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 01-01-2021 , and ending 12-31-2021
Name of foundation
VNA Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)1180 Spring Centre S Blvd 304
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Altamonte Springs, FL32714
A Employer identification number

59-2498794
B Telephone number (see instructions)

(321) 972-6749
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,799,134
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 64,117 64,117  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 80,942
b Gross sales price for all assets on line 6a 927,536
7 Capital gain net income (from Part IV, line 2)... 80,942
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........ 145,059 145,059  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 7,425 0   5,569
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 13,600 0   10,200
c Other professional fees (attach schedule).... 27,278 21,822   2,728
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 782 782   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 15,089 0   11,317
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 14,072 0   10,526
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 78,246 22,604   40,340
25 Contributions, gifts, grants paid....... 152,000 152,000
26 Total expenses and disbursements. Add lines 24 and 25 230,246 22,604   192,340
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -85,187
b Net investment income (if negative, enter -0-) 122,455
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............. 154 1,198 1,198
2 Savings and temporary cash investments......... 45,602 53,106 53,106
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.......... 20,442 21,599 21,599
10a Investments—U.S. and state government obligations (attach schedule) 268,243 Click to see attachment302,217 302,217
b Investments—corporate stock (attach schedule)....... 1,865,499 Click to see attachment2,044,104 2,044,104
c Investments—corporate bonds (attach schedule)....... 509,271 Click to see attachment376,910 376,910
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 bullet3,554
Less: accumulated depreciation (attach schedule) bullet3,554      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,709,211 2,799,134 2,799,134
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 2,709,211 2,799,134
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)..... 2,709,211 2,799,134
30 Total liabilities and net assets/fund balances (see instructions). 2,709,211 2,799,134
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,709,211
2
Enter amount from Part I, line 27a .....................
2
-85,187
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
175,110
4
Add lines 1, 2, and 3 ..........................
4
2,799,134
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,799,134
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 Publicly Traded Securities      
b
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 927,536   846,594 80,942
b
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       80,942
b
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 80,942
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,702
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,702
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 32
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 32
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 13
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,683
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletwww.vnafoundation.org
    14
    The books are in care ofbulletJohn G Kassab Telephone no.bullet (321) 972-6749

    Located atbullet1180 Spring Centre S Blvd 304Altamonte SpringsFL ZIP+4bullet32714
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    John G Kassab President
    1.00
    0 0 0
    1180 Spring Centre S Blvd Ste 304
    Altamonte Springs,FL32714
    Robert Wheeler Treasurer/Secretary
    8.00
    7,425 0 0
    1180 Spring Centre S Blvd Ste 304
    Altamonte Springs,FL32714
    Grace Chewning Director
    1.00
    0 0 0
    1180 Spring Centre S Blvd Ste 304
    Altamonte Springs,FL32714
    Margaret Brennan Director
    1.00
    0 0 0
    1180 Spring Centre S Blvd Ste 304
    Altamonte Springs,FL32714
    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 N/A 0
    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
    2,759,346
    b
    Average of monthly cash balances.......................
    1b
    51,287
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,810,633
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,810,633
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    42,159
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,768,474
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    138,424
    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
    138,424
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,702
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,702
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    136,722
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    136,722
    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
    136,722
    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 7 136,722
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 2,758
    e From 2020...... 49,767
    f Total of lines 3a through e ........ 52,525
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 192,340
    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..... 136,722
    e Remaining amount distributed out of corpus 55,618
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 108,143
    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) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    108,143
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 2,758
    d Excess from 2020.... 49,767
    e Excess from 2021.... 55,618
    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:
    John G Kassab or Robert Wheeler
    1180 Spring Centre S Blvd Ste 304
    Altamonte Springs,FL32714
    (321) 972-6749
    bThe form in which applications should be submitted and information and materials they should include:
    A grant application form must be submitted, which can be obtained by contacting the Foundation. The grant application instructions contain a listing of other items required to be submitted.
    cAny submission deadlines:
    August 1st annually
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Limited to 501(c)(3) public charities operating within the Florida counties of Orange, Seminole, Osceola, Lake, and Brevard. Grants are generally limited to activities supporting home health care services, services for the elderly and infirm, assistance to indigent patients in need of home health care products or services, relief of the poor and needy in society, and promotion of good health and health care to the public on a charitable basis.
    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
    Alzheimer's & Dementia Resource Center Inc
    715 Douglas Ave Suite 53
    Altamonte Springs,FL32714
    None PC General support for its charitable activities 5,000
    Canine Companions for Independence
    2965 Dutton Ave
    Santa Rosa,CA95407
    None PC General support for its charitable activities 10,000
    Coalition for the Homeless of Central Florida Inc
    18 N Terry Ave
    Orlando,FL32801
    None PC General support for its charitable activities 20,000
    Easterseals Northeast Central Florida Inc
    1219 Dunn Ave
    Daytona Beach,FL321142405
    None PC General support for its charitable activities 5,000
    Habitat for Humanity
    4116 Silver Star Rd
    Orlando,FL32808
    None PC General support for its charitable activities 5,000
    Harbor House of Central Florida Inc
    PO Box 680748
    Orlando,FL328680748
    None PC General support for its charitable activities 17,000
    IDignity Inc
    424 E Central Blvd199
    Orlando,FL32801
    None PC General support for its charitable activities 10,000
    Impower Inc
    111 W Magnolia Ave
    Longwood,FL32750
    None PC General support for its charitable activities 10,000
    Jewish Family Services of Greater Orlando Inc
    2100 Lee Rd
    Winter Park,FL32789
    None PC General support for its charitable activities 10,000
    Meals on Wheels ETC Inc
    2801 S Financial Court
    Sanford,FL32773
    None PC General support for its charitable activities 20,000
    Primrose
    2733 S Fern Creek Ave
    Orlando,FL32806
    None PC General support for its charitable activities 5,000
    Quest Inc
    PO Box 531125
    Orlando,FL32853
    None PC Support their childrens programs for eligible kids 10,000
    Seniors First Inc
    5395 LB McLeod Rd
    Orlando,FL32811
    None PC General support for its charitable activities 20,000
    Winter Park Day Nursery Inc
    741 S Pennsylvania Ave
    Winter Park,FL32789
    None PC General support for its charitable activities 5,000
    Total .................................bullet 3a 152,000
    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 80,942  
    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) .. 0 145,059 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    145,059
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting fees 13,600 0   10,200

