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 09-01-2021 , and ending 08-31-2022

Name of foundation
Ethel M Looram Foundation Inc

Number and street (or P.O. box number if mail is not delivered to street address)Carl Eastwick 25 S Charles Street A
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD21201

A Employer identification number

52-6047724

B Telephone number (see instructions)

(410) 576-4786

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

$1,820,930J 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	(c) Adjusted net 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	507		507	507
4	Dividends and interest from securities...	36,078		36,078	36,078
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		89,985
b	Gross sales price for all assets on line 6a 423,919
7	Capital gain net income (from Part IV, line 2)...			89,985
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).......		1,759	1,759	1,759
12	Total. Add lines 1 through 11........	128,329		128,329	38,344
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........		2,030	2,030	2,030
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,055	1,055	1,055
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		13,439
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	16,524		3,085	3,085	0
25	Contributions, gifts, grants paid.......	101,999				101,999
26	Total expenses and disbursements. Add lines 24 and 25	118,523		3,085	3,085	101,999
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	9,806
b	Net investment income (if negative, enter -0-)			125,244
c	Adjusted net income (if negative, enter -0-)...				35,259

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.............
	2	Savings and temporary cash investments.........	50,633	46,139	46,139
	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).......	1,608,378	1,622,499	1,774,791
	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)	1,659,011	1,668,638	1,820,930
	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	1,659,011	1,668,638
	29	Total net assets or fund balances (see instructions).....	1,659,011	1,668,638
	30	Total liabilities and net assets/fund balances (see instructions).	1,659,011	1,668,638

