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 01-01-2021 , and ending 12-31-2021
Name of foundation
TRUE HOMES FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)2649 BREKONRIDGE CENTRE DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MONROE, NC28110
A Employer identification number

82-2936594
B Telephone number (see instructions)

(980) 313-3253
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ...
bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$2,291,909
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 1,698,447
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,698,447 0  
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).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 3,437 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,437 0   0
25 Contributions, gifts, grants paid....... 872,628 872,628
26 Total expenses and disbursements. Add lines 24 and 25 876,065 0   872,628
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 822,382
b Net investment income (if negative, enter -0-) 0
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............. 1,354,072 2,109,353 2,109,353
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet52,000
Less: allowance for doubtful accounts bullet     52,000 52,000
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.............. 130,555 130,556 130,556
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
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 bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,484,627 2,291,909 2,291,909
Liabilities 17 Accounts payable and accrued expenses.......... 15,100  
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)......... 15,100 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........... 1,469,527 2,291,909
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,469,527 2,291,909
30 Total liabilities and net assets/fund balances (see instructions). 1,484,627 2,291,909
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
1,469,527
2
Enter amount from Part I, line 27a .....................
2
822,382
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,291,909
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
2,291,909
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.)
1a
b
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
b
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
b
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  
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 0
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 0
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
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 0
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 ofbulletSTEVE SWEETSER Telephone no.bullet (980) 313-3253

    Located atbullet2649 BREKONRIDGE DRIVEMONROENC ZIP+4bullet28110
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
    Yes
     