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 3.600% 5/14/25 15,950 15,950
    ANTHEM INC 3.650% 12/01/27 10,971 10,971
    AT&T INC 4.450% 4/01/24 16,011 16,011
    BANK OF AMERICA CORP 3.248% 10/21/27 21,288 21,288
    BANK OF MONTREAL 2.500% 6/28/24 15,469 15,469
    CAPITAL ONE FINANCIA 3.750% 3/09/27 16,239 16,239
    CHEVRON CORP 1.554% 5/11/25 15,127 15,127
    CITIGROUP INC 2.700% 10/27/22 10,157 10,157
    COMCAST CORP 4.150% 10/15/28 17,028 17,028
    CVS HEALTH CORP 1.300% 8/21/27 9,694 9,694
    DIGITAL REALTY TRUST 3.700% 8/15/27 16,255 16,255
    DOLLAR GENERAL CORP 3.250% 4/15/23 10,242 10,242
    EQUINIX INC 1.550% 3/15/28 9,619 9,619
    GOLDMAN SACHS GROUP 3.750% 5/22/25 16,008 16,008
    HALLIBURTON COMPANY 3.500% 8/01/23 2,065 2,065
    HP ENTERPRISE CO 1.450% 4/01/24 10,064 10,064
    JPMORGAN CHASE & CO 2.950% 10/01/26 21,113 21,113
    LOWE'S COS INC 1.700% 10/15/30 9,501 9,501
    METLIFE INC 3.600% 4/10/24 15,832 15,832
    MITSUBISHI UFJ FIN 3.761% 7/26/23 15,643 15,643
    MORGAN STANLEY 3.625% 1/20/27 16,262 16,262
    PNC FINANCIAL SERVIC 2.550% 1/22/30 15,420 15,420
    SUMITOMO MITSUI FINL 2.784% 7/12/22 15,185 15,185
    SUNTRUST BANKS INC 4.000% 5/01/25 16,185 16,185
    WALT DISNEY COMPANY/ 2.000% 9/01/29 14,921 14,921
    WESTPAC BANKING CORP 3.400% 1/25/28 21,728 21,728
    Accrued Income - Corporate Bonds 2,933 2,933

