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
THOMAS F AND ANITA J VELDMAN FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)1103 NORTH NOTRE DAME AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SOUTH BEND, IN46617
A Employer identification number

47-1250013
B Telephone number (see instructions)

(574) 276-9847
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$91,612,245J 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) 80,828,342
2 Check bullet.............
3 Interest on savings and temporary cash investments 54 54  
4 Dividends and interest from securities... 235,564 235,564  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,066,098
b Gross sales price for all assets on line 6a 1,929,103
7 Capital gain net income (from Part IV, line 2)... 1,066,098
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 963 963  
12 Total. Add lines 1 through 11........ 82,131,021 1,302,679  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 216 0   216
b Accounting fees (attach schedule)....... Click to see attachment 3,700 1,850   1,850
c Other professional fees (attach schedule).... Click to see attachment 26,167 26,167   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,109 4,436   0
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 4,400 4,400   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,592 36,853   2,066
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 41,592 36,853   2,066
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 82,089,429
b Net investment income (if negative, enter -0-) 1,265,826
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......... 120,386 61,365,251 61,365,251
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)      
b Investments—corporate stock (attach schedule)....... 4,915,004 Click to see attachment14,289,116 26,669,801
c Investments—corporate bonds (attach schedule)....... 2,298,781 Click to see attachment2,912,366 2,968,940
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 398,193 Click to see attachment590,883 608,253
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) 7,732,364 79,157,616 91,612,245
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,732,364 79,157,616
29 Total net assets or fund balances (see instructions)..... 7,732,364 79,157,616
30 Total liabilities and net assets/fund balances (see instructions). 7,732,364 79,157,616
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
7,732,364
2
Enter amount from Part I, line 27a .....................
2
82,089,429
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
89,821,793
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,664,177
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
79,157,616
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,913,322   863,005 1,050,317
b 15,781     15,781
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,050,317
b       15,781
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,066,098
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 17,595
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 17,595
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 57,800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 40,205
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet40,205 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)
    bulletIN
    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 ofbulletJULIA VELDMAN HARRIS Telephone no.bullet (574) 276-9847

    Located atbullet1103 NORTH NOTRE DAME AVENUESOUTH BENDIN ZIP+4bullet46617
    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
    THOMAS F VELDMAN PRESIDENT & DIRECTOR
    1.00     		0 0 0
    1103 NORTH NOTRE DAME AVENUE
    SOUTH BEND,IN46617
    ANITA J VELDMAN SECRETARY & DIRECTOR
    1.00     		0 0 0
    1103 NORTH NOTRE DAME AVENUE
    SOUTH BEND,IN46617
    PETER B VELDMAN DIRECTOR
    1.00     		0 0 0
    1103 NORTH NOTRE DAME AVENUE
    SOUTH BEND,IN46617
    JULIA VELDMAN HARRIS TREASURER & EXECUTIVE DIRECTOR
    10.00     		0 0 0
    1103 NORTH NOTRE DAME AVENUE
    SOUTH BEND,IN46617
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    11,036,864
    b
    Average of monthly cash balances.......................
    1b
    2,693,819
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,730,683
    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
    13,730,683
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    205,960
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,524,723
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    676,236
    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
    676,236
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,595
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,595
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    658,641
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    658,641
    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
    658,641
    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 7 658,641
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    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...... 59,049
    f Total of lines 3a through e ........ 59,049
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,066
    a Applied to 2020, but not more than line 2a 0
    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..... 2,066
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 59,049 59,049
    (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 ..........     		597,526
    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).)
    THOMAS F VELDMAN
    ANITA J VELDMAN
    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
    Total .................................bullet 3a 0
    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 54  
    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 1,066,098  
    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 1,302,679 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,302,679
    (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
    THOMAS F AND ANITA J VELDMAN FAMILY
    FOUNDATION INC
    Employer identification number

    47-1250013
    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
    THOMAS F AND ANITA J VELDMAN FAMILY
    FOUNDATION INC         		Employer identification number
    47-1250013
    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
    THOMAS F AND ANITA J VELDMAN
    1103 NOTRE DAME AVE
     
    SOUTH BEND, IN46617

    		$ 80,828,342


    (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.)
    (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
    THOMAS F AND ANITA J VELDMAN FAMILY
    FOUNDATION INC         		Employer identification number

    47-1250013
    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
    1
    		 PUBLICLY TRADED SECURITIES $ 19,828,342 2021-12-31
    (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
    THOMAS F AND ANITA J VELDMAN FAMILY
    FOUNDATION INC         		Employer identification number

    47-1250013
    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:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 3,700 1,850   1,850

