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
SUNITA AND BRIAN PEREIRA FAMILY
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)75 ARLINGTON ST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WINCHESTER, MA01890

A Employer identification number

83-2884106

B Telephone number (see instructions)

(617) 429-0695

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

$2,839,554J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	0
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	44,121		44,121
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		410,568
b	Gross sales price for all assets on line 6a 2,063,406
7	Capital gain net income (from Part IV, line 2)...			410,568
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	454,689		454,689
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		3,500	3,500	0
c	Other professional fees (attach schedule)....		14,758	14,758	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		583	583	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	18,841		18,841	0
25	Contributions, gifts, grants paid.......	122,150			122,150
26	Total expenses and disbursements. Add lines 24 and 25	140,991		18,841	122,150
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	313,698
b	Net investment income (if negative, enter -0-)			435,848
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	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.............	89,899	124,678	124,678
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	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
	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).......	1,562,934	1,984,787	2,609,525
	c	Investments—corporate bonds (attach schedule).......	251,108	92,108	105,351
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	9,384	0	0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,913,325	2,201,573	2,839,554
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................	25,450
	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).........	25,450	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........	1,887,875	2,201,573
	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........
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	1,887,875	2,201,573
	30	Total liabilities and net assets/fund balances (see instructions).	1,913,325	2,201,573

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) ...............