    (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
    Yes
     
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    G DAVID CUTHERBERSTON BOARD CHAIR
    0.00
    0 0 0
    2649 BREKONRIDGE CENTRE DRIVE
    MONROE,NC28110
    MARK W BOYCE VICE PRESIDENT/SECRETARY
    0.00
    0 0 0
    2649 BREKONRIDGE CENTRE DRIVE
    MONROE,NC28110
    DANIEL HORNER PRESIDENT
    0.00
    0 0 0
    2649 BREKONRIDGE CENTRE DRIVE
    MONROE,NC28110
    STEVE SWEETSER TREASURER
    0.00
    0 0 0
    2649 BREKONRIDGE CENTRE DRIVE
    MONROE,NC28110
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    1,790,714
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,790,714
    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
    1,790,714
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    26,861
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,763,853
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    88,193
    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
    88,193
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    88,193
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    88,193
    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
    88,193
    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 88,193
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 207,117
    e From 2020...... 643,781
    f Total of lines 3a through e ........ 850,898
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 872,628
    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..... 88,193
    e Remaining amount distributed out of corpus 784,435
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,635,333
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,635,333
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 207,117
    d Excess from 2020.... 643,781
    e Excess from 2021.... 784,435
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    809 FOUNDATION
    PO BOX 1595
    FT MILL,SC29716
      PC GENERAL SUPPORT 200
    ALZHEIMER'S FOUNDATION
    225 N MICHIGAN AVE
    CHICAGO,IL60601
      PC GENERAL SUPPORT 1,400
    AMERICAN HEART ASSOCATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
      PC GENERAL SUPPORT 400
    APPALACHIAN SERVICE PROJECT
    4523 BRISTOL HWY
    JOHNSON CITY,TN37601
      PC GENERAL SUPPORT 100
    APPLIED FAMILY SERVICES OF WINSTON-SALEM
    1000 YORKSHIRE ROAD
    WINSTON SALEM,NC27106
      PC GENERAL SUPPORT 1,000
    ATRUIM HEALTH FOUNDATION
    208 EAST BLVD
    CHARLOTTE,NC28203
      PC GENERAL SUPPORT 100
    AUGUSTINE LITERACY PROJECT
    115 WEST 7TH STREET
    CHARLOTTE,NC28202
      PC GENERAL SUPPORT 1,000
    AUTISM SPEAKS
    1060 STATE ROAD
    PRINCETON,NJ08540
      PC GENERAL SUPPORT 657
    BACKPACK MINISTRIES
    PO BOX 702
    INDIAN TRAIL,NC28079
      PC GENERAL SUPPORT 240
    BETHEL VOLUNTEER FIRE RESCUE ASSOCIATION
    6240 OAKRIDGE ROAD
    CLOVER,SC29710
      PC GENERAL SUPPORT 1,000
    BLACK MOUNTAIN CHILDRENS HOME
    80 LAKE EDEN ROAD
    BLACK MOUNTAIN,NC28711
      PC GENERAL SUPPORT 1,000
    BLESSINGS OF JOY INC
    6910 S YORKTOWN AVE 701143
    TULSA,OK74170
      PC GENERAL SUPPORT 1,000
    BLUE RIDGE BOXER CLUB
    PO BOX 1855
    HICKORY,NC28603
      PC GENERAL SUPPORT 400
    BOB WOODRUFF FOUNDATION
    1350 BROADWAY STE 905
    NEW YORK,NY10018
      PC GENERAL SUPPORT 600
    TROOP 277 ALUMNI ASSOCIATION
    1694 BIRD STREET
    ROCK HILL,SC29732
      PC GENERAL SUPPORT 1,000
    BRIDGE OVER TROUBLED WATER
    47 WEST STREET
    BOSTON,MA02111
      PC GENERAL SUPPORT 400
    BRIGHT BLESSINGS
    1150 CREWS RD STE C
    MATTHEWS,NC28105
      PC GENERAL SUPPORT 500
    CAMERON'S HOUSE OF HOPE
    732 INDIAN TRAIL FAIRVIEW ROAD
    INDIAN TRAIL,NC28079
      PC GENERAL SUPPORT 200
    CAMP VICTORY
    363 VICTORY CIRCLE
    SAMSON,AL36477
      PC GENERAL SUPPORT 300
    CHILD EVANGELISM FELLOWSHIP
