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
M BOOKMAN PETERS CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD 3RD FL
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

46-5272564
B Telephone number (see instructions)

(979) 776-3267
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$1,680,738J 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) 203,359
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 28,709 28,709  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 149,904
b Gross sales price for all assets on line 6a 694,962
7 Capital gain net income (from Part IV, line 2)... 149,904
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........ 381,972 178,613  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 21,445 16,084   5,361
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 300 0   300
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,096 1,096   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8 8   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 22,849 17,188   5,661
25 Contributions, gifts, grants paid....... 47,000 47,000
26 Total expenses and disbursements. Add lines 24 and 25 69,849 17,188   52,661
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 312,123
b Net investment income (if negative, enter -0-) 161,425
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......... 29,925 52,728 52,728
3 Accounts receivable bullet376
Less: allowance for doubtful accounts bullet   354 376 376
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 312,040 Click to see attachment440,922 651,709
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 675,468 Click to see attachment835,579 975,925
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) 1,017,787 1,329,605 1,680,738
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 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........ 1,017,787 1,329,605
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,017,787 1,329,605
30 Total liabilities and net assets/fund balances (see instructions). 1,017,787 1,329,605
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
1,017,787
2
Enter amount from Part I, line 27a .....................
2
312,123
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
60
4
Add lines 1, 2, and 3 ..........................
4
1,329,970
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
365
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,329,605
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 ABBVIE INC P 2020-12-10 2021-10-26
b ABBVIE INC P 2020-12-10 2021-02-23
c AMGEN INC P 2020-10-21 2021-10-12
d AMGEN INC P 2021-07-06 2020-10-21
e BLACKSTONE INC P 2020-05-12 2021-02-23
META PLATFORMS INC P 2021-04-08 2021-10-26
GOLDMAN SACHS ACTIVEBETA P 2021-07-26 2021-10-26
HASBRO INC P 2021-10-26 2021-04-08
INTERPUBLIC GROUP COS INC P 2020-11-02 2021-10-26
INTERPUBLIC GROUP COS INC P 2020-11-02 2021-02-23