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GS HIGH YIELD FLOATING RATE FUND CLASS P 416,154 405,158
    GS HIGH YIELD FUND CLASS P 465,749 468,538
    ABBVIE INC. 2.9% 11/06/2022 SER B SR LIEN 49,834 50,922
    ACCRUED INTEREST INCOME 0 16,626
    ADOBE INC 2.3% 02/01/2030 USD SR LIEN 44,865 46,039
    AIR LEASE CORP MTN 2.875% 01/15/2026 USD SR LIEN 34,052 34,055
    AMERICAN EXPRESS COMPANY 3.4% 02/27/2023 USD SR LIEN 49,955 51,447
    APPLE INC. 3.0% 11/13/2027 USD SR LIEN 29,000 29,031
    AT&T INC. 4.3% 02/15/2030 USD SR LIEN M-W+30.00BP 11,337 11,265
    AT&T INC. 4.35% 03/01/2029 USD SER 10YR SR LIEN 22,309 22,484
    B.A.T. CAPITAL CORPORATION 2.726% 03/25/2031 USD SR LIEN 14,945 14,573
    BANK OF AMERICA CORPORATION HYBRID MTN 03/05/2024 USD SR LIEN CPN 03/05/18 3 50,000 51,490
    BANK OF MONTREAL HYBRID 12/15/2032 USD SUB LIEN CPN 12/12/17-12/14/27 3.803% 24,909 24,687
    BAT CAPITAL CORP 3.215% 09/06/2026 USD SR LIEN 19,967 19,783
    BERKSHIRE HATHAWAY FINANCE COR 1.85% 03/12/2030 USD SR LIEN 43,564 43,630
    BLACKROCK, INC. 2.4% 04/30/2030 USD SR LIEN 14,988 15,451
    BOEING COMPANY (THE) 2.75% 02/01/2026 USD SR LIEN 16,516 16,465
    BOSTON SCIENTIFIC CORP 4.0% 03/01/2029 USD SR LIEN 27,572 27,785
    BROADCOM INC 4.3% 11/15/2032 USD SER WI SR LIEN 10,027 10,126
    BUNGE LIMITED FINANCE CORP. 2.75% 05/14/2031 USD SR LIEN 25,391 25,400
    CANADIAN IMPERIAL BANK OF COMM HYBRID 07/22/2023 USD SR LIEN CPN 07/22/19 2. 41,599 41,424
    CAPITAL ONE FINANCIAL CO 4.25% 04/30/2025 USD SR LIEN 49,997 54,048
    CHARLES SCHWAB CORP 3.75% 04/01/2024 USD SR LIEN 49,890 52,790
    CITIGROUP INC 4.45% 09/29/2027 USD SUB LIEN 28,222 27,892
    CITIGROUP INC. HYBRID 01/10/2028 USD SR LIEN CPN 01/10/17-04/09/27 3.887% 10,892 10,848
    CNA FINANCIAL CORPORATION 3.95% 05/15/2024 USD SR LIEN 50,296 52,761
    COMCAST CORP 3.95% 10/15/2025 USD SR LIEN 49,939 54,611
    CROWN CASTLE INTL CORP 1.05% 07/15/2026 USD SR LIEN 14,953 14,494
    CROWN CASTLE INTL CORP 3.3% 07/01/2030 USD SR LIEN 10,563 10,559
    DUKE ENERGY CAROLINAS 2.5% 03/15/2023 USD SR LIEN 49,625 50,832
    ENERGY TRANSFER OPERATING LP 5.25% 04/15/2029 USD SR LIEN 17,166 17,195
    EQUINIX, INC. 2.15% 07/15/2030 USD SR LIEN 14,300 14,584
    EQUINOR ASA 1.75% 01/22/2026 USD SR LIEN 29,880 30,197
    ESTEE LAUDER CO INC 2.375% 12/01/2029 USD SR LIEN 24,762 25,522
    EXELON CORPORATION 4.05% 04/15/2030 USD SR LIEN 20,237 20,018
    FOX CORPORATION 4.709% 01/25/2029 USD SER WI SR LIEN 11,417 11,423