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

1,659,011

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

9,806

Other increases not included in line 2 (itemize) bullet

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

1,668,817

Decreases not included in line 2 (itemize) bullet

179

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

1,668,638

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.)		(d) Date sold (mo., day, yr.)
1 a	3 SHS ATLASSIAN CORP CL A	2022-07-21
b	107 SHS JOHNSON CTLS INTL	2022-03-15
c	20 SHS MEDTRONIC PLC	2022-07-21
d	33 SHS ALCON INC	2022-07-21
e	27 SHS CHUBB LTD	2022-02-22
	60 SHS.USB GROUP AG	2022-01-05
	28 SHS USB GROUP AG	2022-03-09
	2 SHS SPOTIFY TECH SA	2021-10-15
	4 SHS SPOTIFY TECH SA	2022-07-21
	1 SH ASML HOLDING NV-NY	2021-10-15
	1 SH ASML HOLDING NV-NY	2022-05-24
	2 SHS ASML HOLDING NV-NY	2022-07-21
	2 SHS FERRARI NV	2021-10-15
	4 SHS FERRARI NV	2022-07-21
	17 SHS ASE TECH HLDS	2022-04-13
	6 SHS ADOBE INC	2022-07-21
	5 SHS ADVANCED MICRO DEV	2021-10-15
	15 SHS ADVANCED MICRO DEV	2021-11-11
	1 SH ADVANCED MICRO DEV	2021-12-27
	13 SHS ADVANCED MICRO DEV	2022-07-21
	5 SHS AFTERPAY LTD	2021-11-15
	35 SHS AFTERPAY LTD	2022-02-01
	23 SHS AIRBUS SE ADR	2022-07-21
	6 SHS ALIBABA GROUP HLDG	2021-09-20
	1 SH ALIBABA GROUP HLDG	2021-10-15
	11 SHS ALIBABA GROUP HLDG	2021-11-08
	1 SH ALIGN TECH INC	2022-07-21
	19 SHS ALLIANZ SE	2021-10-11
	47 SHS ALLIANZ SE	2022-03-07
	15 SHS ALLIANZ SE	2022-03-15
	10 SHS ALLIANZ SE	2022-06-21
	13 SHS ALLIANZ SE	2022-08-29
	2 SHS ALPHABET INC CL C	2021-10-15
	1 SH ALPHABET INC CL C	2022-05-24
	62 SHS ALPHABET INC CL C	2022-07-21
	1 SH AMAZON COM INC	2021-10-15
	1 SH AMAZON COM INC	2022-05-24
	65 SHS AMAZON COM INC	2022-07-21
	10 SHS AMERIPRISE FIN	2022-07-21
	9 SHS AMGEN INC	2022-07-21
	9 SHS ANSYS INC	2022-07-21
	1 SH ELEVANCE HEALTH INC	2021-10-15
	4 SHS ELEVANCE HEALTH INC	2022-02-03
	17 SHS APPLE INC	2021-10-15
	1 SH APPLE INC	2021-12-27
	47 SHS APPLE INC	2022-07-21
	11 SHS ATMOS ENERGY CORP	2022-07-21
	10 SHS AUTODESK INC	2022-07-21
	9 SHS BCE INC	2021-10-11
	20 SHS BNP PARIBAS	2021-10-11
	11 SHS BNP PARIBAS	2022-01-06
	3 SHS BNP PARIBAS	2022-03-15
	23 SHS BNP PARIBAS	2022-08-29
	14 SHS BLACKSTONE INC	2022-07-21
	21 SHS BRITISH AMER TOBACCO	2022-01-19
	15 SHS BRITVIC PLC	2022-06-21
	1 SH CIGNA CORP	2021-10-15
	2 SHS CIGNA CORP	2022-07-21
	105 SHS COTERRA ENERGY INC	2022-07-21
	15 SHS CAPITAL ONE FIN CORP	2022-07-21
	1 SH CHIPOTLE MEXICAN GRILL	2022-02-01
	16 SHS CINCINNATI FIN CORP	2022-07-21
	1 SH CINTAS CORP	2021-10-15
	2 SHS CINTAS CORP	2021-11-15
	5 SHS CINTAS CORP	2022-02-03
	41 SHS COCA COLA CO	2022-07-21
	.75 SH COMMERCE BANCSHS	2021-12-21
	24 SHS COMMERCE BANCSHS	2022-07-21
	70 SHS COMPAGNIE DE SAINT	2022-01-06
	27 SHS COMPAGNIE DE SAINT	2022-03-15
	33 SHS COMPAGNIE DE SAINT	2022-04-04
	13 SHS COMPAGNIE DE SAINT	2022-04-19
	5 SHS CONSTELLATION BRANDS CL A	2022-07-21
	63 SHS CORTEVA INC	2022-07-21
	12 SHS CROWN CASTLE INC	2022-07-21
	8 SHS CULLEN FROST BANKERS INC	2022-07-21
	11 SHS DANAHER CORP	2022-02-01
	9 SHS DANAHER CORP	2022-07-21
	8 SHS DEUTSCHE TELEKOM	2021-10-11
	10 SHS DEUTSCHE TELEKOM	2022-03-08
	5 SHS DEUTSCHE TELEKOM	2022-04-13
	1 SH DOORDASH INC A	2021-10-15
	6 SHS DOORDASH INC A	2022-07-21
