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
R T VANDERBILT TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)30 WINFIELD ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORWALK, CT06855
A Employer identification number

06-6040981
B Telephone number (see instructions)

(855) 739-2921
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$9,997,777J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 192,971 191,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 687,539
b Gross sales price for all assets on line 6a 2,375,342
7 Capital gain net income (from Part IV, line 2)... 687,539
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 24,430 24,430  
12 Total. Add lines 1 through 11........ 904,940 903,221  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 90,378 77,378   13,000
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,331 7,331   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 454 454    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 98,163 85,163 0 13,000
25 Contributions, gifts, grants paid....... 454,380 454,380
26 Total expenses and disbursements. Add lines 24 and 25 552,543 85,163 0 467,380
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 352,397
b Net investment income (if negative, enter -0-) 818,058
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............. 302,032 2,302 2,302
2 Savings and temporary cash investments......... 121,615 236,720 236,720
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 349,154    
b Investments—corporate stock (attach schedule)....... 4,454,053    
c Investments—corporate bonds (attach schedule)....... 1,448,596    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 285,962 Click to see attachment7,072,107 9,758,755
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) 6,961,412 7,311,129 9,997,777
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 6,961,412 7,311,129
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)..... 6,961,412 7,311,129
30 Total liabilities and net assets/fund balances (see instructions). 6,961,412 7,311,129
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
6,961,412
2
Enter amount from Part I, line 27a .....................
2
352,397
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,728
4
Add lines 1, 2, and 3 ..........................
4
7,317,537
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,408
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,311,129
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 16062. ISHARES GOLD TRUST ETF   2000-01-01 2021-01-31
b 4488. ISHARES RUSSELL MID-CAP ETF   2020-02-28 2021-02-03
c 30000. US TREASURY NOTE 1.750% 9/30/22   2020-12-08 2021-02-03
d 23. BROADCOM INC     2021-02-10
e 4. WALT DISNEY CO   2014-02-03 2021-02-10
77. WALT DISNEY CO   2020-12-10 2021-02-10
15. LAM RESEARCH CORP COM   2018-07-24 2021-02-10
935. MANULIFE FINANCIAL CORP   2015-12-17 2021-02-10
141. TORONTO DOMINION BK ONT COM NEW   2019-07-30 2021-02-10
500. ISHARES MBS ETF   2019-07-10 2021-02-17
5000. US TREASURY NOTE 2.375% 1/31/23   2020-12-08 2021-02-17
16062. ISHARES GOLD TRUST ETF   2000-01-01 2021-02-28
79. CISCO SYSTEMS INC     2021-03-01
29. LOWES COS INC   2019-06-14 2021-03-01
16062. ISHARES GOLD TRUST ETF   2000-01-01 2021-03-31
98. BASF AKTIENGESELLSCHAFT - LVL 1 ADR   2017-03-27 2021-04-01
22. BANK OF AMERICA CORP   2018-11-20 2021-04-01
7. GOLDMAN SACHS GROUP INC   2020-12-09 2021-04-01
35. WILLIAMS COS INC   2019-10-29 2021-04-01
1918. AT & T INC     2021-04-08
