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 SIMON BROS FAMILY FDTN XXXXX3003
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

52-6839797
B Telephone number (see instructions)

(800) 496-2583
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$4,091,102J 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... 143,242 132,247  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 210,233
b Gross sales price for all assets on line 6a 1,318,108
7 Capital gain net income (from Part IV, line 2)... 210,233
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........ 353,475 342,480  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 37,283 23,191   14,092
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,229 2,219   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 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,762 25,410 0 14,342
25 Contributions, gifts, grants paid....... 206,786 206,786
26 Total expenses and disbursements. Add lines 24 and 25 250,548 25,410 0 221,128
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 102,927
b Net investment income (if negative, enter -0-) 317,070
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......... 50,814 32,517 32,517
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)....... 2,507,330 Click to see attachment2,621,749 3,215,070
c Investments—corporate bonds (attach schedule)....... 899,779 Click to see attachment906,579 843,515
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 3,457,923 3,560,845 4,091,102
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........ 3,457,923 3,560,845
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)..... 3,457,923 3,560,845
30 Total liabilities and net assets/fund balances (see instructions). 3,457,923 3,560,845
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
3,457,923
2
Enter amount from Part I, line 27a .....................
2
102,927
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,560,850
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
5
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,560,845
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 13. HONEYWELL INTL INC   2010-02-01 2021-08-19
b 35. RAYTHEON TECHNOLOGIES CORP     2021-08-19
c 2. STANLEY BLACK & DECKER,INC.   2020-10-05 2021-08-19
d 1. STANLEY BLACK & DECKER,INC.   2016-02-17 2021-08-20
e 6. STANLEY BLACK & DECKER,INC.   2016-02-17 2021-08-20
4. STANLEY BLACK & DECKER,INC.   2016-02-17 2021-08-23
3. STANLEY BLACK & DECKER,INC.     2021-08-24
44. FISERV INC     2021-09-09
3. LAM RESEARCH CORPORATION COMMON   2020-12-17 2021-09-09
3. UNION PAC CORP   2017-05-18 2021-09-09
5. UNION PAC CORP   2017-05-18 2021-09-09
16. UNION PAC CORP   2017-05-18 2021-09-09
31. UNION PAC CORP     2021-09-09
5. UNION PAC CORP   2015-09-29 2021-09-09
2. ASML HOLDING NV-NY REG SHS   2020-03-05 2021-09-09
9. LILLY ELI & CO     2021-09-15
1. LILLY ELI & CO   2015-06-11 2021-09-15
2. RAYTHEON TECHNOLOGIES CORP   2020-11-24 2021-09-15
33. RAYTHEON TECHNOLOGIES CORP   2020-11-24 2021-09-15
4. VERTEX PHARMACEUTICALS INC   2011-12-15 2021-09-15
15. VERTEX PHARMACEUTICALS INC   2011-12-15 2021-09-15
2. VERTEX PHARMACEUTICALS INC   2011-12-15 2021-09-15
24. FISERV INC     2021-10-12
11. MASTERCARD INC - CLASS A     2021-10-12
14. PAYPAL HOLDINGS INC     2021-10-12
668. JPMORGAN BETABUILDERS JAPAN ETF     2021-10-21
