Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
PRITCHARD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)55 WELLESLEY DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW CANAAN, CT06840
A Employer identification number

23-7982138
B Telephone number (see instructions)

(203) 962-8589
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$31,022,514J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 3,980,675
2 Check bullet.............
3 Interest on savings and temporary cash investments 30 30  
4 Dividends and interest from securities... 296,380 296,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,987,408
b Gross sales price for all assets on line 6a 8,990,098
7 Capital gain net income (from Part IV, line 2)... 1,987,408
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,055 6,055  
12 Total. Add lines 1 through 11........ 6,270,548 2,289,873  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 160,000 0   160,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 14,043 7,022   7,021
b Accounting fees (attach schedule)....... Click to see attachment 7,644 3,822   3,822
c Other professional fees (attach schedule).... Click to see attachment 227,532 227,532   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 40,970 474   11,666
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,512 0   1,512
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 451,701 238,850   184,021
25 Contributions, gifts, grants paid....... 1,256,000 1,256,000
26 Total expenses and disbursements. Add lines 24 and 25 1,707,701 238,850   1,440,021
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 4,562,847
b Net investment income (if negative, enter -0-) 2,051,023
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 2,992,930 3,356,475 3,356,475
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 470,903 Click to see attachment738,086 736,043
b Investments—corporate stock (attach schedule)....... 9,974,127 Click to see attachment12,575,276 23,740,645
c Investments—corporate bonds (attach schedule)....... 3,224,795 Click to see attachment3,189,898 3,189,351
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 16,662,755 19,859,735 31,022,514
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 16,662,755 19,859,735
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 16,662,755 19,859,735
30 Total liabilities and net assets/fund balances (see instructions). 16,662,755 19,859,735
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
16,662,755
2
Enter amount from Part I, line 27a .....................
2
4,562,847
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
21,225,602
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,365,867
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
19,859,735
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a NEUBERGER BERMAN 22166 P    
b NEUBERGER BERMAN 22166 P    
c FROM HELEN AMMEN ESTATE SCHEDULE K-1 D    
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,343,746   3,103,354 240,392
b 5,550,519   3,899,336 1,651,183
c 95,833     95,833
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       240,392
b       1,651,183
c       95,833
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,987,408
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,509
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 28,509
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,025
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 30,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 48,025
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 91
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 19,425
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,425 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletPA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletMARCUM LLP Telephone no.bullet (203) 681-3100

    Located atbullet35 MASON STREET 1DGREENWICHCT ZIP+4bullet06830
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOANNE ZIESING TRUSTEE
    10.00     		160,000 0 0
    55 WELLESLEY DRIVE
    NEW CANAAN,CT06840
    PETER ZIESING TRUSTEE
    10.00     		0 0 0
    55 WELLESLEY DRIVE
    NEW CANAAN,CT06840
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    THE BOLTON GROUP INVESTMENT ADVICE 227,532
    1290 AVENUE OF THE AMERICAS
    NEW YORK,NY10104
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    22,173,987
    b
    Average of monthly cash balances.......................
    1b
    3,503,419
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,677,406
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    25,677,406
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    385,161
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,292,245
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,264,612
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,264,612
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    28,509
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,509
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,236,103
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,236,103
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,236,103
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,236,103
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 343,755
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,440,021
    a Applied to 2020, but not more than line 2a 343,755
    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..... 1,096,266
    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 ..........     		139,837
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALL OUR KIN
    414A CHAPEL ST STE 100
    NEW HAVEN,CT06511     		  PC UNRESTRICTED CHARITABLE PUPROSES 150,000
    BLYTHEDALE CHILDREN'S HOSPITAL
    95 BRADHURST AVE
    VALHALLA,NY10595     		  PC UNRESTRICTED CHARITABLE PUPROSES 5,000
    COLORADO ROCKY MOUNTAIN SCHOOL
    500 HOLDEN WAY
    CARBONDALE,CO81623     		  PC UNRESTRICTED CHARITABLE PUPROSES 20,000
    FAIRFIELD COUNTY'S COMMUNITY FOUNDATION
    40 RICHARDS AVE
    NORWALK,CT06854     		  PC UNRESTRICTED CHARITABLE PUPROSES 30,000
    HOUSATONIC COMMUNITY COLLEGE FOUNDATION
    900 LAFAYETTE BLVD
    BRIDGEPORT,CT06604     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    INTEGRATED REFUGEE & IMMIGRANT SERVICES (IRIS)
    235 NICOLL STREET 2ND FLOOR
    NEW HAVEN,CT06511     		  PC UNRESTRICTED CHARITABLE PUPROSES 65,000
    LAKES REGION CONSERVATION TRUST
    156 DANE RD
    CENTER HARBOR,NH03226     		  PC UNRESTRICTED CHARITABLE PUPROSES 10,000
    NATIONAL ADVOCATES FOR PREGNANT WOMEN
    575 8TH AVE FL 7N
    NEW YORK,NY10018     		  PC UNRESTRICTED CHARITABLE PUPROSES 5,000
    NATIONAL WILDLIFE REFUGE ASSOCIATION
    1001 CONNECTICUT AVE SUITE 905
    WASHINGTON,DC20036     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    PETEY GREENE PROGRAM
    22 STOCKTON ST
    PRINCETON,NJ08540     		  PC UNRESTRICTED CHARITABLE PUPROSES 100,000
    PFLAG
    1625 K STREET NW SUITE 700
    WASHINGTON,DC20006     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    PLANNED PARENTHOOD
    1144 LOCUST STREET
    PHILADELPHIA,PA19107     		  PC UNRESTRICTED CHARITABLE PUPROSES 250,000
    POLARIS CHARTER ACADEMY
    620 N SAWYER AVE
    CHICAGO,IL60624     		  PC UNRESTRICTED CHARITABLE PUPROSES 1,000
    PREFACE PROJECT
    5601 TRACE VIEWS DRIVE
    NORCROSS,GA30071     		  PC UNRESTRICTED CHARITABLE PUPROSES 20,000
    SHARE OUR STRENGTH
    1030 15TH STREET NW SUITE 1100 W
    WASHINGTON,DC20005     		  PC UNRESTRICTED CHARITABLE PUPROSES 30,000
    SQUAM LAKES ASSOCIATION
    534 US-3
    HOLDERNESS,NH03245     		  PC UNRESTRICTED CHARITABLE PUPROSES 5,000
    SQUAM LAKES CONSERVATION SOCIETY
    534 US-3
    HOLDERNESS,NH03245     		  PC UNRESTRICTED CHARITABLE PUPROSES 15,000
    THE CONSCIOUS KID
    9226 REGENTS RD L
    LA JOLLA,CA92037     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    THE GARDEN CLUB OF AMERICA
    14 EAST 60TH STREET NO 3RD FLOOR
    NEW YORK,NY10022     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    THE PHILADELPHIA ZOO
    3400 W GIRARD AVE
    PHILADELPHIA,PA19104     		  PC UNRESTRICTED CHARITABLE PUPROSES 100,000
    THE TAFT SCHOOL
    110 WOODBURY RD
    WATERTOWN,CT06795     		  PC UNRESTRICTED CHARITABLE PUPROSES 150,000
    UNITED SOUTH END SETTLEMENTS
    48 RUTLAND ST
    BOSTON,MA02118     		  PC UNRESTRICTED CHARITABLE PUPROSES 50,000
    Total .................................bullet 3a 1,256,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 30  
    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 1,987,408  
    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) .. 0 2,289,873 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,289,873
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    PRITCHARD FOUNDATION
     
    Employer identification number

    23-7982138
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    PRITCHARD FOUNDATION
          		Employer identification number
    23-7982138
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    HELEN E AMMEN ESTATE
     
    60 E COURT STREET PO BOX 1389
     
    DOYESTOWN, PA18901

    		$ 914,894


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    HELEN E AMMEN ESTATE
     
    60 E COURT STREET PO BOX 1389
     
    DOYESTOWN, PA18901

    		$ 3,065,781


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    PRITCHARD FOUNDATION
          		Employer identification number

    23-7982138
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 PUBLICLY TRADED SECURITIES $ 3,065,781 2021-11-01
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    PRITCHARD FOUNDATION
          		Employer identification number

    23-7982138
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PREPARATION OF TAX RETURNS AND OTHER ACCOUNTING SERVICES 7,644 3,822   3,822

