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
HEART SING
 
Number and street (or P.O. box number if mail is not delivered to street address)3804 WILLIAMS LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHEVY CHASE, MD20815
A Employer identification number

54-1783308
B Telephone number (see instructions)

(301) 986-4851
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$5,493,475
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 20,688 20,688  
4 Dividends and interest from securities... 35,286 35,286  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 399,735
b Gross sales price for all assets on line 6a 1,222,496
7 Capital gain net income (from Part IV, line 2)... 399,735
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 455,709 455,709 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 46,984 46,984 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 25 25 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,009 47,009 0 0
25 Contributions, gifts, grants paid....... 252,500 252,500
26 Total expenses and disbursements. Add lines 24 and 25 299,509 47,009 0 252,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 156,200
b Net investment income (if negative, enter -0-) 408,700
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 529,319 505,851 505,851
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 122,037 Click to see attachment122,037 126,221
b Investments—corporate stock (attach schedule)....... 1,781,958 Click to see attachment1,819,270 3,985,263
c Investments—corporate bonds (attach schedule)....... 709,894 Click to see attachment850,205 876,140
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,143,208 3,297,363 5,493,475
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,143,208 3,297,363
29 Total net assets or fund balances (see instructions)..... 3,143,208 3,297,363
30 Total liabilities and net assets/fund balances (see instructions). 3,143,208 3,297,363
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
3,143,208
2
Enter amount from Part I, line 27a .....................
2
156,200
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,299,408
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,045
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,297,363
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 CAPITAL GAIN DISTRIBUTION - MS 115037 P    
b PUBLICLY TRADED SECURITIES - ST A - MS 115037 P    
c PUBLICLY TRADED SECURITIES - LT D - MS 115037 P    
d PUBLICLY TRADED SECURITIES - LT E - MS 115037 P    
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       355
b 449,552   371,818 77,734
c 756,044   448,348 307,696
d 16,900   2,950 13,950
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       355
b       77,734
c       307,696
d       13,950
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 2 399,735
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 77,734
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 5,681
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 5,681
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,909
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 12,909
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 7,228
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet7,228 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletGARLAND MILLER Telephone no.bullet (301) 986-4851

