TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 08-01-2021 , and ending 07-31-2022

Name of foundation
THE DEAVER PHOENIX FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)1300 S OCEAN BLVD APT PH-1
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
POMPANO BEACH, FL33062

A Employer identification number

26-1146782

B Telephone number (see instructions)

(954) 563-1400

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$3,755,482J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	67		67
4	Dividends and interest from securities...	83,955		83,955
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		229,256
b	Gross sales price for all assets on line 6a 480,377
7	Capital gain net income (from Part IV, line 2)...			229,256
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	313,278		313,278
13	Compensation of officers, directors, trustees, etc.	52,000		15,600	36,400
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		764	229	535
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		2,104
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		27,065	26,225	840
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	81,933		42,054	37,775
25	Contributions, gifts, grants paid.......	212,665			212,665
26	Total expenses and disbursements. Add lines 24 and 25	294,598		42,054	250,440
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	18,680
b	Net investment income (if negative, enter -0-)			271,224
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	246,238	27,599	27,599
	2	Savings and temporary cash investments.........	18,275	13,599	13,598
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	3,069,643	3,311,638	3,714,285
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,334,156	3,352,836	3,755,482
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		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	3,334,156	3,352,836
	29	Total net assets or fund balances (see instructions).....	3,334,156	3,352,836
	30	Total liabilities and net assets/fund balances (see instructions).	3,334,156	3,352,836

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,334,156

Enter amount from Part I, line 27a .....................

