efile Public Visual Render
ObjectId: 202301219349102380 - Submission: 2023-05-01
TIN: 56-6509387
Form
990-PF
Department of the Treasury
Internal Revenue Service
Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
Do not enter social security numbers on this form as it may be made public.
Go to
www.irs.gov/Form990PF
for instructions and the latest information.
OMB No. 1545-0047
20
22
Open to Public Inspection
For calendar year 2022, or tax year beginning
01-01-2022
, and ending
12-31-2022
Name of foundation
JESSIE G PRATT TUW
Number and street (or P.O. box number if mail is not delivered to street address)
PO BOX 919798
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ORLANDO
,
FL
328919798
A Employer identification number
56-6509387
B
Telephone number (see instructions)
(804) 273-7445
C
If exemption application is pending, check here
G
Check all that apply:
Initial return
Initial return of a former public charity
Final return
Amended return
Address change
Name change
D 1.
Foreign organizations, check here.............
2
. Foreign organizations meeting the 85%
test, check here and attach computation ...
E
If private foundation status was terminated
under section 507(b)(1)(A), check here .......
H
Check type of organization:
Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust
Other taxable private foundation
F
If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here .......
I
Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)
$
1,346,562
J
Accounting method:
Cash
Accrual
Other (specify)
(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)
1
Contributions, gifts, grants, etc., received (attach schedule)
2
Check
.............
3
Interest on savings and temporary cash investments
213
213
4
Dividends and interest from securities
...
38,437
38,111
5a
Gross rents
............
b
Net rental income or (loss)
6a
Net gain or (loss) from sale of assets not on line 10
332,039
b
Gross sales price for all assets on line 6a
1,324,511
7
Capital gain net income (from Part IV, line 2)
...
332,039
8
Net short-term capital gain
.........
0
9
Income modifications
...........
10a
Gross sales less returns and allowances
b
Less: Cost of goods sold
....
c
Gross profit or (loss) (attach schedule)
.....
11
Other income (attach schedule)
.......
12
Total.
Add lines 1 through 11
........
370,689
370,363
13
Compensation of officers, directors, trustees, etc.
21,714
10,857
10,857
14
Other employee salaries and wages
......
0
0
0
15
Pension plans, employee benefits
.......
0
0
16a
Legal fees (attach schedule)
.........
0
b
Accounting fees (attach schedule)
.......
c
Other professional fees (attach schedule)
....
List of Attached Documents:
// Content
190
190
0
17
Interest
...............
0
18
Taxes (attach schedule) (see instructions)
...
List of Attached Documents:
// Content
1,358
1,080
0
19
Depreciation (attach schedule) and depletion
...
0
0
20
Occupancy
..............
21
Travel, conferences, and meetings
.......
0
0
22
Printing and publications
..........
0
0
23
Other expenses (attach schedule)
.......
List of Attached Documents:
// Content
115
115
24
Total operating and administrative expenses.
Add lines 13 through 23
..........
23,377
12,242
0
10,857
25
Contributions, gifts, grants paid
.......
107,023
107,023
26
Total expenses and disbursements.
Add lines 24 and 25
130,400
12,242
0
117,880
27
Subtract line 26 from line 12:
a
Excess of revenue over expenses and disbursements
240,289
b
Net investment income
(if negative, enter -0-)
358,121
c
Adjusted net income
(if negative, enter -0-)
...
0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X
Form
990-PF
(2022)
Page 2
Form 990-PF (2022)
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
1
Cash—non-interest-bearing
.............
374
1,019
1,019
2
Savings and temporary cash investments
.........
29,732
56,535
56,535
3
Accounts receivable
Less: allowance for doubtful accounts
0
0
4
Pledges receivable
Less: allowance for doubtful accounts
5
Grants receivable
.................
6
Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions)
.....
7
Other notes and loans receivable (attach schedule)
Less: allowance for doubtful accounts
0
8
Inventories for sale or use
..............
9
Prepaid expenses and deferred charges
..........
10a
Investments—U.S. and state government obligations (attach schedule)
b
Investments—corporate stock (attach schedule)
.......
381,269
List of Attached Documents:
// Content
2,930
228
c
Investments—corporate bonds (attach schedule)
.......
374,469
List of Attached Documents:
// Content
233,564
203,941
11
Investments—land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
12
Investments—mortgage loans
.............
13
Investments—other (attach schedule)
..........
406,202
List of Attached Documents:
// Content
1,135,973
1,084,839
14
Land, buildings, and equipment: basis
Less: accumulated depreciation (attach schedule)
15
Other assets (describe
)
16
Total assets
(to be completed by all filers—see the
instructions. Also, see page 1, item I)
1,192,046
1,430,021
1,346,562
17
Accounts payable and accrued expenses
..........
18
Grants payable
.................
