Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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
Wallace H Coulter Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)790 NW 107th Ave 215
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Miami, FL331723158
A Employer identification number

31-1546126
B Telephone number (see instructions)

(305) 559-2991
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$52,502,134J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 5,877 5,877  
4 Dividends and interest from securities... 670,265 670,265  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,841,937
b Gross sales price for all assets on line 6a 67,230,718
7 Capital gain net income (from Part IV, line 2)... 4,930,321
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 15,666 325,598  
12 Total. Add lines 1 through 11........ 3,533,745 5,932,061  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 1,377,453 181,111   1,217,401
14 Other employee salaries and wages...... 876,801 14,561   842,338
15 Pension plans, employee benefits....... 720,292 51,245   659,184
16a Legal fees (attach schedule)......... Click to see attachment 61,025 0   61,025
b Accounting fees (attach schedule)....... Click to see attachment 162,051 0   162,051
c Other professional fees (attach schedule).... Click to see attachment 876,656 375,829   500,827
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,786 10,786   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 157,829 13,727   144,101
21 Travel, conferences, and meetings....... 56,824 0   7,824
22 Printing and publications.......... 116,860 9,935   116,860
23 Other expenses (attach schedule)....... Click to see attachment 159,006 56,087   102,919
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,575,583 713,281   3,814,530
25 Contributions, gifts, grants paid....... 7,550,803 19,124,894
26 Total expenses and disbursements. Add lines 24 and 25 12,126,386 713,281   22,939,424
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -8,592,641
b Net investment income (if negative, enter -0-) 5,218,780
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......... 20,185,360 9,941,804 9,941,804
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.......... 209,204 102,397 102,397
10a Investments—U.S. and state government obligations (attach schedule) 7,395,250 Click to see attachment4,913,706 4,961,185
b Investments—corporate stock (attach schedule)....... 11,993,654 Click to see attachment9,560,132 6,567,635
c Investments—corporate bonds (attach schedule)....... 9,514,434 Click to see attachment7,134,366 7,230,485
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,574,129 Click to see attachment36,202,119 22,638,950
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,239,248 Click to see attachment1,199,959 Click to see attachment1,059,678
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 90,111,279 69,054,483 52,502,134
Liabilities 17 Accounts payable and accrued expenses.......... 711,724 637,831
18 Grants payable................. 15,974,020 4,399,929
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) Click to see attachment3,414,442 Click to see attachment2,598,271
23 Total liabilities (add lines 17 through 22)......... 20,100,186 7,636,031
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........... 70,011,093 61,418,452
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 70,011,093 61,418,452
30 Total liabilities and net assets/fund balances (see instructions). 90,111,279 69,054,483
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
70,011,093
2
Enter amount from Part I, line 27a .....................
2
-8,592,641
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
61,418,452
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
61,418,452
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 DISPOSITION OF L.P. A.M. Pappas P   2021-12-31
c 551.92 UNITS CF WESTN AST CORE PLUS LLC P 2006-03-31 2021-01-27
d 546.11 UNITS CF WESTIN AST CORE PLUS LLC P 2006-03-31 2021-04-28
e 546.99 UNITS CF WESTIN AST CORE PLUS LLC P 2006-03-31 2021-07-28
546.08 UNITS CF WESTIN AST CORE PLUS LLC P 2006-03-31 2021-10-27
A.M. PAPPAS LIFE SCIENCE VENTURES III, LP P    
ARBORETUM VENTURES 1, LLC P    
ARBORETUM VENTURES 1-A, LLC P    
FORWARD VENTURES V, L.P. P    
HATTERAS VENTURE PARTNERS III, LP P    
HATTERAS VENTURE PARTNERS IV, LP P    
INTERWEST PARTNERS VIII, L.P. P    
WESTERN ASSET US CORE PLUS, LLC P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 66,774,718   61,744,391 5,030,327
b       -16,872
c 14,000   5,750 8,250
d 14,000   5,877 8,123
e 14,000   5,730 8,270
14,000   5,773 8,227
      -99,273
      -11,236
      -6,996
      336
      15,397
400,000     131,717
      -65,778
      -80,171
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       5,030,327
b       -16,872
c       8,250
d       8,123
e       8,270
      8,227
      -99,273
      -11,236
      -6,996
      336
      15,397
      131,717
      -65,778
      -80,171
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 4,930,321
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 72,541
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 72,541
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 61,026
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,026
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 157
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 11,672
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
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)
    bulletFL, DE, CA
    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
    Yes
     
    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 addressbulletwww.whcf.org
    14
    The books are in care ofbulletSue Van President Telephone no.bullet (305) 559-2991

    Located atbullet790 NW 107TH AVENUE 215MIAMIFL ZIP+4bullet331273158
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletBE, CA, DA, FR, GM, HK, IT, JA, NL, NO, SN, SW, SZ, UK, AU
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
    Yes
     
    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
     
    No
    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)
    Yes
     
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    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
     
