Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
The Lucille and Bruce Lambert Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)5204 Bradwood Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Springfield, VA22151
A Employer identification number

54-1898273
B Telephone number (see instructions)

(703) 256-0900
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$25,270,380J 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) 250,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 3,877 3,877 0
4 Dividends and interest from securities... 468,928 468,928 0
5a Gross rents............ 51,675 51,675 0
b Net rental income or (loss) -24,014
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 1,679,365
b Gross sales price for all assets on line 6a 4,626,486
7 Capital gain net income (from Part IV, line 2)... 1,679,364
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)..... 0  
11 Other income (attach schedule)....... Click to see attachment 11,768 11,768 0
12 Total. Add lines 1 through 11........ 2,465,613 2,215,612 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 630,000 504,000 0 126,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... Click to see attachment 125,000 100,000 0 25,000
c Other professional fees (attach schedule).... Click to see attachment 138,375 138,375 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 11,562      
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,571 14,571 0
20 Occupancy.............. 20,282 0 0 0
21 Travel, conferences, and meetings....... 8,924 0 0 0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 385,991 61,298 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,334,705 818,244 0 151,000
25 Contributions, gifts, grants paid....... 1,227,500 1,227,500
26 Total expenses and disbursements. Add lines 24 and 25 2,562,205 818,244 0 1,378,500
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -96,592
b Net investment income (if negative, enter -0-) 1,397,368
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............. 647,005 372,333 372,333
2 Savings and temporary cash investments......... 3,107,909 1,952,625 1,952,625
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 11,562 0 0
10a Investments—U.S. and state government obligations (attach schedule) 896,925 Click to see attachment731,942 757,958
b Investments—corporate stock (attach schedule)....... 7,637,441 Click to see attachment8,154,943 15,892,460
c Investments—corporate bonds (attach schedule)....... 556,473 Click to see attachment505,724 533,438
11 Investments—land, buildings, and equipment: basis bullet6,300
Less: accumulated depreciation (attach schedule) bullet0 6,300 Click to see attachment6,300 10,000
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,053,668 Click to see attachment4,111,398 4,582,377
14 Land, buildings, and equipment: basis bullet400,689
Less: accumulated depreciation (attach schedule) bullet323,590 91,673 Click to see attachment77,099 1,169,189
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,008,956 15,912,364 25,270,380
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
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........ 16,008,956 15,912,364
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)..... 16,008,956 15,912,364
30 Total liabilities and net assets/fund balances (see instructions). 16,008,956 15,912,364
