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 05-01-2021 , and ending 04-30-2022
Name of foundation
THE RUTH AND HAL LAUNDERS CHARITABLE
TRUST
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 546
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HERNDON, VA201720546
A Employer identification number

02-0703907
B Telephone number (see instructions)

(703) 497-9200
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$48,976,135
J Accounting method:
Modified Cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,487 1,487  
4 Dividends and interest from securities... 517,495 517,495  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,345,917
b Gross sales price for all assets on line 6a 2,570,311
7 Capital gain net income (from Part IV, line 2)... 1,345,917
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)....... 14,388 14,388  
12 Total. Add lines 1 through 11........ 1,879,287 1,879,287  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 150,000 75,000   75,000
14 Other employee salaries and wages...... 257,403 128,702   128,701
15 Pension plans, employee benefits....... 34,713 18,355   16,358
16a Legal fees (attach schedule)......... 11,700 11,700   0
b Accounting fees (attach schedule)....... 6,800 3,400   3,400
c Other professional fees (attach schedule).... 120,768 28,855   91,913
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 419,362 306,362   3,115
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 5,775 1,906   3,869
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,003,536 267,283   736,253
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,010,057 841,563   1,058,609
25 Contributions, gifts, grants paid....... 1,350,577 1,350,577
26 Total expenses and disbursements. Add lines 24 and 25 3,360,634 841,563   2,409,186
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,481,347
b Net investment income (if negative, enter -0-) 1,037,724
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 8,701 7,802 7,802
2 Savings and temporary cash investments......... 6,122,417 895,082 895,082
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,579,801 Click to see attachment11,115,667 12,529,479
c Investments—corporate bonds (attach schedule)....... 3,120,119 Click to see attachment3,211,803 2,925,760
11 Investments—land, buildings, and equipment: basis bullet15,226,552
Less: accumulated depreciation (attach schedule) bullet   15,293,083 15,226,552 19,840,303
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,563,995 Click to see attachment8,738,847 8,523,628
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,182,328 Click to see attachment4,254,081 Click to see attachment4,254,081
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 44,870,444 43,449,834 48,976,135
Liabilities 17 Accounts payable and accrued expenses..........   57,400
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 57,400
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........... 44,870,444 43,392,434
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 44,870,444 43,392,434
30 Total liabilities and net assets/fund balances (see instructions). 44,870,444 43,449,834
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
44,870,444
2
Enter amount from Part I, line 27a .....................
2
-1,481,347
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,337
4
Add lines 1, 2, and 3 ..........................
4
43,392,434
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
43,392,434
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED, MARKETABLE SECURITIES      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,570,311   1,224,394 1,345,917
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       1,345,917
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,345,917
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 14,424
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 14,424
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 39,810
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,810
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 25,386
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet25,386 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 Click to see attachment.............
    11
    Yes
     
    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 addressbulletRHLCT.ORG
    14
    The books are in care ofbulletJEFFREY J FAIRFIELD EXECUTIVE DIR Telephone no.bullet (703) 437-9200

    Located atbullet459 HERNDON PARKWAY SUITE 14HERNDONVA ZIP+4bullet201706222
    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)
    Yes
     
