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
RICHARD LOUNSBERY FNDTN INC TR XXXXX8002

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

13-6786430

B Telephone number (see instructions)

(800) 496-2583

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

$56,994,755J 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...	1,589,922		1,585,875
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		3,459,211
b	Gross sales price for all assets on line 6a 15,644,297
7	Capital gain net income (from Part IV, line 2)...			3,459,211
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........	5,049,133		5,045,086
13	Compensation of officers, directors, trustees, etc.	314,788		174,422		140,366
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)...		104,154	30,758		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).......		1,500			1,500
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	420,442		205,180	0	141,866
25	Contributions, gifts, grants paid.......	2,496,000				2,496,000
26	Total expenses and disbursements. Add lines 24 and 25	2,916,442		205,180	0	2,637,866
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,132,691
b	Net investment income (if negative, enter -0-)			4,839,906
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.............	521,494	975,940	975,940
	2	Savings and temporary cash investments.........	551,420	748,988	748,988
	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).......	24,067,863	24,439,432	37,410,968
	c	Investments—corporate bonds (attach schedule).......	16,790,769	17,905,348	17,858,859
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........			0
	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)	41,931,546	44,069,708	56,994,755
	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........	41,931,546	44,069,708
	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).....	41,931,546	44,069,708
	30	Total liabilities and net assets/fund balances (see instructions).	41,931,546	44,069,708