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
16,008,956
2
Enter amount from Part I, line 27a .....................
2
-96,592
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
15,912,364
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,912,364
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 10 shs Alexion Pharm Inc P 2020-06-05 2021-04-19
b 140 shs American Elec Pwr Inc. P 2020-10-09 2021-04-09
c 985 shs American Elec Pwr Inc. P 2020-10-09 2021-05-17
d 348 shs Astrazeneca PLC P 2020-06-03 2021-04-09
e 3 shs Booking Hldgs Inc P 2021-03-26 2021-04-09
29 shs CME Group Inc P 2021-02-22 2021-04-09
39 Costco Whsl Corp P 2021-03-11 2021-04-09
428 shs Coupang Inc P 2021-05-04 2021-12-02
153 shs Euronet Worldwide Inc P 2021-05-04 2021-10-29
85 shs Exact Sciences Corp P 2021-07-16 2021-11-19
519 shs Mondelez Inc P 2020-04-30 2021-03-02
238 shs Mondelex Inc P 2020-04-30 2021-03-03
201 shs Mondelex Inc P 2020-04-30 2021-04-09
612 shs New Oriental Ed Tech Grp P 2021-05-04 2021-06-21
86 shs PNC Finl Svs Group P 2021-03-17 2021-04-09
86 shs Pioneer Nat Res Co P 2021-03-17 2021-10-11
40899.796 shs T Rowe Price Inst P 2021-02-09 2021-10-11
52 shs S&P Global Inc P 2020-12-04 2021-04-09
75 shs Salesforce Com P 2021-02-22 2021-04-09
74 shs Splunk Inc P 2021-02-17 2021-10-11
236 shs Suncor Energy Inc P 2020-03-25 2021-03-22
44.416 shs Teladoc Health P 2020-11-09 2021-07-14
25000 shs US Treasury Note P 2020-07-01 2021-04-30
75000 shs US Treasury Note P 2020-07-13 2021-05-31
99 shs Vitesco Technologies Grp P 2021-07-13 2021-10-04
254 shs Waste Management Inc P 2020-03-31 2021-03-17
102 shs Zoetis Inc P 2020-05-05 2021-04-09
2 shs Brookfield Asset Mgmt P 2021-06-28 2021-07-26
.152 shs Brookfield Asset Mgmt P 2021-06-28 2021-07-30
886 shs Clarivate PLC P 2021-09-13 2021-10-20
652 shs Clarivate PLC P 2021-09-13 2021-10-21
87 shs Jazz Pharmaceuticals P 2021-01-22 2021-08-11
73 shs TE Connectivity LTD P 2021-01-22 2021-04-09
70 shs Fiverr Intl LTD P 2021-03-31 2021-09-15
34 shs Fiverr Intl LTD P 2021-03-31 2021-09-15
174 shs WIX Com LTD P 2021-08-25 2021-12-17
171 shs Abbott Laboratories P 2020-03-02 2021-04-09
162 shs Abbot Laboratories P 2020-03-02 2021-05-17
39 shs Adobe Inc P 2018-12-18 2021-04-09
149 shs Alexion Pharmaceuticals Inc P 2018-12-18 2021-01-22
133 shs Alexion Pharmaceuticals Inc P 2018-12-18 2021-04-09
32 shs Alphabet Inc P 2014-10-21 2021-04-09
23 shs Amazon Com P 2018-06-20 2021-04-09
43 shs American Tower Corp P 2018-06-20 2021-04-09
194 shs American Wtr Wks Co P 2018-06-20 2021-12-17
103 sh Analog Devices Inc P 2018-10-18 2021-04-09
251 shs Apple Inc P 2010-12-16 2021-03-26
278 shs Apple Inc P 2010-12-16 2021-04-09
153 shs AutoDesk Inc P 2010-12-16 2021-04-09
65 shs Automatic Data Processing Inc P 2010-06-29 2021-04-09
50 shs Blackrock Inc P 2012-05-23 2021-02-21
16 shs Blackrock Inc P 2012-05-23 2021-04-09
293 shs Blackstone Inc P 2019-10-17 2021-04-09
226 shs Blackstone Inc P 2019-10-17 2021-09-16
247 shs Blackstone Inc P 2019-10-17 2021-12-15
140 shs Brown Forman Corp P 2001-11-02 2021-06-04
108 shs Brown Forman Corp P 2011-11-02 2021-06-09
56 shs Cigna Corp P 2015-12-03 2021-04-09
145 shs Cigna Corp P 2015-12-03 2021-09-16
181 shs Cigna Corp P 2015-12-03 2021-11-04
37 shs Cigna Corp P 2009-03-02 2021-11-04
