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 07-01-2021 , and ending 06-30-2022
Name of foundation
THE HECK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)13250 RIVER ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GUERNEVILLE, CA954469593
A Employer identification number

20-5570213
B Telephone number (see instructions)

(707) 824-7225
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$5,655,749J 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 17 17 17
4 Dividends and interest from securities... 473,556 473,556 473,556
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 123,746
b Gross sales price for all assets on line 6a 274,930
7 Capital gain net income (from Part IV, line 2)... 123,746
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 2,000 2,000 2,000
12 Total. Add lines 1 through 11........ 599,319 599,319 475,573
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 0      
b Accounting fees (attach schedule)....... 0      
c Other professional fees (attach schedule).... 0      
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,444   7,444  
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 75   75  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 7,519 0 7,519 0
25 Contributions, gifts, grants paid....... 339,150 339,150
26 Total expenses and disbursements. Add lines 24 and 25 346,669 0 7,519 339,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 252,650
b Net investment income (if negative, enter -0-) 599,319
c Adjusted net income (if negative, enter -0-)... 468,054
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......... 82,747 42,816 42,816
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     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)....... 3,336,999 Click to see attachment3,629,580 5,612,933
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,419,746 3,672,396 5,655,749
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 0
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........ 100 100
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,419,646 3,672,296
29 Total net assets or fund balances (see instructions)..... 3,419,746 3,672,396
30 Total liabilities and net assets/fund balances (see instructions). 3,419,746 3,672,396
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,419,746
2
Enter amount from Part I, line 27a .....................
2
252,650
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,672,396
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,672,396
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 VANGUARD EQUITY INCOME FUND P 2012-01-17 2022-06-28
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 274,930 0 151,184 123,746
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a 0 0 0 123,746
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 123,746
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 8,331
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 8,331
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,312
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 5312 7 5,312
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 3,019
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletDAVID C FARIS CPA Telephone no.bullet (707) 824-7225

    Located atbullet13250 RIVER RDGUERNEVILLECA ZIP+4bullet954469593
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    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
    GARY B HECK CEO/DIRECTOR
    5.00     		0 0 0
    13250 RIVER RD
    GUERNEVILLE,CA95446
    DAVID C FARIS CFO/DIRECTOR
    5.00     		0 0 0
    13250 RIVER RD
    GUERNEVILLE,CA95446
    DANIEL C BAKER DIRECTOR
    5.00     		0 0 0
    13250 RIVER RD
    GUERNEVILLE,CA95446
    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 NONE 0
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    6,806,221
    b
    Average of monthly cash balances.......................
    1b
    64,784
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,871,005
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,871,005
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    103,065
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,767,940
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    338,397
    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
    338,397
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,331
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,331
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    330,066
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    330,066
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    330,066
    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 7 330,066
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 7,930
    e From 2020...... 0
    f Total of lines 3a through e ........ 7,930
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 339,150
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 330,066
    e Remaining amount distributed out of corpus 9,084
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 17,014
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    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 ......     		17,014
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 7,930
    d Excess from 2020.... 0
    e Excess from 2021.... 9,084
    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).)
