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 01-01-2021 , and ending 12-31-2021
Name of foundation
THE ROBERT E MARKS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)72 GLENVILLE ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

26-1289603
B Telephone number (see instructions)

(203) 629-3306
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$14,844J 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 2 2  
4 Dividends and interest from securities... 12,353 12,353  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 261,804
b Gross sales price for all assets on line 6a 2,203,360
7 Capital gain net income (from Part IV, line 2)... 261,804
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........ 274,159 274,159  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,000 0   2,000
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 9,442 9,442   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 100 100   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 11,542 9,542   2,000
25 Contributions, gifts, grants paid....... 1,368,857 1,368,857
26 Total expenses and disbursements. Add lines 24 and 25 1,380,399 9,542   1,370,857
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,106,240
b Net investment income (if negative, enter -0-) 264,617
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 7,596 14,727 14,727
2 Savings and temporary cash investments......... 38,213 117 117
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,075,275 0 0
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)..........      
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) 1,121,084 14,844 14,844
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 1,121,084 14,844
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,121,084 14,844
30 Total liabilities and net assets/fund balances (see instructions). 1,121,084 14,844
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
1,121,084
2
Enter amount from Part I, line 27a .....................
2
-1,106,240
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
14,844
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
14,844
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 APPLE INC P 2014-10-17 2021-03-30
b APPLE INC P 2014-10-17 2021-07-26
c APPLE INC P 2014-11-24 2021-07-26
d APPLE INC P 2021-02-17 2021-07-26
e ABBOTT LABORATORIES P 2019-02-26 2021-07-26
ABBOTT LABORATORIES P 2019-02-27 2021-07-26
ABBOTT LABORATORIES P 2021-02-17 2021-07-26
ADVANCED MICRO DEVICES P 2020-07-14 2021-07-26
ADVANCED MICRO DEVICES P 2021-02-17 2021-07-26
VANGUARD LONG TRM BD ETF P 2019-04-09 2021-02-17
VANGUARD LONG TRM BD ETF P 2019-05-14 2021-02-17
VANGUARD LONG TRM BD ETF P 2019-10-22 2021-02-17
VANGUARD LONG TRM BD ETF P 2019-10-23 2021-02-17
VANGUARD LONG TRM BD ETF P 2019-10-23 2021-07-26
VANGUARD LONG TRM BD ETF P 2020-10-14 2021-07-26
VANGUARD TOTAL BOND ETF P 2017-05-11 2021-02-17
VANGUARD TOTAL BOND ETF P 2019-02-01 2021-02-17
VANGUARD TOTAL BOND ETF P 2019-02-04 2021-02-17
VANGUARD TOTAL BOND ETF P 2019-02-04 2021-03-30
VANGUARD TOTAL BOND ETF P 2019-02-04 2021-07-26
VANGUARD TOTAL BOND ETF P 2019-05-14 2021-07-26
VANGUARD TOTAL BOND ETF P 2019-10-22 2021-07-26
VANGUARD TOTAL BOND ETF P 2019-10-23 2021-07-26
VANGUARD TOTAL BOND ETF P 2020-07-17 2021-07-26
VANGUARD TOTAL BOND ETF P 2020-10-14 2021-07-26
VANGUARD TOTAL BOND ETF P 2021-01-29 2021-07-26
VANGUARD TOTAL BOND ETF P 2021-02-01 2021-07-26
VANGUARD SHORT TERM ETF P 2021-02-18 2021-03-30
VANGUARD SHORT TERM ETF P 2021-02-18 2021-07-20
VANGUARD SHORT TERM ETF P 2021-02-18 2021-07-21
VANGUARD SHORT TERM ETF P 2021-02-19 2021-07-21
VANGUARD SHORT TERM ETF P 2021-03-16 2021-07-21
VANGUARD SHORT TERM ETF P 2021-03-16 2021-07-26
VANGUARD SHORT TERM ETF P 2021-03-17 2021-07-26
CATERPILLAR INC P 2021-01-29 2021-03-30
CATERPILLAR INC P 2021-01-29 2021-07-26
CATERPILLAR INC P 2021-02-01 2021-07-26
CATERPILLAR INC P 2021-02-02 2021-07-26
CATERPILLAR INC P 2021-02-17 2021-07-26
CHARTER COMMUNICATIONS P 2020-01-22 2021-02-18
CHARTER COMMUNICATIONS P 2020-01-22 2021-02-19
CHARTER COMMUNICATIONS P 2020-01-22 2021-02-22
CHARTER COMMUNICATIONS P 2021-02-17 2021-02-22
CAPITAL ONE FINL CORP P 2021-05-19 2021-07-26
CAPITAL ONE FINL CORP P 2021-05-20 2021-07-26
CAPITAL ONE FINL CORP P 2021-05-21 2021-07-26
COSTCO WHSL CORP NEW P 2015-05-15 2021-02-18
COSTCO WHSL CORP NEW P 2017-05-11 2021-02-19
COSTCO WHSL CORP NEW P 2017-05-11 2021-02-22
COSTCO WHSL CORP NEW P 2021-02-17 2021-02-22
DEERE & CO P 2020-12-02 2021-03-30
DEERE & CO P 2020-12-02 2021-07-26
DEERE & CO P 2021-02-17 2021-07-26
DOLLAR GENERAL CORP P 2020-04-14 2021-03-16
DOLLAR GENERAL CORP P 2020-04-14 2021-03-17
DOLLAR GENERAL CORP P 2020-04-15 2021-03-17
DOLLAR GENERAL CORP P 2020-04-15 2021-03-18
DOLLAR GENERAL CORP P 2021-02-17 2021-03-18
DANAHER CORP P 2019-06-26 2021-04-15
DANAHER CORP P 2019-06-26 2021-04-16
DANAHER CORP P 2019-06-26 2021-04-19
DANAHER CORP P 2021-02-17 2021-04-19
ISHARES JPM USD EMR ETF P 2018-06-19 2021-02-17
ISHARES JPM USD EMR ETF P 2018-06-20 2021-02-17
ISHARES JPM USD EMR ETF P 2018-06-20 2021-03-30
ISHARES JPM USD EMR ETF P 2018-06-20 2021-07-26
ISHARES JPM USD EMR ETF P 2019-05-14 2021-07-26
ISHARES JPM USD EMR ETF P 2020-04-14 2021-07-26
ISHARES JPM USD EMR ETF P 2020-04-15 2021-07-26
EATON CORP PLC P 2021-01-29 2021-03-30
EATON CORP PLC P 2021-01-29 2021-07-26
EATON CORP PLC P 2021-02-01 2021-07-26
EATON CORP PLC P 2021-02-02 2021-07-26
EATON CORP PLC P 2021-02-17 2021-07-26
ISHARES MSCI CANADA ETF P 2021-05-19 2021-07-26
ISHARES MSCI CANADA ETF P 2021-05-20 2021-07-26
ISHARES MSCI FRANCE ETF P 2021-05-19 2021-07-26
ISHARES MSCI FRANCE ETF P 2021-05-20 2021-07-26
ISHARES MSCI TAIWAN ETF P 2020-09-22 2021-02-17
ISHARES MSCI TAIWAN ETF P 2020-09-22 2021-03-30
ISHARES MSCI TAIWAN ETF P 2020-09-22 2021-07-26
ISHARES MSCI TAIWAN ETF P 2020-09-23 2021-07-26
ISHARES MSCI S KOREA ETF P 2021-01-29 2021-03-30
ISHARES MSCI S KOREA ETF P 2021-01-29 2021-07-26
ISHARES MSCI S KOREA ETF P 2021-02-01 2021-07-26
ISHARES MSCI S KOREA ETF P 2021-02-17 2021-07-26
FREEPORT-MCMORAN INC P 2021-03-16 2021-03-30
FREEPORT-MCMORAN INC P 2021-03-16 2021-07-26
FREEPORT-MCMORAN INC P 2021-03-17 2021-07-26
FREEPORT-MCMORAN INC P 2021-03-18 2021-07-26
FIRST REP BK SAN FRAN CA P 2021-02-18 2021-03-30
FIRST REP BK SAN FRAN CA P 2021-02-18 2021-07-26
FIRST REP BK SAN FRAN CA P 2021-02-19 2021-07-26
FIRST REP BK SAN FRAN CA P 2021-02-22 2021-07-26
GOLDMAN SACHS GROUP INC P 2021-03-16 2021-03-30
GOLDMAN SACHS GROUP INC P 2021-03-16 2021-07-26
GOLDMAN SACHS GROUP INC P 2021-03-17 2021-07-26
GOLDMAN SACHS GROUP INC P 2021-03-18 2021-07-26
HOME DEPOT INC P 2017-09-13 2021-01-29
HOME DEPOT INC P 2017-09-13 2021-02-01
HOME DEPOT INC P 2017-09-13 2021-02-02
HESS CORPORATION P 2021-05-19 2021-07-26
HESS CORPORATION P 2021-05-20 2021-07-26
HESS CORPORATION P 2021-05-21 2021-07-26
ISHARES IBOXX $ HGH ETF P 2019-05-14 2021-02-17
ISHARES IBOXX $ HGH ETF P 2019-05-14 2021-03-30
ISHARES IBOXX $ HGH ETF P 2019-05-14 2021-07-26
ISHARES CR MSCI EAFE ETF P 2021-02-17 2021-03-30
ISHARES CR MSCI EAFE ETF P 2021-02-17 2021-07-26
ISHARES CR MSCI EAFE ETF P 2021-07-20 2021-07-26
ISHARES CR MSCI EAFE ETF P 2021-07-21 2021-07-26
ISHARES CORE EMKTS ETF P 2018-09-20 2021-03-30
ISHARES CORE EMKTS ETF P 2018-09-20 2021-07-26
ISHARES CORE EMKTS ETF P 2018-09-21 2021-07-26
ISHARES CORE EMKTS ETF P 2020-12-02 2021-07-26
ISHARES CORE EMKTS ETF P 2021-02-17 2021-07-26
ISHARES CORE EMKTS ETF P 2021-07-20 2021-07-26
ISHARES CORE EMKTS ETF P 2021-07-21 2021-07-26
ISHARES GOLD TRUST E ETF P 2020-04-14 2021-01-29
ISHARES GOLD TRUST E ETF P 2020-04-15 2021-01-29
ISHARES GOLD TRUST E ETF P 2020-04-15 2021-02-01
ISHARES GOLD TRUST E ETF P 2020-10-14 2021-02-01
ISHARES S&P 500 VAL ETF P 2021-05-19 2021-07-26
ISHARES S&P 500 VAL ETF P 2021-05-20 2021-07-26
ISHARES RUSSELL 2000 ETF P 2018-01-12 2021-03-30
ISHARES RUSSELL 2000 ETF P 2018-10-26 2021-03-30
ISHARES RUSSELL 2000 ETF P 2018-10-26 2021-07-26
ISHARES RUSSELL 2000 ETF P 2019-07-17 2021-07-26
ISHARES RUSSELL 2000 ETF P 2019-07-18 2021-07-26
ISHARES RUSSELL 2000 ETF P 2020-02-19 2021-07-26
ISHARES RUSSELL 2000 ETF P 2020-02-20 2021-07-26
ISHARES RUSSELL 2000 ETF P 2020-02-21 2021-07-26
ISHARES RUSSELL 2000 ETF P 2020-04-01 2021-07-26
ISHARES RUSSELL 2000 ETF P 2021-01-07 2021-07-26
ISHARES RUSSELL 2000 ETF P 2021-01-08 2021-07-26
ISHARES RUSSELL 2000 ETF P 2021-01-29 2021-07-26
ISHARES RUSSELL 2000 ETF P 2021-02-01 2021-07-26
ISHARES RUSSELL 2000 ETF P 2021-02-17 2021-07-26
ISHS RUSSL 2000 VAL ETF P 2021-03-16 2021-03-30
ISHS RUSSL 2000 VAL ETF P 2021-03-16 2021-07-26
ISHS RUSSL 2000 VAL ETF P 2021-03-17 2021-07-26
ISHS RUSSL 2000 VAL ETF P 2021-04-15 2021-07-26
