TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
FRANCES KINDELBERGER IRREV TR XXXXX0004

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

54-6437307

B Telephone number (see instructions)

(866) 888-5157

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,594,718J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	44,354		44,354
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		115,542
b	Gross sales price for all assets on line 6a 349,148
7	Capital gain net income (from Part IV, line 2)...			115,542
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).......		1,671	2
12	Total. Add lines 1 through 11........	161,567		159,898
13	Compensation of officers, directors, trustees, etc.	23,566		15,334		8,232
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)...		10,224	798		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).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	33,790		16,132	0	8,232
25	Contributions, gifts, grants paid.......	48,974				48,974
26	Total expenses and disbursements. Add lines 24 and 25	82,764		16,132	0	57,206
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	78,803
b	Net investment income (if negative, enter -0-)			143,766
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,296	27,916	27,916
	2	Savings and temporary cash investments.........	20,624	29,959	29,959
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	737,396	801,761	1,263,057
	c	Investments—corporate bonds (attach schedule).......	227,860	205,382	204,571
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	58,089	67,389	69,215
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,053,265	1,132,407	1,594,718
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,053,265	1,132,407
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,053,265	1,132,407
	30	Total liabilities and net assets/fund balances (see instructions).	1,053,265	1,132,407

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,053,265

Enter amount from Part I, line 27a .....................

78,803

Other increases not included in line 2 (itemize) bullet

1,128

Add lines 1, 2, and 3 ..........................