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    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
    ARTHUR A ANSELENE CO-TRUSTEE, TREASURER
    6.00
    15,000 0 0
    714 HUNTSMAN PLACE
    HERNDON,VA20170
    REBECCA F FEHRS CO-TRUSTEE
    6.00
    30,000 0 0
    125 SABAL RIDGE TRAIL
    PONTE VEDRA,FL32081
    JEROME L LONNES CO-TRUSTEE
    3.00
    30,000 0 0
    2300 CEDARFIELD PARKWAY APT 441
    RICHMOND,VA23233
    EUGENIE W MAINE CO-TRUSTEE, SECRETARY
    10.00
    30,000 0 0
    368 GOOSEBERRY ROAD
    WAKEFIELD,RI02879
    WHITNEY WEBB CO-TRUSTEE
    4.00
    15,000 0 0
    969 SAPPHIRE STREET UNIT I
    SAN DIEGO,CA92109
    CATHERINE P WHELAN CO-TRUSTEE, CHAIRMAN OF THE BOARD
    10.00
    30,000 0 0
    530 OLD POST ROAD 3
    GREENWICH,CT06830
    JEFFREY J FAIRFIELD EXECUTIVE DIRECTOR & SECRETARY
    40.00
    257,403 0 21,997
    459 HERNDON PARKWAY SUITE 14
    HERNDON,VA20170
    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.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    24,769,603
    b
    Average of monthly cash balances.......................
    1b
    3,727,510
    c
    Fair market value of all other assets (see instructions)................
    1c
    23,470,005
    d
    Total (add lines 1a, b, and c).........................
    1d
    51,967,118
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    51,967,118
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    779,507
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    51,187,611
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,559,381
    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
    2,559,381
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    14,424
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    14,424
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,544,957
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,544,957
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    2,544,957
    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 2,544,957
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 58,684
    c From 2018...... 431,917
    d From 2019...... 269,488
    e From 2020...... 443,957
    f Total of lines 3a through e ........ 1,204,046
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,409,186
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 2,409,186
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 135,771 135,771
    (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 1,068,275
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,068,275
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 354,830
    c Excess from 2019.... 269,488
    d Excess from 2020.... 443,957
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    826 NATIONAL INC
    1388 HAIGHT ST 245
    SAN FRANCISCO,CA94117
    NONE PC THE PURPOSE OF THIS GRANT IS TO HELP 826 NATIONAL LEAD THE FIELD TOWARD MORE EQUITABLE AND EFFECTIVE WRITING EDUCATION BY HELPING STUDENTS IMPROVE THEIR EXPOSITORY AND CREATIVE WRITING SKILLS. 50,000
    ADIRONDACK CENTER FOR LOON CONSERVATION
    PO BOX 195
    RAY BROOK,NY12977
    NONE PC THIS GRANT WILL SUPPORT THE ADIRONDACK LOON LEGACY FUND TO HELP PROVIDE OPERATING SUPPORT FOR CONDUCTING RESEARCH ON COMMON LOONS AND SUPPORTING CONSERVATION AND MANAGEMENT PROJECTS FOR THE LOON POPULATION. 7,500
    AMERICAN HEALTH ASSISTANCE FOUNDATION (BRIGHTFOCUS FOUNDATION)
    22512 GATEWAY CENTER DRIVE
    CLARKSBURG,MD20871
