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
WILLIAMSON I FBO CHARITIES 4947 TUW
 
Number and street (or P.O. box number if mail is not delivered to street address)6325 S RAINBOW BLVD STE 300
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
LAS VEGAS, NV89118
A Employer identification number

23-6215020
B Telephone number (see instructions)

(888) 730-4933
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$2,120,489J 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... 46,590 46,336  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 174,176
b Gross sales price for all assets on line 6a 986,898
7 Capital gain net income (from Part IV, line 2)... 174,176
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 220,766 220,512  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,167 25,351   2,817
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 996 0 0 996
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,464 1,007   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 13 13    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 31,640 26,371 0 3,813
25 Contributions, gifts, grants paid....... 91,501 91,501
26 Total expenses and disbursements. Add lines 24 and 25 123,141 26,371 0 95,314
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 97,625
b Net investment income (if negative, enter -0-) 194,141
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 60,073 73,422 73,422
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 362,645 Click to see attachment1,551,036 2,047,067
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,103,995   0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,526,713 1,624,458 2,120,489
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,526,713 1,624,458
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)..... 1,526,713 1,624,458
30 Total liabilities and net assets/fund balances (see instructions). 1,526,713 1,624,458
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
1,526,713
2
Enter amount from Part I, line 27a .....................
2
97,625
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
439
4
Add lines 1, 2, and 3 ..........................
4
1,624,777
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
319
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,624,458
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 65. AT & T INC   2018-04-10 2021-02-05
b 20. BLACKSTONE INC   2020-05-21 2021-02-05
c 5. BROADCOM INC   2019-08-09 2021-02-05
d 15. CELANESE CORP   2014-08-06 2021-02-05
e 30. CISCO SYSTEMS INC   2019-08-09 2021-02-05
10. FIDELITY NATL INFORMATION SVCS INC   2019-06-20 2021-02-05
15. NIKE INC CL B   2017-10-30 2021-02-05
20. UNION PACIFIC CORP   2014-08-06 2021-02-05
15. MEDTRONIC PLC   2019-08-09 2021-02-05
10. TE CONNECTIVITY LTD   2017-05-23 2021-02-05
105. FLEXTRONICS INTL LTD   2018-07-12 2021-02-05
87.006 INV OPP DEVELOP MRKTS-R6 7038   2011-10-17 2021-02-23
33.084 ARTISAN MID CAP FUND-INS 1333   2020-04-03 2021-02-23
90.394 ARTISAN MID CAP FUND-INS 1333   2020-12-10 2021-02-23
976.259 ARTISAN MID CAP FUND-INS 1333   2012-04-10 2021-02-23
274. INVESCO OPTIMUM YIELD DIVERSIF ETF   2020-04-03 2021-02-23
4915.099 T ROWE PR OVERSEAS STOCK-I #521   2017-04-26 2021-02-23
257.572 TOUCHSTONE SANDS EM GR-INST #565   2020-12-10 2021-02-23
1335.257 TRIBUTARY SMALL CO-INST PLUS #1705   2020-05-15 2021-02-23