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

41,931,546

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

2,132,691

Other increases not included in line 2 (itemize) bullet

23,416

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

44,087,653

Decreases not included in line 2 (itemize) bullet

17,945

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

44,069,708

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	208. APPLE COMPUTER INC		2006-04-07	2021-01-08
b	14. FIDELITY NATL INFORMATION SVCS INC		2019-08-14	2021-01-11
c	215. FIDELITY NATL INFORMATION SVCS INC			2021-01-11
d	10. FIDELITY NATL INFORMATION SVCS INC		2014-12-18	2021-01-11
e	11. FIDELITY NATL INFORMATION SVCS INC		2014-12-18	2021-01-11
	56. FIDELITY NATL INFORMATION SVCS INC			2021-01-11
	47. FIDELITY NATL INFORMATION SVCS INC			2021-01-12
	11917.351 FIDELITY 500 INDEX FUND			2021-01-21
	68746.532 PIMCO INV GRD CRD BND-INST		2018-09-12	2021-01-21
	146. CITIGROUP INC NEW		2020-06-30	2021-01-28
	318. CITIGROUP INC NEW			2021-01-28
	266. MERCK & CO INC			2021-01-28
	4820.868 EDGEWOOD GROWTH FUND		2011-01-11	2021-02-17
	538. COCA-COLA CO			2021-02-17
	249. COCA-COLA CO		2020-08-04	2021-02-17
	1405. ISHARES TR 20+ TREAS INDEX FD		2020-10-21	2021-02-17
	36280.287 PGIM TOTAL RETURN BOND-R6			2021-02-17
	38. NORTHROP GRUMMAN CORP			2021-02-18
	461. CITIGROUP INC NEW			2021-02-19
	6. NORTHROP GRUMMAN CORP		2020-08-04	2021-02-19
	2. NORTHROP GRUMMAN CORP		2020-08-04	2021-02-19
	9. NORTHROP GRUMMAN CORP		2019-05-20	2021-02-19
	27. NORTHROP GRUMMAN CORP		2020-06-24	2021-02-19
	15. NORTHROP GRUMMAN CORP		2019-05-20	2021-02-19
	20. NORTHROP GRUMMAN CORP		2017-10-10	2021-02-19
	8. NORTHROP GRUMMAN CORP		2020-06-24	2021-02-19
	30. NORTHROP GRUMMAN CORP		2020-07-10	2021-02-19
	16. NORTHROP GRUMMAN CORP			2021-02-19
	25. NORTHROP GRUMMAN CORP		2017-09-22	2021-02-19
	20. NORTHROP GRUMMAN CORP			2021-02-19
	12. NORTHROP GRUMMAN CORP			2021-02-19
	13. NORTHROP GRUMMAN CORP		2016-09-16	2021-02-19
	9. NORTHROP GRUMMAN CORP		2016-09-15	2021-02-19
	32. HOME DEPOT INC		2011-09-29	2021-02-24
	130. HOME DEPOT INC		2011-09-29	2021-02-24
	355. MERCK & CO INC			2021-02-24
	254. PROCTER & GAMBLE CO		2019-06-05	2021-03-03
	63. PROCTER & GAMBLE CO			2021-03-03
	64. SALESFORCE.COM INC			2021-03-03
	22. SALESFORCE.COM INC			2021-03-03
	14. SALESFORCE.COM INC			2021-03-03
	8. SALESFORCE.COM INC			2021-03-03
	5. SALESFORCE.COM INC			2021-03-03
	35. SALESFORCE.COM INC			2021-03-04
	10. SALESFORCE.COM INC		2018-04-13	2021-03-04
	17. SALESFORCE.COM INC			2021-03-04
	2. SALESFORCE.COM INC		2018-04-13	2021-03-04
	11. SALESFORCE.COM INC		2018-04-13	2021-03-04
	3. SALESFORCE.COM INC		2018-04-13	2021-03-04
	3. SALESFORCE.COM INC		2018-04-13	2021-03-04
	2. SALESFORCE.COM INC		2018-04-13	2021-03-04
	7. SALESFORCE.COM INC		2018-04-13	2021-03-04
	164. APPLE COMPUTER INC		2006-04-07	2021-03-05
	6. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	7. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	20. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	24. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	61. PAYPAL HOLDINGS INC		2020-03-04	2021-03-05
	18. NETFLIX.COM INC		2018-09-13	2021-03-18
	12. NETFLIX.COM INC		2018-09-13	2021-03-18
	78. ABBVIE INC			2021-04-15
	49. ADVANCED MICRO DEVICES INC		2020-11-06	2021-04-15
	10. ALPHABET INC-CL C			2021-04-15
	4. ALPHABET INC-CL A		2016-07-11	2021-04-15
	9. AMAZON COM INC			2021-04-15
	60. AMERICAN EXPRESS CO		2021-02-19	2021-04-15
	33. AMETEK INC NEW		2020-10-02	2021-04-15
	51. ANALOG DEVICES INC		2020-12-17	2021-04-15
	189. APPLE COMPUTER INC		2006-04-07	2021-04-15
	209. BANK OF AMERICA CORPORATION		2012-11-08	2021-04-15
	6. BIOGEN IDEC INC		2020-03-11	2021-04-15
	4. BOOKING HOLDINGS INC			2021-04-15
	120. BOSTON SCIENTIFIC CORP		2016-09-15	2021-04-15
	86. BRISTOL MYERS SQUIBB CO			2021-04-15
	12. CHARTER COMMUNICATIONS INC-A		2020-04-16	2021-04-15
	3. CHARTER COMMUNICATIONS INC-A		2018-04-13	2021-04-15
	96. COMCAST CORP NEW CL A		2019-01-29	2021-04-15
	50. FACEBOOK INC-A		2021-03-03	2021-04-15
	75. FISERV INC			2021-04-15
	38. HILTON WORLDWIDE HOLDINGS IN			2021-04-15
	47. HONEYWELL INTL INC		2012-06-15	2021-04-15
	13. INTUIT			2021-04-15
	. JPMORGAN BETABUILDERS EUROPE ETF			2021-04-15
	13. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-04-15
	16. LAUDER ESTEE COS INC CL A		2021-01-08	2021-04-15
	48. LILLY ELI & CO			2021-04-15
	45. LOWES COS INC		2020-04-16	2021-04-15
	45. MASTERCARD INC - CLASS A		2021-02-24	2021-04-15
	14. MCDONALDS CORP		2019-06-10	2021-04-15
	150. MICROSOFT CORP		1993-03-01	2021-04-15
	80. MONDELEZ INTERNATIONAL-W/I		2014-08-13	2021-04-15
	136. MORGAN STANLEY DEAN WITTER & CO NEW			2021-04-15
	7. NETFLIX.COM INC		2018-09-13	2021-04-15
	132. NEXTERA ENERGY INC		2020-09-30	2021-04-15
	40. NIKE INC		2021-02-17	2021-04-15
	36. NORFOLK SOUTHN CORP		2020-08-04	2021-04-15
	10. NVIDIA CORP		2018-06-12	2021-04-15
	11. O'REILLY AUTOMOTIVE INC		2020-06-30	2021-04-15
	33. PPG INDS INC		2020-11-03	2021-04-15
	52. PAYPAL HOLDINGS INC		2020-03-04	2021-04-15
