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
THE ROBERTA L ANGELL TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1532
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

36-6655065
B Telephone number (see instructions)

C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,915,217J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 24,670 24,670  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 416,454
b Gross sales price for all assets on line 6a 3,836,166
7 Capital gain net income (from Part IV, line 2)... 416,454
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 441,124 441,124  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 20,610 8,244   12,366
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,250 0 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,583     0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 15     15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 23,458 8,244 0 13,631
25 Contributions, gifts, grants paid....... 155,793 155,793
26 Total expenses and disbursements. Add lines 24 and 25 179,251 8,244 0 169,424
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 261,873
b Net investment income (if negative, enter -0-) 432,880
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 14,495 311 311
2 Savings and temporary cash investments.........   182,855 182,855
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,726,266 Click to see attachment1,057,306 964,353
c Investments—corporate bonds (attach schedule).......   Click to see attachment837,921 777,535
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment1,107,948 990,163
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) 2,740,761 3,186,341 2,915,217
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........ 2,740,761 3,186,341
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,740,761 3,186,341
30 Total liabilities and net assets/fund balances (see instructions). 2,740,761 3,186,341
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
2,740,761
2
Enter amount from Part I, line 27a .....................
2
261,873
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
183,707
4
Add lines 1, 2, and 3 ..........................
4
3,186,341
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,186,341
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 69. ISHARES CORE U.S. AGGREGATE BOND ETF   2021-05-28 2022-01-18
b 27. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-05-29 2022-01-18
c 68. ISHARES CORE U.S. AGGREGATE BOND ETF   2020-11-30 2022-01-18
d 413. ISHARES CORE U.S. AGGREGATE BOND ETF   2019-01-31 2022-01-18
e 319. ISHARES CORE S&P MID-CAP ETF   2014-01-09 2022-01-18
7. ISHARES CORE S&P MID-CAP ETF   2020-03-20 2022-01-18
121. ISHARES CORE S&P MID-CAP ETF   2020-03-20 2022-01-18
39. ISHARES CORE S&P MID-CAP ETF   2017-01-31 2022-01-18
174.5 CLEARBRIDGE LARGE CAP GROWTH FUND   2019-05-01 2022-01-18
184.5 CLEARBRIDGE LARGE CAP GROWTH FUND   2020-03-23 2022-01-18
1062. CLEARBRIDGE LARGE CAP GROWTH FUND   2019-01-31 2022-01-18
410. PIMCO FOREIGN FD 103   2021-06-01 2022-01-18
2228. PIMCO FOREIGN FD 103   2019-01-31 2022-01-18
412. PIMCO FOREIGN FD 103   2020-08-31 2022-01-18
2516. PRINCIPAL MIDCAP FUND   2017-02-02 2022-01-18
683. PRINCIPAL MIDCAP FUND   2020-03-23 2022-01-18