INVESCO OPTIMUM YIELD DIVERS P 2020-04-03 2021-02-23
ISHARES CORE S&P SMALL-CAP P 2021-03-25 2021-10-26
ORGANON & CO P 2020-07-20 2021-06-14
ORGANON & CO P 2020-07-20 2021-06-28
PIMCO COMMODITY REAL RET STRAT P 2021-07-27 2021-10-26
PGIM HIGH YIELD P 2020-05-13 2021-03-25
PGIM HIGH YIELD P 2020-09-28 2021-03-25
SYSCO CORP P 2020-04-03 2021-02-23
VANGUARD FTSE EMERGING MARKETS P 2021-03-25 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2021-07-26 2021-10-19
VISA INC P 2020-03-17 2021-02-23
WASTE MANAGEMENT INC P 2020-03-04 2021-02-23
EATON CORP PLC P 2020-11-03 2021-10-26
EATON CORP PLC P 2020-11-03 2021-02-23
GARMIN LTD P 2020-05-29 2021-02-23
FLEX LTD P 2021-10-19 2021-11-19
AT&T INC P 2018-03-07 2021-02-23
AT&T INC P 2018-04-10 2021-02-23
AT&T INC P 2019-10-17 2021-04-08
AT&T INC P 2018-11-01 2021-04-08
AT&T INC P 2018-11-15 2021-04-08
AT&T INC P 2019-11-06 2021-04-08
AT&T INC P 2018-04-10 2021-04-08
AT&T INC P 2020-04-03 2021-04-08
AT&T INC P 2018-07-12 2021-04-08
AT&T INC P 2019-08-16 2021-04-08
ALPHABET INC P 2015-02-27 2021-02-23
ALPHABET INC P 2015-03-26 2021-02-23
AMGEN INC P 2020-09-14 2021-10-12
APPLE INC P 2015-03-26 2021-10-26
APPLE INC P 2015-03-26 2021-02-11
APPLE INC P 2015-03-26 2021-02-23
BLACKROCK INC P 2015-12-18 2021-10-26
BLACKROCK INC P 2017-02-28 2021-12-17
BLACKROCK INC P 2015-03-26 2021-02-23
BLACKSTONE INC P 2020-05-12 2021-10-21
BLACKSTONE INC P 2020-05-12 2021-10-26
BLACKSTONE INC P 2020-05-12 2021-12-17
BLACKSTONE INC P 2020-05-12 2021-08-30
BOEING CO P 2015-12-18 2021-10-26
BOEING CO P 2015-12-18 2021-02-23
BROADCOM INC P 2019-08-13 2021-10-26
BROADCOM INC P 2019-07-03 2021-02-11
BROADCOM INC P 2019-07-03 2021-02-23
BROADCOM INC P 2019-07-03 2021-03-25
CVS HEALTH CORPORATION P 2018-03-07 2021-10-26
CVS HEALTH CORPORATION P 2017-02-28 2021-02-23
CVS HEALTH CORPORATION P 2018-03-07 2021-02-23
CELANESE CORP P 2015-02-27 2021-10-26
CELANESE CORP P 2015-02-27 2021-02-23
CISCO SYSTEMS INC P 2015-03-26 2021-10-26
CISCO SYSTEMS INC P 2015-02-27 2021-02-23
CISCO SYSTEMS INC P 2015-03-26 2021-02-23
CISCO SYSTEMS INC P 2015-03-26 2021-08-30
CITIGROUP INC. P 2015-12-18 2021-10-26
CITIGROUP INC. P 2015-03-26 2021-10-26
CITIGROUP INC. P 2015-02-27 2021-02-23
CITIGROUP INC. P 2015-03-26 2021-02-23
COGNIZANT TECH SOLUTIONS CRP P 2017-02-28 2021-10-26
COGNIZANT TECH SOLUTIONS CRP P 2017-02-28 2021-02-23
COGNIZANT TECH SOLUTIONS CRP P 2016-07-18 2021-02-23
DIAGEO PLC-ADR P 2015-12-18 2021-10-21
DIAGEO PLC-ADR P 2016-07-18 2021-10-21
DIAGEO PLC-ADR P 2016-07-18 2021-10-26
DIAGEO PLC-ADR P 2015-12-18 2021-02-23
DIAGEO PLC-ADR P 2015-03-26 2021-02-23
WALT DISNEY CO P 2015-03-26 2021-10-26
WALT DISNEY CO P 2015-03-26 2021-02-23
ELECTRONIC ARTS INC P 2019-02-15 2021-10-26
ELECTRONIC ARTS INC P 2018-12-24 2021-02-23
FIDELITY NATL INFORMATION SVCS P 2019-06-11 2021-10-26
FIDELITY NATL INFORMATION SVCS P 2019-06-11 2021-02-23