	36 SHS EAST WEST BANCORP	2022-02-11
	9 SHS ECOLAB INC	2022-07-21
	36 SHS ELANCO ANIMAL HEALTH	2022-07-21
	9 SHS ENEL SPA	2021-10-11
	66 SHS ENEL SPA	2022-02-15
	75 SHS ENEL SPA	2022-03-16
	5 SHS ENEL SPA	2022-04-04
	44 SHS ELEL SPA	2022-04-19
	80 SHS ENEL SPA	2022-07-22
	15 SHS EQUITY LIFESTYLE PROPS	2022-07-21
	5 SHS EXPEDIA GROUP INC	2022-07-21
	8 SHS META PLATFORMS INC	2021-10-15
	10 SHS META PLATFORMS INC	2022-01-03
	5 SHS META PLATFORMS INC	2022-02-01
	7 SHS META PLATFORMS INC	2022-02-15
	13 SHS META PLATFORMS INC	2022-04-25
	3 SHS META PLATFORMS INC	2022-05-24
	9 SHS META PLATFORMS INC	2022-06-10
	5 SHS META PLATFORMS INC	2022-07-21
	5 SHS FARFETCH LTD CL A	2021-10-15
	1 SH FARFETCH LTD CL A	2021-12-27
	39 SHS FARFETCH LTD CL A	2022-03-18
	2 SHS FEDEX CORP	2021-10-15
	4 SHS FEDEX CORP	2021-11-15
	4 SHS FEDEX CORP	2022-07-21
	21 SHS FIDELITY NATL INFO	2021-09-03
	5 SHS FISERV INC	2021-10-15
	9 SHS FISERV INC	2021-11-15
	9 SHS FISERV INC	2022-07-21
	2 SHS GENERAC HOLDINGS	2022-07-21
	11 SHS GENERAL DYNAMICS	2022-07-21
	1 SH GLOBAL PAYMENTS INC	2021-10-15
	5 SHS GLOBAL PAYMENTS INC	2022-07-21
	2 SHS HCA HEALTHCARE	2021-10-15
	6 SHS HCA HEALTHCARE	2022-05-24
	2 SHS HCA HEALTHCARE	2022-07-21
	4 SHS HONEYWELL INTL	2022-07-21
	18 SHS IBERDROLA SA	2021-10-11
	21 SHS IBERDROLA SA	2022-02-17
	6 SHS IBERDROLA SA	2022-03-15
	11 SHS IBERDROLA SA	2022-04-04
	4 SHS INTUITIVE SURGICAL	2021-10-15
	4 SHS INTUITIVE SURGICAL	2022-02-01
	5 SHS INTUITIVE SURGICAL	2022-07-21
	1 SH INTUIT SOFTWARE	2021-10-15
	2 SHS INTUIT SOFTWARE	2022-02-01
	4 SHS INTUIT SOFTWARE	2022-07-21
	75 SHS ISHARES CORE SP 500	2021-10-15
	65 SHS ISHARES CORE SP 500	2022-06-28
	46 SHS JPMORGAN CHASE CO	2022-06-10
	8 SHS LAS VEGAS SANDS CORP	2021-10-15
	17 SHS LAS VEGAS SANDS CORP	2022-07-21
	21 SHS LENNAR CORP CL A	2022-07-21
	3 SHS ELI LILLY CO	2021-10-15
	8 SHS ELI LILLY CO	2021-11-11
	4 SHS ELI LILLY CO	2022-02-01
	4 SHS ELI LILLY CO	2022-07-21
	1 SH LULULEMON ATHLETICA	2021-10-15
	3 SHS LULULEMON ATHLETICA	2022-07-21
	36 SHS MMC NORILSK NICKEL	2022-02-07
	12 SHS MMC NORILSK NICKEL	2022-02-09
	9 SHS MARTIN MARIETTA MATLS	2022-07-21
	11 SHS MASTERCARD INC CL A	2021-09-20
	2 SHS MASTERCARD INC CL A	2021-10-15
	5 SHS MASTERCARD INC CL A	2021-11-11
	5 SHS MASTERCARD INC CL A	2022-07-21
	1 SH MATCH GROUP INC	2021-10-15
	1 SH MATCH GROUP INC	2021-12-27
	5 SHS MATCH GROUP INC	2022-07-21
	1 SH MICHELIN	2022-04-04
	7 SH MICHELIN	2022-04-13
	.80 SH MICHELIN	2022-06-28
	.20 SH MICHELIN	2022-06-28
	90 SHS MICHELIN	2022-07-21
	15 SHS MICROSOFT CORP	2021-10-15
	1 SH MICROSOFT CORP	2021-12-27
	3 SHS MICROSOFT CORP	2022-02-01
	4 SHS MICROSOFT CORP	2022-05-24
	36 SHS MICROSOFT CORP	2022-07-21
	18 SHS MICROSOFT CORP	2022-07-21
	38 SHS MICROCHIP TECH	2022-07-21
	222 SHS MITSUBISHI UFJ FINL	2022-07-21
	2 SHS MONGODB INC	2022-07-21
	19 SHS MUNICH RE GROUP	2021-11-24
	1 SH MUNICH RE GROUP	2022-03-08
	25 SHS NN GROUP NV	2022-01-06
	15 SHS NN GROUP NV	2022-03-08
	1 SH NETFLIX INC	2021-10-15
	3 SHS NETFLIX INC	2021-11-11
	4 SHS NETFLIX INC	2022-05-24
	2 SHS NETFLIX INC	2022-07-21
	2 SHS NIKE INC CL B	2021-10-15
	5 SHS NIKE INC CL B	2022-02-01
	15 SHS NIKE INC CL B	2022-02-03
	20 SHS NIPPON TEL TEL CORP	2022-06-21
	49 SHS NOVARTIS AG	2021-12-21
