Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WARDLE FAMILY FOUNDATION
C/O WILLIAM G WARDLE CHAIR
% WILLIAM G WARDLE LLC
Number and street (or P.O. box number if mail is not delivered to street address)714 INGLESIDE LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTESVILLE, VA22901
A Employer identification number

25-6290322
B Telephone number (see instructions)

(843) 263-5281
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$18,723,576J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 23,577 23,577  
4 Dividends and interest from securities... 240,592 240,592  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,593,454
b Gross sales price for all assets on line 6a 11,039,691
7 Capital gain net income (from Part IV, line 2)... 2,593,454
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)....... -13,269 -13,269  
12 Total. Add lines 1 through 11........ 2,844,354 2,844,354  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,100     4,100
c Other professional fees (attach schedule).... Click to see attachment 188,711 68,711   120,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 105,388 97,815   7,573
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 298,199 166,526   131,673
25 Contributions, gifts, grants paid....... 666,000 666,000
26 Total expenses and disbursements. Add lines 24 and 25 964,199 166,526   797,673
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,880,155
b Net investment income (if negative, enter -0-) 2,677,828
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.............      
2 Savings and temporary cash investments......... 632,136 260,402 260,402
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)....... 10,297,745 Click to see attachment13,975,894 18,463,174
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,929,881 14,236,296 18,723,576
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund 10,929,881 14,236,296
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 10,929,881 14,236,296
30 Total liabilities and net assets/fund balances (see instructions). 10,929,881 14,236,296
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
10,929,881
2
Enter amount from Part I, line 27a .....................
2
1,880,155
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,426,260
4
Add lines 1, 2, and 3 ..........................
4
14,236,296
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,236,296
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 7,000 SHARES VROOM INC   2021-06-15 2021-09-28
b 5,700 SHARES AIR LEASE CORP   2013-05-31 2021-09-28
c 3,000 SHARES AIR LEASE CORP   2013-05-31 2021-12-31
d 181 SHARES ALPHABET INC   2015-03-06  
e 55 SHARES AMAZON COM INC   2015-06-05  
760 SHARES APPLE INC   2013-10-02 2021-03-08
19,000 SHARES DOUBLELINE YIELD   2020-02-26  
1,000 SHARES MASTERCARD INC CL   2014-09-11 2021-11-26
5,255 SHARES T-MOBILE US INC     2021-12-03
763 SHARES VIATRIS INC   2015-08-28 2021-03-12
895 SHARES WALT DISNEY COMPANY   2004-03-23  
10,000 SHARES ESSENTIAL UTILIT   2002-09-20  
935 SHARES MICROSOFT CORP   2010-08-05  
1,595 SHARES VANGUARD TOTAL ST   2009-12-14  
5,000 SHARES AFFIL MERGER GROU   2020-09-17 2021-03-26
12,000 SHARES ATHENE HOLDINGS   2020-12-14 2021-06-21
4,325 SHARES BLACROCK HEALTH   2021-12-10 2021-12-30
40,000 SHARES BLACKROCK INNOVA   2021-03-26  
40,000 SHARES BLACKROCK CAPITA   2020-09-25  
10,000 SHARES BROOKFIELD FINAN   2020-10-08  
10,000 SHARES BROOKFIELD INFRA   2021-05-17 2021-12-10
500 SHARES CNO FIN GROUP   2020-11-18 2021-05-19
1,100 SHARES DISCOVERY INC   2021-02-24 2021-02-24
10,000 SHARES KKR GROUP   2021-03-24 2021-09-24
20,000 SHARES NUVEEN CORE PLUS   2021-04-28 2021-11-18