25000 shs Capital One P 2018-05-14 2021-08-16
134 shs Carter Inc P 2015-03-03 2021-01-14
118 shs Carter Inc P 2015-03-03 2021-01-15
89 shs Chevron Corp P 2015-03-03 2021-04-09
466 shs Cisco Sys Inc P 2013-07-30 2021-04-09
140 shs Citrix Sys Inc P 2013-07-30 2021-05-04
370 shs Comcast Corp P 2010-06-29 2021-03-02
182 shs Comcast Corp P 2010-06-29 2021-03-03
146 shs Comcast Corp P 2010-06-29 2021-04-09
942 shs Comcast Corp P 2010-06-29 2021-11-04
75 shs Cooper Cos Inc P 2018-06-22 2021-07-14
220 sh Cyrusone Inc P 2018-06-22 2021-06-21
203 shs Daikin Inds LTD P 2019-07-19 2021-09-02
83 shs Danaher Corp P 2010-06-29 2021-02-22
83 shs Danaher Corp P 2010-06-29 2021-04-09
728 shs Deutsche Boerse ADR P 2019-07-19 2021-05-04
145 shs Disney Walt Co P 2019-10-17 2021-01-29
51 shs Disney Walt Co P 2019-10-17 2021-04-06
151 shs Dollar Gen Corp P 2020-02-12 2021-03-26
49 shs Dollar Gen Corp P 2020-02-12 2021-04-09
128 shs Dollar Gen Corp P 2011-12-05 2021-08-11
319 shs Dollar Gen Corp P 2011-11-02 2021-09-07
121 shs Ecolab Inc P 2019-10-29 2021-03-17
58 shs Ecolab Inc P 2019-10-29 2021-04-09
58 shs EPAM Sys Inc P 2013-09-06 2021-05-14
40 shs EPAM Svs Inc P 2013-09-06 2021-08-25
237 shs Everbridge Inc P 2013-09-16 2021-12-15
408 shs Exact Sciences Inc P 2018-01-19 2021-11-17
25000 Federal Natl Mtg Assn P 2017-12-07 2021-10-07
149 shs Fidelity Natl Information P 2018-10-03 2021-04-09
167 shs Fiserv Inc P 2018-10-03 2021-04-09
9 shs Fiserv Inc P 2018-10-03 2021-05-17
168 shs Fiserv Inc P 2018-10-03 2021-05-17
62 shs Global Pmts Inc P 2008-10-31 2021-06-23
25000 shs Goldman Sachs Group Inc P 2017-11-15 2021-04-26
719 shs Grifols S A Sp ADR P 2019-07-19 2021-03-19
138 shs HCA Healthcare Inc P 2014-07-16 2021-06-04
83 shs HCA Healthcare Inc P 2014-07-16 2021-04-26
95 shs Home Depot Inc P 2019-07-19 2021-04-09
79 shs Home Depot Inc P 2019-09-19 2021-12-15
121 shs Honeywell International Inc P 2019-07-19 2021-04-09
161 shs Intercontinental Exchange P 2017-11-30 2021-04-09
83 shs Intercontinental Exchange P 2017-11-30 2021-04-29
25 shs Intercontinental Exchange P 2017-11-30 2021-04-27
220 shs Intercontinental Exchange P 2017-11-30 2021-04-29
285 shs Intercontinental Exchange P 2011-11-02 2021-07-16
176 shs JPMorgan Chase & Co P 2010-06-29 2021-04-09
118 shs Johnson & Johnson Inc P 2019-10-28 2021-01-26
213 shs Johnson & Johnson Inc P 2019-10-28 2021-02-22
160 shs Johnson & Johnson Inc P 2012-08-02 2021-03-17
90 shs Johnson & Johnson Inc P 2012-08-02 2021-04-09
192 shs Johnson & Johnson Inc P 2012-08-02 2021-04-27
390 shs Johnson & Johnson Inc P 2012-08-17 2021-04-28
77 shs Kansas City Southern Com P 2011-11-02 2021-03-26
80 shs Kansas City Southern Com P 2011-11-02 2021-08-11
127 shs L3 Harris Tech P 2011-11-02 2021-01-01
43 shs Lvme Moet Hennessy P 2019-07-19 2021-10-06
147 shs LAM Resh Corp P 2013-09-19 2021-05-12
277 shs Las Vegas Sands Co P 2019-07-19 2021-12-15
305 shs Microsoft Corp P 2011-03-15 2021-04-09
690 New Oriental Ed P 2019-07-19 2021-06-21
213 shs Nextera Energy Inc P 2020-03-20 2021-04-09
35 shs O Reilly Automotive Inc P 2015-06-25 2021-02-12
46 shs O Reilly Automotive Inc P 2015-06-25 2021-02-12
209 shs Otis Worldwide Corp P 2017-11-30 2021-04-09
31 shs PRA Health Sciences Inc P 2017-11-30 2021-03-12
103 shs PRA Health Sciences Inc P 2017-11-30 2021-03-15
164 shs PRA Health Sciences Inc P 2017-11-30 2021-05-07