19
Deferred revenue
.................
20
Loans from officers, directors, trustees, and other disqualified persons
21
Mortgages and other notes payable (attach schedule)
......
22
Other liabilities (describe
)
23
Total liabilities
(add lines 17 through 22)
.........
0
Foundations that follow FASB ASC 958, check here
and complete lines 24, 25, 29 and 30.
24
Net assets without donor restrictions
...........
25
Net assets with donor restrictions
............
Foundations that do not follow FASB ASC 958, check here
and complete lines 26 through 30.
26
Capital stock, trust principal, or current funds
........
1,192,046
1,430,021
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)
.....
1,192,046
1,430,021
30
Total liabilities and net assets/fund balances
(see instructions)
.
1,192,046
1,430,021
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
1,192,046
2
Enter amount from Part I, line 27a
.....................
2
240,289
3
Other increases not included in line 2 (itemize)
List of Attached Documents:
// Content
3
563
4
Add lines 1, 2, and 3
..........................
4
1,432,898
5
Decreases not included in line 2 (itemize)
List of Attached Documents:
// Content
5
2,877
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29
.
6
1,430,021
Form
990-PF
(2022)
Page 3
Form 990-PF (2022)
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
13360.502 PIMCO LOW DURATION INSTITUTIONAL
2022-02-10
b
.4254 ADVANCED MICRO DEVICES, INC COMMON
2019-10-01
2022-02-24
c
15. ALTABA INC ESCROWED CUSIP
2022-03-15
d
782.473 DODGE & COX INCOME FUND
2022-05-03
e
1053.741 DOUBLELINE TTL RTRN BND-R6
2011-12-23
2022-05-03
1098.901 METROPOLITAN WEST T/R BD-PLN
2022-05-03
498.008 PIMCO PIMS FOREIGN BOND FUND
2014-12-15
2022-05-03
18. ASPEN TECHNOLOGY INC
2014-12-11
2022-05-17
.56 ASPEN TECHNOLOGY INC
2014-12-11
2022-05-24
15. ALTABA INC ESCROWED CUSIP
2022-06-07
.6 L'AIR LIQUIDE UNSPONS ADR
2011-08-24
2022-06-30
15. ALTABA INC ESCROWED CUSIP
2022-07-29
115. AIA GROUP LTD SPONS ADR
2022-11-28
798.961 INVESCO DEVELOPING MARKETS FUND
2022-11-28
96. ABBOTT LABORATORIES
2022-11-28
69. ABBVIE INC
2022-11-28
14. ADIDAS AG ADR
2022-11-28
14. ADOBE SYS INC
2022-11-28
198. ADYEN NV UNSPONS ADR
2020-04-23
2022-11-28
53. ADVANCED MICRO DEVICES, INC COMMON
2022-11-28
50. L'AIR LIQUIDE UNSPONS ADR
2011-08-24
2022-11-28
16. AIR LEASE CORP
2022-11-28
3. AIR PRODUCTS AND CHEMICALS INC
2016-10-20
2022-11-28
18. ALEXANDRIA REAL ESTATE EQ REIT
2022-11-28
62. ALFA LAVAL AB UNSPONS ADR
2022-11-28
39. ALIBABA GROUP HLDG LTD
2022-11-28
162. ALLIANZ SE UNSPONS ADR
2022-11-28
100. ALPHABET INC CL C
2022-11-28
23. AMADEUS IT GROUP SA UNSPONS ADR
2019-10-01
2022-11-28
140. AMAZON INC COMMON
2016-05-09
2022-11-28
600. AMBEV SA SPONS ADR
2022-11-28
27. AMEREN CORPORATION COMMON
2022-11-28
56. AMERICOLD REALTY TRUST INC REIT
2020-04-23
2022-11-28
13. AMERISOURCEBERGEN CORP. COMMON
2022-11-28
23. AMETEK INC COMMON
2022-11-28
123. ANALOG DEVICES INC
2022-11-28
27. ELEVANCE HEALTH INC
2022-11-28
132. APPLE COMPUTER CORPORATION COMMON
2022-11-28
24. ARISTA NETWORKS INC
2020-04-23
2022-11-28
25. ASTRAZENECA PLC SPONS ADR
