TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2021

Open to Public Inspection

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

Name of foundation
THE MT BRILLIANT FAMILY FOUNDATION
(FORMERLY HGG FAMILY FOUNDATION)

Number and street (or P.O. box number if mail is not delivered to street address)3314 HUFFMAN MILL PIKE
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LEXINGTON, KY40511

A Employer identification number

26-1093418

B Telephone number (see instructions)

(859) 293-1991

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$8,262,844J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)	4,000
2	Check .............
3	Interest on savings and temporary cash investments	15		15
4	Dividends and interest from securities...	114,532		114,532
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		315,685
b	Gross sales price for all assets on line 6a 962,768
7	Capital gain net income (from Part IV, line 2)...			315,685
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).......
12	Total. Add lines 1 through 11........	434,232		430,232
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		2,500	1,250	1,250
c	Other professional fees (attach schedule)....		45,991	45,655	336
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		6,991	1,968	23
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		12,245	0	12,245
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	67,727		48,873	13,854
25	Contributions, gifts, grants paid.......	224,706			224,706
26	Total expenses and disbursements. Add lines 24 and 25	292,433		48,873	238,560
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	141,799
b	Net investment income (if negative, enter -0-)			381,359
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	207,682
	2	Savings and temporary cash investments.........	104,655	91,713	91,713
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	3,081,835	3,439,359	8,139,101
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	28,700	28,700	28,700
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	8,803	3,330	3,330
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,431,675	3,563,102	8,262,844
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	3,431,675	3,563,102
	29	Total net assets or fund balances (see instructions).....	3,431,675	3,563,102
	30	Total liabilities and net assets/fund balances (see instructions).	3,431,675	3,563,102

Part III

Analysis of Changes in Net Assets or Fund Balances

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

3,431,675

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

141,799

Other increases not included in line 2 (itemize) bullet

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

3,573,474

Decreases not included in line 2 (itemize) bullet

10,372

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

3,563,102

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation
1 a	WILMINGTON TRUST - PUBLICLY TRADED SECURITIES	P
b	STIFEL TRUST - PUBLICLY TRADED SECURITIES	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	56,069	39,781	16,288
b	906,699	607,302	299,397
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			16,288
b			299,397
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	315,685
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	5,301
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	5,301
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	3,529
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	5,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	8,529
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,228
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax3,228	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

N/A

The books are in care of bullet

THE MT BRILLIANT FAMILY FDTN Telephone no. bullet

(859) 293-1991

Located at bullet

3314 HUFFMAN MILL PIKELEXINGTONKY ZIP+4 bullet

40511

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

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

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

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

16 No

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

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years bullet

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
HANNAH JANE GOODMAN	DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	DIRECTOR 1.00	0	0	0
HAROLD G GOODMAN	DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	DIRECTOR 1.00	0	0	0
HUTTON GREGORY GOODMAN	CHAIRMAN, DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	CHAIRMAN, DIRECTOR 1.00	0	0	0
REBECCA GOODMAN	TREASURER, DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	TREASURER, DIRECTOR 1.00	0	0	0
MARY JANE GOODMAN ROSENSTEIN	DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	DIRECTOR 1.00	0	0	0
H VITERBO GOODMAN	DIRECTOR 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	DIRECTOR 1.00	0	0	0
GAY BREDIN	SECRETARY 1.00	0	0	0
3314 HUFFMAN MILL PIKE LEXINGTON,KY40511	SECRETARY 1.00	0	0	0

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


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

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)

Page 8

Part IX

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

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

purposes:

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

7,258,008

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

211,358

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

28,700

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

7,498,066

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

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

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

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

7,498,066

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

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

112,471

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

7,385,595

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

369,280

Part X

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

and do not complete this part.)

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

369,280

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

5,301

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

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

5,301

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

363,979

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

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

363,979

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

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

363,979

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					363,979
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	669,756
b From 2017......	878,462
c From 2018......	741,836
d From 2019......	790,719
e From 2020......	173,347
f Total of lines 3a through e ........		3,254,120
4Qualifying distributions for 2021 from Part
XI, line 4: $ 238,560
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					238,560
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		125,419			125,419
(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		3,128,701
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		544,337
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		2,584,364
10 Analysis of line 9:
a Excess from 2017....	878,462
b Excess from 2018....	741,836
c Excess from 2019....	790,719
d Excess from 2020....	173,347
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

