Form990-PF
Click to see attachment
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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
ARMROD CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4020 SIERRA COLLEGE BLVD 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ROCKLIN, CA95677
A Employer identification number

68-0370503
B Telephone number (see instructions)

(916) 624-6200
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$8,420,712J 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 4,757 4,757 4,757
4 Dividends and interest from securities... 143,484 143,484 143,484
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 271,146
b Gross sales price for all assets on line 6a 2,339,803
7 Capital gain net income (from Part IV, line 2)... 271,146
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)....... Click to see attachment 5,600 5,600 5,600
12 Total. Add lines 1 through 11........ 424,987 424,987 153,841
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,223     1,223
b Accounting fees (attach schedule)....... Click to see attachment 575     575
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,163 264   7,899
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 48,493 47,376   1,117
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 58,454 47,640   10,814
25 Contributions, gifts, grants paid....... 344,800 344,800
26 Total expenses and disbursements. Add lines 24 and 25 403,254 47,640   355,614
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 21,733
b Net investment income (if negative, enter -0-) 377,347
c Adjusted net income (if negative, enter -0-)... 153,841
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............. 107,469 1,255 1,255
2 Savings and temporary cash investments......... 736,392 695,178 695,178
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..........   309 309
10a Investments—U.S. and state government obligations (attach schedule) 436,151 Click to see attachment486,003 488,426
b Investments—corporate stock (attach schedule)....... 198,317 Click to see attachment198,317 205,709
c Investments—corporate bonds (attach schedule)....... 4,958,609 Click to see attachment4,978,202 5,027,507
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 960,682 Click to see attachment1,260,004 2,002,328
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   200,000    
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,597,620 7,619,268 8,420,712
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........... 7,597,620 7,619,268
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,597,620 7,619,268
30 Total liabilities and net assets/fund balances (see instructions). 7,597,620 7,619,268
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
7,597,620
2
Enter amount from Part I, line 27a .....................
2
21,733
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
7,619,353
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
85
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,619,268
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 2900 WHITE ADLER COURT P 2010-09-20 2021-02-23
b 200,000 SHS VODAONE GROUP PLC P 2016-10-11 2021-03-30
c 200,000 SHS COCA-COLA P 2016-10-06 2021-05-06
d 150,000 SHS WESTPAC BANKING CORP P 2016-10-19 2021-05-13
e 200,000 SHS CISCO SYSTEMS INCL P 2016-10-06 2021-08-20
200,000 SHS HUSKY ENERGY INC P 2016-10-17 2021-09-24
200,000 SHS ORACLE CORP P 2016-10-11 2021-09-15
150,000 SHS ANALOG DEVICES INC P 2016-11-30 2021-10-20
150,000 SHS MASTERCARD INC P 2016-11-16 2021-10-21
200,000 SHS HONEYWELL INTERNATIONAL P 2016-10-24 2021-11-01
200,000 SHS PROCTER & GAMBLE CO P 2016-10-31 2021-11-03
SOLAMERE K-1 FLOW THROUGH P 2020-01-01 2021-12-31
GI PARTNERS -1 FLOW THROUGH P 2020-01-01 2021-12-31
(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 185,000   205,359 -20,359
b 206,572   200,350 6,222
c 216,018   203,012 13,006
d 150,000   150,681 -681
e 200,000   200,696 -696
214,448   210,740 3,708
200,000   199,704 296
150,147   149,391 756
150,000   149,144 856
200,000   199,990 10
200,000   199,590 410
78,375     78,375
189,243     189,243
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       -20,359
b       6,222
c       13,006
d       -681
e       -696
      3,708
      296
      756
      856
      10
      410
      78,375
      189,243
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 2 271,146
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  
3 Add lines 1 and 2........................... 3 5,245
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 5,245
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,554
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,554
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 309
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet309 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 ofbulletDONALD TROWBRIDGE Telephone no.bullet (916) 624-6200

    Located atbullet4020 SIERRA COLLEGE BLVD200ROCKLINCA ZIP+4bullet956773906
    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
     
    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
    MARTIN A HARMON PRESIDENT
    0.00     		0    
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    DONALD T TROWBRIDGE CFO
    0.00     		0    
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    MARILYNN FINN Secretary
    0.00     		0    
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    MARTINE HARMON Director
    0.00     		0    
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    ALLISON MURPHY Director
    0.00     		0    
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,829,195
    b
    Average of monthly cash balances.......................
    1b
    692,024
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,312,792
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,834,011
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,834,011
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    117,510
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,716,501
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    385,825
    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
    385,825
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,245
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,245
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    380,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    380,580
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    380,580
    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 7 380,580
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,310,294
    b From 2017...... 2,165,933
    c From 2018...... 1,500,668
    d From 2019...... 1,157,215
    e From 2020...... 476,678
    f Total of lines 3a through e ........ 8,610,788
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 355,614
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 355,614
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 24,966 24,966
    (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 8,585,822
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		3,285,328
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,300,494
    10 Analysis of line 9:
    a Excess from 2017.... 2,165,933
    b Excess from 2018.... 1,500,668
    c Excess from 2019.... 1,157,215
    d Excess from 2020.... 476,678
    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).)
    MARTIN A HARMON
    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 e-mail address of the person to whom applications should be addressed:
    MARTIN A HARMON
    4020 SIERRA COLLEGE BLVD 200
    ROCKLIN,CA95677
    (916) 624-6200
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER REQUEST FOR FUNDS, TO INCLUDE AMOUNT, INTENDED USE, AND DOCUMENTARY VERIFICATION OF EXEMPT/CHARITABLE STATUS OF RECIPIENT.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    CHILD ADVOCATES OF PLC CTY
    PO BOX 701
    AUBURN,CA95604     		N/A PC SUPPORT FOSTER CARE PROGRAMS 15,000
    AUBURN SYMPHONY
    808 LINCOLN WAY
    AUBURN,CA95603     		N/A PC COMMUNITY BETTERMENT THROUGH CULTURAL ACTIVITIES 1,000
    PLACER COMMUNITY FOUNDATION
    PO BOX 9207
    AUBURN,CA95604     		N/A PC NONPROFIT LEADERSHIP SUMMIT 2,500
    UNION GOSPEL MISSION
    400 BANNON STREET
    SACRAMENTO,CA95811     		N/A PC HELPING THE NEEDY AND HOMELESS 50,000
    AMERICAN CANCER SOCIETY
    250 WILLIAMS STREET
    ATLANTA,GA30303     		N/A GROUP CANCER AWARENESS AND RESEARCH 1,000
    SUTTER AUBURN FAITH FOUNDATION
    11815 EDUCATION STREET
    AUBURN,CA95602     		N/A PC FUNDS HEALTH CARE SERVICES AND PROGRAMS 3,000
    TANZANIA CHILDREN'S FUND
    2 ATLANTIC AVENUE 4TH FLOOR
    BOSTON,MA02110     		N/A PC IMPROVING EDUCATION, INCREASE ACCESS TO HEALTH CARE AND CREATING ECONOMIC OPPORTUNITIES 3,000
    CHABAD OF ROSEVILLE
    4410 DOUGLAS BLVD
    GRANITE BAY,CA95746     		N/A PC YOUTH PROGRAMS 100,000
    CHARITY VISION
    1282 E CAMBRIDGE COURT
    PROVO,UT84604     		N/A PC PROVIDING EYE CARE IN DEVELOPING COUNTRIES 55,000
    LOAVES AND FISHES
    1351 N C STREET
    SACRAMENTO,CA95811     		N/A PC FOOD & BASIC NECESSITIES FOR HOMELESS 5,000
    MAKE A WISH FOUNDATION
    3841 N FREEWAY BLVD STE 185
    SACRAMENTO,CA95834     		N/A PC GRANTING WISHES FOR SICK CHILDREN 1,000
    SUPPORTING THE TAYLOR HOUSE
    PO BOX 853
    ROSEVILLE,CA95678     		N/A PC TEACHING ESSENTIAL LIFE SKILLS AND OFFERING AFFORDABLE RENTS TO TRANSITIONING FOSTER GIRLS AGE 18-21. 1,500
    CENTER FOR LAND BASED LEARNING
    5265 PUTAH CREEK ROAD
    WINTERS,CA95694     		N/A PC RUNS PROGRAMS TO GENERATE NEW FARMERS IN CENTRAL VALLEY 5,000
    FRIENDS OF AUBURN AREA
    471 MAIDU DRIVE
    AUBURN,CA95603     		N/A PC CREATE AND MAINTAIN PUBLIC PARKS AND LANDS 5,000
    SALVATION ARMY
    286 SUTTER STREET
    AUBURN,CA95603     		N/A PC AIDS HELPLESS FAMILIES AND ADDICTED ADULTS 10,000
    GOLDEN EAGLE FOOTBAL ASSOC
    PO BOX 988
    LOOMIS,CA95650     		N/A PC SUPPORT YOURTH SPORTS 3,000
    HOUSE OF HOPE
    PO BOX 921
    SAN PEDRO,CA90733     		N/A PC PROVIDE SAFE, CLEAN, NURTURING ENVIRONMENT FOR WOMEN RECOVERING FROM DRUG ADDICTION 10,000
    PLACER BREAST CANCER FOUNDATION
    PO BOX 564
    ROSEVILLE,CA95678     		N/A PC SUPPORT VICTIMS OF BREAST CANCER AND ASSIST RE-ENTRY INTO CAREERS 2,500
    SERVE PARTNERSHIP UNLIMITED
    2999 DOUGLAS BLVD 325
    ROSEVILLE,CA95661     		N/A PC PROVIDES A SPECIAL NEEDS CAMP 1,000
    PLACER REPERTORY THEATER
    2351 SUNSET BLVD STE 170-209
    ROCKLIN,CA95765     		N/A PC PERFORMING ARTS, CULTURAL & ECONOMIC ENRICHMENT FOR PLACER COUNTY 19,800
    ROCKLIN COMMUNITY THEATRE
    PO BOX 1501
    ROCKLIN,CA95677     		N/A PC PROVIDE OPPORTUNITIES FOR ACTORS, DIRECTORS, MUSICIANS, AND STAGE TECHNICIANS TO LEARN AND PASS ON THEIR CRAFT IN A SUPPORTIVE, FAMILY-FRIENDLY ENVIRONMENT 500
    ARTHRITIS FOUNDATION
    1355 PEACHTREE ST NE STE 600
    ATLANTA,GA30309     		N/A PC PURSUING A CURE FOR ARTRITIS WITH SCIENCE, RESOURCES, ADVOCACY AND COMMUNITY CONNECTIONS 5,000
    CANINE SUPPORT TEAMS INC
    PO BOX 891767
    TEMECULA,CA92589     		NONE PC PROVIDES SPECIALLY TRAINED DOGS TO PEOPLE WITH DISABILITIES OTHER THAN BLINDNESS 5,000
    DOWNTOWN WOMENS CENTER
    442 S SAN PEDRO ST
    LOS ANGELES,CA90013     		NONE PC PROVIDES TRAUMA-INFORMED CARE, CRITICAL SUPPORTIVE SERVICES AND PERMANENT HOUSEING TO WOMEN IN GREATER LA 10,000
    EVERGREEN FREEDOM FOUNDATION
    PO BOX 552
    OLYMPIA,WA98507     		NONE PC ADVANCE INDIVIDUAL LIBERTY, FREE ENTERPRISE AND LIMITED ACCOUNTABLE GOVERNMENT 5,000
    LEOA FOUNDATION
    4192 LAIRD RD
    LOOMIS,CA95640     		NONE PC PURCHASE OF ROLLING CARTS, PALLET JACK AND BOX TRUCK ALL FOR THE PURPOSE OF MOVING DONATED FOOD. 5,000
    POINT OF CONTACT
    1692 MANGROVE AVE 343
    CHICO,CA95926     		NONE PC FOCUS IS ON OUTREACH THRU SHELTER, REHAP, DETOX OR METNAL HEALTH TREATMENT 5,000
    SAVING GRACE
    406 ARAGON PLACE
    VACAVILLE,CA95688     		NONE PC END ECONOMIC EUTHANASIA BY PROVIDING FUNDING FOR EMERGENCY LIFE-SAVING TREATMENT TO PETS 2,500
    SIERRA FUND
    204 PROVIDENCE MINE RD STE 214
    NEVADA CITY,CA95959     		NONE PC SUPPORTS ENVIONMENTALLY HEALTHY COMMUNITIES AND RESTORATION OF THE ECOSYSTEM RESILIENCY IN THE SIERRA NEVADA REGION 2,500
    STEVEN SILLER TUNNEL TO TOWERS FOUN
    2361 HYLAND BLVD
    STATEN ISLAND,NY10306     		NONE PC HONORING HEROES THRU OFFERING ASSISTANCE TO THOSE IN NEED 10,000
    Total .................................bullet 3a 344,800
    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 ...........     		        4,757
    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 ............     		        271,146
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSOLAMERE CAPITAL FUND III     		        5,600
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..     424,987
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    424,987
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 575 0 0 575

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ALLSTATE CORP - 150,000 SHS 149,796 161,102
    ANALOG DEVICES - 150,000 SHS    
    BANK OF AMERICA - 100,000 SHS 108,413 105,117
    CISCO SYSTEMS - 200,000 SHS    
    CITIGROUP INC - 150,000 SHS 165,525 150,176
    COCA-COLA CO - 200,000 SHS    
    CSX CORP - 200,000 SHS 199,192 208,458
    DR PEPPER SNAPPLE GROUP - 100,00 99,956 106,960
    ECOLAB INC - 150,000 SHS 149,528 157,502
    EXPRESS SCRIPTS HOLDING - 100,000 SHS 101,226 102,459
    HONEYWELL INTERNATIONAL - 200,000 SHS    
    HUSKY ENERGY INC - 200,000 SHS    
    KROGER CO - 100,000 SHS 99,676 103,908
    LINCOLN NATIONAL CORP - 100,000 SHS 99,882 108,434
    MASTERCARD INC - 150,000 SHS    
    NATIONAL RETAIL PROP INC - 100,000 SHS 98,897 106,432
    NIKE INC - 150,000 SHS 149,787 156,726
    NORTHERN TRUST CORP - 150,000 SHS 149,243 151,554
    ORACLE CORP - 200,000 SHS    
    PRINCIPAL FINANCIAL GROUP - 150,000 SHS 153,634 154,170
    PROCTER & GAMBLE - 200,000 SHS    
    REALTY INCOME CORP - 100,000 SHS 98,671 105,494
    ROSS STORES INC - 100,000 SHS 106,833 104,857
    SOUTHWEST AIRLINES CO - 150,000 SHS 148,842 156,357
    STATE STREET CORP - 150,000 SHS 164,142 157,826
    TOYOTA MOTOR CREDIT CORP - 300,000 SHS 299,208 307,572
    UNITED PARCEL SERVICE - 200,000 SHS 199,928 207,210
    US BANKCORP - 150,000 SHS 148,529 155,756
    VODAFONE GROUP PLC - 200,000 SHS    
    WESTPAC BANKING CORP - 150,000 SHS    
    TORONO-DOMINION BANK - 50,000 SHS 51,205 51,863
    TRUIST FINANCIAL CORP - 100,000 SHS 103,383 98,744
    VISA INC - 50,000 SHS 49,815 47,931
    APPLE INC - 150,000 SHS 99,743 97,319
    AUTOMATIC DATA PROCESSING - 100,000 SHS 100,604 99,639
    BP CAP MARKETS AMERICA - 100,000 SHS 107,003 105,466
    CANADIAN IMPERIAL BANK - 150,000 SHS 151,646 146,849
    CHARLES SCHWAB CORP - 50,000 SHS 50,577 50,662
    COMCAST CORP - 100,000 SHS 108,515 107,338
    EMERSON ELECTRIC CO - 100,000 SHS 100,490 100,420
    EQUINIX INC - 10,000 SHS 97,918 97,000
    GLOBAL PAYMENTS INC - 100,000 SHS 103,042 102,768
    JPMOGAN CHASE & CO - 100,000 SHS 105,783 105,003
    NOVARTIS CAPITAL CORP - 75,000 77,902 76,201
    PAYPAL HOLDINGS INC - 75,000 SHS 76,969 75,917
    PNC FINANCIAL SERVICES 105,155 102,803
    ROYAL BANK OF CANADA - 100,000 SHS 99,506 98,227
    SCHLUMBERGER FIN - 100,000 SHS 101,690 99,630
    SVB FINANCIAL GROUP - 100,000 SHS 99,641 100,023
    TEXAS INSTRUMENTS INC - 100,000 SHS 100,620 100,415
    TJX COS INC - 100,000 SHS 95,471 96,305
    UNITEDHEALTH GROUP INC - 100,000 SHS 100,619 98,918
    ROUNDING 3 4

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    UMPQUA HOLDING CORP - 10,560 SHS 198,317 205,709

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    US Government Securities - End of Year Book Value:

    486,003
    US Government Securities - End of Year Fair Market Value:

    488,426
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SOLAMERE CAPITAL FUND III, LP INTEREST FMV 881,619 1,435,407
    GI PARTNERS EXECUTIVE FUND V LP INTEREST FMV 378,385 566,921

    TY 2021 LegalFeesSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,223 0 0 1,223


    TY 2021 OtherDecreasesSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Amount
    PARTNERSHIP NONDEDUCTIBLE EXPENSES 85


    TY 2021 OtherExpensesSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEES - BONDS 25,185 25,185    
    FEES - OTHER 687     687
    GI PTRS EXECUTIVE FD V LP - OTHER DED 2,779 2,779    
    OTHER DUES (LOT 138) 380     380
    REGISTRY OF CHARITABLE ORGANIZATION FEE 50     50
    SOLAMERE CAPITAL FUND III LP - OTHER DED 19,412 19,412    


    TY 2021 OtherIncomeSchedule2
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SOLAMERE CAPITAL FUND III 5,600 5,600 5,600


    TY 2021 TaxesSchedule
    Name:
    ARMROD CHARITABLE FOUNDATION
    EIN:
    68-0370503
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FED TAXES 6,691     6,691
    PLACER COUNTY TAX 058045014000 1,208     1,208
    SOLAMERE K-1 - FOREIGN TAXES 264 264