5,000 SHARES PRUDENTIAL   2020-08-18 2021-02-18
15,000 SHARES TWO HBRS INVT CO   2021-10-26 2021-11-09
10,000 SHARES US CELLULAR   2020-08-10 2021-01-06
10,000 SHARES US CELLULAR   2021-05-10 2021-11-05
1,000 SHARES VITA COCO   2021-10-21 2021-10-26
2,500 SHARES ZETA GLOBAL HOLDI   2021-06-10 2021-06-25
10,000 SHARES ARCH CAP GROUP   2021-06-02 2021-12-10
10,000 SHARES BANK OF AMER COR   2020-10-27 2021-04-28
10,000 SHARES BRIGHTHOUSE FIN   2020-11-10  
2,000 SHARES CMS EMERGENCY   2021-06-24 2021-12-30
2,100 SHARES CAPITAL ONE   2021-07-26 2021-12-30
5,000 SHARES CAPITAL ONE   2020-09-10 2021-03-10
5,000 SHARES EQUITABLE HOLDING   2021-01-05 2021-07-06
5,000 SHARES FIRST REPUBLIC BA   2021-01-28 2021-07-07
10,000 SHARES JP MORGAN   2021-03-10 2021-09-28
500 SHARES SELECTIVE INSURANCE   2020-12-02  
5,000 SHARES TRUIST FINANCIAL   2020-07-30 2021-02-11
10,000 US BANCORP 3.75%   2020-10-20 2021-06-10
10,000 SHARES VORNADO REALTY   2020-11-19  
5,000 SHARES WASHINGTON FED   2021-02-01 2021-08-09
10,000 SHARES WELLS FARGO & CO   2020-10-21 2021-04-21
10,000 SHARES WELLS FARGO & CO   2021-01-25 2021-07-26
LITIGATION PROCEEDS      
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 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 170,020   280,276 -110,256
b 225,426   160,692 64,734
c 132,422   84,575 47,847
d 421,688   105,262 316,426
e 176,244   23,580 152,664
89,037   13,331 75,706
364,241   377,616 -13,375
325,060   75,558 249,502
583,289   260,940 322,349
10,935   10,436 499
167,591   22,204 145,387
427,316   87,600 339,716
273,828   23,721 250,107
342,604   89,932 252,672
125,991   125,000 991
304,770   300,000 4,770
108,884   101,217 7,667
797,056   793,530 3,526
867,019   798,497 68,522
247,752   250,000 -2,248
250,736   250,000 736
12,550   12,500 50
47,073   46,970 103
259,199   250,000 9,199
363,058   400,000 -36,942
125,340   125,000 340
97,888   97,800 88
263,071   250,000 13,071
265,892   250,000 15,892
13,438   15,000 -1,562
20,988   25,000 -4,012
252,208   250,000 2,208
252,710   250,000 2,710
263,896   250,000 13,896
49,568   50,000 -432
53,428   52,500 928
125,380   125,000 380
125,605   125,000 605
133,303   125,000 8,303
257,820   250,000 7,820
12,486   12,500 -14
129,190   125,000 4,190
247,242   250,000 -2,758
251,228   250,000 1,228
130,986   125,000 5,986
256,055   250,000 6,055
253,207   250,000 3,207
1,875   0 1,875
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
      18,463
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       -110,256
b       64,734
c       47,847
d       316,426
e       152,664
      75,706
      -13,375
      249,502
      322,349
      499
      145,387
      339,716
      250,107
      252,672
      991
      4,770
      7,667
      3,526
      68,522
      -2,248
      736
      50
      103
      9,199
      -36,942
      340
      88
      13,071
      15,892
      -1,562
      -4,012
      2,208
      2,710
      13,896
      -432
      928
      380
      605
      8,303
      7,820
      -14
      4,190
      -2,758
      1,228
      5,986
      6,055
      3,207
      1,875
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,593,454
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 37,222
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 37,222
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 28,668
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,668
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 8,554
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletPA, SC, VA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletWILLIAM G WARDLE LLC Telephone no.bullet (843) 263-5281