2022-11-28
368. ATLAS COPCO AB SP ADR
2022-11-28
14. AUTODESK, INC. COMMON
2022-11-28
24. BAIDU INC SPON ADR
2022-11-28
52. BALL CORPORATION COMMON
2022-11-28
482. BANCO BILBAO VIZCAYA ARGENTA SPONSORED ADR
2022-11-28
6. BIO-RAD LABS CLASS A
2022-11-28
24. BIOMARIN PHARMACEUTICAL INC
2022-11-28
2. BIO-TECHNE CORP
2020-04-23
2022-11-28
85. BOSTON SCIENTIFIC
2022-11-28
23. CDW CORP
2022-11-28
6. THE CIGNA GROUP
2020-04-23
2022-11-28
2. CME GROUP INC
2020-04-23
2022-11-28
100. CVS CORP COMMON
2022-11-28
7. CADENCE DESIGN SYSTEMS INC
2020-04-23
2022-11-28
27. CANADIAN NATL RY CO
2010-08-18
2022-11-28
26. CARVANA CO CL A
2022-11-28
17. CASEY'S GENERAL STORES, INC. COMMON
2022-11-28
17. CATALENT INC
2020-04-23
2022-11-28
120. CHUGAI PHARMACEUTICAL CO UNSPONS ADR
2019-03-15
2022-11-28
3. CINTAS CORP
2018-02-27
2022-11-28
47. CITIGROUP INC
2020-04-23
2022-11-28
19. COCA COLA COMPANY
2020-04-23
2022-11-28
213. CORNING INCORPORATED
2022-11-28
53. CROWN CASTLE INC REIT
2022-11-28
52. DBS GROUP HOLDINGS LTD SPONS ADR
2022-11-28
11. DTE ENERGY CO FKA DETROIT EDISION CO
2022-11-28
5. DT MIDSTREAM INC
2022-11-28
39. DANAHER CORP COMMON
2022-11-28
100. DASSAULT SYS S A SPONS ADR
2022-11-28
12. DEXCOM
2022-11-28
14. DIAGEO PLC SPONSORED ADR
2019-03-15
2022-11-28
126. DISCOVER FINL SVCS
2022-11-28
7. ASPEN TECHNOLOGY INC
2014-12-11
2022-11-28
120. EPIROC AKTIEBOLAG UNSPONS ADR
2022-11-28
33. EVERSOURCE ENERGY
2022-11-28
38. FACEBOOK INC CL A
2022-11-28
59. FANUC CORP ADR
2009-10-16
2022-11-28
36. FIDELITY NATL INFORMATION SERVICES
2022-11-28
23. FIRST REPUBLIC BANK COMMON
2022-11-28
10. FISERV
2020-04-23
2022-11-28
20. FOMENTO ECON MEXICANO SPONS ADR
2022-11-28
60. FUCHS PETROLUB SE PFD ADR
2022-11-28
200. GENERAL MOTORS CO
2022-11-28
3. GILEAD SCIENCES INC
2020-04-23
2022-11-28
24. GOLDMAN SACHS GROUP COMMON
2020-04-23
2022-11-28
24. HDFC BANK LTD ADR
2022-11-28
47. HARTFORD FINL SVCS GROUP INC COMMON
2022-11-28
35. HASBRO INC
2022-11-28
35. HOME DEPOT INCORPORATED
2022-11-28
47. HONEYWELL INTERNATIONAL INC
2022-11-28
13. IPG PHOTONICS
2022-11-28
145. ICICI BANK LTD ADR
2022-11-28
239. INFINEON TECHNOLOGIES AG SPON ADR
2022-11-28
23. INTERCONTINENTAL EXCHANGE INC
2022-11-28
4. INTUIT INC COMMON
2020-04-23
2022-11-28
788. CEF ISHARES TR S&P
2022-11-28
530. ISHARES TR MSCI SMALL CAP ETF
2022-11-28
159. ITA UNIBANCO HOLDINGS SPON ADR PFD
2022-11-28
44. JOHNSON & JOHNSON
2022-11-28
10. JONES LANG LASALLE INC
2022-11-28
21. KEYSIGHT TECHNOLOGIES INC
2022-11-28
78. KOMATSU LTD SPON ADR
2022-11-28
24. KUBOTA SPONS ADR
2022-11-28
61. L'OREAL CO UNSPONS ADR
2022-11-28
11. L3 HARRIS TECHNOLOGIES INC
2022-11-28
15. LAM RESH CORP
2018-12-06
2022-11-28
2208.085 LAZARD EMERGING MARKETS FD INSTL CL
2022-11-28
24. LIVE NATION ENTERTAINMENT INC
2017-12-04
2022-11-28
64. LONZA GROUP AG UNSPONS ADR
2018-07-12
2022-11-28
25. LOWES COMPANIES INCORPORATED
2020-04-23
2022-11-28
2. LULULEMON ATHLETICA INC
2018-12-06
2022-11-28
19. LYFT INC CL A
2020-04-23
2022-11-28
23. MASONITE INTERNATIONAL CORP
2022-11-28
1. MASTERCARD INC - CLASS A
2020-04-23
2022-11-28
91. MERCK & CO INC
2022-11-28
