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
RALPH L & WINIFRED E POLK FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)260 E BROWN STREET 280
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, MI48009
A Employer identification number

38-6080075
B Telephone number (see instructions)

(248) 385-5285
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$18,048,160J 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      
4 Dividends and interest from securities... 501,657 501,657  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,193,546
b Gross sales price for all assets on line 6a 5,069,696
7 Capital gain net income (from Part IV, line 2)... 1,193,546
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).......      
12 Total. Add lines 1 through 11........ 1,695,203 1,695,203  
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 1,578 0   1,578
b Accounting fees (attach schedule)....... Click to see attachment 2,895 1,448   1,447
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,352 18,352   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 239,858 232,213   7,645
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 262,683 252,013   10,670
25 Contributions, gifts, grants paid....... 890,500 890,500
26 Total expenses and disbursements. Add lines 24 and 25 1,153,183 252,013   901,170
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 542,020
b Net investment income (if negative, enter -0-) 1,443,190
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............. 30,913 91,597 91,597
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet67,400
Less: allowance for doubtful accounts bullet   82,641 67,400 67,400
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) 736,786 Click to see attachment667,464 654,247
b Investments—corporate stock (attach schedule)....... 5,785,702 Click to see attachment5,182,416 7,700,319
c Investments—corporate bonds (attach schedule)....... 810,555 Click to see attachment996,240 994,124
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,723,420 Click to see attachment7,157,269 8,540,473
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) 14,170,017 14,162,386 18,048,160
Liabilities 17 Accounts payable and accrued expenses..........   1,400
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 1,400
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........... 14,170,017 14,160,986
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)..... 14,170,017 14,160,986
30 Total liabilities and net assets/fund balances (see instructions). 14,170,017 14,162,386
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
14,170,017
2
Enter amount from Part I, line 27a .....................
2
542,020
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,712,037
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
551,051
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,160,986
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 FROM K-1'S P    
c CAPITAL GAINS DIVIDENDS P    
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 4,905,387   3,876,150 1,029,237
b 128,390     128,390
c 35,919     35,919
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       1,029,237
b       128,390
c       35,919
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 1,193,546
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 20,060
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 20,060
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 19,371
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 39,371
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 19,311
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet19,311 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)
    bulletMI
    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 ofbulletHIGHGATE LLC Telephone no.bullet (248) 385-5280

    Located atbullet260 E BROWN STREET STE 280BIRMINGHAMMI ZIP+4bullet48009
    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)
    Yes
     
    (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
     
    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)
     
