Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022
Name of foundation
C L C KRAMER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)153 WINDWARD DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PALM BEACH GARDENS, FL33418
A Employer identification number

13-6226513
B Telephone number (see instructions)

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$4,017,562J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 79,315 79,315  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 827,966
b Gross sales price for all assets on line 6a 2,206,983
7 Capital gain net income (from Part IV, line 2)... 827,966
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........ 907,281 907,281  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,964 74,973   24,991
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 5,525 2,763   2,763
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,486 16,574   1,913
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 35,949 35,774   175
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 159,924 130,084   29,842
25 Contributions, gifts, grants paid....... 954,500 954,500
26 Total expenses and disbursements. Add lines 24 and 25 1,114,424 130,084   984,342
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -207,143
b Net investment income (if negative, enter -0-) 777,197
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 394,365 152,705 152,705
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) 32,878 Click to see attachment3,564 3,098
b Investments—corporate stock (attach schedule)....... 2,091,265 Click to see attachment2,168,686 3,481,005
c Investments—corporate bonds (attach schedule)....... 411,092 Click to see attachment416,357 380,754
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,215 Click to see attachment0  
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment3,285    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,952,100 2,741,312 4,017,562
Liabilities 17 Accounts payable and accrued expenses.......... 4,006 9,749
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) 14,908 Click to see attachment5,520
23 Total liabilities (add lines 17 through 22)......... 18,914 15,269
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........... 2,933,186 2,726,043
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,933,186 2,726,043
30 Total liabilities and net assets/fund balances (see instructions). 2,952,100 2,741,312
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
2,933,186
2
Enter amount from Part I, line 27a .....................
2
-207,143
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,726,043
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
2,726,043
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 PUBLICLY TRADED SECURITIES P 2011-09-30 2022-09-30
b PUBLICLY TRADED SECURITIES P 2021-10-01 2022-09-30
c
d
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 1,572,082   672,636 899,446
b 634,901   706,381 -71,480
c
d
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       899,446
b       -71,480
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 2 827,966
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 -71,480
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,803
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 10,803
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,283
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,283
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 5,520
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletDE
    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
    Yes
     
    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 addressbulletwww.clckramerfoundation.org
    14
    The books are in care ofbulletLAWRENCE ROTHENBERG Telephone no.bullet (631) 734-8134

    Located atbullet153 WINDWARD DRIVEPALM BEACH GARDENSFL ZIP+4bullet33418
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CRAIG DAVIS VICE PRESIDENT TREASURER
    6.00     		40,000 0 0
    14 BOSTWICK STREET
    Lakeville,CT06039
    LAWRENCE ROTHENBERG PRESIDENT
    6.00     		59,964 0 0
    153 WINDWARD DRIVE
    PALM BEACH GARDENS,FL33418
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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 THE FOUNDATIONS ACTIVITIES CONSIST OF MAINTAINING A PORTFOLIO SO AS TO MAKE GRANTS TO ORGANIZATIONS QUALIFYING AS IRS SEC 501 c 3 ORGANIZATIONS 0
    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
    5,072,609
    b
    Average of monthly cash balances.......................
    1b
    363,376
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,435,985
    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
    5,435,985
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    81,540
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,354,445
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    267,722
    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
    267,722
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,803
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,803
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    256,919
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    256,919
    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
    256,919
    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 7 256,919
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 259,945
    b From 2017...... 156,974
    c From 2018...... 168,459
    d From 2019...... 198,040
    e From 2020......  
    f Total of lines 3a through e ........ 783,418
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 984,342
    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..... 256,919
    e Remaining amount distributed out of corpus 727,423
    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 1,510,841
    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) ...     		259,945
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,250,896
    10 Analysis of line 9:
    a Excess from 2017.... 156,974
    b Excess from 2018.... 168,459
    c Excess from 2019.... 198,040
    d Excess from 2020....  
    e Excess from 2021.... 727,423
    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
    0 3,517 12,508   16,025
    b 85% (0.85) of line 2a .........   2,989 10,632   13,621
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		984,342       984,342
    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 ....     		984,342       984,342
    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 ..     		178,481       178,481
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ALVIN AILEY DANCE FOUNDATION
    406 W 55TH STREET
    New York,NY10019     		NONE EOF GENERAL 35,000
    BERKSHIRE TACONIC COMMUNITY FOUNDAT
    800 N MAIN STREET
    Sheffield,MA01257     		NONE EOF GENERAL 15,000
    NEW YORK PRESBYTERIAN FUND INC
    525 EAST 69TH STREET
    New York,NY10065     		NONE EOF GENERAL 3,000
    COMMUNITY SYNAGOGUE
    160 MIDDLE NECK ROAD
    Port Washington,NY11050     		NONE EOF GENERAL 4,000
    BIG BEND CONSERVATION ALLIANCE
    PO BOX 1721
    Alpine,TX79831     		NONE EOF GENERAL 50,000
    BALLEN ISLES CHARITIES FOUNDATION
    100 BALLENISLES CIRCLE
    Palm Beach Gardens,FL33418     		NONE EOF GENERAL 6,000
    TEMPLE BETH EL
    220 S BEDFORD ROAD
    Chappaqua,NY10514     		NONE EOF GENERAL 3,500
    TEMPLE JUDEA OF PALM BEACH COUNTY
    4311 HOOD ROAD
    Palm Beach Gardens,FL33410     		NONE EOF GENERAL 4,000
    UJA FEDERATION OF NEW YORK
    130 E 59TH STREET
    New York,NY10022     		NONE EOF GENERAL 25,000
    JUPITER MEDICAL CENTER FOUNDATION
    1210 S OLD DIXIE HIGHWAY
    Jupiter,FL33458     		NONE EOF GENERAL 10,000
    METRO MUSEUM OF ART
    1000 5TH AVENUE
    New York,NY10028     		NONE EOF GENERAL 1,500
    MIDDLE WAY SCHOOL
    268 WEST SAUGERTIES ROAD
    Saugerties,NY12477     		NONE EOF GENERAL 5,000
    MIAMI CITY BALLET INC
    2200 LIBERTY AVENUE
    Miami Beach,FL33139     		NONE EOF GENERAL 11,000
    MOMA
    11 WEST 53RD STREET
    New York,NY10019     		NONE EOF GENERAL 1,500
    MOUNTAIN GATE MONASTERY
    124 COUNTY ROAD 73
    Chamisal,NM87521     		NONE EOF GENERAL 2,500
    NAACP LEGAL DEFENSE FUND
    40 RECTOR STREET 5TH FLOOR
    New York,NY10006     		NONE EOF GENERAL 500
    THE FAMILY CENTER OF WASHINGTON COU
    383 SHERWOOD DRIVE
    Montpelier,VT05602     		NONE EOF GENERAL 5,000
    THE FUND FOR PENN LAW
    3501 SANSOM STREET
    Philadelphia,PA19104     		NONE EOF GENERAL 10,000
    THE RAYMOND F KRAVIS CENTER FOR THE
    701 OKEECHOBEE BOULEVARD
    West Palm Beach,FL33401     		NONE EOF GENERAL 27,500
    QUEENS COLLEGE FOUNDATION
    65-30 KISSENA BOULEVARD
    Flushing,NY113671597     		NONE EOF GENERAL 10,000
    SALISBURY FAMILY SERVICES
    30A SALMON KILL ROAD
    Lakeville,CT06039     		NONE EOF GENERAL 5,000
    SOAR FOUNDATION
    39812 MISSION BOULEVARD SUITE 203
    Fremont,CA94539     		NONE EOF GENERAL 5,000
    TEAMWORK EDUCATION FOUNDATION
    110 TALAVERA PLACE
    Palm Beach Gardens,FL33418     		NONE EOF GENERAL 2,000
    THE ISRAEL BRIDGE
    209 COCONUT KEY DRIVE
    Palm Beach Gardens,FL33418     		NONE EOF GENERAL 1,500
    WOODWELL CLIMATE RESEARCH
    149 WOODS HOLE ROAD
    Falmouth,MA025401644     		NONE EOF GENERAL 2,500
    BROOKLYN ZEN CENTER
    326 CLINTON STREET
    Brooklyn,NY11231     		NON EOF GENERAL 10,000
    CHOKGYUR LINGPA FOUNDATION
    CO DORIS MOTTA 412 GLIMMERGLEN RD
    Cooperstown,NY13326     		NONE EOF GENERAL 585,000
    NEW YORK CITY CENTER
    131 W 55TH STREET
    New York,NY10019     		NONE EOF GENERAL 5,000
    CORNER FOOD PANTRY
    80 SHARON ROAD
    Lakeville,CT06039     		NONE EOF GENERAL 5,000
    CULTURAL COUNCIL FOR PALM BEACH COU
    601 LAKE AVENUE
    Lake Worth Beach,FL33460     		NONE EOF GENERAL 1,000
    DIGESTIVE DISEASE RESEARCH FOUNDATI
    311 E 79TH STREET
    New York,NY10075     		NONE EOF GENERAL 3,000
    DOCTORS WITHOUT BORDERS USA
    40 RECTOR STREET 16TH FLOOR
    New York,NY10006     		NONE EOF GENERAL 2,500
    EAST MOUNTAIN FOUNDATION
    PO BOX 1686
    Lakeville,CT06039     		NONE EOF GENERAL 20,000
    FAU OLLI JUPITER
    5353 PARKSIDE DRIVE
    Jupiter,FL33458     		NONE EOF GENERAL 2,000
    FEEDING WESTCHESTER
    200 CLEARBROOK ROAD
    Elmsford,NY10523     		NONE EOF GENERAL 1,000
    FLORIDA ATLANTIC UNIVERSITY
    777 GLADES ROAD
    Boca Raton,FL33431     		NONE EOF GENERAL 1,000
    HOPE BOYKIN DANCE LLC
    219 W 19TH STREET
    New York,NY10011     		NONE EOF GENERAL 3,000
    HUMANE PRISON HOSPICE PROJECT
    PO BOX 51
    San Quentin,CA94964     		NONE EOF GENERAL 20,000
    ISLAND INSTITUTE
    386 MAIN STREET
    Rockland,ME04841     		NONE EOF GENERAL 2,500
    JEWISH FED PALM BEACH COUNTY
    1 HARVARD CIRCLE 100
    West Palm Beach,FL33409     		NONE EOF GENERAL 25,000
    LIFTING UP WESTCHESTER
    35 ORCHARD STREET
    White Plains,NY10603     		NONE EOF GENERAL 1,000
    NATIONAL ALLIANCE TO END HOMELESSNE
    1518 K STREET NW 2ND FLOOR
    Washington,DC20005     		NONE EOF GENERAL 1,000
    PALM BEACH DREAMWORKS
    201 CLEMATIS STREET
    West Palm Beach,FL33401     		NONE EOF GENERAL 4,000
    VERMONT CHILDRENS TRUST FOUNDATION
    95 ST PAUL STREET SUITE 330
    Burlington,VT05401     		NONE EOF GENERAL 500
    WOMENS SUPPORT SERVICES INC
    13A PORTER STREET
    Lakeville,CT06039     		NONE EOF GENERAL 5,000
    PROTECT OUR WINTERS
    4676 BROADWAY STREET
    Boulder,CO80304     		NONE EOF GENERAL 1,000
    COLUMBIA UNIVERSITY IRVING MEDICAL
    630 WEST 168TH STREET
    New York,NY10032     		NONE EOF GENERAL 10,000
    Total .................................bullet 3a 954,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		         
    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) ..      
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
     
    (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.)
    08 THE FOUNDATIONS ACTIVITIES CONSIST OF MAINTAINING A PORTFOLIO SO ASTO MAKE GRANTS TO ORGANIZATIONS QUALIFYING AS IRS SEC 501 C 3ORGANIZATIONS
    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:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & PROFESSIONAL FEES 5,525 2,763 0 2,763

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Name of Bond End of Year Book Value End of Year Fair Market Value
    EOY- BOOK VALUE Y.E. 9-30-2021 0 0
    1500 SH KINDER MORGAN INC DEL 1,423 1,355
    1500 SH SOUTHERN COPPER CORP 1,647 1,624
    7000 SH BANK OF AMERICA CORP 7,944 6,747
    8000 SH BANK OF AMERICA CORP 8,418 7,691
    8000 SH BANK OF NEW YORK MELLO 8,284 7,281
    6000 SH BP CAPITAL MARKETS PLC 6,717 5,175
    4000 SH CHARLES SCHWAB CORP/TH 4,467 3,905
    6000 SH CITIGROUP INC FXD TO 6,462 5,943
    8000 SH CITIGROUP INC FXD TO 8,121 6,749
    4000 SH DOMINION ENERGY INC FX 4,169 3,548
    12000 SH GENERAL MOTORS FIN CO 12,067 9,814
    9000 SH GOLDMAN SACHS GROUP IN 9,919 8,358
    11000 SH JPMORGAN CHASE & CO F 12,375 11,000
    5000 SH TRUIST FINANCIAL CORP 5,619 4,469
    9000 SH WELLS FARGO & CO FXD T 10,082 8,615
    5000 SH SPRINT CORP 5,729 5,092
    4000 SH HEWLETT PACKARD ENTERP 4,451 3,984
    4000 SH BALL CORP 4,330 3,935
    5000 SH AMERICAN TOWER CORP 5,747 4,833
    4000 SH ALLY FINANCIAL INC 4,517 3,904
    4000 SH WESTERN DIGITAL CORP 4,161 3,712
    6000 SH FORD MOTOR CO 6,506 5,539
    6000 SH CENTENE CORP 6,351 5,474
    4000 SH NETFLIX INC 4,659 3,763
    6000 SH VERIZON COMMUNICATIONS 7,435 5,668
    3000 SH BEST BUY CO INC 3,602 2,818
    6000 SH COMCAST CORP 7,221 5,672
    4000 SH FLEX LTD 4,671 3,640
    6000 SH LOWES COS INC 7,440 5,625
    8000 SH FREEPORT-MCMORAN INC 8,713 7,051
    5000 SH BROADCOM INC 5,734 4,331
    4000 AMEREN CORP 4,510 3,446
    147 SH SEMPRA ENERGY 5.750% 3,974 3,475
    100000 SH GEORGIA-PACIFIC LLC 103,891 106,174
    33500 SH KINDER MORGAN INC 31,786 30,399
    33500 SH SOUTHERN COPPER CORP 36,792 36,263
    33000 SH BANK OF AMERICA CORP 36,423 33,682