	2 SHS NVIDIA CORP	2021-10-15
	1 SH NVIDIA CORP	2021-12-27
	10 SHS NVIDIA CORP	2022-07-21
	6 SHS OSHKOSH CORP CL B	2022-07-21
	9 SHS PARKER HANNIFIN CORP	2022-07-21
	2 SHS PAYPAL HOLDINGS INC	2021-10-15
	8 SHS PAYPAL HOLDINGS INC	2021-11-15
	8 SHS PAYPAL HOLDINGS INC	2022-04-26
	9 SHS PAYPAL HOLDINGS INC	2022-07-21
	15 SHS PERSIMMON PLC	2022-02-10
	4 SHS PERSIMMON PLC	2022-03-02
	3 SHS PERSIMMON PLC	2022-04-04
	7 SHS PHILLIPS 66	2022-07-21
	4 SHS PINTEREST INC CL A	2021-10-15
	40 SHS PINTEREST INC CL A	2021-11-11
	11 SHS PROCTER GAMBLE CO	2022-07-21
	13 SHS QUALCOMM	2022-07-21
	14 SHS RPM INTL INC	2022-07-21
	76 SHS RIVIAN AUTOMOTIVE INC	2022-07-21
	22 SHS ROBLOX CORP CL A	2022-04-27
	2 SHS ROPER TECHS INC	2021-10-15
	2 SHS ROPER TECHS INC	2021-11-15
	2 SHS ROPER TECHS INC	2022-07-21
	6 SHS ROSS STORES INC	2021-10-15
	16 SHS ROSS STORES INC	2022-07-21
	1 SH SP GLOBAL INC	2021-10-15
	2 SHS SP GLOBAL INC	2022-02-01
	5 SHS SP GLOBAL INC	2022-02-02
	2 SHS SALESFORCE INC	2021-10-15
	7 SHS SALESFORCE INC	2022-07-21
	4 SHS SEA LTD-ADR	2021-10-15
	1 SH SEA LTD-ADR	2021-12-27
	9 SHS SEA LTD-ADR	2022-07-21
	1 SH SERVICE NOW INC	2021-10-15
	3 SHS SERVICE NOW INC	2022-07-21
	2 SHS SHOPIFY INC A	2022-02-18
	1 SH SIEMENS AG	2022-01-06
	5 SHS SIEMENS AG	2022-03-07
	1 SH SMURFIT KAPPA GROUP	2022-01-06
	2 SHS SMURFIT KAPPA GROUP	2022-03-07
	9 SHS SMURFIT KAPPA GROUP	2022-03-16
	9 SHS SMURFIT KAPPA GROUP	2022-04-13
	1 SH SMURFIT KAPPA GROUP	2022-04-19
	15 SHS SNAP INC A	2021-10-15
	1 SH SNAP INC A	2021-12-27
	67 SHS SNAP INC A	2022-06-08
	36 SHS SNAP INC A	2022-07-21
	78 SHS SNAP INC A	2022-08-04
	20 SHS SONIC HEALTHCARE LTD	2022-01-06
	17 SHS SONIC HEALTHCARE LTD	2022-02-18
	28 SHS SONY GROUP CORP	2022-07-21
	3 SHS SPLUNK INC	2021-10-15
	16 SHS SPLUNK INC	2021-11-15
	8 SHS BLOCK INC	2022-07-21
	2 SHS STRYKER CORP	2021-10-15
	4 SHS STRYKER CORP	2022-02-02
	3 SHS STRYKER CORP	2022-07-21
	7 SHS SUN CMNTYS INC	2022-07-21
	132 SHS SVENSKA HANDELSB A	2021-10-11
	3 SHS TAIWAN SEMICONDUCTOR	2021-10-15
	22 SHS TAIWAN SEMICONDUCTOR	2022-04-08
	1 SH TELEDYNE TECHS INC	2021-10-15
	2 SHS TELEDYNE TECHS INC	2022-07-21
	6 SHS TENCENT HOLDINGS LTD	2021-10-15
	51 SHS TENCENT HOLDINGS LTD	2021-11-08
	55 SHS TESCO PLC	2022-06-21
	3 SHS TESLA INC	2022-07-21
	17 SHS TOTALENERGIES SE	2022-03-02
	4 SHS TOYOTA MTR CORP	2021-09-03
	49 SHS TWITTER INC	2022-04-21
	51 SHS TWITTER INC	2022-05-05
	19 SHS TYSON FOODS INC CL A	2022-07-21
	35 SHS US BANCORP DEL	2022-07-21
	3 SHS UIPATH INC CL A	2021-10-15
	1 SH UIPATH INC CL A	2021-12-27
	37 SHS UIPATH INC CL A	2022-04-14
	4 SHS UNILEVER PLC	2021-10-11
	30 SHS UNILEVER PLC	2022-03-09
	11 SHS UNILEVER PLC	2022-04-04
	1 SH UNITEDHEALTH GROUP	2021-10-15
	4 SHS UNITEDHEALTH GROUP	2022-07-21
	4 SHS UPM-KYMMENE OYJ	2022-03-08
	23 SHS VALE SA COMMON	2022-01-05
	124 SHS VANGUARD MID CAP	2022-06-28
	9 SHS VISA INC CL A	2021-09-20
	4 SHS VISA INC CL A	2021-10-15
	11 SHS VISA INC CL A	2021-11-11
	9 SHS VISA INC CL A	2022-07-21
	4 SHS VOLVO AB-B SHS	2022-03-15
	5 SHS VOLVO AB-B SHS	2022-04-13
	56 SHS WALGREENS BOOTS ALLIANCE	2022-02-11
	24 SHS XCEL ENERGY INC	2022-07-21
	14 SHS XYLEM INC	2022-07-21
	1 SH ZOOM VIDEO COMMS A	2021-10-15
	9 SHS ZOOM VIDEO COMMS A	2022-04-12
	USB GROUP R/C	2022-04-14