    ILLUMINA, INC 2.55% 03/23/2031 USD SR LIEN 24,424 24,020
    INTEL CORPORATION 2.45% 11/15/2029 USD SR LIEN 24,967 25,886
    JOHN DEERE CAPITAL CORPORATION MTN 3.45% 03/13/2025 USD SR LIEN 49,985 53,317
    JOHNSON & JOHNSON 2.9% 01/15/2028 USD SR LIEN 43,046 42,681
    JPMORGAN CHASE & CO. HYBRID 04/23/2024 USD SR LIEN CPN 04/23/18 3.559% 50,000 51,674
    LOWE'S COMPANIES INC 3.125% 09/15/2024 USD SR LIEN 49,641 52,494
    MCDONALD'S CORPORATION MTN 3.35% 04/01/2023 USD SR LIEN 49,981 51,475
    MICROSOFT CORPORATION 3.125% 11/03/2025 USD SR LIEN 49,091 48,025
    MIDAMERICAN ENERGY CO 3.65% 04/15/2029 USD SR LIEN 49,956 55,145
    MITSUBISHI UFJ FINANCIAL GROUP 3.455% 03/02/2023 USD SR LIEN 50,000 51,494
    MORGAN STANLEY HYBRID 04/24/2024 USD SR LIEN CPN 04/24/18 3.737% 50,000 51,731
    MPLX LP 2.65% 08/15/2030 USD SR LIEN 4,995 4,982
    MPLX LP 4.8% 02/15/2029 USD SR LIEN 10,349 10,285
    NORTHERN TRUST CORPORATION HYBRID 05/08/2032 USD JRSUB LIEN CPN 05/08/17 3.3 49,024 52,676
    ORACLE CORPORATION 2.875% 03/25/2031 USD SR LIEN 30,625 30,224
    PACCAR FINANCIAL CORP MTN 1.8% 02/06/2025 USD SR LIEN 29,976 30,443
    PROCTER & GAMBLE CO/THE 1.2% 10/29/2030 USD SR LIEN 29,865 28,405
    PUBLIC STORAGE 0.875% 02/15/2026 USD SR LIEN 9,982 9,747
    REALTY INCOME CORP 2.85% 12/15/2032 USD SR LIEN 19,454 20,780
    ROYAL BANK OF CANADA MTN 4.65% 01/27/2026 USD SUB LIEN 18,991 18,862
    SHELL INTERNATIONAL FINANCE B. 2.0% 11/07/2024 USD SR LIEN 24,929 25,627
    SPIRIT REALTY LP 3.2% 02/15/2031 USD SR LIEN 9,900 10,346
    STARBUCKS CORP 3.1% 03/01/2023 USD SR LIEN 49,984 51,194
    STATE STREET CORPORATION HYBRID 05/15/2023 SR LIEN CPN 05/15/17-05/14/22 2.6 10,116 10,073
    SUNTRUST BANKS INC 4.0% 05/01/2025 USD SR LIEN 49,936 53,973
    SYNCHRONY FINANCIAL 4.5% 07/23/2025 USD SR LIEN 10,882 10,809
    TEXAS INSTRUMENTS INC 2.25% 09/04/2029 USD SR LIEN 24,601 25,544
    TORONTO-DOMINION BANK (THE) MTN 3.5% 07/19/2023 USD SR LIEN 30,826 31,265
    TRANS-CANADA PIPELINES 4.625% 03/01/2034 USD SR LIEN 15,402 15,282
    UNITED PARCEL SERVICE, INC. 3.4% 03/15/2029 USD SR LIEN 24,971 27,291
    VERIZON COMMUNICATIONS, INC. 1.75% 01/20/2031 USD SR LIEN 29,864 28,426
    WASTE MANAGEMENT INC 1.5% 03/15/2031 USD SR LIEN 4,988 4,713
    WELLS FARGO & COMPANY HYBRID MTN 04/04/2031 USD SR LIEN CPN 03/30/20-04/03/3 23,528 23,257
    WELLS FARGO & COMPANY HYBRID MTN 05/22/2028 USD SR LIEN CPN 05/22/17 3.584% 20,479 20,439
    WESTPAC BANKING CORPORATION HYBRID MTN 11/23/2031 USD SUB LIEN CPN 11/23/16- 42,736 42,202

