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 04-01-2021 , and ending 03-31-2022
Name of foundation
HARRY C TREXLER ESTATE
 
Number and street (or P.O. box number if mail is not delivered to street address)600 HAMILTON STREET 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ALLENTOWN, PA18101
A Employer identification number

23-1162215
B Telephone number (see instructions)

(610) 434-9645
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$153,257,174J 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 19 19  
4 Dividends and interest from securities... 3,194,194 3,194,194  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,671,233
b Gross sales price for all assets on line 6a 23,296,034
7 Capital gain net income (from Part IV, line 2)... 13,671,233
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........ 16,865,446 16,865,446 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 368,937 129,734 0 239,203
14 Other employee salaries and wages...... 182,544 26,848 0 155,696
15 Pension plans, employee benefits....... 106,011 26,503 0 79,508
16a Legal fees (attach schedule)......... Click to see attachment 28,044 7,011 0 21,033
b Accounting fees (attach schedule)....... Click to see attachment 51,590 25,795 0 25,795
c Other professional fees (attach schedule).... Click to see attachment 748,861 731,069 0 17,792
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 224,047 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 91,409 22,852 0 68,557
21 Travel, conferences, and meetings....... 3,576 894 0 2,682
22 Printing and publications.......... 20,287 5,072 0 15,215
23 Other expenses (attach schedule)....... Click to see attachment 199,170 73,806 0 125,364
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,024,476 1,049,584 0 750,845
25 Contributions, gifts, grants paid....... 5,979,685 5,979,685
26 Total expenses and disbursements. Add lines 24 and 25 8,004,161 1,049,584 0 6,730,530
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,861,285
b Net investment income (if negative, enter -0-) 15,815,862
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............. 109 109 109
2 Savings and temporary cash investments......... 164,464 57,936 57,936
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 66,742 5,751 5,751
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 112,022,017 Click to see attachment120,761,592 153,148,776
14 Land, buildings, and equipment: basis bullet44,602
Less: accumulated depreciation (attach schedule) bullet   44,602 Click to see attachment44,602 44,602
15 Other assets (describe bullet) Click to see attachment52,430 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 112,350,364 120,869,990 153,257,174
Liabilities 17 Accounts payable and accrued expenses..........   8,736
18 Grants payable................. 580,245 58,608
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) Click to see attachment375 Click to see attachment171,617
23 Total liabilities (add lines 17 through 22)......... 580,620 238,961
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........ 110,721,082 118,784,241
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,048,662 1,846,788
29 Total net assets or fund balances (see instructions)..... 111,769,744 120,631,029
30 Total liabilities and net assets/fund balances (see instructions). 112,350,364 120,869,990
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
111,769,744
2
Enter amount from Part I, line 27a .....................
2
8,861,285
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
120,631,029
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
120,631,029
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 SEI DYNAMIC ASSET ALLOCATION P 2021-04-01 2022-03-31
b SEI EMERGING MARKETS EQUITY P 2021-04-01 2022-03-31
c SEI EXTENDED MARKET INDEX P 2021-04-01 2022-03-31
d SEI GLOBAL MANAGED VOLATILITY P 2021-04-01 2022-03-31
e SEI HIGH YIELD BOND FUND P 2021-04-01 2022-03-31
SEI MULTI-ASSET REAL RETURN P 2021-04-01 2022-03-31
SEI S&P 500 INDEX FUND P 2021-04-01 2022-03-31
SEI SMALL CAP II FUND CLASS A P 2021-04-01 2022-03-31
SEI U.S. EQUITY FACTOR P 2021-04-01 2022-03-31
SEI WORLD EQUITY EX-US FUND P 2021-04-01 2022-03-31
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 1,427,287   1,081,098 346,189
b 259,228   207,895 51,333
c 559,995   304,465 255,530
d 394,398   369,563 24,835
e 68,331   78,135 -9,804
108,632   117,697 -9,065
3,650,182   2,731,754 918,428
525,162   494,733 30,429
3,725,925   2,648,925 1,077,000
1,859,069   1,590,536 268,533
10,717,825     10,717,825
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       346,189
b       51,333
c       255,530
d       24,835
e       -9,804
      -9,065
      918,428
      30,429
      1,077,000
      268,533
      10,717,825
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 13,671,233
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........................... 3 219,840
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- ..... 5 219,840
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 52,430
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 52,430
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 2,950
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 170,360
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)
    bulletPA
    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 ofbulletJANET E ROTH EXECUTIVE DIRECTOR Telephone no.bullet (610) 434-9645

    Located atbullet600 HAMILTON STREET SUITE 310ALLENTOWNPA ZIP+4bullet18101
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    BARNET H FRAENKEL TRUSTEE
    15.00     		30,000 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    JAMIE P MUSSELMAN TRUSTEE
    15.00     		30,000 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    L CHARLES MARCON TRUSTEE
    15.00     		30,000 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    JANET E ROTH EXECUTIVE DIRECTOR
    50.00     		218,937 26,614 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    J SCOTT PIDCOCK TRUSTEE
    15.00     		30,000 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    DONALD M BERNHARD TRUSTEE
    15.00     		30,000 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    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
    LISA M CURRAN PROGRAM OFFICER
    40.00     		83,500 8,350 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    ERIKA L CHOMKA ADMINISTRATIVE AND O
    40.00     		81,914 8,192 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    ALEX N ZAPATA ACCOUNTING ASSISTANT
    40.00     		17,130 0 0
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    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
    153,815,137
    b
    Average of monthly cash balances.......................
    1b
    287,765
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    154,102,902
    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
    154,102,902
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    2,311,544
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    151,791,358
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    7,589,568
    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
    7,589,568
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    219,840
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    219,840
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    7,369,728
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    7,369,728
    6
    Deduction from distributable amount (see instructions).................
    6
    543,288
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,826,440