    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
    STEPHEN R POLK PRESIDENT/TREASURER/TRUSTE
    1.00     		0 0 0
    260 E BROWN STREET STE 340
    BIRMINGHAM,MI48009
    KATHY POLK OSBORNE TRUSTEE
    0.50     		0 0 0
    260 E BROWN STREET STE 340
    BIRMINGHAM,MI48009
    JULIE A POLK TRUSTEE
    0.50     		0 0 0
    260 E BROWN STREET STE 340
    BIRMINGHAM,MI48009
    SUSAN P SCYPHERS TRUSTEE
    0.50     		0 0 0
    260 E BROWN STREET STE 340
    BIRMINGHAM,MI48009
    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
    18,268,226
    b
    Average of monthly cash balances.......................
    1b
    29,516
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,297,742
    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
    18,297,742
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    274,466
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    18,023,276
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    901,164
    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
    901,164
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    20,060
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,060
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    881,104
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    881,104
    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
    881,104
    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 7 881,104
    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...... 435,307
    e From 2020...... 55,762
    f Total of lines 3a through e ........ 491,069
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 901,170
    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..... 881,104
    e Remaining amount distributed out of corpus 20,066
    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 5 511,135
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		511,135
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 435,307
    d Excess from 2020.... 55,762
    e Excess from 2021.... 20,066
    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).)
    STEPHEN R POLK
    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
    AUTOMOTIVE HALL OF FAME
    21400 OAKWOOD
    DEARBORN,MI48124     		  PC GENERAL FUND 10,000
    BEAUMONT HEALTH FOUNDATION
    26901 BEAUMONT BLVD
    SOUTHFIELD,MI48033     		  PC CENTER FOR HUMAN DEVELOPMENT 25,000
    BIRMINGHAM BLOOMFIELD ART CENTER
    1516 S CRANBROOK RD
    BIRMINGHAM,MI48009     		  PC PROMOTION OF THE ARTS 10,000
    BUILDING BEDS 4 KIDS
    14241 W ELEVEN MILE RD
    OAK PARK,MI48237     		  PC SERVICES FOR THE UNDERPRIVILEGED 5,000
    CHARLES HWRIGHT MUSEUM-AFRICAN AMERHIST
    315 E WARREN AVE
    DETROIT,MI48201     		  PC PROMOTION OF THE ARTS 10,000
    CHERRYLAND HUMANE SOCIETY
    1750 AHLBERG RD
    TRAVERSE CITY,MI49696     		  PC ANIMAL CARE AND SUPPORT 10,000
    COLLEGE FOR CREATIVE STUDIES
    201 E KIRBY ST
    DETROIT,MI48202     		  PC HIGHER EDUCATION 10,000
    COMMUNITY HOUSE FOUNDATION
    380 S BATES ST
    BIRMINGHAM,MI48009     		  PC COMMUNITY SERVICES 10,000
    CORNERSTONE EDUCATION GROUP
    306 E 4TH ST
    ROYAL OAK,MI48067     		  PC EDUCATION 10,000
    COTS
    2211 E JEFFERSON SUITE 400
    DETROIT,MI48207     		  PC SERVICES FOR THE UNDERPRIVILEGED 10,000
    CRANBROOK EDUCATIONAL COMMUNITY
    39221 WOODWARD AVENUE PO BOX 810
    BLOOMFIELD HILLS,MI48303     		  PC GENERAL FUND 15,000
    DETROIT INSTITUTE FOR CHILDREN
    2075 E WEST MAPLE RD B-203
    COMMERCE CHARTER TWP,MI48390     		  PC YOUTH SERVICES 50,000
    DETROIT PAL
    1680 MICHIGAN AVE
    DETROIT,MI48216     		  PC GENERAL FUND 10,000
    DETROIT PUBLIC TELEVISION
    1 CLOVER COURT
    WIXOM,MI48393     		  PC PUBLIC TELEVISION 15,000
    DETROIT REGIONAL CHAMBER FOUNDATION
    ONE WOODWARD AVE STE 1700
    DETROIT,MI48226     		  PC REGIONAL ECONOMIC DEVELOPMENT 10,000
    DETROIT RIVERFRONT CONSERVENCY
    600 RENAISSANCE CENTER 1720
    DETROIT,MI48243     		  PC NATURE CONSERVATION AND PROMOTION 15,000
    DETROIT ZOOLOGICAL SOCIETY
    8450 W 10 MILE RD SUITE 1
    ROYAL OAK,MI48067     		  PC ZOOLOGICAL SERVICES 15,000
    FATHER FRED FOUNDATION
    826 HASTINGS ST
    TRAVERSE CITY,MI49686     		  PC GENERAL WELFARE SERVICES 15,000
    FORGOTTEN HARVEST
    21800 GREENFIELD RD
    OAK PARK,MI48237     		  PC SERVICES FOR THE UNDERPRIVILEGED 20,000
    FRIENDS OF PENINSULA COMMUNITY LIBRARY
    2893 ISLAND VIEW ROAD
    TRAVERSE CITY,MI49686     		  PC EDUCATION SERVICES 3,000
    GLEANERS COMMUNITY FOOD BANK
    2131 BEAUFAIT ST
    DETROIT,MI48207     		  PC SERVICES FOR THE UNDERPRIVILEGED 20,000
    GRAND TRAVERSE REGIONAL LAND CONSERVANCY
    3860 N LONG LAKE RD D
    TRAVERSE CITY,MI49684     		  PC NATURE CONSERVATION AND PROMOTION 150,000
    GREAT LAKES CHILDREN'S MUSEUM
    13240 S W BAY SHORE DR
    TRAVERSE CITY,MI49684     		  PC HISTORICAL PRESERVATION 10,000
    GREENING OF DETROIT
    13000 W MCNICHOLS RD
    DETROIT,MI48235     		  PC NATURE CONSERVATION AND PROMOTION 10,000
    INTERLOCHEN CENTER
    4000 M-137
    INTERLOCHEN,MI49643     		  PC PROMOTION OF THE ARTS 10,000
    INTERNATIONAL WILDLIFE REFUGE ALLIANCE
    5437 W JEFFERSON AVENUE
    TRENTON,MI48183     		  PC NATURE CONSERVATION AND PROMOTION 5,000
    JUDSON CENTER
    30301 NORTHWESTERN HIGHWAY SUITE
    100
    FARMINGTON HILLS,MI48334     		  PC YOUTH SERVICES 15,000
    LEADER DOGS FOR THE BLIND
    1039 S ROCHESTER RD
    ROCHESTER HILLS,MI48307     		  PC ASSISTANCE FOR PHYSICALLY HANDICAPPED 10,000
    LIGHTHOUSE OF OAKLAND COUNTY
    46156 WOODWARD AVE
    PONTIAC,MI48342     		  PC SERVICES FOR THE UNDERPRIVILEGED 10,000
    MICHIGAN THANKSGIVING PARADE FOUNDATION
    9500 MT ELLIOTT STUDIO A
    DETROIT,MI48211     		  PC PROMOTION OF THE ARTS 2,500
    MICHIGAN HUMANE SOCIETY
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI48025     		  PC ANIMAL CARE AND SUPPORT 50,000
    MICHIGAN OPERA THEATRE
    1526 BROADWAY ST
    DETROIT,MI48226     		  PC PROMOTION OF THE ARTS 10,000
    MICHIGAN SCIENCE CENTER
    5020 JOHN R ST
    DETROIT,MI48202     		  PC EDUCATION SERVICES 15,000
    MIDNIGHT GOLF PROGRAM
    30100 TELEGRAPH RD SUITE 404
    BINGHAM FARMS,MI48025     		  PC YOUTH SERVICES 20,000
    OAKLAND FAMILY SERVICES
    114 ORCHARD LAKE RD
    PONTIAC,MI48341     		  PC COMMUNITY SERVICES 10,000
    OAKLAND UNIVERSITY
    318 MEADOW BROOK RD
    ROCHESTER,MI48309     		  PC HIGHER EDUCATION 5,000
    PEWABIC POTTERY
    10125 E JEFFERSON AVE
    DETROIT,MI48214     		  PC PROMOTION OF THE ARTS 5,000
    RACQUET UP DETROIT
    18100 MEYERS RD
    DETROIT,MI48235     		  PC PHYSICAL EDUCATION SERVICES 100,000
    REACH OUT & READ
    89 SOUTH ST SUITE 201
    BOSTON,MA02111     		  PC NATURE CONSERVATION AND PROMOTION 15,000
    ROSE HILL
    5130 ROSE HILL BLVD
    HOLLY,MI48442     		  PC MENTAL HEALTH SERVICES 10,000
    SAY DETROIT
    29836 TELEGRAPH ROAD
    SOUTHFIELD,MI48034     		  PC COMMUNITY SERVICES 25,000
    SEVEN PONDS RESERVE FUND
    3854 CRAWFORD RD
    DRYDEN,MI48428     		  PC NATURE CONSERVATION AND PROMOTION 5,000
    SOCIETY OF ST VINCENT DEPAUL
    3000 GRATIOT AVE
    DETROIT,MI48207     		  PC SERVICES FOR THE UNDERPRIVILEGED 10,000
    SPECIAL OLYMPICS - MICHIGAN
    1120 S MISSION STREET
    MT PLEASANT,MI48858     		  PC SPECIAL NEEDS SERVICES 10,000
    SPHINX ORGANIZATION
    400 RENAISSANCE CENTER
    DETROIT,MI48243     		  PC PROMOTION OF THE ARTS 10,000
    TEA
    1401 VERMONT ST
    DETROIT,MI48216     		  PC EDUCATION SERVICES 5,000
    THE NATURE CONSERVANCY
    101 EAST CESAR E CHAVEZ AVENUE
    LANSING,MI48906     		  PC NATURE CONSERVATION AND PROMOTION 25,000
    WDET 1019FM
    4600 CASS AVENUE
    DETROIT,MI48201     		  PC COMMUNITY SERVICES 15,000
    WOMEN OF TOMORROW
    32 GROVE ST PO BOX 73
    SPRING VALLEY,NY10977     		  PC MENTORSHIP SERVICES 10,000
    YMCA OF METROPOLITAN DETROIT
    1401 BROADWAY ST 3A
    DETROIT,MI48226     		  PC COMMUNITY SERVICES 15,000
    Total .................................bullet 3a 890,500
    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 ...........     		         
    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 1,193,546  
    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 1,695,203 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,695,203
    (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:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,895 1,448   1,447

