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 12-01-2021 , and ending 11-30-2022
Name of foundation
THE CHARITABLE FOUNDATION OF THE
BURNS FAMILY INC
Number and street (or P.O. box number if mail is not delivered to street address)60 EAST 42ND STREET 938
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10165
A Employer identification number

13-6114052
B Telephone number (see instructions)

(212) 697-3723
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$4,776,754J 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 239 239  
4 Dividends and interest from securities... 99,268 99,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,743
b Gross sales price for all assets on line 6a 409,096
7 Capital gain net income (from Part IV, line 2)... 261,743
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........ 361,250 361,250  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,000 8,750   26,250
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 7,900 3,950   3,950
c Other professional fees (attach schedule).... Click to see attachment 34,178 34,178   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 610 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 10,003 2,501   7,502
22 Printing and publications.......... 160 40   120
23 Other expenses (attach schedule)....... Click to see attachment 5,906 1,477   4,429
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 93,757 50,896   42,251
25 Contributions, gifts, grants paid....... 200,000 200,000
26 Total expenses and disbursements. Add lines 24 and 25 293,757 50,896   242,251
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 67,493
b Net investment income (if negative, enter -0-) 310,354
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 171,688 201,363 201,363
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 0 Click to see attachment108,721 107,576
b Investments—corporate stock (attach schedule)....... 1,985,076 Click to see attachment1,914,173 4,446,299
c Investments—corporate bonds (attach schedule)....... 25,000 Click to see attachment25,000 21,516
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,181,764 2,249,257 4,776,754
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...........    
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........ 638,652 638,652
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,543,112 1,610,605
29 Total net assets or fund balances (see instructions)..... 2,181,764 2,249,257
30 Total liabilities and net assets/fund balances (see instructions). 2,181,764 2,249,257
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
2,181,764
2
Enter amount from Part I, line 27a .....................
2
67,493
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,249,257
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
2,249,257
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 50 SHS. MICROSOFT CORPORATION P 2010-07-28 2021-12-01
b 25 SHS. COSTCO WHOLESALE CO. P 2002-11-13 2021-12-01
c 100 SHS. NIKE INC. CL B P 2017-07-20 2021-12-06
d 100 SHS. NIKE INC. CL B P 2017-07-20 2021-12-07
e 100 SHS. NIKE INC. CL B P 2017-07-20 2021-12-21
125 SHS. NIKE INC. CL B P 2017-01-24 2022-01-05
2,500 SHS. VIATRIS INC. P 2021-12-21 2022-03-11
50 SHS. MICROSOFT CORPORATION P 2010-07-28 2022-03-23
100 SHS. CONOCOPHILLIPS P 2020-02-13 2022-03-23
100 SHS. APPLE INC. P 2015-02-20 2022-03-23
75 SHS. MICROSOFT CORPORATION P 2010-07-28 2022-03-29
300 SHS. INTEL CORP. P 2014-11-21 2022-03-29
25 SHS. COSTCO WHOLESALE CO. P 2004-11-13 2022-03-29
150 SHS. CITIGROUP INC. P 2021-04-15 2022-03-29
150 SHS. APPLE INC. P 2015-02-20 2022-03-29
75 SHS. APPLE INC. P 2015-02-20 2022-07-20
25 SHS. COSTCO WHOLESALE CO. P 2002-11-13 2022-07-20
100 SHS. APPLE INC. P 2015-02-20 2022-08-02
75 SHS. APPLE INC. P 2015-02-20 2022-08-03
15 SHS. COSTCO WHOLESALE CO. P 2020-11-13 2022-08-03
25 SHS. MICROSOFT CORPORATION P 2010-07-28 2022-08-24
100 SHS. APPLE INC. P 2015-02-20 2022-08-16
50 SHS. APPLE INC. P 2015-02-20 2022-08-24
200 SHS. CARRIER GLOBAL CORP. P 2021-03-31 2022-08-24
175 SHS. CISCO SYSTEMS INC. P 2015-09-10 2022-08-24
250 SHS. COMCAST CORP. CL A P 2017-04-26 2022-08-24
275 SHS. INTEL CORP. P 2012-09-25 2022-08-24
25 SHS. MICROSOFT CORPORATION P 2010-07-28 2022-08-24
SECURITIES LITIGATION-BNY MELLON P   2022-08-15
100 SHS. APPLE INC. P 2015-02-20 2022-09-06
(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 16,630   1,302 15,328
b 13,397   805 12,592
c 16,860   5,907 10,953
d 17,228   5,907 11,321
e 16,746   5,907 10,839
20,659   6,659 14,000
25,237   33,251 -8,014
14,935   1,303 13,632
10,427   5,887 4,540
16,851   3,235 13,616
23,373   1,954 21,419
15,499   10,800 4,699
14,204   805 13,399
8,512   10,925 -2,413
26,635   4,852 21,783
11,511   2,426 9,085
13,135   805 12,330
16,029   3,235 12,794
12,471   2,426 10,045
8,213   483 7,730
7,068   651 6,417
17,335   3,235 14,100
8,353   1,617 6,736
8,334   8,500 -166
8,278   4,601 3,677
9,384   9,697 -313
9,317   6,292 3,025
6,907   651 6,256
20     20
15,548   3,235 12,313
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       15,328
b       12,592
c       10,953
d       11,321
e       10,839
      14,000
      -8,014
      13,632
      4,540
      13,616
      21,419
      4,699
      13,399
      -2,413
      21,783
      9,085
      12,330
      12,794
      10,045
      7,730
      6,417
      14,100
      6,736
      -166
      3,677
      -313
      3,025
      6,256
      20
      12,313
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 2 261,743
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 4,314
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 4,314
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,800
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 1,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,514
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)
    bulletNY
    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 ofbulletFOUNDATION Telephone no.bullet (212) 697-3723