85 shs Pepsico Inc P 2019-08-26 2021-01-29
92 shs Pepsico Inc P 2019-08-06 2021-01-29
89 shs Pepsico Inc P 2014-02-20 2021-04-09
237 shs Qualcomm Inc P 2014-02-20 2021-04-09
118 shs Qualcomm Inc P 2016-07-21 2021-02-22
283 shs Raytheon Tech Corp P 2016-09-26 2021-04-09
.647 shs Regal Rexnord Corp P 2016-09-26 2021-11-22
33 shs Roper Tech Inc P 2020-03-14 2021-04-09
355 shs Schwab Charles Corp P 2020-01-14 2021-01-26
249 shs Schwab Charles Corp P 2020-01-01 2021-03-26
56 shs Schwab Charles Corp P 2019-05-06 2021-03-26
352 shs Schwab Charles Corp P 2019-05-06 2021-04-09
355 shs Smith & Nephew PLC P 2019-07-19 2021-05-04
138 shs Splunk Inc P 2019-07-19 2021-10-11
63 shs Stryker Corp P 2020-03-31 2021-04-09
92 shs Stryker Corp P 2020-03-31 2021-05-26
50 shs Suncor Energy Inc P 2019-07-19 2021-03-22
99 shs Suncor Energy Inc P 2019-07-19 2021-03-22
270 shs Suncor Energy Inc P 2019-07-19 2021-03-22
379 shs TJX Cos Inc P 2020-01-01 2021-01-29
360 shs TJX Cos Inc P 2020-01-01 2021-02-22
163 shs TJX Cos Inc P 2020-01-01 2021-02-22
143 shs TJX Cos Inc P 2020-03-13 2021-04-09
178 shs T Mobile US Inc P 2020-03-10 2021-04-09
68 Taiwan Semiconductor MFG LTD P 2019-07-19 2021-03-15
27 Taiwan Semiconductor MFG LTD P 2019-07-19 2021-05-04
119.584 shs Teladoc Health P 2019-07-19 2021-07-14
73 shs Texas Instruments Inc P 2019-10-01 2021-04-09
477 shs Texas Instruments Inc P 2019-10-01 2021-07-22
37 shs Thermo Fisher Corp P 2015-07-14 2021-02-22
36 shs Thermo Fisher Corp P 2015-07-14 2021-04-09
408 shs US Bancorp Del P 2015-07-14 2021-04-09
399 shs US Bancorp Del P 2015-07-14 2021-05-26
82 shs Union Pac Corp P 2020-03-03 2021-04-09
75000 shs US Treasury Note P 2019-04-05 2021-02-28
75000 shs US Treasury Note P 2019-04-05 2021-01-31
54 shs United Healthcare Group Inc P 2000-03-25 2021-03-26
80 shs United Healthcare Group Inc P 2000-03-26 2021-04-09
326 shs VF Corp P 2010-06-29 2021-03-10
39 shs VF Corp P 2010-06-29 2021-03-10
40 shs VF Corp P 2010-06-29 2021-03-10
451 shs VF Corp P 2010-06-29 2021-03-11
8 shs VF Corp P 2010-06-29 2021-03-11
20 shs VF Corp P 2010-06-29 2021-03-11
16 shs VF Corp P 2010-06-29 2021-03-11
182 shs Visa Inc P 2010-06-29 2021-04-09
119 shs Vitesco Tech Grp P 2010-06-29 2021-10-04
267 shs Waste Mgmt Inc P 2019-11-07 2021-03-02
31 shs Waste Mgmt Inc P 2019-11-07 2021-03-02
75 shs Waste Mgmt Inc P 2019-11-07 2021-03-03
285 shs Waste Mgmt Inc P 2019-11-07 2021-03-17
101 shs Waste Mgmt Inc P 2019-11-07 2021-03-17
262 shs Xilinx Inc P 2019-11-07 2021-06-21
136 shs Zoetis Inc P 2019-11-07 2021-12-15
249 shs Genpact Limited P 2019-07-19 2021-03-31
108 shs Genpact Limited P 2019-07-19 2021-06-29
248 shs Genpact Limited P 2019-07-19 2021-06-29
22 shs Icon PLC P 2019-07-19 2021-09-02
23 shs Icon PLC P 2019-07-19 2021-10-06
39 shs IHS Markit LTD P 2016-07-13 2021-01-01
16 shs IHS Markit LTD P 2016-07-13 2021-01-12
121 shs IHS Markit LTD P 2016-07-13 2021-01-12
73 shs IHS Markit LTD P 2016-07-13 2021-01-12
249 shs IHS Markit LTD P 2016-07-13 2021-06-16
9 shs Jazz Pharma PLC P 2018-03-12 2021-08-11
107 shs Linde PLC P 2010-06-29 2021-03-26
56 shs Linde PLC P 2010-06-29 2021-04-09
136 shs Medtronic PLC P 2015-01-26 2021-04-09
8 shs ASML Holding P 2019-07-19 2021-03-15
18 shs ASML Holding P 2019-07-19 2021-05-04
Capital Gain Distribution P 2020-01-01 2021-12-31
       
(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 1,652 0 1,126 526
b 12,032 0 12,891 -859
c 89,619 0 91,775 -2,156
d 17,316 0 17,316 0
e 7,329 0 6,900 429
5,891 0 5,651 240
14,103 0 12,838 1,265
10,888 0 17,554 -6,666
17,342 0 22,457 -5,115
7,559 0 9,734 -2,175
27,732 0 29,368 -1,636
12,688 0 12,108 580
11,747 0 10,225 1,522
4,915 0 9,118 -4,203
15,383 0 10,841 4,542
12,540 0 12,540 0
400,000 0 399,182 818
18,989 0 17,572 1,417
17,182 0 17,182 0
11,287 0 12,520 -1,233
15,679 0 15,002 677
5,143 0 3,250 1,893
6,630 0 8,265 -1,635
25,000 0 25,000 0
75,000 0 75,000 0
1,072 0 1,523 -451
30,578 0 23,508 7,070
16,201 0 16,920 -719
103 0 138 -35
8 0 10 -2
19,696 0 26,178 -6,482
14,549 0 15,858 -1,309
12,498 0 14,669 -2,171
9,530 0 9,381 149
13,086 0 20,955 -7,869
6,378 0 7,427 -1,049
25,033 0 39,239 -14,206
20,473 0 13,498 6,975
18,977 0 12,787 6,190
19,548 0 8,857 10,691
23,806 0 19,796 4,010
21,974 0 15,494 6,480
72,621 0 13,054 59,567
77,245 0 37,896 39,349
10,310 0 6,047 4,263
35,857 0 25,513 10,344
16,562 0 8,631 7,931
30,128 0 2,882 27,246
36,827 0 3,192 33,635
42,504 0 16,163 26,341
12,213 0 2,306 9,907
35,106 0 8,000 27,106
12,905 0 2,493 10,412
22,441 0 13,607 8,834
30,323 0 11,466 18,857
31,277 0 12,410 18,867
11,253 0 2,733 8,520
8,131 0 2,108 6,023
13,612 0 7,712 5,900
29,663 0 19,969 9,694
38,541 0 18,867 19,674
7,886 0 3,500 4,386
24,445 0 24,445 0
13,224 0 12,026 1,198
11,494 0 10,601 893
9,090 0 10,725 -1,635
24,144 0 15,954 8,190
16,670 0 7,856 8,814
20,115 0 3,294 16,821
9,896 0 1,620 8,276
7,793 0 1,299 6,494
49,426 0 8,384 41,042
30,409 0 17,784 12,625
15,293 0 16,290 -997
5,112 0 2,655 2,457
18,785 0 2,391 16,394
19,061 0 2,391 16,670
12,187 0 10,549 1,638
24,356 0 20,688 3,668
9,508 0 6,755 2,753
30,366 0 23,946 6,420
10,184 0 6,021 4,163
13,086 0 5,260 7,826
27,666 0 12,634 15,032
25,474 0 23,495 1,979
12,600 0 11,214 1,386
26,140 0 1,861 24,279
24,845 0 1,284 23,561
15,338 0 34,935 -19,597
36,308 0 20,823 15,485
24,360 0 24,360 0
22,225 0 16,107 6,118
20,655 0 16,470 4,185
1,019 0 849 170
18,943 0 10,772 8,171
11,877 0 9,239 2,638
25,000 0 25,042 -42
11,550 0 15,874 -4,324
29,455 0 8,379 21,076
17,263 0 4,974 12,289
30,279 0 13,048 17,231
31,995 0 5,962 26,033
27,250 0 17,058 10,192
18,761 0 11,484 7,277
10,060 0 5,921 4,139
3,029 0 1,783 1,246
26,366 0 14,603 11,763
33,684 0 7,008 26,676
27,354 0 6,533 20,821
20,093 0 15,279 4,814
34,326 0 25,442 8,884
25,718 0 10,947 14,771
14,401 0 6,158 8,243
31,347 0 13,079 18,268
63,256 0 26,384 36,872
19,478 0 4,906 14,572
23,284 0 5,098 18,186
23,217 0 26,299 -3,082
6,189 0 3,702 2,487
82,912 0 28,229 54,683
9,897 0 17,111 -7,214
77,628 0 7,719 69,909
5,552 0 6,766 -1,214
16,551 0 10,981 5,570
15,062 0 8,196 6,866
19,886 0 10,686 9,200
14,728 0 10,834 3,894
4,551 0 2,559 1,992
15,115 0 8,361 6,754
28,249 0 13,145 15,104
11,685 0 10,734 951
12,607 0 9,612 2,995
12,636 0 6,988 5,648
33,511 0 13,709 19,802
16,489 0 6,825 9,664
22,026 0 20,490 1,536
109 0 9 100
13,816 0 9,311 4,505
19,955 0 17,018 2,937
16,300 0 11,587 4,713
3,682 0 2,593 1,089
23,726 0 16,291 7,435
15,286 0 15,411 -125
21,047 0 27,072 -6,025
15,822 0 10,582 5,240
23,087 0 13,388 9,699
1,090 0 1,554 -464
2,153 0 3,077 -924
5,884 0 8,392 -2,508
24,762 0 19,828 4,934
24,975 0 16,217 8,758
11,293 0 5,810 5,483
9,855 0 7,031 2,824
22,844 0 14,446 8,398
7,995 0 2,985 5,010
3,086 0 1,185 1,901
17,850 0 12,745 5,105
14,175 0 9,368 4,807
87,759 0 59,959 27,800
17,187 0 5,053 12,134
17,055 0 4,668 12,387
23,203 0 20,410 2,793
23,734 0 14,663 9,071
18,260 0 13,255 5,005
74,499 0 74,499 0
73,676 0 73,676 0
20,206 0 1,512 18,694
29,929 0 19,550 10,379
26,065 0 15,382 10,683
3,120 0 664 2,456
3,201 0 681 2,520
35,732 0 7,676 28,056
634 0 136 498
1,588 0 340 1,248
1,273 0 272 1,001
40,282 0 13,268 27,014
1,289 0 1,602 -313
30,042 0 29,876 166