18,680

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

3,352,836

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,352,836

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	TAKE-TWO INTERACTIVE SOFTWRE	P	2021-09-16	2022-07-28
b	TJX COMPANIES INC	P	2020-11-05	2022-07-05
c	META PLATFORMS INC-CLASS A	P	2016-12-30	2022-06-08
d	APPLE INC	P	2015-03-10	2022-04-22
e	MID-AMERICA APARTMENT COMM	P	2018-11-07	2022-04-05
	CHEVRON CORP	P	2018-01-22	2022-03-22
	OSHKOSH CORP	P	2021-10-27	2022-03-03
	CITRIX SYSTEMS INC	P	2020-12-11	2022-02-14
	CITRIX SYSTEMS INC	P	2020-10-28	2022-01-18
	CITIGROUP INC	P	2018-01-17	2022-01-03
	ELECTRONIC ARTS INC	P	2020-09-22	2021-11-03
	MAGNA INTERNATIONAL INC	P	2018-10-19	2021-10-19
	L3HARRIS TECHNOLOGIES INC	P	2020-03-13	2021-10-04
	TEXAS INSTRUMENTS INC	P	2019-01-24	2021-09-15
	LYONDELLBASELL INDU-CL A	P	2020-10-12	2021-08-27
	ALLIANCEBERNSTEIN GLBL RE-II	P	2009-03-11	2021-08-04
	TAKE-TWO INTERACTIVE SOFTWRE	P	2021-09-15	2022-07-28
	TJX COMPANIES INC	P	2020-05-01	2022-07-05
	STELLANTIS NV	P	2021-02-25	2022-06-06
	OVERLAY A PORTFOLIO CLASS 1	P	2010-07-08	2022-04-22
	MID-AMERICA APARTMENT COMM	P	2018-04-20	2022-04-05
	OSHKOSH CORP	P	2021-11-03	2022-03-16
	CME GROUP INC	P	2020-12-01	2022-03-03
	CHEGG INC	P	2021-10-18	2022-02-08
	CITRIX SYSTEMS INC	P	2020-10-28	2022-01-14
	CITIGROUP INC	P	2018-01-17	2021-12-21
	ELECTRONIC ARTS INC	P	2020-05-18	2021-11-03
	ROBERT HALF INTL INC	P	2021-01-27	2021-10-18
	L3HARRIS TECHNOLOGIES INC	P	2020-02-11	2021-10-04
	LKQ CORP	P	2021-01-07	2021-09-14
	LYONDELLBASELL INDU-CL A	P	2020-10-08	2021-08-27
	PROCTER & GAMBLE CO/THE	P	2020-06-25	2022-07-28
	TJX COMPANIES INC	P	2018-04-20	2022-07-05
	STELLANTIS NV	P	2021-02-26	2022-06-06
	BERNSTEIN INTERMEDIATE DURATION PORT	P	2008-01-08	2022-04-22
	ROBERT HALF INTL INC	P	2021-03-15	2022-04-05
	EBAY INC	P	2021-10-13	2022-03-14
	CME GROUP INC	P	2020-11-24	2022-03-03
	CHEGG INC	P	2021-06-23	2022-02-08
	CITRIX SYSTEMS INC	P	2020-10-27	2022-01-14
	CITIGROUP INC	P	2018-01-12	2021-12-21
	CME GROUP INC	P	2020-11-20	2021-10-28
	SOUTHWEST AIRLINES CO	P	2020-11-12	2021-10-15
	MAGNA INTERNATIONAL INC	P	2018-10-19	2021-10-04
	ROBERT HALF INTL INC	P	2021-01-27	2021-09-14
	LYONDELLBASELL INDU-CL A	P	2020-10-08	2021-08-26
	PROCTER & GAMBLE CO/THE	P	2020-06-15	2022-07-28
	TJX COMPANIES INC	P	2017-12-15	2022-07-05
	ANALOG DEVICES INC	P	2021-09-07	2022-06-02
	LPL FINANCIAL HOLDINGS INC	P	2020-07-27	2022-04-14
	ROBERT HALF INTL INC	P	2021-02-16	2022-04-05
	EBAY INC	P	2021-05-04	2022-03-14
	ZIMVIE INC-W/I	P	2021-09-16	2022-03-02
	CHEGG INC	P	2021-02-18	2022-02-08
	CITRIX SYSTEMS INC	P	2019-08-01	2022-01-14
	COSTCO WHOLESALE CORP	P	2017-07-14	2021-12-20
	ELECTRONIC ARTS INC	P	2019-12-02	2021-10-28
	SOUTHWEST AIRLINES CO	P	2020-11-05	2021-10-15
	L3HARRIS TECHNOLOGIES INC	P	2020-02-11	2021-10-01
	DECKERS OUTDOOR CORP	P	2020-08-07	2021-09-14
	LYONDELLBASELL INDU-CL A	P	2020-10-07	2021-08-26
	STELLANTIS NV	P	2021-02-26	2022-07-27
	ALPHABET INC-CL C	P	2017-06-02	2022-07-05
	META PLATFORMS INC-CLASS A	P	2016-12-30	2022-06-02
	LPL FINANCIAL HOLDINGS INC	P	2020-08-25	2022-04-14
	PROLOGIS INC	P	2020-03-24	2022-04-04
	EBAY INC	P	2021-05-03	2022-03-14
	ZIMVIE INC-W/I	P	2021-06-17	2022-03-02
	CHEGG INC	P	2021-02-18	2022-02-08
	CITRIX SYSTEMS INC	P	2019-06-17	2022-01-14
	ZOETIS INC	P	2017-09-14	2021-12-17
	ELECTRONIC ARTS INC	P	2019-09-10	2021-10-28
	SOUTHWEST AIRLINES CO	P	2020-10-23	2021-10-15
