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
BOKOM FOUNDATION INC
 
% George Klein
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 459
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Sharon Center, OH44274
A Employer identification number

34-1760423
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$1,200,811J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 0 0 0
4 Dividends and interest from securities... 17,650 17,650 0
5a Gross rents............ 0 0 0
b Net rental income or (loss) 0
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 27,148
b Gross sales price for all assets on line 6a 209,023
7 Capital gain net income (from Part IV, line 2)... 27,148
8 Net short-term capital gain.........  
9 Income modifications........... 0
10a Gross sales less returns and allowances 0
b Less: Cost of goods sold.... 0
c Gross profit or (loss) (attach schedule)..... 0 0
11 Other income (attach schedule)....... Click to see attachment 13,390 13,390 0
12 Total. Add lines 1 through 11........ 58,188 58,188 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages...... 0 0 0 0
15 Pension plans, employee benefits....... 0 0 0 0
16a Legal fees (attach schedule)......... 0 0 0 0
b Accounting fees (attach schedule)....... 0 0 0 0
c Other professional fees (attach schedule).... 0 0 0 0
17 Interest............... 0 0 0 0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 114 114 0 0
19 Depreciation (attach schedule) and depletion... 0 0 0
20 Occupancy.............. 0 0 0 0
21 Travel, conferences, and meetings....... 0 0 0 0
22 Printing and publications.......... 0 0 0 0
23 Other expenses (attach schedule)....... Click to see list of attachments 26 26 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140 140 0 0
25 Contributions, gifts, grants paid....... 34,700 34,700
26 Total expenses and disbursements. Add lines 24 and 25 34,840 140 0 34,700
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 23,348
b Net investment income (if negative, enter -0-) 58,048
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............. 4,679 35,155 35,155
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)..... 0 0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet   0 0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)   0  
b Investments—corporate stock (attach schedule)....... 141,661 Click to see attachment133,787 206,193
c Investments—corporate bonds (attach schedule)....... 28,706 Click to see attachment28,958 29,701
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 845,493 Click to see attachment845,987 929,762
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,020,539 1,043,887 1,200,811
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) Click to see attachment0 Click to see attachment0
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........ 28,713 28,713
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 991,826 1,015,174
29 Total net assets or fund balances (see instructions)..... 1,020,539 1,043,887
30 Total liabilities and net assets/fund balances (see instructions). 1,020,539 1,043,887
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
1,020,539
2
Enter amount from Part I, line 27a .....................
2
23,348
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,043,887
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
1,043,887
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 SPDR Gold Trust P 2020-09-20 2021-03-26
b Vanguard Inflat Protected - AD P 2021-01-01 2021-04-13
c Oberweis Funds Intl Op P 2020-12-30 2021-11-18
d Vanguard Balanced Index Fund P 2021-01-01 2021-11-18
e SPDR Gold Trust P 2020-09-01 2021-12-31
American Beacon London Income Equity P 2020-09-01 2021-11-18
Conestoga Small Cap Fund P 2020-09-02 2021-11-18
Polen Growth Fund P 2020-09-01 2021-11-18
Ishares MSCI EAFE Small Cap P 2020-11-06 2021-11-18
Oberweis Funds Intl Op P 2020-11-09 2021-11-18
Vanguard Balanced Index Fund P 2020-11-01 2021-11-18
Vanguard FTSE All World P 2020-11-06 2021-11-18
(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 24,194   27,590 -3,396
b 28,811   28,255 556
c 14   13 1
d 790   701 89
e 26   29 -3
14,953   12,122 2,831
23,077   16,241 6,836
27,870   21,253 6,617
6,806   5,485 1,321
6,366   5,325 1,041
63,234   53,983 9,251
12,882   10,878 2,004
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       -3,396
b       556
c       1
d       89
e       -3
      2,831
      6,836
      6,617
      1,321
      1,041
      9,251
      2,004
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 27,148
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 0
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 807
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 807
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 807 7  
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 9 807
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 taxBullet0 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$ 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
     
    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)
    bulletOH
    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 ofbulletGeorge Klein Telephone no.bullet (330) 239-3565

    Located atbulletPO BOX 459SHARON CENTEROH ZIP+4bullet442740459
    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
     