    No
    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
    Yes
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d). Click to see attachment
    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
    Sue Van President, CEO
    40.00     		419,431 83,785 0
    790 NW 107th Ave 215
    Miami,FL33172
    Wayne Barlin V. Pres., General Counsel
    40.00     		362,511 94,730 0
    790 NW 107th Ave 215
    Miami,FL33172
    Susan Racher V. Pres., CFO
    40.00     		353,178 93,756 0
    790 NW 107th Ave 215
    Miami,FL33172
    Susie Sands V. Pres., Asian Programs
    40.00     		284,450 72,788 0
    790 NW 107th Ave 215
    Miami,FL33172
    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
    Gregory Thornton Controller
    40.00     		280,139 105,989 0
    790 NW 107th Ave 215
    Miami,FL33172
    Dennis Van Program Director
    40.00     		261,046 99,715 0
    790 NW 107th Ave 215
    Miami,FL33172
    Joan Van Program Director
    40.00     		183,478 60,954 0
    790 NW 107th Ave 215
    Miami,FL33172
    Eduardo Callejas Program Director
    40.00     		111,142 71,900 0
    790 NW 107th Ave 215
    Miami,FL33172
    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
    Crossroads Consulting Inc Project Consultant 200,000
    1825 K Street NW Suite 450
    Washington,DC20006
    Northern Trust Company Investment Management/Custodial 108,433
    50 S LaSalle Street
    Chicago,IL60675
    Dr Rifat Pamukcu Project Consultant 105,000
    2 Pump House
    Spring House,PA19477
    Deloitte & Touche LLP Audit 92,735
    333 SE 2nd Avenue Suite 3600
    Miami,FL33131
    Infor Inc Computer Consulting/Management 90,175
    13560 Morris Road Suite 4100
    Alpahretta,GA30004
    Total number of others receiving over $50,000 for professional services.............bullet4
    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
    39,307,762
    b
    Average of monthly cash balances.......................
    1b
    9,926,622
    c
    Fair market value of all other assets (see instructions)................
    1c
    8,749,008
    d
    Total (add lines 1a, b, and c).........................
    1d
    57,983,392
    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
    57,983,392
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    869,751
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    57,113,641
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    2,855,682
    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
    2,855,682
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    72,541
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    72,541
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,783,141
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,783,141
    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
    2,783,141
    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 2,783,141
    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...... 14,367,261
    b From 2017...... 18,118,614
    c From 2018...... 21,262,164
    d From 2019...... 27,842,302
    e From 2020...... 26,145,262
    f Total of lines 3a through e ........ 107,735,603
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 22,939,424
    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..... 2,783,141
    e Remaining amount distributed out of corpus 20,156,283
    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 5 127,891,886
    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 ..........     		0
    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) ...     		14,367,261
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		113,524,625
    10 Analysis of line 9:
    a Excess from 2017.... 18,118,614
    b Excess from 2018.... 21,262,164
    c Excess from 2019.... 27,842,302
    d Excess from 2020.... 26,145,262
    e Excess from 2021.... 20,156,283
    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 e-mail address of the person to whom applications should be addressed:
    Wayne A Barlin Vice President Gener
    790 NW 107th Avenue Suite 215
    Miami,FL33172
    (305) 559-2991
    bThe form in which applications should be submitted and information and materials they should include:
    See explanation below
    cAny submission deadlines:
    See explanation below
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    The Wallace H. Coulter Foundation continues Wallace's lifelong work through three main initiatives. The Translational Research Partnership Program promotes academic translational research based in biomedical engineering in order to improve patient care. The Biomedical Societies Program supports leading medical societies to bring the latest education and standards of care to resource-limited countries. The Asian American Pacific Islander and Native American Program focuses on building a consortium among organizations to establish one cohesive community to promote collaboration and partnership in civic engagement and health disparities.
    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
    AFN Education Fund
    3000 A St Ste 210
    Anchorage,AK99503     		  PC General Support 100,000
    Amalgamated Charitable Foundation Inc
    1825 K St NW
    Washington,DC20006     		  PC General Support 900,000
    American Nicaraguan Foundation
    1000 NW 57th Court Suite 170
    Miami,FL33126     		  PC General Support 75,000
    American Nicaraguan Foundation
    1000 NW 57th Court Suite 170
    Miami,FL33126     		  PC General Support 25,000
    Anti-Defamation League of B'nai B'rith
    605 Third Avenue
    New York,NY10158     		  PC General Support 10,000
    APANO Communities United Fund
    2788 SE 82nd Ave Suite 203B
    Portland,OR97266     		  PC General Support 250,000
    Asian & Pacific Islander American Vote
    1612 K Street NW Suite 510
    Washington,DC20006     		  PC General Support 500,000
    Asian & Pacific Islander American Vote
    1612 K Street NW Suite 510
    Washington,DC20006     		  PC General Support 500,000
    Asian American Federation Inc
    120 Wall St 9th Floor
    New York,NY10005     		  PC General Support 200,000
    Asian American Journalists Association
    5 Third Street 1108
    San Francisco,CA94103     		  PC General Support 250,000
    Asian American Legal Defense and Education Fund
    99 Hudson Street 12th Floor
    New York,NY10013     		  PC General Support 250,000
    Asian American Legal Defense and Education Fund
    99 Hudson Street 12th Floor
    New York,NY10013     		  PC General Support 150,000
    Asian Americans Advancing Justice Los Angeles
    1145 Wilshire Blvd 2nd Floor
    Los Angeles,CA90017     		  PC General Support 200,000
    Asian Americans Advancing Justice-AAJC
    1620 L Street NW
    Washington,DC20036     		  PC General Support 175,000
    Asian Americans Advancing Justice-Atlanta
    5680 Oakbrook Parkway Suite 148
    Atlanta,GA30093     		  PC General Support 200,000
    Asian Americans Advancing Justice-Chicago
    4753 N Broadway Suite 502
    Chicago,IL60640     		  PC General Support 500,000
    Asian and Pacific Islander American Vote - Michigan
    336 Lenox Drive
    Canton,MI48188     		  PC General Support 150,000
    Asian Community Development Council
    10275 Rainbow Boulevard Suite 253
    Las Vegas,NV89145     		  PC General Support 250,000
    Asian Counseling and Referral Service
    3639 Martin Luther King Jr Way S
    Seattle,WA98144     		  PC General Support 250,000
    Asian Health Services
    101 8th Street Suite 100
    Oakland,CA94607     		  PC General Support 50,000
    Asian Pacific American Institute for Congressional Studies Inc
    1001 Connecticut Avenue NW
    Washington,DC20036     		  PC General Support 125,000
    Asian Pacific Development Center Colorado
    1537 Alton Street
    Aurora,CO80010     		  PC General Support 100,000
    Asian Pacific Development Center Colorado
    1537 Alton Street
    Aurora,CO80010     		  PC General Support 150,000
    Asian Pacific Fund
    465 California Street Suite 809
    San Francisco,CA94104     		  PC General Support 125,000
    Asian Pacific Islander American Public Affairs-Community Education Foundati
    4000 Truxel Road Suite 3
    Sacramento,CA95834     		  PC General Support 100,000
    Asian Services in Action Inc
    730 Carroll St
    Akron,OH44304     		  PC General Support 250,000
    Association of Asian-Pacific Community Health Organization
    101 Callan Avenue Suite 400
    San Leandro,CA94577     		  PC General Support 369,947
    Be The Match Foundation
    500 N 5th Street
    Minneapolis,MN55401     		  PC General Support 10,000
    Byram Hills Education Foundation Inc
    PO Box 872
    Armonk,NY10504     		  PC General Support 4,000
    CAPI USA
    5930 Brooklyn Boulevard
