Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 04-01-2021 , and ending 03-31-2022
Name of foundation
THE MARC & MATTYE SILVERMAN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)6707-C FAIRVIEW ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHARLOTTE, NC28210
A Employer identification number

56-1678118
B Telephone number (see instructions)

(704) 362-0400
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,913,723J Accounting method:
modified cash
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 15,522 15,522  
4 Dividends and interest from securities... 47,597 47,597  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,315
b Gross sales price for all assets on line 6a 1,095,464
7 Capital gain net income (from Part IV, line 2)... 119,315
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 87,186 0  
12 Total. Add lines 1 through 11........ 269,620 182,434  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,000 0   7,400
c Other professional fees (attach schedule).... Click to see attachment 14,338 14,338   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,027 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 401 0   401
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 68 0   68
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,834 14,338   7,869
25 Contributions, gifts, grants paid....... 160,714 160,714
26 Total expenses and disbursements. Add lines 24 and 25 212,548 14,338   168,583
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 57,072
b Net investment income (if negative, enter -0-) 168,096
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 293,497 356,260 356,260
2 Savings and temporary cash investments......... 300,000 200,000 205,325
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 351,743 Click to see attachment104,876 97,625
b Investments—corporate stock (attach schedule)....... 2,154,023 Click to see attachment2,335,246 3,099,265
c Investments—corporate bonds (attach schedule)....... 0 Click to see attachment159,953 155,248
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,851
Less: accumulated depreciation (attach schedule) bullet1,851      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,099,263 3,156,335 3,913,723
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,099,263 3,156,335
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,099,263 3,156,335
30 Total liabilities and net assets/fund balances (see instructions). 3,099,263 3,156,335
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,099,263
2
Enter amount from Part I, line 27a .....................
2
57,072
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,156,335
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,156,335
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,080,754   976,149 104,605
b 14,710     14,710
c
d
e
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       104,605
b       14,710
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 119,315
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,337
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,337
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,663
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,663 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNC
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMATTYE SILVERMAN Telephone no.bullet (704) 362-0400

