TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
DANA B AND JAMES K GULLEY MEMORIAL

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798

A Employer identification number

35-7257918

B Telephone number (see instructions)

(804) 273-7445

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$0J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	470		470
4	Dividends and interest from securities...	7,609		7,587
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		942,231
b	Gross sales price for all assets on line 6a 2,130,542
7	Capital gain net income (from Part IV, line 2)...			942,231
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).......
12	Total. Add lines 1 through 11........	950,310		950,288
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		10,264	0	0	10,264
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		15,422	129		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).......		35	15		20
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	25,721		144	0	10,284
25	Contributions, gifts, grants paid.......	2,156,349				2,156,349
26	Total expenses and disbursements. Add lines 24 and 25	2,182,070		144	0	2,166,633
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-1,231,760
b	Net investment income (if negative, enter -0-)			950,144
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	42,092
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	603,283
	c	Investments—corporate bonds (attach schedule).......	585,049
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,230,424	0	0
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,230,424	0
	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).....	1,230,424	0
	30	Total liabilities and net assets/fund balances (see instructions).	1,230,424	0

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,230,424

Enter amount from Part I, line 27a .....................

-1,231,760

Other increases not included in line 2 (itemize) bullet

1,358

Add lines 1, 2, and 3 ..........................

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

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	208. AIA GROUP LTD SPONS ADR		2012-06-11	2021-03-11
b	120. ABBOTT LABORATORIES			2021-03-11
c	89. ABBVIE INC			2021-03-11
d	19. ADIDAS AG ADR			2021-03-11
e	163. L'AIR LIQUIDE UNSPONS ADR		2011-12-27	2021-03-11
	59. AIR LEASE CORP			2021-03-11
	42. ALASKA AIR GROUP INC			2021-03-11
	29. ALEXANDRIA REAL ESTATE EQ REIT			2021-03-11
	19. ALEXION PHARMACEUTICALS INC			2021-03-11
	85. ALFA LAVAL AB UNSPONS ADR			2021-03-11
	69. ALIBABA GROUP HLDG LTD		2016-02-01	2021-03-11
	211. ALLIANZ SE UNSPONS ADR		2012-06-11	2021-03-11
	5. ALPHABET INC CL C			2021-03-11
	5. ALPHABET INC CL A			2021-03-11
	18. AMAZON INC COMMON		2012-06-11	2021-03-11
	556. AMBEV SA SPONS ADR			2021-03-11
	38. AMEREN CORPORATION COMMON			2021-03-11
	22. AMERICAN EXPRESS COMPANY			2021-03-11
	31. AMERISOURCEBERGEN CORP. COMMON			2021-03-11
	34. AMETEK INC COMMON			2021-03-11
	20. AMGEN INCORPORATED			2021-03-11
	81. ANALOG DEVICES INC			2021-03-11
	44. ANIKA THERAPEUTICS INC			2021-03-11
	41. ELEVANCE HEALTH INC			2021-03-11
	644. APPLE COMPUTER CORPORATION COMMON			2021-03-11
	26. ASPEN TECHNOLOGY INC		2020-02-10	2021-03-11
	129. ATLAS COPCO AB SP ADR			2021-03-11
	77. AUTODESK, INC. COMMON			2021-03-11
	14. AUTOMATIC DATA PROCESSING INC			2021-03-11
	65. BADGER METER INC			2021-03-11
	25. BAIDU INC SPON ADR			2021-03-11
	646. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR			2021-03-11
	41. BANK OF HAWAII CORP			2021-03-11
	8. BIO-RAD LABS CLASS A			2021-03-11
	36. BIOMARIN PHARMACEUTICAL INC			2021-03-11