    Minneapolis,MN55429     		  PC General Support 175,000
    Center for Asian American Media
    145 9th St 350
    San Francisco,CA94103     		  PC General Support 250,000
    Center for Domestic Peace
    734 A Street
    San Rafael,CA94901     		  PC General Support 10,000
    Center for Pan Asian Community Services
    3510 Shallowford Road NE
    Atlanta,GA30341     		  PC General Support 200,000
    Center on Civic Engagement
    1825 K Street NW
    Washington,DC20006     		  PC General Support 300,000
    Chinatown Progressive Association aka Chinese Progressive Association Bosto
    28 Ash Street
    Boston,MA02111     		  PC General Support 250,000
    Chinese Progressive Association San Francisco
    1042 Grant Ave 5th Floor
    San Francisco,CA94133     		  PC General Support 100,000
    Community Partners
    1000 North Alameda Street Suite 240
    Los Angeles,CA90012     		  PC General Support 300,000
    Council for Native Hawaiian Advancement
    91-1270 Kinoiki Street Building 1
    Kapolei,HI96707     		  PC General Support 225,000
    Fair Elections Center
    1825 K Street NW Suite 450
    Washington,DC20006     		  PC General Support 100,000
    First Alaskans Institute
    606 E St Suite 200
    Anchorage,AK99501     		  PC General Support 150,000
    Freedom Inc
    2030 South Park Street
    Madison,WI53713     		  PC General Support 250,000
    Illinois Coalition For Immigrant and Refugee Rights
    228 S Wabash Avenue Suite 800
    Chicago,IL60604     		  PC General Support 250,000
    Immigrant Legal Resource Center
    1458 Howard Street
    San Francisco,CA94103     		  PC General Support 500,000
    Institute for Asian Pacific American Leadership & Advancement
    815 16th Street NW 2nd Floor-IAPALA
    Washington,DC20006     		  PC General Support 250,000
    Key Biscayne Community Foundation Inc
    240 Crandon Blvd Suite 108
    Key Biscayne,FL33149     		  PC General Support 32,000
    Lawton Alternative School PTA
    1570 31st Ave
    San Francisco,CA94122     		  PC General Support 5,000
    Lupus Foundation of America
    2121 K Street NW Suite 200
    Washington,DC20037     		  PC General Support 65,000
    Lupus Foundation of America
    2121 K Street NW Suite 200
    Washington,DC20037     		  PC General Support 18,000
    MinKwon Center for Community Action Inc
    133-29 41st Avenue
    Flushing,NY11355     		  PC General Support 250,000
    NAMI Miami-Dade County Inc
    299 Alhambra Circle Suite 224
    Coral Gables,FL33134     		  PC General Support 70,000
    National Congress of American Indians Fund
    1516 P St NW
    Washington,DC20005     		  PC General Support 250,000
    National Partnership for New Americans
    1818 S Paulina St
    Chicago,IL60608     		  PC General Support 300,000
    National Tongan American Society
    3007 South West Temple Building H
    Salt Lake City,UT84115     		  PC General Support 175,000
    National Urban Indian Family Coalition
    4000 Aurora Avenue North Suite 102
    Seattle,WA98103     		  PC General Support 650,000
    Native American Rights Fund
    1506 Broadway
    Boulder,CO80302     		  PC General Support 250,000
    Native American Rights Fund
    1506 Broadway
    Boulder,CO80302     		  PC General Support 200,000
    NAVA Education Project
    PO BOX 35698
    Albuquerque,NM87176     		  PC General Support 200,000
    Neo Philanthropy Inc
    45 West 36th Street 6th Floor
    New York,NY10018     		  PC General Support 1,900,000
    New American Leaders
    530 7th Avenue
    New York,NY10018     		  PC General Support 125,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC General Support 25,000
    New Venture Fund
    1201 Connecticut Ave NW Suite 300
    Washington,DC20036     		  PC General Support 150,000
    New Virginia Majority Education Fund
    3801 Mount Vernon Ave
    Alexandria,VA22305     		  PC General Support 250,000
    New Virginia Majority Education Fund
    3801 Mount Vernon Ave
    Alexandria,VA22305     		  PC General Support 200,000
    New York Immigration Coalition
    131 West 33rd St Suite 610
    New York,NY10001     		  PC General Support 250,000
    New York Immigration Coalition
    131 West 33rd St Suite 610
    New York,NY10001     		  PC General Support 100,000
    New York Historical Society
    170 Central Park West
    New York,NY10024     		  PC General Support 1,000
    Nonprofit VOTE Inc
    2464 Massachusetts Ave Suite 210
    Cambridge,MA02140     		  PC General Support 100,000
    North Carolina Asian Americans Together
    711 Hillsborough Street Suite 102
    Raleigh,NC27603     		  PC General Support 100,000
    Orange County Asian and Pacific Islander Community Alliance
    12912 Brookhurst Street Suite 410
    Garden Grove,CA92840     		  PC General Support 100,000
    Organization of Chinese Americans of Greater Houston
    9800 Town Park Suite 142
    Houston,TX77036     		  PC General Support 250,000
    Sacred Pipe Resource Center
    400 W Main
    Mandan,ND58554     		  PC General Support 200,000
    Santa Clara County Asian Law Alliance
    991 West Hedding Street Suite 202
    San Jose,CA95126     		  PC General Support 150,000
    Santa Clara County Asian Law Alliance
    991 West Hedding Street Suite 202
    San Jose,CA95126     		  PC General Support 97,947
    South Florida PBS
    14901 NE 20th Avenue
    Miami,FL33181     		  PC General Support 1,000
    South San Francisco High School
    400 B Street
    South San Francisco,CA94080     		  PC General Support 20,000
    Southeast Asia Resource Action Center
    1628 16th Street NW
    Washington,DC20009     		  PC General Support 250,000
    Southeast Asian Coalition
    4520 N Tryon Street 22
    Charlotte,NC28213     		  PC General Support 150,000
    Southeast Asian Mutual Assistance Associations Coalition Inc
    1711 S Broad Street 2nd Floor
    Philadelphia,PA19148     		  PC General Support 250,000
    Southwest Center for Chronic Disease Inc
    14807 N 73rd Street Suite 103
    Scottsdale,AZ85260     		  PC General Support 20,000
    State Leadership Project
    1101 Haynes Street Suite 205
    Raleigh,NC27604     		  PC General Support 25,000
    State Voices
    1616 P Street NW Suite 220
    Washington,DC20036     		  PC General Support 500,000
    Tennessee Immigrant & Refugee Rights Coalition
    2195 Nolensville Pike
    Nashville,TN37211     		  PC General Support 250,000
    The Florida Bar Foundation
    875 Concourse Parkway S Suite 195
    Maitland,FL327519823     		  PC General Support 1,000
    The Miami Foundation
    40 Northwest 3rd Street Suite 305
    Miami,FL33156     		  PC General Support 15,000
    Tides Center
    1012 Torney Ave
    San Francisco,CA94129     		  PC General Support 500,000
    Tides Foundation
    1012 Torney Avenue
    San Francisco,CA94129     		  PC General Support 150,000
    U of M Miller School of Medicine
    1500 NW 12th Ave Suite 102
    Miami,FL33136     		  PC General Support 50,000
    U of M Miller School of Medicine
    1500 NW 12th Ave Suite 102
    Miami,FL33136     		  PC General Support 75,000
    UC San Diego Foundation
    9500 Gilman Drive MC 0940
    La Jolla,CA92093     		  PC General Support 200,000
    United Way of Miami-Dade County Inc
    3250 SW 3rd Av
    Miami,FL33129     		  PC General Support 15,000
    University of California Riverside
    245 University Office Building
    Riverside,CA92521     		  PC General Support 200,000
    Vietnamese American Young Leaders Association aka VAYLA New Orleans
    13235 Chef Menteur Hwy Suite A
    New Orleans,LA70129     		  PC General Support 250,000
    Vivalon
    930 Tamalpais Avenue
    San Rafael,CA94901     		  PC General Support 10,000
    Western Native Voice
    310 N 27th Box 1018
    Billings,MT59103     		  PC General Support 200,000
    Total .................................bullet 3a 19,124,894
    bApproved for future payment
    Asian Americans Advancing Justice-Los Angeles
    1145 Wilshire Blvd 2nd Floor
    Los Angeles,CA90017     		  PC General Support 400,000
    UC San Diego Foundation
    9500 Gilman Drive MC 0940
    La Jolla,CA92093     		  PC General Support 600,000
    University of California Riverside
    245 University Office Building
    Riverside,CA92521     		  PC General Support 600,000
    Total .................................bullet 3b 1,600,000
    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 5,877  
    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 2,841,937  
    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 3,533,745 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,533,745
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 18,731 0   18,731
    AUDIT 92,735 0   92,735
    TAX 50,585 0   50,585

