Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
HAROLD A WHITE AND EDNA L WHITE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1620
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK741011620
A Employer identification number

73-1582836
B Telephone number (see instructions)

(918) 619-1527
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$7,445,365
J 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... 94,581 90,929  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 704,006
b Gross sales price for all assets on line 6a 2,215,473
7 Capital gain net income (from Part IV, line 2)... 704,006
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).......      
12 Total. Add lines 1 through 11........ 798,587 794,935  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 69,511 52,133   17,378
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 3,500 0 0 3,500
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,328 1,571   1,757
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)....... 8,439 8,439    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 84,778 62,143 0 22,635
25 Contributions, gifts, grants paid....... 450,000 450,000
26 Total expenses and disbursements. Add lines 24 and 25 534,778 62,143 0 472,635
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 263,809
b Net investment income (if negative, enter -0-) 732,792
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............. 318,676 218,347 218,347
2 Savings and temporary cash investments.........      
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)....... 2,747,538 Click to see attachment2,908,870 4,998,596
c Investments—corporate bonds (attach schedule)....... 1,115,287 Click to see attachment1,116,170 1,137,955
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 879,915 Click to see attachment1,079,262 1,090,461
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment6 Click to see attachment6 Click to see attachment6
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,061,422 5,322,655 7,445,365
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........ 5,061,422 5,322,655
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)..... 5,061,422 5,322,655
30 Total liabilities and net assets/fund balances (see instructions). 5,061,422 5,322,655
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
5,061,422
2
Enter amount from Part I, line 27a .....................
2
263,809
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
5,325,231
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,576
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,322,655
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 2. HONEYWELL INTL INC COM   2011-03-11 2021-01-06
b 2. AMAZON COM INC   2017-10-11 2021-01-07
c 9. CLOROX CO   2019-10-04 2021-01-07
d 45. CLOROX CO   2019-10-04 2021-01-07
e 1. VONTIER CORP   2018-03-09 2021-01-07
13.2 VONTIER CORP   2020-07-23 2021-01-07
77.8 VONTIER CORP   2019-11-01 2021-01-07
45. ALIBABA GROUP HOLDING LTD ADR   2017-07-05 2021-01-08
7. AMERICAN EXPRESS CO   2020-10-01 2021-01-13
2. CLOROX CO   2019-08-07 2021-01-13
21. CLOROX CO   2017-05-11 2021-01-13
25. QUALCOMM INC   2018-05-17 2021-01-13
3. INTUITIVE SURGICAL INC   2020-09-17 2021-01-15
3. CIGNA CORP   2019-01-23 2021-01-21
31. TREX COMPANY INC   2019-11-26 2021-01-25
20. ELECTRONIC ARTS COM   2020-07-09 2021-01-26
13. FORTIVE CORP   2020-11-25 2021-01-26
7. FORTIVE CORP   2020-01-22 2021-01-26
20. FORTIVE CORP   2020-10-21 2021-01-26
3. FORTIVE CORP   2018-10-29 2021-01-26
5. ROPER INDS INC   2020-03-10 2021-01-26
6. GENPACT LTD   2013-11-08 2021-01-26
48. GENPACT LTD   2013-11-08 2021-01-26
5. PPG INDUSTRIES INC   2015-09-02 2021-01-28
4. ELECTRONIC ARTS COM   2020-07-09 2021-02-02
10. ELECTRONIC ARTS COM   2018-08-16 2021-02-02
7. MICROSOFT CORP   2018-12-20 2021-02-02
6. PAYPAL HOLDINGS INC   2016-07-08 2021-02-02
4. ROPER INDS INC   2018-10-16 2021-02-02
