Form990-PF
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
Charleigh Charitable Trust
 
Number and street (or P.O. box number if mail is not delivered to street address)200 OLD COUNTRY RD 274
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MINEOLA, NY11501
A Employer identification number

46-3376803
B Telephone number (see instructions)

(516) 739-9777
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$0J 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) 1,405,855
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 7,284 7,284 7,284
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 52,462
b Gross sales price for all assets on line 6a 408,334
7 Capital gain net income (from Part IV, line 2)... 52,462
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 35,233    
12 Total. Add lines 1 through 11........ 1,500,834 59,746 7,284
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages...... 299,864     299,864
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,254      
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 474,570 1,565   473,005
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 777,688 1,565   772,869
25 Contributions, gifts, grants paid....... 485,795 485,795
26 Total expenses and disbursements. Add lines 24 and 25 1,263,483 1,565   1,258,664
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 237,351
b Net investment income (if negative, enter -0-) 58,181
c Adjusted net income (if negative, enter -0-)... 7,284
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............. 285,858 214,339  
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 399,083 497,927  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,028 Click to see attachment1,218  
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 685,969 713,484 0
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) Click to see attachment7,500 Click to see attachment1,555
23 Total liabilities (add lines 17 through 22)......... 7,500 1,555
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........... 678,469 711,929
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 678,469 711,929
30 Total liabilities and net assets/fund balances (see instructions). 685,969 713,484
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
678,469
2
Enter amount from Part I, line 27a .....................
2
237,351
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
915,820
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
203,891
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
711,929
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   P 2022-01-01 2022-06-30
b   P 2001-01-01 2022-06-30
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 288,795   302,347 -13,552
b 119,539   53,525 66,014
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -13,552
b       66,014
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 52,462
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 -13,552
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 809
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 809
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,412
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,412
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,603
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,603 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    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)
    bulletVT
    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 ofbulletERNEST D LOEWENWARTER & CO Telephone no.bullet (516) 739-9777