	16. BLACKROCK INC			2021-03-11
	100. AZENTA INC			2021-03-11
	46. CDW CORP			2021-03-11
	51. CVS CORP COMMON		2017-03-07	2021-03-11
	37. CANADIAN NATL RY CO			2021-03-11
	34. CARVANA CO CL A			2021-03-11
	24. CASEY'S GENERAL STORES, INC. COMMON			2021-03-11
	74. CERNER CORP			2021-03-11
	70. CHAMPIONX CORP			2021-03-11
	24. CHARTER COMMUNICATIONS INC CL A		2013-02-25	2021-03-11
	73. CHEESECAKE FACTORY INC			2021-03-11
	192. CHUGAI PHARMACEUTICAL CO UNSPONS ADR		2019-03-19	2021-03-11
	138. CISCO SYSTEMS			2021-03-11
	100. CINTAS CORP		2011-08-18	2021-03-11
	140. CITIZENS FINANCIAL GROUP INC		2016-02-01	2021-03-11
	116. COCA COLA COMPANY			2021-03-11
	64. COLGATE PALMOLIVE COMPANY			2021-03-11
	59. CROWN CASTLE INC REIT			2021-03-11
	59. DBS GROUP HOLDINGS LTD SPONS ADR			2021-03-11
	16. DTE ENERGY CO FKA DETROIT EDISION CO			2021-03-11
	358. DANONE SPONS ADR		2017-03-07	2021-03-11
	117. DASSAULT SYS S A SPONS ADR		2011-12-27	2021-03-11
	38. DEERE & COMPANY			2021-03-11
	19. DIAGEO PLC SPONSORED ADR			2021-03-11
	128. DISCOVER FINL SVCS			2021-03-11
	3085.708 DODGE & COX INCOME FUND			2021-03-11
	4081.723 DOUBLELINE TOTL RET BND-I			2021-03-11
	164. ENBRIDGE INC			2021-03-11
	66. EPIROC AKTIEBOLAG UNSPONS ADR		2019-03-19	2021-03-11
	46. EVERSOURCE ENERGY			2021-03-11
	16. EXPEDIA INC COMMON		2019-03-19	2021-03-11
	88. EXPEDITORS INTERNATIONAL			2021-03-11
	69. FACEBOOK INC CL A		2017-03-07	2021-03-11
	16. FACTSET RESH SYS INC		2016-02-01	2021-03-11
	82. FANUC CORP ADR			2021-03-11
	3171.173 FEDERATED HERMES INSTL HIYD BD		2016-02-01	2021-03-11
	126. FIRST FINL BANKSHARES INC			2021-03-11
	34. FIRST REPUBLIC BANK COMMON			2021-03-11
	16. FOMENTO ECON MEXICANO SPONS ADR		2019-03-19	2021-03-11
	54. FOOT LOCKER INC. COMMON			2021-03-11
	82. FUCHS PETROLUB SE PFD ADR		2016-02-01	2021-03-11
	183. GENERAL MOTORS CO			2021-03-11
	57. GRACO INC			2021-03-11
	33. HDFC BANK LTD ADR			2021-03-11
	58. HARTFORD FINL SVCS GROUP INC COMMON			2021-03-11
	33. HASBRO INC			2021-03-11
	12. JACK HENRY & ASSOCIATES INC COMMON			2021-03-11
	44. HOME DEPOT INCORPORATED			2021-03-11
	51. HONEYWELL INTERNATIONAL INC			2021-03-11
	67. HOULIHAN LOKEY INC CL A			2021-03-11
	20. HUMANA, INC.		2013-02-25	2021-03-11
	14. IPG PHOTONICS			2021-03-11
	196. ICICI BANK LTD ADR			2021-03-11
	70. ILLINOIS TOOL WORKS			2021-03-11
	179. INFINEON TECHNOLOGIES AG SPON ADR			2021-03-11
	30. INGERSOLL-RAND INC			2021-03-11
	400. ISHARES TR MSCI SMALL CAP ETF		2011-12-30	2021-03-11
	206. ITA UNIBANCO HOLDINGS SPON ADR PFD		2016-02-01	2021-03-11
	58. JOHNSON & JOHNSON			2021-03-11
	14. JONES LANG LASALLE INC			2021-03-11
	28. KEYSIGHT TECHNOLOGIES INC		2020-02-10	2021-03-11
	56. KOMATSU LTD SPON ADR			2021-03-11
	32. KUBOTA SPONS ADR			2021-03-11
	82. L'OREAL CO UNSPONS ADR			2021-03-11
	25. L3 HARRIS TECHNOLOGIES INC			2021-03-11
	14. LAM RESH CORP			2021-03-11
	33. LANDSTAR SYSTEM INC COMMON			2021-03-11
	16. LINCOLN ELEC HLDGS INC			2021-03-11
	49. LIVE NATION ENTERTAINMENT INC		2019-03-19	2021-03-11
	85. LONZA GROUP AG UNSPONS ADR		2018-07-13	2021-03-11
	134. MGM GROWTH PROPERTIES LLC REIT			2021-03-11
	34. MASONITE INTERNATIONAL CORP			2021-03-11
	94. MAXIM INTEGRATED PRODUCTS INC COMON			2021-03-11
	122. MERCK & CO INC			2021-03-11
	3598.143 METROPOLITAN WEST T/R BD-PLN			2021-03-11
	330. MICROSOFT CORPORATION			2021-03-11
	30. MOHAWK IND INC COMMON		2011-08-18	2021-03-11
	140. MONSTER BEVERAGE CORP			2021-03-11
	67. NASDAQ OMX GROUP INC			2021-03-11
	26. NATIONAL BEVERAGE CORP			2021-03-11
	65. NESTLE SA ADR		2011-12-27	2021-03-11
	40. NOVARTIS AG			2021-03-11
	128. NOVO-NORDISK A S ADR			2021-03-11