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    TY 2021 ExpenditureResponsibilityStmt
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    RxMP Therapeutics Inc
          		University of Miami
    Miami,FL33124     		2020-02-18 600,000 Grant to further research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 600,000 NO 12/31/20, 12/31/21   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.
    RxMP Therapeutics Inc
          		University of Miami
    Miami,FL33124     		2013-10-22 1,700,000 A Program related investment to conduct research relating to the control of hemmorhage and treatment of excessive bleeding or related disorders. 1,700,000 NO 3/31/17, 6/30/17, 9/30/17, 12/31/17, 12/31/18, 12/31/19, 12/31/20, 12/31/21   To the knowledge of the Foundation and based on the grantee's reports no portion of the funds have been diverted from the purpose of the grant and no verification efforts have been considered necessary.

    TY 2021 GeneralExplanationAttachment
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Identifier Return Reference Explanation
    STATEMENT OF CONTROLLED ENTITIES FORM 990-PF LINE VI-A, LINE 11 NAME OF CONTROLLED ENTITY: RxMP THERAPEUTICS, INC.EMPLOYER ID: 82-3928186ADDRESS: 790 NW 107TH AVE MIAMI, FL 33172EXCESS BUSINESS HOLDING: NO
    Supplemental Disclosure to Form 990-PF SUPPLEMENTAL DISCLOSURE For the tax year ended December 31, 2021 the Foundation's net unrealized losses on investments per books in the amount of $4,939,694 are not included on Page 1, Part I column (a).

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 3.2% 11-21-2029 55,621 53,510
    AIR LEASE CORP 3.625% 12-01-2027 74,209 79,016
    ALTRIA GROUP INC 2.45% DUE 02-04-2032 71,144 71,293
    APPALACHIAN PWR CO FIXED 3.7% DUE 05-01-2050 49,705 53,992
    AT&T INC 2.25% DUE 02-01-2032 71,787 72,563
    AT&T INC 3.65% DUE 09-15-2059 47,210 50,706
    BANK AMER CORP 2.482% 09-21-2036 48,556 48,491
    BANK AMER CORP FIXED 2.496% DUE 02-13-2031 75,000 75,267
    BAXTER INTL INC 2.272% 12-01-2028 100,000 100,814
    BOARDWALK PIPELINES LP 4.8% 05-03-2029 87,027 84,064
    BOEING CO 3.6% 05-01-2034 75,032 78,677
    BROADCOM INC SR NT 144A 3.187% 11-15-2036 74,883 74,992
    BSTN PPTYS LTD FIXED 2.45% DUE 10-01-2033 72,287 72,730
    CAPITAL ONE FINL CORP 2.618% 11-02-2032 74,972 74,883
    CARRIER GLOBAL CORP 3.577% DUE 04-05-2050 75,772 80,035
    CHARTER 6.484% DUE 10-23-2045 50,394 68,471
    CITIGROUP INC 4.45% DUE 09-29-2027 84,821 83,677
    CITIGROUP INC FIXED 2.666% DUE 01-29-2031 50,730 50,807
    CNH INDUSTRIAL CAPITAL LLC 1.875% 01-15-2026 50,746 50,046
    COMCAST CORP NEW FIXED 3.969% DUE 11-01-2047 55,242 57,771
    CONAGRA BRANDS INC 1.375% DUE 11-01-2027 49,409 47,786
    CUBESMART L P 3.0% DUE 02-15-2030 77,168 78,237
    DUKE ENERGY CORP NEW SR NT 3.5% 06-15-2051 49,982 51,822
    ELECTRONIC ARTS INC 2.95% 02-15-2051 74,600 70,946
    EQUIFAX INC 2.35% DUE 09-15-2031 BEO 49,866 49,381
    EXPEDIA GROUP INC 3.25% DUE 02-15-2030 74,419 76,610
    FEDEX CORP 4.4% DUE 01-15-2047 49,237 59,076
    FIDELITY NATIONAL INFORMATION SERVICES INC 1.15% DUE 03-01-2026 BEO 49,925 48,730
    FLOWSERVE CORP 3.5% DUE 10-01-2030 74,742 77,560
    FORD MTR CR CO LLC 4.271% DUE 01-09-2027 50,644 53,750
    GEN MTRS FINL CO 5.25% DUE 03-01-2026 57,048 56,096
    GENERAL DYNAMICS CORP NT 2.85% 06-01-2041 49,825 51,580
    HCA INC 3.5% DUE 07-15-2051 BEO 49,944 51,165
    HOME DEPOT INC 1.5% 09-15-2028 74,699 74,077
    HUNTSMAN INTERNATIONAL L 2.95% 06-15-2031 50,938 50,758
    JPMORGAN CHASE & 3.625% DUE 12-01-2027 47,548 53,906
    KEMPER CORP DEL 2.4% DUE 09-30-2030 74,894 72,727
    KINDER MORGAN 5.5 DUE 03-01-2044 49,818 61,463
    LABORATORY CORP AMER HLDGS 1.55% DUE 06-01-2026 BEO 49,967 49,454
    LAS VEGAS SANDS 3.2% DUE 08-08-2024 105,177 101,829
    M.D.C.HLDGS INC 2.5% DUE 01-15-2031 BEO 72,465 72,563
    MARRIOTT INTERNATIONAL 2.85% DUE 04-15-2031 BEO 49,903 49,903
    MCDONALDS CORP 4.45% DUE 03-01-2047 REG 49,918 61,184
    MERCK & CO INC NEW FIXED 2.15% DUE 12-10-2031 74,846 75,270
    MORGAN STANLEY 1.928% DUE 04-28-2032 75,000 71,747
    MORGAN STANLEY FIXED 2.484% DUE 09-16-2036 74,901 72,214
    O REILLY AUTOMOTIVE INC NEW 1.75% 03-15-2031 74,658 71,041
    OFFICE PPTYS INCOME TR SR NT 2.4% 02-01-2027 74,912 72,644
    PEPSICO INC 1.95% DUE 10-21-2031 BEO 99,630 100,071
    PHILLIPS 66 2.15% 12-15-2030 74,776 72,258
    PVTPL CONTINENTAL RESOURCES 2.268% 11-15-2026 50,000 49,625
    PVTPL HYUNDAI CAP AMER 1.0% 09-17-2024 74,865 73,720
    PVTPL HYUNDAI CAP AMER 1.3% 01-08-2026 24,968 24,297
    PVTPL VISTRA OPERATIONS CO LLC 3.55% DUE 07-15-2024 81,512 77,248
    RAYTHEON TECHNOLOGIES CORP NT 1.9% 09-01-2031 49,579 48,303
    SABINE PASS FIXED 4.2% DUE 03-15-2028 56,272 54,807
    SALESFORCE.COM INC 2.7% DUE 07-15-2041 BEO 49,724 50,084
    SEMPRA 4% DUE 02-01-2048 49,635 55,810
    SYNCHRONY FINANCIAL 2.875% 10-28-2031 74,774 74,931
    SYNCHRONY FINL 3.7% DUE 08-04-2026 66,903 79,690
    SYSCO CORP 2.4% DUE 02-15-2030 74,977 75,294
    T-MOBILE USA INC 3.875% 04-15-2030 53,153 54,756
    T-MOBILE USA INC 4.5% DUE 04-15-2050 BEO 24,894 29,361
    TAPESTRY INC FIXED 3.05% DUE 03-15-2032 74,779 75,529
    U S BANCORP 2.491% 11-03-2036 100,000 99,734
    UNIVERSAL HEALTH SVCS INC SR SECD NT 144A 1.65% 09-01-2026 49,938 49,104
    VALERO ENERGY CORP FIXED 2.15% DUE 09-15-2027 25,413 24,922
    VERIZON COMMUNICATIONS INC 2.987% 10-30-2056 USD 69,208 71,303
    WASTE MANAGEMENT INC 2.95% DUE 06-01-2041 BEO 74,616 78,440
    WELLS FARGO & CO FIXED 2.572% DUE 02-11-2031 75,000 76,642
    WESTERN UN CO 2.85% DUE 01-10-2025 79,538 77,647
    WILLIAMS COMPANIES INC 2.6% 03-15-2031 74,723 74,574
    CMO J P MORGAN CHASE COML MTG SECS TR 2006-L CL A-MS 5.337 DUE 05-15-2047 112,844 111,639
    MBRT 2019-MBR FLTG RT 1.206% DUE 11-15-2036 348,354 349,576
    PVTPL CMO BB-UBS TR 2012-TFT COML MTG CLA 144A 2.8922 06-05-2030 73,088 77,371
    PVTPL CMO COLONY MTG CAP LTD SR 19-IKPR CL A FLTG 11-15-2038 296,923 299,817
    PVTPL CMO J P MORGAN CHASE COML MTG SECS TR 2014-DSTY CL A 3.4289% 06-10-202 64,831 63,250
    PVTPL STARWOOD RETAIL PPTY SER 2014-STAR CL A FLTG RT 11-15-2027 BEO 55,396 53,402
    PVTPL CMO VERUS SECURITIZATION SER 19-3 CLS A1 VAR RT 07-25-2059 24,300 24,383
    PVTPL GLENCORE FUNDING LLC 2.626% 09-23-2031 74,830 72,976
    RIO TINTO FIN USA LTD 2.75% 11-02-2051 74,182 74,661
    NUTRIEN LTD FIXED 3.95% DUE 05-13-2050 57,017 58,087
    TENCENT HLDGS LTD 3.595% DUE 01-19-2028 74,215 79,648
    PVTPL EDF S A 4.5% 09-21-2028 50,779 56,570
    PVTPL SOCIETE GENERALE MEDIUM TERM NTS BOOK EN 1.488% DUE 12-14-2026 123,615 121,804
    WEA FIN LLC 2.875% DUE 01-15-2027 75,638 77,229
    DEUTSCHE BK AG N Y BRANCH LIAB SR NT FXD/ FLTG 1.447% 04-01-2025 75,051 74,548
    DEUTSCHE BK AG N Y FLTG RT 2.129% DUE 11-24-2026 50,000 49,942
    PVTPL INTESA SANPAOLO S.P.A. INTESA SANPAOLO S.P.A. 4% DUE 09-23-2029 104,678 107,342
    MIZUHO FINL GROUP INC SUB NT 2.564% 09-13-2031 73,456 73,184
    SUMITOMO MITSUI FINANCIAL GROUP INC SUB NT 2.142% 09-23-2030 49,344 48,096
    PVTPL DNB BK ASA MED TERM NTS BOOK ENTRY 1.605% 03-30-2028 100,000 97,642
    PVTPL CREDIT SUISSE GROUP AG VAR DUE 06-12-2024 BEO 75,314 78,042
    PVTPL TSMC GLOBAL LTD 1% DUE 09-28-2027/09-28-2020 BEO 99,603 94,463
    BARCLAYS PLC 2.279% DUE 11-24-2027 100,000 100,231
    BP CAP MKTS P L C 4.375% DUE 12-29-2049 50,000 52,125
    HSBC HLDGS PLC FLTG RT 1.645% DUE 04-18-2026 50,550 49,606
    PVTPL STANDARD CHARTERED PLC 3.265% DUE 02-18-2036/11-18-2030 BEO 49,404 49,388
    PVTPL STANDARD CHARTERED PLC SUB NT 144A5.7% DUE 03-26-2044 BEO 65,271 64,074
    VODAFONE GROUP PLC 4.25% DUE 09-17-2050 REG 55,215 57,915