16. LAM RESEARCH CORP COM   2018-07-24 2021-04-08
169. RAYTHEON TECHNOLOGIES CORP     2021-04-08
82. TE CONNECTIVITY LTD   2016-11-09 2021-04-08
40000. BB&T CORPORATION 2.050% 5/10/21   2016-08-24 2021-04-09
11. LOWES COS INC   2019-06-14 2021-04-19
9. SNAP ON INC   2018-06-14 2021-04-19
19. TOKYO ELECTRON LTD-UNSP ADR     2021-04-19
29000. WALGREENS BOOTS ALLI 3.800% 11/18/24   2019-11-04 2021-04-26
16062. ISHARES GOLD TRUST ETF   2000-01-01 2021-04-30
22. AMGEN INC   2017-04-05 2021-05-21
33. DUKE ENERGY HOLDING CORP. COM   2017-03-27 2021-05-21
8031. ISHARES GOLD TRUST ETF   2021-01-02 2021-05-31
11. ORGANON & CO   2017-03-27 2021-06-07
4. ORGANON & CO   2020-07-17 2021-06-14
70. ORGANON & CO   2016-02-05 2021-06-14
42. TARGET CORP   2014-02-03 2021-06-14
197. BANK OF AMERICA CORP     2021-06-22
13. DEUTSCHE POST AG ADR   2019-12-11 2021-06-22
10. HASBRO INC   2019-10-29 2021-06-22
14. LVMH MOET HENNESSY UNSP ADR - ADR   2017-03-27 2021-06-22
122. SUMITOMO TRUST AND BANKING ADR   2018-05-17 2021-06-22
49. VERIZON COMMUNICATIONS   2018-08-23 2021-06-22
.6 ORGANON & CO   2020-07-17 2021-06-28
8031. ISHARES GOLD TRUST ETF   2021-01-02 2021-06-30
40. ELI LILLY & CO COM   2016-10-03 2021-07-06
55. UNITEDHEALTH GROUP INC   2014-02-03 2021-07-06
8031. ISHARES GOLD TRUST ETF   2021-01-02 2021-07-31
30000. APPLE INC 1.800% 9/11/24   2019-11-19 2021-08-24
30000. CITIGROUP INC 2.750% 4/25/22   2020-09-03 2021-08-24
30000. EXXON MOBIL CORPORAT 2.019% 8/16/24   2019-10-25 2021-08-24
35000. UNITEDHEALTH GROUP 2.875% 3/15/23   2018-05-21 2021-08-24
96. BLACKSTONE INC     2021-08-30
24. BROADCOM INC   2019-07-03 2021-08-30
101. GARMIN LTD   2020-05-28 2021-08-30
8031. ISHARES GOLD TRUST ETF   2021-01-02 2021-08-31
76. CISCO SYSTEMS INC   2017-03-27 2021-09-09
90. GLAXOSMITHKLINE PLC - ADR   2020-09-22 2021-09-09
14. HONEYWELL INTERNATIONAL INC   2019-12-11 2021-09-09
21. MICROSOFT CORP   2017-03-27 2021-09-23
19. MOTOROLA SOLUTIONS, INC.   2020-04-08 2021-09-23
12. SNAP ON INC     2021-09-23
8031. ISHARES GOLD TRUST ETF   2021-01-02 2021-09-30
10. ALPHABET INC CL C   2014-04-25 2021-10-08
228. APPLE INC   2013-08-30 2021-10-08
11. BLACKROCK INC   2021-02-10 2021-10-08
74. BLACKSTONE INC   2020-08-25 2021-10-08
44. BOEING CO     2021-10-08
15. BROADCOM INC   2019-07-03 2021-10-08
114. CVS HEALTH CORPORATION   2014-02-03 2021-10-08
39. CELANESE CORP   2014-02-03 2021-10-08
296. CISCO SYSTEMS INC     2021-10-08
121. CITIGROUP INC.     2021-10-08
52. WALT DISNEY CO   2014-02-03 2021-10-08
41. FIDELITY NATL INFORMATION SVCS INC   2021-02-10 2021-10-08
139. HAIN CELESTIAL GROUP INC     2021-10-08
111. JPMORGAN CHASE & CO   2014-02-03 2021-10-08
31. ELI LILLY & CO COM   2016-10-03 2021-10-08
414. MANULIFE FINANCIAL CORP   2021-07-06 2021-10-08
46. MERCK & CO INC NEW   2020-07-17 2021-10-08
38. MERCK & CO INC NEW   2021-08-30 2021-10-08
135. MICROSOFT CORP     2021-10-08
100. MONDELEZ INTERNATIONAL INC   2018-07-17 2021-10-08
53. NIKE INC CL B   2017-10-12 2021-10-08
119. RAYTHEON TECHNOLOGIES CORP   2021-07-06 2021-10-08
516. SUNCOR ENERGY INC NEW F   2015-07-07 2021-10-08
178. SYSCO CORP     2021-10-08
28. TARGET CORP   2014-02-03 2021-10-08
17. THERMO FISHER SCIENTIFIC INC   2014-02-03 2021-10-08
207. TORONTO DOMINION BK ONT COM NEW   2019-09-10 2021-10-08
218. TOTAL S.A. - ADR   2017-08-09 2021-10-08
29. UNION PACIFIC CORP   2013-01-10 2021-10-08
33. UNITED PARCEL SERVICE-CL B   2014-02-03 2021-10-08
34. UNITEDHEALTH GROUP INC   2014-02-03 2021-10-08