    Located atbullet3804 WILLIAMS LANECHEVY CHASEMD ZIP+4bullet20815
    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
    LYNDA JOHNSON ROBB OFFICER
    2.00
    0 0 0
    C/O HEART SING 3804 WILLIAMS LANE
    CHEVY CHASE,MD20815
    CATHERINE L ROBB DIRECTOR
    2.00
    0 0 0
    C/O HEART SING 3804 WILLIAMS LANE
    CHEVY CHASE,MD20815
    LUCINDA D ROBB DIRECTOR
    2.00
    0 0 0
    C/O HEART SING 3804 WILLIAMS LANE
    CHEVY CHASE,MD20815
    N GARLAND MILLER DIRECTOR
    2.00
    0 0 0
    C/O HEART SING 3804 WILLIAMS LANE
    CHEVY CHASE,MD20815
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,469,012
    b
    Average of monthly cash balances.......................
    1b
    588,951
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,057,963
    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
    5,057,963
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    75,869
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,982,094
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    249,105
    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
    249,105
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,681
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,681
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    243,424
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    243,424
    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
    243,424
    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 7 243,424
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 11,040
    e From 2020...... 16,553
    f Total of lines 3a through e ........ 27,593
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 252,500
    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..... 243,424
    e Remaining amount distributed out of corpus 9,076
    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 36,669
    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 ..........
    0
    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 ......
    36,669
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 11,040
    d Excess from 2020.... 16,553
    e Excess from 2021.... 9,076
    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).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    ALZHEIMER'S ASSOCIATION
    NATIONAL HEADQUARTERS 225 N
    MICHIGAN AVE FL17
    CHICAGO,IL60601
      PC GENERAL USE 1,000
    AMERICAN HEART ASSOCIATION
    4217 PARK PLACE COURT
    GLEN ALLEN,VA23060
      PC GENERAL USE 2,000
    ANN RICHARDS SCHOOL FOR YOUNG WOMEN
    2309 PANTHER TRAIL
    AUSTIN,TX78704
      PC GENERAL USE 500
    APVA ANNUAL FUND
    204 W FRANKLIN STEET
    RICHMOND,VA23220
      PC GENERAL USE 250
    ARENA STAGE
    DEVELOPMENT OFFICE 1101 SIXTH
    STREET SW
    WASHINGTON,DC20024
      PC GENERAL USE 500
    ARLINGTON FOOD ASSISTANCE CENTER
    2708 S NELSON ST
    ARLINGTON,VA22206
      PC GENERAL USE 1,000
    BATTERY CONSERVANCY
    1 WHITEHALL ST 17
    NEW YORK,NY10004
      PC GENERAL USE 1,000
    BIPARTISAN POLICY CENTER
    1225 I STREET NW SUITE 1000
    WASHINGTON,DC20005
      PC GENERAL USE 250
    BISHOP JOHN T WALKER SCHOOL FOR BOYS
    1801 MISSISSIPPI AVE SE
    WASHINGTON,DC20020
      PC GENERAL USE 500
    BOOKSPRING
    2006 GREENBROOK PKWY
    AUSTIN,TX78723
