TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

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

OMB No. 1545-0047

2021

Open to Public Inspection

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

Name of foundation
ADAMS LEGACY FOUNDATION A DELAWARE NONPROFIT

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 803878
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60680

A Employer identification number

26-3373791

B Telephone number (see instructions)

(562) 431-0011

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$17,171,781J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)	2,188
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	348,158		347,026
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		2,936,470
b	Gross sales price for all assets on line 6a 18,265,480
7	Capital gain net income (from Part IV, line 2)...			2,936,470
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).......		81,494	41,625
12	Total. Add lines 1 through 11........	3,368,310		3,325,121
13	Compensation of officers, directors, trustees, etc.	33,800				33,800
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......	2,691		0	0	2,691
16a	Legal fees (attach schedule).........		14,707	0	0	14,707
b	Accounting fees (attach schedule).......		3,000	1,500	0	1,500
c	Other professional fees (attach schedule)....		78,204	78,204		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		53,011	8,011		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		58,730			58,730
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	244,143		87,715	0	111,428
25	Contributions, gifts, grants paid.......	564,000				564,000
26	Total expenses and disbursements. Add lines 24 and 25	808,143		87,715	0	675,428
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	2,560,167
b	Net investment income (if negative, enter -0-)			3,237,406
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	464,065	358,999	358,999
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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).......	9,948,819	8,635,330	9,517,892
	c	Investments—corporate bonds (attach schedule).......	1,335,489	5,553,735	6,014,191
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	371,240	371,072	410,699
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	1,090,000	870,000	870,000
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	13,209,613	15,789,136	17,171,781
	17	Accounts payable and accrued expenses..........	2,500	22,080
	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 )
	23	Total liabilities (add lines 17 through 22).........	2,500	22,080
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	13,207,113	15,767,056
	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).....	13,207,113	15,767,056
	30	Total liabilities and net assets/fund balances (see instructions).	13,209,613	15,789,136