11172.225 METROPOLITAN WEST T/R BD-PLN
2022-11-28
143. MICROSOFT CORPORATION
2022-11-28
14. MICRON TECHNOLOGY INCORPORATED COMMON
2022-11-28
22. MORGAN STANLEY DEAN WITTER DIS CO
2016-05-09
2022-11-28
39. NCR CORPORATION - W/I
2022-11-28
162. NASDAQ OMX GROUP INC
2022-11-28
44. NESTLE SA ADR
2022-11-28
5. NETFLIX INC
2022-11-28
17. NIKE INCORPORATED CLASS B
2019-10-01
2022-11-28
79. NITORI HOLDINGS CO LTD UNSPONS ADR
2020-04-23
2022-11-28
47. NORTHERN TRUST GROUP
2020-04-23
2022-11-28
15. NOVARTIS AG
2022-11-28
22. NOVOZYMES A/S UNSPONS ADR
2022-11-28
48. NVIDIA CORP COMMON
2022-11-28
12. OLD DOMINION FREIGHT LINE INC
2022-11-28
9. ORGANON & CO
2022-11-28
5511.892 PIMCO PIMS FOREIGN BOND FUND
2022-11-28
6. PALO ALTO NETWORKS INC
2018-12-06
2022-11-28
26. PAYPAL HOLDINGS INC
2022-11-28
53. PEPSICO INCORPORATED
2022-11-28
43. PERFORMANCE FOOD GROUP CO
2020-04-23
2022-11-28
67. PHILLIPS 66
2022-11-28
94. PING AN INSURANCE GROUP COMPANY OF CHINA
2019-10-01
2022-11-28
29. PINTEREST INC CL A
2020-04-23
2022-11-28
16. PIONEER NAT RES CO COMMON
2022-11-28
57. PROGESSIVE CORP., OHIO COMMON
2022-11-28
6620.823 PGIM SHRT TRM CORP BND-Q
2022-02-10
2022-11-28
4501.224 PGIM SHRT TRM CORP BND-Q
2022-11-28
15. RAYTHEON TECHNOLOGIES CORP
2022-11-28
85. RESTAURANT BRANDS INTERNATIONAL INC
2020-04-23
2022-11-28
50. REYNOLDS CONSUMER PRODUCTS INC
2020-04-23
2022-11-28
2. RINGCENTRAL INC
2020-04-23
2022-11-28
43. RIO TINTO PLC SPONSORED ADR
2022-11-28
98. ROCHE HLDG LTD SPONS ADR
2022-11-28
9. ROCKWELL INTERNATIONAL CORP NEW
2022-11-28
25. ROSS STORES INC COM
2022-11-28
49. SHELL PLC SPONS ADR
2022-11-28
6. S&P GLOBAL INC
2022-11-28
30. SALESFORCE INC
2022-11-28
39. SAP AKTIENGESELLSCHAFT
2022-11-28
5. SAREPTA THERAPEUTICS INC
2017-12-04
2022-11-28
1. SCHLUMBERGER LTD
2009-03-02
2022-11-28
130. SCHNEIDER ELECTRIC UNSPONS ADR
2020-04-23
2022-11-28
46. SERVICE CORP INTL COM
2022-11-28
2. SERVICENOW INC
2019-10-01
2022-11-28
47. SGS SA UNSPONS ADR
2019-10-01
2022-11-28
6. SHERWIN WILLIAMS
2022-11-28
87. SHIONOGI & CO LTD UNSPONS ADR
2020-04-23
2022-11-28
10. SOLAREDGE TECHNOLOGIES INC
2020-04-23
2022-11-28
41. SONOVA HOLDING AG UNSPONS ADR
2022-11-28
17. SPLUNK INC
2022-11-28
95. STARBUCKS CORPORATIONS COMMON
2022-11-28
120. STARWOOD PROPERTY TRUST INC REIT
2022-11-28
77. SYMRISE AG UNSPONS ADR
2022-11-28
4. SYNOPSYS INC
2020-04-23
2022-11-28
26. SYNEOS HEALTH INC CL A
2022-11-28
10. SYSCO CORPORATION
2020-04-23
2022-11-28
45. SYSMEX CORP UNSPONS ADR
2022-11-28
18. T-MOBILE US INC
2022-11-28
93. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR
2022-11-28
6. TELEDYNE TECHNOLOGIES INC
2022-11-28
37. TENCENT HOLDINGS LIMITED LTD UNSPONS ADR
2022-11-28
15. TESLA INC
2020-04-23
2022-11-28
4. THERMO ELECTRON COMMON
2018-12-06
2022-11-28
1. TRANSDIGM GROUP INC
2019-10-01
2022-11-28
72. TYSON FOODS, INC. COMMON
2020-04-23
2022-11-28
365. UNICHARM CORP SPONS ADR
2022-11-28
41. UNILEVER PLC-SPONSORED ADR
2022-11-28
8. UNION PACIFIC CORP
2022-11-28
53. UNITED PARCEL SERVICES B
2022-11-28
14. UNITED HEALTH GROUP INC
2022-11-28
6. VAIL RESORTS COMMON
2022-11-28
4. VERISIGN INC COMMON