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P 492,274 525,885
    ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 349,075 376,233
    ISHARES RUSSELL 2000 ETF 476,954 745,198
    ISHARES S&P 500 INDEX FUND CLASS G 2,164,389 4,074,591
    SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND 358,898 434,094
    STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 1,122,060 1,776,703
    STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K 257,085 362,533
    AT&T INC. CMN 32,195 27,060
    AXALTA COATING SYSTEMS LTD. CMN 27,939 33,120
    BANK OF AMERICA CORP CMN 11,015 29,630
    BERKSHIRE HATHAWAY INC. CLASS B 24,964 35,880
    COCA-COLA COMPANY (THE) CMN 31,653 35,526
    CORNING INCORPORATED CMN 12,720 14,892
    DEVON ENERGY CORPORATION (NEW) CMN 2,116 10,264
    DIVIDENDS EARNED BUT NOT YET PAID 0 745
    DUPONT DE NEMOURS INC CMN 8,616 13,409
    FEDEX CORPORATION CMN 21,515 28,450
    GENERAL MOTORS COMPANY CMN 18,498 32,247
    GRAPHIC PACKAGING HLDGCO CMN 17,854 27,300
    HANESBRANDS INC. CMN 27,356 25,916
    INTL.FLAVORS & FRAGRANCE CMN 8,640 19,886
    LIONS GATE ENTERTAINMENT CORP. CMN CLASS B 35,150 36,936
    MANDIANT INC/SH CMN 27,291 30,695
    MERCK & CO., INC. CMN 31,590 32,419
    MICRON TECHNOLOGY, INC. CMN 12,915 27,945
    REGIONS FINANCIAL CORPORATION CMN 21,518 28,340
    STARBUCKS CORP. CMN 5,554 11,697
    URBAN OUTFITTERS INC CMN 25,138 29,360
    WALGREENS BOOTS ALLIANCE, INC. CMN 29,405 31,296
    WALT DISNEY COMPANY (THE) CMN 16,724 18,587
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 18,427 27,633
    ACCRUED INTEREST INCOME 0 693
    ALLIANZ SE ADR CMN 11,394 15,821
    BANCO SANTANDER, S.A. SPON ADR 22,814 17,006
    BP P.L.C. SPONSORED ADR CMN 17,891 13,927
    CK HUTCHISON HLDGS LTD ADR CMN 28,621 17,866
    COMPAGNIE DE SAINT-GOBAIN UNSPONSORED ADR CMN 4,861 11,778
    CONTINENTAL AKTIENGESELLSCHAFT ADR 14,479 14,613
    DENSO CORP ADR ADR CMN 3,375 6,248
    ENEL SOCIETA PER AZIONI ADR CMN 12,874 19,440
    ENI S.P.A SPON ADR SPONSORED ADR CMN 14,566 11,890
    FUJIFILM HOLDINGS CORPORATION ADR CMN 8,685 16,511
    GSK PLC SPONSORED ADR CMN 21,004 22,976
    HITACHI LTD (ADR 10 COM) ADR CMN 4,711 4,436
    HONDA MTR LTD (AMER SHS) ADR CMN 18,480 17,667
    IMPERIAL BRANDS PLC SPONSORED ADR CMN 11,442 11,473
    KINGFISHER PLC SPONSORED ADR CMN 14,771 16,486
    KYOCERA CORP ADR SPONSORED ADR CMN 16,683 16,789
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 23,475 19,683
    MITSUBISHI ELECTRIC CORP (ADR) ADR CMN 15,845 15,477
    MONDI PLC UNSPONSORED ADR CMN 13,104 11,970
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 16,586 19,914
    NOVARTIS AG-ADR SPONSORED ADR CMN 16,983 19,681
    RED ELECTRICA CORPORACION, S.A UNSPONSORED ADR CMN 2,003 2,174
    SANOFI SPONSORED ADR CMN 16,944 20,090
    SHELL PLC SPONSORED ADR CMN SERIES B 21,565 19,247
    SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR CMN 10,014 6,385
    SNAM S.P.A ADR CMN 16,736 17,551
    SONY GROUP CORPORATION SPONSORED ADR CMN 13,648 21,614
    SSE PLC SPONSORED ADR CMN 14,859 21,509
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 3,780 16,242
    TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN 22,421 15,211
    TELIA CO AB UNSPONSORED ADR CMN 16,200 14,078
    TESCO PLC SPONSORED ADR CMN 13,647 17,552
    TOKIO MARINE HOLDINGS, INC. ADR CMN 12,266 16,486
    UNITED OVERSEAS BK LTD SPONSORED ADR CMN 16,082 19,754
    WH GROUP LIMITED SPONSORED ADR CMN 16,983 13,159
    WPP PLC ADR CMN 16,233 15,941
    3M COMPANY CMN 12,777 16,875
    ABB LTD SPONSORED ADR CMN 15,984 35,880
    ABBOTT LABORATORIES CMN 54,253 201,680
    ABBVIE INC CMN 82,010 185,498
    ACADIA HEALTHCARE COMPANY INC CMN 29,784 70,351
    ACCENTURE PLC CMN CLASS A 23,961 99,492
    ACCURAY INCORPORATED CMN 14,407 25,085
