Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
WA & JT ANTHONY MEMORIAL FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 919798
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL328919798
A Employer identification number

58-6054585
B Telephone number (see instructions)

(404) 813-2111
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$1,233,246J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 31,478 31,460  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 46,988
b Gross sales price for all assets on line 6a 330,452
7 Capital gain net income (from Part IV, line 2)... 46,988
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 78,466 78,448  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 23,702 11,851   11,851
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,554 404   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1 1    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 28,757 12,256 0 13,351
25 Contributions, gifts, grants paid....... 59,605 59,605
26 Total expenses and disbursements. Add lines 24 and 25 88,362 12,256 0 72,956
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -9,896
b Net investment income (if negative, enter -0-) 66,192
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 24 78 78
2 Savings and temporary cash investments......... 37,775 55,957 55,957
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 214,199 Click to see attachment213,657 374,802
c Investments—corporate bonds (attach schedule)....... 284,577 Click to see attachment417,357 333,192
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 703,296 Click to see attachment542,697 469,217
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) 1,239,871 1,229,746 1,233,246
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,239,871 1,229,746
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,239,871 1,229,746
30 Total liabilities and net assets/fund balances (see instructions). 1,239,871 1,229,746
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
1,239,871
2
Enter amount from Part I, line 27a .....................
2
-9,896
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,307
4
Add lines 1, 2, and 3 ..........................
4
1,231,282
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,536
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,229,746
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 638. FPA CRESCENT FUND-SUPR INST   2021-02-11 2021-10-06
b 115. COMCAST CORP NEW CL A   2019-03-29 2021-10-27
c 45. ALLSTATE CORP   2012-09-07 2021-11-10
d 847.548 JANUS HENDERSON SMALL CAP VALUE I   2021-02-11 2021-12-15
e 12. FACEBOOK INC CL A   2021-08-25 2022-02-23
45. FACEBOOK INC CL A     2022-02-23
.7658 ADVANCED MICRO DEVICES, INC COMMON   2019-05-02 2022-02-24
58. BAKER HUGHES CO   2021-09-29 2022-03-18
141. CITIZENS FINANCIAL GROUP INC   2015-08-19 2022-03-18
6. THERMO ELECTRON COMMON   2018-03-20 2022-03-18
2308.218 HARDING LOEVNER INTL EQ-INST   2021-02-11 2022-03-28
58. CAPITAL ONE FINL CORP     2022-04-01
21. INTUITIVE SURGICAL INC   2018-03-20 2022-05-04
68. NIKE INCORPORATED CLASS B   2018-04-24 2022-05-04
35. NOVARTIS AG   2019-09-03 2022-05-04
30. QUANTA SERVICES INC   2020-01-28 2022-05-04
378. ISHARES RUSSELL MID CAP ETF   2021-02-11 2022-05-16
93. DUPONT DE NEMOURS INC     2022-06-03
53. AMAZON COM INC COM     2022-06-22
198. INTEL CORPORATION   2021-05-20 2022-06-22
21. MICROSOFT CORPORATION   2013-03-11 2022-06-22
2. ADOBE SYSTEMS INC COM   2021-09-03 2022-08-08