HAIN CELESTIAL GROUP INC P 2018-12-24 2021-10-26
HAIN CELESTIAL GROUP INC P 2018-12-24 2021-02-23
HAIN CELESTIAL GROUP INC P 2017-02-28 2021-02-23
INTEL CORP P 1996-03-19 2021-12-16
INVESCO OPTIMUM YIELD DIVERS P 2020-04-03 2021-07-26
INVESCO OPTIMUM YIELD DIVERS P 2020-05-12 2021-07-26
ISHARES CORE U.S. AGGREGATE P 2020-02-13 2021-10-26
ISHARES CORE U.S. AGGREGATE P 2020-02-13 2021-07-26
ISHARES CORE U.S. AGGREGATE P 2019-09-26 2021-07-26
ISHARES S&P MID-CAP 400 GROWTH P 2015-02-27 2021-02-23
ISHARES S&P MID-CAP 400 GROWTH P 2015-02-27 2021-03-25
ISHARES S&P MID-CAP 400 GROWTH P 2015-03-26 2021-02-25
ISHARES S&P MID-CAP 400 GROWTH P 2015-12-18 2021-07-26
ISHARES S&P MID-CAP 400 GROWTH P 2017-02-28 2021-07-26
ISHARES S&P MID-CAP 400 GROWTH P 2015-03-26 2021-07-26
ISHARES S&P MID-CAP 400 GROWTH P 2020-04-03 2021-07-26
ISHARES RUSSELL 2000 ETF P 2018-03-07 2021-10-19
ISHARES RUSSELL 2000 ETF P 2018-03-07 2021-10-26
ISHARES RUSSELL 2000 ETF P 2019-10-17 2021-12-13
ISHARES RUSSELL 2000 ETF P 2020-02-13 2021-12-13
ISHARES RUSSELL 2000 ETF P 2018-03-07 2021-12-13
ISHARES RUSSELL 2000 ETF P 2020-04-03 2021-12-13
ISHARES RUSSELL 2000 ETF P 2018-03-07 2021-07-26
ISHARES S&P MID-CAP 400 VALUE P 2015-12-18 2021-10-19
ISHARES S&P MID-CAP 400 VALUE P 2015-03-26 2021-10-19
ISHARES S&P MID-CAP 400 VALUE P 2015-12-18 2021-10-26
ISHARES S&P MID-CAP 400 VALUE P 2015-03-26 2021-02-23
ISHARES S&P MID-CAP 400 VALUE P 2015-03-26 2021-03-25
ISHARES CORE MSCI EMERGING ETF P 2018-09-25 2021-10-26
JPMORGAN CHASE & CO P 2015-03-26 2021-10-26
JPMORGAN CHASE & CO P 2015-02-27 2021-02-23
JPMORGAN CHASE & CO P 2015-03-26 2021-02-23
LAM RESEARCH CORP P 2018-11-15 2021-10-26
LAM RESEARCH CORP P 2018-10-01 2021-02-11
LAM RESEARCH CORP P 2018-08-02 2021-02-11
LAM RESEARCH CORP P 2018-10-01 2021-02-23
LAM RESEARCH CORP P 2018-11-15 2021-04-08
LAS VEGAS SANDS CORP P 2015-12-18 2021-10-26
LAS VEGAS SANDS CORP P 2016-07-18 2021-10-26
LAS VEGAS SANDS CORP P 2015-12-18 2021-02-23
LAS VEGAS SANDS CORP P 2015-03-26 2021-02-23
ELI LILLY & CO P 2017-02-28 2021-10-26
ELI LILLY & CO P 2017-02-28 2021-02-23
ELI LILLY & CO P 2017-02-28 2021-07-06
MANULIFE FINANCIAL CORP P 2018-12-24 2021-10-26
MANULIFE FINANCIAL CORP P 2019-07-31 2021-10-26
MANULIFE FINANCIAL CORP P 2015-12-18 2021-02-11
MANULIFE FINANCIAL CORP P 2016-07-18 2021-02-11
MANULIFE FINANCIAL CORP P 2018-12-24 2021-02-23
MANULIFE FINANCIAL CORP P 2016-07-18 2021-02-23
MERCK & CO INC NEW P 2016-07-18 2021-10-26
MERCK & CO INC NEW P 2016-07-18 2021-02-23
MICROSOFT CORP P 2015-03-26 2021-10-26
MICROSOFT CORP P 2015-03-26 2021-12-17
MICROSOFT CORP P 2015-02-27 2021-02-23
MICROSOFT CORP P 2015-03-26 2021-02-23
MONDELEZ INTERNATIONAL P 2018-07-17 2021-10-26
MONDELEZ INTERNATIONAL P 2018-07-17 2021-02-23
NIKE INC CL B P 2018-03-07 2021-10-26
NIKE INC CL B P 2018-03-07 2021-12-17
NIKE INC CL B P 2018-03-07 2021-02-23
ORGANON & CO P 2017-02-28 2021-06-14
ORGANON & CO P 2020-04-03 2021-06-14
ORGANON & CO P 2016-07-18 2021-06-14
ORGANON & CO P 2019-08-16 2021-06-14
PGIM HIGH YIELD P 2020-09-28 2021-10-26
RAYTHEON TECHNOLOGIES CORP P 2019-08-14 2021-10-26
RAYTHEON TECHNOLOGIES CORP P 2019-08-14 2021-02-23
RAYTHEON TECHNOLOGIES CORP P 2019-08-08 2021-02-23
SUNCOR ENERGY INC P 2015-12-18 2021-10-26
SUNCOR ENERGY INC P 2015-12-18 2021-02-23
SYSCO CORP P 2020-04-03 2021-10-26
SYSCO CORP P 2020-04-03 2021-04-08
TARGET CORP P 2015-03-26 2021-10-26
TARGET CORP P 2015-02-27 2021-02-23
TARGET CORP P 2015-03-26 2021-02-23
TARGET CORP P 2015-03-26 2021-06-14
THERMO FISHER SCIENTIFIC INC P 2015-03-26 2021-02-23
TORONTO DOMINION BK ONT COM HEW P 2019-05-10 2021-10-26
TORONTO DOMINION BK ONT COM HEW P 2019-07-31 2021-10-26
TORONTO DOMINION BK ONT COM HEW P 2019-05-10 2021-02-23
TOTALENERGIES SE-SPON ADR P 2015-12-18 2021-10-26
TOTALENERGIES SE-SPON ADR P 2015-12-18 2021-02-23
TOTALENERGIES SE-SPON ADR P 2015-03-26 2021-02-23
UNILEVER PLC-ADR P 2020-02-04 2021-10-26
UNILEVER PLC-ADR P 2020-02-04 2021-02-23
UNION PACIFIC CORP P 2017-02-28 2021-10-26
UNION PACIFIC CORP P 2015-12-18 2021-02-23
UNION PACIFIC CORP P 2017-02-28 2021-02-23
UNITED PARCEL SERVICE-CL B P 2017-02-28 2021-10-26
UNITED PARCEL SERVICE-CL B P 2017-02-28 2021-02-23
UNITEDHEALTH GROUP INC P 2015-03-26 2021-10-26
UNITEDHEALTH GROUP INC P 2015-02-27 2021-02-23
UNITEDHEALTH GROUP INC P 2015-02-27 2021-07-06
UNITEDHEALTH GROUP INC P 2015-03-26 2021-07-06
VANGUARD FTSE DEVELOPED ETF P 2015-03-26 2021-10-26
VANGUARD FTSE EMERGING MARKETS P 2020-02-13 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2017-02-28 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2015-03-26 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2020-05-12 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2019-08-16 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2018-08-02 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2018-09-25 2021-10-19
VANGUARD FTSE EMERGING MARKETS P 2015-03-26 2021-02-23
VANGUARD MIDCAP VIPER P 2019-10-17 2021-10-19
VANGUARD MIDCAP VIPER P 2019-10-17 2021-10-26
VANGUARD MIDCAP VIPER P 2020-02-13 2021-10-26
VANGUARD MIDCAP VIPER P 2019-10-17 2021-02-23
VANGUARD MIDCAP VIPER P 2019-10-17 2021-07-26
VISA INC P 2020-03-17 2021-10-26
WASTE MANAGEMENT INC P 2020-02-21 2021-10-26
MEDTRONIC PLC P 2019-07-19 2021-10-26
MEDTRONIC PLC P 2019-07-19 2021-02-23
GARMIN LTD P 2020-05-29 2021-10-26
GARMIN LTD P 2020-05-29 2021-08-30
TE CONNECTIVITY LTD P 2017-02-28 2021-10-26
TE CONNECTIVITY LTD P 2017-02-28 2021-02-23
TE CONNECTIVITY LTD P 2017-02-28 2021-03-25
FLEX LTD P 2019-08-16 2021-10-26
FLEX LTD P 2020-04-03 2021-11-19
FLEX LTD P 2020-07-20 2021-11-19
FLEX LTD P 2019-08-16 2021-11-19
FLEX LTD P 2019-02-15 2021-02-23
FLEX LTD P 2019-08-16 2021-02-23
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 326   323 3