    NONE PC FUNDING WILL BE USED TO SUPPORT THE STUDIES OF FIRST-RATE RESEARCHERS AND EDUCATIONAL INITIATIVES FOCUSED ON TREATING AND ASSISTING PERSONS WITH MACULAR DEGENERATION. 5,000
    THE ARTS HERNDON
    PO BOX 940
    HERNDON,VA20172
    NONE PC THIS GRANT WILL BE USED FOR GENERAL OPERATIONS TO PROMOTE, SUPPORT, AND RAISE FUNDS FOR THE ARTS IN THE GREATER HERNDON AREA, TO ESTABLISH AND SUSTAIN THE OPERATION OF A PERMANENT ARTS CENTER, TO PROVIDE HIGH QUALITY ARTS PROGRAMS, AND TO ADVOCATE FOR THE ARTS IN HERNDON. 15,000
    BETTER HOUSING COALITION
    23 W BROAD ST 100
    RICHMOND,VA23220
    NONE PC THE GRANT WILL BE USED FOR GENERAL OPERATIONAL EXPENSES OF PROVIDING SERVICE-ENRICHED, AFFORDABLE HOMES TO THE WORKING POOR AND LOW-INCOME SENIORS. 5,000
    BLESSED UNREST THEATRE INC
    530 W 45TH ST 4G
    NEW YORK,NY10036
    NONE PC THIS GRANT WILL BE USED FOR GENERAL OPERATING SUPPORT FOR OUR CURRENT YEAR OF ARTISTIC PROGRAMMING, WHICH INCLUDES TRADITIONAL, ORIGINAL AND NEW WORKS FOR THE STAGE. 15,000
    BON SECOURS HOSPICE
    1133 OLD BON AIR RD
    RICHMOND,VA23235
    NONE PC THIS GRANT WILL SUPPORT THE HOSPICE CARE TEAMS WHICH PROVIDE HOLISTIC CARE TO THE HOSPICE PATIENTS AND FAMILIES IN THE RICHMOND AREA. 10,000
    BRAIN TUMOR NETWORK (THE)
    816 A1A NORTH STE 207
    PONTE VERDE,FL32082
    NONE PC FUNDS WILL SUPPORT THE BRAIN TUMOR NETWORK PEDIATRIC NAVIGATION PROGRAM. BTN PROVIDES FREE SERVICES FOR PATIENTS AND FAMILIES IMPACTED BY A BRAIN TUMOR. 10,000
    CENTER FOR CHILDRENS ADVOCACY INC
    65 ELIZABETH ST
    HARTFORD,CT06105
    NONE PC THE GRANT WILL FUND THE ARNOLD RUTKIN SCHOLARS FUND AND SUPPORT PROVISIONS OF INTENSIVE LEGAL ADVOCACY FOR CLIENTS. 15,000
    COMMITTEE FOR DULLES COMMUNITY OUTREACH
    45969 NOKES BOULEVARD SUITE 100
    DULLES,VA20166
    NONE PC THIS GRANT HELPS THE DULLES COMMUNITY AND WILL BE USED TO PROVIDE EDUCATION SCHOLARSHIPS TO EMPLOYEES OF DULLES OR THEIR DEPENDENTS, AND TO SUPPORT ON-AIRPORT CHARITIES OR MINISTRIES AT DULLES AIRPORT, DULLES, VIRGINIA. 7,500
    VPM MEDIA CORPORATION (FKA COMMONWEALTH PUBLIC BROADCASTING)
    23 SESAME STREET
    RICHMOND,VA23235
    NONE PC THE GREATEST SOURCE OF OPERATING SUPPORT FOR THE STATION IS RECEIVED THROUGH MEMBER DONATIONS. THIS GRANT WILL ENABLE THE STATION TO OFFER CHALLENGE GRANTS THAT MATCH GIFTS FROM LISTENERS DURING OUR PLEDGE DRIVES. 17,500
    CONSERVATION LAW FOUNDATION
    55 DORRANCE ST
    PROVIDENCE,RI02903
    NONE PC THE GRANT WILL SUPPORT OUR GROWING FARM AND FOOD WORK IN RHODE ISLAND PROVIDING PRO BONO LEGAL SERVICES AND EDUCATIONAL WORKSHOPS TO FOOD ENTREPENEURS, LOCAL FARMERS, AND ORGANIZATIONS THAT SUPPORT THEM. 7,500
    CORNERSTONES
    11150 SUNSET HILLS RD STE 210
    RESTON,VA20190
    NONE PC THIS SUPPORTS THE OPERATIONS OF CORNERSTONES WHICH HELPS FAMILIES AND INDIVIDUALS OBTAIN AND MAINTAIN HOUSING STABILITY AND TACKLES THE PROBLEM OF HOMELESSNESS. 2,500
    CYSTIC FIBROSIS FOUNDATION
    220 N MAIN ST STE 104
    NATNICK,MA01760
    NONE PC THE MISSION OF THE FOUNDATION IS TO CURE CYSTIC FIBROSIS AND TO PROVIDE ALL PEOPLE WITH THE DISEASE THE OPPORTUNITY TO LEAD FULL, PRODUCTIVE LIVES BY FUNDING RESEARCH AND DRUG DEVELOPMENT, PROMOTING TREATMENT AND ENSURING ACCESS TO HIGH-QUALITY CARE. 10,000
    DOLLYWOOD FOUNDATION
    2700 DOLLYWOOD PARKS BOULEVARD
    PIGEON FORGE,TN37863
    NONE PC THIS GRANT WILL BE USED TO MAINTAIN AND CONTINUE TO EXPAND OUR EXISTING PROGRAM TO REACH EVERY ELIGIBLE CHILD IN THE HERNDON 20170 AND 20171 ZIP CODE AREAS. 20,000
