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
VIRGINIA GORMAN TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

55-6091154
B Telephone number (see instructions)

(304) 348-5035
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$5,312,889J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 86,028 84,267  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 698,015
b Gross sales price for all assets on line 6a 1,933,999
7 Capital gain net income (from Part IV, line 2)... 698,015
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 1,506 26  
12 Total. Add lines 1 through 11........ 785,549 782,308  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,386 18,693   18,693
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 589 589   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 2,084 928    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,309 20,210 0 19,943
25 Contributions, gifts, grants paid....... 198,300 198,300
26 Total expenses and disbursements. Add lines 24 and 25 239,609 20,210 0 218,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 545,940
b Net investment income (if negative, enter -0-) 762,098
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............. -28,828 -28,353 -28,353
2 Savings and temporary cash investments......... 99,028 142,352 142,352
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,992,822 Click to see attachment3,327,726 5,070,155
c Investments—corporate bonds (attach schedule).......   Click to see attachment125,363 128,102
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2 Click to see attachment2 633
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) 3,063,024 3,567,090 5,312,889
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,063,024 3,567,090
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)..... 3,063,024 3,567,090
30 Total liabilities and net assets/fund balances (see instructions). 3,063,024 3,567,090
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
3,063,024
2
Enter amount from Part I, line 27a .....................
2
545,940
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,608,964
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
41,874
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,567,090
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 50. ABBOTT LABORATORIES   2018-08-23 2021-12-02
b 75. ABBOTT LABORATORIES     2021-12-09
c 100. ACTIVISION BLIZZARD INC   2020-03-19 2021-02-24
d 25. ACTIVISION BLIZZARD INC   2020-03-19 2021-03-30
e 200. ACTIVISION BLIZZARD INC     2021-12-09
250. ADVANCED MICRO DEVICES INC W/1   2020-05-01 2021-01-27
275. ADVANCED MICRO DEVICES INC W/1     2021-02-24
15. ALPHABET INCORPORATION   2015-03-03 2021-02-24
3. ALPHABET INCORPORATION   2015-03-03 2021-03-30
7. ALPHABET INCORPORATION   2015-03-03 2021-10-20
50. AMGEN INC.   2015-10-09 2021-10-20
50. AMGEN INC.   2016-07-05 2021-12-02
50. AMGEN INC.   2018-10-31 2021-12-09
125. ANALOG DEVICES   2020-01-31 2021-06-29
100. ANALOG DEVICES   2020-01-31 2021-10-20
50. APPLE COMPUTER   2010-09-13 2021-02-24
75. APPLE COMPUTER   2010-09-13 2021-10-20
395.35 BNY MELLON INVT FDS I     2021-10-20
175. BAXTER INTERNATIONAL INC     2021-03-30
50. BAXTER INTERNATIONAL INC   2020-01-31 2021-10-20
14. BROADCOM INC   2015-11-11 2021-03-30
25. BROADCOM INC   2015-11-11 2021-06-29
50. BROADCOM INC   2015-11-11 2021-10-20
50. BROADCOM INC   2015-11-11 2021-12-02
50. CAPITAL ONE FINANCIAL CORP W/1   2021-06-29 2021-12-02
75. CAPITAL ONE FINANCIAL CORP W/1     2021-12-09
200. CHURCH & DWIGHT CO INC   2021-06-29 2021-12-09
350. COCA-COLA CO     2021-02-24
75. COSTCO WHOLESALE CORP     2021-02-24
10. COSTCO WHOLESALE CORP   2017-04-28 2021-03-30
25. DIGITAL REALTY TRUST (REIT)   2019-06-27 2021-03-30
50. FACEBOOK INC CL-A   2020-01-31 2021-06-29
50. FACEBOOK INC CL-A   2020-01-31 2021-10-20
57.52 FEDERATED HERMES EQUITY FDS   2020-03-03 2021-06-29
669.91 FEDERATED HERMES EQUITY FDS     2021-12-09
125. FISERV INC   2020-03-11 2021-01-27
300. FREEPORT MCMORAN COPPER & GOLD   2021-02-24 2021-10-20
550. HP INC     2021-01-27
25. HOME DEPOT INC.   2014-06-20 2021-10-20