24. VANGUARD MIDCAP VIPER   2020-09-25 2021-02-23
4. BROADCOM INC   2019-08-09 2021-03-25
17. COGNIZANT TECH SOLUTIONS CRP COM   2016-08-24 2021-03-25
15. ELECTRONIC ARTS INC   2019-02-26 2021-03-25
4. LAM RESEARCH CORP COM   2018-11-19 2021-03-25
10. MICROSOFT CORP   2020-04-06 2021-03-25
11. MICROSOFT CORP   2014-08-07 2021-03-25
10946.885 PGIM HIGH YIELD-Q 1067   2020-09-25 2021-03-25
3848.652 PGIM HIGH YIELD-Q 1067   2020-12-10 2021-03-25
41.625 TOUCHSTONE MID CAP-INST #353   2021-02-23 2021-03-25
16.847 UNDISC MGRS BEHAV VAL - R6   2021-02-23 2021-03-25
9. UNITED PARCEL SERVICE-CL B   2014-08-06 2021-03-25
4. UNITEDHEALTH GROUP INC   2019-08-09 2021-03-25
353. AT & T INC   2018-07-12 2021-04-08
23. SYSCO CORP   2020-04-06 2021-04-08
10. ORGANON & CO   2016-02-05 2021-06-14
8. TARGET CORP   2020-04-06 2021-06-14
7. ELI LILLY & CO COM   2016-10-03 2021-07-06
8. UNITEDHEALTH GROUP INC   2020-04-06 2021-07-06
304.057 EV GL MACR ABS RTRN ADV-R6 #1072   2020-09-25 2021-07-26
325.954 EV GL MACR ABS RTRN ADV-R6 #1072   2021-02-23 2021-07-26
3248.485 EV GL MACR ABS RTRN ADV-R6 #1072   2017-10-26 2021-07-26
2389. INVESCO OPTIMUM YIELD DIVERSIF ETF   2020-04-03 2021-07-26
156. ISHARES RUSSELL 2000 ETF   2021-02-23 2021-07-26
1545.455 METROPOLITAN WEST T/R BD-PLN #712   2020-12-10 2021-07-26
1853.599 METROPOLITAN WEST T/R BD-PLN #712   2021-02-23 2021-07-26
83.361 METROPOLITAN WEST T/R BD-PLN #712   2015-06-15 2021-07-26
14. TARGET CORP   2019-08-09 2021-07-26
7. THERMO FISHER SCIENTIFIC INC   2014-08-06 2021-07-26
15.05 TOUCHSTONE MID CAP-INST #353   2021-02-23 2021-07-26
382.392 TOUCHSTONE MID CAP-INST #353   2020-02-20 2021-07-26
50. VANGUARD MIDCAP VIPER   2020-09-25 2021-07-26
51. VANGUARD MIDCAP VIPER   2019-10-21 2021-07-26
14. BLACKSTONE INC   2021-07-26 2021-08-30
38. CISCO SYSTEMS INC   2021-07-26 2021-08-30
12. GARMIN LTD   2020-10-22 2021-08-30
14372.521 METROPOLITAN WEST T/R BD-PLN #712   2015-06-15 2021-09-23
8. AMGEN INC   2021-07-06 2021-10-12
25. AMGEN INC   2020-09-14 2021-10-12
85.709 INV OPP DEVELOP MRKTS-R6 7038   2021-03-25 2021-10-19
79.188 INV OPP DEVELOP MRKTS-R6 7038   2021-07-27 2021-10-19
1407.29 INV OPP DEVELOP MRKTS-R6 7038   2011-09-29 2021-10-19
10. ISHARES RUSSELL 2000 ETF   2021-03-25 2021-10-19
4688.462 PIMCO HIGH YIELD FD-INST #108   2021-07-27 2021-10-19
8.751 UNDISC MGRS BEHAV VAL - R6   2021-02-23 2021-10-19
22.879 UNDISC MGRS BEHAV VAL - R6   2021-07-27 2021-10-19
19. BLACKSTONE INC   2021-07-26 2021-10-21
6. BLACKSTONE INC   2020-05-21 2021-10-21
6. DIAGEO PLC - ADR   2021-07-26 2021-10-21
6. ABBVIE INC   2021-07-06 2021-11-17
2. ALPHABET INC CL C   2021-07-26 2021-11-17
8. APPLE INC   2021-02-26 2021-11-17
10. APPLE INC   2021-07-26 2021-11-17
191.759 BAIRD AGGREGATE BOND FUND-INST 72   2021-09-23 2021-11-17
1. BLACKROCK INC   2021-07-26 2021-11-17
6. BLACKSTONE INC   2020-05-21 2021-11-17
5. BOEING CO   2021-07-26 2021-11-17
3. BROADCOM INC   2019-08-09 2021-11-17
10. CVS HEALTH CORPORATION   2018-02-06 2021-11-17
8. CELANESE CORP   2021-07-26 2021-11-17
8. CISCO SYSTEMS INC   2021-07-26 2021-11-17
4. CISCO SYSTEMS INC   2020-04-06 2021-11-17
15. CITIGROUP INC.   2021-07-26 2021-11-17
1. DIAGEO PLC - ADR   2021-07-26 2021-11-17
4. ELECTRONIC ARTS INC   2021-07-26 2021-11-17
1. FIDELITY NATL INFORMATION SVCS INC   2021-07-26 2021-11-17