    Located atbullet200 OLD COUNTRY ROAD SUITE 274MINEOLANY ZIP+4bullet11501
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    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
    CHARLES MERINOFF COO
    0.00     		0    
    200 OLD COUNTRY ROAD STE 274
    MINEOLA,NY11501
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    0
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    0
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    809
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    809
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    809
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    809
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    0
    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 0
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 245,116
    d From 2019...... 330,367
    e From 2020...... 1,154,135
    f Total of lines 3a through e ........ 1,729,618
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,258,664
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 1,258,664
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,988,282
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,988,282
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 245,116
    c Excess from 2019.... 330,367
    d Excess from 2020.... 1,154,135
    e Excess from 2021.... 1,258,664
    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).)
    CHARLES MERINOFF
    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
    PECONIC LAND TRUST
    296 HAMPTON ROAD PO BOX 1776
    SOUTHAMPTON,NY11969     		NONE NC EDUCATION IN FARMING METHODS.ENVIROMENT 1,000
    BIODYNAMICS ASSOCIATION
    P O BOX 557
    EAST TROY,WI53120     		NONE 501 (C) 3 TO TEACH BIODYNAMIC PRINCIPLES 10,000
    WEST RIVER COMMUNITY PROJECT
    6573 VT 30
    WEST TOWNSHEND,VT05359     		NONE NC SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES 132,000
    RURAL VERMONT
    46 E STATE STREET
    MONTPELIER,VT05602     		NONE NC EDUCATION FOR AGRICULTURE 3,000
    STERLING COLLEGE
    16 STERLING dRIVE
    CRAFTSBURY COMMON,VT05827     		NONE NC CHARITABLE 10,000
    POST OIL SOLUTIONS
    P O BOX 431
    TOWNSHEND,VT05353     		NONE 501(c) 3 CONTRIBUTION 1,000
    AMERICAN CHESTNUT FOUNDATION
    50 NORTH MERRIMON AVENUE
    ASHVILLE,NC28804     		NONE   SUPPORT LOCAL AGRICULTURAL ECONOMIC AND SOCIAL ACTIVITIES 40
    BRIDGES OUTREACH INC
    PO BOX 1444
    SUMMIT,NJ07902     		NONE   REACHES OUT TO HOMELESS IN NYC 100
    CHILDREN'S HEALTH DEFENSE
    1227 N PEACHTREE PARKWAY
    PEACHTREE CITY,GA30269     		NONE   Its mission is to end childhood health epidemics by working aggressively to eliminate harmful exposures, hold those responsible accountable, and to establish safeguards to prevent future harm. 70,000
    EAST HAMPTON FIRE DEPARTMENT
    1 CEDAR STREET
    EAST HAMPTON,NY11954     		NONE   PUBLIC SAFTEY 250
    EAST HAMPTON POLICE BENEVOLENT
    PO BOX 1035
    EAST HAMPTON,NY11937     		NONE   PUBLIC SAFTEY 250
    FRIEND'S OF UNFPA
    605 THIRD AVE
    NEW YORK,NY10158     		NONE   Friends of UNFPA promotes the health, dignity, and rights of women and girls around the world by supporting the lifesaving work of UNFPA 12,500
    WESTON A PRICE FOUNDATION
    4200 WISCONSIN AVENUE
    WASHINGTON,DC20016     		NONE   The Foundation is dedicated to restoring nutrient-dense foods to the human diet through education, research and activism. 42,000
    HAWORTH AMBULANCE
    PO BOX 263
    HAWORTH,NJ07641     		NONE   PUBLIC SAFTEY 100
    HAWORTH DRUG ALLIANCE
    300 HAWORTH AVENUE
    HAWORTH,NJ07641     		NONE   PUBLIC SAFTEY 100
    HAWORTH FIRE CO
    7 HARDENBURGH AVENUE
    HAWORTH,NJ07641     		NONE   PUBLIC SAFTEY 100
    HAWORTH POLICE AUXILIARY
    PO BOX 6
    HAWORTH,NJ07641     		NONE   PUBLIC SAFTEY 100
    GREEN FAITH
    1216 BROADWAY
    NEW YORK,NY10001     		NONE   building resilient, caring communities and economies that meet everyones needs and protect the planet. 500
    JOSEPHINE PORTER INSTITUTE
    652 THOMPSON RD
    FLOYD,VA24091     		NONE   through biodynamic preparations, education and research, and to build a dynamic integrated network so our legacy is accessible to all future generations. 500
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    733 3RD AVE
    NEW YORK,NY10017     		NONE   MSAA is a resource for the MS community, improving lives through vital services & support. 10,000
    REAL ORGANIC PROJECT
    82 WILSON RD
    EAST THETFORD,VT05043     		NONE   TO SUPPORT ORGANIC FARMING 20,000
    SCHUMACHER CENTER FOR A NEW ECONOMI
    140 JUG END ROAD
    GREAT BARRINGTON,MA01230     		NONE   envision the elements of a just and regenerative global economy; undertakes to apply these elements in its home region of the Berkshires in western Massachusetts; and then develops the educational programs to share the results more broadly, thus encouraging replication. 100
    SOJOURNS CENTER FOR A NEW ECONOMICS
    4923 US ROUTE FIVE
    WESTMINSTER,VT05158     		NONE   Invision a just and regenerative economy; apply the concepts locally; then share the results for broad replication. 10,000
    THE CENTER FOR CARTOON STUDIES
    94 S MAIN ST
    WHITE RIVER JUNCTION,VT05001     		NONE   sequential art, specifically comics and graphic novels Located in the village of White River Junction, in the town of Hartford 100
    THE NIGERIAN SCHOOL PROJECT
    890 BELLE AVENUE
    TEANECK,NJ07666     		NONE   TO PROVIDE EDUCATION TO NIGERIAN CHILDGREN 10,000
    THE PFEIFFER CENTER
    260 HUNGRY HOLLOW RD
