Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE W DUKE KIMBRELL FAMILY FOUNDATION
CO JULIA B SINGH
Number and street (or P.O. box number if mail is not delivered to street address)531 COTTON BLOSSOM CIRCLE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GASTONIA, NC28054
A Employer identification number

20-3390787
B Telephone number (see instructions)

(704) 874-5105
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$42,906,392J 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) 6,814,706
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 621,393 621,393  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,139,940
b Gross sales price for all assets on line 6a 17,565,729
7 Capital gain net income (from Part IV, line 2)... 2,139,940
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)....... Click to see attachment 94,063    
12 Total. Add lines 1 through 11........ 9,670,102 2,761,333  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,200     7,200
c Other professional fees (attach schedule).... Click to see attachment 90,049 90,049    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,553 1,553    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 125,802 91,602   7,200
25 Contributions, gifts, grants paid....... 1,593,731 1,593,731
26 Total expenses and disbursements. Add lines 24 and 25 1,719,533 91,602   1,600,931
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 7,950,569
b Net investment income (if negative, enter -0-) 2,669,731
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.............      
2 Savings and temporary cash investments......... 567,292 444,212 444,212
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) 2,174,611 Click to see attachment1,932,834 1,994,724
b Investments—corporate stock (attach schedule)....... 10,684,312 Click to see attachment13,912,031 19,922,110
c Investments—corporate bonds (attach schedule)....... 10,068,414 Click to see attachment10,172,348 10,295,563
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,227,036 Click to see attachment9,210,809 10,249,783
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) 27,721,665 35,672,234 42,906,392
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........ 27,721,665 35,672,234
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)..... 27,721,665 35,672,234
30 Total liabilities and net assets/fund balances (see instructions). 27,721,665 35,672,234
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
27,721,665
2
Enter amount from Part I, line 27a .....................
2
7,950,569
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
35,672,234
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
35,672,234
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 MARKETABLE SECURITIES P 2000-01-01 2021-12-31
b Capital Gain Dividends      
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 17,194,628   15,425,789 1,768,839
b       371,101
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       1,768,839
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 2,139,940
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  
3 Add lines 1 and 2........................... 3 37,109
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 37,109
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 39,930
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 49,930
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8  
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 12,821
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet12,821 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletJULIA B SINGH Telephone no.bullet (704) 874-5105

    Located atbullet531 COTTON BLOSSOM CIRCLEGASTONIANC ZIP+4bullet28054
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    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
    JULIA B SINGH FOUNDATION DIR
    0.00     		0    
    531 COTTON BLOSSOM CIRCLE
    GASTONIA,NC28054
    PAMELA K WARLICK FAMILY DIRECTOR
    0.00     		0    
    531 COTTON BLOSSOM CIRCLE
    GASTONIA,NC28054
    SHEPARD K HALSCH FAMILY DIRECTOR
    0.00     		0    
    531 COTTON BLOSSOM CIRCLE
    GASTONIA,NC28054
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    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
    36,390,877
    b
    Average of monthly cash balances.......................
    1b
    476,601
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,867,478
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    36,867,478
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    553,012
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    36,314,466
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,815,723
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,815,723
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    37,109
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    37,109
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,778,614
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,778,614
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,778,614
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,778,614
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 222,290
    f Total of lines 3a through e ........ 222,290
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,600,931
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,600,931
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 177,683 177,683
    (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 44,607
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		44,607
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 44,607
    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
    GASTON DAY SCHOOL
    2001 GASTON DAY SCHOOL ROAD
    GASTONIA,NC28056     		NONE PC TAX EXEMPT EDUCATIONAL PURPOSE OF THE SCHOOL 205,398
    GASTON COMMUNITY FOUNDATION
    PO BOX 123
    GASTONIA,NC28053     		NONE PC EXEMPT CHARITABLE PURPOSE OF THE ORGANIZATION 1,000,000
    GASTON COLLEGE FOUNDATION
    201 US-321
    DALLAS,NC28034     		NONE PC TAX EXEMPT EDUCATIONAL PURPOSE OF THE ORGANIZATION 333,333
    WOODS SERVICES
    40 MARTIN GROSS DR
    LANGHOME,PA19047     		NONE PC GENERAL TAX EXEMPT PURPOSE OF THE ORGANIZATION 5,000
    CAROLINA THREAD TRAIL
    4530 PARK RD SUITE 420
    CHARLOTTE,NC28209     		NONE PC GENERAL TAX EXEMPT PURPOSE OF THE ORGANIZATION 50,000
    Total .................................bullet 3a 1,593,731
    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 2,139,940  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINVESTMENT PARTNERSHIPS     		    14 94,063  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   2,855,396  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,855,396
    (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: 21013475
    Software Version: 2021v4.0


