Form990-PF
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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 09-01-2021 , and ending 08-31-2022
Name of foundation
CRARY DAVID JR EST TR
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 653067
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX752653067
A Employer identification number

06-6027764
B Telephone number (see instructions)

(888) 866-3275
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$12,103,209J 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... 246,399 234,701  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,134,144
b Gross sales price for all assets on line 6a 4,729,500
7 Capital gain net income (from Part IV, line 2)... 2,134,144
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 10,666    
12 Total. Add lines 1 through 11........ 2,391,209 2,368,845  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 106,468 63,881   42,587
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 16 0 0 16
b Accounting fees (attach schedule)....... Click to see attachment 1,250 750 0 500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 64,399 10,927   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 6,922 6,922    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 179,055 82,480 0 43,103
25 Contributions, gifts, grants paid....... 726,306 726,306
26 Total expenses and disbursements. Add lines 24 and 25 905,361 82,480 0 769,409
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,485,848
b Net investment income (if negative, enter -0-) 2,286,365
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 65,310 401,246 401,246
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 12,646,456 Click to see attachment12,030,339 11,701,963
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 12,711,766 12,431,585 12,103,209
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 12,711,766 12,431,585
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)..... 12,711,766 12,431,585
30 Total liabilities and net assets/fund balances (see instructions). 12,711,766 12,431,585
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
12,711,766
2
Enter amount from Part I, line 27a .....................
2
1,485,848
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
94,199
4
Add lines 1, 2, and 3 ..........................
4
14,291,813
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,860,228
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,431,585
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 189.703 DIVIDEND INCOME COMMON TRUST FUND   2015-04-10 2021-09-30
b 387.99 DIVIDEND INCOME COMMON TRUST FUND   2016-01-08 2021-09-30
c 34.351 DIVIDEND INCOME COMMON TRUST FUND   2016-10-14 2021-09-30
d 68.054 DIVIDEND INCOME COMMON TRUST FUND   2019-05-24 2021-09-30
e 109.319 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2021-09-30
105.996 DIVIDEND INCOME COMMON TRUST FUND   2020-01-17 2021-09-30
181.081 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2021-09-30
35.761 DIVIDEND INCOME COMMON TRUST FUND   2020-05-31 2021-09-30
175. VANGUARD 500 INDEX FUND SHS ETF   2016-01-11 2021-09-30
3. VANGUARD 500 INDEX FUND SHS ETF   2016-10-14 2021-09-30
11. VANGUARD 500 INDEX FUND SHS ETF   2019-05-24 2021-09-30
16. VANGUARD 500 INDEX FUND SHS ETF   2020-03-20 2021-09-30
2634.442 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2021-09-30
1150.326 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2021-09-30
