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
PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 236
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MD21613
A Employer identification number

45-4239221
B Telephone number (see instructions)

(410) 228-0565
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$8,686,331J 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 305 305  
4 Dividends and interest from securities... 120,748 120,749  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 146,153
b Gross sales price for all assets on line 6a 303,427
7 Capital gain net income (from Part IV, line 2)... 146,153
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 2,617 2,617  
12 Total. Add lines 1 through 11........ 269,823 269,824  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,669      
b Accounting fees (attach schedule)....... Click to see attachment 2,400      
c Other professional fees (attach schedule).... Click to see attachment 48,993 48,993    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 0      
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 3,343      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 56,405 48,993   0
25 Contributions, gifts, grants paid....... 217,500 217,500
26 Total expenses and disbursements. Add lines 24 and 25 273,905 48,993   217,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,082
b Net investment income (if negative, enter -0-) 220,831
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,076 1,877 1,877
2 Savings and temporary cash investments......... 180,858 445,484 445,484
3 Accounts receivable bullet491
Less: allowance for doubtful accounts bullet   491 491 491
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).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 10,401 8,624 8,624
10a Investments—U.S. and state government obligations (attach schedule) 149,891    
b Investments—corporate stock (attach schedule)....... 3,073,327 Click to see attachment2,957,868 8,229,855
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,417,044 3,414,344 8,686,331
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
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........... 3,417,044 3,414,344
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........    
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)..... 3,417,044 3,414,344
30 Total liabilities and net assets/fund balances (see instructions). 3,417,044 3,414,344
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
3,417,044
2
Enter amount from Part I, line 27a .....................
2
-4,082
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,159
4
Add lines 1, 2, and 3 ..........................
4
3,416,121
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,777
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,414,344
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b
c
d
e
(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 303,427 0 157,274 146,153
b
c
d
e
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 0 0 0 146,153
b
c
d
e
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 2 146,153
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 3,070
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 3,070
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,624
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -8624 7 8,624
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 5,554
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,554 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bullet
    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
     
    No
    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 ofbulletSTEVEN ADAMS Telephone no.bullet (410) 228-0565

    Located atbulletPO BOX 236CAMBRIDGEMD ZIP+4bullet21613
    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
    STEVEN ADAMS PRESIDENT
    4.00     		0 0 0
    PO BOX 236
    CAMBRIDGE,MD21613
    JULIA COHEY VICE PRESIDEN/SECRETARY
    2.00     		0 0 0
    PO BOX 236
    CAMBRIDGE,MD21613
    JANICE FOXWELL TRUSTEE
    2.00     		0 0 0
    PO BOX 236
    CAMBRIDGE,MD21613
    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 N/A 0
    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 N/A 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,581,827
    b
    Average of monthly cash balances.......................
    1b
    456,143
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,037,970
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,037,970
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    120,570
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,917,400
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    395,870
    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
    395,870
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,070
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,070
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    392,800
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    392,800
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    392,800
    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 7 392,800
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 157,625
    b Total for prior years:20, 20, 20  
    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$ 217,500
    a Applied to 2020, but not more than line 2a 157,625
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 59,875
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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......     		 
    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 ..........     		332,925
    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) .......     		 
    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).)
    NA
    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.
    NA
    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
    CASA OF THE MID-SHORE
    1 S WASHINGTON STREET STE 2
    EASTON,MD21601     		  PC FOR CITIZENS OF DORCHESTER COUNTY 5,000
    WAUGH CHAPEL UNITED METHODIST CHURCH
    425 HIGH STREET
    CAMBRIDGE,MD21613     		  PC CAMBRIDGE COMMUNITY GARDEN 2021 3,000
    SOCIETY OF ST VINCENT DE PAUL INC
    29533 CANVASBACK DRIVE
    EASTON,MD21601     		  PC FOOD AND FINANCIAL ASSISTANCE FORNEEDY IN DORCHESTER COUNTY 5,000
    COURAGEOUS HEARTS HORSEMANSHIP INC
    6836 E NEWMARKET ELLWOOD RD
    HURLOCK,MD21643     		  PC 2021 SPONSOR THERAPY HORSE 2,000
    AMERICAN CANCER SOCIETY
    PO BOX 18090
    BALTIMORE,MD21220     		  PC FOR THE BENEFIT OF RESIDENTS OF DORCHESTER COUNTY 6,000
    THE SALVATION ARMY
    200 WASHINGTON STREET
    CAMBRIDGE,MD21613     		  PC OPERATIONS DORCHESTER COUNTY 20,000
    HABITAT FOR HUMANITY CHOPTANK
    29349 MAPLE AVE STE 3
    TRAPPE,MD21673     		  PC FOR DORCHESTER COUNTY HOME PROJECTS 30,000
    CAMBRIDGE LIGHTHOUSE FOUNDATION INC
    P O BOX 1235
    CAMBRIDGE,MD21613     		  PC MISS POLLY UPKEEP & MAINTENANCE 5,000
    DORCHESTER SKIPJACK COMMITTEE INC
    PO BOX 1224
    CAMBRIDGE,MD21613     		  PC SKIPJACK RACE & MAINTENANCE 16,000
    CAMBRIDGE POWER BOAT RACING ASSOC INC
    PO BOX 134
    CAMBRIDGE,MD21613     		  PC 2021 POWER BOAT REGATTA SUPPORT 3,000
    THE PINE STREET COMMITTEE INC
    406 HIGH STREET
    CAMBRIDGE,MD21613     		  PC GRANT REQUEST 10,000
    WAUGH CHAPEL UNITED METHODIST CHURCH
    425 HIGH STREET
    CAMBRIDGE,MD21613     		  PC CAMBRIDGE COMMUNITY GARDEN 2022 3,000
    COURAGEOUS HEARTS HORSEMANSHIP INC
    6836 E NEWMARKET ELLWOOD RD
    HURLOCK,MD21643     		  PC 2022 SPONSOR THERAPY HORSE 2,000
    RICHARDSON MARITIME MUSEUM INCORPORATED
    103 HAYWARD STREET
    CAMBRIDGE,MD21613     		  PC 103 HAYWARD IMPROVEMENTS 100,000
    CAMBRIDGE COMMUNITY RADIO INC
    516 RACE STREET
    CAMBRIDGE,MD21613     		  PC GRANT REQUEST 2,500
    CAMBRIDGE POWER BOAT RACING ASSOC INC
    PO BOX 134
    CAMBRIDGE,MD21613     		  PC 2022 POWER BOAT REGATTA SUPPORT 5,000
    Total .................................bullet 3a 217,500
    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 ...........     		        305
    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 ............     		        146,153
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..     267,206
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    267,206
    (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.)
    N/A NONE
    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:  
    Part VI Line 7 -Original Return Overpayment: -8,624