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Name of Stock End of Year Book Value End of Year Fair Market Value
    2SEVENTY BIO INC COM 3,770 1,948
    AAR CORP COM 5,644 12,841
    ACADEMY SPORTS & OUTDOORS INC COM 4,645 4,653
    ACADIA HEALTHCARE CO INC COM 8,552 15,175
    ACADIA RLTY TR COM 9,556 15,849
    ADIENT PLC ADIENT PLC LTD COM 6,594 12,018
    AGIOS PHARMACEUTICALS INC COM 10,119 5,884
    ALERUS FINL CORP COM 1,518 2,020
    ALKERMES PLC SHS 5,664 5,955
    ALLEGHENY TECHNOLOGIES INC COM 5,362 5,464
    ALLEGIANT TRAVEL CO COM 6,180 9,539
    ALLETE INC COM NEW 19,133 19,441
    ALLOGENE THERAPEUTICS INC COM 4,456 2,775
    ALLSCRIPTS HEALTHCARE SOLUTIONS INC 8,408 13,561
    AMALGAMATED FINL CORP COM 2,158 2,381
    AMC ENTMT HLDGS INC CL A COM CL A COM 9,022 8,758
    AMERIS BANCORP COM 7,468 15,053
    AMERISAFE INC COM 3,350 4,845
    AMN HEALTHCARE SVCS INC COM 3,760 12,111
    AMYRIS INC COM NEW COM NEW 2,162 801
    ANTERO RES CORP COM 10,684 13,703
    AON PLC 8,394 39,974
    ARCBEST CORP COM USD0.01 4,097 17,738
    ARCONIC CORPORATION COM USD0.01 1,857 4,357
    ARCOSA INC COM 14,402 12,859
    ARENA PHARMACEUTICALS INC COM NEW COM NEW 9,067 13,105
    ARRAY TECHNOLOGIES INC COM 3,956 2,761
    ASGN INCORPORATED COMN STK USD0.01 5,411 19,867
    ASSOCTD BANC-CORP COM 10,912 10,708
    ASTEC INDS INC COM 10,681 15,239
    ATLANTIC UN BANKSHARES CORP COM 14,228 16,370
    ATLAS AIR WORLDWIDE HLDGS INC COM NEW STK 3,495 3,859
    AUTOLIV INC COM STK 70,081 86,141
    AVANOS MED INC COM 14,068 13,556
    AVIENT CORPORATION 14,559 37,375
    AVIS BUDGET GROUP INC COM STK 6,156 14,309
    B & G FOODS INC COMMON STOCK 5,413 5,408
    BANNER CORP COM NEW COM NEW 9,725 19,475
    BEACON ROOFING SUPPLY INC COM 6,388 14,911
    BELLRING BRANDS INC CL A COM 3,076 3,395
    BERKLEY W R CORP COM 7,281 20,268
    BERKSHIRE HILLS BANCORP INC COM 3,889 3,980
    BIOGENEX LAB COM 1 0
    BJS WHSL CLUB HLDGS INC COM 10,437 11,519
    BLUEBIRD BIO INC COM 3,409 2,507
    BLUEPRINT MEDICINES CORP COM 3,253 3,856
    BOTTOMLINE TECHNOLOGIES DE INC COM 8,433 10,278
    BOYD GAMING CORP COM 2,177 7,278
    BRADY CORP CL A CL A 6,323 7,169
    BRIGHAM MINERALS INC CL A CL A 7,487 9,954
    BROOKLINE BANCORP INC DEL COM BROOKLINE BANCORP INC + 7,147 11,252
    BRP GROUP INC CL A CL A 1,683 4,586
    CACTUS INC CL A CL A 4,843 8,656
    CADENCE BK COM 8,597 17,338
    CALLAWAY GOLF CO COM 11,482 14,351
    CAPRI HOLDINGS LTD COM NPV 5,468 9,152
    CENTENNIAL RESOURCE DEVELOPMENT INC COM USD0.01 10,252 11,834
    CENTURY CMNTYS INC COM 15,885 20,448
    CERENCE INC COM 7,900 6,591
    CHAMPIONX CORPORATION COM USD0.01 WI 14,066 19,604
    CHART INDS INC COM PAR $0.01 COM PAR $0.01 4,261 14,514
    CHES UTILS CORP COM 8,059 15,310
    CITI TRENDS INC COM ORD USD1 9,957 11,086
    CNO FINL GROUP INC COM 14,658 16,998
    COEUR MNG INC COM NEW COM NEW 5,728 3,634
    COHU INC COM 6,261 13,103
    COLFAX CORP COM US .01 10,071 17,607
    COLUMBIA BKG SYS INC COM 8,628 10,241
    COLUMBUS MCKINNON CORP N Y COM 12,601 16,098
    COMMERCIAL METALS CO COM 4,646 9,762
    COMMUNITY BK SYS INC COM 4,330 14,002
    CONMED CORP COM 8,019 18,854
    CONNECTONE BANCORP INC NEW COM 7,499 14,262
    CROCS INC COM 2,547 12,053
    CTS CORP COM 3,546 8,886
    CVB FINL CORP COM 12,899 17,856
    CYTOKINETICS INC COMMON STOCK 1,792 2,872
    DECKERS OUTDOOR CORP COM 3,620 3,663
    DELUXE CORP COM STK USD1 16,780 12,009
    DILLARDS INC CL A COM 1,705 1,470
    DUCOMMUN INC DEL COM 4,253 5,098
    DYCOM INDS INC COM 12,919 14,908
    EASTERN BANKSHARES INC COM 15,045 15,228
    ENPRO INDS INC COM 13,259 14,419
    ENTRAVISION COMMUNICATIONS CORP CL A CL A 4,597 4,970
    ESCO TECHNOLOGIES INC 10,693 11,249
    FARO TECHNOLOGIES INC COM 7,966 10,573
    FB FINL CORP COM 8,966 12,664
    FEDERAL SIGNAL CORP COM 5,061 16,599
    FIRST ADVANTAGE CORP NEW COM 12,031 11,272
    FIRST FINL BANKSHARES INC COM 1,561 10,778
    FIRST MERCHANTS CORP COM 9,478 16,211
    FIRST OF LONG ISLAND CORP COM STK USD0.10 800 1,619
    FIRSTCASH HLDGS INC COM 6,681 7,556
    FULLER H B CO COM 6,494 9,963
    GERMAN AMERICAN BANCORP INC COM 5,725 7,445
    GLACIER BANCORP INC NEW COM 3,293 14,459