HUTTON GREGORY GOODMAN

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

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

Check here bullet

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

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

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

cAny submission deadlines:

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

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN HEART ASSOCIATION 354 WALLER AVE 110 LEXINGTON,KY40504	N/A	PC	GENERAL SUPPORT	10,000
FAYETTE ALLIANCE FOUNDATION 169 N LIMESTONE SUITE 1B LEXINGTON,KY40507	N/A	PC	GENERAL SUPPORT	800
GRAYSON JOCKEY CLUB RESEARCH FOUNDATION 821 CORPORATE DRIVE LEXINGTON,KY40503	N/A	PC	GENERAL SUPPORT	10,000
KENTUCKY EQUINE EDUCATION PROJECT 2560 RICHMOND ROAD SUITE 200 LEXINGTON,KY40509	N/A	PC	GENERAL SUPPORT	10,000
KENTUCKY HORSE PARK FOUNDATION 4089 IRON WORKS PARKWAY LEXINGTON,KY405118400	N/A	PC	GENERAL SUPPORT/BATTLE IN THE SADDLE CALCUTTA	7,375
LEXARTS INC 161 NORTH MILL STREET LEXINGTON,KY40507	N/A	PC	GENERAL SUPPORT	7,500
SAYRE SCHOOL 194 NORTH LIMESTONE LEXINGTON,KY40507	N/A	PC	GENERAL SUPPORT/DEBT REDUCTION/WHITE FAMILY SCHOLARS	82,211
SHEPHERDS HOUSE 635 MAXWELTON COURT LEXINGTON,KY40508	N/A	PC	GENERAL SUPPORT	5,000
THE RACE FOR EDUCATION 2560 RICHMOND ROAD SUITE 200 LEXINGTON,KY40509	N/A	PC	GENERAL SUPPORT	15,900
UK MARKEY CANCER FOUNDATION 800 ROSS STREET CC160 LEXINGTON,KY40536	N/A	PC	GENERAL SUPPORT	30,880
UNIVERSITY OF KENTUCKY HEALTHCARE 1400 NICHOLASVILLE RD LEXINGTON,KY40503	N/A	PC	STAFF RESILIENCY FUND	15,040
UNIVERSITY OF KENTUCKY WM B STURGILL PHILANTHROPY BUILDING LEXINGTON,KY405060015	N/A	PC	GENERAL SUPPORT	30,000
Total ................................. 3a				224,706

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	15
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	315,685
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		430,232	0

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

430,232

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2021)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	2,500	1,250		1,250