890.285 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2021-09-30
553.195 LARGE CAP CORE COMMON TRUST FUND   2019-05-24 2021-09-30
2474.042 MID CAP CORE COMMON TRUST FUND   2018-01-31 2021-09-30
116.917 MID CAP CORE COMMON TRUST FUND   2020-05-31 2021-09-30
274.381 DIVIDEND INCOME COMMON TRUST FUND   2015-04-10 2021-11-30
561.177 DIVIDEND INCOME COMMON TRUST FUND   2016-01-08 2021-11-30
49.684 DIVIDEND INCOME COMMON TRUST FUND   2016-10-14 2021-11-30
98.432 DIVIDEND INCOME COMMON TRUST FUND   2019-05-24 2021-11-30
158.116 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2021-11-30
153.309 DIVIDEND INCOME COMMON TRUST FUND   2020-01-17 2021-11-30
261.911 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2021-11-30
51.721 DIVIDEND INCOME COMMON TRUST FUND   2020-05-31 2021-11-30
834.429 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2019-04-30 2021-11-30
57.383 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2019-05-24 2021-11-30
138.467 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2019-07-01 2021-11-30
49.312 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2020-01-21 2021-11-30
128.637 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2020-03-23 2021-11-30
83.144 CLEARBRIDGE LARGE CAP GROWTH FUND CL I   2020-05-29 2021-11-30
288.858 T ROWE PRICE BLUE CHIP GROWTH FD CL I   2019-04-30 2021-11-30
18.586 T ROWE PRICE BLUE CHIP GROWTH FD CL I   2019-05-24 2021-11-30
46.174 T ROWE PRICE BLUE CHIP GROWTH FD CL I   2019-07-01 2021-11-30
50.286 T ROWE PRICE BLUE CHIP GROWTH FD CL I   2020-03-23 2021-11-30
2.74 T ROWE PRICE BLUE CHIP GROWTH FD CL I   2020-05-29 2021-11-30
165. VANGUARD 500 INDEX FUND SHS ETF   2016-01-11 2021-12-14
2. VANGUARD 500 INDEX FUND SHS ETF   2016-10-14 2021-12-14
10. VANGUARD 500 INDEX FUND SHS ETF   2019-05-24 2021-12-14
16. VANGUARD 500 INDEX FUND SHS ETF   2020-03-20 2021-12-14
31.676 AGGREGATE BOND COMMON TRUST FUND   2014-04-17 2021-12-17
25.776 AGGREGATE BOND COMMON TRUST FUND   2016-01-08 2021-12-17
1.801 AGGREGATE BOND COMMON TRUST FUND   2016-08-31 2021-12-17
16.759 AGGREGATE BOND COMMON TRUST FUND   2017-02-03 2021-12-17
2.424 AGGREGATE BOND COMMON TRUST FUND   2017-06-30 2021-12-17
49.591 AGGREGATE BOND COMMON TRUST FUND   2019-04-30 2021-12-17
1.86 AGGREGATE BOND COMMON TRUST FUND   2019-05-24 2021-12-17
1.455 AGGREGATE BOND COMMON TRUST FUND   2019-06-30 2021-12-17
47.306 AGGREGATE BOND COMMON TRUST FUND   2020-01-17 2021-12-17
10.006 AGGREGATE BOND COMMON TRUST FUND   2020-04-17 2021-12-17
11.042 AGGREGATE BOND COMMON TRUST FUND   2020-05-31 2021-12-17
31.176 AGGREGATE BOND COMMON TRUST FUND   2020-11-30 2021-12-17
32.572 AGGREGATE BOND COMMON TRUST FUND   2021-01-31 2021-12-17
19.435 AGGREGATE BOND COMMON TRUST FUND   2021-08-31 2021-12-17
67.684 DIVIDEND INCOME COMMON TRUST FUND   2015-04-10 2021-12-17
138.431 DIVIDEND INCOME COMMON TRUST FUND   2016-01-08 2021-12-17
12.256 DIVIDEND INCOME COMMON TRUST FUND   2016-10-14 2021-12-17
24.281 DIVIDEND INCOME COMMON TRUST FUND   2019-05-24 2021-12-17
39.004 DIVIDEND INCOME COMMON TRUST FUND   2019-06-30 2021-12-17
37.818 DIVIDEND INCOME COMMON TRUST FUND   2020-01-17 2021-12-17
64.608 DIVIDEND INCOME COMMON TRUST FUND   2020-04-17 2021-12-17
12.759 DIVIDEND INCOME COMMON TRUST FUND   2020-05-31 2021-12-17
1300.69 LARGE CAP CORE COMMON TRUST FUND   2018-01-31 2021-12-17
567.944 LARGE CAP CORE COMMON TRUST FUND   2018-03-31 2021-12-17
439.556 LARGE CAP CORE COMMON TRUST FUND   2018-06-30 2021-12-17