    ADOBE INC CMN 46,077 110,577
    ADVANCED MICRO DEVICES, INC. CMN 18,788 66,914
    AEGON N V AMER REG ADR CMN 5,987 11,856
    AERCAP HOLDINGS NV ORD CMN 34,806 76,214
    AIR PRODUCTS & CHEMICALS INC CMN 23,910 36,511
    ALCON, INC. CMN 7,221 16,379
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 32,287 84,502
    ALPHABET INC. CMN CLASS A 22,013 63,735
    ALPHABET INC. CMN CLASS C 8,265 28,936
    ALTRIA GROUP, INC. CMN 51,156 67,531
    AMAZON.COM INC CMN 223,682 420,127
    AMERICAN EXPRESS CO. CMN 11,091 24,540
    AMERICAN TOWER CORPORATION CMN 35,915 80,438
    AMGEN INC. CMN 70,667 104,611
    ANALOG DEVICES, INC. CMN 8,730 29,881
    ANHEUSER-BUSCH INBEV SPONSORED ADR CMN 17,815 23,615
    APOLLO GLOBAL MANAGEMENT INC CMN CLASS A 7,103 11,589
    APPLE INC. CMN 461,679 678,317
    ARCELORMITTAL SA CMN 3,523 13,782
    ARES MANAGEMENT CORPORATION CMN CLASS A 27,503 56,483
    ARTHUR J GALLAGHER & CO CMN 26,318 111,982
    ASML HOLDING N.V. ADR CMN 31,051 97,129
    ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 33,710 74,036
    ATRICURE, INC CMN 9,867 35,599
    AUTODESK, INC. CMN 10,119 23,901
    AUTOMATIC DATA PROCESSING INC CMN 14,305 30,823
    AVALONBAY COMMUNITIES INC CMN 48,129 85,628
    AVANOS MEDICAL INC CMN 7,952 10,020
    AVERY DENNISON CORPORATION CMN 39,466 93,775
    BABCOCK & WILCOX ENTERPRISES, CMN 5,507 13,097
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 8,730 18,138
    BANCO SANTANDER, S.A. SPON ADR 4,929 7,764
    BANK OF AMERICA CORP CMN 39,221 65,489
    BANKUNITED INC CMN 34,350 61,984
    BARCLAYS PLC,AMER DEP SHS ADR CMN 10,476 21,425
    BERKSHIRE HATHAWAY INC. CLASS B 48,280 101,959
    BHP GROUP LTD SPONSORED ADR CMN 15,700 24,744
    BHP GROUP PLC SPONSORED ADR CMN 10,316 17,034
    BLACKROCK, INC. CMN 51,863 155,645
    BLOOM ENERGY CORP CMN CLASS A 5,816 19,627
    BOX, INC. CMN CLASS A 18,105 28,180
    BREAD FINANCIAL HOLDINGS INC CMN 6,435 22,634
    BRF SA SPONSORED ADR CMN 165 245
    BROADCOM INC. CMN 64,820 139,736
    BUNGE LIMITED ORD CMN 19,076 55,549
    CAMDEN PROPERTY TRUST CMN 36,628 73,259
    CANON INC ADR SPONSORED ADR CMN 7,625 10,994
    CAPITAL ONE FINANCIAL CORP CMN 34,143 62,099
    CARDINAL HEALTH, INC. CMN 9,266 11,328
    CARNIVAL PLC ADR CMN 2,126 3,421
    CATERPILLAR INC (DELAWARE) CMN 27,251 55,820
    CBRE GROUP, INC. CMN CLASS A 8,271 23,330
    CEMEX, S.A.B. DE C.V. SPONSORED ADR CMN 3,139 10,699
    CHARTER COMMUNICATIONS, INC. CMN 44,442 95,188
    CHENIERE ENERGY, INC. CMN 1,921 6,085
    CHEVRON CORPORATION CMN 9,743 15,842
    CHIPOTLE MEXICAN GRILL, INC. CMN 2,708 8,741
    CIENA CORPORATION CMN 42,353 130,156
    CIGNA CORP CMN 42,698 58,556
    CISCO SYSTEMS, INC. CMN 72,737 176,485
    CITIZENS FINANCIAL GROUP, INC. CMN 60,452 126,158
    CLEAN HARBORS INC CMN 18,818 39,509
    CLEVELAND-CLIFFS INC. CMN 19,397 59,715
    CME GROUP INC. CMN CLASS A 3,626 9,138
    CNH INDUSTRIAL N.V. CMN 2,537 7,675
    COCA-COLA COMPANY (THE) CMN 46,842 74,013
    COCA-COLA EUROPEAN PARTNERS PL CMN 6,453 12,025
    COGNYTE SOFTWARE LTD CMN 1,729 2,147
    COMCAST CORPORATION CMN CLASS A VOTING 34,847 65,429
    COMERICA INCORPORATED CMN 35,016 68,208
    CONDUENT INCORPORATED CMN 14,835 26,022
    CONOCOPHILLIPS CMN 2,390 6,280
    CONSOLIDATED EDISON INC CMN 36,976 54,605
    CONSTELLATION BRANDS INC CMN CLASS A 3,062 6,274
    CORNING INCORPORATED CMN 10,732 20,849
    COUPA SOFTWARE INCORPORATED CMN 20,930 26,394
    CREDIT SUISSE GROUP SPON ADR SPONSORED ADR CMN 678 819
    CRH PLC SPON ADR ADR CMN 7,223 17,160
    CRITEO SPONSORED ADR CMN 45,683 127,532
    CROWN CASTLE INTL CORP CMN 25,838 69,928
    CROWN HOLDINGS INC CMN 52,417 121,793
    CUBESMART CMN 29,324 58,503
    CVS HEALTH CORP CMN 24,287 47,969
    D.R. HORTON, INC. CMN 16,117 58,021