    GARY B HECK
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID C FARIS
    13250 RIVER RD
    GUERNEVILLE,CA954469593
    (707) 824-7225
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATIONS INCLUDING STATUS AS A NON-PROFIT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ACTIVE 20-30 CLUB
    PO BOX 391
    SANTA ROSA,CA95402     		  501(C)(3) YOUTHACTIVITIES 5,000
    ACTIVE 20-30 CLUB #1029
    PO BOX 11133
    SANTA ROSA,CA95406     		  501(C)(3) YOUTHACTIVITIES 950
    AMERICAN CANCER SOCIETY
    1451 GUERNEVILLE RD
    SANTA ROSA,CA95406     		  501(C)(3) CANCERRESEARCH 1,000
    ANALY ALUMNI ASSOC
    8140 FRANKEL LN
    SEBASTOPOL,CA95472     		  501(C)(3) YOUTHACTIVITIES 1,000
    ARTSTART
    317 SUTTON PL
    SANTA ROSA,CA95407     		  501(C)(3) YOUTHART 1,000
    BAY AREA GERMAN SHEPARD RESCUE
    PO BOX 339
    FULTON,CA95439     		  501(C)(3) ANIMALRESCUE 1,000
    BECOMING INDEPENDENT
    1425 CORPORATE CENTER PARKWAY
    SANTA ROSA,CA95407     		  501(C)(3) HUMANSERVICES 1,000
    BOYS & GIRLS CLUB SONOMA-MARIN
    1400 N DUTTON AVE STE 14
    SANTA ROSA,CA95401     		  501(C)(3) YOUTHACTIVITIES 1,000
    BOYS & GIRLS CLUB SONOMA VALLEY
    100 WVERANO AVE
    SONOMA,CA95476     		  501(C)(3) YOUTHACTIVITIES 1,000
    CASA OF SONOMA COUNTY
    PO BOX 1418
    KENWOOD,CA95452     		  501(C)(3) CHILDSERVICES 1,000
    CANINE COMPANIONS
    2965 DUTTON AVE
    SANTA ROSA,CA95407     		  501(C)(3) DISABILITYDOG TRAINING 75,000
    CATHOLIC CHARITIES OF SANTA ROSA
    PO BOX 4900
    SANTA ROSA,CA95402     		  501(C)(3) HUMANSERVICES 5,000
    CDF FIREFIGHTERS BENEVOLENT
    1731 J ST STE 100
    SACRAMENTO,CA95811     		  501(C)(3) FAMILYSUPPORT 5,000
    GRATON DAY LABOR CENTER
    PO BOX 42
    GRATON,CA95444     		  501(C)(3) LABORRIGHTS 500
    CERES COMMUNITY PROJECT
    PO BOX 1562
    SEBASTOPOL,CA95473     		  501(C)(3) UNDERPRIVILEDGEDMEALS 1,000
    CHILDREN'S MIRACLE NETWORK
    1900 SANTA ROSA AVE
    SANTA ROSA,CA95407     		  501(C)(3) CHILDREN'SMEDICAL 500
    CHILDREN'S MUSEUM OF SONOMA COUNTY
    PO BOX 12323
    SANTA ROSA,CA95406     		  501(C)(3) YOUTHMUSEUM 5,000
    CHP 11-99 FOUNDATION
    2244 N STATE COLLEGE BLVD
    FULLERTON,CA92831     		  501(C)(3) SCHOLARSHIPASSISTANCE 5,000
    CHRISTMAS FOR KIDS
    33 MELINDA LN
    PETALUMA,CA94952     		  501(C)(3) YOUTHENRICHMENT 1,000
    COMMUNITY CHILD CARE COUNCIL
    131-A STONY CIRCLE STE 300
    SANTA ROSA,CA95401     		  501(C)(3) YOUTHCARE 1,000
    COMMUNITY SUPPORT NETWORK
    1410 GUERNEVILLE RD STE 14
    SANTA ROSA,CA95403     		  501(C)(3) HOUSINGPROGRAMS 5,000
    CONSERVATION CORP NORTH BAY
    27 LARKSPUR ST
    SAN RAFAEL,CA94901     		  501(C)(3) HABITATCONSERVATION 1,000
    COUNCIL ON AGING
    30 KAWANA SPRINGS RD