    SPRING VALLEY,NY10977     		NONE   biodynamics to grow food with living forces that nourish the whole human being; to foster a learning community where people can develop a loving relationship to the land; and to build a rich inclusive social life serving our home and surrounding communities. 250
    THE TOWNSHEND COMMUNITY FOOD SHELF
    46 COMMON RD
    TOWNSHEND,VT05353     		NONE   volunteer run community food shelf offering supplemental food assistance to all people in need. 100
    THE TOWNSEND HISTORICAL SOCIETY
    72 MAIN ST
    TOWNSEND,MA01469     		NONE   seeks to foster a deep discussion about our local history. 100
    TOWNSHEND VOLUNTEER FIRE DEPARTMENT
    TOWNSHEND
    TOWNSHEND,VT05353     		NONE   PUBLIC SAFETY 100
    UNIVERSITY OF DENVER
    2199 S UNIVERSITY BLVD
    DENVER,CO80208     		NONE   private institution built on exploration through research and collaboration among educators and students, as well as local and global communities. 10,000
    VERMONT HISTORICAL SOCIETY
    60 WASHINGTON ST
    BARRE,VT05641     		NONE   preserve and record the cultural history of the US state of Vermont. 100
    VERMONT INDEPENDANT MEDIA
    PO BOX 1212
    BRATTLEBORO,VT05302     		NONE   SUPPORT LOCAL NEWS 100
    WELFARE
    100 W 10TH STREET
    WILMINGTON,DE19801     		NONE   promote the social welfare of people and communities across the State of Delaware and in southern Chester County, Pennsylvania. 25,000
    WINDHAM VOLUNTEER FIRE COMPANY
    290 WHITE RD
    WINDHAM,VT05143     		NONE   PUBLIC SAFETY 250
    WWOOF-USA
    CALIFORNIA
    CALIFORNIA,CA90000     		NONE   ORGANIC FARMING 100
    VT DIGGER
    26 State Street Suite 8
    Montpelier,VT05602     		NONE   COMMUNITY OUTREACH 100
    VISTING NURSESEWRVICE OF NEW YORK
    107 E 70th St
    NEW YORK,NY10021     		NONE   SUPPORTING HEALTH CARE 1,030
    CAMPHILL VILLAGE
    84 Camp Hill Rd
    Copake,NY12516     		NONE   developmental disabilities and service volunteers 100
    CHAVURAH BETH SHALOM
    10 Main St Box 50
    Alpine,NJ07620     		NONE   progressive reform congregation 5,000
    FLORIDA AM ALUMNI ASS OF PALM BEACH
    PO Box 7351
    Tallahassee,FL32314     		NONE   Celebrate our rich heritage 1,000
    FOUNDATION FIGHTING BLINDNESS
    6925 Oakland Mills Road 701
    COLUMBIA,MD21045     		NONE   treatments and cures for people affected by retinitis pigmentosa, macular degeneration, Usher syndrome and the entire spectrum of retinal degenerative diseases. 5,000
    HEALTH FREEDOM DEFENSE FUND
    220 East Ave Ste 169
    Ketchum,ID83340     		NONE   bodily autonomy 5,000
    HOPES DOOR
    50 Broadway Ste 2
    Hawthorne,NY10532     		NONE   end domestic violence and to empower victims to achieve safety, independence, and healing from the trauma of abuse. 1,000
    HOSPITAL FOR SPECIAL SURGERY
    535 East 70th Street
    NEW YORK,NY10021     		NONE   orthopedics 1,000
    HURU INTERNATIONAL
    15 W 26th St
    NEW YORK,NY10010     		NONE   fighting period poverty and empowering girls in East Africa 7,500
    JEWISH BUSINESS NETWORK
    303 Broadway
    Dobbs Ferry,NY10522     		NONE   assists Jewish business owners, professionals and entrepreneurs with developing meaningful relationships and business growth through roundtable discussions, cocktail events and corporate forums 10,000
    KROKA EXPEDITIONS
    767 NH-123
    Marlow,NH03456     		NONE   Stand up for the rights of humans & nature from Canada to Ecuador. 1,025
    LIFT
    999 N Capitol Street NE
    Washington,DC20002     		NONE   break the cycle of poverty by investing in parents. 5,000
    LILI KOLISKO INSITITUTE
    1005 Richards Rd d
    Hartland,WI53029     		NONE   anthroposophically oriented medical research, education and community activities. 250
    LONDONDERRY VOLUNTEER RESCUE SQUAD
    6068 Vermont Rte 100
    Londonderry,VT05148     		NONE   paramedic level ambulance and rescue service 100
    MAKE-A-WISH METRO NEW YORK
    500 5th Avenue
    NEW YORK,NY10110     		NONE   create life-changing wishes for children with critical illnesses. 10,000
    NICHOLAS PEDONE FOUNDATION
    PO BOX 330
    GLEN COVE,NY11542     		NONE   kids fighting cancer & encourage them to always Fight Hard Smile Big with hope, love, and endurance! 8,000
    NOFA MASSACHUSETTS
    PO Box 60043
    Florence,MA01062     		NONE   promotes organic agriculture to expand the production and availability of nutritious food from living soil for the health of individuals, communities and the planet. 3,000
    RUDOLF STEINER FELLOWSHIP
    241 Hungry Hollow Rd
    Chestnut Ridge,NY10977     		NONE   operations of the Fellowship Community 250
    THE ART SCHOOL AT OLD CHURCH
    561 Piermont Rd
    Demarest,NJ07627     		NONE   dedicated to inspiring individuals of all ages, backgrounds, and abilities 500
    THURGOOD MARSHALL COLLEGE FUND
    901 F St NW STE 700
    Washington,DC20004     		NONE   supports and represents nearly 300,000 students 50,000
    BERNHEIM ARBORETUM AND RESEARCH FOR
    2075 Clermont Rd
    Clermont,KY40110     		NONE   wildlife sanctuary 1,000
    VERMONT LAND TRUST
    8 Bailey Ave
    Montpelier,VT05602     		NONE   protect farms, forests, and community places. 100
    Total .................................bullet 3a 485,795
    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 ............     		        52,462
    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) ..     94,979
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    94,979
    (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.)
    1a Teaching students & providing classes to educate them on biodiversity and homesteading.
    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: 21013475
    Software Version: 2021v4.1