	43. PEPSICO INC		2018-05-22	2021-04-15
	38. PIONEER NAT RES CO			2021-04-15
	99. RAYTHEON TECHNOLOGIES CORP			2021-04-15
	4. REGENERON PHARMACEUTICALS INC		2021-01-28	2021-04-15
	108. SCHWAB CHARLES CORP NEW			2021-04-15
	31. STANLEY BLACK & DECKER,INC.			2021-04-15
	65. TEXAS INSTRS INC		2020-01-23	2021-04-15
	18. THERMO ELECTRON CORP		2020-07-10	2021-04-15
	28. UNION PAC CORP		2018-02-22	2021-04-15
	42. UNITEDHEALTH GROUP INC			2021-04-15
	13. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-04-15
	43. WASTE CONNECTIONS INC		2021-01-08	2021-04-15
	219. WELLS FARGO & CO NEW		2021-03-03	2021-04-15
	32. WEX INC		2021-03-05	2021-04-15
	53. YUM BRANDS INC			2021-04-15
	51. ZIMMER HLDGS INC		2020-06-30	2021-04-15
	38. EATON CORP PLC			2021-04-15
	48. LINDE PLC		2019-08-14	2021-04-15
	35. TRANE TECHNOLOGIES PLC			2021-04-15
	32. CHUBB LTD		2012-01-09	2021-04-15
	11. ASML HOLDING NV-NY REG SHS			2021-04-15
	64. NXP SEMICONDUCTORS NV		2020-11-02	2021-04-15
	76435.693 BLCKRCK HI YLD BND PORT-K		2020-03-30	2021-04-16
	39. CHARTER COMMUNICATIONS INC-A			2021-04-16
	3345. ISHARES TR 20+ TREAS INDEX FD		2019-09-25	2021-04-16
	3955. ISHARES TR 20+ TREAS INDEX FD			2021-04-16
	96. CHUBB LTD			2021-04-27
	97. CHUBB LTD		2008-11-19	2021-04-28
	48. CHUBB LTD		2008-11-19	2021-04-28
	18. CHUBB LTD		2008-11-19	2021-04-28
	139766.99 BLCKRCK HI YLD BND PORT-K			2021-05-12
	3875.875 FIDELITY 500 INDEX FUND		2019-02-13	2021-05-12
	139279.276 JPMORGAN TRUST HIGH YLD ULTRA		2020-05-06	2021-05-12
	17. NEXTERA ENERGY INC		2020-09-30	2021-05-14
	134. NEXTERA ENERGY INC			2021-05-14
	15. NEXTERA ENERGY INC		2020-06-30	2021-05-14
	34. ASML HOLDING NV-NY REG SHS			2021-05-14
	2. NEXTERA ENERGY INC		2020-06-30	2021-05-17
	10. NEXTERA ENERGY INC		2020-05-04	2021-05-17
	40. NEXTERA ENERGY INC		2020-06-30	2021-05-17
	3710.805 FIDELITY 500 INDEX FUND			2021-07-13
	4559. ISHARES TR 7-10 YR TREAS INDEX FD		2021-02-17	2021-07-22
	42078.228 PGIM TOTAL RETURN BOND-R6		2013-06-27	2021-07-22
	8011. VANGUARD MORTGAGE-BACKED SEC		2020-10-28	2021-07-22
	2179. VANGUARD MORTGAGE-BACKED SEC		2020-10-28	2021-07-22
	84474.416 ALLSPRING CORE BOND-R6		2016-04-20	2021-07-22
	914.953 FIDELITY 500 INDEX FUND		2018-05-11	2021-08-16
	65. HONEYWELL INTL INC			2021-08-19
	. INTUITIVE SURGICAL INC NEW			2021-08-19
	167. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-08-19
	11. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-19
	3. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-20
	2. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-20
	29. STANLEY BLACK & DECKER,INC.			2021-08-20
	1. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-20
	19. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-23
	14. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-24
	. WELLS FARGO & CO NEW			2021-09-03
	215. FISERV INC			2021-09-09
	16. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-09-09
	15. UNION PAC CORP			2021-09-09
	23. UNION PAC CORP		2018-02-22	2021-09-09
	81. UNION PAC CORP			2021-09-09
	151. UNION PAC CORP			2021-09-09
	22. UNION PAC CORP		2015-09-29	2021-09-09
	13. ASML HOLDING NV-NY REG SHS		2020-03-05	2021-09-09
	35. ABBVIE INC			2021-09-13
	23. ADVANCED MICRO DEVICES INC		2020-11-06	2021-09-13
	5. ALPHABET INC-CL C			2021-09-13
	2. ALPHABET INC-CL A		2016-07-11	2021-09-13
	5. AMAZON COM INC		2020-01-28	2021-09-13
	25. AMERICAN EXPRESS CO		2021-02-19	2021-09-13
	3. AMERICAN EXPRESS CO		2019-06-10	2021-09-13
	15. AMETEK INC NEW		2020-10-02	2021-09-13
	32. ANALOG DEVICES INC		2021-09-09	2021-09-13
	87. APPLE COMPUTER INC		2006-04-07	2021-09-13
	88. BANK OF AMERICA CORPORATION		2012-11-08	2021-09-13
	2. BIOGEN IDEC INC		2020-03-11	2021-09-13
	1. BOOKING HOLDINGS INC		2020-10-13	2021-09-13
	55. BOSTON SCIENTIFIC CORP			2021-09-13
	40. BRISTOL MYERS SQUIBB CO		2020-07-10	2021-09-13
	5. CHARTER COMMUNICATIONS INC-A		2016-03-30	2021-09-13
	70. COMCAST CORP NEW CL A		2021-04-16	2021-09-13
	95. CONOCOPHILLIPS		2021-03-18	2021-09-13
	7. DEERE & CO		2021-08-19	2021-09-13
	23. FACEBOOK INC-A			2021-09-13
	22. FISERV INC		2019-06-14	2021-09-13
	13. ARTHUR J GALLAGHER & CO			2021-09-13
	18. HILTON WORLDWIDE HOLDINGS IN		2021-02-24	2021-09-13
	18. HONEYWELL INTL INC		2009-12-15	2021-09-13
	52. INGERSOLL RAND INC COMMON STOCK			2021-09-13
	6. INTUIT			2021-09-13
	6. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-09-13
	7. LAUDER ESTEE COS INC CL A		2021-01-08	2021-09-13
	23. LILLY ELI & CO		2020-11-25	2021-09-13
	21. LOWES COS INC			2021-09-13
	21. MASTERCARD INC - CLASS A		2021-02-24	2021-09-13
	7. MCDONALDS CORP		2019-06-10	2021-09-13
	69. MICROSOFT CORP		1993-03-01	2021-09-13
	37. MONDELEZ INTERNATIONAL-W/I			2021-09-13
	61. MORGAN STANLEY DEAN WITTER & CO NEW			2021-09-13
	2. MORGAN STANLEY DEAN WITTER & CO NEW		2016-02-25	2021-09-13
	3. NETFLIX.COM INC		2018-09-13	2021-09-13
	50. NEXTERA ENERGY INC		2020-05-04	2021-09-13
	19. NIKE INC		2021-02-17	2021-09-13
	21. NORFOLK SOUTHN CORP		2021-09-09	2021-09-13
	21. NVIDIA CORP		2018-06-12	2021-09-13
	5. O'REILLY AUTOMOTIVE INC		2020-06-30	2021-09-13