    SANTA ROSA,CA95404     		  501(C)(3) SENIORACTIVITIES 1,000
    DOGWOOD ANIMAL RESCUE
    1415 FULTON RE STE 205
    SANTA ROSA,CA95403     		  501(C)(3) ANIMALRESCUE 1,000
    EARLE BAUM CENTER
    4539 OCCIDENTAL RD
    SANTA ROSA,CA95401     		  501(C)(3) VISIONREHABILITATION 1,000
    EDUCATION FOUNDATION OF COTATI
    PO BOX 2736
    ROHNERT PARK,CA94927     		  501(C)(3) YOUTHACTIVITIES 1,000
    FAMILY JUSTICE CENTER
    2755 MENDOCINO AVE STE 100
    SANTA ROSA,CA95403     		  501(C)(3) FAMILYCARE 5,000
    FARM BUREAU FOUNDATION
    970 PINER RD
    SANTA ROSA,CA95403     		  501(C)(3) AGRICULTURALEDUCATION 2,500
    FOOD FOR THOUGHT
    PO BOX 1608
    FORESTVILLE,CA95436     		  501(C)(3) UNDERPRIVILEDGEDMEALS 5,000
    FORGET ME NOT FARM
    5345 HWY 12 WEST
    SANTA ROSA,CA95407     		  501(C)(3) CHILD ABUSETREATMENT 1,000
    FREE TO BE
    1180 FOURTH ST STE B
    SANTA ROSA,CA95404     		  501(C)(3) TEENCOUNSULING 1,500
    FREINDS OF GUERNEVILLE SCHOOL
    PO BOX 2893
    GUERNEVILLE,CA95446     		  501(C)(3) YOUTHEDUCATION 1,000
    FIRST RESPONDERS RESILIENCY
    2430 OLYMPIA DR
    SANTA ROSA,CA95405     		  501(C)(3) RESILIENCYTRAINING 1,000
    GEYSERVILLE EDUCATION FOUNDATION
    PO BOX 537
    GEYSERVILLE,CA95441     		  501(C)(3) YOUTHEDUCATION 1,000
    GIANT STEPS
    1390 N MCDOWELL BLVD STE G331
    PETALUMA,CA94954     		  501(C)(3) EQUINEPROGRAMS 1,000
    HANNA BOYS CENTER
    PO BOX 100
    SONOMA,CA95476     		  501(C)(3) TEEN CARE 1,000
    HUMANE SOCIETY OF SONOMA CO
    PO BOX 1296
    SANTA ROSA,CA95402     		  501(C)(3) ANIMALWELFARE 1,000
    INTERFAITH SUSTAINABLE FOOD
    101 MORRIS ST STE 212
    SEBASTOPOL,CA95472     		  501(C)(3) SUSTAINABLEFOOD SYSTEMS 1,000
    KLASS KIDS FOUNDATION
    PO BOX 925
    SAUSALITO,CA94966     		  501(C)(3) CHILDSAFETY 5,000
    LAGUNA DE SANTA ROSA FOUNDATION
    900 SANFORD RD
    SANTA ROSA,CA95401     		  501(C)(3) LAGUNARESTORATION 1,000
    LALUZ CENTER
    17560 GREGER ST
    SONOMA,CA95476     		  501(C)(3) FAMILYRESOURCES 1,000
    LANDPATHS
    618 4TH ST 217
    SANTA ROSA,CA95404     		  501(C)(3) OPENSPACE 1,000
    LEGAL AID
    144 SOUTH E ST STE 100
    SANTA ROSA,CA95404     		  501(C)(3) UNDERPRIVILEDGEDLEGAL SERVICES 1,000
    LIFE WORKS OF SONOMA CO
    1260 NORTH DUTTON STE 105
    SANTA ROSA,CA95401     		  501(C)(3) FAMILYSERVICES 1,000
    LILY'S LEGACY SENIOR DOG SANCTUARY
    PO BOX 751002
    PERALUMA,CA94975     		  501(C)(3) SENIOR DOGCARE 1,000
    THE LIVING ROOM CENTER
    328 SOUTH E ST
    SANTA ROSA,CA95404     		  501(C)(3) FAMILYSERVICES 1,000
    LUTHER BURBANK MEMORIAL FOUNDATION
    50 MARK WEST SPRINGS RD
    SANTA ROSA,CA95403     		  501(C)(3) ARTEDUCATION 3,750
    MAKE A WISH
    1333 BROADWAY STE 200