	L3HARRIS TECHNOLOGIES INC	P	2020-02-03	2021-10-01
	TEXAS INSTRUMENTS INC	P	2019-01-24	2021-09-14
	EBAY INC	P	2021-05-03	2021-08-16
	ALPHABET INC-CL C	P	2017-06-02	2022-07-26
	DECKERS OUTDOOR CORP	P	2020-11-10	2022-06-24
	BANK OF AMERICA CORP	P	2015-08-04	2022-05-31
	GOLDMAN SACHS GROUP INC	P	2017-03-20	2022-04-13
	QUALCOMM INC	P	2020-06-15	2022-04-04
	NORTONLIFELOCK INC	P	2021-05-24	2022-03-14
	ZIMVIE INC-W/I	P	2021-01-26	2022-03-02
	AUTOZONE INC	P	2018-06-15	2022-02-08
	CITIGROUP INC	P	2019-02-25	2022-01-13
	MID-AMERICA APARTMENT COMM	P	2018-04-20	2021-12-15
	MAGNA INTERNATIONAL INC	P	2020-08-07	2021-10-28
	UNITED RENTALS INC	P	2020-09-16	2021-10-07
	L3HARRIS TECHNOLOGIES INC	P	2020-01-31	2021-10-01
	TEXAS INSTRUMENTS INC	P	2019-01-24	2021-09-13
	BANK OF AMERICA CORP	P	2015-08-04	2021-08-11
	BOOZ ALLEN HAMILTON HOLDINGS	P	2020-07-17	2022-07-25
	DECKERS OUTDOOR CORP	P	2020-08-25	2022-06-24
	PROCTER & GAMBLE CO/THE	P	2020-05-15	2022-05-20
	GENPACT LTD	P	2021-02-22	2022-04-07
	QUALCOMM INC	P	2020-06-04	2022-04-04
	OSHKOSH CORP	P	2021-11-03	2022-03-11
	ZIMVIE INC-W/I	P	2021-01-20	2022-03-02
	ELECTRONIC ARTS INC	P	2020-10-30	2022-01-31
	NEXTERA ENERGY INC	P	2020-06-25	2022-01-10
	KNIGHT-SWIFT TRANSPORTATION	P	2020-11-24	2021-12-06
	MAGNA INTERNATIONAL INC	P	2019-11-18	2021-10-28
	ORACLE CORP	P	2016-08-02	2021-10-06
	ELECTRONIC ARTS INC	P	2019-09-10	2021-10-01
	TEXAS INSTRUMENTS INC	P	2017-09-22	2021-09-13
	DECKERS OUTDOOR CORP	P	2020-08-07	2021-08-10
	AUTOZONE INC	P	2018-06-15	2022-07-21
	PROCTER & GAMBLE CO/THE	P	2020-05-15	2022-06-16
	PROCTER & GAMBLE CO/THE	P	2020-05-15	2022-05-17
	GENPACT LTD	P	2021-01-13	2022-04-07
	QUALCOMM INC	P	2020-06-04	2022-03-31
	OSHKOSH CORP	P	2021-10-27	2022-03-11
	EBAY INC	P	2021-05-03	2022-02-28
	ELECTRONIC ARTS INC	P	2020-09-22	2022-01-31
	NEXTERA ENERGY INC	P	2019-11-21	2022-01-10
	NEXTERA ENERGY INC	P	2019-11-19	2021-12-06
	ALPHABET INC-CL C	P	2017-02-02	2021-10-26
	QUALCOMM INC	P	2020-06-04	2021-10-06
	TJX COMPANIES INC	P	2017-12-15	2021-09-28
	ORACLE CORP	P	2016-08-02	2021-09-13
	TJX COMPANIES INC	P	2017-12-15	2021-08-10
	OVERLAY A PORTFOLIO CLASS 1	P	2010-07-08	2022-07-20
	AB SMALL CAP CORE PORTFOLIO ADV CL	P	2016-09-15	2022-06-14
	PROCTER & GAMBLE CO/THE	P	2018-09-10	2022-05-17
	GENPACT LTD	P	2020-12-11	2022-04-07
	ROBERT HALF INTL INC	P	2021-02-16	2022-03-29
	ZIMVIE INC	P	2022-03-09	2022-03-09
	CME GROUP INC	P	2020-11-24	2022-02-16
	CITRIX SYSTEMS INC	P	2020-12-11	2022-01-21
	NEXTERA ENERGY INC	P	2019-11-19	2022-01-10
	CITIGROUP INC	P	2018-01-12	2021-12-06
	ZOETIS INC	P	2017-09-14	2021-10-26
	QUALCOMM INC	P	2020-06-03	2021-10-06
	UNITED RENTALS INC	P	2020-09-16	2021-09-22
	UNITED RENTALS INC	P	2020-09-08	2021-09-09
	TJX COMPANIES INC	P	2017-06-06	2021-08-10
	BERNSTEIN INTERMEDIATE DURATION PORT	P	2008-01-08	2022-07-20
	AB DISCOVERY GRWTH FUND- AD	P	2015-05-04	2022-06-14
	HOME DEPOT INC	P	2012-08-17	2022-05-13
	UNITEDHEALTH GROUP INC	P	2015-10-08	2022-04-05
	ROBERT HALF INTL INC	P	2021-01-27	2022-03-29
	CHEVRON CORP	P	2018-01-22	2022-03-08
	CME GROUP INC	P	2020-11-20	2022-02-16
	CITRIX SYSTEMS INC	P	2020-12-09	2022-01-21
	CITIGROUP INC	P	2019-02-25	2022-01-07
	KNIGHT-SWIFT TRANSPORTATION	P	2020-11-24	2021-12-03
	ZOETIS INC	P	2017-08-28	2021-10-26
	L3HARRIS TECHNOLOGIES INC	P	2020-11-11	2021-10-05
	LKQ CORP	P	2021-01-26	2021-09-21
	UNITED RENTALS INC	P	2020-06-25	2021-09-09
	L3HARRIS TECHNOLOGIES INC	P	2020-01-31	2021-08-09
