TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
THE WALTERS FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 370
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILFORD, MI48381

A Employer identification number

47-1395696

B Telephone number (see instructions)

(248) 205-1390

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$25,810,055J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	1,023,495		1,023,495
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		819,042
b	Gross sales price for all assets on line 6a 2,165,544
7	Capital gain net income (from Part IV, line 2)...			819,042
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........	1,842,537		1,842,537
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).........
b	Accounting fees (attach schedule).......		24,030	0	24,030
c	Other professional fees (attach schedule)....		130,580	0	130,580
17	Interest...............	281		281	0
18	Taxes (attach schedule) (see instructions)...		30,063	4,563	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		216,145	215,349	796
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	401,099		220,193	155,406
25	Contributions, gifts, grants paid.......	853,705			853,705
26	Total expenses and disbursements. Add lines 24 and 25	1,254,804		220,193	1,009,111
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	587,733
b	Net investment income (if negative, enter -0-)			1,622,344
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	606,423	1,048,811	1,048,811
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	8,625,157	8,826,309	15,653,887
	c	Investments—corporate bonds (attach schedule).......	10,086	0	0
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	8,077,825	8,115,760	9,102,615
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	5,390	4,742	4,742
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	17,324,881	17,995,622	25,810,055
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	36,237	25,953
	23	Total liabilities (add lines 17 through 22).........	36,237	25,953
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	17,288,644	17,969,669
	29	Total net assets or fund balances (see instructions).....	17,288,644	17,969,669
	30	Total liabilities and net assets/fund balances (see instructions).	17,324,881	17,995,622

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

17,288,644

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

587,733

Other increases not included in line 2 (itemize) bullet

93,292

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

17,969,669

Decreases not included in line 2 (itemize) bullet

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

17,969,669

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
1 a	MORGAN STANLEY-6318	P
b	MORGAN STANLEY-6318	P
c	MORGAN STANLEY-6318	D
d	MORGAN STANLEY-6001	P
e	MORGAN STANLEY-6001	P
	MORGAN STANLEY-6001	D
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	688,862	586,340	102,522
b	818,521	614,389	204,132
c	433,293	82,029	351,264
d	47,954	34,223	13,731
e	31,796	28,535	3,261
	2,135	986	1,149
	142,983		142,983

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			102,522
b			204,132
c			351,264
d			13,731
e			3,261
			1,149
			142,983

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	819,042
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	22,551
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	22,551
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	19,331
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	12,000
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	31,331
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	8,780
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax8,780	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

WALTERSFFMI.ORG

The books are in care of bullet

PETER WALTERS Telephone no. bullet

(248) 205-1390

Located at bullet

PO BOX 370MILFORDMI ZIP+4 bullet

48381

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
CAROL A WALTERS	PRESIDENT & DIRECTOR 10.00	0	0	0
P O BOX 370 MILFORD,MI48381	PRESIDENT & DIRECTOR 10.00	0	0	0
PETER S WALTERS	SECRETARY, TREASURER, DIRE 10.00	0	0	0
P O BOX 370 MILFORD,MI48381	SECRETARY, TREASURER, DIRE 10.00	0	0	0
MATTHEW D WALTERS	DIRECTOR 0.50	0	0	0
P O BOX 370 MILFORD,MI48381	DIRECTOR 0.50	0	0	0
JOSEPH P WALTERS	DIRECTOR 0.50	0	0	0
P O BOX 370 MILFORD,MI48381	DIRECTOR 0.50	0	0	0
SARAH J EARLY	DIRECTOR 0.50	0	0	0
P O BOX 370 MILFORD,MI48381	DIRECTOR 0.50	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
ELIZABETH LEVY DBA PROSEEDS LLC	CONSULTANCY SERVICES	71,576
153 LAKESIDE DRIVE ROYAL OAK,MI48073	CONSULTANCY SERVICES	71,576

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

23,443,927

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

991,646

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

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

24,435,573

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

24,435,573

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

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

366,534

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

24,069,039

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

1,203,452

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

1,203,452

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

22,551

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

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

22,551

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

1,180,901

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

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

1,180,901

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

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

1,180,901

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

	(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7				1,180,901
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			768,790
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,009,111
a Applied to 2020, but not more than line 2a			768,790
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.....				240,321
e Remaining amount distributed out of corpus	0
5 Excess distributions carryover applied to 2021.	0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5	0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........		0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......		0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........		0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............			0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........				940,580
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......	0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...	0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......	0
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

