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 07-01-2021 , and ending 06-30-2022
Name of foundation
O TEMPLE SLOAN JR FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4900 FALLS OF NEUSE ROAD SUITE 150
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RALEIGH, NC27609
A Employer identification number

56-1870844
B Telephone number (see instructions)

(919) 573-2911
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$44,970,303J 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) 125,500
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,208,191 1,208,191  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,709,996
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 2,709,996
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)....... Click to see attachment 22,848 22,848 22,848
12 Total. Add lines 1 through 11........ 4,066,535 3,941,035 22,848
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 96,119 0 0 96,119
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,055 6,041 0 2,014
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 109,000 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,918 3,689 0 1,229
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 204,004 200,235 0 3,769
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 422,096 209,965 0 103,131
25 Contributions, gifts, grants paid....... 2,019,456 2,019,456
26 Total expenses and disbursements. Add lines 24 and 25 2,441,552 209,965 0 2,122,587
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,624,983
b Net investment income (if negative, enter -0-) 3,731,070
c Adjusted net income (if negative, enter -0-)... 22,848
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............. 6,458 226,979 226,979
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 34,930,129 Click to see attachment36,403,910 44,743,324
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)..........      
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) 34,936,587 36,630,889 44,970,303
Liabilities 17 Accounts payable and accrued expenses.......... 3,601 102,500
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)......... 3,601 102,500
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 34,932,986 36,528,389
29 Total net assets or fund balances (see instructions)..... 34,932,986 36,528,389
30 Total liabilities and net assets/fund balances (see instructions). 34,936,587 36,630,889
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
34,932,986
2
Enter amount from Part I, line 27a .....................
2
1,624,983
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
36,557,969
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
29,580
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
36,528,389
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 BANK OF AMERICA, N.A. - SHORT TERM     2022-06-30
b BANK OF AMERICA, N.A. - LONG TERM     2022-06-30
c MALIN CORP.     2021-12-31
d
e
(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       -80,790
b       2,712,419
c       78,367
d
e
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       -80,790
b       2,712,419
c       78,367
d
e
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 2,709,996
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 -80,790
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 51,862
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 51,862
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 89,814
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 89,814
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 37,952
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet37,952 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)
    bulletNC
    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 addressbulletNO WEBSITE
    14
    The books are in care ofbulletFALLS OF NEUSE MANAGEMENT LLC Telephone no.bullet (919) 573-2911

    Located atbullet4900 FALLS OF NEUSE ROAD SUITE 350RALEIGHNC ZIP+4bullet27609
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (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
    Yes
     
