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 09-01-2021 , and ending 08-31-2022
Name of foundation
RISK MANAGEMENT ASSOCIATION FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2005 MARKET STREET 3600
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHILADELPHIA, PA19103
A Employer identification number

47-3078149
B Telephone number (see instructions)

(215) 446-4000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$7,529,319
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,500
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 126,433 126,433  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 128,933 126,433  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,500 0   0
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....... 297 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 316,284 17,528   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 319,081 17,528   0
25 Contributions, gifts, grants paid....... 363,000 363,000
26 Total expenses and disbursements. Add lines 24 and 25 682,081 17,528   363,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -553,148
b Net investment income (if negative, enter -0-) 108,905
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 35,835 26,388 26,388
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet1,186,000
Less: allowance for doubtful accounts bullet   1,186,000 1,186,000 1,186,000
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)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment7,343,740 Click to see attachment6,316,931 Click to see attachment6,316,931
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 8,565,575 7,529,319 7,529,319
Liabilities 17 Accounts payable and accrued expenses.......... 116,619 767,172
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)......... 116,619 767,172
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........... 8,448,956 6,762,147
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)..... 8,448,956 6,762,147
30 Total liabilities and net assets/fund balances (see instructions). 8,565,575 7,529,319
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
8,448,956
2
Enter amount from Part I, line 27a .....................
2
-553,148
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,500
4
Add lines 1, 2, and 3 ..........................
4
7,907,308
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,145,161
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,762,147
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.)
1a
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2  
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,514
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,514
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 58
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,572
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletBRIAN LONG Telephone no.bullet (215) 446-4040

