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 07-01-2021 , and ending 06-30-2022
Name of foundation
THURMAN FDN FOR CHILDREN-TES TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

54-6113281
B Telephone number (see instructions)

(804) 273-7445
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$6,606,328J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 153,310 153,310  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 272,463
b Gross sales price for all assets on line 6a 3,649,200
7 Capital gain net income (from Part IV, line 2)... 272,463
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 2    
12 Total. Add lines 1 through 11........ 425,775 425,773  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,208 30,104   30,104
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 5,000 0 0 5,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,553 2,103   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 5,298     5,298
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 88,059 32,207 0 40,402
25 Contributions, gifts, grants paid....... 330,520 330,520
26 Total expenses and disbursements. Add lines 24 and 25 418,579 32,207 0 370,922
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,196
b Net investment income (if negative, enter -0-) 393,566
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.............      
2 Savings and temporary cash investments......... 98,458 49,395 49,395
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule)....... 1,432,369 Click to see attachment1,185,993 1,063,552
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 5,175,389 Click to see attachment5,479,725 5,493,381
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,706,216 6,715,113 6,606,328
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 6,706,216 6,715,113
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 6,706,216 6,715,113
30 Total liabilities and net assets/fund balances (see instructions). 6,706,216 6,715,113
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
6,706,216
2
Enter amount from Part I, line 27a .....................
2
7,196
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,530
4
Add lines 1, 2, and 3 ..........................
4
6,721,942
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,829
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,715,113
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 5349.716 DOUBLELINE TOTL RET BND-I   2016-03-03 2021-07-12
b 3336.355 PIMCO INVESTMENT GRD CORP-IN   2020-10-23 2021-07-12
c 5329.181 MUZINICH CREDIT OPP-INST     2021-07-12
d 5045.079 WESTERN ASSET CORE BD FD-S   2020-10-23 2021-07-12
e 2418.358 VANGUARD TOTAL BD MKT INDEX-INST   2020-10-26 2021-07-13
1953.457 INVESCO DEVELOPING MARKETS FUND   2012-02-06 2021-08-17
4576.35 VAN ECK EMERGING MARKETS-I     2021-08-17
1610.879 DOUBLELINE TTL RTRN BND-R6     2021-10-04
3156.231 DOUBLELINE TTL RTRN BND-R6     2021-10-04
2544.91 LORD ABBTT ULTR SHRT BND-I   2021-07-12 2021-10-04
2976.19 PIMCO INVESTMENT GRD CORP-IN     2021-10-04
4749.329 MUZINICH CREDIT OPP-SUP INS     2021-10-04
2152.347 VANGUARD TOTAL BD MKT INDEX-INST   2020-10-26 2021-10-04
4482.628 WESTERN ASSET CORE BD FD-S   2020-10-23 2021-10-04
1614.018 DOUBLELINE TTL RTRN BND-R6   2020-10-23 2022-02-28
854.271 LORD ABBTT ULTR SHRT BND-I   2021-07-12 2022-02-28
1015.857 PIMCO INVESTMENT GRD CORP-IN   2020-10-23 2022-02-28
1691.105 MUZINICH CREDIT OPP-SUP INS   2020-10-23 2022-02-28
722.892 VANGUARD TOTAL BD MKT INDEX-INST   2020-10-26 2022-02-28
1508.828 WESTERN ASSET CORE BD FD-S   2020-10-23 2022-02-28
4094.527 DOUBLELINE TTL RTRN BND-R6   2020-10-23 2022-03-09
