Form990-PF
Click to see attachment
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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 01-01-2021 , and ending 12-31-2021
Name of foundation
NATIONAL CHARITABLE FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 540777
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO, FL32854
A Employer identification number

65-0462974
B Telephone number (see instructions)

(407) 420-9005
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$7,860,656J 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) 173,615
2 Check bullet.............
3 Interest on savings and temporary cash investments 8 8  
4 Dividends and interest from securities... 66,560 66,560  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 939,239
b Gross sales price for all assets on line 6a 22,718,487
7 Capital gain net income (from Part IV, line 2)... 939,239
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,179,422 1,005,807  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 31,100 10,100   21,000
c Other professional fees (attach schedule).... Click to see attachment 232,065 64,088   138,212
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 449 74   375
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 49,365 1,174   41,145
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 312,979 75,436   200,732
25 Contributions, gifts, grants paid....... 1,055,327 1,055,327
26 Total expenses and disbursements. Add lines 24 and 25 1,368,306 75,436   1,256,059
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -188,884
b Net investment income (if negative, enter -0-) 930,371
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 79,723 88,692 88,692
2 Savings and temporary cash investments......... 663,778 863,093 863,093
3 Accounts receivable bullet50
Less: allowance for doubtful accounts bullet   50 50 50
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)   Click to see attachment35,283 35,283
b Investments—corporate stock (attach schedule)....... 5,866,459 Click to see attachment6,372,258 6,372,258
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).......... 1,257,216 Click to see attachment475,320 475,320
14 Land, buildings, and equipment: basis bullet28,185
Less: accumulated depreciation (attach schedule) bullet8,808 26,423 Click to see attachment19,377 19,377
15 Other assets (describe bullet) Click to see attachment6,583 Click to see attachment6,583 Click to see attachment6,583
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,900,232 7,860,656 7,860,656
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........... 7,900,232 7,860,656
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,900,232 7,860,656
30 Total liabilities and net assets/fund balances (see instructions). 7,900,232 7,860,656
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
7,900,232
2
Enter amount from Part I, line 27a .....................
2
-188,884
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
149,308
4
Add lines 1, 2, and 3 ..........................
4
7,860,656
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,860,656
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 SEE ATTACHED SCHEDULE-SHORT TERM P    
b SEE ATTACHED SCHEDULE-LONG TERM P    
c
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 21,999,302   21,292,939 706,363
b 719,185   486,309 232,876
c
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       706,363
b       232,876
c
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 2 939,239
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 3 939,239
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  
3 Add lines 1 and 2........................... 3 12,932
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 12,932
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 12,932
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletGA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDONALD E BROWN Telephone no.bullet (407) 420-9005

    Located atbullet1121 EDGEWATER DRIVEORLANDOFL ZIP+4bullet32804
    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
     
     
    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
    DONALD E BROWN PRESIDENT
    000.00     		0 0 0
    PO BOX 540777
    ORLANDO,FL32854
    STACY SULLIVAN SECRETARY
    000.00     		0 0 0
    PO BOX 540777
    ORLANDO,FL32854
    SUSAN BROWN EXECUTIVE DI
    000.00     		0 0 0
    PO BOX 540777
    ORLANDO,FL32854
    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  
    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.............bullet  
    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 N/A  
    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
    6,771,185
    b
    Average of monthly cash balances.......................
    1b
    792,475
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,563,660
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,563,660
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    113,455
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,450,205
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    372,510
    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
    372,510
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    12,932
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,932
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    359,578
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    359,578
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    359,578
    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 7 359,578
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 72,546
    b From 2017...... 48,336
    c From 2018...... 70,922
    d From 2019...... 283,957
    e From 2020...... 351,559
    f Total of lines 3a through e ........ 827,320
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,256,059
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 359,578
    e Remaining amount distributed out of corpus 896,481
    5 Excess distributions carryover applied to 2021.    
    (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 1,723,801
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		72,546
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,651,255
    10 Analysis of line 9:
    a Excess from 2017.... 48,336
    b Excess from 2018.... 70,922
    c Excess from 2019.... 283,957
    d Excess from 2020.... 351,559
    e Excess from 2021.... 896,481
    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
    ADVENT HEALTH FOUNDATION
    500 E ROLLINS ST
    ORLANDO,FL32803     		NONE 509(A)(1) SCHOOL OF NURSING 350,000
    ADVENTURE CYCLING ASSOCIATION
    150 E PINE STREET
    MISSOULA,MT59802     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,100
    AMERICAN KENNEL CLUB
    260 MADISON AVENUE
    NEW YORK,NY100162401     		NONE 509(A)(1) HUMANE FUND 700
    APPLIED THEATER CENTER
    PO BOX 26471
    GREENVILLE,SC29616     		NONE 509(A)(1) OPERATIONAL SUPPORT 6,000
    ARIZONA COMMUNITY FND OF SEDONA
    2201 E CAMELBACK RD STE
    PHOENIX,AZ85016     		NONE 509(A)(1) OPERATIONAL SUPPORT 25,000
    BABIES NEED BOTTOMS
    PO BOX 5171
    ASHEVILLE,NC28813     		NONE 509(A)(1) OPERATIONAL SUPPORT 6,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON RD
    KANAB,UT84741     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    BUNCOMBE COUNTY SHERRIFF'S DEPT
    60 COURT PLACE
    ASHEVILLE,NC28801     		NONE 509(A)(1) K9 TEAM SUPPORT 15,175
    CUDAS UNHOOKED
    2411 GLENMORE CT
    NEW SMYRNA BEACH,FL32168     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    DAVIS PHINNEY FOUNDATION
    1722 14TH ST
    BOULDER,CO80302     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,250
    DOCTORS WITHOUT BORDERS
    PO BOX 5030
    HAGERSTOWN,MD21741     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    ECKERD COLLEGE INC
    OFFICE OF DEVELOPMENT4200
    ST PETERSBURG,FL33711     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    ENZIAN THEATER INC
    1300 SOUTH ORLANDO AVENUE
    MAITLAND,FL32751     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,500
    FELLOWSHIP BIBLE CHURCH
    PO BOX 253
    EDEN,UT84310     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,500
    FLAT ROCK PLAYHOUSE
    2661 GREENVILLE HWY
    FLAT ROCK,NC28731     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    FND FOR ORANGE COUNTY PUBLIC SCHOOL
    445 W AMELIA ST
    ORLANDO,FL32801     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    GIVE KIDS THE WORLD INC
    210 S BASS ROAD
    KISSIMMEE,FL34746     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,500
    GRACE MEDICAL HOME
    1417 E CONCORD ST
    ORLANDO,FL32803     		NONE 509(A)(1) OPERATIONAL SUPPORT 15,000
    HABITAT FOR HUMANITY GR ORLANDO
    4116 SILVER STAR RD
    ORLANDO,FL32808     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,500
    HIGHLANDS CASHIER HEALTH FND
    PO BOX 742
    HIGHLANDS,NC28741     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    HIGHLANDS COMM CHILD DEVELOPMENT
    89 CHURCH ST
    HIGHLANDS,NC28741     		NONE 509(A)(1) OPERATIONAL SUPPORT 5,000
    HOUSE OF HOPE
    2036 36TH STREET
    ORLANDO,FL32839     		NONE 509(A)(3) OPERATIONAL SUPPORT 10,000
    LIFEBOAT PROJECT
    PO BOX 1083
    APOPKA,FL32704     		NONE 509(A)(1) OPERATIONAL SUPPORT 700
    MANZANITA OUTREACH
    PO BOX 371
    COTTONWOOD,AZ86326     		NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    MARINE DISCOVERY CENTER
    100 BARRACUDA BOULEVARD
    NEW SMYRNA BEACH,FL32169     		NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    MERCY FLIGHT SOUTHEAST
    8864 AIRPORT BLVD
    LEESBURG,FL34788     		NONE 509(A)(1) OPERATIONAL SUPPORT 25,000
    METROPOLITAN MINISTRIES
    905 N GOVERNOR ST
    TAMPA,FL33602     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    NATIONAL ANIMAL INTEREST ALLIANCE
    PO BOX 66579
    PORTLAND,OR972906357     		NONE 509(A)(1) OPERATIONAL SUPPORT 600
    OGDEN VALLEY ADAPTIVE SPORTS
    PO BOX 1193
    EDEN,UT84310     		NONE 509(A)(1) OPERATIONAL SUPPORT 500
    ORANGE COUNTY LIBRARY ASSOC
    101 E CENTRAL AVE
    ORLANDO,FL32801     		NONE 509(A)(1) OPERATIONAL SUPPORT 500
    ORLANDO UNION RESCUE MISSION
    PO BOX 2791
    ORLANDO,FL32802     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    OUR LADY STAR OF THE SEA CATHOLIC C
    4000 S ATLANTIC AVE
    NEW SMYRNA BEACH,FL32169     		NONE 509(A)(1) OPERATIONAL SUPPORT 350
    PARDEE HOSPITAL FOUNDATION
    800 N JUSTICE ST
    HENDERSONVILLE,NC28791     		NONE 509(A)(1) HOSPITAL SUPPORT 2,000
    RAILS-TO-TRAILS CONSERVANCY
    1100 17TH STREET NWPO B
    WASHINGTON,DC200777560     		NONE 509(A)(1) OPERATIONAL SUPPORT 700
    RAINBOW ACRES
    2120 W RESERVATION LOOP R
    CAMP VERDE,AZ86322     		NONE 509(A)(1) OPERATIONAL SUPPORT 22,000
    ROCHESTER MUSEUM & SCIENCE CENTER
    657 EAST AVENUE
    ROCHESTER,NY14607     		NONE 509(A)(1) OPERATIONAL SUPPORT 6,000
    SALUKI TREE OF LIFE ALLIANCE
    3701 SACRAMENTO STREET 3
    SAN FRANCISCO,CA941181705     		NONE 509(A)(1) OPERATIONAL SUPPORT 700
    SECOND HARVEST FOOD BANK OF CENTRAL
    2008 BRENGLE AVENUE
    ORLANDO,FL32808     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    SISTERHOOD CONNECTION FOUNDATION
    PO BOX 382
    COTTONWOOD,AZ86326     		NONE 509(A)(1) OPERATIONAL SUPPORT 10,000
    SISTERHOOD CONNECTION FOUNDATION
    PO BOX 382
    COTTONWOOD,AZ86326     		NONE 509(A)(1) SCHOOL LIBRARY 2,000
    SISTERHOOD CONNECTION FOUNDATION
    PO BOX 382
    COTTONWOOD,AZ86326     		NONE 509(A)(1) COVID RELIEF 15,500
    SOVEREIGN GRACE PRESBYTERIAN CHURCH
    3326 ARCHDALE DR
    CHARLOTTE,NC28210     		NONE 509(A)(1) OPERATIONAL SUPPORT 3,000
    SPCA OF CENTRAL FLORIDA
    2727 CONWAY ROAD
    ORLANDO,FL33839     		NONE 509(A)(1) OPERATIONAL SUPPORT 500
    ST ANDREWS PRESBYTERIAN COLLEGE
    1700 DOGWOOD MILE
    LAURINBURG,NC28352     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    ST JOHN LUTHERAN CHURCH
    1600 SOUTH ORLANDO AVENUE
    WINTER PARK,FL32789     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,500
    TAMPA THEATRE FOUNDATION
    711 FRANKLIN STREET
    TAMPA,FL33602     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    THE HUB ON CANAL STREET
    132 CANAL ST
    NEW SMYRNA BEACH,FL32168     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    TRACK SHACK FOUNDATION
    1104 N MILLS AVE
    ORLANDO,FL32803     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,500
    VERDE VALLEY CAREGIVERS COALITION
    299 VAN DEREN RD
    SEDONA,AZ86336     		NONE 509(A)(1) OPERATIONAL SUPPORT 60,000
    VERDE VALLEY HOMELESS COALITION
    PO BOX 2893
    COTTONWOOD,AZ86326     		NONE 509(A)(1) OPERATIONAL SUPPORT 50,000
    WINTER PARK PUBLIC LIBRARY
    460 E NEW ENGLAND AVENUE
    WINTER PARK,FL32789     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    WMFE COMMUNITY COMMUNICATIONS
    11510 E COLONIAL DRIVE
    ORLANDO,FL32817     		NONE 509(A)(1) OPERATIONAL SUPPORT 2,000
    WMNF COMMUNITY RADIO
    1210 E DR MARTIN LUTHER
    KING JR BLVD
    TAMPA,FL33603     		NONE 509(A)(1) OPERATIONAL SUPPORT 1,000
    A GIFT FOR TEACHING
    6501 MAGIC WAY BLDG 4
    ORLANDO,FL32809     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    ALZHEIMERS ASSOCIATION
    PO BOX 96011
    WASHINGTON,DC20090     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    BUONICONTI FUND
    1095 NW 14TH TERRACE
    MIAMI,FL33136     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    CHILDRENS MIRACLE NETWORK HOSPITAL
    205 WEST 700 S
    SALT LAKE CITY,UT84101     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    CHURCH CRREK REFORMED PRES CHURCH
    2234 PLAINVIEW ROAD
    CHARLESTON,SC29414     		NONE 501(C)(3) OPERATIONAL SUPPORT 3,000
    COMMUNITY FND OF OGDEN VALLEY
    PO BOX 972
    OGDEN,UT84402     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    COMMUNITY FND OF WESTERN NC
    PO BOX 1150
    HIGHLANDS,NC28741     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    CRISIS CENTER TAMPA BAY
    ONE CRISIS CENTER PLAZA
    TAMPA,FL33613     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    FEEDING TAMPA BAY
    4702 TRANSPORT DR BUILD
    TAMPA,FL33605     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    FIRST PRESBYTERIAN CHURCH OF GREENV
    200 WEST WASHINGTON STREE
    GREENVILLE,SC29601     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    FIRST PRESBYTERIAN CHURCH OF HIGHLA
    PO BOX 548
    HIGHLANDS,NC28741     		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000
    FOUNDATION FOR FOSTER CHILDREN
    2265 LEE RD SUITE 203
    ORLANDO,FL32789     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,000
    FRESH START MINISTRIES
    4436 EDGEWATER DRIVE
    ORLANDO,FL32804     		NONE 501(C)(3) OPERATIONAL SUPPORT 15,000
    LA AMISTAD
    8400 LA AMISTAD COVE
    FERN PARK,FL32730     		NONE 501(C)(3) OPERATIONAL SUPPORT 19,201
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 22324
    NEW YORK,NY10087     		NONE 501(C)(3) OPERATIONAL SUPPORT 250
    MARYVILLE ALCOA ANIMAL RESCUE
    426 HOME AVENUE
    MARYVILLE,TN37801     		NONE 501(C)(3) OPERATIONAL SUPPORT 6,000
    MIMS COMMUNITY RADIO
    900 OLD MISSION RD
    NEW SMYRNA,FL32168     		NONE 501(C)(3) OPERATIONAL SUPPORT 650
    NAPLES AMBULANCE
    PO BOX 671
    NAPLES,NY14512     		NONE 501(C)(3) OPERATIONAL SUPPORT 350
    NEMOUR'S CHILDRENS HOSPITAL
    6535 NEMOURS PKWY
    ORLANDO,FL32827     		NONE 501(C)(3) OPERATIONAL SUPPORT 17,968
    NORTH CAROLINA COMMUNITY FOUNDATION
    PO BOX 220
    HIGHLANDS,NC28741     		NONE 501(C)(3) OPERATIONAL SUPPORT 5,000
    OLD TOWN MISSION
    116 PINAL STREET
    COTTONWOOD,AZ86326     		NONE 501(C)(3) OPERATIONAL SUPPORT 10,000
    THE FIRST ACADEMY
    2667 BRUTON BOULEVARD
    ORLANDO,FL32805     		NONE 501(C)(3) OPERATIONAL SUPPORT 50,000
    THE WORD MADE FRESH
    PO BOX 540777
    ORLANDO,FL32854     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    TRAIL FND OF NORTHERN UTAL
    PO BOX 972
    OGDEN,UT84402     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    UNIVERSITY OF TAMPA ATHLETICS
    7412 S DESOTO STREET
    TAMPA,FL33616     		NONE 501(C)(3) OPERATIONAL SUPPORT 1,500
    USTA FLORIDA SECTION FOUNDATION
    12005 PERFORMANCE DRIVE
    ORLANDO,FL32827     		NONE 501(C)(3) OPERATIONAL SUPPORT 17,578
    WORLD BICYCLE RELIEF
    1000 W FULTON MARKET
    CHICAGO,IL60607     		NONE 501(C)(3) OPERATIONAL SUPPORT 500
    WUCF
    12461 RESEARCH PARKWAY S
    ORLANDO,FL32826     		NONE 501(C)(3) OPERATIONAL SUPPORT 2,000
    DOMINICAN FOUNDATION
    141 E 65TH STREET
    NEW YORK,NY10065     		NONE 501(C)(3) MOTHER/CHILD HEALTHCARE 178,555
    ORLANDO HEALTH FOUNDATION
    3160 SOUTHGATE COMMERCE
    ORLANDO,FL32806     		NONE 501(C)(3) HOWARD PHILLIP FUND 2,000
    Total .................................bullet 3a 1,055,327
    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 ...........     		    14 8  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    14 939,239  
    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) ..   1,005,807  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,005,807
    (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
    NATIONAL CHARITABLE FUND INC
     
    Employer identification number

    65-0462974
    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
    NATIONAL CHARITABLE FUND INC
          		Employer identification number
    65-0462974
    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
    DONALD BROWN
    PO BOX 540777
     
    ORLANDO, FL32854

    		$ 25,823


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    ALISON HURST
    6821 CHERRY LANE
     
    ANNANDALE, VA22003

    		$ 21,803


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    JOHN DOWLESS
    4851 LEGACY OAKS DRIVE
     
    ORLANDO, FL32839

    		$ 7,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD
     
    JENKINTOWN, PA19046

    		$ 25,000


    (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
    NATIONAL CHARITABLE FUND INC
          		Employer identification number

    65-0462974
    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
    1
    		 PUBLICLY TRADED SECURITIES $ 25,823 2021-12-17
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PUBLICLY TRADED SECURITIES $ 9,407 2021-05-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PUBLICLY TRADED SECURITIES $ 12,396 2021-12-27
    (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
    NATIONAL CHARITABLE FUND INC
          		Employer identification number

    65-0462974
    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:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SBM, CPAS - 990PF PREPARATION 3,100 3,100    
    AUDIT FEES 28,000 7,000   21,000

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

    TY 2021 AmortizationSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    WEBSITE WORD MADE FRESH 2020-10-01 28,185 1,762 4.0000 7,046     8,808

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Name of Stock End of Year Book Value End of Year Fair Market Value
    COMMON STOCK INVESTMENTS 6,346,108 6,346,108
    PREFERRED STOCK INVESTMENTS 26,150 26,150

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    US Government Securities - End of Year Book Value:

    35,283
    US Government Securities - End of Year Fair Market Value:

    35,283
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CLOSED END FUNDS & ETFS FMV 475,320 475,320

    TY 2021 LandEtcSchedule2
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
      28,185 8,808 19,377 19,377


    TY 2021 OtherAssetsSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    FEDERAL TAX DEPOSIT-2018 1,038 1,038 1,038
    FEDERAL TAX DEPOSIT - 2019 3,897 3,897 3,897
    FEDERAL TAX DEPOSIT - 2020 1,648 1,648 1,648


    TY 2021 OtherExpensesSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    BANK FEES 1,073 195   878
    SOFTWARE 926 926    
    OFFICE 53 53    
    FUNDRAISING - EVENT COSTS 13,602     13,602
    FUNDRAISING - MARKETING 3,037     3,037
    WEBSITE MAINTENANCE 23,628     23,628


    TY 2021 OtherIncreasesSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Description Amount
    UNREALIZED GAINS ON SECURITIES 149,308


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISOR FEES 51,588 51,588    
    ADMINISTRATIVE FEES 25,000 12,500   12,500
    FUNDRAISING FEES - TOURNAMENT 89,000     89,000
    FUNDRAISING FEES - TOURNAMENT CO 36,712     36,712
    FUNDRAISING FEES - VIDEO/DIGITIZ 29,765      


    TY 2021 TaxesSchedule
    Name:
    NATIONAL CHARITABLE FUND INC
    EIN:
    65-0462974
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 74 74    
    LICENSES 375     375