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LAW OFFICE OF TERI L BELCHER BOOKKEEPING SERVICES 2,400      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    200 SH ALLIANT ENERGY CORP COM 2011-07   2021-03   10,396 4,121     6,275  
    100 SH ALLIANT ENERGY CORP COM 2011-07   2021-06   5,728 2,060     3,668  
    100 SH ALLIANT ENERGY CORP COM 2011-07   2021-09   5,961 2,060     3,901  
    5 SH ALPHABET INC CAP STK CL C 2019-03   2021-09   14,310 5,972     8,338  
    200 SH DT MIDSTREAM INC COM 2011-07   2021-12   9,345 3,117     6,228  
    300 SH DENTSPLY SIRONA INC COM 2011-07   2021-12   16,047 11,498     4,549  
    200 SH EVERSOURCE ENERGY CO M 2011-07   2021-06   16,133 7,105     9,028  
    200 SH EVERSOURCE ENERGY CO M 2011-07   2021-09   17,672 7,105     10,567  
    100 SH EVERSOURCE ENERGY CO M 2011-07   2021-12   8,752 3,552     5,200  
    100 SH JP MORGAN CHASE & CO COM ISIN 2013-06   2021-09   15,951 5,248     10,703  
    .600 SH KIMCO RLTY CORP COM 2011-07   2021-08   13 11     2  
    50 SH LOWES COS INC COM 2015-10   2021-03   8,775 3,644     5,131  
    50 SH LOWES COS INC COM 2011-07   2021-09   10,262 1,180     9,082  
    200 SH NEXTERA ENERGY INC COM 2011-07   2021-03   14,688 2,890     11,798  
    100 SH NEXTERA ENERGY INC COM 2011-07   2021-12   9,041 1,445     7,596  
    500 SH OCCIDENTAL PETE CORP COM 2011-07   2021-09   13,186 50,703     -37,517  
    100 SH VISA INC COM CL A 2013-11   2021-03   22,319 5,077     17,242  
    100 SH VISA INC COM CL A 2013-11   2021-06   23,418 5,077     18,341  
    100 SH VISA INC COM CL A 2014-04   2021-09   22,441 5,069     17,372  
    1200 SH WEINGARTEN REALTY INV C/A EFF 2011-07   2021-08   2,640 0     2,640  
    200 SH WELLTOWER INC COM 2011-07   2021-09   17,682 9,913     7,769  
    200 SH XCEL ENERGY INC COM 2011-07   2021-03   12,573 4,910     7,663  
    200 SH XCEL ENERGY INC COM 2011-07   2021-06   13,437 4,911     8,526  
    100 SH XCEL ENERGY INC COM 2011-07   2021-09   6,746 2,455     4,291  
    100 SH EXXON MOBIL CORP COM 2011-07   2021-03   5,911 8,151     -2,240  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1500 SH ABBOTT LABORATORIES 52,539 211,110
    900 SH ALLIANT ENERGY CORP COM 18,542 55,323
    70 SH ALPHABET INC CAP STK CL C 74,539 202,551
    309 SH AVALONBAY COMMUNITIES REIT INC 40,762 78,050
    35 SH AMAZON COM INC AMZN 60,412 116,702
    500 SH BECTON DICKINSON & CO 44,227 125,740
    1000 SH DISNEY WALT COMPANY 110,853 154,890
    200 SH CHEVRON CORPORATION 20,803 23,470
    2200 SH CHURCH & DWIGHT INC 48,033 225,500
    200 SH DEERE & CO 16,846 68,578
    700 SH DENTSPLY SIRONA INC 26,829 39,053
    800 SH DOMINION ENERGY INC D 38,962 62,848
