Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
CHRISTIAN OLSEN PRIVATE FOUNDATION
C/O JOSHUA M FLEMING
Number and street (or P.O. box number if mail is not delivered to street address)11891 US HIGHWAY ONE 100
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH PALM BEACH, FL33408
A Employer identification number

65-6400515
B Telephone number (see instructions)

(561) 622-2700
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$7,036,715
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,268 2,268  
4 Dividends and interest from securities... 151,289 151,289  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 135,070
b Gross sales price for all assets on line 6a 3,644,267
7 Capital gain net income (from Part IV, line 2)... 135,070
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 288,627 288,627  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 104,000 62,400   41,600
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 79,466 47,679   31,787
b Accounting fees (attach schedule)....... 9,089 5,453   3,636
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 2,406 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 102,826 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 297,787 115,532   77,023
25 Contributions, gifts, grants paid....... 342,372 342,372
26 Total expenses and disbursements. Add lines 24 and 25 640,159 115,532   419,395
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -351,532
b Net investment income (if negative, enter -0-) 173,095
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 738,879 1,228,125 1,228,125
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 6,411,405 Click to see attachment5,537,596 5,790,996
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment0 Click to see attachment17,594 Click to see attachment17,594
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,150,284 6,783,315 7,036,715
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) Click to see attachment15,437 Click to see attachment0
23 Total liabilities (add lines 17 through 22)......... 15,437 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........... 7,134,847 6,783,315
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)..... 7,134,847 6,783,315
30 Total liabilities and net assets/fund balances (see instructions). 7,150,284 6,783,315
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
7,134,847
2
Enter amount from Part I, line 27a .....................
2
-351,532
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,783,315
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,783,315
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 RAYMOND JAMES #9886 P    
b RAYMOND JAMES #9886 P    
c RAYMOND JAMES #9886 P    
d RAYMOND JAMES #9886 P    
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 36,703     36,703
b 195,613     195,613
c 1,342,955   1,494,810 -151,855
d 2,068,996   2,014,387 54,609
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       36,703
b       195,613
c       -151,855
d       54,609
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 135,070
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,406
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 2,406
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 20,000
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 20,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 17,594
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet17,594 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 addressbulletNONE
    14
    The books are in care ofbulletJOSEPH FLEMING Telephone no.bullet (561) 622-2700

    Located atbullet11891 US HIGHWAY ONE 100NORTH PALM BEACHFL ZIP+4bullet33408
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOSEPH M FLEMING TRUSTEE
    9.00
    104,000 0 0
    11891 US HIGHWAY ONE STE 100
    NORTH PALM BEACH,FL33408
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    FLEMING & FLEMING PLLC LEGAL 79,466
    11891 US HWY ONE STE 100
    NORTH PALM BEACH,FL33408
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,590,458
    b
    Average of monthly cash balances.......................
    1b
    918,299
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,508,757
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    8,508,757
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    127,631
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,381,126
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    419,056
    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
    419,056
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,406
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,406
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    416,650
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    416,650
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    416,650
    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 7 416,650
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 342,372
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 419,395
    a Applied to 2020, but not more than line 2a 342,372
    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..... 77,023
    e Remaining amount distributed out of corpus 0
    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 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    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 ..........
    339,627
    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 ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
    11891 US ONE STE 100
    NORTH PALM BEACH,FL33408
    (561) 622-2700
    bThe form in which applications should be submitted and information and materials they should include:
    1. THE CERTIFICATION, APPLICATION, PROJECT DESCRIPTION & BUDGET PAGES. 2. A COPY OF THE ORGANIZATION'S MOST RECENT SECTION 501(C)(3) IRS RULING. 3. A COPY OF THE ORGANIZATION'S MOST RECENT FINANCIAL STATEMENTS OR TAX RETURN. 4. A LIST OF THE ORGANIZATION'S OFFICERS AND DIRECTORS.
    cAny submission deadlines:
    FEBRUARY 15, MAY 15, AUGUST 15, NOVEMBER 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION AWARDS CHARITABLE DISTRIBUTIONS ONLY TO ORGANIZATIONS WHICH SATISFY THE REQUIREMENTS OF SECTION 170(B)(1)(A), 170 (C), 2055(A), AND 2522(A) OF THE INTERNAL REVENUE CODE.
    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
    ADOPT A FAMILY OF PALM BEACH
    1712 2ND AVE N
    LAKE WORTH,FL33460
      501(C)(3) FAMILY SERVICES 5,000
    ALZHEIMER'S ASSOCIATION SE FLORIDA CHAPTER
    3333 FOREST HILL BLVD STE 101
    WEST PALM BEACH,FL33406
      501(C)(3) MEDICAL SERVICES 5,000
    AMERICAN HEART ASSOCIATION
    2300 CENTERPARK W DR
    WEST PALM BEACH,FL33409
      501(C)(3) MEDICAL RESEARCH AND EDUCATION 5,000
    AMERICAN RED CROSS
    1250 NORTHPOINT PKY
    WEST PALM BEACH,FL33407
      501(C)(3) PROVIDE EMERGENCY ASSISTANCE 5,000
    AMERICA'S SECOND HARVEST OF THE BIG BEND
    110 FOUR POINTS WAY
    TALLAHASSEE,FL32305
      501(C)(3) TRYING TO ELIMINATE CANCER AS A MAJOR HEALTH PROBLEM 5,000
    ARC OF PALM BEACH COUNTY
    1201 AUSTRALIAN AVENUE
    RIVIERA BEACH,FL33404
      501(C)(3) SUPPORT TO THE MENTALLY HANDICAPPED 5,000
    ARMORY ART CENTER
    1700 PARKER AVE
    WEST PALM BEACH,FL33401
      501(C)(3) INSPIRE THE CREATION AND EXPERIENCE OF ART 5,000
    BARNABAS CENTER
    1202 JASMINE STREET STE 101
    FERNANDINA BEACH,FL32034
      501(C)(3) EMERGENCY ASSISTANCE FOR NASSAU COUNTY RESIDENTS WITH 5,000
    BASE CAMP CHILDREN'S CANCER
    650 N WYMORE RD STE 103
    WINTER PARK,FL327892859
      501(C)(3) PROGRAMS FOR CHILDREN AND FAMILIES FACING LIVING WITH CANCER 5,000
    BIG BROTHERS BIG SISTERS OF PALM BEACH COUNTY INC
    1700 KIRK RD
    WEST PALM BEACH,FL33406
      501(C)(3) ENHANCE DEVELOPMENT OF CHILDREN 5,000
    BOCA HELPING HANDS
    1500 NW 1ST COURT
    BOCA RATON,FL33432
      501(C)(3) FOOD BANK AND JOB TRAINING 5,000