1,133,196

Decreases not included in line 2 (itemize) bullet

789

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,132,407

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. APPLE COMPUTER INC		2006-04-07	2021-01-08
b	1. FIDELITY NATL INFORMATION SVCS INC		2014-12-19	2021-01-11
c	13. FIDELITY NATL INFORMATION SVCS INC			2021-01-11
d	1. FIDELITY NATL INFORMATION SVCS INC		2015-01-15	2021-01-11
e	1. FIDELITY NATL INFORMATION SVCS INC		2015-01-15	2021-01-11
	3. FIDELITY NATL INFORMATION SVCS INC			2021-01-11
	3. FIDELITY NATL INFORMATION SVCS INC			2021-01-12
	5. CITIGROUP INC NEW		2020-06-30	2021-01-28
	24. CITIGROUP INC NEW			2021-01-28
	16. MERCK & CO INC			2021-01-28
	1. ABBVIE INC		2019-11-11	2021-02-03
	1. ADVANCED MICRO DEVICES INC		2020-11-06	2021-02-03
	1. ALPHABET INC-CL A		2012-07-11	2021-02-03
	1. AMETEK INC NEW		2020-10-02	2021-02-03
	3. APPLE COMPUTER INC		2006-04-07	2021-02-03
	1. BANK OF AMERICA CORPORATION		2012-11-08	2021-02-03
	1. BOSTON SCIENTIFIC CORP		2016-12-05	2021-02-03
	1. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-02-03
	1. LILLY ELI & CO		2020-11-27	2021-02-03
	1. MERCK & CO INC		2016-08-12	2021-02-03
	1. MICROSOFT CORP		2011-08-11	2021-02-03
	1. MORGAN STANLEY DEAN WITTER & CO NEW		2013-01-16	2021-02-03
	1. NORTHROP GRUMMAN CORP		2020-08-05	2021-02-03
	1. PPG INDS INC		2020-11-03	2021-02-03
	1. PAYPAL HOLDINGS INC		2020-03-04	2021-02-03
	1. PEPSICO INC		2016-02-24	2021-02-03
	1. PIONEER NAT RES CO		2015-12-08	2021-02-03
	1. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-02-03
	60. SPDR TR UNIT SER 1			2021-02-03
	1. SCHWAB CHARLES CORP NEW		2021-01-12	2021-02-03
	1. TEXAS INSTRS INC		2020-06-24	2021-02-03
	645.995 VANGUARD TTL INTL BND-ADM		2017-04-19	2021-02-03
	130. VANGUARD INT-TERM CORPORATE		2020-10-29	2021-02-03
	1. WELLS FARGO & CO NEW		2020-12-15	2021-02-03
	1. WEX INC		2020-12-04	2021-02-03
	1. ZIMMER HLDGS INC		2020-06-30	2021-02-03
	1. ASML HOLDING NV-NY REG SHS		2020-03-04	2021-02-03
	1. NXP SEMICONDUCTORS NV		2020-11-02	2021-02-03
	3. ABBVIE INC		2019-11-11	2021-02-16
	2. ADVANCED MICRO DEVICES INC		2020-11-06	2021-02-16
	1. ALPHABET INC-CL C		2012-09-26	2021-02-16
	1. AMAZON COM INC		2020-01-28	2021-02-16
	2. AMERICAN EXPRESS CO		2020-12-03	2021-02-16
	1. AMETEK INC NEW		2020-10-02	2021-02-16
	2. ANALOG DEVICES INC		2020-12-17	2021-02-16
	8. APPLE COMPUTER INC		2006-04-07	2021-02-16
	8. BANK OF AMERICA CORPORATION		2012-11-08	2021-02-16
	4. BOSTON SCIENTIFIC CORP		2016-12-05	2021-02-16
	4. BRISTOL MYERS SQUIBB CO			2021-02-16
	1. CHARTER COMMUNICATIONS INC-A		2016-03-30	2021-02-16
	2. CITIGROUP INC NEW		2012-01-23	2021-02-16
	4. COCA-COLA CO		2020-08-04	2021-02-16
	4. COMCAST CORP NEW CL A		2009-12-07	2021-02-16
	2. FACEBOOK INC-A		2020-01-08	2021-02-16
	3. FISERV INC			2021-02-16
	1. HOME DEPOT INC		2011-09-29	2021-02-16
	2. HONEYWELL INTL INC		2009-12-16	2021-02-16
	1. INTUIT		2020-02-25	2021-02-16
	1. LAUDER ESTEE COS INC CL A		2021-01-08	2021-02-16
	1. LILLY ELI & CO		2020-11-24	2021-02-16
	2. LOWES COS INC			2021-02-16
	1. MASTERCARD INC - CLASS A		2009-05-05	2021-02-16
	1. MCDONALDS CORP		2019-06-10	2021-02-16
	2. MERCK & CO INC		2016-08-12	2021-02-16
	6. MICROSOFT CORP		2011-08-11	2021-02-16
	3. MONDELEZ INTERNATIONAL-W/I		2011-09-09	2021-02-16
	6. MORGAN STANLEY DEAN WITTER & CO NEW		2013-01-16	2021-02-16
	1. NETFLIX.COM INC		2018-09-13	2021-02-16
	5. NEXTERA ENERGY INC		2020-09-30	2021-02-16
	1. NORFOLK SOUTHN CORP		2020-08-04	2021-02-16
	1. NORTHROP GRUMMAN CORP		2020-08-04	2021-02-16
	1. NVIDIA CORP		2017-10-03	2021-02-16
	1. PPG INDS INC		2020-11-03	2021-02-16
	2. PAYPAL HOLDINGS INC		2020-03-04	2021-02-16
	1. PEPSICO INC		2014-10-13	2021-02-16
	1. PIONEER NAT RES CO		2016-03-30	2021-02-16
	2. PROCTER & GAMBLE CO		2019-06-05	2021-02-16
	4. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-02-16
	1. SALESFORCE.COM INC		2018-04-16	2021-02-16
	5. SCHWAB CHARLES CORP NEW			2021-02-16
	1. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-02-16
	2. TEXAS INSTRS INC			2021-02-16
	1. THERMO ELECTRON CORP		2020-07-10	2021-02-16
	1. UNION PAC CORP		2017-05-18	2021-02-16
	2. UNITEDHEALTH GROUP INC		2010-12-02	2021-02-16
	1. VERTEX PHARMACEUTICALS INC		2011-12-15	2021-02-16
	2. WASTE CONNECTIONS INC		2021-01-08	2021-02-16
	5. WELLS FARGO & CO NEW		2020-12-15	2021-02-16
	1. WEX INC		2020-12-03	2021-02-16
	2. YUM BRANDS INC		2020-10-16	2021-02-16
	2. ZIMMER HLDGS INC		2020-06-30	2021-02-16
	2. LINDE PLC		2019-04-25	2021-02-16
	1. CHUBB LTD		2009-04-29	2021-02-16
	3. NXP SEMICONDUCTORS NV		2020-11-02	2021-02-16
	10. COCA-COLA CO		2020-08-04	2021-02-17
	35. COCA-COLA CO			2021-02-17
	2. NORTHROP GRUMMAN CORP			2021-02-18
	27. CITIGROUP INC NEW			2021-02-19
	1. NORTHROP GRUMMAN CORP		2020-06-24	2021-02-19
	2. NORTHROP GRUMMAN CORP		2020-07-10	2021-02-19
	1. NORTHROP GRUMMAN CORP		2017-09-22	2021-02-19
	2. NORTHROP GRUMMAN CORP			2021-02-19
	2. NORTHROP GRUMMAN CORP		2016-09-16	2021-02-19
	1. NORTHROP GRUMMAN CORP		2016-09-16	2021-02-19
	1. NORTHROP GRUMMAN CORP		2016-09-16	2021-02-19
	1. NORTHROP GRUMMAN CORP		2016-09-16	2021-02-19
	1. NORTHROP GRUMMAN CORP		2016-09-15	2021-02-19
	2. HOME DEPOT INC		2011-09-29	2021-02-24
	7. HOME DEPOT INC		2011-09-29	2021-02-24
	20. MERCK & CO INC			2021-02-24
	14. PROCTER & GAMBLE CO		2019-06-05	2021-03-03
	4. PROCTER & GAMBLE CO			2021-03-03
	4. SALESFORCE.COM INC			2021-03-03
	1. SALESFORCE.COM INC		2018-04-13	2021-03-03
	1. SALESFORCE.COM INC		2018-04-13	2021-03-03
	2. SALESFORCE.COM INC		2018-04-13	2021-03-04
	1. SALESFORCE.COM INC		2018-04-13	2021-03-04
	1. SALESFORCE.COM INC		2018-04-13	2021-03-04
	1. SALESFORCE.COM INC		2018-04-13	2021-03-04
	1. SALESFORCE.COM INC		2018-04-13	2021-03-04
	10. APPLE COMPUTER INC		2006-04-07	2021-03-05
	1. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	2. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	4. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	1. NETFLIX.COM INC		2018-09-13	2021-03-18
	1. NETFLIX.COM INC		2018-09-13	2021-03-18
	3. CHARTER COMMUNICATIONS INC-A			2021-04-16
	2204.416 PGIM HIGH YIELD-R6		2020-03-30	2021-04-23
	55. SPDR TR UNIT SER 1			2021-04-23
	542.058 VANGUARD TTL INTL BND-ADM		2017-04-19	2021-04-23
	6. CHUBB LTD		2009-04-29	2021-04-27
	7. CHUBB LTD			2021-04-28
	3. CHUBB LTD		2008-11-19	2021-04-28
	1. CHUBB LTD		2008-11-19	2021-04-28
	1. NEXTERA ENERGY INC		2020-09-30	2021-05-14
	9. NEXTERA ENERGY INC			2021-05-14
	1. NEXTERA ENERGY INC		2020-06-30	2021-05-14
	2. ASML HOLDING NV-NY REG SHS			2021-05-14
	5599.845 LORD ABBETT HIGH YIELD-F3		2020-05-13	2021-05-17
	4. NEXTERA ENERGY INC		2020-05-04	2021-05-17
	25. SPDR TR UNIT SER 1		2014-05-30	2021-07-16
	318.969 PIMCO MTGE OPPORTUNITIES IS			2021-07-27
	1121.495 PIMCO MTGE OPPORTUNITIES IS		2020-06-02	2021-07-27
	5. SPDR TR UNIT SER 1		2014-05-30	2021-07-27
	4. HONEYWELL INTL INC		2009-12-16	2021-08-19
	11. RAYTHEON TECHNOLOGIES CORP			2021-08-19
	1. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-19
	1. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-20
	1. STANLEY BLACK & DECKER,INC.		2016-02-12	2021-08-20
	2. STANLEY BLACK & DECKER,INC.			2021-08-23
	40. SPDR TR UNIT SER 1		2014-05-30	2021-08-24
	1. STANLEY BLACK & DECKER,INC.		2016-02-12	2021-08-24
	15. FISERV INC			2021-09-09
	1. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-09-09
	1. UNION PAC CORP		2017-05-18	2021-09-09
	1. UNION PAC CORP		2014-06-12	2021-09-09
	5. UNION PAC CORP		2015-10-08	2021-09-09
	10. UNION PAC CORP			2021-09-09
	2. UNION PAC CORP		2015-09-29	2021-09-09
	1. ASML HOLDING NV-NY REG SHS		2020-03-05	2021-09-09
	4. LILLY ELI & CO			2021-09-15
	1. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-09-15
	10. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-09-15
	1. VERTEX PHARMACEUTICALS INC		2011-12-15	2021-09-15
	5. VERTEX PHARMACEUTICALS INC		2011-12-15	2021-09-15
	7. FISERV INC			2021-10-12
	3. MASTERCARD INC - CLASS A		2021-02-24	2021-10-12
	5. PAYPAL HOLDINGS INC		2018-01-26	2021-10-12
	1. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-10-21
	1. LAM RESEARCH CORPORATION COMMON		2020-11-03	2021-10-21
	4. LAM RESEARCH CORPORATION COMMON			2021-10-21
	14. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	3. RAYTHEON TECHNOLOGIES CORP		2020-12-03	2021-10-21
	2. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	12. RAYTHEON TECHNOLOGIES CORP		2021-01-28	2021-10-21
	57. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	9. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	3. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	101. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	69. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	149. ISHARES CORE MSCI EMERGING			2021-10-26
	87. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-26
	180. JPMORGAN BETABUILDERS JAPAN ETF		2021-02-03	2021-10-26
	28. COMCAST CORP NEW CL A		2021-04-16	2021-10-27