5. ADVANCED MICRO DEVICES, INC COMMON   2019-05-02 2022-08-08
8. ALPHABET INC CL C   2006-09-13 2022-08-08
6. ALPHABET INC CL A   2006-09-13 2022-08-08
6. AMAZON COM INC COM   2017-03-13 2022-08-08
5. AMERICAN ELECTRIC POWER   2022-02-23 2022-08-08
2. AMGEN INCORPORATED   2009-04-03 2022-08-08
2. ANALOG DEVICES INC   2022-06-22 2022-08-08
1. ELEVANCE HEALTH INC   2022-05-04 2022-08-08
17. APPLE COMPUTER CORPORATION COMMON   2021-09-07 2022-08-08
5. APPLIED MATERIALS   2019-09-13 2022-08-08
10. BAKER HUGHES CO   2021-09-29 2022-08-08
20. BANK OF AMER CORP COMMON   2009-05-28 2022-08-08
1. BLACKROCK INC   2021-11-10 2022-08-08
6. BRISTOL MYERS SQUIBB COMPANY   2022-05-04 2022-08-08
2. CARLISLE COS INC   2019-09-05 2022-08-08
4. CHEVRON TEXACO CORP COMMON   2021-01-20 2022-08-08
4. CONOCOPHILLIPS COM   2022-03-18 2022-08-08
7. CORTEVA INC   2016-12-05 2022-08-08
2. COSTCO WHOLESALE CORP   2022-04-01 2022-08-08
2. CROWN CASTLE INC REIT   2016-08-23 2022-08-08
30.908 DFA US SMALL CAP PORTFOLIO   2021-12-15 2022-08-08
4. DARLING INGREDIENTS INC   2022-06-22 2022-08-08
2. DIGITAL REALTY TRUST INC REIT   2016-06-17 2022-08-08
5. DISNEY WALT COMPANY   2022-02-23 2022-08-08
6. DOW INC   2022-06-03 2022-08-08
76.296 EATON VANCE-ATLANTA SMID-R6   2017-05-15 2022-08-08
34. FORD MTR CO DEL NEW   2022-02-23 2022-08-08
238.234 GLDMN SCHS GQP PRT INTL-R6   2021-02-11 2022-08-08
2. HCA HOLDINGS INC   2022-03-18 2022-08-08
3. HOME DEPOT INCORPORATED   2008-12-16 2022-08-08
2. HONEYWELL INTERNATIONAL INC   2016-12-02 2022-08-08
11. INGERSOLL-RAND INC   2021-05-26 2022-08-08
2. IQVIA HOLDINGS INC   2021-02-03 2022-08-08
8. ISHARES S&P MIDCAP 400 INDEX FUND   2022-05-16 2022-08-08
5. J.P. MORGAN CHASE & CO.   2021-11-10 2022-08-08
146.364 JOHCM INTERNATIONAL SEL-INST   2017-05-15 2022-08-08
4. JOHNSON & JOHNSON   2022-05-04 2022-08-08
9. KNIGHT-SWIFT TRANSN HLDGS INC   2021-09-01 2022-08-08
6. MERCK & CO INC   2008-12-16 2022-08-08
8. MICROSOFT CORPORATION   2013-03-11 2022-08-08
5. MORGAN STANLEY DEAN WITTER DIS CO   2020-12-03 2022-08-08
6. NEXTERA ENERGY INC   2022-03-18 2022-08-08
1. O'REILLY AUTOMOTIVE INC   2022-05-04 2022-08-08
4. PNC BANK CORP COM   2011-07-18 2022-08-08
3. PHILLIPS 66   2022-06-03 2022-08-08
3. PIONEER NAT RES CO COMMON   2021-03-10 2022-08-08
4. QUALCOMM INC COMMON   2020-10-06 2022-08-08
3. QUANTA SERVICES INC   2020-01-28 2022-08-08
25.826 T ROWE PR QM US S/C GR EQ-I   2012-09-04 2022-08-08
1. THERMO ELECTRON COMMON   2017-09-15 2022-08-08
3. TRACTOR SUPPLY CO   2018-09-18 2022-08-08
1. ULTA BEAUTY INC   2022-06-22 2022-08-08
3. UNION PAC CORP   2008-12-16 2022-08-08
2. UNITED HEALTH GROUP INC   2016-06-01 2022-08-08
94.821 VAN ECK EMERGING MARKETS-I   2021-02-11 2022-08-08
11. VANGUARD DIVIDEND APPREC ETF   2021-02-11 2022-08-08
51. VANGUARD INT DIV APP INDX FD   2022-03-28 2022-08-08
3. VISA INC   2009-05-26 2022-08-08
5. WAL MART STORES INCORPORATED   2022-04-01 2022-08-08
7. ARCH CAPITAL GROUP LTD   2022-04-01 2022-08-08
14. NOMAD FOODS LTD   2019-03-08 2022-08-08
3. TRANE TECHNOLOGIES PLC   2016-06-29 2022-08-08
2. NXP SEMICONDUCTORS N V   2022-06-22 2022-08-08
11. AMERICAN ELECTRIC POWER   2022-02-23 2022-09-07
131. BAKER HUGHES CO   2021-09-29 2022-09-07
28. DOW INC   2022-06-03 2022-09-07
59. DOW INC     2022-09-07
141. FORD MTR CO DEL NEW     2022-09-07
53. INGERSOLL-RAND INC     2022-09-07
44. KNIGHT-SWIFT TRANSN HLDGS INC     2022-09-07
12. NEXTERA ENERGY INC   2022-03-18 2022-09-07
191. NOMAD FOODS LTD     2022-09-07
17. ADOBE SYSTEMS INC COM     2022-09-16