      PC GENERAL USE 5,000
    BOYS AND GIRLS CLUB OF GREATER WASHINGTON
    4103 BENNING ROAD NE
    WASHINGTON,DC20019
      PC GENERAL USE 5,000
    BREAD FOR THE CITY
    ATTN DEVELOPMENT 1525 7TH STREET NW
    WASHINGTON,DC20001
      PC GENERAL USE 1,250
    CAPITAL AREA FOOD BANK
    4900 PUERTO RICO AVE NE
    WASHINGTON,DC20017
      PC GENERAL USE 4,000
    CAPITAL HOSPICE
    3180 FAIRVIEW PARK DRIVE
    FALLS CHURCH,VA22042
      PC GENERAL USE 250
    CAPITAL OF TEXAS PUBLIC TELECOMMUNICATIONS COUNCIL
    2504-B WHITIS AVE
    AUSTIN,TX78712
      PC GENERAL USE 2,500
    CARE
    PO BOX 1870
    MERRIFIELD,VA221168070
      PC GENERAL USE 3,000
    CENTRAL TEXAS FOOD BANK
    6500 METROPOLIS DRIVE
    AUSTIN,TX78744
      PC GENERAL USE 2,500
    CENTRAL UNION MISSION
    65 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001
      PC GENERAL USE 2,500
    CHESAPEAKE BAY FOUNDATION
    6 HERNDON AVE
    ANNAPOLIS,MD21403
      PC GENERAL USE 250
    CHILDRENS HOSPITAL
    111 MICHIGAN AVE NW
    WASHINGTON,DC20010
      PC GENERAL USE 750
    CHILDREN'S INN AT NIH
    7 WEST DRIVE
    BETHESDA,MD20814
      PC GENERAL USE 2,500
    CODE OF SUPPORT FOUNDATION
    4220 KING STREET
    ALEXANDRIA,VA22302
      PC GENERAL USE 2,000
    COLONIAL WILLIAMSBURG FOUNDATION
    PO BOX 1776
    WILLIAMSBURG,VA231871776
      PC GENERAL USE 500
    COMBAT SOLDIER RECOVERY FUND
    3804 WILLIAMS LANE
    CHEVY CHASE,MD20815
      PC GENERAL USE 4,500
    COMMITTEE FOR A RESPONSIBLE FEDERAL BUDGET
    1900 M STREET NW SUITE 850
    WASHINGTON,DC20036
      PC GENERAL USE 2,000
    COMMUNITY IN SCHOOLS
    2345 CRYSTAL DRIVE SUITE 700
    ARLINGTON,VA22202
      PC GENERAL USE 2,000
    CONCORD COALITION
    1530 WILSON BLVD STE 550
    ARLINGTON,VA222092455
      PC GENERAL USE 1,000
    COUNCIL ON FOREIGN RELATIONS
    58 EAST 68TH STREET
    NEW YORK,NY10065
      PC GENERAL USE 1,000
    COVENANT HOUSE
    461 EIGHTH AVE
    NEW YORK,NY10001
      PC GENERAL USE 1,500
    DOCTORS WITHOUT BORDERS USA
    POBOX 5030
    HAGERSTOWN,MD21741
      PC GENERAL USE 4,000
    THE ELIZABETH DOLE FOUNDATION
    600 NEW HAMPSHIRE AVE NW SUITE 1020
    WASHINGTON,DC20037
      PC GENERAL USE 250
    ENCORE STAGE & STUDIO
    4000 LORCOM LANE
    ARLINGTON,VA22207
      PC GENERAL USE 250
    ERIC CARLE MUSEUM OF PICTURE BOOK ART INC
    125 WEST BAY RD
    AMHERST,MA01002
      PC GENERAL USE 750
    FEEDING AMERICA
    PO BOX 96749
    WASHINGTON,DC200906749
      PC GENERAL USE 1,500
    FOOD FOR OTHERS IN FAIRFAX
    2938 PROSPERITY AVENUE
    FAIRFAX,VA22031
      PC GENERAL USE 500
    FORWARD MOVEMENT
    412 SYCAMORE STREET
    CINCINNATI,OH452024110
      PC GENERAL USE 250
    FRANK BATTEN SCHOOL OF LEADERSHIP
    235 MCCORMICK ROAD POBOX 400893
    CHARLOTTESVILLE,VA229044893
      PC GENERAL USE 1,000
    FRIENDS OF THE DOLLEY MADISON LIBRARY
    1244 OAK RIDGE AVE
    MCLEAN,VA22101
      PC GENERAL USE 1,000
    FRIENDS OF THE LBJ NATIONAL PARK
    PO BOX 1831 100 LADY BIRD LANE
    JOHNSON CITY,TX78636
      PC GENERAL USE 1,000
    GOODWILL OF GREATER WASHINGTON
    1140 THIRD STREET NE STE 350
    WASHINGTON,DC20002
      PC GENERAL USE 500
    HABITAT AUSTIN TEXAS
    500 W BEN WHITE BLVD
    AUSTIN,TX787047030
      PC GENERAL USE 250