2142.137 LORD ABBTT ULTR SHRT BND-I   2021-07-12 2022-03-09
140.274 PIMCO INVESTMENT GRD CORP-IN     2022-03-09
2479.258 PIMCO INVESTMENT GRD CORP-IN     2022-03-09
4259.625 MUZINICH CREDIT OPP-SUP INS     2022-03-09
1838.649 VANGUARD TOTAL BD MKT INDEX-INST     2022-03-09
168.998 VANGUARD INST INDEX-INST     2022-03-09
209.002 VANGUARD INST INDEX-INST   2020-03-30 2022-03-09
143.506 WESTERN ASSET CORE BD FD-S     2022-03-09
3721.8 WESTERN ASSET CORE BD FD-S     2022-03-09
7097.367 HARDING LOEVNER INTL EQ-INST     2022-03-11
14468.057 HARDING LOEVNER INTL EQ-INST     2022-03-11
923.059 WESTERN ASSET CORE BD FD-S     2022-03-21
16215.941 WESTERN ASSET CORE BD FD-S     2022-03-21
2323. DODGE & COX INCOME FUND   2022-03-21 2022-03-22
5488. DOUBLELINE TTL RTRN BND-R6   2020-10-23 2022-03-22
821.534 PIMCO INVESTMENT GRD CORP-IN     2022-03-22
2639.466 PIMCO INVESTMENT GRD CORP-IN     2022-03-22
1106. VANGUARD DIVIDEND APPREC ETF     2022-03-25
802. VANGUARD DIVIDEND APPREC ETF     2022-03-25
2368.036 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-06 2022-04-07
207.417 BLACKROCK EVENT DRIVEN EQ-IS   2021-07-15 2022-04-07
859.628 FPA CRESCENT FUND-SUPR INST     2022-04-07
1729.255 FPA CRESCENT FUND-SUPR INST   2020-01-22 2022-04-07
4510.932 NEUBERGER BERMAN LONG SHORT-INS     2022-04-07
95.238 INVESCO DEVELOPING MARKETS FUND   2021-12-14 2022-05-03
1086.022 SHNKMN CAP FL RT HI INC-INST     2022-05-03
201.699 ALGER SMALL CAP FOCUS-Z   2021-03-23 2022-05-03
273.556 BLACKROCK EVENT DRIVEN EQ-IS   2020-05-06 2022-05-03
665.102 DODGE & COX INCOME FUND   2022-03-21 2022-05-03
1570.073 DOUBLELINE TTL RTRN BND-R6   2020-10-23 2022-05-03
701.941 EATON VANCE-ATLANTA SMID-R6   2021-12-01 2022-05-03
597.926 PARAM DVD INCOME FD CLASS-I     2022-05-03
272.488 FPA CRESCENT FUND-SUPR INST   2020-01-22 2022-05-03
461.683 HARTFORD DVDND & GRWTH-F     2022-05-03
462.094 T ROWE PRICE LARGE/CAP GRW-I     2022-05-03
64. INVESCO S&P 500 EQUAL WEIGHT ETF   2022-03-09 2022-05-03
46. ISHARES 20+ YEAR TREASURY BOND ETF   2022-03-22 2022-05-03
58. ISHARES RUSSELL MID CAP ETF   2022-03-01 2022-05-03
86. ISHARES RUSSELL MID CAP ETF   2020-11-13 2022-05-03
57. ISHARES S&P SMALLCAP 600/VAL COMMON   2021-03-10 2022-05-03
1168.608 JOHCM INTERNATIONAL SEL-INST   2021-05-25 2022-05-03
375.874 JANUS HENDERSON SMALL CAP VALUE-N     2022-05-03
972.644 LORD ABBTT ULTR SHRT BND-I   2021-07-12 2022-05-03
484.347 NEUBERGER BERMAN LONG SHORT-INS   2021-10-04 2022-05-03
998.914 PIMCO INVESTMENT GRD CORP-IN   2020-04-09 2022-05-03
1923.077 MUZINICH CREDIT OPP-SUP INS   2020-03-09 2022-05-03
143. SPDR DOW JONES REIT ETF     2022-05-03
1031.833 WEISS ALTERNATIVE MULTI-STRATEGY-K   2022-04-07 2022-05-03
270.27 T ROWE PR QM US S/C GR EQ-I   2021-03-23 2022-05-03
224.801 VAN ECK EMERGING MARKETS-I   2021-12-22 2022-05-03
96. VANGUARD DIVIDEND APPREC ETF   2020-03-17 2022-05-03
830. VANGUARD TOTAL BD MKT INDEX-INST   2020-04-28 2022-05-03
53.741 VANGUARD INST INDEX-INST     2022-05-03
70. VANGUARD RUSSELL 1000 GROWTH ETF   2021-08-17 2022-05-03
493. VANGUARD RUSSELL 1000 VALUE ETF     2022-05-03
869.947 WESTERN ASSET CORE BD FD-S   2019-02-21 2022-05-03
2182.757 T ROWE PRICE LARGE/CAP GRW-I     2022-05-16
2171.243 T ROWE PRICE LARGE/CAP GRW-I   2019-02-21 2022-05-16
20351.753 SHNKMN CAP FL RT HI INC-INST   2022-03-09 2022-05-18
2308.111 HARTFORD DVDND & GRWTH-F   2022-03-25 2022-06-16
930. VANGUARD DIVIDEND APPREC ETF   2020-03-17 2022-06-16
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 56,600   58,098 -1,498
b 36,800   36,867 -67
c 59,900   59,228 672
d 67,150   68,966 -1,816
e 27,400   27,980 -580
101,150   63,686 37,464