2020-04-23
2022-11-28
114. VERIZON COMMUNICATIONS INC
2022-11-28
13. VERTEX PHARMACEUTICALS INC
2022-11-28
49. VISA INC
2022-11-28
16. VORNADO REALTY TRUST
2022-11-28
2. WAL MART STORES INCORPORATED
2019-10-01
2022-11-28
23. WASTE CONNECTIONS INC
2022-11-28
9. WASTE MANAGEMENT INC NEW
2020-04-23
2022-11-28
45. WESTERN ALLIANCE BANCORPORATION
2022-11-28
31. WESTERN DIGITAL CORP COM
2022-11-28
33. WORLD WRESTLING ENTERTAINMENT, INC
2022-11-28
3. ZOETIS INC
2019-10-01
2022-11-28
20. AMDOCS LTD ORD
2022-11-28
69. ARCH CAPITAL GROUP LTD
2022-11-28
39. ACCENTURE PLC IRELAND SHS
2022-11-28
13. ICON PLC
2022-11-28
8. LINDE PLC
2019-03-15
2022-11-28
64. MEDTRONIC PLC
2022-11-28
52. APTIV PLC
2022-11-28
23. TRANE TECHNOLOGIES PLC
2022-11-28
3. XP INC CL A
2021-10-08
2022-11-28
45. CHUBB LTD
2022-11-28
27. CHECKPOINT SOFTWARE TECHNOLOGY COMMON
2022-11-28
1. ASML HOLDING NV SPONS ADR
2020-04-23
2022-11-28
21. NXP SEMICONDUCTORS N V
2019-10-01
2022-11-28
CAPITAL GAIN DIVIDENDS
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CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
CAPITAL GAIN DIVIDENDS
P
(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
128,528
134,206
-5,678
b
47
23
24
c
4
4
d
10,000
10,789
-789
e
10,000
11,697
-1,697
10,000
11,139
-1,139
5,000
5,613
-613
1,578
1,578
106
46
60
11
11
16
10
6
21
21
4,316
1,689
2,627
27,836
29,168
-1,332
10,096
3,290
6,806
10,899
3,198
7,701
872
1,602
-730
4,600
2,224
2,376
2,986
1,814
1,172
3,850
1,229
2,621
1,449
792
657
600
548
52
911
402
509
2,679
1,507
1,172
1,734
967
767
2,957
6,308
-3,351
3,391
1,826
1,565
9,610
1,773
7,837
1,206
1,621
-415
13,105
4,732
8,373
1,740
2,253
-513
2,369
1,539
830
1,623
1,737
-114
2,180
1,181
999
3,201
1,309
1,892
19,998
9,026
10,972
13,815
4,954
8,861
18,975
2,189
16,786
3,190
1,256
1,934
1,655
1,441
214
4,486
1,972
2,514
2,735
962
1,773
2,270
3,190
-920
2,876
3,541
-665
2,735
3,254
-519
2,377
1,840
537
2,361
2,089
272
660
420
240
3,709
2,636
1,073
4,251
801
3,450
1,920
1,109
811
346
358
-12
10,017
6,675
3,342
1,155
559
596
3,394
846
2,548
193
1,165
-972
4,089
1,032
3,057
785
1,000
-215
1,567
1,377
190
1,358
515
843
2,201
2,000
201
1,192
856
336
7,012
5,440
1,572
7,250
4,913
2,337
5,182
2,310
2,872
1,268
1,007
261
294
160
134
10,167
4,589
5,578
3,648
1,532
2,116
1,344
621
723
2,557
2,287
270
13,455
6,278
7,177
1,612
576
1,036
2,213
1,238
975
2,688
1,847
841
4,128
5,340
-1,212
863
509
354
2,358
4,621
-2,263
2,761
1,676
1,085
1,017
946
71
1,589
1,789
-200
514
637
-123
7,870
5,986
1,884
255
234
21
9,150
4,202
4,948
1,646
1,164
482
3,523
2,107
1,416
2,163
2,863
-700
11,168
5,759
5,409
10,152
4,967
5,185
1,151
1,218
-67
3,357
1,146
2,211
7,502
5,200
2,302
2,410
1,594
816
1,537
1,038
499
77,939
43,164
34,775
29,701
29,452
249
747
1,028
-281
7,792
5,087
2,705
1,595
1,263
332
3,645
2,023
1,622
1,763
1,677
86
1,806
1,791
15
4,432
1,505
2,927
2,477
902
1,575
6,633
2,165
4,468
33,408
35,606
-2,198
1,652
1,076
576
3,349
1,817
1,532
5,221
2,375
2,846
724
262
462
204
575
-371
1,678
1,643
35
344
256
88
9,845
5,334
4,511
95,411
109,928
-14,517
34,482
5,948
28,534
778
600
178
1,977
578
1,399