74. WASTE MANAGEMENT INC   2020-03-03 2021-10-08
69. EATON CORP PLC   2021-04-08 2021-10-08
48. MEDTRONIC PLC   2019-07-19 2021-10-08
39. GARMIN LTD   2020-05-28 2021-10-08
48. TE CONNECTIVITY LTD   2016-11-09 2021-10-08
321. FLEXTRONICS INTL LTD   2020-07-17 2021-10-08
2998. ISHARES GOLD TRUST ETF   2020-03-12 2021-10-12
460. SPDR S & P 500 ETF TRUST     2021-10-12
121. AMGEN INC   2020-09-14 2021-10-14
88. AMGEN INC     2021-10-14
30000. BANK OF MONTREAL 2.350% 9/11/22   2019-01-16 2021-10-14
20000. DOLLAR GENERAL CORP 3.250% 4/15/23   2018-05-01 2021-10-14
70000. FED NATL MTG ASSN 0.625% 4/22/25   2020-05-04 2021-10-14
88000. FED HOME LN MTG CORP 0.375% 4/20/23   2020-04-24 2021-10-14
132. BLACKSTONE INC     2021-10-21
55. DIAGEO PLC - ADR   2020-08-25 2021-10-21
5033. ISHARES GOLD TRUST ETF   2021-01-02 2021-10-31
1994. FLEXTRONICS INTL LTD     2021-11-19
5033. ISHARES GOLD TRUST ETF   2021-01-02 2021-11-30
150. DEUTSCHE BOERSE AG ADR   2020-11-16 2021-12-06
125. PHILIPS ELECTRONICS - NY SHR ADR   2017-04-05 2021-12-06
9. LOWES COS INC   2019-06-14 2021-12-06
29. NEXTERA ENERGY INC   2021-05-21 2021-12-06
42. RESTAURANT BRANDS INTERN     2021-12-06
1317. VANGUARD FTSE EMERGING MARKETS ETF   2021-02-10 2021-12-07
1004.565 ARTISAN SMALL CAP FUND-INS #2452   2012-12-06 2021-12-14
348. ISHARES RUSSELL 2000 ETF   2020-09-30 2021-12-14
1519. VANGUARD FTSE EMERGING MARKETS ETF   2021-02-10 2021-12-14
9. GOLDMAN SACHS GROUP INC     2021-12-17
8. MOTOROLA SOLUTIONS, INC.   2020-04-08 2021-12-17
9. BLACKROCK INC   2014-06-09 2021-12-22
2. BLACKROCK INC   2021-02-10 2021-12-22
87. BLACKSTONE INC   2020-05-06 2021-12-22
13. LAM RESEARCH CORP COM   2018-07-24 2021-12-22
47. MICROSOFT CORP   2005-10-27 2021-12-22
56. NIKE INC CL B   2017-10-12 2021-12-22
5033. ISHARES GOLD TRUST ETF   2021-01-02 2021-12-31
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 61   148 -87
b 317,307   240,139 77,168
c 30,812   30,872 -60
d 10,811   6,873 3,938
e 747   281 466
14,373   11,824 2,549
7,947   2,603 5,344
18,091   13,737 4,354
8,319   8,258 61
54,859   53,634 1,225
5,219   5,238 -19
54   139 -85
3,634   3,176 458
4,718   2,883 1,835
56   148 -92
2,041   2,398 -357
866   601 265
2,278   1,688 590
832   740 92
57,514   64,382 -6,868
10,640   2,776 7,864
13,068   14,331 -1,263
10,728   5,355 5,373
40,000   40,515 -515
2,269   1,094 1,175
2,120   1,436 684
2,170   1,241 929
31,880   30,678 1,202
56   140 -84
5,549   3,596 1,953
3,379   2,731 648
60   94 -34
351   332 19
121   153 -32
2,112   1,648 464
9,743   2,332 7,411
7,806   5,290 2,516
892   494 398
930   977 -47
2,264   615 1,649
847   1,055 -208
2,775   2,661 114
18   23 -5
58   97 -39
9,371   3,227 6,144
22,432   3,901 18,531
58   97 -39
31,047   29,756 1,291
30,431   31,099 -668
31,236   30,194 1,042
36,396   34,079 2,317
12,032   5,127 6,905
11,995   6,828 5,167
17,995   9,189 8,806
58   97 -39
4,441   2,575 1,866
3,621   3,413 208
3,141   2,462 679
6,268   1,358 4,910
4,579   2,749 1,830
2,558   1,889 669
56   96 -40
28,030   5,148 22,882
32,668   3,975 28,693
9,303   8,027 1,276
8,627   3,866 4,761
9,990   16,259 -6,269
7,426   4,268 3,158
9,645   7,517 2,128
6,230   1,913 4,317
16,353   7,183 9,170
8,739   6,373 2,366
9,216   3,655 5,561
4,954   5,442 -488
6,148   5,618 530
18,911   6,041 12,870
7,297   2,501 4,796
8,187   8,077 110
3,730   3,502 228
3,081   2,907 174
39,883   3,498 36,385
5,981   4,290 1,691
8,082   2,689 5,393
10,768   10,140 628
11,906   14,179 -2,273
14,862   9,814 5,048
6,417   1,555 4,862
9,931   1,923 8,008
14,312   11,630 2,682
10,907   11,220 -313
6,276   1,898 4,378
6,041   3,095 2,946
13,870   2,411 11,459
11,451   8,600 2,851
10,614   9,673 941
6,041   4,867 1,174
6,090   3,548 2,542
6,988   3,135 3,853
5,995   3,526 2,469
100,313   89,599 10,714
200,393   118,953 81,440
24,981   29,786 -4,805
18,168   20,944 -2,776
30,551   29,045 1,506
20,682   19,635 1,047
69,619   70,127 -508
88,185   87,867 318
17,483   6,683 10,800
10,962   7,550 3,412
36   78 -42
35,598   20,061 15,537
36   77 -41
2,327   2,413 -86
4,269   3,923 346
2,272   895 1,377
2,557   2,172 385
2,428   2,679 -251
65,744   73,160 -7,416
41,860   20,203 21,657
75,538   52,732 22,806
75,069   84,381 -9,312
3,510   2,016 1,494
2,071   1,158 913
8,233   2,822 5,411
1,830   1,459 371
11,231   4,349 6,882
8,895   2,256 6,639
15,551   1,176 14,375
9,233   2,841 6,392
37   78 -41
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
      126,383
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       -87
b       77,168
c       -60
d       3,938
e       466
      2,549
      5,344
      4,354
      61
      1,225
      -19
      -85
      458
      1,835
      -92
      -357
      265
      590
      92
      -6,868
      7,864
      -1,263
      5,373
      -515
      1,175
      684
      929
      1,202
      -84
      1,953
      648
      -34
      19
      -32
      464
      7,411
      2,516
      398
      -47
      1,649
      -208
      114
      -5
      -39
      6,144
      18,531
      -39
      1,291
      -668
      1,042
      2,317
      6,905
      5,167
      8,806
      -39
      1,866
      208
      679
      4,910
      1,830
      669
      -40
      22,882
      28,693
      1,276
      4,761
      -6,269
      3,158
      2,128
      4,317
      9,170
      2,366
      5,561
      -488
      530
      12,870
      4,796
      110
      228
      174
      36,385
      1,691
      5,393
      628
      -2,273
      5,048
      4,862
      8,008
      2,682
      -313
      4,378
      2,946
      11,459
      2,851
      941
      1,174
      2,542
      3,853
      2,469
      10,714
      81,440
      -4,805
      -2,776
      1,506
      1,047
      -508
      318
      10,800
      3,412
      -42
      15,537
      -41
      -86
      346
      1,377
      385
      -251
      -7,416
      21,657
      22,806
      -9,312
      1,494
      913
      5,411
      371
      6,882
      6,639
      14,375
      6,392
      -41
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 687,539
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 11,371
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 11,371
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 806
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,565
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,371
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (855) 739-2921

    Located atbullet100 N MAIN ST FL 6 D4001-065WINSTON SALEMNC ZIP+4bullet27101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    Hugh B Vanderbilt Jr Co-Trustee
    5     		0    
    PO Box 5150
    Norwalk,CT06856
    Paul Vanderbilt Co-Trustee
    5     		0    
    PO Box 5150
    Norwalk,CT06856
    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
    NONE
    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.........................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
    9,578,120
    b
    Average of monthly cash balances.......................