98,300   67,930 30,370
16,946   17,238 -292
33,204   34,090 -886
25,500   25,525 -25
32,500   32,894 -394
53,050   52,823 227
24,300   24,903 -603
59,350   61,278 -1,928
16,350   17,270 -920
8,500   8,568 -68
10,250   11,225 -975
17,300   18,805 -1,505
7,800   8,364 -564
18,800   20,626 -1,826
41,150   43,811 -2,661
21,250   21,486 -236
1,379   1,537 -158
24,371   27,373 -3,002
43,150   47,324 -4,174
19,600   21,254 -1,654
61,721   65,790 -4,069
76,332   48,959 27,373
1,758   1,920 -162
45,592   50,787 -5,195
177,221   205,876 -28,655
361,267   351,181 10,086
11,095   12,083 -988
194,916   201,372 -6,456
30,849   30,919 -70
54,002   58,722 -4,720
7,936   8,841 -905
25,497   27,582 -2,085
178,683   173,158 5,525
129,570   82,587 46,983
23,538   22,709 829
2,062   2,060 2
30,465   31,616 -1,151
61,285   59,436 1,849
78,400   79,542 -1,142
3,500   4,435 -935
10,100   10,105 -5
3,800   6,378 -2,578
2,700   2,623 77
8,500   8,853 -353
14,900   16,800 -1,900
26,400   26,807 -407
9,800   9,710 90
9,300   9,366 -66
14,700   15,580 -880
25,600   33,630 -8,030
9,509   9,669 -160
5,448   5,932 -484
4,213   4,422 -209
6,247   5,476 771
5,522   6,011 -489
27,100   36,776 -9,676
8,600   9,137 -537
9,600   9,756 -156
8,200   8,539 -339
9,200   10,429 -1,229
19,000   20,884 -1,884
15,633   15,642 -9
9,400   9,833 -433
10,200   13,257 -3,057
3,100   4,035 -935
14,767   9,682 5,085
8,300   9,562 -1,262
19,023   19,505 -482
4,428   5,044 -616
34,062   34,951 -889
9,900   10,795 -895
112,216   130,598 -18,382
111,624   87,306 24,318
185,812   189,271 -3,459
66,197   77,853 -11,656
128,942   93,796 35,146
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
      199,418
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       -1,498
b       -67
c       672
d       -1,816
e       -580
      37,464
      30,370
      -292
      -886
      -25
      -394
      227
      -603
      -1,928
      -920
      -68
      -975
      -1,505
      -564
      -1,826
      -2,661
      -236
      -158
      -3,002
      -4,174
      -1,654
      -4,069
      27,373
      -162
      -5,195
      -28,655
      10,086
      -988
      -6,456
      -70
      -4,720
      -905
      -2,085
      5,525
      46,983
      829
      2
      -1,151
      1,849
      -1,142
      -935
      -5
      -2,578
      77
      -353
      -1,900
      -407
      90
      -66
      -880
      -8,030
      -160
      -484
      -209
      771
      -489
      -9,676
      -537
      -156
      -339
      -1,229
      -1,884
      -9
      -433
      -3,057
      -935
      5,085
      -1,262
      -482
      -616
      -889
      -895
      -18,382
      24,318
      -3,459
      -11,656
      35,146
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 272,463
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 5,471
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 5,471
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,212
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,212
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,741
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,368 RefundedBullet 11 373
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 ofbulletTRUIST BANK Telephone no.bullet (804) 273-7445

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet328919798
    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
     
     
    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
    TRUIST BANK TRUSTEE
    1     		60,208    
    PO BOX 919798
    ORLANDO,FL32891
    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
    7,887,084
    b
    Average of monthly cash balances.......................