	8. OLD DOMINION FREIGHT LINE INC COM		2021-09-09	2021-09-13
	16. PPG INDS INC		2020-11-03	2021-09-13
	24. PAYPAL HOLDINGS INC		2020-03-04	2021-09-13
	21. PEPSICO INC		2018-05-22	2021-09-13
	17. PIONEER NAT RES CO		2016-03-22	2021-09-13
	38. RAYTHEON TECHNOLOGIES CORP			2021-09-13
	3. REGENERON PHARMACEUTICALS INC		2021-01-28	2021-09-13
	51. SCHWAB CHARLES CORP NEW		2021-01-11	2021-09-13
	1. SHOPIFY INC - CLASS A		2021-09-09	2021-09-13
	10. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-09-13
	30. TEXAS INSTRS INC			2021-09-13
	8. THERMO ELECTRON CORP		2020-07-10	2021-09-13
	19. UNITEDHEALTH GROUP INC		2011-09-16	2021-09-13
	5. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-13
	20. WASTE CONNECTIONS INC		2021-01-08	2021-09-13
	119. WELLS FARGO & CO NEW		2021-04-27	2021-09-13
	15. WEX INC		2021-03-05	2021-09-13
	25. YUM BRANDS INC		2020-10-15	2021-09-13
	23. ZIMMER HLDGS INC		2020-06-30	2021-09-13
	17. EATON CORP PLC		2021-03-03	2021-09-13
	20. LINDE PLC			2021-09-13
	16. TRANE TECHNOLOGIES PLC		2021-02-22	2021-09-13
	3. ASML HOLDING NV-NY REG SHS		2020-03-05	2021-09-13
	1. NXP SEMICONDUCTORS NV		2020-01-23	2021-09-13
	29. NXP SEMICONDUCTORS NV			2021-09-13
	19. LILLY ELI & CO			2021-09-15
	28. LILLY ELI & CO			2021-09-15
	8. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-09-15
	156. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-09-15
	19. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	69. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	7. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	115. FISERV INC			2021-10-12
	48. MASTERCARD INC - CLASS A			2021-10-12
	68. PAYPAL HOLDINGS INC		2019-01-23	2021-10-12
	4326.298 EDGEWOOD GROWTH FUND		2011-01-11	2021-10-14
	4191. JPMORGAN BETABUILDERS JAPAN ETF		2021-01-21	2021-10-20
	3. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-10-21
	20. LAM RESEARCH CORPORATION COMMON			2021-10-21
	12. LAM RESEARCH CORPORATION COMMON		2020-11-03	2021-10-21
	50. LAM RESEARCH CORPORATION COMMON			2021-10-21
	205. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	45. RAYTHEON TECHNOLOGIES CORP		2020-12-03	2021-10-21
	24. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	7. RAYTHEON TECHNOLOGIES CORP		2021-01-28	2021-10-21
	178. RAYTHEON TECHNOLOGIES CORP		2021-01-28	2021-10-21
	17936. ISHARES CORE MSCI EMERGING		2020-10-21	2021-10-22
	380. COMCAST CORP NEW CL A		2021-04-16	2021-10-27
	73. COMCAST CORP NEW CL A		2019-01-29	2021-10-27
	24. YUM BRANDS INC			2021-10-27
	69. YUM BRANDS INC			2021-10-27
	28. YUM BRANDS INC			2021-10-27
	77. YUM BRANDS INC			2021-10-27
	43. YUM BRANDS INC			2021-10-27
	7. YUM BRANDS INC			2021-10-27
	50. YUM BRANDS INC			2021-10-27
	79. YUM BRANDS INC		2020-03-11	2021-10-28
	6. YUM BRANDS INC		2020-03-11	2021-10-28
	29. YUM BRANDS INC		2020-03-11	2021-10-28
	6. YUM BRANDS INC		2020-03-11	2021-10-28
	5. PAYPAL HOLDINGS INC		2019-01-23	2021-10-29
	113. PAYPAL HOLDINGS INC			2021-10-29
	82. PAYPAL HOLDINGS INC			2021-11-01
	573. COMCAST CORP NEW CL A			2021-11-02
	143. COMCAST CORP NEW CL A		2009-12-07	2021-11-02
	23. ZIMMER HLDGS INC			2021-11-02
	55. ZIMMER HLDGS INC			2021-11-02
	21. ZIMMER HLDGS INC			2021-11-02
	8. ZIMMER HLDGS INC		2018-10-30	2021-11-02
	31. ZIMMER HLDGS INC			2021-11-02
	29. ZIMMER HLDGS INC			2021-11-03
	71. STANLEY BLACK & DECKER,INC.			2021-11-05
	7. STANLEY BLACK & DECKER,INC.		2016-02-11	2021-11-05
	27. STANLEY BLACK & DECKER,INC.			2021-11-08
	42. STANLEY BLACK & DECKER,INC.			2021-11-08
	22. 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	2021-11-19
	5. ANALOG DEVICES INC		2021-09-09	2021-11-19
	1. ANALOG DEVICES INC		2021-09-09	2021-11-19
	21. ANALOG DEVICES INC		2021-09-09	2021-11-19
	7. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	5. ANALOG DEVICES INC			2021-11-22
	20. ANALOG DEVICES INC		2021-09-09	2021-11-22
	3. 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
	10. ANALOG DEVICES INC		2021-09-09	2021-11-22
	5. ANALOG DEVICES INC		2021-09-09	2021-11-22
	7. ANALOG DEVICES INC		2021-09-09	2021-12-06
	4. ANALOG DEVICES INC		2020-11-06	2021-12-06
	132. ANALOG DEVICES INC			2021-12-06
	19. NETFLIX.COM INC		2018-09-13	2021-12-06
	15. ANALOG DEVICES INC		2020-11-06	2021-12-07
	4407.178 EDGEWOOD GROWTH FUND		2011-01-11	2021-12-09
	22. ZIMMER HLDGS INC			2021-12-29
	37. ZIMMER HLDGS INC			2021-12-29
	73. ZIMMER HLDGS INC			2021-12-29
	101. ZIMMER HLDGS INC			2021-12-29
	3. ZIMMER HLDGS INC		2017-11-13	2021-12-30
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	27,495	514	26,981
b	1,937	1,834	103
c	29,528	17,057	12,471
d	1,369	628	741
e	1,506	691	815
	7,619	3,503	4,116
	6,319	2,889	3,430
	1,592,635	1,149,077	443,558
	767,211	690,499	76,712
	8,826	7,486	1,340
	19,224	13,250	5,974
	20,745	20,334	411
	268,474	55,681	212,793
	27,016	23,975	3,041
	12,504	11,605	899
	204,813	223,056	-18,243
	536,948	510,624	26,324
	11,314	12,379	-1,065
	29,853	13,848	16,005
	1,786	1,946	-160
	595	649	-54
	2,679	2,818	-139
	8,038	8,170	-132
	4,465	4,697	-232
	5,948	5,865	83
	2,379	2,421	-42
	8,922	8,723	199
	4,758	4,689	69
	7,441	7,034	407
	5,948	4,647	1,301
	3,569	2,532	1,037
	3,867	2,743	1,124
	2,677	1,893	784
	8,310	1,081	7,229
	33,866	4,392	29,474
	26,538	22,352	4,186
	31,297	27,112	4,185
	7,767	6,723	1,044
	13,382	9,455	3,927
	4,550	2,732	1,818
	2,949	1,716	1,233
	1,664	977	687
	1,045	602	443
	7,211	4,180	3,031
	2,043	1,193	850
	3,523	2,027	1,496
	414	238	176
	2,262	1,312	950
	612	358	254
	613	358	255
	407	238	169
	1,431	835	596
	19,535	405	19,130
	1,378	688	690
	1,576	803	773
	4,677	2,293	2,384
	5,517	2,751	2,766
	14,456	6,993	7,463
	9,125	6,672	2,453
	6,058	4,448	1,610
	8,314	6,669	1,645
	4,013	4,198	-185
	22,843	11,979	10,864
	9,088	2,908	6,180
	30,282	17,602	12,680
	8,850	7,933	917
	4,384	3,328	1,056
	8,145	7,333	812
	25,356	467	24,889
	8,004	1,983	6,021
	1,620	1,787	-167
	9,784	7,919	1,865
	4,890	2,797	2,093
	5,535	4,942	593
	7,581	6,066	1,515
	1,895	918	977
	5,203	3,469	1,734
	15,383	12,988	2,395
	9,417	7,845	1,572
	4,836	4,831	5
	10,769	2,502	8,267
	5,406	3,821	1,585
	28		28
	8,383	6,316	2,067
	4,938	4,153	785
	8,955	6,977	1,978
	9,147	4,269	4,878
	17,355	16,488	867
	3,233	2,816	417
	38,832	386	38,446
	4,704	2,821	1,883
	10,914	3,787	7,127
	3,836	2,595	1,241
	10,503	9,126	1,377
	5,356	5,761	-405
	9,858	6,906	2,952
	6,380	2,608	3,772
	5,769	4,624	1,145
	5,054	4,518	536
	14,163	5,962	8,201
	6,121	4,293	1,828
	5,758	5,367	391
	7,658	7,725	-67
	1,987	2,037	-50
	7,022	6,526	496
	6,282	5,252	1,030
	12,466	8,592	3,874
	8,911	6,896	2,015
	6,242	3,741	2,501
	16,384	2,177	14,207
	2,875	355	2,520
	4,959	4,514	445
	9,130	8,325	805
	7,308	6,791	517
	6,289	5,276	1,013
	8,749	6,094	2,655
	5,341	5,219	122
	13,812	8,935	4,877
	5,954	5,413	541
	5,213	2,240	2,973
	6,989	3,317	3,672
	12,832	8,758	4,074
	599,256	503,711	95,545
	25,022	11,509	13,513
	465,781	473,259	-7,478
	550,721	609,405	-58,684
	16,004	4,783	11,221
	15,899	4,093	11,806
	8,001	2,026	5,975
	2,922	760	2,162
	1,091,580	930,722	160,858
	547,002	371,580	175,422
	1,006,989	887,209	119,780
	1,247	1,175	72
	9,808	8,756	1,052
	1,100	899	201
	21,673	10,041	11,632
	146	120	26
	719	568	151
	2,876	2,396	480
	562,744	354,365	208,379
	535,167	533,511	1,656
	624,862	586,246	38,616
	428,506	433,635	-5,129
	116,554	117,949	-1,395
	1,121,820	1,093,946	27,874
	142,431	87,351	55,080
	14,755	2,654	12,101
	27		27
	13,943	12,416	1,527
	2,083	1,863	220
	570	508	62
	380	339	41
	5,513	2,980	2,533
	189	93	96
	3,624	1,769	1,855
	2,686	1,303	1,383
	16		16
	24,829	20,862	3,967
	9,458	7,773	1,685
	3,158	2,004	1,154
	4,837	3,069	1,768
	16,977	8,802	8,175
	31,716	13,713	18,003
	4,625	1,898	2,727
	11,106	3,801	7,305
	3,753	2,992	761
	2,371	1,970	401
	14,294	4,186	10,108
	5,669	1,454	4,215
	17,271	9,269	8,002
	4,021	3,305	716
	482	369	113
	1,953	1,513	440
	5,461	5,428	33
	13,019	215	12,804
	3,569	835	2,734
	601	596	5
	2,302	1,808	494
	2,420	1,154	1,266
	2,517	2,296	221
	3,986	1,129	2,857
	4,211	3,858	353
	5,429	5,146	283
	2,511	2,511
	8,647	5,950	2,697
	2,424	1,958	466
	1,862	1,835	27
	2,315	2,287	28
	4,040	708	3,332
	2,835	2,565	270
	3,308	1,738	1,570
	3,595	2,915	680
	2,311	1,817	494
	5,423	3,322	2,101
	4,316	1,991	2,325
	7,304	7,694	-390
	1,684	1,408	276
	20,304	177	20,127
	2,255	1,253	1,002
	6,330	1,495	4,835
	207	49	158
	1,756	1,112	644
	4,236	2,840	1,396
	3,043	2,736	307
	5,174	5,207	-33
	4,591	1,369	3,222
	2,953	2,102	851
	2,322	2,321	1
	2,445	2,191	254
	6,695	2,751	3,944
	3,280	2,097	1,183
	2,606	2,387	219
	3,178	2,815	363
	1,919	1,528	391
	3,643	3,055	588
	1,451	1,509	-58
	1,874	931	943
	5,737	3,768	1,969
	4,421	3,065	1,356
	7,872	948	6,924
	952	136	816
	2,638	2,100	538
	5,376	5,361	15
	2,604	3,183	-579
	3,217	2,483	734
	3,247	2,748	499
	2,684	2,334	350
	6,258	3,722	2,536
	3,046	2,466	580
	2,593	877	1,716
	212	137	75
	6,149	3,967	2,182
	4,451	1,601	2,850
	6,560	4,040	2,520
	675	592	83
	13,202	11,553	1,649
	3,588	518	3,070
	13,068	1,882	11,186
	1,327	191	1,136
	11,997	9,907	2,090
	16,581	17,075	-494
	17,384	6,148	11,236
	275,326	49,969	225,357
	241,835	240,174	1,661
	1,616	1,457	159
	10,831	7,508	3,323
	6,547	4,429	2,118
	27,570	18,418	9,152
	18,675	15,104	3,571
	4,090	3,298	792
	2,185	1,649	536
	637	478	159
	16,187	12,154	4,033
	1,140,740	990,049	150,691
	20,136	20,943	-807
	3,868	2,638	1,230
	3,049	2,348	701
	8,751	6,630	2,121
	3,522	2,572	950
	9,759	7,033	2,726
	5,426	3,851	1,575
	891	624	267
	6,325	4,103	2,222
	9,874	6,426	3,448
	743	488	255
	3,596	2,359	1,237
	752	488	264
	1,162	452	710
	26,393	10,188	16,205
	18,938	7,038	11,900
	29,898	9,807	20,091
	7,482	1,210	6,272
	3,363	2,698	665
	8,020	6,313	1,707
	3,054	2,407	647
	1,165	917	248
	4,515	3,545	970
	4,254	3,290	964
	13,076	6,506	6,570
	1,289	632	657
	4,987	2,432	2,555
	7,718	3,775	3,943
	4,036	1,970	2,066
	189	170	19
	188	170	18
	940	848	92
	189	170	19
	3,964	3,562	402
	1,338	1,187	151
	191	170	21
	959	841	118
	3,722	3,358	364
	563	504	59
	375	336	39
	188	168	20
	1,860	1,679	181
	941	839	102
	1,267	1,175	92
	724	534	190
	23,900	19,030	4,870
	11,634	7,043	4,591
	2,777	2,003	774
	283,029	50,903	232,126
	2,821	2,481	340
	4,763	4,152	611
	9,403	8,141	1,262
	12,946	11,178	1,768
	387	331	56
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529
			493,529