    Located atbullet60 EAST 42ND STREET SUITE 938NEW YORKNY ZIP+4bullet10165
    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
    D BRUCE BURNS VICE-PRESIDENT/DIRECTOR
    4.00     		7,000 0 0
    PO BOX 6027
    SHERIDAN,WY82801
    JOHN B GOLDSBOROUGH PRESIDENT/DIRECTOR
    4.00     		7,000 0 0
    3636 FORSYTHIA TRAIL
    CLEMMONS,NC27012
    LAURA FINNERAN SECRETARY/DIRECTOR
    4.00     		7,000 0 0
    211 MANHATTAN AVENUE
    TUCKAHOE,NY10552
    BRANDON S GOLDSBOROUGH DIRECTOR
    4.00     		7,000 0 0
    9 BRANSFORD COURT
    GREENSBORO,NC27407
    SHARON BURNS-CARTER DIRECTOR
    4.00     		7,000 0 0
    321 SE ATLANTIC DRIVE
    LANTANA,FL33462
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    4,587,446
    b
    Average of monthly cash balances.......................
    1b
    181,333
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,768,779
    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
    4,768,779
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    71,532
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,697,247
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    234,862
    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
    234,862
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,314
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,314
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    230,548
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    230,548
    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
    230,548
    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 7 230,548
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 203,186
    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......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 242,251
    a Applied to 2020, but not more than line 2a 203,186
    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..... 39,065
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		191,483
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ANNUNCIATION CHURCH
    475 WESTCHESTER AVENUE
    YONKERS,NY10707     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR RELIGIOUS ACTIVITIES 4,000
    ANNUNCIATION CRESTWOOD FOUNDATION
    465 WESTCHESTER AVENUE
    CRESTWOOD,NY10707     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR EDUCATION 4,000
    ARCHBISHOP STEPINAC HIGH SCHOOL
    950 MAMARONECK AVENUE
    WHITE PLAINS,NY10605     		NONE PUBLIC CHARITY SUPPORT FOR SCHOLARSHIP PROGRAMS 1,000
    BEST FRIENDS ANIMAL SOCIETY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PUBLIC CHARITY SUPPORT FOR SPAY AND NEUTER PROGRAM 1,000
    BIDEAWEE
    118 OLD COUNTRY ROAD
    WESTHAMPTON,NY11977     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR PET ADOPTIONS 1,000
    BIG BROTHERS BIG SISTERS PROGRAM
    305 BOND STREET
    ASBURY PARK,NJ07712     		NONE PUBLIC CHARITY SUPPORT FOR ONE ON ONE MENTORING PROGRAM 2,000
    ALINA LODGELITTLE HILL FOUNDATION
    61 WARD ROAD
    BLAIRATOWN,NJ07825     		NONE PUBLIC CHARITY SUPPORT FOR RECOVERY PROGRAMS 7,000
    BLESSED SACRAMENT CHURCH
    15 SHEA PLACE
    NEW ROCHELLE,NY10801     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR RELIGIOUS EDUCATION 1,000