    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
    O TEMPLE SLOAN JR TRUSTEE
    0.12     		0 0 0
    4900 FALLS OF NEUSE SUITE 150
    RALEIGH,NC27609
    CARSON S HENLINE TRUSTEE
    0.12     		0 0 0
    4900 FALLS OF NEUSE SUITE 150
    RALEIGH,NC27609
    MARK H SLOAN TRUSTEE
    0.12     		0 0 0
    4900 FALLS OF NEUSE SUITE 150
    RALEIGH,NC27609
    O TEMPLE SLOAN III TRUSTEE
    0.12     		0 0 0
    4900 FALLS OF NEUSE SUITE 150
    RALEIGH,NC27609
    JAMES R MYERS TRUSTEE
    0.12     		0 0 0
    4900 FALLS OF NEUSE SUITE 150
    RALEIGH,NC27609
    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 THE O. TEMPLE SLOAN, JR. FOUNDATION DISTRIBUTED $1,272,000 TO 69 ORGANIZATIONS AND $747,456 TO 101 INDIVIDUALS DURING THE FISCAL YEAR ENDING 6/30/2022 FOR EDUCATIONAL, CIVIC AND OTHER PURPOSES. 2,019,456
    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
    49,239,060
    b
    Average of monthly cash balances.......................
    1b
    2,549,527
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    51,788,587
    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
    51,788,587
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    776,829
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    51,011,758
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,550,588
    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
    2,550,588
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    51,862
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,862
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,498,726
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,498,726
    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
    2,498,726
    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 2,498,726
    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...... 675,569
    b From 2017...... 1,070,505
    c From 2018...... 646,665
    d From 2019...... 310,181
    e From 2020...... 119,278
    f Total of lines 3a through e ........ 2,822,198
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,122,587
    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..... 2,122,587
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 376,139 376,139
    (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 2,446,059
    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 ..........     		0
    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) ...     		299,430
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,146,629
    10 Analysis of line 9:
    a Excess from 2017.... 1,070,505
    b Excess from 2018.... 646,665
    c Excess from 2019.... 310,181
    d Excess from 2020.... 119,278
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    CHERYL P LIGON
    4900 FALLS OF NEUSE ROAD SUITE 150
    RALEIGH,NC27609
    (919) 573-2911
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    JOHN HARDY
    1911 SUNSET DR
    RALEIGH,NC27608     		NONE I SCHOLARSHIP - THE TRILOGY SCHOOL 831
    HEATH PARKER
    60 FONTANA DR
    CLAYTON,NC27527     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 4,980
    KRISTEN SOMMERFELD
    701 S COLUMBIA DR BOX 23
    DECATUR,GA30030     		NONE I SCHOLARSHIP - COLUMBIA THEOLOGICAL SEMINARY 1,022
    AVERY VINING
    2018 LAUREL DRIVE
    PERRY,GA31069     		NONE I SCHOLARSHIP - GEORGIA STATE UNIVERSITY 6,000
    LOUJIN AKKILA
    1471 CAIRO WAY
    FUQUAYVARINA,NC27526     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 12,000
    BRITTANY OCHSNER
    466 DAYSPRING DRIVE
    BOONE,NC27607     		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 12,000
    HAILEY RASH
    8079 SASSAFRAS LANE
    OXFORD,NC27565     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 8,831
    LAUREN HINSON
    202 ANGLERS WAY
    BEAUFORT,NC28516     		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 12,000
    RYAN RAULYNAITIS
    103 PENNYLAND DRIVE
    ANGIER,NC27501     		NONE I SCHOLARSHIP - OHIO STATE UNIVERSITY 12,000
    PATRICK HARRELL
    116 PINE BLUFF DRIVE
    MOREHEAD CITY,NC28557     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 12,000
    HOPE FARLOW
    102 LOGAN COURT UNIT 302-A
    RALEIGH,NC27607     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 10,881
    SAVANNA STEWART
    PO BOX 504
    TWIN BRIDGES,MT59754     		NONE I SCHOLARSHIP - STANFORD UNIVERSITY 3,000
    NICOLE HRITSCO
    2715 HARRIS STREET
    BOZEMAN,MT59718     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 3,000
