Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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
LYNN & PAUL ALANDT FOUNDATION
 
% CHRISTINE JAGGI
Number and street (or P.O. box number if mail is not delivered to street address)1901 ST ANTOINE 6TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DETROIT, MI48226
A Employer identification number

27-2677218
B Telephone number (see instructions)

(313) 259-7777
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$9,385,206J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 33,729 33,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 635,408
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 632,814
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 141,160 123,475  
12 Total. Add lines 1 through 11........ 810,297 789,498  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 22,950 10,901 0 11,475
c Other professional fees (attach schedule).... Click to see attachment 7,779 7,779    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,846      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 36,018 31,707   20
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 79,593 50,387 0 11,495
25 Contributions, gifts, grants paid....... 520,314 520,314
26 Total expenses and disbursements. Add lines 24 and 25 599,907 50,387 0 531,809
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 210,390
b Net investment income (if negative, enter -0-) 739,111
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 481,546 727,322 727,322
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,104,713 Click to see attachment937,188 1,896,045
c Investments—corporate bonds (attach schedule)....... 459,705 Click to see attachment485,721 482,931
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,647,882 Click to see attachment4,755,493 6,272,782
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4,641 Click to see attachment6,126 Click to see attachment6,126
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,698,487 6,911,850 9,385,206
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) Click to see attachment1,640 Click to see attachment4,613
23 Total liabilities (add lines 17 through 22)......... 1,640 4,613
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........ 11,819,464 12,454,872
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds -5,122,617 -5,547,635
29 Total net assets or fund balances (see instructions)..... 6,696,847 6,907,237
30 Total liabilities and net assets/fund balances (see instructions). 6,698,487 6,911,850
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
6,696,847
2
Enter amount from Part I, line 27a .....................
2
210,390
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
6,907,237
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,907,237
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 PACIFIC FUND I LP P    
b BRUSH ST STRATEGIC CREDIT FUND II P    
c BRUSH ST GLOBAL EQUITY FUND P    
d PUBLICLY TRADED SECURITIES P    
e
(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       213,509
b       38,273
c       86,092
d       294,940
e
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        
b        
c        
d        
e
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 2 632,814
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  
3 Add lines 1 and 2........................... 3 10,274
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,274
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,661
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 19,661
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 9,387
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,387 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? Click to see attachment....................
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 changesClick to see attachment....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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.Click to see attachment
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 ofbulletCHRISTINE JAGGI Telephone no.bullet (313) 961-0500

    Located atbullet2000 BRUSH ST SUITE 440DETROITMI ZIP+4bullet482262251
    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)
    Yes
     
    (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
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    LYNN F ALANDT PRESIDENT/DIRECTOR
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    PAUL D ALANDT DIRECTOR
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    DAVID P LARSEN SECRETARY
    0.25     		0 0 0
    1901 ST ANTOINE 6TH FLOOR
    DETROIT,MI48226
    MICHAEL MONTGOMERY TREASURER
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    DAVID HEMPSTEAD DIRECTOR
    0.25     		0 0 0
    2000 BRUSH STREET STE 440
    DETROIT,MI48226
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    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)
    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
    2,776,814
    b
    Average of monthly cash balances.......................
    1b
    492,178
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,136,144
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,405,136
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,405,136
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    141,077
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,264,059
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    463,203
    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
    463,203
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,274
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,130
    c
    Add lines 2a and 2b............................
    2c
    12,404
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    450,799
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    450,799
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    450,799
    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 7 450,799
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 90,728
    b From 2017...... 72,694
    c From 2018...... 574,038
    d From 2019...... 287,094
    e From 2020...... 323,889
    f Total of lines 3a through e ........ 1,348,443
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 531,809
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 450,799
    e Remaining amount distributed out of corpus 81,010
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,429,453
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		90,728
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,338,725
    10 Analysis of line 9:
    a Excess from 2017.... 72,694
    b Excess from 2018.... 574,038
    c Excess from 2019.... 287,094
    d Excess from 2020.... 323,889
    e Excess from 2021.... 81,010
    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).)
    LYNN F ALANDT
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    DAVID P LARSEN
    1901 ST ANTOINE 6TH FLOOR
    DETROIT,MI48226
    (313) 259-7777
    bThe form in which applications should be submitted and information and materials they should include:
    BRIEF LETTER, FINANCIAL STATEMENT AND COPY OF IRS DETERMINATION LETTER.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS GENERALLY LIMITED TO CHARITABLE ORGANIZATIONS ALREADY FAVORABLY KNOWN TO, AND OF INTEREST TO, THE SUBSTANTIAL CONTRIBUTORS OF THIS FOUNDATION. NO GRANTS TO INDIVIDUALS.
    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
    MICHIGAN HUMANE
    30300 TELEGRAPH ROAD SUITE 220
    BINGHAM FARMS,MI48025     		NONE PC ONE HEALTH MICHIGAN 2021 5,000
    SIGMA GAMMA ASSOCIATION
    217 STEPHENS ROAD
    GROSSE POINTE FARMS,MI48236     		NONE PC PICNIC TO GO 5,500
    HENRY FORD ESTATE - FAIR LANE
    1 FAIR LANE DRIVE
    DEARBORN,MI48128     		NONE PC AN EVENING FOR FAIR LANE 7,500
    RACING FOR KIDS
    131 KERCHEVAL STE SUITE 100
    GROSSE POINTE FARMS,MI48236     		NONE PC TO THE HILL AUCTION 15,814
    DETROIT ZOOLOGICAL SOCIETY
    8450 W 10 MILE ROAD
    ROYAL OAK,MI48067     		NONE PC SUNSET AT THE ZOO EVENT 1,500
    DETROIT ZOOLOGICAL SOCIETY
    8450 W 10 MILE ROAD
    ROYAL OAK,MI48067     		NONE PC R. KAGAN ENDOW. AMINAL WELFARE 1,000
    GROSSE POINTE SHORES IMPROVEMENT
    795 LAKE SHORE ROAD
    GROSSE POINTE FARMS,MI48236     		NONE PC LEAVES & LAUGHTER EVENT 500
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE SUITE 5A
    DETROIT,MI48202     		NONE PC NASHVILLE NIGHTS-HF MACOMB 1,000
    SIGMA GAMMA ASSOCIATION
    217 STEPHENS ROAD
    GROSSE POINTE FARMS,MI48236     		NONE PC 100TH ANNIVERSARY - DIC 1,000
    MISTLETOE MAGIC
    217 STEPHENS ROAD
    GROSSE POINTE SHORES,MI48236     		NONE PC ANGELS LEVEL GIVING 1,000
    THE MASTERS SCHOOL
    49 CLINTON AVENUE
    DOBBS FERRY,NY10522     		NONE PC MASTERS FUND 20,000
    THE NEIGHBORHOOD CLUB
    17150 WATERLOO ST
    GROSSE POINTE,MI48230     		NONE PC ANNUAL FUND 10,000
    ASCENSION ST JOHN & PROVIDENCE
    19251 MACK AVE SUITE 102
    GROSSE POINTE FARMS,MI48236     		NONE PC ASCENSION ST. JOHN HOSPITAL 5,000
    BELLE ISLE CONSERVANCY
    300 RIVER PLACE DRIVE SUITE 2800
    DETROIT,MI48207     		NONE PC PROGRAM SERVICES 1,000
    CENTER LINE PUBLIC SCHOOL
    26400 ARSENAL
    CENTER LINE,MI48015     		NONE PC EDUCATNL FNDTN/BLESSINGS BP 10,000
    CENTER LINE PUBLIC SCHOOL
    26400 ARSENAL
    CENTER LINE,MI48015     		NONE PC EDUCATNL FNDTN/BLESSINGS BP 10,000
    COLLEGE FOR CREATIVE STUDIES
    201 E KIRBY
    DETROIT,MI48202     		NONE PC Annual Fund 5,000
    DETROIT INSTITUTE FOR CHILDREN
    2075 E WEST MAPLE SUITE D-407
    WALLED LAKE,MI48390     		NONE PC PROGRAM SERVICES 10,000
    DEA SURVIVORS BENEFIT FUND
    4651 WOODSTOCK ROAD 208-324
    ROSWELL,GA30075     		NONE PC PROGRAM SERVICES 20,000
    GROSSE POINTE ANIMAL ADOPTION SOC
    20542 HARPER AVENUE
    HARPER WOODS,MI48225     		NONE PC PROGRAM SERVICES 1,000
    GROSSE POINTE CHAMBER FOUNDATION
    106 KERCHEVAL
    GROSSE POINTE FARMS,MI48236     		NONE PC PROGRAM SERVICES 5,000
    GROSSE POINTE FOUNDATION FOR PUBLIC
    389 ST CLAIR AVENUE
    GROSSE POINTE,MI48230     		NONE PC PROGRAM SERVICES 1,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE SUITE 5A
    DETROIT,MI48202     		NONE PC Cottage Hospital General Fund 5,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE SUITE 5A
    DETROIT,MI48202     		NONE PC Macomb Hospital General Fund 20,000
    PEWABIC SOCIETY INC
    10125 EAST JEFFERSON AVE
    DETROIT,MI48214     		NONE PC PROGRAM SERVICES 1,000
    RACQUET UP DETROIT
    PO BOX 11404
    DETROIT,MI48211     		NONE PC ANNUAL FUND 5,000
    SHAKE-A-LEG MIAMI
    2620 SOUTH BAYSHORE DRIVE
    MIAMI,FL33133     		NONE PC PROGRAM SERVICES 10,000
    THE FAMILY CENTER
    32 LAKE SHORE DRIVE
    GROSSE POINTE FARMS,MI48236     		NONE PC ANNUAL HOLLYFEST 1,000
    THE HOLLEY INSTITUTE
    22151 MOROSS ROAD
    BOLL PROF BLDG 1 SUITE 223
    DETROIT,MI48236     		NONE PC PROGRAM SERVICES 2,500
    THE WAR MEMORIAL
    32 LAKE SHORE DRIVE
    GROSSE POINTE,MI48236     		NONE PC PROGRAM SERVICES 1,000
    URBAN RENEWAL INITIATIVE FOUNDATION
    PO BOX 36275
    GROSSE POINTE,MI48230     		NONE PC Final Install Perf Arts Pledge 50,000
    UTICA COMMUNITY SCHOOLS
    7600 18 MILE ROAD
    STERLING HEIGHTS,MI48314     		NONE PC Foundation for Educ Excellence 10,000
    WOODS HOLE OCEANOGRAPHIC INSTITUTION
    266 WOODS HOLE ROAD MS40
    WOODS HOLE,MA02543     		NONE PC PROGRAM SERVICES 10,000
    THE GARDEN CLUB OF AMERICA
    14 EAST 60TH STREET 3RD FLOOR
    NEW YORK,NY10022     		NONE PC GCA Endowment Fund 3,000
    CHRIST CHURCH GROSSE POINTE
    61 Grosse Pointe Blvd
    Grosse Pointe Farms,MI48236     		NONE PC PROGRAM SERVICES 3,000
    DETROIT HISTORICAL SOCIETY
    5401 WOODWARD AVENUE
    DETROIT,MI48202     		NONE PC Annual Fund 1,000
    HENRY FORD HEALTH SYSTEM
    1 FORD PLACE SUITE 5A
    DETROIT,MI48202     		NONE PC 1st Install HF Mac Tower Fund 250,000
    ST PAUL CATHOLIC CHURCH
    157 LAKESHORE ROAD
    GROSSE POINTE FARMS,MI48236     		NONE PC PROGRAM SERVICES 10,000
    Total .................................bullet 3a 520,314
    bApproved for future payment
    Henry Ford Macomb Hospital
    1 FORD PLACE SUITE 5A
    DETROIT,MI48202     		NONE PC Tower Campaign Fund - Lobby Project 750,000
    Total .................................bullet 3b 750,000
    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 ............     		901101 2,594 18 632,814  
    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) .. 20,280 790,017  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    810,297
    (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:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 22,950 10,901   11,475

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Identifier Return Reference Explanation
    PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON PART VI-B, QUESTION 1A(3) - SERVICES ACCEPTED FROM A DISQUALIFIED PERSON EXPLANATION: FORD ESTATES, LLC (2000 BRUSH ST., SUITE 440, DETROIT, MICHIGAN 48226-2251), IS A BUSINESS OFFICE MAINTAINED FOR, AND AT THE EXPENSE OF, VARIOUS MEMBERS OF THE FORD FAMILY WHO, WITH RESPECT TO THIS FUND, ARE "DISQUALIFIED PERSONS", INCLUDING PARTICULARLY LYNN F. ALANDT AND PAUL D. ALANDT FORD ESTATES, LLC SUPPLIES ACCOUNTING SERVICES AND OFFICE SERVICES (COLLECTING INCOME, DISTRIBUTION OF CONTRIBUTIONS, MAINTENANCE OF ACCOUNTS AND RECORDS, HANDLING CORRESPONDENCE, PREPARATION OF TAX RETURNS AND ANNUAL REPORTS, AND SIMILAR MATTERS) PERTAINING TO THE OFFICE OF TREASURER. SUCH SERVICES ARE PERFORMED BY THOMAS MOTSCHALL AND RYAN DARICHUK (PART-YEAR TREASURER'S), AND BY OTHERS IN FORD ESTATES, LLC UNDER THEIR SUPERVISION. NO COMPENSATION IS PAID BY THE LYNN & PAUL ALANDT FOUNDATION DIRECTLY TO THOMAS MOTSCHALL OR RYAN DARICHUK AS COMPENSATION FOR THEIR SERVICES IN ANY OF THE CAPACITIES LISTED ABOVE OR OTHERWISE. DURING 2021, THE LYNN & PAUL ALANDT FOUNDATION PAID $22,950 TO FORD ESTATES, LLC FOR FEES (AND EXPENSES) FOR THE SERVICES REFERRED TO IN THIS PARAGRAPH.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Name of Bond End of Year Book Value End of Year Fair Market Value
    100000 UNITS AMGEN 1.9% 2-2025 104,142 102,598
    50000 UNITS BNS BD 4.1% 6-2021 0 0
    25000 UNITS STRY 2.625% 3-2021 0 0
    50000 UNITS SYSCO 2.6% 6-2022 49,412 50,532
    50000 UNITS PEPSICO 2% 4-2021 0 0
    25000 UNITS IBM 2.5% 1-2022 24,842 25,305
    19000 UNITS MEDTRO 3.5% 3-2025 20,918 20,435
    25000 UNITS MERCK 2.75% 2-2025 26,781 26,460
    25000 UNITS MERCK 2.8% 5-2023 51,800 51,646
    25000 UNITS ORAC 3.625% 7-2023 26,612 26,328
    25000 UNITS UNION 3.15% 3-2024 26,270 26,327
    25000 UNITS UNION 3.2% 6-2021 0 0
    25000 UNITS UNITE 2.8% 11-2024 26,600 26,219
    50000 UNITS DEERE 0.7% 1-2026 48,946 48,670
    25000 UNITS INTE 2.875% 5-2024 26,370 26,134
    25000 UNITS MASTERCA 2% 3-2025 26,211 25,805
    25000 UNITS WALMA 2.85% 7-2024 26,817 26,472

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Name of Stock End of Year Book Value End of Year Fair Market Value
    200 SHS CATERPILLAR INC 22,553 41,348
    150 SHS CROWN CASTLE INTL CORP 0 0
    300 SHS D R HORTON 0 0
    350 SHS DOLLAR GENERAL CORP NE 0 0
    100 SHS FACEBOOK 0 0
    100 SHS DISNEY WALT CO 0 0
    100 SHS COSTCO WHOLESALE CORP 6,620 56,770
    150 SHS HOME DEPOT 6,734 62,251
    200 SHS HONEYWELL INTERNATION 26,128 41,702
    200 SHS MCDONALDS CORP 0 0
    800 SHS NEXTERA ENERGY INC 39,172 74,688
    100 SHS SALESFORCE COM INC COM 0 0
    200 SHS STRYKER CORP 34,671 53,623
    150 SHS VISA INC COM CL A 12,264 32,506
    250 SHS WASTE MANAGEMENT 0 0
    800 SHS APPLE COMPUTER 7,558 142,056
    250 SHS MICROSOFT CORP 15,593 84,080
    250 SHS ABBOTT LABS COM 19,644 35,185
    40 SHS AMAZON COM INC 13,424 133,374
    300 SHS ZOETIS INC 31,938 73,209
    30 SHS ALPHABET INC CAP STK 10,198 86,808
    100 SHS VULCAN MATERIALS CO 0 0
    200 SHS 3M CO COM 0 0
    150 SHS AIR PRODS & CHEMS INC 0 0
    100 SHS AIRBNB INC COM CL A 0 0
    350 SHS APTIV PLC SHS 0 0
    300 SHS BALL CORP COM 0 0
    500 SHS BLACKSTONE GROUP INC 0 0
    500 SHS CHEVRON CORP NEW COM 40,592 58,675
    200 SHS CHUBB LIMITED COM 26,293 38,822
    500 SHS COMCAST CORP NEW CL 0 0
    150 SHS DEERE & CO COM 23,420 51,591
    75 SHS DEXCOM INC COM 26,432 40,271
    500 SHS DOMINION ENERGY INC 0 0
    250 SHS JACOBS ENGR GROUP INC 25,495 34,808
    100 SHS LOCKHEED MARTIN CORP 34,888 35,541
    300 SHS MERCK & CO INC COM 0 0
    100 SHS NETFLIX INC COM 50,666 60,244
    250 SHS NVIDIA CORPORATION 24,441 73,528
    200 SHS PAYPAL HLDGS INC 0 0
    250 SHS PROCTER AND GAMBLE 28,346 40,895
    300 SHS PROLOGIS INC COM 0 0
    75 SHS REGENERON PHARMACEUTICA 0 0
    400 SHS SOUTHWEST AIRLS CO COM 0 0
    75 SHS THERMO FISHER SCIENTIFI 24,838 50,063
    200 SHS UNITED PARCEL SERIVCE 20,064 42,868
    600 SHS VERIZON COMMUNICATIONS 0 0
    100 SHS ZILLOW GROUP INC CL C 0 0
    100 SHS AUTOMATIC DATA PROCESS 20,830 24,762
    100 SHS CHENIERE ENERGY INC 10,541 10,142
    250 SHS COCA COLA 13,526 14,802
    100 SHS EATON CORP PLC SHS 16,177 17,282
    200 SHS EDWARDS LIFESCIENCES 22,479 25,910
    100 SHS ENPHASE ENERGY INC 14,750 18,294
    50 SHS GENERAC HLDGS INC 16,298 17,596
    100 SHS GOLDMAN SACHS GROUP 29,622 38,255
    100 SHS LAUDER ESTEE COS INC 30,390 37,020
    100 SHS META PLATFORMS INC 2,871 33,635
    100 SHS NIKE INC CL B 15,752 16,667
    100 SHS PALO ALTO NETWORKS INC 44,151 55,676
    100 SHS SPOTIFY TECHNOLOGY 22,669 23,403
    1300 SHS SYNCHRONY FINANCIAL 49,855 60,307
    100 SHS TRANE TECHNOLOGIES PLC 17,758 20,203
    100 SHS UNION PAC CORP 24,575 25,193
    100 SHS XYLEM INC COM 12,972 11,992

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    11008.86 SHS DODGE & COX INCOM AT COST 148,166 154,785
    BRUSH STREET SCF FUND II, LLC AT COST 1,688,043 1,767,051
    PACIFIC FUND I, LP - 2.17% AT COST 1,532,646 2,605,955
    BRUSH STREET GLOBAL EQUITY FUN AT COST 886,638 1,248,191
    HARVEST LOMBARD INTERNATIONAL AT COST 500,000 496,800

    TY 2021 OtherAssetsSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PURCHASED INTEREST 980 883 883
    FEDERAL EXCISE TAX RECEIVABLE 3,661 0 0
    UBT RECEIVABLE 0 3,230 3,230
    NY UBT RECEIVABLE 0 2,013 2,013


    TY 2021 OtherExpensesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FILING FEE 20 0   20
    PARTNERSHIP EXPENSES 35,998 31,707    


    TY 2021 OtherIncomeSchedule2
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 141,160 123,475  


    TY 2021 OtherLiabilitiesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Description Beginning of Year - Book Value End of Year - Book Value
    UBT PAYABLE 1,640 0
    FEDERAL EXCISE TAX PAYABLE 0 4,613


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 7,779 7,779    


    TY 2021 TaxesSchedule
    Name:
    LYNN & PAUL ALANDT FOUNDATION
    EIN:
    27-2677218
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 10,274      
    INCOME TAXES PAID 2,130      
    NY INCOME TAX 442