    Located atbullet6707-C FAIRVIEW RDCHARLOTTENC ZIP+4bullet28210
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    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)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MATTYE B SILVERMAN PRESIDENT
    15.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    DEBRA L FOSTER VICE PRESIDENT
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    SHARA K SILVERMAN VICE PRESIDENT
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    LORIN L STIEFEL SECRETARY
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    MARC H SILVERMAN TREASURER
    1.00     		0 0 0
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,600,214
    b
    Average of monthly cash balances.......................
    1b
    387,282
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,987,496
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,987,496
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    59,812
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,927,684
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    196,384
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    196,384
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,337
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    16,017
    c
    Add lines 2a and 2b............................
    2c
    18,354
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    178,030
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    178,030
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    178,030
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 178,030
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 83,029
    b From 2017...... 43,702
    c From 2018...... 81
    d From 2019...... 45,352
    e From 2020...... 11,889
    f Total of lines 3a through e ........ 184,053
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 168,583
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 168,583
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 9,447 9,447
    (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 5 174,606
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		73,582
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		101,024
    10 Analysis of line 9:
    a Excess from 2017.... 43,702
    b Excess from 2018.... 81
    c Excess from 2019.... 45,352
    d Excess from 2020.... 11,889
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MATTYE B SILVERMAN
    MARC H SILVERMAN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MATTYE SILVERMAN
    6707-C FAIRVIEW ROAD
    CHARLOTTE,NC28210
    (704) 362-0400
    bThe form in which applications should be submitted and information and materials they should include:
    THERE IS NO FORMAL APPLICATION PROCESS. WRITTEN REQUESTS ARE ACCEPTED. MOST DISCRETIONARY DONATIONS ARE GIVEN PRIMARILY IN MECKLENBURG COUNTY IN CHARLOTTE, NORTH CAROLINA WITH AN EMPHASIS ON JEWISH, MEDICAL AND COMMUNITY HUMAN SERVICE AND ARTISTIC NEEDS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A CHILD'S PLACE
    601 E 5TH ST 130
    CHARLOTTE,NC28202     		N/A PC COMMUNITY 250
    ALEXANDER CHILDREN'S CENTER
    6220 THERMAL ROAD
    CHARLOTTE,NC28211     		N/A PC COMMUNITY 500
    AMERICAN FRIENDS OF MAGEN DAVID ADOM
    3300 PGA BLVD STE 970
    PALM BEACH GARDENS,FL33410     		N/A PC JEWISH 250
    AMERICAN SOCIETY FOR YAD VASHEM
    500 5TH AVE 42
    NEW YORK,NY10110     		N/A PC JEWISH 100
    ANTI-DEFAMATION LEAGUE
    605 THIRD AVENUE
    NEW YORK,NY101583650     		N/A PC COMMUNITY 250
    ARTS & SCIENCE COUNCIL
    227 W TRADE STREET
    CHARLOTTE,NC28202     		N/A PC ARTS 1,000
    ATRIUM HEALTH FOUNDATION
    PO BOX 32861
    CHARLOTTE,NC282322861     		N/A PC MEDICAL 360
    AUGUSTINE LITERACY PROJECT
    115 W 7TH ST
    CHARLOTTE,NC28202     		N/A PC EDUCATION 1,000
    BIRTHRIGHT ISRAEL FOUNDATION
    4610 BELLAIRE BOULEVARD
    BELLAIRE,TX77401     		N/A PC JEWISH 100
    BLUMENTHAL PERFORMING ARTS CENTER
    130 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC ARTS 2,500
    CARING BRIDGE
    1715 YANKEE DOODLE ROAD SUITE 301
    EAGAN,MN55121     		N/A PC MEDICAL 100