    BOGGY CREEK GANG
    30500 BRANTLEY BRANCH ROAD
    EUSTIS,FL32736
      501(C)(3) CAMP FOR SERIOUSLY ILL CHILDREN 5,000
    CHILDREN OF FALLEN PATRIOTS FOUNDATION
    44900 PRENTICE DRIVE
    DULLES,VA20166
      501(C)(3) EDUCATIONAL COUNSELING AND SCHOLARSHIPS 6,000
    CHILDRENS CANCER CENTER
    4901 W CYPRESS ST
    TAMPA,FL33607
      501(C)(3) PROVIDING SUPPORT FOR FAMILIES OF CHILDREN WITH CANCER OR LIFE-THREATENING ILLNESSES 5,000
    CHILDREN'S DREAM FUND
    PO BOX 1881
    ST PETERSBURG,FL33731
      501(C)(3) GRANTING WISHES TO SERIOUSLY ILL CHILDREN 5,000
    CHILDREN'S HOME SOCIETY OF FLORIDA SOUTH COAST DIVISION
    3333 FOREST HILL BLVD
    WEST PALM BEACH,FL33406
      501(C)(3) PREVENTING CHILD ABUSE 5,000
    CLOTHES TO KIDS
    1059 N HERCULES AVE
    CLEARWATER,FL33765
      501(C)(3) CLOTHING DISTRIBUTIONS 5,000
    COLEL CHABAD
    806 EASTERN PARKWAY
    BROOKLYN,NY11213
      501(C)(3) ASSISTANCE TO PEOPLE IN NEED 5,000
    CONNOR MORAN CHILDREN'S CANCER FOUNDATION
    401 OLD DIXIE HWY SUITE 4221
    JUPITER,FL33469
      501(C)(3) TO PROVIDE ASSISTANCE FOR CHILDREN WITH CANCER 5,000
    COVENANT HOUSE FLORIDA
    773 BREAKERS AVENUE
    FORT LAUDERDALE,FL33304
      501(C)(3) PROVIDES HOUSING AND SERVICES FOR RUNAWAY, HOMELESS AND AT-RISK YOUTH UNDER 21. 5,000
    DREAMS COME TRUE
    6803 SOUTHPOINT PKWY
    JACKSONVILLE,FL32216
      501(C)(3) ENHANCE THE LIVES OF CHILDREN WITH LIFE-THREATENING ILLNESSES 5,000
    EDGEWOOD CHILDREN'S RANCH
    1451 EDGEWOOD RANCH RD
    ORLANDO,FL32835
      501(C)(3) HOME FOR CHILDREN WITH SPECIAL NEEDS 5,000
    FEEDING AMERICA OF TAMPA BAY
    4702 TRANSPORT DR BLDG 6
    TAMPA,FL33605
      501(C)(3) FOOD BANK 5,000
    FEEDING SOUTH FLORIDA
    2501 SW 32ND TERRACE
    PEMBROKE PINES,FL33023
      501(C)(3) FOOD BANK 5,000
    FLORIDA OUTREACH CENTER FOR THE BLIND INC
    1386 VICTORIA DR
    WEST PALM BEACH,FL33406
      501(C)(3) PROVIDE SERVICES FOR THE BLIND 5,000
    GIFT OF LIFE BONE MARROW REGISTRY
    800 YAMATO RD
    BOCA RATON,FL33431
      501(C)(3) PROVIDING CANCER TREATMENT 5,000
    GIVE THE KIDS THE WORLD
    210 SOUTH BASS ROAD
    KISSIMMEE,FL34746
      501(C)(3) WISH FULFILLMENT FOR ILL CHILDREN 5,000
    HELEN KELLER SERVICES FOR THE BLIND
    57 WILLOUGHBY ST
    BROOKLYN,NY11201
      501(C)(3) HELP BLIND INDIVIDUALS BE INDEPENDENT 6,000
    HIDDEN TREASURE CHRISTIAN SCHOOL
    500 W LEE ROAD
    TAYLORS,SC29687
      501(C)(3) EDUCATION FOR SPECIAL NEEDS CHILDREN 8,000
    HOME SAFE
    2840 6TH AVENUE S
    LAKE WORTH,FL33461
      501(C)(3) PREVENTION OF CHILD ABUSE 5,000
    HOMELESS EMERGENCY PROGRAM
    1120 N BETTY LANE
    CLEARWATER,FL33755
      501(C)(3) HELP INDIVIDUALS AND FAMILIES WHO ARE HOMELESS 5,000
    HOMES FOR OUR TROOPS INC
    6 MAIN STREET
    TAUNTON,MA02780
      501(C)(3) TO PROVIDE HOUSING FOR SEVERELY INJURED VETERANS. 6,000
    ISRAEL CANCER ASSOCIATION USA
    2751 S DIXIE HWY BLDG EAST 1002
    WEST PALM BEACH,FL33405
      501(C)(3) CANCER RESEARCH 5,000
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HIGHWAY BLDG
    EAST 1002
    JUPITER,FL33458
      501(C)(3) FUNDRAISING TO ASSURE CLINICAL EXCELLENCE AND QUALITY CARE AT THE JUPITER MEDICAL CENTER 10,000
    KIDS BEATING CANCER
    228 E WINTER PARK ST
    ORLANDO,FL32804
      501(C)(3) HELP CHILDREN WITH CANCER 6,000
    KIDS IN DISTRESS INC
    1301 N CONGRESS AVE STE 310
    BOYNTON BEACH,FL33426
      501(C)(3) PREVENT CHILD ABUSE 5,000
    LEUKEMIA & LYMPHOMA SOCIETY
    4360 NORTHLAKE BLVD
    PALM BEACH GARDENS,FL33410
      501(C)(3) MEDICAL SERVICES 7,500
    LIFE NET 4 FAMILIES
    ONE NW 33RD TERRACE
    FT LAUDERDALE,FL33311
      501(C)(3) PROVIDE FOOD, COUNSELING AND CLOTHING TO PEOPLE IN NEED 5,000
    LIGHTHOUSE FOR THE BLIND OF THE PALM BEACHES
    1710 TIFFANY DRIVE EAST
    WEST PALM BEACH,FL33407
      501(C)(3) ENHANCE INDEPENDENCE FOR THE BLIND 5,372
    LITTLE SMILES
    3569 91ST ST N SUITE 4
    PALM BEACH GARDENS,FL334031144
      501(C)(3) PROVIDE TOYS AND OTHER ENRICHMENT TO CHILDREN IN HOSPITALS 5,000
    MAKE-A-WISH FOUNDATION OF SOUTH FLORIDA
    4491 S STATE RD 7 SUITE 201
    FORT LAUDERDALE,FL33312
      501(C)(3) MAKE LIFE BETTER FOR KIDS WITH LIFE-THREATENING MEDICAL CONDITIONS 5,000
    MUTTY PAWS RESCUE CO ASHLEY MILLER