    HABITAT NORTHERN VIRGINIA
    6295 EDSALL ROAD STE 120
    ALEXANDRIA,VA22312
      PC GENERAL USE 250
    HEALTH ALLIANCE FOR AUSTIN'S MUSICIANS
    3010 S LAMAR BLVD STE 200
    AUSTIN,TX78704
      PC GENERAL USE 1,500
    HEIFER
    1 WORLD AVENUE
    LITTLE ROCK,AR72202
      PC GENERAL USE 1,750
    HOMESTRETCH INC
    303 SOUTH MAPLE AVE SUITE 400
    FALLS CHURCH,VA220469930
      PC GENERAL USE 1,250
    HUMANITIES TEXAS
    1410 RIO GRANDE STREET
    AUSTIN,TX78701
      PC GENERAL USE 250
    INTERFAITH ACTION OF CENTRAL TEXAS
    2921 E 17TH STREET BLDG D STE 3
    AUSTIN,TX78702
      PC GENERAL USE 5,000
    JAMESTOWN YORKTOWN FOUNDATION
    PO BOX 3605
    WILLIAMSBURG,VA23187
      PC GENERAL USE 1,000
    JOBS FOR AMERICA'S GRADUATES INC
    1729 KING STREET 100
    ALEXANDRIA,VA223142720
      PC GENERAL USE 1,000
    JUBILEE JOBS
    2712 ONTARIO RD NW
    WASHINGTON,DC20009
      PC GENERAL USE 250
    LADY BIRD JOHNSON WILDFLOWER CENTER
    PO BOX 7458
    AUSTIN,TX787137458
      PC GENERAL USE 20,000
    THE LAMB CENTER
    PO BOX 1385
    FAIRFAX,VA22038
      PC GENERAL USE 1,250
    LIBRARY OF VIRGINIA FOUNDATION
    800 EAST BROAD STREET
    RICHMOND,VA23219
      PC GENERAL USE 250
    MACULAR DEGENERATION FOUNDATION
    PO BOX 531313
    HENDERSON,NV89053
      PC GENERAL USE 250
    MARCH OF DIMES - VA
    1550 CRYSTAL DRIVE STE 1300
    ARLINGTON,VA22202
      PC GENERAL USE 250
    MARINE CORPS ASSOCIATION AND FOUNDATION
    PO BOX 1775
    QUANTICO,VA22134
      PC GENERAL USE 1,000
    MARINE CORPS HERITAGE FOUNDATION
    1775 SEMPER FIDELIS WAY
    TRIANGLE,VA22172
      PC GENERAL USE 1,000
    MARTHA'S TABLE
    PO BOX 70970
    WASHINGTON,DC20024
      PC GENERAL USE 2,500
    MAYO CLINIC DEPARTMENT OF DEVELOPMENT
    200 FIRST ST SW
    ROCHESTER,MN55905
      PC GENERAL USE 6,000
    MCLEAN COMMUNITY FOUNDATION
    1305 SUMMERWOOD CT
    MCLEAN,VA22101
      PC GENERAL USE 1,000
    MCLEAN PROJECT FOR THE ARTS
    1234 INGLESIDE AVE
    MCLEAN,VA22101
      PC GENERAL USE 250
    MD ANDERSON CANCER CENTER
    PO BOX 4486
    HOUSTON,TX772104486
      PC GENERAL USE 6,000
    MEALS ON WHEELS
    1550 CRYSTAL DRIVE STE 1004
    ARLINGTON,VA22202
      PC GENERAL USE 1,000
    MILLER CENTER OF PUBLIC AFFAIRS
    PO BOX 400406
    CHARLOTTESVILLE,VA22904
      PC GENERAL USE 1,000
    N STREET VILLAGE
    1333 N STREET NW
    WASHINGTON,DC20005
      PC GENERAL USE 250
    NATIONAL ARCHIVES FOUNDATION
    700 PENNSYLVANIA AVE NW ROOM G-12
    WASHINGTON,DC204080001
      PC GENERAL USE 1,000
    NATIONAL CATHEDRAL CHURCH
    3101 WISCONSIN AVE NW
    WASHINGTON,DC20016
      PC GENERAL USE 500
    NATIONAL CENTER FOR CHILDREN'S ILLUSTRATED LITERATURE
    102 CEDAR ST
    ABILENE,TX79601
      PC GENERAL USE 500
    NATIONAL CITY CHRISTIAN CHURCH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005
      PC GENERAL USE 1,000
    NATIONAL TRUST FOR HISTORIC PRESERVATION
    2600 VIRGINIA AVE NW STE 1100
    WASHINGTON,DC20037
      PC GENERAL USE 250
    NATIONAL WOMEN'S HISTORY MUSEUM
    205 SOUTH WHITTING ST STE 254
    ALEXANDRIA,VA22304
      PC GENERAL USE 500
    NEXT TO NEW (AUSTIN)
    5435 BURNET ROAD
    AUSTIN,TX78756
      PC GENERAL USE 1,500
    PLANNED PARENTHOOD
    1225 4TH STREET NE
    WASHINGTON,DC20002