Part III

Analysis of Changes in Net Assets or Fund Balances

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

13,207,113

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

2,560,167

Other increases not included in line 2 (itemize) bullet

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

15,767,280

Decreases not included in line 2 (itemize) bullet

224

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

15,767,056

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	94.9 ADR AIA GROUP LTD SPONSORED ADR		2018-10-23	2021-01-11
b	17.1 ADR AIA GROUP LTD SPONSORED ADR		2020-02-28	2021-01-11
c	1268. AT&T INC		2020-07-17	2021-01-12
d	248. AT&T INC		2020-07-16	2021-06-10
e	142. AT&T INC		2020-04-30	2021-06-10
	97.13 ABBOTT LABORATORIES		2020-04-30	2021-06-10
	441.87 ABBOTT LABORATORIES		2021-01-12	2021-06-10
	82. ABBVIE INC COM USD0.01		2020-12-16	2021-01-12
	16. ACTIVISION BLIZZARD INC COM STK		2020-08-04	2021-01-12
	21. ADR ADIDAS AG SPONSORED ADR		2020-07-22	2021-01-11
	4. ADOBE SYS INC		2020-07-17	2021-01-12
	26. ADOBE SYS INC		2020-07-17	2021-09-16
	43.03 ADR AIR LIQUIDE ADR		2020-04-13	2021-01-11
	84.97 ADR AIR LIQUIDE ADR		2016-04-06	2021-01-11
	37. ALLEGHANY CORP DEL (DELAWARE)		2021-01-12	2021-06-10
	19. ALPHABET INC CAPITAL STOCK USD0.001 CL A		2020-07-17	2021-01-12
	5. ALPHABET INC CAPITAL STOCK USD0.001 CL A		2020-08-04	2021-09-16
	37. ALTRIA GROUP INC		2021-01-12	2021-06-10
	6. AMAZON COM INC		2020-04-30	2021-06-10
	6. AMAZON COM INC		2020-08-04	2021-09-16
	115. AMEREN CORP COMMON STOCK		2020-08-04	2021-01-12
	279. AMERICAN EXPRESS CO		2020-07-17	2021-01-12
	11. AMERICAN TOWER CORP		2020-07-17	2021-01-12
	113. ELEVANCE HEALTH, INC		2020-07-17	2021-01-12
	299. APPLE COMPUTER INC		2020-07-17	2021-01-12
	16. APPLIED MATERIALS INC		2021-01-12	2021-06-10
	27. ADR ARKEMA SPONSORED ADR		2012-06-22	2021-01-11
	246.52 GDR ASSA ABLOY AB ADR		2019-12-19	2021-01-11
	262.48 GDR ASSA ABLOY AB ADR		2020-05-19	2021-01-11
	169. ASSURANT INC		2021-01-12	2021-06-10
	21. AUTOLIV INC		2020-07-17	2021-01-11
	103. AUTOMATIC DATA PROCESSING INC		2020-04-30	2021-06-10
	78. AUTOMATIC DATA PROCESSING INC		2021-01-12	2021-06-10
	9.8 AUTOZONE INC		2020-07-17	2021-06-10
	10.2 AUTOZONE INC		2020-04-30	2021-06-10
	463. BK AMER CORP COM		2021-01-12	2021-06-10
	82.59 ADR BARRATT DEVS PLC ADR		2019-11-13	2021-01-11
	53.41 ADR BARRATT DEVS PLC ADR		2020-05-12	2021-01-11
	291. BERKLEY W R CORP COM		2020-07-17	2021-01-13
	35. BERKSHIRE HATHAWAY INC-CL B		2021-01-12	2021-06-10
	19. BERKSHIRE HATHAWAY INC-CL B		2020-08-04	2021-09-16
	62. BLACKROCK INC CL A		2021-01-12	2021-06-10
	.55 BOOKING HLDGS INC COM		2020-04-30	2021-06-10
	6.45 BOOKING HLDGS INC COM		2020-08-04	2021-06-10
	368. ADR BRENNTAG SE UNSP ADR EA REPR 1/10 ORD SHS		2019-05-09	2021-01-11
	264. BRIDGESTONE CORP ADR-EACH CNV INTO 10 ORD Y50		2018-06-04	2021-01-11
	18. BROADCOM INC COM		2020-04-30	2021-06-10
	12. BROADCOM INC COM		2021-01-12	2021-06-10
	33.03 ADR BUNZL PLC SPONSORED ADR NEW		2020-05-14	2021-01-11
	206.97 ADR BUNZL PLC SPONSORED ADR NEW		2019-08-02	2021-01-11
	210. C H ROBINSON WORLDWIDE INC COM NEW COM NEW		2020-08-04	2021-01-12
	82.65 ADR CRH PLC ADR		2020-08-27	2021-01-11
	160.35 ADR CRH PLC ADR		2019-07-31	2021-01-11
	16. CSX CORP		2021-01-12	2021-06-10
	20. CATERPILLAR INC		2020-07-17	2021-01-12
	12. CHARTER COMMUNICATIONS INC NEW CL A CL A		2020-07-17	2021-01-12
	31.55 CHARTER COMMUNICATIONS INC NEW CL A CL A		2020-04-30	2021-06-10
	29.45 CHARTER COMMUNICATIONS INC NEW CL A CL A		2020-07-17	2021-06-10
	44. CHEMED CORP NEW COM		2020-08-04	2021-06-10
	3. CHEVRONTEXACO CORP COM		2019-01-24	2021-01-12
	14. CHEVRONTEXACO CORP COM		2020-02-28	2021-01-12
	101. CHEVRONTEXACO CORP COM		2020-04-30	2021-06-10
	60. CISCO SYS INC		2012-12-13	2021-01-12
	22. CINTAS CORP		2020-07-16	2021-01-12
	42. CITIGROUP INC COM NEW COM NEW		2020-07-17	2021-01-12
	494. CITIZENS FINL GROUP INC COM		2021-06-10	2021-09-16
	185. CITRIX SYS INC		2021-01-12	2021-06-10
	236.96 COCA COLA CO		2019-02-04	2021-01-12
	392.04 COCA COLA CO		2020-07-17	2021-01-12
	26. COLGATE-PALMOLIVE CO., COMMON STOCK, $1 PAR		2020-07-17	2021-01-12
	170.35 COMCAST CORP NEW CL A		2019-01-29	2021-01-12
	128.65 COMCAST CORP NEW CL A		2020-04-30	2021-01-12
	92. COMMERCE BANCSHARES, INC., COMMON STOCK, $10 PAR		2020-12-16	2021-01-12
	160. COSTCO WHSL CORP NEW		2021-01-12	2021-06-10
	22.03 CREDIT ACCEP CORP MICH COM		2020-04-30	2021-06-10
	22.97 CREDIT ACCEP CORP MICH COM		2020-07-17	2021-06-10
	58. DBS GROUP HOLDINGS LTD-SPONSORED ADR		2018-12-12	2021-01-11
	221. DAIKIN INDS LTD ADR		2015-10-05	2021-01-11
	146. ADR DEUTSCHE BOERSE ADR		2017-05-02	2021-01-11
	30. ADR DIAGEO PLC SPONSORED ADR NEW		2020-07-27	2021-01-11
	22328.07 MFO DOUBLELINE CORE FIXED INCOME FUND I		2015-07-30	2021-05-27
	221862.52 MFO DOUBLELINE CORE FIXED INCOME FUND I		2021-01-13	2021-05-27
	181. DUKE ENERGY CORP NEW COM NEW COM NEW		2021-01-12	2021-06-10
	448. EBAY INC		2021-06-10	2021-09-16
	7. ECOLAB INC		2020-07-17	2021-01-12
	56.33 ECOLAB INC		2020-04-30	2021-06-10
	67.67 ECOLAB INC		2020-07-17	2021-06-10
	49. ENBRIDGE INC COM		2016-01-22	2021-01-11
	23. ETSY INC COM		2021-06-10	2021-09-16
	537. EXELON CORP		2020-07-17	2021-01-12
	3. EXPEDITORS INTL WASH INC		2020-08-04	2021-01-12
	256. EXPEDITORS INTL WASH INC		2020-08-04	2021-06-10
	52.74 META PLATFORMS INC		2020-04-30	2021-06-10
	1.26 META PLATFORMS INC		2020-08-04	2021-06-10
	87.4 #REORG/ADR FERGUSON MANDATORY EXCHANGE FERGUSON 2C14A23 03-08-202		2020-05-13	2021-01-11
	471.6 #REORG/ADR FERGUSON MANDATORY EXCHANGE FERGUSON 2C14A23 03-08-20		2019-03-27	2021-01-11
	42. FIRST CTZNS BANCSHARES INC N C CL A CL A		2020-07-17	2021-01-12
	10670. MFC FLEXSHARES TR MORNINGSTAR GLOBAL UPSTREAM NAT RES INDEX FD		2018-07-25	2021-01-11
	5967. MFC FLEXSHARES US QUALITY LARGE CAP INDEX FUND		2019-08-09	2021-01-11
	17902. MFC FLEXSHARES US QUALITY LARGE CAP INDEX FUND		2020-04-27	2021-01-11
	25981. MFC FLEXSHARES US QUALITY LARGE CAP INDEX FUND		2020-04-27	2021-06-10
	13933. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD		2020-04-27	2021-01-11
	46181. MFC FLEXSHARES TR INTL QUALITY DIVIDEND INDEX FD		2020-04-27	2021-05-27