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MORGAN STANLEY BANK N.A. #485 1,999 1,999
    MORGAN STANLEY BANK N.A. #425 25,879 25,879
    CITI GROUP INC 22,601 21,468
    HCA INC 27,938 27,475
    LAZARD GROUP LLC 24,881 26,592
    NETFLIX INC 28,375 28,095
    VERISIGN INC 28,698 28,665
    TRUIST FINANCIAL CORP 31,000 30,914
    PENSKE AUTOMOTIVE GROUP INC 25,656 25,563
    SEAGATE HDD CAYMAN 27,188 27,250
    MERITAGE HOMES CORP 25,444 25,330
    DANA INC 26,563 26,218
    T- MOBILE USA INC 26,875 26,313
    KINDER MORGAN INC 25,607 24,464
    CVS HEALTH CORP 26,926 28,075
    DOLLAR TREE INC 29,455 27,884
    JPMORGAN CHASE & CO FXD TO 062027 VAR THRAFTR 2.1820% 26,339 25,221
    WELLS FARGO & CO FXD TO 062027 VAR THRAFTR 2.3930% 26,218 25,425
    SERVICE CORP INTERNATIONAL/ US 26,938 26,813
    CHENIERE ENERGY PARTNERS LP 19,170 19,080
    QORVO INC 26,781 26,531
    EQUINIX INC 28,125 27,354
    ROPER TECHNOLOGIES INC 29,666 28,872
    CENTRAL GARDEN & PET CO 25,250 25,219
    DTE ELECTRIC CO 26,650 25,754
    DUKE ENERGY CORP 25,611 25,058
    QUANTA SERVICES INC 24,996 24,303
    VERIZON COMMUNICATIONS INC 24,792 26,040
    BANK OF AMERICA CORP FXD TO 042037 VAR THRAFTR 26,233 29,401
    GOLDMAN SACHS GROUP INC/ THE FX D TO 072041 VAR 18,480 18,945
    COMCAST CORP 25,758 28,108
    SYSCO CORP 27,775 27,443
    MORGAN STANLEY BANK N.A. #426 182,373 182,373