b 748   753 -5
c 805   922 -117
d 1,006   1,221 -215
e 1,311   1,010 301
321   312 9
994   986 8
278   278 0
326   170 156
1,191   850 341
1,783   1,213 570
1,029   932 97
18   23 -5
9   11 -2
1,541   1,416 125
34,401   30,836 3,565
7,502   7,216 286
1,416   731 685
2,393   2,319 74
1,561   1,525 36
1,037   791 246
1,674   1,691 -17
486   333 153
1,176   998 178
1,261   907 354
904   981 -77
416   516 -100
743   883 -140
810   1,022 -212
630   639 -9
780   786 -6
750   981 -231
300   353 -53
660   628 32
1,170   1,256 -86
1,440   1,679 -239
4,033   1,112 2,921
17   5 12
3,219   3,937 -718
1,349   281 1,068
1,208   281 927
5,024   1,278 3,746
939   324 615
921   388 533
2,101   1,090 1,011
2,381   952 1,429
426   159 267
1,726   744 982
1,128   476 652
212   140 72
1,074   699 375
530   284 246
1,426   854 572
1,396   854 542
910   569 341
262   202 60
349   402 -53
767   740 27
519   172 347
1,502   630 872
393   191 202
634   416 218
906   544 362
1,476   681 795
143   103 40
428   308 120
657   528 129
1,576   1,233 343
317   237 80
364   296 68
728   579 149
398   215 183
398   228 170
801   457 344
331   215 116
1,159   787 372
345   212 133
1,746   952 794
287   213 74
1,244   684 560
246   244 2
1,085   974 111
179   62 117
722   264 458
127   107 20
203,360   203,359 1
25,895   15,370 10,525
6,953   4,018 2,935
2,283   2,283 0
28,823   28,321 502
12,087   11,760 327
1,370   758 612
8,524   4,801 3,723
4,262   2,407 1,855
2,254   1,117 1,137
4,507   2,688 1,819
24,065   12,628 11,437
5,473   2,884 2,589
1,579   1,094 485
5,750   3,909 1,841
3,051   2,139 912
9,806   7,543 2,263
11,985   8,599 3,386
13,946   6,862 7,084
34,205   24,233 9,972
2,580   1,389 1,191
20,208   12,179 8,029
985   521 464
1,534   1,037 497
2,541   1,684 857
7,612   6,162 1,450
688   239 449
2,728   1,106 1,622
152   60 92
552   143 409
574   150 424
574   185 389
1,670   451 1,219
665   142 523
118   118 0
158   158 0
378   250 128
1,134   989 145
487   166 321
1,402   581 821
937   332 605
223   149 74
223   199 24
2,001   1,497 504
569   401 168
888   625 263
753   539 214
329   225 104
1,053   826 227
1,558   207 1,351
2,264   290 1,974
3,681   701 2,980
1,610   290 1,320
304   214 90
1,204   944 260
329   129 200
1,299   515 784
1,341   644 697
27   28 -1
12   15 -3
97   90 7
58   77 -19
1,523   1,449 74
355   311 44
616   652 -36
635   691 -56
260   260 0
801   1,004 -203
310   162 148
1,122   568 554
260   81 179
564   231 333
752   323 429
927   323 604
908   267 641
146   111 35
292   233 59
1,475   1,332 143
304   267 37
602   578 24
509   560 -51
216   216 0
871   940 -69
243   108 135
415   151 264
829   430 399
436   211 225
1,280   846 434
453   117 336
2,305   798 1,507
816   228 588
1,224   350 874
2,042   1,574 468
7,283   6,151 1,132
10,456   7,813 2,643
14,097   10,867 3,230
416   293 123
676   517 159
5,306   4,384 922
832   663 169
2,047   1,524 523
