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 06-01-2021 , and ending 05-31-2022
Name of foundation
BYRD FIELDER LIVENGOOD
CHARITABLE TRUST
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1620
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741011620
A Employer identification number

20-1409711
B Telephone number (see instructions)

(918) 588-6486
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$7,104,403J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 50 50  
4 Dividends and interest from securities... 122,342 122,342  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 396,828
b Gross sales price for all assets on line 6a 992,468
7 Capital gain net income (from Part IV, line 2)... 396,828
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 15,036 15,036  
12 Total. Add lines 1 through 11........ 534,256 534,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 72,174 54,131   18,043
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 2,675     2,675
c Other professional fees (attach schedule).... Click to see attachment 1,197 1,197    
17 Interest............... 918 918    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,800 1,800    
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 1,996 1,996    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,760 60,042   20,718
25 Contributions, gifts, grants paid....... 335,000 335,000
26 Total expenses and disbursements. Add lines 24 and 25 415,760 60,042   355,718
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 118,496
b Net investment income (if negative, enter -0-) 474,214
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......... 210,043 117,900 117,900
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)....... 3,205,125 Click to see attachment3,210,554 4,374,281
c Investments—corporate bonds (attach schedule)....... 1,999,667 Click to see attachment1,961,268 1,861,774
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 423,351 Click to see attachment712,856 750,444
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4 Click to see attachment4 Click to see attachment4
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,838,190 6,002,582 7,104,403
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,838,190 6,002,582
29 Total net assets or fund balances (see instructions)..... 5,838,190 6,002,582
30 Total liabilities and net assets/fund balances (see instructions). 5,838,190 6,002,582
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
5,838,190
2
Enter amount from Part I, line 27a .....................
2
118,496
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
65,311
4
Add lines 1, 2, and 3 ..........................
4
6,021,997
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,415
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,002,582
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 AES CORP P    
b CADENCE DESIGN SYS INC P 2020-10-09 2021-07-06
c EDISON INTERNATIONAL P 2020-10-09 2021-06-01
d HANESBRANDS INC P 2020-10-09 2022-01-04
e NOVAVAX INC P 2021-08-02 2021-10-05
SAMSARA INC P   2022-03-16
VERISIGN INC P 2020-10-09 2021-10-05
JAZZ PHARMACEUTICALS PLC P 2020-10-09 2022-01-04
AT&T INC P    
CADENCE DESIGN SYS INC P 2020-10-09 2022-03-01
EMERSON ELECTRIC CO P   2021-06-01
HANESBRANDS INC P   2022-01-04
O'REILLY AUTOMOTIVE INC P 2020-10-09 2022-03-01
SNAP INC P 2020-03-26 2022-02-03
VERISIGN INC P    
JAZZ PHARMACEUTICALS PLC P 2021-09-01 2022-01-04
ACTIVISION BLIZZARD INC P    
CHEGG INC P   2021-11-04
EMERSON ELECTRIC CO P 2020-10-09 2022-03-01
IDACORP INC COM P 2021-06-01 2021-10-05
OKTA INC P    
SNAP INC P 2021-12-10 2022-02-03
VERIZON COMMUNICATIONS P    
MEDTRONIC PLC P 2020-10-09 2022-04-07
ALPHABET INC P 2022-01-04 2022-05-05
CHEGG INC P   2021-11-04
EVERBRIDGE INC P   2021-12-10
IDACORP INC COM P 2020-10-09 2022-01-04
PALO ALTO NETWORKS P    
STEEL DYNAMICS INC P   2022-03-01
VIMEO INC P    
APTIV PLC P   2022-03-02
AMGEN INC P    
CITIGROUP INC P    
EVERBRIDGE INC P   2021-12-10
INFINEON TECH P 2019-09-24 2022-02-17
PFIZER INC P 2020-10-09 2021-06-01
SYLVAMO CORP P    
WALGREENS BOOTS ALLIANCE INC P 2021-01-11 2022-05-05
PENTAIR PLC P   2022-05-05
ANAPLAN INC P   2021-11-24
CITIGROUP INC P    
EVERGY INC P 2022-04-07 2022-05-05
INTERNATIONAL PAPER CO P 2021-07-06  
PFIZER INC P 2020-10-09  
SYNCHRONY FINANCIAL P    
WARNER BROS DISCOVERY INC P    
STEVANATO GROUP P    
ANAPLAN INC P   2022-05-13
COCA COLA P 2020-10-09 2022-02-01
EXACT SCIENCES CORP P   2021-11-15
INTUIT P   2021-08-05
PROCTER & GAMBLE CO P 2020-10-09 2022-02-01
TELEDOC HEALTH P   2021-11-17
WARNER BROS DISCOVER INC P 2022-02-01 2022-05-05
HPS LP K-1 P    
BK OF NEW YORK MELLON CORP P    
CORNING INC P   2021-09-08
EXPEDIA GROUP INC P    
IQVIA HOLDINGS INC P   2022-02-17
PUBLIC STORAGE INC P 2020-10-09 2022-02-01
TELEDOC HEALTH P 2021-05-21 2021-11-17
WASTE MGMT INC P 2020-10-09 2021-07-06
HPS LP K-1 P    
BK OF NEW YORK MELLON CORP P 2021-10-05 2022-02-01
CORTEVA INC P   2021-06-01
EXXON MOBIL CORP P 2021-06-01 2021-10-05
JP MORGAN CHASE & CO P   2021-08-02
QORVO INC P    
3 M CO P 2020-10-09  
WASTE MGMT INC P 2020-10-09 2021-11-01
BOEING CO P   2021-10-05
CORTEVA INC P    