1. LAM RESEARCH CORPORATION COMMON   2020-12-17 2021-10-21
4. LAM RESEARCH CORPORATION COMMON     2021-10-21
3. LAM RESEARCH CORPORATION COMMON   2020-11-03 2021-10-21
11. LAM RESEARCH CORPORATION COMMON     2021-10-21
45. RAYTHEON TECHNOLOGIES CORP     2021-10-21
10. RAYTHEON TECHNOLOGIES CORP   2020-12-03 2021-10-21
5. RAYTHEON TECHNOLOGIES CORP     2021-10-21
2. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
38. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
177. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
29. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
8. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
317. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
214. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
464. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
273. ISHARES CORE MSCI EMERGING   2020-10-20 2021-10-26
82. COMCAST CORP NEW CL A   2021-04-16 2021-10-27
16. COMCAST CORP NEW CL A   2019-01-29 2021-10-27
5. YUM BRANDS INC   2020-10-15 2021-10-27
15. YUM BRANDS INC     2021-10-27
6. YUM BRANDS INC     2021-10-27
17. YUM BRANDS INC     2021-10-27
9. YUM BRANDS INC     2021-10-27
2. YUM BRANDS INC   2018-11-27 2021-10-27
11. YUM BRANDS INC     2021-10-27
17. YUM BRANDS INC   2020-03-11 2021-10-28
1. YUM BRANDS INC   2020-03-11 2021-10-28
7. YUM BRANDS INC   2020-03-11 2021-10-28
1. YUM BRANDS INC   2020-03-11 2021-10-28
1. PAYPAL HOLDINGS INC   2019-01-23 2021-10-29
25. PAYPAL HOLDINGS INC     2021-10-29
18. PAYPAL HOLDINGS INC     2021-11-01
125. COMCAST CORP NEW CL A     2021-11-02
31. COMCAST CORP NEW CL A   2009-12-07 2021-11-02
5. ZIMMER HLDGS INC     2021-11-02
12. ZIMMER HLDGS INC     2021-11-02
4. ZIMMER HLDGS INC     2021-11-02
2. ZIMMER HLDGS INC     2021-11-02
7. ZIMMER HLDGS INC     2021-11-02
6. ZIMMER HLDGS INC     2021-11-03
16. STANLEY BLACK & DECKER,INC.     2021-11-05
2. STANLEY BLACK & DECKER,INC.     2021-11-05
6. STANLEY BLACK & DECKER,INC.   2016-02-11 2021-11-08
9. STANLEY BLACK & DECKER,INC.     2021-11-08
4. STANLEY BLACK & DECKER,INC.   2016-02-11 2021-11-08
1. ANALOG DEVICES INC   2021-09-09 2021-11-19
5. ANALOG DEVICES INC   2021-09-09 2021-11-19
2. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
6. ANALOG DEVICES INC     2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
2. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
2. ANALOG DEVICES INC   2021-09-09 2021-12-06
29. ANALOG DEVICES INC     2021-12-06
4. NETFLIX.COM INC   2018-09-13 2021-12-06
1. ANALOG DEVICES INC   2020-12-17 2021-12-07
2. ANALOG DEVICES INC   2020-11-06 2021-12-07
5. ZIMMER HLDGS INC   2017-11-20 2021-12-29
8. ZIMMER HLDGS INC   2017-11-20 2021-12-29
16. ZIMMER HLDGS INC     2021-12-29
21. ZIMMER HLDGS INC     2021-12-29
1. ZIMMER HLDGS INC   2017-11-13 2021-12-30
505.295 FIDELITY INTL INDX-INST PRM   2021-12-23 2022-01-04
1323. ISHARES MISCI EAFE INDEX FUND     2022-01-04
1708.446 JPM INTERM T/F BND FD - USD - R6 ISIN US48129C1080   2021-10-26 2022-01-04
7756.16 JPM INTERM T/F BND FD - USD - R6 ISIN US48129C1080     2022-01-04
439. SPDR TR UNIT SER 1     2022-01-04
3. NETFLIX.COM INC   2019-05-16 2022-01-05
4. NETFLIX.COM INC   2019-05-16 2022-01-05
3. SNAP INC - A   2021-10-27 2022-01-21
2. SNAP INC - A   2021-10-27 2022-01-21
100. SNAP INC - A     2022-01-21
17. SNAP INC - A   2021-12-06 2022-01-21