    431 CAMPGROUND ROAD
    LIVERMORE FALLS,ME04254
      PC GENERAL SUPPORT 1,000
    CLOVER AREA ASSISTANCE CENTER
    1130 HIGHWAY 55 E
    CLOVER,SC29710
      PC GENERAL SUPPORT 1,000
    COMBAT WARRIORS NC CHAPTER
    PO BOX 1857
    WAKE FOREST,NC27588
      PC GENERAL SUPPORT 1,000
    COMMON HEART
    PO BOX 2761
    INDIAN TRAIL,NC28079
      PC GENERAL SUPPORT 1,000
    CRISIS ASSISTANCE MINISTRY
    500-B SPRATT STREET
    CHARLOTTE,NC28206
      PC GENERAL SUPPORT 100
    CYSTIC FIBROSIS FOUNDATION
    4550 MONTGOMERY AVE
    BETHESDA,MD20814
      PC GENERAL SUPPORT 1,400
    DANNY DID FOUNDATION
    3008 CENTRAL STREET SUITE 203
    EVANSTON,IL60201
      PC GENERAL SUPPORT 1,000
    DELTA GAMMA FOUNDATION
    3250 RIVERSIDE DRIVE
    COLUMBUS,OH43221
      PC GENERAL SUPPORT 200
    DREAM ON 3
    4311 SCHOOL HOUSE COMMONS RD
    HARRISBURG,NC28075
      PC GENERAL SUPPORT 400
    EMBRACE KIDS FOUNDATION
    121 SOMERSET STREET
    BRUNSWICK,NJ08901
      PC GENERAL SUPPORT 100
    EVERYTOWN FOR GUN SAFETY
    PO BOX 3886
    NEW YORK,NY10163
      PC GENERAL SUPPORT 1,000
    FEED NC
    275 SOUTH BROAD STREET
    MOORESVILLE,NC28115
      PC GENERAL SUPPORT 1,000
    FORGOTTEN ANGELS FLORIDA
    3604 LITTLE STEARNS ROAD
    VALRICO,FL33596
      PC GENERAL SUPPORT 200
    FORSYTH HUMANE SOCIETY
    5570 STURMER PARK CIRCLE
    WINSTON SALEM,NC27105
      PC GENERAL SUPPORT 1,000
    FRIENDS OF YORK COUNTY
    PO BOX 304
    YORK,SC29745
      PC GENERAL SUPPORT 500
    GARY SINESE FOUNDATION
    PO BOX 368
    WOODLAND HILLS,CA91365
      PC GENERAL SUPPORT 500
    GIFT OF ADOPTION
    PO BOX 567
    TECHNY,IL60082
      PC GENERAL SUPPORT 1,000
    GIRLS ON THE RUN
    1930 WEDDINGTON ROAD
    WEDDINGTON,NC28104
      PC GENERAL SUPPORT 1,000
    GO JEN GO FOUNDATION
    7814 FAIRVIEW ROAD 217
    CHARLOTTE,NC28226
      PC GENERAL SUPPORT 200
    GOODHEAR MINISTRIES
    PO BOX 550
    KERNERSVILLE,NC27285
      PC GENERAL SUPPORT 1,000
    GRACIOUS HANDS TRANSITIONAL
    3131 ONEIDA ROAD
    CHARLOTTE,NC28269
      PC GENERAL SUPPORT 300
    GROUND 40
    303 DALE STREET
    MONROE,NC28112
      PC GENERAL SUPPORT 1,000
    HANDS FOR HOLLY
    PO BOX 49202
    CHARLOTTE,NC28277
      PC GENERAL SUPPORT 480
    HEARTS FOR SUMMERVILLE
    PO BOX 50182
    SUMMERVILLE,SC29485
      PC GENERAL SUPPORT 1,000
    H F HELP CORPORATION
    PO BOX 90
    LADSON,SC29456
      PC GENERAL SUPPORT 1,000
    HOSKINS PARK MINISTRIES
    PO BOX 667821
    CHARLOTTE,NC28266
      PC GENERAL SUPPORT 1,000
    HOUSE OF PEARLS
    PO BOX 516
    MONROE,NC28111
      PC GENERAL SUPPORT 1,000
    HUMANE SOCIETY OF CHARLOTTE
    2700 TOOMEY AVENUE
    CHARLOTTE,NC28203
      PC GENERAL SUPPORT 1,000
    HUMANE SOCIETY OF CONCORD
    590 CRESTMONT DR
    CONCORD,NC28025
      PC GENERAL SUPPORT 1,000
    INDIANA LEGAL SERVICES
    151 N DELAWARE STREET
    INDIANAPOLIS,IN46204
      PC GENERAL SUPPORT 1,000
    JESUS CARES MINISTRY
    337 S MERIDIAN ST
    BELLE PLAINE,MN56011
      PC GENERAL SUPPORT 200
    KIDS HEART CHALLENGE
    7272 GREENVILLE AVE
    DALLAS,TX75231
      PC GENERAL SUPPORT 200
    LANCASTER CHILDREN'S HOME
    1240 CHILDREN AVENUE
    LANCASTER,SC29720
      PC GENERAL SUPPORT 1,000
    LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 22443
    NEW YORK,NY10087
      PC GENERAL SUPPORT 1,000
    LIBBY AND MACE'S PLACE
    PO BOX 2146
    MT PLEASANT,SC29465
      PC GENERAL SUPPORT 1,000
    LIFELINE CHILDREN'S SERVICES
    100 MISSIONARY RIDGE
    BIRMINGHAM,AL35242
      PC GENERAL SUPPORT 1,000
    LOUDOUN SERENITY HOUSE
    PO BOX 1014
    LEESBURG,VA20177
      PC GENERAL SUPPORT 1,000
    LOVE LIKE LAUREN FOUNDATION
    9116 BUTTERFLY COURT
    GASTONIA,NC28056
      PC GENERAL SUPPORT 1,000
    LUCKY DOG ANIMAL RESCUE
    5159 LEE HWY
    ARLINGTON,VA22207
      PC GENERAL SUPPORT 1,100
    MAKE-A-WISH
    217 E TREMONT AVE
    CHARLOTTE,NC28203
      PC GENERAL SUPPORT 2,200
    MARCH OF DIMES
    1550 CRYSTAL DRIVE
    ARLINGTON,VA22202
      PC GENERAL SUPPORT 1,000
    MATTHEWS FREE MEDICAL CLINIC
    196 S TRADE ST
    MATTHEWS,NC28105
      PC GENERAL SUPPORT 1,000
    MERCY HOUSE
    2308 LAUREL VALLEY WAY
    RALEIGH,NC27604
      PC GENERAL SUPPORT 832
    MIRAVIA
    3737 WEONA AVE
    CHARLOTTE,NC28209
      PC GENERAL SUPPORT 1,000
    MISSAUKEE COUNTY COMMISSION
    2170 SOUTH MOREY ROAD
    LAKE CITY,MI49651
      PC GENERAL SUPPORT 1,000
    MISSIONARIES OF THE POOR
    PO BOX 29893
    ATLANTA,GA30359
      PC GENERAL SUPPORT 1,000
    NATIONAL KIDNEY FOUNDATION
    7413 SIX FORKS ROAD 255
    RALEIGH,NC27615
      PC GENERAL SUPPORT 100
    NEW STORY INC
    182 HOWARD ST 101
    SAN FRANCISCO,CA94105
      PC GENERAL SUPPORT 1,000
    NO KID HUNGRY
    PO BOX 75475
    BALTIMORE,MD21275
      PC GENERAL SUPPORT 200
    NO LIMITS FOUNDATION
    265 CENTRE ROAD
    WALES,ME04280
      PC GENERAL SUPPORT 1,000
    NORTH MECKLENBURG ANIMAL
    PO BOX 9102
    CHARLOTTE,NC28299
      PC GENERAL SUPPORT 500
    OPERATION PHANTOM SUPPORT
    401 N 8TH STREET
    KILLEEN,TX76541
      PC GENERAL SUPPORT 1,000
    OPERATION REACH OUT
    PO BOX 403
    MONROE,NC28111
      PC GENERAL SUPPORT 200
    OUR LITTLE ROSES FOREIGN
    PO BOX 530947
    MIANI SHORES,FL33153
      PC GENERAL SUPPORT 1,000
    PATRIOTS PATH
    PO BOX 473791
    CHARLOTTE,NC28247
      PC GENERAL SUPPORT 200
    PAVILLON INTERNATIONAL
    241 PAVILLON PL
    MILL SPRING,NC28756
      PC GENERAL SUPPORT 400
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090
      PC GENERAL SUPPORT 140
    PROVEN MEN
    2306 BEDFORD AVE 7D
    LYNCHBURG,VA24503
      PC GENERAL SUPPORT 1,000
    PURPLE HEART HOMES
    755 WASHINGTON AVE
    STATESVILLE,NC28677
      PC GENERAL SUPPORT 200
    PUSH FOR EMPOWERED
    34 QUICKS LANE
    KATONAH,NY10536
      PC GENERAL SUPPORT 1,000
    QUEEN CITY UNITY
    11231 QUIET WOOD CT
    CHARLOTTE,NC28277
      PC GENERAL SUPPORT 1,000
    RAIN
    601 E 5TH STREET STE 470
    CHARLOTTE,NC28202
      PC GENERAL SUPPORT 400
    RENDED HEART
    PO BOX 321
    GRANDVIEW,MO64030
      PC GENERAL SUPPORT 600
    RYZABOVE FITNESS
    12516 HENIGAN PLACE LANE
    CHARLOTTE,NC28214
      PC GENERAL SUPPORT 1,320
    SAMARITAN'S PURSE
    PO BOX 3000
    BOONE,NC28607
      PC GENERAL SUPPORT 100
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST STE 400
    FAIRFIELD,CT06825
      PC GENERAL SUPPORT 100
    SAVE THE OCEAN
    4210 VIA MARINA APT 146
    MARINA DEL REY,CA90292
      PC GENERAL SUPPORT 1,000
    SOUTH CAROLINA STATE GUARD & OPERATIONS SUPPORT FOUNDATION
    1000 JOHNNIE DODDS BD BX 132 NO 1
    MT PLEASANT,SC29464
      PC GENERAL SUPPORT 1,000
    SECOND HARVEST FOOD BANK
    500B SPRATT STREET
    CHARLOTTE,NC28206
      PC GENERAL SUPPORT 1,200
    SKATES 2 SCHOLARS
    15136 CASTLEBRIDGE LANE
    MATTEWS,NC28104
      PC GENERAL SUPPORT 1,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
      PC GENERAL SUPPORT 1,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105
      PC GENERAL SUPPORT 2,200
    STAND FOR ANIMALS
    325 ROLLING HILL ROAD
    MOORESVILLE,NC28117
      PC GENERAL SUPPORT 1,000
    SUMMIT MINISTRIES
    941 OSAGE AVENUE
    MANITOU SPRINGS,CO80829
      PC GENERAL SUPPORT 400
    SUSAN G KOMEN BREAST CANCER FOUNDATION
    13770 NOEL ROAD
    DALLAS,TX75380
      PC GENERAL SUPPORT 1,000
    THE FOOD BANK OF CENTRAL & EASTERN NC
    1924 CAPITAL BLVD
    RALEIGH,NC27604
      PC GENERAL SUPPORT 1,000
    THE LEUKEMIA & LYMPHOMA SOCIETY
    PO BOX 2234
    NEW YORK,NY10087
      PC GENERAL SUPPORT 1,200
    THE MASONIC HOME FOR CHILDREN AT OXFORD
    600 COLLEGE STREET
    OXFORD,NC27565
      PC GENERAL SUPPORT 400
    THE NATURE CONSERVANCY
    4245 N FAIRFAX DR STE 100
    ALRINGTON,VA22203
      PC GENERAL SUPPORT 100
    THE ROC CHARLOTTE
    1335 ALLEGHANY STREET
    CHARLOTTE,NC28208
      PC GENERAL SUPPORT 1,000
    THE TREVOR PROJECT
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
      PC GENERAL SUPPORT 180
    THE VOICE OF THE MARTYRS
    1815 SE BISON RD
    BARTLESVILLE,OK74006
      PC GENERAL SUPPORT 300
    THE WATER PROJECT
    17 DEPOT STREET
    CONCORD,NH33301
      PC GENERAL SUPPORT 1,000
    TURNING POINT
    PO BOX 952
    MONROE,NC28111
      PC GENERAL SUPPORT 1,200
    UNION COUNTY HUMANE SOCIETY
    PO BOX 101
    MONROE,NC28111
      PC GENERAL SUPPORT 1,300
    UNITED BREAST CANCER FOUNDATION
    PO BOX 2421
    HUNTINGTON,NY11743
      PC GENERAL SUPPORT 500
    UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC
    225 WEST VINE STREET
    MILWAUKEE,WI53212
      PC GENERAL SUPPORT 200
    VAN WYCK ELEMENTARY SCHOOL PTO
    4945 CHARLOTTE HWY
    LANCASTER,SC29720
      PC GENERAL SUPPORT 360
    VETERAN TICKETS FOUNDATION
    1255 W RIO SALADO PARKWAY
    TEMPE,AZ85281
      PC GENERAL SUPPORT 200
    VETS TO VETS UNITED
    1311 ELMIRA AVE
    DURHAM,NC27707
      PC GENERAL SUPPORT 1,000
    V M I KEYDET CLUB
    PO BOX 932
    LEXINGTON,VA24450
      PC GENERAL SUPPORT 1,000
    WATCHTOWER BIBLE
    900 RED MILLS ROAD
    WALLKILL,NY12589
      PC GENERAL SUPPORT 1,000
    WATER FOR LIFE
    2627 BREKONRIDGE CENTRE DRIVE
    MONROE,NC28110
      PC GENERAL SUPPORT 1,000
    WINGS FOR KIDS
    476 MEETING STREET STE E
    CHARLESTON,SC29403
      PC GENERAL SUPPORT 400
    WORLD CENTRAL KITCHEN
    655 NEW YORK AVE NW
    WASHINGTON,DC20001
      PC GENERAL SUPPORT 200
    WOUNDED WARRIOR PROJECT
    4899 BELFORT ROAD STE 300
    JACKSONVILLE,FL62256
      PC GENERAL SUPPORT 600
    WRENS VILLAGE
    1750 HWY 160 WEST
    FORT MILL,SC29708
      PC GENERAL SUPPORT 200
    YOUNG GENTS SOCIETY
    1305 LORING AVENUE
    BROOKLYN,NY11208
      PC GENERAL SUPPORT 1,000
    ZAB'S PLACE
    100 N TRADE STREET
    MATTEWS,NC28105
      PC GENERAL SUPPORT 200
    JOHN AND VERA MAE PERKINS FOUNDATION
    PO BOX 10773
    JACKSON,MS39289
      PC GENERAL SUPPORT 30,000
    BUILDERS BRIDGE
    2649 BREKONRIDGE CENTRE DR
    MONROE,NC28110
      PF GENERAL SUPPORT 50,000
    PARITY BALTIMORE INC
    1014 W 36TH STREET UNIT 96
    BALTIMORE,MD21211
      PC GENERAL SUPPORT 20,000
    MOMS MOVING FORWARDFREEDOM COMMUNITIES
    3501 TUCKASEEGEE RD
    CHARLOTTE,NC28208
      PC GENERAL SUPPORT 50,000
    NATIONAL HOUSING ENDOWMENT SCHOLARSHIP
    1201 15TH STREET NW
    WASHINGTON,DC20005
      PC GENERAL SUPPORT 75,000
    UNC CHARLOTTE FOUNDATION
    8724 UNIVERSITY CITY BLVD
    CHARLOTTE,NC28223
      PC GENERAL SUPPORT 4,500
    COMMUNITY LINK
    601 E 5TH ST
    CHARLOTTE,NC28202
      PC HOME BUILT FOR COMMUNITY LINK 269,900
    CAMP CANAAN
    3111 SAND ISLAND RD
    ROCK HILL,SC29732
      PC HOME BUILT FOR CAMP CANAAN 280,419
    WOUNDED WARRIOR PROJECT
    PO BOX 758516
    TOPEKA,KS66675
      PC GENERAL SUPPORT 1,000
    THE SERENITY CLUB OF YORK COUNTY
    209 GRAYSON ROAD
    ROCK HILL,SC29732
      PC GENERAL SUPPORT 1,000
    JOHN AND VERA MAE PERKINS
    PO BOX 10773
    JACKSON,MS39289
      PC GENERAL SUPPORT 1,000
    BIG BROTHERS BIG SISTERS
    123 S BROAD ST STE 1050
    PHILADELPHIA,PA19109
      PC GENERAL SUPPORT 200
    BRUNSWICK FAMILY ASSISTANCE
    4600 MAIN ST
    SHALLOT,NC28470
      PC GENERAL SUPPORT 1,000
    SERVANTS HEART OF MINT HILL
    9229 LAWYERS ROAD
    MINT HILL,NC28227
      PC GENERAL SUPPORT 400
    HAPPY HILLS ANIMAL FOUNDATION
    3143 HAPPY HILLS DRIVE
    STALEY,NC27355
      PC GENERAL SUPPORT 1,000
    Total .................................bullet 3a 872,628
    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 ...........
             