    DEVON PREPARATORY ACADEMY
    363 N VALLEY FORGE RD
    DEVON,PA19333     		NONE PUBLIC CHARITY SUPPORT FOR EDICATIONAL PROGRAMS 1,000
    CARDINAL'S APPEAL
    1011 FIRST AVENUE 14TH FL
    NEW YORK,NY10022     		NONE PUBLIC CHARITY SUPPORT FOR THE CHARITABLE OUTREACH PROGRAM 1,000
    CHARITABLE VENTURES
    4041 MACARTHUR BLVD SUITE 510
    NEWPORT BEACH,CA92660     		NONE PUBLIC CHARITY SUPPORT FOR JEWISH ADDICTION AWARENESS NETWORK 6,000
    COMMUNITY SERVICE ASSOCIATES INC
    144 NORTH 5TH AVENUE
    MOUNT VERNON,NY10550     		NONE PUBLIC CHARITY SUPPORT FOR MEAL PROGRAMS FOR THE POOR 2,000
    FARM SANCTUARY
    P O BOX 150
    WATKINS GLEN,NY14891     		NONE PUBLIC CHARITY SUPPORT FARM ANIMAL RESCUE PROGRAMS 500
    GOOD COUNCEL
    303 MADISON STREET
    HOBOKEN,NJ07030     		NONE PUBLIC CHARITY SUPPORT FOR RESIDENTIAL PROGRAMS FOR EXPECTANT MOTHERS 3,500
    FRIENDS OF CRESTWOOD LIBRARY
    16 THOMPSON STREET
    YONKERS,NY10707     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATIONAL PROGRAMS 500
    IONA COLLEGE
    715 NORTH AVENUE
    NEW ROCHELLE,NY10801     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATIONAL PROGRAMS 1,000
    LITTLE ORPHAN ANIMALS
    896 WASHINGTON STREET
    PEEKSKILL,NY10566     		NONE PUBLIC CHARITY SUPPORT FOR ANIMAL RESCUE 2,500
    LITTLE SHELTER ADOPTION CENTER
    33 WARNER ROAD
    HUNTINGTON,NY11743     		NONE PUBLIC CHARITY PROGRAMS FOR DOG AND CAT ADOPTIONS 1,000
    MARINE CORP SCHOLARSHIP FUND
    909 N WASHINGTON STREET SUITE 400
    ALEXANDRIA,VA22314     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION SCHOLARSHIP FUND 2,000
    RDC COUNSELING CENTER
    52 NORTH BROADWAY
    WHITE PLAINS,NY10603     		NONE PUBLIC CHARITY SUPPORT FOR COUNCELING SERVICES FOR THE NEEDY 1,000
    MOUNT SAINT URSULA
    330 BEDFORD PARK BLVD
    BRONX,NY10458     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION AND SCHOLARSHIPS 1,000
    NEW YORK CITY RESCUE MISSION
    90 LAFAYETTE STREET
    NEW YORK,NY10013     		NONE PUBLIC CHARITY SUPPORT FOR FOOD FOR THE NEEDY PROGRAMS 3,500
    OUR 2 SONS
    17144 BERMUDA VILLAGE DRIVE
    BOCA RATON,FL33487     		NONE PUBLIC CHARITY SUPPORT ADDICTION AND RECOVERY PROGRAMS 7,500
    OUR LADY OF GRACE CATHOLIC CHURCH
    201 S CHAPMAN STREET
    GREENSBORO,NC27403     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION PROGRAMS 40,000
    OUR LADY OF MOUNT CARMEL SCHOOL
    2465 BATHGATE AVENUE
    BRONX,NY10458     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION AND SCHOLARSHIPS 1,000
    PALM BEACH COUNTY BEHAVIORAL HEALTH COALITION
    2300 HIGH RIDGE ROAD
    BOYNTON BEACH,FL33426     		NONE PUBLIC CHARITY SUPPORT FOR SUBSTANCE ABUSE PROGRAM 5,000
    PRESTON HIGH SCHOOL
    2780 SHURZ AVENUE
    BRONX,NY10465     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION PROGRAMS 1,000
    PUTNAM HUMANE SOCIETY
    68 OLD RT 6
    CARMEL,NY10512     		NONE PUBLIC CHARITY SUPPORT FOR PET ADOPTIONS 1,000
    REBEL RECOVERY
    400 NORTH CONGRESS AVE
    WEST PALM BEACH,FL33401     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR ADDICTION AND RECOVERY 5,000
    SALESIAN MISSION
    2 LE FEVRES LANE