    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 6,826,440
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,697,008
    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$ 6,730,530
    a Applied to 2020, but not more than line 2a 3,697,008
    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..... 3,033,522
    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 ..........     		3,792,918
    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:
    JANET E ROTH
    600 HAMILTON STREET SUITE 310
    ALLENTOWN,PA18101
    (610) 434-9645
    JROTH@TREXLERTRUST.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER REQUEST, COPIES OF FORMATION DOCUMENT, GOVERNING INSTRUMENT, IRS DETERMINATION LETTER, FINANCIALS, BUDGET,CLIENT STATISTICS.
    cAny submission deadlines:
    DECEMBER 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE RESTRICTED TO ONLY ORGANIZATIONS DOMICILED IN LEHIGH COUNTY, PA, AND THAT SERVE LEHIGH COUNTY CLIENTS EXCLUSIVELY OR SUBSTANTIALLY SO.
    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
    ALLENTOWN AREA ECUMENICAL FOOD BANK
    245 N 6TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR THE FOOD PANTRY. 60,000
    ALLENTOWN ART MUSEUM
    31 N 5TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO PROVIDE OPERATING SUPPORT TO MITIGATE CHALLENGES DUE TO THE COVID-19 PANDEMIC, PROGRAM DEVELOPMENT AND COMMUNITY ENGAGEMENT. 200,000
    ALLENTOWN CENTRAL CATHOLIC HIGH SCHOOL INC
    301 N 4TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE SCHOLARSHIPS FOR INCOMING MINORITY STUDENTS ENROLLED IN THE ALLENTOWN SCHOOL DISTRICT FROM LOW-INCOME FAMILIES. 45,000
    ALLENTOWN PUBLIC LIBRARY
    1210 HAMILTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 75,000
    ALLENTOWN SCHOOL DISTRICT FOUNDATION
    31 SOUTH PENN STREET PO BOX 328
    ALLENTOWN,PA18105     		NONE PUBLIC CHARITY TO UNDERWRITE THE INSTALLATION OF A THEATRE LIGHTING SYSTEM AT DIERUFF HIGH SCHOOL. 40,000
    ALLENTOWN SYMPHONY ASSOCIATION INC
    23 N 6TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 75,000
    ALLENTOWN YOUTH SOCCER CLUB
    709 W EMMAUS AVE
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE EQUIPMENT COSTS FOR LOW-INCOME CHILDREN. 6,000
    ANIMAL FOOD BANK SERVICES INC
    860 BROAD STREET
    EMMAUS,PA18049     		NONE PUBLIC CHARITY TO PURCHASE, TRANSPORT, AND STORE PET FOOD FOR DISTRIBUTION TO ELDERS, THE DISABLED, AND LOW-INCOME LEHIGH COUNTY RESIDENTS. 5,000
    BIG BROTHERS BIG SISTERS OF THE LEHIGH VALLEY INC
    41 S CARLISLE ST
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO EXPAND THE COMMUNITY-BASED MENTORING PROGRAM IN LEHIGH COUNTY. 15,000
    BOROUGH OF COPLAY
    98 SOUTH 4TH ST
    COPLAY,PA18037     		NONE PUBLIC CHARITY TO RENOVATE THE PLAYGROUND AND TOT LOT AND INSTALL NEW EQUIPMENT. 4,000
    BOYS AND GIRLS CLUBS OF ALLENTOWN
    720 N 6TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE EDUCATIONAL PROGRAMMING AND OPERATING EXPENSES. 83,000
    BRADBURY-SULLIVAN LGBT COMMUNITY CENTER
    522 WEST MAPLE STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO SUPPORT PROGRAMMING FOR LEHIGH COUNTY RESIDENTS. 30,000
    BURNSIDE PLANTATION INC
    1461 SCHOENERSVILLE ROAD
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY TO UNDERWRITE EXPENSES FOR LEHIGH COUNTY FAMILY PROGRAMMING. 7,500
    CAMELOT FOR CHILDREN INC
    2354 W EMMAUS AVENUE
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 5,000
    CANCER SUPPORT COMMUNITY OF THE GREATER LEHIGH VALLEY
    944 MARCON BLVD SUITE 110
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO PROVIDE PROGRAM SUPPORT. 4,000
    CASA GUADALUPE CENTER
    218 N 2ND STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING SUPPORT. 75,000
    CASA GUADALUPE CENTER
    219 N 2ND STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE SUPPORT FOR THE PA'LANTE EDUCATION PROGRAM FOR STUDENTS K-12 97,000
    CATHOLIC CHARITIES DIOCESE OF ALLENTOWN
    900 S WOODWARD STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR COMMUNITY SUPPORT SERVICES. 60,000
    CEDAR CREST COLLEGE
    100 COLLEGE DRIVE
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO PURCHASE INSTRUCTIONAL EQUIPMENT FOR THE BENEFIT OF NEEDY LEHIGH COUNTY STUDENTS. 50,000
    CENTER FOR HUMANISTIC CHANGE INC
    555 UNION BOULEVARD SUITE 7
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO SUPPORT PROGRAMMING IN THE ALLENTOWN SCHOOL DISTRICT. 5,000
    SIGHTS FOR HOPE
    845 W WYOMING STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO SUPPORT VISION REHABILITATION SERVICES FOR LEHIGH COUNTY RESIDENTS. 12,000
    CITY OF ALLENTOWN
    435 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY FOR IMPROVEMENTS, EXTENSION AND MAINTENANCE OF ALL ITS PARKS. 274,545
    CITY OF ALLENTOWN
    435 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY IMPROVEMENTS, EXTENSION AND MAINTENANCE OF ALL ITS PARKS. 1,722,017
    CIVIC THEATRE OF ALLENTOWN
    527 N 19TH STREET
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 50,000
    COMMUNITIES IN SCHOOLS OF EASTERN PENNSYLVANIA
    739 N 12TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES TO DELIVER PROGRAMS IN THE ALLENTOWN SCHOOL DISTRICT. 150,000
    COMMUNITY ACTION DEVELOPMENT CORP OF THE LEHIGH VALLEY
    523 - 525 N 7TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR THE SIXTH STREET SHELTER. 20,000
    COMMUNITY ACTION DEVELOPMENT CORP OF THE LEHIGH VALLEY
    523 - 525 N 7TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE YOUTH PROGRAMMING IN THE NEIGHBORHOOD PARTNERHSIP PROGRAM AREA. 15,000
    COMMUNITY ACTION DEVELOPMENT CORP OF THE LEHIGH VALLEY
    523 - 525 N 7TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE PROGRAM SUPPORT FOR THE SEED FARM TO BENEFIT LEHIGH COUNTY RESIDENTS. 30,000
    COMMUNITY BIKE WORKS
    235 N MADISON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR ALLENTOWN AND LEHIGH COUNTY PROGRAMS. 75,000
    COMMUNITY MUSIC SCHOOL
    1544 HAMILTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES RELATED TO SERVICES AND PROGRAMS FOR LEHIGH COUNTY RESIDENTS. 50,000
    COMMUNITY SERVICES FOR CHILDREN INC
    1520 HANOVER AVE
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO SUPPORT THE ARTIST AND SCIENTIST IN RESIDENCE PROGRAM FOR ALLENTOWN CHILDREN. 35,000
    COPLAY PUBLIC LIBRARY
    49 S 5TH STREET
    COPLAY,PA18037     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING SUPPORT AND COMPUTER SECURITY ENHANCEMENT. 10,823
    DESALES UNIVERSITY
    2755 STATION AVENUE
    CENTER VALLEY,PA18034     		NONE PUBLIC CHARITY TO UNDERWRITE SCHOLARSHIPS SUPPORT FOR NEEDY LEHIGH COUNTY STUDENTS. 25,000
    EASTERSEALS EASTERN PENNSYLVANIA
    1501 LEHIGH STREET SUITE 201
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE DEVELOPMENTAL EVALUATIONS OF LEHIGH COUNTY CHILDREN AND TRAINING FOR THEIR PARENTS. 10,000
    EMMAUS HISTORICAL SOCIETY
    218 MAIN STREET
    EMMAUS,PA18049     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 2,500
    EMMAUS PUBLIC LIBRARY
    11 E MAIN STREET
    EMMAUS,PA18049     		NONE PUBLIC CHARITY TO UNDERWRITE IMPROVEMENTS TO THE ADULT AREA OF THE LIBRARY. 20,000
    EVERLASTING LIFE MINISTRIES
    224 N 6TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING COSTS OF SERVICES FOR LEHIGH COUNTY RESIDENTS. 35,000
    FAMILY PROMISE OF THE LEHIGH VALLEY
    1346 HAMILTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE SERVICES FOR HOMELESS LEHIGH COUNTY FAMILIES. 10,000
    FLINT HILL FARM EDUCATIONAL CENTER INC
    1922 FLINT HILL ROAD
    COOPERSBURG,PA18036     		NONE PUBLIC CHARITY TO UNDERWRITE EDUCATIONAL PROGRAMMING FOR ALLENTOWN SCHOOL DISTRICT CHILDREN. 5,000
    FRIENDS OF THE ALLENTOWN PARKS
    2700 PARKWAY BLVD
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE A PARKS BEAUTIFICATION PROGRAM USING VOLUNTEERS. 5,000
    FUND TO BENEFIT CHILDREN & YOUTH INC
    903 E ELM STREET
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO UNDERWRITE THE PURCHASE OF BASIC HOUSEHOLD ITEMS AND CLOTHING FOR LOW-INCOME LEHIGH COUNTY FAMILIES WITH CHILDREN. 5,000
    GRACE COMMUNITY FOUNDATION
    108 N 5TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING AND FOOD EXPENSES FOR THE PANTRY. 30,000
    GRACE MONTESSORI SCHOOL
    814 LINDEN STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE SCHOLARSHIPS FOR CHILDREN FROM LOW-INCOME FAMILIES RESIDING IN ALLENTOWN. 12,000
    GREATER VALLEY YMCA
    424 15TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE CAPITAL IMPROVEMENTS. 75,000
    GREATER VALLEY YMCA
    425 15TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING SUPPORT FOR THE ALLENTOWN YMCA 175,000
    GUARDIANSHIP SUPPORT AGENCY INC
    523 WALNUT STREET 3RD FLOOR
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES TO ASSIST DECISION-IMPAIRED LEHIGH COUNTY RESIDENTS. 12,000
    HABITAT FOR HUMANITY OF THE LEHIGH VALLEY
    245 NORTH GRAHAM STREET
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO UNDERWRITE THE HOME REPAIR PROGRAM TO KEEP LOW-INCOME ALLENTOWN RESIDENTS IN THEIR HOMES. 100,000
    HAVEN HOUSE
    1411 UNION BOULEVARD
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO UNDERWRITE THE RENOVATION OF SPACE TO CREATE A FOOD PANTRY. 30,000
    HISTORIC CATASAUQUA PRESERVATION ASSOCIATION
    8 RACE ST
    CATASAUQUA,PA18032     		NONE PUBLIC CHARITY TO UNDERWRITE THE COST OF REPAINTING THE MULE BARN. 10,000
    HOUSING ASSOCIATION AND DEVELOPMENT CORPORATION
    513 W CHEW STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO HELP WITH DEVELOPMENT OF A SECURED STORAGE AREA FOR CONSTRUCTION VEHICLES AND EQUIPMENT. 35,000
    JERUSALEM HOUSE MINISTRIES
    202 N 9TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE EXPENSES TO SERVE THE NEEDS OF THE POOR IN THE NEIGHBORHOOD. 50,000
    JEWISH COMMUNITY CENTER OF ALLENTOWN
    702 N 22ND ST
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE THE RENOVATION OF THE EARLY CHILDHOOD EDUCATION CLASSROOMS. 20,000
    JEWISH COMMUNITY CENTER OF ALLENTOWN
    702 N 22ND ST
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 85,000
    JEWISH FAMILY SERVICE OF THE LEHIGH VALLEY
    2004 W ALLEN STREET
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO PROVIDE PROGRAM SUPPORT FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 50,000
    KIDSPEACE
    5300 KIDSPEACE DRIVE
    OREFIELD,PA18069     		NONE PUBLIC CHARITY TO UNDERWRITE PROGRAM SUPPORT FOR THE ALLENTOWN GREEN STREET OUTPATIENT CLINIC. 10,000
    LEHIGH CARBON COMMUNITY COLLEGE FOUNDATION
    4525 EDUCATIONAL PARK DR
    SCHNECKSVILLE,PA18078     		NONE PUBLIC CHARITY TO UNDERWRITE STUDENT AID, TECHNOLOGY AND OTHER CHALLENGES RELATED TO COVID-19. 50,000
    LEHIGH CONFERENCE OF CHURCHES
    457 W ALLEN STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR LEHIGH COUNTY SERVICES. 90,000
    LEHIGH COUNTY HISTORICAL SOCIETY
    432 WALNUT STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 60,000
    LEHIGH COUNTY HUMANE SOCIETY
    640 DIXON STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE THE SHELTER RENOVATION AND EXPANSION PROJECT. 10,000
    LEHIGH COUNTY SENIOR CITIZENS INC
    1633 ELM STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO SUPPORT EDUCATIONAL PROGRAMS, FOOD DELIVERY, AND WELLNESS VISITS FOR LEHIGH COUNTY ELDERS. 25,000
    LEHIGH VALLEY ARTS COUNCIL
    840 HAMILTON ST 201
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR LEHIGH COUNTY SERVICES PROVIDED BY THE LEHIGH VALLEY ARTS & CULTURAL ALLIANCE. 10,000
    LEHIGH VALLEY CENTER FOR INDEPENDENT LIVING
    713 N 13TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR SERVICES TO LEHIGH COUNTY RESIDENTS 30,000
    LEHIGH VALLEY CHILDREN'S CENTERS INC
    1501 LEHIGH STREET SUITE 208
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE COSTS OF THE WHITEHALL OUTDOOR PLAY AREA. 20,000
    LEHIGH VALLEY MILITARY AFFAIRS COUNCIL
    640 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING AND PROGRAM EXPENSES TO SUPPORT THE RECOVERY OF HOMELESS VETERANS IN LEHIGH COUNTY. 5,000
    LIBERTY BELL SHRINE OF ALLENTOWN INC
    622 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE THE COST OF PROGRAMMING FOR ALLENTOWN SCHOOL DISTRICT STUDENTS. 15,000
    MACUNGIE BAND
    31 S WALNUT STREET
    MACUNGIE,PA18062     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 1,000
    MANITO LIFE CENTER
    2160 N CEDAR CREST BLVD
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE SUPPORT FOR EQUINE-BASED THERAPY PROGRAMS FOR AT RISK LEHIGH COUNTY YOUTH. 35,000
    MERCY SCHOOL FOR SPECIAL LEARNING
    830 S WOODWARD STREET
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO PROVIDE OPERATING SUPPORT FOR LEHIGH COUNTY STDUENTS. 55,000
    MOSSER VILLAGE FAMILY CENTER INC
    614 S CARLISE STREET
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO UNDERWRITE THE COSTS OF THE FOOD PANTRY. 7,500
    MUHLENBERG COLLEGE
    2400 W CHEW STREET
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO SUPPORT THE INTERNSHIP PROGRAM IN ALLENTOWN. 40,000
    NORTHERN LEHIGH RECREATION AUTHORITY
    1317 PIN OAK LN
    SLATINGTON,PA18080     		NONE PUBLIC CHARITY TO UNDERWRITE PROGRAM SUPPORT FOR A CHILDREN'S SUMMER CAMP FOR LEHIGH COUNTY RESIDENTS. 10,000
    OLD ALLENTOWN PRESERVATION ASSOCIATION INC
    147 N 10TH ST APT 2
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE THE TREES OF THE STREETSCAPING PROGRAM. 5,000
    PENNSYLVANIA SINFONIA ORCHESTRA
    1524 LINDEN STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO PROVIDE PROGRAM SUPPORT. 15,000
    PINEBROOK FAMILY ANSWERS
    402 N FULTON STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 108,000
    PIONEER BAND OF ALLENTOWN INC
    5608 WEDGE LANE
    WESCOSVILLE,PA18106     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES AND CONCERTS PERFORMED IN LEHIGH COUNTY. 1,000
    PRATYUSH SINHA FOUNDATION
    961 MARCON BLVD
    ALLENTOWN,PA18109     		NONE PUBLIC CHARITY TO UNDERWRITE PROGRAMS IN THE ALLENTOWN SCHOOL DISTRICT. 6,000
    PROMISE NEIGHBORHOODS OF LEHIGH VALLEY
    1101 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE EXPENSES TO DEVELOP A CORPS OF VOLUNTEERS FOR ALLENTOWN. 75,800
    PUBLIC LIBRARY OF CATASAUQUA
    302 BRIDGE STREET
    CATASAUQUA,PA18032     		NONE PUBLIC CHARITY TO UNDERWRITE THE INSTALLATION OF A CUSTOM-FRAMED LED SIGN WITH MASONRY BASE. 20,000
    REPERTORY DANCE THEATRE
    1402 LINDEN STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE EDUCATIONAL OUTREACH PROGRAMS FOR CHILDREN OF THE ALLENTOWN SCHOOL DISTRICT. 12,000
    RIPPLE COMMUNITY INC
    1335 LINDEN STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 125,000
    SACRED HEART HOSPITAL OF ALLENTOWN
    421 W CHEW STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO SUPPORT THE FAITH-BASED NURSING PROGRAM IN ALLENTOWN. 100,000
    SLATINGTON PUBLIC LIBRARY
    650 MAIN STREET
    SLATINGTON,PA18080     		NONE PUBLIC CHARITY TO UNDERWRITE BUILDING REPAIRS. 14,000
    THE ALLENTOWN BAND INC
    1914 GREENLEAF STREET
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING SUPPORT. 5,000
    THE BAUM SCHOOL OF ART
    510 LINDEN STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO SUPPORT GENERAL OPERATING EXPENSES. 110,000
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC
    3144 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 50,000
    THE DA VINCI DISCOVERY CENTER OF SCIENCE AND TECHNOLOGY INC
    3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY THE FIRST OF FIVE INSTALLMENTS ON A FIVE YEAR PLEDGE OF $500,000 TO SUPPORT THE ALLENTOWN EXPANSION PROJECT. 100,000
    THE LITERACY CENTER
    1132 HAMILTON STREET 300
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING AND PROGRAM SUPPORT FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 75,000
    THE MIRACLE LEAGUE OF THE LEHIGH VALLEY
    1605 N CEDAR CREST BLVD
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY TO UNDERWRITE PROGRAM SUPPORT AND EXPANSION OF THE PARKING LOT. 5,000
    THE MUNICIPAL BAND OF ALLENTOWN
    161 E BEIL AVE
    NAZARATH,PA18064     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING SUPPORT AND CONCERTS IN ALLENTOWN. 1,000
    THE NEIGHBORHOOD CENTER
    PO BOX 412
    ALLENTOWN,PA18103     		NONE PUBLIC CHARITY TO SUPPORT OPERATING EXPENSES. 45,000
    THE PENNSYLVANIA SHAKESPEARE FESTIVAL
    2755 STATION AVENUE
    ALLENTOWN,PA18034     		NONE PUBLIC CHARITY TO PROVIDE OPERATING SUPPORT FOR THE WILLPOWER PROGRAM IN LOW-INCOME LEHIGH COUNTY SCHOOLS. 25,000
    THE SALVATION ARMY
    144 N 8TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO SUPPORT THE ALLENTOWN CORPS' OPERATING EXPENSES. 183,000
    SATORI LTD
    2985 FAIRFIELD DR
    NORTH ALLENTOWN,PA18013     		NONE PUBLIC CHARITY TO SUPPORT LEHIGH COUNTY PERFORMANCES AND EDUCATIONAL INITIATIVES FOR THE 2021-2022 SEASON 2,500
    TREATMENT TRENDS INC
    119 N 8TH STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING COSTS FOR THE ALLENTOWN CENTER FOR RECOVERY FOR LEHIGH COUNTY RESIDENTS. 3,500
    UNION AND WEST END CEMETERY ASSOCIATION
    326-348 N 10TH STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES. 10,000
    VIA OF THE LEHIGH VALLEY INC
    336 W SPRUCE STREET
    BETHLEHEM,PA18018     		NONE PUBLIC CHARITY TO UNDERWRITE COMMUNITY EMPLOYMENT SERVICES FOR THE DISABLED LEHIGH COUNTY RESIDENTS. 20,000
    WILDLANDS CONSERVANCY INC
    3701 ORCHID PLACE
    ALLENTOWN,PA18049     		NONE PUBLIC CHARITY TO UNDERWRITE PURSUIT OF ACTIONS RECOMMENDED BY THE 2020 REPORT ON ENVIRONMENTAL EDUCATION IN THE CITY OF ALLENTOWN. 12,500
    WILDLANDS CONSERVANCY INC
    3701 ORCHID PLACE
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO ESTABLISH A VISITORS CENTER AT THE DOROTHY RIDER POOL WILDLIFE SANCTUARY. 25,000
    WILDLANDS CONSERVANCY INC
    3702 ORCHID PLACE
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO CONTINUE IMPLEMENTATION OF THE JORDAN CREEK GREENWAY DEVELOPMENT PARTICULARLY IN ALLENTOWN. 50,000
    WILDLIFE INFORMATION CENTER
    PO BOX 198
    SLATINGTON,PA18108     		NONE PUBLIC CHARITY TO PROVIDE OPERATING SUPPORT FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 25,000
    YOUNG WOMEN'S CHRISTIAN ASSOCIATION
    702 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES FOR SERVICES TO LEHIGH COUNTY RESIDENTS. 75,000
    ZION'S REFORMED UNITED CHURCH OF CHRIST
    620 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE OPERATING EXPENSES OF JUBILEE BREAKFAST MINISTRY TO SERVE THE HOMELESS. 10,000
    MUHLENBERG COLLEGE
    2400 W CHEW ST
    ALLENTOWN,PA18104     		NONE PUBLIC CHARITY AWARD TO AN OUTSTANDING PRE-THEOLOGICAL STUDENT. 500
    CITY OF ALLENTOWN
    435 HAMILTON STREET
    ALLENTOWN,PA18101     		NONE PUBLIC CHARITY TO UNDERWRITE ROMPER DAY. 2,000
    MASONIC LODGES LIBRARY
    1524 W LINDEN STREET
    ALLENTOWN,PA18102     		NONE PUBLIC CHARITY TO EXTEND AND MAINTAIN THE LIBRARY. 2,000
    Total .................................bullet 3a 5,979,685
    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 ...........     		    14 19  
    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 ............     		    14 13,671,233  
    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 16,865,446 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    16,865,446
    (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:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 51,590 25,795 0 25,795

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEI CORE FIXED INCOME FUND AT COST 10,795,608 9,890,743
    SEI DYNAMIC ASSET ALLOCATION FUND AT COST 4,924,969 7,381,440
    SEI EMERGING MARKETS DEBT FUND AT COST 4,055,937 3,679,216
    SEI EMERGING MARKETS EQUITY FUND AT COST 4,119,683 4,088,365
    SEI EXTENDED MARKET INDEX AT COST 3,050,535 4,026,155
    SEI GLOBAL MANAGED VOLATILITY FUND AT COST 5,215,148 5,985,782
    SEI HIGH YIELD BOND FUND AT COST 6,185,341 5,685,441
    SEI MULTI ASSET REAL RETURN FUND AT COST 6,342,868 6,218,829
    SEI S&P 500 INDEX FUND AT COST 13,946,299 21,754,762
    SEI SMALL CAP II FUND A AT COST 2,793,876 2,768,086
    SEI SPECIAL SITUATIONS FUND AT COST 5,500,000 8,324,794
    SEI STRUCTURED CREDIT FUND AT COST 5,117,369 10,404,488
    SEI WORLD EQUITY EX-US FUND AT COST 23,209,376 22,468,183
    SEI CORE PROPERTY FUND AT COST 5,023,262 10,306,184
    SEI GPA III PRIVATE EQUITY FUND AT COST 1,329,993 5,785,483
    SEI GPA IV PRIVATE EQUITY FUND AT COST 2,652,775 5,136,979
    SEI US EQUITY FCTR ALLOC AT COST 9,672,926 11,804,759
    SEI DAILY INCOME GOVERNMENT FUND AT COST 43,633 43,633
    SEI GLOBAL PRIVATE ASSETS V AT COST 681,994 844,357
    SEI VISTA FUND AT COST 6,100,000 6,551,097

    TY 2021 LandEtcSchedule2
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    CAST BRONZE PLAQUE 418 0 418  
    LEHIGH PARKWAY PAINTING 105 0 105  
    COVERED BRIDGE PAINTING 65 0 65  
    SNOW SCENE PAINTING 68 0 68  
    SHEEP RANCH PAINTING 80 0 80  
    FRAME FOR HCT BY NPB 112 0 112  
    2 TAYLOR CHAIRS 900 0 900  
    1 TAYLOR CHAIR 450 0 450  
    JOFCO CREDENZA 1,353 0 1,353  
    JOFCO LAMP TABLE 328 0 328  
    3 SHAW WALKER FILE CABINETS 1,485 0 1,485  
    1 SHAW WALKER FILE CABINET 674 0 674  
    COFFEE TABLE 90 0 90  
    CHAIR 872 0 872  
    SOFA 1,541 0 1,541  
    CHAIR 872 0 872  
    CHAIR 1,053 0 1,053  
    TRUSTEE PICTURE 82 0 82  
    CREDENZA 2,003 0 2,003  
    OFFICE FURNITURE 3,524 0 3,524  
    REFINISHED FURNITURE 9,935 0 9,935  
    BOARDROOM COMMUNICATON 2,592 0 2,592  
    BOARDROOM TECHNOLOGY 8,113 0 8,113  
    REFINISHED FURNITURE 7,887 0 7,887  


    TY 2021 LegalFeesSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 28,044 7,011 0 21,033


    TY 2021 OtherAssetsSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 52,430 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE 12,267 6,133 0 6,134
    BANK CHARGES 134 67 0 67
    COPIER 472 118 0 354
    INFORMATION TECHNOLOGY (GRANT DATABASE & CONSULTING) 31,350 0 0 31,350
    DUES 4,082 2,041 0 2,041
    INTERNET 937 469 0 468
    PAYROLL PROCESSING 1,522 380 0 1,142
    POSTAGE 1,017 254 0 763
    OFFICE SUPPLIES 7,394 1,766 0 5,628
    TELEPHONE 5,578 1,394 0 4,184
    SMALL EQUIPMENT 31,270 10,632 0 20,638
    OFFICE MAINTENANCE 800 200 0 600
    ORPHANS' COURT 5,850 2,925 0 2,925
    LEASEHOLD IMPROVMENTS AND EQUIPMENT 94,853 47,427 0 47,426
    ROMPER DAY 1,644 0 0 1,644


    TY 2021 OtherLiabilitiesSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Description Beginning of Year - Book Value End of Year - Book Value
    ACCRUED EXPENSES 375 0
    EXCISE TAX PAYABLE 0 171,617


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 731,069 731,069 0 0
    CONSULTING 17,792 0 0 17,792


    TY 2021 TaxesSchedule
    Name:
    HARRY C TREXLER ESTATE
    EIN:
    23-1162215
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 224,047 0 0 0