273.127 LARGE CAP CORE COMMON TRUST FUND   2019-05-24 2021-12-17
1597.813 AGGREGATE BOND COMMON TRUST FUND   2014-04-17 2022-01-31
1300.206 AGGREGATE BOND COMMON TRUST FUND   2016-01-08 2022-01-31
90.87 AGGREGATE BOND COMMON TRUST FUND   2016-08-31 2022-01-31
845.358 AGGREGATE BOND COMMON TRUST FUND   2017-02-03 2022-01-31
122.306 AGGREGATE BOND COMMON TRUST FUND   2017-06-30 2022-01-31
2501.491 AGGREGATE BOND COMMON TRUST FUND   2019-04-30 2022-01-31
93.847 AGGREGATE BOND COMMON TRUST FUND   2019-05-24 2022-01-31
73.434 AGGREGATE BOND COMMON TRUST FUND   2019-06-30 2022-01-31
2386.201 AGGREGATE BOND COMMON TRUST FUND   2020-01-17 2022-01-31
504.725 AGGREGATE BOND COMMON TRUST FUND   2020-04-17 2022-01-31
557.016 AGGREGATE BOND COMMON TRUST FUND   2020-05-31 2022-01-31
1572.574 AGGREGATE BOND COMMON TRUST FUND   2020-11-30 2022-01-31
1643.02 AGGREGATE BOND COMMON TRUST FUND   2021-01-31 2022-01-31
980.087 AGGREGATE BOND COMMON TRUST FUND   2021-08-31 2022-01-31
211. ISHARES CORE TOT U S BD MKT ETF   2015-04-10 2022-01-31
140. ISHARES CORE TOT U S BD MKT ETF   2016-05-31 2022-01-31
9. ISHARES CORE TOT U S BD MKT ETF   2016-08-31 2022-01-31
12. ISHARES CORE TOT U S BD MKT ETF   2017-06-30 2022-01-31
1455. ISHARES CORE TOT U S BD MKT ETF   2019-04-30 2022-01-31
21. ISHARES CORE TOT U S BD MKT ETF   2019-05-24 2022-01-31
309. ISHARES CORE TOT U S BD MKT ETF   2020-08-31 2022-01-31
249. ISHARES CORE TOT U S BD MKT ETF   2021-01-29 2022-01-31
9891.137 PIMCO FOREIGN BD US$HD INSTL   2019-04-30 2022-01-31
94.56 PIMCO FOREIGN BD US$HD INSTL   2019-05-24 2022-01-31
1699. PIMCO FOREIGN BD US$HD INSTL   2020-08-31 2022-01-31
1834. PIMCO FOREIGN BD US$HD INSTL   2021-06-01 2022-01-31
1537. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-03-20 2022-01-31
221. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-05-29 2022-01-31
298. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-11-30 2022-01-31
772. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-03-20 2022-01-31
111. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-05-29 2022-01-31
148. SPDR BLOOMBERG 1-3 MNTH T BILL ETF   2020-11-30 2022-01-31
592.861 SMALL CAP VALUE COMMON TRUST FUND   2013-06-07 2022-05-31
226.75 SMALL CAP VALUE COMMON TRUST FUND   2019-04-30 2022-05-31
52.32 SMALL CAP VALUE COMMON TRUST FUND   2019-05-24 2022-05-31
27.323 SMALL CAP VALUE COMMON TRUST FUND   2019-06-30 2022-05-31
219.379 SMALL CAP VALUE COMMON TRUST FUND   2020-01-17 2022-05-31
195.79 SMALL CAP VALUE COMMON TRUST FUND   2020-03-20 2022-05-31
350.346 SMALL CAP VALUE COMMON TRUST FUND   2021-01-31 2022-05-31
481.137 SMALL CAP VALUE COMMON TRUST FUND   2021-11-30 2022-05-31
511. VANGUARD FTSE DEVELOPED MARKETS ETF   2015-04-10 2022-05-31
389. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-05-31 2022-05-31
28. VANGUARD FTSE DEVELOPED MARKETS ETF   2016-08-31 2022-05-31
993. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-02-01 2022-05-31
214. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-03-31 2022-05-31
3. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-03-31 2022-05-31
199. VANGUARD FTSE DEVELOPED MARKETS ETF   2017-06-30 2022-05-31
152. VANGUARD FTSE DEVELOPED MARKETS ETF   2019-05-24 2022-05-31
426. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-01-17 2022-05-31
561. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2022-05-31
27. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-03-20 2022-05-31
770. VANGUARD FTSE DEVELOPED MARKETS ETF   2020-08-31 2022-05-31
518.315 INTERNATIONAL FOCUSED EQUITY CTF   2015-04-10 2022-05-31
3388.133 INTERNATIONAL FOCUSED EQUITY CTF   2016-01-08 2022-05-31
252.229 INTERNATIONAL FOCUSED EQUITY CTF   2019-05-24 2022-05-31
668.725 INTERNATIONAL FOCUSED EQUITY CTF   2020-01-17 2022-05-31
260.236 INTERNATIONAL FOCUSED EQUITY CTF   2020-05-31 2022-05-31
1192.911 INTERNATIONAL FOCUSED EQUITY CTF   2020-08-31 2022-05-31
4363.4 SMALL CAP CORE COMMON TRUST FUND   2018-01-31 2022-05-31
1132.159 SMALL CAP CORE COMMON TRUST FUND   2018-06-30 2022-05-31
1536.618 SMALL CAP CORE COMMON TRUST FUND   2019-04-30 2022-05-31
313.847 SMALL CAP CORE COMMON TRUST FUND   2019-05-24 2022-05-31
425.869 MID CAP VALUE COMMON TRUST FUND   2013-06-07 2022-05-31
53.69 MID CAP VALUE COMMON TRUST FUND   2014-11-21 2022-05-31
179.769 MID CAP VALUE COMMON TRUST FUND   2019-04-30 2022-05-31
29.511 MID CAP VALUE COMMON TRUST FUND   2019-05-24 2022-05-31
106.866 MID CAP VALUE COMMON TRUST FUND   2020-05-31 2022-05-31
102.756 MID CAP VALUE COMMON TRUST FUND   2021-11-30 2022-05-31
1197.717 SMALL CAP GROWTH LEADERS CTF   2016-01-08 2022-07-15
252.013 SMALL CAP GROWTH LEADERS CTF   2019-04-30 2022-07-15
57.946 SMALL CAP GROWTH LEADERS CTF   2019-05-24 2022-07-15
316.926 SMALL CAP GROWTH LEADERS CTF   2020-01-17 2022-07-15
477.489 SMALL CAP GROWTH LEADERS CTF   2021-01-31 2022-07-15
673.619 SMALL CAP GROWTH LEADERS CTF   2022-01-31 2022-07-15
898.29 SMALL CAP VALUE COMMON TRUST FUND   2013-06-07 2022-07-15
343.566 SMALL CAP VALUE COMMON TRUST FUND   2019-04-30 2022-07-15
79.275 SMALL CAP VALUE COMMON TRUST FUND   2019-05-24 2022-07-15
41.399 SMALL CAP VALUE COMMON TRUST FUND   2019-06-30 2022-07-15
332.398 SMALL CAP VALUE COMMON TRUST FUND   2020-01-17 2022-07-15
296.656 SMALL CAP VALUE COMMON TRUST FUND   2020-03-20 2022-07-15
530.836 SMALL CAP VALUE COMMON TRUST FUND   2021-01-31 2022-07-15
729.007 SMALL CAP VALUE COMMON TRUST FUND   2021-11-30 2022-07-15
2727. BLACKROCK ULTRA SHORT- TERM BOND ETF   2022-01-31 2022-07-15
1006. BLACKROCK ULTRA SHORT- TERM BOND ETF   2022-05-31 2022-07-15
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CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 18,237   19,526 -1,289
b 37,299   38,177 -878
c 3,302   3,504 -202
d 6,542   6,508 34
e 10,509   10,654 -145
10,190   11,291 -1,101
17,408   17,330 78
3,438   3,542 -104
69,983   31,021 38,962
1,200   588 612
4,399   2,860 1,539
6,398   3,503 2,895
41,507   38,175 3,332
18,124   15,866 2,258
14,027   12,557 1,470
8,716   8,034 682
36,211   32,342 3,869
1,711   1,650 61
27,253   29,341 -2,088
55,739   57,465 -1,726
4,935   5,268 -333
9,777   9,808 -31
15,705   16,043 -338
15,228   16,945 -1,717
26,015   26,114 -99
5,137   5,331 -194
68,031   44,333 23,698
4,678   2,908 1,770
11,289   7,358 3,931
4,020   2,816 1,204
10,488   5,300 5,188
6,779   4,705 2,074
56,535   33,548 22,987
3,638   2,073 1,565
9,037   5,416 3,621
9,842   4,769 5,073
536   364 172
70,071   29,248 40,823
849   392 457
4,247   2,600 1,647
6,795   3,503 3,292
561   550 11
457   447 10
32   32  
297   288 9
43   42 1
879   861 18
33   33  
26   26  
838   850 -12
177   183 -6
196   202 -6
552   568 -16
577   586 -9
344   348 -4
6,948   7,293 -345
14,210   14,289 -79
1,258   1,309 -51
2,492   2,439 53
4,004   3,990 14
3,882   4,211 -329
6,632   6,495 137
1,310   1,325 -15
21,992   19,965 2,027
9,603   8,321 1,282
7,432   6,577 855
4,618   4,201 417
27,575   27,725 -150
22,439   22,536 -97
1,568   1,622 -54
14,589   14,528 61
2,111   2,125 -14
43,171   43,444 -273
1,620   1,639 -19
1,267   1,305 -38
41,182   42,854 -1,672
8,711   9,210 -499
9,613   10,167 -554
27,140   28,637 -1,497
28,356   29,565 -1,209
16,915   17,531 -616
23,566   23,506 60
15,636   15,510 126
1,005   1,014 -9
1,340   1,315 25
162,506   158,075 4,431
2,345   2,298 47
34,512   36,604 -2,092
27,810   29,226 -1,416
105,341   107,813 -2,472
1,007   1,035 -28
18,094   18,536 -442
19,532   19,954 -422
140,458   140,898 -440
20,196   20,235 -39
27,233   27,280 -47
70,558   70,770 -212
10,145   10,163 -18
13,527   13,548 -21
25,670   26,027 -357
9,818   9,876 -58
2,265   2,166 99
1,183   1,162 21
9,499   9,891 -392
8,477   6,332 2,145
15,170   17,135 -1,965
20,833   21,093 -260
23,261   20,960 2,301
17,707   14,243 3,464
1,275   1,034 241
45,202   37,858 7,344
9,741   8,425 1,316
137   118 19
9,059   8,227 832
6,919   6,174 745
19,392   19,019 373
25,537   17,093 8,444
1,229   825 404
35,051   32,390 2,661
8,474   9,771 -1,297
55,393   55,338 55
4,124   4,450 -326
10,933   12,563 -1,630
4,255   4,508 -253
19,503   23,122 -3,619
52,025   59,578 -7,553
13,499   15,800 -2,301
18,321   20,916 -2,595
3,742   4,118 -376
21,297   21,324 -27
2,685   2,825 -140
8,990   9,140 -150
1,476   1,460 16
5,344   4,915 429
5,139   5,339 -200
48,162   56,722 -8,560
10,134   13,118 -2,984
2,330   2,915 -585
12,744   16,476 -3,732
19,201   26,783 -7,582
27,087   28,354 -1,267
35,636   38,628 -2,992
13,630   14,655 -1,025
3,145   3,210 -65
1,642   1,723 -81
13,186   14,688 -1,502
11,769   9,327 2,442
21,059   25,486 -4,427
28,920   31,304 -2,384
136,220   137,406 -1,186
50,252   50,471 -219
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
      134,773
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       -1,289
b       -878
c       -202
d       34
e       -145
      -1,101
      78
      -104
      38,962
      612
      1,539
      2,895
      3,332
      2,258
      1,470
      682
      3,869
      61
      -2,088
      -1,726
      -333
      -31
      -338
      -1,717
      -99
      -194
      23,698
      1,770
      3,931
      1,204
      5,188
      2,074
      22,987
      1,565
      3,621
      5,073
      172
      40,823
      457
      1,647
      3,292
      11
      10
       
      9
      1
      18
       
       
      -12
      -6
      -6
      -16
      -9
      -4
      -345
      -79
      -51
      53
      14
      -329
      137
      -15
      2,027
      1,282
      855
      417
      -150
      -97
      -54
      61
      -14
      -273
      -19
      -38
      -1,672
      -499
      -554
      -1,497
      -1,209
      -616
      60
      126
      -9
      25
      4,431
      47
      -2,092
      -1,416
      -2,472
      -28
      -442
      -422
      -440
      -39
      -47
      -212
      -18
      -21
      -357
      -58
      99
      21
      -392
      2,145
      -1,965
      -260
      2,301
      3,464
      241
      7,344
      1,316
      19
      832
      745
      373
      8,444
      404
      2,661
      -1,297
      55
      -326
      -1,630
      -253
      -3,619
      -7,553
      -2,301
      -2,595
      -376
      -27
      -140
      -150
      16
      429
      -200
      -8,560
      -2,984
      -585
      -3,732
      -7,582
      -1,267
      -2,992
      -1,025
      -65
      -81
      -1,502
      2,442
      -4,427
      -2,384
      -1,186
      -219
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2,134,144
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 31,780
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 31,780
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 58,634
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 58,634
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 26,854
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,890 RefundedBullet 11 10,964
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletCT
    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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 653067DALLASTX ZIP+4bullet752653067
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BANK OF AMERICAClick to see attachment TRUSTEE
    1     		106,468    
    PO BOX 653067
    DALLAS,TX752653067
    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.........................bullet  
    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
    13,219,645
    b
    Average of monthly cash balances.......................
    1b
    431,590
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,651,235
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    13,651,235
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    204,769
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,446,466
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    672,323
    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
    672,323
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    31,780
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    31,780
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    640,543
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    640,543
    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
    640,543
    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 7 640,543
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 192,340
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 769,409
    a Applied to 2020, but not more than line 2a 192,340
    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..... 577,069
    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 ..........     		63,474
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    HARTFORD MEDICAL SOCIETY
    C/O TESSA W O'SULLIVANDIR
    1350 MAIN ST STE 1508
    SPRINGFIELD,CT011031670     		N/A PC UNRESTRICTED GENERAL 103,758
    HARTFORD HOSP-JEFFERSON HOUSE
    80 SEYMOUR STREET
    HARTFORD,CT061152701     		N/A PC UNRESTRICTED GENERAL 103,758
    ST FRANCIS HOSPITAL
    DONNA GILBERT DIR OF ACCOUNTING
    114 WOODLAND STREET
    HARTFORD,CT061051208     		N/A PC UNRESTRICTED GENERAL 103,758
    CONNECTICUT HUMANE SOCIETY
    ATTN DEVELOPMENT
    701 RUSSELL RD
    NEWINGTON,CT061111527     		N/A PC UNRESTRICTED GENERAL 103,758
    VILLAGE FOR FAMILIES & CHILDREN
    1680 ALBANY AVE
    HARTFORD,CT061051001     		N/A PC UNRESTRICTED GENERAL 103,758
    CONNECTICUT INST FOR THE BLIND
    C/O CHRISTINE LEIBY CFO & TRES
    120 HOLCOMB STREET
    HARTFORD,CT061121529     		N/A PC UNRESTRICTED GENERAL 103,758
    HARTFORD HOSPITAL
    JULIE DROUIN
    80 SEYMOUR ST
    HARTFORD,CT061152701     		N/A PC UNRESTRICTED GENERAL 103,758
    Total .................................bullet 3a 726,306
    bApproved for future payment
    Total .................................bullet 3b  
    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 2,134,144  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND     		    1 10,666  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   2,391,209  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,391,209
    (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:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE - BOA 1,250 750   500

    TY 2021 CompensationExplanation
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Person Name Explanation
    BANK OF AMERICA SEE ATTACHED

    TY 2021 GeneralExplanationAttachment
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Identifier Return Reference Explanation
    FEDERAL FOOTNOTE PART VIII LIST OF OFFICERS AND DIRECTORS THE COMPENSATION SHOWN ON THE RETURN THAT IS PAID TO BANK OF AMERICA, N.A. AS CORPORATE TRUSTEE IS NOT CALCULATED BASED UPON AN HOURLY RATE FOR THE TIME SPENT BY THE TRUSTEE; RATHER, BANK OF AMERICA'S COMPENSATION AS CORPORATE TRUSTEE IS CALCULATED USING A MARKET VALUE FEE SCHEDULE. THE TRUST OFFICER'S TIME SPENT PERFORMING ADMINISTRATIVE RESPONSIBILITIES FOR THIS FOUNDATION AVERAGES ONE HOUR PER WEEK. IN ADDITION, TIME IS SPENT BY OTHER STAFF MEMBERS FOR RECORDKEEPING, INVESTMENT MANAGEMENT, INCOME COLLECTION, RENDERING STATEMENTS AND ACCOUNTINGS, REGULATORY REPORTING, REGULATORY COMPLIANCE, AND TAX SERVICES.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Name of Stock End of Year Book Value End of Year Fair Market Value
    922042858 VANGUARD FTSE EMERGI 234,703 187,758
    207543877 SMALL CAP GROWTH LEA 417,043 365,302
    303995997 SMALL CAP VALUE COMM 387,501 372,526
    323991307 MID CAP GROWTH COMMO 516,662 430,169
    202671913 AGGREGATE BOND COMMO 2,344,351 2,142,071
    464287226 ISHARES CORE US AGGR    
    464287507 ISHARES CORE S&P MID 343,690 525,323
    921943858 VANGUARD FTSE DEVELO 803,473 833,395
    29099J109 EMERGING MARKETS STO 748,222 544,127
    45399C107 DIVIDEND INCOME COMM 1,046,286 922,272
    99Z466197 INTERNATIONAL FOCUSE 944,538 818,085
    922908363 VANGUARD 500 INDEX F 439,685 862,481
    74253Q747 PRINCIPAL MIDCAP FUN 347,536 461,598
    99Z639934 LARGE CAP CORE COMMO 960,628 887,482
    99Z639942 MID CAP CORE COMMON 546,025 511,835
    99Z639959 SMALL CAP CORE COMMO 439,193 395,039
    52469H784 CLEARBRIDGE LARGE CA    
    77954Q403 T ROWE PRICE BLUE CH 451,329 454,789
    693390882 PIMCO FOREIGN BD US$    
    78468R663 SPDR BLOOMBERG BARCL    
    74440Y884 PGIM HIGH YIELD FUND 132,401 120,116
    99Z665806 MID CAP VALUE COMMON 472,795 426,942
    52469H255 CLEARBRIDGE LARGE CA 454,278 440,653

    TY 2021 LegalFeesSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - PRINCIPAL (ALLOCA 8     8
    LEGAL FEES - INCOME (ALLOCABLE 8     8


    TY 2021 OtherDecreasesSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Description Amount
    CTF ADJUSTMENTS 1,860,224
    ROUNDING 4


    TY 2021 OtherExpensesSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER ALLOCABLE EXPENSE-PRINCI 3,461 3,461   0
    OTHER ALLOCABLE EXPENSE-INCOME 3,461 3,461   0


    TY 2021 OtherIncomeSchedule2
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 10,666 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Description Amount
    SALES ADJUSTMENT 94,199


    TY 2021 TaxesSchedule
    Name:
    CRARY DAVID JR EST TR
    EIN:
    06-6027764
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 9,066 9,066   0
    EXCISE TAX ESTIMATES 53,472 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,368 1,368   0
    FOREIGN TAXES ON NONQUALIFIED 493 493   0