TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
Rhona's Place Foundation

% JERRY FOCAS

Number and street (or P.O. box number if mail is not delivered to street address)22 West Pennsylvania Ave Suite 606
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Towson, MD21204

A Employer identification number

27-4477606

B Telephone number (see instructions)

(410) 339-7313

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$9,825,049J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments	5		5
4	Dividends and interest from securities...	251,518		251,518
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		893,548
b	Gross sales price for all assets on line 6a 3,925,102
7	Capital gain net income (from Part IV, line 2)...			893,548
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).......		-69,821
12	Total. Add lines 1 through 11........	1,075,250		1,145,071
13	Compensation of officers, directors, trustees, etc.	43,094		2,155		40,939
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		21,642	1,082	0	20,560
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		69,677	69,677
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,162	2,162
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		446	22		424
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	137,021		75,098	0	61,923
25	Contributions, gifts, grants paid.......	371,500				371,500
26	Total expenses and disbursements. Add lines 24 and 25	508,521		75,098	0	433,423
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	566,729
b	Net investment income (if negative, enter -0-)			1,069,973
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	23,364	39,488	39,488
	2	Savings and temporary cash investments.........	199,537	840,966	840,966
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	57,473
	b	Investments—corporate stock (attach schedule).......	1,544,236	193,761	387,299
	c	Investments—corporate bonds (attach schedule).......	36,047	514,512	511,453
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............	37,973
	13	Investments—other (attach schedule)..........	6,300,961	7,362,546	8,040,172
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	5,410	5,671	5,671
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,205,001	8,956,944	9,825,049
	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 )	0	185,214
	23	Total liabilities (add lines 17 through 22).........	0	185,214
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	8,205,001	8,771,730
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........
	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).....	8,205,001	8,771,730
	30	Total liabilities and net assets/fund balances (see instructions).	8,205,001	8,956,944

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

8,205,001

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

566,729

Other increases not included in line 2 (itemize) bullet

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

8,771,730

Decreases not included in line 2 (itemize) bullet

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

8,771,730

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
1 a	PUBLICLY TRADED SECURITIES	P
b	PUBLICLY TRADED SECURITIES
c	PUBLICLY TRADED SECURITIES
d	PUBLICLY TRADED SECURITIES
e	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	PUBLICLY TRADED SECURITIES
	SALE OF INTEREST IN BROOKFIELD LP
	PUBLICLY TRADED SECURITIES
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	77,751	79,122	-1,371
b	394,707	246,770	147,937
c	63,221	60,940	2,281
d	9,279	8,677	602
e	75,241	44,360	30,881
	29,792	26,453	3,339
	88,807	76,882	11,925
	493,112	466,464	26,648
	1,446,509	1,097,760	348,749
	488,206	488,536	-330
	40,056	39,668	388
	15,347	13,285	2,062
	86,428	72,579	13,849
	43,408	37,454	5,954
	64,063	58,656	5,407
	276,455	268,295	8,160
	60,768	60,682	86
	5,500	1,124	4,376
	171,952	146,000	25,952
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653
			256,653

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			-1,371
b			147,937
c			2,281
d			602
e			30,881
			3,339
			11,925
			26,648
			348,749
			-330
			388
			2,062
			13,849
			5,954
			5,407
			8,160
			86
			4,376
			25,952

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	893,548
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3	14,873
4	Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	4
5	Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- .....	5	14,873
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	40,756
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	40,756
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	25,883
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax25,883	Refunded	11

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

Yes

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

Yes

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

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions Click to see attachment

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

Yes

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

Yes

Website address bullet

N/A

The books are in care of bullet

JERRY FOCAS Telephone no. bullet

(410) 339-7313

Located at bullet

22 W PENNSYLVANIA AVENUE SUITE 606TOWSONMD ZIP+4 bullet

21204

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
JERRY D FOCAS	TRUSTEE 4.0	43,094	0	0
22 WEST PENNSYLVANIA AVE STE 606 TOWSON,MD21204	TRUSTEE 4.0	43,094	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