    ELDEN STREET PLAYERS INC (THE)
    PO BOX 5006
    HERNDON,VA20172
    NONE PC GRANT WILL BE USED TO FOR GENERAL OPERATIONS IN FURTHERANCE OF THE CHARITABLE MISSION OF SERVING THE COMMUNITY WITH THEATRICAL PERFORMANCES AND EDUCATIONAL PROGRAMS. 10,000
    EXPONENT PHILANTHROPY (ASSOCIATION OF SMALL FOUNDATIONS)
    1720 N STREET NW
    WASHINGTON,DC20036
    NONE PC THIS GRANT WILL BE USED FOR GENERAL OPERATIONS. EXPONENT PHILANTHROPY EMPOWERS DONORS AND PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT. 3,000
    FAIRFAX COUNTY PARK FOUNDATION
    12055 GOVERNMENT CENTER PARKWAY
    SUITE 404
    FAIRFAX,VA22035
    NONE PC VOLUNTARY PROFFERED ZONING CONDITION CONTRIBUTION TO FUND AN ENDOWMENT FOR ARROWBROOK CENTRE PARK, A PUBLIC PARK OWNED AND OPERATED BY THE FAIRFAX COUNTY PARK AUTHORITY, A BODY POLITIC 750,000
    FAIRFAX COUNTY PARK FOUNDATION
    12055 GOVERNMENT CENTER PARKWAY
    SUITE 404
    FAIRFAX,VA22035
    NONE PC THE FUNDS ARE TO BE USED FOR THE SUMMER CONCERT SERIES AT ARROWBROOK CENTRE PARK. FUNDS WILL BE USED FOR EXPENSES FOR ADVERTISING, MAILINGS, FEES FOR MUSICIANS AND OTHER PERFORMERS, SOUND SYSTEM, AND TECHNICAL SUPPORT. 20,000
    FEEDMORE INC
    1415 RHOADMILLER STREET
    RICHMOND,VA23220
    NONE PC THE GRANT WILL SUPPORT FEEDMORE'S BACKPACK PROGRAM IN CENTRAL VIRGINIA. IT WILL HELP PROVIDE HEALTHY MEALS TO HUNGRY CHILDREN BY SUPPLYING BACKPACKS OF FOOD FOR WEEKENDS. 10,000
    GREENWICH TOWN PARTY INC
    PO BOX 59
    OLD GREENWICH,CT06870
    NONE PC THE GRANT WILL HELP FUND THE ANNUAL GREENWICH TOWN PARTY CELEBRATION FOR THE PEOPLE OF GREENWICH TO EXPERIENCE THE STRENGTH OF COMMUNITY THROUGH THIS EVENT. 10,000
    INSPIRICA INC
    141 FRANKLIN ST
    STAMFORD,CT06901
    NONE PC THE GRANT WILL SUPPORT INSPIRICA'S WORK TO END HOMELESSNESS BY WORKING ACROSS THE SPECTRUM OF HOUSING PROVIDING RESIDENTIAL FACILITES AND SUPPORT SERVCIES TO FAMILIES AND CHILDREN. 10,000
    INTERSECTION FOR THE ARTS
    1446 MARKET ST
    SAN FRANCISCO,CA94102
    NONE PC THIS GRANT WILL SUPPORT THE CHARITABLE OPERATIONS OF DRAW TOGETHER (DT) WHICH IS AN INTERACTIVE ARTISTIC VIRTUAL LEARNING EXPERIENCE SUPPORTING CHILDREN, PARENTS, AND EDUCATORS. 40,000
    THE JOHNNYCAKE CENTER INC
    1231 KINGSTON RD
    PEACE DALE,RI02879
    NONE PC THIS GRANT WILL PROVID COVID19 PANDEMIC RELIEF TO THE JONNYCAKE CENTER, A FOOD PANTRY WHOSE MISSION IS TO PROVIDE BASIC NEEDS, RESOURCES, AND HOPE TO COMMUNITY MEMBERS. 7,500
    K-9S FOR WARRIORS
    114 CAMP K9 RD
    PONTE VERDE,FL32081
    NONE PC K9S FOR WARRIORS PROVIDES SERVICE DOGS TO MILITARY VETERANS AND ACTIVE DUTY SUFFERING FROM PTSD, TRAUMATIC BRAIN INJURY, AND/OR MILITARY SEXUAL TRAUMA. DOGS ARE RESCUED FROM HIGH-KILL SHELTERS AND TRAINED AS SERVICE DOGS. 15,000
    KIDS R FIRST
    1855 SAINT FRANCIS ST 711
    RESTON,VA20190
    NONE PC KIDS R FIRST PROVIDES CUSTOM-ORDERED SCHOOL SUPPLIES TO DISADVANTED CHILDREN WHO ARE AT OR BELOW POVERTY LEVEL. 10,000
    KINGSTON CHAMBER MUSIC FESTIVAL AT THE UNIVERSITY OF RHODE ISLAND
    PO BOX 1733
    KINGSTON,RI02881
    NONE PC THE GRANT WILL SUPPORT THE KCMF WHOSE MISSION IS TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS GRANT WILL ASSIST IN OUTREACH TO A YOUNGER CLASSICAL MUSIC AUDIENCE IN THE COMMUNITY. 5,000
    KINGSTON CHAMBER MUSIC FESTIVAL AT THE UNIVERSITY OF RHODE ISLAND
    PO BOX 1733
    KINGSTON,RI02881
