Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

52-7106649
B Telephone number (see instructions)

(888) 866-3275
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$2,311,680J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 52,310 52,253  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 48,741
b Gross sales price for all assets on line 6a 444,378
7 Capital gain net income (from Part IV, line 2)... 48,741
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   5,367  
12 Total. Add lines 1 through 11........ 101,051 106,361  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,149 23,927   4,222
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,250 750 0 500
c Other professional fees (attach schedule).... Click to see attachment 5,501 1   5,500
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,016 1,049   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 288     288
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,204 25,727 0 10,510
25 Contributions, gifts, grants paid....... 135,200 135,200
26 Total expenses and disbursements. Add lines 24 and 25 172,404 25,727 0 145,710
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -71,353
b Net investment income (if negative, enter -0-) 80,634
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.............      
2 Savings and temporary cash investments......... 52,289 113,024 113,024
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,401,198 Click to see attachment2,269,017 2,198,656
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)..........     0
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) 2,453,487 2,382,041 2,311,680
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,453,487 2,382,041
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)..... 2,453,487 2,382,041
30 Total liabilities and net assets/fund balances (see instructions). 2,453,487 2,382,041
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
2,453,487
2
Enter amount from Part I, line 27a .....................
2
-71,353
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,382,134
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
93
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,382,041
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 20. ZIMMER HLDGS INC COM   2021-09-20 2021-10-21
b 10. 3M CO COM   2020-05-19 2021-11-17
c 4. EATON CORP PLC   2021-09-20 2021-11-17
d 60. INTEL CORPORATION   2021-09-20 2021-11-23
e 1.2 KYNDRYL HOLDINGS INCORP REGISTERED   2020-05-05 2021-11-23
3.8 KYNDRYL HOLDINGS INCORP REGISTERED   2020-05-01 2021-11-23
5. HOME DEPOT INC   2021-09-20 2021-12-09
43. CITIGROUP INC COM NEW   2021-09-20 2021-12-13
5. AT&T INC   2019-03-08 2021-12-14
80. AT&T INC   2018-12-10 2021-12-14
16. AT&T INC   2018-12-31 2021-12-14
42. CITIGROUP INC COM NEW   2021-09-20 2021-12-14
20. COMCAST CORP NEW CL A COM   2021-09-20 2021-12-17
9. INTERPUBLIC GROUP COS INC   2021-09-20 2021-12-17
5. STEEL DYNAMICS INC   2021-09-20 2021-12-17
4. TARGET CORP   2021-09-20 2021-12-17
5. ZEBRA TECHNOLOGIES CORP CL A   2021-09-20 2021-12-17
.2 KYNDRYL HOLDINGS INCORP REGISTERED   2020-05-01 2022-01-06
2. ALPHABET INC SHS CL C   2021-09-20 2022-01-07
4. CVS CAREMARK CORP COM   2021-09-20 2022-01-07
1. NORTHROP CORPORATION   2021-09-20 2022-01-07
3. PRICE T ROWE GROUP INC COM   2021-09-20 2022-01-07
2. CHUBB LTD   2021-09-20 2022-01-07
5. ABBOTT LABORATORIES   2021-10-21 2022-02-07
3. CRANE COMPANY   2021-09-20 2022-02-07
57. ACTIVISION BLIZZARD INC   2021-12-17 2022-02-28
2. ABBOTT LABORATORIES   2021-10-21 2022-03-04
45. ABBOTT LABORATORIES   2021-09-20 2022-03-04
2. HONEYWELL INTERNATIONAL INC   2021-09-20 2022-03-04
3. HONEYWELL INTERNATIONAL INC   2021-09-20 2022-03-04