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	642	950	-308
b	6,564	4,409	2,155
c	1,797	2,052	-255
d	2,447	1,929	518
e	5,542	3,381	2,161
	1,104	805	299
	472	376	96
	487	388	99
	458	777	-319
	778	212	566
	549	212	337
	1,071	424	647
	446	310	136
	805	620	185
	116	76	40
	2,444	3,095	-651
	561	329	232
	2,145	987	1,158
	153	66	87
	1,177	993	184
	431	478	-47
	1,600	3,344	-1,744
	607	637	-30
	901	1,157	-256
	168	193	-25
	1,773	2,120	-347
	285	267	18
	436	315	121
	934	779	155
	341	249	92
	195	166	29
	218	216	2
	5,644	2,482	3,162
	2,095	1,241	854
	7,121	3,847	3,274
	3,308	1,877	1,431
	2,075	1,877	198
	8,068	6,099	1,969
	2,426	1,565	861
	2,207	2,228	-21
	2,331	2,965	-634
	393	243	150
	1,799	970	829
	2,449	978	1,471
	179	57	122
	7,289	3,166	4,123
	1,232	1,253	-21
	1,987	1,832	155
	456	408	48
	664	489	175
	396	269	127
	85	73	12
	521	561	-40
	1,354	1,718	-364
	899	916	-17
	294	346	-52
	208	189	19
	530	378	152
	2,915	1,984	931
	1,701	1,065	636
	1,500	895	605
	1,764	1,343	421
	418	227	191
	875	454	421
	1,936	1,135	801
	2,498	1,950	548
	50	40	10
	1,623	1,291	332
	1,004	697	307
	324	269	55
	393	328	65
	144	129	15
	1,201	1,208	-7
	3,365	1,814	1,551
	2,074	1,940	134
	992	598	394
	3,140	2,282	858
	2,503	1,867	636
	154	136	18
	435	488	-53
	220	244	-24
	214	221	-7
	458	845	-387
	3,274	1,339	1,935
	1,458	1,968	-510
	737	1,012	-275
	69	68	1
	474	503	-29
	476	571	-95
	33	38	-5
	288	335	-47
	380	609	-229
	1,061	980	81
	508	801	-293
	2,592	1,623	969
	3,387	2,029	1,358
	1,571	1,014	557
	1,542	1,420	122
	2,415	2,637	-222
	533	609	-76
	1,601	1,826	-225
	912	1,014	-102
	187	244	-57
	33	49	-16
	553	1,905	-1,352
	457	507	-50
	1,007	1,015	-8
	905	1,015	-110
	2,639	2,609	30
	549	441	108
	914	794	120
	886	794	92
	498	832	-334
	2,370	1,647	723
	159	172	-13
	599	858	-259
	494	237	257
	1,216	712	504
	360	237	123
	716	661	55
	774	592	182
	897	795	102
	258	227	31
	483	416	67
	1,327	661	666
	1,136	661	475
	1,122	826	296
	547	265	282
	1,098	530	568
	1,741	1,061	680
	33,489	21,909	11,580
	24,898	18,988	5,910
	5,520	4,580	940
	325	464	-139
	674	987	-313
	1,707	1,650	57
	715	629	86
	2,112	1,678	434
	985	839	146
	1,307	839	468
	405	196	209
	918	713	205
	1,019	1,038	-19
	365	346	19
	2,953	1,857	1,096
	3,717	2,226	1,491
	710	405	305
	1,783	1,012	771
	1,721	1,203	518
	159	154	5
	134	154	-20
	369	768	-399
	27	23	4
	179	159	20
	11	11
	3	4	-1
	1,284	1,688	-404
	4,512	1,839	2,673
	340	123	217
	917	368	549
	1,029	490	539
	9,497	4,415	5,082
	4,748	3,965	783
	2,490	2,042	448
	1,159	930	229
	635	986	-351
	538	400	138
	24	21	3
	689	495	194
	311	297	14
	633	330	303
	1,986	989	997
	714	1,318	-604
	444	659	-215
	314	238	76
	737	594	143
	2,203	1,783	420
	565	473	92
	4,196	4,247	-51
	434	130	304
	308	65	243
	1,792	1,418	374
	513	695	-182
	2,390	1,875	515
	534	185	349
	1,700	742	958
	675	742	-67
	737	1,829	-1,092
	1,002	997	5
	258	266	-8
	173	199	-26
	587	425	162
	210	322	-112
	1,805	3,218	-1,413
	1,532	1,524	8
	2,013	1,503	510
	1,197	1,198	-1
	2,567	8,607	-6,040
	666	2,370	-1,704
	935	577	358
	973	577	396
	825	577	248
	652	615	37
	1,331	1,584	-253
	445	245	200
	824	490	334
	2,093	1,225	868
	581	296	285
	1,290	1,051	239
	1,403	526	877
	220	132	88
	751	1,184	-433
	657	375	282
	1,372	1,126	246
	1,310	1,899	-589
	87	61	26
	311	304	7
	56	31	25
	78	61	17
	400	275	125
	360	275	85
	41	31	10
	1,143	180	963
	49	12	37
	1,020	839	181
	582	451	131
	797	977	-180
	640	286	354
	460	243	217
	2,429	2,255	174
	492	351	141
	2,196	1,872	324
	590	945	-355
	530	345	185
	1,000	689	311
	600	517	83
	1,115	1,032	83
	763	707	56
	339	376	-37
	2,186	2,761	-575
	429	372	57
	805	745	60
	382	312	70
	3,059	2,652	407
	501	616	-115
	2,443	3,090	-647
	889	819	70
	708	532	176
	2,261	2,009	252
	2,558	2,091	467
	1,558	1,200	358
	1,657	1,711	-54
	151	156	-5
	44	52	-8
	700	1,927	-1,227
	211	191	20
	1,355	1,433	-78
	511	525	-14
	428	273	155
	2,077	1,555	522
	114	105	9
	313	262	51
	24,758	15,129	9,629
	1,963	1,206	757
	919	536	383
	2,321	1,474	847
	1,939	1,309	630
	72	91	-19
	80	114	-34
	2,743	2,139	604
	1,620	1,686	-66
	1,155	1,128	27
	265	336	-71
	1,013	3,023	-2,010
	1		1