    1b
    73,638
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,960,722
    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
    7,960,722
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    119,411
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,841,311
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    392,066
    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
    392,066
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,471
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,471
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    386,595
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    386,595
    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
    386,595
    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 7 386,595
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 335,509
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 370,922
    a Applied to 2020, but not more than line 2a 335,509
    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..... 35,413
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		351,182
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    TRUIST BANK ATTN KARL MCTAGGART
    919 E MAIN ST 7TH FLOOR
    RICHMOND,VA23219
    (804) 782-7114
    bThe form in which applications should be submitted and information and materials they should include:
    INFORMATION IS AVAILABLE FROM KARL MCTAGGARD AT TRUIST BANK
    cAny submission deadlines:
    APPLICATION DEADLINE IS DECEMBER 31ST OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ORG MUST OPERATE PROGRAMS FOR THE NEEDY & NECCESSITOUS CHILDREN OF VA W/ PREFERENCE GIVEN TO ROANOKE
    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
    HEALING STRIDES OF VIRGINIA
    PO BOX 456
    BOONES MILL,VA24065     		NONE PC GENERAL OPERATING 2,500
    COMMUNITY DREAM CENTER
    ATTN REVEREND MICHAEL HARRISON
    PO BOX 388
    COLLINSVILLE,VA24078     		NONE PC GENERAL OPERATING 5,000
    FIRST UNITED METHODIST CHURCH
    ATTNMRS LINDA ADAMS
    146 E MAIN ST
    MARTINSVILLW,VA24112     		NONE PC GENERAL OPERATING 10,000
    HOPETREE FAMILY SERVICES
    ATTNMRS JOANNA COLEMAN
    860 MOUNT VERNON LN
    SALEM,VA24153     		NONE PC GENERAL OPERATING 10,000
    HIGHLANDS CHRISTMAS MOTHER INC
    ATTNMRS KATHLEEN ALL
    PO BOX 242
    COVINGTON,VA24426     		NONE PC GENERAL OPERATING 2,500
    JR ACHIEVEMENT OF SOUTHWEST VA INC
    ATTNMS KATHERIN ELAM
    3433 BRAMBLETON AVE SW SUITE 202 B
    ROANOKE,VA24018     		NONE PC GENERAL OPERATING 4,400
    QUICKSTART TENNIS OF CENTRAL VA
    ATTNMS LYNDA HARRILL
    PO BOX 422
    IVY,VA22945     		NONE PC GENERAL OPERATING 4,000
    SALEM AREA ECUMENICAL MINISTRIES
    ATTN MR GARRY LAUTENSCHLAGER
    PO BOX 737
    SALEM,VA24153     		NONE PC GENERAL OPERATING 6,000
    TAUBMAN MUSEUM OF ART
    ATTNMS VALERIE TENSEN
    110 SALEM AVE SE
    ROANOKE,VA24011     		NONE PC GENERAL OPERATING 10,000
    BOYS & GIRLS CLUBS OF METRO RICHMOND
    ATTNMS AMY ATTICKS
    100 EVERETT STREET 1
    RICHMOND,VA23224     		NONE PC GENERAL OPERATING 5,000
    SML GOOD NEIGHBORS INC
    ATTNMS CYNTHIA DECKER
    PO BOX 2
    MONETA,VA24121     		NONE PC GENERAL OPERATING 2,640
    VA MUSEUM OF NATURAL HISTORY FDN
    ATTNMR RYAN BARBER
    21 STARLING AVENUE
    MARTINSVILLE,VA24112     		NONE PC GENERAL OPERATING 10,000