    NONE PC KCMF HAS A MISSION TO BRING OUTSTANDING CHAMBER MUSIC TO THE LOCAL RI COMMUNITY; THIS RESTRICTED GRANT WILL HELP FUND THE 30-SOMETHING INITIATIVE FOCUSING ON ENTICING YOUNG PEOPLE TO PARTICIPATE IN THE CLASSICAL MUSIC CONCERTS AND ACTIVITIES. 5,000
    KITCHENS FOR GOOD
    2799 HEALTH CENTER DR
    SAN DIEGO,CA92123
    NONE PC THE GRANT WILL SUPPORT KITCHENS FOR GOOD'S CORE OPERATING EXPENSES USED TO ADDRESS ROOT CAUSES OF FOOD INSECURITY AND WORKFORCE EXCLUSION TO BREAK THE CYCLE OF POVERTY. 5,000
    KOMERA INC
    PO BOX 1491
    JAMAICA PLAIN,MA02130
    NONE PC THE GRANT WILL BE USED TO DEVELOP SELF-CONFIDENT YOUNG WOMEN THROUGH EDUCATION, COMMUNITY DEVELOPMENT AND SPORT. 10,000
    LINK INCORPORATED
    PO BOX 443
    STERLING,VA20170
    NONE PC LINK WORKS TO PROVIDE EMERGENCY FOOD TO FAMILIES IN NEED THROUGH AN ALL VOLUNTEER ORGANIZATION IN N. VIRGINIA. 10,000
    LOUDOUN HUNGER RELIEF INC
    750 MILLER DR STE A-1
    LEESBURG,VA20175
    NONE PC THIS GRANT WILL BE USED TO SUPPORT LOUDOUN HUNGER RELIEF'S MISSION OF HELPING NEIGHBORS IN NEED OF NUTRITIOUS FOOD, EDUCATON AND COMMUNITY PARTERNSHIP. 10,000
    MARSHALL-WYTHE SCHOOL OF LAW FOUNDATION
    613 S HENRY ST
    WILLIAMSBURG,VA23185
    NONE PC ALL GRANT FUNDS WILL BE USED FOR STUDENT SCHOLARSHIP FUNDING FOR STUDENTS AT WILLIAM & MARY LAW SCHOOL. 7,500
    MIRACLE BABIES
    8745 AERO DR STE 308
    SAN DIEGO,CA92123
    NONE PC MIRACLE BABIES ADVANCES HEALTH EQUITY AND IMPROVES HEALTH AND MENTAL WELL-BEING FOR UNDERSERVED PARENTS. THE GRANT WILL HELP PROVIDE TRANSPORTATION SERVICES FOR INFANT CARE. 5,000
    MISSION EDGE SAN DIEGO
    PO BOX 102894
    PASADENA,CA91189
    NONE PC THE GRANT WILL GO TOWARDS UNDERWRITING PARTICIPANTS IN ADULT TRAINING FOR REAL-WORLD EXPERIENCE TO PROVIDE REAL EXPERIENCE TO SECURE EMPLOYMENT. 5,000
    MIXED MAGIC THEATRE & CULTURAL EVENTS
    560 MINERAL SPRING AVENUE
    PAWTUCKET,RI02860
    NONE PC THIS GRANT WILL HELP THE COMMUNITY THEATRE PRESENT HIGH QUALITY, AFFORDABLE (OFTEN FREE) ARTS PROGRAMMING TO THE COMMUNITY WHILE WE ELEVATE THE ROLE OF THE ARTS IN PEOPLE'S LIVES. 10,000
    NAIOP RESEARCH FOUNDATION INC
    2355 DULLES CORNER BLVD STE 750
    HERNDON,VA20171
    NONE PC THIS CHARITABLE DISTRIBUTION WAS DISBURSED WITH THE MEMBERSHIP RENEW OF ARROWBROOK CENTRE, LLC, REAL ESTATE SUBSIDIARY OF THE RUTH AND HAL LAUNDERS CHARITABLE TRUST. THE GRANT SUPPORTS PRACTICAL RESEARCH HELPING REAL ESTATE PROFESSIONALS MAKE BETTER DECISIONS. 77
    NATIONAL CAPITAL TREATMENT & RECOVERY
    200 N GLEBE RD STE 104
    ARLINGTON,VA22203
    NONE PC NCTR PROVIDES TREATMENT SOLUTIONS FOR A COMPREHENSIVE CONTINUUM OF CARE ADDRESSING MENTAL, PHYSICAL, AND SOCIAL HEALTH. 10,000
    NEIGHBOR TO NEIGHBOR
    248 EAST PUTANM AVENUE
    GREENWICH,CT06830
    NONE PC THE GRANT WILL PROVIDE EMERGENCY AND SUPPLEMENTAL FOOD ACCESS. THIS VOLUNTEER NONPROFIT SEEKS TO IMPROVE THE LIVES OF RESIDENTS IN NEED IN THE GREENWICH COMMUNITY. 15,000
    NORTH FLORIDA SCHOOL OF SPECIAL EDUCATION
    223 MILL CREEK RD
    JACKSONVILLE,FL32211
    NONE PC NFSSE EXISTS TO PROVIDE EDUCATION, THERAPEUTIC RECREATION AND VOCATIONAL PROGRAMS FOR STUDENTS WITH INTELLECTUAL DISABILITIES. 10,000
    POPULATION SERVICES INTERNATIONAL
    1120 19TH ST NW
    WASHINGTON,DC20036
    NONE PC THE GRANT WILL BE USED FOR GENERAL OPERATIONS FOR THE EXPERIENTIAL PHILANTHROPY TEAM AT POPULATION SERVICES INTERNATIONAL; THE TEAM DELIVERS THE MAVERICK COLLEGE PROGRAM. 10,000
    POSITIVE VIBE FOUNDATION
    2825 HATHAWAY ROAD
    RICHMOND,VA23225
    NONE PC THE FUNDS WILL BE USED FOR GENERAL OPERATIONS TO FURTHER OUR EXEMPT CHARITABLE PURPOSE WHICH PROVIDES TRAINING AND EMPLOYMENT PROGRAMS FOR STUDENTS WITH DISABILITIES. 15,000
    PROJECT ANGEL HEART
    4950 WASHINGTON STREET
    DENVER,CO80216
    NONE PC PROJECT ANGEL HEART PROVIDES MEDICALLY-TAILORED MEALS, NOURISHMENT AND COMPASSION TO NEIGHBORS IN NEED SUFFERING FROM HIV/AIDS, CANCER, AND OTHER LIFE-THREATENING ILLNESSES. 5,000
    D C READING IS FUNDAMENTAL
    750 FIRST ST NE STE 920
    WASHINGTON,DC20002
    NONE PC THIS GRANT WILL ENABLE RIF TO CHAMPION SOCIAL JUSTICE AND EQUITY THROUGH LITERACY IN DETROIT MI BY PROVIDING BOOKS AND RESOURCES FOR PARENTS AND CAREGIVERS. 30,000
    SAN DIEGO SOCIAL VENTURE PARTNERS
    PO BOX 60234
    SAN DIEGO,CA92166
    NONE PC THE GRANT WILL HELP SDSVP WITH PROVIDING FINANCIAL AND TECHNICAL ASSITANCE TO NONPROFITS IN THE SAN DIEGO AREA ADDRESSING THE AREA'S MOST PRESSING CHALLLENGES. 10,000
    SANTA BARBARA EDUCATION FOUNDATION
    133 E DELAGUERRA ST 366
    SANTA BARBARA,CA93101
    NONE PC THE GRANT WILL SUPPORT THE FOUNDATION'S EFFORTS TO SUPPORT THE NEEDS OF STUDENTS IN THE SANTA BARBARA SCHOOL DISTRICT. 10,000
    ST ROCH CATHOLIC CHURCH
    10 ST ROCH AVE
    GREENWICH,CT06830
    NONE PC THIS GRANT WILL BE USED EXCLUSIVELY FOR THE RESTORATION OF THE BELL TOWER AT ST.ROCH CHURCH AS PART OF THE 100-YEAR ANNIVERSARY OF INCLUSIVELY SERVING THE LOCAL COMMUNITY. 7,500
    COMMUNITY LAW TAX PROJECT
    5206 MARKET RD STE 100-B
    RICHMOND,VA23230
    NONE PC THE GRANT WILL BE USED FOR GENERAL OPERATIONAL SUPPORT, PRIMARILY TO SUPPORT HIRING A NEW PART-TIME TAX PROFESSIONAL TO PROVIDE OUTREACH AND EDUCATION ON TAX ISSUES TO TAXPAYERS. 10,000
    DRAGON CLIFF ZEN CENTER (DBA TREETOP ZEN CENTER)
    293 COUNTRY CLUB ROAD
    OAKLAND,ME04963
    NONE PC THE GRANT WILL SUPPORT GENERAL OPERATIONS ALONG WITH MAINTENANCE AND REPAIRS OF THE RETREAT FACILITY. TREETOP ZEN PROVIDES A SPACE FOR MEDITATION AND THE TEACHINGS OF BUDDHISM. 5,000
    VECINOS UNIDOS-NEIGHBORS UNITED
    PO BOX 552
    HERNDON,VA20172
    NONE PC THIS GRANT WILL BE USED TO SUPPORT THE GENERAL OPERATIONS OF THE ORGANIZATION. VECINOS OFFERS AFTER-SCHOOL HOMEWORK HELP, WHICH ALSO SERVED TO KEEP CHILDREN OFF THE STREETS AND OUT OF GANGS. 10,000
    VIRGINIA TECH FOUNDATION
    902 PRICES FORK ROAD
    BLACKSBURG,VA24061
    NONE PC THIS GRANT WILL ESTABLISH THE RUTH LAUNDERS ENDOWMENT FOR FAIRFAX COUNTY 4-H. IT WILL PROVIDE SUPPORT FOR THE 4-H LIVESTOCK PROGRAM IN FAIRFAX COUNTY. 25,000
    VIRGINIA UNITED METHODIST HOMES
    2300 CEDARFIELD PARKWAY
    RICHMOND,VA23233
    NONE PC THIS GRANT WILL HELP FUND THE CEDARFIELD SCHOLARSHIP FUND FOR PINNACLE SR LIVING. IT PROVIDES EDUCATIONAL ASSISTANCE TO EMPLOYEES WHILE THEY CONTINUE TO SERVE THE RESIDENTS. 2,500
    YORK STREET PROJECT
    89 YORK ST
    JERSEY CITY,NJ07302
    NONE PC THE GRANT WILL SPECIFICALLY SUPPORT THE STRENGTHENING FAMILIES PROGRAM WHICH FOCUSES ON IMPROVING FAMILY RELATIONSHIPS, PARENTING SKILLS AND YOUTH'S LIFE SKILLS. 20,000
    Total .................................bullet 3a 1,350,577
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1,487  
    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 1,345,917  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        01 14,388  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,879,287 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,879,287
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 6,800 3,400   3,400