58. ADVANCED MICRO DEVICES, INC COMMON     2022-09-16
93. INGERSOLL-RAND INC     2022-09-16
CAPITAL GAIN DIVIDENDS P    
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(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 25,443   24,569 874
b 6,080   4,592 1,488
c 5,152   1,732 3,420
d 21,485   19,638 1,847
e 2,413   4,423 -2,010
9,050   10,935 -1,885
84   53 31
2,043   1,451 592
6,925   3,736 3,189
3,512   1,284 2,228
61,491   68,785 -7,294
7,602   3,033 4,569
4,974   3,014 1,960
8,196   4,570 3,626
3,041   3,146 -105
3,536   1,203 2,333
26,379   27,883 -1,504
6,228   7,024 -796
5,888   2,541 3,347
7,414   11,086 -3,672
5,388   587 4,801
867   1,340 -473
496   345 151
946   81 865
705   60 645
836   256 580
499   428 71
491   96 395
349   297 52
473   498 -25
2,800   2,643 157
533   259 274
241   250 -9
671   221 450
696   956 -260
435   454 -19
602   289 313
616   382 234
375   398 -23
415   248 167
1,081   1,160 -79
358   174 184
1,300   1,414 -114
288   265 23
261   203 58
547   735 -188
314   402 -88
2,900   2,279 621
534   586 -52
4,100   4,508 -408
423   520 -97
936   71 865
387   216 171
553   538 15
470   368 102
2,012   1,941 71
575   840 -265
3,100   3,009 91
679   714 -35
495   475 20
526   154 372
2,246   223 2,023
432   321 111
524   496 28
709   604 105
666   225 441
252   311 -59
653   467 186
589   484 105
415   120 295
1,000   454 546
585   192 393
576   266 310
381   403 -22
685   69 616
1,067   268 799
1,300   2,387 -1,087
1,689   1,575 114
3,601   4,020 -419
638   50 588
637   750 -113
310   339 -29
274   299 -25
469   143 326
358   317 41
1,148   941 207
3,148   3,276 -128
1,367   1,877 -510
2,880   3,044 -164
2,145   2,380 -235
2,538   2,541 -3
2,180   2,287 -107
1,070   992 78
3,241   3,594 -353
5,007   5,881 -874
4,363   3,787 576
4,373   3,121 1,252
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
      20,102
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       874
b       1,488
c       3,420
d       1,847
e       -2,010
      -1,885
      31
      592
      3,189
      2,228
      -7,294
      4,569
      1,960
      3,626
      -105
      2,333
      -1,504
      -796
      3,347
      -3,672
      4,801
      -473
      151
      865
      645
      580
      71
      395
      52
      -25
      157
      274
      -9
      450
      -260
      -19
      313
      234
      -23
      167
      -79
      184
      -114
      23
      58
      -188
      -88
      621
      -52
      -408
      -97
      865
      171
      15
      102
      71
      -265
      91
      -35
      20
      372
      2,023
      111
      28
      105
      441
      -59
      186
      105
      295
      546
      393
      310
      -22
      616
      799
      -1,087
      114
      -419
      588
      -113
      -29
      -25
      326
      41
      207
      -128
      -510
      -164
      -235
      -3
      -107
      78
      -353
      -874
      576
      1,252
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 46,988
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........................... 3 920
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- ..... 5 920
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,044
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,044
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 124
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet124 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTRUIST BANK Telephone no.bullet (404) 813-2111