      PC GENERAL USE 1,000
    PROJECT HOPE
    255 CARTER HALL LANE PO BOX 250
    MILLWOOD,VA226460255
      PC GENERAL USE 250
    READING IS FUNDAMENTAL
    750 FIRST STREET NE STE 920
    WASHINGTON,DC20002
      PC GENERAL USE 15,000
    READING IS FUNDAMENTAL OF NOVA
    PO BOX 7012
    ARLINGTON,VA222070012
      PC GENERAL USE 10,000
    RUNNING START
    1310 L STREET NW
    WASHINGTON,DC20005
      PC GENERAL USE 7,500
    THE SALVATION ARMY
    PO BOX 1959
    ATLANTA,GA30301
      PC GENERAL USE 11,000
    SAVE THE CHILDREN
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825
      PC GENERAL USE 250
    SCHOLARSHIP AMERICA
    7900 INTERNATIONAL DR STE 500
    MINNEAPOLIS,MN55425
      PC GENERAL USE 3,000
    SECOND STORY
    2100 GALLOWS ROAD
    VIENNA,VA22182
      PC GENERAL USE 500
    SESAME STREET
    1900 BROADWAY
    NEW YORK,NY10023
      PC GENERAL USE 250
    SHARE
    PO BOX 210
    MCLEAN,VA22101
      PC GENERAL USE 4,500
    SIGNATURE THEATRE
    4200 CAMPBELL AVE
    ARLINGTON,VA22206
      PC GENERAL USE 500
    SO OTHERS MIGHT EAT
    71 O STREET NW
    WASHINGTON,DC200011290
      PC GENERAL USE 250
    SORENSEN CENTER FOR POLITICAL LEADERSHIP
    PO BOX 400206
    CHARLOTTESVILLE,VA229044206
      PC GENERAL USE 500
    SPACE FOUNDATION
    4425 ARROWSWEST DRIVE
    COLORADO SPRINGS,CO80907
      PC GENERAL USE 250
    TEXAS LEADER SCHOLARSHIPS
    PO BOX 7458
    AUSTIN,TX787137458
      PC GENERAL USE 2,000
    TEXAS STATE FOUNDATION JC KELLAM SCHOLARSHIP
    601 UNIVERSITY DRIVE
    SAN MARCOS,TX78666
      PC GENERAL USE 1,000
    TRAIL FOUNDATION
    PO BOX 5195
    AUSTIN,TX78763
      PC GENERAL USE 1,500
    THRIVE
    2100 WASHINGTON BLVD
    ARLINGTON,VA22204
      PC GENERAL USE 2,000
    TRINITY CENTER
    301 E 8TH STREET
    AUSTIN,TX78701
      PC GENERAL USE 2,000
    UNICEF
    1775 K STREET NW SUITE 360
    WASHINGTON,DC20036
      PC GENERAL USE 500
    UNIVERSITY OF VA LAW SCHOOL FOUNDATION
    580 MASSIE ROAD
    CHARLOTTESVILLE,VA229031738
      PC GENERAL USE 2,500
    UNIVERSITY OF WISCONSIN FOUNDATION
    1848 UNIVERSITY AVE
    MADISON,WI53726
      PC GENERAL USE 1,000
    US CAPITOL HISTORICAL SOCIETY
    200 MARYLAND AVE NE SUITE 401
    WASHINGTON,DC20002
      PC GENERAL USE 250
    VA MUSEUM OF FINE ARTS FOUNDATION
    200 NORTH BOULEVARD
    RICHMOND,VA232204007
      PC GENERAL USE 1,000
    VIRGINIA CAPITOL FOUNDATION
    PO BOX 396
    RICHMOND,VA23218
      PC GENERAL USE 1,000
    VIRGINIA COLLEGE FUND
    1011 E MAIN ST STE 205
    RICHMOND,VA232193537
      PC GENERAL USE 1,000
    VIRGINIA FOUNDATION FOR INDEPENDENT COLLEGES
    901 EAST BYRD ST STE 1625
    RICHMOND,VA23219
      PC GENERAL USE 1,000
    VIRGINIA FOUNDATION FOR THE HUMANITIES
    145 EDNAM DRIVE
    CHARLOTTESVILLE,VA22903
      PC GENERAL USE 5,000
    VIRGINIA HISTORICAL SOCIETY
    PO BOX 7311
    RICHMOND,VA232861203
      PC GENERAL USE 500
    WETA
    3939 CAMPBELL AVENUE
    ARLINGTON,VA22206
      PC GENERAL USE 1,000
    WOODLEY HOUSE
    6856 EASTERN AVE NW SUITE 300
    WASHINGTON,DC20012
      PC GENERAL USE 500
    WORLD CENTRAL KITCHEN
    200 MASSACHUSETTS AVE NW 7TH FLR
    WASHINGTON,DC20001
      PC GENERAL USE 3,500
    ARLINGTON THRIVE
    PO BOX 7429
    ARLINGTON,VA22207