    1b
    227,114
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,805,234
    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
    9,805,234
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    147,079
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,658,155
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    482,908
    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
    482,908
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,371
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,371
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    471,537
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    471,537
    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
    471,537
    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 7 471,537
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 277,080
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 467,380
    a Applied to 2020, but not more than line 2a 277,080
    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..... 190,300
    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 ..........     		281,237
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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
    CATHOLIC CHARITIES MAINE
    307 CONGRESS ST
    PORTLAND,ME04104     		NONE PC PROVIDE ASSISTANCE TO NEEDY 3,000
    HOSPICE OF SOUTHERN MAINE
    180 US ROUTE ONE
    SCARBOROUGH,ME04074     		NONE PC COMFORT AND CARE 2,000
    MUSIC FOR YOUTH INC
    PO BOX 403
    WESTPORT,CT06881     		NONE PC RESIDENCY AND EXCHANGE 20,000
    WG MALLET SCHOOL
    116 MIDDLE STREET
    FARMINGTON,ME04938     		NONE PC GENERAL SUPPORT 3,000
    FAMILY CENTERS INC
    PO BOX 7550
    GREENWICH,CT06836     		NONE PC GENERAL SUPPORT 500
    GREENWICH COUNTRY DAY SCHOOL
    PO BOX 623
    GREENWICH,CT06836     		NONE PC GENERAL SUPPORT 125,000
    GREENWICH HOSPITAL
    5 PERRYRIDGE ROAD
    GREENWICH,CT06830     		NONE PC GENERAL SUPPORT 1,000
    THE CONNECTICUTT AUDUBON SOCIETY
    2325 BURR ST
    FAIRFIELD,CT06430     		NONE PC CONSERVE CT ENVIRONMENT 110,500
    SAINT MATTHEW CHURCH
    216 SCRIBNER AVENUE
    NORWALK,CT06854     		NONE PC GENERAL SUPPORT 10,000
    MIDDLE PATENT RURAL CEMETERY ASSOC
    4 BEDFORD BANKVILLE ROAD
    BEDFORD,NY10506     		NONE NC CHARITABLE PURPOSE 500
    BETHEL VOLUNTEER FIRE DEPARTMENT
    38 S STREET
    BETHEL,CT06801     		NONE NC CHARITABLE PURPOSE 500
    THE MARITIME AQUARIUM AT
    NORWALK INC
    10 N WATER STREET
    NORWALK,CT06854     		NONE PC GENERAL SUPPORT 500
    RIDGEFIELD PLAYHOUSE
    80 E RIDGE
    RIDGEFIELD,CT06877     		NONE PC GENERAL SUPPORT 3,000
    GREENWICH HISTORICAL SOCIETY INC
    39 STRICKLAND ROAD
    COS COB,CT06807     		NONE PC GENERAL SUPPORT 50,000
    AMOGERONE VOLUNTEER FIRE CO #1
    PO BOX 121
    GREENWICH,CT06836     		NONE PC GENERAL SUPPORT 500
    NEWTOWN HISTORICAL SOCIETY INC
    PO BOX 189
    NEWTOWN,CT06470     		NONE PC MATTHEW CURTISS HOUSE 1,000
    PLANNED PARENTHOOD FEDERATION OF
    AMERICA INC
    434 W 33RD ST
    NEW YORK,NY10001     		NONE PC INTERNATIONAL/GLOBAL 41,350
    WILDLIFE CONSERVATION SOCIETY