	24641.39 MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD		2020-04-27	2021-01-11
	18279.61 MFC FLEXSHARES TRUST QUALITY DIVID INDEXFD		2019-08-09	2021-01-11
	493. GILEAD SCIENCES INC		2020-07-17	2021-01-12
	24. GILEAD SCIENCES INC		2020-07-16	2021-06-10
	26. ADR GIVAUDAN SA ADR		2009-06-26	2021-01-11
	7. GOLDMAN SACHS GROUP INC		2021-01-12	2021-06-10
	134. HCA HEALTHCARE INC COM		2021-06-10	2021-09-16
	46.26 ADR HDFC BK LTD ADR REPSTG 3 SHS		2019-07-31	2021-01-11
	29.74 ADR HDFC BK LTD ADR REPSTG 3 SHS		2020-09-11	2021-01-11
	70.32 HANOVER INS GROUP INC COM		2020-04-30	2021-06-10
	93.68 HANOVER INS GROUP INC COM		2020-07-17	2021-06-10
	454. HAWAIIAN ELEC INDS INC COM		2020-07-17	2021-01-12
	108.69 ADR HEINEKEN N V SPONSORED ADR LEVEL 1		2019-08-02	2021-01-11
	19.31 ADR HEINEKEN N V SPONSORED ADR LEVEL 1		2020-11-06	2021-01-11
	83.83 JACK HENRY & ASSOC INC		2021-01-12	2021-06-10
	59.17 JACK HENRY & ASSOC INC		2020-04-30	2021-06-10
	86.68 HERSHEY FOODS CORP		2020-07-17	2021-06-10
	65.32 HERSHEY FOODS CORP		2020-04-30	2021-06-10
	27. HONEYWELL INTL INC		2020-04-30	2021-06-10
	3. HONEYWELL INTL INC		2021-01-12	2021-06-10
	37.79 ADR HOYA CORP SPONSORED ADR		2019-06-07	2021-01-11
	8.21 ADR HOYA CORP SPONSORED ADR		2020-03-24	2021-01-11
	167. J B HUNT TRANS SVCS INC		2020-08-04	2021-01-12
	172.4 IDACORP INC COMMON		2021-01-12	2021-06-10
	87.6 IDACORP INC COMMON		2020-04-30	2021-06-10
	64.3 INFINEON TECHNOLOGIES AG SPONSORED ADR		2020-03-11	2021-01-11
	57.7 INFINEON TECHNOLOGIES AG SPONSORED ADR		2019-06-27	2021-01-11
	408. INFOSYS TECHNOLOGIES LTD SPONSORED ADR		2020-05-20	2021-01-11
	89. INTEL CORP		2020-07-17	2021-01-12
	26. INTL BUSINESS MACHINES CORP		2020-07-17	2021-01-12
	12. INTUIT		2020-07-17	2021-01-12
	55.45 INTUIT		2020-07-17	2021-06-10
	50.55 INTUIT		2020-04-30	2021-06-10
	4622. MFC ISHARES TR MSCI EAFE INDEX FD		2020-04-27	2021-01-11
	15348. MFC ISHARES TR MSCI EAFE INDEX FD		2020-04-27	2021-05-27
	4032. MFC ISHARES TR MSCI EAFE INDEX FD		2021-01-19	2021-05-27
	18. JOHNSON & JOHNSON		2015-08-25	2021-01-12
	354. ADR JULIUS BAER GROUP LTD-UN ADR		2014-04-23	2021-01-11
	124. ADR KBC GROUP NV		2019-09-12	2021-01-11
	139. ADR KAO CORP UNSP ADS EA REP 0.20 ORD SH		2016-12-28	2021-01-11
	45.57 ADR KERRY GROUP PLC SPONSORED ADR		2019-07-09	2021-01-11
	10.43 ADR KERRY GROUP PLC SPONSORED ADR		2020-08-05	2021-01-11
	1111. KIMCO REALTY CORP		2021-06-10	2021-09-16
	87. KONINKLIJKE PHILIPS ELECTRS NV		2020-09-16	2021-01-11
	665. KROGER CO., COMMON STOCK, $1 PAR		2020-08-04	2021-01-12
	39. ADR L OREAL S A ADR		2011-09-09	2021-01-11
	3. LAM RESEARCH CORP		2021-01-12	2021-06-10
	13. LANDSTAR SYS INC		2020-08-04	2021-01-12
	161. LANDSTAR SYS INC		2020-08-04	2021-06-10
	197. LIFE STORAGE INC COM		2020-07-17	2021-01-12
	72. ELI LILLY & CO		2019-11-18	2021-01-12
	1. LOCKHEED MARTIN CORP		2013-08-01	2021-01-12
	2. LOCKHEED MARTIN CORP		2020-04-30	2021-01-12
	5. LOCKHEED MARTIN CORP		2020-04-30	2021-06-10
	118. ADR LONDON STK EXCHANGE GROUP ADR		2017-11-22	2021-01-11
	99. ADR LONZA GROUP AG ADR		2019-01-30	2021-01-11
	20. LOWES COMPANIES INC		2020-07-17	2021-01-12
	125. MARSH & MCLENNAN COS INC		2020-08-04	2021-01-12
	106. MARSH & MCLENNAN COS INC		2020-08-04	2021-06-10
	12. MASTERCARD INC CL A		2020-07-17	2021-01-12
	39. MC DONALDS CORP. COMMON STOCK, NO PAR		2020-08-04	2021-01-12
	607. MERCK & CO INC		2020-05-13	2021-06-10
	38. MICROSOFT CORP COM		2013-01-16	2021-01-12
	31. MORGAN STANLEY DEAN WITTER & CO COM NEW ISIN #6174464486		2021-01-12	2021-06-10
	30.95 NEWMARKET CORP COM		2021-01-12	2021-06-10
	23.05 NEWMARKET CORP COM		2020-04-30	2021-06-10
	430. NEWMONT MINING CORP NEW COMMON STOCK		2021-01-12	2021-06-10
	352. NEXTERA ENERGY INC COM		2021-01-12	2021-06-10
	27027.03 MFB NORTHERN FUNDS BD INDEX FD		2021-01-13	2021-01-20
	198232.1 MFB NORTHERN FUNDS BD INDEX FD		2021-05-27	2021-05-27
	47197.64 MFB NORTHN HI YIELD FXD INC FD		2019-03-29	2021-01-12
	14684.29 MFB NORTHN HI YIELD FXD INC FD		2018-07-31	2021-05-27
	23051.81 MFB NORTHN HI YIELD FXD INC FD		2020-12-15	2021-06-07
	20807.84 MFB NORTHN HI YIELD FXD INC FD		2020-04-27	2021-06-07
	3573.59 MFB NORTHERN FDS STK INDEX FD		2020-12-17	2021-01-12
	56.92 ADR NOVARTIS AG SPONSORED ADR ISIN #US66987V1098		2011-12-20	2021-01-11
	6.08 ADR NOVARTIS AG SPONSORED ADR ISIN #US66987V1098		2020-03-27	2021-01-11
	5. OLD DOMINION FREIGHT LINE INC COM		2020-08-04	2021-01-12
	119. OLD DOMINION FREIGHT LINE INC COM		2020-08-04	2021-06-10
	254. OLLIES BARGAIN OUTLET HLDGS INC COM		2021-01-12	2021-06-10
	346. ORACLE CORPORATION		2020-07-17	2021-01-12
	.7 ORGANON & CO COM		2020-04-30	2021-06-03
	60. ORGANON & CO COM		2020-05-13	2021-06-10
	105. PAYCHEX INC		2020-04-30	2021-06-10
	41.27 PEPSICO INC		2019-10-22	2021-01-12
	99.73 PEPSICO INC		2020-04-30	2021-01-12
	36.26 #REORG/PERNOD RICARD MANDATORY EXCHNGE PERNOD RICARD 000281PAR3		2020-03-31	2021-01-11
	163.74 #REORG/PERNOD RICARD MANDATORY EXCHNGE PERNOD RICARD 000281PAR3		2019-08-01	2021-01-11
	63. PFIZER INC		2019-07-09	2021-01-12
	94.65 PFIZER INC		2020-04-30	2021-06-10
	208.35 PFIZER INC		2020-07-17	2021-06-10
	23. PHILIP MORRIS INTERNATIONAL		2020-07-17	2021-01-12
	23.22 PHILIP MORRIS INTERNATIONAL		2020-07-17	2021-06-10
	34.78 PHILIP MORRIS INTERNATIONAL		2020-04-30	2021-06-10
	99.1 PINNACLE WEST CAPITAL CORP		2020-04-30	2021-06-10
	131.9 PINNACLE WEST CAPITAL CORP		2020-07-17	2021-06-10
	68. POOL CORP COM STK		2020-07-17	2021-01-12
	92.11 PRUDENTIAL PLC ADR		2019-03-22	2021-01-11
	30.89 PRUDENTIAL PLC ADR		2020-02-28	2021-01-11
	47.27 PUB STORAGE INC COM		2020-04-30	2021-06-10
	67.73 PUB STORAGE INC COM		2021-01-12	2021-06-10
	18. QUALCOMM INC		2020-04-30	2021-06-10
	38. QUALCOMM INC		2021-01-12	2021-06-10
	270.75 ADR RECKITT BENCKISER GROUP PLC SPONSORED ADR		2019-08-01	2021-01-11
	101.25 ADR RECKITT BENCKISER GROUP PLC SPONSORED ADR		2020-10-22	2021-01-11
	54. REGENERON PHARMACEUTICALS INC		2021-01-12	2021-06-10
	1063. REGIONS FINL CORP NEW COM		2021-06-10	2021-09-16
	129.61 ADR RELX PLC SPONSORED ADR		2020-10-29	2021-01-11
	177.39 ADR RELX PLC SPONSORED ADR		2011-08-08	2021-01-11
	80. REPUBLIC SVCS INC		2021-01-12	2021-06-10
	29. RESMED INC		2021-06-10	2021-09-16