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

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

8,617,144

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

551,678

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

237,043

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

9,405,865

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

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

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

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

9,405,865

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

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

141,088

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

9,264,777

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

463,239

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

463,239

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

14,873

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

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

14,873

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

448,366

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

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

448,366

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

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

448,366

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(d) 2021
1 Distributable amount for 2021 from Part X, line 7			448,366
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:2019, 2018, 2017
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......	6,880
f Total of lines 3a through e ........		6,880
4Qualifying distributions for 2021 from Part
XI, line 4: $ 433,423
a Applied to 2020, but not more than line 2a
b Applied to undistributed income of prior years (Election required—see instructions).....
c Treated as distributions out of corpus (Election required—see instructions)........
d Applied to 2021 distributable amount.....			433,423
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		6,880	6,880
(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
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........			8,063
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......
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)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
Fidelity Investments Char 200 Seaport Blvd Boston,MA02210	N/A	PC	Increase Donor Fund	350,000
Ducks Unlimited PO Box 421825 Palm Coast,FL32142		PC	Unrestricted Contribution to support ongoing operations	500
Medstar Franklin Square Medical Center 10980 Granchester Way 7th Floor Columbia MD,MD21044			Surgical Pavilion Pledge	20,000
Thomas Lambros Memorial Scholarship Fund 4100 North Point Blvd Dundalk,MD21222			Unrestricted Contribution to support ongoing operations	1,000
Total ................................. 3a				371,500

bApproved for future payment

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

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	5
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	893,548
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aPASS THROUGH INCOME (LOSS)	531110	-69,821
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		-69,821		1,145,071

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

1,075,250

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

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

TY 2021 DepreciationSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense	Net Investment Income	Adjusted Net Income	Cost of Goods Sold Not Included

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Name of Bond	End of Year Book Value	End of Year Fair Market Value
ADVANCED MICRO DEVICES INC	10,319	10,375
ALPHABET	6,276	6,186
APERGY CORPORATION	8,292	8,320
BOYD GAMING CORP	16,485	16,320
CDW LLC/CDW FINANCE CORP	14,418	14,385
CENTURY COMMUNITIES	14,825	14,770
CLEVELAND CLIFFS	20,975	20,825
COMMERCIAL METALS CO	15,682	15,550
CROWN AMERS	15,481	15,375
DANA INCORPORATED	15,888	15,938
ENPRO INDUSTRIES	14,758	14,641
EQUINOR	6,363	6,264
FIREEYE INC	14,689	14,964
GOODYEAR TIRES & RUBBER	15,362	15,394
GRIFFON CORP	14,781	14,544
HEALTHSOUTH CORP	15,404	15,338
HILTON WORLDWIDE	15,615	15,450
ICAHN ENTERPRISES LP/CORP	10,163	10,025
LENDINGTREE INC	10,523	9,945
LEVEL 3 FINANCING INC	15,353	15,326
MGM RESORTS INTERNATIONAL	15,860	15,675
MPT OPERATING PARTNERSHIP LP	14,778	14,648
NEXTERA ENERGY	3,117	3,119
ORACLE	6,305	6,169
PENSKE AUTOMOTIVE GROUP	16,410	16,360
SALLY HOLDINGS LLC	16,411	16,360
SCOTTS MIRACLE-GRO COMPANY	15,510	15,412
SILGAN HOLDINGS INC	15,202	15,094
SIMON PROPERTY GROUP	6,196	6,108
SPECTRUM BRANDS HOLDINGS INC	15,364	15,319
TARGA RESOURCES PARTNERS	15,518	15,459
TEGNA INC	8,158	8,086
TELFLEX INC	15,700	15,600
TENNANT CO	16,246	16,200
TRANSDIGM INC	15,458	15,412
UNITED RENTALS (NORTH AMERICA)	31,406	31,422
BLACKSTONE REAL ESTATE	15,221	15,075