1,887,875

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

313,698

Other increases not included in line 2 (itemize) bullet

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

2,201,573

Decreases not included in line 2 (itemize) bullet

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

2,201,573

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	QUADRATIC INT RTE VOL	P	2021-06-24	2021-11-04
b	QUADRATIC INT RTE VOL	P	2021-06-24	2021-11-11
c	ISHARES S&P LATIN AMERIC	P	2021-01-25	2021-06-08
d	ISHARES S&P LATIN AMERIC	P	2021-01-25	2021-12-13
e	ISHARES S&P LATIN AMERIC	P	2021-11-11	2021-12-13
	ISHARES S&P GLOBAL FINLS	P	2021-04-12	2021-06-08
	ISHARES 7-10 YEAR	P	2020-10-14	2021-06-08
	ISHARES IBOXX $	P	2020-10-14	2021-01-25
	ISHARES TRANSPORTATION	P	2020-06-09	2021-06-08
	VANGUARD VALUE ETF	P	2021-10-19	2021-11-04
	ISHARES INT RATE HDG	P	2020-10-14	2021-06-08
	ISHARES TR S&P GLOBAL MA	P	2020-06-09	2021-06-08
	ISHARES 10-20 YEAR	P	2020-10-14	2021-05-03
	ISHARES 10-20 YEAR	P	2020-10-14	2021-06-08
	WISDOMTREE	P	2021-05-03	2021-06-08
	WISDOMTREE	P	2021-05-03	2021-11-04
	WISDOMTREE	P	2021-05-03	2021-11-11
	WISDOMTREE	P	2021-05-03	2021-11-11
	WISDOMTREE	P	2021-10-19	2021-11-11
	SPDR KBW REGIONAL BANKIN	P	2021-01-25	2021-06-08
	SPDR KBW REGIONAL BANKIN	P	2021-01-25	2021-11-11
	ISHARES MSCI EAFE SMALL	P	2020-06-09	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-03-13	2021-01-19
	ISHARES MSCI ALL COUNTRY	P	2020-06-11	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-08-31	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-08-31	2021-07-26
	ISHARES MSCI ALL COUNTRY	P	2021-05-06	2021-11-09
	ISHARES MSCI ALL COUNTRY	P	2021-07-09	2021-11-09
	ISHARES RS 2000 VALUE	P	2020-11-13	2021-06-08
	ISHARES RS 2000 VALUE	P	2020-11-13	2021-10-19
	ISHARES RS 2000 VALUE	P	2021-01-25	2021-10-19
	ISHARES TR RUSSELL 2000	P	2020-03-26	2021-01-19
	ISHARES DOWJONES US FINL	P	2021-05-06	2021-06-08
	ISHARES DOWJONES US FINL	P	2021-05-06	2021-11-04
	ISHARES DOWJONES US FINL	P	2021-05-06	2021-11-09
	VANECK VECTORS EMERGING	P	2021-01-25	2021-06-08
	VANECK EMERGING MARKETS	P	2021-01-25	2021-11-04
	VANECK EMERGING MARKETS	P	2021-01-25	2021-11-11
	VANECK EMERGING MARKETS	P	2021-02-10	2021-11-11
	VANECK EMERGING MARKETS	P	2021-06-24	2021-11-11
	PIMCO 0-5 YEAR H/Y CORP	P	2020-10-14	2021-06-08
	KRANESHARES CSI CHINA	P	2020-12-28	2021-01-25
	ISHARES INC MSCI	P	2021-01-25	2021-06-08
	ISHARES INC MSCI	P	2021-01-25	2021-11-11
	ISHARES INTEREST RATE	P	2020-10-14	2021-06-08
	ISHARES CORE MSCI EUROPE	P	2021-05-06	2021-06-08
	ISHARES CORE MSCI EUROPE	P	2021-05-06	2021-11-04
	SECTOR SPDR CONSMRS STPL	P	2020-03-31	2021-01-25
	SECTOR SPDR CONSMRS STPL	P	2020-03-31	2021-01-25
	SECTOR SPDR CONSMRS STPL	P	2020-04-06	2021-01-25
	SECTOR SPDR CONSMRS STPL	P	2020-04-06	2021-01-25
	SECTOR SPDR CONSMRS STPL	P	2020-06-11	2021-01-25
	SECTOR SPDR ENERGY	P	2020-03-26	2021-01-19
	SECTOR SPDR ENERGY	P	2020-06-09	2021-06-08
	SECTOR SPDR ENERGY	P	2020-12-07	2021-09-16
	SECTOR SPDR ENERGY	P	2020-12-07	2021-11-04
	SECTOR SPDR ENERGY	P	2020-12-07	2021-11-04
	SECTOR SPDR ENERGY	P	2020-12-07	2021-11-04
	SECTOR SPDR ENERGY	P	2020-12-07	2021-11-09
	SPDR US FINANCIAL SECTOR	P	2020-03-18	2021-01-19
	SPDR US FINANCIAL SECTOR	P	2020-06-11	2021-06-08
	SECTOR SPDR INDUSTRIAL	P	2020-06-11	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2020-06-11	2021-06-08
	SECTOR SPDR INDUSTRIAL	P	2020-08-31	2021-06-08
	SECTOR SPDR UTILITIES	P	2020-03-13	2021-01-25
	SECTOR SPDR UTILITIES	P	2020-03-31	2021-01-25
	SECTOR SPDR UTILITIES	P	2020-03-31	2021-01-25
	SECTOR SPDR UTILITIES	P	2020-04-06	2021-01-25
	SECTOR SPDR UTILITIES	P	2020-04-06	2021-01-25
	COLUMBIA CONVERTIBLE	P	2020-09-03	2021-06-08
	COLUMBIA CONVERTIBLE	P	2020-09-03	2021-07-09
	MAINSTAY MACKAY	P	2020-09-03	2021-06-08
	MAINSTAY MACKAY	P	2020-09-03	2021-07-09
	T ROWE PRICE GLOBAL	P	2020-06-25	2021-06-08
	ISHARES S&P GLBL HEALTH	P	2020-03-10	2021-06-08
	ISHARES S&P GLBL HEALTH	P	2020-03-10	2021-06-08
	ISHARES S&P GLBL HEALTH	P	2020-03-10	2021-11-11
	ISHARES 7-10 YEAR	P	2020-10-14	2021-11-04
	ISHARES 7-10 YEAR	P	2020-10-14	2021-11-11
	ISHARES US TRANSPORTATIO	P	2020-06-09	2021-11-11
	ISHARES INT RATE HDG	P	2020-10-14	2021-11-04
	ISHARES INT RATE HDG	P	2020-10-14	2021-11-11