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AB GLOBAL BOND FUND- ADV 1,481,816 1,351,158
    AB LIMITED DURATION HIGH INCOME PORT- ADVISOR CLASS 304 282
    AB SUSTAINABLE THEMATIC CREDIT PORTFOLIO - ADVISOR 182,982 156,479
    BERNSTEIN INTERMEDIATE DURATION PORTFOLIO 1,424,622 1,303,241
    FHLMCG 30 YEAR#Q02576 4.500% DUE 08/01/2041 137 266
    FHLMCG 30 YEAR#Q16644 3.500% DUE 03/01/2043 1,369 1,367
    FNMA UMBS 30 YEAR#AU2933 3.500% DUE 09/01/2043 2,060 2,036
    FNMA UMBS 30 YEAR#AU6902 4.500% DUE 09/01/2043 115 112
    FNMA UMBS 30 YEAR#AV9316 4.500% DUE 03/01/2044 127 117
    FNMA UMBS 30 YEAR#MA1771 4.000% DUE 02/01/2044 1,523 1,469
    ISHARES 1-3 YR TREASURY BO 57,869 55,875
    ISHARES 7-10 YEAR TREASURY B 58,879 53,358

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AB CONCENTRATED INTL GTH-ADV 480,283 376,407
    AB DISCOVERY GRWTH FUND- AD 428,318 368,884
    AB DISCOVERY VALUE-ADV 427,945 468,427
    AB EMERGING MARKETS PORT 575,552 513,884
    AB FINANCIAL SERVICES OPPORTUNITIES DELAWARE FUND 1,000,000 1,305,332
    AB GLOBAL RESEARCH INSIGHTS SERIES II DBT 447,990 538,445
    AB INTEL STRAT CORE-ADV 527,280 525,749
    AB SMALL CAP CORE PORTFOLIO ADV CL 104,868 127,379
    AB SUSTAIN GLOBAL THEM-ADV 1,281,371 1,002,682
    ABBOTT LABORATORIES 58,902 72,754
    ADOBE INC 41,344 34,448
    AECOM 17,483 34,292
    ALIGN TECHNOLOGY INC 22,442 10,437
    ALPHABET INC-CL C 54,025 160,953
    AMAZON.COM INC 185,376 169,023
    AMERICAN CAMPUS COMMUNITIES 14,415 22,699
    AMERICAN ELECTRIC POWER 28,778 37,761
    AMERICAN TOWER CORP 68,256 71,101
    AMPHENOL CORP-CL A 29,218 43,830
    ANALOG DEVICES INC 24,351 22,694
    ANTHEM INC 27,860 49,691
    APPLE INC 49,899 146,930
    APTIV PLC 36,109 43,943
    AUTODESK INC 26,092 22,903
    AUTOMATIC DATA PROCESSING 41,923 57,818
    AUTOZONE INC 15,258 35,198
    BAKER HUGHES CO 24,990 21,187
    BANK OF AMERICA CORP 46,990 57,195
    BERNSTEIN INTERNATIONAL SMALL CAP PORTFOLIO - SCB 599,357 566,234
    BOOZ ALLEN HAMILTON HOLDINGS 21,708 21,550
    CDW CORP/DE 53,191 79,469
    CHEVRON CORP 17,467 26,164
    COCA-COLA CO/THE 43,322 51,236
    COMCAST CORP-CLASS A 46,044 47,036
    CONSTELLATION BRANDS INC-A 49,724 56,601
    COOPER COS INC/THE 44,557 40,075
    COSTCO WHOLESALE CORP 11,471 23,396
    CSX CORP 39,696 49,793
    DECKERS OUTDOOR CORP 8,630 11,959
    EATON CORP PLC 45,381 64,389
    EDWARDS LIFESCIENCES 12,873 25,281
    EOG RESOURCES INC 32,727 44,719
    ETSY INC 17,136 9,599
    FLEETCOR TECHNOLOGIES INC 19,719 18,964
    GOLDMAN SACHS GROUP INC 46,075 59,876
    GOODYEAR TIRE & RUBBER CO 16,431 13,573
    HOME DEPOT INC 45,225 67,590
    IQVIA HOLDINGS INC 40,881 64,089
    ISHARES CORE INTL STOCK ETF 192,642 163,301
    ISHARES CORE S&P TOTAL U.S. 303,292 263,919
    ISHARES MSCI EAFE ETF 596,641 623,388
    ISHARES MSCI EMERGING MARKET 117,203 114,256
    JOHNSON & JOHNSON 19,526 25,625
    KLA CORP 21,500 20,433
    KNIGHT-SWIFT TRANSPORTATION 18,629 21,167
    LINDE PLC 38,208 40,555
    LPL FINANCIAL HOLDINGS INC 17,798 34,004
    MASTERCARD INC 77,285 93,389
    MEDTRONIC PLC 53,576 50,302
    META PLATFORMS INC-CLASS A 104,514 104,846
    MICROSOFT CORP 193,598 332,191
    MID-AMERICA APARTMENT COMM 8,653 16,521
    NEXTERA ENERGY INC 16,074 17,684
    NIKE INC -CL B 82,278 104,125
    NORTONLIFELOCK INC 36,173 33,253
    NVIDIA CORP 18,005 41,916
    NXP SEMICONDUCTORS NV 17,356 27,857
    ORACLE CORP 37,801 43,012
    OTIS WORLDWIDE CORP 23,294 22,435
    PAYPAL HOLDINGS INC 18,200 13,893
    PNC FINANCIAL SERVICES GROUP 19,507 23,752
    PROCTER & GAMBLE CO/THE 32,750 44,954
    PROGRESSIVE CORP 18,152 27,592
    PROLOGIS INC 12,563 23,883
    QUALCOMM INC 23,137 31,989
    RAYTHEON TECHNOLOGIES CORP 45,409 48,309
    REGAL REXNORD CORP 30,156 25,830
    REGENERON PHARMACEUTICALS 12,605 23,069
    ROBERT HALF INTL INC 6,170 7,570
    ROCHE HLDG LTD SPONSORED ADR 46,394 56,704
    SCHWAB (CHARLES) CORP 33,574 64,340
    SERVICENOW INC 13,545 12,431
    SPDR S&P 500 ETF TRUST 877,621 1,519,456
    STELLANTIS NV 25,953 20,657
    STERICYCLE INC 38,479 34,782
    TAKE-TWO INTERACTIVE SOFTWRE 26,935 21,153
    TJX COMPANIES INC 55,848 65,753
    TMOBILE US INC 43,221 42,730
    UNITEDHEALTH GROUP INC 64,897 118,492
    VERTEX PHARMACEUTICALS INC 31,433 42,349
    VISA INC - CLASS A SHARES 84,642 98,253
    WALMART INC 42,527 62,573
    WELLS FARGO & COMPANY 65,030 58,115
    WESTERN DIGITAL CORP 32,369 25,474
    WILLIS TOWERS WATSON PLC 24,449 23,635
    ZIMMER BIOMET HOLDINGS INC 32,261 25,478
    ZOETIS INC 64,861 88,445