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			26,981
b			103
c			12,471
d			741
e			815
			4,116
			3,430
			443,558
			76,712
			1,340
			5,974
			411
			212,793
			3,041
			899
			-18,243
			26,324
			-1,065
			16,005
			-160
			-54
			-139
			-132
			-232
			83
			-42
			199
			69
			407
			1,301
			1,037
			1,124
			784
			7,229
			29,474
			4,186
			4,185
			1,044
			3,927
			1,818
			1,233
			687
			443
			3,031
			850
			1,496
			176
			950
			254
			255
			169
			596
			19,130
			690
			773
			2,384
			2,766
			7,463
			2,453
			1,610
			1,645
			-185
			10,864
			6,180
			12,680
			917
			1,056
			812
			24,889
			6,021
			-167
			1,865
			2,093
			593
			1,515
			977
			1,734
			2,395
			1,572
			5
			8,267
			1,585
			28
			2,067
			785
			1,978
			4,878
			867
			417
			38,446
			1,883
			7,127
			1,241
			1,377
			-405
			2,952
			3,772
			1,145
			536
			8,201
			1,828
			391
			-67
			-50
			496
			1,030
			3,874
			2,015
			2,501
			14,207
			2,520
			445
			805
			517
			1,013
			2,655
			122
			4,877
			541
			2,973
			3,672
			4,074
			95,545
			13,513
			-7,478
			-58,684
			11,221
			11,806
			5,975
			2,162
			160,858
			175,422
			119,780
			72
			1,052
			201
			11,632
			26
			151
			480
			208,379
			1,656
			38,616
			-5,129
			-1,395
			27,874
			55,080
			12,101
			27
			1,527
			220
			62
			41
			2,533
			96
			1,855
			1,383
			16
			3,967
			1,685
			1,154
			1,768
			8,175
			18,003
			2,727
			7,305
			761
			401
			10,108
			4,215
			8,002
			716
			113
			440
			33
			12,804
			2,734
			5
			494
			1,266
			221
			2,857
			353
			283

			2,697
			466
			27
			28
			3,332
			270
			1,570
			680
			494
			2,101
			2,325
			-390
			276
			20,127
			1,002
			4,835
			158
			644
			1,396
			307
			-33
			3,222
			851
			1
			254
			3,944
			1,183
			219
			363
			391
			588
			-58
			943
			1,969
			1,356
			6,924
			816
			538
			15
			-579
			734
			499
			350
			2,536
			580
			1,716
			75
			2,182
			2,850
			2,520
			83
			1,649
			3,070
			11,186
			1,136
			2,090
			-494
			11,236
			225,357
			1,661
			159
			3,323
			2,118
			9,152
			3,571
			792
			536
			159
			4,033
			150,691
			-807
			1,230
			701
			2,121
			950
			2,726
			1,575
			267
			2,222
			3,448
			255
			1,237
			264
			710
			16,205
			11,900
			20,091
			6,272
			665
			1,707
			647
			248
			970
			964
			6,570
			657
			2,555
			3,943
			2,066
			19
			18
			92
			19
			402
			151
			21
			118
			364
			59
			39
			20
			181
			102
			92
			190
			4,870
			4,591
			774
			232,126
			340
			611
			1,262
			1,768
			56

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	3,459,211
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	67,275
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	67,275
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	60,210
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	42,000
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	102,210
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	34,935
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax34,935	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

JP MORGAN CHASE BANK N A Telephone no. bullet

(800) 496-2583

Located at bullet

10 S DEARBORN ST MC IL 1-0111CHICAGOIL 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)

Yes

(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? .................

Yes

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

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-)
JP MORGAN CHASE BANK N A	TRUSTEE 20	246,813
10 S DEARBORN ST MC IL 1-0111 CHICAGO,IL60603	TRUSTEE 20	246,813
RICHARD H PERSHAN	CO-TRUSTEE 20	67,975
270 PARK AVENUE NEW YORK,NY10017	CO-TRUSTEE 20	67,975

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

54,509,690

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

438,335

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

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

54,948,025

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

54,948,025

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

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

824,220

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

54,123,805

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

2,706,190

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

2,706,190

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

67,275

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

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

67,275

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

2,638,915

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

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

2,638,915

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

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

2,638,915

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					2,638,915
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				2,298,629
b Total for prior years:2019, 20, 20			31,652
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: $ 2,637,866
a Applied to 2020, but not more than line 2a				2,298,629
b Applied to undistributed income of prior years (Election required—see instructions).....			31,652
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					307,585
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 ..........					2,331,330
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
RICHARD LOUNSBERY FOUNDATION 601 13TH STREET NW WASHINGTON,DC20005	NONE	PF	GENERAL	2,496,000
Total ................................. 3a				2,496,000

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	3,459,211
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) ..				5,049,133

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

5,049,133

(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
74440B884 PGIM TOTAL RETURN BO
92203J308 VANGUARD TTL INTL BN	5,918,794	5,845,617
94987W794 ALLSPRING CORE BOND-	2,516,186	2,568,056
722005816 PIMCO INV GRD CRD BN
09260B614 BLCKRCK HI YLD BND P
72201F490 PIMCO INCOME FUND-IN	394,065	402,698
83002G108 SIX CIRCLES ULTR SHR	460,000	457,243
464287432 ISHARES 20+ YEAR TRE
921937603 VANGUARD TOT BD MKT	2,797,724	2,825,263
4812C0126 JPM HIGH YIELD FD -
92206C771 VANGUARD MORTGAGE-BA	426,328	416,168
CHISHOLM OIL AND GAS OPERATING
46429B267 ISHARES US TREASURY	1,095,183	1,107,220
83002G884 SIX CIRCLES CREDIT O	929,904	930,809
921937827 VANGUARD SHORT-TERM	3,367,164	3,305,785