	VANGUARD MSCI EUROPEAN	P	2020-01-23	2021-06-08
	VANGUARD MSCI PACIFIC	P	2019-01-17	2021-01-19
	VANGUARD MSCI PACIFIC	P	2019-01-17	2021-06-08
	VANGUARD MSCI PACIFIC	P	2019-01-17	2021-11-04
	ISHARES TR S&P GLOBAL MA	P	2020-06-09	2021-10-19
	ISHARES 10-20 YEAR	P	2020-10-14	2021-11-04
	ISHARES 10-20 YEAR	P	2020-10-14	2021-11-11
	VANGUARD FTSE ALL WORLD	P	2019-01-17	2021-01-19
	VANGUARD FTSE ALL WORLD	P	2019-01-17	2021-06-08
	VANGUARD FTSE ALL WORLD	P	2019-01-17	2021-11-04
	ISHARES MSCI EAFE SMALL	P	2020-06-09	2021-11-04
	ISHARES MSCI ALL COUNTRY	P	2020-03-13	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-03-18	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-04-06	2021-06-08
	ISHARES MSCI ALL COUNTRY	P	2020-08-31	2021-11-04
	ISHARES MSCI ALL COUNTRY	P	2020-08-31	2021-11-09
	COMM SERVICES SELECT	P	2019-01-17	2021-05-06
	COMM SERVICES SELECT	P	2019-01-17	2021-06-08
	COMM SERVICES SELECT	P	2019-01-17	2021-06-08
	COMM SERVICES SELECT	P	2019-03-12	2021-06-08
	COMM SERVICES SELECT	P	2019-06-21	2021-06-08
	COMM SERVICES SELECT	P	2019-06-21	2021-07-26
	COMM SERVICES SELECT	P	2019-06-21	2021-11-04
	ISHARES TR RUSSELL 2000	P	2020-03-26	2021-05-06
	ISHARES TR RUSSELL 2000	P	2020-03-31	2021-05-06
	ISHARES TR RUSSELL 2000	P	2020-04-06	2021-05-06
	ISHARES EDGE MSCI	P	2019-01-17	2021-01-25
	ISHARES EDGE MSCI	P	2019-01-17	2021-06-08
	ISHARES EDGE MSCI	P	2019-02-27	2021-06-08
	ISHARES EDGE MSCI	P	2019-10-29	2021-06-08
	ISHARES EDGE MSCI	P	2020-03-31	2021-06-08
	ISHARES EDGE MSCI	P	2020-04-06	2021-06-08
	ISHARES EDGE MSCI	P	2020-04-06	2021-11-04
	ISHARES EDGE MSCI	P	2020-04-08	2021-11-04
	ISHARES MSCI CHINA	P	2019-05-15	2021-01-25
	ISHARES MSCI CHINA	P	2019-10-29	2021-01-25
	ISHARES MSCI CHINA	P	2019-10-29	2021-06-08
	ISHARES MSCI CHINA	P	2019-10-29	2021-07-16
	PIMCO 0-5 YEAR H/Y CORP	P	2020-10-14	2021-11-11
	KRANESHARES CSI CHINA	P	2019-01-17	2021-01-25
	ISHARES INTEREST RATE	P	2020-10-14	2021-11-11
	FIRST TRUST LOW DURATION	P	2020-03-10	2021-06-08
	FIRST TRUST LOW DURATION	P	2020-03-10	2021-06-24
	FIRST TRUST LOW DURATION	P	2020-03-31	2021-06-24
	FIRST TRUST LOW DURATION	P	2020-04-06	2021-06-24
	ISHARES MSCI INTL QUALIT	P	2019-01-17	2021-06-08
	ISHARES MSCI INTL QUALIT	P	2019-10-29	2021-06-08
	ISHARES MSCI INTL QUALIT	P	2019-10-29	2021-11-04
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-01-19
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-04-12
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-06-08
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-06-08
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-07-26
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-11-04
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-11-04
	HEALTH CARE SELECT SPDR	P	2019-10-29	2021-11-04
	CONSUMER DISCRETIONARY	P	2019-10-29	2021-06-08
	CONSUMER DISCRETIONARY	P	2019-11-22	2021-06-08
	CONSUMER DISCRETIONARY	P	2020-01-27	2021-06-08
	CONSUMER DISCRETIONARY	P	2020-01-27	2021-07-26
	CONSUMER DISCRETIONARY	P	2020-01-27	2021-11-04
	CONSUMER DISCRETIONARY	P	2020-01-27	2021-11-09
	SECTOR SPDR ENERGY	P	2020-03-26	2021-05-06
	SECTOR SPDR ENERGY	P	2020-03-26	2021-06-08
	SECTOR SPDR ENERGY	P	2020-04-06	2021-06-08
	SECTOR SPDR ENERGY	P	2020-04-06	2021-06-08
	SECTOR SPDR ENERGY	P	2020-04-13	2021-06-08
	SECTOR SPDR ENERGY	P	2020-06-09	2021-09-16
	SECTOR SPDR ENERGY	P	2020-08-31	2021-09-16
	SECTOR SPDR ENERGY	P	2020-12-07	2021-12-13
	SPDR US FINANCIAL SECTOR	P	2020-03-18	2021-05-06
	SPDR US FINANCIAL SECTOR	P	2020-03-26	2021-05-06
	SPDR US FINANCIAL SECTOR	P	2020-03-26	2021-06-08
	SPDR US FINANCIAL SECTOR	P	2020-03-31	2021-06-08
	SPDR US FINANCIAL SECTOR	P	2020-04-06	2021-06-08
	SPDR US FINANCIAL SECTOR	P	2020-06-11	2021-11-04
	SPDR US FINANCIAL SECTOR	P	2020-06-11	2021-11-09
	SECTOR SPDR INDUSTRIAL	P	2019-11-06	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2019-11-14	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2020-03-26	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2020-03-31	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2020-04-06	2021-05-06
	SECTOR SPDR INDUSTRIAL	P	2020-08-31	2021-11-04
	SELECT SECTOR SPDR TR	P	2019-03-12	2021-06-08
	SELECT SECTOR SPDR TR	P	2019-06-21	2021-06-08
	SELECT SECTOR SPDR TR	P	2020-02-28	2021-06-08
	SELECT SECTOR SPDR TR	P	2020-02-28	2021-07-26
	SELECT SECTOR SPDR TR	P	2020-02-28	2021-11-04
	SELECT SECTOR SPDR TR	P	2020-02-28	2021-11-04
	SELECT SECTOR SPDR TR	P	2020-03-31	2021-11-04
	SELECT SECTOR SPDR TR	P	2020-03-31	2021-11-09
	LOOMIS SAYLES GLOBAL	P	2020-01-02	2021-06-08
	LOOMIS SAYLES GLOBAL	P	2020-01-02	2021-07-09
	LOOMIS SAYLES GLOBAL	P	2020-01-02	2021-11-04
	JP MORGAN GLOBAL	P	2019-01-17	2021-06-08
	JP MORGAN GLOBAL	P	2019-01-17	2021-11-04
	T ROWE PRICE GLOBAL	P	2020-06-25	2021-11-04
	BLACKROCK GLOBAL	P	2019-01-17	2021-06-08
	ADVNCD MICRO D INC	P	2020-09-28	2021-01-14
	AMAZON COM INC COM	P	2020-05-04	2021-03-03
	AMAZON COM INC COM	P	2020-06-09	2021-03-03
	ALIBABA GROUP HOLDING LT	P	2020-11-05	2021-01-20
	ALIBABA GROUP HOLDING LT	P	2020-11-05	2021-07-27
	ALIBABA GROUP HOLDING LT	P	2020-11-16	2021-07-27
	ALIBABA GROUP HOLDING LT	P	2021-06-04	2021-07-27
	ALIBABA GROUP HOLDING LT	P	2021-06-11	2021-07-27
	ALPHABET INC SHS CL C	P	2020-06-22	2021-03-03
	BRISTOL-MYERS SQUIBB CO	P	2020-03-03	2021-01-14
	BRISTOL-MYERS SQUIBB CO	P	2020-03-23	2021-03-09
	BRISTOL-MYERS SQUIBB CO	P	2020-04-01	2021-03-09
	BRISTOL-MYERS SQUIBB CO	P	2020-04-01	2021-03-22
	DYNATRACE INC REG SHS	P	2020-05-11	2021-01-14
	DYNATRACE INC REG SHS	P	2020-05-11	2021-01-20
	EARGO INC	P	2021-02-08	2021-07-07
	EARGO INC	P	2021-02-10	2021-07-07
	EARGO INC	P	2021-02-08	2021-07-09
	EARGO INC	P	2021-02-08	2021-07-09
	EARGO INC	P	2021-02-10	2021-07-09
	EARGO INC	P	2021-02-10	2021-07-09
	EARGO INC	P	2021-02-12	2021-07-09
	EARGO INC	P	2021-02-08	2021-07-13
	EARGO INC	P	2021-02-10	2021-07-13
	EARGO INC	P	2021-02-10	2021-07-16
	EARGO INC	P	2021-02-12	2021-07-16
	EARGO INC	P	2021-02-12	2021-07-16
	EARGO INC	P	2021-02-16	2021-07-16
	EARGO INC	P	2021-03-09	2021-07-16
	EARGO INC	P	2021-06-11	2021-07-16
	EARGO INC	P	2021-06-11	2021-07-19
	EARGO INC	P	2021-06-11	2021-07-21
	EMERSON ELEC CO	P	2020-02-20	2021-01-14
	EMERSON ELEC CO	P	2020-02-20	2021-01-20
	VANGUARD FTSE EMERGING	P	2020-01-31	2021-01-14
	VANGUARD FTSE EMERGING	P	2020-01-31	2021-01-20
	SPDR PORTFOLIO S&P 500	P	2021-03-03	2021-08-09
	GENERAL ELEC CO REG SHS	P	2021-06-03	2021-08-04
	GOLDMAN SACHS GROUP INC	P	2020-06-24	2021-01-14
	GENERAC HLDGS INC	P	2020-08-28	2021-01-14
	GENERAC HLDGS INC	P	2020-08-28	2021-01-20
	GENERAC HLDGS INC	P	2020-08-28	2021-07-06
	GENERAC HLDGS INC	P	2020-09-01	2021-07-06
	GENERAC HLDGS INC	P	2020-09-01	2021-08-09
	GENERAC HLDGS INC	P	2021-06-11	2021-08-09
	IQVIA HLDGS INC	P	2020-07-29	2021-01-14
	IQVIA HLDGS INC	P	2020-07-29	2021-01-20
	ISHARES MSCI JAPAN ETF	P	2021-03-03	2021-08-16
	ISHARES MSCI JAPAN ETF	P	2021-06-04	2021-08-16
	ISHARES MSCI JAPAN ETF	P	2021-06-11	2021-08-16
	WISDOMTREE EMERGING MARK	P	2021-03-03	2021-08-03
	WISDOMTREE EMERGING MARK	P	2021-06-11	2021-08-03
	MARVELL TECHNOLOGY GROUP	P	2020-05-20	2021-01-14
	MARVELL TECHNOLOGY GROUP	P	2020-05-20	2021-01-20
	NVIDIA	P	2020-02-28	2021-01-14
	PENN NATL GAMING CORP	P	2020-07-20	2021-01-14
	PENN NATL GAMING CORP	P	2020-07-20	2021-01-20
	PENN NATL GAMING CORP	P	2020-07-20	2021-02-08
	PENN NATL GAMING CORP	P	2020-07-29	2021-02-08
	PENN NATL GAMING CORP	P	2020-07-29	2021-03-03
	QORVO INC SHS	P	2020-08-03	2021-01-14
	QORVO INC SHS	P	2020-08-03	2021-01-20
	QORVO INC SHS	P	2021-06-11	2021-11-04
	SKYWORKS SOLUTIONS INC	P	2020-04-01	2021-01-14
	SKYWORKS SOLUTIONS INC	P	2020-04-01	2021-01-20
	SKYWORKS SOLUTIONS INC	P	2021-06-11	2021-11-05
	TELADOC HEALTH INC	P	2020-05-29	2021-01-14
	TELADOC HEALTH INC	P	2020-05-29	2021-01-20
	TELADOC HEALTH INC	P	2020-05-29	2021-04-29
	TELADOC HEALTH INC	P	2020-06-05	2021-04-29
	TAIWAN S MANUFCTRING ADR	P	2021-03-22	2021-12-13
	TAIWAN S MANUFCTRING ADR	P	2021-06-11	2021-12-13
	VISA INC CL A SHRS	P	2021-07-14	2021-12-02
	VISA INC CL A SHRS	P	2021-07-19	2021-12-02
	VISA INC CL A SHRS	P	2021-07-27	2021-12-02
	VISA INC CL A SHRS	P	2021-11-04	2021-12-02
	ZOOM VIDEO	P	2021-07-27	2021-12-02
	ZOOM VIDEO	P	2021-08-16	2021-12-02
	ABBOTT LABS	P	2016-07-07	2021-01-14
	ABBOTT LABS	P	2016-07-08	2021-01-14
	ABBOTT LABS	P	2017-04-28	2021-01-14
	ABBOTT LABS	P	2017-05-30	2021-01-14
	ABBOTT LABS	P	2017-05-30	2021-01-20
	ABBOTT LABS	P	2017-05-30	2021-04-20
	ABBOTT LABS	P	2017-06-28	2021-04-20
	ABBOTT LABS	P	2019-01-17	2021-04-20
	ABBOTT LABS	P	2019-06-11	2021-04-20
	ADOBE INC	P	2019-01-17	2021-01-14
	ADOBE INC	P	2019-01-17	2021-01-20
	AMAZON COM INC COM	P	2020-01-02	2021-01-14
	AMAZON COM INC COM	P	2020-01-02	2021-03-03
	ALPHABET INC SHS CL C	P	2019-01-17	2021-01-14
	ALPHABET INC SHS CL C	P	2019-01-17	2021-01-20
	ALPHABET INC SHS CL C	P	2019-01-17	2021-03-03
	APPLE INC	P	2019-03-11	2021-01-14
	APPLE INC	P	2019-03-11	2021-01-20
	BLACKSTONE GROUP INC COM	P	2019-08-02	2021-01-14
	BLACKSTONE GROUP INC COM	P	2019-08-02	2021-01-20
	BERKSHIRE HATHAWAYINC	P	2019-01-17	2021-01-14
	BERKSHIRE HATHAWAYINC	P	2019-01-17	2021-01-20
	BRISTOL-MYERS SQUIBB CO	P	2020-03-03	2021-03-09
	CHARLES RIVER LABS INTL	P	2019-01-17	2021-01-14
	CHARLES RIVER LABS INTL	P	2019-01-17	2021-01-20
	CHARLES RIVER LABS INTL	P	2019-01-17	2021-05-10
	DANAHER CORP DEL COM	P	2015-07-29	2021-01-14
	DANAHER CORP DEL COM	P	2015-07-30	2021-01-14
	META PLATFORMS INC	P	2019-01-17	2021-01-14
	META PLATFORMS INC	P	2019-01-17	2021-01-20
	META PLATFORMS INC	P	2019-01-17	2021-03-03
	META PLATFORMS INC	P	2019-07-25	2021-03-03
	ISHARES CORE S&P SMALL	P	2019-01-17	2021-01-14
	ISHARES CORE S&P SMALL	P	2019-01-17	2021-06-03
	ISHARES CORE S&P SMALL	P	2020-03-12	2021-06-03
	ISHARES CORE S&P SMALL	P	2020-04-20	2021-06-03
	VANGUARD FTSE EMERGING	P	2020-01-31	2021-08-09
	VANGUARD FTSE EMERGING	P	2020-04-28	2021-08-09
	VANGUARD FTSE EMERGING	P	2020-04-28	2021-10-22
	HONEYWELL INTL INC DEL	P	2014-10-15	2021-01-14
	HONEYWELL INTL INC DEL	P	2014-10-15	2021-01-20
	HDFC BANK LTD ADR	P	2019-01-17	2021-01-14
	IDEXX LAB INC DEL $0.10	P	2019-01-17	2021-01-14
	IDEXX LAB INC DEL $0.10	P	2019-01-17	2021-05-10
	MICROSOFT CORP	P	2016-10-26	2021-01-14
	MICROSOFT CORP	P	2016-12-06	2021-01-14
	MICROSOFT CORP	P	2016-12-06	2021-01-20
	MICROSOFT CORP	P	2016-12-06	2021-03-03
	MICROSOFT CORP	P	2017-04-28	2021-03-03
	NVIDIA	P	2020-02-28	2021-11-04
	PAYPAL HOLDINGS INC SHS	P	2019-02-26	2021-01-14
	PAYPAL HOLDINGS INC SHS	P	2019-02-26	2021-01-20
	PAYPAL HOLDINGS INC SHS	P	2019-02-26	2021-03-03
	QORVO INC SHS	P	2020-08-03	2021-11-04
	SKYWORKS SOLUTIONS INC	P	2020-04-01	2021-11-05
	SKYWORKS SOLUTIONS INC	P	2020-05-21	2021-11-05
	THERMO FISHER SCIENTIFIC	P	2014-10-15	2021-01-14
	THERMO FISHER SCIENTIFIC	P	2014-10-15	2021-01-20
	ZOETIS INC	P	2019-01-17	2021-01-14
	ZOETIS INC	P	2019-01-17	2021-01-20
	ISHARES S&P 500 VALUE	P	2021-01-25	2021-02-16
	ISHARES CORE S&P SMALL	P	2021-01-25	2021-03-22
	ISHARES RUSSELL 1000	P	2021-01-25	2021-02-16
	ISHARES RUSSELL 1000	P	2021-01-25	2021-06-01
	ISHARES TR RUSSELL 2000	P	2021-01-25	2021-02-16
	ISHARES TR RUSSELL 2000	P	2021-01-25	2021-03-22
	ISHARES MSCI INDIA	P	2021-01-25	2021-05-12
	ISHARES MSCI JAPAN ETF	P	2021-01-25	2021-09-08
	WISDOMTREE TRUST WISDOM	P	2021-01-25	2021-05-12
	WISDOMTREE TRUST WISDOM	P	2021-03-31	2021-05-12
	KRANESHARES CSI CHINA	P	2021-01-25	2021-05-12
	KRANESHARES CSI CHINA	P	2021-03-31	2021-05-12
	KRANESHARES CSI CHINA	P	2021-11-11	2021-12-29
	ISHARES CORE MSCI EUROPE	P	2021-03-22	2021-09-08
	ARK INNOVATION ETF	P	2021-06-01	2021-12-29
	ARK INNOVATION ETF	P	2021-09-08	2021-12-29
	SECTOR SPDR ENERGY	P	2021-05-12	2021-08-12
	SECTOR SPDR ENERGY	P	2021-07-30	2021-08-12
	FIDELITY ADV EMERGING	P	2021-01-25	2021-05-12
	FIDELITY ADV EMERGING	P	2021-01-25	2021-11-11
	FIDELITY ADV EMERGING	P	2021-03-31	2021-11-11
	INVESCO DEVELOPING	P	2021-01-25	2021-11-22
	INVESCO DEVELOPING	P	2021-01-25	2021-12-13
	INVESCO DEVELOPING	P	2021-01-25	2021-12-29
	TOUCHSTONE SANDS CAPITAL	P	2021-01-25	2021-11-22
	TOUCHSTONE SANDS CAPITAL	P	2021-01-25	2021-12-13
	TOUCHSTONE SANDS CAPITAL	P	2021-01-25	2021-12-29
	TOUCHSTONE SANDS CAPITAL	P	2021-03-31	2021-12-29
	GRANITESHARES GOLD	P	2020-03-10	2021-01-07
	GRANITESHARES GOLD	P	2020-03-31	2021-01-07
	GRANITESHARES GOLD	P	2020-03-10	2021-01-07
	GRANITESHARES GOLD	P	2020-03-10	2021-02-04
	GRANITESHARES GOLD	P	2020-03-10	2021-02-04
	GRANITESHARES GOLD	P	2020-03-10	2021-04-08
	GRANITESHARES GOLD	P	2020-03-10	2021-06-04
	GRANITESHARES GOLD	P	2020-03-10	2021-06-04
	GRANITESHARES GOLD	P	2020-03-10	2021-06-08
	GRANITESHARES GOLD	P	2020-03-10	2021-10-19
	GRANITESHARES GOLD	P	2020-03-31	2021-10-19
	GRANITESHARES GOLD	P	2020-03-31	2021-11-11
	GRANITESHARES GOLD	P	2020-04-06	2021-11-11
	CAPITAL GAINS DIVIDENDS	P

(e) Gross sales price		(f) Depreciation allowed (or allowable)	(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	248		250	-2
b	5,020		5,076	-56
c	2,999		2,641	358
d	4,262		5,197	-935
e	4,379		4,865	-486
	1,941		1,808	133
	3,564		3,765	-201
	6,540		6,506	34
	1,612		1,050	562
	289		283	6
	7,875		7,366	509
	2,201		1,486	715
	5,168		5,957	-789
	2,159		2,482	-323
	1,631		1,632	-1
	728		728	0
	2,410		2,411	-1
	728		728	0
	9,714		9,716	-2
	2,742		2,231	511
	2,472		1,888	584
	2,929		2,148	781
	1,256		797	459
	94		68	26
	2,830		2,329	501
	3,587		3,183	404
	1,727		1,867	-140
	2,849		3,019	-170
	6,911		4,680	2,231
	829		585	244
	9,942		8,735	1,207
	2,131		1,166	965
	3,029		2,966	63
	601		556	45
	200		185	15
	2,189	6	2,195	0
	294		310	-16
	3,713		3,937	-224
	2,070		2,207	-137
	2,993		3,182	-189
	2,685		2,563	122
	473		362	111
	1,958		1,858	100
	1,116		1,079	37
	2,105		2,029	76
	4,783		4,582	201
	715		687	28
	1,776		1,476	300
	2,170		1,803	367
	1,184		1,024	160
	1,841		1,593	248
	526		472	54
	656		449	207
	1,002		817	185
	50		40	10
	58		40	18
	174		120	54
	348		239	109
	409		279	130
	1,182		725	457
	2,810		1,746	1,064
	5,288		3,513	1,775
	313		207	106
	2,611		1,951	660
	319		277	42
	1,149		1,007	142
	191		168	23
	64		56	8
	319		279	40
	16,370		13,829	2,541
	36,144		32,504	3,640
	14,183		12,205	1,978
	31,171		26,485	4,686
	19,018		15,083	3,935
	324		253	71
	486		379	107
	1,921		1,391	530
	230		243	-13
	6,521		6,923	-402
	1,662		1,050	612
	357		331	26
	14,410		13,410	1,000
	1,538		1,285	253
	574		446	128
	4,642		3,504	1,138
	1,143		892	251
	2,688		1,939	749
	295		331	-36
	4,142		4,633	-491
	1,031		813	218
	16,436		12,095	4,341
	2,593		1,960	633
	231		170	61
	1,886		1,226	660
	377		218	159
	1,603		1,035	568
	691		621	70
	4,490		4,037	453
	1,860		1,069	791
	475		301	174
	3,725		2,094	1,631
	3,566		2,125	1,441
	1,347		837	510
	1,006		591	415
	1,542		936	606
	7,493		3,965	3,528
	2,645		1,363	1,282
	1,322		669	653
	14,264		9,797	4,467
	130		80	50
	910		609	301
	3,119		2,279	840
	3,769		2,363	1,406
	1,040		662	378
	576		331	245
	144		84	60
	187		124	63
	3,550		2,231	1,319
	1,789		1,292	497
	1,480		1,116	364
	4,948		4,747	201
	3,879		1,674	2,205
	3,849		3,689	160
	5,564		5,668	-104
	6,253		6,387	-134
	1,983		1,966	17
	2,186		2,186	0
	4,534		3,076	1,458
	1,631		1,259	372
	443		338	105
	471		377	94
	4,838		3,862	976
	729		565	164
	8,750		6,783	1,967
	913		659	254
	1,075		734	341
	134		94	40
	269		188	81
	6,362		4,485	1,877
	172		123	49
	2,235		1,619	616
	369		249	120
	1,884		1,121	763
	1,231		747	484
	888		509	379
	891		479	412
	1,336		742	594
	223		124	99
	1,949		1,181	768
	2,735		2,497	238
	398		287	111
	1,957		1,397	560
	1,194		611	583
	1,343		775	568
	2,392		1,357	1,035
	2,506		1,371	1,135
	1,291		708	583
	1,404		826	578
	1,238		731	507
	4,769		2,911	1,858
	104		72	32
	3,421		2,009	1,412
	2,177		1,246	931
	1,452		836	616
	527		390	137
	8,552		4,363	4,189
	6,589		3,696	2,893
	140		85	55
	3,087		1,698	1,389
	165		85	80
	331		170	161
	2,809		1,376	1,433
	1,006		486	520
	65,649		57,187	8,462
	2,682		2,270	412
	10,760		8,704	2,056
	54,942		41,061	13,881
	6,552		4,805	1,747
	2,045		1,581	464
	51,458		39,680	11,778
	9,352		8,128	1,224
	9,034		6,965	2,069
	3,011		2,544	467
	2,403		2,605	-202
	16,336		26,055	-9,719
	16,699		23,773	-7,074
	1,997		2,403	-406
	20,874		24,298	-3,424
	4,067		2,890	1,177
	66		59	7
	1,526		1,517	9
	244		219	25
	12,085		10,528	1,557
	3,474		2,652	822
	1,185		829	356
	258	213	471	0
	3,432	3,490	6,922	0
	172	174	346	0
	69		138	-69
	3,808	4,453	8,262	-1
	3,191		7,086	-3,895
	1,818	1,945	3,762	1
	177		359	-182
	993		2,206	-1,213
	2,921		6,539	-3,618
	598		1,207	-609
	1,865		3,993	-2,128
	493		981	-488
	7,250		10,407	-3,157
	1,513		1,663	-150
	818		928	-110
	6,072		6,882	-810
	19,609		17,025	2,584
	674		580	94
	16,203		12,696	3,507
	925		712	213
	12,412		11,356	1,056
	64		71	-7
	8,927		5,815	3,112
	7,549		5,728	1,821
	2,402		1,718	684
	6,027		2,673	3,354
	30,565		13,703	16,862
	20,827		9,650	11,177
	833		692	141
	4,948		4,160	788
	191		160	31
	11,526		11,659	-133
	136		139	-3
	4,000		4,055	-55
	21,773		23,463	-1,690
	7,832		8,413	-581
	3,874		2,169	1,705
	1,416		752	664
	23,042		11,463	11,579
	33,653		10,866	22,787
	633		201	432
	17,818		5,064	12,754
	8,260		2,609	5,651
	22,129		6,970	15,159
	5,531		4,016	1,515
	186		134	52
	8,127		9,703	-1,576
	12,967		6,675	6,292
	489		247	242
	9,514		10,061	-547
	16,937		12,974	3,963
	3,740		2,595	1,145
	5,411		5,536	-125
	19,445		18,475	970
	11,710		11,733	-23
	4,098		4,117	-19
	10,498		13,032	-2,534
	7,725		9,347	-1,622
	17,629		22,225	-4,596
	25,156		26,432	-1,276
	15,996		30,465	-14,469
	8,865		16,023	-7,158
	778		290	488
	2,779		1,050	1,729
	2,446		958	1,488
	556		223	333
	452		178	274
	2,027		757	1,270
	2,862		1,171	1,691
	16,934		9,995	6,939
	12,283		8,357	3,926
	10,702		5,561	5,141
	472		242	230
	9,442		5,603	3,839
	6,023		3,735	2,288
	10,441		6,480	3,961
	5,691		3,240	2,451
	22,369		11,881	10,488
	14,824		5,056	9,768
	397		133	264
	6,838		4,763	2,075
	458		312	146
	8,908		7,503	1,405
	235		197	38
	6,411		6,199	212
	21,101		9,196	11,905
	1,415		590	825
	9,296		3,301	5,995
	5,487		1,582	3,905
	3,817		1,115	2,702
	11,673		6,994	4,679
	3,233		1,786	1,447
	11,034		6,399	4,635
	2,053		1,596	457
	30,046		22,097	7,949
	9,553		6,271	3,282
	2,616		1,273	1,343
	13,761		7,065	6,696
	773		629	144
	7,889		5,495	2,394
	15,016		10,415	4,601
	11,023		4,226	6,797
	208		80	128
	15,909		10,791	5,118
	17,678		7,131	10,547
	7,920		2,971	4,949
	214		61	153
	4,504		1,261	3,243
	1,806		481	1,325
	914		240	674
	7,312		2,177	5,135
	1,488		333	1,155
	28,543		11,223	17,320
	245		96	149
	6,638		2,494	4,144
	22,235		19,412	2,823
	17,577		8,982	8,595
	16,609		11,916	4,693
	11,079		2,373	8,706
	1,032		216	816
	5,030		2,600	2,430
	163		84	79
	3,487		3,351	136
	11,393		10,450	943
	7,688		7,350	338
	18,112		15,531	2,581
	5,002		4,658	344
	8,535		8,046	489
	8,202		7,960	242
	12,593		11,933	660
	6,505		7,951	-1,446
	496		521	-25
	5,997		7,968	-1,971
	620		686	-66
	14,713		22,069	-7,356
	13,622		12,488	1,134
	10,835		12,953	-2,118
	8,873		11,563	-2,690
	12,450		13,423	-973
	3,038		3,010	28
	7,843		9,358	-1,515
	19,501		22,642	-3,141
	1,442		1,479	-37
	4,136		4,443	-307
	4,121		4,691	-570
	18,808		22,866	-4,058
	4,116		4,598	-482
	3,625		4,313	-688
	18,558		23,089	-4,531
	725		820	-95
	1			1
	12		11	1
	1			1
	1			1
	1			1
	1			1
	1			1
	1			1
	3,685		3,241	444
	3,250		3,057	193
	228		205	23
	1,848		1,574	274
	1,441		1,283	158
	20,717			20,717

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
b			-56
c			358
d			-935
e			-486
			133
			-201
			34
			562
			6
			509
			715
			-789
			-323
			-1
			0
			-1
			0
			-2
			511
			584
			781
			459
			26
			501
			404
			-140
			-170
			2,231
			244
			1,207
			965
			63
			45
			15
			0
			-16
			-224
			-137
			-189
			122
			111
			100
			37
			76
			201
			28
			300
			367
			160
			248
			54
			207
			185
			10
			18
			54
			109
			130
			457
			1,064
			1,775
			106
			660
			42
			142
			23
			8
			40
			2,541
			3,640
			1,978
			4,686
			3,935
			71
			107
			530
			-13
			-402
			612
			26
			1,000
			253
			128
			1,138
			251
			749
			-36
			-491
			218
			4,341
			633
			61
			660
			159
			568
			70
			453
			791
			174
			1,631
			1,441
			510
			415
			606
			3,528
			1,282
			653
			4,467
			50
			301
			840
			1,406
			378
			245
			60
			63
			1,319
			497
			364
			201
			2,205
			160
			-104
			-134
			17
			0
			1,458
			372
			105
			94
			976
			164
			1,967
			254
			341
			40
			81
			1,877
			49
			616
			120
			763
			484
			379
			412
			594
			99
			768
			238
			111
			560
			583
			568
			1,035
			1,135
			583
			578
			507
			1,858
			32
			1,412
			931
			616
			137
			4,189
			2,893
			55
			1,389
			80
			161
			1,433
			520
			8,462
			412
			2,056
			13,881
			1,747
			464
			11,778
			1,224
			2,069
			467
			-202
			-9,719
			-7,074
			-406
			-3,424
			1,177
			7
			9
			25
			1,557
			822
			356
			0
			0
			0
			-69
			-1
			-3,895
			1
			-182
			-1,213
			-3,618
			-609
			-2,128
			-488
			-3,157
			-150
			-110
			-810
			2,584
			94
			3,507
			213
			1,056
			-7
			3,112
			1,821
			684
			3,354
			16,862
			11,177
			141
			788
			31
			-133
			-3
			-55
			-1,690
			-581
			1,705
			664
			11,579
			22,787
			432
			12,754
			5,651
			15,159
			1,515
			52
			-1,576
			6,292
			242
			-547
			3,963
			1,145
			-125
			970
			-23
			-19
			-2,534
			-1,622
			-4,596
			-1,276
			-14,469
			-7,158
			488
			1,729
			1,488
			333
			274
			1,270
			1,691
			6,939
			3,926
			5,141
			230
			3,839
			2,288
			3,961
			2,451
			10,488
			9,768
			264
			2,075
			146
			1,405
			38
			212
			11,905
			825
			5,995
			3,905
			2,702
			4,679
			1,447
			4,635
			457
			7,949
			3,282
			1,343
			6,696
			144
			2,394
			4,601
			6,797
			128
			5,118
			10,547
			4,949
			153
			3,243
			1,325
			674
			5,135
			1,155
			17,320
			149
			4,144
			2,823
			8,595
			4,693
			8,706
			816
			2,430
			79
			136
			943
			338
			2,581
			344
			489
			242
			660
			-1,446
			-25
			-1,971
			-66
			-7,356
			1,134
			-2,118
			-2,690
			-973
			28
			-1,515
			-3,141
			-37
			-307
			-570
			-4,058
			-482
			-688
			-4,531
			-95
			1
			1
			1
			1
			1
			1
			1
			1
			444
			193
			23
			274
			158
			20,717

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	410,568
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	6,058
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	6,058
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	3,192
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	4,700
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	7,892
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	1,834
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax1,834	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

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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)

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

N/A

The books are in care of bullet

THE FOUNDATION Telephone no. bullet

(617) 429-0695

Located at bullet

75 ARLINGTON STWINCHESTERMA ZIP+4 bullet

01890

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)

(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-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRIAN PEREIRA	TRUSTEE 1.00	0	0	0
75 ARLINGTON ST WINCHESTER,MA01890	TRUSTEE 1.00	0	0	0
SUNITA PEREIRA	TRUSTEE 1.00	0	0	0
75 ARLINGTON ST WINCHESTER,MA01890	TRUSTEE 1.00	0	0	0

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...................

2,638,703

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

104,253

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

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

2,742,956

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.........................

2,742,956

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

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

41,144

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

2,701,812

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

135,091

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..................

135,091

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

6,058

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

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

6,058

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

129,033

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

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

129,033

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

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

129,033

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					129,033
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......
b From 2017......
c From 2018......
d From 2019......	5,733
e From 2020......	39,424
f Total of lines 3a through e ........		45,157
4Qualifying distributions for 2021 from Part
XI, line 4: $ 122,150
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.....					122,150
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		6,883			6,883
(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		38,274
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 ......		38,274
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....	38,274
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).)

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 email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2021)

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
5TH MAINE MUSEUM SEASHORE AVE PEAKS ISLAND,ME04108		PC	EDUCATIONAL AND MAINTENANCE SUPPORT	150
AKSHAY PATRA USA 6800 OWENSMOUTH AVE SUITE 23 CANOGA PARK,CA91303		PC	FREE MIDDAY SCHOOL MEALS FOR UNDERPRIVILEGED CHILDREN IN INDIA	2,500
AMERICAN INDIA FOUNDATION 216 EAST 45TH ST 7TH FL NEW YORK,NY10017		PC	LIVELIHOOD, SKILLS TRAINING, HEALTHCARE TO IMPROVE HUMAN CAPITAL	40,500
BARAKUT BUNDLE 340 ADAM STREET 302 WASHINGTON,DC20002		PC	LIFE-SAVING EDUCATION TO NEW MOTHERS AND GRANT OF CRADLES FOR NEWBORN SAFETY	2,000
BAYLOR COLLEGE OF MEDICINE ONE BAYLOR PLAZA HOUSTON,TX77030		PC	LECTURE ENDOWMENT	1,000
BUCKINGHAM BROWNE & NICHOLS SCHOOL 80 GERRYS LANDING ROAD CAMBRIDGE,MA02138		PC	PROVIDE SUPPORT FOR EDUCATION OF UNDERPRIVILEGED SCHOOL CHILDREN	2,000
EAST INDIA MARINE ASSOCIATION PEM 161 ESSEX ST SALEM,MA01970		PC	SUPPORT OF MUSEUM ACTIVITIES	10,000
FRIENDS OF TEIA PO BOX 87 PEAKS ISLAND,ME04108		PC	EDUCATIONAL GRANTS AND SCHOLARSHIPS TO CHILDREN OF PEAKS ISLAND FOR HIGHER EDUCATION	250
GALLOP NYC 88-03 70TH ROAD FORREST HILLS,NY11375		PC	HANDICAPPED AND AUTISTIC CHILDREN RIDING LESSONS	500
GULF OF MAINE RESEARCH INSTITUTE 350 COMMERCIAL ST PORTLAND,ME04101		PC	PRESERVATION OF GULF OF MAINE HABITAT AND SUSTAINABLE DEVELOPMENT	500
NATIONAL KIDNEY FOUNDATION 30 E 33RD ST NEW YORK,NY10016		PC	SUPPORT THE WORK OF NKF IN ADVOCACY, EDUCATION, RESEARCH	800
PEABODY ESSEX MUSEUM 161 ESSEX ST SALEM,MA01970		PC	NAMING OF MUSEUM SKYBRIDGE	50,000
PEAKS ISLAND CHILDREN'S WORKSHOP PO BOX 80 PEAKS ISLAND,ME04108		PC	SUPPORTING CHILDREN'S DEVELOPMENT	250
PEAKS ISLAND HEALTH CENTER PO BOX 52 PEAKS ISLAND,ME04108		PC	HEALTHCARE ASSISTANCE	100
PRINCETON UNIVERSITY PO BOX 5357 PRINCETON,NJ085435357		PC	EDUCATION	500
SALVATION ARMY 25 SHAWMUT RD CANTON,MA02021		PC	SUPPORT OF UNDERPRIVILEGED WITH HOUSING, FOOD, LIVELIHOOD SUPPORT	250
ST EULALIA'S PARISH 50 RIDGE STREET WINCHESTER,MA01890		PC	PHILANTHROPIC EFFORTS OF THE CATHOLIC CHURCH	200
TRUSTEES OF TUFTS COLLEGE 419 BOSTON AVE MEDFORD,MA02155		PC	ESTABLISHED AN ENDOWED CHAIR IN NEPHROLOGY AT TUFTS UNIVERSITY SCHOOL OF MEDICINE	10,000
WBUR 890 COMMONWEALTH AVE 3RD FL BOSTON,MA02215		PC	SUPPORTING NEWS GATHERING AND DISSEMINATION	250
WGBH PO BOX 55875 BOSTON,MA02205		PC	SUPPORTING NEWS GATHERING AND DISSEMINATION	250
WINCHESTER FIREFIGHTER ASSOCIATION PO BOX 264 WINCHESTER,MA01890		PC	HELPING FAMILIES OF DECEASED OR INJURED FIREGFIGHTERS	50
WOUNDED WARRIOR PROJECT PO BOX 758541 TOPEKA,KS66675		PC	LIVELIHOOD AND SUPPORT FOR WOUNDED VETERANS	100
Total ................................. 3a				122,150

bApproved for future payment

Total ................................. 3b				0

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 ............			14	20,717	389,851
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		64,838	389,851

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

454,689

(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.)
8	STOCK SALES FROM MERRILL LYNCH

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