EXXON MOBIL CORP P    
JP MORGAN CHASE & CO P    
QORVO INC P    
TWILIO INC P 2021-01-11 2021-07-06
WELLS FARGO & CO P   2021-06-01
BRIGHTHOUSE FINANCIAL INC P    
DANAHER CORP P    
FORD MTR CO DEL COM P 2021-11-01  
JOHN HANCOCK DISC VAL P 2015-12-08 2021-06-21
RINGCENTRAL INC P   2021-12-10
TWILIO INC P    
WELLS FARGO & CO P    
BRIGHTHOUSE FINANCIAL INC P   2021-09-01
DOCUSIGN INC P   2022-01-06
FORD MTR CO DEL COM P 2021-11-01 2022-05-05
JOHNSON & JOHNSON P    
ROBLOX CORP P 2021-11-17 2022-01-27
UNION PACIFIC P 2020-10-09 2022-05-05
YUM BRANDS INC P 2020-10-09 2021-08-02
CSX CORP P 2020-10-09 2022-02-01
DODGE & COX STK FD P 2002-11-25 2021-06-21
FORTIVE CORP P    
LIBERTY BROADBAND CORP P    
T ROWE NEW HORIZONS P   2021-06-21
VANGUARD SHORT TERM BOND P   2021-06-21
ZENDESK INC P   2021-11-15
CABLE ONE P 2021-05-04 2022-04-07
DOLLAR GENERAL CORP P 2020-10-09 2022-04-07
HALLIBURTON CO P 2020-10-09 2021-06-01
MFL VAL P 2016-08-02 2021-06-21
S&P GLOBAL P 2020-10-09 2022-02-01
VANGUARD M/C GRWOTH INDX P 2015-03-02 2021-06-21
ZOOMINFO TECHNOLOGIES INC P    
COTERRA ENERGY INC P   2021-07-06
DRAFTKINGS INC P    
HALLIBURTON CO P   2020-02-01
MODERNA INC P 2022-02-01 2022-04-07
STANDARD & POORS DEP P 2020-01-08 2021-06-21
VANGUARD M/C INDX P 2006-04-26 2021-06-21
ZSCALER INC P   2021-08-02
(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 3,183   2,437 746
b 413   335 78
c 609   619 -10
d 2,055   1,999 56
e 705   737 -32
2,618   4,094 -1,476
823   829 -6
1,683   1,999 -316
382   401 -19
1,064   781 283
387   306 81
122   110 12
656   449 207
2,079   1,011 1,068
1,319   1,243 76
518   527 -9
5,267   5,956 -689
2,044   4,347 -2,303
90   71 19
662   604 58
3,372   3,042 330
421   902 -481
1,967   2,135 -168
112   108 4
2,338   2,882 -544
687   1,988 -1,301
2,773   5,890 -3,117
2,480   1,910 570
3,606   1,521 2,085
3,261   2,716 545
3,748   5,475 -1,727
3,534   4,188 -654
452   476 -24
785   555 230
693   1,644 -951
2,393   1,220 1,173
77   70 7
336   427 -91
44   48 -4
2,299   3,137 -838
4,057   4,391 -334
1,343   1,171 172
205   210 -5
1,987   2,501 -514
163   105 58
1,960   2,000 -40
702   1,033 -331
4,013   6,493 -2,480
3,707   3,655 52
181   152 29
1,078   1,004 74
1,607   750 857
158   143 15
3,918   3,882 36
5   6 -1
9     9
3,810   2,364 1,446
4,215   4,899 -684
8,272   5,337 2,935
2,545   1,135 1,410
354   232 122
946   1,008 -62
142   115 27
2,483     2,483
59   54 5
2,820   2,069 751
62   60 2
616   639 -23
2,111   2,638 -527
2,157   1,863 294
317   230 87
2,473   2,003 470
106   65 41
227   129 98
7,009   4,302 2,707
1,500   2,644 -1,144
1,356   1,423 -67
1,750   1,238 512
4,173   3,215 958
5,166   2,339 2,827
65   52 13
138,750   103,450 35,300
3,178   4,846 -1,668
2,101   4,361 -2,260
317   167 150
7,121   4,214 2,907
2,841   1,059 1,782
14   17 -3
1,440   1,224 216
2,519   4,878 -2,359
231   205 26
133   95 38
895   696 199
11,911   4,567 7,344
8,432   8,963 -531
6,709   5,705 1,004
84,370   49,420 34,950
96,840   92,187 4,653
4,249   2,438 1,811
1,482   1,787 -305
719   661 58
209   113 96
17,766   12,412 5,354
413   357 56
124,200   57,938 66,262
9,337   11,008 -1,671
3,064   3,310 -246
5,185   7,108 -1,923
2,189   881 1,308
469   526 -57
62,997   48,753 14,244
80,213   23,988 56,225
2,082   1,568 514
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       746
b       78
c       -10
d       56
e       -32
      -1,476
      -6
      -316
      -19
      283
      81
      12
      207
      1,068
      76
      -9
      -689
      -2,303
      19
      58
      330
      -481
      -168
      4
      -544
      -1,301
      -3,117
      570
      2,085
      545
      -1,727
      -654
      -24
      230
      -951
      1,173
      7
      -91
      -4
      -838
      -334
      172
      -5
      -514
      58
      -40
      -331
      -2,480
      52
      29
      74
      857
      15
      36
      -1
      9
      1,446
      -684
      2,935
      1,410
      122
      -62
      27
      2,483
      5
      751
      2
      -23
      -527
      294
      87
      470
      41
      98
      2,707
      -1,144
      -67
      512
      958
      2,827
      13
      35,300
      -1,668
      -2,260
      150
      2,907
      1,782
      -3
      216
      -2,359
      26
      38
      199
      7,344
      -531
      1,004
      34,950
      4,653
      1,811
      -305
      58
      96
      5,354
      56
      66,262
      -1,671
      -246
      -1,923
      1,308
      -57
      14,244
      56,225
      514
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 2 396,828
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 -8,265
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 6,592
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 6,592
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,800
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,208
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,208 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)
    bulletTX
    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 addressbulletNO WEB SITE
    14
    The books are in care ofbulletBANK OF TEXAS NA, BOKF NA Telephone no.bullet (918) 588-6486

    Located atbulletPO BOX 1088SHERMANTX ZIP+4bullet750911088
    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
     
     
    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
    CH GILLESPIE III TRUSTEE
    000.00     		0 0 0
    200 N TRAVIS 304
    SHERMAN,TX75090
    JIMMY HARRELL TRUSTEE
    000.00     		0 0 0
    PO BOX 1088
    SHERMAN,TX75091
    BANK OF TEXAS NA
    BOKF NA     		CORP TRUSTEE
    000.00     		72,174 0 0
    PO BOX 1088
    SHERMAN,TX750911088
    RAY THOMAS TRUSTEE
    000.00     		0 0 0
    PO BOX 1088
    SHERMAN,TX75091
    DOROTHY MCKEE TRUSTEE
    000.00     		0 0 0
    PO BOX 1088
    SHERMAN,TX750911088
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDING ASSISTANCE TO AND SUPPORTING THE CARE OF ELDERLY PERSONS RESIDING IN THE SHERMAN, TEXAS AREA. PRINCIPAL ACTIVITY WILL BE MAKING GRANTS TO WORTHY ELDERLY PERSONS FOR THEIR MEDICAL CARE, SHELTER AND OTHER CHARITABLE NEEDS AND TO 501(C)(3) ORGANIZATIONS THAT ARE PUBLIC CHARITIES WHICH PROVIDE MEDICAL CARE, SHELTER OR OTHER CHARITABLE ASSISTANCE TO ELDERLY PERSONS IN THE SHERMAN, TEXAS AREA. 335,000
    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 N/A  
    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
    6,895,456
    b
    Average of monthly cash balances.......................
    1b
    338,412
    c
    Fair market value of all other assets (see instructions)................
    1c
    690,770
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,924,638
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    7,924,638
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    118,870
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,805,768
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    390,288
    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
    390,288
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,592
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,592
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    383,696
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    383,696
    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
    383,696
    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 7 383,696
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 334,153
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 355,718
    a Applied to 2020, but not more than line 2a 334,153
    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..... 21,565
    e Remaining amount distributed out of corpus  
    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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		362,131
    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 ......     		 
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DEBRA ROUND
    PO BOX 1088
    SHERMAN,TX75091
    (903) 813-5107
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM OR FORMAT.
    cAny submission deadlines:
    NO SUBMISSION DEADLINE.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY FOR THE MEDICAL CARE, SHELTER, ASSISTANCE AND SUPPORT OF ELDERLY PERSONS LIVING IN THE SHERMAN, TEXAS AREA.
    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
    GRAND CNTL STATION CHARIT
    PO BOX 3173
    SHERMAN,TX75091     		NONE PC FOOD DISTRIBUTION PROGRAM 85,000
    HOME HOSPICE OF GRAYSON COUNTY
    505 WEST CENTER STREET
    SHERMAN,TX75090     		NONE PC CHARITY HOSPICE CARE 112,500
    TRI-COUNTY SR NUTRITION PROJECT
    PO BOX 832065
    RICHARDSON,TX75083     		NONE PC RAMPS FOR ELDERLY & DISABLED 112,500
    SHARE MINISTRIES
    PO BOX 3725
    SHERMAN,TX75091     		NONE PC FEEDING THE HOMELESS GRAYSON COUNTY 25,000
    Total .................................bullet 3a 335,000
    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 50  
    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 ............     		    26 396,828  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aPUBLIC STORAGE INC     		    14 58  
    bHPS LP K-1 PORTFOLIO INCOME     25 14,978  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   534,256  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    534,256
    (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:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 2,675     2,675

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODGE & COX INC 619,385 587,860
    FEDERATED HI YLD BD INST 119,773 110,255
    PIMCO INTL USD HEDGED 243,362 238,283
    PIMCO INC 624,680 577,563
    VANGUARD S/T BD INDX 354,068 347,813

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACTIVISION BLIZZARD INC    
    AES CORP 5,293 5,554
    AIRBNB INC 6,682 5,439
    ALNYLAM PHARMACEUTICALS INC 4,056 3,019
    ALPHABET INC 5,764 4,562
    AMERCO 2,171 1,470
    AMERICAN EUROPACIFIC GRWTH 332,218 354,304
    AMGEN INC 10,875 11,810
    AMPHENOL CORP-CL A 4,434 7,511
    ANAPLAN INC    
    APPLE INC COM 3,712 4,019
    APPLIED MATERIALS INC 5,457 5,161
    ARISTA NETWORKS INC 5,496 4,398
    ARTISAN INTL 182,819 206,410
    AT&T 3,332 3,279
    BERKSHIRE HATHAWAY INC 3,750 5,372
    BK OF NEW YORK MELLON CORP    
    BOEING CO    
    BRIGHHOUSE FINANCIAL INC    
    CABLE ONE INC 4,442 3,909
    CABOT OIL & GAS    
    CADENCE DESIGN SYS INC 4,835 6,610
    CHEGG INC    
    CHEVRON CORP 2,069 4,367
    CITIGROUP 1,961 2,297
    COCA COLA CO 5,984 7,415
    CONAGRA BRANDS INC 638 592
    CORNING INC 6,754 6,197
    CORTEVA INC 2,803 5,323
    CSX CORP 3,199 3,847
    DANAHER CORP 1,783 4,749
    DFA INTL VALUE 258,503 259,574
    DOCUSIGN INC    
    DODGE & COX STOCK FUND 154,059 343,371
    DOLLAR GENERAL CORP 2,589 2,644
    DRAFTKINGS INC    
    EDISON INTERNATIONAL    
    EDWARDS LIFESCIENCES CORP 5,992 5,143
    EMERSON ELECTRIC CO 5,291 6,561
    EVERBRIDGE INC    
    EVEREST RE GROUP LTD 2,099 2,825
    EVERGY INC 3,567 3,637
    EXACT SCIENCES CORP 5,113 2,839
    EXPEDIA GROUP INC    
    EXXON MOBIL CORP 10,290 17,376
    FIDELITY CONTRAFUND INC 184,713 360,473
    FIDELITY INTL INDX 125,075 109,475
    FORD MOTOR CO 4,308 4,131
    FORTIVE CORP    
    HALLIBURTON CO    
    HANESBRANDS INC    
    IDACORP INC    
    INARI MEDICAL INC 7,180 5,593
    INFINEON TECH 2,798 4,960
    INSPIRE MEDICAL SYSTEMS INC 5,437 4,244
    INTERNATIONAL PAPER CO 6,219 5,475
    INTUIT INC 3,587 6,217
    INVESCO DEV MKT 187,898 205,687
    INVESCO QQQ TRUST 92,274 184,968
    IQVIA HOLDINGS INC 4,768 8,825
    JAZZ PHARMACEUTICALS    
    JOHN HANCOCK DISC VAL 195,674 262,272
    JOHNSON & JOHNSON 7,445 8,797
    JPMORGAN CHASE & CO 5,656 7,008
    KEURIG DR PEPPER INC 3,926 3,891
    KEYSIGHT TECHNOLOGIES 2,719 5,678
    KINDER MORGAN INC/DELAWARE 2,005 2,264
    LIBERTY BROADBAND CORP    
    LULULEMON ATHLETICA INC 1,850 4,976
    MFS VAL 208,784 301,610
    MEDTRONIC PLC 4,406 3,906
    MICRON TECHNOLOGY INC 3,169 2,954
    MODERNA INC 1,047 872
    MONSTER BEVERAGE CORP 5,666 8,912
    NEUBERGER BERMAN GENESIS 192,095 181,305
    NXP SEMICONDUCTOR NV 4,409 8,349
    OKTA INC 2,725 1,080
    O'REILLY AUTOMOTIVE INC 6,110 7,009
    PALO ALTO NETWORKS 4,078 10,056
    PFIZER INC 8,963 12,464
    PROCTER & GAMBLE CO 9,290 9,612
    PROGYNY INC 3,565 3,066
    PUBLIC STORAGE INC 7,168 9,919
    PURE STORAGE INC 7,595 8,448
    QORVO INC    
    QUALTRICS INTERNATIONAL INC 4,581 2,442
    QUEST DIAGNOSTICS 2,135 2,538
    RINGCENTRAL INC    
    T ROWE NEW HORIZON 51,549 55,184
    S&P GLOBAL INC 8,569 8,388
    SCHWAB (CHARLES) CORP 1,244 1,262
    SNAP INC    
    SPDR S&P 500 ETF TRUST 501,279 679,270
    SS&C TECHNOLOGIES HOLDINGS 3,903 3,519
    SYNCHRONY FINANCIAL 6,636 5,149
    3M CO    
    TELEDOC HEALTH    
    TENABLE HOLDINGS INC 5,410 5,684
    TEXAS INSTRUMENTS INC 5,686 6,363
    TEXTRON INC 3,893 3,526
    TWILIO INC    
    UBER TECHNOLOGIES INC 8,732 5,034
    UNION PACIFIC CORP 1,473 1,538
    UNITEDHEALTH GROUP INC 5,951 8,942
    UNITED RENTALS 2,426 2,087
    VANGUARD MID-CAP INDEX FUND 90,615 281,667
    VANGUARD M/C GRWTH INDX 112,445 199,539
    VERISIGN INC 2,041 1,746
    VERIZON COMMUNICATIONS INC    
    WALGREENS BOOTS ALLIANCE INC 4,131 4,821
    WASTE MANAGEMENT INC 2,400 3,170
    WELLS FARGO & COMPANY 4,702 8,284
    YUM BRANDS INC 3,230 4,130
    ZENDESK    
    ZOOMINFO TECHNOLOGIES INC 6,891 3,918
    ZSCALER    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CALAMOS MKT NEUTRAL   122,019 123,863
    HEADLANDS CAPITAL SECONDARY   198,639 198,639
    HPS SPECIAL SITUATIONS OPP   158,869 158,869
    NATIXIS GATEWAY-Y   134,378 157,463
    VANGUARD REIT INDX   98,951 111,610

    TY 2021 OtherAssetsSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OIL & GAS PROPERTIES 4 4 4


    TY 2021 OtherDecreasesSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Description Amount
    ESTIMATED TAX PAYMENTS 4,800
    ACCRUED INCOME 4,321
    BOOK TO TAX TIMING DIFFERENCE 10,294


    TY 2021 OtherExpensesSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MINERAL INTEREST FEES 365 365    
    HPS LP K-1 MGMT FEES 1,631 1,631    


    TY 2021 OtherIncomeSchedule2
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PUBLIC STORAGE INC 58 58  
    HPS LP K-1 PORTFOLIO INCOME 14,978 14,978  


    TY 2021 OtherIncreasesSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Description Amount
    NON-CASH ACTIVITY 65,311


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    HPS LP K-1 PROF FEES 1,197 1,197    


    TY 2021 TaxesSchedule
    Name:
    BYRD FIELDER LIVENGOOD
     
    CHARITABLE TRUST
    EIN:
    20-1409711
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON DIVIDEND INCOME 1,800 1,800