    DATADOG, INC. CMN CLASS A 31,767 65,010
    DENTSPLY SIRONA INC CMN 36,700 46,975
    DEUTSCHE BANK AG CMN 9,820 17,813
    DEVON ENERGY CORPORATION (NEW) CMN 17,036 61,626
    DEXCOM, INC. CMN 7,161 18,793
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 31,767 70,665
    DIAMONDBACK ENERGY INC CMN 1,491 5,393
    DIGITAL REALTY TRUST, INC. CMN 28,166 40,503
    DIVIDENDS EARNED BUT NOT YET PAID 0 4,238
    DUKE REALTY CORPORATION CMN 36,479 93,603
    DUPONT DE NEMOURS INC CMN 7,917 15,752
    DXC TECHNOLOGY COMPANY CMN 10,763 29,937
    EASTGROUP PROPERTIES INC CMN 38,335 64,026
    EDWARDS LIFESCIENCES CORPORATI CMN 67,546 107,267
    ELANCO ANIMAL HEALTH INCORPORA CMN 8,536 11,437
    ELEVANCE HEALTH INC CMN 15,231 46,354
    ELI LILLY & CO CMN 11,432 44,471
    ENI S.P.A SPON ADR SPONSORED ADR CMN 12,271 21,844
    ENTERGY CORPORATION CMN 41,546 67,590
    EOG RESOURCES INC CMN 26,828 51,077
    EQUINIX, INC. REIT 95,710 207,231
    EQUINOR ASA SPONSORED ADR CMN 12,190 24,750
    EQUITY LIFESTYLE PROPERTIES, I CMN 29,903 58,557
    EQUITY RESIDENTIAL CMN 30,559 50,771
    ERICSSON AMERICAN ADR CMN CLASS B 4,525 8,913
    EXTRA SPACE STORAGE INC. CMN 11,889 29,475
    EXXON MOBIL CORPORATION CMN 41,680 72,204
    FASTENAL COMPANY CMN 12,686 27,546
    FERRARI N.V. CMN 3,570 7,765
    FIDELITY NATIONAL FINANCIAL, I CMN 15,167 35,222
    FLEX LTD. CMN 39,560 64,650
    FOOT LOCKER, INC. CMN 25,702 44,284
    GENERAL MILLS INC CMN 36,270 63,674
    GENMAB A/S SPONSORED ADR CMN 5,681 10,483
    GENUINE PARTS CO. CMN 13,183 25,236
    GERDAU SA SPON ADR SPONSORED ADR CMN - - 224 640
    GRUPO TELEVISA, S.A. GDS REP 5 CPO'S REP 1 L SHARE, 1 A SHARE AND 1 D SHARE 93 169
    HAIN CELESTIAL GROUP, INC. (TH CMN 17,104 44,314
    HALLIBURTON COMPANY CMN 2,355 6,061
    HASBRO, INC. CMN 8,810 18,829
    HCA HEALTHCARE, INC CMN 25,527 84,784
    HEALTHPEAK PROPERTIES INC CMN 40,099 58,105
    HENRY SCHEIN INC COMMON STOCK 29,078 42,176
    HESS CORPORATION CMN 2,527 5,922
    HONDA MTR LTD (AMER SHS) ADR CMN 6,238 8,108
    HONEYWELL INTL INC CMN 17,915 41,702
    HP INC. CMN 27,853 61,779
    HSBC HOLDINGS PLC SPONSORED ADR CMN 17,253 25,778
    HUMANA INC. CMN 3,452 9,277
    HUNTINGTON BANCSHARES INCORPOR CMN 923 1,542
    IAA, INC. CMN 6,576 18,223
    IHS MARKIT LTD CMN 10,595 26,584
    II-VI INC CMN 12,910 25,419
    ILLINOIS TOOL WORKS CMN 7,564 13,574
    ILLUMINA, INC CMN 808 1,902
    IMPINJ, INC. CMN 3,182 12,418
    INFINERA CORPORATION CMN 11,135 27,264
    ING GROEP N.V. SPONS ADR SPONSORED ADR CMN 9,061 19,975
    INTEL CORPORATION CMN 44,164 77,250
    INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN 6,800 10,564
    INTERNATIONAL GAME TECHNOLOGY PLC CMN 37,016 88,956
    INTERNATIONAL PAPER CO. CMN 91,593 127,739
    INTL BUSINESS MACHINES CORP CMN 17,923 22,054
    INTUITIVE SURGICAL, INC. CMN 35,699 78,687
    INVITATION HOMES INC. CMN 47,266 83,154
    ITRON, INC. CMN 32,288 46,594
    JAMES HARDIE INDUSTRIES PLC SPONSORED ADR CMN 2,234 8,748
    JOHNSON & JOHNSON CMN 83,046 142,843
    JOHNSON CONTROLS INTERNATIONAL CMN 7,782 24,800
    JPMORGAN CHASE & CO CMN 79,618 190,812
    KBR, INC. CMN 29,404 85,811
    KKR & CO. INC. CMN 14,176 55,726
    KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN 1,006 2,365
    KONINKLIJKE PHILIPS N.V. ADR CMN 8,968 16,030
    LENNAR CORPORATION CMN CLASS A 15,503 48,323
    LINDE PLC CMN 9,998 22,518
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 10,484 19,903
    LOCKHEED MARTIN CORPORATION CMN 21,123 37,318
    LOGITECH INTERNATIONAL S.A. ORD CMN 3,241 6,598
    LOWES COMPANIES INC CMN 11,538 41,357
    LOYALTY VENTURES INC CMN 1,853 4,090
    MACOM TECHNOLOGY SOLUTIONS CMN 718 3,210
    MAGNA INTERNATIONAL INC. CMN 32,329 58,924