44.748 FIDELITY NEW MRKTS INC-Z #3323   2015-11-20 2021-11-17
1. HASBRO INC   2021-04-08 2021-11-17
42. ISHARES RUSSELL 2000 ETF   2021-03-25 2021-11-17
32. ISHARES CORE MSCI EMERGING ETF   2021-02-23 2021-11-17
3. JPMORGAN CHASE & CO   2021-02-26 2021-11-17
8. JPMORGAN CHASE & CO   2021-10-19 2021-11-17
2. LAM RESEARCH CORP COM   2020-04-06 2021-11-17
14. LAS VEGAS SANDS CORP   2020-02-03 2021-11-17
3. ELI LILLY & CO COM   2021-10-19 2021-11-17
29. MANULIFE FINANCIAL CORP   2021-07-06 2021-11-17
4. MERCK & CO INC NEW   2021-10-12 2021-11-17
12. MICROSOFT CORP   2021-07-26 2021-11-17
9. MONDELEZ INTERNATIONAL INC   2021-07-26 2021-11-17
5. NIKE INC CL B   2021-07-26 2021-11-17
144.341 PIMCO TOTAL RET FD-INST #35   2021-07-27 2021-11-17
181.004 PIMCO COMMODITY REAL RET STRAT-I45   2021-10-19 2021-11-17
476.775 PGIM HIGH YIELD-Q 1067   2021-07-27 2021-11-17
6. RAYTHEON TECHNOLOGIES CORP   2021-07-06 2021-11-17
140.856 T ROWE PR OVERSEAS STOCK-I #521   2021-07-27 2021-11-17
47. SUNCOR ENERGY INC NEW F   2015-07-17 2021-11-17
1. SYSCO CORP   2020-08-25 2021-11-17
2.11219 TCW EMRG MRKTS INC-PLAN #5721   2020-12-10 2021-11-17
112.93081 TCW EMRG MRKTS INC-PLAN #5721   2020-12-10 2021-11-17
2. TARGET CORP   2019-08-09 2021-11-17
5. TORONTO DOMINION BK ONT COM NEW   2019-08-09 2021-11-17
14. TOTAL S.A. - ADR   2018-11-19 2021-11-17
37.886 TOUCHSTONE SANDS EM GR-R6 #525   2021-10-19 2021-11-17
166.54 TOUCHSTONE MID CAP-R6 #355   2020-02-20 2021-11-17
36.505 UNDISC MGRS BEHAV VAL - R6   2021-02-23 2021-11-17
10. UNILEVER PLC - ADR   2020-02-03 2021-11-17
1. UNITEDHEALTH GROUP INC   2020-04-06 2021-11-17
57. VANGUARD MIDCAP VIPER   2021-10-19 2021-11-17
1. VISA INC-CLASS A SHRS   2020-04-06 2021-11-17
2. WASTE MANAGEMENT INC   2020-09-14 2021-11-17
3. GARMIN LTD   2020-10-22 2021-11-17
8. TE CONNECTIVITY LTD   2016-11-08 2021-11-17
367. FLEXTRONICS INTL LTD   2018-11-19 2021-11-19
122. ISHARES RUSSELL 2000 ETF   2021-03-25 2021-12-13
129. ISHARES RUSSELL 2000 ETF   2020-09-25 2021-12-13
1. BLACKROCK INC   2021-07-26 2021-12-17
1. BLACKROCK INC   2020-04-06 2021-12-17
18. BLACKSTONE INC   2020-05-21 2021-12-17
8. MICROSOFT CORP   2021-07-26 2021-12-17
2. MICROSOFT CORP   2014-08-07 2021-12-17
5. NIKE INC CL B   2021-07-26 2021-12-17
6. NIKE INC CL B   2020-04-06 2021-12-17
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(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,885   2,332 -447
b 1,403   1,062 341
c 2,358   1,377 981
d 1,917   1,315 602
e 1,442   1,576 -134
1,339   1,246 93
2,147   827 1,320
4,131   1,952 2,179
1,778   1,530 248
1,287   761 526
1,979   1,313 666
4,956   2,661 2,295
1,904   1,107 797
5,201   4,799 402
56,174   38,343 17,831
4,789   3,260 1,529
62,520   49,254 13,266
6,068   5,443 625
44,170   26,572 17,598
5,242   4,121 1,121
1,833   1,102 731
1,303   979 324
1,940   1,564 376
2,169   679 1,490
2,319   1,615 704
2,550   853 1,697
60,208   57,690 2,518
21,168   21,263 -95
1,936   1,918 18
1,322   1,273 49
1,464   860 604
1,476   989 487
10,588   11,187 -599
1,845   1,013 832
304   240 64
1,854   763 1,091
1,640   565 1,075
3,263   1,925 1,338
3,220   3,223 -3
3,452   3,416 36
34,401   34,331 70
47,882   28,375 19,507
34,425   33,813 612
16,026   16,150 -124
19,222   19,055 167
864   847 17
3,658   1,250 2,408
3,701   1,740 1,961