    400 SH DTE ENERGY CO 17,124 47,816
    1200 SH DUKE ENERGY CORP COM NEW 67,848 125,880
    700 SH EVERSOURCE ENERGY 24,866 63,686
    600 SH EXXON MOBIL CORP 48,909 36,714
    750 SH FEDEX CORPORATION 63,175 193,980
    125 SH GENERAL ELECTRIC COMPANY GE 18,020 11,809
    1100 SH ISHARES NASDAQ BIOTECHNOLOGY 110,420 167,882
    700 SH ILLINOIS TOOL WORKS INC 101,615 172,760
    1050 SH JOHNSON & JOHNSON 70,494 179,623
    1300 SH JPMORGAN CHASE & CO 54,226 205,855
    1700 SH KELLOGG COMPANY 94,115 109,514
    1000 SH KINDER MORGAN INC DEL 39,682 15,860
    950 SH LOWES COMPANIES INC 22,434 245,556
    1000 SH MARRIOTT INTL INC NEW CL A 73,296 165,240
    300 SH LIFE STORAGE INC 11,985 68,931
    850 SH MCDONALDS CORP 75,130 227,859
    1689 SH KIMCO RLTY CORP COM 30,780 41,634
    1000 SH NATIONAL FUEL GAS CO 74,045 63,940
    2700 SH NEXTERA ENERGY INC 39,013 252,072
    1400 SH PEPSICO INCORPORATED 96,929 243,194
    500 SH PNC FINANCIAL SERVICES GROUP 30,180 100,260
    1300 SH PROCTER & GAMBLE CO 83,275 212,654
    2000 SH PUBLIC SVC ENTERPRISE GROUP INC 65,460 133,460
    1500 SH RAYTHEON TECHNOLOGIES CORP COM 84,154 129,090
    800 SH SOUTHERN COMPANY/THE 32,462 54,864
    2000 SH SYSCO CORPORATION 63,055 157,100
    600 SH T ROWE PRICE GROUP INC 51,396 117,984
    500 SH VANGUARD SMALL CAP 73,636 113,005
    550 SH VANGUARD MID CAP 86,489 140,124
    500 SH UNION PACIFIC CORP 40,858 125,965
    550 SH UNITEDHEALTH GROUP INC 65,233 276,177
    5000 SH VANGUARD INFORMATION ET TECHNOLOGY 400,226 2,290,850
    1400 SH VERIZON COMMUNICATIONS COM 58,843 72,744
    700 SH VISA INC CLASS A 34,552 151,697
    1000 SH WASHINGTON REAL ESTATE REIT INVESTMENT TRUST 28,978 25,850
    1000 SH WILLIAMS COMPANIES INC 22,687 26,040
    700 SH XCEL ENERGY INC 17,187 47,390
    1238 SH WEYERHAEUSER CO 31,744 50,981

    TY 2021 LegalFeesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LAW OFFICE OF TERI L BELCHER LEGAL/TAX SERVICES 1,669      


    TY 2021 OtherDecreasesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Description Amount
    2020 FEDERAL INCOME TAXES 1,777


    TY 2021 OtherExpensesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC. EXPENSE 3,343      


    TY 2021 OtherIncomeSchedule2
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    LONG TERM CAPITAL GAINS DISTRIBUTIONS 2,617 2,617  


    TY 2021 OtherIncreasesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Description Amount
    NON DIVIDEND DISTRIBUTION 3,159


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PAULINE F & W DAVID ROBBINS CHARITABLE FOUNDATION TRUST
    EIN:
    45-4239221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PERSHING LLC ADVISORY FEES 48,993 48,993