	30. NOVOZYMES A/S UNSPONS ADR			2021-03-11
	23. NVIDIA CORP COMMON		2019-03-19	2021-03-11
	85. OCCIDENTAL PETE CORP			2021-03-11
	10. OCCIDENTAL PETROLEUM - WTS 8/03/27		2020-08-03	2021-03-11
	19. OLD DOMINION FREIGHT LINE INC			2021-03-11
	215. ORACLE SYSTEM CORPORATION			2021-03-11
	30. LUKOIL PJSC SPONS ADR		2020-02-10	2021-03-11
	61. PEPSICO INCORPORATED			2021-03-11
	63. PHILLIPS 66		2019-03-19	2021-03-11
	120. PRESTIGE CONSUMER HEALTHCARE I COMMON		2011-08-18	2021-03-11
	27. PRIMERICA INC			2021-03-11
	57. PROCTOR AND GAMBLE COMPANY			2021-03-11
	42. PROGESSIVE CORP., OHIO COMMON		2018-07-13	2021-03-11
	24. PROLOGIS INC REIT		2016-02-01	2021-03-11
	2579.244 PGIM SHRT TRM CORP BND-Q			2021-03-11
	90. QUALCOMM INC COMMON			2021-03-11
	30. RLI CORP			2021-03-11
	26. RBC BEARINGS INC			2021-03-11
	17. REGENERON PHARMACEUTICALS INC			2021-03-11
	176. ROCHE HLDG LTD SPONS ADR			2021-03-11
	13. ROCKWELL INTERNATIONAL CORP NEW			2021-03-11
	200. ROSS STORES INC COM		2011-08-18	2021-03-11
	39. ROYAL DUTCH SHELL PLC SPONS ADR B		2017-03-07	2021-03-11
	92. SEI INVESTMENTS CO			2021-03-11
	42. SAP AKTIENGESELLSCHAFT		2011-12-27	2021-03-11
	120. SCHLUMBERGER LTD			2021-03-11
	50. SCOTTS CO CL A			2021-03-11
	50. SEMPRA ENERGY		2011-08-18	2021-03-11
	67. SERVICE CORP INTL COM			2021-03-11
	60. SIGNATURE BANK		2011-08-18	2021-03-11
	62. SITEONE LANDSCAPE SUPPLY INC			2021-03-11
	54. SONOVA HOLDING AG UNSPONS ADR		2011-12-27	2021-03-11
	19. SPLUNK INC			2021-03-11
	260. STARBUCKS CORPORATIONS COMMON			2021-03-11
	172. STARWOOD PROPERTY TRUST INC REIT			2021-03-11
	40016.502 STERLING CAP TTL RTRN BND-R6			2021-03-11
	101. SYMRISE AG UNSPONS ADR			2021-03-11
	39. SYNEOS HEALTH INC CL A			2021-03-11
	61. SYSMEX CORP UNSPONS ADR		2016-02-01	2021-03-11
	383. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR			2021-03-11
	10. TELEDYNE TECHNOLOGIES INC			2021-03-11
	50. TENCENT HOLDINGS LIMITED LTD UNSPONS ADR			2021-03-11
	90. TEXAS INSTRUMENTS INCORPORATED		2011-08-18	2021-03-11
	30. THOR INDUSTRIES INC			2021-03-11
	160. TORO COMPANY COMMON		2011-08-18	2021-03-11
	100. THE TRAVELERS COMPANIES INC.		2004-09-01	2021-03-11
	32. TYSON FOODS, INC. COMMON		2020-02-10	2021-03-11
	220. UNICHARM CORP SPONS ADR		2019-03-19	2021-03-11
	38. UNILEVER PLC-SPONSORED ADR		2011-08-18	2021-03-11
	72. UNITED PARCEL SERVICES B			2021-03-11
	46. VARIAN MED SYS INC			2021-03-11
	145. VERIZON COMMUNICATIONS INC			2021-03-11
	88. VISA INC		2017-03-07	2021-03-11
	23. VORNADO REALTY TRUST			2021-03-11
	14. WD40 - COMPANY COMMON			2021-03-11
	90. WEC ENERGY GROUP INC		2011-08-18	2021-03-11
	28. WASTE CONNECTIONS INC			2021-03-11
	150. WASTE MANAGEMENT INC NEW			2021-03-11
	19. WATSCO INC CL A			2021-03-11
	124. WELLS FARGO & CO NEW			2021-03-11
	68. WESTERN ALLIANCE BANCORPORATION			2021-03-11
	30. WHIRLPOOL CORP		2011-08-18	2021-03-11
	38. XILINX INC			2021-03-11
	43. YUM! BRANDS, INC. COMMON			2021-03-11
	73. YUM CHINA HOLDINGS INC			2021-03-11
	110. AMDOCS LTD ORD		2011-08-18	2021-03-11
	94. ARCH CAPITAL GROUP LTD			2021-03-11
	49. ACCENTURE PLC IRELAND SHS			2021-03-11
	16. ICON PLC			2021-03-11
	16. LINDE PLC		2019-03-19	2021-03-11
	35. APTIV PLC			2021-03-11
	34. TRANE TECHNOLOGIES PLC			2021-03-11
	57. CHUBB LTD			2021-03-11
	85. ARDAGH GROUP SA			2021-03-11
	44. CHECKPOINT SOFTWARE TECHNOLOGY COMMON			2021-03-11
	28. CORE LABORATORIES N V		2016-02-01	2021-03-11
	50. YANDEX N V SHS CLASS A			2021-03-11
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	10,897	2,771	8,126
b	14,089	3,072	11,017
c	9,648	2,223	7,425
d	3,407	2,300	1,107
e	5,202	2,724	2,478
	3,004	1,659	1,345
	2,757	2,876	-119
	4,733	2,451	2,282
	2,898	2,374	524
	2,765	1,591	1,174
	16,590	4,636	11,954
	5,388	1,918	3,470
	10,572	1,374	9,198
	10,499	1,383	9,116
	56,292	3,972	52,320
	1,526	2,362	-836
	2,898	2,811	87
	3,238	1,251	1,987
	3,388	1,278	2,110
	4,221	1,842	2,379
	4,642	1,784	2,858
	12,263	7,810	4,453
	1,602	1,479	123
	13,774	3,382	10,392
	78,783	10,317	68,466
	3,968	3,374	594
	7,799	3,199	4,600
	21,159	2,582	18,577
	2,574	1,258	1,316
	6,778	2,935	3,843
	6,657	3,565	3,092
	3,621	4,182	-561
	3,826	3,399	427
	4,547	2,487	2,060
	2,801	2,620	181
	11,637	2,500	9,137
	8,494	2,983	5,511
	7,388	1,938	5,450
	3,707	4,124	-417
	4,277	1,489	2,788
	9,345	2,069	7,276
	4,860	1,237	3,623
	5,292	4,283	1,009
	1,749	2,406	-657
	15,028	4,271	10,757
	4,279	3,525	754
	3,957	2,189	1,768
	6,740	4,878	1,862
	36,234	2,910	33,324
	6,231	2,909	3,322
	5,940	4,998	942
	4,847	4,221	626
	9,203	5,570	3,633
	5,003	2,397	2,606
	2,033	1,805	228
	4,917	4,711	206
	24,936	4,612	20,324
	13,860	4,440	9,420
	3,174	3,088	86
	13,135	6,665	6,470
	44,280	41,309	2,971
	43,062	44,835	-1,773
	5,952	4,987	965
	1,413	670	743
	3,752	2,613	1,139
	2,792	1,954	838
	8,699	3,840	4,859
	19,011	9,509	9,502
	5,003	2,400	2,603
	2,005	1,237	768
	31,521	28,348	3,173
	6,246	3,235	3,011
	5,797	2,634	3,163
	1,213	1,441	-228
	3,063	2,114	949
	1,030	849	181
	10,299	5,532	4,767
	3,914	2,240	1,674
	2,748	1,635	1,113
	3,191	2,977	214
	3,190	2,668	522
	1,813	1,180	633
	11,824	8,306	3,518
	10,913	3,335	7,578
	4,553	3,120	1,433
	8,067	1,411	6,656
	3,006	1,311	1,695
	3,405	1,481	1,924
	15,013	3,112	11,901
	7,292	4,630	2,662
	1,490	828	662
	28,855	13,984	14,871
	1,002	801	201
	9,301	4,795	4,506
	2,454	1,741	713
	3,847	2,639	1,208
	1,768	1,348	420
	3,677	2,439	1,238
	6,310	1,785	4,525
	4,735	3,158	1,577
	7,547	2,757	4,790
	5,358	3,211	2,147
	1,963	1,381	582
	4,358	3,065	1,293
	5,081	2,446	2,635
	4,388	3,844	544
	3,991	2,294	1,697
	8,405	2,767	5,638
	9,164	7,389	1,775
	36,737	34,994	1,743
	78,818	8,239	70,579
	5,559	1,316	4,243
	12,537	6,787	5,750
	9,693	4,992	4,701
	1,433	976	457
	7,061	3,710	3,351
	3,402	1,938	1,464
	9,190	4,623	4,567
	1,950	1,551	399
	11,918	4,031	7,887
	2,656	5,474	-2,818
	149	57	92
	4,367	2,082	2,285
	14,496	7,227	7,269
	2,584	2,976	-392
	8,182	4,183	3,999
	5,545	6,220	-675
	5,510	1,068	4,442
	4,115	2,666	1,449
	7,250	4,613	2,637
	3,922	2,464	1,458
	2,394	1,045	1,349
	29,274	28,548	726
	11,918	4,299	7,619
	3,422	1,889	1,533
	5,044	2,883	2,161
	8,034	6,248	1,786
	7,337	4,035	3,302
	3,458	1,332	2,126
	24,540	3,449	21,091
	1,631	2,177	-546
	5,495	3,787	1,708
	5,337	2,241	3,096
	3,587	7,831	-4,244
	10,848	4,195	6,653
	6,413	2,448	3,965
	3,233	1,734	1,499
	14,035	3,085	10,950
	10,793	3,066	7,727
	2,749	1,107	1,642
	2,646	2,143	503
	28,210	10,135	18,075
	4,121	3,944	177
	440,982	407,015	33,967
	3,060	1,635	1,425
	2,904	1,709	1,195
	3,051	1,986	1,065
	45,983	4,324	41,659
	3,937	1,114	2,823
	4,437	2,399	2,038
	15,758	2,302	13,456
	4,136	2,629	1,507
	16,262	1,922	14,340
	15,487	3,428	12,059
	2,398	2,579	-181
	1,834	1,590	244
	2,074	1,269	805
	12,107	6,724	5,383
	8,106	3,173	4,933
	8,146	5,772	2,374
	20,039	7,856	12,183
	1,099	1,885	-786
	4,338	2,168	2,170
	7,881	2,727	5,154
	2,877	2,398	479
	18,052	4,611	13,441
	4,642	2,673	1,969
	4,862	6,228	-1,366
	6,571	2,600	3,971
	6,166	1,746	4,420
	4,770	1,195	3,575
	4,527	2,371	2,156
	4,490	1,876	2,614
	8,789	2,901	5,888
	3,478	1,283	2,195
	13,077	6,425	6,652
	2,874	2,046	828
	4,299	2,770	1,529
	5,339	2,711	2,628
	5,581	2,856	2,725
	9,807	7,828	1,979
	2,231	1,448	783
	5,130	2,802	2,328
	1,129	2,681	-1,552
	3,315	1,804	1,511
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91
			91