    GOODYEAR TIRE & RUBBER CO COM 18,749 21,512
    GRAY T.V INC COM CL B 10,845 9,334
    GREEN DOT CORP COM STK 11,328 8,734
    GRIFFON CORP COM 4,469 5,810
    GROUP 1 AUTOMOTIVE INC COM 11,450 15,032
    HANCOCK WHITNEY CORP 21,637 22,559
    HEALTHCARE RLTY TR 25,079 27,938
    HERITAGE FINL CORP WASH COM 3,576 7,283
    HIGHWOODS PPTYS INC COM 14,309 16,231
    HILLENBRAND INC COM STK 8,016 8,266
    HOLLYFRONTIER CORP COM 7,936 7,277
    HOME BANCSHARES INC COM 4,981 14,902
    HOSTESS BRANDS INC CL A CL A 12,863 18,582
    HOULIHAN LOKEY INC CL A CL A 2,941 6,418
    HUDSON PACIFIC PROPERTIES INC COM 14,110 21,547
    ICF INTL INC COM STK 10,899 12,921
    IDACORP INC COM 18,042 22,209
    IHEARTMEDIA INC CL A NEW CL A NEW 7,168 8,164
    INDEPENDENT BK CORP MASS COM COM STK USD0.01 7,178 16,632
    INOVIO PHARMACEUTICALS INC COM NEW COM NEW 3,351 1,821
    INSTALLED BLDG PRODS INC COM 11,149 12,575
    INTERDIGITAL INC COM 5,550 7,163
    INVITAE CORP COM 7,528 3,451
    IRIDIUM COMMUNICATIONS INC COM STK 14,249 14,575
    IRONWOOD PHARMACEUTICALS INC COM CL A 6,835 6,646
    KBR INC COM 10,595 26,667
    KENNAMETAL INC CAP 14,738 17,057
    KENNEDY-WILSON HLDGS INC COM 4,295 13,683
    KNOWLES CORP COM 8,929 12,095
    KRATON CORPORATION 1,419 2,640
    LAKELAND FINL CORP COM STK 2,943 18,993
    LIBERTY OILFIELD SVCS INC CL A COM CL A COM 2,925 2,677
    LIVANOVA PLC ORD GBP1.00 (DI) 6,403 10,142
    LIVERAMP HOLDINGS INC 14,626 15,488
    MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC COM STK 13,549 18,635
    MACYS INC COM STK 12,597 17,436
    MAGNOLIA OIL & GAS CORP CL A CL A 9,157 13,077
    MANTECH INTL CORP CL A CL A 7,446 7,585
    MERIT MED SYS INC COM 10,715 13,706
    MERITAGE HOMES CORP COM 6,654 20,140
    MERSANA THERAPEUTICS INC COM 2,180 1,151
    MGE ENERGY INC COM . 14,857 19,082
    MGIC INVT CORP WIS COM 11,560 15,992
    MLP NEXTERA ENERGY PARTNERS LP COM UNIT LTD PARTNERSHIP INT 8,918 10,128
    MYRIAD GENETICS INC COM 9,581 8,584
    NATIONAL HEALTH INVS INC COM 8,804 7,931
    NEXSTAR MEDIA GROUP INC CL A CL A 3,557 10,871
    NEXTIER OILFIELD SOLUTIONS INC 3,481 2,801
    NMI HLDGS INC CL A CL A 7,209 8,871
    NUVASIVE INC COM 13,246 12,123
    NXP SEMICONDUCTORS N V COM STK 36,676 95,212
    OASIS PETE INC NEW COM USD0.01 8,458 8,315
    OCEANFIRST FINL CORP COM 10,974 13,165
    ONE GAS INC COM 23,063 22,811
    ONTO INNOVATION INC 7,080 23,080
    OPORTUN FINL CORP COM 1,621 2,086
    OPTION CARE HEALTH INC COM NEW COM NEW 7,572 10,267
    ORTHO CLINICAL DIAGNOSTICS HOLDINGS PLC USD0.00001 368 406
    OVINTIV INC COM USD0.01 21,632 21,939
    OWENS & MINOR INC NEW COM 8,298 13,833
    P10 INC COM CL A COM CL A 4,610 5,298
    PAC PREMIER BANCORP COM 9,705 15,251
    PACIFIC BIOSCIENCES OF CALIFORNIA INC COMMON STOCK 9,579 5,974
    PACWEST BANCORP DEL COM 8,431 15,403
    PDC ENERGY INC COM 3,416 6,195
    PERFORMANCE FOOD GROUP CO COM 800 1,331
    PINNACLE FINL PARTNERS INC COM 1,539 11,651
    PJT PARTNERS INC COM CL A COM CL A 4,016 7,113
    PRIMERICA INC COM 3,778 7,357
    PRIMO WATER CORPORATION CANADA COM NPV 21,426 23,219
    RENASANT CORP COM 13,350 16,167
    RENB ENERGY GROUP INC COM STK 8,310 5,432
    RENT A CTR INC NEW COM 3,705 11,001
    RESIDEO TECHNOLOGIES INC COM USD0.001 12,143 19,418
    REVOLUTION MEDICINES INC COM 4,947 4,103
    RLI CORP COM 893 7,062
    RLJ LODGING TR L P COM REIT 27,679 23,207
    RYMAN HOSPITALITY PPTYS INC COM 18,549 21,151
    SABRA HEALTH CARE REIT INC COM 20,899 15,977
    SAIA INC COM STK 2,331 15,166
    SEAWORLD ENTMT INC COM 3,346 11,026
    SELECTIVE INS GROUP INC COM 8,630 15,487
    SEMTECH CORP COM 7,196 7,292
    SIGNET JEWELERS LTD ORD USD0.18 10,385 11,314
    SIMPLY GOOD FOODS CO COM 3,828 10,060
    SITE CENTERS CORP 17,199 18,379
    SJW GROUP COM STK USD1.042 9,184 10,028
    SM ENERGY CO COM 9,733 13,856
    SOUTHSTATE CORP COM 5,368 14,580
    SOVOS BRANDS INC COM 2,926 2,965
    STAG INDL INC COM 17,714 26,618
    STIFEL FINL CORP COM 2,948 8,943
    SUMMIT MATLS INC CL A CL A 5,926 14,531
    TEGNA INC COM 7,577 6,496
    TELEPHONE & DATA SYS INC COM STK 14,872 12,997
    TENET HEALTHCARE CORP COM NEW . 5,953 26,468
    TEREX CORP NEW COM 11,267 10,284
    TERRENO RLTY CORP 23,893 34,116