     
    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
    George R KleinClick to see attachment Presedent
    0.00     		0 0 0
    PO Box 459
    Sharon Center,OH44274
    Susan A KleinClick to see attachment Vice President
    0.00     		0 0 0
    PO Box 459
    Sharon Center,OH44374
    Megan KowalchickClick to see attachment Officer
    0.00     		0 0 0
    PO Box 459
    Sharon Center,OH44274
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,188,162
    b
    Average of monthly cash balances.......................
    1b
    16,822
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,204,984
    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
    1,204,984
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    18,075
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,186,909
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    59,345
    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
    59,345
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    807
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    0
    c
    Add lines 2a and 2b............................
    2c
    807
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    58,538
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    58,538
    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
    58,538
    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 58,538
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 48,061
    b From 2017...... 2,157
    c From 2018...... 25,988
    d From 2019...... 4,428
    e From 2020...... 1,308
    f Total of lines 3a through e ........ 81,942
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 34,700
    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..... 34,700
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 23,838 23,838
    (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 58,104
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		58,104
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 4,307
    c Excess from 2019.... 4,428
    d Excess from 2020.... 1,308
    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).)
    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
    Ohio Environmental Council
    1145 Chesapeake Ave
    Columbus,OH43212     		No Relationship N A Donation 2,500
    Countryside Conservancy
    2179 Everett Rd
    Peninsula,OH44264     		No Relationship N A Donation 1,000
    Aspen Center for Environmental S
    100 Puppy Smith St
    Aspen,CO81611     		No Relationship N A Donation 200
    Cleveland Metroparks
    401 Buttermilk Fall Parkway
    Willoughby,OH44094     		No Relationship N A Donation 1,000
    Akron Art Museum
    1 S High Street
    Akron,OH44308     		No Relationship N A Donation 2,000
    Bath Historical Society
    1241 N Cleveland Massilon
    Akron,OH44333     		No Relationship N A Donation 100
    Bath Pony Club
    3578 Hamlin Rd
    Medina,OH44256     		No Relationship N A Donation 200
    Battered Womens Shelter
    974 E Market Street
    Akron,OH44305     		No Relationship N A Donation 200
    Cascade Locks Park Association
    248 Ferndale Street
    Akron,OH44304     		No Relationship N A Donation 500
    Cleveland Museum of Natural History
    1 Wade Oval Dr
    Cleveland,OH44106     		No Relationship N A Donation 2,000
    Conservancy for Cuyahoga Valley Nat
    3675 Oak Hill Rd
    Peninsula,OH44264     		No Relationship N A Donation 0
    Cuyahoga Valley Scenic Railroad
    PO Box 158
    Peninsula,OH44264     		No Relationship N A Donation 200
    Dubois Volunteer Fire Department
    8 3rd Street
    Dubois,WY82513     		No Relationship N A Donation - Returned check -200
    Ducks Unlimited
    3 Orange Pippen Rd
    Sandy Hook,CT06482     		No Relationship N A Donation 1,200
    Dunham Tavern
    6709 Euclid Ave
    Cleveland,OH44103     		No Relationship N A Donation 1,000
    EECO Project
    PO Box 1004
    Lancaster,OH43130     		No Relationship N A Donation 200
    Forman School
    12 Norfolk Rd
    Litchfield,CT06759     		No Relationship N A Donation 1,000
    Friends of Crowell Hilaka
    4374 Broadview Rd
    Richfield,OH44286     		No Relationship N A Donation 500
    Medina Parks Gift
    6364 Deerview Lane
    Medina,OH44256     		No Relationship N A Donation 200
    Great Smokey Mountain Institute
    9275 Tremont Rd
    Townsend,TN37882     		No Relationship N A Donation 200
    Kents Hill School
    3214 Main St
    Kents Hill,ME04349     		No Relationship N A Donation 200
    Kowalchick Memorial Fund
    3251 Old Lee Hwy
    Fairfax,VA22030     		No Relationship N A Donation 500
    Livingston Ripley Waterfowl Conserv
    PO Box 210
    Litchfield,CT06759     		No Relationship N A Donation 400
    Medina Co District Library
    4374 Broadview Rd
    Medina,OH44256     		No Relationship N A donation 200
    Minkwon Center For Community Action
    13619 41st Ave
    Flushing,NY11355     		No Relationship N A Donation 0
    Ohio and Erie Canalway Coalition
    6801 Brecksville Rd
    Independence,OH44131     		No Relationship N A Donation 500
    Ohio Environmental Council
    1145 Chesapeake Ave
    Columbus,OH43212     		No Relationship N A Donation 0
    Ohio Wesleyan University
    61 S Sandusky St
    Delaware,OH43015     		No Relationship N A Donation 400
    Oliver Wolcott Library
    160 South St
    Litchfield,CT06759     		No Relationship N A Donation 400
    Portsmouth Abbey
    285 Corys Lane
    Portsmouth,RI02871     		No Relationship N A Donation 200
    Rumsey Hall School
    201 Romford Rd
    Washington Depot,CT06794     		No Relationship N A Donation 400
    SLU High School
    4970 Oakland Ave
    Saint Louis,MO63110     		No Relationship N A Donation 200
    South Florida National Parks
    1390 S Dixie Highway
    Miami,FL33145     		No Relationship N A Donation 200
    The Hill School
    860 Beech St
    Pottstown,PA19464     		No Relationship N A Donation 200
    The Land Trust Alliance
    1660 L St NW
    Washington,DC20036     		No Relationship N A Donation 200
    Theodore Roosevelt Conservation
    529 14th Street NW
    Washington,DC20045     		No Relationship N A Donation 1,000
    Trout Unlimited
    PO Box 7400
    Ranson,WV25438     		No Relationship N A Donation 1,000
    Trout Unlimited Coldwater Conservat
    PO Box 7400
    Ranson,WV25438     		No Relationship N A Donation 1,500
    Truman State University
    100 E Normal St
    Kirksville,MO63501     		No Relationship N A Donation 200
    Trust for Public Land Ohio Office
    101Montgomery St
    San Francisco,CA94104     		No Relationship N A donation 0
    Turtle Hospital
    2396 Overseas Hywy
    Marathon,FL33050     		No Relationship N A Donation 200
    TVRC Education Foundation
    PO Box 4915
    Jackson,WY83001     		No Relationship N A Donation 400
    United Methodist Church
    32 Wesley Boulevard
    Columbus,OH43085     		No Relationship N A Donation 4,000
    University School
    2785 Som Center Rd
    Chagrin Falls,OH44022     		No Relationship N A Donation 900
    Clark Fork Coalition
    140 S 4th st W
    Missoula,MT59801     		No Relationship N A Donation 1,000
    Delta Wildfowl
    1412 Basin Ave
    Bismark,ND58504     		No Relationship N A Donation 1,000
    Friends of Summit Metro Parks
    975 Treaty line Rd
    Akron,OH44313     		No Relationship N A Donation 1,000
    Gilmore Academy
    34001 Cedar Rd
    Gates Mills,OH44040     		No Relationship N A Donation 500
    Montana Trout Unlimited
    312 N Higgins Ave
    Missoula,MT59802     		No Relationship N A Donation 1,000
    Victory Gallop
    1746 N Hametown Rd
    Akron,OH44333     		No Relationship N A Donation 500
    Walsh Jesuit High School
    4550 Wyoga Lake Rd
    Stow,OH44224     		No Relationship N A Donation 200
    White Memorial Foundation
    80 Whitehall Rd
    Litchfield,CT06759     		No Relationship N A Donation 200
    Wittenburg University
    PO Box 720
    Springfield,CT45501     		No Relationship N A Donation 200
    Wild Salmon Fund
    721 NW 9th Ave
    Portland,OR97209     		No Relationship N A Donation 1,000
    Allegheny College Fund
    520 N Main St
    meadville,PA16335     		No Relationship N A Donation 400
    Susan B Anthony Project
    179 Water St 1
    Torrington,CT06790     		No Relationship N A Donation 500
    Total .................................bullet 3a 34,700
    bApproved for future payment
    Total .................................bullet 3b  
    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 ....   0   0 0
    3 Interest on savings and temporary cash
    investments ...........     		  0   0 0
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......   0   0 0
    bNot debt-financed property.....   0   0 0
    6 Net rental income or (loss) from personal property   0   0 0
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		  0   0 0
    9 Net income or (loss) from special events:   0   0 0
    10 Gross profit or (loss) from sales of inventory   0   0 0
    11 Other revenue:
    a       		  0   0 0
    b     0   0 0
    c     0   0 0
    d     0   0 0
    e     0   0 0
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (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)
     