25. HOME DEPOT INC.   2014-06-20 2021-12-09
100. HONEYWELL INTL INC COM     2021-06-29
25. HONEYWELL INTL INC COM   2014-09-04 2021-10-20
25. INTERNATIONAL BUSINESS MACHINES CORP   2017-11-13 2021-03-30
850. INVESCO EXCHANGE-TRADED FD TR II     2021-12-09
2500. ISHARES GOLD TR   2000-01-01 2021-01-31
2500. ISHARES GOLD TR   2000-01-01 2021-02-28
2500. ISHARES GOLD TR   2000-01-01 2021-03-31
5300. ISHARES GOLD TR   2000-01-01 2021-04-30
2650. ISHARES GOLD TRUST ETF   2021-01-02 2021-05-31
2650. ISHARES GOLD TRUST ETF   2021-01-02 2021-06-30
2650. ISHARES GOLD TRUST ETF   2021-01-02 2021-07-31
2650. ISHARES GOLD TRUST ETF   2021-01-02 2021-08-31
2650. ISHARES GOLD TRUST ETF   2021-01-02 2021-09-30
1250. ISHARES GOLD TRUST ETF   2020-10-07 2021-10-20
1400. ISHARES GOLD TRUST ETF   2021-03-30 2021-10-20
100. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2019-07-31 2021-01-27
100. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2019-07-31 2021-03-30
75. ISHARES GOLDMAN SACHS CORPORATE BOND FD   2020-07-10 2021-03-30
1900. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-01-31
1900. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-02-28
1900. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-03-31
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-04-30
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-05-31
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-06-30
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-07-31
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-08-31
3600. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2000-01-01 2021-09-30
1900. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2020-10-07 2021-10-20
1700. ISHARES SILVER TRUST (HOLDS SILVER BARS)   2021-03-30 2021-10-20
60. KYNDRYL HOLDINGS INC     2021-12-02
25. LAM RESEARCH CORP   2018-02-06 2021-06-29
50. LAM RESEARCH CORP   2018-02-06 2021-10-20
50. LOCKHEED MARTIN (COMMON STOCK)   2015-09-11 2021-10-20
50. LOCKHEED MARTIN (COMMON STOCK)   2015-11-11 2021-12-09
2375.3 LORD ABBETT INVT TR   2019-05-14 2021-01-27
2409.64 LORD ABBETT INVT TR     2021-12-09
25. LULULEMON ATHLETICA INC   2020-05-01 2021-03-30
25. LULULEMON ATHLETICA INC   2020-05-01 2021-06-29
283.45 MFS SER TR XIII   2019-07-31 2021-01-27
376.55 MFS SER TR XIII   2019-07-31 2021-02-24
50. MCDONALDS CORP   2017-04-18 2021-01-27
50. MCDONALDS CORP   2017-04-18 2021-02-24
50. MCDONALDS CORP     2021-10-20
332.5 METROPOLITAN WEST FDS   2019-07-31 2021-01-27
251.68 METROPOLITAN WEST FDS   2019-07-31 2021-10-20
50. MICROSOFT CORP   2012-02-01 2021-02-24
50. MICROSOFT CORP   2012-02-01 2021-10-20
250. MONDELEZ INTL INC   2018-10-31 2021-01-27
293.15 MORGAN STANLEY INSTL FD INC   2019-06-27 2021-03-30
50. NETFLIX INC   2020-03-19 2021-10-20
521.07 NEW WORLD FD INC NEW     2021-03-30
1508.12 NEW WORLD FD INC NEW     2021-10-20
264.21 NEW WORLD FD INC NEW     2021-12-02
86.88 NEW WORLD FD INC NEW     2021-12-09
50. NEXTERA ENERGY, INC   2016-07-05 2021-10-20
25. NIKE INC CL B   2020-01-31 2021-06-29
75. NORTHROP GRUMMAN CORP W/1 RT/SH     2021-02-24
50. NORTHROP GRUMMAN CORP W/1 RT/SH   2020-05-01 2021-10-20
350. NUCOR CORP   2021-02-24 2021-10-20
50. NUCOR CORP   2021-02-24 2021-12-02
100. NVIDIA CORP   2019-12-05 2021-06-29
75. NVIDIA CORP   2019-12-05 2021-10-20
50. NVIDIA CORP   2019-12-05 2021-12-09
25. O'REILLY AUTOMOTIVE INC   2017-10-12 2021-02-24
125. PARKER HANNIFIN CORP   2020-07-10 2021-10-20
50. PARKER HANNIFIN CORP   2021-02-24 2021-12-02
25. PARKER HANNIFIN CORP   2020-07-10 2021-12-02
50. PAYPAL HOLDINGS INCORPORATION   2018-11-20 2021-03-30
50. PAYPAL HOLDINGS INCORPORATION   2018-11-20 2021-10-20
247.93 PIMCO FDS     2021-01-27
1995.01 PIMCO FDS   2019-04-10 2021-10-20
757.58 PIMCO FDS   2019-04-10 2021-12-09
225. SPDR SER TR   2016-10-06 2021-10-20
5. SHERWIN WILLIAMS CO   2020-10-07 2021-03-30
85. SHERWIN WILLIAMS CO   2020-10-07 2021-06-29
50. SYSCO CORP   2020-07-10 2021-02-24
100. SYSCO CORP   2020-07-10 2021-03-30
150. T-MOBILE US INC     2021-02-24
736.56 TOUCHSTONE FDS GROUP TR   2019-12-06 2021-10-20
75. VALERO ENERGY   2015-07-21 2021-03-30
76.6 VANGUARD WORLD FD     2021-03-30