    NEW ROCHELLE,NY10801     		NONE PUBLIC CHARITY SUPPORT FOR IMPOVERISHED CHILDREN 1,000
    SHERIDAN COUNTY YMCA
    417 N JEFFERSON STREET
    SHERIDAN,WY82801     		NONE PUBLIC CHARITY SUPPORT FOR RECREATIONAL PROGRAMS 15,000
    SAN MIGUEL ACADEMY OF NEWBURGH
    245 RENWICK ST
    NEWBURGH,NY12550     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION PROGRAMS 4,000
    SHEPHERD'S FLOCK
    57 LOCUST HILL AVENUE
    YONKERS,NY10701     		NONE PUBLIC CHARITY SUPPORT FOR FOOD AND PANTRY DRIVE 1,000
    SHERIDAN PUBLIC ARTS
    21 WEST BRUNDAGE STREET
    SHERIDAN,WY82801     		NONE PUBLIC CHARITY SUPPORT FOR PROGRAMS IN THE PUBLIC ARTS 20,000
    SISTER'S OF DIVINE COMPASSION
    52 NORTH BROADWAY
    WHITE PLAINS,NY10603     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR THE DISADVANTAGED 4,000
    ST PATRICK'S CHURCH
    137 MOSEMAN ROAD
    YORKTOWN HEIGHTS,NY10598     		NONE PUBLIC CHARITY SUPPORT FOR THE GOOD SAMARITAN AND CAPITAL IMPROVEMENT FUND 14,000
    ST THERESE OF LISIEUX
    67 SOUTH ESSEX STREET
    MONTAUK,NY11954     		NONE PUBLIC CHARITY SUPPORT FOR FOOD PANTRY PROGRAM 2,500
    THE SALAVATION ARMY
    120 WEST 14TH STREET
    NEW YORK,NY10011     		NONE PUBLIC CHARITY SUPPORT FOR PROGRAMS FOR THE NEEDY 3,500
    URSULINE SCHOOL
    1354 NORTH AVE
    NEW ROCHELLE,NY10804     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION AND SCHOLARSHIP PROGRAMS 4,000
    WAYSIDE HOUSE
    378 NE 6TH AVE
    DELRAY BEACH,FL33483     		NONE PUBLIC CHARITY SUPPORT FOR ADDICTION AND RECOVERY PROGRAMS 7,000
    ST MICHAEL'S COLLEGE
    1 WINOOSKI PARK
    COLCHESTER,VT05439     		NONE PUBLIC CHARITY SUPPORT FOR THE EDUCATION PROGRAM 1,000
    WYO THEATER INC
    42 NORTH MAIN STREET
    SHERIDAN,WY82801     		NONE PUBLIC CHARITY SUPPORT FOR PERFORMING ARTS AND DANCE PROGRAMS 5,000
    YORKTOWN COMMUNITY HELP
    1974 COMMERCE STREET
    YOURKTOWN HEIGHTS,NY10598     		NONE PUBLIC CHARITY SUPPORT FOR THE DAILY NUTRITION PROGRAM 3,500
    MARYKNOLL SISTERS OF ST DOMINIC INC
    10 PINESBRIDGE ROAD
    OSSINING,NY10562     		NONE PUBLIC CHARITY SUPPORT PROGRAMS FOR THE HUNGRY AND POOR 1,500
    THE PASSIONISTS
    86-45 EDGERTON BLVD
    JAMAICA,NY11432     		NONE PUBLIC CHARITY SUPPORT FOR PASTORAL CARE FOR THE NEEDY 500
    UNIVERSITY OF TAMPA
    401 W KENNEDY BLVD
    TAMPA,FL33606     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION PROGRAMS 1,000
    WESTERN NEW ENGLAND UNIVERSITY
    1215 WILBRAHAM ROAD
    SPRINGFIELD,MA01119     		NONE PUBLIC CHARITY SUPPORT FOR EDUCATION PROGRAMS 1,000
    HERD FOUNDATION
    5135 CONKLIN DRIVE
    DELRAY BEACH,FL33484     		NONE PUBLIC CHARITY SUPPORT FOR EQUINE ASSITED AND THERAPY ACTIVITIES 2,500
    Total .................................bullet 3a 200,000
    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 ...........     		    14 239  
    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 ............     		    18 261,743  
    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) .. 0 361,250 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    361,250
    (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:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALLEN AND BROWN, LLC 7,900 3,950   3,950

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Name of Bond End of Year Book Value End of Year Fair Market Value
    25M CITIGROUP INC. NOTE 1.35% 3/31/26 25,000 21,516

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,000 SHS. A T & T 5% PFD 25,255 19,750
    1,000 SHS. FORD MOTOR CO.6.2% PFD 25,513 24,520
    2,000 SHS. FIRST HORIZON NATIONAL CORP. 6.6% PFD 51,440 49,560
    1,000 SHS. STIFEL FINANCIAL CORP. 6.25% PFD 25,195 25,150
    2,000 SHS. JP MORGAN CHASE & CO. 6.0% PFD 53,067 50,600
    1,500 SHS. ALPHABET INC. CL A 84,453 151,485
    300 SHS. AMGEN INC. 51,265 85,920
    2,250 SHS. APPLE INC. 63,112 333,068
    3,000 SHS. BANK OF AMERICA CORP. 55,379 113,550
    850 SHS. CARRIER GLOBAL CORP. 23,277 37,672
    725 SHS. CHEVRON CORP. 84,199 132,900
    325 SHS. CHUBB LTD 23,842 71,367
    2,925 SHS. CISCO SYSTEMS INC. 55,898 145,430
    2,000 SHS. CITIGROUP INC. 93,187 96,820
    500 SHS. COCA COLA CO. 701 31,805
    750 SHS. COMCAST CORP CL A 24,187 27,480
    1,150 SHS. CONOCOPHILLIPS 18,804 142,037
    1,000 SHS. CORNING INC. 17,642 34,130
    385 SHS. COSTCO WHOLESALE CORP. NEW 14,897 207,610
    500 SHS. DUKE ENERGY CORP. 18,905 49,965
    300 SHS. HOME DEPOT INC. 33,280 97,197
    500 SHS. HONEYWELL INTERNATIONAL INC. 17,186 109,775
    300 SHS. HUMANA INC. 31,163 164,970
    1,725 SHS. INTEL CORP. 42,092 51,870
    1,500 SHS. J.P. MORGAN CHASE & CO. 56,049 207,270
    575 SHS. JOHNSON & JOHNSON 68,739 102,350
    650 SHS. MEDTRONIC PLC 58,602 51,376
    1,300 SHS. MERCK & CO. 68,647 143,156
    1,375 SHS. MICROSOFT CORP 35,230 350,818
    175 SHS. NIKE INC. CL B 9,323 19,196
    500 SHS. NORFOLK SOUTHERN CORP. 24,155 128,250
    240 SHS. NXP SEMICONDUCTORS 26,350 42,202
    305 SHS. PEPSICO INC. 29,533 56,581
    2,100 SHS. PFIZER INC. 65,687 105,273
    300 SHS. PNC FINANCIAL SERVICES 44,048 50,478
    400 SHS. PROCTER & GAMBLE CO. 27,138 59,664
    450 SHS. RAYTHEON TECHNOLOGIES CORP. 21,440 44,424
    200 SHS. STRYKER CORP. 36,295 46,778
    500 SHS. TARGET CORP. 37,749 83,535
    350 SHS. TEXAS INSTRUMENTS 35,875 63,161
    500 SHS. UNION PACIFIC CORP. 2,801 108,715
    300 SHS. UNITEDHEALTH GROUP INC. 22,356 164,328
    1,475 SHS. VERIZON COMMUNICATIONS INC. 65,480 57,495
    500 SHS. WAL MART STORES INC. 35,020 76,210
    300 SHS. WALT DISNEY CO. 32,203 29,361
    1,650 SHS. WELLS FARGO BANK N.A. 57,703 79,118
    175 SHS. EATON CORP PLC 24,443 28,604
    80 SHS. LINDE PLC 23,739 26,918
    525 SHS. QUALCOMM INC. 71,629 66,407

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    US Government Securities - End of Year Book Value:

    108,721
    US Government Securities - End of Year Fair Market Value:

    107,576
    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:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SECRETARIAL 5,400 1,350   4,050
    FILING FEE 250 63   187
    BANK CHARGES 211 53   158
    FEDERAL EXPRESS 45 11   34


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ESTABROOK CAPITAL MANAGEMENT 34,178 34,178   0


    TY 2021 TaxesSchedule
    Name:
    THE CHARITABLE FOUNDATION OF THE
     
    BURNS FAMILY INC
    EIN:
    13-6114052
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 610 0   0