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Name of Stock End of Year Book Value End of Year Fair Market Value
    IHS MARKIT LTD 197,280 797,520
    3M COMPANY ( MMM) 13,029 15,276
    AAC TECHNOLOGIES HLDG INC ( AACAY) 15,069 7,644
    ABBOTT LABORATORIES ( ABT) 6,777 16,185
    ABBVIE INC COM ( ABBV) 29,457 59,441
    ACTIVISION BLIZZARD INC ( ATVI) 17,947 22,154
    ACUITY BRANDS INC ( AYI) 4,017 11,856
    ADIDAS AG ( ADDYY) 15,454 21,600
    ADIENT PLC COM ( ADNT) 2,050 5,219
    ADOBE INC ( ADBE) 2,327 17,012
    ADVANCED DRAIN SYS INC ( WMS) 3,723 4,492
    ADVANCED MICRO DEVICES ( AMD) 4,919 10,361
    ADYEN B. V. ( ADYYF) 20,676 73,602
    AEGON NV ADR ( AEG) 9,587 10,824
    AERCAP HOLDINGS N. V. ( AER) 7,549 13,215
    AFFILIATED MGRS GROUP INC ( AMG) 13,303 30,105
    AIR LEASE CORP CL A ( AL) 3,615 5,794
    AIR LIQUIDE ADR ( AIQUY) 23,003 24,548
    ALBEMARLE CORPORATION ( ALB) 8,053 7,247
    ALIBABA GROUP HLDG LTD ( BABA) 22,858 22,333
    ALLIANCE DATA SYSTEMS CORP ( ADS) 3,312 4,726
    ALPHABET INC CL A ( GOOGL) 16,477 84,014
    AMAZON COM INC ( AMZN) 16,508 93,362
    AMBEV S A SPONSORED ADR ( ABEV) 14,125 16,618
    AMERICA MOVIL SA DE CV ADR L ( AMX) 15,098 26,303
    AMERICAN ELEC PWR CO INC ( AEP) 30,962 33,542
    AMERICAN EXPRESS CO ( AXP) 19,270 18,160
    AMERIPRISE FINCL INC ( AMP) 10,322 25,641
    AMGEN INC ( AMGN) 24,707 26,771
    ANGLO AMERN PLC SPONSORED ADR ( NGLOY) 5,441 12,883
    ANHEUSER BUSCH INBEV SA SPON ( BUD) 16,190 18,407
    ANHUI CONCH CEMENT ADR ( AHCHY) 17,731 15,832
    ANTHEM INC COM ( ANTM) 15,724 21,786
    APPLE INC ( AAPL) 16,008 111,159
    APTARGROUP INC ( ATR) 12,697 24,006
    ARAMARK HOLDINGS CORPORATION ( ARMK) 23,903 33,202
    ARROW ELECTRONICS ( ARW) 5,941 11,816
    ASE TECHNOLOGY HLDG CO LTD ADR ( ASK) 30,134 30,069
    ASM PACIFIC ( ASMVY) 15,419 15,111
    ASML HOLDING NV NY REG NEW ( ASML) 25,460 52,545
    ASSURANT INC ( AIZ) 8,665 11,690
    ASTRAZENECA PLC ADR ( AZN) 28,017 47,241
    AT& T INC ( T) 22,515 16,925
    ATLASSIAN CORP PLC CL A ( TEAM) 6,126 18,302
    B& M EUROPEAN VALUE RET SA ADR ( BMRRY) 7,513 22,147
    BANCO DO BRASIL SA SPON ADR ( BDORY) 19,557 17,392
    BANK OF AMERICA CORP ( BAC) 24,053 43,022
    BARCLAYS PLC ADR ( BCS) 5,227 13,434
    BASF SE SP ADR ( BASFY) 10,980 11,412
    BB SEGURIDADE PARTICIPACOES ( BBSEY) 26,040 13,564
    BCE INC ( BCE) 33,815 41,684
    BERKLEY W R CORP ( WRB) 22,942 42,925
    BERRY GLOBAL GROUP INC ( BERY) 5,703 12,616
    BIC SA UNSPON ADR ( BICEY) 18,841 13,952
    BIDVEST GROUP LTD SPONS ADR ( BDVSY) 9,667 11,002
    BIO- TECHNE CORP ( TECH) 2,998 15,520
    BLACK KNIGHT INC ( BKI) 14,199 15,169
    BLACKBAUD INC ( BLKB) 6,048 13,979
    BNP PARIBAS SP ADR REPSTG ( BNPQY) 9,822 23,553
    BOOZ ALLEN HAMILTON HLDG CL- A ( BAH) 13,979 16,534
    BOOZT AB- UNSPONSORED ADR ( BOZTY) 4,259 10,643
    BOSTON SCIENTIFIC CORP ( BSX) 3,799 6,627
    BP PLC ADS ( BP) 24,453 23,008
    BRISTOL MYERS SQUIBB CO ( BMY) 16,592 16,959
    BRITISH AMER TOB SPON ADR ( BTI) 51,208 52,112
    BROADCOM INC ( AVGO) 12,257 27,947
    BROADRIDGE FIN SOLU. LLC ( BR) 3,639 12,797
    BROWN & BROWN INC ( BRO) 15,912 25,512
    BURLINGTON STORES INC ( BURL) 6,164 10,203
    CACI INTERNATIONAL INC CL A ( CACI) 15,969 18,037
    CARLISLE CO INC ( CSL) 13,464 39,947
    CARREFOUR SA SPONSORED ADR ( CRRFY) 23,768 26,868
    CARSALES COM LTD ADR ( CSXXY) 7,515 18,176
    CASEY'S GENERAL STORES INC (CASY) 12,324 12,236
    CDN IMPL BK COMMERCE ( CM) 16,013 22,613
    CELLNEX TELECOM SA UNS ADR ( CLLNY) 26,022 24,065
    CEMEX SAB DE CV ( CX) 8,445 16,686
    CENTENE CORPORATION ( CNC) 15,970 22,660