    MANDIANT INC/SH CMN 15,350 21,943
    MARATHON PETROLEUM CORPORATION CMN 7,394 11,198
    MARSH & MCLENNAN CO INC CMN 5,153 11,298
    MASTERCARD INCORPORATED CMN CLASS A 55,772 131,511
    MATCH GROUP, INC. CMN 59,219 75,118
    MC DONALDS CORP CMN 65,473 187,649
    MEDTRONIC PUBLIC LIMITED COMPA CMN 28,570 40,346
    MERCK & CO., INC. CMN 94,497 145,156
    MERCURY SYSTEMS INC CMN 10,382 15,031
    META PLATFORMS INC-CLASS A CMN CLASS A 91,532 257,308
    MICROSOFT CORPORATION CMN 243,135 907,055
    MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN 12,871 17,663
    MOLINA HEALTHCARE, INC. CMN 14,612 61,389
    MORGAN STANLEY CMN 31,437 70,773
    NATIONAL GRID PLC SPONSORED ADR CMN 3,028 4,701
    NATIONAL INSTRUMENTS CORP CMN 5,272 9,171
    NATWEST GROUP PLC ADR CMN 2,628 5,652
    NETAPP, INC. CMN 35,015 74,972
    NETFLIX, INC. CMN 46,949 93,981
    NEW RELIC, INC. CMN 9,811 19,463
    NEWMONT CORP CMN 9,011 13,955
    NIKE CLASS-B CMN CLASS B 46,282 89,668
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 7,169 17,507
    NOKIA CORPORATION SPONSORED ADR CMN 2,216 5,996
    NOMURA HOLDINGS, INC. SPONSORED ADR CMN 3,296 4,352
    NORFOLK SOUTHERN CORP CMN 9,196 20,840
    NOVARTIS AG-ADR SPONSORED ADR CMN 48,335 78,286
    NOVO-NORDISK A/S ADR ADR CMN 12,445 39,200
    NUCOR CORPORATION CMN 16,868 60,500
    NXP SEMICONDUCTORS N.V. CMN 18,956 55,578
    OCCIDENTAL PETROLEUM CORP CMN 416 1,160
    ODP CORP/THE CMN 9,693 18,776
    OGE ENERGY CORP (HOLDING CO) CMN 11,385 14,584
    ONESPAN, INC. CMN 12,197 15,576
    ORACLE CORPORATION CMN 36,439 58,780
    ORGANON & CO CMN 182 244
    ORMAT TECHNOLOGIES, INC. CMN 25,750 39,095
    OSI SYSTEMS, INC. CMN 15,965 23,486
    PANASONIC CORPORATION ADR CMN 1,506 2,856
    PARAMOUNT GLOBAL CMN CLASS B 14,168 31,991
    PARKER-HANNIFIN CORP. CMN 5,056 15,906
    PATTERSON COMPANIES INC CMN 16,277 23,421
    PAYCHEX, INC. CMN 61,198 183,593
    PAYCOM SOFTWARE, INC. CMN 28,463 42,349
    PEARSON PLC SPON ADR SPONSORED ADR CMN 892 1,260
    PEPSICO, INC. CMN 5,555 10,423
    PETROLEO BRASILEIRO S A PETROB SPONSORED ADR CMN 879 1,658
    PETROLEO BRASILEIRO S.A. SPON ADR 919 1,618
    PFIZER INC. CMN 132,373 266,552
    PHILIP MORRIS INTL INC CMN 5,619 7,125
    PIONEER NATURAL RESOURCES CO CMN 3,040 9,094
    PRINCIPAL FINANCIAL GROUP, INC CMN 48,431 106,325
    PROCTER & GAMBLE COMPANY (THE) CMN 98,064 212,654
    PROLOGIS INC CMN 87,840 254,055
    PRUDENTIAL CORP (ADR) ADR CMN 10,070 15,666
    PRUDENTIAL FINANCIAL INC CMN 67,568 114,193
    PUBLIC STORAGE CMN 32,127 59,930
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 19,478 32,698
    QIAGEN N.V. CMN 3,448 10,116
    QUALCOMM INC CMN 34,854 130,752
    QUEST DIAGNOSTICS INCORPORATED CMN 9,457 24,221
    RADWARE LTD. CMN 8,967 15,782
    RAMBUS INC CMN 24,051 91,197
    RAYTHEON TECHNOLOGIES CORPORAT CMN 54,716 94,408
    RELX PLC SPONSORED ADR CMN 12,091 26,316
    RESIDEO TECHNOLOGIES INC. CMN 46,669 96,051
    RIBBON COMMUNICATIONS INC CMN 10,619 20,413
    RIO TINTO PLC SPONSORED ADR 17,030 45,921
    RYANAIR HOLDINGS PLC SPONSORED ADR CMN 2,697 4,912
    RYDER SYSTEM INC CMN 20,061 39,979
    RYMAN HOSPITALITY PPTYS INC CMN 18,738 27,772
    SALESFORCE INC CMN 9,977 24,142
    SANOFI SPONSORED ADR CMN 29,367 40,080
    SAP SE (SPON ADR) 27,785 65,151
    SBA COMMUNICATIONS CORPORATION CMN 12,139 29,177
    SEAGATE TECHNOLOGY HOLDIN PLC CMN 16,792 70,613
    SEMPRA ENERGY CMN 14,230 19,181
    SENSATA TECHNOLOGIES HOLDING P CMN 45,316 62,800
    SERVICENOW INC CMN 41,777 118,138
    SHELL PLC SPONSORED ADR CMN SERIES A 4,214 6,944
    SHELL PLC SPONSORED ADR CMN SERIES B 19,253 31,862
    SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN 1,002 2,170
    SMITH & NEPHEW PLC ADR CMN 3,773 6,924
    SONY GROUP CORPORATION SPONSORED ADR CMN 33,160 73,944