    2300 SOUTHERN BLVD
    BRONX,NY10460     		NONE PC FIELD PROGRAMS/NY PARKS 2,000
    GALAPAGOS CONSERVANCY INC
    11150 FAIRFAX BOULEVARD
    FAIRFAX,VA22030     		NONE PC GENERAL SUPPORT 17,000
    UNIVERSITY OF NOTRE DAME
    ANNUAL FUND
    1100 GRACE HALL
    NOTRE DAME,IN46556     		NONE PC GENERAL SUPPORT 2,000
    GREENWICH EMERGENCY MEDICAL
    SERVICE
    1111 EAST PUTNAM AVE
    RIVERSIDE,CT06878     		NONE PC GENERAL SUPPORT 500
    ST LUKES FOUNDATION
    377 NORTH WILTON ROAD
    NEW CANAAN,CT06840     		NONE PC GENERAL SUPPORT 2,000
    SKYS THE LIMIT FUND
    4546 EL CAMINO REAL STE 282
    LOS ALTOS,CA94022     		NONE PC SUMMIT ACHIEVEMENT 3,000
    AMERICAN FRIENDS OF WIGMORE HALL INC
    1000 N WEST ST 1200
    WILMINGTON,DE19801     		NONE PC ARTISTIC SERIES 17,030
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVENUE
    CINCINNATI,OH45208     		NONE PC GENERAL SUPPORT 4,000
    MAYO CLINIC ROCHESTER
    200 FIRST ST SW
    ROCHESTER,MN55905     		NONE PC GENERAL SUPPORT 1,000
    ST JOSEPHS INDIAN SCHOOL
    1301 N MAIN STREET
    CHAMBERLAIN,SD57326     		NONE PC GENERAL SUPPORT 1,000
    SOUP FOR THE SOUL ORG
    PO BOX 1001
    MURRAY,KY42071     		NONE PC GENERAL SUPPORT 500
    HOUSANTONIC RESOURCE RECOVERY
    AUTHORITY
    162 WHISCONIER ROAD
    BROOKFIELD,CT06804     		NONE PC GENERAL SUPPORT 500
    ROLLINS COLLEGE
    1000 HOLT AVE
    WINTER PARK,FL32789     		NONE PC GENERAL SUPPORT 1,000
    MURRAY CALLOWAY NEED LINE ASSOC
    638 S 4TH STREET
    MURRAY,KY42071     		NONE PC GENERAL SUPPORT 500
    HOP A LONG HOLLOW RABBIT RESCUE
    AND ADOPTION INC
    1 WOODSIDE AVE
    NORWALK,CT06855     		NONE PC GENERAL SUPPORT 1,000
    CHRISTINES CRITTERS
    45 BRADLEY ROAD
    WESTON,CT06883     		NONE PC GENERAL SUPPORT 1,000
    SILVER SHIELD ASSOCIATION EDUCATION FUND
    PO BOX 1123
    GREENWICH,CT06836     		NONE PC GENERAL SUPPORT 500
    COLORADO SEMINARY
    2199 UNIVERSITY BLVD
    DENVER,CO80210     		NONE PC GENERAL SUPPORT 2,000
    HERITAGE OF WEST NYACK
    PO BOX 46
    WEST NYACK,NY10994     		NONE PC GENERAL SUPPORT 8,000
    HOLY FAMILY PARISH
    700 OLD STRATFIELD ROAD
    FAIRFIELD,CT06825     		NONE PC BUILDING UPDATES/REPAIRS 10,000
    RIVERBROOK REGIONAL YMCA
    404 DANBURY RD
    WILTON,CT06897     		NONE PC GENERAL SUPPORT 5,000
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		NONE PC GENERAL SUPPORT 1,000
    BACKCOUNTRY CONCERTS
    15 E PUTNAM AVE
    GREENWICH,CT06830     		NONE PC GENERAL SUPPORT 1,000
    CANDLEWOOD FISHING CAMP
    29 BOGUS HILL RD
    NEW FAIRFIELD,CT06812     		NONE   GENERAL SUPPORT 500
    Total .................................bullet 3a 454,380
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 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 ............     		    18 687,539  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPARTNERSHIP/S-CORP     		    1 1,345  
    bOTHER INCOME     1 23,085  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   904,940  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    904,940
    (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.)