19. BROWN & BROWN INC   2020-05-21 2021-02-04
155. BROWN & BROWN INC   2020-05-21 2021-02-04
13. VERTEX PHARMACEUTICALS INC COM   2019-11-04 2021-02-04
32. VERTEX PHARMACEUTICALS INC COM   2019-11-04 2021-02-04
44. FORTIVE CORP   2020-06-05 2021-02-08
39. FORTIVE CORP   2019-10-29 2021-02-08
161. FORTIVE CORP   2016-07-29 2021-02-08
20. HENRY JACK & ASSOC INC   2020-03-20 2021-02-08
4. THE TRAVELERS COMPANIES INC   2011-03-11 2021-02-10
75. GALLAGHER ARTHUR J & CO   2018-07-30 2021-02-12
9. GENERAC HOLDINGS INC   2020-06-23 2021-02-16
5. AMERICAN EXPRESS CO   2020-10-28 2021-02-17
18. GENPACT LTD   2013-11-08 2021-02-17
17. GENPACT LTD   2013-11-08 2021-02-17
20. KEYSIGHT TECHNOLOGIES INC WI   2020-02-11 2021-02-18
21. KEYSIGHT TECHNOLOGIES INC WI   2020-02-11 2021-02-18
27. KEYSIGHT TECHNOLOGIES INC WI   2020-02-11 2021-02-18
35. COVANTA HOLDING CORP   2018-10-10 2021-02-19
105. COVANTA HOLDING CORP   2019-10-30 2021-02-19
238. COVANTA HOLDING CORP   2019-10-30 2021-02-19
336. COVANTA HOLDING CORP   2017-08-14 2021-02-19
40. GENPACT LTD   2013-11-08 2021-02-23
20. GENPACT LTD   2013-11-08 2021-02-23
36. GENPACT LTD   2013-11-08 2021-02-23
6. AMERICAN EXPRESS CO   2020-10-28 2021-02-24
7. ALTERYX INC   2019-12-23 2021-02-26
23. ALTERYX INC   2020-03-31 2021-02-26
15. DISNEY, WALT COMPANY   2018-11-19 2021-02-26
36. DISNEY, WALT COMPANY   2018-11-19 2021-02-26
82. MONDELEZ INTL INC   2018-11-19 2021-02-26
192. MONDELEZ INTL INC   2018-08-14 2021-02-26
3. THERMO ELECTRON CORP   2019-06-11 2021-02-26
8. THERMO ELECTRON CORP   2019-06-11 2021-02-26
40. GENPACT LTD   2014-02-28 2021-02-26
117. EATON VANCE CORP COM   2019-04-02 2021-03-01
1. PFIZER INC   2015-03-06 2021-03-01
72. PFIZER INC   2017-07-11 2021-03-01
77. PFIZER INC   2016-11-23 2021-03-01
42. PFIZER INC   2020-03-12 2021-03-01
25. PINNACLE FINANCIAL PARTNERS   2020-01-27 2021-03-01
33. GENPACT LTD   2014-02-28 2021-03-02
20. GENPACT LTD   2014-02-28 2021-03-02
3. THE TRAVELERS COMPANIES INC   2011-03-11 2021-03-10
.247 MORGAN STANLEY DEAN WITTER   2010-10-19 2021-03-11
2. THE TRAVELERS COMPANIES INC   2011-03-11 2021-03-11
1. CABLE ONE INC   2016-06-24 2021-03-16
1. CABLE ONE INC   2016-06-24 2021-03-17
5. CHARLES RIV LABORATORIES INT COM   2017-03-28 2021-03-17
16. D R HORTON INC   2011-03-29 2021-03-17
27. ON SEMICONDUCTOR CORPORATION   2014-10-09 2021-03-17
5. SYNOPSYS INC COM   2010-10-19 2021-03-17
1. THE TRAVELERS COMPANIES INC   2011-03-11 2021-03-17
17. BURLINGTON STORES INC   2015-05-08 2021-03-18
3. THE TRAVELERS COMPANIES INC   2011-03-11 2021-03-18
13. CIMAREX ENERGY CO   2020-10-21 2021-03-19
28. CIMAREX ENERGY CO   2020-10-21 2021-03-19
17. EVERCORE INC - CL A   2020-08-13 2021-03-19
20. HILLENBRAND INC   2020-01-22 2021-03-19
29. HILLENBRAND INC   2020-01-22 2021-03-19
68. MORGAN STANLEY DEAN WITTER   2019-04-02 2021-03-23
2. GOLDMAN SACHS GROUP, INC.   2012-01-11 2021-03-24
59. EXPEDIA GROUP INC   2020-09-16 2021-04-01
31. GOLDMAN SACHS GROUP, INC.   2020-03-19 2021-04-01
32. JOHNSON & JOHNSON   2019-10-04 2021-04-01
3. PPG INDUSTRIES INC   2015-09-02 2021-04-07
2. PPG INDUSTRIES INC   2015-09-02 2021-04-08
4. GOLDMAN SACHS GROUP, INC.   2012-01-11 2021-04-14
18. SYNOPSYS INC COM   2010-10-19 2021-04-15
38. XILINX INC   2010-12-31 2021-04-15
1. ALPHABET INC CL C   2020-01-22 2021-04-19
29. DISNEY, WALT COMPANY   2018-05-11 2021-04-22
52. LOWES COMPANIES INC   2019-10-17 2021-04-22
8. EPAM SYSTEMS INC   2017-04-25 2021-04-23
18. VERISK ANALYTICS INC   2017-11-01 2021-04-27
9. DISNEY, WALT COMPANY   2018-12-06 2021-04-28
8. EVERCORE INC - CL A   2020-04-22 2021-04-28
16. EVERCORE INC - CL A   2020-04-22 2021-04-28
5. HOME DEPOT INC   2020-03-19 2021-04-28
1. ALPHABET INC CL C   2020-01-23 2021-04-30
5. MICROSOFT CORP   2018-12-20 2021-04-30
11. SHERWIN-WILLIAMS CO   2018-08-16 2021-04-30
10. ZOETIS INC   2017-04-25 2021-05-03
10. MONOLITHIC POWER SYSTEMS INC   2019-07-01 2021-05-07
29. TAKE-TWO INTERACTIVE SOFTWAR COM   2019-06-06 2021-05-07
8. QUALCOMM INC   2018-12-06 2021-05-12
14. QUALCOMM INC   2018-12-06 2021-05-12
29. QUALCOMM INC   2018-12-06 2021-05-12
1. SBA COMMUNICATIONS CORP REIT   2016-02-03 2021-05-13
6. SBA COMMUNICATIONS CORP REIT   2021-02-02 2021-05-13
50. SALESFORCE.COM INC   2018-11-30 2021-05-13
33. SALESFORCE.COM INC   2016-10-03 2021-05-13
5. THERMO ELECTRON CORP   2018-07-09 2021-05-13
11. MARKETAXESS HOLDINGS INC   2020-03-05 2021-05-18
2. CABLE ONE INC   2016-06-24 2021-05-20
12. ZOETIS INC   2017-04-25 2021-05-26
19. CSX CORP   2020-05-19 2021-06-02
11. DANAHER CORP   2020-03-31 2021-06-03
.8 ORGANON & CO   2020-02-20 2021-06-10
40. DANAHER CORP   2013-06-24 2021-06-15
10. INTUIT   2020-03-24 2021-06-17
8. EPAM SYSTEMS INC   2017-02-28 2021-06-18
23. SYNOPSYS INC COM   2015-07-10 2021-06-18
12. ICON PLC   2019-03-18 2021-06-18
9. COOPER COMPANIES, INC.   2019-09-10 2021-06-22
2. ALBEMARLE CORP   2018-09-07 2021-06-23
4. AVNET INC   2017-07-27 2021-06-23
34. BIOMARIN PHARMACEUTICAL INC   2020-08-10 2021-06-23
2. BLACK KNIGHT INC   2016-06-22 2021-06-23
7. BORG-WARNER AUTOMOTIVE INC   2010-10-19 2021-06-23
2. BOSTON PPTYS INC   2019-03-19 2021-06-23
2. CBRE GROUP INC   2012-11-12 2021-06-23
12. CONTINENTAL RESOURCES INC/OK   2016-03-31 2021-06-23
5. COOPER COMPANIES, INC.   2019-01-18 2021-06-23
3. HESS CORP   2016-03-31 2021-06-23
5. INTERCONTINENTAL EXCHANGE, INC   2020-05-19 2021-06-23
11. KEYCORP NEW FORMERLY, SOCIETY CORP   2010-10-19 2021-06-23
6. MURPHY OIL CORP   2012-02-15 2021-06-23
2. NORTHERN TRUST CORP   2019-03-12 2021-06-23
2. ONEOK INC NEW   2018-01-17 2021-06-23
2. RAYMOND JAMES FINL INC   2010-10-19 2021-06-23
7. SABRE CORP   2019-04-02 2021-06-23
11. STERLING BANCORP   2019-07-01 2021-06-23
6. STIFEL FINANCIAL CORP   2019-03-12 2021-06-23
2. SYSCO CORP   2020-06-16 2021-06-23
2. TJX COMPANYS (NEW)   2020-05-19 2021-06-23
2. WEC ENERGY GROUP INC   2019-05-01 2021-06-23
2. RENAISSANCE RE HLDGS LTD   2013-11-15 2021-06-23
3. ROYAL CARIBBEAN CRUISES LTD   2015-06-26 2021-06-23
15. FLEXTRONICS INTL LTD   2019-03-21 2021-06-23
19. BURLINGTON STORES INC   2015-05-08 2021-06-24
8. BURLINGTON STORES INC   2020-10-19 2021-06-24
27. VERISK ANALYTICS INC   2016-11-29 2021-06-24
26. MERCURY SYSTEMS INC   2020-11-09 2021-06-25
72. MERCURY SYSTEMS INC   2019-05-22 2021-06-25
18. ALIGN TECHNOLOGY INC COM   2019-11-19 2021-06-29
53. QUALYS INC   2020-10-01 2021-06-29
380. UNDER ARMOUR INC-CLASS A   2020-11-10 2021-06-30
2. ALPHABET INC CL C   2020-01-09 2021-07-08
54. BALL CORP COM   2020-02-27 2021-07-08
1. CHARLES RIV LABORATORIES INT COM   2020-04-30 2021-07-08
20. DOW INC   2020-06-15 2021-07-08
14. DOW INC   2020-06-15 2021-07-08
30. EVERCORE INC - CL A   2020-05-21 2021-07-08
35. JP MORGAN CHASE & CO   2019-06-11 2021-07-08
54. SYSCO CORP   2020-09-16 2021-07-08
6. SYSCO CORP   2020-09-16 2021-07-08
216. SYSCO CORP   2020-10-06 2021-07-08
23. SYSCO CORP   2020-10-06 2021-07-08
7. BROWN FORMAN CORP CL B   2021-06-17 2021-07-09
2. BROWN FORMAN CORP CL B   2020-03-26 2021-07-09
8. DANAHER CORP   2013-06-24 2021-07-09
17. ELECTRONIC ARTS COM   2020-05-14 2021-07-09
8. APPLIED MATLS INC   2019-01-10 2021-07-28
6. CHARLES RIV LABORATORIES INT COM   2020-04-30 2021-07-28
18. DOW INC   2020-06-15 2021-07-28
23. DOW INC   2020-06-15 2021-07-28
6. MONDELEZ INTL INC   2019-11-12 2021-07-28
53. MONDELEZ INTL INC   2019-11-12 2021-07-28
8. BROWN FORMAN CORP CL B   2020-03-26 2021-08-02
15. DANAHER CORP   2013-06-24 2021-08-02
6. DEXCOM INC   2021-05-26 2021-08-02
9. ELECTRONIC ARTS COM   2020-02-06 2021-08-02
7. SHERWIN-WILLIAMS CO   2018-01-23 2021-08-02
5. ZOETIS INC   2017-04-25 2021-08-02
3. MASCO CORP   2010-10-19 2021-08-05
3. SCOTTS CO CL A   2019-03-19 2021-08-05
380. INVESCO DEV MKT-R6 #7038   2019-12-13 2021-08-09
1240. DODGE & COX INTL STOCK-I #1048   2019-05-03 2021-08-09
775. JOHN HANCOCK DISC VAL M/C-R6 #6006   2019-12-16 2021-08-09
1031. MASSMUTUAL M/C GRWTH-I #1788   2019-12-17 2021-08-09
75. NEUBERGER BERMAN GENESIS INSTL #1229   2019-12-17 2021-08-09
4775. VANGUARD TAX-MANAGED INTL FUND #127   2019-05-03 2021-08-09
320. VANGUARD M/C INDX-INST #0864   2008-12-23 2021-08-09
197. VANGUARD VAL INDX-INST #0867   2016-03-07 2021-08-09
24. ASPEN TECHNOLOGY INC   2020-02-10 2021-08-11
7. EPAM SYSTEMS INC   2017-02-28 2021-08-11
15. AT&T INC   2020-02-26 2021-08-12
94. AT&T INC   2018-04-27 2021-08-12
51. AT&T INC   2018-04-27 2021-08-12
28. AT&T INC   2021-02-24 2021-08-12
83. AT&T INC   2018-06-20 2021-08-12
4. BECTON DICKINSON & CO COM   2020-08-13 2021-08-12
24. BECTON DICKINSON & CO COM   2019-05-14 2021-08-12
4. COSTCO WHSL CORP   2020-08-06 2021-08-12
9. COSTCO WHSL CORP   2020-08-06 2021-08-12
1062296.99 CRYSTAL CAPITAL - WHITE FOUNDATION   2012-07-01 2021-08-24
8. MASTERCARD INC - CLASS A   2021-02-02 2021-08-25
1. ALPHABET INC CL C   2020-01-28 2021-08-26
9. BROADCOM INC   2019-11-19 2021-08-26
15. BROADCOM INC   2019-11-19 2021-08-26
40. TEXAS INSTRUMENTS INC   2013-10-24 2021-08-26
12. BROWN FORMAN CORP CL B   2020-03-26 2021-08-31
8. ELECTRONIC ARTS COM   2020-02-03 2021-08-31
3. MASTERCARD INC - CLASS A   2021-02-02 2021-08-31
4. EXPEDIA GROUP INC   2020-09-16 2021-09-02
99. EXPEDIA GROUP INC   2020-10-06 2021-09-02
1. AMAZON COM INC   2015-01-20 2021-09-03
2. DEXCOM INC   2020-10-29 2021-09-03
3. ELECTRONIC ARTS COM   2020-02-03 2021-09-03
11. GLOBANT SA   2021-08-11 2021-09-14
43. ASPEN TECHNOLOGY INC   2020-06-29 2021-09-16
33. ELECTRONIC ARTS COM   2020-03-11 2021-09-16
5. IDEXX LABS INC   2020-06-25 2021-09-16
20. KEYSIGHT TECHNOLOGIES INC WI   2020-08-25 2021-09-16
3. MSCI INC-A   2021-06-24 2021-09-16
10. REPLIGEN CORP   2020-05-20 2021-09-16
27. TAKE-TWO INTERACTIVE SOFTWAR COM   2019-05-14 2021-09-16
19. DANAHER CORP   2013-06-24 2021-09-20
10. DANAHER CORP   2013-06-24 2021-09-20
12. ELECTRONIC ARTS COM   2019-10-01 2021-09-20
23. ELECTRONIC ARTS COM   2018-12-19 2021-09-20
4. CF INDUSTRIES HOLDINGS INC   2013-10-25 2021-09-21
2. CSX CORP   2010-10-19 2021-09-21
1. ESSEX PROPERTY TRUST INC   2019-03-05 2021-09-21
1. FACTSET RESH SYSTEMS INC   2014-10-29 2021-09-21
2. LABORATORY CORP AMER HLDGS COM NEW   2019-03-19 2021-09-21
2. MURPHY OIL CORP   2012-02-15 2021-09-21
1. SCOTTS CO CL A   2019-03-19 2021-09-21
2. STERLING BANCORP   2019-07-01 2021-09-21
13. SWITCH INC   2021-06-23 2021-09-21
3. TJX COMPANYS (NEW)   2020-05-19 2021-09-21
2. WEC ENERGY GROUP INC   2019-05-01 2021-09-21
1. XILINX INC   2010-12-31 2021-09-21
29. ELECTRONIC ARTS COM   2017-12-04 2021-09-22
33. ELECTRONIC ARTS COM   2018-12-19 2021-09-22
3. V F CORPORATION   2021-01-07 2021-09-23
229. V F CORPORATION   2021-04-22 2021-09-23
5. CHARLES RIV LABORATORIES INT COM   2020-04-30 2021-09-28
23. FISERV INC   2018-11-14 2021-09-28
4. GOLDMAN SACHS GROUP, INC.   2012-01-11 2021-09-28
.8 ORGANON & CO   2020-10-07 2021-09-28
2.2 ORGANON & CO   2020-09-23 2021-09-28
49. ROCHE HLDG LTD ADR SPONSORED   2018-12-06 2021-09-28
1. SABRE CORP   2019-04-02 2021-09-28
46. US BANCORP DEL NEW COM NEW   2016-03-30 2021-09-28
5. MEDTRONIC PLC   2015-01-28 2021-09-28
9. TRANE TECHNOLOGIES PLC   2018-06-06 2021-09-28
1. PINNACLE WEST CAPITAL CORP   2019-06-06 2021-09-29
27. PINNACLE WEST CAPITAL CORP   2019-06-06 2021-09-29
51. PINNACLE WEST CAPITAL CORP   2019-05-31 2021-09-29
1. RIO TINTO PLC SPONSORED ADR   2021-05-12 2021-09-29
36. RIO TINTO PLC SPONSORED ADR   2021-05-12 2021-09-29
71. RIO TINTO PLC SPONSORED ADR   2021-02-24 2021-09-29
1. V F CORPORATION   2019-11-12 2021-09-29
115. V F CORPORATION   2020-06-03 2021-09-29
3. PNC BANK CORPORATION   2018-10-03 2021-09-30
.198 COTERRA ENERGY INC   2020-10-21 2021-10-05
2. AON PLC   2019-03-12 2021-10-06
27. APPLIED MATLS INC   2019-01-10 2021-10-07
25. HILL-ROM HOLDINGS INC   2019-03-22 2021-10-08
50. HILL-ROM HOLDINGS INC   2021-08-26 2021-10-08
106. HILL-ROM HOLDINGS INC   2019-03-22 2021-10-08
3. SYNOPSYS INC COM   2020-05-19 2021-10-08
24. 3M CO COM   2020-01-09 2021-10-18
79. 3M CO COM   2020-07-23 2021-10-18
15. 3M CO COM   2019-10-30 2021-10-18
38. 3M CO COM   2020-02-11 2021-10-18
12. 3M CO COM   2021-03-19 2021-10-18
22. VEEVA SYSTEMS INC   2017-11-30 2021-10-18
10. CDW CORP/DE   2016-07-12 2021-10-19
34. CSX CORP   2010-10-19 2021-10-19
10. DEXCOM INC   2019-11-05 2021-10-19
8. MICROSOFT CORP   2021-09-16 2021-10-19
6. MICROSOFT CORP   2018-12-20 2021-10-19
17. TJX COMPANYS (NEW)   2020-05-19 2021-10-19
30. FIVE BELOW INC   2020-09-04 2021-10-21
3. INTUITIVE SURGICAL INC   2020-09-17 2021-10-26
1. H&E EQUIPMENT SERVICES INC   2018-08-30 2021-11-04
3. H&E EQUIPMENT SERVICES INC   2018-08-30 2021-11-04
146. H&E EQUIPMENT SERVICES INC   2020-08-06 2021-11-04
50. LATTICE SEMICONDUCTOR CORP   2021-06-29 2021-11-10
3. EATON CORP PLC   2016-03-10 2021-11-11
2. THERMO ELECTRON CORP   2020-11-04 2021-11-17
2. ACCENTURE PLC-A   2011-03-11 2021-11-17
36. MASTERCARD INC - CLASS A   2019-07-15 2021-11-18
3. NASDAQ INC   2013-11-14 2021-11-18
1. BLACKROCK INC   2020-09-16 2021-12-01
18. INTEL CORP   2020-06-17 2021-12-01
5. CHUBB LTD   2020-01-09 2021-12-01
5. ADOBE SYS INC   2020-12-04 2021-12-07
11. AUTODESK INC   2021-09-22 2021-12-07
5. INTUIT   2020-03-24 2021-12-07
2. THERMO ELECTRON CORP   2017-02-13 2021-12-07
4. THERMO ELECTRON CORP   2021-08-02 2021-12-07
19. INTEL CORP   2020-07-15 2021-12-08
4. KIMBERLY CLARK CORP   2020-06-17 2021-12-15
28. ROCKWELL INTL CORP NEW   2016-04-01 2021-12-16
44. JAZZ PHARMACEUTICALS PLC   2018-06-25 2021-12-17
29. APPLIED MATLS INC   2019-01-10 2021-12-23
34. ON SEMICONDUCTOR CORPORATION   2014-10-09 2021-12-23
16. XILINX INC   2010-12-31 2021-12-23
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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    
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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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(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 424   107 317
b 6,400   1,981 4,419
c 1,755   1,357 398
d 8,773   6,108 2,665
e 34   29 5
452   355 97
2,665   1,465 1,200
10,298   6,222 4,076
858   707 151
390   287 103
4,076   2,511 1,565
3,925   1,421 2,504
2,364   2,029 335
687   616 71
3,132   1,358 1,774
2,922   2,776 146
883   920 -37
476   465 11
1,354   1,319 35
203   188 15
2,103   1,656 447
246   108 138
1,960   863 1,097
710   461 249
588   532 56
1,469   1,297 172
1,684   711 973
1,474   225 1,249
1,576   820 756
834   735 99
6,770   5,991 779
2,759   2,607 152
6,813   5,891 922
2,968   2,449 519
2,631   2,188 443
10,861   6,478 4,383
3,140   2,998 142
588   236 352
8,749   5,096 3,653
3,104   1,035 2,069
645   495 150
732   324 408
690   306 384
2,961   1,942 1,019
3,130   2,026 1,104
4,031   1,186 2,845
474   531 -57
1,457   1,078 379
3,288   2,999 289
4,649   3,920 729
1,600   719 881
807   360 447
1,452   648 804
840   553 287
672   719 -47
2,208   2,233 -25
2,847   1,756 1,091
6,833   3,793 3,040
4,427   3,563 864
10,327   6,572 3,755
1,363   862 501
3,632   1,978 1,654
1,634   697 937
7,433   4,128 3,305
34   32 2
2,423   2,213 210
2,587   2,301 286
1,411   1,215 196
2,044   1,511 533
1,377   544 833
834   329 505
468   177 291
20   15 5
308   118 190
1,858   500 1,358
1,818   500 1,318
1,466   444 1,022
1,390   192 1,198
1,130   233 897
1,180   125 1,055
156   59 97
5,219   925 4,294
478   177 301
788   362 426
1,691   779 912
2,361   1,070 1,291
1,010   644 366
1,467   932 535
5,443   4,113 1,330
665   199 466
10,291   5,938 4,353
10,195   4,520 5,675
5,232   4,353 879
447   276 171
297   184 113
1,346   398 948
4,697   449 4,248
4,978   1,101 3,877
2,298   1,491 807
5,336   2,975 2,361
10,474   5,544 4,930
3,635   614 3,021
3,371   1,520 1,851
1,647   1,009 638
1,118   389 729
2,228   778 1,450
1,609   760 849
2,424   1,490 934
1,263   508 755
3,000   1,618 1,382
1,751   551 1,200
3,415   1,397 2,018
4,931   3,144 1,787
991   452 539
1,741   790 951
3,599   1,631 1,968
285   94 191
1,709   1,685 24
10,588   5,207 5,381
6,981   2,339 4,642
2,283   948 1,335
4,990   2,424 2,566
3,500   1,000 2,500
2,099   661 1,438
1,892   518 1,374
2,639   1,246 1,393
24   30 -6
9,821   1,880 7,941
4,739   2,426 2,313
4,122   591 3,531
6,132   1,135 4,997
2,606   1,586 1,020
3,520   2,600 920
329   193 136
157   155 2
2,788   3,989 -1,201
153   68 85
339   188 151
238   264 -26
174   35 139
452   368 84
1,942   1,296 646
266   158 108
582   473 109
227   93 134
151   324 -173
225   181 44
111   98 13
260   56 204
98   151 -53
277   236 41
385   217 168
155   114 41
132   102 30
178   156 22
291   188 103
259   241 18
258   159 99
6,066   1,014 5,052
2,554   1,664 890
4,655   2,185 2,470
1,754   1,838 -84
4,856   3,767 1,089
11,216   4,510 6,706
5,386   5,207 179
7,926   5,852 2,074
5,153   2,644 2,509
4,611   4,061 550
382   146 236
1,228   827 401
860   579 281
4,101   1,559 2,542
5,309   4,035 1,274
4,026   3,651 375
447   402 45
16,102   14,364 1,738
1,714   1,489 225
519   523 -4
148   106 42
2,219   376 1,843
2,386   1,927 459
1,095   279 816
2,392   874 1,518
1,111   744 367
1,418   951 467
382   312 70
3,353   2,443 910
571   426 145
4,469   705 3,764
3,061   2,115 946
1,299   985 314
2,044   1,020 1,024
1,014   274 740
181   29 152
489   246 243
20,068   15,682 4,386
60,239   52,402 7,837
21,630   14,767 6,863
32,796   19,368 13,428
5,908   4,324 1,584
80,077   64,510 15,567
21,229   3,780 17,449
10,764   6,233 4,531
3,437   3,112 325
4,240   517 3,723
420   559 -139
2,630   3,310 -680
1,428   1,698 -270
783   826 -43
2,321   2,718 -397
977   1,044 -67
5,861   5,752 109
1,780   1,368 412
4,010   3,078 932
1,062,297   799,273 263,024
2,878   2,666 212
2,854   1,454 1,400
4,362   2,871 1,491
7,270   4,659 2,611
7,507   1,499 6,008
843   620 223
1,163   858 305
1,037   992 45
587   403 184
14,482   9,426 5,056
3,451   290 3,161
1,079   693 386
439   319 120
3,518   2,699 819
5,468   5,149 319
4,520   3,347 1,173
3,290   1,606 1,684
3,577   1,937 1,640
1,952   1,574 378
2,963   1,402 1,561
4,116   2,736 1,380
6,134   893 5,241
3,230   470 2,760
1,561   1,142 419
2,990   1,938 1,052
197   168 29
60   13 47
326   282 44
371   130 241
590   313 277
40   108 -68
147   82 65
43   43  
337   268 69
209   152 57
183   156 27
153   29 124
3,660   2,928 732
4,169   3,290 879
204   266 -62
15,483   19,679 -4,196
2,086   614 1,472
2,501   1,713 788
1,579   398 1,181
26   29 -3
73   83 -10
2,200   1,535 665
12   22 -10
2,804   1,890 914
633   368 265
1,604   594 1,010
73   98 -25
1,953   2,587 -634
3,702   4,582 -880
65   93 -28
2,355   3,319 -964
4,641   5,864 -1,223
69   86 -17
7,898   8,614 -716
593   416 177
5   1 4
580   333 247
3,493   941 2,552
3,774   2,700 1,074
7,548   6,586 962
16,002   10,055 5,947
880   491 389
4,343   4,316 27
14,297   13,239 1,058
2,714   2,502 212
6,877   6,221 656
2,172   2,281 -109
6,810   1,189 5,621
1,866   416 1,450
1,163   224 939
5,514   1,534 3,980
2,464   2,415 49
1,848   609 1,239
1,089   507 582
5,726   3,684 2,042
1,043   676 367
46   35 11
140   105 35
6,628   3,806 2,822
4,042   2,849 1,193
513   148 365
1,278   561 717
748   103 645
12,472   9,638 2,834
625   110 515
919   561 358
900   1,118 -218
905   767 138
3,229   2,431 798
3,026   3,347 -321
3,357   1,165 2,192
1,254   313 941
2,508   2,150 358
980   1,140 -160
556   568 -12
9,813   2,631 7,182
5,492   6,879 -1,387
4,516   1,011 3,505
2,274   294 1,980
3,492   464 3,028
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
      52,323
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       317
b       4,419
c       398
d       2,665
e       5
      97
      1,200
      4,076
      151
      103
      1,565
      2,504
      335
      71
      1,774
      146
      -37
      11
      35
      15
      447
      138
      1,097
      249
      56
      172
      973
      1,249
      756
      99
      779
      152
      922
      519
      443
      4,383
      142
      352
      3,653
      2,069
      150
      408
      384
      1,019
      1,104
      2,845
      -57
      379
      289
      729
      881
      447
      804
      287
      -47
      -25
      1,091
      3,040
      864
      3,755
      501
      1,654
      937
      3,305
      2
      210
      286
      196
      533
      833
      505
      291
      5
      190
      1,358
      1,318
      1,022
      1,198
      897
      1,055
      97
      4,294
      301
      426
      912
      1,291
      366
      535
      1,330
      466
      4,353
      5,675
      879
      171
      113
      948
      4,248
      3,877
      807
      2,361
      4,930
      3,021
      1,851
      638
      729
      1,450
      849
      934
      755
      1,382
      1,200
      2,018
      1,787
      539
      951
      1,968
      191
      24
      5,381
      4,642
      1,335
      2,566
      2,500
      1,438
      1,374
      1,393
      -6
      7,941
      2,313
      3,531
      4,997
      1,020
      920
      136
      2
      -1,201
      85
      151
      -26
      139
      84
      646
      108
      109
      134
      -173
      44
      13
      204
      -53
      41
      168
      41
      30
      22
      103
      18
      99
      5,052
      890
      2,470
      -84
      1,089
      6,706
      179
      2,074
      2,509
      550
      236
      401
      281
      2,542
      1,274
      375
      45
      1,738
      225
      -4
      42
      1,843
      459
      816
      1,518
      367
      467
      70
      910
      145
      3,764
      946
      314
      1,024
      740
      152
      243
      4,386
      7,837
      6,863
      13,428
      1,584
      15,567
      17,449
      4,531
      325
      3,723
      -139
      -680
      -270
      -43
      -397
      -67
      109
      412
      932
      263,024
      212
      1,400
      1,491
      2,611
      6,008
      223
      305
      45
      184
      5,056
      3,161
      386
      120
      819
      319
      1,173
      1,684
      1,640
      378
      1,561
      1,380
      5,241
      2,760
      419
      1,052
      29
      47
      44
      241
      277
      -68
      65
       
      69
      57
      27
      124
      732
      879
      -62
      -4,196
      1,472
      788
      1,181
      -3
      -10
      665
      -10
      914
      265
      1,010
      -25
      -634
      -880
      -28
      -964
      -1,223
      -17
      -716
      177
      4
      247
      2,552
      1,074
      962
      5,947
      389
      27
      1,058
      212
      656
      -109
      5,621
      1,450
      939
      3,980
      49
      1,239
      582
      2,042
      367
      11
      35
      2,822
      1,193
      365
      717
      645
      2,834
      515
      358
      -218
      138
      798
      -321
      2,192
      941
      358
      -160
      -12
      7,182
      -1,387
      3,505
      1,980
      3,028
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 704,006
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 10,186
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 10,186
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,536
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,464
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,000
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 5,814
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,814 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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
     
    No
    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)
    bulletOK
    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 ofbulletBOKF NA, dba BANK OF OKLAHOMA Telephone no.bullet (918) 619-1527

    Located atbulletPO BOX 1620TULSAOK ZIP+4bullet741011620
    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
    BOKF N A TRUSTEE
    10
    69,511    
    PO BOX 1620
    TULSA,OK741011620
    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
    6,994,525
    b
    Average of monthly cash balances.......................
    1b
    326,903
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,321,428
    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
    7,321,428
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    109,821
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,211,607
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    360,580
    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
    360,580
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,186
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,186
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    350,394
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    350,394
    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
    350,394
    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 7 350,394
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 100,739
    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$ 472,635
    a Applied to 2020, but not more than line 2a 100,739
    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..... 350,394
    e Remaining amount distributed out of corpus 21,502
    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 21,502
    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 ......
    21,502
    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.... 21,502
    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
    LITTLE LIGHT HOUSE
    MS JEAN WINFREY
    5120 E 36TH STREET
    TULSA,OK74135
    NONE 501(C)(3) ANNUAL FUND 50,000
    SALVATION ARMY
    PO BOX 397
    TULSA,OK741010397
    NONE 501(C)(3) ANNUAL FUND 50,000
    CITY OF TULSA - PARK FRIENDS INC
    MS LUCY DOLMAN
    CITY HALL - ONE TECHNOLOGY CENTER
    TULSA,OK74103
    NONE 501(C)(3) ANNUAL FUND 25,000
    GILCREASE MUSEUM
    MR FRANK J MULHERN
    1400 N GILCREASE MUSEUM ROAD
    TULSA,OK74127
    NONE 501(C)(3) ANNUAL FUND 50,000
    FIRST PRESBYTERIAN CHURCH USA OF
    TULSA OKLAHOMA
    ATTENTION BUSINESS OFFICE
    TULSA,OK74119
    NONE 501 (C)(3) ANNUAL FUND 250,000
    TULSA ZOO MANAGEMENT INC
    C/O LINDSAY HUTCHISON
    6421 EAST 36TH STREET NORTH
    TULSA,OK74115
    NONE 501 (C)(3) ANNUAL FUND 25,000
    Total .................................bullet 3a 450,000
    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 ............
        18 704,006  
    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) ..   798,587  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    798,587
    (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:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 3,500     3,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE INVESTMENT REVIEW STATEMEN 1,116,170 1,137,955

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE INVESTMENT REVIEW STATMEEN 2,908,870 4,998,596

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE INVESTMENT REVIEW STATEMEN AT COST 1,079,262 1,090,461

    TY 2021 OtherAssetsSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    INVESTMENT REVIEW STATEMENT 6 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Description Amount
    ADJUSTMENT 2,576


    TY 2021 OtherExpensesSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 8,091 8,091   0
    OTHER ALLOCABLE EXPENSE-PRINCI 348 348   0


    TY 2021 TaxesSchedule
    Name:
    HAROLD A WHITE AND EDNA L WHITE FOUNDATION
    EIN:
    73-1582836
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 108 108   0
    FEDERAL ESTIMATES - PRINCIPAL 1,757 0   1,757
    FOREIGN TAXES ON QUALIFIED FOR 1,197 1,197   0
    FOREIGN TAXES ON NONQUALIFIED 266 266   0