893
938
-45
10,758
4,180
6,578
5,247
1,975
3,272
1,405
1,287
118
1,781
1,567
214
913
1,200
-287
4,292
3,563
729
1,314
1,313
1
1,263
1,125
138
7,595
2,978
4,617
3,469
1,191
2,278
222
260
-38
53,300
60,071
-6,771
1,021
353
668
2,072
2,201
-129
9,742
4,169
5,573
2,526
1,031
1,495
7,238
5,875
1,363
1,015
2,150
-1,135
706
549
157
3,923
2,050
1,873
7,416
3,237
4,179
67,268
72,097
-4,829
45,732
50,461
-4,729
1,449
978
471
5,605
3,936
1,669
1,581
1,540
41
70
477
-407
2,803
2,095
708
4,018
2,134
1,884
2,333
1,110
1,223
2,911
736
2,175
2,771
2,186
585
2,103
1,037
1,066
4,604
2,898
1,706
4,209
2,441
1,768
585
283
302
50
36
14
3,774
2,303
1,471
3,253
1,457
1,796
800
503
297
1,096
1,150
-54
1,471
696
775
1,093
1,129
-36
2,932
1,008
1,924
2,119
747
1,372
1,294
1,920
-626
9,412
6,122
3,290
2,524
2,670
-146
2,176
1,238
938
1,317
608
709
872
946
-74
857
498
359
1,375
524
851
2,693
1,274
1,419
7,361
1,693
5,668
2,479
624
1,855
1,306
1,735
-429
2,747
704
2,043
2,153
957
1,196
603
509
94
4,678
4,386
292
2,712
2,646
66
2,033
1,581
452
1,665
1,118
547
9,467
4,588
4,879
7,461
2,478
4,983
1,556
1,403
153
790
856
-66
4,347
5,467
-1,120
4,099
1,398
2,701
10,351
3,396
6,955
394
1,204
-810
306
236
70
3,266
1,899
1,367
1,479
880
599
2,988
1,715
1,273
1,114
1,781
-667
2,671
2,044
627
444
376
68
1,729
564
1,165
4,007
1,014
2,993
11,314
4,006
7,308
2,775
1,617
1,158
2,697
1,400
1,297
4,865
5,249
-384
5,285
3,693
1,592
4,003
1,571
2,432
48
124
-76
9,679
5,730
3,949
3,524
1,602
1,922
582
289
293
3,454
2,294
1,160
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
21,580
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
-5,678
b
24
c
4
d
-789
e
-1,697
-1,139
-613
1,578
60
11
6
21
2,627
-1,332
6,806
7,701
-730
2,376
1,172
2,621
657
52
509
1,172
767
-3,351
1,565
7,837
-415
8,373
-513
830
-114
999
1,892
10,972
8,861
16,786
1,934
214
2,514
1,773
-920
-665
-519
537
272
240
1,073
3,450
811
-12
3,342
596
2,548
-972
3,057
-215
190
843
201
336
1,572
2,337
2,872
261
134
5,578
2,116
723
270
7,177
1,036
975
841
-1,212
354
-2,263
1,085
71
-200
-123
1,884
21
4,948
482
1,416
-700
5,409
5,185
-67
2,211
2,302
816
499
34,775
249
-281
2,705
332
1,622
86
15
2,927
1,575
4,468
-2,198
576
1,532
2,846
462
-371
35
88
4,511
-14,517
28,534
178
1,399
-45
6,578
3,272
118
214
-287
729
1
138
4,617
2,278
-38
-6,771
668
-129
5,573
1,495
1,363
-1,135
157
1,873
4,179
-4,829
-4,729
471
1,669
41
-407
708
1,884
1,223
2,175
585
1,066
1,706
1,768
302
14
1,471
1,796
297
-54
775
-36
1,924
1,372
-626
3,290
-146
938
709
-74
359
851
1,419
5,668
1,855
-429
2,043
1,196
94
292
66
452
547
4,879
4,983
153
-66
-1,120
2,701
6,955
-810
70
1,367
599
1,273
-667
627
68
1,165
2,993
7,308
1,158
1,297
-384
1,592
2,432
-76
3,949
1,922
293
1,160
2
Capital gain net income or (net capital loss)
If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
2
332,039
3
Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8
...................
3
Form
990-PF
(2022)
Page 4
Form 990-PF (2022)
Page
4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a
Exempt operating foundations described in section 4940(d)(2), check here
and enter “N/A" on line 1.