    CHEVRON CORP ( CVX) 44,208 56,680
    CHINA CONSTRUCTION BANK CORP ( CICHY) 31,079 29,019
    CHINA MERCHANTS BK CO LTD UNSP ( CIHKY) 10,979 18,692
    CHINA SHENHUA ENERGY LTD ADR ( CSUAY) 8,173 10,795
    CHOICE HOTELS INTL INC NEW ( CHH) 11,168 22,931
    CIGNA CORP ( CI) 21,331 18,830
    COCA COLA CO ( KO) 7,664 11,546
    COCA- COLA FEMSA, S. A. B. DE C. V ( KOF) 17,839 23,341
    COLUMBIA SPORTSWEAR CO ( COLM) 9,744 16,175
    COMCAST CORP (NEW) CLASS A (CMCSA) 7,462 6,795
    COMMERCIAL INTL BNK LTD SP ADR ( CIBEY) 15,151 17,682
    COMMSCOPE HOLDING COMPANY INC ( COMM) 3,197 3,522
    CONAGRA BRANDS INC ( CAG) 11,814 11,850
    CONCENTRIX CORP ( CNXC) 2,128 7,145
    CONOCOPHILLIPS ( COP) 8,612 14,508
    COSTCO WHOLESALECORP NEW ( COST) 19,280 31,224
    CREDIT SUISSE GROUP ( CS) 25,250 22,828
    CROWN CASTLE INTL CORP ( CCI) 29,211 38,617
    CROWN HLDGS INC ( HOLDING CO) ( CCK) 11,190 17,920
    CSL LTD ( CSLLY) 18,878 25,921
    CVS HEALTH CORP COM ( CVS 6,317 6,602
    DAI NIPPPN PRGT LTD JAPAN ( DNPLY) 7,410 9,647
    DANONE SPONSORED ADR ( DANOY) 30,640 28,869
    DECKER OUTDOOR CORPORATION ( DECK) 6,880 8,425
    DELL TECHNOLOGIES INC CL C ( DELL) 3,507 11,627
    DENTSPLY SIRONA INC ( XRAY) 7,856 9,819
    DIGITAL REALTY TRUST INC ( DLR) 11,520 15,565
    DOLBY CLA A COM STK ( DLB) 19,965 22,377
    DOMINION ENERGY INC ( D) 24,097 30,560
    DSV AS ADR ( DSDVY) 15,034 14,907
    DUKE ENERGY CORPORATION ( DUK) 21,848 35,876
    EBAY INC ( EBAY) 19,850 22,943
    EDENRED S A ADR ( EDNMY) 5,224 10,742
    ELASTIC N V ( ESTC) 18,824 13,417
    ELI LILLY & CO ( LLY) 4,849 14,640
    EMBRAER S A ADR ( ERJ) 16,558 30,051
    ENBRIDGE INC ( ENB) 35,980 39,197
    ENEL CHILE SA SPD ADR ( ENIC) 28,184 13,083
    ENGIE BRASIL ENERGIA SAADR ( EGIEY) 12,574 10,326
    ENGIE SPONS ADR ( ENGIY) 25,696 23,663
    ENI SPA AMER DEP RCPT ( E) 18,388 24,830
    ENVISTA HLDGS CORP ( NVST) 13,696 30,506
    EOG RESOURCES INC ( EOG) 15,230 20,964
    EVOLUTION AB ADR ( EVVTY) 2,645 19,871
    EXPEDIA GROUP INC ( EXPE) 6,342 6,506
    EXPERIAN GP LTD ADR ( EXPGY) 23,582 31,904
    EXXON MOBIL CORP ( XOM) 72,668 63,699
    FACTSET RESEARCH SYSTEMS INC ( FDS) 2,192 10,692
    FEDEX CORP ( FDX) 18,744 19,657
    FERRARI N V ( RACE) 20,757 28,729
    FIRST PAC LTD SP ADR ( FPAFY) 14,052 11,837
    FLEXTRONICS INTL LTD ( FLEX) 6,823 11,621
    FORD MOTOR CO NEW ( F) 13,073 12,690
    GALP ENERGIA SA LISBOA ADR ( GLPEY) 22,435 17,890
    GARTNER INC ( IT) 2,632 14,710
    GDS HLDGS LTD SPONSORED ( GDS) 15,911 10,941
    GENERAL MILLS INC ( GIS) 19,399 21,090
    GENERAL MTRS CO ( GM) 10,104 9,733
    GILEAD SCIENCE ( GILD) 38,631 43,711
    GLAXOSMITHKLINE PLC ADR ( GSK) 35,596 41,542
    GODADDY INC. ( GDDY) 12,344 14,256
    GRACO INC ( GGG) 2,775 9,674
    GREEK ORGANISATION OF FOOTBALL ( GOFPY) 10,728 11,781
    GRIFOLS SA ADR ( GRFS) 44,144 29,153
    GRUPO FINANCIERO BANORTE SAB ( GBOOY) 11,452 13,865
    HANESBRANDS INC ( HBI) 4,334 6,872
    HCA HEALTHCARE INC ( HCA) 8,379 21,838
    HDFC BANK LTD ADR ( HDB) 13,076 11,843
    HEIDELBERG CEMENT ADR ( HDELY) 23,586 25,876
    HENGAN INTL GROUP CO LTD ADR ( HEGIY) 21,655 14,855
    HENKEL AG & CO KGAA ( HENKY) 29,460 28,614
    HENRY SCHEIN INC ( HSIC) 5,234 7,520
    HEXCEL CORP NEW ( HXL) 10,702 14,918
    HIMAX TECHNOLOGIES, INC. ( HIMX) 12,490 15,238
    HOME DEPOT INC ( HD) 4,958 20,751
    HONDA MOTOR COMPANY LTD ADR ( HMC) 18,201 18,037
    HONEYWELL INTERNATIONAL INC ( HON) 7,855 16,264
    HUNTINGTON BANCSHARES ( HBAN) 23,620 28,650
    IAA INC ( IAA) 14,521 17,160
    IDEX CORPORATION DELAWARE ( IEX) 2,921 14,416
    IMPERIAL BRANDS PLC SPD ADR ( IMBBY) 25,303 20,178
    INFINEON TECHNOLOGIES AG ( IFNNY) 11,424 11,960
    INFOSYS LIMITED ADR ( INFY) 2,641 8,985
    INTESA SANPAOLO S. P. A. ADR ( ISNPY) 17,933 20,329
    J SAINSBURY PLC SPON ADR NEW ( JSAIY) 15,793 19,615
    JACK HENRY & ASSOC INC ( JKHY) 3,284 9,852
    JAPAN EXCHANGE GROUP INC ( JPXGY) 12,028 18,538
    JB HUNT TRANS SERV ( JBHT) 12,199 29,638
    JOHNSON & JOHNSON ( JNJ) 17,339 22,923
    JONES LANG LASALLE INC ( JLL) 7,724 21,009
    JPMORGAN CHASE & CO ( JPM) 18,352 39,429
    JSR CORP UNSPON ADR ( JSCPY) 9,233 9,989
    KASIKORNBANK PUB CO LTD UNSPON ( KPCPY) 10,056 10,704
    KB FINANCIAL GRP INC SONS ADR ( KB) 14,651 22,434
    KIMBERLY CLARK CORP ( KMB) 20,388 21,152
    KIMBERLY CLARK SPON ADR ( KCDMY) 11,938 10,255
    KINGFISHER PLC SPONS ADR NEW ( KGFHY) 5,822 14,684
    KIRBY CP ( KEX) 14,719 11,527
    LANDSTAR SYSTEM INC ( LSTR) 5,944 16,470
    LENNOX INTL INC ( LII) 11,627 22,056
    LENOVO GROUP LTD SPONS ADR ( LNVGY) 13,676 14,523
    LIBERTY GLOBAL PLC CL C ( LBTYK) 14,405 19,185
    LIFE HEALTHCARE GRP HLDGS LTD ( LTGHY) 10,638 13,039
    LINCOLN NTL CORP IND ( LNC) 8,412 16,041
    LINDE PLC ( LIN) 23,431 31,810
    LITHIA MTRS INC ( LAD) 12,603 11,581
    LKQ CORPORATION ( LKQ) 10,995 18,669
    LOCKHEED MARTIN CORP ( LMT) 12,615 13,150
    LONZA GROUP AG ZUERICH ADR ( LZAGY) 12,488 38,160
    LOYALTY VENTURES INC ( LYLT) 931 842
    LULULEMON ATHLETICA INC ( LULU) 10,726 12,918
    LVMH MOET HENNESSY LOUIS VUITT ( LVMUY) 16,562 32,935
    MANHATTAN ASSOC INC ( MANH) 2,741 12,128
    MARKEL CORP ( HOLDING CO) ( MKL 13,234 20,978
    MARKS & SPENCER GRP PLC ADR ( MAKSY) 17,351 15,298
    MASTERCARD INC CL A ( MA) 11,446 29,464
    MC DONALDS CORP ( MCD) 25,569 27,879
    MEDTRONIC PLC SHS ( MDT) 18,801 19,345
    MERCADOLIBRE INC ( MELI) 14,858 39,104
    MERCK & CO INC NEW COM ( MRK) 59,135 61,312
    META PLATFORMS INC CL A ( FB) 24,037 49,780
    MICRON TECH INC ( MU) 24,896 47,600
    MICROSOFT CORP ( MSFT) 13,968 102,578
    MITSUBISHI UFJ FINCL GRP ADS ( MUFG) 20,959 22,195
    MOBILE TELESYSTEMS PJSC ( MBT) 10,207 10,939
    MONDI PLC ADR ( MONDY) 9,829 11,387
    MORGAN STANLEY ( MS) 5,736 13,055
    MORNINGSTAR INC COMMON ( MORN) 5,081 23,597
    MS& AD INS GROUP HLDGS ADR ( MSADY) 22,653 23,870
    NATIONAL GRID PLC SPON ADR ( NGG) 29,865 34,641
    NEDBANK GRP LTD SPON ADR ( NDBKY) 13,839 14,312
    NESTLE SPON ADR REP REG SHR ( NSRGY) 54,792 66,956
    NETFLIX INC ( NFLX) 20,225 18,676
    NIHON M& A CENTER INC ( NHMAF) 7,875 15,662
    NIKE INC B ( NKE) 7,129 15,834
    NISSAN MTR CO LTD SPND ADR ( NSANY) 16,006 11,503
    NOMURA RESH INST LTD ADR ( NRILY) 13,293 14,171
    NORDSON CP ( NDSN) 6,539 13,785
    NORFOLK SOUTHERN CORP ( NSC) 8,699 15,779
    NORTONLIFELOCKINC ( NLOK) 20,280 19,797
    NOVARTIS AG ADR ( NVS) 32,331 32,101
    NRG ENERGY INC ( NRG 11,588 14,259
    NVIDIA CORPORATION ( NVDA) 2,961 33,234
    ORANGE NEW ( ORAN) 29,447 22,176
    OTIS WORLDWIDECORP ( OTIS) 22,338 24,293
    PALO ALTO NETWORKS INC ( PANW) 8,979 23,384
    PEPSICO INC NC ( PEP) 5,280 11,639
    PETROLEO BRASILEIROSA ( PBR) 19,933 18,754
    PETROLEO BRASILEIRO SA ADR ( PBR'A) 10,953 21,747
    PFIZER INC ( PFE) 13,049 21,612
    PHILIP MORRIS INTL INC ( PM) 39,914 46,645
    PING AN INSURANCE ADR ( PNGAY) 23,388 17,452
    PJSC GAZPROM SPON ADR ( OGZPY) 8,198 12,186
    PJSC LUKOIL SPONSORED ADR ( LUKOY) 6,275 15,895
    PNC FINL SVCS GP ( PNC) 13,727 22,258
    POOL CORP ( POOL) 2,763 10,188
    POSCO ADS ( PKX) 7,991 12,241
    PPL CORPORATION ( PPL) 16,408 18,427
    PROSPERITY BANCSHARES ( PB) 10,762 11,351
    PT ASTRA INTERNATIONAL TBK ADR ( PTAIY) 15,100 13,071
    PT BK MANDIRI PERSERO TBK UNSP ( PPERY) 13,208 20,017