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OVERLAY A PORTFOLIO CLASS 2 AT COST 5,479,356 5,230,456
    OVERLAY B PORTFOLIO CLASS 2 AT COST 437,701 391,255
    ALLIANCEBERNSTEIN ALL MARKET R CLASS 1 AT COST 634,004 749,558
    AB PRIVATE CREDIT INVESTORS CORPORATION AT COST 1,687,786 1,703,801
    1.5 DEGREES (CAYMAN) FUND LTD CLASS 4 AT COST 500,000 448,558

    TY 2021 LegalFeesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES 11,700 11,700   0


    TY 2021 OtherAssetsSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INCOME, TAX WITHHOLDING 5,903 4,271 4,271
    CONSERVATION DEPOSIT 210,000 210,000 210,000
    PREPAID EXCISE TAX 148,800 39,810 39,810
    RETAIL CONDO PURCHASE ESCROW 3,817,625 590,303 590,303
    CONSTRUCTION IN PROGRESS   3,409,697 3,409,697


    TY 2021 OtherExpensesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ASSOCIATION DUES 1,500 0   1,500
    BANK CHARGES 180 121   59
    COPIER AND SCANNER EXPENSES 723 484   239
    COURIER AND DELIVERY EXPENSES 956 641   316
    D & O LIABILITY INSURANCE 1,250 625   625
    FIDUCIARY EDUCATION 1,051 347   704
    INVESTMENT MANAGEMENT FEES 69,191 69,191   0
    POSTAGE 946 312   633
    GRANT ADMINISTRATION 12,200 0   12,200
    TELEPHONE 2,357 1,178   1,178
    WEB SITE DESIGN AND SUPPORT 3,745 1,236   2,509
    CONTRACT LABOR 8,162 4,081   4,081
    OTHER OFFICE EXPENSES AND SUPPLIES 15,711 7,856   7,856
    ABC-LLC ADVERTISING 11,700 11,700   0
    ABC-LLC BANK CHARGES 13 13   0
    ABC-LLC BROKERAGE & LEASING COMMISSIONS 78,963 78,963   0
    ABC-LLC ASSOCIATION DUES 4,642 4,642   0
    ABC-LLC GENERAL CONTRACTING EXPENSES 701,047 0   701,047
    ABC-LLC CONTRACT LABOR 4,976 4,976   0
    ABC-LLC REAL ESTATE CONSULTING SERVICES 66,704 66,704   0
    ABC-LLC FIRE AND CASUALTY INSURANCE 2,429 2,429   0
    ABC-LLC PREMISES LIABILITY INSURANCE 6,169 6,169   0
    ABC-LLC LICENSES 400 400   0
    ABC-LLC PERMITTING & PLAN AND DEED FILING FEES 3,306 0   3,306
    ABC-LLC REAL ESTATE ASSESSMENTS 1,732 1,732   0
    ABC-LLC OTHER REAL ESTATE EXPENSES 1,396 1,396   0
    ABC-LLC TRANSFER, TITLE AND FILING FEES 26 26   0
    ABC-LLC UTILITIES 2,061 2,061   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 14,388 14,388 14,388


    TY 2021 OtherIncreasesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Description Amount
    PRIOR PERIOD ADJUSTMENT 3,337


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CIVIL ENGINEERING 88,037 3,311   84,726
    ARCHITECTURAL SERVICES 16,044 16,044   0
    FACILITATION 7,187 0   7,187
    REAL ESTATE APPRAISAL 9,500 9,500   0


    TY 2021 TaxesSchedule
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    REAL ESTATE TAXES 308,924 306,086   2,839
    FEDERAL EXCISE TAXES 109,886 0   0
    TANGIBLE BUSINESS PROPERTY TAXES 552 276   276


    TY 2021 TransfersToControlledEntities
    Name:
    THE RUTH AND HAL LAUNDERS CHARITABLE
     
    TRUST
    EIN:
    02-0703907
    Name US /
    Foreign Address
    EIN Description Amount
    ARROWBROOK MANAGEMENT CORPORATION PO BOX 546
    HERDON,VA20172
    26-1369722 REAL ESTATE ASSESSMENTS 1,732
    Total     1,732