731   693 38
18,580   16,087 2,493
11,949   8,585 3,364
12,188   8,613 3,575
1,755   1,560 195
2,243   2,100 143
2,138   1,189 949
148,468   143,447 5,021
1,609   1,954 -345
5,029   6,154 -1,125
4,603   4,552 51
4,253   4,037 216
75,586   41,567 34,019
2,255   2,097 158
42,337   42,665 -328
736   661 75
1,923   1,812 111
2,513   2,118 395
794   317 477
1,195   1,147 48
701   693 8
5,963   5,629 334
1,234   985 249
1,543   1,482 61
2,182   2,213 -31
934   868 66
871   316 555
1,125   1,102 23
1,708   826 882
929   741 188
1,338   1,238 100
455   442 13
227   163 64
1,004   999 5
209   191 18
554   580 -26
109   149 -40
645   674 -29
101   96 5
9,922   8,808 1,114
2,024   2,144 -120
493   446 47
1,314   1,339 -25
1,261   484 777
547   934 -387
786   720 66
586   566 20
333   318 15
4,081   3,467 614
560   584 -24
859   829 30
1,484   1,511 -27
1,193   1,198 -5
2,637   2,665 -28
524   511 13
1,913   1,847 66
1,195   1,310 -115
76   58 18
16   18 -2
882   953 -71
508   166 342
365   282 83
689   797 -108
845   866 -21
8,570   7,008 1,562
3,196   2,759 437
519   588 -69
453   241 212
14,779   14,212 567
202   164 38
330   232 98
435   297 138
1,324   533 791
6,507   3,510 2,997
26,585   25,586 999
28,110   20,923 7,187
921   868 53
921   449 472
2,219   948 1,271
2,588   2,311 277
647   87 560
812   829 -17
974   501 473
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
      2,120
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       -447
b       341
c       981
d       602
e       -134
      93
      1,320
      2,179
      248
      526
      666
      2,295
      797
      402
      17,831
      1,529
      13,266
      625
      17,598
      1,121
      731
      324
      376
      1,490
      704
      1,697
      2,518
      -95
      18
      49
      604
      487
      -599
      832
      64
      1,091
      1,075
      1,338
      -3
      36
      70
      19,507
      612
      -124
      167
      17
      2,408
      1,961
      38
      2,493
      3,364
      3,575
      195
      143
      949
      5,021
      -345
      -1,125
      51
      216
      34,019
      158
      -328
      75
      111
      395
      477
      48
      8
      334
      249
      61
      -31
      66
      555
      23
      882
      188
      100
      13
      64
      5
      18
      -26
      -40
      -29
      5
      1,114
      -120
      47
      -25
      777
      -387
      66
      20
      15
      614
      -24
      30
      -27
      -5
      -28
      13
      66
      -115
      18
      -2
      -71
      342
      83
      -108
      -21
      1,562
      437
      -69
      212
      567
      38
      98
      138
      791
      2,997
      999
      7,187
      53
      472
      1,271
      277
      560
      -17
      473
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 174,176
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 2,699
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 2,699
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,336
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,363
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,699
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    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 ofbulletWELLS FARGO BANK NA Telephone no.bullet (888) 730-4933

    Located atbullet100 N MAIN ST MAC D4001-117WINSTON SALEMNC ZIP+4bullet27101
    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)
    Yes
     
    (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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    WELLS FARGO BANK N A TRUSTEE
    1     		28,167    
    100 N MAIN ST MAC D4001-117
    WINSTON SALEM,NC27101
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,037,072
    b
    Average of monthly cash balances.......................
    1b
    61,692
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,098,764
    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
    2,098,764
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    31,481
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,067,283
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    103,364
    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
    103,364
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,699
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,699
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    100,665
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    100,665
    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
    100,665
    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 7 100,665
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 82,944
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 95,314
    a Applied to 2020, but not more than line 2a 82,944
    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..... 12,370
    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 ..........     		88,295
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    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
    MERCANTILE BENEFICIAL ASSOCIATION
    244 PERRY ST
    ELKINS PARK,PA19027     		NONE NC CHARITABLE PURPOSE 4,133
    T SCATTERGOOD BEHAVIORAL HEALTH FDN
    1501 CHERRY ST
    PHILADELPHIA,PA19102     		NONE NC CHARITABLE PURPOSE 7,949
    MOORE COLLEGE OF ART
    CO BUS OFF 20TH ST AND THE PKWY
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 4,133
    PA PRISON SOC ALLEVIAT MISERY
    230 SOUTH BROAD STREET SUITE 605
    PHILADELPHIA,PA19102     		NONE PC GENERAL OPERATING 4,133
    TURNING POINTS FOR CHILDREN
    415 SOUTH 15TH STREET
    PHILADELPHIA,PA19146     		NONE PC GENERAL OPERATING 2,861
    EPISCOPAL COMMUNITY SERVICES
    225 SOUTH 3RD STREET
    PHILADELPHIA,PA19106     		NONE PC GENERAL OPERATING 2,861
    HISTORICAL SOCIETY OF PA
    1300 LOCUST STREET
    PHILADELPHIA,PA19107     		NONE PC GENERAL OPERATING 2,861
    SEAMENS CHURCH INSTITUTE
    1113 ADMIRAL PEARY WAY 2ND FLOOR
    PHILADELPHIA,PA191121400     		NONE PC GENERAL OPERATING 2,861
    UNIVERSITY OF PENNSYLVANIA
    2929 WALNUT STREET SUITE 300
    PHILADELPHIA,PA191045099     		NONE PC GENERAL OPERATING 2,861
    UNION BENEVOLENT ASSOCIATION
    1528 WALNUT STREET SUITE 1002
    PHILADELPHIA,PA19102     		NONE NC CHARITABLE PURPOSE 4,975
    YOUTH SERVICE INC
    410 NORTH 34TH STREET
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 2,861
    PA ASYLUM FOR INDIGENT WIDOWS
    1401 EAST SUSQUEHANNA AVE
    PHILADELPHIA,PA19125     		NONE PC GENERAL OPERATING 6,668
    UNITED COMMUNITIES SE PHILADELPHIA
    2028 S EIGHTH ST
    PHILADELPHIA,PA19148     		NONE PC GENERAL OPERATING 6,668
    FRIENDS FIDUCIARY CORPORATION
    1700 MARKET ST SUITE 1535
    PHILADELPHIA,PA19103     		NONE PC GENERAL OPERATING 6,994
    EDITH RUDOLPHY RES FOR THE BLIND
    3827 POWELTON AVENUE
    PHILADELPHIA,PA191045100     		NONE PC GENERAL OPERATING 6,668
    CHILDRENS HOSPITAL PHILADELPHIA FDN
    34TH ST AND CIVIC CTR BLVD
    PHILADELPHIA,PA19104     		NONE PC GENERAL OPERATING 6,668
    TABOR SERVICES INC
    57 E ARMAT ST
    PHILADELPHIA,PA19144     		NONE PC GENERAL OPERATING 7,949
    TEMPLE UNIVERSITY HOSPITAL INC
    3509 N BROAD ST
    PHILADELPHIA,PA19140     		NONE PC GENERAL OPERATING 2,861
    SPRING GARDEN SOUP SOCIETY
    51 ANNWOOD LN
    WAYNE,PA19087     		NONE NC CHARITABLE PURPOSE 4,536
    Total .................................bullet 3a 91,501
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 174,176  
    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) ..   220,766  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    220,766
    (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)
    Yes
     