	FLEETCOR TECHNOLOGIES INC	P	2021-07-28	2022-07-19
	AB DISCOVERY VALUE-ADV	P	2015-11-03	2022-06-14
	META PLATFORMS INC-CLASS A	P	2016-12-30	2022-05-13
	PROLOGIS INC	P	2020-03-24	2022-04-05
	OSHKOSH CORP	P	2021-12-06	2022-03-24
	CHEVRON CORP	P	2018-01-16	2022-03-08
	ROBERT HALF INTL INC	P	2021-01-27	2022-02-16
	OVERLAY A PORTFOLIO CLASS 1	P	2010-07-08	2022-01-20
	CITIGROUP INC	P	2018-02-26	2022-01-07
	KNIGHT-SWIFT TRANSPORTATION	P	2020-11-23	2021-12-03
	EDWARDS LIFESCIENCES CORP	P	2017-12-04	2021-10-26
	L3HARRIS TECHNOLOGIES INC	P	2020-07-06	2021-10-05
	LKQ CORP	P	2021-01-26	2021-09-17
	TEXAS INSTRUMENTS INC	P	2017-09-22	2021-09-07
	MAGNA INTERNATIONAL INC	P	2017-06-02	2021-08-09
	TAKE-TWO INTERACTIVE SOFTWRE	P	2021-09-15	2022-07-19
	AB DISCOVERY VALUE-ADV	P	2015-09-08	2022-06-14
	META PLATFORMS INC-CLASS A	P	2016-10-13	2022-05-13
	GENPACT LTD	P	2020-12-11	2022-04-05
	OSHKOSH CORP	P	2021-11-16	2022-03-24
	EBAY INC	P	2021-05-03	2022-03-07
	ELECTRONIC ARTS INC	P	2020-12-01	2022-02-16
	BERNSTEIN INTERMEDIATE DURATION PORT	P	2008-01-08	2022-01-20
	CITRIX SYSTEMS INC	P	2019-06-17	2022-01-07
	ROBERT HALF INTL INC	P	2021-01-27	2021-11-16
	OVERLAY A PORTFOLIO CLASS 1	P	2010-07-08	2021-10-22
	L3HARRIS TECHNOLOGIES INC	P	2020-06-25	2021-10-05
	LKQ CORP	P	2021-01-07	2021-09-17
	MAGNA INTERNATIONAL INC	P	2018-10-19	2021-09-07
	MICROSOFT CORP	P	2015-04-30	2021-08-05
	PROCTER & GAMBLE CO/THE	P	2020-06-15	2022-07-19
	DECKERS OUTDOOR CORP	P	2020-08-07	2022-06-13
	TJX COMPANIES INC	P	2017-12-15	2022-05-09
	GENPACT LTD	P	2020-11-05	2022-04-05
	OSHKOSH CORP	P	2021-11-05	2022-03-24
	CME GROUP INC	P	2020-12-14	2022-03-07
	ELECTRONIC ARTS INC	P	2020-11-09	2022-02-16
	CITIGROUP INC	P	2019-09-03	2022-01-18
	CITRIX SYSTEMS INC	P	2019-06-14	2022-01-07
	ETSY INC	P	2021-05-13	2021-11-15
	BERNSTEIN INTERMEDIATE DURATION PORT	P	2008-01-08	2021-10-22
	L3HARRIS TECHNOLOGIES INC	P	2020-04-09	2021-10-05
	FAURECIA SA ACT	P	2021-04-20	2021-09-17
	MAGNA INTERNATIONAL INC	P	2017-06-02	2021-09-07
	AB INTERNATIONAL STRATEGIC EQUITIES	P	2008-01-08	2021-08-04
	PROCTER & GAMBLE CO/THE	P	2020-05-15	2022-07-19
	AMERICAN CAMPUS COMMUNITIES	P	2020-02-28	2022-06-13
	LINDE PLC	P	2021-05-14	2022-04-27
	GENPACT LTD	P	2020-04-06	2022-04-05
	OSHKOSH CORP	P	2021-11-03	2022-03-24
	CME GROUP INC	P	2020-12-01	2022-03-07
	ELECTRONIC ARTS INC	P	2020-10-30	2022-02-16
	ELECTRONIC ARTS INC	P	2020-09-22	2022-01-18
	NXP SEMICONDUCTORS NV	P	2020-03-23	2022-01-03
	DECKERS OUTDOOR CORP	P	2020-08-07	2021-11-15
	DECKERS OUTDOOR CORP	P	2020-08-07	2021-10-21
	CDW CORP/DE	P	2017-06-13	2021-10-04
	UNITED RENTALS INC	P	2020-09-08	2021-09-16
	LYONDELLBASELL INDU-CL A	P	2020-12-17	2021-08-30
	OVERLAY A PORTFOLIO CLASS 1	P	2010-07-08	2021-08-04
	TAKE-TWO INTERACTIVE SOFTWRE	P	2021-09-14	2022-07-07
	AMERICAN CAMPUS COMMUNITIES	P	2020-02-25	2022-06-13
	EDWARDS LIFESCIENCES CORP	P	2017-12-04	2022-04-25
	GENPACT LTD	P	2020-03-26	2022-04-05
	CHEVRON CORP	P	2019-12-02	2022-03-22
	EBAY INC	P	2021-05-03	2022-03-04
	CITRIX SYSTEMS INC	P	2021-09-08	2022-02-14
	CITRIX SYSTEMS INC	P	2020-12-09	2022-01-18
	CITIGROUP INC	P	2018-02-26	2022-01-03
	ETSY INC	P	2021-05-13	2021-11-03
	MAGNA INTERNATIONAL INC	P	2019-11-18	2021-10-19
	L3HARRIS TECHNOLOGIES INC	P	2020-04-09	2021-10-04
	TEXAS INSTRUMENTS INC	P	2019-01-29	2021-09-15
	LYONDELLBASELL INDU-CL A	P	2020-10-12	2021-08-30
	BERNSTEIN INTERMEDIATE DURATION PORT	P	2008-01-08	2021-08-04