4,736   3,192 1,544
6,604   4,368 2,236
762   556 206
1,529   1,176 353
4,780   3,360 1,420
234   158 76
473   365 108
248   202 46
1,051   911 140
324   181 143
1,425   725 700
147   74 73
1,028   595 433
872   521 351
189   101 88
550   247 303
1,170   713 457
2,411   1,367 1,044
518   297 221
268   151 117
56     56
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       3
b       -5
c       -117
d       -215
e       301
      9
      8
      0
      156
      341
      570
      97
      -5
      -2
      125
      3,565
      286
      685
      74
      36
      246
      -17
      153
      178
      354
      -77
      -100
      -140
      -212
      -9
      -6
      -231
      -53
      32
      -86
      -239
      2,921
      12
      -718
      1,068
      927
      3,746
      615
      533
      1,011
      1,429
      267
      982
      652
      72
      375
      246
      572
      542
      341
      60
      -53
      27
      347
      872
      202
      218
      362
      795
      40
      120
      129
      343
      80
      68
      149
      183
      170
      344
      116
      372
      133
      794
      74
      560
      2
      111
      117
      458
      20
      1
      10,525
      2,935
      0
      502
      327
      612
      3,723
      1,855
      1,137
      1,819
      11,437
      2,589
      485
      1,841
      912
      2,263
      3,386
      7,084
      9,972
      1,191
      8,029
      464
      497
      857
      1,450
      449
      1,622
      92
      409
      424
      389
      1,219
      523
      0
      0
      128
      145
      321
      821
      605
      74
      24
      504
      168
      263
      214
      104
      227
      1,351
      1,974
      2,980
      1,320
      90
      260
      200
      784
      697
      -1
      -3
      7
      -19
      74
      44
      -36
      -56
      0
      -203
      148
      554
      179
      333
      429
      604
      641
      35
      59
      143
      37
      24
      -51
      0
      -69
      135
      264
      399
      225
      434
      336
      1,507
      588
      874
      468
      1,132
      2,643
      3,230
      123
      159
      922
      169
      523
      1,544
      2,236
      206
      353
      1,420
      76
      108
      46
      140
      143
      700
      73
      433
      351
      88
      303
      457
      1,044
      221
      117
      56
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 2 149,904
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,244
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 2,244
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 400
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,844
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletWELLS FARGO BANK NA Telephone no.bullet (704) 590-2828