34. SNAP INC - A   2021-12-06 2022-01-21
1898. SCHWAB SHORT-TERM US TREAS     2022-01-26
7. SHOPIFY INC - CLASS A     2022-02-03
11. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
3. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
2. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
4093.894 SIX CIRCLES CREDIT OPPORT   2021-02-08 2022-02-07
6. WEX INC   2021-03-05 2022-02-08
1. WEX INC   2020-12-03 2022-02-08
5. WEX INC     2022-02-08
4. WEX INC   2020-04-28 2022-02-08
78.85 FIDELITY 500 INDEX FUND   2021-10-26 2022-02-09
3. WEX INC   2020-04-28 2022-02-09
16. WEX INC     2022-02-09
1. WEX INC   2016-06-01 2022-02-09
4. WEX INC     2022-02-09
1. WEX INC   2016-05-31 2022-02-10
13. WEX INC     2022-02-10
1. WEX INC   2016-05-03 2022-02-11
2. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
6. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
4. WORKDAY INC-CLASS A     2022-02-15
8. WORKDAY INC-CLASS A     2022-02-16
2. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
1. NORFOLK SOUTHN CORP   2021-09-09 2022-03-03
9. NORFOLK SOUTHN CORP     2022-03-03
10. PPG INDS INC     2022-03-03
33. PPG INDS INC     2022-03-03
4. PPG INDS INC   2020-11-04 2022-03-04
10. PPG INDS INC     2022-03-04
6. INGERSOLL RAND INC COMMON STOCK   2021-10-21 2022-03-08
77. INGERSOLL RAND INC COMMON STOCK     2022-03-08
31. PAYPAL HOLDINGS INC     2022-03-08
32. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2022-04-07
33. SCHWAB CHARLES CORP NEW     2022-04-07
28. WELLS FARGO & CO NEW   2021-04-27 2022-04-07
22. WELLS FARGO & CO NEW   2021-03-03 2022-04-07
6. APTIV PLC     2022-04-08
2. APTIV PLC   2021-11-02 2022-04-08
4. APTIV PLC   2021-11-02 2022-04-08
5. APTIV PLC   2021-11-02 2022-04-08
17. APTIV PLC   2021-11-02 2022-04-08
2. APTIV PLC   2021-11-02 2022-04-08
12. APTIV PLC     2022-04-11
2. LAUDER ESTEE COS INC CL A   2021-01-08 2022-05-10
24. LAUDER ESTEE COS INC CL A     2022-05-10
7. NEXTERA ENERGY INC   2021-11-02 2022-05-10
7. NEXTERA ENERGY INC   2021-11-02 2022-05-10
21. NEXTERA ENERGY INC   2021-11-02 2022-05-10
20. NEXTERA ENERGY INC   2021-11-02 2022-05-10
12. NEXTERA ENERGY INC   2020-05-04 2022-05-10
12. NEXTERA ENERGY INC   2020-05-04 2022-05-11
28. NEXTERA ENERGY INC     2022-05-11
3. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
24. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
95. SCHWAB CHARLES CORP NEW     2022-05-19
30. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
1. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
3. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
16. LOWES COS INC     2022-05-20
9. NVIDIA CORP   2017-10-03 2022-05-20
179. JPMORGAN BETABUILDERS EUROPE ETF   2021-12-23 2022-05-25
1536. JPMORGAN BETABUILDERS EUROPE ETF     2022-05-25
35. AMAZON COM INC     2022-06-17
16. INTUITIVE SURGICAL INC NEW     2022-06-17
24. NIKE INC   2021-02-17 2022-06-17
24. AMERICAN EXPRESS CO     2022-06-24
762.927 FIDELITY 500 INDEX FUND     2022-06-27
160.519 FIDELITY 500 INDEX FUND   2020-03-05 2022-06-27
185. JPMORGAN BETABUILDERS DEVELO   2021-01-22 2022-06-27
1724.866 SIX CIRCLES US UNCONSTR EQ   2021-12-23 2022-06-27
1169.704 SIX CIRCLES US UNCONSTR EQ   2021-02-17 2022-06-27
1591.534 SIX CIRCLES INTL UNCON EQ   2021-10-21 2022-06-27
3240.546 SIX CIRCLES TAX AWARE BND     2022-06-27
12. AMERICAN EXPRESS CO   2020-12-03 2022-06-30
1. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-06-30
14. INGERSOLL RAND INC COMMON STOCK     2022-06-30
14. INGERSOLL RAND INC COMMON STOCK     2022-06-30
8. INGERSOLL RAND INC COMMON STOCK   2021-05-17 2022-06-30
3. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
3. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
21. MORGAN STANLEY DEAN WITTER & CO NEW   2013-04-19 2022-06-30
5. NVIDIA CORP   2017-10-03 2022-06-30
4. NVIDIA CORP   2017-10-03 2022-06-30
2. TRANE TECHNOLOGIES PLC     2022-06-30
4. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
10. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 2,951   486 2,465
b 2,922   2,629 293
c 379   339 40
d 190   93 97
e 1,141   559 582
763   372 391
576   277 299
5,081   4,158 923
1,773   1,457 316
632   322 310
1,052   537 515
3,353   1,718 1,635
6,511   2,802 3,709
1,051   431 620
1,709   585 1,124
2,108   1,299 809
234   84 150
169   148 21
2,793   2,444 349
755   125 630
2,841   470 2,371
379   63 316
2,504   2,062 442
3,800   4,006 -206
3,579   1,339 2,240
37,923   38,350 -427
539   486 53
2,166   1,595 571
1,637   1,107 530
6,066   4,052 2,014
4,099   3,317 782
909   733 176
455   351 104
182   137 45
3,456   2,595 861
11,277   9,739 1,538
1,860   1,596 264
510   440 70
20,217   17,443 2,774
13,636   11,775 1,861
29,556   25,532 4,024
17,393   15,022 2,371
4,345   4,519 -174
848   578 270
635   497 138
1,902   1,454 448
755   559 196
2,154   1,556 598
1,136   811 325
255   179 76
1,391   918 473
2,125   1,383 742
124   81 43
868   569 299
125   81 44
232   90 142
5,839   2,254 3,585
4,157   1,544 2,613
6,522   2,104 4,418
1,622   262 1,360
731   597 134
1,750   1,380 370
582   454 128
291   227 64
1,019   791 228
880   673 207
2,947   1,462 1,485
368   180 188
1,108   540 568
1,654   808 846
734   358 376
188   170 18
944   848 96
382   339 43
192   170 22
1,117   1,016 101
188   168 20
372   336 36
188   168 20
362   336 26
5,251   4,281 970
2,449   1,483 966
185   143 42
370   267 103
641   561 80
1,030   897 133
2,061   1,775 286
2,692   2,324 368
129   110 19
25,133   24,714 419
105,347   77,932 27,415
18,913   19,015 -102
85,861   83,187 2,674
209,638   88,027 121,611
1,720   1,085 635
2,317   1,447 870
97   164 -67
65   109 -44
3,232   5,400 -2,168
546   813 -267
1,101   1,626 -525
95,849   97,405 -1,556
5,738   10,449 -4,711
2,618   3,080 -462
710   840 -130
474   560 -86
40,898   42,331 -1,433
974   1,273 -299
162   181 -19
806   814 -8
645   491 154
12,562   12,522 40
499   366 133
2,681   1,769 912
167   92 75
673   370 303
168   92 76
2,231   1,191 1,040
169   91 78
470   560 -90
1,412   1,680 -268
939   1,120 -181
1,822   2,223 -401
456   553 -97
272   248 24
2,461   2,229 232
1,275   1,368 -93
4,219   4,469 -250
497   539 -42
1,236   1,345 -109
274   326 -52
3,558   4,125 -567
2,898   2,611 287
2,623   657 1,966
2,627   1,976 651
1,325   1,261 64
1,041   836 205
650   1,044 -394
217   347 -130
438   694 -256
544   868 -324
1,849   2,951 -1,102
218   347 -129
1,316   1,750 -434
466   519 -53
5,519   5,902 -383
481   598 -117
484   598 -114
1,462   1,794 -332
1,401   1,709 -308
841   682 159
841   682 159
1,978   1,417 561
190   180 10
1,508   1,436 72
5,962   5,598 364
1,897   1,619 278
63   54 9
190   162 28
2,929   1,213 1,716
1,441   403 1,038
9,206   10,587 -1,381
78,996   89,078 -10,082