Date of ruling or determination letter:
(attach copy of letter if necessary–see instructions)
1
4,978
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
4,978
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
4,978
6
Credits/Payments:
a
2022 estimated tax payments and 2021 overpayment credited to 2022
6a
343
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
7
Total credits and payments. Add lines 6a through 6d
..............
7
343
8
Enter any
penalty
for underpayment of estimated tax.
Check here
if Form 2221 is attached.
8
0
9
Tax due.
If the total of lines 5 and 8 is more than line 7, enter
amount owed
.......
9
4,635
10
Overpayment.
If line 7 is more than the total of lines 5 and 8, enter the
amount overpaid
...
10
11
Enter the amount of line 10 to be:
Credited to 2023 estimated tax
0
Refunded
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.
$
(2)
On foundation managers.
$
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.
$
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)
NC
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 2022 or the taxable year beginning in 2022? 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
(2022)
Page 5
Form 990-PF (2022)
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 address
14
The books are in care of
TRUIST BANK
Telephone no.
(804) 273-7445
Located at
PO BOX 919798
ORLANDO
FL
ZIP+4
32891
15
Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of
Form 1041
—check here
.........
and enter the amount of tax-exempt interest received or accrued during the year
........
15
16
At any time during calendar year 2022, did the foundation have an interest in or a signature or other authority over
Yes
No
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
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
Organizations relying on a current notice regarding disaster assistance check here
........
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 2022?
.............
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 2022, did the foundation have any undistributed income (Part XII, lines 6d
and 6e) for tax year(s) beginning before 2022?
....................
2a
Yes
If "Yes," list the years
2020
,
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
Yes
c
If the provisions of section 4942(a)(2) are being applied to
any
of the years listed in 2a, list the years here.
20
,
20
,
20
,
20
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 2022 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 2022.)
.....................
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 2022?
..
4b
No
Form
990-PF
(2022)
Page 6
Form 990-PF (2022)
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
Organizations relying on a current notice regarding disaster assistance check
.........
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
TRUIST
TRUSTEE
12
21,714
PO BOX 919798
ORLANDO
,
FL
32891
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
...................
0
Form
990-PF
(2022)
Page 7
Form 990-PF (2022)
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
.............
0
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
.........................
Form
990-PF
(2022)
Page 8
Form 990-PF (2022)
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
1,461,381
b
Average of monthly cash balances
.......................
1b
22,864
c
Fair market value of all other assets (see instructions)
................
1c
0
d
Total
(add lines 1a, b, and c)
.........................
1d
1,484,245
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
1,484,245
4
Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
instructions)
.............................
4
22,264
5
Net value of noncharitable-use assets.
Subtract line 4 from line 3.
............
5
1,461,981
6
Minimum investment return.
Enter 5% (0.05) of line 5
................
6
73,099
Part X
Distributable Amount
(see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here
and do not complete this part.)
1
Minimum investment return from Part IX, line 6
..................
1
73,099
2a
Tax on investment income for 2022 from Part V, line 5
.......
2a
4,978
b
Income tax for 2022. (This does not include the tax from Part V.)
...
2b
c
Add lines 2a and 2b
............................
2c
4,978
3
Distributable amount before adjustments. Subtract line 2c from line 1
............
3
68,121
4
Recoveries of amounts treated as qualifying distributions
................
4
0
5
Add lines 3 and 4
............................
5
68,121
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
68,121
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
117,880
b
Program-related investments—total from Part VIII-B
..................
1b
0
2
Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
purposes
...............................
2
0
3
Amounts set aside for specific charitable projects that satisfy the:
a
Suitability test (prior IRS approval required)
....................
3a
0
b
Cash distribution test (attach the required schedule)
.................
3b
0
4
Qualifying distributions.
Add lines 1a through 3b. Enter here and on Part XII, line 4.
.......
4
117,880
Form
990-PF
(2022)
Page 9
Form 990-PF (2022)
Page
9
Part XII
Undistributed Income
(see instructions)
(a)
Corpus
(b)
Years prior to 2021
(c)
2021
(d)
2022
1
Distributable amount for 2022 from Part X, line 7
68,121
2
Undistributed income, if any, as of the end of 2022:
a
Enter amount for 2021 only
.......
82,831
b
Total for prior years:
2020
,
20
,
20
28,621
3
Excess distributions carryover, if any, to 2022:
a
From 2017
......
0
b
From 2018
......
0
c
From 2019
......
0
d
From 2020
......
0
e
From 2021
......
0
f
Total
of lines 3a through e
........
0
4
Qualifying distributions for 2022 from Part
XI, line 4:
$
117,880
a
Applied to 2021, but not more than line 2a
82,831
b
Applied to undistributed income of prior years
(Election required—see instructions)
.....