    11 0
    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

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MIDDLE PATENT RURAL CEMETERY ASSOCIATION
          		PO BOX 343
    BEDFORD,NY10506     		2021-12-27 500 CEMETERY MAITENANCE 500 TO THE FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 11/8/2022    
    BETHEL VOLUNTARY FIRE DEPARTMENT
          		38 SOUTH STREETH
    BETHEL,CT06801     		2020-12-17 500     PENDING ER. THE TRUSTEE IS WORKING TO OBTAIN THE EXP. RESP. PENDING    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Name of Bond End of Year Book Value End of Year Fair Market Value
    693390841 PIMCO HIGH YIELD FD-    
    922031737 VANGUARD INFLAT-PROT    
    693390882 PIMCO INTL BND USD H    
    05531FAV5 BB&T CORPORATION    
    06051GEU9 BANK OF AMERICA CORP    
    256677AC9 DOLLAR GENERAL CORP    
    86562MBB5 SUMITOMO MITSUI FINL    
    91324PCC4 UNITEDHEALTH GROUP    
    00287YBC2 ABBVIE INC    
    037833DM9 APPLE INC    
    06367TG38 BANK OF MONTREAL    
    15089QAJ3 CELANESE US HOLDINGS    
    26078JAB6 DOWDUPONT INC    
    30231GBC5 EXXON MOBIL CORPORAT    
    464288588 ISHARES MBS ETF    
    482480AE0 KLA-TENCOR CORP    
    61746BDQ6 MORGAN STANLEY    
    70450YAC7 PAYPAL HOLDINGS INC    
    87234N765 TCW EMRG MKTS INCM-I    
    931427AH1 WALGREENS BOOTS ALLI    
    961214EC3 WESTPAC BANKING CORP    
    172967LG4 CITIGROUP INC    
    20030NBN0 COMCAST CORP    
    231021AU0 CUMMINS INC    
    29444UBK1 EQUINIX INC    
    38141GXJ8 GOLDMAN SACHS GROUP    
    42824CBJ7 HP ENTERPRISE CO    
    46625HJH4 JPMORGAN CHASE & CO    
    606822BD5 MITSUBISHI UFJ FIN    
    776743AM8 ROPER TECHNOLOGIES    
    78015K7G3 ROYAL BANK OF CANADA    
    822582CC4 SHELL INTERNATIONAL    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Name of Stock End of Year Book Value End of Year Fair Market Value
    654106103 NIKE INC CL B    
    46625H100 JPMORGAN CHASE & CO    
    91324P102 UNITEDHEALTH GROUP I    
    17275R102 CISCO SYSTEMS INC    
    594918104 MICROSOFT CORP    
    20030N101 COMCAST CORP CLASS A    
    747525103 QUALCOMM INC    
    87612E106 TARGET CORP    
    037833100 APPLE INC    
    150870103 CELANESE CORP    
    517834107 LAS VEGAS SANDS CORP    
    907818108 UNION PACIFIC CORP    
    09247X101 BLACKROCK INC    
    097023105 BOEING CO    
    126650100 CVS HEALTH CORPORATI    
    172967424 CITIGROUP INC.    
    25243Q205 DIAGEO PLC - ADR    
    254687106 WALT DISNEY CO    
    641069406 NESTLE S.A. REGISTER    
    883556102 THERMO FISHER SCIENT    
    89151E109 TOTALENERGIES SE -SP    
    911312106 UNITED PARCEL SERVIC    
    G29183103 EATON CORP PLC    
    02079K107 ALPHABET INC CL C    
    04314H758 ARTISAN SMALL CAP FU    
    405217100 HAIN CELESTIAL GROUP    
    56501R106 MANULIFE FINANCIAL C    
    771195104 ROCHE HOLDINGS LTD -    
    867224107 SUNCOR ENERGY INC NE    
    192446102 COGNIZANT TECH SOLUT    
    532457108 ELI LILLY & CO COM    
    58933Y105 MERCK & CO INC NEW    
    78462F103 SPDR S & P 500 ETF T    
    H84989104 TE CONNECTIVITY LTD    
    00206R102 AT & T INC    
    031162100 AMGEN INC    
    032654105 ANALOG DEVICES INC    
    054536107 AXA - ADR    
    055262505 BASF AKTIENGESELLSCH    
    110448107 BRITISH AMERICAN TOB    
    191216100 COCA COLA CO    
    26441C204 DUKE ENERGY HOLDING    
    418056107 HASBRO INC    
    500472303 PHILIPS ELECTRONICS    
    502441306 LVMH MOET HENNESSY U    