    Located atbullet100 N MAIN STREET 6TH FLOORWINSTONSALEMNC ZIP+4bullet27101
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WELLS FARGO BANK NA TRUSTEE
    1.00     		21,445 0 0
    100 N MAIN STREET 6TH FLOOR
    WINSTONSALEM,NC27101
    M BOOKMAN PETERS TRUSTEE
    0.00     		0 0 0
    PO BOX 4744
    BRYAN,TX77805
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,398,012
    b
    Average of monthly cash balances.......................
    1b
    46,721
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,444,733
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,444,733
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    21,671
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,423,062
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    71,153
    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
    71,153
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,244
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,244
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    68,909
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    68,909
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    68,909
    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 68,909
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 46,667
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 52,661
    a Applied to 2020, but not more than line 2a 46,667
    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..... 5,994
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		62,915
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    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 e-mail address of the person to whom applications should be addressed:
    WELLS FARGO BANK NA
    100 N MAIN STREET 6TH FLOOR
    WINSTONSALEM,NC27101
    (704) 590-2828
    bThe form in which applications should be submitted and information and materials they should include:
    ORGANIZATIONS ARE TO SUBMIT REQUESTS ON TRUST DEPARTMENT'S GRANT APPLICATION
    cAny submission deadlines:
    JULY 31 OF EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PUBLICLY OWNED (NON-GOVERNMENT) AND OPERATED QUALIFIED CHARITABLE ORGANIZATION IN GOOD STANDING THAT IS HEADQUARTERED AND SERVING THE RESIDENTS OF BRAZOS COUNTY, TEXAS AND PROVIDES FOR THE NEEDS OF BRAZOS COUNTY RESIDENTS IN HEALTH AND HUMAN SERVICES.
    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
    BRAZOS VALLEY FOOD BANK
    1501 INDEPENDENCE AVE
    BRYAN,TX77803     		  CHARITABLE FOR CHARITABLE PURPOSES 3,000
    BRAZOS VALLEY REHABILITATION CENTER
    1318 MEMORIAL DR
    BRYAN,TX77802     		  CHARITABLE FOR CHARITABLE PURPOSES 4,000
    BRYAN ISD EDUCATION FOUNDATION
    801 S ENNIS ST
    BRYAN,TX77803     		  EDUCATIONAL FOR EDUCATIONAL PURPOSES 10,000
    FIRST PRESBYTERIAN CHURCH
    1100 CARTER CREEK PKWY
    BRYAN,TX77802     		  RELIGIOUS FOR RELIGIOUS PURPOSES 4,000
    HEALTH FOR ALL
    3030 E 29TH ST 111
    BRYAN,TX77802     		  CHARITABLE FOR CHARITABLE PURPOSES 5,000
    HOSPICE BRAZOS VALLEY
    502 W 26TH ST
    BRYAN,TX77803     		  CHARITABLE FOR CHARITABLE PURPOSES 5,000
    BRAZOS VALLEY MUSEUM OF NATURAL HISTORY
    3232 BRIARCREST DR
    BRYAN,TX77802     		  EDUCATIONAL FOR EDUCATIONAL PURPOSES 2,000
    SCOTTY'S HOUSE BRAZOS VALLEY
    2424 KENT ST
    BRYAN,TX77802     		  CHARITABLE FOR CHARITABLE PURPOSES 3,000
    TWIN CITY MISSION
    2505 S COLLEGE AVE
    BRYAN,TX77801     		  CHARITABLE FOR CHARITABLE PURPOSES 8,000
    VOICES FOR CHILDREN
    115 N MAIN ST
    BRYAN,TX77803     		  CHARITABLE FOR CHARITABLE PURPOSES 3,000
    Total .................................bullet 3a 47,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 149,904  
    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) .. 0 178,613 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    178,613
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    M BOOKMAN PETERS CHARITABLE FOUNDATION
     