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

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

    46-3376803
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    Charleigh Charitable Trust
          		Employer identification number
    46-3376803
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CHARLES MERINOFF
    200 OLD COUNTRY RD SUITE 274
     
    MINEOLA, NY11501

    		$ 1,376,926


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    LINDA MERINOFF
    200 OLD COUNTRY RD SUITE 274
     
    MINEOLA, NY11501

    		$ 28,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Charleigh Charitable Trust
          		Employer identification number

    46-3376803
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 Publicly Traded Securities $ 591,926 2022-04-07
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Charleigh Charitable Trust
          		Employer identification number

    46-3376803
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID: 21013475
    Software Version: 2021v4.1

    TY 2021 AccountingFeesSchedule
    Name:
    Charleigh Charitable Trust
    EIN:
    46-3376803
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accountin fees 3,254 0 0 0

    TY 2021 OtherAssetsSchedule
    Name:
    Charleigh Charitable Trust
    EIN:
    46-3376803
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MSOA FAMILY OFFICE LLC 1,028 1,218  


    TY 2021 OtherExpensesSchedule
    Name:
    Charleigh Charitable Trust
    EIN:
    46-3376803
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ALARM EXPENSE 389     389
    ANIMAL SUPPLIES 1,398     1,398
    ANIMALS 1,071     1,071
    ANNUAL REPORT 35     35
    BANK SERVICE CHARGES 626     626
    BEE SUPPLIES 8,418     8,418
    BLACKSMITH SHOP 821     821
    BROKER FEE 1,565 1,565    
    BUTCHER SHOP 408     408
    CERAMIC SHOP 4,178     4,178
    CHIMNEY MAINTENCE 727     727
    CLEANING SERVICES 900     900
    COMPUTER & INTERNET EXPENSES 10,972     10,972
    DAIRY SUPPLIES 188     188
    EDUCATIONAL RESEARCH 14,210     14,210
    FARM AND FOOD SERVICE MANAGMENT 9,000     9,000
    FARM GROCERIES 23,688     23,688
    FARM SUPPLIES 55,501     55,501
    FARM VEHICLE EXPENSES 18,992     18,992
    GARBAGE REMOVAL 3,270     3,270
    GASOLINE 5,037     5,037
    GRAPHIC DESIGN 4,050     4,050
    GRAPHIC DESIGN BADGES 6,325     6,325
    HAY 14,288     14,288
    INSURANCE 39,224     39,224
    OFFICE EXPENSES 8,018     8,018
    PAYROLL SERVICE FEES 18,375     18,375
    PAYROLL TAXES 28,171     28,171
    PROPERTY TAXES 13,271     13,271
    REPAIR AND MAINTENANCE 110,465     110,465
    SALES TAX 1,702     1,702
    SEEDS AND PLANTS 4,374     4,374
    SUBSCRIPTIONS 585     585
    TOOLS AND EQUIPMENT 16,080     16,080
    UTILITIES 43,438     43,438
    veternarian 896     896
    YOUNG FARMER PROGRAM 2,291     2,291
    YURT 1,623     1,623


    TY 2021 OtherIncomeSchedule2
    Name:
    Charleigh Charitable Trust
    EIN:
    46-3376803
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AGROLIVING EDUCATION 35,233    


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Charleigh Charitable Trust
    EIN:
    46-3376803
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value
    CREDIT CARDS 7,500 1,555