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			-308
b			2,155
c			-255
d			518
e			2,161
			299
			96
			99
			-319
			566
			337
			647
			136
			185
			40
			-651
			232
			1,158
			87
			184
			-47
			-1,744
			-30
			-256
			-25
			-347
			18
			121
			155
			92
			29
			2
			3,162
			854
			3,274
			1,431
			198
			1,969
			861
			-21
			-634
			150
			829
			1,471
			122
			4,123
			-21
			155
			48
			175
			127
			12
			-40
			-364
			-17
			-52
			19
			152
			931
			636
			605
			421
			191
			421
			801
			548
			10
			332
			307
			55
			65
			15
			-7
			1,551
			134
			394
			858
			636
			18
			-53
			-24
			-7
			-387
			1,935
			-510
			-275
			1
			-29
			-95
			-5
			-47
			-229
			81
			-293
			969
			1,358
			557
			122
			-222
			-76
			-225
			-102
			-57
			-16
			-1,352
			-50
			-8
			-110
			30
			108
			120
			92
			-334
			723
			-13
			-259
			257
			504
			123
			55
			182
			102
			31
			67
			666
			475
			296
			282
			568
			680
			11,580
			5,910
			940
			-139
			-313
			57
			86
			434
			146
			468
			209
			205
			-19
			19
			1,096
			1,491
			305
			771
			518
			5
			-20
			-399
			4
			20

