22
15000. CELGENE CORP 4.000% 8/15/23   2016-09-28 2021-02-23
59. J.P. MORGAN CHASE & CO.     2021-03-04
256. REGIONS FINANCIAL CORP     2021-03-04
120. CAE INC   2019-11-21 2021-03-16
105. ROYAL DUTCH SHELL PLC SPONS ADR   2016-05-19 2021-03-16
20. APTIV PLC   2016-12-15 2021-03-16
250. MICROSOFT CORPORATION   2020-08-31 2021-03-26
33. CDN IMPERIAL BK OF COMMERCE     2021-03-30
137. STMICROELECTRONICS NV SPONS NY SHS   2020-02-12 2021-04-06
96. CISCO SYSTEMS     2021-04-21
16. LVMH MOET HENNESSY LOUIS UNSPONS ADR   2017-12-20 2021-04-21
14. PNC BANK CORP COM     2021-04-21
36. RIO TINTO PLC SPONS ADR   2016-08-02 2021-04-21
21. SONY CORP-SPONSORED ADR ONE ADR REPRS 1 SHARE   2015-03-05 2021-04-21
77. CISCO SYSTEMS     2021-05-12
50. PNC BANK CORP COM     2021-05-12
85. CANADIAN NATIONAL RAILWAY CO   2018-10-15 2021-05-26
15. DSV A/S UNSPONS ADR   2017-09-25 2021-06-01
45. KIRKLAND LAKE GOLD LTD   2019-07-23 2021-06-01
199. AT&T INC     2021-06-07
127. REGIONS FINANCIAL CORP   2019-05-31 2021-06-07
15.2 ORGANON & CO     2021-06-09
11.8 ORGANON & CO     2021-06-09
.7 ORGANON & CO   2020-03-12 2021-06-24
35. BROOKFIELD ASSET MANAGEMENT INC CL A   2020-05-27 2021-06-28
9. NESTLE SA SPONS ADR   2020-05-18 2021-06-28
15. NOVO-NORDISK A S ADR   2020-01-16 2021-06-28
22. ROYAL DUTCH SHELL PLC SPONS ADR   2016-05-19 2021-06-28
65. CDN IMPERIAL BK OF COMMERCE     2021-06-29
29. CROWN CASTLE INC REIT     2021-06-29
45. PHILIP MORRIS INTERNATIONAL     2021-06-29
323.067 DFA US SMALL CAP PORTFOLIO   2017-03-13 2021-07-06
574.712 EATON VANCE-ATLANTA SMID-R6   2020-12-16 2021-07-06
164. ISHARES DOW JONES SEL DIVIDEND INDEX   2019-09-16 2021-07-06
40. ISHARES TR RUSSELL 1000 GROWTH INDEX FD   2017-07-11 2021-07-06
235.156 T ROWE PR QM US S/C GR EQ-I   2013-04-22 2021-07-06
.7241 BROOKFIELD ASSET MANAGEMENT CL A   2021-06-28 2021-07-08
30000. DIAGEO INVESTMENT 2.875% 5/11/22   2018-06-27 2021-07-22
15. FRANCO NEVADA CORP   2019-07-23 2021-08-02
3. SHOPIFY INC CL A   2016-08-19 2021-08-02
7. ACCENTURE PLC IRELAND SHS   2015-07-31 2021-08-02
52. CISCO SYSTEMS     2021-08-11
21. INTERNATIONAL BUSINESS MACHINES CORP   2020-04-27 2021-08-11
71. PFIZER INCORPORATED     2021-08-11
118. PFIZER INCORPORATED     2021-08-23
1. BROOKFIELD ASSET MANAGEMENT CL A   2021-06-28 2021-08-25
50. CISCO SYSTEMS     2021-08-31
61. PFIZER INCORPORATED     2021-08-31
30000. JOHNSON & JOHNSON 2.450% 3/01/26   2017-07-20 2021-09-16
37. INFINEON TECHNOLOGIES AG SPONS ADR   2021-04-06 2021-09-20
29. LONZA GROUP AG UNSPONS ADR   2021-02-24 2021-09-20
25. NOVO-NORDISK A S ADR   2020-01-16 2021-09-20
6. ICON PLC   2014-09-17 2021-09-20
8. WILLIS TOWERS WATSON PLC   2019-09-11 2021-09-20
306. MELCO RESORTS & ENTERTAINMENT ADR   2021-09-20 2021-09-27
246. MELCO RESORTS & ENTERTAINMENT ADR     2021-09-27
40. CDN IMPERIAL BK OF COMMERCE     2021-09-29
23. PHILIP MORRIS INTERNATIONAL   2018-04-19 2021-09-29
70. MERCK & CO INC     2021-10-04
20000. FRANKLIN RES INC 2.850% 3/30/25   2016-11-07 2021-10-05
30000. AMERICAN HONDA MTN 3.500% 2/15/28   2018-06-27 2021-10-12
15000. COSTCO WHOLESALE 3.000% 5/18/27   2018-04-23 2021-10-12
20000. BURLINGTON NORTH 3.650% 9/01/25   2016-11-07 2021-10-27
20000. BLACKROCK INC 3.500% 3/18/24   2016-11-07 2021-11-02
25000. CME GROUP INC 3.000% 3/15/25   2017-03-21 2021-11-02
252. AIA GROUP LTD SPONS ADR   2016-09-14 2021-11-03