	3. COMCAST CORP NEW CL A		2009-12-07	2021-10-27
	2. YUM BRANDS INC		2020-10-16	2021-10-27
	5. YUM BRANDS INC			2021-10-27
	2. YUM BRANDS INC			2021-10-27
	5. YUM BRANDS INC			2021-10-27
	3. YUM BRANDS INC		2018-11-27	2021-10-27
	4. YUM BRANDS INC			2021-10-27
	5. YUM BRANDS INC		2020-03-11	2021-10-28
	3. YUM BRANDS INC		2020-03-11	2021-10-28
	7. PAYPAL HOLDINGS INC		2018-01-26	2021-10-29
	6. PAYPAL HOLDINGS INC		2018-01-26	2021-11-01
	37. COMCAST CORP NEW CL A		2009-12-07	2021-11-02
	11. COMCAST CORP NEW CL A		2009-12-07	2021-11-02
	1. ZIMMER HLDGS INC		2020-06-30	2021-11-02
	4. ZIMMER HLDGS INC		2017-11-20	2021-11-02
	1. ZIMMER HLDGS INC		2017-11-20	2021-11-02
	1. ZIMMER HLDGS INC		2017-11-15	2021-11-02
	2. ZIMMER HLDGS INC			2021-11-02
	2. ZIMMER HLDGS INC			2021-11-03
	5. STANLEY BLACK & DECKER,INC.			2021-11-05
	2. STANLEY BLACK & DECKER,INC.			2021-11-08
	3. STANLEY BLACK & DECKER,INC.			2021-11-08
	1. STANLEY BLACK & DECKER,INC.		2016-02-11	2021-11-08
	1. ANALOG DEVICES INC		2021-09-09	2021-11-19
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-12-06
	9. ANALOG DEVICES INC			2021-12-06
	1. NETFLIX.COM INC		2019-05-16	2021-12-06
	1. ANALOG DEVICES INC		2020-12-17	2021-12-07
	2. ZIMMER HLDGS INC		2017-11-10	2021-12-29
	2. ZIMMER HLDGS INC		2017-11-10	2021-12-29
	5. ZIMMER HLDGS INC		2017-11-10	2021-12-29
	7. ZIMMER HLDGS INC			2021-12-29
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,718	32	1,686
b	138	64	74
c	1,785	818	967
d	137	62	75
e	137	62	75
	408	186	222
	403	184	219
	302	256	46
	1,451	812	639
	1,248	1,012	236
	107	85	22
	88	86	2
	2,076	286	1,790
	116	101	15
	403	7	396
	32	9	23
	37	21	16
	503	486	17
	197	147	50
	77	63	14
	243	25	218
	71	21	50
	301	328	-27
	140	137	3
	252	115	137
	138	99	39
	126	140	-14
	71	74	-3
	22,910	11,734	11,176
	54	61	-7
	169	124	45
	15,000	14,057	943
	12,496	12,439	57
	32	30	2
	195	187	8
	158	119	39
	543	302	241
	174	137	37
	318	256	62
	185	171	14
	2,136	376	1,760
	3,295	1,854	1,441
	258	245	13
	121	101	20
	324	288	36
	1,079	20	1,059
	271	76	195
	152	83	69
	240	230	10
	613	225	388
	129	60	69
	202	186	16
	211	34	177
	547	428	119
	328	262	66
	276	34	242
	407	79	328
	420	289	131
	293	260	33
	206	145	61
	353	189	164
	339	18	321
	214	201	13
	149	127	22
	1,465	148	1,317
	164	66	98
	454	123	331
	562	371	191
	412	346	66
	256	192	64
	294	324	-30
	604	179	425
	138	137	1
	608	229	379
	133	95	38
	138	140	-2
	255	213	42
	292	297	-5
	247	120	127
	298	302	-4
	174	169	5
	361	248	113
	505	383	122
	211	107	104
	655	76	579
	212	31	181
	198	210	-12
	172	148	24
	228	181	47
	211	199	12
	321	239	82
	507	352	155
	165	47	118
	587	411	176
	502	466	36
	1,758	1,558	200
	595	627	-32
	1,748	786	962
	298	303	-5
	595	582	13
	298	281	17
	595	493	102
	595	423	172
	298	211	87
	297	211	86
	297	211	86
	297	210	87
	519	68	451
	1,824	236	1,588
	1,495	1,254	241
	1,725	1,494	231
	493	427	66
	836	478	358
	207	119	88
	211	119	92
	412	238	174
	204	119	85
	207	119	88
	206	119	87
	204	119	85
	1,191	25	1,166
	234	115	119
	460	229	231
	948	459	489
	507	371	136
	505	371	134
	1,925	618	1,307
	12,235	10,317	1,918
	22,920	10,645	12,275
	12,386	11,795	591
	1,000	284	716
	1,147	297	850
	500	125	375
	162	42	120
	73	69	4
	659	595	64
	73	60	13
	1,275	593	682
	42,223	36,175	6,048
	288	227	61
	10,783	4,818	5,965
	3,502	3,500	2
	12,314	12,000	314
	2,195	964	1,231
	908	158	750
	918	838	80
	189	169	20
	190	169	21
	190	92	98
	382	183	199
	17,919	7,708	10,211
	192	91	101
	1,732	1,268	464
	591	486	105
	211	107	104
	210	101	109
	1,048	481	567
	2,100	883	1,217
	420	173	247
	854	292	562
	937	578	359
	84	74	10
	846	741	105
	189	31	158
	947	157	790
	730	576	154
	1,036	1,099	-63
	1,278	425	853
	542	486	56
	546	369	177
	2,206	1,474	732
	1,275	1,033	242
	273	220	53
	182	142	40
	1,091	819	272
	3,632	3,153	479
	577	498	79
	191	166	25
	6,441	5,586	855
	4,397	3,816	581
	9,491	8,236	1,255
	5,543	4,808	735
	10,300	10,237	63
	1,484	1,543	-59
	159	25	134
	254	199	55
	634	489	145
	252	188	64
	634	449	185
	379	268	111
	506	333	173
	625	407	218
	372	244	128
	1,635	595	1,040
	1,386	510	876
	1,931	314	1,617
	576	93	483
	146	119	27
	583	449	134
	145	112	33
	146	111	35
	291	222	69
	293	222	71
	921	452	469
	369	180	189
	551	269	282
	183	90	93
	189	170	19
	191	170	21
	186	170	16
	186	170	16
	187	168	19
	181	168	13
	1,630	1,316	314
	612	362	250
	185	143	42
	256	221	35
	257	221	36
	644	554	90
	897	774	123
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754
			13,754

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			1,686
b			74
c			967
d			75
e			75
			222
			219
			46
			639
			236
			22
			2
			1,790
			15
			396
			23
			16
			17
			50
			14
			218
			50
			-27
			3
			137
			39
			-14
			-3
			11,176
			-7
			45
			943
			57
			2
			8
			39
			241
			37
			62
			14
			1,760
			1,441
			13
			20
			36
			1,059
			195
			69
			10
			388
			69
			16
			177
			119
			66
			242
			328
			131
			33
			61
			164
			321
			13
			22
			1,317
			98
			331
			191
			66
			64
			-30
			425
			1
			379
			38
			-2
			42
			-5
			127
			-4
			5
			113
			122
			104
			579
			181
			-12
			24
			47
			12
			82
			155
			118
			176
			36
			200
			-32
			962
			-5
			13
			17
			102
			172
			87
			86
			86
			87
			451
			1,588
			241
			231
			66
			358
			88
			92
			174
			85
			88
			87
			85
			1,166
			119
			231
			489
			136
			134
			1,307
			1,918
			12,275
			591
			716
			850
			375
			120
			4
			64
			13
			682
			6,048
			61
			5,965
			2
			314
			1,231
			750
			80
			20
			21
			98
			199
			10,211
			101
			464
			105
			104
			109
			567
			1,217
			247
			562
			359
			10
			105
			158
			790
			154
			-63
			853
			56
			177
			732
			242
			53
			40
			272
			479
			79
			25
			855
			581
			1,255
			735
			63
			-59
			134
			55
			145
			64
			185
			111
			173
			218
			128
			1,040
			876
			1,617
			483
			27
			134
			33
			35
			69
			71
			469
			189
			282
			93
			19
			21
			16
			16
			19
			13
			314
			250
			42
			35
			36
			90
			123

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	115,542
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (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 and enter “N/A" on line 1.
	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	1,998
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	1,998
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	1,364
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	1,643
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	3,007
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	10
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	999
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax999	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

JPMORGAN CHASE BANK NA Telephone no. bullet

(866) 888-5157

Located at bullet

10 S DEARBORN IL1-0117CHICAGOIL ZIP+4 bullet

60603

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JPMORGAN CHASE BANK NA	TRUSTEE 2	23,566
10 S DEARBORN ST MC IL1-0117 CHICAGO,IL60603	TRUSTEE 2	23,566

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (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............. bullet

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)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,485,989

Average of monthly cash balances.......................

20,460

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,506,449

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,506,449

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

22,597

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

1,483,852

Minimum investment return. Enter 5% (0.05) of line 5................

74,193

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

74,193

Tax on investment income for 2021 from Part V, line 5.......

1,998

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

1,998

Distributable amount before adjustments. Subtract line 2c from line 1............

72,195

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

72,195

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

72,195

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					72,195
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				48,973
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: $ 57,206
a Applied to 2020, but not more than line 2a				48,973
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.....					8,233
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 ..........					63,962
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)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
KENTUCKY CHRISTIAN UNIVERSITY 100 ACADEMIC PKWY GRAYSON,KY411432205	NONE	PC	GENERAL	24,487
FIRST CHRISTIAN CHURCH 3638 MIDDLE URBANA RD SPRINGFIELD,OH45502	NONE	PC	GENERAL	24,487
Total ................................. 3a				48,974

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	115,542
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	1,669
bOTHER INCOME			15	2
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				161,567

13Total. Add line 12, columns (b), (d), and (e)..................

161,567

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
464287432 ISHARES 20+ YEAR TRE	14,868	14,819
46429B267 ISHARES US TREASURY	15,856	16,008
54401E143 LORD ABBETT SHRT DUR	31,162	31,183
83002G702 SIX CIRCLES GLOBAL B	72,000	69,808
83002G884 SIX CIRCLES CREDIT O	28,250	28,695
921937603 VANGUARD TOT BD MKT	27,076	28,206
92206C771 VANGUARD MORTGAGE-BA	16,170	15,852

Name of Stock	End of Year Book Value	End of Year Fair Market Value
00287Y109 ABBVIE INC	2,981	5,551
007903107 ADVANCED MICRO DEVIC	3,248	4,749
02079K107 ALPHABET INC-CL C	1,465	14,468
02079K305 ALPHABET INC-CL A	571	5,794
023135106 AMAZON.COM INC	5,189	20,006
025816109 AMERICAN EXPRESS CO	3,576	5,235
031100100 AMETEK INC	2,645	3,529
032654105 ANALOG DEVICES INC	2,532	3,340
037833100 APPLE INC	250	17,935
060505104 BANK OF AMERICA CORP	800	4,538
09062X103 BIOGEN INC	1,748	1,440
09857L108 BOOKING HOLDINGS INC	3,321	4,798
101137107 BOSTON SCIENTIFIC CO	1,968	3,356
110122108 BRISTOL-MYERS SQUIBB	2,574	2,868
16119P108 CHARTER COMMUNICATIO	902	3,260
20825C104 CONOCOPHILLIPS	1,881	2,526
22160K105 COSTCO WHOLESALE COR	2,952	3,406
244199105 DEERE & CO	4,241	4,115
30303M102 META PLATFORMS INC-C	3,909	9,081
315911750 FIDELITY 500 INDEX-I	126,533	188,059
337738108 FISERV INC	1,714	2,180
363576109 ARTHUR J GALLAGHER &	2,101	2,545
43300A203 HILTON WORLDWIDE HOL	2,527	3,120
438516106 HONEYWELL INTERNATIO	804	4,379
45687V106 INGERSOLL RAND INC C	4,207	5,197
461202103 INTUIT INC	1,947	4,503
46120E602 INTUITIVE SURGICAL I	2,456	2,515
464287465 ISHARES MSCI EAFE ET	37,721	51,142
46432F842 ISHARES CORE MSCI EA	31,684	39,186
46641Q191 JPMORGAN BETABUILDER	41,520	46,299
46641Q217 JPMORGAN BETABUILDER	39,528	45,166
46641Q225 JPMORGAN BETABUILDER	39,840	55,440
46641Q233 JPM BTABLDRS DEV ASI	25,720	27,055
518439104 ESTEE LAUDER COMPANI	1,979	2,962
532457108 ELI LILLY & CO	1,702	6,353
548661107 LOWE'S COS INC	683	6,204
552746349 MFS INTL INTRINSIC V	8,104	18,952
57636Q104 MASTERCARD INC - A	1,392	7,546
580135101 MCDONALD'S CORP	2,377	2,949
594918104 MICROSOFT CORP	1,621	26,906
609207105 MONDELEZ INTERNATION	937	2,851
617446448 MORGAN STANLEY	1,479	7,068
64110L106 NETFLIX INC	723	1,205
65339F101 NEXTERA ENERGY INC	3,512	6,815
654106103 NIKE INC -CL B	3,124	3,667
655844108 NORFOLK SOUTHERN COR	3,653	7,145
67066G104 NVIDIA CORP	896	5,882
67103H107 O'REILLY AUTOMOTIVE	1,741	4,237
679580100 OLD DOMINION FREIGHT	3,765	4,659
693506107 PPG INDUSTRIES INC	2,437	3,104
70450Y103 PAYPAL HOLDINGS INC	836	1,886
713448108 PEPSICO INC	2,259	4,169
723787107 PIONEER NATURAL RESO	2,138	3,638
75886F107 REGENERON PHARMACEUT	2,714	3,158
78462F103 SPDR S&P 500 ETF TRU	53,867	142,488
78486Q101 SVB FINANCIAL GROUP	2,802	2,713
808513105 SCHWAB (CHARLES) COR	3,447	4,962
82509L107 SHOPIFY INC - CLASS	2,990	2,755
83002G306 SIX CIRCLES US UNCON	134,941	184,699
83002G405 SIX CIRCLES INTL UNC	113,072	126,673
83304A106 SNAP INC - A	2,499	2,257
882508104 TEXAS INSTRUMENTS IN	1,817	6,596
883556102 THERMO FISHER SCIENT	3,382	6,672
91324P102 UNITEDHEALTH GROUP I	833	11,047
94106B101 WASTE CONNECTIONS IN	1,480	3,134
949746101 WELLS FARGO & CO	4,662	6,429
96208T104 WEX INC	2,149	2,387
98138H101 WORKDAY INC-CLASS A	3,353	3,278
G29183103 EATON CORP PLC	2,649	3,456
G5494J103 LINDE PLC	3,700	7,968
G6095L109 APTIV PLC	1,910	1,814
G8994E103 TRANE TECHNOLOGIES P	2,749	3,637
N07059210 ASML HOLDING NV-NY R	877	2,388
N6596X109 NXP SEMICONDUCTORS N	5,455	9,567

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09250J734 BLACKROCK EVNT DRVN	AT COST	11,125	11,217
09257V508 BLACKSTONE ALT MULTI	AT COST	26,989	26,603
64128R608 NEUBERGER BERMAN LON	AT COST	13,750	16,114
72201M487 PIMCO DYNAMIC BOND-I	AT COST	15,525	15,281

Description	Amount
2021 TRANSACTIONS POSTED IN 2022	787
MUTUAL FUND ADJUSTMENT	2

Description	Amount
2020 TRANSACTIONS POSTED IN 2021	1,121
ROUNDING	7

Category	Amount	Net Investment Income
FOREIGN TAXES	18	18
FEDERAL TAX PAYMENT - PRIOR YE	8,062	0
FEDERAL ESTIMATES - INCOME	1,364	0
FOREIGN TAXES ON QUALIFIED FOR	668	668
FOREIGN TAXES ON NONQUALIFIED	112	112