ISHS RUSSL 2000 VAL ETF P 2021-04-16 2021-07-26
ISHS RUSSL 2000 VAL ETF P 2021-04-19 2021-07-26
ISHS RUSSL 2000GRWTH ETF P 2019-07-17 2021-02-17
ISHS RUSSL 2000GRWTH ETF P 2019-07-17 2021-03-30
ISHS RUSSL 2000GRWTH ETF P 2019-07-17 2021-05-19
ISHS RUSSL 2000GRWTH ETF P 2019-07-17 2021-05-20
ISHS RUSSL 2000GRWTH ETF P 2019-07-18 2021-05-20
ISHS RUSSL 2000GRWTH ETF P 2019-07-18 2021-07-26
ISHS RUSSL 2000GRWTH ETF P 2020-09-22 2021-07-26
ISHS RUSSL 2000GRWTH ETF P 2020-09-23 2021-07-26
ISHARES RUSSL M/CAP ETF P 2019-01-08 2021-01-29
ISHARES RUSSL M/CAP ETF P 2019-01-09 2021-01-29
ISHARES RUSSL M/CAP ETF P 2019-01-09 2021-02-01
ISHARES RUSSL M/CAP ETF P 2019-01-10 2021-02-01
ISHARES RUSSL M/CAP ETF P 2019-01-10 2021-03-16
ISHARES RUSSL M/CAP ETF P 2019-01-10 2021-03-17
ISHARES RUSSL M/CAP ETF P 2019-06-04 2021-03-17
ISHARES RUSSL M/CAP ETF P 2019-06-04 2021-03-30
ISHARES RUSSL M/CAP ETF P 2019-06-04 2021-05-19
ISHARES RUSSL M/CAP ETF P 2019-06-05 2021-05-19
ISHARES RUSSL M/CAP ETF P 2021-02-17 2021-05-19
ISHARES RUSSL M/CAP ETF P 2021-02-17 2021-05-20
ISHARES RUSSL M/CAP ETF P 2021-02-17 2021-07-26
ISHARES RUSSL M/CAP ETF P 2019-05-07 2021-03-30
ISHARES RUSSL M/CAP ETF P 2019-05-07 2021-07-20
ISHARES RUSSL M/CAP ETF P 2019-05-07 2021-07-21
ISHARES RUSSL M/CAP ETF P 2019-06-04 2021-07-21
ISHARES RUSSL M/CAP ETF P 2019-06-05 2021-07-21
ISHARES RUSSL M/CAP ETF P 2019-06-05 2021-07-26
ISHARES RUSSL M/CAP ETF P 2019-07-17 2021-07-26
ISHARES RUSSL M/CAP ETF P 2019-07-18 2021-07-26
ISHARES RUSSL M/CAP ETF P 2020-02-19 2021-07-26
ISHARES RUSSL M/CAP ETF P 2020-02-28 2021-07-26
ISHARES RUSSL M/CAP ETF P 2021-02-17 2021-07-26
ISHS RUSSL M/CAP VAL ETF P 2021-04-15 2021-07-26
ISHS RUSSL M/CAP VAL ETF P 2021-04-16 2021-07-26
ISHS RUSSL M/CAP VAL ETF P 2021-04-19 2021-07-26
ISHS RUSSL M/CAP VAL ETF P 2021-05-19 2021-07-26
ISHS RUSSL M/CAP VAL ETF P 2021-05-20 2021-07-26
JOHNSON CTLS INTL PLC P 2021-05-19 2021-07-26
JOHNSON CTLS INTL PLC P 2021-05-20 2021-07-26
JOHNSON CTLS INTL PLC P 2021-05-21 2021-07-26
SPDR BLOOMBERG ETF P 2019-07-17 2021-02-17
SPDR BLOOMBERG ETF P 2019-07-17 2021-03-16
SPDR BLOOMBERG ETF P 2019-07-18 2021-03-16
SPDR BLOOMBERG ETF P 2019-07-18 2021-03-17
SPDR BLOOMBERG ETF P 2019-07-18 2021-03-30
SPDR BLOOMBERG ETF P 2019-07-18 2021-07-26
SPDR BLOOMBERG ETF P 2020-04-14 2021-07-26
SPDR BLOOMBERG ETF P 2020-04-15 2021-07-26
SPDR BLOOMBERG ETF P 2020-08-20 2021-07-26
SPDR BLOOMBERG ETF P 2020-08-21 2021-07-26
LINDE PLC P 2020-09-22 2021-03-16
LINDE PLC P 2020-09-22 2021-03-17
LINDE PLC P 2020-09-23 2021-03-17
LINDE PLC P 2020-09-23 2021-03-18
LINDE PLC P 2021-02-17 2021-03-18
LOWES COMPANIES INC P 2020-07-14 2021-07-26
LOWES COMPANIES INC P 2021-02-17 2021-07-26
LOWES COMPANIES INC P 2021-03-30 2021-07-26
ISHARES IBOXX&INVT ETF P 2019-05-14 2021-02-17
ISHARES IBOXX&INVT ETF P 2020-06-02 2021-02-17
ISHARES IBOXX&INVT ETF P 2020-06-03 2021-02-17
ISHARES IBOXX&INVT ETF P 2020-08-20 2021-02-17
ISHARES IBOXX&INVT ETF P 2020-08-20 2021-03-30
ISHARES IBOXX&INVT ETF P 2020-08-20 2021-07-26
ISHARES IBOXX&INVT ETF P 2020-08-21 2021-07-26
ISHARES IBOXX&INVT ETF P 2020-10-22 2021-07-26
LAM RESEARCH CORPORATION P 2021-02-18 2021-07-26
LAM RESEARCH CORPORATION P 2021-02-19 2021-07-26
LAM RESEARCH CORPORATION P 2021-02-22 2021-07-26
ISHARES MBS ETF P 2019-02-01 2021-02-17
ISHARES MBS ETF P 2019-02-04 2021-02-17
ISHARES MBS ETF P 2019-05-14 2021-02-17
METLIFE INC P 2021-04-15 2021-07-26
METLIFE INC P 2021-04-16 2021-07-26
METLIFE INC P 2021-04-19 2021-07-26
MICROSOFT CORP P 2015-05-15 2021-02-18
MICROSOFT CORP P 2015-05-15 2021-02-19
MICROSOFT CORP P 2015-05-15 2021-02-22
MICROSOFT CORP P 2017-05-11 2021-02-22
MICROSOFT CORP P 2017-05-11 2021-07-26
MICROSOFT CORP P 2021-02-17 2021-07-26
MORGAN STANLEY & CO P 2021-01-29 2021-03-30
MORGAN STANLEY & CO P 2021-01-29 2021-07-26
MORGAN STANLEY & CO P 2021-02-01 2021-07-26
MORGAN STANLEY & CO P 2021-02-02 2021-07-26
MORGAN STANLEY & CO P 2021-02-17 2021-07-26
NEXTERA ENERGY INC P 2019-10-22 2021-03-16
NEXTERA ENERGY INC P 2019-10-22 2021-03-17
NEXTERA ENERGY INC P 2019-10-23 2021-03-17
NEXTERA ENERGY INC P 2020-04-01 2021-03-17
NEXTERA ENERGY INC P 2020-04-01 2021-03-18
NEXTERA ENERGY INC P 2021-02-17 2021-03-18
NEWMONT CORP P 2020-08-20 2021-02-18
NEWMONT CORP P 2020-08-20 2021-02-19
NEWMONT CORP P 2020-08-21 2021-02-19
NEWMONT CORP P 2020-08-21 2021-02-22
NEWMONT CORP P 2021-02-17 2021-02-22
NIKE INC CLASS B P 2019-02-26 2021-04-15
NIKE INC CLASS B P 2019-02-27 2021-04-15
NIKE INC CLASS B P 2019-02-27 2021-04-16
NIKE INC CLASS B P 2019-02-27 2021-04-19
NIKE INC CLASS B P 2021-02-17 2021-04-19
NIKE INC CLASS B P 2021-03-30 2021-04-19
INVESCO OPTIMUM YLD ETF P 2021-07-20 2021-07-26
INVESCO OPTIMUM YLD ETF P 2021-07-21 2021-07-26
PROCTER & GAMBLE CO P 2019-10-22 2021-01-07
PROCTER & GAMBLE CO P 2019-10-23 2021-01-07
PROCTER & GAMBLE CO P 2019-10-23 2021-01-08
INVESCO TR II PFD ETF P 2017-05-11 2021-02-17
INVESCO II FNDMNTL ETF P 2019-05-14 2021-02-17
INVESCO II FNDMNTL ETF P 2019-05-14 2021-07-26
PIONEER NAT RES CO P 2021-03-16 2021-07-26
PIONEER NAT RES CO P 2021-03-17 2021-07-26
PIONEER NAT RES CO P 2021-03-18 2021-07-26
PAYPAL HOLDINGS INC P 2021-02-18 2021-07-26
PAYPAL HOLDINGS INC P 2021-02-19 2021-07-26
PAYPAL HOLDINGS INC P 2021-02-22 2021-07-26
SCHWAB CHARLES CORP NEW P 2021-03-16 2021-03-30
SCHWAB CHARLES CORP NEW P 2021-03-16 2021-07-26
SCHWAB CHARLES CORP NEW P 2021-03-17 2021-07-26
SCHWAB CHARLES CORP NEW P 2021-03-18 2021-07-26
S&P GLOBAL INC P 2019-04-09 2021-01-07
S&P GLOBAL INC P 2019-04-09 2021-01-08
SPDR S&P 500 TRUST ETF P 2019-08-16 2021-02-17
SPDR S&P 500 TRUST ETF P 2019-08-19 2021-02-18
SPDR S&P 500 TRUST ETF P 2019-08-19 2021-02-19
SPDR S&P 500 TRUST ETF P 2020-02-28 2021-02-19
SPDR S&P 500 TRUST ETF P 2020-04-14 2021-02-19
SPDR S&P 500 TRUST ETF P 2020-04-14 2021-03-16
SPDR S&P 500 TRUST ETF P 2020-04-15 2021-03-17
SPDR S&P 500 TRUST ETF P 2020-04-15 2021-07-26
SPDR S&P 500 TRUST ETF P 2020-09-22 2021-07-26
SPDR S&P 500 TRUST ETF P 2020-09-23 2021-07-26
THERMO FISHER SCI INC P 2020-01-22 2021-04-15
THERMO FISHER SCI INC P 2020-01-22 2021-04-16
THERMO FISHER SCI INC P 2020-01-22 2021-04-19
THERMO FISHER SCI INC P 2021-02-17 2021-04-19
T-MOBILE US INC P 2020-07-14 2021-03-30
T-MOBILE US INC P 2020-07-14 2021-07-26
T-MOBILE US INC P 2021-02-17 2021-07-26
TRACTOR SUPPLY COMPANY P 2020-08-20 2021-07-26
TRACTOR SUPPLY COMPANY P 2020-08-21 2021-07-26
TRACTOR SUPPLY COMPANY P 2021-02-17 2021-07-26
TRACTOR SUPPLY COMPANY P 2021-03-30 2021-07-26
UNITED RENTALS INC P 2021-04-15 2021-07-26
UNITED RENTALS INC P 2021-04-16 2021-07-26
UNITED RENTALS INC P 2021-04-19 2021-07-26
VANGUARD FTSE DEV ETF P 2021-02-17 2021-03-30
VANGUARD FTSE DEV ETF P 2021-02-17 2021-07-26
VANGUARD FTSE EMRG ETF P 2021-02-17 2021-03-30
VANGUARD FTSE EMRG ETF P 2021-02-17 2021-05-19
VANGUARD FTSE EMRG ETF P 2021-02-17 2021-05-20
VANGUARD FTSE EMRG ETF P 2021-02-17 2021-07-26
MATERIALS SECTOR SPD ETF P 2020-12-02 2021-03-30
MATERIALS SECTOR SPD ETF P 2020-12-02 2021-07-26
MATERIALS SECTOR SPD ETF P 2021-01-07 2021-07-26
MATERIALS SECTOR SPD ETF P 2021-01-08 2021-07-26
MATERIALS SECTOR SPD ETF P 2021-02-17 2021-07-26
MATERIALS SECTOR SPD ETF P 2021-07-20 2021-07-26
MATERIALS SECTOR SPD ETF P 2021-07-21 2021-07-26
SELECT COMMUNICATION ETF P 2020-01-22 2021-03-30
SELECT COMMUNICATION ETF P 2020-01-22 2021-04-15
SELECT COMMUNICATION ETF P 2020-01-22 2021-04-16
SELECT COMMUNICATION ETF P 2020-01-22 2021-04-19
SELECT COMMUNICATION ETF P 2020-01-22 2021-07-26
SELECT COMMUNICATION ETF P 2020-02-19 2021-07-26
SELECT COMMUNICATION ETF P 2020-02-28 2021-07-26
SELECT COMMUNICATION ETF P 2021-02-17 2021-07-26
SELECT FINANCIAL ETF P 2021-07-20 2021-07-26
SELECT FINANCIAL ETF P 2021-07-21 2021-07-26
TECHNOLOGY SECTOR SP ETF P 2020-02-28 2021-03-30
TECHNOLOGY SECTOR SP ETF P 2020-02-28 2021-04-15
TECHNOLOGY SECTOR SP ETF P 2020-02-28 2021-04-16
TECHNOLOGY SECTOR SP ETF P 2020-02-28 2021-04-19
TECHNOLOGY SECTOR SP ETF P 2020-04-21 2021-04-19
TECHNOLOGY SECTOR SP ETF P 2020-04-21 2021-05-19
TECHNOLOGY SECTOR SP ETF P 2020-04-21 2021-05-20
TECHNOLOGY SECTOR SP ETF P 2020-06-02 2021-05-20
TECHNOLOGY SECTOR SP ETF P 2020-06-02 2021-07-26
TECHNOLOGY SECTOR SP ETF P 2020-06-03 2021-07-26
TECHNOLOGY SECTOR SP ETF P 2021-02-17 2021-07-26
HEALTH CARE SECTOR S ETF P 2020-01-22 2021-01-07
HEALTH CARE SECTOR S ETF P 2020-01-22 2021-01-08
HEALTH CARE SECTOR S ETF P 2020-08-20 2021-01-08
HEALTH CARE SECTOR S ETF P 2020-08-20 2021-01-29
HEALTH CARE SECTOR S ETF P 2020-08-21 2021-01-29
HEALTH CARE SECTOR S ETF P 2020-08-21 2021-02-01
HEALTH CARE SECTOR S ETF P 2021-02-17 2021-02-18
HEALTH CARE SECTOR S ETF P 2021-02-17 2021-02-19
CONSUMR DISC SECTOR ETF P 2020-06-02 2021-03-30
CONSUMR DISC SECTOR ETF P 2020-06-02 2021-05-19
CONSUMR DISC SECTOR ETF P 2020-06-03 2021-05-19
CONSUMR DISC SECTOR ETF P 2020-06-03 2021-05-20
CONSUMR DISC SECTOR ETF P 2020-07-17 2021-05-20
CONSUMR DISC SECTOR ETF P 2021-01-07 2021-05-20
CONSUMR DISC SECTOR ETF P 2021-01-07 2021-07-26
CONSUMR DISC SECTOR ETF P 2021-01-08 2021-07-26
CONSUMR DISC SECTOR ETF P 2021-02-17 2021-07-26
CONSUMR DISC SECTOR ETF P 2021-02-18 2021-07-26
CONSUMR DISC SECTOR ETF P 2021-02-19 2021-07-26
ZOETIS INC P 2020-01-22 2021-03-16
ZOETIS INC P 2020-01-22 2021-03-17
ZOETIS INC P 2020-01-22 2021-03-18
ZOETIS INC P 2020-04-01 2021-03-18
ZOETIS INC P 2021-02-17 2021-03-18
AMGEN INC 3.2% 110227 P 2019-05-14 2021-02-17
APPLE INC 1.55% 080421 P 2021-02-17 2021-07-06
BANK OF AM 3.093% 100125 P 2019-05-14 2021-02-17
BLACKROCK 3.5% 031824 P 2019-05-14 2021-02-17
CITIGROUP 3.668% 072428 P 2019-05-14 2021-02-17
CITIGROUP I VAR% 102728 P 2021-02-17 2021-03-30
CITIGROUP I VAR% 102728 P 2021-02-17 2021-07-26
COMCAST 3.375% 021525 P 2019-05-14 2021-02-17
DIAGEO 2.625% 042923 P 2019-05-14 2021-02-17
FHLMC MTN 2.375% 011322 P 2019-05-14 2021-02-17
GLAXOSMITH 2.85% 050822 P 2019-05-14 2021-02-17
GOLDMAN SA 3.5% 012325 P 2021-02-17 2021-07-26
JPMORGAN CH 3.22% 030125 P 2021-02-17 2021-07-26
METLIFE 4.368%091523 P 2019-05-14 2021-02-17
MICROSOF 3.625% 121523 P 2021-02-17 2021-03-30
MICROSOF 3.625% 121523 P 2021-02-17 2021-07-26
MICROSOFT CO 2.4% 080826 P 2019-05-14 2021-02-17
ORACLE CORP 2.65% 071526 P 2019-05-14 2021-02-17
PHILLIPS 4.65% 111534 P 2019-05-14 2021-02-17
US BANCORP 2.95% 071522 P 2019-05-14 2021-02-17
UST BDS 2.875% 111546 P 2019-05-14 2021-02-17
UST INFL 0.375% 071525 P 2019-05-14 2021-02-17
UST INFL 0.375% 071525 P 2019-05-14 2021-03-30
UST INFL 0.375% 071525 P 2019-05-14 2021-07-26
UST NTS 2% 021522 P 2019-05-14 2021-02-17
UST NTS 1.75% 113021 P 2019-05-14 2021-02-17
UST NTS 2.125% 051525 P 2019-05-14 2021-02-17
UST NTS 2% 111526 P 2021-02-17 2021-07-26
WALGREENS 3.8% 111824 P 2019-05-14 2021-02-17
CAPITAL GAINS 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 598   122 476
b 1,642   269 1,373
c 19,707   3,906 15,801
d 18,363   16,092 2,271
e 478   307 171
6,089   3,922 2,167
4,059   4,320 -261
6,612   3,874 2,738
3,857   3,782 75
5,485   4,834 651
15,833   14,027 1,806
5,795   5,660 135
5,071   4,969 102
842   811 31
11,682   12,440 -758
12,553   11,751 802
11,255   10,356 899
7,705   7,083 622
677   637 40
2,856   2,626 230
17,137   16,073 1,064
7,876   7,649 227
7,876   7,661 215
260   266 -6
12,031   12,258 -227
7,270   7,344 -74
7,357   7,423 -66
575   579 -4
8,894   8,933 -39
2,222   2,233 -11
11,685   11,739 -54
4,032   4,029 3
5,598   5,592 6
9,714   9,704 10
233   184 49
1,687   1,470 217
2,108   1,844 264
2,319   2,103 216
4,006   3,839 167
1,234   1,021 213
2,445   2,041 404
601   510 91
2,404   2,500 -96
1,612   1,560 52
3,547   3,467 80
3,547   3,517 30
1,424   577 847
2,846   1,366 1,480
701   341 360
2,452   2,505 -53
374   258 116
5,655   4,126 1,529
3,888   3,438 450
1,165   1,065 100
945   887 58
1,702   1,576 126
532   525 7
2,129   2,417 -288
2,420   1,410 1,010
4,856   2,820 2,036
483   282 201
4,586   4,560 26
5,749   5,404 345
21,532   20,362 1,170
217   213 4
5,512   5,224 288
23,060   22,329 731
3,037   2,751 286
3,262   2,897 365
139   118 21
1,715   1,302 413
1,871   1,448 423
2,183   1,686 497
3,742   3,006 736
4,862   4,864 -2
4,899   4,955 -56
4,892   4,858 34
4,892   4,933 -41
837   624 213
239   178 61
5,236   3,700 1,536
6,372   4,464 1,908
266   266 0
3,579   3,550 29
3,937   4,009 -72
1,789   1,859 -70
163   177 -14
1,239   1,206 33
2,843   2,741 102
2,916   2,907 9
168   162 6
1,562   1,299 263
3,709   3,151 558
3,905   3,380 525
332   341 -9
1,126   1,024 102
3,377   3,091 286
3,752   3,521 231
1,635   962 673
1,886   1,122 764
1,912   1,122 790
1,203   1,322 -119
2,405   2,610 -205
2,480   2,727 -247
19,441   19,025 416
174   171 3
12,298   11,998 300
433   436 -3
30,715   29,629 1,086
5,872   5,733 139
11,895   11,767 128
960   778 182
8,451   6,949 1,502
31,028   25,651 5,377
9,081   8,616 465
12,928   14,245 -1,317
8,072   8,266 -194
16,271   16,698 -427
5,828   5,468 360
3,179   2,957 222
2,927   2,711 216
6,138   6,290 -152
11,708   11,607 101
11,708   11,700 8
1,520   1,107 413
1,737   1,178 559
19,958   13,401 6,557
8,334   5,871 2,463
8,553   6,019 2,534
3,948   3,035 913
4,167   3,199 968
4,167   3,177 990
439   219 220
8,773   8,297 476
8,773   8,312 461
3,948   3,739 209
4,167   3,967 200
32,021   32,761 -740
316   333 -17
5,862   6,161 -299
6,179   6,481 -302
6,020   6,118 -98
6,179   6,326 -147
6,179   6,265 -86
3,261   2,013 1,248
877   604 273
3,134   2,215 919
578   403 175
2,601   1,816 785
7,748   5,245 2,503
8,046   5,892 2,154
8,344   6,064 2,280
4,913   2,816 2,097
3,890   2,260 1,630
7,670   4,402 3,268
1,451   834 617
5,386   3,099 2,287
4,906   2,860 2,046
511   338 173
599   406 193
2,525   1,691 834
3,838   2,609 1,229
3,535   3,860 -325
10,164   10,807 -643
29,912   28,892 1,020
2,570   1,925 645
12,453   8,743 3,710
158   110 48
23,217   15,707 7,510
1,816   1,244 572
21,594   14,712 6,882
21,991   15,702 6,289
22,070   15,743 6,327
7,939   6,201 1,738
12,782   8,589 4,193
29,612   27,531 2,081
5,849   5,741 108
5,734   5,666 68
5,964   5,863 101
4,817   4,779 38
4,932   4,930 2
1,618   1,452 166
3,236   2,943 293
3,306   3,042 264
7,218   7,151 67
1,294   1,300 -6
1,941   1,948 -7
3,232   3,247 -15
434   433 1
3,293   3,247 46
7,244   6,627 617
7,244   6,552 692
5,707   5,455 252
5,927   5,678 249
1,621   1,427 194
809   713 96
2,158   1,888 270
537   472 65
2,951   2,741 210
6,311   4,440 1,871
3,155   2,836 319
197   189 8
4,165   3,690 475
11,688   11,483 205
11,822   11,608 214
6,851   6,943 -92
259   272 -13
2,035   2,042 -7
9,224   9,272 -48
10,444   10,339 105
1,908   1,728 180
3,816   3,582 234
3,816   3,470 346
7,685   7,332 353
9,662   9,206 456
8,564   8,273 291
1,508   1,620 -112
3,074   3,340 -266
3,132   3,415 -283
3,637   723 2,914
7,489   1,495 5,994
7,047   1,447 5,600
705   205 500
2,886   683 2,203
9,235   7,809 1,426
396   339 57
2,018   1,425 593
2,499   1,761 738
2,595   1,908 687
5,093   4,001 1,092
1,967   1,542 425
440   356 84
3,226   2,605 621
147   111 36
142   111 31
3,629   4,113 -484
1,258   1,470 -212
681   802 -121
1,872   2,168 -296
115   131 -16
2,462   2,447 15
1,068   686 382
934   600 334
4,030   2,573 1,457
930   600 330
2,923   3,180 -257
266   264 2
4,473   4,303 170
8,987   8,828 159
3,473   3,071 402
139   123 16
3,729   3,319 410
13,338   13,579 -241
3,098   2,970 128
5,013   4,800 213
1,155   1,308 -153
2,455   2,836 -381
2,599   2,972 -373
2,146   2,024 122
4,905   4,625 280
4,905   4,444 461
194   196 -2
1,357   1,310 47
3,189   3,091 98
3,189   3,141 48
3,296   2,145 1,151
3,263   2,145 1,118
8,241   6,058 2,183
12,868   9,649 3,219
391   292 99
8,211   6,104 2,107
4,692   3,396 1,296
5,951   4,245 1,706
6,726   4,715 2,011
5,284   3,328 1,956
7,045   5,261 1,784
7,485   5,557 1,928
1,482   1,021 461
3,947   2,724 1,223
488   340 148
3,419   3,488 -69
125   106 19
5,363   3,912 1,451
3,044   2,547 497
2,447   1,986 461
2,635   2,153 482
2,635   2,379 256
188   178 10
1,305   1,295 10
2,610   2,626 -16
2,937   2,913 24
148   149 -1
10,473   10,076 397
879   960 -81
9,050   9,767 -717
9,147   9,823 -676
46,096   51,091 -4,995
237   214 23
5,682   4,911 771
4,776   4,467 309
4,776   4,435 341
11,693   10,532 1,161
1,482   1,445 37
3,047   3,001 46
583   454 129
2,304   1,702 602
2,303   1,702 601
2,370   1,759 611
11,805   7,999 3,806
10,800   7,433 3,367
19,173   11,412 7,761
21,685   19,057 2,628
5,464   5,407 57
11,037   11,088 -51
652   432 220
2,432   1,470 962
2,577   1,557 1,020
711   432 279
1,848   1,101 747
7,079   4,491 2,588
3,416   2,118 1,298
3,963   2,850 1,113
6,942   4,422 2,520
11,570   7,454 4,116
27,151   24,096 3,055
3,027   2,725 302
1,407   1,258 149
1,758   1,600 158
2,655   2,454 201
808   746 62
3,706   3,410 296
3,360   3,377 -17
3,448   3,494 -46
827   630 197
7,339   5,547 1,792
1,168   900 268
7,442   5,656 1,786
169   134 35
1,184   1,157 27
737   661 76
2,397   2,184 213
17,331   16,036 1,295
5,715   5,270 445
5,715   5,282 433
1,086   994 92
2,343   2,131 212
307   284 23
153   114 39
2,147   2,364 -217
12,285   10,830 1,455
8,000   8,000 0
10,846   9,943 903
9,860   9,213 647
11,254   10,012 1,242
1,078   1,118 -40
9,913   10,012 -99
9,882   9,137 745
9,411   9,001 410
25,515   25,035 480
8,262   8,021 241
8,646   8,687 -41
9,543   9,610 -67
8,826   8,326 500
1,081   1,085 -4
7,495   7,518 -23
10,801   9,765 1,036
10,819   9,775 1,044
10,673   9,563 1,110
8,287   8,029 258
22,332   19,115 3,217
15,792   14,306 1,486
1,215   1,106 109
15,075   13,638 1,437
28,532   27,880 652
11,144   10,964 180
26,793   24,803 1,990
23,416   23,482 -66
9,981   9,095 886
72     72
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       476
b       1,373
c       15,801
d       2,271
e       171
      2,167
      -261
      2,738
      75
      651
      1,806
      135
      102
      31
      -758
      802
      899
      622
      40
      230
      1,064
      227
      215
      -6
      -227
      -74
      -66
      -4
      -39
      -11
      -54
      3
      6
      10
      49
      217
      264
      216
      167
      213
      404
      91
      -96
      52
      80
      30
      847
      1,480
      360
      -53
      116
      1,529
      450
      100
      58
      126
      7
      -288
      1,010
      2,036
      201
      26
      345
      1,170
      4
      288
      731
      286
      365
      21
      413
      423
      497
      736
      -2
      -56
      34
      -41
      213
      61
      1,536
      1,908
      0
      29
      -72
      -70
      -14
      33
      102
      9
      6
      263
      558
      525
      -9
      102
      286
      231
      673
      764
      790
      -119
      -205
      -247
      416
      3
      300
      -3
      1,086
      139
      128
      182
      1,502
      5,377
      465
      -1,317
      -194
      -427
      360
      222
      216
      -152
      101
      8
      413
      559
      6,557
      2,463
      2,534
      913
      968
      990
      220
      476
      461
      209
      200
      -740
      -17
      -299
      -302
      -98
      -147
      -86
      1,248
      273
      919
      175
      785
      2,503
      2,154
      2,280
      2,097
      1,630
      3,268
      617
      2,287
      2,046
      173
      193
      834
      1,229
      -325
      -643
      1,020
      645
      3,710
      48
      7,510
      572
      6,882
      6,289
      6,327
      1,738
      4,193
      2,081
      108
      68
      101
      38
      2
      166
      293
      264
      67
      -6
      -7
      -15
      1
      46
      617
      692
      252
      249
      194
      96
      270
      65
      210
      1,871
      319
      8
      475
      205
      214
      -92
      -13
      -7
      -48
      105
      180
      234
      346
      353
      456
      291
      -112
      -266
      -283
      2,914
      5,994
      5,600
      500
      2,203
      1,426
      57
      593
      738
      687
      1,092
      425
      84
      621
      36
      31
      -484
      -212
      -121
      -296
      -16
      15
      382
      334
      1,457
      330
      -257
      2
      170
      159
      402
      16
      410
      -241
      128
      213
      -153
      -381
      -373
      122
      280
      461
      -2
      47
      98
      48
      1,151
      1,118
      2,183
      3,219
      99
      2,107
      1,296
      1,706
      2,011
      1,956
      1,784
      1,928
      461
      1,223
      148
      -69
      19
      1,451
      497
      461
      482
      256
      10
      10
      -16
      24
      -1
      397
      -81
      -717
      -676
      -4,995
      23
      771
      309
      341
      1,161
      37
      46
      129
      602
      601
      611
      3,806
      3,367
      7,761
      2,628
      57
      -51
      220
      962
      1,020
      279
      747
      2,588
      1,298
      1,113
      2,520
      4,116
      3,055
      302
      149
      158
      201
      62
      296
      -17
      -46
      197
      1,792
      268
      1,786
      35
      27
      76
      213
      1,295
      445
      433
      92
      212
      23
      39
      -217
      1,455
      0
      903
      647
      1,242
      -40
      -99
      745
      410
      480
      241
      -41
      -67
      500
      -4
      -23
      1,036
      1,044
      1,110
      258
      3,217
      1,486
      109
      1,437
      652
      180
      1,990
      -66
      886
      72
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 2 261,804
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 3,678
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 3,678
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,678
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,678
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT MARKS Telephone no.bullet (203) 629-3306

    Located atbullet72 GLENVILLE ROADGREENWICHCT ZIP+4bullet06831
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROBERT E MARKS PRESIDENT
    1.00     		0 0 0
    72 GLENVILLE ROAD
    GREENWICH,CT06831
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    637,754
    b
    Average of monthly cash balances.......................
    1b
    30,327
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    668,081
    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
    668,081
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    10,021
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    658,060
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    32,903
    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
    32,903
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,678
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,678
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    29,225
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    29,225
    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
    29,225
    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 29,225
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 14,385
    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: bullet$ 1,370,857
    a Applied to 2020, but not more than line 2a 14,385
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 29,225
    e Remaining amount distributed out of corpus 1,327,247
    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 1,327,247
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,327,247
    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.... 1,327,247
    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).)
    ROBERT E MARKS
    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
    ST ALBANS SCHOOL OF PUBLIC SERVICE
    MOUNT ST ALBAN
    WASHINGTON,DC20016     		NONE NC CHARITABLE 16,000
    INTERNATIONAL RESCUE COMMITTEE
    PO BOX 6068
    ALBERT LEA,MN56007     		NONE NC CHARITABLE 25,000
    MARKS FAMILY DONOR ADVISED FUND
    ONE NORTH JEFFERSON AVE
    ST LOUIS,MO63103     		NONE NC CHARITABLE 1,327,857
    Total .................................bullet 3a 1,368,857
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 2  
    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 ............     		    18 261,804  
    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) .. 0 274,159 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    274,159
    (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 AppliedToPriorYearElection
    Name:
    THE ROBERT E MARKS FOUNDATION
    EIN:
    26-1289603
    Election:
    TAXPAYER, THE ROBERT E MARKS FOUNDATION, EMPLOYER IDENTIFICATION NO. 26-1289603, HEREBY ELECTS UNDER REG. S53.4942(A)-3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTION OF $134,700 IT MADE IN 2017. THE TAXPAYER ELECTS THAT THE DISTRIBUTION BE ALLOCATED IN THE FOLLOWING MANNER: (1) $57,745 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2016; (2) $10,467 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2015; AND (3) $60,812 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2017. THE EXCESS DISTRIBUTION OF $5,676 WILL CARRYOVER TO 2018.

    TY 2021 GeneralExplanationAttachment
    Name:
    THE ROBERT E MARKS FOUNDATION
    EIN:
    26-1289603
    Identifier Return Reference Explanation
      PART I LINE 25, PART II LINE 24, PART XII LINE 4 & 6, PART XIV LINE 3 ORIGINAL TAX RETURN MISTAKENLY SHOWED THE TRANSFER OF ASSETS INTO WELLS FARGO DONOR ADVISED FUND IN THE AMOUNT OF $1,327,857 AS A DECREASE IN THE NET ASSETS IN THE BALANCE SHEET. IT SHOULD BE SHOWN AS A CHARITABLE CONTRIBUTION. THEREFORE AN AMENDED TAX RETURN IS BEING FILED TO CORRECT THIS MISTAKE.

    TY 2021 LegalFeesSchedule
    Name:
    THE ROBERT E MARKS FOUNDATION
    EIN:
    26-1289603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,000 0   2,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT E MARKS FOUNDATION
    EIN:
    26-1289603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE 9,442 9,442   0


    TY 2021 TaxesSchedule
    Name:
    THE ROBERT E MARKS FOUNDATION
    EIN:
    26-1289603
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 100 100   0