    OAKLAND,CA94612     		  501(C)(3) YOUTH HEALTHSERVICES 5,000
    MUSIC TEACHERS ASSOC OF CALIF
    2121 N CALIFORNIA BLVD STE 1030
    WALNUT CREEK,CA94596     		  501(C)(3) HEALTHSERVICES 500
    NATIONS FINEST
    2455 BENNETT VALLEY RD C105
    SANTA ROSA,CA95404     		  501(C)(3) VETERANPROGRAMS 1,000
    NORTH BAY CHILDRENS CENTER
    932 C ST
    NOVATO,CA94949     		  501(C)(3) EARLYCHILDCARE 1,000
    NORTH MARIN COMMUNITY SERVICES
    680 WILSON AVE
    NOVATO,CA94947     		  501(C)(3) FAMILYSERVICES 1,000
    OAKS OF HEBRON
    6950 COMMERCE BLVD STE 7
    ROHNERT PARK,CA94928     		  501(C)(3) DEVELPMENTALLYCHALLENGEDSUPPORT 1,000
    PDI SURGERY CENTER
    1380 19TH HOLE DR
    WINDSOR,CA95492     		  501(C)(3) CHILDREN'SDENTAL HEALTH 1,000
    PACIFIC COAST AIR MUSEUM
    ONE AIR MUSEUM WAY
    SANTA ROSA,CA95403     		  501(C)(3) AVIATIONPRESERVATION 2,000
    PAWS AS LOVING SUPPORT
    7580 COVEY RD
    FORESTVILLE,CA95436     		  501(C)(3) PETASSISTANCE 1,000
    PEGASUS THEATER CO
    PO BOX 2814
    GUERNEVILLE,CA95446     		  501(C)(3) THEATERARTS 1,000
    PEPPERWOOD PRESERVE
    2130 PEPPERWOOD PRESERVE RD
    SANTA ROSA,CA95404     		  501(C)(3) YOUTHEDUCATION 1,000
    PETALUMA PEOPLE SERVICES
    1500 PETALUMA BLVD SO STE A
    PETALUMA,CA94952     		  501(C)(3) COMMUNITYSERVICES 1,000
    POLE MOUNTAIN LOOKOUT
    PO BOX 141
    CAZADERO,CA95421     		  501(C)(3) SAFEGRADUATION 1,000
    REDWOOD EMPIRE BOY SCOUT COUNCIL
    1000 APOLLO WAY STE 106
    SANTA ROSA,CA95407     		  501(C)(3) YOUTHACTIVITES 3,500
    REDWOOD EMPIRE FOOD BANK
    3990 BRICKWAY BLVD
    SANTA ROSA,CA95403     		  501(C)(3) FOODBANK 10,000
    REDWOOD GOSPEL MISSION
    PO BOX 493
    SANTA ROSA,CA95402     		  501(C)(3) LOW INCOMEASSISTANCE 2,000
    RIP CITY RIDERS
    PO BOX 2970
    PETALUMA,CA94953     		  501(C)(3) YOUTHSERVICES 1,000
    RIVER TO COAST CHILDREN'S SERVICES
    PO BOX 16
    GUERNEVILLE,CA95446     		  501(C)(3) FAMILYSERVICES 1,000
    RUSSIAN RIVER ALLICANCE
    PO BOX 904
    MONTE RIO,CA95462     		  501(C)(3) COMMUNITYIMPROVEMENT 1,000
    RUSSIAN RIVER CHAMBER OF COMMERCE
    PO BOX 331
    GUERNEVILLE,CA95446     		  501(C)(3) COMMUNITYSERVICES 1,000
    RUSSIAN RIVER FIREFIGHTERS' ASSOC
    PO BOX 367
    GUERNEVILLE,CA95446     		  501(C)(3) COMMUNITYSERVICES 5,000
    RUSSIAN RIVER ROTARY
    PO BOX 394
    GUERNEVILLE,CA95446     		  501(C)(3) EDUCATIONSCHOLARSHIPS 1,200
    RUSSIAN RIVERKEEPER
    PO BOX 1335
    HEALDSBURG,CA95448     		  501(C)(3) ENVIRONMENTALCARE 1,000
    6TH STREET PLAYHOUSE
    52 W 6TH ST
    SANTA ROSA,CA95401     		  501(C)(3) PERFORMINGARTS 1,000
    SRJC FOUNDATION
    1501 MENDOCINO AVE
    SANTA ROSA,CA95401     		  501(C)(3) EDUCATIONPROGRAMS 12,500
    SR CHARTER SCHOOL FOR ARTS
    756 HUMBOLDT ST