55. MONDELEZ INTERNATIONAL INC   2021-09-20 2022-03-04
17. PRICE T ROWE GROUP INC COM   2021-09-20 2022-03-04
4. VULCAN MATERIALS COMPANY   2021-09-20 2022-03-04
9. OCCIDENTAL PETROLEUM CORPORATION   2021-09-20 2022-03-09
4. CVS CAREMARK CORP COM   2021-09-20 2022-03-16
4. CHEVRONTEXACO CORP COM   2010-05-17 2022-03-16
4. CRANE COMPANY   2021-09-20 2022-03-16
10. HESS CORP   2021-09-20 2022-03-16
9. OCCIDENTAL PETROLEUM CORPORATION   2021-09-20 2022-03-16
11. VULCAN MATERIALS COMPANY   2021-09-20 2022-03-16
14. CVS CAREMARK CORP COM   2021-09-20 2022-04-01
28. CRANE COMPANY   2021-09-20 2022-04-01
11. DR HORTON   2021-09-20 2022-04-01
6. MEDTRONIC PLC SHS   2021-09-20 2022-04-01
10. ALIBABA GROUP HOLDING LT   2020-11-06 2022-04-22
26. ALIBABA GROUP HOLDING LT   2018-11-02 2022-04-22
15. BLACKROCK INC CL A   2021-02-16 2022-04-22
85. CITIGROUP INC COM NEW   2021-02-16 2022-04-22
125. CITIGROUP INC COM NEW   2021-01-25 2022-04-22
10. CROWDSTRIKE HLDGS INC CL A   2021-02-22 2022-04-22
25. CROWDSTRIKE HLDGS INC CL A   2021-02-03 2022-04-22
50. DISNEY WALT CO   2020-11-12 2022-04-22
185. DUPONT DE NEMOURS INC   2021-02-25 2022-04-22
50. FIDELITY NATL INFORMATION SVCS INC COM   2020-08-21 2022-04-22
30. ILLINOIS TOOL WORKS INCORPORATED   2020-08-31 2022-04-22
30. INSULET CORP   2020-08-31 2022-04-22
85. J P MORGAN CHASE & CO COM   2021-02-25 2022-04-22
75. J P MORGAN CHASE & CO COM   2021-02-03 2022-04-22
105. J P MORGAN CHASE & CO COM   2021-01-25 2022-04-22
85. J P MORGAN CHASE & CO COM   2020-08-31 2022-04-22
24. MASTERCARD INC   2019-11-20 2022-04-22
104. MICRON TECHNOLOGY INC   2021-01-20 2022-04-22
1. MICRON TECHNOLOGY INC   2021-01-20 2022-04-22
45. REPLIGEN CORP COM   2020-08-31 2022-04-22
25. BLOCK INC   2021-02-23 2022-04-22
25. BLOCK INC   2021-02-03 2022-04-22
66. STARBUCKS CORP COM   2019-11-20 2022-04-22
141. TJX COMPANIES INCORPORATED NEW   2019-11-20 2022-04-22
33. TELADOC HEALTH INC   2019-11-20 2022-04-22
45. APTIV PLC SHS   2021-02-23 2022-04-22
1. ADVANCED AUTO PTS INC COM   2021-09-20 2022-04-26
2. ANALOG DEVICES INC   2021-09-20 2022-04-26
5. BLACKROCK INC CL A   2021-09-20 2022-04-26
2. BORG WARNER INC   2021-09-20 2022-04-26
2. CATERPILLAR INCORPORATED   2021-09-20 2022-04-26
1. COMCAST CORP NEW CL A COM   2021-09-20 2022-04-26
1. DISCOVER FINL SVCS   2021-09-20 2022-04-26
8. HESS CORP   2021-09-20 2022-04-26
2. HILTON WORLDWIDE HOLDINGS INC REG   2021-09-20 2022-04-26
1. HUMANA INC   2021-09-20 2022-04-26
2. HUNTINGTON BANCSHARES INCORPORATED   2021-12-14 2022-04-26
1. INTERNATIONAL BUSINESS MACHS   2020-05-05 2022-04-26
1. INTERPUBLIC GROUP COS INC   2021-09-20 2022-04-26
1. J P MORGAN CHASE & CO COM   2021-12-13 2022-04-26
1. KRAFT (THE) HEINZ CO SHS   2022-03-04 2022-04-26
1. MICROSOFT CORPORATION   2021-09-20 2022-04-26
2. MOLSON COORS BREWING CO CL B   2021-09-20 2022-04-26
3. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2021-09-20 2022-04-26
2. OWENS CORNING INC   2021-09-20 2022-04-26
1. PPG INDUSTRIES INC   2021-09-20 2022-04-26
2. PFIZER INC   2021-12-09 2022-04-26
3. REGION FINL CORP NEW   2021-12-13 2022-04-26
3. SOUTHWEST AIRLINES COMPANY   2021-09-20 2022-04-26
1. TARGET CORP   2021-09-20 2022-04-26
3. TYSON FOODS INCORPORATED CLASS A   2021-09-20 2022-04-26
1. VANGUARD REIT ETF   2021-09-20 2022-04-26
2. PARAMOUNT GLOBAL   2021-09-20 2022-04-26
2. WELLS FARGO COMPANY   2021-12-13 2022-04-26
3. SENSATA TECHNOLOGIES HLDG PLC REGISTE   2021-09-20 2022-04-26
2. BROADCOM INC   2022-01-07 2022-05-26
5. BROADCOM INC   2021-09-20 2022-05-26
1. CONOCOPHILLIPS COM   2022-04-26 2022-06-09
3. CONOCOPHILLIPS COM   2021-09-20 2022-06-09
7. OCCIDENTAL PETROLEUM CORPORATION   2021-09-20 2022-06-09
10. PROCTER & GAMBLE CO COM   2022-04-26 2022-06-09
2. UNITEDHEALTH GROUP INC   2022-01-07 2022-06-09
10. UNITEDHEALTH GROUP INC   2021-09-20 2022-06-09
8. EATON CORP PLC   2021-09-20 2022-06-09
27. ALPHABET INC SHS CL C   2021-09-20 2022-07-26
1. BERKSHIRE HATHAWAYINC DEL CL B NEW   2021-09-20 2022-08-18
29. DR HORTON   2021-09-20 2022-08-18
6. DR HORTON   2022-02-28 2022-08-18
2. META PLATFORMS INC CLASS A COMMON STOCK   2021-09-20 2022-08-18
2. J P MORGAN CHASE & CO COM   2021-09-20 2022-08-18
1. JOHNSON & JOHNSON   2022-04-26 2022-08-18
1. JOHNSON & JOHNSON   2021-09-20 2022-08-18
2. MERCK AND CO INC SHS   2020-03-04 2022-08-18
2. NEXTERA ENERGY INC SHS   2021-09-20 2022-08-18
1. NORTHROP CORPORATION   2021-09-20 2022-08-18
1. PARKER HANNIFIN CORPORATION   2022-02-07 2022-08-18
4. VANGUARD REIT ETF   2021-09-20 2022-08-18
1. VERTEX PHARMACEUTICALS INC COM   2021-09-20 2022-08-18
4. WELLS FARGO COMPANY   2021-09-28 2022-08-18
1. EOG RESOURCES INC   2022-04-26 2022-08-31
9. EOG RESOURCES INC   2021-09-20 2022-08-31
10. HESS CORP   2021-09-20 2022-08-31
23. OWENS CORNING INC   2021-09-20 2022-08-31
6. STEEL DYNAMICS INC   2022-03-16 2022-08-31
36. STEEL DYNAMICS INC   2021-09-20 2022-08-31
5. TARGET CORP   2021-09-20 2022-08-31
400. FREEPORT-MCMORAN COPPER & GOLD INC COM   2021-02-23 2022-09-15
40. FREEPORT-MCMORAN COPPER & GOLD INC COM   2021-02-25 2022-09-15
830. INVESCO DB COMMODITY INDEX TRACKING FD U   2021-02-09 2022-09-15
795. INVESCO DB AGRICULTURE   2021-02-09 2022-09-15
140. MORGAN STANLEY DEAN WITTER DISCOVER & CO   2021-01-20 2022-09-15
400. SELECT SECTOR SPDR TR FINANCIAL SHS BEN INT   2020-11-12 2022-09-15
24. STEEL DYNAMICS INC   2021-09-20 2022-09-15
120. VANGUARD 500 INDEX FUND SHS ETF   2021-01-05 2022-09-15
10. VANGUARD 500 INDEX FUND SHS ETF   2020-02-24 2022-09-15
5. VANGUARD 500 INDEX FUND SHS ETF   2020-10-21 2022-09-15
2. ANALOG DEVICES INC   2021-10-20 2022-09-21
11. ANALOG DEVICES INC   2021-09-20 2022-09-21
1. MICRON TECHNOLOGY INC   2021-01-24 2022-09-21
12. MICRON TECHNOLOGY INC   2021-09-20 2022-09-21
7. NEWMONT MINING CORP   2022-03-16 2022-09-21
5. NEWMONT MINING CORP   2022-02-28 2022-09-21
16. NEWMONT MINING CORP   2021-09-20 2022-09-21
23. JOHNSON CONTROLS INTER   2021-11-17 2022-09-21
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,005   2,869 136
b 1,823   1,499 324
c 690   620 70
d 2,965   3,156 -191
e 21   31 -10
68   98 -30
2,060   1,650 410
2,591   2,861 -270
112   149 -37
1,798   2,378 -580
360   456 -96
2,548   2,795 -247
983   1,122 -139
330   325 5
315   287 28
898   962 -64
2,983   2,751 232
4   5 -1
5,478   5,520 -42
416   337 79
400   347 53
571   613 -42
400   353 47
639   628 11
305   270 35
4,637   3,530 1,107
242   251 -9
5,443   5,613 -170
372   430 -58
558   645 -87
3,492   3,321 171
2,373   3,475 -1,102
695   674 21
517   228 289
425   337 88
628   308 320
426   360 66
945   667 278
481   228 253
2,027   1,853 174
1,415   1,181 234
3,043   2,522 521
837   963 -126
675   769 -94
881   2,898 -2,017
2,290   3,823 -1,533
10,101   10,994 -893
4,393   5,441 -1,048
6,461   7,498 -1,037
2,059   2,362 -303
5,146   5,446 -300
5,961   6,839 -878
12,558   12,952 -394
5,089   7,067 -1,978
6,125   5,961 164
7,495   6,451 1,044
10,882   12,900 -2,018
9,601   10,127 -526
13,442   13,871 -429
10,882   8,575 2,307
8,546   6,856 1,690
7,258   8,661 -1,403
70   83 -13
6,676   6,887 -211
2,589   6,271 -3,682
2,589   5,700 -3,111
5,159   5,524 -365
8,949   8,335 614
1,916   2,605 -689
4,849   6,780 -1,931
225   202 23
308   336 -28
3,268   4,253 -985
73   82 -9
422   379 43
45   56 -11
110   119 -9
829   534 295
308   256 52
436   402 34
27   30 -3
137   119 18
35   36 -1
123   158 -35
43   40 3
274   292 -18
109   90 19
251   293 -42
174   178 -4
128   145 -17
99   105 -6
63   65 -2
136   147 -11
239   240 -1
282   226 56
109   105 4
60   77 -17
90   97 -7
139   165 -26
1,103   1,252 -149
2,757   2,453 304
121   94 27
363   170 193
472   177 295
1,455   1,608 -153
992   919 73
4,958   4,123 835
1,161   1,241 -80
2,831   3,726 -895
303   272 31
2,215   2,538 -323
458   512 -54
350   704 -354
241   303 -62
166   186 -20
166   164 2
182   156 26
180   163 17
492   347 145
298   303 -5
402   420 -18
293   186 107
183   185 -2
122   115 7
1,100   638 462
1,217   667 550
1,883   2,048 -165
484   446 38
2,901   2,070 831
796   1,202 -406
11,861   14,846 -2,985
1,186   1,446 -260
20,700   13,425 7,275
16,305   13,324 2,981
12,311   10,426 1,885
13,342   10,670 2,672
1,834   1,380 454
42,976   41,033 1,943
3,581   3,175 406
1,791   1,585 206
304   359 -55
1,674   1,846 -172
52   82 -30
621   861 -240
300   507 -207
215   331 -116
686   861 -175
1,232   1,825 -593
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
      52,434
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       136
b       324
c       70
d       -191
e       -10
      -30
      410
      -270
      -37
      -580
      -96
      -247
      -139
      5
      28
      -64
      232
      -1
      -42
      79
      53
      -42
      47
      11
      35
      1,107
      -9
      -170
      -58
      -87
      171
      -1,102
      21
      289
      88
      320
      66
      278
      253
      174
      234
      521
      -126
      -94
      -2,017
      -1,533
      -893
      -1,048
      -1,037
      -303
      -300
      -878
      -394
      -1,978
      164
      1,044
      -2,018
      -526
      -429
      2,307
      1,690
      -1,403
      -13
      -211
      -3,682
      -3,111
      -365
      614
      -689
      -1,931
      23
      -28
      -985
      -9
      43
      -11
      -9
      295
      52
      34
      -3
      18
      -1
      -35
      3
      -18
      19
      -42
      -4
      -17
      -6
      -2
      -11
      -1
      56
      4
      -17
      -7
      -26
      -149
      304
      27
      193
      295
      -153
      73
      835
      -80
      -895
      31
      -323
      -54
      -354
      -62
      -20
      2
      26
      17
      145
      -5
      -18
      107
      -2
      7
      462
      550
      -165
      38
      831
      -406
      -2,985
      -260
      7,275
      2,981
      1,885
      2,672
      454
      1,943
      406
      206
      -55
      -172
      -30
      -240
      -207
      -116
      -175
      -593
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 48,741
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 1,121
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 1,121
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,408
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,408
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 1,287
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,124 RefundedBullet 11 163
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 653067DALLASTX ZIP+4bullet752653067
    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
    BANK OF AMERICA TRUSTEE
    1     		28,149    
    PO BOX 653067
    DALLAS,TX752653067
    JAMES DEMING DIST COMMITTEE MEMBER
    1     		0    
    3878 PACES LOOKOUT DR
    ATLANTA,GA30339
    TOM CREWS DIST COMMITTEE MEMBER
    1     		0    
    155 BLACK WATER CV NW
    ATLANTA,GA30328
    JANE R DIETZ DIST COMMITTEE MEMBER
    1     		0    
    3 EATERN STAR COURT
    GREENSBORO,NC27407
    LARRY B HOOKS DIST COMMITTEE MEMBER
    1     		0    
    3414 PEACHTREE RD NE
    ATLANTA,GA30326
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,771,448
    b
    Average of monthly cash balances.......................
    1b
    110,284
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,881,732
    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
    2,881,732
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    43,226
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,838,506
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    141,925
    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
    141,925
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,121
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,121
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    140,804
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    140,804
    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
    140,804
    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 7 140,804
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 135,187
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 145,710
    a Applied to 2020, but not more than line 2a 135,187
    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..... 10,523
    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 ..........     		130,281
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    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
    SUNSHINE HOUSE CHILDREN'S
    ADVOCACY CENTER
    328 WEST MAIN ST
    SWAINSBORO,GA30401     		N/A PC UNRESTRICTED GENERAL 10,000
    SHEPHERD SPINAL CENTER
    2020 PEACHTREE RD NW
    Atlanta,GA30309     		N/A PC UNRESTRICTED GENERAL 20,000
    CURE CHILDHOOD CANCER
    200 WESTFALL RD
    ROCHESTER,NY14620     		N/A PC UNRESTRICTED GENERAL 10,000
    ATLANTA MISSION
    2353 BOLTON ROAD
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 10,000
    SENIOR CITIZEN SERVICES
    MEALS ON WHEELS
    1705 COMMERCE DRIVE NW
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 10,000
    THE ATLANTA OPERA
    1575 NORTHSIDE DR NW
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 25,000
    ATLANTA COMMUNITY FOOD BANK
    732 JOSEPH E LOWERY BLVD NW
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 25,000
    NO LONGER BOUND
    2725 PINE GROVE ROAD
    CUMMING,GA30041     		N/A PC UNRESTRICTED GENERAL 5,200
    GOOD SAMARITAN HEALTH
    CENTER
    1015 DONALD LEE HOLLOWELL PKWY
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 10,000
    LIONHEART LIFE CENTER
    225 ROSWELL ST
    ALPHARETTA,GA30009     		N/A PC UNRESTRICTED GENERAL 10,000
    Total .................................bullet 3a 135,200
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 48,741  
    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) ..   101,051  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    101,051
    (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:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    830. INVESCO 2022-09   2021-02  
    PURCHASER     		20,700 13,425     7,275  
    795. INVESCO 2022-09   2021-02  
    PURCHASER     		16,305 13,324     2,981  

    TY 2021 GeneralExplanationAttachment
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED 2,269,017 2,198,656

    TY 2021 OtherDecreasesSchedule
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Description Amount
    ROUNDING 14
    924 COST ADJUSTMENT 79


    TY 2021 OtherExpensesSchedule
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER CHARITABLE EXPENSES 288 0   288


    TY 2021 OtherIncomeSchedule2
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FROM PARTNERSHIP/S-CORP   5,367  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 1 1    
    OTHER PROFESSIONAL FEES - CHAR 5,500     5,500


    TY 2021 TaxesSchedule
    Name:
    J MARSHALL & LUCILE G POWELL CHARITABLE TRUST
    EIN:
    52-7106649
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 48 48   0
    EXCISE TAX ESTIMATES 967 0   0
    FOREIGN TAXES ON QUALIFIED FOR 777 777   0
    FOREIGN TAXES ON NONQUALIFIED 224 224   0