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Name of Stock End of Year Book Value End of Year Fair Market Value
    MATCH GROUP INC NEW 12,168 12,168
    BROOKFIELD ASSET MANAGE-CL A 15,032 15,032
    SBA COMMUNICATIONS CORP 9,336 9,336
    VANGUARD REAL ESTATE ETF 34,803 34,803
    ABBVIE INC 12,186 12,186
    ABIOMED INC 6,465 6,465
    ADOBE INC 12,475 12,475
    AGILENT TECHNOLOGIES INC 1,437 1,437
    AIR PRODS & CHEMS INC COM 1,521 1,521
    ALIGN TECHNOLOGY INC 7,886 7,886
    ALPHABET INC CL C 43,404 43,404
    AMAZON COM INC COM 13,337 13,337
    ANSYS INC 5,215 5,215
    APPLE INC 53,981 53,981
    ARES MANAGEMENT CORP-A 1,463 1,463
    AUTODESK INC 7,592 7,592
    BIOMARIN PHARMACEUTICAL INC 9,012 9,012
    BLACK KNIGHT INC 6,548 6,548
    BLACKROCK INC 13,733 13,733
    BLACKSTONE INC 12,939 12,939
    BLOCK INC 1,131 1,131
    BLOCK INC 5,814 5,814
    BLOOM ENERGY CORP 2,785 2,785
    BOEING CO 8,053 8,053
    BOOKING HOLDINGS INC 9,597 9,597
    BOOKING HOLDINGS INC 9,597 9,597
    BRIGHT HORIZONS FAMILY SOLUTIO 1,259 1,259
    BROADCOM INC 16,635 16,635
    BROWN & BROWN INC 4,920 4,920
    BROWN FORMAN CORP CL B 874 874
    CARMAX INC 9,637 9,637
    CBRE GROUP INC 4,991 4,991
    CELANESE CORP 11,764 11,764
    CHEWY INC 6,428 6,428
    CISCO SYSTEMS INC 10,836 10,836
    CITIGROUP INC. 13,588 13,588
    COGNEX CORP 1,011 1,011
    COGNIZANT TECH SOLUTIONS CRP COM 8,872 8,872
    COLFAX CORPORATION 827 827
    COPART INC COM 10,462 10,462
    COSTAR GROUP, INC 10,195 10,195
    COSTAR GROUP, INC 9,088 9,088
    COSTCO WHOLESALE CORP 11,354 11,354
    COSTCO WHOLESALE CORP 10,219 10,219
    CREDIT ACCEPTANCE CORPMICHIGAN 3,438 3,438
    CROWDSTRIKE HOLDINGS INC 4,505 4,505
    CVS HEALTH CORPORATION 17,537 17,537
    DOCUSIGN INC 6,092 6,092
    DOLLAR GENERAL CORP 3,537 3,537
    DOMINOS PIZZA INC 5,643 5,643
    EDWARDS LIFESCIENCES CORP 7,125 7,125
    ELECTRONIC ARTS INC 7,255 7,255
    ELI LILLY & CO COM 13,811 13,811
    ELI LILLY & CO COM 4,972 4,972
    ENPHASE ENERGY INC 5,854 5,854
    ESTEE LAUDER COMPANIES INC 7,034 7,034
    ETSY INC 3,722 3,722
    EXACT SCIENCES CORP 6,304 6,304
    FASTENAL CO 4,869 4,869
    FIDELITY NATL INFORMATION SVCS INC 7,095 7,095
    FIRST REPUBLIC BANK/SAN FRANCI 2,478 2,478
    FNF GROUP 678 678
    GARTNER INC 3,678 3,678
    GUIDEWIRE SOFTWARE INC 5,449 5,449
    HAIN CELESTIAL GROUP INC 8,522 8,522
    HASBRO INC 6,107 6,107
    HEICO CORP CL A 5,783 5,783
    HILTON WORLDWIDE HOLDINGS IN 9,359 9,359
    HOME DEPOT INC 8,300 8,300
    HOWARD HUGHES CORP/THE 2,341 2,341
    HYATT HOTELS CORP 2,110 2,110
    IDEXX CORP 3,951 3,951
    ILLUMINA INC 6,848 6,848
    INTERPUBLIC GROUP COS INC 7,433 7,433
    INTUIT COM 13,508 13,508
    JOHNSON & JOHNSON 5,987 5,987
    JPMORGAN CHASE & CO 21,377 21,377
    KENNEDY-WILSON HOLDINGS INC 1,075 1,075
    KKR & CO INC -A 11,920 11,920
    LAM RESEARCH CORP COM 17,979 17,979
    LAS VEGAS SANDS CORP 4,705 4,705
    LENNAR CORPORATION CLASS A COMMON 5,924 5,924
    LIBERTY BROADBAND CORP 6,766 6,766
    LIBERTY BROADBAND CORP 1,770 1,770
    LIBERTY FORMULA ONE COMMON STOCK 237 237
    LIBERTY FORMULA ONE COMMON STOCK 3,352 3,352
    LIVE NATION ENT INC 7,062 7,062
    MARKEL HOLDINGS 6,170 6,170
    MARTIN MARIETTA MATLS INC COM 3,965 3,965
    MERCK & CO INC NEW 10,730 10,730
    META PLATFORMS INC 6,727 6,727
    META PLATFORMS INC 13,790 13,790
    METTLER-TOLEDO INTL INC 6,789 6,789
    MICROCHIP TECHNOLOGY INC COM 5,224 5,224
    MICROSOFT CORP 50,112 50,112
    MONDELEZ INTERNATIONAL INC 8,289 8,289
    MOODYS CORP 2,734 2,734
    MSCI INC 3,063 3,063
    MSCI INC 10,416 10,416