Name of Stock	End of Year Book Value	End of Year Fair Market Value
101137107 BOSTON SCIENTIFIC CO	29,541	49,744
110122108 BRISTOL-MYERS SQUIBB	38,217	42,211
172967424 CITIGROUP INC
437076102 HOME DEPOT INC
438516106 HONEYWELL INTERNATIO	11,697	63,387
532457108 ELI LILLY & CO	26,058	94,467
548661107 LOWE'S COS INC	9,818	90,985
594918104 MICROSOFT CORP	3,010	393,831
609207105 MONDELEZ INTERNATION	14,763	41,444
617446448 MORGAN STANLEY	22,080	104,050
666807102 NORTHROP GRUMMAN COR
713448108 PEPSICO INC	32,849	59,756
723787107 PIONEER NATURAL RESO	31,885	53,291
742718109 PROCTER & GAMBLE CO/
854502101 STANLEY BLACK & DECK
882508104 TEXAS INSTRUMENTS IN	34,461	95,743
907818108 UNION PACIFIC CORP
949746101 WELLS FARGO & CO	67,270	95,576
988498101 YUM] BRANDS INC
0075W0759 EDGEWOOD GROWTH FUND	188,068	984,958
02079K107 ALPHABET INC-CL C	28,401	228,594
02079K305 ALPHABET INC-CL A	10,594	98,499
09062X103 BIOGEN INC	26,180	21,593
09253F879 ISHARES-MSCI EAFE IN	1,297,789	1,689,051
16119P108 CHARTER COMMUNICATIO	14,975	51,506
20030N101 COMCAST CORP-CLASS A
30303M102 META PLATFORMS INC-C	60,400	133,531
31620M106 FIDELITY NATIONAL IN
57636Q104 MASTERCARD INC - A	6,383	109,952
58933Y105 MERCK & CO. INC.
65339F101 NEXTERA ENERGY INC	54,834	100,829
67103H107 O'REILLY AUTOMOTIVE	25,089	60,030
91324P102 UNITEDHEALTH GROUP I	13,294	161,689
92532F100 VERTEX PHARMACEUTICA
94106B101 WASTE CONNECTIONS IN	20,832	46,196
96208T104 WEX INC	29,630	35,519
H1467J104 CHUBB LTD
023135106 AMAZON.COM INC	89,834	296,756
032654105 ANALOG DEVICES INC	37,451	49,391
037833100 APPLE INC	3,681	264,402
060505104 BANK OF AMERICA CORP	9,349	66,557
655844108 NORFOLK SOUTHERN COR	55,353	104,794
67066G104 NVIDIA CORP	14,429	93,821
98956P102 ZIMMER BIOMET HOLDIN
025816109 AMERICAN EXPRESS CO	55,079	78,201
191216100 COCA-COLA CO/THE
315911750 FIDELITY 500 INDEX-I	7,648,062	13,352,580
46641Q696 JPMORGAN BETABUILDER
46641Q712 JPMORGAN BETABUILDER
64110L106 NETFLIX INC	11,581	19,278
70450Y103 PAYPAL HOLDINGS INC	12,045	26,967
79466L302 SALESFORCE.COM INC
83002G306 SIX CIRCLES US UNCON	3,773,178	5,655,510
83002G405 SIX CIRCLES INTL UNC	4,007,222	4,478,639
G5494J103 LINDE PLC	57,197	116,400
00287Y109 ABBVIE INC	46,196	81,782
337738108 FISERV INC	25,704	32,279
580135101 MCDONALD'S CORP	34,848	43,427
N6596X109 NXP SEMICONDUCTORS N	83,322	142,818
007903107 ADVANCED MICRO DEVIC	47,266	69,504
031100100 AMETEK INC	39,013	51,905
09857L108 BOOKING HOLDINGS INC	52,528	74,376
461202103 INTUIT INC	30,433	70,111
46434G103 ISHARES CORE MSCI EM
46641Q688 JPM BTABLDRS DEV ASI
46641Q720 JPMORGAN BETABUILDER
512807108 LAM RESEARCH CORP
518439104 ESTEE LAUDER COMPANI	29,574	44,424
693506107 PPG INDUSTRIES INC	35,343	45,007
75513E101 RAYTHEON TECHNOLOGIE
883556102 THERMO FISHER SCIENT	48,435	96,083
N07059210 ASML HOLDING NV-NY R	12,865	35,030
20825C104 CONOCOPHILLIPS	27,414	36,884
22160K105 COSTCO WHOLESALE COR	47,252	54,499
244199105 DEERE & CO	61,769	60,006
363576109 ARTHUR J GALLAGHER &	31,787	38,515
43300A203 HILTON WORLDWIDE HOL	37,652	46,485
45687V106 INGERSOLL RAND INC C	62,687	77,461
46120E602 INTUITIVE SURGICAL I	39,201	39,882
46641Q191 JPMORGAN BETABUILDER	1,835,974	2,129,432
46641Q217 JPMORGAN BETABUILDER	1,541,410	1,768,949
46641Q225 JPMORGAN BETABUILDER	996,223	1,384,925
46641Q233 JPM BTABLDRS DEV ASI	924,559	936,806
654106103 NIKE INC -CL B	46,134	54,334
679580100 OLD DOMINION FREIGHT	56,779	70,242
75886F107 REGENERON PHARMACEUT	38,939	44,838
78486Q101 SVB FINANCIAL GROUP	37,348	36,625
808513105 SCHWAB (CHARLES) COR	50,636	73,083
82509L107 SHOPIFY INC - CLASS	49,308	45,454
83304A106 SNAP INC - A	37,389	33,815
98138H101 WORKDAY INC-CLASS A	48,322	47,260
G29183103 EATON CORP PLC	40,028	52,537
G6095L109 APTIV PLC	29,171	27,712
G8994E103 TRANE TECHNOLOGIES P	41,344	54,750

Description	Amount
2021 TRANSACTION POSTED IN 2022	11,490
COST BASIS ADJUSTMENT	6,454
ROUNDING	1

Category	Amount	Net Investment Income
FOREIGN TAXES	552	552
FEDERAL TAX PAYMENT - PRIOR YE	34,579	0
FEDERAL ESTIMATES - INCOME	38,817	0
FOREIGN TAXES ON QUALIFIED FOR	24,994	24,994
FOREIGN TAXES ON NONQUALIFIED	5,212	5,212