    Employer identification number

    46-5272564
    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
    M BOOKMAN PETERS CHARITABLE FOUNDATION
          		Employer identification number
    46-5272564
    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
    M BOOKMAN PETERS
    PO BOX 4744
     
    BRYAN, TX77805

    		$ 203,359


    (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
    M BOOKMAN PETERS CHARITABLE FOUNDATION
          		Employer identification number

    46-5272564
    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
    1
    		 4,000 SHARES OF INTEL STOCK $ 203,359 2021-12-16
    (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
    M BOOKMAN PETERS CHARITABLE FOUNDATION
          		Employer identification number

    46-5272564
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 300 0   300

    TY 2021 GeneralExplanationAttachment
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Identifier Return Reference Explanation
    INFORMATION ABOUT OFFICERS PART VIII, 1(B) INFORMATION ABOUT OFFICERS, DIRECTORS, TRUSTEES, FOUNDATION MANAGERS, HIGHLY PAID EMPLOYEES AND CONTRACTORS. THE CORPORATE TRUSTEE'S COMPENSATION REPORTED IN COLUMN (C) IS CALCULATED BASED ON PERIODIC MARKET VALUES AND/OR THE APPLICABLE FEE AGREEMENT. IT IS NOT DETERMINED ON AN HOURLY BASIS AND THE REFERENCE TO ONE HOUR PER WEEK IS AN ESTIMATED ONLY. CORPORATE TRUSTEE SERVICES INCLUDE, BUT ARE NOT LIMITED TO, ADMINISTRATIVE SERVICES SUCH AS FIDUCIARY ACCOUNTING, CUSTODY OF ASSETS, CIMPLYING WITH TAX FILING REQUIREMENTS, COMPLYING WITH DISTRIBUTION PROVISIONS, AND COMPLYING WITH FEDERAL AND STATE LAWS APPLICABLE TO PRIVATE FOUNDATIONS, PLUS ASSET MANAGEMENT SERVICES SUCH AS CREATING ASSET ALLOCATION STRATEGIES, INVESTMENT REPORTING AND REALLOCATING AND REBALANCING OF PORTFOLIIOS AS NECESSARY.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ALPHABET INC 19,438 43,404
    APPLE 20,225 52,561
    BLACKROCK INC 9,193 14,649
    BOEING 8,820 7,449
    CELANESE CORP 8,528 13,949
    CISCO SYSTEMS 9,561 13,498
    CITIGROUP 14,218 14,554
    COGNIZANT TECH SOLUTIONS 9,251 11,977
    CVS HEALTH CORP 7,891 11,451
    DIAGEO PLC 8,997 12,548
    EATON CORP 12,365 15,727
    ELECTRONIC ARTS 8,124 9,497
    ELI LILLY & CO 7,937 13,811
    HAIN CELESTIAL GROUP 3,878 6,136
    JPMORGAN CHASE & CO 14,097 20,744
    LAM RESEARCH CORP 5,667 12,225
    LAS VEGAS SANDS CORP 10,088 7,678
    MANULIFE FINANCIAL CORP 11,363 13,063
    MERCK & CO 9,931 10,500
    MICROSOFT 21,841 52,130
    MONDELEZ INTERNATIONAL 8,192 10,543
    NIKE 6,246 10,833
    SUNCORP ENERGY 10,913 10,563
    TARGET 5,110 10,415
    TE CONNECTIVITY 7,873 10,971
    THERMO FISHER SCIENTIFIC 4,878 10,676
    TOTALENERGIES SE 10,013 9,793
    UNION PACIFIC 6,619 10,833
    UNITED PARCEL SERVICE 7,800 12,860
    UNITEDHEALTH GROUP 10,681 21,090
    WALT DISNEY 8,328 9,913
    RAYTHEON TECHNOLOGIES CORP 10,590 11,962
    BROADCOM 8,466 15,970
    FIDELITY NATL INFORMATION SVCS 10,918 9,496
    MEDTRONIC PLC 6,788 6,931
    TORONTO DOMINION BK ONT 10,032 12,959
    BOOKING HOLDINGS INC 7,164 9,597
    INTERPUBLIC GROUP COS INC 6,976 10,786
    SYSCO CORP 6,363 8,798
    BLACKSTONE INC 6,687 10,869
    ABBVIE INC 9,777 11,644
    WASTE MANAGEMENT INC 10,527 14,020
    VISA INC 9,676 11,269
    GARMIN LTD 7,931 9,668
    UNILEVER PLC 6,226 6,078
    HASBRO INC 8,996 9,567
    META PLATFORMS 5,739 6,054

    TY 2021 InvestmentsOtherSchedule2
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES CORE MSCI EMERGING MARKETS ETF AT COST 240,768 247,760
    ISHARES RUSSELL 2000 ETF AT COST 103,942 132,580
    ISHARES S&P MID-CAP 400 VALUE AT COST 20,389 33,647
    VANGUARD FTSE DEVELOPED MARKETS ETF AT COST 54,440 66,429
    ISHARES CORE TOTAL US AGGREGATE BOND ETF AT COST 49,157 48,712
    VANGUARD MIDCAP VIPER AT COST 206,232 282,285
    PGIM HIGH YIELD FUND AT COST 47,207 47,988
    GOLDMAN SACHS ACTIVEBETA AT COST 33,020 33,118
    ISHARES CORE S&P SMALL-CAP AT COST 30,576 33,437
    PIMCO COMMODITY REAL RETURN STRATEGY FUND AT COST 49,848 49,969

    TY 2021 OtherDecreasesSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Description Amount
    BASIS ADJUSTMENT 61
    ES PAYMENT 304


    TY 2021 OtherExpensesSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 8 8   0


    TY 2021 OtherIncreasesSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Description Amount
    NONDIVIDEND DISTRIBUTION/RETURN OF CAPITAL 60


    TY 2021 TaxesSchedule
    Name:
    M BOOKMAN PETERS CHARITABLE FOUNDATION
    EIN:
    46-5272564
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,096 1,096   0