			-1
			-404
			2,673
			217
			549
			539
			5,082
			783
			448
			229
			-351
			138
			3
			194
			14
			303
			997
			-604
			-215
			76
			143
			420
			92
			-51
			304
			243
			374
			-182
			515
			349
			958
			-67
			-1,092
			5
			-8
			-26
			162
			-112
			-1,413
			8
			510
			-1
			-6,040
			-1,704
			358
			396
			248
			37
			-253
			200
			334
			868
			285
			239
			877
			88
			-433
			282
			246
			-589
			26
			7
			25
			17
			125
			85
			10
			963
			37
			181
			131
			-180
			354
			217
			174
			141
			324
			-355
			185
			311
			83
			83
			56
			-37
			-575
			57
			60
			70
			407
			-115
			-647
			70
			176
			252
			467
			358
			-54
			-5
			-8
			-1,227
			20
			-78
			-14
			155
			522
			9
			51
			9,629
			757
			383
			847
			630
			-19
			-34
			604
			-66
			27
			-71
			-2,010
			1

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	89,985
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

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	1,741
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	1,741
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	3
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	1,744
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?................

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

The books are in care of bullet

John H McAdoo Telephone no. bullet

(904) 321-0797

Located at bullet

96290 Heath Point LaneFernandina BeachFL ZIP+4 bullet

32034

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)

(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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
Preston F McAdoo	Trustee President Treasurer 000.00	0
59 McCullough Road North Bennington,VT05257	Trustee President Treasurer 000.00	0
John H McAdoo	Trustee Secretary 000.00	0
96290 Heath Point Lane Fernandina Beach,FL32034	Trustee Secretary 000.00	0
Peter M Coy	Trustee 000.00	0
1867 Hickory Creek Road Faber,VA22938	Trustee 000.00	0
Timothy Emerson Coy	Trustee 000.00	0
315 Huntingdon Street Savannah,GA31401	Trustee 000.00	0
Sally Deford Buck	Trustee 000.00	0
12718 Long Green Pike Hydes,MD21082	Trustee 000.00	0
Robert B Deford III	Trustee 000.00	0
1615 Corbett Road Monkton,MD21111	Trustee 000.00	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances










Total number of other employees paid over $50,000...................

Form 990-PF (2021)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	NONE	0
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...................

1,979,928

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

75,652

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

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

2,055,580

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

2,055,580

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

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

30,834

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

2,024,746

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

101,237

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

101,237

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

1,741

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

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

1,741

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

99,496

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

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

99,496

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

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

99,496

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)

	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7		99,496
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......	31,492
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: $ 101,999
a Applied to 2020, but not more than line 2a	31,492
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.....		70,507
e Remaining amount distributed out of corpus
5 Excess distributions carryover applied to 2021.
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........		28,989
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

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).)

None

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.

None

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
African Wildlife Foundation 1100 New Jersey Ave SE Ste 900 Washington,DC20003			Unrestricted for Donees discretionary application	1,000
Baltimore Museum of Art 10 Art Museum Drive Baltimore,MD21218			Unrestricted for Donees discretionary application	1,000
Baltimore Symphony Orchestra 1212 Cathedral Street Baltimore,MD21202			Unrestricted for Donees discretionary application	1,000
Bishop's Fund Annual Appeal 55 Joy Drive South Burlington,VT05403			Unrestricted for Donees discretionary application	500
CBEC 600 Discovery Lane Grasonville,MD21638			Unrestricted for Donees discretionary application	1,000
Celebration Barn Theater 190 Stock Farm Road South Paris,ME04281			Unrestricted for Donees discretionary application	5,333
Center Stage 700 N Calvert Street Baltimore,MD21202			Unrestricted for Donees discretionary application	500
CHB PTA 55 Washington Street Montclair,NJ07942			Unrestricted for Donees discretionary application	2,000
Cheseapeake Bay Foundation 6 Herndon Avenue Annapolis,MD21403			Unrestricted for Donees discretionary application	1,500
Chesapeake Bay Trust 108 Severn Avenue Annapolis,MD21403			Unrestricted for Donees discretionary application	1,000
Citizens Against Government Waste 1100 Connecticut Ave NW Suite 650 Washington,DC20036			Unrestricted for Donees discretionary application	500
Creative Alliance 3134 Eastern Avenue Baltimore,MD21224			Unrestricted for Donees discretionary application	500
Doctors Without Borders PO Box 5030 Hagerstown,MD21741			Unrestricted for Donees discretionary application	1,000
DSWT USA 25283 Cabot Road Suite 101 Aguna Hills,CA92653			Unrestricted for Donees discretionary application	5,333
Emmanuel Episcopal Church 811 Cathedral Street Baltimore,MD21201			Unrestricted for Donees discretionary application	1,000
First Fruits Farm 20431 Middletown Road Freeland,MD21053			Unrestricted for Donees discretionary application	500
Forever Maryland 2331 Rock Spring Road Forest Hill,MD21050			Unrestricted for Donees discretionary application	1,000
Friends of Niger PO Box 452 Haverford,PA19041			Unrestricted for Donees discretionary application	1,000
Funds for John Hopkins Medicine 550 N Broadway Suite 914 Baltimore,MD21205			Unrestricted for Donees discretionary application	3,000
The Gilman School 5407 Roland Avenue Baltimore,MD21210			Unrestricted for Donees discretionary application	1,000
Humane Society Greater Savannah 7215 Sallie Mood Drive Savannah,GA31406			Unrestricted for Donees discretionary application	1,000
Judicial Watch 425 Third Street SW Suite 800 Washington,DC20024			Unrestricted for Donees discretionary application	1,000
Ladew Topiary Gardens 3535 Jarrettsville Pike Monkton,MD21111			Unrestricted for Donees discretionary application	1,000
Living Classrooms Foundation 802 S Caroline Street Baltimore,MD21231			Unrestricted for Donees discretionary application	1,000
Long Green Land Trust PO Box 5034 Glen Arm,MD21057			Unrestricted for Donees discretionary application	500
Martha's Vineyard Conservancy Society PO Box 2189 Vineyard Haven,MA02568			Unrestricted for Donees discretionary application	500
Maryland Center for History and Culture 610 Park Avenue Baltimore,MD21201			Unrestricted for Donees discretionary application	500
Maryland Public Radio WBJC-FM PO Box 22342 Baltimore,MD21203			Unrestricted for Donees discretionary application	500
John G McCullough Public Library PO Box 339 North Bennington,VT05257			Unrestricted for Donees discretionary application	2,000
Middle East Children's Alliance 1101 Eight Street Suite 100 Berkeley,CA94710			Unrestricted for Donees discretionary application	1,000
Miss Porter's School 60 Main Street Farmington,CT06032			Unrestricted for Donees discretionary application	1,000
The National Audubon Society 225 Varick Street 7th Floor New York,NY10014			Unrestricted for Donees discretionary application	500
National Trust for Historical Preservation 2600 Virginia Ave NW Suite 1100 Washington,DC20037			Unrestricted for Donees discretionary application	500
Natural Resource Defense Council 1152 15th Street NW Suite 300 Washington,DC20005			Unrestricted for Donees discretionary application	500
The Nature Conservancy 4245 N Fairfax Drive Suite 100 Arlington,VA22203			Unrestricted for Donees discretionary application	500
North Branch School 221 Mickens Road Afton,VA22920			Unrestricted for Donees discretionary application	1,000
Paul's Place 1118 Ward Street Baltimore,MD21230			Unrestricted for Donees discretionary application	2,000
Pinelands Preservation Alliance 17 Pemberton Road Southampton,NJ08088			Unrestricted for Donees discretionary application	2,000
Planned Parenthood Federation of America PO Box 97166 Washington,DC20090			Unrestricted for Donees discretionary application	3,000
Project Veritas 1214 Boston Post Road Suite 156 Mamaroneck,NY10543			Unrestricted for Donees discretionary application	1,000
Rain for the Sahel and Sahara 56 Middle Street Portsmouth,NH03801			Unrestricted for Donees discretionary application	1,000
Raritan Headwaters Association PO Box 273 Gladstone,NJ07934			Unrestricted for Donees discretionary application	1,000
Resources for Sustainable Communities 2309 Meridian Street Bellingham,WA98225			Unrestricted for Donees discretionary application	1,000
Rett Syndrome Research Trust 67 Under Cliff Road Trumbull,CT06611			Unrestricted for Donees discretionary application	1,000
St James Academy 3100 Monkton Road Monkton,MD21111			Unrestricted for Donees discretionary application	1,000
St James Episcopal Church 3100 Monkton Road Monkton,MD21111			Unrestricted for Donees discretionary application	2,000
St John Baptist Catholic Church 3-5 Houghton Street North Bennington,VT05257			Unrestricted for Donees discretionary application	1,500
St Paul's School 325 Pleasant Street Concord,NH03301			Unrestricted for Donees discretionary application	5,000
Southern Environmental Law Center 201 West Main Street Suite 14 Charlottesville,VA22902			Unrestricted for Donees discretionary application	5,500
Suzerain Capital Defense 105 Grist Mill Court Lexington,SC29072			Unrestricted for Donees discretionary application	17,833
Thomas More Society 309 W Washington Street Suite 125 Chicago,IL60606			Unrestricted for Donees discretionary application	1,000
Trinity Church Day School 12400 Manor Road Glen Arm,MD21057			Unrestricted for Donees discretionary application	500
Trout Unlimited PO Box 7400 Woolly Bugger,WV25438			Unrestricted for Donees discretionary application	1,000
The Trust for Public Land PO Box 96315 Washington,DC20090			Unrestricted for Donees discretionary application	1,000
Trustees of Princeton University New South Building Fourth Floor Princeton,NJ08544			Unrestricted for Donees discretionary application	2,000
Turning Point USA 4940 East Beverly Road Phoenix,AZ85044			Unrestricted for Donees discretionary application	1,000
University of Rochester 300 East River Road Rochester,NY14627			Unrestricted for Donees discretionary application	2,000
Village School of North Bennington 9 School Street North Bennington,VT05257			Unrestricted for Donees discretionary application	2,000
The Walters Art Museum 600 N Charles Street Baltimore,MD21201			Unrestricted for Donees discretionary application	1,000
World Wildlife Fund PO Box 97180 Washington,DC20090			Unrestricted for Donees discretionary application	2,500
St Paul's School 11152 Falls Road Brooklandville,MD21022			Unrestricted for Donees discretionary application	500
Total ................................. 3a				101,999

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	507
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	89,985
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) ..				128,329

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

128,329

(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.)
1	N/A

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:	21013554
Software Version:	21.0.5.0

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Name of Stock	End of Year Book Value	End of Year Fair Market Value
PNC Brok Acct 12-46-501-9287221	1,622,499	1,774,791

- TIN:

TY 2021 LegalFeesSchedule

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
Semmes, Bowen Semmes, PC	2,030	2,030	2,030

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Description	Amount
Adjustment of security carrying value by broker	179

- TIN:

TY 2021 OtherExpensesSchedule

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
PNC - brokerage account asset value fees/management fees	12,374
Debra Haacke - Paralegal - bookkeeping/tax prep	1,000
Semmes Bowen Semmes PC - office expenses	65

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
Wells Fargo Co. - proceeds from class action settlement	13	13	13
US Treasury - Refund income tax	1,093	1,093	1,093
PNC - reimb of expenses on converted mutual fund shares	653	653	653

- TIN:

TY 2021 TaxesSchedule

Name:

Ethel M Looram Foundation Inc

EIN:

52-6047724

Software ID:

21013554

Software Version:

21.0.5.0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
IRS Form 990PF FYE 8-31-21	1,055	1,055	1,055