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ALTRIA	7,470	8,056
ARES CAPITAL	5,487	8,052
ARTHUR GALLAGHER	3,208	5,090
AT&T	10,201	6,642
BANK OF AMERICA	6,486	22,112
BERKSHIRE HATHAWAY	11,508	43,654
BOEING	5,038	4,630
BRISTOL MYERS SQUIBB	8,061	19,141
CATERPILLAR	11,399	24,395
CISCO SYSTEMS	9,752	19,645
CITIGROUP INC	5,557	6,143
COCA COLA	9,994	10,066
CONSOLIDATED EDISON	14,383	24,316
JP MORGAN CHASE	9,039	24,069
MERCK & CO	3,825	5,365
MICROSOFT	8,046	19,843
PFIZER	13,502	28,167
PHILIP MORRIS	14,777	21,280
PROCTOR & GAMBLE	10,701	29,772
PROLOGICS INC	3,025	12,795
VERIZON	14,750	22,395
VISA	7,552	21,671

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

Rhona's Place Foundation

EIN:

27-4477606

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ACAP Strategic Fund	AT COST	235,595	277,434
Alps Funds	AT COST	119,015	127,495
American Balanced Fund	AT COST	27,720	31,647
American Funds EuroPacific	AT COST	64,076	90,593
Baron SMallCap	AT COST	11,659	15,912
BLACKROCK STRATEGIC GLOBAL BON	AT COST	12,043	12,255
BNY MELLON GLOBAL	AT COST	215,060	252,900
BNY MELLON WORLDWIDE GROWTH	AT COST	45,003	51,392
AMERICAN FUNDS GLOBAL	AT COST	31,000	31,000
CALVERT EMERGING MARKETS	AT COST	150,015	140,905
CALVERT SMALL CAP FUND	AT COST	13,870	16,372
COLUMBIA FUNDS	AT COST	176,781	173,509
DELEWARE IVY MID-CAP INCOME	AT COST	12,130	16,172
DFA INTERNATIONAL SMALL	AT COST	53,878	61,209
DFA ST EXTENDED	AT COST	92,263	92,315
DFA US LARGE	AT COST	70,055	92,348
DIMENSIONAL FUNDS ADVISORS	AT COST	68,525	115,880
DWS FUNDS	AT COST	19,720	26,366
DWS RREEF REAL ESTATE	AT COST	1,771	1,858
EATON VANCE INCOME FUND	AT COST	12,201	12,369
FIRST EAGLE GLOBAL FUND	AT COST	46,074	50,788
FORESIDE FD SVCS	AT COST	137,291	195,195
FPA FUNDS CRESCENT	AT COST	150,000	158,360
FPA FUNDS NEW INCOME	AT COST	318,400	318,668
FT UNIT 8695 WORLDWIDE	AT COST	25,543	42,931
FT UNIT 8844 US INFRASTRUCTURE	AT COST	25,276	36,329
HARTFORD GLOBAL IMPACT	AT COST	200,015	187,144
INVESCO FUNDS EMERGING MARKETS	AT COST	145,075	130,597
ISHARES CORE	AT COST	16,600	33,866
JP MORGAN EQUITY	AT COST	19,904	28,956
JP MORGAN FUNDS INCOME BUILDER	AT COST	404,075	405,852
JP MORGAN GLOBAL ALLOCATION	AT COST	28,592	31,268
JP MORGAN HEDGED	AT COST	55,057	67,937
JP MORGAN ULTRA SHORT	AT COST	45,879	45,785
LOOMIS SAYLES CORE PLUS	AT COST	22,016	21,413
LOOMIS SAYLES GLOBAL	AT COST	28,443	31,544
LORD ABBOTT FUNDS SHORT	AT COST	144,370	147,919
MATHEWS ASIAN GROWTH	AT COST	120,015	104,780
MFS INTERNATIONAL	AT COST	22,809	35,900
MFS MID-CAP GROWTH	AT COST	11,517	16,099
MFS MODERATE ALLOCATION	AT COST	29,792	31,442
MSIF GLOBAL FRANCHISE	AT COST	16,501	19,636
MSIF GLOBAL GROWTH OPPORTUNITY	AT COST	24,072	31,776
PARNASSUS CORE EQUITY	AT COST	20,309	28,750
