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 05-01-2021 , and ending 04-30-2022
Name of foundation
RICHARD E FULLER TRUST
 
Number and street (or P.O. box number if mail is not delivered to street address)KEYBANK 4900 TIEDEMAN RD OH-01-49
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BROOKLYN, OH44144
A Employer identification number

91-6027079
B Telephone number (see instructions)

(206) 689-5918
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,189,173J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 54,543 54,543  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 240,936
b Gross sales price for all assets on line 6a 703,819
7 Capital gain net income (from Part IV, line 2)... 240,936
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........ 295,479 295,479  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 35,274 26,456   8,818
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)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,702 1,201   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)....... Click to see attachment 175     175
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,151 27,657 0 9,993
25 Contributions, gifts, grants paid....... 147,508 147,508
26 Total expenses and disbursements. Add lines 24 and 25 191,659 27,657 0 157,501
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 103,820
b Net investment income (if negative, enter -0-) 267,822
c Adjusted net income (if negative, enter -0-)... 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.............      
2 Savings and temporary cash investments.........   105,879 105,879
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
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).......... 2,461,335 Click to see attachment2,459,284 3,083,294
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) 2,461,335 2,565,163 3,189,173
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,461,335 2,565,163
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)..... 2,461,335 2,565,163
30 Total liabilities and net assets/fund balances (see instructions). 2,461,335 2,565,163
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
2,461,335
2
Enter amount from Part I, line 27a .....................
2
103,820
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8
4
Add lines 1, 2, and 3 ..........................
4
2,565,163
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
2,565,163
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 1. ALPHABET INC   2009-03-31 2021-12-08
b 1. ALPHABET INC   2009-03-31 2022-03-14
c 1. ALPHABET INC   2009-03-31 2022-04-20
d 1. AMAZON COM INC   2016-12-30 2022-03-14
e 1. AMAZON COM INC   2016-12-30 2022-04-20
52. AMERICAN TOWER CORP     2021-12-08
1. AMERICAN TOWER CORP   2017-08-02 2022-03-14
2. AMERICAN TOWER CORP   2017-08-02 2022-04-20
2. AMERIPRISE FINANCIAL INC   2017-03-22 2021-12-08
2. AMERIPRISE FINANCIAL INC   2017-03-22 2022-03-14
3. AMERIPRISE FINANCIAL INC   2017-03-22 2022-04-20
13. AMPHENOL CORP   2018-11-26 2022-03-14
18. AMPHENOL CORP   2018-11-26 2022-04-20
11. APPLE INC   2008-01-25 2021-12-08
12. APPLE INC   2008-01-25 2022-03-14
17. APPLE INC   2008-01-25 2022-04-20
21. BANK OF AMERICA CORP   2017-03-22 2021-12-08
23. BANK OF AMERICA CORP   2017-03-22 2022-03-14
33. BANK OF AMERICA CORP   2017-03-22 2022-04-20
11. BIOMARIN PHARMACEUTICAL INC   2021-01-07 2022-04-20
7. BOOKING HOLDINGS INC   2010-09-20 2021-12-08
2. BROADCOM INC   2020-10-22 2021-12-08
3. BROADCOM INC   2020-10-22 2022-03-14
3. BROADCOM INC   2020-10-22 2022-04-20
61. CAMECO CORP   2018-01-19 2021-12-08
70. CAMECO CORP   2018-01-19 2022-03-14
97. CAMECO CORP   2018-01-19 2022-04-20
2. CHIPOTLE MEXICAN GRILL INC   2020-06-09 2021-12-08
5. COMCAST CORP CL A   2021-01-07 2021-12-08
287. COMCAST CORP CL A   2018-07-31 2021-12-08
1. COSTCO WHOLESALE CORP   2011-10-28 2021-12-08
1. COSTCO WHOLESALE CORP   2011-10-28 2022-03-14
1. COSTCO WHOLESALE CORP   2011-10-28 2022-04-20