    Located atbullet714 INGLESIDE LANECHARLOTTESVILLEVA ZIP+4bullet22901
    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
     
     
    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
    ROBERT B WARDLE TRUSTEE-VICE CHAIR
    0     		0 0 0
    922 ROUTE 113
    SELLERSVILLE,PA18960
    MEGAN W NEARY TRUSTEE
    0     		0 0 0
    365 KANE BOULEVARD
    PITTSBURGH,PA15243
    WILLIAM G WARDLE TRUSTEE-CHAIR,SEC
    0     		0 0 0
    714 INGLESIDE LANE
    CHARLOTTESVILLE,VA22901
    DOUGLAS G WARDLE TRUSTEE
    0     		0 0 0
    15 RIVER CLUB DRIVE
    FRIPP ISLAND,SC29920
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    WILLIAM G WARDLE LLC MANAGEMENT SERVICES 120,000
    714 INGLESIDE LANE
    CHARLOTTESVILLE,PA22901
    WELLS FARGO INVESTMENT ADVISOR 68,711
    150 RADNOR-CHESTER ROAD STE A100
    RADNOR,PA19087
    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 NONE  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    17,535,926
    b
    Average of monthly cash balances.......................
    1b
    357,529
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    17,893,455
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    17,893,455
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    268,402
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,625,053
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    881,253
    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
    881,253
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    37,222
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,222
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    844,031
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    844,031
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    844,031
    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 7 844,031
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 150,772
    b From 2017...... 80,919
    c From 2018...... 28,062
    d From 2019...... 46,745
    e From 2020...... 75,180
    f Total of lines 3a through e ........ 381,678
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 797,673
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 797,673
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 46,358 46,358
    (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 5 335,320
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		104,414
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		230,906
    10 Analysis of line 9:
    a Excess from 2017.... 80,919
    b Excess from 2018.... 28,062
    c Excess from 2019.... 46,745
    d Excess from 2020.... 75,180
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY INC
    250 WILLIAMS ST NW
    ATLANTA,GA30303     		NONE PC CONTRIBUTION TO THE GENERAL FUND 5,000
    BEAUFORT-JASPER YMCA OF THE LOWCOUNTRY
    1801 RICHMOND AVE
    PORT ROYAL,SC29935     		NONE PC CONTRIBUTION FOR EARLY LEARNING FOR CHILDREN 35,000
    BOYS AND GIRLS CLUBS OF CENTRAL VIRGINIA
    PO BOX 707
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTION FOR SOUTHWOOD CLUB 10,000
    BOYS AND GIRLS CLUBS OF THE LOWCOUNTRY
    10 PINCKNEY COLONY RD STE 103
    BLUFFTON,SC22909     		NONE PC CONTRIBUTION FOR THE CLUB IN THE ST HELENA ELEMENTARY SCHOOL AND OTHER CLUBS AND PROGRAMS IN NORTHERN BEAUFORT COUNTY 35,000
    BRIDGES TO COMMUNITY INC
    PO BOX 459
    BRONXVILLE,NY10708     		NONE PC CONTRIBUTION TO GENERAL FUND AND FOR EDUCATION IN NICARAGUA 35,000
    BUCKS COUNTY SPCA
    PO BOX 277
    LAHASKA,PA18931     		NONE PC CONTRIBUTION TO THE GENERAL FUND 1,000
    BUILDING GOODNESS FOUNDATION
    PO BOX 4325
    CHARLOTTESVILLE,VA22905     		NONE PC CONTRIBUTION FOR IN-COUNTY DIRECTOR TO MANAGE SANITATION PROJECT AND OTHER PROJECTS IN HAITI 25,000
    FOOTHILLS CHILD ADVOCACY CENTER
    1106 E HIGH ST STE 100
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTION FOR ABUSE PREVENTION AND MENTAL HELATH SERVICES FOR CHILDREN 20,000
    GOALS HAITI
    23419 28TH AVE SOUTH
    DES MOINES,WA98198     		NONE PC CONTRIBUTION FOR YOUTH DEVELOPMENT IN HAITI 25,000
    GRAND VIEW HEALTH FOUNDATION
    700 LAWN AVE
    SELLERSVILLE,PA18960     		NONE PC CONTRIBUTION FOR HOSPICE SERVICES AND FOR GRAND VIEW HOSPITAL 38,000
    HOPEFUL HORIZONS
    PO BOX 1775
    BEAUFORT,SC22901     		NONE PC CONTRIBUTION TO THE GENERAL FUND 50,000
    INDIAN VALLEY BOYS AND GIRLS CLUB
    PO BOX 103
    LANSDALE,PA19446     		NONE PC CONTRIBUTION TO GENERAL FUND AND SCHOLARSHIPS FOR CAMP IN MEMORY OF MAGGIE WARDLE 60,000
    MHY FAMILY SERVICES
    521 ROUTE 228
    MARS,PA16046     		NONE PC CONTRIBUTION FOR RENOVATIONS AND IMPROVEMENTS TO THE WARDLE HOUSE AND FOR THE CHILDREN AT THE WARDLE HOUSE 26,000
    NORTH PENN YMCA
    608 E MAIN ST
    LANSDALE,PA19446     		NONE PC CONTRIBUTION TO THE GENERAL FUND 1,000
    PIEDMONT FAMILY YMCA
    151 MCINTIRE PARK DR
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTION FOR EARLY LEARNING FOR CHILDREN 10,000
    READYKIDS INC
    1000 E HIGH ST
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTIONS FOR MENTAL HEALTH SERVICES FOR CHILDREN 20,000
    ST FRANCIS CENTER
    PO BOX 682
    ST HELENA ISLAND,SC29920     		NONE PC CONTRIBUTION TO THE GENERAL FUND 15,000
    UNITED WAY OF THE LOWCOUNTRY INC
    PO BOX 202
    BEAUFORT,SC29901     		NONE PC CONTRIBUTION TO THE GENERAL FUND AND FOR PLAY PARTNERS 30,000
    VALLEY POINTS FAMILY YMCA
    800 CONSTITUTION BLVD
    NEW KENSINGTON,PA15068     		NONE PC CONTRIBUTION FOR EARLY LEARNING FOR CHILDREN 25,000
    CHILD HEALTH PARTNERSHIP
    1469 GREENBRIER PLACE
    CHARLOTTESVILLE,VA22901     		NONE PC CONTRIBUTION FOR HOME VISITING SERVICES FOR CHILDREN AND FAMILIES 20,000
    EL PORVENIR
    80 GARDEN CENTER SUITE 135
    BROOMFIELD,CO80020     		NONE PC CONTRIBUTION FOR WATER AND SANITATION PROJECTS IN NICARAGUA 25,000
    UNITED WAY OF GREATER CHARLOTTESVILLE
    200 GARRETT STREET
    SUITE I
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTION TO THE GENERAL FUND AND FOR EARLY LEARNING FOR CHILDREN 30,000
    YMCA OF BUCKS COUNTY
    2500 LOWER STATE ROAD
    DOYLESTOWN,PA18901     		NONE PC CONTRIBUTION TO THE GENERAL FUND 30,000
    BEAUFORT CHARITIES INC
    PO BOX 503
    BEAUFORT,SC29901     		NONE PC CONTRIBUTION TO THE GENERAL FUND 10,000
    BIG BROTHERS BIG SISTERS OF THE CENTRAL BLUE RIDGE
    420 E MAIN STREET
    SUITE B
    CHARLOTTESVILLE,VA22902     		NONE PC CONTRIBUTION FOR WORKPLACE DEVELOPMENT INCLUDING MENTORING, SWIMMING AND WATER SAFTEY LESSONS, EMPLOYMENT OPPORTUNITIES, AND FINANCIAL LITERACY EDUCATION 10,000
    CAMP GRACE
    PO BOX 724
    BUFORD,GA30519     		NONE PC CONTRIBUTION FOR CHILDREN IN BEAUFORT COUNTY TO ATTEND CAMP 10,000
    NICA NADADORES INC
    1816 MILLARD STREET
    BETHLEHEM,PA18017     		NONE PC CONTRIBUTION FOR CONSTRUCTION OF COMMUNITY AQUATIC CENTER IN CHIQUILISTAGUA, NICARAGUA 25,000
    PIEDMONT HOUSING ALLIANCE
    682 BERKMAR CIRCLE
    CHARLOTTESVILLE,VA22901     		NONE PC CONTRIBUTION FOR CONSTRUCTION OF EARLY LEARNING CENTER 20,000
    2r3 TREASURE HOUSE
    203 CARTERET STREET
    BEAUFORT,SC29902     		NONE PC CONTRIBUTION FOR FLOORING AND OTHER IMPROVEMENTS TO THRIFT STORE 20,000
    Total .................................bullet 3a 666,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 10,308  
    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 ............     		    16 2,593,454  
    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) ..   2,844,354  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,844,354
    (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
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    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:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ECKMAN & DANOVITZ LLC 4,100     4,100

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Category Amount
    NONE  

    TY 2021 ContractorCompensationExpln
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Contractor Explanation
    WILLIAM G WARDLE LLC WILLIAM G WARDLE LLC PROVIDES COMPREHENSIVE MANAGEMENT AND ADMINSTRATIVE SERVICES TO THE FOUNDATION, INCLUDING BUDGET DEVELOPMENT, IDENTIFICATION OF OPPORTUNITIES FOR GRANTS AND INITIATIVES, ASSEMBLING INFORMATION FOR TAX RETURNS, MONITORING COMPLIANCE WITH IRS DISTRIBUTION REQUIREMENTS, AND PREPARATION OF REPORTS TO THE BOARD OF TRUSTEES.
    WELLS FARGO PROVIDES ASSET ADVISOR SERVICES

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2000 SH AIR LEASE CORP 56,383 88,460
    PRIVATE EQUITY ASIA II LP 0 0
    3665 SH WALT DISNEY COMPANY 90,926 567,672
    2450 SH MICROSOFT CORP 62,157 823,984
    DB PRIVATE EQUITY GLOBAL V 149,727 149,727
    2940 SH VANGUARD INDEX FDS 165,769 709,834
    4000 SH APPLE INC 70,161 710,280
    SPECIAL OPPORTUNITIES II LLC 23,921 23,921
    CEP IV FEEDER LP 950,992 950,992
    PB STRATEGIC PTRS RE VI FEEDER 260,603 260,603
    PB PTRS PB FEEDER VI LP 362,938 362,938
    259 SH ALPHABET 145,528 750,333
    230 SH AMAZON 98,607 766,898
    6150 SH PFIZER 190,274 363,158
    3900 SH JP MORGAN CHASE 249,332 617,565
    5255 SH T MOBILE 0 0
    STRAT PTNRS OFFSHORE VII 794,668 794,668
    CARLYLE DIST OPP IV ASP FUND 441,249 441,249
    BREP ASIA II ASP FUND 849,793 849,793
    GSO ENERGY II ASP FUND 238,277 238,277
    STRATEGIC PARTNERS VIII ASP 565,436 565,436
    10000 ESSENTIAL UTILITIES 0 0
    1000 MASTERCARD 75,558 359,320
    763 VIATRIS 0 0
    40000 BLACKROCK CAP ALLOC TRUS 0 0
    20000 BLACKROCK HEALTH SCIENCE 400,000 507,200
    5000 DOUBLELINE YIELD OPP FD 100,000 93,500
    5000 AFFIL MGR GROUP 4.75% PFD 0 0
    STRATEGIC PTS VIII ASP FUND 0 0
    12000 HOLDING ATHEB 4.875% PFD 0 0
    1000 BANK OF AMERICA 4.375% PF 0 0
    10000 BRIGHTHOUSE 5.375% PFD 0 0
    10000 BROOKFIELD 4.625% PFD 0 0
    5000 CAPITAL ONE 4.625% PFD 0 0
    500 CNO FINANCIAL 5.125% 0 0
    5000 PRUDENTIAL 4.125% PFD 0 0
    500 SELECTIVE INS GRP 4.6% PFD 0 0
    5000 TRUIST FIN 4.75% PFD 0 0
    10000 US BANCORP 3.75% PFD 0 0
    10000 US CELLULAR 6.25% PFD 0 0
    10000 VORNADO REALTY 5.25% PFD 0 0
    10000 WELLS FARGO 4.7% PRD 0 0
    18585 SH VROOM INC 199,975 200,532
    10000 SH BLACKROCK INNOVATION 200,000 145,400
    50000 SH BLACKROCK ESG CAPITAL 1,000,000 932,500
    30000 SH GUGGENHEIM ACTIVE ALL 600,000 598,800
    40000 SH NUVEEN VARIABLE 1,000,000 1,014,000
    5000 NUVEEN CORE PLUS 100,000 91,500
    50000 WESTERN ASSET DIVERSIFI 1,000,000 915,500
    8000 SH BANK AMER CORP 200,000 202,960
    10000 SH BRIGHTHOUSE 4.625% 250,000 254,900
    7900 SH CAPITAL ONE 4.25% 197,500 201,134
    5000 SH DTE ENERGY 125,000 131,500
    10000 SH HUDSON PACIFIC 250,000 260,900
    4000 SH MORGAN STANLEY 4.25% 100,000 100,920
    5000 SH TELEPHONE & DATA 6% 125,000 133,000
    5000 SH VORNADO REALTY 125,000 123,500
    10000 SH WELLS FARGO 4.25% 250,000 249,200
    GSO ENERGY II ASP 186,900 186,900
    ALKEON GROWTH PARTNERS 990,945 990,945
    BREP ASIA II ASP 162,625 162,625
    CARLYLE DISTRESSED OPP IV 163,900 163,900
    STRAT PARTNERS VIII 406,750 406,750

    TY 2021 OtherExpensesSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GENERAL AND ADMINISTRATIVE 5,038     5,038
    GUIDESTAR 750     750
    PASS THROUGH FROM PARTNERSHIP 97,815 97,815    
    INSURANCE 1,785     1,785


    TY 2021 OtherIncreasesSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Description Amount
    BOOK/TAX APPRECIATION ADJUSTMENT 1,426,260


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEE 120,000     120,000
    WELLS FARGO 68,711 68,711    


    TY 2021 TaxesSchedule
    Name:
    WARDLE FAMILY FOUNDATION
     
    C/O WILLIAM G WARDLE CHAIR
    EIN:
    25-6290322
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX