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
THE HAYES FAMILY CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)220 NORTH TRYON STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28202
A Employer identification number

26-6155281
B Telephone number (see instructions)

(704) 973-4500
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$11,776,261J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 256,643 256,643  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -25,186
b Gross sales price for all assets on line 6a 438,787
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 4,250 4,250 0
12 Total. Add lines 1 through 11........ 235,707 260,893 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 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 3,150 0 0 3,150
c Other professional fees (attach schedule).... Click to see attachment 157,309 78,690 0 83,680
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,475 418 0 0
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 382 0 0 382
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 162,316 79,108 0 87,212
25 Contributions, gifts, grants paid....... 473,000 481,500
26 Total expenses and disbursements. Add lines 24 and 25 635,316 79,108 0 568,712
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -399,609
b Net investment income (if negative, enter -0-) 181,785
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 10,826 76,297 76,297
2 Savings and temporary cash investments......... 222,510 127,491 127,491
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.......... 749 492 492
10a Investments—U.S. and state government obligations (attach schedule) 256,894 Click to see attachment162,208 162,208
b Investments—corporate stock (attach schedule)....... 5,988,876 Click to see attachment7,373,300 7,373,300
c Investments—corporate bonds (attach schedule)....... 3,814,561 Click to see attachment3,482,143 3,482,143
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 455,305 Click to see attachment554,330 554,330
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) 10,749,721 11,776,261 11,776,261
Liabilities 17 Accounts payable and accrued expenses.......... 12,126 7,064
18 Grants payable................. 25,500 17,000
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)......... 37,626 24,064
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........... 10,712,095 11,752,197
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)..... 10,712,095 11,752,197
30 Total liabilities and net assets/fund balances (see instructions). 10,749,721 11,776,261
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
10,712,095
2
Enter amount from Part I, line 27a .....................
2
-399,609
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,439,711
4
Add lines 1, 2, and 3 ..........................
4
11,752,197
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
11,752,197
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
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 427,618   463,973 -36,355
b 11,169     11,169
c
d
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       -36,355
b       11,169
c
d
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 -25,186
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 2,527
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 2,527
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,019
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 3,019
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 492
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet492 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)
    bulletNC
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletALYSSA FEDERICO Telephone no.bullet (704) 973-4500

    Located atbullet220 NORTH TRYON STREETCHARLOTTENC ZIP+4bullet28202
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT C HAYES JR PRESIDENT/TRUSTEE
    1.00     		0 0 0
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    ROBIN HAYES CHAIR
    1.00     		0 0 0
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    WINSLOW HAYES GALLOWAY SECRETARY/TREASURER/TRUSTEE
    1.00     		0 0 0
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    BARBARA W HAYES TRUSTEE
    1.00     		0 0 0
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    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
    FOUNDATION FOR THE CAROLINAS GRANT AND FUND ADMINISTRATION 78,690
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202
    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
    11,327,235
    b
    Average of monthly cash balances.......................
    1b
    37,502
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,364,737
    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
    11,364,737
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    170,471
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,194,266
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    559,713
    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
    559,713
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,527
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,527
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    557,186
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    557,186
    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
    557,186
    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 7 557,186
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 411,206
    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$ 568,712
    a Applied to 2020, but not more than line 2a 411,206
    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..... 157,506
    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 ..........     		399,680
    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 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
    ADULT & TEEN CHALLENGE OF SANDHILLS NC
    PO BOX 1701
    SOUTHERN PINES,NC28388     		N/A PC GENERAL OPERATING SUPPORT 5,000
    BETHANY CHRISTIAN SERVICES - NC
    4944 PARKWAY PLAZA BOULEVARD 190
    CHARLOTTE,NC28217     		N/A PC GENERAL OPERATING SUPPORT 10,000
    BLACK MOUNTAIN HOME FOR CHILDREN YOUTH & FAMILIES INC
    80 LAKE EDEN ROAD
    BLACK MOUNTAIN,NC28711     		N/A PC GENERAL OPERATING SUPPORT 20,000
    BRIDGE TO RECOVERY
    PO BOX 322
    ALBEMARLE,NC28002     		N/A PC GENERAL OPERATING SUPPORT 20,000
    CABARRUS COOPERATIVE CHRISTIAN MINISTRY INC
    PO BOX 1717
    CONCORD,NC280261717     		N/A PC GENERAL OPERATING SUPPORT 10,000
    CAROLINA CHRISTIAN STUDY CENTER INC
    PO BOX 1072
    CHAPEL HILL,NC27514     		N/A PC GENERAL OPERATING SUPPORT 18,000
    CENTER FOR CHRISTIANITY AND SCHOLARSHIP
    608 N BUCHANAN BOULEVARD
    DURHAM,NC27701     		N/A PC GENERAL OPERATING SUPPORT 20,000
    FASHION AND COMPASSION
    1717 CLEVELAND AVENUE
    CHARLOTTE,NC28203     		N/A PC GENERAL OPERATING SUPPORT 10,000
    FEED THE HUNGER INC
    PO BOX 2347
    BURLINGTON,NC27216     		N/A PC GENERAL OPERATING SUPPORT 10,000
    FORSYTH JAIL & PRISON MINISTRIES
    PO BOX 11802
    WINSTONSALEM,NC27116     		N/A PC GENERAL OPERATING SUPPORT 20,000
    FOUNDATION FOR THE CAROLINAS
    220 NORTH TRYON STREET
    CHARLOTTE,NC28202     		N/A PC GENERAL OPERATING SUPPORT 90,000
    FREEDOM FARM MINISTRIES INC
    PO BOX 153
    BOONE,NC28607     		N/A PC GENERAL OPERATING SUPPORT 10,000
    HARVEST CENTER OF CHARLOTTE INC
    PO BOX 19269
    CHARLOTTE,NC28219     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HEALING TRANSITIONS INTERNATIONAL INC
    1251 GOODE STREET
    RALEIGH,NC27603     		N/A PC GENERAL OPERATING SUPPORT 10,000
    HOPE HAVEN INC
    3815 NORTH TRYON STREET
    CHARLOTTE,NC28206     		N/A PC GENERAL OPERATING SUPPORT 5,000
    HOPE IN CHRIST COUNSELING INC
    5182 US 70W
    MARION,NC28752     		N/A PC GENERAL OPERATING SUPPORT 20,000
    LEADERSHIP INTERNATIONAL INC
    PO BOX 637
    BRENTWOOD,TN37024     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MAIN STREET MISSION OF CHINA GROVE INC
    306 S MAIN STREET
    CHINA GROVE,NC28023     		N/A PC GENERAL OPERATING SUPPORT 10,000
    MIRAVIA INC
    PO BOX 11499
    CHARLOTTE,NC28220     		N/A PC GENERAL OPERATING SUPPORT 10,000
    OPEN HANDS OF DAVIDSON COUNTY INC
    PO BOX 409
    LEXINGTON,NC27293     		N/A PC GENERAL OPERATING SUPPORT 10,000
    PAN-AFRICAN ACADEMY OF CHRISTIAN SURGEONS
    1315 N PARK AVENUE
    PALATINE,IL60067     		N/A PC GENERAL OPERATING SUPPORT 10,000
    PATRIOT FOUNDATION
    PO BOX 5069
    PINEHURST,NC28374     		N/A PC GENERAL OPERATING SUPPORT 20,000
    PRESENT AGE MINISTRIES INC
    PO BOX 700
    HARRISBURG,NC28075     		N/A PC GENERAL OPERATING SUPPORT 15,000
    PURPLE HEART HOMES INC
    1551 SALISBURY HIGHWAY
    STATESVILLE,NC28687     		N/A PC GENERAL OPERATING SUPPORT 10,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		N/A PC GENERAL OPERATING SUPPORT 30,000
    URBANPROMISE CHARLOTTE
    5214 MURRAYHILL ROAD
    CHARLOTTE,NC28210     		N/A PC GENERAL OPERATING SUPPORT 10,000
    VETERANS BRIDGE HOME INC
    5260 PARKWAY PLAZA BLVD 110
    CHARLOTTE,NC28217     		N/A PC GENERAL OPERATING SUPPORT 20,000
    WALLBUILDER PRESENTATIONS
    PO BOX 397
    ALEDO,TX76008     		N/A PC GENERAL OPERATING SUPPORT 20,000
    WOODSON CENTER
    1625 K STREET NW 410
    WASHINGTON,DC20006     		N/A PC GENERAL OPERATING SUPPORT 5,000
    YOUNG LIFE MINISTRIES
    PO BOX 620003
    CHARLOTTE,NC28262     		N/A PC GENERAL OPERATING SUPPORT 10,000
    ZOE MINISTRY
    700 WATERFIELD RIDGE PLACE
    GARNER,NC27529     		N/A PC GENERAL OPERATING SUPPORT 8,500
    Total .................................bullet 3a 481,500
    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 ...........     		         
    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 -25,186  
    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) .. 0 235,707 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    235,707
    (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:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX COMPLIANCE 3,150 0 0 3,150