2. CUMMINS INC   2020-10-22 2021-12-08
2. CUMMINS INC   2020-10-22 2022-03-14
3. CUMMINS INC   2020-10-22 2022-04-20
7. D R HORTON INC COM   2021-04-15 2022-03-14
9. D R HORTON INC COM   2021-04-15 2022-04-20
2. DANAHER CORP   2018-04-04 2021-12-08
1. DANAHER CORP   2018-04-04 2022-03-14
3. DANAHER CORP   2018-04-04 2022-04-20
88. WALT DISNEY CO     2021-12-08
4. WALT DISNEY CO   2018-07-31 2022-03-14
5. WALT DISNEY CO   2018-07-31 2022-04-20
2. DOLLAR GENERAL CORP   2021-12-08 2022-03-14
3. DOLLAR GENERAL CORP   2021-12-08 2022-04-20
3. DOMINION RES INC VA NEW   2020-10-22 2021-12-08
5. DOMINION RES INC VA NEW   2020-10-22 2022-03-14
6. DOMINION RES INC VA NEW   2020-10-22 2022-04-20
6636.13 PARAMETRIC VOL RSK PREMIUM-DEFENSIVE FD$     2022-03-14
52. E2OPEN PARENT HOLDINGS INC   2021-12-08 2022-03-14
83. E2OPEN PARENT HOLDINGS INC   2021-12-08 2022-04-20
28. FREEPORT-MCMORAN INC   2018-04-04 2021-12-08
33. FREEPORT-MCMORAN INC   2018-04-04 2022-03-14
45. FREEPORT-MCMORAN INC   2018-04-04 2022-04-20
9. GOODRX HOLDINGS INC   2021-01-07 2021-12-08
351. GOODRX HOLDINGS INC   2021-01-07 2022-03-14
232. GOODRX HOLDINGS INC   2021-04-15 2022-03-14
13. HESS CORP   2021-04-15 2022-03-14
20. HESS CORP   2021-04-15 2022-04-20
2. HOME DEPOT INC   2014-07-17 2021-12-08
3. HOME DEPOT INC   2014-07-17 2022-03-14
4. HOME DEPOT INC   2014-07-17 2022-04-20
54. INVESCO S&P 500 EQUAL WEIGHT $1.61700   2020-08-11 2022-04-20
11. INVITATION HOMES INC   2021-12-08 2022-03-14
25. INVITATION HOMES INC   2021-12-08 2022-04-20
1412.5 ISHARES GOLD TRUST   2021-01-28 2021-05-31
.5 ISHARES GOLD TRUST   2021-01-28 2021-06-29
1412. ISHARES GOLD TRUST   2021-01-28 2021-06-30
1412. ISHARES GOLD TRUST   2021-01-28 2021-07-31
1412. ISHARES GOLD TRUST   2021-01-28 2021-08-31
1412. ISHARES GOLD TRUST   2021-01-28 2021-09-30
1412. ISHARES GOLD TRUST   2021-01-28 2021-10-31
1412. ISHARES GOLD TRUST   2021-01-28 2021-11-30
1412. ISHARES GOLD TRUST   2021-01-28 2021-12-31
113. ISHARES GOLD TRUST   2021-01-28 2022-03-14
323. ISHARES BARCLAYS TIPS BOND FUND $3.20600     2022-03-14
280. ISHARES S&P SMALLCAP 600 INDEX CLOSED-END FUND   2013-07-05 2022-04-20
1975. ISHARES CORE MSCI EMERG MKTS $1.41500     2022-04-20
5. JP MORGAN CHASE & CO   2008-06-16 2021-12-08
7. JP MORGAN CHASE & CO   2008-06-16 2022-03-14
9. JP MORGAN CHASE & CO   2008-06-16 2022-04-20
1695.6 JOHCM INTERNATIONAL SELECT   2019-08-01 2022-04-20
13. KRAFT HEINZ CO   2020-08-11 2021-12-08
15. KRAFT HEINZ CO   2020-08-11 2022-03-14
20. KRAFT HEINZ CO   2020-08-11 2022-04-20
942.82 LAZARD GLOBAL LISTED INFRASTR PT $0.375   2021-01-28 2022-03-14
1. MARKETAXESS HOLDINGS INC   2017-03-22 2021-12-08
1. MARKETAXESS HOLDINGS INC   2017-03-22 2022-03-14
2. MARKETAXESS HOLDINGS INC   2017-03-22 2022-04-20
124. MASTERCARD INC     2021-12-08
406. MERCK & CO INC     2021-12-08
7. MICROSOFT CORP   2014-07-17 2021-12-08
7. MICROSOFT CORP   2014-07-17 2022-03-14
10. MICROSOFT CORP   2014-07-17 2022-04-20
5. NEXTERA ENERGY INC   2018-06-14 2021-12-08
7. NEXTERA ENERGY INC   2018-06-14 2022-03-14
9. NEXTERA ENERGY INC   2018-06-14 2022-04-20
124. NVIDIA CORP   2019-10-24 2021-12-08
51. NVIDIA CORP   2019-10-24 2022-03-14
7. NVIDIA CORP   2019-10-24 2022-04-20
.6 ORGANON & CO   2019-10-24 2021-06-03
40. ORGANON & CO     2021-12-08
279. OWENS CORNING INC     2021-12-08
5. OWENS CORNING INC   2021-01-07 2021-12-08
2. PARKER HANNIFIN CORP COM   2019-10-24 2021-12-08
2. PARKER HANNIFIN CORP COM   2019-10-24 2022-03-14
3. PARKER HANNIFIN CORP COM   2019-10-24 2022-04-20
27.23 PRINCIPAL MIDCAP FUND   2017-01-26 2022-04-20
4. PROCTER & GAMBLE CO COM   2011-09-20 2021-12-08
4. PROCTER & GAMBLE CO COM   2011-09-20 2022-03-14
6. PROCTER & GAMBLE CO COM   2011-09-20 2022-04-20
5. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2021-12-08
5. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2022-03-14
7. RAYTHEON TECHNOLOGIES CORP   2005-09-06 2022-04-20
1. ROPER TECHNOLOGIES INC   2015-04-13 2021-12-08