    NIKE INC CL B 12,500 12,500
    NIKE INC CL B 13,334 13,334
    NVIDIA CORP 13,235 13,235
    O'REILLY AUTOMOTIVE INC 9,181 9,181
    PAYPAL HOLDINGS INC 10,183 10,183
    PROGRESSIVE CORP OHIO 2,464 2,464
    QUALTRICS INTERNATIONAL INC 319 319
    QUANTA SVCS INC COM 4,586 4,586
    RAYTHEON TECHNOLOGIES CORP 9,897 9,897
    RINGCENTRAL INC 7,869 7,869
    ROPER TECHNOLOGIES INC 7,378 7,378
    ROSS STORES INC 1,600 1,600
    SALESFORCE INC 9,149 9,149
    SAREPTA THERAPEUTICS INC 2,972 2,972
    SERVICENOW INC 13,631 13,631
    SUMMIT MATERIALS INC 1,967 1,967
    SYSCO CORP 9,033 9,033
    TARGET CORP 18,515 18,515
    THERMO FISHER SCIENTIFIC INC 10,009 10,009
    TRANSDIGM GROUP INC 11,453 11,453
    TRANSUNION 4,387 4,387
    TYLER TECHNOLOGIES INC 9,683 9,683
    UBER TECHNOLOGIES INC 8,386 8,386
    UNION PACIFIC CORP 10,077 10,077
    UNITED PARCEL SERVICE-CL B 15,004 15,004
    UNITEDHEALTH GROUP INC 22,596 22,596
    VAIL RESORTS INC COM 4,591 4,591
    VERISIGN INC COM 5,584 5,584
    VERISK ANALYTICS INC 3,660 3,660
    VISA INC-CLASS A SHRS 6,501 6,501
    VISA INC-CLASS A SHRS 13,219 13,219
    VULCAN MATERIALS COMPANY 7,888 7,888
    WALMART INC 8,681 8,681
    WALT DISNEY CO 8,519 8,519
    WASTE MANAGEMENT INC 10,014 10,014
    COHEN & STEERS PR SEC&INC-F #6639 40,248 40,248
    ISHARES CMBS ETF 22,538 22,538
    ISHARES MBS ETF 29,543 29,543
    ISHARES RUSSELL 2000 ETF 103,217 103,217
    ISHARES RUSSELL MID-CAP ETF 22,828 22,828
    T. ROWE PR SM-CAP STOCK I #525 41,087 41,087
    VANGUARD HIGH YIELD CORP-ADM #529 32,669 32,669
    VANGUARD INDEX FD ETF 218,285 218,285
    AON PLC 1,803 1,803
    ARCH CAPITAL GROUP LTD 2,711 2,711
    BROOKFIELD INFRASTRUCTURE-A 6,007 6,007
    BROOKFIELD RENEWABLE COR-A 1,547 1,547
    DIAGEO PLC - ADR 8,806 8,806
    EATON CORP PLC 12,962 12,962
    FLEX LTD 8,615 8,615
    GARMIN LTD 8,826 8,826
    HIS Markit LTD 665 665
    MANULIFE FINANCIAL CORP 11,633 11,633
    MEDTRONIC PLC 5,173 5,173
    PERIMETER SOLUTIONS SA 1,222 1,222
    SUNCOR ENERGY INC NEW F 9,011 9,011
    TE CONNECTIVITY LTD 8,874 8,874
    TORONTO DOMINION BK ONT COM NEW 11,119 11,119
    TOTALENERGIES SE -SPON ADR 10,139 10,139
    TRANE TECHNOLOGIES PLC 10,304 10,304
    UNILEVER PLC - ADR 5,917 5,917
    WIX.COM LTD 4,734 4,734
    ARTISAN INTERNATIONAL FD INS #662 37,141 37,141
    HARDING LOEVNER INTL EQTY PORT INSTL 41,205 41,205
    INV OPP DEVELOP MRKTS-R6 #7038 120,068 120,068
    TCW EMRG MRKTS INC-PLAN #5721 24,780 24,780
    Accrued Income - Domestic Equities 247 247
    Accrued Income - International Equities 144 144

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    US Government Securities - End of Year Book Value:

    302,217
    US Government Securities - End of Year Fair Market Value:

    302,217
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 OtherExpensesSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Insurance 739 0   554
    IT Fees - Website Development 4,133 0   3,100
    Miscellaneous Expense 4,513 0   3,385
    Office Expense & Internet 3,290 0   2,468
    Postage 606 0   455
    Board Meetings 486 0   365
    Subscriptions 235 0   176
    State corporation fees 70 0   23


    TY 2021 OtherIncreasesSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Description Amount
    Unrealized gain on investments 171,629
    Prior Period Adjustment 3,481


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment management fees 27,278 21,822   2,728


    TY 2021 TaxesSchedule
    Name:
    VNA Foundation Inc
    EIN:
    59-2498794
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign taxes on investments 782 782   0