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 09-01-2021 , and ending 08-31-2022
Name of foundation
HATTIE M STRONG FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)6564 LOISDALE COURT 330
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, VA221501831
A Employer identification number

53-0237223
B Telephone number (see instructions)

(703) 313-6791
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$34,801,090J Accounting method:
MODIFIED CASH
(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) 100
2 Check bullet.............
3 Interest on savings and temporary cash investments 23 23  
4 Dividends and interest from securities... 857,667 857,667  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,221,187
b Gross sales price for all assets on line 6a 6,816,418
7 Capital gain net income (from Part IV, line 2)... 1,221,187
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........ 2,078,977 2,078,877  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 135,593 27,119   108,474
14 Other employee salaries and wages...... 100,070 25,017   75,053
15 Pension plans, employee benefits....... 84,403 18,339   66,064
16a Legal fees (attach schedule)......... Click to see attachment 425 212   213
b Accounting fees (attach schedule)....... Click to see attachment 19,438 9,719   9,719
c Other professional fees (attach schedule).... Click to see attachment 165,796 99,793   66,003
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 48,269 4,047   14,222
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 43,592 9,656   33,936
21 Travel, conferences, and meetings....... 302 67   235
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 51,272 6,335   22,401
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 649,160 200,304   396,320
25 Contributions, gifts, grants paid....... 1,383,042 1,383,042
26 Total expenses and disbursements. Add lines 24 and 25 2,032,202 200,304   1,779,362
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 46,775
b Net investment income (if negative, enter -0-) 1,878,573
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 134,726 79,442 79,442
3 Accounts receivable bullet325,745
Less: allowance for doubtful accounts bullet   377,459 325,745 325,745
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 26,644,538 Click to see attachment26,798,311 34,395,903
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 27,156,723 27,203,498 34,801,090
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 27,156,723 27,203,498
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 27,156,723 27,203,498
30 Total liabilities and net assets/fund balances (see instructions). 27,156,723 27,203,498
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
27,156,723
2
Enter amount from Part I, line 27a .....................
2
46,775
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
27,203,498
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
27,203,498
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 CUSIP#XXX-XX-XXXX P   2021-09-29
b CUSIP#XXX-XX-XXXX P   2021-09-30
c CUSIP#XXX-XX-XXXX P   2021-09-30
d CUSIP#XXX-XX-XXXX P   2021-09-30
e CUSIP#XXX-XX-XXXX P   2021-09-30
CUSIP#XXX-XX-XXXX P   2021-10-26
CUSIP#XXX-XX-XXXX P   2021-11-10
CUSIP#XXX-XX-XXXX P   2022-01-13
CUSIP#XXX-XX-XXXX P   2022-01-13
CUSIP#XXX-XX-XXXX P   2022-02-14
CUSIP#XXX-XX-XXXX P   2022-02-14
CUSIP#XXX-XX-XXXX P   2022-03-22
CUSIP#XXX-XX-XXXX P   2022-03-22
CUSIP#XXX-XX-XXXX P   2022-03-22
CUSIP#31635V273 P   2022-05-17
CUSIP#XXX-XX-XXXX P   2022-06-14
CUSIP#XXX-XX-XXXX P   2022-06-14
CUSIP#31635V273 P   2022-06-14
LIGATION PROCEEDS P   2022-08-31
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 15,000   9,553 5,447
b 74,613   20,921 53,692
c 386   108 278
d 19,972   13,063 6,909
e 28   18 10
4,516,765   4,518,737 -1,972
400,000   201,537 198,463
200,000   104,280 95,720
50,000   30,655 19,345
100,000   79,974 20,026
200,000   108,157 91,843
50,000   41,028 8,972
100,000   53,644 46,356
50,000   34,148 15,852
100,000   104,685 -4,685
250,000   151,697 98,303
100,000   69,869 30,131
50,000   53,157 -3,157
164     164
539,490     539,490
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       5,447
b       53,692
c       278
d       6,909
e       10
      -1,972
      198,463
      95,720
      19,345
      20,026
      91,843
      8,972
      46,356
      15,852
      -4,685
      98,303
      30,131
      -3,157
      164
      539,490
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 1,221,187
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 26,112
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 26,112
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 42,538
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 42,538
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 16,426
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet16,426 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$ 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)
    bulletVA
    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 addressbulletwww.hattie.org
    14
    The books are in care ofbulletThe Foundation Telephone no.bullet (703) 313-6791

    Located atbullet6564 LOISDALE COURT 330SPRINGFIELDVA ZIP+4bullet221501831
    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
    HENRY L STRONG PRESIDENT/CHAIRMAN
    5.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    BENTE STRONG DIRECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    H GREGORY PLATTS DIRECTOR
    2.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    ROBIN C TANNER SEC/TREAS-EXEC. DIRECTOR
    35.00     		135,593 39,650 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    SIGRID S REYNOLDS VICE PRESIDENT
    2.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    JOHN M LYNHAM JR DIRECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    CAROL L SCHWARTZ DIRECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    MARY C CHOKSI DIRECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    C LOCKWOOD REYNOLDS PHD DIRECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    JANET KERR-TENER PHD DIECTOR
    1.00     		0 0 0
    6564 LOISDALE CT SUITE 330
    SPRINGFIELD,VA22150
    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
    ANDORIA L WILLIAMS BOOKKEEPER
    35.00     		91,265 18,752 0
    6564 LOISDALE CT STE 330
    SPRINGFIELD,VA22150
    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
    ROSS C LITTLE INVESTMENT ADVISORY SERVICES 98,100
    8220 CRESTWOOD HEIGHTS DR 1505
    MC LEAN,VA22102
    JESSICA TREVELYAN GRANTS ADVISORY SERVICES 60,000
    4822 DRUMMOND AVE
    CHEVY CHASE,MD20815
    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
    38,375,373
    b
    Average of monthly cash balances.......................
    1b
    212,956
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    38,588,329
    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
    38,588,329
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    578,825
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    38,009,504
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,900,475
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,900,475
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    26,112
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    26,112
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,874,363
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,874,363
    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
    1,874,363
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,874,363
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 35,530
    e From 2020......  
    f Total of lines 3a through e ........ 35,530
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,779,362
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,779,362
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 35,530 35,530
    (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 ..........     		59,471
    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 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
    ARENA STAGE
    1101 SIXTH ST SW
    WASHINGTON,DC20024     		NONE PC OST (AFTER SCHOOL SUMMER ARTS ENRICHMENT) 5,000
    AFTER-SCHOOL ALL-STARS
    1730 RHODE ISLAND AVE NW
    WASHINGTON,DC20036     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT) 25,000
    ALLIANCE FOR NEW MUSIC-THEATRE
    2242 DECATOR PLACE NW
    WASHINGTON,DC20008     		NONE PC OST (AFTER SCHOOL SUMMER MUSIC ENRICHMENT-LATIN X) 15,000
    BEACON HOUSE
    601 EDGEWOOD STREET NE UNIT 15
    WASHINGTON,DC20017     		NONE PC OST (AFTER SCHOOL HOLISTIC ENRICHMENT) 25,000
    BLACK SWAN ACADEMY
    104 MICHIGAN AVE NE C23
    WASHINGTON,DC20017     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT/YOUTH) 25,000
    CITY BLOSSOMS
    516 KENNEDY ST NW
    WASHINGTON,DC20011     		NONE PC OST (AFTER SCHOOL SUMMER ENVIRONMENTAL/HOLISTIC ENRICHMENT) 15,000
    COLLEGE SUCCESS FNDN - DC
    1805 7TH ST NW SUITE 500
    WASHINGTON,DC20001     		NONE PC OST (AFTER SCHOOL COLLEGE READINESS/PERSISTENCE) 25,000
    COLLEGE TRACKS
    8737 COLESVILLE RD SUITE 1010
    SILVER SPRINGLAKE,MD20910     		NONE PC OST (AFTER SCHOOL COLLEGE READINESS/PERSISTENCE) 25,000
    COMMUNITY BRIDGES INC
    8758 GEORGIA AVE SUITE 540
    SILVER SPRING,MD20910     		NONE PC OST (AFTER SCHOOL ACADEMIC ENRICHMENT/IMMIGRANTS) 25,000
    CRITICAL EXPOSURE
    1816 12TH ST NW 3RD FLR
    WASHINGTON,DC20009     		NONE PC OST (AFTER SCHOOL SUMMER ARTS ENRICHMENT/YOUTH ADVOCACY) 15,000
    CRITTENTON SERVICES OF GREATER WASHINGTON
    815 SILVER SPRING AVE
    SILVER SPRING,MD20910     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT-GIRLS) 5,000
    DANCE INSTITUTE OF WASHINGTON
    3400 14TH ST NW
    WASHINGTON,DC20010     		NONE PC OST (AFTER SCHOOL ARTS ENRICHMENT) 25,000
    EAST OF THE RIVER STEELBAND
    4701 JAY ST NE
    WASHINGTON,DC20019     		NONE PC OST (AFTER SCHOOL SUMMER MUSIC ENRICHMENT) 5,000
    COUNCIL ON FOUNDATIONS
    1255 23RD ST NW 200
    WASHINGTON,DC20037     		NONE PC MEMBERSHIP DUES 7,500
    FIHANKRA AKOMA NITOASO
    2815 STANTON RD SE
    WASHINGTON,DC20020     		NONE PC OST (AFTER SCHOOL SUMMER CAMP HOLISTIC ENRICHMENT) 15,000
    FOLGER SHAKESPERE LIBRARY
    201 EAST CAPITOL ST SE
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL ARTS ENRICHMENT) 5,000
    FOR LOVE OF CHILREN
    1301 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT) 15,000
    FORT DUPONT ICE ARENA
    3779 ELY PL SE
    WASHINGTON,DC20019     		NONE PC OST (AFTER SCHOOL SUMMER SPORTS ENRICHMENT) 5,000
    GALA HISPANIC THEATRE
    2437 15TH ST NW
    WASHINGTON,DC20001     		NONE PC OST (AFTER SCHOOL SUMMER ARTS ENRICHMENT) 5,000
    GIRLS INC OF THE WASHINGTON METRO AREA
    5614 CONNECTICUT AVE NW 279
    WASHINGTON,DC20015     		NONE PC OST (AFTER SCHOOLK SUMMER HOLISTIC ENRICHMENT-GIRLS) 5,000
    HORIZONS GREATER WASHINGTON
    3000 CATHEDRAL AVE NW
    WASHINGTON,DC20008     		NONE PC OST (SUMMER CAMP ACADEMIC/HOLISTIC ENRICHMENT) 5,000
    HORTON'S KIDS
    400 VIRGINIA AVE SW C-130
    WASHINGTON,DC20024     		NONE PC OST (AFTER SCHOOL SUMMER ACADEMIC/HOLISTIC ENRICHMENT) 25,000
    LATINO STUDENT FUND
    910 17TH ST NW SUITE 317
    WASHINGTON,DC20009     		NONE PC OST (AFTER SCHOOL TUTORING/COLLEGE READINESS) 25,000
    LEVINE SCHOOL OF MUSIC
    2801 UPTON ST NW
    WASHINGTON,DC20008     		NONE PC OST (AFTER SCHOOL MUSIC ENRICHMENT) 25,000
    LIBERTY'S PROMISE
    2900A RICHMOND HGWY
    ALEXANDRIA,VA22305     		NONE PC OST (AFTER SCHOOL ACADEMIC ENRICHMENT/IMMIGRANTS) 25,000
    LIFE PIECES TO MASTERPIECES INC
    P O BOX 15127
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT) 25,000
    LIVING CLASSROOMS OF THE NATIONAL CAPITAL REGION
    515 M ST SE SUITE 223
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL SUMMER ENVIRONMENTAL/HOLISTIC ENRICHMENMT) 25,000
    MIKVA CHALLENGE-DC
    655 15TH ST NW SUITE 800
    WASHINGTON,DC20005     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT/YOUTH) 15,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPY
    1667 K ST NW DUITE 550
    WASHINGTON,DC20006     		NONE PC MEMBERSHIP 1,500
    NATIONAL SOCIETY OF BLACK ENGINEERS (NSBE) SEEK
    205 DAINGERFIELD RD
    ALEXANDRIA,VA22314     		NONE PC OST (AFTER SCHOOL SUMMER CAMP ACADEMIC STEM/HOLISTIC ENRICHMENT) 15,000
    NORTHERN VIRGINIA THERAPEUTIC RIDING ASSOCIATION
    6429 CLIFTON RD
    CLIFTON,VA20124     		NONE PC OST (AFTER SCHOOL SPORTS ENRICHMENT) 15,000
    ONE WORLD EDUCATION
    1800 KENYON ST NW
    WASHINGTON,DC20010     		NONE PC OST (AFTER SCHOOL ACADEMIC ENRICHMENT & HS READINESS) 25,000
    PROJECT CREATE
    2208 MARTIN LUTHER KING JR AVE SE
    WASHINGTON,DC20020     		NONE PC OST (AFTER SCHOOL SUMMER ARTTS ENRICHMENT) 25,000
    REACH INC
    9701 APOLLO DR SUITE 100
    LARGO,MD20774     		NONE PC OST (AFTER SCHOOL READING INTERVENTION) 25,000
    RISE DC
    P O BOX 15231
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL ACADEMIC TUTORING/MENTORING) 5,000
    SO WHAT ELSE
    ONE PRESERVE PARKWAY SUITE 150
    ROCKVILLE,MD20852     		NONE PC OST (SUMMER HOLISTIC ENRICHMENT) 5,000
    SMYAL
    410 7TH ST SE
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT/BGTO+ 15,000
    TEENS RUN DC
    700 PENNSYLVANIA AVESE SUITE 2000
    WASHINGTON,DC20003     		NONE PC OST (AFTER SCHOOL SPORTS ENRICHMENT) 2 GRANTS GIVEN: $25,000 + $5,000. 30,000
    THE HOUSE INC DC
    1606 17TH ST SE
    WASHINGTON,DC20020     		NONE PC OST (SUMMER ARTS ENRICHMENT) 5,000
    THE MUSICIANSHIP
    1704 GAINESVILLE ST SE
    WASHINGTON,DC20020     		NONE PC OST (AFTER SCHOOL SUMMER MUSIC ENRICHMENT) 10,000
    THE MUSICIANSHIP FBO WASHINGTON YOUTH CHOIR
    1231-B GOOD HOPE RD SE
    WASHINGTON,DC20020     		NONE PC OST (AFTER SCHOOL ARTS ENRICHMENT) 5,000
    THE THEATRE LAB SCHOOL OF THE DRAMATIC ARTS
    900 MASSACHUSETTS AVE NW
    WASHINGTON,DC20001     		NONE PC OST (AFTER SCHOOL SUMMER ARTS ENRICHMENT) 5,000
    WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS (WRAG)
    110 NEW JERSEY AVE SE SUITE 710
    WASHINGTON,DC20003     		NONE PC MEMBERSHIP 6,500
    WASHINGTON TENNIS & EDUCATION FOUNDATION
    5220 16TH ST NW
    WASHINGTON,DC20011     		NONE PC OST (SUMMER ARTS ENRICHMENT) 5,000
    WASHINGTON YOUTH GARDEN
    3501 NEW YORK AVE NE
    WASHINGTON,DC20010     		NONE PC OST (AFTER SCHOOL SUMMER HOLISTIC ENRICHMENT) 15,000
    WASHINGTON YOUTH GARDEN
    3501 NEW YORK AVE NE
    WASHINGTON,DC20010     		NONE PC OST (SUMMER ARTS ENRICHMENT) 5,000
    WILDERNESS LEADERSHIP & LEARNING
    1758 PARK RD NW
    WASHINGTON,DC20010     		NONE PC OST (AFTER SCHOOL SUMMER ENVIRONMENTAL/HOLISTIC ENRICHMENT) 25,000
    YOUNG PLAYWRIGHTS' THEATRE
    6925 WILLOW ST NW SUITE LL-230
    WASHINGTON,DC20012     		NONE PC OST (AFTER SCHOOL ARTS ENRICHMENT/YOUTH ADVOCACY) 15,000
    CITY BLOSSOMS
    516 KENNEDY ST NW
    WASHINGTON,DC20011     		NONE PC OST (SUMMER ARTS ENRICHMENT) 5,000
    THE CATHOLIC UNIVERSITY OF AMERICA
    620 MICHIGAN AVE NE
    WASHINGTON,DC20064     		NONE PC FOUR (4) $5,000 SCHOLARSHIPS 20,000
    GALLAUDET UNIVERSITY
    800 FLORIDA AVE NE
    WASHINGTON,DC20002     		NONE PC TWO (2) $5,000 SCHOLARSHIPS 10,000
    BOWIE STATE UNIVERSITY
    14000 JERICHO RD
    BOWIE,MD20715     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    FROSTBURG STATE UNIVERSITY
    101 BRADDOCK RD
    FROSTBURG,MD21532     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    NOTRE DAME OF MARYLAND UNIVERSITY
    4701 N CHARLES ST
    BALTIMORE,MD21210     		NONE PC SIX (6) $5,000 SCHOLARSHIPS 30,000
    SALISBURY UNIVERSITY
    1101 CAMDEN AVENUE
    SALISBURY,MD21801     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    TOWSON UNIVERSITY
    8000 YORK ROAD
    TOWSON,MD21252     		NONE GOV SEVEN (7) $5,000 SCHOLARSHIPS 35,000
    UNIVERSITY OF MARYLAND BALTIMORE COUNTY
    1000 HILLTOP CIRCLE
    BALTIMORE,MD21250     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    EAST CAROLINA UNIVERSITY
    244 SPEGHT BUILDING MS-504
    GREENVILLE,NC27858     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    ELON UNIVERSITY
    2615 CAMPUS BOX
    ELON,NC27244     		NONE PC FOUR (4) $5,000 SCHOLARSHIPS 20,000
    FAYETTEVILLE STATE UNIVERSITY
    1200 MURCHISON RD-NEWBOLD STATION
    FAYETTEVILLE,NC28301     		NONE GOV FOUR (4) $5,000 SCHOLARSHIPS 20,000
    NORTH CAROLINA A&T STATE UNIVERSITY
    1601 EAST MARKET ST-380 PROCTOR
    HALL
    GREENSBORO,NC27411     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    SALEM ACADEMY & COLLEGE
    601 SOUTH CHURCH ST
    WINSTONSALEM,NC27101     		NONE PC FIVE (5) $5,000 SCHOLARSHIPS 25,000
    UNIVERSITY OF NORTH CAROLINA-PEMBROKE
    EDUCATION CENTER ROOM 1112
    PEMBROKE,NC28372     		NONE GOV FOUR (4) $5,000 SCHOLARSHIPS 20,000
    UNIVERSITY OF NORTH CAROLINA-WILMINGTON
    601 S COLLEGE RD
    WILMINGTON,NC28403     		NONE GOV SEVEN (7) $5,000 SCHOLARSHIPS 35,000
    WESTERN CAROLINA UNIVERSITY
    204 KILLIAN
    CULLOWHEE,NC28723     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    GEORGE MASON UNIVERSITY
    4400 UNIVERSITY DR MS-M52
    FAIRFAX,VA22030     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    JAMES MADISON UNIVERSITY
    COLLEGE OF EDUCATION-MSC 6911
    HARRISIONBURG,VA22807     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    LONGWOOD UNIVERSITY
    201 HIGH ST 218 HULL
    FARMVILLE,VA23909     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    OLD DOMINION UNIVERSITY
    ROOM 2345 EDUCATION BUILDING
    NORFOLK,VA23509     		NONE GOV SEVEN (7) $5,000 SCHOLARSHIPS 35,000
    RADFORD UNIVERSITY
    P O BOX 6960
    RADFORD,VA24142     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    SHENANDOAH UNIVERSITY
    146 UNIVERSITY DRIVE BOWMAN 111
    WINCHESTER,VA22601     		NONE PC FIVE (5) $5,000 SCHOLARSHIPS 25,000
    UNIVERSITY OF MARY WASHINGTON
    1301 COLLEGE AVENUE TRINKLE HALL
    FREDERICKSBURG,VA22406     		NONE GOV SIX (6) $5,000 SCHOLARSHIPS 30,000
    LONG MILL ELEMENTARY SCHOOL
    1753 LONG MILL RD
    YOUNGSVILLE,NC27596     		NONE GOV SCHOOL SUPPLIES 512
    RACHEL CARSON MIDDLE SCHOOL
    13618 McLEAREN RD
    HERNDON,VA20171     		NONE GOV SCHOOL SUPPLIES 515
    JOHN RUHRAH ELEMENTARY SCHOOL
    701 RAPPOLLA RD
    BALTIMORE,MD21224     		NONE GOV SCHOOL SUPPLIES 526
    BROCK BRIDGE ELEMENTARY SCHOOL
    405 BROCK BRIDGE RD
    LAUREL,MD20724     		NONE GOV SCHOOL SUPPLIES 522
    TIMBER LANE ELEMENTARY SCHOOL
    2737 WEST ST
    FALLS CHURCH,VA22046     		NONE GOV SCHOOL SUPPLIES 500
    POE MIDDLE SCHOOL
    7000 CINDY LN
    ANNANDALE,VA22003     		NONE GOV SCHOOL SUPPLIES 505
    SARGENT SHRIVER ELEMENTARY SCHOOL
    12518 GREENLY ST
    SILVER SPRING,MD20906     		NONE GOV SCHOOL SUPPLIES 536
    MARY CARR GREER ELEMENTARY SCHOOL
    190 LAMBS LN
    CHARLOTTESVILLE,VA22901     		NONE GOV SCHOOL SUPPLIES 530
    P S JONES MIDDLE SCHOOL
    4105 MARKET ST EXTENSION N
    WASHINGTON,NC27889     		NONE GOV SCHOOL SUPPLIES 492
    GUILFORD ELEMENTARY SCHOOL
    7335 OAKLAND MILLS RD
    COLUMBIA,MD21046     		NONE GOV SCHOOL SUPPLIES 535
    DEERFIELD ELEMENTARY SCHOOL
    2307 WILLOUGHBY BEACH RD
    EDGEWOOD,MD21040     		NONE GOV SCHOOL SUPPLIES 530
    WEBB A MURRAY ELEMENTARY SCHOOL
    3901 SECTION HOUSE ROAD
    HICKORY,NC28601     		NONE GOV SCHOOL SUPPLIES 481
    MARLEY ELEMENTARY SCHOOL
    715 COOPER RD
    GLEN BURNIE,MD21060     		NONE GOV SCHOOL SUPPLIES 511
    PERRY HALL HIGH SCHOOL
    4601 EBENEZER RD
    NOTTINGHAM,MD21236     		NONE GOV SCHOOL SUPPLIES 528
    OAKLANDS ELEMENTARY SCHOOL
    13710 LAUREL BOWIE RD
    LAUREL,MD20708     		NONE GOV SCHOOL SUPPLIES 496
    LOCH LOMOND ELMENTARY-PWCS
    7900 AUGUSTA RD
    MANASSAS,VA20111     		NONE GOV SCHOOL SUPPLIES 550
    HB SUGG ELEMENTARY SCHOOL
    3922 GRIMMERSBURG ST
    FARMVILLE,NC27828     		NONE GOV SCHOOL SUPPLIES 540
    FALLS CHURCH HIGH SCHOOL
    7521 JAGUAR TRAIL
    FALLS CHURCH,VA22042     		NONE GOV SCHOOL SUPPLIES 539
    BLUFORD-PEELER STEAM ACADEMY
    1901 TUSCALOOSA ST
    GREENSBORO,NC27401     		NONE GOV SCHOOL SUPPLIES 517
    PURNELL SWETT HIGH SCHOOL
    11344 DEEP BRANCH RD
    MAXTON,NC28364     		NONE GOV SCHOOL SUPPLIES 550
    WOODBURN ELEMENTARY SCHOOL
    3401 HEMLOCK DR
    FALLS CHURCH,VA22042     		NONE GOV SCHOOL SUPPLIES 525
    MILL CREEK TOWNE ELEMENTARY SCHOOL
    17700 PARK MILL DR
    ROCKVILLE,MD20855     		NONE GOV SCHOOL SUPPLIES 517
    FISHBURN PARK ELEMENTARY SCHOOL
    3057 COLONIAL AVE SW
    ROANOKE,VA24015     		NONE GOV SCHOOL SUPPLIES 524
    DOGWOOD ELEMENTARY SCHOOL
    12300 GLADE DR
    RESTON,VA20191     		NONE GOV SCHOOL SUPPLIES 510
    PANTHER LAKE ELEMENTARY SCHOOL
    10151 SUMMERLAKE GROVES ST
    WINTER GARDEN,FL34787     		NONE GOV SCHOOL SUPPLIES 513
    DELAWARE SCHOOL FOR THE DEAF
    630 E CHESTNUT HILL RD
    NEWARK,DE17913     		NONE GOV SCHOOL SUPPLIES 518
    RIVERSIDE ELEMENTARY SCHOOL
    8410 OLD MT VERNON RD
    ALEXANDRIA,VA22309     		NONE GOV SCHOOL SUPPLIES 489
    REID PARK ACADEMY
    4108 W TYVOLA RD
    CHARLOTTE,NC28208     		NONE GOV SCHOOL SUPPLIES 417
    CARROLLTOWNE ELEMENTARY SCHOOL
    6542 RIDGE RD
    SYKESVILLE,MD21784     		NONE GOV SCHOOL SUPPLIES 531
    LONGDALE ELEMENTARY SCHOOL
    9500 NORFOLK ST
    GLEN ALLEN,VA23060     		NONE GOV SCHOOL SUPPLIES 503
    NORTH METRO ACADEMY OF PERFORMING ARTS
    3159 CAMPUS DR NW
    NORCROSS,GA30071     		NONE GOV SCHOOL SUPPLIES 482
    JOHN MOTLEY MOREHEAD HIGH SCHOOL
    134 N PIERCE ST
    EDEN,NC27288     		NONE GOV SCHOOL SUPPLIES 521
    SEVEN TRIBE PLAYGROUND
    950S DUKE ST
    YORK,PA17403     		NONE GOV SCHOOL SUPPLIES 520
    OAK GROVE ELEMENTARY SCHOOL
    5005 GRANDIN ROAD EXTENSION
    ROANOKE,VA24018     		NONE GOV SCHOOL SUPPLIES 537
    SIMKINS ELEMENTARY SCHOOL
    3511E LEE ST
    GREENSBORO,NC27406     		NONE GOV SCHOOL SUPPLIES 495
    WEST SALEM ELEMENTARY SCHOOL
    520 N BRUFFEY ST
    SALEM,VA24153     		NONE GOV SCHOOL SUPPLIES 491
    RONALD E McNAIR ELEMENTARY SCHOOL
    4603 YANCEYVILLE RD
    BROWNS SUMMIT,NC27214     		NONE GOV SCHOOL SUPPLIES 470
    HB SUGG ELEMENTARY SCHOOL
    3992 GRIMMERSBURG ST
    FARMVILLE,NC27828     		NONE GOV SCHOOL SUPPLIES 498
    PRINCE STREET ELEMENTARY SCHOOL
    400 PRINCE ST
    SALISBURY,MD21804     		NONE GOV SCHOOL SUPPLIES 499
    COLEMAN PLACE ELEMENTARY SCHOOL
    2445 PALMYA ST
    NORFOLK,VA23513     		NONE GOV SCHOOL SUPPLIES 473
    JC PARKS ELEMENTARY SCHOOL
    3505 LIVINGSTON RD
    INDIAN HEAD,MD20640     		NONE GOV SCHOOL SUPPLIES 501
    HOPE FOR HYNDMAN CHARTER SCHOOL
    130 SCHOOL DR
    HYNDMAN,PA15545     		NONE GOV SCHOOL SUPPLIES 502
    BROAD BROCK ELEMENTARY SCHOOL
    4615 FERGUSON LN
    RICHMOND,VA23234     		NONE GOV SCHOOL SUPPLIES 524
    SPRING HILL ELEMENTARY SCHOOL
    8201 LEWINSVILLE RD
    McLEAN,VA22102     		NONE GOV SCHOOL SUPPLIES 553
    WHEATON HILL SCHOOL
    12401 DALEWOOD DR
    SILVER SPRING,MD20906     		NONE GOV SCHOOL SUPPLIES 14
    Total .................................bullet 3a 1,383,042
    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 23  
    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 1,221,187  
    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 2,078,877 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,078,877
    (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:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING & TAX SERVICES 19,438 9,719   9,719

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY GOVT MONEY MARKET AT COST 2,072 2,072
    DFA INTL REAL ESTATE SEC PORTFOLIO AT COST 925,578 725,545
    DFA EMERGING MKTS CORE EQU PORTFOLIO AT COST 1,801,932 1,883,794
    DFA US MICRO CAP PRTF INSL AT COST 830,491 1,174,941
    DFA US TARGETED VALUE PRTF INSL AT COST 822,017 1,215,040
    DFA INTL SMALL COMPANT PORTFOLIO AT COST 1,321,563 1,318,691
    DFA INTL SMALL CAP VALUE AT COST 1,247,546 1,290,092
    DFA US SMALL CAP VALUE PRTF INSL AT COST 875,902 1,180,107
    DFA US LARGE CAP VALUE PRTF INSL AT COST 3,495,280 5,786,305
    FIDELITY S/T BOND INDEX FUND AT COST 5,989,956 5,628,976
    VANGUARD TAX-MANAGED FDS FTSE DEV MKTS ETF AT COST 6,618,007 7,342,260
    VANGUARD INDEXFDS S&P 500 ETF USD AT COST 2,149,773 5,841,700
    VANGUARD REAL ESTATE ETF AT COST 584,266 889,104
    DIMENSIONAL ETF TRUST EMGR CRE EQT AT COST 45,008 36,034
    DIMENSIONAL ETF TRUST US SMALL CAP AT COST 68,944 62,225
    DIMENSIONAL ETF TRUST US SMALL CAP AT COST 19,976 19,017

    TY 2021 LegalFeesSchedule
    Name:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL SERVICES & LOAN COLLECTION EXPENSE 425 212   213


    TY 2021 OtherExpensesSchedule
    Name:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER SERVICE & MAINTENANCE 3,788 808   2,980
    INSURANCE 3,596 796   2,800
    REPAIRS & MAINTENANCE 1,344 298   1,046
    OFFICE EXPENSE/MACHINE RENTAL 14,125 3,148   11,061
    TELEPHONE 4,599 1,019   3,580
    POSTAGE 1,200 266   934
    STUDENT LOANS-BAD DEBTS 22,620 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY MANAGEMENT SERVICES 98,100 98,100   0
    ACTUARIAL FEES 7,696 1,693   6,003
    GRANT CONSULTANT 60,000 0   60,000


    TY 2021 TaxesSchedule
    Name:
    HATTIE M STRONG FOUNDATION
    EIN:
    53-0237223
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 18,107 4,012   14,095
    FEDERAL EXCISE TAX 30,000 0   0
    PERSONAL PROPERTY TAX 162 35   127