5152. PGIM HIGH YIELD   2020-07-01 2022-01-18
597. PGIM HIGH YIELD   2021-02-01 2022-01-18
485.07 T ROWE PRICE BLUE CHIP GROWTH FUND INC   2019-05-01 2022-01-18
106.93 T ROWE PRICE BLUE CHIP GROWTH FUND INC   2020-03-23 2022-01-18
486. SPDR BLOOMBERG BARCLAYS   2020-03-20 2022-01-18
110. SPDR BLOOMBERG BARCLAYS   2020-05-29 2022-01-18
98. SPDR BLOOMBERG BARCLAYS   2020-08-31 2022-01-18
783. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2022-01-18
37. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2022-01-18
140. VANGUARD FTSE DEVELOPED MARKETS ETF   2021-11-30 2022-01-18
1192. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-05-31 2022-01-18
2341. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-01-31 2022-01-18
881. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-08-31 2022-01-18
903. VANGUARD INTL EQTY INDX   2021-01-29 2022-01-18
134. VANGUARD INTL EQTY INDX   2021-11-30 2022-01-18
601. VANGUARD S&P 500 ETF   2016-01-08 2022-01-18
38. ABBOTT LABORATORIES   2022-01-18 2022-01-24
7. BLACKROCK INC   2022-01-18 2022-01-24
60. CARRIER GLOBAL CORP REG   2022-01-18 2022-01-24
6. COSTCO WHSL CORP NEW   2022-01-18 2022-01-24
13. WALT DISNEY CO/THE   2022-01-18 2022-01-24
11. HOME DEPOT INC/THE   2022-01-18 2022-01-24
141. MARVELL TECH INC   2022-01-18 2022-01-24
44. MICROSOFT CORP COM   2022-01-18 2022-01-24
16. PROLOGIS INC   2022-01-18 2022-01-24
3. BLACKROCK INC   2022-01-18 2022-01-25
31. CARRIER GLOBAL CORP REG   2022-01-18 2022-01-25
10. MARVELL TECH INC   2022-01-18 2022-01-25
13. PROLOGIS INC   2022-01-18 2022-01-25
19. CARRIER GLOBAL CORP REG   2022-01-18 2022-01-26
21. CARRIER GLOBAL CORP REG   2022-01-18 2022-01-27
41. CARRIER GLOBAL CORP REG   2022-01-18 2022-01-28
26000. FHLMC SD 8190 03%2052   2022-01-27 2022-02-18
12000. FNMA PMA4536 02%2037   2022-01-28 2022-02-18
8. APPLE INC   2022-01-18 2022-02-24
87. MICROCHIP TECHNOLOGY INC   2022-01-18 2022-02-24
43. GARMIN LTD   2022-01-18 2022-02-24
359.03 FHLMC SB 8133 02 50%2036   2022-02-25 2022-02-25
618.95 FHLMC SD 8190 03%2052   2022-02-25 2022-02-25
213.44 FNMA PMA4536 02%2037   2022-02-25 2022-02-25
58. MICROCHIP TECHNOLOGY INC   2022-01-18 2022-02-25
18. GARMIN LTD   2022-01-18 2022-02-25
36. MICROCHIP TECHNOLOGY INC   2022-01-18 2022-02-28
13. GARMIN LTD   2022-01-18 2022-02-28
28. MICROCHIP TECHNOLOGY INC   2022-01-18 2022-03-01
4. GARMIN LTD   2022-01-18 2022-03-01
39. MICROCHIP TECHNOLOGY INC   2022-01-18 2022-03-02
301.72 FHLMC SB 8133 02 50%2036   2022-03-25 2022-03-25
496.98 FHLMC SD 8190 03%2052   2022-03-25 2022-03-25
97.92 FNMA PCB2548 02 50%2052   2022-03-25 2022-03-25
183.8 FNMA PMA4536 02%2037   2022-03-25 2022-03-25
100. CITIGROUP INC   2022-01-18 2022-03-30
18. CONOCOPHILLIPS   2022-01-18 2022-03-30
25. HOME DEPOT INC/THE   2022-01-18 2022-03-30
10. L3HARRIS TECHNOLOGIES INC   2022-01-18 2022-03-30
32. MARVELL TECH INC   2022-01-18 2022-03-30
78. CITIGROUP INC   2022-01-18 2022-03-31
36. CONOCOPHILLIPS   2022-01-18 2022-03-31
9. HOME DEPOT INC/THE   2022-01-18 2022-03-31
2. L3HARRIS TECHNOLOGIES INC   2022-01-18 2022-03-31
23. MARVELL TECH INC   2022-01-18 2022-03-31
120. CITIGROUP INC   2022-01-18 2022-04-01
21. CONOCOPHILLIPS   2022-01-18 2022-04-01
27. MARVELL TECH INC   2022-01-18 2022-04-01
100. CITIGROUP INC   2022-01-18 2022-04-04
27. CONOCOPHILLIPS   2022-01-18 2022-04-04
14. CONOCOPHILLIPS   2022-01-18 2022-04-05
22. CONOCOPHILLIPS   2022-01-18 2022-04-06
637.61 FHLMC SB 8133 02 50%2036   2022-04-25 2022-04-25
670.15 FHLMC SD 8190 03%2052   2022-04-25 2022-04-25
194.52 FNMA PCB2548 02 50%2052   2022-04-25 2022-04-25
186.29 FNMA PMA4536 02%2037   2022-04-25 2022-04-25
113. CARRIER GLOBAL CORP REG   2022-01-18 2022-04-28
31. DANAHER CORP   2022-01-18 2022-04-28
130. WALT DISNEY CO/THE   2022-01-18 2022-04-28
52. NEXTERA ENERGY INC   2022-01-18 2022-04-28
80. TRUIST FINL CORP   2022-01-18 2022-04-28
30. UNION PACIFIC CORP   2022-01-18 2022-04-28
15. ZOETIS INC   2022-01-18 2022-04-28
12000. AT&T INC   2022-01-20 2022-04-29
31. CARRIER GLOBAL CORP REG   2022-01-18 2022-04-29
5. DANAHER CORP   2022-01-18 2022-04-29
31. WALT DISNEY CO/THE   2022-01-18 2022-04-29
29. NEXTERA ENERGY INC   2022-01-18 2022-04-29
39. TRUIST FINL CORP   2022-01-18 2022-04-29
10. UNION PACIFIC CORP   2022-01-18 2022-04-29
6. ZOETIS INC   2022-01-18 2022-04-29
34. CARRIER GLOBAL CORP REG   2022-01-18 2022-05-02
49. NEXTERA ENERGY INC   2022-01-18 2022-05-02
66. TRUIST FINL CORP   2022-01-18 2022-05-02
15. ZOETIS INC   2022-01-18 2022-05-02
27. CARRIER GLOBAL CORP REG   2022-01-18 2022-05-03
71. TRUIST FINL CORP   2022-01-18 2022-05-03
26. CARRIER GLOBAL CORP REG   2022-01-18 2022-05-04
94. TRUIST FINL CORP   2022-01-18 2022-05-04
30. TRUIST FINL CORP   2022-01-24 2022-05-04
15. TRUIST FINL CORP   2022-01-25 2022-05-04
14. TRUIST FINL CORP   2022-01-25 2022-05-05
14. TRUIST FINL CORP   2022-01-26 2022-05-05
27. TRUIST FINL CORP   2022-01-26 2022-05-06
1. AMAZON COM INC   2022-01-18 2022-05-11
24. APPLE INC   2022-01-18 2022-05-11
6. CHEVRONTEXACO CORP   2022-01-18 2022-05-11
16. CISCO SYSTEMS INC   2022-01-18 2022-05-11
9. EQUITY RESIDENTIAL   2022-01-18 2022-05-11
184. ISHARES RUSSELL 2000 VALUE ETF   2022-01-18 2022-05-11
435. ISHARES CORE MSCI INTL DEVELOPED MKTS   2022-01-18 2022-05-11
8. MICROSOFT CORP COM   2022-01-18 2022-05-11
6. WAL MART STORES INC   2022-01-18 2022-05-11
18. BLACKROCK INC   2022-01-18 2022-05-16
12. DANAHER CORP   2022-01-18 2022-05-16
22. EXPEDIA GROUP INC   2022-01-18 2022-05-16
1. BLACKROCK INC   2022-04-01 2022-05-17
1. BLACKROCK INC   2022-04-04 2022-05-17
3. BLACKROCK INC   2022-01-18 2022-05-17
2. BLACKROCK INC   2022-03-30 2022-05-17
4. BLACKROCK INC   2022-03-31 2022-05-17
11. DANAHER CORP   2022-01-18 2022-05-17
27. EXPEDIA GROUP INC   2022-01-18 2022-05-17
3. BLACKROCK INC   2022-04-04 2022-05-18
1. BLACKROCK INC   2022-04-05 2022-05-18
15. EXPEDIA GROUP INC   2022-01-18 2022-05-18
1. BLACKROCK INC   2022-04-05 2022-05-19
3. BLACKROCK INC   2022-04-06 2022-05-19
373. CISCO SYSTEMS INC   2022-01-18 2022-05-19
11. EXPEDIA GROUP INC   2022-01-18 2022-05-19
502.4 FHLMC SB 8133 02 50%2036   2022-05-25 2022-05-25
512.26 FHLMC SD 8190 03%2052   2022-05-25 2022-05-25
178.13 FNMA PCB2548 02 50%2052   2022-05-25 2022-05-25
185.98 FNMA PMA4536 02%2037   2022-05-25 2022-05-25
1. SALE PLUG   2020-01-01 2022-05-31
(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 7,694   7,912 -218
b 3,011   3,174 -163
c 7,583   8,051 -468
d 46,053   44,383 1,670
e 86,753   42,593 44,160
1,904   904 1,000
32,906   15,785 17,121
10,606   6,556 4,050
11,941   9,200 2,741
12,625   7,601 5,024
72,673   50,286 22,387
4,387   4,461 -74
23,840   23,996 -156
4,408   4,495 -87
95,457   58,497 36,960
25,913   13,633 12,280
27,924   26,481 1,443
3,236   3,301 -65
78,199   55,885 22,314
17,238   10,141 7,097
44,432   44,552 -120
10,057   10,072 -15
8,960   8,973 -13
39,531   23,858 15,673
1,868   1,130 738
7,068   6,945 123
60,180   43,645 16,535
118,189   88,660 29,529
44,479   37,059 7,420
45,118   46,726 -1,608
6,695   6,573 122
252,148   106,797 145,351
4,650   4,803 -153
5,411   5,794 -383
2,800   2,985 -185
2,853   2,930 -77
1,705   1,976 -271
3,861   4,027 -166
9,933   10,960 -1,027
12,570   13,310 -740
2,435   2,449 -14
2,328   2,483 -155
1,459   1,542 -83
691   777 -86
1,983   1,989 -6
898   945 -47
985   1,045 -60
1,888   2,040 -152
25,925   26,223 -298
11,802   11,916 -114
1,244   1,361 -117
6,048   6,941 -893
4,707   5,706 -999
359   359  
619   619  
213   213  
4,162   4,628 -466
2,010   2,388 -378
2,531   2,872 -341
1,435   1,725 -290
1,914   2,234 -320
439   531 -92
2,723   3,112 -389
302   302  
497   497  
98   98  
184   184  
5,524   6,528 -1,004
1,821   1,574 247
7,757   9,152 -1,395
2,517   2,282 235
2,365   2,487 -122
4,208   5,092 -884
3,657   3,149 508
2,737   3,295 -558
504   456 48
1,676   1,788 -112
6,287   7,833 -1,546
2,118   1,837 281
1,914   2,099 -185
5,228   6,528 -1,300
2,714   2,362 352
1,392   1,225 167
2,161   1,924 237
638   638  
670   670  
195   195  
186   186  
4,409   5,622 -1,213
7,965   8,943 -978
14,944   19,757 -4,813
3,821   4,219 -398
4,013   5,351 -1,338
7,170   7,149 21
2,710   3,039 -329
9,105   11,034 -1,929
1,204   1,542 -338
1,287   1,442 -155
3,534   4,711 -1,177
2,084   2,353 -269
1,917   2,609 -692
2,361   2,383 -22
1,075   1,216 -141
1,307   1,692 -385
3,424   3,976 -552
3,217   4,415 -1,198
2,615   3,039 -424
1,036   1,343 -307
3,542   4,749 -1,207
985   1,294 -309
4,726   6,287 -1,561
1,508   1,813 -305
754   934 -180
691   871 -180
691   882 -191
1,317   1,700 -383
2,174   3,189 -1,015
3,677   4,083 -406
991   775 216
791   954 -163
669   813 -144
26,235   30,012 -3,777
24,869   29,062 -4,193
2,144   2,420 -276
902   855 47
10,740   14,898 -4,158
2,966   3,462 -496
2,758   3,912 -1,154
609   770 -161
609   781 -172
1,828   2,483 -655
1,219   1,556 -337
2,438   3,107 -669
2,731   3,173 -442
3,341   4,801 -1,460
1,783   2,343 -560
594   773 -179
1,830   2,667 -837
589   773 -184
1,767   2,251 -484
15,576   22,229 -6,653
1,360   1,956 -596
502   502  
512   512  
178   178  
186   186  
2,233,179   2,144,282 88,897
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       -218
b       -163
c       -468
d       1,670
e       44,160
      1,000
      17,121
      4,050
      2,741
      5,024
      22,387
      -74
      -156
      -87
      36,960
      12,280
      1,443
      -65
      22,314
      7,097
      -120
      -15
      -13
      15,673
      738
      123
      16,535
      29,529
      7,420
      -1,608
      122
      145,351
      -153
      -383
      -185
      -77
      -271
      -166
      -1,027
      -740
      -14
      -155
      -83
      -86
      -6
      -47
      -60
      -152
      -298
      -114
      -117
      -893
      -999
       
       
       
      -466
      -378
      -341
      -290
      -320
      -92
      -389
       
       
       
       
      -1,004
      247
      -1,395
      235
      -122
      -884
      508
      -558
      48
      -112
      -1,546
      281
      -185
      -1,300
      352
      167
      237
       
       
       
       
      -1,213
      -978
      -4,813
      -398
      -1,338
      21
      -329
      -1,929
      -338
      -155
      -1,177
      -269
      -692
      -22
      -141
      -385
      -552
      -1,198
      -424
      -307
      -1,207
      -309
      -1,561
      -305
      -180
      -180
      -191
      -383
      -1,015
      -406
      216
      -163
      -144
      -3,777
      -4,193
      -276
      47
      -4,158
      -496
      -1,154
      -161
      -172
      -655
      -337
      -669
      -442
      -1,460
      -560
      -179
      -837
      -184
      -484
      -6,653
      -596
       
       
       
       
      88,897
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 2 416,454
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 6,017
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 6,017
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,416
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,324
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,740
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 83
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 1,640
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 1,640
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)
    bulletIL
    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 ofbulletBANK OF AMERICA Telephone no.bullet (212) 852-3049

    Located atbulletPO BOX 1532PENNINGTONNJ ZIP+4bullet08534
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICA N A TRUSTEE
    1     		20,610    
    PO BOX 1532
    PENNINGTON,NJ08534
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,468,968
    b
    Average of monthly cash balances.......................
    1b
    429,072
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,898,040
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    2,898,040
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    43,471
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,854,569
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    142,728
    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
    142,728
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,017
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,017
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    136,711
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    136,711
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    136,711
    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 7 136,711
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 169,424
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 136,711
    e Remaining amount distributed out of corpus 32,713
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 32,713
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		32,713
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 32,713
    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
    FIRST PRESBYTERIAN CHURCH
    401 SE 15TH AVE
    FORT LAUDERDALE,FL33101     		NONE PC GENERAL OPERATING 155,793
    Total .................................bullet 3a 155,793
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 416,454  
    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) ..   441,124  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    441,124
    (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:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 1,250     1,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Name of Bond End of Year Book Value End of Year Fair Market Value
    0641594A1 BANK OF NOVA SCOTIA 10,713 9,980
    097023CY9 BOEING CO 9,055 7,953
    693475AX3 PNC FINANCIAL SERVIC 13,374 12,535
    91282CAE1 U.S. TREASURY NOTE 64,212 59,551
    26875PAP6 EOG RESOURCES INC 13,963 13,302
    316773CX6 FIFTH THIRD BANCORP 10,342 10,072
    717081FA6 PFIZER INC 14,238 11,851
    883556CM2 THERMO FISHER SCIENT 10,590 8,848
    913017CY3 UNITED TECHNOLOGIES 9,836 9,111
    3132D6BA7 FHLMC SB 8133 02 50% 39,237 37,044
    31418EBE9 FNMA PMA4536 02% 21,426 20,148
    912828Y95 U.S. TREASURY NOTE 76,926 73,239
    92343VGB4 VERIZON COMMUNICATIO 11,167 9,323
    38141GWB6 GOLDMAN SACHS GROUP 10,536 9,915
    46647PAJ5 JPMORGAN CHASE & CO 14,123 12,202
    874060AX4 TAKEDA PHARMACEUTICA 15,149 13,728
    172967LD1 CITIGROUP INC 10,581 9,844
    29278NAE3 ENERGY TRANSFER PART 10,843 8,870
    37045VAS9 GENERAL MOTORS CO 10,053 8,992
    912828ZF0 U.S. TREASURY NOTE 77,868 75,194
    3132DWC35 FHLMC SD 8190 03% 84,487 78,941
    548661ED5 LOWE'S COS INC 10,518 9,613
    760759AX8 REPUBLIC SERVICES IN 9,928 8,853
    78016EZQ3 ROYAL BANK OF CANADA 13,536 12,738
    91159HHZ6 US BANCORP 12,879 12,328
    912810QX9 U.S. TREASURY BOND 16,373 13,746
    912810SH2 U.S. TREASURY BOND 16,040 13,305
    91282CBM2 U.S. TREASURY NOTE 75,532 74,086
    9128286T2 U.S. TREASURY NOTE 42,554 39,725
    00287YAW9 ABBVIE INC 10,339 8,610
    91282CBT7 U.S. TREASURY NOTE 14,358 13,884
    06367WMQ3 BANK OF MONTREAL 14,296 13,824
    126650CZ1 CVS HEALTH CORP 9,915 8,192
    260543DC4 DOW CHEMICAL CO/THE 10,480 9,414
    3140QMZN7 FNMA PCB2548 02 50% 31,842 29,909
    61746BEG7 MORGAN STANLEY 10,612 8,665

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Name of Stock End of Year Book Value End of Year Fair Market Value
    002824100 ABBOTT LABORATORIES 16,685 15,505
    438516106 HONEYWELL INTERNATIO 35,080 32,141
    46625H100 J P MORGAN CHASE & C 36,111 32,396
    65339F101 NEXTERA ENERGY INC 17,189 15,819
    907818108 UNION PACIFIC CORP 16,240 14,286
    92826C839 VISA INC 31,507 30,977
    931142103 WAL MART STORES INC 25,783 23,282
    023135106 AMAZON COM INC 70,155 52,892
    14040H105 CAPITAL ONE FINANCIA 31,217 26,211
    166764100 CHEVRONTEXACO CORP 27,191 37,028
    235851102 DANAHER CORP 22,501 20,578
    742718109 PROCTER & GAMBLE CO/ 25,697 23,809
    20825C104 CONOCOPHILLIPS 19,943 25,618
    29476L107 EQUITY RESIDENTIAL 27,370 23,433
    502431109 L3HARRIS TECHNOLOGIE 36,698 39,267
    74340W103 PROLOGIS INC 21,731 18,102
    891160509 TORONTO-DOMINION BAN 29,324 31,194
    98389B100 XCEL ENERGY INC 15,370 15,821
    036752103 ANTHEM INC 26,121 29,557
    43300A203 HILTON WORLDWIDE HOL 12,570 12,255
    573874104 MARVELL TECH INC 35,136 26,736
    743315103 PROGRESSIVE CORP/THE 13,321 14,206
    98978V103 ZOETIS INC 23,302 19,657
    02079K305 ALPHABET INC SHS 68,143 56,881
    594918104 MICROSOFT CORP COM 76,832 69,055
    67066G104 NVIDIA CORP 24,638 18,672
    345370860 FORD MOTOR CO 22,432 12,955
    437076102 HOME DEPOT INC/THE 12,765 10,899
    460146103 INTERNATIONAL PAPER 14,636 14,583
    701094104 PARKER-HANNIFIN CORP 27,137 22,590
    883556102 THERMO FISHER SCIENT 19,475 18,730
    037833100 APPLE INC 83,186 72,783
    110122108 BRISTOL-MYERS SQUIBB 34,063 33,802
    22160K105 COSTCO WHSL CORP NEW 29,576 27,973
    824348106 SHERWIN-WILLIAMS CO/ 28,181 24,660
    CORPORATE STOCK    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    92206C680 VANGUARD RUSSELL 100 AT COST 46,883 39,771
    92206C714 VANGUARD RUSSELL 100 AT COST 168,734 161,978
    464287648 ISHARES RUSSELL 2000 AT COST 72,048 61,291
    46435G326 ISHARES CORE MSCI IN AT COST 480,097 433,747
    19765Y852 COLUMBIA EMERGING MA AT COST 251,820 211,160
    464287630 ISHARES RUSSELL 2000 AT COST 88,366 82,216

    TY 2021 OtherExpensesSchedule
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE 15 0   15


    TY 2021 OtherIncreasesSchedule
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Description Amount
    CTF ADJ 183,178
    COST BASIS ADJ 529


    TY 2021 TaxesSchedule
    Name:
    THE ROBERTA L ANGELL TRUST
    EIN:
    36-6655065
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX- PRIOR YEAR 1,583 0   0