    TOWNEBANK PORTSMOUTH VA COM 9,788 10,488
    TRAVEL + LEISURE CO COM USD0.01 6,820 8,788
    TRICO BANCSHARES COM STK 4,871 11,814
    TRONOX HOLDINGS PLC ORD USD0.01 8,468 12,832
    TTM TECHNOLOGIES INC COM 9,506 10,907
    TUPPERWARE BRANDS CORPORATION 3,342 1,453
    TURNING PT THERAPEUTICS INC COM 6,791 4,913
    UNITED CMNTY BK BLAIRSVILLE GA COM 13,777 19,444
    UNITED NAT FOODS INC COM 7,844 10,061
    UTZ BRANDS INC COM USD0.0001 CL A 5,364 6,284
    VIAVI SOLUTIONS INC COM NPV 6,943 18,466
    VOCERA COMMUNICATIONS INC 1,808 1,880
    WALKER & DUNLOP INC COM . 7,633 22,179
    WASH FED INC COM 19,867 20,629
    WESCO INTL INC COM 19,427 28,160
    WILEY JOHN & SONS INC CL A 17,961 17,639
    ZURN WTR SOLUTIONS CORP USD0.01 4,984 16,635
    PVTPL BIOGENEX LABOROATORIES SER D CONV PFD STK 4,999,999 0
    MFC ISHARES TR RUSSELL 2000 VALUE ETF 51,252 88,837
    Intact Medical 123,494 123,494
    NeuroPace, Inc 23,845 23,845
    BAWAG GROUP AG COMMON STOCK 39,622 61,944
    AZELIS GROUP NV NPV 20,171 18,015
    SOFTCHOICE CORP COM NPV 27,492 27,601
    SHENZHOU INTERNATI HKD0.10 39,346 34,609
    AIR LIQUIDE(L') EUR5.50 12,129 26,676
    ARKEMA SA EUR10 13,433 29,436
    BUREAU VERITAS EUR0.12 30,661 30,927
    EXCLUSIVE NETWORKS EUR0.08 31,858 29,809
    KERING 63,683 72,350
    PERNOD RICARD NPV EUR 1.55 27,104 66,142
    SCHNEIDER ELECTRIC EUR4.00 30,118 68,054
    TELEPERFORMANCE SOCIETE EUROPEENNE 18,968 40,120
    ADIDAS AG 55,372 60,179
    BRENNTAG SE NPV 20,032 57,014
    DEUTSCHE BOERSE AG NPV(REGD) 11,843 25,260
    GERRESHEIMER AG NPV (BR) 20,067 45,463
    HELLOFRESH SE NPV 18,657 18,664
    SAP SE 6,712 7,528
    SCOUT24 SE NPV 32,921 47,915
    STABILUS S.A. EUR0.01 36,321 34,354
    QIAGEN NV EUR0.01 50,612 58,470
    SAP SE-SPONSORED ADR 31,468 62,209
    AIA GROUP LTD NPV 26,095 32,261
    TECHTRONIC INDUSTR NPV 20,255 105,506
    INFOSYS LIMITED ADR 10,348 30,499
    KERRY GROUP 'AORD EUR0.125 (CDI) 43,341 55,207
    SMURFIT KAPPA GROUP PLC ORD EUR0.001 29,580 33,162
    CRH PLC EQUITY 55,086 88,955
    SMURFIT KAPPA GRP ORD EUR0.001 (CDI) 23,932 40,883
    NEXI SPA NPV 19,576 31,485
    FUJITSU NPV 46,890 51,400
    NITORI HOLDINGS NPV 35,936 29,916
    OTSUKA CORP NPV 47,930 47,675
    SANWA HOLDINGS NPV 30,440 33,031
    SCSK CORP NPV 43,828 49,694
    SONY GROUP CORPORA NPV 62,152 75,420
    SUBARU CORPORATION NPV 28,086 26,794
    TECHNOPRO HLDGS IN NPV 38,115 57,583
    TERUMO CORP NPV 38,271 50,645
    TOKIO MARINE HOLDINGS INC NPV 31,845 38,855
    TOYOTA MOTOR CORP NPV 17,539 41,139
    ASML HOLDING NV EUR0.09 2,305 28,128
    HEINEKEN NV EUR1.60 64,779 78,359
    KONINKLIJKE DSM NV EUR1.50 26,776 34,225
    KONINKLIJKE PHILIP EUR0.20 66,926 61,256
    AERCAP HOLDINGS N.V. EUR0.01 29,756 50,308
    CONSTELLIUM SE (FRANCE) EUR0.02 CLASS A 8,025 12,125
    ELOPAK ASA NOK1.40 33,208 31,756
    SBANKEN ASA 16,057 34,788
    DBS GROUP HLDGS NPV 35,995 46,780
    ASSA ABLOY SER'B'NPV (POST SPLIT) 39,226 64,368
    NORDEA BANK ABP NPV 40,230 51,699
    JULIUS BAER GRUPPE CHF0.02 (REGD) 27,451 39,952
    LONZA GROUP AG CHF1 (REGD) 14,755 48,480
    NOVARTIS AG CHF0.50 (REGD) 47,989 54,363
    ROCHE HLDGS AG GENUSSCHEINE NPV 39,054 91,119
    SIG COMBIBLOC GROU CHF0.01 9,992 28,641
    SONOVA HOLDING AG COMMON STOCK 15,659 43,196
    UBS GROUP AG CHF0.10 (REGD) 39,691 53,162
    UNILEVER PLC ORD GBP 0.031111 56,692 58,862
    BUNZL PLC ORD GBP0.32142857 35,042 97,299
    COMPASS GROUP ORD GBP0.1105 29,941 31,195
    DCC ORD EUR0.25 (CDI) 36,961 64,736
    DIAGEO ORD PLC 52,098 68,496
    ELECTROCOMPONENTS ORD GBP0.10 12,804 30,382
    FERGUSON PLC ORD GBP0.10 30,133 80,053
    FEVERTREE DRINKS ORD GBP0.0025 23,343 37,041
    IBSTOCK PLC ORD GBP0.01 25,137 28,929
    LLOYDS BANKING GP ORD GBP0.1 29,500 28,227
    LONDON STOCK EXCHANGE GROUP ORD GBP0.06918604 58,929 72,838
    PETERSHILL PARTNER ORD USD0.01 36,239 28,855
    PRUDENTIAL GBP0.05 53,826 52,167
    RELX PLC 25,713 77,301
    SAVILLS ORD GBP0.025 14,655 21,664
    SMITH & NEPHEW ORD USD0.20 39,268 36,809
    ST JAMES'S PLACE ORD GBP0.15 26,788 48,569
    TRAVIS PERKINS ORD GBP0.11205105 19,265 19,034
    WEIR GROUP ORD GBP0.125 30,072 40,359
    NOMAD FOODS LIMITED COMMON STOCK 5,205 5,256