    Located atbulletPO BOX 919798ORLANDOFL ZIP+4bullet32891
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TRUIST BANK TRUSTEE
    1     		23,702    
    PO BOX 919798
    ORLANDO,FL32891
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,431,873
    b
    Average of monthly cash balances.......................
    1b
    50,257
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,482,130
    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
    1,482,130
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    22,232
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,459,898
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    72,995
    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
    72,995
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    920
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    920
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    72,075
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    72,075
    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
    72,075
    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 72,075
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 59,605
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 72,956
    a Applied to 2020, but not more than line 2a 59,605
    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..... 13,351
    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 ..........     		58,724
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    FIRST BAPTIST CHURCH
    212 12TH STREET
    COLUMBUS,GA31901     		NONE PC GENERAL OPERATING 59,605
    Total .................................bullet 3a 59,605
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 46,988  
    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) ..   78,466  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    78,466
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,500     1,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Name of Bond End of Year Book Value End of Year Fair Market Value
    258620566 DOUBLELINE TOTAL RET 63,458 51,471
    957663677 WESTERN ASSET CORE B 221,119 171,290
    722005816 PIMCO INVESTMENT GRA 132,780 110,431

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00724F101 ADOBE INC    
    020002101 ALLSTATE CORP    
    02079K107 ALPHABET INC CL C 1,041 10,769
    02079K305 ALPHABET INC CL A 659 7,078
    023135106 AMAZON.COM INC 3,461 9,153
    031162100 AMGEN INC 1,247 5,860
    037833100 APPLE INC 3,920 33,444
    038222105 APPLIED MATERIALS IN 3,472 5,571
    060505104 BANK OF AMERICA CORP 2,602 8,396
    14040H105 CAPITAL ONE FINANCIA    
    142339100 CARLISLE COS INC 4,051 7,851
    166764100 CHEVRON CORP 4,105 7,184
    174610105 CITIZENS FINANCIAL G    
    20030N101 COMCAST CORP-CL A    
    22052L104 CORTEVA INC 3,851 6,287
    22160K105 COSTCO WHOLESALE COR 2,987 8,973
    254687106 DISNEY WALT CO NEW 2,732 6,131
    260557103 DOW INC    
    26614N102 DUPONT DE NEMOURS IN    
    30303M102 FACEBOOK INC-A    
    437076102 HOME DEPOT INC 942 11,038
    438516106 HONEYWELL INTERNATIO 2,598 4,007
    45687V106 INGERSOLL-RAND INC    
    46120E602 INTUITIVE SURGICAL I    
    478160104 JOHNSON & JOHNSON 8,302 8,985
    499049104 KNIGHT-SWIFT TRANSN 3,907 4,208
    58933Y105 MERCK & CO INC 1,949 6,545
    594918104 MICROSOFT CORP 3,184 26,551
    65339F101 NEXTERA ENERGY INC 2,219 5,567
    654106103 NIKE INC-CLASS B    
    66987V109 NOVARTIS AG SPONSORE    
    693475105 PNC FINL SVCS GROUP 2,361 6,724
    74762E102 QUANTA SERVICES INC 1,644 5,223
    75513E101 RAYTHEON TECHNOLOGIE 6,216 5,894
    883556102 THERMO FISHER SCIENT 2,690 7,101
    892356106 TRACTOR SUPPLY CO 3,017 6,320
    907818108 UNION PAC CORP 669 5,650
    91324P102 UNITEDHEALTH GROUP I 3,322 14,141
    92826C839 VISA INC CL A 663 7,106
    931142103 WALMART INC 6,814 8,301
    983919101 XILINX INC    
    G6564A105 NOMAD FOODS LTD    
    G8994E103 TRANE TECHNOLOGIES P 1,763 5,358
    09247X101 BLACKROCK INC 6,234 4,402
    458140100 INTEL CORP    
    46266C105 IQVIA HOLDINGS INC 4,780 4,710
    46625H100 JP MORGAN CHASE & CO 9,421 7,002
    617446448 MORGAN STANLEY 4,623 5,689
    723787107 PIONEER NATURAL RESO 5,838 8,228
    747525103 QUALCOMM INC 6,166 5,762
    00130H105 AES CORP 4,292 3,593
    025537101 AMERICAN ELEC PWR IN 5,132 5,187
    032654105 ANALOG DEVICES INC 4,304 4,041
    036752103 ELEVANCE HEALTH INC 5,980 5,451
    110122108 BRISTOL MYERS SQUIBB 6,350 5,972
    12514G108 CDW CORP 4,586 4,214
    127387108 CADENCE DESIGN SYSTE 4,707 4,739
    169656105 CHIPOTLE MEXICAN GRI 4,979 4,508
    20825C104 CONOCOPHILLIPS 5,981 6,038
    237266101 DARLING INGREDIENTS 3,836 3,837
    345370860 FORD MOTOR CO DEL 5,396 3,842
    368736104 GENERAC HOLDINGS INC 3,033 2,672
    40412C101 HCA HEALTHCARE INC 4,936 3,492
    67103H107 O'REILLY AUTOMOTIVE 5,433 6,330
    713448108 PEPSICO INC 3,779 3,592
    718546104 PHILLIPS 66 3,625 2,825
    90384S303 ULTA BEAUTY INC 4,831 4,814
    G0450A105 ARCH CAPITAL GROUP L 4,748 4,463
    N6596X109 NXP SEMICONDUCTORS N 4,279 3,983