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE W DUKE KIMBRELL FAMILY FOUNDATION
    CO JULIA B SINGH
    Employer identification number

    20-3390787
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE W DUKE KIMBRELL FAMILY FOUNDATION
    CO JULIA B SINGH         		Employer identification number
    20-3390787
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    DOROTHY RHYNE KIMBRELL ESTATE
    531 COTTON BLOSSOM CIRCLE
     
    GASTONIA, NC28054

    		$ 6,814,706


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE W DUKE KIMBRELL FAMILY FOUNDATION
    CO JULIA B SINGH         		Employer identification number

    20-3390787
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE W DUKE KIMBRELL FAMILY FOUNDATION
    CO JULIA B SINGH         		Employer identification number

    20-3390787
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.0

    TY 2021 AccountingFeesSchedule
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX PREPARATION 7,200 0 0 7,200

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JB HUNT TRANSPORT 65,574 70,658
    VERISK ANALYTICS 65,679 69,838
    BROWN ADVISORY MORT SEC 2,127,565 2,225,488
    ARTISAN HIGH INCOME FUND 726,652 724,740
    BROWN ADV TOTAL RETURN 1,673,909 1,643,503
    JPMBB COMM MORT SECS 07/15/2048 9,973 10,376
    SANTANDER DRIVE AUTO 2,891 2,896
    CVS HEALTH 4.300 3/25/28 67,669 72,942
    CONSERVATION FUND 3.474 12/15/29 65,000 68,602
    NEXTERA ENERGY 4.800 12/1/77 27,420 31,954
    ARTISAN HIGH INCOME 121,670 122,595
    METROPOLITAN WEST TR BOND I 225,000 220,395
    METROPOLITAN WEST TR BOND I 2,135,824 2,093,603
    PVH CORPORATION 4.625 7/10/25 70,438 70,788
    DRIVE AUTO RECEIVABLES TRUST 2.36 165,053 166,313
    DOLLAR GENERAL 3.875 4/15/27 72,910 71,282
    DARDEN RESTAURANTS 3.85 5/1/27 62,954 70,364
    AMPHENOL CORP 2.80 2/15/30 65,741 66,978
    CONSOLIDATED EDISON 3.35 4/1/30 30,277 32,262
    SYSCO CORP 5.95 4/1/30 71,605 81,133
    BOOKING HOLDINGS 4.625 4/13/30 30,565 35,062
    EXELON CORP 4.05 4/15/30 65,738 72,219
    VF CORP 2.95 4/23/30 65,857 67,421
    VULCAN MATERIALS 3.50 6/1/30 64,918 70,207
    CROWN CASTLE INTL 3.30 7/1/30 64,661 68,563
    XYLEM INC 2.25 1/30/31 64,857 64,417
    LEAR CORP 4.25 5/15/29 67,170 71,597
    FORTIS INC 3.055 10/4/26 69,954 67,662
    GM FIN AUTO LEAS TR VAR 84,987 84,292
    CARMAX AUTO OWN VAR 44,998 44,537
    CARMAX AUTO OWN TR 1.38 64,996 63,745
    VERIZON COMMUNICATIONS 3.875 72,648 72,031
    HASBRO INC 3.900 11/19/29 64,875 66,152
    BP CAP MARKETS 3.633 4/6/30 65,447 71,716
    ALEXANDRIA REAL ESTATE 4.90 12/15/30 66,103 66,065
    BRUNSWICK CORP 2.429 8/18/31 64,877 62,325
    PERKINELMER INC 2.25 9/15/31 64,920 63,203
    PHYSICIANS RLTY LP SR GLBL 2.625 11/1/31 64,961 64,936
    MICRON TECHNOLOGY 2.703 4/15/32 64,999 65,073
    ENTERPRISE PRODUCTS OPER 4.875 8/16/77 64,269 60,934
    BROWN ADV TOTAL RETURN INS 1,036,744 1,076,696

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CROWN CASTLE INTL 32,019 65,544
    EDGEWOOD GROWTH FD 984,351 2,085,579
    ALPHABET INC CL A 8,486 28,970
    ALPHABET INC CL C 10,777 37,617
    AMERIPRISE FINL INC 11,645 28,658
    ANTHEM INC 8,985 21,323
    APPLE INC 8,467 41,907
    BANK OF AMERICA 14,825 27,539
    BERKSHIRE HATHAWAY INC CL B 18,874 33,787
    CARMAX INC 82,586 172,685
    EDWARDS LIFESCIENCES CORP 8,213 33,813
    J P MORGAN CHASE CO 14,294 25,178
    LOWES CO INC 9,433 29,725
    MASTERCARD INC 12,755 40,962
    MICROSOFT CORP 15,999 67,600
    TJX COMPANIES INC 8,536 12,679
    UNITED RENTALS INC 5,411 14,953
    UNITEDHEALTH GROUP INC    
    VISA INC CLASS A 17,067 41,608
    WALT DISNEY CO 8,768 12,081
    ACCENTURE PLC CL A 5,078 17,411
    CANADIAN NTL RY CO 5,738 9,583
    NOMAD FOODS LTD 9,985 15,513
    SUNCOR ENERGY INC 17,174 15,093
    AMAZON COM INC 123,345 173,386
    BOOKING HOLDINGS INC 17,585 23,992
    KKR CO INC A 7,887 22,574
    SBA COMMUNICATIONS CORP 6,458 15,172
    ALIBABA GROUP HOLDING LTD 12,051 9,503
    TAIWAN SEMICONDUCTOR 9,879 21,415
    AKRE FOCUS FUND 2,064,600 2,761,119
    AGILENT TECHNOLOGIES 4,866 10,218
    PAYPAL HOLDINGS 3,804 16,595
    STERICYCLE 8,709 10,020
    LOWES CO INC 73,025 204,199
    MERCK CO 48,690 62,155
    UNITEDHEALTH GROUP 116,470 237,512
    AKRE FOCUS FUND 271,383 383,559
    BROWN ADV GLOBAL LDRS INST 159,888 230,772
    EDGEWOOD GROWTH FUND 111,667 302,726
    AGILENT TECHNOLOGIES 38,316 70,086
    ALPHABET CL A 75,711 191,205
    ALPHABET CL C 100,890 254,636
    AMAZON 17,677 26,675
    AMERIPRISE 92,554 197,889
    ANTHEM 70,084 147,869
    APPLE 84,318 285,888
    BANK OF AMERICA 115,152 188,638
    BERKSHIRE HATHAWAY CL B 143,366 232,024
    BOOKING HOLDINGS 130,438 167,946
    CARMAX 10,865 25,134
    CROWN CASTLE 4,260 9,602
    EDWARDS LIFESCIENCES 78,902 233,449
    J P MORGAN CHASE 109,480 173,077
    KKR CO INC 67,363 155,184
    MASTERCARD 116,895 282,066
    MICROSOFT 155,828 463,113
    PAYPAL HOLDINGS 46,725 113,337
    SBA COMMUNICATIONS 51,114 105,035
    STERICYCLE 62,962 68,586
    TJX COMPANIES 61,043 87,156
    UNITED RENTALS 47,708 103,674
    VISA INC 146,682 287,141
    WALT DISNEY 65,195 82,556
    ACCENTURE 39,913 118,976
    ALIBABA GROUP HOLDING 83,401 64,978
    CANADIAN NATL RY CO 43,637 66,222
    NOMAD FOODS 73,458 106,384
    SUNCOR ENERGY 109,675 103,774
    TAIWAN SEMICONDUCTOR 79,050 147,500
    MERCK CO 7,998 9,044
    BA BEUTL GDMAN LRG CAP INST 316,675 327,651
    BA BEUTL GDMAN LRG CAP INST 2,275,000 2,337,412
    ANALOG DEVICES 55,818 95,443
    BLACKSTONE GROUP CL A 32,621 100,536
    BRIGHT HORIZONS 74,090 73,262
    CARRIER GLOBAL CORP 58,708 125,132
    INTUIT INC 51,008 125,428
    OTIS WORLDWIDE 52,500 72,007
    ANALOG DEVICES 7,155 13,886
    BLACKSTONE GROUP CL A 4,592 14,621
    BRIGHT HORIZONS 10,517 10,700
    CARRIER GLOBAL 7,019 18,225
    INTUIT 6,119 18,653
    OTIS WORLDWIDE 7,240 10,535
    UNITEDHEALTH GROUP 14,798 34,648
    BROWN ADV GLOBAL LDRS 1,000,000 1,012,043
    ISHARES MSCI ACWI ETF 2,573,833 2,830,355
    BED BATH & BEYOND INC 70,094 44,615
    CIT GROUP INC 43,520 52,007
    FIRST CITZNS BANCSHARES INC 48,597 53,110
    META PLATFORMS INC 88,137 204,837
    PINTEREST INC 96,267 62,340
    T MOBILE US INC 67,767 62,745
    BED BATH & BEYOND 10,898 6,488
    CIT GROUP INC 6,098 7,598
    FIRST CITZNS BANCSHARES CL A 6,888 7,469
    META PLATFORMS INC 12,676 29,935
    PINTEREST INC 14,134 9,051
    T MOBILE 9,998 9,162
    ISHARES MSCI ACWI 198,831 218,647

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    US Government Securities - End of Year Book Value:

    1,894,380
    US Government Securities - End of Year Fair Market Value:

    1,952,906
    State & Local Government Securities - End of Year Book Value:


    38,454
    State & Local Government Securities - End of Year Fair Market Value:


    41,818


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CANTILLON GLOBAL EQUITY AT COST 1,900,000 2,517,586
    CANTILLON GLOBAL EQUITY AT COST 350,000 428,399
    HILLHOUSE CHINA VAL FD-SRS 1 AT COST 125,000 135,596
    HILLHOUSE CHINA VAL FD-SRS 1 AT COST 850,000 922,051
    BLACKSTONE REAL ESTATE INC TR AT COST 3,000,000 3,185,181
    BLACKSTONE REAL ESTATE INC TR AT COST 450,000 481,896
    VIKING LONG FUND AT COST 200,000 201,626
    LEXINGTON PARTNERS AT COST 227,261 6,487
    ENERGY CAP MEZZANINE AT COST 217,225 91,268
    HAYFIN DIRECT LENDING AT COST 384,166 181,565
    CRESCENT MEZZANINE PARTNERS AT COST 169,371 175,218
    VIKING LONG FUND AT COST 850,000 1,356,096
    DRA GROWTH & INCOME FUND IX AT COST 378,269 442,132
    YUKON CAPITAL PARTNERS III AT COST 109,517 124,682

    TY 2021 OtherIncomeSchedule2
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT PARTNERSHIPS 94,063    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 90,049 90,049 0 0


    TY 2021 SubstantialContributorsSch
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name Address
    DOROTHY RHYNE KIMBRELL ESTATE 531 COTTON BLOSSOM CIRCLE
    GASTONIA,NC28054


    TY 2021 TaxesSchedule
    Name:
    THE W DUKE KIMBRELL FAMILY FOUNDATION
     
    CO JULIA B SINGH
    EIN:
    20-3390787
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL INCOME TAX PAYMENT 27,000      
    FOREIGN INCOME TAX 1,553 1,553