434.03 VANGUARD FIXED INCOME SECS FD   2020-05-01 2021-01-27
559.67 VANGUARD FIXED INCOME SECS FD   2020-07-10 2021-06-29
1557.67 VANGUARD FIXED INCOME SECS FD   2020-05-01 2021-06-29
50. WEC ENERGY GROUP INC   2019-06-27 2021-01-27
25. WEC ENERGY GROUP INC   2019-06-27 2021-03-30
75. WAL-MART STORES, INC.   2018-03-16 2021-02-24
100. WAL-MART STORES, INC.     2021-10-20
25. WASTE MGMT INC DEL   2019-12-05 2021-01-27
50. WASTE MGMT INC DEL     2021-01-27
25. WASTE MGMT INC DEL   2020-03-19 2021-06-29
50. WASTE MGMT INC DEL   2020-07-10 2021-06-29
840.34 WESTERN ASSET FDS INC   2020-05-26 2021-03-30
758.78 WESTERN ASSET FDS INC   2020-07-10 2021-06-29
397.29 WESTERN ASSET FDS INC   2020-05-26 2021-06-29
1168.61 WESTERN ASSET FDS INC   2020-07-10 2021-10-20
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,423   3,293 3,130
b 9,945   5,039 4,906
c 9,541   5,515 4,026
d 2,303   1,379 924
e 11,852   13,356 -1,504
22,230   12,453 9,777
23,650   14,445 9,205
31,078   8,612 22,466
6,127   1,722 4,405
19,864   4,019 15,845
10,481   7,481 3,000
10,085   7,716 2,369
10,640   9,748 892
21,347   13,769 7,578
17,647   11,015 6,632
6,216   477 5,739
11,163   715 10,448
16,000   9,133 6,867
14,941   15,156 -215
4,070   4,481 -411
6,354   1,692 4,662
11,854   3,021 8,833
25,540   6,042 19,498
27,654   6,042 21,612
7,200   7,797 -597
11,181   12,121 -940
19,105   17,046 2,059
17,741   15,893 1,848
25,555   12,936 12,619
3,506   1,777 1,729
3,541   2,935 606
17,476   10,131 7,345
17,031   10,131 6,900
4,000   2,482 1,518
40,000   29,233 10,767
12,866   12,987 -121
11,610   11,382 228
13,706   7,943 5,763
8,952   2,021 6,931
10,253   2,021 8,232
21,662   9,087 12,575
5,577   2,280 3,297
3,365   3,710 -345
12,512   12,407 105
9   10 -1
8   9 -1
9   19 -10
18   18  
20   18 2
19   19  
19   19  
19   19  
18   19 -1
42,400   45,025 -2,625
47,488   44,936 2,552
13,596   12,427 1,169
12,953   12,427 526
9,715   10,188 -473
18   15 3
19   17 2
20   37 -17
35   32 3
38   33 5
38   35 3
37   35 2
34   34  
32   35 -3
42,759   41,980 779
38,258   37,821 437
1,018   1,871 -853
16,238   4,316 11,922
28,364   8,632 19,732
18,521   10,322 8,199
17,071   10,735 6,336
10,000   9,952 48
10,000   10,118 -118
7,922   5,466 2,456
9,168   5,466 3,702
5,000   4,889 111
7,000   6,495 505
10,382   6,613 3,769
10,659   6,613 4,046
12,015   7,290 4,725
4,000   3,957 43
3,000   2,995 5
11,680   1,495 10,185
15,365   1,495 13,870
14,175   10,585 3,590
8,000   5,535 2,465
31,299   17,248 14,051
46,000   28,183 17,817
143,000   94,981 48,019
24,000   17,916 6,084
8,000   6,090 1,910
4,189   1,637 2,552
3,896   2,421 1,475
22,742   26,731 -3,989
20,072   16,425 3,647
36,872   21,924 14,948
5,416   3,132 2,284
79,052   20,872 58,180
16,514   3,913 12,601
15,801   2,609 13,192
11,368   5,184 6,184
37,615   21,953 15,662
15,322   14,700 622
7,661   4,391 3,270
11,767   3,892 7,875
12,938   3,892 9,046
3,000   2,980 20
24,000   24,020 -20
9,000   9,121 -121
19,816   10,413 9,403
3,728   3,445 283
23,305   19,520 3,785
4,066   2,608 1,458
7,968   5,215 2,753
17,800   8,023 9,777
36,349   30,000 6,349
5,375   5,034 341
12,000   7,777 4,223
5,000   5,022 -22
6,229   6,800 -571
17,337   18,022 -685
4,588   4,156 432
2,337   2,078 259
10,015   6,754 3,261
14,594   9,177 5,417
2,768   2,784 -16
5,536   5,609 -73
3,486   2,554 932
6,972   5,190 1,782
10,000   10,185 -185
9,189   9,401 -212
4,811   4,815 -4
14,000   14,479 -479
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
      66,205
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       3,130
b       4,906
c       4,026
d       924
e       -1,504
      9,777
      9,205
      22,466
      4,405
      15,845
      3,000
      2,369
      892
      7,578
      6,632
      5,739
      10,448
      6,867
      -215
      -411
      4,662
      8,833
      19,498
      21,612
      -597
      -940
      2,059
      1,848
      12,619
      1,729
      606
      7,345
      6,900
      1,518
      10,767
      -121
      228
      5,763
      6,931
      8,232
      12,575
      3,297
      -345
      105
      -1
      -1
      -10
       