    CHABAD OF CHARLESTON
    734 YORK ST
    MT PLEASANT,SC29464     		N/A PC JEWISH 540
    CHARITY WATCH
    2545 WEST DIVERSEY AVENUE SUITE 253
    CHICAGO,IL60657     		N/A PC CHARITY 100
    CHARLOTTE BALLET
    701 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC ARTS 250
    CHARLOTTE BILINGUAL PRESCHOOL
    6300 HIGHLAND AVE
    CHARLOTTE,NC28215     		N/A PC EDUCATION 250
    CHARLOTTE COUNTRY DAY SCHOOL
    1440 CARMEL ROAD
    CHARLOTTE,NC28226     		N/A PC EDUCATION 21,000
    CHARLOTTE JEWISH DAY SCHOOL
    PO BOX 79180
    CHARLOTTE,NC28271     		N/A PC JEWISH 500
    CHARLOTTE JEWISH FILM FESTIVAL
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 125
    CHARLOTTE MECKLENBURG LIBRARY FOUNDATION
    310 N TRYON STREET
    CHARLOTTE,NC28202     		N/A PC COMMUNITY 100
    CHILD CARE RESOURCES
    4601 PARK ROAD SUITE 500
    CHARLOTTE,NC28209     		N/A PC ACADEMIC 1,000
    COMMUNITIES IN SCHOOLS
    2345 CRYSTAL DRIVE STE 700
    ARLINGTON,VA22202     		N/A PC EDUCATION 500
    COMMUNITY BUILDING INSTITUTE
    127 S HIGHLAND ST
    ARLINGTON,VA22204     		N/A PC COMMUNITY 600
    CPCC SCHOLARSHIP FOUNDATION
    PO BOX 35009
    CHARLOTTE,NC28235     		N/A PC EDUCATION 200
    CRANIOFACIAL CHILDREN FOUNDATION
    1719 SOUTH BLVD STE B
    CHARLOTTE,NC28203     		N/A PC MEDICAL 250
    CRISIS ASSISTANCE MINISTRY
    500-A SPRATT STREET
    CHARLOTTE,NC28206     		N/A PC COMMUNITY 1,000
    DISCOVERY PLACE & THE NATURE MUSEUM
    301 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC ARTS 1,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY10006     		N/A PC MEDICAL 500
    DRESS FOR SUCCESS
    32 EAST 31ST STREET 7TH FLOOR
    NEW YORK,NY10016     		N/A PC COMMUNITY 180
    DUKE BRAIN TUMOR CENTER
    DUMC 3828
    DURHAM,NC27710     		N/A PC MEDICAL 10,000
    FOUNDATION OF SHALOM PARK
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 250
    FREEDOM SCHOOL PARTNERS
    PO BOX 37363
    CHARLOTTE,NC28237     		N/A PC ACADEMIC 360
    GOOD FRIENDS
    4600 PARK ROAD SUITE 300
    CHARLOTTE,NC28209     		N/A PC COMMUNITY 585
    HADASSAH
    4100 ROTUNDA ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 970
    HEBREW CEMETERY ASSOCIATION OF CHARLOTTE INC
    PO BOX 35129
    CHARLOTTE,NC28235     		N/A PC JEWISH 108
    HIAS
    1300 SPRING ST STE 500
    SILVER SPRING,MD20910     		N/A PC JEWISH 500
    HOSPICE & PALLIATIVE CARE CHARLOTTE REGION
    7845 LITTLE AVENUE
    CHARLOTTE,NC28226     		N/A PC MEDICAL 100
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVE
    CHARLOTTE,NC28203     		N/A PC COMMUNITY 100
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PC CHARITY 500
    ISRAEL SPORT CENTER FOR THE DISABLED
    ONE NORTHFIELD PLAZA STE 300
    NORTHFIELD,IL60093     		N/A PC JEWISH 252
    JAMIE KIMBLE FOUNDATION FOR COURAGE
    1850 E 3RD ST STE 110
    CHARLOTTE,NC28204     		N/A PC COMMUNITY 500
    JEWISH EDUCATIONAL LOAN FUND
    4549 CHAMBLEE DUNWOODY RD
    ATLANTA,GA30338     		N/A PC JEWISH 360
    JEWISH FAMILY SERVICES
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 1,000
    JEWISH FEDERATION OF GREATER CHARLOTTE
    5007 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 28,952
    JOE MARTIN ALS FOUNDATION
    100 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC MEDICAL 180
    KINDER-MOURN INC
    1320 HARDING PL
    CHARLOTTE,NC28204     		N/A PC COMMUNITY 150
    LEARNING SOCIETY OF QUEENS COLLEGE
    1900 SELWYN AVENUE
    CHARLOTTE,NC28207     		N/A PC ACADEMIC 1,500
    LEVINE MUSEUM OF THE NEW SOUTH
    200 E SEVENTH STREET
    CHARLOTTE,NC28202     		N/A PC ARTS 250
    LEVINE-SKLUT JUDAIC LIBRARY
    5007 PROVIDENCE RD 107
    CHARLOTTE,NC28226     		N/A PC JEWISH 100
    LOAVES AND FISHES
    PO BOX 11234
    CHARLOTTE,NC28220     		N/A PC COMMUNITY 1,250
    MARCH OF DIMES
    7506 E INDEPENDENCE BLVD 114
    CHARLOTTE,NC28227     		N/A PC MEDICAL 50
    MEMORY CENTER CHARLOTTE
    300 BILLINGSLEY RD STE 108
    CHARLOTTE,NC28211     		N/A PC GENERAL SUPPORT 100
    MINT MUSEUM
    2730 RANDOLPH ROAD
    CHARLOTTE,NC28207     		N/A PC ARTS 2,400
    MISTY MEADOWS MITEY RIDERS INC
    455 PROVIDENCE ROAD SOUTH
    WEDDINGTON,NC28173     		N/A PC MEDICAL 252
    NC JUSTICE CENTER
    224 S DAWSON ST
    RALEIGH,NC27601     		N/A PC CHARITY 100
    NC MEDASSIST
    601 E 5TH ST SUITE 350
    CHARLOTTE,NC28202     		N/A PC MEDICAL 500
    NORTH CAROLINA HILLEL
    210 W CAMERON AVE
    CHAPEL HILL,NC27516     		N/A PC JEWISH 254
    NORTH CAROLINA THERAPEUTIC RIDING CENTER
    4705 NICKS RD
    MEBANE,NC27302     		N/A PC CHARITY 180
    PARKINSON ASSOCIATION OF THE CAROLINAS
    1515 MOCKINGBIRD LANE 1055
    CHARLOTTE,NC28209     		N/A PC MEDICAL 150
    PAT'S PLACE CHILD ADVOCACY CENTER
    901 EAST BLVD
    CHARLOTTE,NC28203     		N/A PC COMMUNITY 500
    PBS NORTH CAROLINA
    10 UNC-TV DRIVE
    RESEARCH TRIANGLE PARK,NC27709     		N/A PC COMMUNITY 250
    PHI BETA KAPPA
    1606 NEW HAMPSHIRE AVE NW
    WASHINGTON,DC200092512     		N/A PC ACADEMIC 36
    PLANNED PARENTHOOD
    4822 ALBEMARLE ROAD
    CHARLOTTE,NC28205     		N/A PC MEDICAL 8,500
    QUEEN'S UNIVERSITY OF CHARLOTTE
    1900 SELWYN AVE
    CHARLOTTE,NC28274     		N/A PC ACADEMIC 18,930
    READING PARTNERS OF SC
    180 GRAND AVE
    OAKLAND,CA94612     		N/A PC EDUCATION 250
    REFUGEE SUPPORT SERVICES OF THE CAROLINAS
    3601 CENTRAL AVE
    CHARLOTTE,NC282055637     		N/A PC COMMUNITY 250
    ROOF ABOVE
    PO BOX 36471
    CHARLOTTE,NC28236     		N/A PC COMMUNITY 15,000
    SECOND HARVEST FOOD BANK OF METROLINA INC
    500 SPRATT ST STE B
    CHARLOTTE,NC28206     		N/A PC COMMUNITY 360
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A PC COMMUNITY 500
    SPECIAL OLYMPICS NORTH CAROLINA
    2200 GATEWAY CENTRE BLVD STE 201
    MORRISVILLE,NC275609122     		N/A PC MEDICAL 250
    SPOLETO FESTIVAL USA
    14 GEORGE ST
    CHARLESTON,SC29401     		N/A PC ARTS 2,000
    TEEN HEALTH CONNECTION
    3541 RANDOLPH RD 206
    CHARLOTTE,NC28211     		N/A PC MEDICAL 360
    TEMPLE BETH EL
    5101 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 4,072
    TEMPLE ISRAEL
    4901 PROVIDENCE ROAD
    CHARLOTTE,NC28226     		N/A PC JEWISH 14,484
    TREES CHARLOTTE FOUNDATION
    701 TUCKASEEGEE ROAD
    CHARLOTTE,NC28208     		N/A PC COMMUNITY 1,000
    UNC CENTER FOR PUBLIC TELEVISION
    PO BOX 14900
    RESEARCH TRIANGLE PARK,NC27709     		N/A PC PUBLIC TELEVISION 250
    UNITED STATES HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PL SW
    WASHINGTON,DC20024     		N/A PC JEWISH 108
    UNITED WAY OF CENTRAL CAROLINAS INC
    601 E 5TH STE 220
    CHARLOTTE,NC28215     		N/A PC COMMUNITY 1,000
    WFAE
    8801 JM KEYNES DR SUITE 91
    CHARLOTTE,NC28262     		N/A PC COMMUNITY 2,000
    WOMEN'S IMPACT FUND
    217 S TRYON ST
    CHARLOTTE,NC28202     		N/A PC COMMUNITY 1,800
    WORLD JEWISH CONGRESS
    PO BOX 90400
    WASHINGTON,DC20090     		N/A PC JEWISH 54
    WOUNDED WARRIORS FAMILY SUPPORT
    112 JOHN GALT BLVD STE 103
    OMAHA,NE68137     		N/A PC CHARITY 250
    BOYS AND GIRLS CLUB OF WASHINGTON COUNTY
    805 PENNSYLVANIA AVENUE
    HAGERSTOWN,MD21742     		N/A PC COMMUNITY 36
    FOUNDATION FOR THE CHARLOTTE JEWISH COMMUNITY
    220 N TRYON ST
    CHARLOTTE,NC28202     		N/A PC JEWISH 300
    FRIENDSHIP CIRCLE
    6892 W MAPLE RD
    W BLOOMFIELD,MI48322     		N/A PC GENERAL SUPPORT 180
    MICHAEL J FOX FOUNDATION FOR PARKINSON'S RESEARCH
    PO BOX 4777
    NEW YORK,NY10163     		N/A PC MEDICAL 250
    CHARLOTTE NEUROSCIENCE ASSOCIATION INC
    411 BILLINGSLEY RD STE 103
    CHARLOTTE,NC28211     		N/A PC MEDICAL 250
    YOURS TRULY NEEDLEPOINT
    3802 COLUMBINE CIRCLE
    CHARLOTTE,NC28211     		N/A NC GENERAL SUPPORT 36
    YWCA CENTRAL CAROLINAS
    3420 PARK RD
    CHARLOTTE,NC28209     		N/A PC COMMUNITY 1,000
    Total .................................bullet 3a 160,714
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 15,522  
    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 ............     		    18 119,315  
    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) .. 87,186 182,434 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    269,620
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RETURN PREP/TAX COMPLIANCE 9,000 0   7,400

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BANK OF AMERICA 33,632 32,574
    DUKE ENERGY CORP 20,359 20,243
    HONEYWELL INERN 19,498 19,188
    JPMORGAN CHASE BA 25,000 22,226
    THE HOME DEPOT 20,755 20,313
    TRUIST FINL CORP 20,351 20,340
    WELLS FARGO & CO 20,358 20,364

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 24,434 22,332
    ABBOTT LABORATORIES 68,100 71,016
    ABBVIE INC 82,957 139,089
    ALPHABET INC VOTING CAP STK CL A 67,761 152,974
    AMAZON COM INC 36,724 114,098
    AMGEN INC 106,110 114,139
    APPLE INC 24,059 151,561
    BECTON DICKINSON & CO 58,494 66,500
    CARRIER GLOBAL CORP 19,096 22,935
    CHEVRON CORPORATION 7,660 12,864
    CISCO SYSTEMS INC 60,461 93,008
    COLGATE-PALMOLIVE CO 24,969 22,749
    DOLLAR GENERAL CORP 42,600 44,526
    DUKE ENERGY CORP 24,894 27,915
    EXXON MOBIL CORP 9,841 10,819
    HOME DEPOT INC 91,973 104,167
    HONEYWELL INTL INC 36,620 38,916
    JOHNSON & JOHNSON 77,659 101,553
    MASTERCARD INC 78,963 89,345
    MCDONALDS CORP 32,370 37,092
    META PLATFORMS INC 41,429 44,917
    MICROSOFT CORP 26,355 135,040
    NETFLIX INC 17,939 18,730
    NIKE INC 38,934 40,368
    NVIDIA CORP 68,834 136,430
    PAYPAL HOLDINGS INCORPOR 61,010 34,695
    PEPSICO INCORPORATED 21,013 27,283
    PROCTER & GAMBLE CO 21,722 29,032
    SALESFORCE COM 77,874 63,696
    SOUTHERN COMPANY 24,664 30,092
    THE COCA-COLA CO 34,997 44,826
    UNITED PARCEL SRVC 24,569 32,169
    VERIZON COMMUNICATIONS COM 56,561 52,417
    WALMART INC 20,489 28,890
    WALT DISNEY CO 65,683 68,580
    ARK INNOVATION ETF 80,778 49,718
    FIRST TRUST NASDAQ 72,420 106,220
    GLOBAL X US INFRA 63,739 84,840
    INVSC SP 500 EQUAL 54,837 57,828
    ISHARES CORE S&P MID CAP ETF 25,379 33,543
    ISHARES IBONDS DEC 2022 50,280 50,080
    ISHARES PREFERRED INCOME 114,942 109,260
    SELECT SECTOR INDUSTRIAL SPDR ETF 16,252 20,596
    SELECT SECTOR UTI SELECT SPDR ETF 38,580 44,676
    VANGUARD SHRT INF PROT 76,957 76,815
    AQR SMALL CAP MULTI-STYL E I 50,000 62,349
    FEDERATED HERMES KAUFMAN N SMALL CAP IS 39,391 47,547
    VANGUARD DIVIDEND GROWTH INV 71,022 125,123
    CROWN CASTLE INTERNATIONAL CORP 2,851 5,907

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    US Government Securities - End of Year Book Value:

    104,876
    US Government Securities - End of Year Fair Market Value:

    97,625
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 OtherExpensesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSES 68 0   68


    TY 2021 OtherIncomeSchedule2
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 INCOME 7,350 0 7,350
    751 GAIN 79,836 0 79,836


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 14,338 14,338   0


    TY 2021 TaxesSchedule
    Name:
    THE MARC & MATTYE SILVERMAN FAMILY
     
    FOUNDATION
    EIN:
    56-1678118
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 28,027 0   0