    W E SKELTON 4-H EDU CONFERENCE CTR AT SM
    ATTN DR J DOUGLAS MCALISTER
    775 HERMITAGE ROAD
    WIRTZ,VA24184     		NONE PC GENERAL OPERATING 8,000
    YOUNG MENS CHRISTIAN ASSOCIATION
    OF VIRGINIAS BLUE RIDGE INC
    PO BOX 2130
    ROANOKE,VA24009     		NONE PC GENERAL OPERATING 10,000
    BOYS HOME OF VIRGINIA
    414 BOYS HOME ROAD
    COVINGTON,VA24426     		NONE PC GENERAL OPERATING 10,000
    GRANDIN THEATRE FOUNDATION
    1310 GRANDIN ROAD SW
    ROANOKE,VA24015     		NONE PC GENERAL OPERATING 3,000
    KIDS SOAR
    305 MOUNTAIN AVE SW
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 10,000
    GRACE NETWORK OF MARTINSVILLE & HENRY CO
    INC
    PO BOX 3902
    MARTINSVILLE,VA24115     		NONE PC GENERAL OPERATING 5,000
    BRADLEY FREE CLINIC
    1240 THIRD STREET
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 10,000
    HENRY COUNTY FOOD PANTRY INC
    3289 RIVERSIDE DRIVE
    BASSETT,VA24055     		NONE PC GENERAL OPERATING 10,000
    PHOEBE NEEDLES CENTER
    732 TURNERS CREEK RD
    CALLAWAY,VA24067     		NONE PC GENERAL OPERATING 10,000
    CHILDRENS ASSISTIVE TECHNOLOGY SERVICE
    12801 MONETA RD
    MONETA,VA24121     		NONE PC GENERAL OPERATING 3,000
    FOOD FOR KIDS
    PO BOX 674
    BEDFORD,VA24523     		NONE PC GENERAL OPERATING 8,280
    ROANOKE AREA MINISTRIES
    824 CAMPBELL AVE SW
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 12,550
    CHILDREN'S TRUST FOUNDATION ROANOKE
    VALLEY INC
    4519 BRAMBLETON AVE
    ROANOKE,VA24018     		NONE PC GENERAL OPERATING 10,000
    MILL MOUNTAIN THEATRE
    ONE MARKET SQUARE
    ROANOKE,VA24011     		NONE PC GENERAL OPERATING 5,000
    FAMILY SERVICE OF ROANOKE VALLEY
    360 CAMPBELL AVENUE
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 10,000
    RESCUE MISSION OF ROANOKE INC
    PO BOX 11525
    ROANOKE,VA240221525     		NONE PC GENERAL OPERATING 10,000
    WEST END CENTER INC
    PO BOX 4562
    ROANOKE,VA24015     		NONE PC GENERAL OPERATING 10,000
    LUTHERAN FAMILY SERVICES OF VIRGINIA
    2609 MCVITTY ROAD
    ROANOKE,VA24018     		NONE PC GENERAL OPERATING 11,650
    CENTER FOR CHRISTIAN ACTION INC
    PO BOX 608
    POCAHONTAS,VA24635     		NONE PC GENERAL OPERATING 7,000
    APPLE RIDGE FARM INC
    PO BOX 13463
    ROANOKE,VA24034     		NONE PC GENERAL OPERATING 15,000
    CHILD HEALTH INVESTMENT PARTNERSHIP
    1201 THIRD STREET SW
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 10,000
    PRESBYTERIAN COMMUNITY CENTER INC
    1228 JAMISON AVE SE
    ROANOKE,VA240131909     		NONE PC GENERAL OPERATING 10,000
    STRAIGHT STREET ROANOKE VALLEY INC
    PO BOX 11411
    ROANOKE,VA24022     		NONE PC GENERAL OPERATING 15,000
    NEW RIVER VALLEY CHILD ADVOCACY
    RESOURCES EDUCATION AND SERVICE
    205 WEST MAIN STREET OFFICE 4
    CHRISTIANSBURG,VA24073     		NONE PC GENERAL OPERATING 7,500
    FEEDING AMERICA SOUTHWEST VIRGINIA
    1025 ELECTRIC ROAD
    SALEM,VA24153     		NONE PC GENERAL OPERATING 10,000
    PLANNED PARENTHOOD SOUTH ATLANTIC
    100 S BOYLAN AVE
    RALEIGH,NC27603     		NONE PC GENERAL OPERATING 7,500
    JEFFERSON CENTER FOUNDATION LTD
    541 LUCK AVENUE SW
    ROANOKE,VA24016     		NONE PC GENERAL OPERATING 10,000
    FAMILY PROMISE OF GREATER ROANOKE
    37 E CLAY STREET
    SALEM,VA24153     		NONE PC GENERAL OPERATING 10,000
    Total .................................bullet 3a 330,520