List of Attached Documents:
// Content
28,621
c
Treated as distributions out of corpus (Election
required—see instructions)
........
0
d
Applied to 2022 distributable amount
.....
6,428
e
Remaining amount distributed out of corpus
0
5
Excess distributions carryover applied to 2022.
0
0
(If an amount appears in column (d), the
same amount must be shown in column (a).)
6
Enter the net total of each column as
indicated below:
a
Corpus. Add lines 3f, 4c, and 4e. Subtract line 5
0
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 2021. Subtract line
4a from line 2a. Taxable amount—see
instructions
.............
0
f
Undistributed income for 2022. Subtract
lines 4d and 5 from line 1. This amount must
be distributed in 2023
..........
61,693
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 2017 not
applied on line 5 or line 7 (see instructions)
...
0
9
Excess distributions carryover to 2023.
Subtract lines 7 and 8 from line 6a
......
0
10
Analysis of line 9:
a
Excess from 2018
....
0
b
Excess from 2019
....
0
c
Excess from 2020
....
0
d
Excess from 2021
....
0
e
Excess from 2022
....
0
Form
990-PF
(2022)
Page 10
Form 990-PF (2022)
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 2022, enter the date of the ruling
......
b
Check box to indicate whether the organization is a private operating foundation described in section
4942(j)(3)
or
4942(j)(5)
2a
Enter the lesser of the adjusted net
income from Part I or the minimum
investment return from Part IX for each
year listed
..........
Tax year
Prior 3 years
(e) Total
(a)
2022
(b)
2021
(c)
2020
(d)
2019
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.)
1
Information Regarding Foundation Managers:
a
List 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).)
b
List 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.
2
Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
Check here
if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions
a
The name, address, and telephone number or email address of the person to whom applications should be addressed:
b
The form in which applications should be submitted and information and materials they should include:
c
Any submission deadlines:
d
Any restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:
Form
990-PF
(2022)
Page 11
Form 990-PF (2022)
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)
a
Paid during the year
UNITED METHODIST WOMEN'S ORG
210 PARK ROAD
WADESBORO
,
NC
28170
NONE
PC
GENERAL
5,450
NEW HOPE METH CH CEMETARY ASSOC
1338 MAYESVILLE ROAD
MORVEN
,
NC
28119
NONE
PC
GENERAL
16,779
MORVEN CEMETARY ASSOCIATION
PO BOX 373
MORVEN
,
NC
28119
NONE
PC
GENERAL
35,984
ANSON COUNTY SCHOOLS
320 CAMDEN RD
WADESBORO
,
NC
28170
NONE
PC
GENERAL
19,991
MORVEN UNITED METHODIST CHURCH
P O BOX 302
MORVEN
,
NC
28119
NONE
PC
GENERAL
20,253
ANSON COUNTY RESCUE SQUAD INC
PO BOX 147
WADESBORO
,
NC
28170
NONE
PC
GENERAL
4,283
ANSON COMMUNITY HOSPICE
1119 NORTH US HIGHWAY 1
ROCKINGHAM
,
NC
28379
NONE
PC
GENERAL
4,283
Total
.................................
3a
107,023
b
Approved for future payment
Total
.................................
3b
Form
990-PF
(2022)
Page 12
Form 990-PF (2022)
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.)
1
Program service revenue:
(a)
Business code
(b)
Amount
(c)
Exclusion code
(d)
Amount
a
b
c
d
e
f
g
Fees and contracts from government agencies
2
Membership dues and assessments
....
3
Interest on savings and temporary cash
investments
...........
14
213
4
Dividends and interest from securities
....
14
38,437
5
Net rental income or (loss) from real estate:
a
Debt-financed property
......
b
Not 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
332,039
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)
..
370,689
13
Total.
Add line 12, columns (b), (d), and (e)
..................
13
370,689
(See worksheet in line 13 instructions to verify calculations.)
Part XV-B
Relationship of Activities to the Accomplishment of Exempt Purposes
Line No.
Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
instructions.)
Form
990-PF
(2022)
Page 13
Form 990-PF (2022)
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?
...........
Yes
No
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.
2023-04-11
May the IRS discuss this return
with the preparer shown below?
See instructions.
Yes
No
Signature of officer or trustee
Date
Title
Paid Preparer Use Only
Print/Type preparer's name
RICHARD RALEIGH
Preparer's Signature
Date
2023-04-11
Check if self-
employed
PTIN
P00382844
Firm's name
ERNST & YOUNG US LLP
Firm's EIN
34-6565596
Firm's address
40 WESTMINSTER ST STE 800
PROVIDENCE
,
RI
02903
Phone no.
(401) 457-3839
Form
990-PF
(2022)
Additional Data
Software ID:
Software Version:
Form 990PF - Special Condition Description:
Special Condition Description