1. ROPER TECHNOLOGIES INC   2015-04-13 2022-03-14
2. ROPER TECHNOLOGIES INC   2015-04-13 2022-04-20
68. SEAGEN INC     2021-12-08
1. THERMO FISHER SCIENTIFIC INC   2009-09-21 2021-12-08
1. THERMO FISHER SCIENTIFIC INC   2009-09-21 2022-03-14
1. THERMO FISHER SCIENTIFIC INC   2009-09-21 2022-04-20
3. UNITEDHEALTH GROUP INC   2021-04-15 2022-04-20
12. WELLS FARGO & COMPANY   2021-04-15 2021-12-08
27. WELLS FARGO & COMPANY   2021-04-15 2022-03-14
37. WELLS FARGO & COMPANY   2021-04-15 2022-04-20
2. WEST PHARMACEUTICAL SERVICES INC   2021-12-08 2022-04-20
12. WHEATON PRECIOUS METALS CORP   2020-08-11 2022-03-14
17. WHEATON PRECIOUS METALS CORP   2020-08-11 2022-04-20
3. XYLEM INC   2019-08-01 2021-12-08
4. XYLEM INC   2019-08-01 2022-03-14
5. XYLEM INC   2019-08-01 2022-04-20
3. ZOETIS INC   2018-04-04 2021-12-08
3. ZOETIS INC   2018-04-04 2022-03-14
5. ZOETIS INC   2018-04-04 2022-04-20
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(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 2,931   175 2,756
b 2,552   175 2,377
c 2,569   175 2,394
d 2,866   756 2,110
e 3,085   756 2,329
14,313   5,697 8,616
236   138 98
534   276 258
602   250 352
552   250 302
905   374 531
941   553 388
1,310   765 545
1,913   54 1,859
1,828   59 1,769
2,842   83 2,759
929   482 447
954   528 426
1,312   757 555
892   973 -81
16,014   2,446 13,568
1,176   746 430
1,714   1,119 595
1,796   1,119 677
1,430   586 844
1,774   673 1,101
3,035   932 2,103
3,442   2,086 1,356
246   253 -7
14,106   10,246 3,860
530   85 445
532   85 447
604   85 519
440   446 -6
399   446 -47
613   670 -57
541   655 -114
672   842 -170
631   198 433
271   99 172
851   297 554
13,396   4,377 9,019
526   455 71
627   569 58
416   443 -27
776   664 112
225   244 -19
409   406 3
524   487 37
90,318   75,115 15,203
428   638 -210
647   1,019 -372
1,090   483 607
1,495   569 926
2,237   776 1,461
362   372 -10
4,820   14,515 -9,695
3,186   8,900 -5,714
1,213   922 291
2,293   1,418 875
825   159 666
962   239 723
1,258   318 940
8,596   6,033 2,563
433   477 -44
1,100   1,084 16
10   10  
18   18  
10   10  
10   10  
10   10  
10   10  
10   10  
10   10  
10   10  
4,195   3,970 225
41,108   37,893 3,215
30,159   12,951 17,208
106,412   100,440 5,972
804   201 603
923   281 642
1,189   361 828
42,000   39,270 2,730
433   453 -20
564   523 41
865   697 168
15,123   13,482 1,641
384   187 197
344   187 157
551   373 178
42,451   5,900 36,551
29,305   32,127 -2,822
2,321   313 2,008
1,975   313 1,662
2,871   448 2,423
449   198 251
559   277 282
738   357 381
39,657   6,106 33,551
11,060   2,511 8,549
1,501   345 1,156
17   23 -6
1,161   1,518 -357
26,467   18,332 8,135
474   392 82
629   372 257
549   372 177
870   558 312
1,000   636 364
605   258 347
583   258 325
982   387 595
432   146 286
482   146 336
734   205 529
469   169 300
437   169 268
937   338 599
9,993   11,590 -1,597
634   46 588
546   46 500
595   46 549
1,639   1,172 467
594   504 90
1,346   1,134 212
1,797   1,554 243
746   860 -114
562   603 -41
876   854 22
372   237 135
338   316 22
434   395 39
682   249 433
560   249 311
944   415 529
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
      33,249
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       2,756
b       2,377
c       2,394
d       2,110
e       2,329
      8,616
      98
      258
      352
      302
      531
      388
      545
      1,859
      1,769
      2,759
      447
      426
      555
      -81
      13,568
      430
      595
      677
      844
      1,101
      2,103
      1,356
      -7
      3,860
      445
      447
      519
      -6
      -47
      -57
      -114
      -170
      433
      172
      554
      9,019
      71
      58
      -27
      112
      -19
      3
      37
      15,203
      -210
      -372
      607
      926
      1,461
      -10
      -9,695
      -5,714
      291
      875
      666
      723
      940
      2,563
      -44
      16
       