     
    (2) Other assets.................................
    1a(2)
     
     
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
     
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
     
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
     
    (4) Reimbursement arrangements...........................
    1b(4)
     
     
    (5) Loans or loan guarantees.............................
    1b(5)
     
     
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
     
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
     
    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: 21013404
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 807


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BlackRock Strategic 28,958 29,701
    Templeton Global Bond 0 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    American Beacon London 117,180 187,967
    Vanguard Primecap 0 0
    Matthews Pacific Tiger 16,607 18,226
    Vanguard FTSE Developed Market 0 0
    Oakmark International FD 0 0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Ishares S&P smallcap GRO   13,295 13,047
    Vanguard Index FDS Real Estate   30,013 31,671
    Hartford Schroders INTL Multi-Cap   41,500 41,622
    Vanguard Short Term Investment Grade   297,829 293,785
    WCM Focused International Growth   23,711 33,666
    Vanguard Inflat Protected - AD   32,867 51,037
    Fidelity Concord STR TR 500   28,719 28,519
    Polen Growth Fund Ins   135,036 179,297
    Conestoga Small Cap Fund   144,022 174,347
    Vanguard Index FDS Small Cap   0 0
    Ishares MSCI EAFE Small Cap   21,731 30,737
    Oberweis Funds Intl   0 0
    Touchstone Sands Emerging Markets   0 0
    Vanguard FTSE All World   11,550 17,143
    PGIM Select Real Estate Fund   0 0
    Infinity Q Diversified   27,300 34,786
    Vanguard Balanced Index Fund   38,414 105
    SPDR Gold Trust   0 0
    Ishares S&P Smallcap   0 0

    TY 2021 OtherExpensesSchedule
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Miscellaneous 26 26 0 0


    TY 2021 OtherIncomeSchedule2
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Capital Gain Distribution 13,106 13,106 0
    Other Income 284 284 0


    TY 2021 TaxesSchedule
    Name:
    BOKOM FOUNDATION INC
    EIN:
    34-1760423
    Software ID:
    21013404
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes Paid 114 114 0 0