    SOUTHERN COPPER CORPORATION CMN 6,790 9,874
    STELLANTIS NV CMN 3,732 9,192
    STERICYCLE, INC. CMN 37,010 54,809
    STMICROELECTRONICS NV ADR CMN 4,423 14,664
    STRATASYS LTD CMN 18,496 28,139
    STRYKER CORPORATION CMN 13,507 25,405
    SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN 1,926 2,444
    SUN COMMUNITIES, INC CMN 5,735 12,598
    SVB FINANCIAL GROUP CMN 13,537 46,120
    SYLVAMO CORPORATION CMN 3,658 4,992
    SYNCHRONY FINANCIAL CMN 9,175 30,154
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 5,477 12,392
    TE CONNECTIVITY LTD CMN 10,038 31,461
    TELEDYNE TECHNOLOGIES INCORPOR CMN 10,790 25,340
    TELEFONICA S.A. ADR SPONSORED ADR CMN 4,550 5,300
    TELUS CORPORATION CMN 1,023 1,838
    TEMPUR SEALY INTERNATIONAL INC CMN 16,036 64,760
    TENARIS SA SPONSORED ADR CMN 2,392 4,798
    TERRENO REALTY CORPORATION CMN 12,960 23,881
    TESLA, INC. CMN 145,256 220,867
    TEXAS CAPITAL BANCSHARES, INC. CMN 15,550 31,390
    TEXAS INSTRUMENTS INC. CMN 26,581 62,195
    THE HOME DEPOT, INC. CMN 62,021 228,256
    THE KRAFT HEINZ CO CMN 5,052 6,642
    THE PROGRESSIVE CORPORATION CMN 19,436 52,865
    THE SOUTHERN CO. CMN 19,549 30,861
    THE WILLIAMS COMPANIES, INC. CMN 3,874 9,635
    TOTALENERGIES SE SPONSORED ADR CMN 20,204 29,280
    TOYOTA MOTOR CORPORATION SPON ADR 46,036 79,864
    TRADE DESK, INC. (THE) CMN 6,640 18,328
    TRUIST FINANCIAL CORPORATION CMN 40,273 62,063
    TWILIO INC. CMN CLASS A 20,086 50,561
    U.S. BANCORP CMN 17,750 30,332
    UBER TECHNOLOGIES, INC. CMN 42,879 59,331
    UBS GROUP AG CMN 20,963 40,601
    ULTRAPAR PARTICIPACOES S.A. SPONSORED ADR 147 185
    UNILEVER PLC (NEW) SPONSORED ADR CMN 34,200 52,822
    UNION PACIFIC CORP. CMN 42,988 136,042
    UNISYS CORPORATION CMN 34,908 57,966
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 15,356 34,294
    UNITEDHEALTH GROUP INCORPORATE CMN 27,286 85,364
    VALE S.A. ADR 1,267 2,257
    VALMONT INDUSTRIES INC CMN 16,572 31,062
    VALVOLINE INC. CMN 3,449 9,136
    VEECO INSTRUMENTS INC CMN 19,272 64,513
    VENTAS, INC. CMN 34,266 53,727
    VEOLIA ENVIRONNEMENT SPONSORED ADR CMN 1,550 4,769
    VERINT SYSTEMS INC. CMN 29,109 64,010
    VIASAT, INC CMN 17,641 23,606
    VIAVI SOLUTIONS, INC. CMN 23,953 45,812
    VIRTU FINANCIAL, INC. CMN CLASS A 2,977 5,334
    VISA INC. CMN CLASS A 64,305 138,911
    WALMART INC CMN 44,617 99,836
    WALT DISNEY COMPANY (THE) CMN 35,784 61,956
    WASTE MANAGEMENT INC CMN 43,712 80,780
    WATSCO INC. CMN 17,802 37,546
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 30,479 49,739
    WESTPAC BANKING CORP ADS REPRESENTING 5 ORD SHARES 21,857 29,452
    WPP PLC ADR CMN 2,103 3,778
    YUM BRANDS, INC. CMN 6,454 18,052
    ZENDESK, INC. CMN 286 521
    ZIMMER BIOMET HOLDINGS INC 14,732 22,232

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WEST STREET CAPITAL AT COST 133,405 136,694
    SLR HEALTHCARE AT COST 50,636 45,930
    GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 406,842 425,629

    TY 2021 LegalFeesSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 216 0   216


    TY 2021 OtherDecreasesSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Description Amount
    DONATED STOCK ADJUSTED TO DONOR BASIS 10,664,177


    TY 2021 OtherExpensesSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 2,835 2,835   0
    K-1 EXPENSES 1,565 1,565   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 937 937 937
    GOLDMAN SACHS 26 26 26


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 26,167 26,167   0


    TY 2021 TaxesSchedule
    Name:
    THOMAS F AND ANITA J VELDMAN FAMILY
     
    FOUNDATION INC
    EIN:
    47-1250013
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 4,436 4,436   0
    FEDERAL TAX PAID 2,673 0   0