	145. ADR RIGHTMOVE PLC ADR		2020-05-07	2021-01-11
	11.56 ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104		2020-10-20	2021-01-11
	223.44 ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104		2010-07-23	2021-01-11
	155. ROYAL GOLD INC COM STK USD0.01		2020-07-17	2021-01-12
	117. ROYAL GOLD INC COM STK USD0.01		2021-06-10	2021-09-16
	4. S&P GLOBAL INC COM		2020-07-16	2021-01-12
	47. S&P GLOBAL INC COM		2020-04-30	2021-06-10
	4. S&P GLOBAL INC COM		2020-07-16	2021-06-10
	317. SAGE THERAPEUTICS INC COM		2021-06-10	2021-09-16
	149. ADR SANTEN PHARMACEUTICAL CO LT		2014-06-03	2021-01-11
	48.91 SAP AKTIENGESELLSCHAFT SPONSORED ADR		2019-07-19	2021-01-11
	12.09 SAP AKTIENGESELLSCHAFT SPONSORED ADR		2020-10-07	2021-01-11
	80.28 ADR SCHNEIDER ELECTRIC SE		2019-03-14	2021-01-11
	134.72 ADR SCHNEIDER ELECTRIC SE		2020-05-14	2021-01-11
	124. SGS SA		2009-09-01	2021-01-11
	82.13 SMITH & NEPHEW P L C SPD ADR NEW		2020-06-18	2021-01-11
	30.87 SMITH & NEPHEW P L C SPD ADR NEW		2019-10-22	2021-01-11
	92. ADR SMITHS GROUP PLC SPONSORED ADR		2018-04-19	2021-01-11
	83. ADR SMURFIT KAPPA GROUP PLC ADR		2020-09-30	2021-01-11
	127. ADR SONOVA HLDG AG UNSP ADR		2018-12-12	2021-01-11
	32. SOUTHERN CO		2020-04-30	2021-01-12
	279.02 SOUTHERN CO		2020-07-17	2021-06-10
	179.98 SOUTHERN CO		2020-04-30	2021-06-10
	22. TJX COS INC NEW		2021-01-12	2021-06-10
	125. T-MOBILE US INC COM		2020-08-04	2021-01-12
	71. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR		2019-07-12	2021-01-11
	133. TAKE-TWO INTERACTIVE SOFTWARE INC		2021-06-10	2021-09-16
	18. TARGET CORP		2020-08-04	2021-01-12
	177. TARGA RES CORP COM		2021-06-10	2021-09-16
	111. ADR TECHTRONIC INDS LTD SPONSORED ADR		2017-07-06	2021-01-11
	298. ADR TECHNOPRO HLDGS INC SPONSORED ADR		2019-09-12	2021-01-11
	20.97 GDR TELEPERFORMANCE SA ADR		2019-05-07	2021-01-11
	27.03 GDR TELEPERFORMANCE SA ADR		2020-04-03	2021-01-11
	81. ADR TERUMO CORP ADR		2019-08-02	2021-01-11
	12.23 THERMO ELECTRON CORP		2020-07-17	2021-06-10
	9.77 THERMO ELECTRON CORP		2020-04-30	2021-06-10
	63. ADR TOKIO MARINE HLDGS INC ADR COM STK		2020-07-08	2021-01-11
	76. ADR TOTAL SA		2016-05-23	2021-01-11
	2.77 TOYOTA MOTOR CORP SP ADR REP2COM		2020-03-23	2021-01-11
	38.23 TOYOTA MOTOR CORP SP ADR REP2COM		2019-04-05	2021-01-11
	184. THE TRAVELERS COMPANIES INC.		2021-01-12	2021-06-10
	56. TYLER TECHNOLOGIES INC		2021-01-12	2021-06-10
	53.16 ADR UNILEVER PLC SPONSORED ADR NEW		2009-03-24	2021-01-11
	60.84 ADR UNILEVER PLC SPONSORED ADR NEW		2020-09-11	2021-01-11
	19. UNION PAC CORP COM		2020-04-30	2021-06-10
	46. UNION PAC CORP COM		2020-07-17	2021-09-16
	86.4 UNITEDHEALTH GROUP INC		2020-07-17	2021-06-10
	65.6 UNITEDHEALTH GROUP INC		2020-04-30	2021-06-10
	6193. MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF		2021-01-19	2021-05-27
	14248. MFC VANGUARD INTL EQUITY INDEX FDS FTSE EMERGING MKTS ETF		2020-04-27	2021-05-27
	94.36 VERIZON COMMUNICATIONS		2020-07-17	2021-06-10
	1042.64 VERIZON COMMUNICATIONS		2020-05-13	2021-06-10
	127. VERISK ANALYTICS INC COM USD0.001		2021-01-12	2021-06-10
	34.49 VIATRIS INC		2020-07-17	2021-01-12
	9.51 VIATRIS INC		2019-07-09	2021-01-12
	21. VISA INC CLASS A SHARES		2020-07-17	2021-01-12
	38. WEC ENERGY GROUP INC COM		2021-01-12	2021-06-10
	248. WEC ENERGY GROUP INC COM		2020-04-30	2021-06-10
	23. WAL MART STORES INC		2020-07-17	2021-01-12
	368.57 WAL MART STORES INC		2020-08-04	2021-06-10
	59.43 WAL MART STORES INC		2020-04-30	2021-06-10
	3. WASTE MGMT INC DEL		2020-08-04	2021-01-12
	228. WASTE MGMT INC DEL		2020-08-04	2021-06-10
	12. WATERS CORP		2021-06-10	2021-09-16
	182. ADR WEIR GROUP PLC		2020-07-27	2021-01-11
	95. WELLS FARGO & CO NEW		2020-04-30	2021-06-10
	37. WELLS FARGO & CO NEW		2021-01-12	2021-06-10
	13. WEST PHARMACEUTICAL SVSC INC		2021-06-10	2021-09-16
	80. ZOETIS INC COM USD0.01 CL 'A'		2021-01-12	2021-06-10
	50. ZOOM VIDEO COMMUNICATIONS INC CL A CL A		2021-01-12	2021-06-10
	26. AON PLC		2013-06-12	2021-01-11
	4. AON PLC		2020-07-16	2021-01-12
	4. AON PLC		2020-07-16	2021-06-10
	45. AON PLC		2020-04-30	2021-06-10
	23. WHITE MOUNTAINS INSURANCE GROUP COM STOCK		2020-08-04	2021-01-12
	19. WILLIS TOWERS WATSON PLC COM USD0.000115		2015-07-29	2021-01-11
	13. CHUBB LTD ORD CHF24.15		2020-07-17	2021-01-12
	45.78 CHUBB LTD ORD CHF24.15		2020-04-30	2021-06-10
	48.22 CHUBB LTD ORD CHF24.15		2020-07-17	2021-06-10
	294. UBS GROUP AG COMMON STOCK		2019-03-19	2021-01-11
	20.98 CHECK POINT SOFTWARE TECH ORD		2020-10-23	2021-01-11
	48.02 CHECK POINT SOFTWARE TECH ORD		2019-11-22	2021-01-11
	13.82 AERCAP HOLDINGS N.V. EUR0.01		2020-03-12	2021-01-11
	33.18 AERCAP HOLDINGS N.V. EUR0.01		2019-01-03	2021-01-11
	16. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)		2013-04-01	2021-01-11
	7.64 NXP SEMICONDUCTORS N V COM STK		2020-05-29	2021-01-11
	22.36 NXP SEMICONDUCTORS N V COM STK		2019-03-22	2021-01-11
	34. QIAGEN NV EUR0.01		2020-11-11	2021-01-11
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
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(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,849	2,551	2,298
b	874	673	201
c	36,409	38,511	-2,102
d	7,251	7,508	-257
e	4,152	4,309	-157
	10,693	6,161	4,532
	48,644	46,821	1,823
	9,016	6,135	2,881
	1,434	1,370	64
	3,725	2,428	1,297
	1,877	1,718	159
	17,127	11,165	5,962
	1,424	1,117	307
	2,813	1,508	1,305
	26,133	23,371	2,762
	33,168	28,701	4,467
	14,312	7,519	6,793
	1,861	1,534	327
	19,968	14,502	5,466
	20,799	18,298	2,501
	8,566	9,397	-831
	34,089	26,254	7,835
	2,336	2,856	-520
	38,057	30,636	7,421
	38,546	28,871	9,675
	2,192	1,602	590
	3,104	1,805	1,299
	3,145	2,758	387
	3,349	2,430	919
	27,575	23,803	3,772
	1,932	1,406	526
	20,538	16,228	4,310
	15,553	13,181	2,372
	13,519	11,312	2,207
	14,071	10,465	3,606
	19,417	15,700	3,717
	1,557	1,396	161
	1,007	666	341
	19,359	17,312	2,047
	10,071	8,166	1,905
	5,263	3,794	1,469
	54,140	44,845	9,295
	1,270	808	462
	14,899	10,900	3,999
	6,007	4,146	1,861
	4,577	4,838	-261
	8,366	4,555	3,811
	5,577	5,454	123
	1,110	683	427
	6,957	3,064	3,893
	20,261	20,096	165
	3,786	2,696	1,090
	7,345	5,424	1,921
	1,554	1,530	24
	3,934	2,557	1,377
	7,562	6,800	762
	21,715	15,626	6,089
	20,270	16,532	3,738
	21,329	22,198	-869
	280	337	-57
	1,306	1,420	-114
	10,963	9,187	1,776
	2,729	1,185	1,544
	7,488	5,077	2,411
	2,805	2,141	664
	21,734	23,625	-1,891
	21,872	24,364	-2,492
	11,848	11,665	183
	19,602	18,683	919
	2,144	1,954	190
	8,617	6,106	2,511
	6,508	4,815	1,693
	6,663	5,395	1,268
	61,250	58,045	3,205
	9,322	6,651	2,671
	9,720	10,172	-452
	4,685	4,222	463
	4,949	1,288	3,661
	2,429	1,442	987
	4,769	4,762	7
	248,511	244,716	3,795
	2,469,330	2,500,391	-31,061
	18,369	16,022	2,347
	33,177	29,953	3,224
	1,551	1,471	80
	12,053	10,898	1,155
	14,480	14,188	292
	1,627	1,748	-121
	5,078	3,859	1,219
	22,446	20,407	2,039
	288	263	25
	31,991	22,401	9,590
	17,491	10,746	6,745
	418	313	105
	1,089	663	426
	5,874	3,388	2,486
	26,834	16,539	10,295
	371,568	369,531	2,037
	248,565	199,238	49,327
	745,736	572,909	172,827
	1,221,815	807,247	414,568
	346,750	258,488	88,262
	1,253,692	855,443	398,249
	1,239,127	980,296	258,831
	919,216	690,777	228,439
	30,391	39,137	-8,746
	1,668	1,827	-159
	2,182	313	1,869
	2,673	2,119	554
	34,567	28,195	6,372
	3,384	2,652	732
	2,175	1,467	708
	9,831	7,140	2,691
	13,097	9,337	3,760
	15,337	17,475	-2,138
	6,039	4,775	1,264
	1,073	933	140
	13,544	14,728	-1,184
	9,560	9,655	-95
	15,128	11,762	3,366
	11,400	8,677	2,723
	6,135	3,718	2,417
	682	624	58
	5,111	2,389	2,722
	1,110	646	464
	24,734	21,936	2,798
	17,195	15,635	1,560
	8,737	8,216	521
	2,640	1,256	1,384
	2,369	1,005	1,364
	7,660	4,211	3,449
	4,770	5,342	-572
	3,351	3,266	85
	4,398	3,461	937
	26,188	15,895	10,293
	23,873	13,706	10,167
	345,473	257,954	87,519
	1,238,838	856,430	382,408
	325,449	301,969	23,480
	2,855	1,710	1,145
	4,289	3,310	979
	4,472	4,760	-288
	2,090	1,324	766
	6,583	4,881	1,702
	1,507	1,341	166
	24,473	24,518	-45
	4,758	3,734	1,024
	21,243	23,550	-2,307
	2,888	794	2,094
	1,922	1,603	319
	1,908	1,637	271
	25,863	20,275	5,588
	22,998	18,119	4,879
	12,961	8,190	4,771
	338	122	216
	677	776	-99
	1,941	1,940	1
	3,709	1,514	2,195
	6,560	2,496	4,064
	3,382	2,861	521
	14,143	14,651	-508
	14,756	12,424	2,332
	4,080	3,628	452
	8,257	7,768	489
	46,379	45,134	1,245
	8,166	1,032	7,134
	2,866	2,366	500
	10,398	13,091	-2,693
	7,744	9,630	-1,886
	30,498	29,611	887
	25,656	28,045	-2,389
	300,000	300,000
	2,144,871	2,200,367	-55,496
	320,000	312,612	7,388
	100,000	96,035	3,965
	157,674		157,674
	142,326	125,825	16,501
	151,877	128,612	23,265
	5,365	2,735	2,630
	573	482	91
	1,011	923	88
	29,651	21,967	7,684
	21,682	25,226	-3,544
	21,683	18,874	2,809
	21	26	-5
	1,839	2,203	-364
	10,966	6,739	4,227
	5,800	4,298	1,502
	14,015	13,207	808
	1,379	1,029	350
	6,228	3,883	2,345
	2,330	2,670	-340
	3,836	3,515	321
	8,444	7,093	1,351
	1,871	1,735	136
	2,262	1,745	517
	3,388	2,600	788
	8,695	7,551	1,144
	11,572	10,747	825
	26,078	16,473	9,605
	3,536	4,071	-535
	1,186	1,014	172
	13,948	8,671	5,277
	19,985	13,030	6,955
	2,416	1,413	1,003
	5,100	4,372	728
	4,843	4,368	475
	1,811	1,814	-3
	28,633	27,765	868
	21,129	22,932	-1,803
	3,277	2,748	529
	4,485	1,325	3,160
	8,737	7,640	1,097
	8,250	6,331	1,919
	2,490	1,788	702
	509	489	20
	9,830	3,614	6,216
	16,427	19,395	-2,968
	12,227	14,552	-2,325
	1,256	1,394	-138
	18,037	13,740	4,297
	1,535	1,394	141
	14,180	24,625	-10,445
	2,382	1,711	671
	6,306	2,958	3,348
	1,559	1,697	-138
	2,466	1,047	1,419
	4,139	2,364	1,775
	3,744	1,549	2,195
	3,537	3,175	362
	1,329	1,364	-35
	1,931	2,091	-160
	4,053	2,857	1,196
	6,386	3,209	3,177
	1,901	1,820	81
	17,767	15,135	2,632
	11,461	10,238	1,223
	1,430	1,506	-76
	16,437	13,493	2,944
	8,710	2,114	6,596
	20,284	24,624	-4,340
	3,571	2,342	1,229
	8,146	8,148	-2
	8,324	2,133	6,191
	5,231	3,431	1,800
	3,436	1,970	1,466
	4,428	3,179	1,249
	3,361	2,433	928
	5,666	4,815	851
	4,526	3,252	1,274
	3,342	2,654	688
	3,438	3,425	13
	426	305	121
	5,878	3,252	2,626
	28,536	25,553	2,983
	23,651	23,984	-333
	3,147	1,099	2,048
	3,602	3,198	404
	4,192	3,013	1,179
	9,416	8,331	1,085
	34,665	26,581	8,084
	26,320	18,933	7,387
	331,986	326,310	5,676
	763,789	507,871	255,918
	5,425	5,313	112
	59,939	57,793	2,146
	21,556	24,792	-3,236
	637	530	107
	176	179	-3
	4,404	4,076	328
	3,529	3,258	271
	23,028	15,627	7,401
	3,437	3,035	402
	51,558	48,300	3,258
	8,314	7,211	1,103
	349	325	24
	31,896	24,718	7,178
	4,816	3,998	818
	2,538	1,471	1,067
	4,311	2,864	1,447
	1,679	1,124	555
	5,861	4,305	1,556
	14,532	13,268	1,264
	17,162	16,997	165
	5,280	1,695	3,585
	816	810	6
	999	810	189
	11,237	7,744	3,493
	24,256	21,094	3,162
	3,824	2,394	1,430
	2,022	1,769	253
	7,623	5,009	2,614
	8,029	6,554	1,475
	4,470	4,939	-469
	2,807	2,448	359
	6,425	2,775	3,650
	631	418	213
	1,516	1,250	266
	8,104	1,087	7,017
	1,324	752	572
	3,876	2,053	1,823
	1,778	1,597	181
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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			2,298
b			201
c			-2,102
d			-257
e			-157
			4,532
			1,823
			2,881
			64
			1,297
			159
			5,962
			307
			1,305
			2,762
			4,467
			6,793
			327
			5,466
			2,501
			-831
			7,835
			-520
			7,421
			9,675
			590
			1,299
			387
			919
			3,772
			526
			4,310
			2,372
			2,207
			3,606
			3,717
			161
			341
			2,047
			1,905
			1,469
			9,295
			462
			3,999
			1,861
			-261
			3,811
			123
			427
			3,893
			165
			1,090
			1,921
			24
			1,377
			762
			6,089
			3,738
			-869
			-57
			-114
			1,776
			1,544
			2,411
			664
			-1,891
			-2,492
			183
			919
			190
			2,511
			1,693
			1,268
			3,205
			2,671
			-452
			463
			3,661
			987
			7
			3,795
			-31,061
			2,347
			3,224
			80
			1,155
			292
			-121
			1,219
			2,039
			25
			9,590
			6,745
			105
			426
			2,486
			10,295
			2,037
			49,327
			172,827
			414,568
			88,262
			398,249
			258,831
			228,439
			-8,746
			-159
			1,869
			554
			6,372
			732
			708
			2,691
			3,760
			-2,138
			1,264
			140
			-1,184
			-95
			3,366
			2,723
			2,417
			58
			2,722
			464
			2,798
			1,560
			521
			1,384
			1,364
			3,449
			-572
			85
			937
			10,293
			10,167
			87,519
			382,408
			23,480
			1,145
			979
			-288
			766
			1,702
			166
			-45
			1,024
			-2,307
			2,094
			319
			271
			5,588
			4,879
			4,771
			216
			-99
			1
			2,195
			4,064
			521
			-508
			2,332
			452
			489
			1,245
			7,134
			500
			-2,693
			-1,886
			887
			-2,389

			-55,496
			7,388
			3,965
			157,674
			16,501
			23,265
			2,630
			91
			88
			7,684
			-3,544
			2,809
			-5
			-364
			4,227
			1,502
			808
			350
			2,345
			-340
			321
			1,351
			136
			517
			788
			1,144
			825
			9,605
			-535
			172
			5,277
			6,955
			1,003
			728
			475
			-3
			868
			-1,803
			529
			3,160
			1,097
			1,919
			702
			20
			6,216
			-2,968
			-2,325
			-138
			4,297
			141
			-10,445
			671
			3,348
			-138
			1,419
			1,775
			2,195
			362
			-35
			-160
			1,196
			3,177
			81
			2,632
			1,223
			-76
			2,944
			6,596
			-4,340
			1,229
			-2
			6,191
			1,800
			1,466
			1,249
			928
			851
			1,274
			688
			13
			121
			2,626
			2,983
			-333
			2,048
			404
			1,179
			1,085
			8,084
			7,387
			5,676
			255,918
			112
			2,146
			-3,236
			107
			-3
			328
			271
			7,401
			402
			3,258
			1,103
			24
			7,178
			818
			1,067
			1,447
			555
			1,556
			1,264
			165
			3,585
			6
			189
			3,493
			3,162
			1,430
			253
			2,614
			1,475
			-469
			359
			3,650
			213
			266
			7,017
			572
			1,823
			181

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	2,936,470
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	45,000
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	45,000
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	3,184
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	45,000
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	48,184
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,184
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax3,184	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

DE, CA

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

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

Yes

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

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

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

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

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

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

Yes

Website address bullet

WWW.ADAMSLEGACYFOUNDATION.ORG

The books are in care of bullet

BLAIR CARTY Telephone no. bullet

(562) 431-0011

Located at bullet

PO BOX 803878CHICAGOIL ZIP+4 bullet

60680

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

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

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

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

16 No

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

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

Yes

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

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

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years bullet

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)
PETER D ADAMS	PRESIDENT & TREASURER 1	0
PO BOX 803878 CHICAGO,IL60680	PRESIDENT & TREASURER 1	0
REBECCA B ADAMS	SECRETARY 1	0
PO BOX 803878 CHICAGO,IL60680	SECRETARY 1	0
BLAIR CARTY	EXECUTIVE DIRECTOR 10	33,800
PO BOX 803878 CHICAGO,IL60680	EXECUTIVE DIRECTOR 10	33,800

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


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









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

Form 990-PF (2021)

Page 7

Part VII

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

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

15,869,249

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

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

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

15,869,249

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

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

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

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

15,869,249

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

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

238,039

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

15,631,210

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

781,561

Part X

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

and do not complete this part.)

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

781,561

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

45,000

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

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

45,000

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

736,561

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

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

736,561

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

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

736,561

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					736,561
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	38,169
b From 2017......	84,196
c From 2018......	97,381
d From 2019......	91,759
e From 2020......	55,878
f Total of lines 3a through e ........		367,383
4Qualifying distributions for 2021 from Part
XI, line 4: $ 675,428
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					675,428
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		61,133			61,133
(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		306,250
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 ......		306,250
10 Analysis of line 9:
a Excess from 2017....	61,232
b Excess from 2018....	97,381
c Excess from 2019....	91,759
d Excess from 2020....	55,878
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

PETER REBECCA ADAMS

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

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

Check here bullet

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

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

BLAIR CARTY
SEE WEBSITE
LOS ALAMITOS,CA90720
(562) 431-0011

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

LETTER OF INQUIRY ON WEBSITE

cAny submission deadlines:

OCTOBER 15

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

CA & OH ONLY ONLY TO ORGS THAT GET PEOPLE OUT INTO NATURE

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SANTA BARBARA MUSEUM OF NATURAL HISTORY 2559 PUESTA DEL SOL SANTA BARBARA,CA93105	NONE	PUBLIC CHARITY	BACKYARD PROJECT	10,000
LAND TRUST FOR SANTA BARBARA COUNTY 1530 CHAPALA ST STE A SANTA BARBARA,CA93101	NONE	PUBLIC CHARITY	STRATEGIC PLAN	25,000
PLANNED PARENTHOOD OF GREATER OH 444 W EXCHANGE ST AKRON,OH44302	NONE	PUBLIC CHARITY	GENERAL	2,500
ST ALBAN'S EPISCOPAL CHURCH 333 S DREXEL COLUMBUS,OH43209	NONE	PUBLIC CHARITY	TURKEY TROT	10,000
SANTA BARBARA FOUNDATION 1111 CHAPALA ST STE 200 SANTA BARBARA,CA93101	NONE	PUBLIC CHARITY	GENERAL	300,000
PROMISE2KIDS 9400 RUFFIN CT SAN DIEGO,CA92123	NONE	PUBLIC	CAMP CONNECT	20,000
VIA REHABILITATION SERVICES INC 2851 PARK AVENUE SANTA CLARA,CA95050	NONE	PUBLIC	WONDERFUL WORLD OF WATER	5,000
COMMUNITY PARTNERS PO BOX 741265 LOS ANGELES,CA90074	NONE	PUBLIC	PAREO FARLER; HOMELESS	15,000
WILDERNESS YOUTH PROJECT 5386 HOLLISTER AVE SANTA BARBARA,CA93109	NONE	PUBLIC	GENERAL	25,000
LONG BEACH SAILING FDN PO BOX 3116 LONG BEACH,CA90803	NONE	PUBLIC	STEM OUTREACH	5,000
DIRECT RELIEF FOUNDATION 6100 WALLACE BECKNELL RD SANTA BARBARA,CA93117	NONE	PUBLIC	GENERAL	3,500
THE NATURE CORPS 3600 RIDGE RD TEMPLETON,CA93465	NONE	PUBLIC	GENERAL	10,000
OCEAN DISCOVERY INSTITUTE 4255 THORN STREET SAN DIEGO,CA92105	NONE	PUBLIC	GENERAL	5,000
NATURE TRACK 2010 A HARBISON DR VACAVILLE,CA95687	NONE	PUBLIC	GENERAL	30,000
HEARTS THERAPUTIC EQUESTRIAN CENTER 4420 CALLIE REAL SANTA BARBARA,CA93110	NONE	PUBLIC	GENERAL	10,000
FRIENDS OF COLUMBUS FRANKLIN & CO METRO PARKS 1069 WEST MAIN STREET WESTVILLE,OH43081	NONE	PUBLIC	GENERAL	5,000
WILD PLACES 1801 PENNSYLVANIA AVE NW ST 200 WASHINGTON,DC20006	NONE	PUBLIC	GENERAL	2,500
UNITED BOYS & GIRLS CLUB OF GREATER SANTA BARBARA 1528 CHAPALA ST SANTA BARBARA,CA93101	NONE	PUBLIC	GENERAL 2500 & 2500 CAMP	5,000
YOSEMITE CONSERVANCY 101 MONTGOMERY ST STE 2450 SAN FRANCISCO,CA94104	NONE	PUBLIC	ADVENTURE CHALLENGE	10,000
SUSTAINABLE CONSERVATION 98 BATTERY STREET SAN FRANCISCO,CA94111	NONE	PUBLIC	LA CONNECTION OUTDOORS	2,000
POMONA COLLEGE 550 N COLLEGE AVE CLAREMONT,CA91711	NONE	PUBLIC	GENERAL	5,000
COASTAL WATERSHED COUNCIL 107 DAKOTA AVE SANTA CRUZ,CA95060	NONE	PUBLIC	GENERAL	10,000
REINS OF HOPE PO BOX 57 HUTCHINSON,KS67504	NONE	PUBLIC	GENERAL	10,000
MENTAL HEALTH AMERICA OF LOS ANGELES 200 PINE AVE LONG BEACH,CA90802	NONE	PUBLIC	GENERAL	10,000
US SAILING FOUNDATION 4817 LAKE WASHINGTON BLVD KIRKLAND,WA98033	NONE	PUBLIC	GENERAL	5,000
GRAYLING HATCHERY INC 4890 W NORTH DOWN RIVER ROAD GRAYLING,MI49738	NONE	PUBLIC	GENERAL	2,000
BIRDIE LIGHT 190 S DREXEL COLUMBUS,OH43209	NONE	PUBLIC	GENERAL	1,000
LAKE LEELAHAU ASSOCIATION PO BOX 123 LELAND,MI49654	NONE	PUBLIC	GENERAL	8,000
ORGANIC SOUP KITCHEN 608 ANACAPA ST STE C SANTA BARBARA,CA93101	NONE	PUBLIC	GENERAL	5,000
SHELDRICK WILDLIFE TRUST 25283 CABOT RD 101 LAGUNA HILLS,CA92653	NONE	PUBLIC	GENERAL	5,000
CASTING FOR RECOVERY 109 EAST OAK ST BOZEMAN,MT59715	NONE	PUBLIC	GENERAL	2,500
Total ................................. 3a				564,000

bApproved for future payment

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

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	2,936,470
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aDEFERRED INCOME			14	39,869
bINTEREST REC'D ON			14	41,625
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				3,366,122

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

3,366,122

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2021)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
MISC PAYROLL FEE	12,277	12,277
PAYROLL PROCESSING FEE	1,022	1,022
MISC FOUNDATION EXPENSES	45,431	45,431

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	45,000	0		0
FOREIGN TAXES	8,011	8,011		0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
INTEREST REC'D ON WILDING MUSEUM LOAN	41,625	41,625
DEFERRED INCOME	39,869	0