    (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
    1a(1) 4,536 SPRING GARDEN SOUP SOCIETY CASH
    1a(1) 4,133 MERCANTILE BENEFICIAL ASSOCIATION CASH
    1a(1) 4,975 UNION BENEVOLENT ASSOCIATION CASH
    1a(1) 7,949 THOMAS SCATTERGOOD BEHAVIORAL HEALT CASH
    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:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 996     996

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

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    MERCANTILE BENEFICIAL ASSOCIATION
          		244 PERRY STREET
    ELKINS PARK,PA19027     		2021-11-30 4,133 TO MAKE CHARITABLE CONTRIBUTIONS TO 501(C)3 ORGANIZATIONS 4,133 TO FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 2/11/2022    
    SPRING GARDEN SOUP SOCIETY
          		51 ANNWOOD LN
    WAYNE,PA19087     		2021-11-30 4,536 PER TERMS OF THE DOCUMENT 4,536 TO THE FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED TO ANY ACTIVITY OTHER THAN FOR WHICH THE GRANT W 5/6/2022    
    UNION BENEVOLENT ASSOCIATION
          		PO BOX 27296
    PHILADELPHIA,PA19118     		2021-12-08 4,975 PER TERMS OF THE DOCUMENT 4,975 TO THE FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED TO ANY 4/21/2022    
    THOMAS SCATTERGOOD BEHAVIORAL HEALTH FOUNDATION
          		1501 CHERRY ST 2ND FLOOR
    PHILADELPHIA,PA19102     		2021-11-30 7,949 TO MAKE TARGETED CHARITABLE GRANTS TO HELP SUPPORT ADVOCACY FOR THOSE STRUGGLING WITH MENTAL HEALTH AND SUBSTANCE ABUSE 7,949 TO FDN'S KNOWLEDGE, NO FUNDS HAVE BEEN DIVERTED 2/22/2022    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Name of Stock End of Year Book Value End of Year Fair Market Value
    883556102 THERMO FISHER SCIENT 2,400 13,345
    891160509 TORONTO DOMINION BK 11,654 15,949
    87612E106 TARGET CORP 3,273 12,961
    58933Y105 MERCK & CO INC NEW 10,070 12,876
    09260D107 BLACKSTONE INC 5,454 13,327
    037833100 APPLE INC 14,634 64,280
    17275R102 CISCO SYSTEMS INC 6,898 16,540
    285512109 ELECTRONIC ARTS INC 8,160 11,739
    11135F101 BROADCOM INC 7,974 19,962
    G5960L103 MEDTRONIC PLC 7,979 8,276
    172967424 CITIGROUP INC. 14,742 17,815
    31620M106 FIDELITY NATL INFORM 13,095 11,461
    254687106 WALT DISNEY CO 7,662 11,927
    904767704 UNILEVER PLC - ADR 7,735 7,423
    09857L108 BOOKING HOLDINGS INC 6,745 11,996
    H84989104 TE CONNECTIVITY LTD 7,579 13,069
    907818108 UNION PACIFIC CORP 4,239 12,848
    56501R106 MANULIFE FINANCIAL C 12,978 16,000
    91324P102 UNITEDHEALTH GROUP I 4,324 25,609
    609207105 MONDELEZ INTERNATION 8,678 12,864
    126650100 CVS HEALTH CORPORATI 8,550 14,133
    512807108 LAM RESEARCH CORP CO 3,663 14,383
    911312106 UNITED PARCEL SERVIC 6,913 15,647
    09247X101 BLACKROCK INC 6,881 18,311
    867224107 SUNCOR ENERGY INC NE 12,543 12,890
    75513E101 RAYTHEON TECHNOLOGIE 13,562 14,716
    Y2573F102 FLEX LTD    
    097023105 BOEING CO 6,426 9,059
    532457108 ELI LILLY & CO COM 5,979 17,126
    94106L109 WASTE MANAGEMENT INC 10,216 17,191
    405217100 HAIN CELESTIAL GROUP 3,730 6,988
    02079K107 ALPHABET INC CL C 13,709 52,085
    150870103 CELANESE CORP 7,689 16,974
    192446102 COGNIZANT TECH SOLUT 9,276 14,106
    654106103 NIKE INC CL B 4,897 13,167
    871829107 SYSCO CORP 6,625 10,840
    89151E109 TOTALENERGIES SE -SP 12,528 12,019
    46625H100 JPMORGAN CHASE & CO 12,622 25,336
    H2906T109 GARMIN LTD 9,140 11,847
    517834107 LAS VEGAS SANDS CORP 12,997 9,372
    92826C839 VISA INC-CLASS A SHR 11,189 13,653
    25243Q205 DIAGEO PLC - ADR 8,834 15,850
    00206R102 AT & T INC    
    031162100 AMGEN INC    
    594918104 MICROSOFT CORP 8,236 64,237
    057071854 BAIRD AGGREGATE BOND 150,521 148,335
    00287Y109 ABBVIE INC 11,456 14,217
    G29183103 EATON CORP PLC 15,013 19,701
    464287655 ISHARES RUSSELL 2000 41,188 62,953
    89155T490 TOUCHSTONE MID CAP-R 67,821 102,187
    693390700 PIMCO TOTAL RET FD-I 104,976 105,963
    722005667 PIMCO COMMODITY REAL 60,486 60,651
    418056107 HASBRO INC 11,012 11,705
    89154M702 TOUCHSTONE SANDS EM 59,702 54,717
    30303M102 META PLATFORMS INC 6,896 7,400
    460690100 INTERPUBLIC GROUP CO 9,263 13,108
    904504479 UNDISC MGRS BEHAV VA 36,237 40,014
    922908629 VANGUARD MIDCAP VIPE 179,785 242,032
    77956H435 T ROWE PR OVERSEAS S 40,818 41,317
    872365713 TCW EMRG MRKTS INC-P 86,552 83,390
    74440Y884 PGIM HIGH YIELD-Q 10 155,467 167,847
    46434G103 ISHARES CORE MSCI EM 108,097 99,547
    31641Q755 FIDELITY NEW MRKTS I 43,268 41,786

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    592905764 METROPOLITAN WEST T/      
    77956H435 T ROWE PR OVERSEAS S      
    04314H600 ARTISAN MID CAP FUND      
    87234N765 TCW EMRG MKTS INCM-I      
    31641Q755 FIDELITY NEW MRKTS I      
    922908629 VANGUARD MIDCAP VIPE      
    00143W859 INV OPP DEVELOP MRKT      
    693390700 PIMCO TOTAL RET FD-I      
    89609H704 TRIBUTARY SMALL CO-I      
    89155T649 TOUCHSTONE MID CAP-I      
    46090F100 INVESCO OPTIMUM YIEL      
    89154Q562 TOUCHSTONE SANDS EM      
    27830W108 EV GL MACR ABS RTRN      
    74440Y884 PGIM HIGH YIELD-Q 10      
    464287655 ISHARES RUSSELL 2000      

    TY 2021 OtherDecreasesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Description Amount
    COST BASIS ADJUSTMENT 27
    PY RETURN OF CAPITAL ADJ 292


    TY 2021 OtherExpensesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES - ADR FEES 13 13   0


    TY 2021 OtherIncreasesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Description Amount
    MUTUAL FUND TIMING ADJ 208
    TAX LOT ADJUSTMENT 231


    TY 2021 TaxesSchedule
    Name:
    WILLIAMSON I FBO CHARITIES 4947 TUW
    EIN:
    23-6215020
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 847 847   0
    FEDERAL TAX PAYMENT - PRIOR YE 121 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,336 0   0
    FOREIGN TAXES ON NONQUALIFIED 160 160   0