PGIM ABSOLUT RETURN	AT COST	69,160	66,787
PGIM SHORT DURATION MULTI	AT COST	94,948	94,007
PGIM ST CORPORATION BOND	AT COST	59,132	58,856
PGIM TOTAL RETURN BOND	AT COST	33,846	33,187
PIMCO INCOME FUND	AT COST	106,442	105,865
SCHWAB FUNDS TREAS	AT COST	350,381	350,381
SCHWAB STRATEGIC	AT COST	69,905	74,606
T ROWE PRICE EMERGING	AT COST	64,666	74,296
T ROWE PRICE FUNDS CAP	AT COST	529,605	597,761
T ROWE PRICE FUNDS GLOBAL	AT COST	251,155	223,542
T ROWE PRICE FUNDS HEALTH SCIS	AT COST	175,105	203,084
T ROWE PRICE GLOBAL ALLOCATION	AT COST	30,288	31,335
T ROWE PRICE GLOBAL MULTI	AT COST	100,653	97,683
THORNBURG LIMITED TERM	AT COST	18,315	18,358
VANECK DEVELOPING MARKETS	AT COST	3,340	3,319
VANECK EXTENDED MARKETS	AT COST	36,675	36,389
VANGUARD 500 INDEX	AT COST	33,517	48,360
VANGUARD DIV GROWTH INVESTOR	AT COST	475,030	547,664
VANGUARD GROWTH INDEX	AT COST	19,149	31,973
VANGUARD HIGH YIELD CORPORATE	AT COST	15,472	15,518
VANGUARD INTERIM TERM BOND	AT COST	46,234	45,659
VANGUARD MID-CAP INDEX	AT COST	22,159	32,102
VANGUARD SHORT-TERM BOND INDEX	AT COST	30,682	30,573
VANGUARD SHORT-TERM CORPORATE	AT COST	122,021	121,890
VANGUARD SMALL-CAP INDEX	AT COST	11,201	16,071
VANGUARD TOTAL INTERNATIONAL B	AT COST	15,748	15,198
VANGUARD TOTAL INTERNATIONAL S	AT COST	27,805	31,838
VANGUARD TOTAL STOCK MARKET	AT COST	252,149	321,357
VANGUARD TOTAL WORLD STOCK	AT COST	13,369	16,045
VANGUARD VALUE INDEX	AT COST	25,801	32,449
VICTORY FUNDS NUETRAL	AT COST	13,776	13,766
VICTORY RS GLOBAL	AT COST	42,315	51,615
VIRTUS FUNDS KAR INTL	AT COST	110,060	147,866
WESTERN ASSET CORE	AT COST	21,680	21,412
METROPOLITAN WEST BOND	AT COST	150,000	147,713
PRINCIPAL BLUE CHIP FUND	AT COST	20,462	28,486
THOREFARE	AT COST	250,820	250,820
PANCO FUND	AT COST	159,475	159,475

- TIN:

TY 2021 LegalFeesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	21,642	1,082		20,560

- TIN:

TY 2021 OtherAssetsSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
Distribution receivable	5,410	5,671	5,671

- TIN:

TY 2021 OtherExpensesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS	446	22		424

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PASSTHROUGH INCOME FROM PARTNERSHIPS	-69,821

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description	Amount
recovery of prior year distribution	0

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Description	Beginning of Year - Book Value	End of Year - Book Value
LIABILITIES FROM PASS THROUGH ENTITIES	0	185,214

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISOR FEES	69,677	69,677

- TIN:

TY 2021 TaxesSchedule

Name:

Rhona's Place Foundation

EIN:

27-4477606

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	2,162	2,162
INVESTMENT INCOME EXCISE TAX	0	0