    SANTA ROSA,CA95404     		  501(C)(3) ARTEDUCATION 500
    SANTA ROSA PARKS FOUNDATION
    PO BOX 558
    SANTA ROSA,CA95402     		  501(C)(3) PARKMAINTENANCE 1,000
    SANTA ROSA MEMORIAL HOSPITAL FOUNDATION
    1154 MONTGOMERY DR STE 1
    SANTA ROSA,CA95405     		  501(C)(3) LIFE-SAVINGPROGRAMS 1,000
    SANTA ROSA SYMPHONY ASSOC
    50 SANTA ROSA AVE STE 410
    SANTA ROSA,CA95404     		  501(C)(3) MUSICENRICHMENT 5,000
    SEBASTOPOL ARE SENIOR CENTER
    167 N HIGH ST
    SEBASTOPOL,CA95472     		  501(C)(3) SENIORPROGRAMS 1,000
    SEBASTOPOL KIWANIS CLUB
    708 GRAVENSTEIN HWY 40
    SEBASTOPOL,CA95472     		  501(C)(3) YOUTHACTIVITIES 1,000
    SEBASTOPOL SEA SERPENTS
    PO BOX 2517
    SEBASTOPOL,CA95473     		  501(C)(3) YOUTH SWIMLESSONS 1,000
    SENIOR ADVOCACY SERVICES
    1304 SOUTHPOINT BLVD STE 280
    PETALUMA,CA94954     		  501(C)(3) SENIORSERVICES 1,000
    SIDE BY SIDE
    300 SUNNY HILLS DR BLDG 5
    SAN ANSELMO,CA94960     		  501(C)(3) YOUTHSERVICES 1,000
    SONOMA CO DEPUTY SHERRIFS' ASSOC
    PO BOX 9416
    SANTA ROSA,CA95405     		  501(C)(3) COMMUNITYSAFETY 2,000
    SONOMA COUNTY MUSEUM
    425 7TH ST
    SANTA ROSA,CA95401     		  501(C)(3) ARTPRESERVATION 1,000
    SONOMA CO FARM BUREAU
    3589 WESTWIND BLVD
    SANTA ROSA,CA95403     		  501(C)(3) FARMEDUCATION 1,000
    SONOMA COUNTY FIRE DISTRICT
    8200 OLD REWOOD HWY
    WINDSOR,CA95492     		  501(C)(3) FIRESAFETY 1,000
    SONOMA COUNTY REGIONAL PARKS FOUNDATION
    2300 COUNTY CENTER DR STE 120A
    SANTA ROSA,CA95403     		  501(C)(3) RIVERRESCUE 2,500
    SONOMA CO SAFE & SOBER PROJECT GRAD
    6950 ANALY AVE
    SEBASTOPOL,CA95472     		  501(C)(3) YOUTHSERVICES 500
    SONOMA COUNTY SEARCH & RESCUE
    PO BOX 1905
    WINDSOR,CA95492     		  501(C)(3) SEARCH &RESUE AID 1,000
    SONOMA COUNTY VITNERS FOUNDATION
    400 AVIATION BLVD STE 500
    SANTA ROSA,CA95403     		  501(C)(3) YOUTHCHARITIES 25,000
    SONOMA ECOLOGY CENTER
    PO BOX 1485
    ELDRIDGE,CA95431     		  501(C)(3) PARKPRESERVATION 1,000
    SONOMA LAND TRUST
    PO BOX 966
    SANTA ROSA,CA95404     		  501(C)(3) LANDCONSERVATION 1,000
    SONOMA STATE UNIV
    1801 EAST COTATI AVE
    ROHNERT PARK,CA94928     		  501(C)(3) WINEBUSINESSPROGRAM 50,000
    SONOMA VALLEY EDUCATION FOUNDATION
    PO BOX 493
    SONOMA,CA95476     		  501(C)(3) YOUTHEDUCATION 1,000
    ST ELIZABETH CATHOLIC CHURCH
    1405 WOODLAND DR
    GUERNEVILLE,CA95446     		  501(C)(3) CHURCHSUPPORT 1,000
    ST JOSEPH CHURCH MEN'S CLUB
    5340 HESSEL RD
    SEBASTOPOL,CA95472     		  501(C)(3) MINISTRIESSUPPORT 500
    ST VINCENT DEPAUL
    PO BOX 1095
    ROHNERT PARK,CA94927     		  501(C)(3) HOMELESSSUPPORT 5,000
    STEWARDS OF THE COAST AND REDWOODS
    PO BOX 2