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 56,873 56,873
    AMEREN CORP 53,786 53,786
    AMERICAN TOWER CORP 63,716 63,716
    ANHEUSER-BUSCH INBEV FINANCE INC 65,362 65,362
    BANK OF AMERICA CORP FXD TO 032025 VAR THRAFTR 6.1000% 55,069 55,069
    BANK OF AMERICA CORP FXD TO 092024 VAR THRAFTR 6.2500% 109,639 109,639
    BIOGEN INC 54,925 54,925
    BK OF NEW YORK MELLON FXD TO 062026 VAR THRAFTR 4.6250% 42,319 42,319
    BNSF FUNDING TRUST I FXD TO 012026 VAR THRAFTR 6.6130% 68,355 68,355
    CITIGROUP INC 31,118 31,118
    CONOCOPHILLIPS CO 56,920 56,920
    DISCOVER FINANCIAL SERVICES 44,028 44,028
    DISCOVER FINANCIAL SERVICES FXD TO 6.125% 67,150 67,150
    DOMINION ENERGY INC FXD TO 102024 VAR THRAFTR 5.7500% 108,170 108,170
    ENERGY TRANSFER OPERATING LP 82,763 82,763
    EXPEDIA INC 54,215 54,215
    GENERAL ELECTRIC CO 54,391 54,391
    GENERAL ELECTRIC CO FXD TO 012021 VAR THRAFTR 5.000% 49,829 49,829
    GOLDMAN SACHS CAP II FXD TO 062012 VAR THRAFTR 4.000% 49,167 49,167
    GOLDMAN SACHS GROUP FXD TO 112026 VAR THRAFTR 5.3000% 54,813 54,813
    HANESBRANDS INC REGS 42,122 42,122
    HASBRO INC 54,454 54,454
    HEWLETT PACKARD ENTERPRISE CO 44,798 44,798
    HOLLYFRONTIER CORP 56,835 56,835
    HUNTINGTON BANCSHARES INC/FXD TO 042023 VAR THRAFTR 5.7000% 77,028 77,028
    JM SMUCKER CO/THE 53,817 53,817
    JOHN DEERE CAPITAL CORP 61,458 61,458
    JPMORGAN CHASE & CO FXD TO 042024 VAR THREFTR 6.1250% 53,635 53,635
    KELLOGG CO 3.250% 04012026 64,055 64,055
    KELLOGG CO 4.300% 05152028 56,905 56,905
    KEYCORP FXD TO 092026 VAR THAFTR 5.000% 65,008 65,008
    KRAFT HEINZ FOODS CO 41,955 41,955
    LINCOLN NATIONAL CORP 55,054 55,054
    M&T BANK CORP FXD TO 112026 VAR THRAFTR 5.1250% 53,990 53,990
    MORGAN STANLEY FXD 5.8750 57,238 57,238
    MONSANTO CO 52,567 52,567
    MORGAN STANLEY 44,980 44,980
    MS CONTINGENT 8.50% INCOME LINKED TO RUSSELL 2000 INDEX 65,833 65,833
    NATIONAL RURAL UTIL CO FXD TO 042023 VAR THRAFTR 51,541 51,541
    NATIONWIDE FINANCIAL SERVICES INC 84,954 84,954
    NUCOR CORP 51,424 51,424
    PNC FIN SERVICES GROUP FXD TO 112026 VAR THRAFTR 5.000% 53,541 53,541
    SOUTHERN CALI EDISON FXD TO 112026 VAR THRAFTR 6.2500% 51,320 51,320
    SOUTHERN CO/THE FXD TO 032022 VAR THRAFTR 5.0000% 50,927 50,927
    SYNOVUS FINANCIAL CORP FXD TO 022024 VAR THRAFTR 5.9000% 81,962 81,962
    TRUIST FINANCIAL CORP 52,925 52,925
    US BANCORP FXD TO 042027 VAR THRAFTR 5.3000% 136,445 136,445
    VIACOMCBS INC 42,780 42,780
    VIACOMCBS INC FXD TO 022027 VAR THRAFTR 6.25% 68,856 68,856
    VMWARE INC 126,902 126,902
    WALGREENS BOOTS ALLIANCE INC 53,371 53,371
    WARNER MEDIA LLC 43,388 43,388
    WELLS FARGO & CO FXD TO 062024 VAR THRAFTR 5.9000% 148,087 148,087
    WILLIAMS COS INC/THE 51,958 51,958
    ZIMMER BIOMET HOLDINGS INC 53,112 53,112
    ZIONS BANCORP NA FXD TO 092023 VAR THRAFTR 7.2000% 54,310 54,310