    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 ............
             
    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) .. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    TRUE HOMES FOUNDATION INC
     
    Employer identification number

    82-2936594
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    TRUE HOMES FOUNDATION INC
     
    Employer identification number
    82-2936594
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    TRUE HOMES LLC
     
    2649 BREKONRIDGE CENTRE DRIVE
     
    MONROE, NC28110

    $ 1,698,447


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    TRUE HOMES FOUNDATION INC
     
    Employer identification number

    82-2936594
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    TRUE HOMES FOUNDATION INC
     
    Employer identification number

    82-2936594
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 ExpenditureResponsibilityStmt
    Name:
    TRUE HOMES FOUNDATION INC
    EIN:
    82-2936594
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    BUILDERS BRIDGE
     
    2649 BREKONRIDGE CENTRE DR
    MONROE,NC28110
    2021-05-11 50,000 GENERAL SUPPORT OF THE PROGRAMS OPERATED BY BUILDERS BRIDGE, A 501(C)(3) PRIVATE OPERATING FOUNDATION OPERATED IN CONJUNCTION WITH TRUE HOMES FOUNDATION 50,000 NO DIVIERSION OF FUNDS NOTED THROUGHOUT THE YEAR 2021-12-31 TRUE HOMES FOUNDATION WAS ABLE TO VERIFY THAT THE FUNDS GRANTED TO BUILDERS BRIDGE WERE USED FOR THE INTENDED PURPOSE OF THE GRANT.

    TY 2021 OtherExpensesSchedule
    Name:
    TRUE HOMES FOUNDATION INC
    EIN:
    82-2936594
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATIVE EXPENSES 3,437 0   0