    Located atbullet2005 MARKET STREET NO 3600PHILADELPHIAPA ZIP+4bullet19103
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    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
    BRIAN LONG TREASURER
    2.00
    0 0 0
    2005 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103
    EDWARD DEMARCO SECRETARY
    2.00
    0 0 0
    2005 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103
    NANCY FOSTER DIRECTOR
    2.00
    0 0 0
    2005 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103
    JODI RICHARD DIRECTOR
    2.00
    0 0 0
    2005 MARKET STREET SUITE 3600
    PHILADELPHIA,PA19103
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,873,119
    b
    Average of monthly cash balances.......................
    1b
    31,506
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,904,625
    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
    6,904,625
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    103,569
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,801,056
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    340,053
    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
    340,053
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,514
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,514
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    338,539
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    338,539
    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
    338,539
    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 7 338,539
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 60,246
    b From 2017...... 66,844
    c From 2018...... 121,787
    d From 2019...... 18,046
    e From 2020......  
    f Total of lines 3a through e ........ 266,923
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 363,000
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 338,539
    e Remaining amount distributed out of corpus 24,461
    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 5 291,384
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    60,246
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    231,138
    10 Analysis of line 9:
    a Excess from 2017.... 66,844
    b Excess from 2018.... 121,787
    c Excess from 2019.... 18,046
    d Excess from 2020....  
    e Excess from 2021.... 24,461
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    HUSNAIN ALI
    2623 SUFFOLK AVE APT B
    HIGH POINT,NC27265
        SCHOLARSHIP 2,000
    MATTHEW ALLEN
    4745 32ND ST N
    ARLINGTON,VA22207
        SCHOLARSHIP 2,000
    D'ANGELO F ALVARADO
    45 N ELM ST
    MOMENCE,IL60954
        SCHOLARSHIP 1,500
    IAN ALVES
    71 PAUCATUCK RD
    WEST SPRINGFIELD,MA01089
        SCHOLARSHIP 2,000
    BIANCA N BALDASSARO
    8 COSMOS DRIVE
    PEABODY,MA01960
        SCHOLARSHIP 2,000
    MADELINE BALE
    7404 NORTHMOOR DRIVE
    ST LOUIS,MO63105
        SCHOLARSHIP 2,000
    FORREST BICKER
    65 2ND AVE APT 6E
    NEW YORK,NY10003
        SCHOLARSHIP 1,000
    SIFA BUTCHER
    1520 NW 182 TERRACE
    PEMBROKE PINES,FL33029
        SCHOLARSHIP 1,000
    JADA M CARTER
    4621 NORTH 87TH STREET
    MILWAUKEE,WI53225
        SCHOLARSHIP 3,000
    ELISEO E CHAVEZ
    8250 E GOLF LINKS RD UNIT 102
    TUCSON,AZ85730
        SCHOLARSHIP 2,000
    WUJI CHEN
    7 THOMAS HENRY ROAD