3,482 0 3,419 63
8,549 0 8,272 277
34,345 0 31,409 2,936
12,146 0 11,113 1,033
33,532 0 17,199 16,333
31,211 0 18,924 12,287
10,872 0 9,631 1,241
4,911 0 4,134 777
11,224 0 9,475 1,749
5,692 0 3,383 2,309
6,014 0 3,537 2,477
3,425 0 1,282 2,143
1,387 0 526 861
10,464 0 3,978 6,486
6,319 0 2,400 3,919
27,144 0 8,187 18,957
1,293 0 1,382 -89
29,877 0 17,489 12,388
15,859 0 9,153 6,706
16,469 0 10,291 6,178
4,329 0 1,788 2,541
11,300 0 4,022 7,278
242,022 0 0 242,022
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 0 0 0 526
b 0 0 0 -859
c 0 0 0 -2,156
d 0 0 0 0
e 0 0 0 429
0 0 0 240
0 0 0 1,265
0 0 0 -6,666
0 0 0 -5,115
0 0 0 -2,175
0 0 0 -1,636
0 0 0 580
0 0 0 1,522
0 0 0 -4,203
0 0 0 4,542
0 0 0 0
0 0 0 818
0 0 0 1,417
0 0 0 0
0 0 0 -1,233
0 0 0 677
0 0 0 1,893
0 0 0 -1,635
0 0 0 0
0 0 0 0
0 0 0 -451
0 0 0 7,070
0 0 0 -719
0 0 0 -35
0 0 0 -2
0 0 0 -6,482
0 0 0 -1,309
0 0 0 -2,171
0 0 0 149
0 0 0 -7,869
0 0 0 -1,049
0 0 0 -14,206
0 0 0 6,975
0 0 0 6,190
0 0 0 10,691
0 0 0 4,010
0 0 0 6,480
0 0 0 59,567
0 0 0 39,349
0 0 0 4,263
0 0 0 10,344
0 0 0 7,931
0 0 0 27,246
0 0 0 33,635
0 0 0 26,341
0 0 0 9,907
0 0 0 27,106
0 0 0 10,412
0 0 0 8,834
0 0 0 18,857
0 0 0 18,867
0 0 0 8,520
0 0 0 6,023
0 0 0 5,900
0 0 0 9,694
0 0 0 19,674
0 0 0 4,386
0 0 0 0
0 0 0 1,198
0 0 0 893
0 0 0 -1,635
0 0 0 8,190
0 0 0 8,814
0 0 0 16,821
0 0 0 8,276
0 0 0 6,494
0 0 0 41,042
0 0 0 12,625
0 0 0 -997
0 0 0 2,457
0 0 0 16,394
0 0 0 16,670
0 0 0 1,638
0 0 0 3,668
0 0 0 2,753
0 0 0 6,420
0 0 0 4,163
0 0 0 7,826
0 0 0 15,032
0 0 0 1,979
0 0 0 1,386
0 0 0 24,279
0 0 0 23,561
0 0 0 -19,597
0 0 0 15,485
0 0 0 0
0 0 0 6,118
0 0 0 4,185
0 0 0 170
0 0 0 8,171
0 0 0 2,638
0 0 0 -42
0 0 0 -4,324
0 0 0 21,076
0 0 0 12,289
0 0 0 17,231
0 0 0 26,033
0 0 0 10,192
0 0 0 7,277
0 0 0 4,139
0 0 0 1,246
0 0 0 11,763
0 0 0 26,676
0 0 0 20,821
0 0 0 4,814
0 0 0 8,884
0 0 0 14,771
0 0 0 8,243
0 0 0 18,268
0 0 0 36,872
0 0 0 14,572
0 0 0 18,186
0 0 0 -3,082
0 0 0 2,487
0 0 0 54,683
0 0 0 -7,214
0 0 0 69,909
0 0 0 -1,214
0 0 0 5,570
0 0 0 6,866
0 0 0 9,200
0 0 0 3,894
0 0 0 1,992
0 0 0 6,754
0 0 0 15,104
0 0 0 951
0 0 0 2,995
0 0 0 5,648
0 0 0 19,802
0 0 0 9,664
0 0 0 1,536
0 0 0 100
0 0 0 4,505
0 0 0 2,937
0 0 0 4,713
0 0 0 1,089
0 0 0 7,435
0 0 0 -125
0 0 0 -6,025
0 0 0 5,240
0 0 0 9,699
0 0 0 -464
0 0 0 -924
0 0 0 -2,508
0 0 0 4,934
0 0 0 8,758
0 0 0 5,483
0 0 0 2,824
0 0 0 8,398
0 0 0 5,010
0 0 0 1,901
0 0 0 5,105
0 0 0 4,807
0 0 0 27,800
0 0 0 12,134
0 0 0 12,387
0 0 0 2,793
0 0 0 9,071
0 0 0 5,005
0 0 0 0
0 0 0 0
0 0 0 18,694
0 0 0 10,379
0 0 0 10,683
0 0 0 2,456
0 0 0 2,520
0 0 0 28,056
0 0 0 498
0 0 0 1,248
0 0 0 1,001
0 0 0 27,014
0 0 0 -313
0 0 0 166
0 0 0 63
0 0 0 277
0 0 0 2,936
0 0 0 1,033
0 0 0 16,333
0 0 0 12,287
0 0 0 1,241
0 0 0 777
0 0 0 1,749
0 0 0 2,309
0 0 0 2,477
0 0 0 2,143
0 0 0 861
0 0 0 6,486
0 0 0 3,919
0 0 0 18,957
0 0 0 -89
0 0 0 12,388
0 0 0 6,706
0 0 0 6,178
0 0 0 2,541
0 0 0 7,278
0 0 0 242,022
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 1,679,364
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 -24,637
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 19,423
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 19,423
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 41,562
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Original Return Overpayment: -41562 7 41,562
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 120
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 22,019
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet22,019 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
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)
    bulletVA
    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 addressbulletN/A
    14
    The books are in care ofbulletCynthia Butler President Telephone no.bullet (703) 256-0900