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,433	1,673	-240
b	1,268	1,194	74
c	1,411	807	604
d	836	156	680
e	1,057	492	565
	4,583	3,695	888
	1,976	1,870	106
	306	390	-84
	1,096	1,270	-174
	1,075	1,317	-242
	418	389	29
	2,084	1,205	879
	1,962	1,532	430
	588	296	292
	410	311	99
	2,720	956	1,764
	130	153	-23
	2,074	1,729	345
	255	281	-26
	833	656	177
	423	179	244
	1,524	1,564	-40
	1,203	892	311
	427	870	-443
	95	115	-20
	1,661	2,169	-508
	1,392	1,169	223
	1,983	1,187	796
	2,180	2,279	-99
	3,732	2,792	940
	2,770	2,123	647
	148	118	30
	2,535	1,812	723
	959	1,047	-88
	3,276	3,632	-356
	1,475	1,004	471
	523	752	-229
	1,684	1,205	479
	366	978	-612
	948	1,199	-251
	593	763	-170
	1,523	1,172	351
	1,921	1,622	299
	1,238	771	467
	1,836	1,187	649
	1,418	1,101	317
	1,039	819	220
	58	37	21
	1,178	1,143	35
	1,719	617	1,102
	908	593	315
	1,675	1,851	-176
	25	40	-15
	1,038	3,468	-2,430
	759	755	4
	1,629	461	1,168
	1,402	1,003	399
	1,163	934	229
	439	456	-17
	1,308	629	679
	911	712	199
	1,263	1,571	-308
	2,246	974	1,272
	1,400	807	593
	430	163	267
	818	349	469
	628	697	-69
	25	43	-18
	946	3,167	-2,221
	1,138	1,173	-35
	942	260	682
	140	99	41
	4,550	3,871	679
	1,098	1,109	-11
	1,949	985	964
	2,186	1,684	502
	1,157	536	621
	1,365	1,253	112
	851	410	441
	963	728	235
	459	259	200
	812	767	45
	25	43	-18
	2,022	693	1,329
	1,708	1,631	77
	2,421	987	1,434
	1,779	1,078	701
	2,470	1,269	1,201
	220	223	-3
	1,157	591	566
	1,381	589	792
	1,419	1,052	367
	1,911	1,461	450
	1,258	1,020	238
	1,809	1,684	125
	1,070	601	469
	648	670	-22
	101	231	-130
	395	357	38
	168	119	49
	1,685	1,164	521
	2,264	1,551	713
	1,094	490	604
	1,128	789	339
	193	88	105
	1,750	839	911
	2,160	693	1,467
	800	680	120
	463	340	123
	2,197	2,102	95
	1,694	944	750
	756	727	29
	1,825	1,975	-150
	1,054	1,037	17
	4,377	3,065	1,312
	3,646	2,382	1,264
	2,794	800	1,994
	1,656	1,116	540
	1,120	598	522
	1,503	694	809
	640	336	304
	449	375	74
	700	601	99
	1,544	830	714
	388	364	24
	1,574	964	610
	11		11
	477	344	133
	511	650	-139
	168	116	52
	2,012	2,443	-431
	1,043	325	718
	1,401	930	471
	1,731	906	825
	688	349	339
	782	408	374
	1,463	1,657	-194
	1,200	1,320	-120
	1,476	285	1,191
	1,557	347	1,210
	3,148	1,715	1,433
	516	396	120
	3,578	2,511	1,067
	307	396	-89
	853	848	5
	802	582	220
	626	185	441
	891	757	134
	1,833	1,368	465
	1,719	721	998
	2,521	2,449	72
	1,754	2,065	-311
	1,274	1,243	31
	793	461	332
	1,502	628	874
	1,505	1,568	-63
	344	265	79
	1,606	857	749
	362	262	100
	985	1,156	-171
	516	370	146
	1,523	499	1,024
	1,113	870	243
	154	111	43
	3,600	1,672	1,928
	2,356	1,298	1,058
	1,398	1,679	-281
	461	433	28
	396	254	142
	1,263	1,173	90
	860	923	-63
	1,767	1,859	-92
	1,853	1,782	71
	1,730	1,760	-30
	575	586	-11
	828	462	366
	445	275	170
	2,226	1,712	514
	1,947	1,453	494
	644	385	259
	866	147	719
	720	585	135
	1,262	1,049	213
	1,430	897	533
	2,047	1,833	214
	2,795	3,001	-206
	1,946	1,427	519
	1,588	1,435	153
	2,617	2,549	68
	576	580	-4
	821	476	345
	1,784	1,767	17
	668	578	90
	509	501	8
	885	510	375
	8,315	9,974	-1,659
	720	567	153
	967	644	323
	1,225	1,205	20
	2,177	1,360	817
	323	335	-12
	973	714	259
	529	476	53
	1,350	1,296	54
	1,157	376	781
	838	420	418
	1,499	839	660
	915	307	608
	2,109	1,047	1,062
	1,526	1,353	173
	20,655	12,963	7,692
	2,149	2,592	-443
	387	253	134
	957	307	650
	218	144	74
	2,783	1,990	793
	1,496	1,568	-72
	2,141	2,278	-137
	398	527	-129
	1,455	1,772	-317
	946	634	312
	834	554	280
	1,090	964	126
	5,877	3,066	2,811
	1,424	1,090	334
	3,875	3,762	113