    VAUGHAN,ONTARIO  
    CA
        SCHOLARSHIP 2,000
    JACQUELINE CHUNG
    10 DAMIAN DRIVE
    RICHMOND HILL,ONTARIO  
    CA
        SCHOLARSHIP 2,000
    SOPHIE L CLAKLEY
    12099 N US 59 UNIT B
    NACOGDOCHES,TX75965
        SCHOLARSHIP 2,000
    MICHAEL L CLARKE
    906-1661 QUEBEC ST
    VANCOUVER,BRITISH COLUMBIA  
    CA
        SCHOLARSHIP 3,000
    SHERIFA N CLARKE
    983 UTICA AVENUE APT 1
    BROOKLYN,NY11203
        SCHOLARSHIP 2,000
    CARLOS G CORTES
    7431 LEGEND POINT DR
    SAN ANTONIO,TX78244
        SCHOLARSHIP 1,500
    CITLALLI J CRUZ
    1220 S 8TH AVE
    YAKIMA,WA98902
        SCHOLARSHIP 1,500
    MIRIAM E DARDEN
    1131 NORTHWICK DRIVE
    PEARLAND,TX77584
        SCHOLARSHIP 2,000
    JACK K DELESTER
    333 E BROOKS ST APT 2217
    NORMAN,OK73069
        SCHOLARSHIP 2,000
    GIANCARLO DIOTAIUTI
    1355 N 800 E APT 13F
    LOGAN,UT84341
        SCHOLARSHIP 2,000
    NICHOLAS D DREW
    557 MERRIMACK ST
    MANCHESTER,NH03103
        SCHOLARSHIP 2,000
    MIKOLAJ J DUEHOLM
    900 WASHINGTON AVE SE APT 521
    MINNEAPOLIS,MN55414
        SCHOLARSHIP 2,000
    KINSEY J DUWA
    527 WEST MADISON STREET
    WASHINGTON,IA52353
        SCHOLARSHIP 2,000
    STEPHEN J EDDS
    3203 BROOK ROAD
    RICHMOND,VA23227
        SCHOLARSHIP 1,000
    KAMERAN R EDWARDS
    2120 COPEMAN BLVD
    FLINT,MI48504
        SCHOLARSHIP 2,000
    ANDREW E EMERSON
    4781 NANDINA CT NW
    ACWORTH,GA30102
        SCHOLARSHIP 1,000
    AMBER N FALGREN
    3692 N 153RD TER
    BASEHOR,KS66007
        SCHOLARSHIP 2,000
    RICHARD FELIZ GARCIA
    701 NICHOLSON ST NW
    WASHINGTON,DC20011
        SCHOLARSHIP 1,500
    CHASE FITZPATRICK
    696 MESA CIRCLE
    HAYWARD,CA94541
        SCHOLARSHIP 2,000
    DASIA FOSTER
    4149 PEYTON LN
    SAINT LOUIS,MO63120
        SCHOLARSHIP 2,000
    AHMED GHABIN
    604 KILLARNEY
    RICHARDSON,TX75081
        SCHOLARSHIP 1,500
    CHASE A GLADSTONE
    14315 AUTUMN GOLD RD
    BOYDS,MD20841
        SCHOLARSHIP 1,500
    NATHAN B GONG
    7911 WESTPARK DR APT 115 MAILBOX
    115
    TYSONS,VA22102
        SCHOLARSHIP 1,000
    DANIKA GORDON
    11734 WEISMAN ROAD
    WHITEWOOD,SD57793
        SCHOLARSHIP 1,500
    DYLAN F GRAY
    18004 QUEEN ANNE BRIDGE RD
    BOWIE,MD20716
        SCHOLARSHIP 1,500
    STEPHEN T GUTKE
    1355 NORTH 800 EAST APT 24B
    LOGAN,UT84341
        SCHOLARSHIP 3,000
    ANDREW J HALL
    612 MEDINA DRIVE
    KELLER,TX76248
        SCHOLARSHIP 2,000
    MICHAEL HARE
    3 BEECHWOOD ROAD
    FLORHAM PARK,NJ07932
        SCHOLARSHIP 2,000
    JACOB HEIT
    7161 27TH AVE
    NEWHALL,IA52315
        SCHOLARSHIP 3,000
    ANGELA HUERECA-ALVARADO
    7203 BELLERIVE DR APT 176
    HOUSTON,TX77036
        SCHOLARSHIP 1,000
    DANIELLE D JACKSON
    3009 KNIGHT RD
    CHESAPEAKE,VA23323
        SCHOLARSHIP 3,000
    KAYLA JARVIS
    3519 CORBETT COURT
    MISSOURI CITY,TX77459
        SCHOLARSHIP 1,500
    MADISON K JOHNSHOY
    4942 OSAKIS WAY NE
    ST MICHAEL,MN55376
        SCHOLARSHIP 1,500
    ELI J JOHNSON
    824 WILDA DRIVE
    WESTMINSTER,MD21157
        SCHOLARSHIP 1,500
    JALAIYA M JOHNSON
    8383 EL MUNDO ST 608
    HOUSTON,TX77054
        SCHOLARSHIP 2,000
    JORDAN M JOHNSON
    20026 TUNHAM TRL
    HOUSTON,TX77073
        SCHOLARSHIP 3,000
    MONICA JOHNSON
    1012 LISTON LANE
    PORTSMOUTH,VA23701
        SCHOLARSHIP 1,000
    ANIJAH L JONES
    21 WYNDHAM COURT SE
    CARTERSVILLE,GA30121
        SCHOLARSHIP 2,000
    JAMES F JORDAN
    1025 FALCON WAY
    VINELAND,NJ08360
        SCHOLARSHIP 2,000
    AARON KARAJA
    20 WEST TERRACE CRES
    COCHRANE,ALBERTAT4C 1R7
    CA
        SCHOLARSHIP 2,000
    JESSALYN J KIRCHHOFF
    815 E KANSAS AVE
    SMITH CENTER,KS66967
        SCHOLARSHIP 2,000
    MASSIMO KLUEVER
    374 S GRAND BLVD APT 224
    ST LOUIS,MO63103
        SCHOLARSHIP 1,000
    ALAHNA S KNIGHT
    2911 HOLLISTER AVE
    NORFOLK,VA23504
        SCHOLARSHIP 2,000
    ANDERS M LARSON
    21 8TH ST N 506
    FARGO,ND58102
        SCHOLARSHIP 3,000
    NATHAN H LE
    1198 JONES BUTLER ROAD APT 2004
    COLLEGE STATION,TX77840
        SCHOLARSHIP 3,000
    CHAD E LOCKARD
    6714 CHOPPY WOOD CIRCLE
    CHARLOTTE,NC28226
        SCHOLARSHIP 1,500
    ALEXA V LOMONACO
    33 ROSENBROOK DRIVE
    LINCOLN PARK,NJ07035
        SCHOLARSHIP 2,000
    ISABELA LONDONO
    311 NORTH LEONARD AVENUE
    ST LOUIS,MO63103
        SCHOLARSHIP 2,000
    MYLES K LYNCH
    5324 GARFIELD AVE
    PENNSAUKEN,NJ08109
        SCHOLARSHIP 1,000
    TYLER D LYSTER
    2024 AVENUE A
    COUNCIL BLUFFS,IA51501
        SCHOLARSHIP 1,500
    DIVINE N MADUBIKE
    7880 KIVERTON PL
    ATLANTA,GA30350
        SCHOLARSHIP 1,000
    LUIS A MALDONADO
    8915 SILVER YACHT DR
    HUMBLE,TX77346
        SCHOLARSHIP 2,000
    ALEX MANCUSO
    2090 STATE ROUTE 247
    CLIFFORD TWP,PA18407
        SCHOLARSHIP 2,000
    TAMARA MAZETS
    835 S CLAREMONT AVE
    CHICAGO,IL60612
        SCHOLARSHIP 1,500
    KATIE L MCCABE
    1840 COUNTRY WEST RD
    BISMARCK,ND58503
        SCHOLARSHIP 2,000
    COLIN MCEVOY
    1309 VENETIAN WAY DR
    WAXHAW,NC28173
        SCHOLARSHIP 3,000
    AESHA MEHTA
    48 WINDSONG CIRCLE
    EAST BRUNSWICK,NJ08816
        SCHOLARSHIP 2,000
    ZION G MELSON
    1315 LONGPOINTE PASS
    ALPHARETTA,GA30005
        SCHOLARSHIP 1,000
    TYLER D MILLER
    705 BLUEMONT AVE
    MANHATTAN,KS66502
        SCHOLARSHIP 2,000
    KIANA L MOND
    1250 LEONA ST 2411
    HOUSTON,TX77026
        SCHOLARSHIP 2,000
    CONNOR S MUELLER
    N7772 SANDY BEACH RD
    FOND DU LAC,WI54935
        SCHOLARSHIP 2,000
    CHARITY C MWANSA
    7476 W ROXBURY PL
    LITTLETON,CO80128
        SCHOLARSHIP 1,000
    KAMERON D NAPOLI
    2938 SALEM CT
    JACKSONVILLE,FL32277
        SCHOLARSHIP 1,500
    CLAYTON K NELSON
    415 WEST ROSSER AVENUE
    BISMARCK,ND58501
        SCHOLARSHIP 2,000
    CALEB C NOLANDER
    19430 MILLSTONE DR
    WAUSEON,OH43567
        SCHOLARSHIP 5,000
    BEFIKER K OLLIVIERRE
    107 ASPENRIDGE DR
    RALEIGH,NC27540
        SCHOLARSHIP 3,000
    MAX R O'ROURKE
    7530 BARNSBURY DR
    WEST BLOOMFIELD,MI48324
        SCHOLARSHIP 2,000
    CODY W POSKIN
    5254 CROWN HILL DRIVE
    CEDAR HILL,MO63016
        SCHOLARSHIP 1,500
    JORDAN A PRATT
    476 DEER RUN CIRCLE
    SALEM,VA24153
        SCHOLARSHIP 2,000
    KAMERON T PREE
    10350 SAGEGLOW DR
    HOUSTON,TX77089
        SCHOLARSHIP 3,000
    OLIVIA M RAUCH
    5401 GLENVIEW LANE
    SAINT CLOUD,MN56303
        SCHOLARSHIP 2,000
    ESTIFANOS J ROBERTSON
    10 INNIS STREET
    OIL CITY,PA16301
        SCHOLARSHIP 2,000
    ZACHARY T ROHLEDER
    1421 10TH ST N
    FARGO,ND58102
        SCHOLARSHIP 3,000
    DYLAN J RUDNICK
    7720 STAR LANE