    PT TELEKOMUNIKASI INDONESIA ( TLK) 16,784 24,120
    PUBLIC SERVICE ENTERPRISE GP ( PEG) 9,428 12,679
    PUBLICIS GROUPE SA ADS ( PUBGY) 18,779 33,614
    QURATE RETAIL INC SER A ( QRTEA) 2,882 4,454
    R P M INC ( RPM) 12,642 23,230
    REALTY INCOME CORP ( 0) 18,333 19,043
    RECKITT BENCKISER PLC SPNS ADR (RBGLY) 10,822 12,180
    REGIONS FINANCIAL CORP NEW ( RF) 6,068 12,927
    RENAULT S A ADR ( RNLSY) 13,902 5,982
    REPSOL SA SPON ADR ( REPYY) 13,803 16,144
    ROCKWELL AUTOMATION INC ( ROK) 13,684 20,582
    ROYAL CARIBBEANGROUP COM ( RCL) 6,349 6,383
    SALESFORCE. COM, INC. ( CRM) 21,712 19,314
    SANLAM LTD ADR ( SLLDY) 6,354 6,798
    SANOFI ADR ( SNY) 26,568 32,465
    SBERBANK RUSSIA SPONSORED ADR ( SBRCY) 3,947 13,687
    SCHNEIDER ELEC SA UNSP ADR ( SBGSY) 17,270 17,919
    SEA LIMITED ADR (SE) 10,712 10,962
    SEI INVESTMENTS CO ( SEIC) 14,931 23,157
    SERVICE CORP INTL ( SCI) 4,549 7,880
    SHINHAN FINANCIAL GROUP CO LTD ( SHG) 26,603 23,739
    SHOPIFY INC ( SHOP) 24,576 35,812
    SIG COMBIBLOC GROUP AG NAMEN A ( SCBGF) 8,918 11,317
    SIKA AG ADR ( SXYAY) 14,972 22,900
    SINOPHARM GROUP CO LTD ADR ( SHTDY) 19,715 15,761
    SOUTHERN CO ( SO) 27,632 40,531
    STANDARD BANK GROUP LTD SPON ( SGBLY) 9,839 9,623
    SUMITOMO MITSUI TR HLDGS INC ( SUTNY) 21,152 21,307
    SUNCOR ENERGY INC ( SU) 20,997 25,330
    SWATCH GROUP AG ADR THE UNSPON ( SWGAY) 23,278 27,702
    SWISS RE LTD SPONSORED ADR ( SSREY) 15,144 19,898
    T- MOBILEUS INC COM ( TMUS) 6,317 6,263
    TAISHO PHARMA HOLD UNSP- ADR ( TAIPY) 27,819 19,036
    TAIWAN SMCNDCTR MFG CO LTD ADR ( TSM) 27,006 88,909
    TAKEDA PHARMACEUTCL CO LTD ADR ( TAK) 56,850 43,357
    TARGET CORPORATION ( TGT) 13,688 24,301
    TC ENERGY CORP ( TRP) 20,918 20,664
    TD SYNNEX CORPORATION( SNX) 5,017 9,721
    TELECOM ITALIA S P A NEW ADR ( TIIAY) 14,528 13,620
    TELEFLEX INC ( TFX) 9,800 13,796
    TELEFONICA BRASIL SA ADR ( VIV) 27,879 28,242
    TENCENT HLDGS LTD UNSPON ADR ( TCEHY) 30,399 49,030
    TERMINIX GLOBAL HOLDINGS INC ( TMX) 17,117 24,877
    TESCO PLC SPONSORED ADR ( TSCDY) 19,139 26,334
    TINGYI CAYMAN ISLANDS HLDGS CO ( TYCMY) 11,849 13,001
    TOTALENERGIES SE SPONSORED ADS (TTE) 34,550 36,106
    TRIMBLE INC ( TRMB) 2,356 7,150
    TRUIST FINL CORP ( TFC) 20,243 22,015
    U S BANCORP COM NEW ( USB) 22,702 23,648
    UBISOFT ENTMT SA UNSPON ADR ( UBSFY) 30,237 15,556
    UBS GROUP AG SHS ( UBS) 28,142 33,810
    ULTA BEAUTY INC ( ULTA) 7,509 16,906
    UMPQUA HOLDINGS CORP ( UMPQ) 6,997 9,120
    UNILEVER PLC ( NEW) ADS ( UL) 67,792 65,409
    UNITED RENTALS INC ( URI) 18,750 33,561
    UNITEDHEALTH GP INC ( UNH) 8,018 34,146
    UNIVAR SOLUTIONS INC ( UNVR) 1,979 5,783
    VALE S. A ( VALE) 11,426 11,524
    VERIZON COMMUNICATIONS ( VZ) 32,340 37,619
    VIBRA ENERGIA SA ADR ( PETRY) 8,757 8,348
    VISA INC CL A ( V) 15,384 43,125
    VMWARE INC CLASS A ( VMW) 4,857 13,906
    VODACOM GROUP LIMITED ( VDMCY) 9,549 8,063
    VODAFONE GROUP PLC ( VOD) 36,561 30,397
    WALGREENS BOOTS ALLIANCEINC ( WBA) 12,688 13,249
    WALT DISNEY CO HLDG CO ( DIS) 11,202 13,011
    WEICHAI PWR CO LTD UNSPON ADR ( WEICY) 5,663 15,881
    WELLS FARGO & CO NEW ( WFC) 18,269 27,397
    WESTERN DIGITAL CORPORATION ( WDC) 17,782 25,171
    WEX INC COM ( WEX) 17,523 19,795
    WHIRLPOOL CORP ( WHR) 9,626 17,834
    WILLIAMS CO INC ( WMB) 26,286 25,649
    WIX COM LTD (WIX) 24,563 14,359
    WOLTERS KLUWER NV SPON ADR ( WTKWY) 17,730 22,919
    WOODWARD INC COM ( WWD) 9,771 8,866
    WPP PLC SPON NEW ADR ( WPP) 34,051 33,998
    YANDEX N. V. A ( YNDX) 4,435 11,858
    SURGUTNEFTEGAS PJSC SP ADR PRF (SGTPY) 21,383 21,813