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			-240
b			74
c			604
d			680
e			565
			888
			106
			-84
			-174
			-242
			29
			879
			430
			292
			99
			1,764
			-23
			345
			-26
			177
			244
			-40
			311
			-443
			-20
			-508
			223
			796
			-99
			940
			647
			30
			723
			-88
			-356
			471
			-229
			479
			-612
			-251
			-170
			351
			299
			467
			649
			317
			220
			21
			35
			1,102
			315
			-176
			-15
			-2,430
			4
			1,168
			399
			229
			-17
			679
			199
			-308
			1,272
			593
			267
			469
			-69
			-18
			-2,221
			-35
			682
			41
			679
			-11
			964
			502
			621
			112
			441
			235
			200
			45
			-18
			1,329
			77
			1,434
			701
			1,201
			-3
			566
			792
			367
			450
			238
			125
			469
			-22
			-130
			38
			49
			521
			713
			604
			339
			105
			911
			1,467
			120
			123
			95
			750
			29
			-150
			17
			1,312
			1,264
			1,994
			540
			522
			809
			304
			74
			99
			714
			24
			610
			11
			133
			-139
			52
			-431
			718
			471
			825
			339
			374
			-194
			-120
			1,191
			1,210
			1,433
			120
			1,067
			-89
			5
			220
			441
			134
			465
			998
			72
			-311
			31
			332
			874
			-63
			79
			749
			100
			-171
			146
			1,024
			243
			43
			1,928
			1,058
			-281
			28
			142
			90
			-63
			-92
			71
			-30
			-11
			366
			170
			514
			494
			259
			719
			135
			213
			533
			214
			-206
			519
			153
			68
			-4
			345
			17
			90
			8
			375
			-1,659
			153
			323
			20
			817
			-12
			259
			53
			54
			781
			418
			660
			608
			1,062
			173
			7,692
			-443
			134
			650
			74
			793
			-72
			-137
			-129
			-317
			312
			280
			126
			2,811
			334
			113