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			8,126
b			11,017
c			7,425
d			1,107
e			2,478
			1,345
			-119
			2,282
			524
			1,174
			11,954
			3,470
			9,198
			9,116
			52,320
			-836
			87
			1,987
			2,110
			2,379
			2,858
			4,453
			123
			10,392
			68,466
			594
			4,600
			18,577
			1,316
			3,843
			3,092
			-561
			427
			2,060
			181
			9,137
			5,511
			5,450
			-417
			2,788
			7,276
			3,623
			1,009
			-657
			10,757
			754
			1,768
			1,862
			33,324
			3,322
			942
			626
			3,633
			2,606
			228
			206
			20,324
			9,420
			86
			6,470
			2,971
			-1,773
			965
			743
			1,139
			838
			4,859
			9,502
			2,603
			768
			3,173
			3,011
			3,163
			-228
			949
			181
			4,767
			1,674
			1,113
			214
			522
			633
			3,518
			7,578
			1,433
			6,656
			1,695
			1,924
			11,901
			2,662
			662
			14,871
			201
			4,506
			713
			1,208
			420
			1,238
			4,525
			1,577
			4,790
			2,147
			582
			1,293
			2,635
			544
			1,697
			5,638
			1,775
			1,743
			70,579
			4,243
			5,750
			4,701
			457
			3,351
			1,464
			4,567
			399
			7,887
			-2,818
			92
			2,285
			7,269
			-392
			3,999
			-675
			4,442
			1,449
			2,637
			1,458
			1,349
			726
			7,619
			1,533
			2,161
			1,786
			3,302
			2,126
			21,091
			-546
			1,708
			3,096
			-4,244
			6,653
			3,965
			1,499
			10,950
			7,727
			1,642
			503
			18,075
			177
			33,967
			1,425
			1,195
			1,065
			41,659
			2,823
			2,038
			13,456
			1,507
			14,340
			12,059
			-181
			244
			805
			5,383
			4,933
			2,374
			12,183
			-786
			2,170
			5,154
			479
			13,441
			1,969
			-1,366
			3,971
			4,420
			3,575
			2,156
			2,614
			5,888
			2,195
			6,652
			828
			1,529
			2,628
			2,725
			1,979
			783
			2,328
			-1,552
			1,511

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	942,231
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 ...................		3

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 and enter “N/A" on line 1.
	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	13,207
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	13,207
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	15,068
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	15,068
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,861
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	1,861

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

Yes

If "Yes," attach the statement required by General Instruction T. Click to see attachment

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

TRUIST BANK Telephone no. bullet

(804) 273-7445

Located at bullet

P O BOX 919798ORLANDOFL ZIP+4 bullet

328919798

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
TRUIST BANK	TRUSTEE 1	0
P O BOX 919798 ORLANDO,FL328919798	TRUSTEE 1	0

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...................				0

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

432,349

Average of monthly cash balances.......................

383,169

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

815,518

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

815,518

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

12,233

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

803,285

Minimum investment return. Enter 5% (0.05) of line 5................

40,164

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.)

Minimum investment return from Part IX, line 6..................

40,164

Tax on investment income for 2021 from Part V, line 5.......

13,207

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

13,207

Distributable amount before adjustments. Subtract line 2c from line 1............

26,957

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

26,957

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

26,957

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					26,957
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				71,175
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 2,166,633
a Applied to 2020, but not more than line 2a				71,175
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.....					26,957
e Remaining amount distributed out of corpus		2,068,501
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		2,068,501
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		2,068,501
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	2,068,501

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SUNBEAM BAPTIST CHURCH 31226 SUNBEAM RD FRANKLIN,VA23851	NONE	PC	GENERAL OPERATING	718,783
SAINT PAUL UNITED METHODIST CHURCH 204 EAST CHESTNUT STREET GOLDSBORO,NC27530	NONE	PC	GENERAL OPERATING	718,783
FIRST BAPTIST CHURCH OF GOLDSBORO 125 SOUTH JOHN STREET GOLDSBORO,NC27530	NONE	PC	GENERAL OPERATING	718,783
Total ................................. 3a				2,156,349

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	470
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	942,231
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				950,310

13Total. Add line 12, columns (b), (d), and (e)..................

950,310

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
256210105 DODGE & COX INCOME F
258620103 DOUBLELINE TOTAL RET
31420B847 FEDERATED INST HI YL
592905764 METROPOLITAN WEST T/
74441R607 PGIM SH/T RM CORP BD
85918D624 STERLING CAPITAL TOT

Name of Stock	End of Year Book Value	End of Year Fair Market Value
02079K107 ALPHABET INC-CL C CO
0279K305 ALPHABET INC-CL A COM
056752108 BAIDU INC
16119P108 CHARTER COMMUNICATIO
30303M102 FACEBOOK INC- A COMM
538034109 LIVE NATION COMMON
88032Q109 TENCENT HOLDINGS LIM
92343V104 VERIZON COMMUNICATIO
N97284108 YANDEX NV-A
00687A107 ADIDAS AG
01607W102 ALIBABA GROUP HOLDIN
023135106 AMAZON.COM INC COMMO
146869102 CARVANA CO COMMON
163072101 CHEESECAKE FACTORY C
30212P303 EXPEDIA INC COMMON
344849104 FOOTLOCKER INC.COMMO
37045V100 GENERAL MOTORS CO. C
418056107 HASBRO INC COMMON
437076102 HOME DEPOT INC COMMO
608190104 MOHAWKIND INC COMMON
778296103 ROSS STORES INC COMM
817565104 SERVICE CORP INTL CO
855244109 STARBUCKS CORP COMMO
885160101 THOR INDS INC COMMON
963320106 WHIRLPOOL CORP COMMO
988498101 YUM! BRANDS INC COMM
98850P109 YUM CHINA HOLDINGS I
G6095L109 APTIV PLC APTIV PLC
02319V103 AMBEV SA-ADR
147528103 CASEY'S GENERAL STOR
191216100 THE COCA-COLA CO
23636T100 DANONE SPONS ADR
23243Q205 DIAGEO PLC SPONSORED
344419106 FOMENTO ECONOMICO ME
502117203 L'OREAL UNSPONSORED
61174X109 MONSTER BEVERAGE COR
635017106 NATIONAL BEVERAGE CO
641069406 NESTLE SA ADR
713448108 PEPSICO INC
742718109 PROCTER & GAMBLE CO
902494103 TYSON FOODS INC
90460M204 UNICHARM CORP
904767704 UNILEVER PLC-SPONSOR
929236107 WD40-COMPANY
15872M104 CHAMPIONX CORPORATIO
29250N105 ENBRIDGE INC
674599105 OCCIDENTAL PETROLEUM
69343P105 LUKEOIL PJSC-SPON AD
718546104 PHILLIPS 55
780259107 ROYAL DUTCH SHELL PL
806857108 SCHLUMBERGER LTD
N22717107 CORE LABORATORIES N.
194162103 COLGATE PALMOLIVE CO
001317205 AIA GROUP LTD
018820100 ALLIANZ SOOCIETAS EU
025816109 AMERICA EXPRESS CO
05946K101 BANCO BILBAO VIZCAYA
062540109 BANK OF HAWAII CORP
09247X101 BLACKROCK INC
174610105 CITIZENS FINANCIAL
23304Y100 DBS GROUP HLDS LTD S
254709108 DISCOVER FINANCIAL S
303075105 FACT RESEARCH SYSTEM
32020R109 FIRST FINANCIAL BANK
33616C100 FIRST REPUBLIC BANK
40415F101 HDFC BANK LTD ADR
416515104 HARTFORD FINL SVCS G
441593100 HOULIHAN LOKEY INC
45104G104 ICICI BANK LIMITED S
465562106 ITAU UNIBANCO BANCO
631103108 NASDAQ INC
74164M108 PRIMERICA INC
743315103 PROGRESSIVE CORP
749607107 RLI CORP
784117103 SEI INVESTMENTS COMP
82669G104 SIGNATURE BANK
85571B105 STARWOOD PROPERTY TR
89417E109 THE TRAVELERS COMPAN
949746101 WELLS FARGO & CO
957638109 WESTERN ALLIANCE BAN
G0450A105 ARCH CAPITAL GROUP L
H1467J104 CHUBB LIMITED PROSPE
002824100 ABBPTT LABORATORIES
00287Y109 ABBVIE INC
015351109 ALEXION PHARMACEUTIC
03073E105 AMERISOURCEBERGEN CO
031162100 AMGEN INC
035255108 ANIKA THERAPEUTICS I
036752103 ANTHEM INC
090572207 BIO-RAD LABS CLASS A
09061G101 BIOMARIN PHARMACEUTI
126650100 CVS
15678214 CERNER CORP
171269103 CHUGAI PHARMACEUTIC
444859102 HUMANA INC
478160104 JOHNSON & JOHNSON
54338V101 LONZA GROUP AG ADR
58933Y105 MERCK & CO INC
66987V109 NOVARTIS AG ADR
74112D101 PRESTIGE CONSUMER HE