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    US Government Securities - End of Year Book Value:

    667,464
    US Government Securities - End of Year Fair Market Value:

    654,247
    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:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PLATFORM NEIGHBORHOOD FUND I LP AT COST 1,597,719 1,597,719
    HATTERAS CORE ALT TEI FD AT COST 24,651 41,051
    MIRAE EMERG MKTS GRT CONSMR I (MICGX) AT COST 256,717 253,640
    MORGAN STANLEY BANK N. A. #479 AT COST 1 1
    ACAP STRATEGIC INTERVAL COMMON (XCAPX) AT COST 589,487 802,702
    ACL ALT LTD USD A AT COST 184,516 915,153
    MORGAN STANLEY BANK N. A. #699 AT COST 6 6
    IRONWOOD INSTIT MS LLC AT COST 1,620,738 1,821,502
    MORGAN STANLEY BANK N. A. #008 AT COST 1,231 1,231
    E V SHT DURATION STRAT INC I (ESIIX) AT COST 378,968 373,173
    KOPERNIK GLB ALL CAP INSTL (KGGIX) AT COST 653,578 858,891
    LORD ABBETT BOND DEB F (LBDFX) AT COST 461,020 493,650
    LORD ABBETT INFL FOCUSED F (LIFFX) AT COST 249,690 255,517
    LORD ABBETT SHT DURATION INC F (LDLFX) AT COST 586,315 580,299
    TCW EMERG MKTS INCOME I (TGEIX) AT COST 552,632 545,938

    TY 2021 LegalFeesSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,578 0   1,578


    TY 2021 OtherDecreasesSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Description Amount
    UNREALIZED GAIN/(LOSS) 551,051


    TY 2021 OtherExpensesSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES & SUBSCRIPTIONS 3,360 0   3,360
    LICENSE AND FEES 20 0   20
    MISCELLANEOUS EXPENSE 4,265 0   4,265
    INVESTMENT MANAGEMENT FEES 105,631 105,631   0
    OTHER DEDUCTIONS FROM K-1S 126,582 126,582   0


    TY 2021 TaxesSchedule
    Name:
    RALPH L & WINIFRED E POLK FOUNDATION
    EIN:
    38-6080075
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 18,352 18,352   0