3,715   6,057 -2,342
3,083   5,681 -2,598
2,578   3,456 -878
3,474   3,041 433
103,667   116,087 -12,420
21,811   16,888 4,923
8,895   10,519 -1,624
21,354   25,804 -4,450
14,481   16,692 -2,211
14,578   17,825 -3,247
30,947   33,823 -2,876
1,652   1,472 180
42   49 -7
589   687 -98
588   682 -94
336   389 -53
898   1,127 -229
897   1,125 -228
1,595   431 1,164
758   224 534
609   179 430
260   309 -49
519   617 -98
1,298   1,541 -243
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
      40,031
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       2,465
b       293
c       40
d       97
e       582
      391
      299
      923
      316
      310
      515
      1,635
      3,709
      620
      1,124
      809
      150
      21
      349
      630
      2,371
      316
      442
      -206
      2,240
      -427
      53
      571
      530
      2,014
      782
      176
      104
      45
      861
      1,538
      264
      70
      2,774
      1,861
      4,024
      2,371
      -174
      270
      138
      448
      196
      598
      325
      76
      473
      742
      43
      299
      44
      142
      3,585
      2,613
      4,418
      1,360
      134
      370
      128
      64
      228
      207
      1,485
      188
      568
      846
      376
      18
      96
      43
      22
      101
      20
      36
      20
      26
      970
      966
      42
      103
      80
      133
      286
      368
      19
      419
      27,415
      -102
      2,674
      121,611
      635
      870
      -67
      -44
      -2,168
      -267
      -525
      -1,556
      -4,711
      -462
      -130
      -86
      -1,433
      -299
      -19
      -8
      154
      40
      133
      912
      75
      303
      76
      1,040
      78
      -90
      -268
      -181
      -401
      -97
      24
      232
      -93
      -250
      -42
      -109
      -52
      -567
      287
      1,966
      651
      64
      205
      -394
      -130
      -256
      -324
      -1,102
      -129
      -434
      -53
      -383
      -117
      -114
      -332
      -308
      159
      159
      561
      10
      72
      364
      278
      9
      28
      1,716
      1,038
      -1,381
      -10,082
      -2,342
      -2,598
      -878
      433
      -12,420
      4,923
      -1,624
      -4,450
      -2,211
      -3,247
      -2,876
      180
      -7
      -98
      -94
      -53
      -229
      -228
      1,164
      534
      430
      -49
      -98
      -243
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 210,233
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 4,407
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,407
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,128
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 4,128
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 9 279
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 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)
    bulletNY
    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 ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		37,283    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL606032003
    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
    4,880,035
    b
    Average of monthly cash balances.......................