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    87283A102 T. ROWE PRICE QM US AT COST 6,025 11,664
    253868103 DIGITAL REALTY TRUST AT COST 2,639 2,579
    722005816 PIMCO INVESTMENT GRA      
    277902235 EATON VANCE ATLANTA AT COST 25,458 37,072
    09250J734 BLACKROCK EVENT DRIV AT COST 31,912 30,959
    256210105 DODGE & COX INCOME F AT COST 96,406 77,843
    30254T676 FPA CRESCENT FD AT COST 24,584 19,631
    38147N293 GOLDMAN SACHS GQG PA      
    412295107 HARDING LOEVNER INTL      
    464287499 ISHARES RUSSELL MIDC      
    46653M849 JOHCM INTERNATIONAL AT COST 41,977 37,815
    47103C183 JANUS HENDERSON SMAL      
    74316J532 MUZINICH CREDIT OPPO AT COST 63,890 52,845
    921075438 VANECK EMERGING MARK AT COST 34,447 16,177
    921908844 VANGUARD DIVIDEND AP AT COST 20,901 19,733
    22822V101 CROWN CASTLE INC AT COST 2,436 4,047
    233203843 DFA US SMALL CAP POR AT COST 20,088 16,097
    38147N269 GOLDMAN SACHS GQG PA AT COST 64,311 52,038
    464287507 ISHARES CORE S&P MID AT COST 24,504 22,145
    64128R608 NEUBERGER BERMAN LON AT COST 25,731 23,443
    921946810 VANGUARD INTERNATION AT COST 57,388 45,129

    TY 2021 OtherDecreasesSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Description Amount
    COST BASIS ADJUSTMNET 47
    2020 SALES POSTED IN 2021 278
    2021 TRANSACTIONS POSTED IN 2022 1,188
    WASH SALE ADJUSTMENT 23


    TY 2021 OtherExpensesSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 1 1   0


    TY 2021 OtherIncreasesSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Description Amount
    ADJUSTMENT TO INCOME 23
    2020 TRANSACTIONS POSTED IN 2021 1,284


    TY 2021 TaxesSchedule
    Name:
    WA & JT ANTHONY MEMORIAL FUND
    EIN:
    58-6054585
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 41 41   0
    FEDERAL TAX PAYMENT - PRIOR YE 2,106 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,044 0   0
    FOREIGN TAXES ON QUALIFIED FOR 363 363   0