    Located atbullet5204 Bradwood StreetSpringfieldVA ZIP+4bullet22151
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
    No
    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
     
    No
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    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
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Cynthia Butler Director/ President
    16.00     		175,000 0 0
    5204 Bradwood Street
    Springfield,VA22151
    George Levendis Director
    8.00     		80,000 0 0
    2547 N Vernon St
    Arlington,VA22207
    Anthony D Hulbert Director
    16.00     		80,000 0 0
    22888 Lacey Oak Terrace
    Sterling,VA20166
    Holly Brockman Director
    8.00     		80,000 0 0
    123 Joe Phillips Road
    Madison,AL35758
    Scott Lambert Director
    8.00     		80,000 0 0
    2005 NW Fawn Drive
    Blue Springs,MO64015
    Roxanna Beach Director
    8.00     		55,000 0 0
    220 University Parkway
    Okatie,SC29909
    Scott Gallagher Director
    8.00     		80,000 0 0
    212 Glenwood Drive
    New Bloomfield,MO65063
    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
    21,213,641
    b
    Average of monthly cash balances.......................
    1b
    2,587,292
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,179,189
    d
    Total (add lines 1a, b, and c).........................
    1d
    24,980,122
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    24,980,122
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    374,702
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    24,605,420
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,230,271
    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
    1,230,271
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,423
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,423
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,210,848
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,210,848
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,210,848
    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 1,210,848
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 446,905
    b Total for prior years:20, 20, 20  
    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$ 1,378,500
    a Applied to 2020, but not more than line 2a 446,905
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 931,595
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (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......     		 
    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 ..........     		279,253
    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) ...     		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 e-mail address of the person to whom applications should be addressed:
    Cynthia Butler President
    5204 Bradwood Street
    Springfield,VA22151
    (703) 256-0900
    bThe form in which applications should be submitted and information and materials they should include:
    any reasonable form
    cAny submission deadlines:
    none
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    none
    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
    Central Union Rescue
    810 5th Street NW
    Washington,DC20001     		  PublicCharity OperatingExpenses 60,000
    Down Syndrome Guild
    10200 W 75th Street Suite 281
    Shawnee Mission,KS66204     		  Public Charity Provide Support for IndividualsWith Down Syndrome 102,500
    William Woods University
    One University Avenue
    Fulton,MO65251     		  University Operating ExpStudent SupportCapital Campaign 300,000
    Youth for Tomorrow
    11835 Hazel Circle Dr
    Bristow,VA20136     		  PublicCharity General Support 132,500
    Second Chance Animal Rescue
    20215 Blankinship Drive
    Orange,VA22960     		  PublicCharity General Support 130,000
    Missouri Courage Scholarship
    1701 Big Horn Basin Drive
    Wildwood,MO63011     		  PublicCharity StudentScholarships 17,500
    Dogs & Cats of the Dominican Republic Inc
    153 E Haskell St
    St Paul,MN55118     		  PublicCharity General Expenses 62,500
    Grain Valley Volunteer PD
    711 Main Street
    Grain Valley,MO64029     		  PublicCharity GeneralExpenses 20,000
    Capitol City Cinema
    1739 East Elm Suite 101
    Jefferson City,MO65101     		  PC OperatingExpenses 15,000
    Blue Springs Police Department
    1100 SW Smith Street
    Blue Springs,MO64015     		  PC OperatingExpenses 15,000
    West End Baptist Church
    2005 2nd Avenue N
    Clanton,MO35045     		  PC OperatingExpenses 20,000
    The Catalyst Center for Business & Entrepreneurship
    515 Sparkman Dr
    Huntsville,AL35816     		  PC OperatingExpenses 65,000
    Polpar Spring Animal Sanctuary
    PO Box 507
    Poolesville,MD20837     		  PC OperatingExpenses 7,500
    Junior League of Huntsville
    115 Manning Dr SW
    Huntsville,AL35801     		  PC Operating Expenses 193,500
    Programs for Exceptional People
    39 Sheridan Park Circle
    Bluffton,SC29910     		  PC OperatingExpenses 45,000
    Rotary Youth Club
    22310 NE Colbern Road
    Lees Summit,MO64086     		  PC GeneralExpenses 15,000
    Fantansy Playhouse Childrens Theater
    3312 Long Avenue SW
    Huntsville,AL35805     		  PC General Expenses 11,500
    Project Linus
    11 Timberline Drive
    Savannah,GA31404     		  PC Operating Expenses 5,000
    EA Hawse Health Center
    17978 WV-55
    Baker,WV26801     		  PC Operating Expenses 10,000
    Total .................................bullet 3a 1,227,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 3,877  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....     16 -24,014  
    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 1,679,365  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   2,128,156  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,128,156
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  
    Part VI Line 7 -Original Return Overpayment: -41,562