48. CDN IMPERIAL BK OF COMMERCE     2021-11-08
109. CISCO SYSTEMS     2021-11-08
19. SONY CORP-SPONSORED ADR ONE ADR REPRS 1 SHARE   2015-03-05 2021-11-08
11. CHUBB LTD     2021-11-08
17. CYBERARK SOFTWARE LTD/ISRAEL   2018-12-28 2021-11-08
55. INTERNATIONAL BUSINESS MACHINES CORP     2021-11-11
11. KYNDRYL HOLDINGS INC     2021-11-11
124. REGIONS FINANCIAL CORP     2021-11-11
13. ORION OFFICE REIT   2021-11-12 2021-11-19
.1 ORION OFFICE REIT   2021-11-12 2021-11-29
33. PEPSICO INCORPORATED     2021-12-15
120. PFIZER INCORPORATED     2021-12-15
65. COCA COLA COMPANY     2021-12-17
35. PEPSICO INCORPORATED     2021-12-17
CAPITAL GAIN DIVIDENDS P    
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,074   4,013 -939
b 6,378   5,238 1,140
c 4,195   5,351 -1,156
d 7,948   7,357 591
e 11,745   6,238 5,507
8,328   6,194 2,134
2,909   2,379 530
16,348   16,369 -21
8,994   5,979 3,015
5,253   3,916 1,337
3,362   3,200 162
4,508   5,106 -598
2,964   1,149 1,815
58,725   56,626 2,099
3,242   3,032 210
5,359   4,274 1,085
4,973   4,339 634
2,411   959 1,452
2,436   1,948 488
3,061   1,183 1,878
2,267   591 1,676
3,977   3,278 699
9,584   5,423 4,161
9,066   7,201 1,865
1,836   557 1,279
1,939   2,055 -116
5,791   7,165 -1,374
2,847   1,772 1,075
424   572 -148
329   429 -100
21   24 -3
1,813   1,120 693
1,136   975 161
1,249   917 332
891   1,070 -179
7,366   5,845 1,521
5,731   4,772 959
4,423   3,847 576
15,000   10,929 4,071
25,000   21,333 3,667
18,910   16,852 2,058
10,989   4,780 6,209
12,000   4,485 7,515
37   50 -13
30,622   29,907 715
2,390   1,341 1,049
4,514   126 4,388
2,225   724 1,501
2,905   2,064 841
2,986   2,650 336
3,288   2,886 402
5,907   4,784 1,123
61   69 -8
2,954   1,850 1,104
2,848   2,412 436
31,914   29,660 2,254
1,536   1,597 -61
2,299   1,887 412
2,475   1,528 947
1,590   342 1,248
1,814   1,530 284
3,159   3,040 119
2,540   5,002 -2,462
4,474   3,462 1,012
2,291   1,937 354
5,817   5,453 364
21,237   20,452 785
33,029   29,601 3,428
16,328   14,526 1,802
21,774   21,762 12
21,300   21,538 -238
26,402   25,140 1,262
11,069   6,585 4,484
5,754   4,067 1,687
6,230   3,817 2,413
2,348   535 1,813
2,111   1,336 775
3,348   1,239 2,109
6,648   6,483 165
240   323 -83
2,994   1,360 1,634
229   268 -39
2   2  
5,632   4,421 1,211
6,876   4,406 2,470
3,809   2,040 1,769
5,964   4,266 1,698
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
      34,090
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       -939
b       1,140
c       -1,156
d       591
e       5,507
      2,134
      530
      -21
      3,015
      1,337
      162
      -598
      1,815
      2,099
      210
      1,085
      634
      1,452
      488
      1,878
      1,676
      699
      4,161
      1,865
      1,279
      -116
      -1,374
      1,075
      -148
      -100
      -3
      693
      161
      332
      -179
      1,521
      959
      576
      4,071
      3,667
      2,058
      6,209
      7,515
      -13
      715
      1,049
      4,388
      1,501
      841
      336
      402
      1,123
      -8
      1,104
      436
      2,254
      -61
      412
      947
      1,248
      284
      119
      -2,462
      1,012
      354
      364
      785
      3,428
      1,802
      12
      -238
      1,262
      4,484
      1,687
      2,413
      1,813
      775
      2,109
      165
      -83
      1,634
      -39
       