    165 LAKE ARBOR DR
    PALM SPRINGS,FL33461
      501(C)(3) RESCUE ANIMALS 5,000
    NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN
    9176 ALTERNATE A1A STE 200
    LAKE PARK,FL33404
      501(C)(3) HELP FIND, RESCUE AND CARE FOR MISSING AND SEXUALLY EXPLOITED CHILDEN 5,000
    NATIONAL PEDIATRIC CANCER FOUNDATION
    5550 W EXECUTIVE DR STE 300
    TAMPA,FL33609
      501(C)(3) PROVIDING RESOURCE AND SUPPORT FOR CHILDREN WITH CANCER 5,000
    PALM BEACH COUNTY FOOD BANK
    701 BOUTWELL RD STE 2-A
    LAKE WORTH,FL33461
      501(C)(3) FOOD BANK 5,000
    PELICAN HARBOR SEABIRD STATION
    1279 NE 79TH STREET CAUSEWAY
    MIAMI,FL33138
      501(C)(3) WILDLIFE RESCUE 5,000
    PLACE OF HOPE
    9078 ISAIAH LANE
    PALM BEACH GARDENS,FL33418
      501(C)(3) ENHANCE LIVES OF CHILDREN 5,000
    REHABILITATION CENTER FOR CHILDREN AND ADULTS
    300 ROYAL PALM WAY
    WEST PALM BEACH,FL33480
      501(C)(3) REHABILITATION CENTER FOR ADULTS AND CHILDREN WITH DISABILITIES. 5,000
    SCHOOL OF THE ARTS FOUNDATION
    PO BOX 552
    WEST PALM BEACH,FL33402
      501(C)(3) EDUCATION FOR CHILDREN 7,500
    SECOND HARVEST FOOD BANK OF CENTRAL FLORIDA
    411 MERCY DRIVE
    ORLANDO,FL32805
      501(C)(3) PROVIDE FOOD FOR PEOPLE IN NEED 5,000
    SHELTER FOR ABUSED WOMEN
    PO BOX 10102
    NAPLES,FL34101
      501(C)(3) HELP WOMEN IN NEED 5,000
    SMART RIDE TRS ADVENTURES INC
    1314 E LAS OLAS BLVD STE 302
    FT LAUDERDALE,FL33301
      501(C)(3) OUTREACH FOR THOSE INFECTED, AFFECTED AND AT RISK FOR HIV/AIDS 5,000
    SPECIAL OPERATIONS WARRIOR FUND
    PO BOX 89367
    TAMPA,FL33689
      501(C)(3) COLLEGE SCHOLARSHIP GRANTS 7,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105
      501(C)(3) RESEARCH AND MEDICAL TREATMENT FOR CHILDREN WITH CANCER 5,000
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    1309 N FLAGLER DR
    WEST PALM BEACH,FL33401
      501(C)(3) TREATMENT AND PREVENTION OF BREAST CANCER 5,000
    THE LORD'S PLACE
    2808 N AUSTRALIAN AVE
    WEST PALM BEACH,FL33407
      501(C)(3) PROVIDES SERVICES AND OUTREACH TO HOMELESS PEOPLE 5,000
    TRI-COUNTY HUMANE SOCIETY
    21287 BOCA RIO RD
    BOCA RATON,FL33433
      501(C)(3) END CRUELTY TO ANIMALS 5,000
    TRUSTBRIDGE HOSPICE OF PALM BEACH COUNTY
    5300 EAST AVE
    WEST PALM BEACH,FL33407
      501(C)(3) MEDICAL SERVICES 5,000
    UMSYLVESTER COMPREHENSIVE CENTER
    1475 NW 12TH AVE
    MIAMI,FL33136
      501(C)(3) MEDICAL SERVICES 10,000
    WORLD CENTRAL KITCHEN INC
    200 MASSACHUSETTS AVE NW 7TH FLR
    WASHINGTON,DC20001
      501(C)(3) PROVIDE MEALS TO DISASTER AREAS 5,000
    WOUNDED WARRIORS FAMILY SUPPORT
    11218 JOHN GALT BLVD STE 103
    OMAHA,NE68137
      501(C)(3) VETERANS SUPPORT 7,000
    YMCA OF PALM BEACH COUNTY
    1016 N DIXIE HIGHWAY
    WEST PALM BEACH,FL33401
      501(C)(3) PROVIDE CHILDREN WITH A SAFE PLACE FOR ACTIVITIES 5,000
    YMCA OF TREASURE COAST FL INC
    1700 SE MONTERAY RD
    STUART,FL34996
      501(C)(3) PROVIDE CHILDREN WITH A SAFE PLACE FOR ACTIVITIES 6,000
    Total .................................bullet 3a 342,372
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 2,268  
    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 ............
        18 135,070  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 288,627 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    288,627
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,089 5,453   3,636

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Name of Stock End of Year Book Value End of Year Fair Market Value
    RAYMOND JAMES #9886 5,537,596 5,790,996

    TY 2021 LegalFeesSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 79,466 47,679   31,787


    TY 2021 OtherAssetsSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID TAXES 0 17,594 17,594


    TY 2021 OtherExpensesSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 102,826 0   0


    TY 2021 OtherLiabilitiesSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Description Beginning of Year - Book Value End of Year - Book Value
    TAX LIABILITY 15,437 0


    TY 2021 TaxesSchedule
    Name:
    CHRISTIAN OLSEN PRIVATE FOUNDATION
     
    C/O JOSHUA M FLEMING
    EIN:
    65-6400515
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES 2,406 0   0