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBOTT LABS, 950 SHS	26,430	133,703
ABBVIE INC., 850 SHS	25,530	115,090
ADOBE,INC., 200 SHS	92,905	113,412
AERCAP HOLDINGS NV, 245 SHS	12,662	16,028
AIR PRODUCTS & CHEMICALS, 150 SHS	11,365	45,639
ALPHABET INC, 121 SHS	126,695	350,124
ALTRIA GROUP INC., 1,500 SHS	35,000	71,085
AMAZON COM INC., 106 SHS	305,223	353,440
ANTHEM INC, 93 SHS	26,614	43,109
AON PLC, 173 SHS	24,995	51,997
APPLE, INC., 3,700 SHS	31,927	657,009
AUTOMATIC DATA PROCESSING, 475 SHS	19,785	117,125
BLACKROCK, INC., 200 SHS	45,172	183,112
BROADRIDGE FINANCIAL SOLUTIONS, 350 SHS	43,768	63,987
CANADIAN PACIFIC RAILWAY LTD, 1,250 SHS	28,788	89,925
CAPITAL ONE FINL, 128 SHS	8,778	18,571
CHARTER COMMUNICATIONS INC, 24 SHS	6,238	15,647
CHEVRON CORPORATION, 900 SHS	78,674	105,615
CHUBB LTD, 600 SHS	65,715	115,986
CITIGROUP INC, 819 SHS	46,247	49,459
CLARIVATE PLC ORD, 1,350 SHS	31,941	31,752
COCA COLA COMPANY, 2,900 SHS	91,879	171,709
COMCAST CORPORATION, 3,372 SHS	92,937	169,713
CONOCOPHILLIPS, 450 SHS	21,181	32,481
DISH NETWORK CORP, 682 SHS	27,866	22,124
DISNEY WALT CO, 827 SHS	42,589	128,094
EVOLUTION, 83 SHS	10,354	11,791
EXXON-MOBIL CORPORATION, 1,400 SHS	98,566	85,666
GENERAL ELECTRIC CO COM, 530 SHS	38,369	50,069
GENERAL MTRS CO, 422 SHS	14,144	24,742
GOLDMAN SACHS GROUP, INC., 143 SHS	29,225	54,706
HILTON WORLDWIDE HLDGS INC., 274 SHS	18,411	42,741
INTERCONTINENTAL EXCHANGE, INC., 500 SHS	47,243	68,385
INTUIT INC. COM, 225 SHS	88,125	144,725
JOHNSON & JOHNSON, 1,000 SHS	63,433	171,070
JPMORGAN CHASE, 1,000 SHS	38,916	158,350
KINDER MORGAN INC., 1,000 SHS	30,647	15,860
LAUDER ESTEE COS, INC., 700 SHS	34,731	259,140
LIBERTY BROADBAND CORP, 309 SHS	29,228	49,780
LINDE PLC, 325 SHS	53,126	112,590
LYONDELLBASELL INDUSTRIES, 115 SHS	4,762	10,606
MARRIOTT INTL INC, 802 SHS	94,458	132,522
MASTERCARD INC, 300 SHS	103,851	107,796
MCDONALDS CORP, 800 SHS	62,847	214,456
MERCK & CO INC., 650 SHS	20,186	49,816
META PLATFORM, INC. , 1,142 SHS	137,608	384,112
MICROSOFT CORPORATION, 1,971 SHS	107,872	662,887
MONDELEZ INTERNATIONAL INC., 1,000 SHS	21,064	66,310
MORGAN STANLEY, 541 SHS	29,390	53,105
NASPERS LTD SPONSORED ADR, 164 SHS	6,699	5,080
NESTLE SA, 1,000 SHS	51,675	139,867
NETFLIX INC, 102 SHS	40,065	61,449
NIKE INC., 525 SHS	42,876	87,502
NOVO-NORDISK, 1,250 SHS	20,131	140,000
OTIS WORLDWIDE CORP, 250 SHS	9,889	21,767
PEPSICO, INC., 600 SHS	41,813	104,226
PHILIP MORRIS INT'L INC., 1,500 SHS	82,283	142,500
PHILLIPS 66, 225 SHS	6,295	16,304
PROCTER & GAMBLE COMPANY, 900 SHS	56,420	147,222
PROGRESSIVE CORP, 550 SHS	48,835	56,457
PROSUS N V SPONSORED ADR, 731 SHS	11,925	12,225
RAYTHEON TECHNOLOGIES CORP, 500 SHS	22,004	43,030
ROCHE HOLDING AG, 1,550 SHS	32,896	80,614
S&P GLOBAL INC., 175 SHS	44,236	82,588
SAFRAN S A SPON ADR, 600 SHS	19,807	18,365
SHERWIN WILLIAMS CO., 300 SHS	52,093	105,648
TARGET CORPORATION, 400 SHS	20,787	92,576
TEXAS INSTRUMENTS INC., 750 SHS	22,349	141,352
UNION PACIFIC CORP, 400 SHS	32,425	100,772
UNITEDHEALTH GROUP INC., 314 SHS	70,823	157,672
VISA INC., 567 SHS	111,287	122,875
WELLS FARGO & CO, 741 SHS	19,156	35,553
WILLIS TOWERS WATSON PUB LTD, 78 SHS	17,389	18,524
WOODWARD INC, 71 SHS	7,741	7,772

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
PAINTING (INVESTMENT)	AT COST	25,000	25,000
SCULPTURE (INVESTMENT)	AT COST	3,700	3,700

- TIN:

TY 2021 OtherAssetsSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DEPOSIT IN TRANSIT	8,803	3,330	3,330

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Description	Amount
COST BASIS ADJUSTMENT	1,568
PRIOR PERIOD ADJUSTMENT	8,804

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER OPERATING	12,245	0		12,245

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT FEES	45,318	45,318		0
PROFESSIONAL FEES	673	337		336

- TIN:

TY 2021 TaxesSchedule

Name:

THE MT BRILLIANT FAMILY FOUNDATION

(FORMERLY HGG FAMILY FOUNDATION)

EIN:

26-1093418

Category	Amount	Net Investment Income	Disbursements for Charitable Purposes
FOREIGN TAXES	1,961	1,961	0
FEDERAL EXCISE TAX	5,000	0	0
KY ANNUAL FILING FEES	15	0	15
BANK FEES	15	7	8