      2
       
       
       
      -1
      -2,625
      2,552
      1,169
      526
      -473
      3
      2
      -17
      3
      5
      3
      2
       
      -3
      779
      437
      -853
      11,922
      19,732
      8,199
      6,336
      48
      -118
      2,456
      3,702
      111
      505
      3,769
      4,046
      4,725
      43
      5
      10,185
      13,870
      3,590
      2,465
      14,051
      17,817
      48,019
      6,084
      1,910
      2,552
      1,475
      -3,989
      3,647
      14,948
      2,284
      58,180
      12,601
      13,192
      6,184
      15,662
      622
      3,270
      7,875
      9,046
      20
      -20
      -121
      9,403
      283
      3,785
      1,458
      2,753
      9,777
      6,349
      341
      4,223
      -22
      -571
      -685
      432
      259
      3,261
      5,417
      -16
      -73
      932
      1,782
      -185
      -212
      -4
      -479
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 698,015
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 10,593
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 10,593
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,524
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,069
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 10,593
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWV
    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 addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (304) 348-5035

    Located atbullet900 LEE STREET EASTCHARLESTONWV ZIP+4bullet25301
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    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
    HUNTINGTON NATIONAL BANK TRUSTEE
    1     		37,386    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,949,046
    b
    Average of monthly cash balances.......................
    1b
    57,124
    c
    Fair market value of all other assets (see instructions)................
    1c
    633
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,006,803
    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
    5,006,803
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    75,102
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,931,701
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    246,585
    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
    246,585
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,593
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,593
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    235,992
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    235,992
    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
    235,992
    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 7 235,992
    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...... 19,980
    b From 2017...... 7,681
    c From 2018...... 410
    d From 2019...... 10,511
    e From 2020...... 2,895
    f Total of lines 3a through e ........ 41,477
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 218,243
    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..... 218,243
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 17,749 17,749
    (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 23,728
    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) ...     		2,231
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		21,497
    10 Analysis of line 9:
    a Excess from 2017.... 7,681
    b Excess from 2018.... 410
    c Excess from 2019.... 10,511
    d Excess from 2020.... 2,895
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    UNIVERSITY OF CHARLESTON
    2300 MACCORKLE AVE SE
    CHARLESTON,WV253041099     		NONE PC GENERAL SUPPORT 198,300
    Total .................................bullet 3a 198,300
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 698,015  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 1,480  
    bOTHER INCOME     1 26  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   785,549  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    785,549
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,250     1,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Name of Bond End of Year Book Value End of Year Fair Market Value
    67077MAD0 NUTRIEN LTD 49,957 52,039
    093662AE4 BLOCK FINL LLC 75,406 76,063

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Name of Stock End of Year Book Value End of Year Fair Market Value
    609207105 MONDELEZ INTERNATION    
    023135106 AMAZON COM INC 63,012 116,702
    191216100 COCA COLA CO 19,184 20,724
    31428Q739 FEDERATED TOTAL RETU 33,423 33,131
    40434L105 HP INC    
    654106103 NIKE INC 22,498 45,834
    02079K305 ALPHABET INCORPORATI 34,166 144,852
    78409V104 SP GLOBAL INC 13,473 70,790
    931142103 WAL MART STORES INC 15,602 18,086
    05586X405 BNY MELLON INVT FDS 60,653 67,922
    38144N841 GOLDMAN SACHS TR 31,213 32,411
    471023549 JANUS INVT FD 28,418 29,768
    512807108 LAM RESH CORP 24,563 71,915
    594918104 MICROSOFT CORP 18,957 168,160
    649280815 NEW WORLD FD INC NEW 33,521 38,445
    701094104 PARKER-HANNIFIN CORP    
    00287Y109 ABBVIE INC 46,136 77,855
    00507V109 ACTIVISION BLIZZARD    
    031162100 AMGEN INC    
    91913Y100 VALERO ENERGY CORP N 61,834 67,599
    92939U106 WEC ENERGY GROUP INC 5,001 4,854
    032654105 ANALOG DEVICES INC 19,115 35,154
    532457108 ELI LILLY CO 25,641 41,433
    552982720 MFS SER TR XIII 292,919 355,562
    592905749 METROPOLITAN WEST FD 23,050 22,663
    61756E461 MORGAN STANLEY INSTL 190,665 258,421
    666807102 NORTHROP GRUMMAN COR    
    007903107 ADVANCED MICRO DEVIC 18,705 35,975
    025816109 AMERICAN EXPRESS CO 36,045 44,990
    922031778 VANGUARD LONG-TERM I    
    093662AE4 BLOCK FINL CORP NOTE    
    742718109 PROCTER GAMBLE CO/T 30,319 40,895
    94106L109 WASTE MANAGEMENT INC    
    037833100 APPLE INC 26,822 173,131
    539830109 LOCKHEED MARTIN CORP 12,724 17,771
    64110L106 NETFLIX INC    
    65339F101 NEXTERA ENERGY INC 27,980 70,020
    67103H107 O'REILLY AUTOMOTIVE 14,611 35,312
    70450Y103 PAYPAL HOLDINGS INCO 24,924 51,860
    002824100 ABBOTT LABS 15,978 31,667
    72201F490 PIMCO FDS 41,330 41,192
    779562107 ROWE T PRICE NEW HOR 70,213 91,192
    872590104 T-MOBILE US INC    
    89155T649 TOUCHSTONE MID CAP F    
    09247X101 BLACKROCK INC 48,579 91,556
    22160K105 COSTCO WHOLESALE COR 11,552 36,901
    31421N683 FEDERATED HERMES EQU 54,285 49,162
    543916688 LORD ABBETT INVT TR 15,818 15,630
    580135101 MCDONALDS CORP 15,703 26,807
    67077MAD0 NUTRIEN LTD 3% 04/01    
    713448108 PEPSICO INC 24,998 34,742
    773903109 ROCKWELL AUTOMATION 18,931 34,885
    824348106 SHERWIN WILLIAMS CO 11,483 17,608
    871829107 SYSCO CORP 23,672 31,420
    883556102 THERMO FISHER SCIENT 26,404 100,086
    91324P102 UNITEDHEALTH GROUP I 15,591 75,321
    92826C839 VISA INC 34,835 75,849
    071813109 BAXTER INTERNATIONAL    
    149123101 CATERPILLAR INC 21,319 41,348
    235851102 DANAHER CORP 19,429 32,901
    253868103 DIGITAL RLTY TR INC 22,510 30,952
    337738108 FISERV INC    
    437076102 HOME DEPOT INC 29,504 83,002
    438516106 HONEYWELL INTL INC 24,501 46,915
    464287242 ISHARES IBOXX $ INVE    
    46625H100 JPMORGAN CHASE CO 54,238 79,175
    67066G104 NVIDIA CORP 20,034 110,291
    74340W103 PROLOGIS INC 16,023 29,463
    78464A359 SPDR SER TR 39,329 66,368
    921910501 VANGUARD WORLD FD 184,719 214,718
    957663503 WESTERN ASSET FDS IN 26,120 25,723
    97717X701 WISDOMTREE TR 26,471 34,068
    H1467J104 CHUBB LTD 20,589 38,662
    11135F101 BROADCOM INC 12,084 66,541
    166764100 CHEVRON CORP NEW 34,915 35,205
    22822V101 CROWN CASTLE INTL CO 40,585 93,933
    30303M102 FACEBOOK INC CL-A    
    31420B847 FEDERATED HERMES INS 33,422 35,246
    459200101 INTERNATIONAL BUSINE 40,643 43,440
    46138E511 INVESCO EXCHANGE-TRA 24,512 24,750
    464285105 ISHARES COMEX GOLD T    
    46428Q109 ISHARES SILVER TRUST    
    550021109 LULULEMON ATHLETICA 22,636 35,231
    478160104 JOHNSON JOHNSON 20,498 21,384
    718172109 PHILIP MORRIS INTL I 24,393 23,750
    452308109 ILLINOIS TOOL WKS IN 32,111 37,020
    464287804 ISHARES TR 51,480 51,530
    00206R102 ATT INC 11,490 12,300
    46120E602 INTUITIVE SURGICAL I 42,610 44,913
    936793744 WASATCH FDS TR 100,000 95,940
    723787107 PIONEER NAT RES CO 28,808 27,282
    053484101 AVALONBAY CMNTYS INC 27,540 31,574
    28176E108 EDWARDS LIFESCIENCES 24,139 25,910
    744320102 PRUDENTIAL FINL INC 74,162 70,356
    92646A831 VICTORY PORTFOLIOS 85,000 81,132
    7591EP100 REGIONS FINL CORP NE 31,368 30,520
    359246857 FROST FAMILY OF FDS 10,000 9,990
    922908686 VANGUARD INDEX FDS 40,000 44,995
    88160R101 TESLA INC 43,290 52,839
    75513E101 RAYTHEON TECHNOLOGIE 19,364 19,364
    169656105 CHIPOTLE MEXICAN GRI 36,440 34,965
    171340102 CHURCH & DWIGHT CO I 17,046 20,500
    244199105 DEERE CO 38,617 37,718
    260557103 DOW INC 25,570 22,688
    35671D857 FREEPORT-MCMORAN INC 18,970 20,865
    670346105 NUCOR CORP 12,528 22,830
    G1151C101 ACCENTURE PLC-CL A 46,151 51,819
    55261F104 MT BANK CORP 37,747 38,395
    14040H105 CAPITAL ONE FINL COR 30,275 25,391

    TY 2021 InvestmentsOtherSchedule2
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    1/10 MIN INT 264 3/4 ACRES TUP      
    MIN-POCA FK LT SANDY      
    OG8001074 MIN-POCA FK LT SANDY AT COST 1 100
    OG8001033 1/10 MIN INT 264 3/4 AT COST 1 533

    TY 2021 OtherDecreasesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Amount
    COST BASIS ADJ OF CY SALES 525
    MUTUAL FUND TIMING ADJ 41,349


    TY 2021 OtherExpensesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAX ON NON-RENTAL 16 16   0
    REAL ESTATE MANAGEMENT FEE 500 500   0
    INVESTMENT EXPENSES-INTEREST 412 412   0
    EXPENSE OF TAKING CARE OF FAMI 1,156 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,480 0  
    OTHER INCOME 26 26  


    TY 2021 TaxesSchedule
    Name:
    VIRGINIA GORMAN TRUST
    EIN:
    55-6091154
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 589 589   0