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    The Lucille and Bruce Lambert Charitable Foundation Inc
     
    Employer identification number

    54-1898273
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    The Lucille and Bruce Lambert Charitable Foundation Inc
          		Employer identification number
    54-1898273
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Estate of Bruce E Lambert
     
    5204 Bradwood Street
     
    Springfield, VA22151

    		$ 250,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    The Lucille and Bruce Lambert Charitable Foundation Inc
          		Employer identification number

    54-1898273
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    The Lucille and Bruce Lambert Charitable Foundation Inc
          		Employer identification number

    54-1898273
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Anthony D. Hulbert, CPA Tax and Accounting 125,000 100,000 0 25,000

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

    TY 2021 DepreciationSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    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
    101 Old Carriage Rd. 1999-10-01 122,639 94,581 SL 27.500000000000 4,460 4,460 0  
    Admiralty Club, 102 1999-10-01 40,850 31,504 SL 27.500000000000 1,485 1,485 0  
    Admiralty Club, 103 1999-10-01 55,100 42,495 SL 27.500000000000 2,003 2,003 0  
    Admiralty Club, 809 1999-10-01 62,100 47,890 SL 27.500000000000 2,259 2,259 0  
    Condominiums Cancun 1999-10-01 120,000 92,546 SL 27.500000000000 4,364 4,364 0  

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

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    Stocks Short Term Sales - See Attached Statements 11 - 12         992,377     1,031,222 -38,845  
    Stocks Long Term Sales - See Attached Statements 13 - 18         3,392,087 1,915,899     1,476,188  
    Capital Gain Distributions - See Attached Statement 20         242,022 0     242,022  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Name of Bond End of Year Book Value End of Year Fair Market Value
    See Attached Sch. 1 p5-7 505,724 533,438

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Name of Stock End of Year Book Value End of Year Fair Market Value
    See Attached Sch. 1 p7-27 8,125,119 15,860,895
    600 Shs HCC Insurance Holdings 15,019 12,792
    622 Shs Wells Fargo & Co 14,804 18,772
    1 shs Lasco Production 1 1

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    US Government Securities - End of Year Book Value:

    731,942
    US Government Securities - End of Year Fair Market Value:

    757,958
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 InvestmentsLandSchedule2
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category/ Item Cost/Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    2411 NW 6th Street, Cape Coral 6,300 0 6,300  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Foreign Obligations See Attached Sch. 1 p7   25,302 26,606
    Tactical & Opp See Attached Sch. 1 p27-28   2,497,610 2,854,349
    Alternative Investments See Attached Sch. 1 p28-29   1,588,486 1,701,422

    TY 2021 LandEtcSchedule2
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    101 Old Carriage Road 122,639 99,044 23,595  
    Admiralty Club, Unit 102 40,850 32,989 7,861  
    Admiralty Club, Unit 103 55,100 44,498 10,602  
    Admiralty Club, Unit 809 62,100 50,149 11,951  
    Condominiums, Cancun, Mexico 120,000 96,910 23,090  


    TY 2021 OtherExpensesSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Rental Expenses 61,118 61,118 0 0
    Bank Service Charges 180 180 0 0
    Registration Fees 25 0 0 0
    Director's D&O Insurance 2,005 0 0 0
    Dues and Subscriptions 1,560 0 0 0
    Book to Tax Adj 321,103 0 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Book to Tax Adj. 11,768 11,768 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Atlantic Trust Trustee Fees 138,375 138,375 0 0


    TY 2021 TaxesSchedule
    Name:
    The Lucille and Bruce Lambert Charitable Foundation Inc
    EIN:
    54-1898273
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise tax 11,562