    539830109 LOCKHEED MARTIN CORP    
    65339F101 NEXTERA ENERGY INC    
    66987V109 NOVARTIS AG - ADR    
    718172109 PHILIP MORRIS INTERN    
    744573106 PUBLIC SVC ENTERPRIS    
    80105N105 SANOFI-ADR    
    826197501 SIEMENS AG - SPONSOR    
    891160509 TORONTO DOMINION BK    
    922908553 VANGUARD REAL ESTATE    
    G25839104 COCA-COLA EUROPACIFI    
    060505104 BANK OF AMERICA CORP    
    285512109 ELECTRONIC ARTS INC    
    46138B103 INVESCO DB COMMODITY    
    512807108 LAM RESEARCH CORP CO    
    609207105 MONDELEZ INTERNATION    
    74256W568 PRINCIPAL REAL EST S    
    833034101 SNAP ON INC    
    86562M209 SUMITOMO TRUST AND B    
    92343V104 VERIZON COMMUNICATIO    
    Y2573F102 FLEX LTD    
    11135F101 BROADCOM INC    
    25157Y202 DEUTSCHE POST AG ADR    
    31620M106 FIDELITY NATL INFORM    
    438516106 HONEYWELL INTERNATIO    
    464285105 ISHARES GOLD TRUST E    
    548661107 LOWES COS INC    
    749685103 RPM INTERNATIONAL IN    
    87807B107 TC ENERGY CORP    
    969457100 WILLIAMS COS INC    
    G5960L103 MEDTRONIC PLC    
    00287Y109 ABBVIE INC    
    003021714 ABERDEEN EMERG MARKE    
    09260D107 BLACKSTONE GROUP INC    
    09857L108 BOOKING HOLDINGS INC    
    251542106 DEUTSCHE BOERSE AG A    
    37733W105 GLAXOSMITHKLINE PLC    
    38141G104 GOLDMAN SACHS GROUP    
    459506101 INTERNATIONAL FLAVOR    
    460690100 INTERPUBLIC GROUP CO    
    464287499 ISHARES RUSSELL MID-    
    464287655 ISHARES RUSSELL 2000    
    46647B404 JPMORGAN MID CAP VAL    
    478160104 JOHNSON & JOHNSON    
    620076307 MOTOROLA SOLUTIONS,    
    686330101 ORIX CORPORATION - A    
    742718109 PROCTER & GAMBLE CO    
    75513E101 RAYTHEON TECHNOLOGIE    
    76131D103 RESTAURANT BRANDS IN    
    78464A359 SPDR BARCLAYS CONVER    
    83175M205 SMITH & NEPHEW PLC -    
    871829107 SYSCO CORP    
    874060205 TAKEDA PHARMACEUTIC-    
    889110102 TOKYO ELECTRON LTD-U    
    904767704 UNILEVER PLC - ADR    
    922042858 VANGUARD FTSE EMERGI    
    92826C839 VISA INC-CLASS A SHR    
    94106L109 WASTE MANAGEMENT INC    
    H2906T109 GARMIN LTD    
    927320101 VINCI SA ADR    
    803054204 SAP SE ADR    

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    81 RT VANDERBILT VOTING AT COST 23,830  
    891 RT VANDERBILT NON-VOTING AT COST 262,132  
    SEE ATTACHED AT COST 6,786,145 9,758,755

    TY 2021 OtherDecreasesSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Description Amount
    PY RETURN OF CAPITAL ADJ 1,718
    PURCHASE OF ACCRUED INTEREST 1,278
    COST BASIS ADJUSTMENT 1,256
    MERCK BASIS ADJ 2,156


    TY 2021 OtherExpensesSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 191 191   0
    FROM PARTNERSHIP/S-CORP 263 263   0


    TY 2021 OtherIncomeSchedule2
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 23,085 23,085  
    FROM PARTNERSHIP/S-CORP 1,345 1,345  


    TY 2021 OtherIncreasesSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Description Amount
    MUTUAL FUND TIMING ADJ 1,478
    TAX LOT BASIS ADJ 2,097
    NON-TAX CLASS ACTION PROCEEDS 153


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WELLS FARGO AGENT FEES 77,378 77,378    
    GRANT ADMIN FEES 13,000     13,000


    TY 2021 TaxesSchedule
    Name:
    R T VANDERBILT TRUST
    EIN:
    06-6040981
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 6,709 6,709   0
    FOREIGN TAXES ON QUALIFIED FOR 236 236   0
    FOREIGN TAXES ON NONQUALIFIED 386 386   0