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC CL C 289,359 289,359
    AMERICAN EXPRESS CO 81,800 81,800
    AMGEN INC 157,479 157,479
    APPLE INC 213,084 213,084
    BANK OF AMERICA CORP 444,900 444,900
    BERKSHIRE HATHAWAY A 2,703,972 2,703,972
    BOSTON SCIENTIFIC CORP 42,480 42,480
    BP PLC ADS 39,945 39,945
    CARDINAL HEATH INC 206 206
    CISCO SYS INC 212,923 212,923
    CITIGROUP INC NEW 90,585 90,585
    BK OF AMERICA CORP 4.250% DP 50,740 50,740
    CIT GROUP INC 5.625% - B 134,750 134,750
    CORNING INC 55,845 55,845
    CVS HEALTH CORP COM 206,320 206,320
    DEVON ENERGY GROUP 264 264
    EXXON MOBIL CORP 77,099 77,099
    FEDEX CORP 181,048 181,048
    JPMORGAN CHASE & CO 174,185 174,185
    KINDER MORGAN INCORP 28,770 28,770
    KONINKLUKE PHIL EL SP ADR NEW 99,421 99,421
    LENDINGTREE INC NEW COM 6,498 6,498
    LOWES COMPANIES INC 258,480 258,480
    MEDTRONIC PLC SHS 51,725 51,725
    MERCK & CO INC NEW COM 76,640 76,640
    MONDELEZ INTL INC COM 663 663
    MORGAN STANLEY 6.375% 56,400 56,400
    NVENT ELECTRIC PLC 1,064 1,064
    ORACLE CORP 174,420 174,420
    ORGANON & CO 3,045 3,045
    OUTFRONT MEDIA INC COM NPV 107 107
    PALO ALTO NETWORKS INC 334,056 334,056
    PAYPAL HLDGS INC COM 188,580 188,580
    PENTAIR PLC 2,045 2,045
    PFIZER INC 47,240 47,240
    RAYTHEON TECHNOLOGIES CORP 172,120 172,120
    ROYAL DUTCH SHELL PLC CL B 69,360 69,360
    SOUTHERN CO 130,302 130,302
    TJX COS INC NEW 75,920 75,920
    TRUIST FINL CORP 99,535 99,535
    VERITIV CORP 2,329 2,329
    VERIZON COMMUNICATIONS 103,920 103,920
    VIATRIS INC 1,339 1,339
    WALT DISNEY CO HLDG CO 232,337 232,337

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    US Government Securities - End of Year Book Value:

    162,208
    US Government Securities - End of Year Fair Market Value:

    162,208
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALERIAN MLP ETF FMV 68,754 68,754
    CARLYLE ENRG CR OPP II OFF FMV 188,406 188,406
    COHEN & STEERS QUAL INC RLTY FMV 240,978 240,978
    REAVES UTILITY INC TR FMV 56,192 56,192

    TY 2021 OtherExpensesSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 116 0 0 116
    POSTAGE EXPENSE 16 0 0 16
    BOARD/COMMITTEE EXPENSE 250 0 0 250


    TY 2021 OtherIncomeSchedule2
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INVESTMENT INCOME 4,250 4,250  


    TY 2021 OtherIncreasesSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Description Amount
    UNREALIZED GAIN/LOSS 1,439,711


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 78,619 0 0 83,680
    INVESTMENT FEES 78,690 78,690 0 0


    TY 2021 TaxesSchedule
    Name:
    THE HAYES FAMILY CHARITABLE TRUST
    EIN:
    26-6155281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 418 418 0 0
    FEDERAL EXCISE TAX 1,057 0 0 0