      1,211
      2,470
      1,769
      1,698
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 137,731
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 3,516
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 3,516
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,223
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,223
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 3
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 2,704
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,704 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)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (407) 237-4500

    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)
     
    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
    MARTHA COUCH PRESIDENT
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    THEODORE J COUCH SR VICE PRESIDENT
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    THEODORE J COUCH JR DIRECTOR/SECRETARY
    2     		0    
    716 W FLETCHER
    TAMPA,FL33612
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,761,557
    b
    Average of monthly cash balances.......................
    1b
    259,509
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,971,199
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,992,265
    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
    7,992,265
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    119,884
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,872,381
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    393,619
    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
    393,619
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,516
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,516
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    390,103
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    390,103
    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
    390,103
    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 7 390,103
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 143,631
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 143,631
    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 ..........     		246,472
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    STRAZ CENTER FOR THE PERFORMING ARTS
    1010 N MACINNES PLACE
    TAMPA,FL33602     		NONE PC GENERAL OPERATING 17,500
    ST JOHN PAUL CATHOLIC SCHOOL
    4341 W HOMOSASSA TRL
    LECANTO,FL34461     		NONE PC GENERAL OPERATING 5,000
    WOMEN'S FUND OF THE BLUE RIDGE
    895 STATE FARM RD 403-8
    BOONE,NC28607     		NONE PC GENERAL OPERATING 10,000
    BLOWING ROCK COMMUNITY FOUNDATION
    PO BOX 525
    BLOWING ROCK,NC28765     		NONE PC GENERAL OPERATING 15,000
    CRISTO REY SALESIAN HIGH SCHOOL
    6400 EAST CHELSEA STREET
    TAMPA,FL33610     		NONE PC GENERAL OPERATING 10,000
    UNIVERSITY AREA COMMUNITY DEVELOPMENT
    14013 N 22ND STREET
    TAMPA,FL33613     		NONE PC GENERAL OPERATING 4,500
    CHILDRENS HOME SOCIETY OF FLORIDA
    5768 S SEMORAN BLVD
    ORLANDO,FL32822     		NONE PC GENERAL OPERATING 4,000
    LIFE ENRICHMENT CENTER
    9704 N BLVD
    TAMPA,FL33612     		NONE PC GENERAL OPERATING 7,500
    MORE HEALTH
    3821 HENDERSON BLVD
    TAMPA,FL33629     		NONE PC GENERAL OPERATING 5,000
    PTA FLORIDA CONGRESS
    13615 N 2ND STREET
    TAMPA,FL33613     		NONE PC GENERAL OPERATING 2,000
    TURCHIN CENTER FOR THE VISUAL ARTS
    ASU BOX 32139
    BOONE,NC28608     		NONE PC GENERAL OPERATING 3,000
    KEEP TAMPA BAY BEAUTIFUL
    730 W EMMA STREET
    TAMPA,FL33603     		NONE PC GENERAL OPERATING 725
    JESUIT HIGH SCHOOL
    4701 N HIMES AVENUE
    TAMPA,FL33614     		NONE PC GENERAL OPERATING 10,000
    CATHERINE'S HOUSE BELMONT
    PO BOX 1633
    BELMONT,NC28012     		NONE PC GENERAL OPERATING 3,000
    ST ELIZABETHS CATHOLIC CHURCH
    259 PILGRIMS WAY
    BOONE,NC28607     		NONE PC GENERAL OPERATING 5,000
    OUR LADY OF FATIMA CATHOLIC CHURCH
    550 US HIGHWAY 41 SOUTH
    INVERNESS,FL34450     		NONE PC GENERAL OPERATING 2,500
    METROPOLITAN MINISTRIES
    2002 N FLORIDA AVE
    TAMPA,FL33602     		NONE PC GENERAL OPERATING 20,000
    BIG BROTHERSSISTERS TAMPA BAY
    4630 WOODLAND CORP BLVD 160
    TAMPA,FL33614     		NONE PC GENERAL OPERATING 2,500
    SALVATION ARMY
    PO BOX 2839
    TAMPA,FL33601     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 132,225
    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 ...........     		         
    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 ............     		    18 137,731  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aLEASE INCOME     		    1 13,662  
    bPARTNERSHIP INCOME     1 12,475  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   288,943  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,943
    (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:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Name of Bond End of Year Book Value End of Year Fair Market Value
    3135G0Q22 FEDERAL NATIONAL MOR 19,138 20,550
    912828X88 UNITED STATES TREASU 15,146 15,831
    912828D56 UNITED STATES TREASU 19,841 20,766
    02665WCE9 AMERICAN HONDA FINAN    
    06051GFX2 BANK OF AMERICA CORP 25,868 26,930
    09247XAL5 BLACKROCK INC    
    110122BB3 BRISTOL-MYERS SQUIBB 14,910 16,140
    12189LAY7 BURLINGTON NORTH SAN    
    14040HBD6 CAPITAL ONE FINANCIA 20,616 20,725
    149123CG4 CATERPILLAR INC 30,747 31,373
    151020AJ3 CELGENE CORP    
    12572QAG0 CME GROUP INC    
    22160KAM7 COSTCO WHOLESALE COR    
    25245BAB3 DIAGEO INVESTMENT CO    
    30231GAC6 EXXON MOBIL CORPORAT 21,007 20,899
    354613AK7 FRANKLIN RESOURCES I    
    375558AW3 GILEAD SCIENCES INC 18,099 18,921
    458140AX8 INTEL CORP 25,263 26,801
    478160BY9 JOHNSON & JOHNSON    
    46625HRL6 JPMORGAN CHASE & CO 24,960 25,567
    637432NP6 NATIONAL RURAL UTIL 29,292 32,354
    665859AU8 NORTHERN TRUST CORP 21,381 21,529
    68389XBC8 ORACLE CORP 20,473 20,767
    693475AT2 PNC FINANCIAL SERVIC 25,180 26,942
    806854AH8 SCHLUMBERGER INVESTM 26,475 26,112
    857477AM5 STATE STREET CORP 27,109 26,304
    872540AQ2 TJX COS INC 19,288 20,648
    92343VCR3 VERIZON COMMUNICATIO 18,560 19,153
    949746SH5 WELLS FARGO & COMPAN 24,528 26,265
    037833DP2 APPLE INC 20,056 20,471
    06406RAH0 BANK OF NY MELLON CO 22,680 22,439
    3130AFFX0 FEDERAL HOME LOAN BA 22,342 22,343
    3137EAEX3 FEDERAL HOME LOAN MO 24,858 24,323
    3137EAEZ8 FEDERAL HOME LOAN MO 24,987 24,779
    45866FAK0 INTERCONTINENTAL EXC 26,349 24,850
    713448EL8 PEPSICO INC 20,835 21,042
    912828U24 UNITED STATES TREASU 20,566 20,688
    912828X70 UNITED STATES TREASU 26,494 25,678
    00914AAJ1 AIR LEASE CORP 9,389 9,283
    026874DH7 AMERICAN INTL GROUP 10,038 9,754
    06051GHQ5 BANK OF AMERICA CORP 18,938 18,726
    172967LP4 CITIGROUP INC 18,765 18,335
    172967ND9 CITIGROUP INC 20,005 19,946
    25470DBF5 DISCOVERY COMMUNICAT 8,898 8,844
    26884ABN2 ERP OPER LTD PARTNER 9,632 9,707
    31620RAJ4 FIDELITY NATIONAL FI 9,617 9,501
    316773CX6 FIFTH THIRD BANCORP 16,176 15,714
    38141GXG4 GOLDMAN SACHS GROUP 18,770 18,302
    38141GXJ8 GOLDMAN SACHS GROUP 18,178 17,976
    47233JGT9 JEFFERIES GROUP LLC 9,908 9,836
    61761JVL0 MORGAN STANLEY 18,390 18,104
    64128K579 NEUBERGER BERMAN HIG 45,631 46,921
    69121KAE4 OWL ROCK CAPITAL COR 9,438 9,145
    7591EPAT7 REGIONS FINANCIAL CO 8,875 8,804
    824348AW6 SHERWIN-WILLIAMS CO 8,728 8,655
    84861TAH1 SPIRIT REALTY LP 9,087 8,760
    91282CBV2 UNITED STATES TREASU 15,029 14,849

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1317205 AIA GROUP LTD    
    25537101 AMERICAN ELEC PWR INC    
    31162100 AMGEN INC    
    110122108 BRISTOL MYERS SQUIBB 8,869 9,041
    110448107 BRITISH AMERN TOB PL 25,757 26,299
    112585104 BROOKFIELD ASSET MAN 6,883 12,982
    124765108 CAE INC 7,846 9,667
    136069101 CDN IMPERIAL BK OF C 7,940 11,423
    136375102 CANADIAN NATIONAL RA    
    166764100 CHEVRON CORP 26,086 29,338
    191216100 COCA COLA CO 4,719 5,921
    294821608 ERICSSON SPONSORED 11,859 10,772
    307305102 FANUC CORP UNSPONSOR 11,007 12,412
    351858105 FRANCO NEVADA CORP 7,497 9,819
    370334104 GENERAL MLS INC 9,749 10,646
    375558103 GILEAD SCIENCES INC 20,826 23,380
    446150104 HUNTINGTON BANCSHARE 13,971 15,636
    459200101 INTL BUSINESS MACHIN    
    494368103 KIMBERLY CLARK CORP 11,766 12,148
    500458401 KOMATSU LTD SPONSORE 11,371 10,259
    502117203 L'OREAL CO UNSPONSOR 7,442 12,977
    502441306 LVMH MOET HENNESSY L 4,317 11,916
    585464100 MELCO RESORTS & ENTE    
    594918104 MICROSOFT CORP    
    636274409 NATIONAL GRID PLC SP 16,341 19,092
    641069406 NESTLE SA SPONSORED 9,670 12,493
    654445303 NINTENDO LTD UNSPONS 8,796 10,974
    670100205 NOVO NORDISK AS SPON 7,131 12,320
    693475105 PNC FINL SVCS GROUP    
    713448108 PEPSICO INC 3,676 5,906
    717081103 PFIZER INC 7,343 12,578
    718172109 PHILIP MORRIS INTL I 19,498 23,560
    744573106 PUBLIC SERVICE ENTER 4,859 6,473
    767204100 RIO TINTO PLC SPONSO 8,229 12,919
    771195104 ROCHE HOLDING LTD SP 11,264 13,233
    780259206 ROYAL DUTCH SHELL PL 9,350 11,631
    803054204 SAP SE SPONSORED 6,875 10,929
    835699307 SONY GROUP CORP SPON 3,713 12,008
    842587107 SOUTHERN COMPANY 16,914 21,740
    861012102 STMICROELECTRONICS N    
    870195104 SWEDBANK AB SPONSORE 9,873 10,603
    904767704 UNILEVER PLC SPONSOR 21,384 20,763
    911271302 UNITED OVERSEAS BANK 10,959 11,254
    989825104 ZURICH INSURANCE GRO 10,263 12,012
    4.9741E+104 KIRKLAND LAKE GOLD    
    8.9151E+113 TOTAL SE SPONSORED    
    00206R102 AT&T INC 12,161 8,684
    00287Y109 ABBVIE INC 18,603 33,173
    05534B760 BCE INC 20,409 23,158
    17275R102 CISCO SYSTEMS INC    
    23304Y100 DBS GROUP HLDGS LTD 7,921 12,170
    25243Q205 DIAGEO PLC SPONSORED 6,969 13,208
    25746U109 DOMINION ENERGY INC 12,912 15,948
    26251A108 DSV A/S UNSPONSORED 3,415 10,799
    29250N105 ENBRIDGE INC 19,695 20,712
    30231G102 EXXON MOBIL CORP 30,519 26,924
    36197T103 GW PHARMACEUTICALS S    
    46625H100 JP MORGAN CHASE & CO    
    58933Y105 MERCK & CO INC 20,277 21,076
    66987V109 NOVARTIS AG SPONSORE 9,835 11,109
    69351T106 PPL CORPORATION 9,411 10,070
    7591EP100 REGIONS FINANCIAL CO 4,440 6,278
    82509L107 SHOPIFY INC CL A 294 9,642
    83175M205 SMITH & NEPHEW PLC S 10,234 9,521
    87807B107 TC ENERGY CORP 10,496 10,239
    88579Y101 3M CO 7,286 8,526
    92343V104 VERIZON COMMUNICATIO 17,543 20,576
    92857W308 VODAFONE GROUP PLC 24,105 15,945
    94106B101 WASTE CONNECTIONS IN 4,824 11,310
    G1151C101 ACCENTURE PLC CL A 3,726 14,924
    G29183103 EATON CORP PLC    
    G4705A100 ICON PLC 2,393 13,007
    G50871105 JAZZ PHARMACEUTICALS 10,687 10,956
    G6095L109 APTIV PLC 3,402 11,382
    G96629103 WILLIS TOWERS WATSON 9,382 11,400
    H1467J104 CHUBB LTD 7,249 11,792
    M2682V108 CYBERARK SOFTWARE LT 4,373 10,397
    025537101 AMERICAN ELEC PWR IN 15,459 16,548
    031162100 AMGEN INC 12,075 12,823
    05565A202 BNP PARIBAS SPONSORE 11,699 11,724
    205887102 CONAGRA BRANDS INC 7,062 6,967
    26441C204 DUKE ENERGY CORP 10,671 11,539
    45662N103 INFINEON TECHNOLOGIE 10,880 11,776
    49741E100 KIRKLAND LAKE GOLD L 10,439 10,865
    539830109 LOCKHEED MARTIN CORP 6,478 6,753
    54338V101 LONZA GROUP AG UNSPO 8,721 11,189
    89151E109 TOTAL SE SPONSORED 11,502 11,326
    902973304 US BANCORP 11,060 11,515
    931427108 WALGREENS BOOTS ALLI 6,215 6,416
    969457100 WILLIAMS COS INC 14,023 13,593
    N20944109 CNH INDUSTRIAL NV 11,318 12,688

    TY 2021 InvestmentsOtherSchedule2
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    756109104 REALTY INCOME CORP AT COST 9,076 9,378
    464287168 ISHARES DJ SELECT DI AT COST 296,812 490,360
    464287614 ISHARES RUSSELL 1000 AT COST 305,692 1,283,478
    464287598 ISHARES RUSSELL 1000 AT COST 911,767 1,377,026
    233203843 DFA US SMALL CAP POR AT COST 51,239 71,262
    277902235 EATON VANCE ATLANTA AT COST 97,950 165,422
    314172362 FEDERATED HERMES INT      
    00143W859 INVESCO DEVELOPING M AT COST 112,268 116,089
    09257V201 BLACKSTONE ALTERNATI AT COST 250,500 263,094
    22822V101 CROWN CASTLE INTERNA AT COST 15,110 19,622
    64128K579 NEUBERGER BERMAN HIG      
    87283A102 T. ROWE PRICE QM US AT COST 26,152 63,913
    253868103 DIGITAL REALTY TRUST AT COST 5,564 7,605
    31421N824 FEDERATED HERMES INT AT COST 223,557 233,465

    TY 2021 OtherAssetsSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    90 ACRES CITRUS COUNTY, FL 36,000 36,000 315,000
    40 ACRES CITRUS COUNTY, FL 36,198 36,198 160,000
    316 ACRES CITRUS COUNTY, FL 73,545 73,545 1,350,000
    BLACKSTONE ALTERNATIVES 151,038 112,608 136,850


    TY 2021 OtherDecreasesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Amount
    2021 TRANSACTIONS POSTED IN 2022 235
    ACCRUED INTEREST PAID - CURRENT YEAR 514
    COST BASIS ADJUSTMENT 95
    WASH SALE ADJUSTMENT 179


    TY 2021 OtherExpensesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE EXPENSE 1,970 1,970   0
    ADR FEE 299 299   0
    MISCELLANEOUS EXPENSES 61 61   0
    REAL ESTATE TAX 1,343 1,343   0
    BLACKSTONE ALTERNATIVE EXPENSE 1,792 1,792   0


    TY 2021 OtherIncomeSchedule2
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LEASE INCOME 13,662 13,662  
    BLACKSTONE ALTERNATIVE INCOME 12,475 12,475  


    TY 2021 OtherIncreasesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Description Amount
    2020 TRANSACTIONS POSTED IN 2021 248
    MUTUAL FUND EARNINGS 31
    ACCRUED INTEREST PAID - PRIOR YEAR 52
    PRIOR PERIOD ADJUSTMENT 86,394


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUIST BANK FEES 32,367 23,540   8,828
    INVESTMENT MANAGEMENT FEES 3,138 3,138    


    TY 2021 TaxesSchedule
    Name:
    COUCH FAMILY FOUNDATION
    EIN:
    59-2926563
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAID - PRIOR YEAR 1,111 0   0
    FEDERAL ESTIMATES 1,684 0   0
    FOREIGN TAX PAID 2,964 2,964   0