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    US Government Securities - End of Year Book Value:

    4,913,706
    US Government Securities - End of Year Fair Market Value:

    4,961,185
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CF WESTN AST US CORE PLUS LLC FMV 3,870,700 9,374,532
    MFO STONE HBR INVT FDS EMERGING MKTS DEBT FD INSTL CL FMV 2,012,657 1,975,193
    MFO STONE HARBOR LOCAL MARKET FD FMV 1,003,583 970,772
    MFO STONE HBR INVT FDS HIGH YIELD BD FD INSTL CL FMV 1,832,715 1,872,762
    ARBORETUM VENTURES I-A, LLC FMV 155,713 319,835
    ARBORETUM VENTURES I, LLC FMV 522,316 410,492
    BIOVENTURE INVESTORS, LIMITED II FMV 2,471,515 645,749
    FORWARD VENTURES V, LP FMV 2,510,184 462,397
    HATTERAS VENTURE PARTNERS III, LP. FMV 2,661,792 1,301,227
    HATTERAS VENTURE PARTNERS IV, LP. FMV 1,973,844 2,053,915
    INTERWEST PARTNERS VIII, LP FMV 8,305,621 817,833
    MEMPHIS BIOMED II, LP FMV 878,850 175,578
    THOMAS, McNERNEY, LP (FORMERLY LUMINA VENTURES) FMV 3,871,045 171,154
    TRIATHLON MEDICAL VENTURES FUND, LP FMV 1,258,370 0
    TULLIS - DICKERSON FOCUS III, LP FMV 2,873,214 2,087,511

    TY 2021 LegalFeesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 61,025 0   61,025


    TY 2021 OtherAssetsSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    RECEIVABLE FROM INVESTMENT BROKERS 65,388 2,352 2,352
    INTEREST FROM DIVIDENDS RECEIVABLE 112,768 86,327 86,327
    CASH MARGIN ON FINANCIAL FUTURES 202,333 223,119 112,240
    RxMP THERAPEUTICS, INC. -PRI (EQUITY) 858,759 858,759 858,759
    DEERRED TAX ASSET   29,402  


    TY 2021 OtherExpensesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND MEMBERSHIP FEES 45,230 0   45,230
    FIDUCIARY INSURANCE 153 13   140
    LICENSES AND FEES 1,163 101   1,062
    POSTAGE AND DELIVERY 3,925 341   3,584
    SUPPLIES 2,780 242   2,538
    BANK FEES 1,814 0   1,814
    MISCELLANEOUS 128 0   128
    COMPUTER HARDWARE 449 0   449
    COMPUTER SOFTWARE 92,107 50,531   41,576
    INVESTMENT EXPENSES 4,305 4,305   0
    MEALS AND ENTERTAINMENT 600 0   600
    LIABILITY INSURANCE 6,352 554   5,798


    TY 2021 OtherIncomeSchedule2
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 4,931 4,931 4,931
    A.M. PAPPAS, LP K-1 0 -2,033 0
    ARBORETUM VENTURES 1 K-1 0 -1,008 0
    ARBORETUM VENTURES 1-A, LLC K-1 0 -851 0
    BIOVENTURES II K-1 0 -6,028 0
    FORWARD VENTURES V K-1 0 -8,287 0
    HATTERAS VENTURE PARTNERS III, LP 0 4,849 0
    HATTERAS VENTURE PARTNERS IV, LP 0 -14,615 0
    INTERWEST VIII, LP K-1 0 -753 0
    MEMPHIS BIOMED VENTURES II, L.P. K-1 0 -84 0
    THOMAS MCERNEY PARTNERS, L.P. K-1 0 -2,174 0
    TULLIS-DICKERSON CAPITAL FOCUS K-1 0 8,844 0
    WESTERN ASSET US CORE PLUS K-1 0 342,807 0
    EXCISE TAX 10,735 0 10,735


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Description Beginning of Year - Book Value End of Year - Book Value
    PAYABLE TO INVESTMENT BROKERS 3,358,381 2,581,350
    DEFERRED FEDERAL EXCISE TAX 56,061 0
    CURRENT FEDERAL EXCISE TAXES 0 16,921


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    COMPUTER 121,209 90,175   31,034
    GRANT PROGRAM 466,634 0   466,634
    PUBLIC RELATIONS 3,159 0   3,159
    INVESTMENT MANAGEMENT 177,221 177,221   0
    INVESTMENT CUSTODIAL 108,433 108,433   0


    TY 2021 TaxesSchedule
    Name:
    Wallace H Coulter Foundation
    EIN:
    31-1546126
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 10,786 10,786   0