    1b
    38,803
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,918,838
    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
    4,918,838
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    73,783
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,845,055
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    242,253
    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
    242,253
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,407
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,407
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    237,846
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    237,846
    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
    237,846
    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 7 237,846
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 206,786
    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$ 221,128
    a Applied to 2020, but not more than line 2a 206,786
    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..... 14,342
    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 ..........     		223,504
    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
    PHILANTHROPY MASSACHUSETTS
    133 FEDERAL STREET SUITE 802
    BOSTON,MA02110     		NONE PC GENERAL 1,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD STE 1200
    JENKINTOWN,PA19046     		NONE PC GENERAL 30,786
    STEPS TO SUCCESS INC
    PO BOX 470421
    BROOKLINE VILLAGE,MA02447     		NONE PC GENERAL 5,000
    NEW VISIONS FOR PUBLIC SCHOOLS
    320 W 13TH ST SIXTH FLOOR
    NEW YORK,NY10014     		NONE PC GENERAL 80,000
    EDVESTORS
    140 CLARENDON STREET SUITE 305
    BOSTON,MA02116     		NONE PC GENERAL 75,000
    BOSTON SCHOOLS FUND
    31 HEATH ST
    BOSTON,MA02130     		NONE PC GENERAL 15,000
    Total .................................bullet 3a 206,786
    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 ............     		    18 210,233  
    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) ..   353,475  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    353,475
    (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 InvestmentsCorpBondsSchedule
    Name:
    THE SIMON BROS FAMILY FDTN XXXXX3003
    EIN:
    52-6839797
    Name of Bond End of Year Book Value End of Year Fair Market Value
    48129C108 JPM INTERM T/F BND 240,369 227,137
    464287440 ISHARES 7-10 YEAR TR 50,094 46,035
    808524862 SCHWAB SHORT-TERM US 99,197 95,084
    83002G801 SIX CIRCLES TAX AWAR 271,836 251,186
    83002G884 SIX CIRCLES CREDIT O 94,117 83,544
    464288661 ISHARES 3-7 YEAR TRE 46,193 45,588
    4812CA645 JPM MUNICIPAL INCOME 104,773 94,941

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SIMON BROS FAMILY FDTN XXXXX3003
    EIN:
    52-6839797
    Name of Stock End of Year Book Value End of Year Fair Market Value
    02079K107 ALPHABET INC-CL C 8,569 39,374
    02079K305 ALPHABET INC-CL A 2,438 15,255
    09062X103 BIOGEN INC 5,814 4,079
    101137107 BOSTON SCIENTIFIC CO 6,472 9,467
    110122108 BRISTOL-MYERS SQUIBB 14,858 17,941
    16119P108 CHARTER COMMUNICATIO 3,410 7,965
    20030N101 COMCAST CORP-CLASS A    
    30303M102 META PLATFORMS INC-C 13,351 13,868
    438516106 HONEYWELL INTERNATIO 2,370 11,471
    464287465 ISHARES MSCI EAFE ET 173,476 186,970
    532457108 ELI LILLY & CO 5,612 23,993
    548661107 LOWE'S COS INC 1,164 10,655
    57636Q104 MASTERCARD INC - A 9,864 26,500
    594918104 MICROSOFT CORP 15,130 67,546
    609207105 MONDELEZ INTERNATION 2,966 8,444
    617446448 MORGAN STANLEY 3,636 13,463
    65339F101 NEXTERA ENERGY INC 8,562 13,788
    655844108 NORFOLK SOUTHERN COR 9,872 15,228
    67103H107 O'REILLY AUTOMOTIVE 5,828 12,003
    713448108 PEPSICO INC 9,509 14,833
    723787107 PIONEER NATURAL RESO 6,999 14,277
    78462F103 SPDR S&P 500 ETF TRU 167,564 327,830
    854502101 STANLEY BLACK & DECK    
    882508104 TEXAS INSTRUMENTS IN 7,380 16,902
    907818108 UNION PACIFIC CORP    
    91324P102 UNITEDHEALTH GROUP I 6,427 40,063
    92532F100 VERTEX PHARMACEUTICA    
    94106B101 WASTE CONNECTIONS IN 4,741 9,173
    949746101 WELLS FARGO & CO 12,742 15,002
    96208T104 WEX INC    
    315911750 FIDELITY 500 INDEX-I 255,044 354,121
    67066G104 NVIDIA CORP 2,239 7,580
    70450Y103 PAYPAL HOLDINGS INC    
    98956P102 ZIMMER BIOMET HOLDIN    
    337738108 FISERV INC 5,622 6,050
    580135101 MCDONALD'S CORP 13,106 14,319
    988498101 YUM] BRANDS INC    
    64110L106 NETFLIX INC    
    83002G306 SIX CIRCLES US UNCON 424,000 483,172
    83002G405 SIX CIRCLES INTL UNC 400,658 367,387
    G5494J103 LINDE PLC 12,429 20,990
    N6596X109 NXP SEMICONDUCTORS N 19,738 21,612
    00287Y109 ABBVIE INC 10,017 20,064
    023135106 AMAZON.COM INC 17,672 40,891
    025816109 AMERICAN EXPRESS CO 7,551 9,426
    037833100 APPLE INC 734 44,161
    060505104 BANK OF AMERICA CORP 3,610 11,985
    09857L108 BOOKING HOLDINGS INC 11,972 12,243
    461202103 INTUIT INC 6,711 9,251
    883556102 THERMO FISHER SCIENT 10,474 16,842
    N07059210 ASML HOLDING NV-NY R 2,924 4,759
    007903107 ADVANCED MICRO DEVIC 10,257 8,029
    031100100 AMETEK INC 8,517 8,462
    032654105 ANALOG DEVICES INC 8,130 8,911
    20825C104 CONOCOPHILLIPS 17,856 22,183
    363576109 ARTHUR J GALLAGHER & 8,676 9,945
    43300A203 HILTON WORLDWIDE HOL 8,219 7,244
    45687V106 INGERSOLL RAND INC C 7,367 6,396
    46434G103 ISHARES CORE MSCI EM    
    46641Q191 JPMORGAN BETABUILDER 41,517 42,808
    46641Q217 JPMORGAN BETABUILDER 122,695 116,389
    46641Q225 JPMORGAN BETABUILDER 106,225 130,697
    46641Q233 JPMORGAN BETABUILDER 89,257 83,267
    512807108 LAM RESEARCH CORP    
    518439104 ESTEE LAUDER COMPANI    
    654106103 NIKE INC -CL B 6,613 4,803
    693506107 PPG INDUSTRIES INC    
    75513E101 RAYTHEON TECHNOLOGIE 6,620 6,632
    75886F107 REGENERON PHARMACEUT 8,181 8,867
    808513105 SCHWAB (CHARLES) COR    
    G29183103 EATON CORP PLC 8,733 8,315
    G8994E103 TRANE TECHNOLOGIES P 6,546 5,584
    023608102 AMEREN CORPORATION 9,007 8,765
    099502106 BOOZ ALLEN HAMILTON 8,599 9,217
    22160K105 COSTCO WHOLESALE COR 10,343 10,065
    244199105 DEERE & CO 21,117 17,369
    46120E602 INTUITIVE SURGICAL I 6,698 4,416
    46435G425 ISHARES TRUST ISHARE 209,173 162,095
    46435G516 ISHARES TRUST ISHARE 131,847 102,864
    573284106 MARTIN MARIETTA MATE 2,602 2,095
    61174X109 MONSTER BEVERAGE COR 8,483 8,714
    679580100 OLD DOMINION FREIGHT 14,276 12,814
    743315103 PROGRESSIVE CORP 12,599 12,441
    78486Q101 SVB FINANCIAL GROUP 8,341 4,740

    TY 2021 OtherDecreasesSchedule
    Name:
    THE SIMON BROS FAMILY FDTN XXXXX3003
    EIN:
    52-6839797
    Description Amount
    ROUNDING 5


    TY 2021 OtherExpensesSchedule
    Name:
    THE SIMON BROS FAMILY FDTN XXXXX3003
    EIN:
    52-6839797
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 250 0   250


    TY 2021 TaxesSchedule
    Name:
    THE SIMON BROS FAMILY FDTN XXXXX3003
    EIN:
    52-6839797
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 162 162   0
    FEDERAL ESTIMATES - PRINCIPAL 4,010 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,710 1,710   0
    FOREIGN TAXES ON NONQUALIFIED 347 347   0