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 07-01-2021 , and ending 06-30-2022
Name of foundation
LEOFFLER TRUST
c/o GLORIA & WILLIAM FINAGIN
% STEPHEN E JOSEY CPA
Number and street (or P.O. box number if mail is not delivered to street address)6 ROMAR DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANNAPOLIS, MD21403
A Employer identification number

59-6808046
B Telephone number (see instructions)

(410) 263-2740
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$409,721J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 5 5  
4 Dividends and interest from securities... 24,718 24,718  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 42,596
b Gross sales price for all assets on line 6a 608,336
7 Capital gain net income (from Part IV, line 2)... 42,596
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........ 67,319 67,319  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 5,821 5,821 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.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 46      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 5,867 5,821 0 0
25 Contributions, gifts, grants paid....... 90,739 90,739
26 Total expenses and disbursements. Add lines 24 and 25 96,606 5,821 0 90,739
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,287
b Net investment income (if negative, enter -0-) 61,498
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 20,372 12,559 12,559
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)....... 388,740 Click to see attachment365,842 397,162
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 409,112 378,401 409,721
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   6,838
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 6,838
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 407,112 371,563
29 Total net assets or fund balances (see instructions)..... 407,112 371,563
30 Total liabilities and net assets/fund balances (see instructions). 407,112 378,401
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
407,112
2
Enter amount from Part I, line 27a .....................
2
-29,287
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
377,825
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,262
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
371,563
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 FIDELITY 5916 S/T - ABBVIE INC      
b FIDELITY 5916 S/T - AGNC INVT CORP     2021-07-06
c FIDELITY 5916 S/T - ARBOR REALTY TRUST INC COM   2021-07-07 2021-12-28
d FIDELITY 5916 S/T - B&G FOODS INC   2021-07-07 2021-10-04
e FIDELITY 5916 S/T - BEAM GLOBAL COM     2021-08-09
FIDELITY 5916 S/T - BJS WHSL CLUB HLDGS   2020-08-20 2021-07-02
FIDELITY 5916 S/T - DOW INC   2021-07-06 2021-10-04
FIDELITY 5916 S/T - FIRST ENERGY CORP   2020-08-19 2021-07-06
FIDELITY 5916 S/T - KRAFT HEINZ CO   2020-07-06 2021-07-06
FIDELITY 5916 S/T - RIVERNORTH GLEXIBLE MUN      
FIDELITY 5916 S/T - SPARTANNASH CO   2021-01-07 2021-07-06
FIDELITY 5916 S/T - NUVEEN PFD & INCOME SECURITIES     2022-03-02
FIDELITY 5916 S/T - LUMEN TECHNOLOGIES INC     2022-03-24
FIDELITY 5916 S/T - WALGREENS BOOTS ALLIANCE INC     2022-06-15
FIDELITY 5916 S/T - B. RILEY FINANICAL INC COM     2022-06-29
FIDELITY 5916 S/T - EASTERLY GOVT PPTYD INC     2022-06-29
FIDELITY 5916 L/T - ANNALY CAPITAL MANAGEMENT INC     2021-12-28
FIDELITY 5916 L/T - APPLE INC      
FIDELITY 5916 L/T - BAIN CAP SEPCIALTY FIN INC   2020-01-10 2021-07-06
FIDELITY 5916 L/T - DOW INC     2021-10-04
FIDELITY 5916 L/T - KRAFT HEINZ CO   2020-04-29 2021-07-06
FIDELITY 5916 L/T - NETAPP INC      
FIDELITY 5916 L/T - EASTERLY GOVT PPTYS   2021-06-24 2022-06-29
AMERITRADE L/T - AT&T INC   2014-11-25 2021-10-04
AMERITRADE L/T - BGC PARTNERS INC   2015-11-30 2021-08-24
AMERITRADE L/T - BAXTER INTERNATIONAL INC     2021-08-24
AMERITRADE L/T - CHEVRON CORPORATION   2016-04-11 2021-08-24
AMERITRADE L/T - COCA-COLA CO   2016-04-08 2021-10-04
AMERITRADE L/T - PETMED EXPRESS INC     2021-08-24
AMERITRADE L/T - VALERO ENERGY CORP     2021-08-24
AMERITRADE L/T - WEC ENERGY GROUP INC   2016-02-03 2021-08-24
(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 45,409   46,195 -786
b 17,783   14,737 3,046
c 5,526   5,235 291
d 9,078   9,060 18
e 8,979   10,200 -1,221
9,421   8,691 730
5,849   6,198 -349
29,969   22,207 7,762
11,850   9,669 2,181
33,070   36,169 -3,099
29,256   28,666 590
44,392   51,323 -6,931
43,962   52,920 -8,958
5,276   6,132 -856
37,371   53,126 -15,755
24,566   27,070 -2,504
16,550   19,015 -2,465
71,763   36,890 34,873
15,460   19,778 -4,318
23,396   16,854 6,542
11,850   9,288 2,562
45,992   20,670 25,322
19,321   21,325 -2,004
3,127   3,996 -869
2,248   1,999 249
7,452   6,261 1,191
4,506   4,408 98
5,541   4,910 631
6,456   3,118 3,338
4,590   4,648 -58
8,327   4,982 3,345
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       -786
b       3,046
c       291
d       18
e       -1,221
      730
      -349
      7,762
      2,181
      -3,099
      590
      -6,931
      -8,958
      -856
      -15,755
      -2,504
      -2,465
      34,873
      -4,318
      6,542
      2,562
      25,322
      -2,004
      -869
      249
      1,191
      98
      631
      3,338
      -58
      3,345
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 42,596
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  
3 Add lines 1 and 2........................... 3 855
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- ..... 5 855
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 30
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 885
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletSTEPHEN E JOSEY CPA Telephone no.bullet (410) 974-6161