    AVA PALMER
    107 GALAHAD DR
    GREENVILLE,NC27858     		NONE I SCHOLARSHIP - UNIVERSITY OF MICHIGAN 9,000
    JAZMYNE CHAVIS
    1512 UPCHURCH WOODS DR
    RALEIGH,NC27603     		NONE I SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY 7,705
    GABRIEL KIRKLEY
    206 LEGGETT AVE
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,000
    ETHAN FORTUNE
    937 JONES WYND
    WAKE FOREST,NC27587     		NONE I SCHOLARSHIP - WAKE TECHNICAL COMMUNITY COLLEGE 2,678
    HELENA SCHOONEN
    3434 QUINCY STREET
    BUTTE,MT59701     		NONE I SCHOLARSHIP - BOISE STATE UNIVERSITY 6,000
    ELIZABETH HOSKINS
    2082 BANNER WHITEHEAD ROAD
    SOPHIA,NC27350     		NONE I SCHOLARSHIP - HIGH POINT UNIVERSITY 12,000
    DAVID MICHAUX
    2129 WOODLAND AVE
    RALEIGH,NC27608     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA WILMINGTON 12,000
    SYDNEY MCDONNELL
    503 PEEBLE STREET
    RALEIGH,NC27608     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 12,000
    PIETER WESTERBEEK
    10733 EAST BRIDGFORD DRIVE
    CARY,NC27518     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 12,000
    KATELYN HAGERMAN
    423 BENDEMEER LANE
    ROLESVILLE,NC27571     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 12,025
    JORDYN MCKAY
    3800 OLD STAGE ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,000
    DAWSON KRAMER
    105 HAVENHURST DRIVE
    TAYLORS,SC29687     		NONE I SCHOLARSHIP - WASHINGTON AND LEE UNIVERSITY 12,000
    ASHLYN DAVIS
    280 BONNET WAY
    SOUTHPORT,NC28461     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 10,306
    SAVANNAH HANSEN
    1600 BOND ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,000
    SERENA NELSON
    234 S ARIZONA
    DILLON,MT59725     		NONE I SCHOLARSHIP - CARROLL COLLEGE 3,000
    MORGAN LAMPMAN
    209 WIDDEKE WAY
    SAN CLEMENTE,CA92672     		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 12,000
    BRYCE STEWART
    5905 SCHOOLHOUSE ROAD PO BOX 62
    GLEN,MT59732     		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 4,888
    JOE EGAN
    16 NORTH WALNUT STREET
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 5,424
    AHLAM AZIZBI
    4301 BAYLINER DRIVE
    RALEIGH,NC27604     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 6,863
    JOSHUA WILLIAMS
    3129 BROUGHTON ROAD
    WENDELL,NC27591     		NONE I SCHOLARSHIP - LOUISBURG COLLEGE 7,335
    SI WON PARK
    6229 PENTRIDGE COURT
    RALEIGH,NC27614     		NONE I SCHOLARSHIP - WESTERN CAROLINA UNIVERSITY 18,000
    MICHAEL NEAL
    1722 MAIN DIVIDE DRIVE
    WAKE FOREST,NC27587     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 6,000
    JAYLA SKY HANSLEY
    372 COALYARD DRIVE
    GARNER,NC27529     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 8,881
    SARAH HOSKINS
    767 FORESTER COURT
    HIGH POINT,NC27265     		NONE I SCHOLARSHIP - HIGH POINT UNIVERSITY 7,631
    TW ROSE
    1508 ROCKWOOD DOWNS DR
    RALEIGH,NC275919662     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
    MYLES MITCHELL
    320 SHERRYBROOK DRIVE
    RALEIGH,NC27610     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA GREENSBORO 10,462
    BREE DEITZ
    4121 MCGRATH WAY
    RALEIGH,NC276169072     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 6,533
    ISAAC PHILLIPS
    230 WINESAP LANE
    WENDELL,NC275917577     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 4,500
    DREW HASBROUCK
    470 WEST GRAND AVE
    EAU CLAIRE,WI54703     		NONE I SCHOLARSHIP - CHIPPEWA VALLEY TECHNICAL COLLEGE 4,661
    FAITH MILES
    2630 EASTMAN ROAD
    GREENVILLE,NC27858     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 8,527
    MORGAN BOWMAN
    330 RODEO TRAIL
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
    JOHN RUSSELL
    711 S 10TH AVE
    BOZEMAN,MT59715     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 2,278
    JENICKA VARGAS
    510 E NELSON AVE
    WAKE FOREST,NC275872414     		NONE I SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY 12,000
    JUSTUS PETERSON
    97 REBICH LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECH OF THE UNIVERSITY OF MONTANA 6,000
    SHELBY COOPER
    1096 SILVERLEAF DRIVE
    YOUNGSVILLE,NC27596     		NONE I SCHOLARSHIP - WILLIAM PEACE UNIVERSITY 9,000
    NOAH CHESTNUTT
    1218 IMPERIAL ROAD
    CARY,NC275115936     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 12,000
    HUNTER HALES
    24365 HWY 324
    DILLON,MT59725     		NONE I SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY 6,000
    KHOFIFA SAFIRA
    2208 MILLPINE DRIVE
    RALEIGH,NC27614     		NONE I SCHOLARSHIP - NORTH GREENVILLE UNIVERSITY 9,000
    ABIGAIL SCARBOROUGH
    9013 BRANCH CREEK WAY
    APEX,NC275396825     		NONE I SCHOLARSHIP - COLLEGE OF CHARLESTON 9,000
    ROSS KREAGER
    916 GREENWOOD DRIVE
    GREENSBORO,NC27410     		NONE I SCHOLARSHIP - GEORGIA INSTITUTE OF TECHNOLOGY 9,000
    BRADELY RAKICH
    229 COSGROVE LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 3,000
    REATA CRAFTON
    HWY 321 8130
    DILLON,MT59725     		NONE I SCHOLARSHIP - MILES COMMUNITY COLLEGE 6,000
    BRYNLEY FITZGERALD
    305 S NEVADA STREET
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 1,164
    ANDREW FORTUNE
    3314 PAVILION LAKE DR
    JOHNS ISLAND,SC29455     		NONE I SCHOLARSHIP - THE MEDICAL UNIVERSITY OF SOUTH CAROLINA 4,500
    EMILY HUBANKS
    2875 TEN MILE ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 6,000
    VENERA ANDERSON
    3438 AUSTIN COURT
    ALEXANDRIA,VA22310     		NONE I SCHOLARSHIP - JOHN HOPKINS UNIVERSITY 17,896
    KAITLYNN COOPER
    1096 SILVERLEAF DRIVE
    YOUNGSVILLE,NC27596     		NONE I SCHOLARSHIP - HIGH POINT UNIVERSITY 9,000
    HANNAH PARKER
    60 FONTANA DRIVE
    CLAYTON,NC27527     		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
    GRACYN EARP
    8416 MORGANS WAY
    RALEIGH,NC276134369     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA WILMINGTON 4,117
    PAEDEN HAMMER
    975 STONEFLY ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - ARIZONA STATE UNIVERSITY 6,000
    ELLA GRACE HORTON
    11109 BRANDING IRON PLACE
    WENDELL,NC27591     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
    KENLEY RUSSELL
    120 PINE BLUFF DRIVE
    MOREHEAD CITY,NC28557     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 7,607
    PAIGE WEATHERFORD
    205 BOW SPRAY DRIVE
    NEWPORT,NC285700139     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 8,731
    EMERSON LEWIS
    1205 HIDDEN COVE AVE
    MOREHEAD CITY,NC28557     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 8,144
    CHRISTIAN MILES
    2630 EASTMAN ROAD
    GREENVILLE,NC278587612     		NONE I SCHOLARSHIP - EAST CAROLINA UNIVERSITY 9,000
    KODY BAIR
    275 EAGLE STONE RIDGE
    YOUNGSVILLE,NC27596     		NONE I SCHOLARSHIP - APPALACHIAN STATE UNIVERSITY 9,000
    ANNA DAVIS
    38 S WATERLOO DRIVE
    CLAYTON,NC27520     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
    ARIANA FOWLER
    250 BIMINI DRIVE
    WINNABOW,NC28479     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 9,000
    KASSIDY APPLEGATE
    83 COSGROVE LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - CEDARVILLE UNIVERSITY 6,000
    WILLIS HARDESTY
    316 FORSYTH STREET
    RALEIGH,NC27609     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 12,000
    TRACY PAULEY
    93 MEADOWLARK LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
    KAYLEE PETERSON
    431 EAST CENTER STREET
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
    JARRETT MOSHER
    P O BOX 291
    DILLON,MT59725     		NONE I SCHOLARSHIP - COLORADO MESA UNIVERSITY 6,000
    CASSANDRA ELLIOTT
    126 CAMILLE CIRCLE
    YOUNGSVILLE,NC27596     		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 8,810
    ULISES BOLAINEZ
    3100 CRANDON LANE
    RALEIGH,NC276042431     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 11,139
    NATALIA LAGUNAS
    70 LINCOLN DRIVE
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECHNOLOGICAL UNIVERSITY 6,000
    JONATHAN WIEBE
    10437 OAKLEY ROAD
    ZEBULON,NC27597     		NONE I SCHOLARSHIP - WAKE TECHNICAL COMMUNITY COLLEGE 104
    COLE TRUMAN
    60 FREEMAN LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,000
    JACE FITZGERALD
    1100 AIRPORT ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 6,000
    JOCELYN MONTALBAN
    210 PRINCESS DRIVE
    GARNER,NC27529     		NONE I SCHOLARSHIP - UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE 11,814
    JONNY REISER
    12 BUFFALO DRIVE
    DILLON,MT59725     		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,000
    DAXON GRAHAM
    597 CRYSTAL LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - CARROLL COLLEGE 6,000
    COOPER HOFFMAN
    12 E ORR STREET
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA STATE UNIVERSITY 2,835
    BRENT TEZAK
    530 S DAKOTA STREET
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECHNOLOGICAL UNIVERSITY 6,000
    BRANDI LOVAAS
    300 N IDAHO STREET 6
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 2,205
    ANTHONY AGEE
    317 SCHULER LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA 6,000
    CHRISTIAN MUCCI
    9041 TENDERFOOT TRAIL
    RALEIGH,NC27615     		NONE I SCHOLARSHIP - LIBERTY UNIVERSITY 9,000
    ALYSSA RASH
    8079 SASSAFRAS LANE
    OXFORD,NC27565     		NONE I SCHOLARSHIP 1,749
    MADI RUEGSEGGER
    2475 IAKNAR LANE
    DILLON,MT59725     		NONE I SCHOLARSHIP - MONTANA TECHNOLOGICAL UNIVERSITY 3,000
    SHECANIAH QUINERLY
    602 MAXWELL DRIVE
    RALEIGH,NC27603     		NONE I SCHOLARSHIP - NORTH CAROLINA CENTRAL UNIVERSITY 8,929
    COLE PULLIAM
    9500 BLACKTAIL ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - MILES COMMUNITY COLLEGE 6,000
    LIAM MAXFIELD
    300 BADGER RUN ROAD
    DILLON,MT59725     		NONE I SCHOLARSHIP - UNIVERSITY OF MONTANA WESTERN 6,000
    KATIE VAN SLYKE
    25 OSPREY COURT
    DILLON,MT59725     		NONE I SCHOLARSHIP - BRIGHAM YOUNG UNIVERSITY 5,594
    TRISTEN SETZER
    P O BOX 45
    WISDOM,MT59761     		NONE I SCHOLARSHIP - MILES COMMUNITY COLLEGE 6,000
    CATHERINE COX
    5514 CRESCENTVIEW PKWY
    RALEIGH,NC276064299     		NONE I SCHOLARSHIP - NORTH CAROLINA STATE UNIVERSITY 4,500
    CHRISTY HANSEN
    P O BOX 1416
    DILLON,MT59725     		NONE I SCHOLARSHIP - OKLAHOMA HORSE SHOEING SCHOOL 6,940
    FORREST WAGONER
    1207 WEST 3RD AVE
    MITCHELL,SD57301     		NONE I SCHOLARSHIP - MITCHELL TECHNICAL COLLEGE 6,436
    JONATHAN LEE
    201 CEDARFIELD COURT
    WENDELL,NC27591     		NONE I SCHOLARSHIP - MILLER-MOTTE COLLEGE 4,000
    LEE COUNTY EDUCATION FOUNDATION
    PO BOX 98
    SANFORD,NC27331     		NONE PC GENERAL OPERATION EXPENSES 10,000
    ST DAVID'S SCHOOL
    3400 WHITE OAK RD
    RALEIGH,NC27609     		NONE PC GENERAL OPERATION EXPENSES 1,000
    BEAVERHEAD COUNTY MUSEUM ASSOCIATION
    15 S MONTANA ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 25,000
    FOUNDATION OF THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE INC
    9201 UNIVERSITY CITY BLVD REESE 412
    CHARLOTTE,NC28223     		NONE PC GENERAL OPERATION EXPENSES 6,000
    FIRST PRESBYTERIAN CHURCH
    111 W MORGAN ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 10,000
    FELLOWSHIP OF CHRISTIAN ATHLETES - TRIANGLE
    4600 MARRIOTT DRIVE
    RALEIGH,NC27612     		NONE PC GENERAL OPERATION EXPENSES 1,500
    OXFORD MASONIC ORPHANAGE
    600 COLLEGE ST
    OXFORD,NC27565     		NONE PC GENERAL OPERATION EXPENSES 1,500
    CHILDREN'S HOME SOCIETY OF NORTH CAROLINA
    604 MEADOW ST
    GREENSBORO,NC27405     		NONE PC GENERAL OPERATION EXPENSES 2,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL OPERATION EXPENSES 5,000
    CONTEMPORARY ART MUSEUM OF RALEIGH
    409 W MARTIN ST
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 2,500
    COMMUNITY EMPOWERMENT FUND
    133 1/2 E FRANKLIN STREET
    CHAPEL HILL,NC27514     		NONE PC GENERAL OPERATION EXPENSES 20,000
    COMMUNITY EMPOWERMENT FUND
    133 1/2 E FRANKLIN STREET
    CHAPEL HILL,NC27514     		NONE PC GENERAL OPERATION EXPENSES 2,500
    DILLON VOLUNTEER FIRE DEPARTMENT
    405 N IDAHO ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 2,500
    HEARTS AND HANDS FOR HAITI
    2013 MIDWOOD DR
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 3,000
    MEREDITH COLLEGE
    3800 HILLSBOROUGH ST
    RALEIGH,NC27607     		NONE PC GENERAL OPERATION EXPENSES 20,000
    NORTH CAROLINA STATE UNIVERSITY - POOLE COLLEGE OF MANAGEMENT
    2801 FOUNDERS DR
    RALEIGH,NC27695     		NONE PC GENERAL OPERATION EXPENSES 22,000
    PATRIOT FOUNDATION
    PO BOX 5069
    PINEHURST,NC28374     		NONE PC GENERAL OPERATION EXPENSES 25,000
    ST MARY'S SCHOOL
    900 HILLSBOROUGH ST
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 10,000
    UNIVERSITY OF MONTANA WESTERN
    710 S ATLANTIC STREET
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 16,000
    UNIVERSITY OF MONTANA WESTERN
    710 S ATLANTIC STREET
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 12,000
    UNIVERSITY OF MONTANA WESTERN
    710 S ATLANTIC STREET
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 12,000
    WAKE TECHNICAL COMMUNITY COLLEGE FOUNDATION INC
    9101 FAYETTEVILLE ROAD
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 12,000
    BEAVERHEAD COUNTY MUSEUM ASSOCIATION
    15 S MONTANA ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 25,000
    BEAVERHEAD LITTLE LEAGUE
    PO BOX 1019
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 10,000
    BOY SCOUTS OF AMERICA
    1325 WEST WALNUT HILL LANE
    IRVING,TX75038     		NONE PC GENERAL OPERATION EXPENSES 25,000
    FIRST PRESBYTERIAN CHURCH
    111 W MORGAN ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 50,000
    HOSPICE OF WAKE COUNTY DBA TRANSITIONS LIFECARE
    1300 ST MARYS ST 4TH FLOOR
    RALEIGH,NC27605     		NONE PC GENERAL OPERATION EXPENSES 50,000
    NC MUSEUM OF HISTORY
    5 EAST EDENTON ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 25,000
    NC BEAUTIFUL
    6700 OLD WAKE FOREST ROAD
    RALEIGH,NC27616     		NONE PC GENERAL OPERATION EXPENSES 17,000
    NC SYMPHONY
    3700 GLENWOOD AVE STE 130
    RALEIGH,NC27612     		NONE PC GENERAL OPERATION EXPENSES 50,000
    NC MUSEUM OF NATURAL SCIENCES
    11 WEST JONES STREET
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 50,000
    NC ZOOLOGICAL SOCIETY
    4403 ZOO PARKWAY
    ASHEBORO,NC27205     		NONE PC GENERAL OPERATION EXPENSES 50,000
    RAVENSCROFT SCHOOL
    7409 FALLS OF NEUSE RD
    RALEIGH,NC27615     		NONE PC GENERAL OPERATION EXPENSES 100,000
    STEP UP MINISTRY
    1701 OBERLIN RD
    RALEIGH,NC27608     		NONE PC GENERAL OPERATION EXPENSES 20,000
    TRIANGLE FAMILY SERVICES INC
    3937 WESTERN BOULEVARD
    RALEIGH,NC27606     		NONE PC GENERAL OPERATION EXPENSES 10,000
    UNIVERSITY OF MONTANA WESTERN
    710 S ATLANTIC STREET
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 50,000
    THE WILLIAM BLACK LODGE INC
    PO BOX 819
    MONTREAT,NC28757     		NONE PC GENERAL OPERATION EXPENSES 37,500
    YMCA WE BUILD PEOPLEYMCA OF THE TRIANGLE INC
    801 CORPORATE CENTER DR SUITE 200
    RALEIGH,NC27607     		NONE PC GENERAL OPERATION EXPENSES 25,000
    BEAVERHEAD COMMUNITY FOOD PANTRY
    131 EAST HELENA ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 2,500
    BEAVERHEAD COUNTY MUSEUM ASSOCIATION
    15 S MONTANA ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 2,000
    BARRETT HOSPITAL DEVELOPMENT CORPORATION
    600 STATE HWY 91 S
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 3,500
    BOYS & GIRLS CLUB OF CENTRAL CAROLINA
    105 WEST ST
    OXFORD,NC27565     		NONE PC GENERAL OPERATION EXPENSES 2,500
    BOYS AND GIRLS CLUBS OF RALEIGH
    605 N RALEIGH BOULEVARD
    RALEIGH,NC27610     		NONE PC GENERAL OPERATION EXPENSES 25,000
    BOY SCOUTS OF AMERICA
    1325 WEST WALNUT HILL LANE
    IRVING,TX75038     		NONE PC GENERAL OPERATION EXPENSES 50,000
    CAMP CORRAL
    5151 GLENWOOD AVENUE
    RALEIGH,NC27612     		NONE PC GENERAL OPERATION EXPENSES 5,000
    CAPPER FOUNDATION
    3500 SW 10TH AVE
    TOPEKA,KS66604     		NONE PC GENERAL OPERATION EXPENSES 2,500
    COMMUNITY MUSIC SCHOOL
    322 CHAPANOKE RD
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 5,000
    CONTEMPORARY ART MUSEUM OF RALEIGH
    409 W MARTIN ST
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 5,000
    DILLON AREA LOVE INC
    114 S PACIFIC ST
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 1,000
    DUKE UNIVERSITY
    324 BLACKWELL ST WASHINGTON BLDG NO
    850
    DURHAM,NC27701     		NONE PC GENERAL OPERATION EXPENSES 5,000
    FELLOWSHIP OF CHRISTIAN ATHLETES - TRIANGLE
    4600 MARRIOTT DRIVE
    RALEIGH,NC27612     		NONE PC GENERAL OPERATION EXPENSES 1,000
    FIRST PRESBYTERIAN CHURCH
    111 W MORGAN ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 14,000
    FIRST PRESBYTERIAN CHURCH
    111 W MORGAN ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 20,000
    FOOD BANK OF CENTRAL & EASTERN NORTH CAROLINA
    1924 CAPITAL BLVD
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 25,000
    FRAGILE X FOUNDATION
    2469 EASTWOOD LN
    MEBANE,NC27302     		NONE PC GENERAL OPERATION EXPENSES 2,500
    FRANKIE LEMMON SCHOOL AND DEVELOPMENT CENTER INC
    1800 GLENWOOD AVENUE
    RALEIGH,NC27608     		NONE PC GENERAL OPERATION EXPENSES 5,000
    HABITAT FOR HUMANITY
    2420 N RALEIGH BLVD
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 7,500
    HEARTS AND HANDS FOR HAITI
    2013 MIDWOOD DR
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 7,400
    HEARTS AND HANDS FOR HAITI
    2013 MIDWOOD DR
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 25,000
    HEARTS AND HANDS FOR HAITI
    2013 MIDWOOD DR
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 12,600
    HEARTS AND HANDS FOR HAITI
    2013 MIDWOOD DR
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 5,000
    HOSPICE OF WAKE COUNTY DBA TRANSITIONS LIFECARE
    1300 ST MARYS ST 4TH FLOOR
    RALEIGH,NC27605     		NONE PC GENERAL OPERATION EXPENSES 5,000
    JUNIOR ACHIEVEMENT OF EASTERN NORTH CAROLINA
    4904 WATERS EDGE DR 155
    RALEIGH,NC27606     		NONE PC GENERAL OPERATION EXPENSES 1,000
    DILLON LITTLE FIDDLERS
    PO BOX 1001
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 1,000
    MEALS ON WHEELS OF WAKE COUNTY
    401 E WHITAKER MILL RD
    RALEIGH,NC27608     		NONE PC GENERAL OPERATION EXPENSES 1,000
    MINA MINISTRIES INC
    7601 FALLS OF NEUSE ROAD
    RALEIGH,NC27615     		NONE PC GENERAL OPERATION EXPENSES 1,500
    NC HUNTERS FOR HUNGRY
    PO BOX 99048
    RALEIGH,NC27624     		NONE PC GENERAL OPERATION EXPENSES 1,000
    NC MUSEUM OF ART
    2110 BLUE RIDGE RD
    RALEIGH,NC27607     		NONE PC GENERAL OPERATION EXPENSES 5,000
    NC SPECIAL OLYMPICS
    2200 GATEWAY CENTER BLVD SUITE 201
    MORRISVILLE,NC27560     		NONE PC GENERAL OPERATION EXPENSES 5,000
    OXFORD MASONIC ORPHANAGE
    600 COLLEGE ST
    OXFORD,NC27565     		NONE PC GENERAL OPERATION EXPENSES 2,500
    DILLON ELEMENTARY SCHOOL DISTRICT
    22 NORTH COTTOM
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 1,500
    WILLIAM PEACE UNIVERSITY
    15 EAST PEACE ST
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 2,500
    PRESBYTERIAN HOME GLENAIRE
    4000 GLENAIRE CIRCLE
    CARY,NC27511     		NONE PC GENERAL OPERATION EXPENSES 2,500
    RALEIGH RESCUE MISSION
    1200 CORPORATION PKWY SUITE 121
    RALEIGH,NC27610     		NONE PC GENERAL OPERATION EXPENSES 2,500
    QUEEN'S UNIVERSITY
    1900 SELWYN AVE
    CHARLOTTE,NC28274     		NONE PC GENERAL OPERATION EXPENSES 2,500
    SALVATION ARMY
    902 WAKE FOREST RD
    RALEIGH,NC27604     		NONE PC GENERAL OPERATION EXPENSES 40,000
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PC GENERAL OPERATION EXPENSES 5,000
    SHALLOW WELL UNITED CHURCH OF CHRIST
    1220 BROADWAY RD
    SANFORD,NC27332     		NONE PC GENERAL OPERATION EXPENSES 5,000
    MONTANA SPECIAL OLYMPICS
    PO BOX 3507
    GREAT FALLS,MT59403     		NONE PC GENERAL OPERATION EXPENSES 2,500
    STEP UP MINISTRY
    1701 OBERLIN RD
    RALEIGH,NC27608     		NONE PC GENERAL OPERATION EXPENSES 5,000
    TRIANGLE FAMILY SERVICES INC
    3937 WESTERN BOULEVARD
    RALEIGH,NC27606     		NONE PC GENERAL OPERATION EXPENSES 5,000
    UNC-TV
    10 TW ALEXANDER DRIVE
    RESEARCH TRIANGLE PARK,NC27709     		NONE PC GENERAL OPERATION EXPENSES 2,000
    UNITED WAY OF BEAVERHEAD COUNTY
    PO BOX 263
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 2,000
    URBAN MINISTRIES OF WAKE COUNTY
    1390 CAPITAL BLVD
    RALEIGH,NC27603     		NONE PC GENERAL OPERATION EXPENSES 1,500
    SOUTHWESTERN MONTANA YMCA
    75 SWANSON WAY
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 25,000
    SOUTHWESTERN MONTANA YMCA
    75 SWANSON WAY
    DILLON,MT59725     		NONE PC GENERAL OPERATION EXPENSES 25,000
    YMCA WE BUILD PEOPLEYMCA OF THE TRIANGLE INC
    801 CORPORATE CENTER DR SUITE 200
    RALEIGH,NC27607     		NONE PC GENERAL OPERATION EXPENSES 50,000
    NC MUSEUM OF NATURAL SCIENCES
    11 WEST JONES STREET
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 5,000
    NC MUSEUM OF HISTORY
    5 EAST EDENTON ST
    RALEIGH,NC27601     		NONE PC GENERAL OPERATION EXPENSES 1,000
    BOYS & GIRLS CLUB OF THE COASTAL PLAIN
    621 W FIRE TOWER ROAD
    WINTERVILLE,NC28590     		NONE PC GENERAL OPERATION EXPENSES 2,500
    SECOND HARVEST FOOD BANK OF NORTHWEST NC
    3330 SHOEFAIR DR NW
    WINSTONSALEM,NC27105     		NONE PC GENERAL OPERATION EXPENSES 2,500
    CAMP CHEERIO
    1430 CAMP CHEERIO RD
    GLADE VALLEY,NC28627     		NONE PC GENERAL OPERATION EXPENSES 5,000
    WORLD VENTURE
    20 INVERNESS PL E
    ENGLEWOOD,CO80112     		NONE PC GENERAL OPERATION EXPENSES 2,500
    GIRL SCOUTS OF MONTANA AND WYOMING
    2303 GRAND AVE
    BILLINGS,MT59102     		NONE PC GENERAL OPERATION EXPENSES 1,000
    Total .................................bullet 3a 2,019,456
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,709,996  
    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 3,941,035 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,941,035
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    O TEMPLE SLOAN JR FOUNDATION
     
    Employer identification number

    56-1870844
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    O TEMPLE SLOAN JR FOUNDATION
          		Employer identification number
    56-1870844
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    O TEMPLE SLOAN JR
    4900 FALLS OF NEUSE ROAD SUITE 150
     
    RALEIGH, NC27609

    		$ 125,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    CHERYL P LIGON
    4900 FALLS OF NEUSE ROAD SUITE 150
     
    RALEIGH, NC27609

    		$ 500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    O TEMPLE SLOAN JR FOUNDATION
          		Employer identification number

    56-1870844
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    O TEMPLE SLOAN JR FOUNDATION
          		Employer identification number

    56-1870844
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION AND ACCOUNTING FEES 8,055 6,041 0 2,014

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Name of Stock End of Year Book Value End of Year Fair Market Value
    U.S. TRUST 31,331,277 38,342,741
    MALIN CORPORATION PLC 552,132 290,021
    AWG STOCK 1,437,290 1,630,752
    NCS STOCK 3,083,211 4,479,810

    TY 2021 OtherDecreasesSchedule
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Description Amount
    OTHER CURRENT YEAR BOOK/TAX DIFFERENCES 29,580


    TY 2021 OtherExpensesSchedule
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 718 539 0 179
    ASSET MGMT FEES & MISC. EXPENSE - U.S. TRUST 191,421 191,421 0 0
    MISCELLANEOUS 3,590 0 0 3,590
    OTHER EXPENSES - BLACKSTONE K-1 7,911 7,911 0 0
    MALIN CORP. 364 364 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    U.S. TRUST MISCELLANEOUS RECEIPTS 1,532 1,532 1,532
    OTHER INCOME - BLACKSTONE K-1 21,316 21,316 21,316


    TY 2021 TaxesSchedule
    Name:
    O TEMPLE SLOAN JR FOUNDATION
    EIN:
    56-1870844
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 109,000 0 0 0