       
       
       
       
       
       
       
       
      225
      3,215
      17,208
      5,972
      603
      642
      828
      2,730
      -20
      41
      168
      1,641
      197
      157
      178
      36,551
      -2,822
      2,008
      1,662
      2,423
      251
      282
      381
      33,551
      8,549
      1,156
      -6
      -357
      8,135
      82
      257
      177
      312
      364
      347
      325
      595
      286
      336
      529
      300
      268
      599
      -1,597
      588
      500
      549
      467
      90
      212
      243
      -114
      -41
      22
      135
      22
      39
      433
      311
      529
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 240,936
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 3,723
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 3,723
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,932
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 4,932
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,209
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,209 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletWA
    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 addressbullet  
    14
    The books are in care ofbulletKEYBANK N A Telephone no.bullet (216) 813-4556

    Located atbullet4900 TIEDEMAN RD OH-01-49-0150BROOKLYNOH ZIP+4bullet441442302
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    KEYBANK N A TRUSTEE
    1     		35,274    
    1301 FIFTH AVE 24 FL
    SEATTLE,WA98104
    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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,585,428
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,585,428
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,585,428
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    53,781
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,531,647
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    176,582
    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
    176,582
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,723
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,723
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    172,859
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    172,859
    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
    172,859
    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 7 172,859
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 110,832
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 157,501
    a Applied to 2020, but not more than line 2a 110,832
    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..... 46,669
    e Remaining amount distributed out of corpus 0
    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 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 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 ..........     		126,190
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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
    SEATTLE FOUNDATION
    1601 5TH AVE STE 1900
    SEATTLE,WA981013615     		NONE PC GENERAL OPERATING 147,508
    Total .................................bullet 3a 147,508
    bApproved for future payment
    Total .................................bullet 3b  
    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 ............     		    18 240,936  
    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) ..   295,479  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    295,479
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2021 InvestmentsOtherSchedule2
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED      
    922031786 VANGUARD LONG-TERM T AT COST 22,984 17,120
    037833100 APPLE INC AT COST 17,741 89,703