75886F107 REGENERON PHARMACEUT
771195104 ROCHE HOLDING LTD AD
670100205 NOVO-NORDISK AS ADR
83569C102 SONOVA HOLDING AG
87166B102 SYNEOS HEALTH INCH
87184P109 SYSMEX CORP
92220P105 VARIAN MED SYS INC
G4705A100 ICON PLC
00912X302 AIR LEASE CORP
011659109 ALASKA AIR GROUP INC
015393101 ALFA LAVAL AB-UNSPON
031100100 AMETEK INC
049255706 ATLAS COPCO AM SPONS
136375102 CANADIAN NATL RY CO
172908105 CINTAS CORPORATION
244199105 DEERE & COMPANY
29429L105 EPIROC AB-UNSP ADR
302130109 EXPEDITORS INTL WASH
30730512 FANUC LTD ADR
384109104 GRACO INC
438516106 HONEYWELL INTERNATIO
452308109 ILLINOIS TOOLS WORKS
45687V106 INGERSOLL-RAND INC C
500458401 KOMATSU LTD
501173207 KUBOTA CORPORATION
502431109 L3HARRIS TECHNOLOGIE
515098101 LANDSTAR SYSTEM INC
533900106 LINCOLN ELECTRIC HOL
575385109 MASONITE INTERNATION
679580100 OLD DOMINION FRIEGHT
75524B104 RBC BEARINGS INC
773903109 ROCKWELL AUTOMATION
82982L103 SITEONE LANDSCAPE SU
879360105 TELEDYNE TECHOLOGIES
891092108 TORO COMPANY
911312106 UNITED PARCEL SERVIC
94106B101 WASTE CONNECTIONS IN
94106L109 WASTE MANAGEMENT INC
942622200 WATSCO INC
G8994E103 TRANE TECHNOLOGIES P
032654105 ANALOG DEVICES INC
037833100 APPLE INC
045327103 ASPEN TECH
052769106 AUTODESK INC
053015103 AUTOMATIC DATA PROCE
056525108 BADGER METER INC
114340102 BROOKS AUTOMATION IN
12514G108 CDW CORP OF DELAWARE
17275R102 CISCO SYSTEMS INC
237545108 DASSAULT SYSTEMS
426281101 JACK HENRY & ASSOCIA
44980X109 IPG PHOTONICS CORP
45662N103 INFINEON TECHNOLOGY
49338L103 KEYSIGHT TECHNOLOGIE
512807108 LAM RESEARCH CORP
57772K101 MAXIM INTEGRATED PRO
594918104 MICROSOFT CORP
67066G104 NVIDIA CORP
68389X105 ORACLE CORP
747525103 QUALCOMM INC
803054204 SAP SE ADR
848637104 SPLUNK INC
874039100 TAIWAN SEMICONDUCTOR
882508104 TEXAS INSTRUMENTS IN
92826C839 VISA INC CLASS A SHA
983919101 XILINX INC
G02602103 AMDOC LTD SC
G1151C101 ACCENTURE PLC IRELAN
M22465104 CHECKPOINT SOFTWARE
009126202 AIR LIQUIDE
35952Q106 FUCHS PETROLU SE-PRE
670108109 NOVOZYMES A/S UNSPON
810186106 SCOTTS CO CL A
87155N109 SYMRISE AG ADR
G5494J103 LINDE PLC
L0223L101 ARDAGH GROUPD SA
674599162 OCCIDENTAL PETROLEUM
464288273 ISHARES MSCI EAFE SM
015271109 ALEXANDRIA REALESTAT
22822V101 CROWN CASTLE INTL CO
48020Q107 JONES LANG LA SALLE
55303A105 MGM GROWTH PROPERTIE
74340W103 PROLOGIS INC
929042109 VORNADO REALTY TRUST
023608102 AMEREN CORPORATION
2333331107 DTE ENERGY COMPANY
30040W108 EVERSOURCE ENERGY
816851109 SEMPRA ENERGY
92939U106 WEC ENERGY GROUP INC

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES - PRINCIPAL (ALLOCA	10,000			10,000
LEGAL FEES - INCOME (ALLOCABLE	264			264

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER ALLOCABLE EXPENSE-PRINCI	20	0		20
OTHER EXPENSE (NON-DEDUCTIBLE	15	15		0

Category	Amount	Net Investment Income
FOREIGN TAXES	129	129
FEDERAL TAX PAYMENT - PRIOR YE	506	0
FEDERAL ESTIMATES - PRINCIPAL	14,787	0