      PC GENERAL USE 1,000
    BE THE MATCH FOUNDATION
    500 N 5TH STREET
    MINNEAPOLIS,MN554011206
      PC GENERAL USE 500
    BLUE RIDGE AREA FOOD BANK
    PO BOX 937
    VERONA,VA244820937
      PC GENERAL USE 1,000
    CAMMO CENTER FOR AMERICAN MILITARY MUSIC OPPORUNITIES
    12973 PINTAIL ROAD
    WOODBRIDGE,VA22192
      PC GENERAL USE 4,500
    CHRISTIAN APPALACHIAN PROJECT
    PO BOX 55911
    LEXINGTON,KY405555911
      PC GENERAL USE 1,000
    EDUTUTORVA
    5304 WOODLAND ESTATES WAY
    SPRINGFIELD,VA22151
      PC GENERAL USE 5,000
    FEED THE CHILDREN
    333 NORTH MERIDIAN AVENUE
    OKLAHOMA CITY,OK73107
      PC GENERAL USE 1,000
    FOODBANK OF SOUTHEASTERN VA
    800 TIDEWATER DRIVE
    NORFOLK,VA22031
      PC GENERAL USE 1,000
    HOUSE OF RUTH
    5 THOMAS CIRCLE NW
    WASHINGTON,DC20005
      PC GENERAL USE 500
    LSSNCA NATIONAL AREA LUTHERAN SOCIAL SERVICE
    1730 RHODE ISLAND AVE NW STE 712
    WASHINGTON,DC20036
      PC GENERAL USE 5,000
    LUTHERAN WORLD RELIEF
    PO BOX 17061
    BALTIMORE,MD212971061
      PC GENERAL USE 2,000
    SALVATION ARMY - AUSTIN
    4700 MANOR ROAD
    AUSTIN,TX78723
      PC GENERAL USE 10,000
    SALVATION ARMY - HOUSTON
    1500 AUSTIN STREET
    HOUSTON,TX77002
      PC GENERAL USE 10,000
    SALVATION ARMY NATIONAL CAPITAL AREA
    2626 PENNSYLVANIA AVE NW
    WASHINGTON,DC20037
      PC GENERAL USE 2,500
    THE SALVATION ARMY ARLINGTON CORPS
    518 S GLEBE ROAD
    ARLINGTON,VA22204
      PC GENERAL USE 2,500
    VA FOUNDATION FOR COMMUNITY COLLEGE EDUCATION
    300 ARBORETUM PL SUITE 390
    RICHMOND,VA23236
      PC GENERAL USE 1,000
    ROCK CREEK CONSERVANCY
    7200 WISCONSIN AVE SUITE 500
    BETHESDA,MD20814
      PC GENERAL USE 250
    Total .................................bullet 3a 252,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 20,688  
    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 ............
        18 399,735  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 455,709 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    455,709
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


    Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HEART SING
    EIN:
    54-1783308
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BONDS - DETAIL AVAILABLE UPON REQUEST 850,205 876,140

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HEART SING
    EIN:
    54-1783308
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS - DETAIL AVAILABLE UPON REQUEST 1,819,270 3,985,263

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    HEART SING
    EIN:
    54-1783308
    US Government Securities - End of Year Book Value:

    122,037
    US Government Securities - End of Year Fair Market Value:

    126,221
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherDecreasesSchedule
    Name:
    HEART SING
    EIN:
    54-1783308
    Description Amount
    PRIOR PERIOD ADJUSTMENT 2,045


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HEART SING
    EIN:
    54-1783308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & LEGAL FEES 7,934 7,934 0 0
    MANAGEMENT FEES 39,050 39,050 0 0


    TY 2021 TaxesSchedule
    Name:
    HEART SING
    EIN:
    54-1783308
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES AND LICENSES 25 25 0 0