    09061G101 BIOMARIN PHARMACEUTI AT COST 28,335 26,520
    22160K105 COSTCO WHOLESALE COR AT COST 4,597 19,674
    25746U109 DOMINION ENERGY INC AT COST 14,816 14,940
    29788T103 E2OPEN PARENT HOLDIN AT COST 32,578 20,542
    437076102 HOME DEPOT INC AT COST 16,715 33,945
    500754106 KRAFT HEINZ CO AT COST 22,742 27,837
    589509207 MERGER FUND $0.156 AT COST 24,464 24,408
    65339F101 NEXTERA ENERGY INC AT COST 11,980 20,099
    67066G104 NVIDIA CORP AT COST 17,112 42,658
    742718109 PROCTER & GAMBLE CO AT COST 16,570 29,702
    75513E101 RAYTHEON TECHNOLOGIE AT COST 12,486 21,355
    776696106 ROPER TECHNOLOGIES I AT COST 8,503 23,026
    98419M100 XYLEM INC AT COST 12,869 12,961
    03076C106 AMERIPRISE FINANCIAL AT COST 15,218 26,284
    42809H107 HESS CORP AT COST 50,505 67,099
    57060D108 MARKETAXESS HOLDINGS AT COST 11,132 13,708
    74256W584 PRINCIPAL MIDCAP FUN AT COST 111,467 143,540
    957663503 WESTERN ASSET CORE P AT COST 46,073 38,777
    98978V103 ZOETIS INC AT COST 13,493 28,006
    235851102 DANAHER CORP DEL AT COST 8,167 20,593
    464287804 ISHARES CORE S&P SMA AT COST 31,964 52,693
    09260C307 BLACKROCK SYSTEMATIC AT COST 24,464 24,081
    23331A109 D R HORTON INC AT COST 27,116 20,112
    464287176 ISHARES BARCLAYS TIP AT COST 39,072 36,926
    594918104 MICROSOFT CORP AT COST 30,890 93,524
    904504842 UNDISCOVERED MGRS BE AT COST 71,519 93,689
    921943858 VANGUARD FTSE DEV MK AT COST 142,066 150,427
    02079K305 ALPHABET INC AT COST 42,697 93,570
    11135F101 BROADCOM INC AT COST 39,652 56,548
    231021106 CUMMINS INC AT COST 22,621 19,108
    254687106 WALT DISNEY CO AT COST 20,709 19,982
    256677105 DOLLAR GENERAL CORP AT COST 24,362 26,128
    35671D857 FREEPORT-MCMORAN INC AT COST 20,785 59,244
    36256V783 GMO RESOURCES FUND $ AT COST 48,928 49,091
    46137V357 INVESCO S&P 500 EQUA AT COST 187,680 222,355
    46637K281 JPMORGAN HEDGED EQUI AT COST 24,464 23,488
    592905509 METROPOLITAN WEST T/ AT COST 65,716 59,440
    91324P102 UNITEDHEALTH GROUP I AT COST 37,387 46,278
    922042858 VANGUARD FTSE EMERGI AT COST 89,670 86,880
    949746101 WELLS FARGO CO AT COST 50,517 52,487
    962879102 WHEATON PRECIOUS MET AT COST 25,346 24,852
    13321L108 CAMECO CORP AT COST 32,227 80,630
    464285204 ISHARES GOLD TRUST AT COST 45,634 46,816
    72201U638 PIMCO MORTAGE OPP & AT COST 56,895 53,434
    023135106 AMAZON COM INC AT COST 35,201 54,684
    40168W525 GUGGENHEIM TOTAL RET AT COST 35,970 32,719
    46187W107 INVITATION HOMES INC AT COST 35,221 32,334
    641224415 NEUBERGER BERMAN EME AT COST 117,492 106,489
    701094104 PARKER HANNIFIN CORP AT COST 18,775 26,270
    032095101 AMPHENOL CORP AT COST 36,846 42,042
    955306105 WEST PHARMACEUTICAL AT COST 21,207 16,068
    03027X100 AMERICAN TOWER CORP AT COST 11,873 15,425
    060505104 BANK OF AMERICA CORP AT COST 25,825 37,357
    169656105 CHIPOTLE MEXICAN GRI AT COST 13,558 18,923
    412295107 HARDING LOEVNER INTL AT COST 189,480 219,584
    46625H100 JP MORGAN CHASE & CO AT COST 21,166 34,256
    46653M849 JOHCM INTERNATIONAL AT COST 92,261 85,655
    52106N459 LAZARD GLOBAL LISTED AT COST 52,523 61,522
    72201U455 PIMCO TRENDS MANAGED AT COST 24,464 25,781
    883556102 THERMO FISHER SCIENT AT COST 4,494 19,905

    TY 2021 OtherExpensesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING/TAXES PAID 175 0   175


    TY 2021 OtherIncreasesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Description Amount
    ROUNDING 8


    TY 2021 TaxesSchedule
    Name:
    RICHARD E FULLER TRUST
    EIN:
    91-6027079
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 982 982   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,569 0   0
    FEDERAL ESTIMATES - PRINCIPAL 4,932 0   0
    FOREIGN TAXES ON NONQUALIFIED 219 219   0