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMERICAN HONDA FIN CORP 24,468 25,048
    APPLE INC NOTE 96,181 96,967
    BANK NEW YORK MELLON CORP 111,115 112,537
    BANK NOVA SCOTIA B C NOTE 79,065 78,704
    BANK OF MONTREAL 124,895 124,110
    BK OF AMERICA CORP 110,799 110,552
    BOEING CO NOTE CALL 99,176 100,587
    BRISTOL-MYERS SQUIBB CO NOTE 95,221 95,891
    BURLINGTON NORTHN SANTA FE CP BOND 31,571 31,621
    CATERPILLAR FINL SVCS 70,272 70,669
    CINTAS CORP NO 2 NOTE 96,117 96,386
    CME GROUP INC NOTE 96,728 97,702
    CONSUMERS ENERGY CO BOND 131,959 130,158
    CUMMINS INC NOTE 115,013 115,577
    DEERE JOHN CAPITAL CORP 68,001 68,031
    DUKE ENERGY CAROLINAS LLC BOND 65,365 65,692
    ECOLAB INC NOTE 149,897 150,213
    ENTERGY MISSISSIPPI LLC BOND 63,145 62,282
    EXXON MOBIL CORP NOTE 96,169 96,841
    GLAXOSMITHKLINE CAP PLC NOTE 70,003 70,575
    HOME DEPOT INC NOTE 26,106 26,116
    HONEYWELL INTL INC NOTE 14,000 14,000
    HONEYWELL INTL INC NOTE 32,362 32,394
    INTERNATIONAL BUSINESS MACHS NOTE 116,048 114,928
    INTUIT NOTE 29,993 29,909
    JPMORGAN CHASE & CO NOTE 117,801 116,415
    MICROSOFT CORP NOTE 32,700 32,634
    NATIONAL RURAL UTILS COOP FIN SER D 124,886 123,948
    ORACLE CORP NOTE 116,977 114,425
    PNC FUNDING CORP FDIC TLGP NOTE 26,095 26,072
    PRAXAIR INC NOTE CALL 94,452 96,612
    PUBLIC STORAGE NOTE 120,000 119,848
    ROYAL BK CDA 31,115 31,418
    SALESFORCE COM INC NOTE 124,936 123,861
    STATE STR CORP NOTE 134,633 133,091
    TORONTO DOMINION BANK SER C 125,000 125,000
    TRUIST FINL CORP SER G NOTE 26,179 26,255
    UNILEVER CAP CORP NOTE 26,104 26,127
    UNITEDHEALTH GROUP INC NOTE 70,334 71,126
    WELLS FARGO & CO 5,017 5,029

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIRBNB INC COM CL A 418,524 476,994
    ALPHABET INC CAP STK CL C 756,531 1,432,327
    AMAZON.COM INC 347,020 1,150,347
    AMGEN INC 682 224,970
    APPLE INC COM 223,291 1,168,411
    ASML HOLDING NV 121,488 660,796
    BK OF AMERICA CORP COM 458,307 524,982
    CDW CORP COM 366,518 798,437
    CHUBB LIMITED COM 327,007 591,529
    CHURCH & DWIGHT COM 219,688 492,000
    CME GROUP INC COM 240,336 405,517
    DANAHER CORPORATION COM 118,302 611,959
    DISNEY WALT CO COM 63,995 96,806
    EDWARDS LIFESCIENCES CORP 96,507 369,218
    ELI LILLY AND CO 301,301 352,181
    EOG RESOURCES INC 612,510 697,316
    FIDELITY NATL INFORMATION SERVICES COM 394,175 431,143
    FISERV INC 346,500 568,250
    INTUIT INC 276,312 780,869
    JPMORGAN CHASE & CO 259,999 649,235
    LENNAR CORP COM 292,813 493,564
    LOWES COMPANIES INC COM 554,909 898,218
    MASTERCARD INCORPORATED CL A 535,699 538,980
    MICROSOFT CORP 543,479 1,420,616
    MOODYS CORP COM 484,613 939,345
    MOTOROLA SOLUTIONS INC COM NEW 402,590 950,950
    NEXTERA ENERGY INC COM 314,433 514,974
    PRAIRIESKY RTY LTD COM 0 1,489
    RAYTHEON TECHNOLOGIES CORP COM 527,727 638,996
    ROPER TECHNOLOGIES INC 391,085 732,871
    TARGET CORP 544,790 773,010
    TJX COMPANIES INC 422,227 685,178
    TRANSUNION COM 218,337 537,760
    UNION PAC CORP COM 476,581 652,499
    UNITEDHEALTH GROUP INC 410,901 753,210
    WELLS FARGO CO NEW COM 506,099 725,698

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    US Government Securities - End of Year Book Value:

    333,249
    US Government Securities - End of Year Fair Market Value:

    333,157
    State & Local Government Securities - End of Year Book Value:


    404,837
    State & Local Government Securities - End of Year Fair Market Value:


    402,886


    TY 2021 LegalFeesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES IN CONNECTION WITH INVESTMENT AND CHARITABLE MATTERS 14,043 7,022   7,021


    TY 2021 OtherDecreasesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Description Amount
    ADJUSTMENT TO REFLECT TAX BASIS OF PUBLICLY TRADED SECURITIES RECEIVED 1,365,867


    TY 2021 OtherExpensesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 973 0   973
    OTHER EXPENSES 539 0   539


    TY 2021 OtherIncomeSchedule2
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME FROM HELEN AMMEN ESTATE K-1 6,055 6,055 6,055


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 227,532 227,532   0


    TY 2021 TaxesSchedule
    Name:
    PRITCHARD FOUNDATION
    EIN:
    23-7982138
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX ON INVESTMENT INCOME 28,830 0   0
    FOREIGN TAX WITHHELD ON DIVIDENDS 474 474   0
    PAYROLL TAX 11,666 0   11,666