    DUNCANS MILLS,CA95430     		  501(C)(3) LANDPRESERVATION 1,000
    SUMMER REPETORY THEATER
    1501 MENDOCINO AVE
    SANTA ROSA,CA95401     		  501(C)(3) PERFORMINGARTS 1,000
    360 SQUAD CLUB
    6100 LABATH AVE
    ROHNERT PARK,CA94928     		  501(C)(3) WIDOW & ORPHANSUPPORT 500
    TLC CHILD & FAMILY SERVICES
    1800 N GRAVENSTEIN HWY
    SEBASTOPOL,CA95472     		  501(C)(3) FOSTERYOUTH CARE 1,000
    TRANSCENDENCE THEATER CO
    19201 SONOMA HWY 214
    SONOMA,CA95476     		  501(C)(3) PERFORMINGARTS 1,000
    VOM OBSERVATORY ASOC
    PO BOX 898
    GLEN ELLEN,CA95442     		  501(C)(3) STEMLEARNING 1,000
    WASHINGTON CROSSING FOUNDATION
    6934 RADCLIFFE ST
    BRISTOL,PA19007     		  501(C)(3) YOUTHEDUCATION 1,000
    WEST COUNTY COMMUNITY SERVICES
    PO BOX 325
    GUERNEVILLE,CA95446     		  501(C)(3) MENTALHEALTHCOUNSELING 1,000
    WEST COUNTY HEALTH CENTERS
    PO BOX 1449
    GUERNEVILLE,CA95446     		  501(C)(3) FAMILYSERVICES 5,000
    WINDSOR CHRISTIAN ACADEMY
    10285 STARR RD
    WINDSOR,CA95492     		  501(C)(3) YOUTHEDUCATION 250
    YWCA SONOMA COUNTY
    PO BOX 3506
    SANTA ROSA,CA95402     		  501(C)(3) EMPOWERINGWOMEN 1,000
    YOUTH AG LEADERSHIP OF SONOMA CO
    PO BOX 3506
    ROHNERT PARK,CA94927     		  501(C)(3) YOUTHLEADERSHIP 1,000
    Total .................................bullet 3a 339,150
    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 ...........     		        17
    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 ............     		        123,746
    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) ..     597,319
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    597,319
    (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.)
    4 PROVIDES FUNDS FOR EXEMPT PURPOSE
    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:  
    Part VI Line 7 - Tax Paid with the Original Return: 5,312


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE HECK FOUNDATION
    EIN:
    20-5570213
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD PRIMECAP CORE 1,121,568 1,731,181
    VANGUARD DIVIDEND GROWTH 550,929 1,008,694
    VANGUARD INTERNATIONAL GROWTH 432,975 499,035
    VANGUARD EQUITY INCOME 404,687 495,046
    PRIMECAP ODYSSEY GROWTH 608,325 709,542
    VANGUARD SMALL CAP GROWTH 511,096 1,169,435

    TY 2021 OtherExpensesSchedule
    Name:
    THE HECK FOUNDATION
    EIN:
    20-5570213
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DEPARTMENT OF JUSTICE 75   75  


    TY 2021 OtherIncomeSchedule2
    Name:
    THE HECK FOUNDATION
    EIN:
    20-5570213
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISC 2,000 2,000 2,000


    TY 2021 TaxesSchedule
    Name:
    THE HECK FOUNDATION
    EIN:
    20-5570213
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS 7,444   7,444