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 272,463  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 2  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   425,775  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    425,775
    (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:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 5,000     5,000

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620103 DOUBLELINE TOTAL RET    
    921937504 VANGUARD TOTAL BOND 180,046 155,125
    957663677 WESTERN ASSET CORE B 203,375 183,322
    258620566 DOUBLELINE TOTAL RET 311,042 278,510
    464287432 ISHARES 20+ YEAR TRE 111,411 99,248
    54401E457 LORD ABBETT ULTRA SH 183,892 180,051
    722005816 PIMCO INVESTMENT GRA 196,227 167,296

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    92206C680 VANGUARD RUSSELL 100 AT COST 43,971 73,839
    00770G847 JOHCM INTERNATIONAL      
    277902235 EATON VANCE ATLANTA AT COST 369,593 465,193
    722005816 PIMCO INVESTMENT GRA      
    45775L408 T ROWE PRICE LARGE-C AT COST 175,063 214,029
    27826A813 PARAMETRIC DIVIDEND AT COST 157,587 173,921
    74316J540 MUZINICH CREDIT OPPO      
    921075438 VANECK EMERGING MARK AT COST 58,910 54,792
    47103C183 JANUS HENDERSON SMAL      
    92206C714 VANGUARD RUSSELL 100 AT COST 543,769 592,222
    87283A102 T. ROWE PRICE QM US AT COST 175,437 175,530
    00143W859 INVESCO DEVELOPING M AT COST 57,277 63,065
    464287457 ISHARES BARCLAYS 1-3 AT COST 186,620 185,946
    922040100 VANGUARD INSTL INDEX AT COST 477,123 541,190
    09250J734 BLACKROCK EVENT DRIV AT COST 49,393 50,078
    921908844 VANGUARD DIVIDEND AP AT COST 88,955 126,541
    015565369 ALGER SMALL CAP FOCU AT COST 115,372 61,726
    30254T676 FPA CRESCENT FD AT COST 177,661 167,837
    412295107 HARDING LOEVNER INTL      
    464287499 ISHARES RUSSELL MIDC AT COST 173,516 176,199
    464287879 ISHARES S&P SMALLCAP AT COST 110,500 94,728
    78464A607 SPDR DOW JONES REIT AT COST 269,173 257,477
    256210105 DODGE & COX INCOME F AT COST 168,250 158,839
    41664T669 HARTFORD DIVIDEND & AT COST 218,052 190,841
    46137V357 INVESCO S&P 500 EQUA AT COST 180,958 160,808
    46429B663 ISHARES TR CORE HIGH AT COST 226,692 231,993
    46653M849 JOHCM INTERNATIONAL AT COST 561,945 450,955
    47103D728 JANUS HENDERSON SMAL AT COST 165,637 153,053
    64128R608 NEUBERGER BERMAN LON AT COST 159,584 149,808
    74316J532 MUZINICH CREDIT OPPO AT COST 382,770 353,437
    81752T205 WEISS ALTERNATIVE MU AT COST 185,917 169,334

    TY 2021 OtherDecreasesSchedule
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Description Amount
    2021 TRANSACTION POSTED IN 2022 6,825
    ADJUSTMENT TO INCOME 4


    TY 2021 OtherExpensesSchedule
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 3,149 0   3,149
    OTHER ALLOCABLE EXPENSE-INCOME 2,149 0   2,149


    TY 2021 OtherIncomeSchedule2
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 2 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Description Amount
    2020 TRANSACTION POSTED IN 2021 8,528
    ROUNDING 2


    TY 2021 TaxesSchedule
    Name:
    THURMAN FDN FOR CHILDREN-TES TR
    EIN:
    54-6113281
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 8,238 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,212 0   0
    FOREIGN TAXES ON QUALIFIED FOR 2,064 2,064   0
    FOREIGN TAXES ON NONQUALIFIED 39 39   0