    Located atbullet2661 RIVA ROAD SUITE 1040ANNAPOLISMD ZIP+4bullet21401
    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
     
    No
    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
    SEVERINE G LEOFFLER III TRUSTEE
    0     		0 0 0
    38 HEATHERHURST CIRCLE 18
    CROSSVILLE,TN38558
    GLORIA FINAGIN TRUSTEE
    0     		0 0 0
    6 ROMAR DRIVE
    ANNAPOLIS,MD21401
    WILLIAM B FINAGIN TRUSTEE
    0     		0 0 0
    6 ROMAR DRIVE
    ANNAPOLIS,MD21401
    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
     
    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
     
    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
    473,499
    b
    Average of monthly cash balances.......................
    1b
    23,904
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    497,403
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    497,403
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    7,461
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    489,942
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    24,497
    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
    24,497
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    855
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    855
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    23,642
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    23,642
    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
    23,642
    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 23,642
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 7,717
    c From 2018...... 21,110
    d From 2019...... 13,832
    e From 2020...... 12,121
    f Total of lines 3a through e ........ 54,780
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 90,739
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 23,642
    e Remaining amount distributed out of corpus 67,097
    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 5 121,877
    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......     		 
    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) .......     		 
    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 ......     		121,877
    10 Analysis of line 9:
    a Excess from 2017.... 7,717
    b Excess from 2018.... 21,110
    c Excess from 2019.... 13,832
    d Excess from 2020.... 12,121
    e Excess from 2021.... 67,097
    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
    MINISTRY BGEA
    1 BILLY GRAHAM PARKWAY
    CHARLOTTE,NC28201     		NO RELATIONSHIP PC TO PROVIDE FUNDING FOR OPERATING EXPENSE OF VARIOUS TYPES OF MINISTRIES. 2,600
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607     		NO RELATIONSHIP PC TO PROVIDE FUNDING FOR SUPPORTING INTERNATIONAL RELIEF ACTIVITIES. 2,500
    AMERICAN CENTER FOR LAW AND JUSTICE
    PO BOX 90555
    WASHINGTON,DC20090     		NO RELATIONSHIP PC TO SUPPORT THE ACTIVITIES OF THE ORGANIZATION CONCERNING THE VIABILITY TO FREEDOM AND LIBERTY IN THE UNITED STATES. 1,300
    THE SALVATION ARMY
    PO BOX 3344
    ANNAPOLIS,MD21403     		NO RELATIONSHIP PC TO PROVIDE AID TO THE COMMUNITY 4,550
    ST JUDE CHILDREN'S HOSPITAL
    4600 FAIRFAX DRIVE
    ARLINGTON,VA22203     		NO RELATIONSHIP PC TO PROVIDE FUNDING FOR MEDICAL RESEARCH 12,300
    PRISION FELLOWSHIP
    44180 RIVERSIDE PARKWAY
    LANSDOWNE,VA20176     		NO RELATIONSHIP PC TO PROVIDE RELIGIOUS SUPPORT TO PRISONERS, VICTIMS & FAMILIES. 1,750