    BISMARCK,ND58503
        SCHOLARSHIP 1,000
    SIERRA E SANDS
    1165 ASHLAND DRIVE
    COLUMBIA,SC29229
        SCHOLARSHIP 1,000
    HANNAH C SCHINKER
    8700 ROLLING ACRES NE
    ROCKFORD,MI49341
        SCHOLARSHIP 2,000
    GRACI L SCHOMAKER
    W3083 SUNSHINE ROAD
    FREEDOM,WI54130
        SCHOLARSHIP 2,000
    DAVID SCHULTE
    418 W 5TH ST
    HAYS,KS67601
        SCHOLARSHIP 3,000
    CAMERON D SHEPHERD
    8177 FM 2609
    NACOGDOCHES,TX75965
        SCHOLARSHIP 3,000
    TREVOR A SHERF
    131 WILLIAM OWENS WAY
    GREER,SC29651
        SCHOLARSHIP 1,500
    KELSEY L SIVERTSON
    231 W 25TH STREET
    HOLLAND,MI49423
        SCHOLARSHIP 1,500
    ZACHARIAH C SMITH
    669 ATLANTA STUDENT MOVEMENT BLVD
    320
    ATLANTA,GA30314
        SCHOLARSHIP 3,000
    DESTINY L SPADY
    7093 FOUNDERS WAY
    HARRISBURG,NC28075
        SCHOLARSHIP 1,000
    JAYLEN E THOMPSON
    6206 E 140TH TER
    GRANDVIEW,MO64030
        SCHOLARSHIP 1,500
    AUSTIN S TURNER
    2509 29TH STREET
    LUBBOCK,TX79410
        SCHOLARSHIP 2,000
    CLAUDIAPUTRIA P ALVAREZ
    923 EVESHAM AVE
    BALTIMORE,MD21212
        SCHOLARSHIP 2,000
    HALEYJVAN J NURDEN
    22839 62ND ST NW
    SUNBURG,MN56289
        SCHOLARSHIP 1,000
    EVAN T VENNE
    W273N2533 PROSPECT AVENUE
    PEWAUKEE,WI53072
        SCHOLARSHIP 2,000
    GABRIEL J WALDOWSKI
    378 CHURCH STREET
    NEW MILFORD,PA18834
        SCHOLARSHIP 1,500
    KAYCEE WATKINS
    4118 LAKEVIEW DR
    COUNTRY CLUB HILLS,IL60478
        SCHOLARSHIP 2,000
    MATT WESTELMAN
    4009 RAWLINS ST
    DALLAS,TX75219
        SCHOLARSHIP 1,500
    AMBER WIGGINS
    5427 MORSE STREET
    PHILADELPHIA,PA19131
        SCHOLARSHIP 1,000
    QUENTIN F WILLIAMS
    1635 PICCADILLY DRIVE
    DAYTONA BEACH,FL32117
        SCHOLARSHIP 1,500
    ISABEL WOLLERMANN
    3237 CONSERVANCY ESTATES LANE
    SUN PRAIRIE,WI53590
        SCHOLARSHIP 1,500
    DEVON WOODFINE
    3794 S NORMANDIE AVE
    LOS ANGELES,CA90007
        SCHOLARSHIP 1,500
    ALEJANDRA ZAPATA
    768 BIRCH DR
    SALINA,KS67401
        SCHOLARSHIP 2,000
    ELIZABETH M ZEUTENHORST
    1151 5TH AVENUE CIR NE
    SIOUX CENTER,IA51250
        SCHOLARSHIP 1,000
    MATTHEW ZIFF
    103 KENAS ROAD
    NORTH WALES,PA19454
        SCHOLARSHIP 2,000
    JORDANA M AINSLIE
    1430 NORTHRIM CT 12
    SAN DIEGO,CA92111
        SCHOLARSHIP 1,500
    MATTISON I BULLARD
    109 SHELTON PLACE
    EDMOND,OK73034
        SCHOLARSHIP 1,500
    JOSHUA COGAR
    5807 PINE HILL DRIVE
    WHITE MARSH,MD21162
        SCHOLARSHIP 1,500
    ANDREW H FRESEN
    32 WINDERMERE TERRACE
    SHORT HILLS,NJ07078
        SCHOLARSHIP 1,500
    KELLY GORMAN
    13152 PAGEANT AVE
    SAN DIEGO,CA92129
        SCHOLARSHIP 1,500
    MARC A NAVA
    7 RIVERVIEW CIRCLE
    ROSWELL,NM88201
        SCHOLARSHIP 1,500
    ABISOLA OLAOGUN
    45 GREGORY DRIVE
    ATTLEBORO,MA02703
        SCHOLARSHIP 1,500
    YOHELIS POLANCO
    96-05 50TH AVENUE 2ND FLOOR
    CORONA,NY11368
        SCHOLARSHIP 1,500
    JOSH D RATCLIFFE
    801 WELLBORN RD APT 322
    COLLEGE STATION,TX77840
        SCHOLARSHIP 1,500
    ARASHDEEP SINGH
    160 NORTH RIDGE COURT
    SOUTHINGTON,CT06489
        SCHOLARSHIP 1,500
    DASIA FOSTER
    4149 PEYTON LN
    SAINT LOUIS,MO63120
        SCHOLARSHIP 2,000
    ETAYA FOWLER
    13787 CEDAR GLEN CV
    ALEXANDER,AR72002
        SCHOLARSHIP 2,000
    ADELEYE MESOGBORIWON
    1840 W 9TH STREET
    JACKSONVILLE,FL32209
        SCHOLARSHIP 2,000
    KAYCEE WATKINS
    4118 LAKEVIEW DR
    COUNTRY CLUB HILLS,IL60478
        SCHOLARSHIP 2,000
    ANDREA AN MCINTOSH
    3026 LACLEDE AVENUE GILLESPIE HALL
    STLOUIS,MO63103
        SCHOLARSHIP 2,000
    ISABELA LONDONO
    311 NORTH LEONARD AVENUE APT 402
    ST LOUIS,MO63103
        SCHOLARSHIP 2,000
    FINN ERIK BOYENS
    374S GRAND BLVD APARTMENT 232
    ST LOUIS,MO63103
        SCHOLARSHIP 2,000
    DANIELLE DEWAR JACKSON
    3009 KNIGHT RD
    CHESAPEAKE,VA23323
        SCHOLARSHIP 2,000
    NADIRAH UMRANI-SANDERS
    1606 NORTHGATE ROAD
    BALTIMORE,MD21218
        SCHOLARSHIP 2,000
    CHIBUZOR MARTINS
    610 TINKER RD
    MIDDLE RIVER,MD21220
        SCHOLARSHIP 2,000
    CLAUDIA PATRICIA UTRIA ALVAREZ
    923 EVESHAM AVE
    BALTIMORE,MD21212
        SCHOLARSHIP 2,000
    JADE LITTLETON
    2601 GENTILLY BLVD
    NEW ORLEANS,LA70122
        SCHOLARSHIP 2,000
    MONICA JOHNSON
    1012 LISTON LANE
    PORTSMOUTH,VA23701
        SCHOLARSHIP 2,000
    PATRINA KENNEDY
    2601 GENTILLY BLVD
    NEW ORLEANS,LA70122
        SCHOLARSHIP 2,000
    DEVIN ROBINSON
    1001 LESLIE ANN DRIVE
    RICHMOND,VA23223
        SCHOLARSHIP 2,000
    TYRA POWELL
    81 CHESTNUT AVENUE 1
    IRVINGTON,NJ07111
        SCHOLARSHIP 2,000
    TAYLOR PHILLIPS
    3807 GEORGE WASHINGTON HWY
    PORTSMOUTH,VA23702
        SCHOLARSHIP 2,000
    NIKOLEZ LAND
    845 51ST ST SE
    WASHINGTON,DC20019
        SCHOLARSHIP 2,000
    JENEI GROGANS
    3069 ORDWAY DR NW APT F
    ROANOKE,VA24017
        SCHOLARSHIP 2,000
    BRANDEN PATTERSON
    5720 METROVIEW PARKWAY
    ALEXANDRIA,VA22303
        SCHOLARSHIP 2,000
    SAVEION KELLAM
    27 SOUTH MAIN STREET
    SELBYVILLE,DE19975
        SCHOLARSHIP 2,000
    ADAIAH BRUNSON
    1602 EAST 43RD STREET APT C1
    BROOKLYN,NY11234
        SCHOLARSHIP 2,000
    MIYA T STAGGERS
    1700 MEADOW COURT
    BALTIMORE,MD21207
        SCHOLARSHIP 2,000
    BRITNEE MCCAULEY
    PO BOX 43
    BOWIE,MD20719
        SCHOLARSHIP 2,000
    ALEXIS MACK
    10125 JUNCTION DR APT 266
    ANNAPOLIS JUNCTION,MD20701
        SCHOLARSHIP 2,000
    ARIANNA KHAN
    12208 CRYSTAL RIDGE DR
    WATCHUNG,NJ07069
        SCHOLARSHIP 2,000
    JAMES JORDAN
    1025 FALCON WAY
    VINELAND,NJ08360
        SCHOLARSHIP 2,000
    SHANICE FRANCIS
    1600 HARDEN STREET MSC1895
    COLUMBIA,SC29204
        SCHOLARSHIP 2,000
    KAREN ATHERLY
    1234 E 92ND STREET
    BROOKLYN,NY11236
        SCHOLARSHIP 2,000
    SHERIFA CLARKE
    983 UTICA AVENUE APT 1
    BROOKLYN,NY11203
        SCHOLARSHIP 2,000
    SHAJUANA JENKINS
    2614 W TENNESSEE APT 6310
    TALLAHASSEE,FL32304
        SCHOLARSHIP 2,000
    CAITLYN HARRIS
    1227 THOMAS DRIVE
    PORT ORANGE,FL32129
        SCHOLARSHIP 2,000
    RAYONNE MCTOY
    2566 W TENNESSEE STREET 8131
    TALLAHASSEE,FL32304
        SCHOLARSHIP 2,000
    KIMBERLEE WALTERS
    2566 WEST TENNESSEE STREET 12132-C
    TALLAHASSEE,FL32304
        SCHOLARSHIP 2,000
    KAMERON DENISE NAPOLI
    2938 SALEM CT
    JACKSONVILLE,FL32277
        SCHOLARSHIP 2,000
    AURIEL PATTON
    814 OLD SETTLERS TRAIL APT 8
    HOPKINS,MN55343
        SCHOLARSHIP 2,000
    JALEEYA JENNINGS
    324 STADIUM DRIVE
    TALLAHASSEE,FL32304
        SCHOLARSHIP 2,000
    LEONARDO ZUAZO
    17440 SW 140TH CT
    MIAMI,FL33177
        SCHOLARSHIP 2,000
    EVAN BADGER
    4685 E COLT CT
    INVERNESS,FL34452
        SCHOLARSHIP 2,000
    UNIQUA HARRIS
    PO BOX 1105
    DURHAM,NC27702
        SCHOLARSHIP 2,000
    EFHE IKHARO
    1801 FAYETTEVILLE STREET ALSTON APT
    102
    DURHAM,NC27707
        SCHOLARSHIP 2,000
    VALERIE DAVENPORT
    9501 S KING DR
    CHICAGO,IL60628
        SCHOLARSHIP 2,000
    NASJAY BOSTICK
    195 NEWTON CORNER RD PO BOX 298
    ESTILL,SC29918
        SCHOLARSHIP 2,000
    SHONTAVIA RIGGINS
    4625 CLEVELAND STREET
    ELLOREE,SC29047
        SCHOLARSHIP 2,000
    TIFFANY MAJOR
    PO BOX 2973
    ORANGEBURG,SC29116
        SCHOLARSHIP 2,000
    DESTINY SPADY
    7093 FOUNDERS WAY
    HARRISBURG,NC28075
        SCHOLARSHIP 2,000
    JAHMAHN MAURICE LARSOSA
    7422 S COLFAX AVE APT 1
    CHICAGO,IL60649
        SCHOLARSHIP 2,000
    JORDAN MARAJ
    803 R STREET NW APT 203
    WASHINGTON,DC20001
        SCHOLARSHIP 2,000
    SIFA BUTCHER
    1520 NW 182 TERRACE
    PEMBROKE PINES,FL33029
        SCHOLARSHIP 2,000
    NAFYAD LENJISO
    10 BELL DRIVE
    WESTFIELD,NJ07090
        SCHOLARSHIP 2,000
    FAITH CRAWFORD
    351 LIME OAK DR
    PITTSBURGH,PA15235
        SCHOLARSHIP 2,000
    JANEE JONES
    2400 6TH STREET STE 218
    NW,DC20059
        SCHOLARSHIP 2,000
    MYLES LYNCH
    5324 GARFIELD AVE
    PENNSAUKEN,NJ08109
        SCHOLARSHIP 2,000
    MYLAN CHASE TOWNSEL
    3500 JOHN A MERRITT BLVD PO BOX
    6610
    NASHVILLE,TN37209
        SCHOLARSHIP 2,000
    CHINEDU UFIO
    1092 ASU DR 326
    LORMAN,MS39096
        SCHOLARSHIP 2,000
    WILLIE WILLIS
    27 N MCNEIL RD
    NATCHEZ,MS39120
        SCHOLARSHIP 2,000
    RUTH UCHE
    2223 GRAYCLIFF DR APT 2054
    DALLAS,TX75228
        SCHOLARSHIP 2,000
    ELISHA JONES
    1700 S CHRISMAN AVE
    CLEVELAND,MS38732
        SCHOLARSHIP 2,000
    XAVIAN D LEWIS
    52 TARA DRIVE
    NATCHEZ,MS39120
        SCHOLARSHIP 2,000
    SIDNEY HAMPTON
    2320 GOOD HOPE RD SE APT 30
    WASHINGTON,DC20020
        SCHOLARSHIP 2,000
    SAVENA FULLER
    3003 VAN NESS ST W218
    WASHINGTON,DC20008
        SCHOLARSHIP 2,000
    JORDAN JOHNSON
    20026 TUNHAM TRAIL
    HOUSTON,TX77073
        SCHOLARSHIP 2,000
    RITA NWOKE
    9851 MEADOWGLEN LANE 144
    HOUSTON,TX77042
        SCHOLARSHIP 2,000
    ANIJAH JONES
    21 WYNDHAM COURT SE
    CARTERSVILLE,GA30121
        SCHOLARSHIP 2,000
    ANIJAH JONES
    21 WYNDHAM COURT SE
    CARTERSVILLE,GA30121
        SCHOLARSHIP 2,000
    JADA MARIE CARTER
    4621 N 87TH STREET
    MILWAUKEE,WI53225
        SCHOLARSHIP 2,000
    DENISE ALLEN-CLARK
    91 MICHIGAN AVE UNIT 1378
    FORT CAMPBELL,KY42223
        SCHOLARSHIP 2,000
    BENJAMIN LAMAR PATTERSON
    907 A WEST OLD HICKORY BOULEVARD
    MADISON,TN37115
        SCHOLARSHIP 2,000
    SEYNABU NDOYE
    3500 JOHN A MERRITT BLVD
    NASHVILLE,TN37209
        SCHOLARSHIP 2,000
    JADA FISHER
    7906 LOCKSLEY ROAD
    HOUSTON,TX77078
        SCHOLARSHIP 2,000
    KAMERON PREE
    10350 SAGEGLOW DR
    HOUSTON,TX77089
        SCHOLARSHIP 2,000
    JAYLEN THOMPSON
    4600 CULLEN BLVD APT 176
    HOUSTON,TX77004
        SCHOLARSHIP 2,000
    Total .................................bullet 3a 363,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
             
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 126,433 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    126,433
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    THE RISK MANAGEMENT ASSOCIATION 501(C)(6) COMMON DIRECTORS
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


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

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

    47-3078149
    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
    RISK MANAGEMENT ASSOCIATION FOUNDATION
     
    Employer identification number
    47-3078149
    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
    THE RISK MANAGEMENT ASSOCIATION
     
    2005 MARKET STREET SUITE 3600
     
    PHILADELPHIA, PA19103

    $ 2,500


    (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.)
    (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
    RISK MANAGEMENT ASSOCIATION FOUNDATION
     
    Employer identification number

    47-3078149
    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
     
    $    
    (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
    RISK MANAGEMENT ASSOCIATION FOUNDATION
     
    Employer identification number

    47-3078149
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    RISK MANAGEMENT ASSOCIATION FOUNDATION
    EIN:
    47-3078149
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,500 0   0

    TY 2021 OtherAssetsSchedule
    Name:
    RISK MANAGEMENT ASSOCIATION FOUNDATION
    EIN:
    47-3078149
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    LONG TERM INVESTMENTS 7,343,740 6,316,931 6,316,931


    TY 2021 OtherDecreasesSchedule
    Name:
    RISK MANAGEMENT ASSOCIATION FOUNDATION
    EIN:
    47-3078149
    Description Amount
    UNREALIZED GAINS 1,145,161


    TY 2021 OtherExpensesSchedule
    Name:
    RISK MANAGEMENT ASSOCIATION FOUNDATION
    EIN:
    47-3078149
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTANTS - OTHER 66,837 0   0
    OFFICE EXPENSE - BANK SERVICE CHARGE 2,187 1,887   0
    OFFICE EXPENSE - INVESTMENT MGMT SVCS 15,641 15,641   0
    CHAPTER CASE COMPETITION EXPENSE 12,000 0   0
    MANAGAMENT AND GENERAL 219,619 0   0


    TY 2021 OtherIncreasesSchedule
    Name:
    RISK MANAGEMENT ASSOCIATION FOUNDATION
    EIN:
    47-3078149
    Description Amount
    RETURNED / FORFEITED SCHOLARSHIPS 11,500