PETER S WALTERS

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AMERICAN RIVERS INC 1101 14TH STREET NW NO 1400 WASHINGTON,DC20005	NONE	PC	WFF FUNDING WILL HELP TO PROTECT WILD RIVERS, RESTORE DAMAGED RIVERS AND CONSERVE CLEAN WATER FOR PEOPLE AND NATURE.	25,000
DETROIT 90 90 485 W MILWAUKEE ST DETROIT,MI48202	NONE	PC	WFF FUNDING TO HELP PROVIDE EDUCATIONAL MANAGEMENT SERVICES TO PUBLIC SCHOOL ACADEMIES IN THE STATE OF MICHIGAN.	50,000
DETROIT RIVERFRONT CONSERVANCY INC 600 RENAISSANCE CENTER NO 1720 DETROIT,MI48243	NONE	PC	WFF FUNDING WILL HELP TO UNDERTAKE THE ESTABLISHMENT, IMPROVEMENT, OPERATIONS, MAINTENANCE, AND CONSERVATION OF PUBLIC PARKS, PROMENADES, AND OTHER PUBLIC GREEN SPACE ALONG THE DETROIT INTERNATIONAL RIVERFRONT FOR THE RECREATION AND ENJOYMENT OF THE GENERAL PUBLIC IN PERPETUITY.	100,000
THE EMPOWERMENT PLAN 7640 KERCHEVAL AVENUE DETROIT,MI48214	NONE	PC	WFF FUNDING WILL HELP TO BREAK THE CYCLE OF GENERATIONAL POVERTY BY EMPLOYING AND TRAINING HOMELESS INDIVIDUALS WHO MANUFACTURE SLEEPING BAG COATS FOR THOSE IN NEED.	60,000
HURON PINES RESOURCE CONSERVATION & DEVELOPMENT COUNCIL INC 4241 OLD US 27 SOUTH STE 2 GAYLORD,MI49735	NONE	PC	WFF FUNDING WILL HELP TO CONSERVE THE FORESTS, LAKES AND STREAMS OF NORTHEAST MICHIGAN.	75,000
FRIENDS OF THUNDER BAY NATIONAL MARINE SANCTUARY 500 W FLETCHER ST ALPENA,MI49707	NONE	PC	WFF FUNDING WILL HELP TO FUND AND SUPPORT THE OPERATIONS AND PROGRAMS OF THE THUNDER BAY NATIONAL MARINE SANCTUARY THIS INCLUDES PROVIDING EDUCATIONAL OPPORTUNITIES AT THE SANCTUARY BUILDING AND WITHIN THE SANCTUARY BOUNDARIES.	115,000
INDUSTRIAL SEWING AND INNOVATION CENTER 5800 CASS AVE STE 43 DETROIT,MI48202	NONE	PC	WWF FUNDING WILL HELP TO CEASELESSLY ADVANCE INNOVATION IN SUSTAINABLE APPAREL MANUFACTURING AND EQUITABLE TALENT FORCE DEVELOPMENT AS RESPONSIBLE STEWARDS FOR THE WELLBEING OF OUR TEAM, PARTNERS, COMMUNITY AND PLANET.	55,000
LEAN ROCKET LAB 133 W MICHIGAN AVE JACKSON,MI49201	NONE	PC	WFF FUNDING WILL HELP REMOVE COMMON BARRIERS TO INNOVATION BY PROVIDING A COLLABORATIVE WORKSPACE FULL OF HIGH ENERGY ENTREPRENEURS, ADVANCED EDUCATIONAL PROGRAMMING, HELPFUL BUSINESS RESOURCES, AND ACCESS TO VARIOUS STAGES OF CAPITAL SO BUSINESSES OR PRODUCTS CAN LAUNCH AND THRIVE.	50,000
CONSERVATION RESOURCE ALLIANCE 10850 TRAVERSE HIGHWAY NO 1180 TRAVERSE CITY,MI49684	NONE	PC	WFF FUNDING WILL HELP TO PRESERVE AND PROTECT NORTHERN MICHIGAN'S WATERWAYS, WILDLIFE, AND FORESTS FOR FUTURE GENERATIONS.	50,000
THE DETROIT INSTITUTE OF ARTS 5200 WOODWARD AVENUE DETROIT,MI48202	NONE	PC	WFF FUNDING WILL HELP THE DIA TO CREATE EXPERIENCES THAT HELP EACH VISTOR FIND PERSONAL MEANING IN ART.	63,705
THE NORTH CAROLINA AQUARIUM SOCIETY 3125 POPLARWOOD COURT NO 160 RALEIGH,NC27604	NONE	PC	WFF FUNDING WILL HELP INSPIRE APPRECIATION AND CONSERVATION OF OUR AQUATIC ENVIRONMENTS.	25,000
RACQUET UP DETROIT P O BOX 11404 DETROIT,MI48211	NONE	PC	WFF FUNDING WILL HELP TO SUPPORT AND EMPOWER DETROIT YOUTH TO ACHIEVE THEIR FULL POTENTIAL THROUGH AN OUT-OF-SCHOOL PROGRAM CONSISTING OF SQUASH, ACADEMICS, AND COMMUNITY SERVICE.	25,000
TECHTOWN DETROIT 440 BURROUGHS DETROIT,MI48202	NONE	PC	WFF FUNDING WILL HELP TECHTOWN DETROIT TO PROVIDE A POWERFUL CONNECTION TO A BROAD NETWORK OF RESOURCES, CATALYZING ENTIRE COMMUNITIES OF ENTREPRENEURS BEST POISED TO ENERGIZE THE LOCAL ECONOMY.	60,000
WATERFORD INSTITUTE INC 4246 SOUTH RIVERBOAT ROAD TAYLORVILLE,UT84123	NONE	PC	WFF FUNDING TO HELP PROVIDE ACADEMIC EQUITY FOR ALL LEARNERS THROUGH COMMUNITY, SCHOOL, AND HOME PROGRAMS.	100,000
Total ................................. 3a				853,705

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	819,042
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		1,842,537	0

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

1,842,537

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MOORE DOEREN MAYHEW	24,030	0		24,030

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Name of Stock	End of Year Book Value	End of Year Fair Market Value
1159 SHS WALT DISNEY CO HLDG CO (DIS)	116,564	179,519
1471 SHS WASTE MGMT INC (DELA) (WM)	150,883	245,510
1939 SHS CROWN CASTLE INTL CORP (CCI)	135,363	404,747
1975 SHS REPUBLIC SERVICES INC (RSG)	148,439	275,414
215 SHS BANK OF AMERICA CORP (BAC)	3,618	9,565
22 SHS MASTERCARD INC LC A (MA)	1,059	7,905
29 SHS HONEYWELL INTL INC (HON)	1,779	6,047
3041 SHS VERIZON COMMUNATIONS (VZ)	164,132	158,010
3446 SHS NUTRIEN LTD (NTR)	170,001	259,139
36 SHS INTERNATIONAL FLAVORS&FRAGRANC (IFF)	4,783	5,423
39 SHS WALT DISNEY CO HDLG CO (DIS)	4,018	6,041
44 SHS CROWN CASTLE INTL CORP (CCI)	3,013	9,185
5 SHS ALPHABET INC CL A (GOOGL)	2,869	14,485
5803 SHS AMERICOLD REALTY TRUST (COLD)	204,118	190,280
66 SHS JPMORGAN CHASE & CO (JPM)	2,243	10,451
661 SHS INTERNATIONAL FLAVORS&FRAGRANC (IFF)	90,653	99,580
91 SHS NUTRIEN LTD (NTR)	4,583	6,843
92 SHS VERIZON COMMUNICATIONS (VZ)	4,720	4,780
382 SHS AIR PROD & CHEM INC (APD)	108,945	116,227
12967 SHS ALCOA CORP (AA)	252,048	772,574
3990 SHS ALCON INC (ALC)	222,837	347,609
3426 SHS AMDOCS LIMITED ORD (DOX)	228,607	256,402
4043 SHS DOW INC (DOW)	101,249	229,319
2539 SHS DUKE ENERGY CORPORATION (DUK)	224,601	266,341
1480 SHS ECOLAB INC (ECL)	238,835	347,193
30118 SHS FREEPORT MCMORAN CL B (FCX)	229,356	1,256,824
6342 SHS HESS CORPORATION (HES)	313,505	469,498
1599 SHS HONEYWELL INTERNATIONAL INC (HON)	111,659	333,407
1627 SHS INTEL CORP (INTC)	84,636	83,791
2216 SHS JPMORGAN CHASE & CO (JPM)	140,707	350,904
657 SHS LINDE PLC (LIN)	145,536	227,168
1025 SHS MARTIN MARIETTA MATERIALS (MLM)	219,667	451,533
534 SHS MASTERCARD INC CL A (MA)	27,561	191,877
774 SHS MICROSOFT CORP (MSFT)	31,602	260,312
664 SHS NETFLIX INC (NFLX)	81,957	400,020
9357 SHS PPL CORPORATION (PPL)	280,525	281,271
600 SHS PROCTER & GAMBLE (PG)	57,853	98,148
2646 SHS PROLOGIS INC COM (PLD)	198,623	445,481
398 SHS RAYTHEON TECHNOLOGIES CORP (RTX)	31,060	34,252
11363 SHS SUNCOR ENERGY INC (SU)	254,911	284,416
821 SHS UNITEDHEALTH GP INC (UNH)	194,461	412,257
10443 SHS VALERO ENERGY CP DELA NEW (VLO)	562,999	784,374
14075 SHS WEYERHAEUSER CO (WY)	422,240	579,609
516 SHS ANSYS INC (ANSS)	112,640	206,978
1456 SHS APPLE INC (APPL)	24,680	258,542
12433 SHS ARCELORMITTAL CL A NY REGISTRY (MT)	174,529	395,742
6039 SHS BANK OF AMERICA CORP (BAC)	104,453	268,675
176 SHS BOOKING HOLDINGS INC (BKNG)	321,519	422,264
10664 SHS BP PLC ADS (BP)	241,880	283,982
4193 SHS CH ROBINSON WORLDWIDE INC NEW (CHRW)	277,849	451,293
3654 SHS CHEMOURS CO COM (CC)	97,141	122,628
5328 SHS CISCO SYS INC (CSCO)	178,573	337,635
337 SHS COLGATE PALMOLIVE CO (CL)	21,866	28,760
12 SHS AIR PROD & CHEM INC (API)	3,422	3,652
420 SHS ALCOA CORP (AA)	8,099	25,024
146 SHS ALCON INC (ALC)	8,273	12,720
67 SHS AMDOCS LIMITED ORD (DOX)	4,431	5,014
273 SHS AMERICOLD RLTY TR COM (COLD)	9,229	8,952
95 SHS ANSYS INC (ANSS)	17,897	38,106
68 SHS APPLE (AAPL)	1,379	12,075
403 SHS ARCELORMITTAL CL A NY REGISTRY (MT)	5,658	12,827
4 SHS BOOKING HOLDINGS INC (BKNG)	7,279	9,597
391 SHS BP PLC ADS (BP)	8,868	10,412
131 SHS CH ROBINSON WORLDWIDE INC NEW (CHRW)	8,680	14,100
139 SHS CHEMOURS CO COM (CC)	3,691	4,665
385 SHS CISCO SYS INC (CSCO)	13,584	24,397
162 SHS DOW INC (DOW)	4,057	9,189
108 SHS DUKE ENERGY CORPORATION (DUK)	8,333	11,329
70 SHS ECOLAB INC (ECL)	11,443	16,421
260 SHS FLUOR SYSTEMS INC (FLIR)	5,577	6,440
1357 SHS FREEPORT-MCMORAN CL-B (FCX)	12,375	56,628
225 SHS HESS CORPORATION (HES)	11,091	16,657
65 SHS INTEL CORP (INTC)	3,484	3,348
17 SHS LINDE PLC (LIN)	3,766	5,878
28 SHS MARTIN MARIETTA MATERIALS (MLM)	6,001	12,335
54 SHS MICROSOFT CORP (MSFT)	3,020	18,161
25 SHS NETFLIX INC (NFLX)	2,888	15,061
200 SHS PPL CORPORATION (PPL)	5,570	6,012
120 SHS PROLOGIS INC COM (PLD)	8,349	20,203
283 SHS SUNCOR ENERGY INC (SU)	5,990	7,083
38 SHS UNITEDHEALTH GP INC (UNH)	9,001	19,081
385 SHS VALERO ENERGY CP DELA NEW (VLO)	21,432	28,917
14 SHS WASTE MGMT INC (DELA) (WM)	1,425	2,337
431 SHS WEYERHAEUSER CO (WY)	12,884	17,749
8490 SHS ATLAS CORP (ATCO)	121,968	120,388
7684 SHS FLUOR CORP NEW (FLR)	164,758	190,333
604 SHS META PLATFORMS INC CL A (FB)	57,538	203,155
9991 SHS OCEANEERING INTL INC (OII)	157,191	112,998
62750 SHS TRANSOCEAN LTD (RIG)	239,650	173,190
288 SHS ATLAS CORP (ATCO)	4,137	4,084
645 SHS CAMECO CORP (CCJ)	9,716	14,067
27 SHS META PLATFORMS INC CL A (FB)	1,912	9,081
343 SHS OCEANEERING INTL INC (OII)	5,397	3,879
2155 SHS TRANSOCEAN LTD (RIG)	8,234	5,947
18898 SHS CAMECO CORP (CCJ)	284,684	412,165

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
ALKEON GROWTH OFFSHORE LTD	AT COST	250,000	431,020
BRIDGE SENIORS II INTL-A	AT COST	490,342	476,977
MILLENNIUM INTNL HF	AT COST	500,000	550,365
NB SELECT OPPS (CAYMAN)	AT COST	237,119	318,292
NH EXP EQUITY OFFSHORE	AT COST	215,470	356,561
PE CO-INV OPP I (CAYMAN)	AT COST	381,517	422,050
THIRD PT OFFSHORE FUND LTD	AT COST	300,000	485,350
8685 SHS ISHARES MSCI EMERGING MKTS ETF (EEM)	AT COST	317,636	424,262
3484 SHS ISHARES TIPS BOND ETF (TIP)	AT COST	423,226	450,133
10023.392 SHS AMERICAN NEW WORLD F2 (NFFFX)	AT COST	673,650	859,406
44724.888 SHS INVESCO CORE PLUS BOND Y (CPBYX)	AT COST	508,522	494,657
172037.324 SHS PRINCIPAL SPC PRF&CP SEC INC I (PPSIX)	AT COST	1,730,724	1,777,146
137385.258 SHS VOYA GNMA INCOME I (LEINX)	AT COST	1,170,509	1,152,662
72842.082 SHS VOYA STRAT INC OPPPORT I (IISIX)	AT COST	748,770	725,507
281 SHS ISHARES MSCI ENERGING MKTS ETF (EEM)	AT COST	10,295	13,727
153 SHS ISHARES TIPS BOND ETF (TIP)	AT COST	19,429	19,768
293.015 SHS AMERICAN NEW WORLD F2 (NFFFX)	AT COST	19,861	25,123
5968.336 SHS PRINCIPAL SPC PRF&CP SEC INC I (PPSIX)	AT COST	60,179	61,653
3029.584 SHS VOYA GMMA INCOME I (LEINX)	AT COST	25,047	25,418
3266.839 SHS VOYA STRAT INC OPPPORT I (ISIX)	AT COST	33,464	32,538

- TIN:

TY 2021 OtherAssetsSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
DIVIDEND RECEIVABLE	5,390	4,742	4,742

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
ADVISORY FEES	209,237	209,237	0
POSTAGE	350	0	350
TELEPHONE	426	0	426
BUSINESS REGISTRATION FEE	20	0	20
FOUNDATION MANAGEMENT SUPPORT	6,112	6,112	0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Description	Amount
BOOK TO TAX DIFFERENCE	93,292

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Description	Beginning of Year - Book Value	End of Year - Book Value
MS #6318 OPTIONS	36,237	25,953

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Category	Amount	Disbursements for Charitable Purposes
WEBSITE DESIGN	33,124	33,124
FOUNDATION MEMBERSHIP SUPPORT	5,180	5,180
PHILANTHROPY CONSULTING	77,276	77,276
GRANT MAKING SOFTWARE	15,000	15,000

- TIN:

TY 2021 TaxesSchedule

Name:

THE WALTERS FAMILY FOUNDATION

EIN:

47-1395696

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MORGAN STANLEY-FOREIGN TAXES PAID	4,563	4,563		0
EXCISE TAX	25,500	0		0