    OPEN DOORS
    PO BOX 27001
    SANTA ANA,CA92799     		NO RELATIONSHIP PC SERVING PERSECUTED CHRISTIANS 1,200
    AMERICAN BIBLE SOCIETY
    101 NORTH INDEPENDENCE
    MAIL EAST FL8
    PHILADELPHIA,PA19106     		NO RELATIONSHIP PC TO PROVIDE AFFORDABLE BIBLES TO EVERY PERSON IN A LANGUAGE AND FORMAT THAT CAN BE UNDERSTOOD. 800
    JUDICAL WATCH
    425 3RD ST SW
    STE 800
    WASHINGTON,DC20024     		NO RELATIONSHIP PC TO PROVIDE JUDICAL WATCH 5,950
    SECOND HARVEST OF EAST TN
    136 HARVEST LN
    MARYVILLE,TN37801     		NO RELATIONSHIP PC FEEDING AMERICA 2,300
    Capital Research Center
    1513 16th Street NW
    Washington,DC20036     		No Relationship PC To promote a better understanding of charity and philanthropy. 1,950
    Christmas on the Mountain
    314 Highland Drive
    Crossville,TN38572     		No Relationship PC Toy donations for the needy. 1,000
    Peaceful Valley Donkey Rescue
    PO Box 5741
    San Angelo,TX76902     		No relationship PC Rescue abused and neglected Donkeys 900
    TMS Global
    6234 Crooked Creek Road
    Norcross,GA30092     		No relationship PC To spread the gospel of Christ 3,100
    Trinity United Methodist Church
    1300 West Street
    Annapolis,MD21401     		No Relationship PC General Funding of the Church 14,160
    BEACON CENTER OF TENNESSEE
    1200 Clinton Street 205
    Nashville,TN37203     		NO RELATIONSHIP PC To provide place and resources for research areas include tax and economic policy, education policy, and healthcare policy. 200
    BIBLES FOR THE WORLD
    PO BOX 49759
    Colorado Springs,CO80949     		NO RELATIONSHIP PC BIBLE STUDY. 500
    BILL OF RIGHTS LAW
    1310 North Courthouse Rd
    Arlington,VA22201     		NO RELATIONSHIP PC to providing the highest quality resources and programs for students, teachers, and parents in government, civics, public policy, journalism, history, or economics. 200
    CCRS EDUCATION FOUNDATION
    ONE CUMBERLAND AVENUE
    PLATTSBURGH,PA12901     		NO RELATIONSHIP PC TO PROMOTE AND ENHANCE EDUCATION FOR STUDENTS 500
    CHILD EVANGELISM FELLOWSHIP
    17482 State Hwy M
    Warrenton,MO63383     		NO RELATIONSHIP PC BIBLE STUDY 3,000
    CENTER FOR AMERICAN & LIBERTY
    PO Box 200942
    Pittsburgh,PA15251     		NO RELATIONSHIP PC To provide defending the civil liberties of Americans left behind by civil rights legacy organizations. 900
    CENTER FOR FREEDOM PROSPERITY FOUNDATION
    PO Box 10882
    Alexandria,VA22310     		NO RELATIONSHIP PC To provide public on matters of economic issues, briefs lawmakers and the media on the benefits of limited government, and educates voters on the need for competitive markets. 200
    CHRISTIAN ACTION NETWORK
    PO Box 606
    Forest,VA24551     		NO RELATIONSHIP PC TO PUBLIC RELIGIOUS NEWS TO AMERICA 100
    CITIZENS AGAINST GOV WASTE
    1100 CONNECTICUT AVE NW 650
    WASHINGTON,DC20036     		NO RELATIONSHIP PC TO ELIMINATE WASTE, MISMANAGEMENT, AND INEFFICICENCY IN GOVERNMENT. 450
    DEREK PRINCE MINISTRIES
    PO BOX 19501
    CHARLOTTE,NC28219     		NO RELATIONSHIP PC To develop disciples of Jesus Christ, through the Bible teaching of Derek Prince. 500
    FAIRFIELD GLADE FIRE DEPARTMENT
    PO BOX 1547
    FAIRFIELD GLADE,TN38558     		NO RELATIONSHIP PC TO PROVIDE FUNDING FOR FIRE DEPARTMENT NEEDS 100
    FAR EAST BROADCASTING COMPANY (FEBC)
    PO Box 6020
    Albert Lea,MN56007     		NO RELATIONSHIP PC BIBLE STUDY 2,000
    FOCUS ON THE FAMILY
    8605 EXPLORER DRIVE
    COLORADO SPRINGS,CO80920     		NO RELATIONSHIP PC To equip parents to raise great kids and put Jesus Christ at the center of homes worldwide. 2,500
    FREEFROM ALLIANCE
    22570 Markey Ct STE 240
    Sterling,VA20166     		NO RELATIONSHIP PC To advance the American heritage of freedom by honoring and encouraging military service, defending the sovereignty of the United States and promoting a strong national defense. 500
    FREEDOM CENTER FOUNDATION
    3601 JEAN ST
    FAIRFAX,VA22030     		NO RELATIONSHIP PC MAKE IMPACTFUL PHILANTHROPY EASIER FOR ALL 100
    FREEDOM WATCH
    2020 PENNSYLVANIA AVE NW STE 345
    WASHINGTON,DC20006     		NO RELATIONSHIP PC TO CONDUCT PUBLIC POLICY RESEARCH AND EDUCATION 2,300
    GSI FOUNDATION INC
    1455 19TH ST
    Santa Monica,CA90404     		NO RELATIONSHIP PC to financially support schools in the greater Los Angeles area by funding their music education programs. 1,100
    HELPING UP MISSION
    1029 EAST BALTIMORE STREET
    BALTIMORE,MD21202     		NO RELATIONSHIP PC TO ASSISTS FAMILIES IN NEED ON A ONE-ON-ONE BASIS WITH FOOD, CLOTHING, FURNITURE, AND SHELTER. 4,200
    HOME FOR OUR TROOPERS
    6 Main St
    Taunton,MA02780     		NO RELATIONSHIP PC To build and donate specially adapted custom homes nationwide for severely injured post-9/11 Veterans, to enable them to rebuild their lives. 1,000
    JESUS ONLINE MINISTRIES
    PO BOX 1643
    HIGLEY,AZ85236     		NO RELATIONSHIP PC Use Internet technologies to help people throughout the world discover who Jesus is, trust Him as Lord and Savior, follow Him wholeheartedly and share Him with others 265
    LEADERSHIP INSTITUTE
    1101 N HIGHLAND ST
    ARLINGTON,VA22201     		NO RELATIONSHIP PC To increase the number and effectiveness of conservative activists and leaders in the public policy process. 500
    MARINE TOYS FOR TOTS
    3500 West Northern Parkway
    Baltimore,MD21215     		NO RELATIONSHIP PC To collect new, unwrapped toys and to distribute those toys as Christmas gifts to less fortunate children in the community in which the campaign is conducted. 1,000
    MARYLAND FOODBANK
    2200 Halethorpe Farms Rd
    Baltimore,MD21227     		NO RELATIONSHIP PC To feeding people and strengthening communities of Maryland. 500
    MEDIA RESEARCH CENTER
    1900 CAMPUT COMMONS DRIVE
    RESTON,VA20191     		NO RELATIONSHIP PC CREATE A MEDIA CULTURE IN AMERICA WHERE TRUTH AND LIBERTY FLOURISH 2,000
    MERCY SHIPS
    PO Box 1930
    Garden Valley,TX75771     		NO RELATIONSHIP PC TO BRINGING HOPE AND HEALING TO THE WORLD'S FORGOTTEN POOR AND TP PROVIDE MORE FREE SURGERIES INCLUDING REPAIR WINSHWEPT LEGS, HEALTH CLEFT, REMOVE TUMORS, RESTORE SIGHT, AND MUCH MORE. 1,000
    MT STATES LEGAL FOUNDATION
    2596 S Lewis Way
    Lakewood,CO80227     		NO RELATIONSHIP PC TO DEFEND AND PROTECT THE CONSTITUTION RIGHTS. 1,200
    MY FAITH VOTES
    2001 WEST PLANO PKWY
    PLANO,TX75075     		NO RELATIONSHIP PC To motivate, equip and activate Christians in America to vote in every election, transforming our communities and influencing our nation with biblical truth. 300
    NATIONAL CENTER FOR PUBLIC POLICY RESEARCH (NCPPR)
    20 F Street NW Suite 700
    F Street NW Suite,DC20001     		NO RELATIONSHIP PC TO VOICE AND DELIVERY THE PUBLIC THE FREE MARKET SOLUTIONS AND PUBLIC POLICY PROBLEMS. 200
    NATIONAL DAY OF PRAYER TASK FORCE
    PO Box 64225
    Colorado Springs,CO80962     		NO RELATIONSHIP PC To mobilize unified public prayer for America 2,500
    PIHF
    835 W WARNER RD 101-476
    GILBERT,AZ85233     		NO RELATIONSHIP PC To give the community a diverse cultural experience that will help people be more equipped to understand the similarities and differences within humankind. 200
    PRAGER U
    15021 Ventura Blvd 552
    Sherman Oaks,CA91403     		NO RELATIONSHIP PC TO PROVIDE A COMUNITIES FOR THE PEOPLE TO CONNECT, LEARN, AND SHARE THEIR VALUE CREATIONS. 200
    PROJECT VERITAS
    1214 W BOSTON POST ROAD
    MAMARONECK,NY10543     		NO RELATIONSHIP PC TO TRAIN, CONDUCT RESEARCH IN AREAS OF PUBLICLY-FUNDED HEALTH CARE FRAUD, THE FUND RAISING ACTIVITIES OF A PUBLICLY-FUNDED MEDIA ORGANIZATION AND VAIOUS OTHER MISSION RELATED TOPICS AND THEN INFORMED TO PUBLIC. 300
    AMERICAN VETERANS CENTER
    1100 N Glebe Road
    Suite 910
    Arlington,VA22201     		NO RELATIONSHIP PC To guard the legacy and honor the sacrifice' of American veterans. 864
    RVR GENERAL FUND
    11350 McCormick Road Ste 900
    Hunt Valley,MD21031     		NO RELATIONSHIP PC TO PROVIDE ENVIRONMENT WHERE GUESTS AND STAFF MAY GROW TOWARDS THEIR GOD GIVEN POTENTIAL. 500
    SECOND AMENDMENT FOUNDATION
    12500 NE 10th PL
    Bellevue,WA98005     		NO RELATIONSHIP PC To promoting a better understanding about our Constitutional heritage to privately own and possess firearms. 100
    TUNNEL TO TOWERS FOUNDATION
    2361 Hylan Blvd
    Staten Island,NY10306     		NO RELATIONSHIP PC TO PROVIDE HELP TO FALLEND FIRST RESPONDER FAMILIES. 50
    TURNING POINT
    PO Box 875
    Marion,OH43301     		NO RELATIONSHIP PC TO PROVIDE SAFETY, SHELTER, FOODS CONFORT, AND WAMTH TO THE PEOPLE. 300
    UNITED WAY WORLDWIDE
    701 N Fairfax Street
    Alexandria,VA22314     		NO RELATIONSHIP PC To build stronger, more resilient and more equitable communities where everyone can thrive. 350
    USJF
    30011 IVY GLEEN DRIVE
    LAGUNA NIGUEL,CA92677     		NO RELATIONSHIP PC INSTRUCT, INFORM AND EDUCATE THE PUBLIC ON AND LITIAGE ISSUES CONFRONTING AMERICA. 1,500
    WORLDWIDE MINISTRIES
    P O Box 5617
    Fresno,CA93755     		NO RELATIONSHIP   To serve faithfully through the Holy Spirit to all who seek and endeavor to serve the Lord God Almighty in the name of our Lord Jesus Christ and for His Kingdom 200
    Total .................................bullet 3a 90,739
    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 ...........     		    14 5  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 42,596  
    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) ..   67,319  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    67,319
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 5,821 5,821    

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

    TY 2021 DepreciationSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY 62,771 273,609
    AMERITRADE 303,071 123,553

    TY 2021 OtherDecreasesSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Description Amount
    NON DEDUCTIBLE FEDERAL TAX PAYMENT 240
    TIMING ADJUSTMENT 6,022


    TY 2021 OtherExpensesSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    POSTAGE 46      


    TY 2021 TaxesSchedule
    Name:
    LEOFFLER TRUST
     
    c/o GLORIA & WILLIAM FINAGIN
    EIN:
    59-6808046
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID