Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE FANWOOD FOUNDATION
C/O BESSEMER TRUST
Number and street (or P.O. box number if mail is not delivered to street address)1271 AVENUE OF AMERICAS
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10020
A Employer identification number

13-6051922
B Telephone number (see instructions)

(516) 508-9623
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$16,120,035J 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) 15,900
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 356,252 356,252  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,035,576
b Gross sales price for all assets on line 6a 4,463,167
7 Capital gain net income (from Part IV, line 2)... 1,035,576
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........ 1,407,728 1,391,828  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 38,100 0   38,100
14 Other employee salaries and wages...... 15,900 0   15,900
15 Pension plans, employee benefits....... 6,005 0   6,005
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,000 0   6,000
c Other professional fees (attach schedule).... Click to see attachment 76,148 52,716   23,432
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,493 4,367   0
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 30,765 0   30,765
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 177,411 57,083   120,202
25 Contributions, gifts, grants paid....... 572,660 572,660
26 Total expenses and disbursements. Add lines 24 and 25 750,071 57,083   692,862
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 657,657
b Net investment income (if negative, enter -0-) 1,334,745
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 423,571 482,217 482,217
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 9,879,822 Click to see attachment10,012,769 13,466,818
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,617,074 Click to see attachment2,079,233 2,171,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 11,920,467 12,574,219 16,120,035
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,920,467 12,574,219
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 11,920,467 12,574,219
30 Total liabilities and net assets/fund balances (see instructions). 11,920,467 12,574,219
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
11,920,467
2
Enter amount from Part I, line 27a .....................
2
657,657
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
12,578,124
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,905
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,574,219
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    
b PUBLICLY TRADED SECURITIES P    
c PASSTHROUGH ENTITIES P    
d CAPITAL GAINS DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 770,090   491,250 278,840
b 3,484,374   2,949,379 534,995
c       13,038
d 208,703     208,703
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       278,840
b       534,995
c       13,038
d       208,703
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 1,035,576
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 18,553
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 18,553
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,198
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 30,198
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 92
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 11,553
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,553 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBESSEMER TRUST Telephone no.bullet (212) 708-9216

    Located atbullet1271 AVENUE OF AMERICASNEW YORKNY ZIP+4bullet10020
    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)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WHITNEY STEVENS - DEC'D 91021 TRUSTEE
    5.00     		0 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    J WHITNEY STEVENS TRUSTEE
    5.00     		15,900 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    MELANIE READ TRUSTEE
    5.00     		0 0 0
    C/O BESSEMER TR -1271 AVENUE OF
    AMERICAS
    NEW YORK,NY10020
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    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
    15,364,612
    b
    Average of monthly cash balances.......................
    1b
    324,730
    c
    Fair market value of all other assets (see instructions)................
    1c
    249,947
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,939,289
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    15,939,289
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    239,089
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,700,200
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    785,010
    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
    785,010
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    18,553
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,553
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    766,457
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    766,457
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    766,457
    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 7 766,457
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 630,377
    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......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 692,862
    a Applied to 2020, but not more than line 2a 630,377
    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..... 62,485
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    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 ..........     		703,972
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    J WHITNEY STEVENS
    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 e-mail address of the person to whom applications should be addressed:
    WHITNEY STEVENS
    PO BOX 10
    NEWTON,NJ07860
    (516) 508-9682
    bThe form in which applications should be submitted and information and materials they should include:
    BUDGET, EXPLANATION, AUDIT AND 501(C)3 LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ANDOVER ALUMNI FUND
    180 MAIN STREET
    ANDOVER,MA01810     		N/A PUBLIC CHARITY GENERAL PURPOSE 8,500
    THE ASSOCIATION OF MARSHALL SCHOLARS INC
    168 PROSPECT PARK SW
    BROOKLYN,NY11218     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    THE BREARLEY SCHOOL
    610 EAST 83RD STREET
    NEW YORK,NY10028     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    CAF AMERICA (KING'S SCHOOL CANTERBURY)
    1800 DIAGONAL ROAD
    ALEXANDRIA,VA22314     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    CAMBRIDGE IN AMERICA
    P O BOX 9123
    NEW YORK,NY10087     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HILLSDALE COLLEGE
    33 EAST COLLEGE STREET
    HILLSDALE,MI49242     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    INSTITUTE FOR THE RECRUITMENT OF TEACHERS
    180 MAIN STREET
    ANDOVER,MA01810     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    MONTANA STATE UNIV (NATIVE AM STUDIES)
    P O BOX 172360
    BOZEMAN,MT59717     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    RAY & NELL JOHNSON SCHOLARSHIP FUND
    P O BOX 95021
    HENDERSON,NV89009     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PRINCETON UNIVERSITY
    PO BOX 5357
    PRINCETON,NJ08543     		N/A PUBLIC CHARITY GENERAL PURPOSE 55,500
    TETON SCIENCE SCHOOL
    700 COYOTE CANYON ROAD
    JACKSON,WY83001     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    TRINITY SCHOOL
    139 WEST 91ST STREET
    NEW YORK,NY10024     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    UNIV SOUTHERN UTAH VETERINARY MEDICINE
    351 WEST UNIVERSITY BLVD
    CEDAR CITY,UT84710     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WARDLAW-HARTRIDGE SCHOOL
    1295 INMAN AVENUE
    EDISON,NJ08820     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    WEST POINT FUND
    698 MILL ROAD
    WEST POINT,NY10996     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    ARTHRITIS NATIONAL RESEARCH FOUNDATION
    5354 EAST 2ND STREET
    LONG BEACH,CA90803     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    FISHER CENTER OF ALZHEIMER'S RESEARCH FNDT
    110 EAST 42ND STREET
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    HOSPITAL FOR SPECIAL SURGERY
    525 EAST 70TH STREET
    NEW YORK,NY10021     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    HUNTSMAN CANCER INSTITUTE
    2000 CIRCLE OF HOPE
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    THE LAM FOUNDATION
    4520 COOPER ROAD
    CINCINNATI,OH45242     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,150
    MOUNT SINAI HEALTH SYSTEM
    1 GUSTAVE L LEVY PLACE
    NEW YORK,NY10029     		N/A PUBLIC CHARITY GENERAL PURPOSE 15,000
    NATIONAL MULTIPLE SCLERORIS SOCIETY
    1400 FOOTHILL BLVD
    SALT LAKE CITY,UT84108     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    PRIMARY CHILDREN'S HOSPITAL FOUNDATION
    100 NORTH MARIO CAPECCHI DR
    SALT LAKE CITY,UT84113     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    THE ROGOSIN INSTITUTE
    504-506 EAST 74TH STREET
    NEW YORK,NY10021     		N/A PUBLIC CHARITY GENERAL PURPOSE 6,000
    ST VINCENT'S HEALTHCARE FOUNDATION
    1106 NORTH 30TH STREET
    BILLINGS,MT59101     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    SCOTTISH RITE LANGUAGE CLINIC
    1304 13TH STREET SOUTH
    GREAT FALLS,MT59405     		N/A PUBLIC CHARITY GENERAL PURPOSE 8,000
    SOUTHAMPTON HOSPITAL FOUNDATION
    240 MEETING HOUSE LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WEILL CORNELL MEDICINE
    1300 YORK AVENUE
    NEW YORK,NY10065     		N/A PUBLIC CHARITY GENERAL PURPOSE 12,500
    ACLU OF UTAH FOUNDATION
    355 NORTH 300 WEST
    SALT LAKE CITY,UT84103     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    ADOPT A NATIVE ELDER PROGRAM
    328 WEST GREGSON AVENUE
    SALT LAKE CITY,UT84115     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    AERO
    P O BOX 1558
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 750
    AMERICAN BOARD OF PSYCHOANALYSIS
    501 SOUTH CHERRY STREET
    DENVER,CO80246     		N/A PUBLIC CHARITY GENERAL PURPOSE 10,000
    AMERICAN RED CROSS
    P O BOX 37839
    BOONE,IA50037     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    AMERICAN RIVERS
    1101 14TH STREET
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    AMNESTY INTERNATIONAL
    5 PENN PLAZA
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ANIMAL RESCUE FUNDS OF THE HAMPTONS
    DANIELS HOLE ROAD
    WAINSCOTT,NY11975     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    ASPCA
    424 EAST 92ND STREET
    NEW YORK,NY10128     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    BELIZE ZOO (BEED)
    1401 WEST SAGE STREET
    TUCSON,AZ85705     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    BEST FRIENDS ANIMAL SANCTUARY
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    BEST FRIENDS OF UTAH
    2005 SOUTH 1100 EAST
    SALT LAKE CITY,UT84106     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    BLUEGREEN ALLIANCE FOUNDATION
    1399 GODWARD STREET NE
    MINNEAPOLIS,MN55413     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    BRIGHT EYES CARE & REHABILITATION
    P O BOX 1498
    CHOTEAU,MT59422     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CAMPAIGN FOR HUMAN RIGHTS
    137 MONTAGUE STREET
    BROOKLYN,NY11201     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,800
    CANADIAN PARKS & WILDERNESS SOCIETY
    250 CITY CENTER AVENUE
    OTTAWA,ONTARIO  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    CANYON CREEK FIRE DEPT
    P O BOX 464
    CANYON CREEK,MT59633     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CANYONLANDS FIELD INSTITUTE
    P O BOX 68
    MOAB,UT84532     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    CASTLE CROWN WILDERNESS COALITION
    P O BOX 2621
    PINCHER CREEK,ALBERTA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 900
    CENTER FOR LARGE LANDSCAPE CONSERVATION
    P O BOX 1587
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,300
    CITY HARVEST INC
    6 EAST 32ND STREET
    NEW YORK,NY10015     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVENUE
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    CLARK FORK COALTION
    P O BOX 7593
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    CLASSICAL 89 (KBYU)
    BRIGHAM YOUNG UNIVERSITY
    PROVO,UT84602     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    COLORADO PUBLIC RADIO
    7409 SOUTH ALTON COURT
    CENTENNIAL,CO80112     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    CONSERVATION FUND
    1655 N FORT MEYER DRIVE
    ARLINGTON,VA22209     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    COUSEAU SOCIETY
    4 EAST 27TH STREET
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CROSSROADS URBAN CENTER
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    DEFENDERS OF WILDLIFE
    333 7TH AVENUE
    NEW YORK,NY10001     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    DOCTORS WITHOUT BORDERS
    P O BOX 5030
    HAGERSTOWN,MD21741     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    DUCKS UNLIMITED
    ONE WATERFRONT WAY
    MEMPHIS,TN38120     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    EARTH JUSTICE LEGAL DEFENSE FUND
    50 CALIFORNIA STREET
    SAN FRANCISCO,CA94111     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    EARTHWATCH INSTITUTE
    114 WESTERN AVENUE
    BOSTON,MA02134     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    EARTHWORKS
    1612 K STREET NW
    WASHINGTON,DC20006     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ECO-FLIGHT
    307 ASPEN AIRPORT BUS CENTER
    ASPEN,CO81611     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    ECO-TRUST
    721 NW NOTH AVENUE
    PORTLAND,OR97209     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    ENVIRONMENTAL DEFENSE FUND
    1875 CONNECTICUT AVENUE
    WASHINGTON,DC20003     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,000
    EUTOPIA CAT SANCTUARY
    8945 DOUGLAS CENTER
    HELENA,MT59602     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    EXLPLORATION WORKS
    995 CAROUSEL WAY
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FAMILY PROMISE OF SALT LAKE CITY
    814 WEST 800 SOUTH
    SALT LAKE CITY,UT84104     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FAUNA WEST WILDLIFE CONSULTANTS
    P O BOX 890
    TOWNSEND,MT59644     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    FINCA
    1201 15TH STREET NW
    WASHINGTON,DC20005     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    FOOD BANK FOR NEW YORK CITY
    39 BROADWAY
    NEW YORK,NY10006     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    FOUNDATION FOR ANIMALS
    P O BOX 389
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    FOUNTAIN HOUSE ART GALLERY
    425 WEST 47TH STREET
    NEW YORK,NY10036     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    GARDEN CITY HARVEST
    P O BOX 205
    MISSOULA,MT59806     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    GIFT
    1702 NORTH PARK PLAZA
    WILMINGTON,DE19806     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    GIRLS INC OF NEW YORK CITY
    120 WALL STREET
    NEW YORK,NY10005     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    GLACIER INSTITUTE
    137 MAIN STREET
    KALISPELL,MT59903     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    GLOBAL LINKS
    700 TRUMBULL DRIVE
    PITTSBURGH,PA15205     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    GOBI BEAR FUND
    P O BOX 80843
    FAIRBANKS,AK99708     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    GOD'S LOVE WE DELIVER
    166 AVENUE OF THE AMERICAS
    NEW YORK,NY10013     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    GRAND STREET THEATRE
    P O BOX 1258
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    GREATER YELLOWSTONE COALITION
    218 SOUTH WALLACE
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,500
    GREEPEACE
    792 H STREET NW
    WASHINGTON,DC20001     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    GUGGENHEIM FOUNDATION WORKS & PROCESS
    708 THIRD AVENUE
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 16,000
    HAWK WATCH INTERNATIONAL
    2240 SOUTH 900 EAST
    SALT LAKE CITY,UT84106     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    HEADWATERS ECONOMICS
    P O BOX 7059
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    HEART OF THE VALLEY HUMAN SOCIETY
    P O BOX 1139
    BOZEMAN,MT59719     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    THE HEARTLAND INSTITUTE
    3939 NORTH WILKE ROAD
    ARLINGTON HEIGHTS,IL60004     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    HEIFER INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    HELENA CIVIC TELEVISION
    1015 POPLAR STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    THE HERITAGE FOUNDATION
    214 MASSACHUSETTS AVENUE NE
    WASHINGTON,DC20002     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    HIGH COUNTRY NEWS
    P O BOX 1090
    PAONIA,CO81428     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    HISTROIC DISTRICTS COUNCIL
    232 EAST 11TH STREET
    NEW YORK,NY10003     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    HUMANE SOCIETY OF LEWIS & CLARK CO
    2112 E CUSTER AVENUE
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    HUMANE SOCIETY OF UTAH
    4242 SOUTH 300 WEST
    MURRAY,UT84107     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    HUMANE SOCIETY OF THE UNITED STATES
    1255 23RD STREET NW
    WASHINGTON,DC20037     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    INDIAN LAW RESOURCE CENTER
    602 NORTH EWING STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,800
    INSTITUTE FOR CAREER DEVELOPMENT
    123 WILLIAM STREET
    NEW YORK,NY10038     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    INTERNATIONAL RESCUE COMMITTEE
    122 EAST 42ND STREET
    NEW YORK,NY10168     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    K U S M
    MONTANA STATE UNIVERSITY
    BOZEMAN,MT59717     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PAUL KOSTER MEMORIAL BENEFIT
    35 ROBIN HOOD LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    LDS CHARITIES
    50 EAST NORTH TEMPLE
    SALT LAKE CITY,UT84150     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    LDS EARTH STEWARDSHIP
    P O BOX 1476
    SALT LAKE CITY,UT84110     		N/A PUBLIC CHARITY GENERAL PURPOSE 900
    LAKE AGAWAM CONSERVANCY
    422 FIRST NECK LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 25,000
    THE LAND INSTITUTE
    2440 EAST WATERWELL ROAD
    SALINA,KS67401     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,800
    LAND TRUST ALLIANCE
    120 HICKORY STREET
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    LAND TRUST FOR THE MISSISSIPPI COASTAL PLAIN
    955 HOWARD STREET
    BILOXI,MS39530     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    LANDON'S LEGACY FOUNDATION
    P O BOX 80542
    BILLINGS,MT59108     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    LIGHT HAWK
    P O BOX 2710
    TELLURIDE,CO81435     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    LIT WORLD
    1115 BROADWAY
    NEW YORK,NY10010     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    MALABAR FARM FOUNDATION
    4050 BROMFIELD ROAD
    LUCAS,OH44843     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    MANHATTAN INSTITUTE
    52 VANDERBILT AVENUE
    NEW YORK,NY10017     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MERLIN CCC
    P P BOX 2034
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    METROPOLITAN MUSEUM OF ART
    P O BOX 5338
    NEW YORK,NY10277     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,700
    MINDS MATTER
    1120 AVENUE OF THE AMERICAS
    NEW YORK,NY10036     		N/A PUBLIC CHARITY GENERAL PURPOSE 600
    MONTANA AUDUBON SOCIETY
    P O BOX 595
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA ENVIRONMENTAL INFORMATION CENTER
    P O BOX 1184
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,900
    MONTANA HISTORICAL SOCIETY
    225 NORTH ROBERTS
    HELENA,MT59620     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    MONTANA HORSE SANCTUARY
    P O BOX 10
    SIMMS,MT59477     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA HUMAN RIGHTS NETWORK
    P O BOX 1497
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA LAND RELIANCE
    P O BOX 355
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA PRO RODEO HALL AND WALL OF FAME
    P O BOX 930
    BILLINGS,MT59103     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    MONTANA RAPTOR CONSERVATION CENTER
    P O BOX 4061
    BOZEMAN,MT59722     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    MONTANA TROUT UNLIMITED
    P O BOX 7186
    MISSOULA,MT59807     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,200
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		N/A PUBLIC CHARITY GENERAL PURPOSE 360
    NATIONAL CENTER FOR APPROPRIATE TECHNOLOGY
    P O BOX 3838
    BUTTE,MT59702     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    NATURAL RESOURCES DEFENSE COUNCIL
    317 EAST MENDENHALL STREET
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,250
    THE NATURE CONSERVANCY MONTANA
    32 S EWING STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    THE NATURE CONSERVANCY UTAH
    559 EAST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    NEW VISION VETERINARY
    1885 SOUTH HIGHWAY 89
    PERRY,UT84302     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    NEW YORK FOUNDATION FOR THE ARTS
    20 JAY STREET
    BROOKLYN,NY11201     		N/A PUBLIC CHARITY GENERAL PURPOSE 25,000
    NEW YORK PUBLIC LIBRARY
    476 FIFTH AVENUE
    NEW YORK,NY10138     		N/A PUBLIC CHARITY GENERAL PURPOSE 300
    NORTH AMERICAN WOLF FOUNDATION
    114 ESSEX ROAD
    IPSWICH,MA01938     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    NORTHERN PLAINS RESOURCE COUNCIL
    220 SOUTH 27TH STREET
    BILLINGS,MT59101     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    OCEAN CONSERVANCY
    1300 19TH STREET NW
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    OGDEN NATURE CENTER
    966 WEST 12TH STREET
    OGDEN,UT84404     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    ONE MONTANA
    2066 STADIUM DRIVE
    BOZEMAN,MT59715     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    OWL INSTITUTE
    P O BOX 39
    CHARLO,MT59824     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    PBS UTAH
    101 SOUTH WASATCH DRIVE
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PACIFIC RIVERS NETWORK
    317 SW ALDER STREET
    PORTLAND,OR97204     		N/A PUBLIC CHARITY GENERAL PURPOSE 800
    PARK COUNTY ENVIRONMENTAL COUNCIL
    P O BOX 164
    LIVINGSTON,MT59047     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,300
    PARK AVENUE PRESERVATION FOUNDATION
    564 PARK AVENUE
    NEW YORK,NY10065     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    THE PARRISH ART MUSEUM
    279 MONTAUK HIGHWAY
    WATER MILL,NY11976     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    PECONIC LAND TRUST
    P O BOX 1776
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    PEOPLE AND CARNIVORES
    P O BOX 6733
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    PEREGRINE FUND
    5668 WEST FLYING HAWK LANE
    BOISE,ID83709     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    POST-MORROW FOUNDATION
    P O BOX 204
    BROOKHAVEN,NY11719     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    PRICKLY PEAR LAND TRUST
    P O BOX 892
    HELENA,MT59624     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    RAPTOR VIEW
    P O BOX 4323
    MISSOULA,MT59806     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    RED BUTTE GARDENS
    300 WAKARA WAY
    SALT LAKE CITY,UT84108     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    RESCUE MISSION OF SALT LAKE
    463 SOUTH 400 WEST
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    ROCKY MOUNTAIN INSTITUTE
    1820 FOLSOM STREET
    BOULDER,CO80302     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    ROGERS MEMORIAL LIBRARY
    91 COOPERS FARM ROAD
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SAVE OUR CANYONS
    3690 EAST FORT UNION BLVD
    COTTONWOOD HTS,UT84121     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,500
    SAVE THE CEDAR LEAGUE
    401-2120 WEST 2ND AVENUE
    VANCOUVER,BRITISH COLUMBIA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST
    FAIRFIELD,CT26825     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,500
    SELKIRK CONSERVATION ALLIANCE
    P O BOX 1809
    PRIEST RIVER,ID83856     		N/A PUBLIC CHARITY GENERAL PURPOSE 700
    SONORAN INSTITUTE
    100 NORTH STONE AVENUE
    TUCSON,AZ85701     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    SOUTHAMPTON ARTS CENTER
    25 JOBS LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 35,000
    SOUTHAMPTON ASSOCIATION
    P O BOX 641
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    SOUTHAMPTON CULTURAL CENTER
    2 POND LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    SOUTHAMPTON FRESH AIR HOME
    36 BARKERS ISLAND ROAD
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    SOUTHAMPTON GARDEN CLUB
    P O BOX 1161
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    SOUTHAMPTON HISTORY MUSEUM
    17 MEETING HOUSE LANE
    SOUTHAMPTON,NY11968     		N/A PUBLIC CHARITY GENERAL PURPOSE 750
    SOUTHAMPTON VILLAGE AMBULANCE
    P O BOX 832
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTON VILLAGE POLICE BENEVOLENT ASN
    P O BOX 759
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTON VOL FIREMEN'S BENEVOLENT ASN
    P O BOX 499
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHAMPTON YOUTH SERVICE
    P O BOX 1284
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    SOUTHERN UTAH WILDERNESS ALLIANCE
    425 EAST 100 SOUTH
    SALT LAKE CITY,UT84111     		N/A PUBLIC CHARITY GENERAL PURPOSE 7,400
    STEGNER CENTER
    383 SOUTH UNIVERSITY STREET
    SALT LAKE CITY,UT84112     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    SWEET GRASS MUSEUM SOCIETY
    P O BOX 83
    BIG TIMBER,MT59011     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    THE THREEPENNEY REVIEW
    P O BOX 9131
    BERKELEY,CA94709     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    TRACY AVIARY
    589 EAST 1300 SOUTH
    SALT LAKE CITY,UT84105     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    TRUMPETER SWAN SOCIETY
    12615 COUNTY ROAD 9
    PLYMOUTH,MN55441     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    TRUST FOR PUBLIC LANDS
    101 MONTGOMERY STREET
    SAN FRANCISCO,CA94104     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    TWO DOT COMMUNITY CLUB
    P O BOX 208
    TWO DOT,MT59085     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA02138     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    UNITED WAY OF NORTHERN UTAH
    2955 HARRISON BOULEVARD
    OGDEN,UT84403     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    UTAH FOOD BANK
    3150 SOUTH 900 WEST
    SALT LAKE CITY,UT84119     		N/A PUBLIC CHARITY GENERAL PURPOSE 4,500
    UTAH OPEN LAND
    1488 SOUTH MAIN STREET
    SALT LAKE CITY,UT84115     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    UTAH SYMPHONY
    123 WEST SOUTH TEMPLE
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    VILLAGE IMPROVEMENT ASSOC OF SOUTHAMPTON
    P O BOX 2273
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 250
    THE VITAL GROUND FOUNDATION
    20 FORT MISSOULA ROAD
    MISSOULA,MT59804     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WESTERN BEAR FOUNDATION
    P O BOX 2044
    CODY,WY82414     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WESTERN RESOURCES ADVOCATES (COLORADO)
    2260 BASELINE ROAD
    BOULDER,CO80302     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,600
    WESTERN RESOURCES ADVOCATES (UTAH)
    150 SOUTH 600 EAST
    SALT LAKE CITY,UT84102     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    WESTERN SUSTAINABILIY EXCHANGE
    P P BOX 1448
    LIVINGSTON,MT59047     		N/A PUBLIC CHARITY GENERAL PURPOSE 5,000
    WESTERN WILDLIFE CONSERVANCY
    1021 DOWNINGTON AVENUE
    SALT LAKE CITY,UT84105     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WHEATLAND COUNTY COMMUNITY FOUNDATION
    P O BOX 733
    HARLOWTON,MT59036     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WHITNEY MUSUEM OF AMERICAN ART
    99 GANSEVOORT STREET
    NEW YORK,NY10014     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,200
    WILD MONTANA
    80 SOUTH WARREN STREET
    HELENA,MT59601     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    WILD UTAH PROJECT
    824 SOUTH 400 WEST
    SALT LAKE CITY,UT84101     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,850
    WILDERNESS SOCIETY
    1615 M STREET NW
    WASHINGTON,DC20036     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,200
    WILDLANDS NETWORK
    1402 3RD AVENUE
    SEATTLE,WA98101     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WILDLIFE CONSERVATION FUND
    2300 SOUTHERN BLVD
    BRONX,NY10460     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    WILDLIFE RESCUE FUNDEVELYN ALEXANDER
    228 WEST MONTAUK HIGHWAY
    HAMPTON BAYS,NY11946     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    WOLF HAVEN INTERNATIONAL
    3111 OFFUT LAKE ROAD SE
    TENINO,WA98589     		N/A PUBLIC CHARITY GENERAL PURPOSE 400
    WOLVERINE FOUNDATION
    4444 PACKSADDLE ROAD
    TEONIA,ID83452     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    WOMEN'S PRISON ASSOCIATION
    110 SECOND AVENUE
    NEW YORK,NY10003     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    WOUNDED WARRIOR PROJECT
    4899 BELFORD ROAD
    JACKSONVILLE,FL32256     		N/A PUBLIC CHARITY GENERAL PURPOSE 500
    YELLOWSTONE TO YUKON PROJECT
    P O BOX 157
    BOZEMAN,MT59771     		N/A PUBLIC CHARITY GENERAL PURPOSE 3,000
    CARDINAL'S ANNUAL STEWARDSHIP APPEAL
    P O BOX 4020
    NEW YORK,NY10261     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    CHURCH OF THE HOLY TRINITY
    213 WEST 82ND STREET
    NEW YORK,NY10024     		N/A PUBLIC CHARITY GENERAL PURPOSE 700
    CHURCH OF THE HOLY TRINITY (RENEW-REBUILD)
    1011 FIRST AVENUE
    NEW YORK,NY10022     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,000
    CRESCENT AVENUE PRESBYTERIAN CHURCH
    716 WACHUNG AVENUE
    PLAINFIELD,NJ07060     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,500
    EBENEZER BAPTIST CHURCH
    126 LEE AVENUE
    NEW BRUNSWICK,NJ08901     		N/A PUBLIC CHARITY GENERAL PURPOSE 300
    ST ANDREW'S DUNE CHURCH
    P O BOX 1245
    SOUTHAMPTON,NY11969     		N/A PUBLIC CHARITY GENERAL PURPOSE 2,000
    VALHALLA FOUNDATION FOR ECOLOGY
    208 LATKIN ROAD
    NEW DENVER,BRITISH COLUMBIA  
    CA     		N/A PUBLIC CHARITY GENERAL PURPOSE 1,500
    Total .................................bullet 3a 571,860
    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 ............     		    18 1,035,576  
    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 1,391,828 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,391,828
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE FANWOOD FOUNDATION
    C/O BESSEMER TRUST
    Employer identification number

    13-6051922
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE FANWOOD FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number
    13-6051922
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    WHITNEY STEVENS
     
    C/O BESSEMER TRUST -1271 AVENUE OF
     
    NEW YORK, NY10020

    		$ 15,900


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE FANWOOD FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    13-6051922
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE FANWOOD FOUNDATION
    C/O BESSEMER TRUST         		Employer identification number

    13-6051922
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FINANCIAL SERVICES FEE 6,000 0   6,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FIDELITY 500 INDEX-INST PRM 549,973 939,562
    FIDELITY INTL INDX-INST PRM 564,758 609,466
    VANGUARD TOT BD MKT IDX-ADM 558,321 588,002
    INVESCO QQQ TRUST SERIES 1 279,480 548,635
    VANGUARD FTSE EUROPE ETF 412,670 449,156
    ISHARES CORE MSCI EMERGING 363,793 417,943
    ISHARES RUSSELL 1000 VALUE E 334,593 409,581
    EDGEWOOD GROWTH FUND-INST 262,488 383,283
    SCHWAB U.S. TIPS ETF 310,145 339,480
    VANGUARD FINANCIALS ETF 209,349 325,151
    JPM MANAGED INCOME FD - USD - L FUND 2119 ISIN US48121A4159 SEDOL B416ZX2 0. 321,027 320,185
    HEALTH CARE SELECT SECTOR 188,310 279,103
    DODGE & COX INCOME 256,666 265,112
    OAKMARK INTERNATIONAL-R6 220,842 262,576
    PIMCO TOTAL RETURN FUND-INST 232,676 239,159
    SPDR S&P 500 ETF TRUST 63,262 221,806
    ISHARES MSCI JAPAN ETF 189,499 219,629
    DOUBLELINE TTL RTRN BND-R6 217,052 211,522
    INDUSTRIAL SELECT SECT SPDR 122,400 138,823
    ISHARES MSCI INDIA ETF 71,285 121,980
    T ROWE PR JAPAN FUND-I 94,461 112,363
    T ROWE PRICE NEW ASIA-I 103,146 112,048
    VANGUARD SHORT-TERM TIPS 104,078 103,571
    VANECK OIL SERVICES ETF 109,067 103,326
    MATTHEWS CHINA FUND-INS 75,000 82,033
    NB GREATER CHINA EQUITY-INST 59,592 58,014
    MICROSOFT CORP 2,788 52,130
    ISHARES MSCI CHINA ETF 53,159 48,835
    ISHARES MSCI ALL COUNTRY ASI 33,408 46,808
    AMAZON.COM INC 10,529 40,012
    APPLE INC 744 34,981
    ALPHABET INC-CL C 3,306 31,829
    UNITEDHEALTH GROUP INC 1,615 21,592
    NXP SEMICONDUCTORS NV 10,993 18,906
    META PLATFORMS INC-CLASS A 6,909 17,827
    LINDE PLC 7,140 15,589
    MASTERCARD INC - A 3,117 14,732
    NORFOLK SOUTHERN CORP 7,387 13,992
    MORGAN STANLEY 2,897 13,841
    NEXTERA ENERGY INC 7,161 13,350
    NVIDIA CORP 1,810 12,941
    THERMO FISHER SCIENTIFIC INC 6,516 12,678
    WELLS FARGO & CO 9,212 12,667
    TEXAS INSTRUMENTS INC 3,898 12,627
    ELI LILLY & CO 3,654 12,430
    LOWE'S COS INC 1,802 12,149
    ALPHABET INC-CL A 1,142 11,588
    ABBVIE INC 5,776 10,832
    AMERICAN EXPRESS CO 6,898 10,307
    INGERSOLL RAND INC COMMON STOCK 8,320 10,270
    SCHWAB (CHARLES) CORP 6,733 9,672
    BOOKING HOLDINGS INC 6,838 9,597
    OLD DOMINION FREIGHT LINE 7,533 9,318
    ADVANCED MICRO DEVICES 6,254 9,210
    INTUIT INC 3,936 9,005
    BANK OF AMERICA CORP 1,272 8,809
    HONEYWELL INTERNATIONAL INC 1,519 8,340
    PEPSICO INC 4,314 7,991
    DEERE & CO 8,123 7,886
    O'REILLY AUTOMOTIVE INC 3,454 7,769
    COSTCO WHOLESALE CORP 6,414 7,380
    TRANE TECHNOLOGIES PLC 5,504 7,273
    NIKE INC -CL B 6,104 7,167
    PIONEER NATURAL RESOURCES CO 4,152 7,093
    EATON CORP PLC 5,300 6,913
    AMETEK INC 5,195 6,911
    BOSTON SCIENTIFIC CORP 3,895 6,584
    CHARTER COMMUNICATIONS INC-A 1,879 6,520
    ANALOG DEVICES INC 4,962 6,503
    WORKDAY INC-CLASS A 6,426 6,283
    HILTON WORLDWIDE HOLDINGS IN 5,059 6,240
    WASTE CONNECTIONS INC 3,056 6,132
    PPG INDUSTRIES INC 4,748 6,035
    ESTEE LAUDER COMPANIES-CL A 3,986 5,923
    MCDONALD'S CORP 4,754 5,898
    REGENERON PHARMACEUTICALS 4,922 5,684
    BRISTOL-MYERS SQUIBB CO 5,057 5,612
    SHOPIFY INC - CLASS A 5,979 5,510
    MONDELEZ INTERNATIONAL INC-A 1,804 5,504
    INTUITIVE SURGICAL INC 5,278 5,390
    ARTHUR J GALLAGHER & CO 4,204 5,090
    CONOCOPHILLIPS 3,654 4,908
    ASML HOLDING NV-NY REG SHS 1,754 4,777
    WEX INC 4,494 4,773
    SVB FINANCIAL GROUP 4,797 4,748
    SNAP INC - A 4,944 4,468
    FISERV INC 3,344 4,255
    APTIV PLC 3,820 3,629
    PAYPAL HOLDINGS INC 1,555 3,583
    BIOGEN INC 3,495 2,879
    NETFLIX INC 1,447 2,410
    86993.97 OW FIXED INCOME FUND 967,138 971,722
    21.00 ALPHABET INC CLASS C 20,536 60,765
    55.00 MATCH GROUP INC 5,694 7,273
    16.00 CHARTER COMMUNICATIONS INC 7,363 10,431
    110.00 META PLATFORMS INC 18,264 36,998
    30.00 SEA LTD ADR 1,328 6,711
    155.00 NIKE INC CL B 9,454 25,833
    23.00 BURLINGTON STORES INC 3,626 6,704
    22.00 HOME DEPOT 2,977 9,130
    10.00 AMAZON.COM INC 7,667 33,343
    20.00 LVMH MOET HENNESSY VUITTON 8,589 16,468
    51.00 WYNDHAM HOTELS & RESORTS 1,804 4,572
    40.00 ADVANCE AUTO PARTS 5,145 9,595
    200.00 DOLLARAMA INC 6,746 10,003
    3.00 MERCADOLIBRE INC 4,652 4,045
    25.00 EXPEDIA GROUP INC 4,142 4,518
    95.00 APTIV PLC 14,211 15,670
    10.00 DOMINOS PIZZA 3,943 5,643
    100.00 ROSS STORES INC 9,781 11,428
    105.00 HILTON WORLDWIDE HOLDINGS 10,852 16,378
    110.00 PEPSICO INC 10,939 19,108
    260.00 US FOODS HOLDING CORP 8,032 9,055
    19315.96 OW CREDIT INCOME FUND 193,159 194,898
    45.00 PIONEER NATURAL RESOURCES 7,868 8,184
    240.00 CONOCOPHILLIPS 11,672 17,323
    260.00 SCHWAB CHARLES CORP NEW 14,025 21,866
    100.00 JPMORGAN CHASE & CO 15,405 15,835
    640.00 BANK OF AMERICA CORP 18,946 28,473
    185.00 CITIGROUP INC 7,564 11,172
    32.00 S&P GLOBAL INC. 10,758 15,101
    19.00 MSCI INC 8,050 11,641
    25.00 AON PLC 5,414 7,514
    175.00 BLACKSTONE INC 9,845 22,643
    45.00 NASDAQ INC. 3,805 9,450
    85.00 ZOETIS INC 5,541 20,742
    65.00 DANAHER CORP 6,476 21,385
    18.00 LAB CORP OF AMER HLDGS NEW 2,493 5,655
    31.00 STERIS PLC 3,547 7,545
    70.00 CATALENT INC 7,387 8,962
    33.00 THERMO FISHER SCIENTIFIC 3,741 22,018
    15.00 TELEFLEX INC 3,980 4,927
    22.00 COOPER COS INC 5,878 9,216
    50.00 UNITEDHEALTH GROUP INC 13,347 25,107
    110.00 IQVIA HOLDINGS INC 16,211 31,035
    31.00 EQUIFAX INC 3,934 9,076
    65.00 SMITH A O CORP 2,749 5,580
    85.00 SAFRAN SA 10,362 10,364
    20.00 HEICO CORPORATION 2,754 2,884
    105.00 EATON CORP PLC 15,078 18,146
    42.00 DOVER CORP 3,674 7,627
    25.00 CINTAS CORP 4,055 11,079
    25.00 CARLISLE COS 4,940 6,203
    40.00 LINCOLN ELEC HLDG 5,198 5,578
    38.00 NORTHROP GRUMMAN CORP 13,730 14,708
    67.00 UNION PACIFIC CORP 10,558 16,879
    103.00 IAA INC 3,438 5,213
    35.00 ASPEN TECHNOLOGY 4,789 5,327
    26.00 ADOBE INC 12,795 14,743
    355.00 APPLE INC 13,799 63,037
    13.00 PAYCOM SOFTWARE INC 4,701 5,397
    240.00 MICROSOFT CORP 16,740 80,716
    15.00 ANSYS INC 2,573 6,016
    22.00 ASML HOLDING 10,844 17,609
    25.00 NICE LTD ADR 4,288 7,590
    22.00 SYNOPSYS INC 2,234 8,107
    24.00 NVIDIA CORP 6,934 7,058
    155.00 VISA INC 17,077 33,590
    130.00 TEXAS INSTRUMENTS INC 13,652 24,501
    18.00 SERVICENOW INC 3,077 11,683
    75.00 SS&C TECHNOLOGIES HOLDINGS 4,697 6,148
    45.00 CDW CORP/DE 4,706 9,215
    30.00 WEX INC 4,685 4,211
    160.00 AMPHENOL CORP 7,507 13,993
    101059.82 OW LARGE CAP STRATEGIES FD 1,203,311 1,903,966
    80.00 VULCAN MATERIALS 14,794 16,606
    35.00 AIR PRODUCTS & CHEMICALS 8,462 10,649
    80.00 AMERICAN TOWER CORP 16,106 23,400
    25.00 JONES LANG LASALLE INC COM 4,629 6,733
    34081.07 OW SMALL & MIDCAP STRAT FD 376,963 615,163
    45.00 AMERICAN WATER WORKS CO 1,996 8,498
    105.00 AMEREN CORP 6,873 9,346

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HASTINGS EQUITY FUND III AT COST 89,041 89,041
    HASTINGS EQUITY FUND III AIV-A AT COST 100,918 100,918
    BLACKSTONE ALT MULTI-STRAT-Y AT COST 550,341 536,782
    COHEN & STEERS REAL ESTATE-F AT COST 286,361 360,228
    NEUBERGER BERMAN LONG SH-INS AT COST 261,627 307,718
    PIMCO COMMODITYPL STRAT-INS AT COST 233,424 214,983
    PIMCO MRTG OPP & BND-INST AT COST 160,000 157,810
    BLACKROCK EVNT DRVN EQ-INST AT COST 160,000 155,000
    PIMCO DYNAMIC BOND-INST AT COST 102,500 100,053
    AMERICAN BEACON AHL MGD-R5 AT COST 73,114 64,997
    ISHARES GOLD TRUST AT COST 39,752 54,965
    22155.51 5TH AVE MUL-STRAT OFF PND AT COST 22,155 22,155
    TST OPRTNTY INTL RE FD LTD AT COST 0 6,350

    TY 2021 OtherDecreasesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Description Amount
    COST BASIS ADJ 3,905


    TY 2021 OtherExpensesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXP 29,802 0   29,802
    SMITH BARNEY ACCOUNT FEE 25 0   25
    FED EX 19 0   19
    FORM 941 PENATLY 342 0   342
    MISC EXP 93 0   93
    PO BOX FEE 484 0   484


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 11,187 7,458   3,729
    JP MORGAN CHASE 59,109 39,406   19,703
    PARTNERSHIP EXPENSES 5,852 5,852   0


    TY 2021 TaxesSchedule
    Name:
    THE FANWOOD FOUNDATION
     
    C/O BESSEMER TRUST
    EIN:
    13-6051922
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,493 4,367   0