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EOY BOOK VALUE YE 9-30-2021 0 0
    680 SH ALPHABET CAP STK CL C 694 65,382
    1360 SH ALPHABET CAP STK CL A 71,765 130,084
    1260480 SH AMAZON COM INC 209,047 142,434
    4136 SH APPLE INC 2,954 571,595
    3742 SH ATEA PHARMACEUTICALS I 92,862 21,292
    2800 SH GENERAL MTRS CO COM 101,104 89,852
    500 SH HOME DEPOT INC 13,965 137,970
    4100 SH MIND MEDICINE INC COM 115,487 14,350
    443 SH NORFOLK SOUTHN CORP COM 2,069 92,875
    1254 SH NVIDIA CORPORATION COM 223,596 152,223
    2910 SH RIVIAN AUTOMOTIVE INC 122,037 95,768
    18 SH ALIGN TECHNOLOGY 5,896 3,728
    180 SH ALPHABET INC CL A 26,215 17,217
    175 SH AMAZON COM INC 28,031 19,775
    132 SH APPLE INC 1,617 18,242
    101 SH APPLIED MATERIALS INC 12,278 8,275
    28 SH AUTODESK INC DELAWARE 6,669 5,230
    82 SH BROWN & BROWN INC 5,326 4,959
    174 SH CENTERPOINT ENERGY INC 5,458 4,903
    65 SH COHERENT CORP 2,373 2,265
    57 SH EDWARD LIFESCIENCES CORP 5,116 4,710
    22 SH FIVE BELOW 2,464 3,029
    75 SH HOLOGIC INC 5,589 4,839
    26 SH IQVIA HOLDINGS INC 6,707 4,710
    27 SH LOWES COMPANIES INC 6,346 5,071
    19 SH LULULEMON ATHLETICA INC 6,599 5,312
    66 SH META PLATFORMS INC CL A 17,547 8,955
    77 SH MICROSOFT CORP 25,292 17,933
    53 SH MONSTER BEVERAGE CORP NE 4,621 4,609
    12 SH NORTHROP GRUMMAN CP 4,360 5,644
    30 SH PALO ALTO NETWORKS INC 5,069 4,914
    33 SH PAYPAL HLDGS INC COM 2,593 2,840
    107 SH PERFORMANCE FOOD GROUP 4,780 4,596
    72 SH QUALCOMM INC 11,857 8,135
    124 SH ROYALTY PHARMA PLC SHS 5,361 4,982
    11 SH SERVICENOW INC 6,368 4,154
    10 SH SHERWIN WILLIAMS COMPANY 2,975 2,048
    54 SH SILVERGATE CAP CORP CL A 4,682 4,069
    36 SH T-MOBILE US INC COM 4,094 4,830
    18 SH TESLA INC 5,146 4,775
    10 SH UNITEDHEALTH GP INC 4,542 5,050
    30 SH VISA INC CL A 6,197 5,330
    37 SH WEX INC COM 5,958 4,697
    167 SH FIRST TRUST ULTRA SHORT 3,337 3,310
    165 SH ABBOTT LABORATORIES 18,075 15,965
    67 SH AMERICAN TOWER CORP 18,221 14,385
    213 SH APPLE INC 1,242 29,437
    40 SH BROADCOM INC 14,436 17,760
    160 SH BUNGE LTD 17,330 13,211
    111 SH CHEVRON CORP 17,265 15,947
    278 SH COCA COLA CO 16,478 15,574
    153 SH CONOCOPHILLIPS 13,895 15,658
    177 SH CVS HEALTH CORP COM 17,198 16,880
    36 SH ELEVANCE HEALTH INC 11,382 16,353
    53 SH GOLDMAN SACHS GRP INC 12,568 15,532
    58 SH HOME DEPOT INC 5,251 16,005
    66 SH LINDE PLC 17,272 17,793
    39 SH LOCKHEED MARTIN CORP 16,113 15,065
    104 SH MASTERCARD INC CL A 35,518 29,571
    260 SH METLIFE INCORPORATED 12,626 15,803
    125 SH MICROSOFT CORP 26,662 29,113
    291 SH MONDELEZ INTL INC COM 17,913 15,956
    67 SH PARKER HANNIFIN CORP 20,637 16,235
    176 SH PHILIP MORRIS INTL INC 14,892 14,610
    74 SH PIONEER NATURAL RESOURCE 11,885 16,023
    100 SH SEMPRA 15,391 14,994
    97 SH UNITED PARCEL SER INC CL 18,896 15,669
    33 SH UNITEDHEALTH GP INC 10,389 16,666
    538 SH WILLIAMS CO INC 17,463 15,403
    1708 SH FIRST TRUST ULTRA SHOR 34,113 33,853
    112 SH ABBVIE INC COM 15,887 15,032
    680 SH ALPHABET INC CL A 20,596 65,042
    600 SH ALPHABET INC CL C 612 57,690
    139 SH AMAZON COM INC 18,880 15,707
    376 SH AMERICAN ELEC PWR CO IN 13,874 32,505
    2280 SH APPLE INC 10,684 315,096
    816 SH COCA COLA CO 33,195 45,712
    203 SH COMCAST CORP NEW CL A 4,539 5,954
    400 SH CONOCOPHILLIPS 37,318 40,936
    169 SH CROWN CASTLE INC 27,643 24,429
    467 SH CVS HEALTH CORP COM 27,557 44,538
    400 SH EXXON MOBIL CORP 25,294 34,924
    125 SH HOME DEPOT INC 30,676 34,493
    200 SH INTL BUSINESS MACHINES 3,714 23,762
    273 SH JOHNSON & JOHNSON 27,897 44,597
    800 SH LINCOLN NTL CORP IND 4,205 35,128
    390 SH LYONDELLBASELL NV CL A 38,863 29,359
    300 SH MARATHON PETROLEUM CORP 26,008 29,799
    202 SH MICROSOFT CORP 41,704 47,046
    1667 SH THE FINANCIAL SEL SECT 33,263 50,610
    2638 SH RAYTHEON TECHNOLOGIES 13,032 215,947
    400 SH REALTY INCOME CORP 26,210 23,280
    810 SH SCHLUMBERGER LTD 29,703 29,079
    100 SH UBER TECHNOLOGIES INC 2,635 2,650
    200 SH YUM BRANDS INC 14,543 21,268

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PGIM TR ULTRA SHORT   0 0

    TY 2021 OtherAssetsSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PREPAID EXCISE TAX 3,285 0 0


    TY 2021 OtherExpensesSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LICENSES & FEES 35,949 35,774 0 175


    TY 2021 OtherLiabilitiesSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Description Beginning of Year - Book Value End of Year - Book Value
    990PF EXCISE TAX 14,908 5,520


    TY 2021 TaxesSchedule
    Name:
    C L C KRAMER FOUNDATION INC
    EIN:
    13-6226513
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 7,650 5,738 0 1,913
    FOREIGN TAX PAID 83 83 0 0
    990PF EXCISE TAX 10,753 10,753 0 0