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	229,256
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 ...................		3	259

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 and enter “N/A" on line 1.
	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	3,770
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	3,770
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a
b	Exempt foreign organizations—tax withheld at source......	6b
c	Tax paid with application for extension of time to file (Form 8868)...	6c
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	134
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	3,904
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

ROHAN KELLEY Telephone no. bullet

(954) 563-1400

Located at bullet

1300 SOUTH OCEAN DRIVEAPT PH-1POMPANO BEACHFL ZIP+4 bullet

33062

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

Yes

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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-)
ROHAN KELLEY	CHAIRMAN PR 000.00	9,000
1300 SOUTH OCEAN DRIVE APT PH-1 POMPANO BEACH,FL33062	CHAIRMAN PR 000.00	9,000
WAGNER KELLEY	DIRECTOR 000.00	0
PO BOX 138 MINTURN,CO81645	DIRECTOR 000.00	0
TAE KELLEY BRONNER	DIRECTOR 000.00	9,000
18113 COURTNEY BREEZE WAY TAMPA,FL33647	DIRECTOR 000.00	9,000
SEAN KELLEY	DIRECTOR VP 000.00	9,000
505 F STREET ST AUGUSTINE,FL32080	DIRECTOR VP 000.00	9,000
SHANE KELLEY	DIRECTOR SEC 000.00	9,000
5400 BE 31ST AVENUE FORT LAUDERDALE,FL33308	DIRECTOR SEC 000.00	9,000
SHANNON KELLEY	DIRECTOR 000.00	8,000
3344 MAPLESIDE LANE MURFREESBORO,TN37128	DIRECTOR 000.00	8,000
CALVIN KELLEY	DIRECTOR 000.00	8,000
4370 RIDGEWAY DIRVE LOVELAND,CO80538	DIRECTOR 000.00	8,000

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...................

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,019,775

Average of monthly cash balances.......................

193,907

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

4,213,682

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,213,682

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

63,205

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

4,150,477

Minimum investment return. Enter 5% (0.05) of line 5................

207,524

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.)

Minimum investment return from Part IX, line 6..................

207,524

Tax on investment income for 2021 from Part V, line 5.......

3,770

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

3,770

Distributable amount before adjustments. Subtract line 2c from line 1............

203,754

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

203,754

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

203,754

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				203,754
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			32,846
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: $ 250,440
a Applied to 2020, but not more than line 2a			32,846
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.....				203,754
e Remaining amount distributed out of corpus		13,840
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		13,840
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........				0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		13,840
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....	13,840

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
FLAGLER COLLEGE INC 74 KING STREET ST AUGUSTINE,FL32084	NONE	PAID	SCHOLARSHIP PROGRAM FOR STUDENT	15,000
FLORIDA SCHOOL FOR THE DEAF & BLIND 207 SAN MARCO AVENUE ST AUGUSTINE,FL32084			HELP UNDERPRIVILEGED CHILDREN	42,500
MAKE WAY FOR BOOKS 700 N STONE AVENUE TUSCON,AZ85705			HELP UNDERPRIVILEGED CHILDREN	4,000
UNIVERSITY OF FLORIDA FOUNDATION PO BOX 14425 GAINESVILLE,FL320642425	NONE	PAID	FUND GRADUATE TAX PROGRAM	38,500
PRETTY BRAINY PO BOX 7812 LOVELAND,CO80537	NONE	PAID	FUND EMPOWERING GIRLS TO GAIN STEAM	10,000
JUNIOR ACHIEVEMENT OF ARIZONA 636 W SOUTHERN AVE TEMPE,AZ85252	NONE	PAID	GRANT FOR JUNIOR ACHIEVEMENT	15,000
AVIATION NATION 4580 W 900 N SCIPIO,IN47273	NONE	PAID	FUND MCGARVOC HS STUDENTS ATTENDENCE	58,665
LITERACY CONNECTS 200 E YAVAPAI RD TUCSON,AZ85705	NON	PAID	FUND THE PROGRAMS IN GENERAL	10,000
MIDDLE TENNESSE STATE UNIVERSITY PO BOX 109 MURFREESBORO,TN37132	NONE	PAID	FUND SUMMER AEROSPACE PROGRAMS	9,000
LOVELAND YOUTH GARDENS PO BOX 1004 LOVELAND,CO80539	NONE	PAID	FUND AGRICULTURAL PROGRAMS	10,000
Total ................................. 3a				212,665

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	67
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	229,256
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) ..				313,278

13Total. Add line 12, columns (b), (d), and (e)..................

313,278

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE DEAVER PHOENIX FOUNDATION INC

EIN:

26-1146782

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	764	229		535

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE DEAVER PHOENIX FOUNDATION INC

EIN:

26-1146782

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SEE SANFORD BERNSTEIN STMT	3,311,638	3,714,285

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE DEAVER PHOENIX FOUNDATION INC

EIN:

26-1146782

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
EXPENSES
BROKER INVESTMENT FEES	25,959	25,959
D&O PROF LIAB INS	886	266	620
OFFICE EXPENSE	220		220

- TIN:

TY 2021 TaxesSchedule

Name:

THE DEAVER PHOENIX FOUNDATION INC

EIN:

26-1146782

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FEDERAL TAX	2,104