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 BORCH FOUNDATION
 
% CHRISTOPHER R BORCH
Number and street (or P.O. box number if mail is not delivered to street address)14315 TAOS DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SARATOGA, CA95070
A Employer identification number

20-8777443
B Telephone number (see instructions)

(408) 395-5585
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$17,356,565J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 564,345 564,345  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,910,511
b Gross sales price for all assets on line 6a 5,852,288
7 Capital gain net income (from Part IV, line 2)... 3,152,949
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 27,629    
12 Total. Add lines 1 through 11........ 3,502,485 3,717,294  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 6,200 3,100 0 3,100
c Other professional fees (attach schedule).... Click to see attachment 38,747 38,747    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 67,869 240    
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 170     170
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,986 42,087 0 3,270
25 Contributions, gifts, grants paid....... 1,301,500 1,301,500
26 Total expenses and disbursements. Add lines 24 and 25 1,414,486 42,087 0 1,304,770
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,087,999
b Net investment income (if negative, enter -0-) 3,675,207
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 731,272 762,743 762,743
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)....... 2,545,399 Click to see attachment16,593,822 16,593,822
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)..........      
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) 3,276,671 17,356,565 17,356,565
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,276,671 17,356,565
29 Total net assets or fund balances (see instructions)..... 3,276,671 17,356,565
30 Total liabilities and net assets/fund balances (see instructions). 3,276,671 17,356,565
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
3,276,671
2
Enter amount from Part I, line 27a .....................
2
2,087,999
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,991,895
4
Add lines 1, 2, and 3 ..........................
4
17,356,565
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
17,356,565
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   2001-01-01 2021-12-31
b LONG TERM CAPITAL GAIN DISTRIBUTION   2015-01-01 2021-12-31
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 5,826,646   2,699,339 3,127,307
b 25,642     25,642
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,127,307
b       25,642
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,152,949
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 51,085
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 51,085
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 27,629
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 35,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 62,629
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 400
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 11,144
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet11,144 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    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)
    bulletCA
    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 ofbulletCHRISTOPHER R BORCH Telephone no.bullet (408) 395-5585

    Located atbullet14315 TAOS DRIVESARATOGACA ZIP+4bullet950705567
    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
    Yes
     
    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
     
    No
    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
    ANDREA W BORCH CEO
    1.0     		0 0 0
    14315 TAOS DRIVE
    SARATOGA,CA95070
    CHRISTOPHER R BORCH CFO
    1.0     		0 0 0
    14315 TAOS DRIVE
    SARATOGA,CA95070
    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
    16,408,540
    b
    Average of monthly cash balances.......................
    1b
    1,766,796
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    18,175,336
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    18,175,336
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    272,630
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    17,902,706
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    895,135
    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
    895,135
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    51,085
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    51,085
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    844,050
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    844,050
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    844,050
    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 7 844,050
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 545,429
    b From 2017...... 678,762
    c From 2018...... 551,030
    d From 2019...... 327,442
    e From 2020......  
    f Total of lines 3a through e ........ 2,102,663
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,304,770
    a Applied to 2020, but not more than line 2a 0
    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..... 844,050
    e Remaining amount distributed out of corpus 460,720
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,563,383
    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) ...     		545,429
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		2,017,954
    10 Analysis of line 9:
    a Excess from 2017.... 678,762
    b Excess from 2018.... 551,030
    c Excess from 2019.... 327,442
    d Excess from 2020....  
    e Excess from 2021.... 460,720
    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).)
    CHRISTOPHER R ANDREA W BORCH
    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:
    CHRISTOPHER R ANDREA W BORCH
    14315 TAOS DRIVE
    SARATOGA,CA95070
    (408) 395-5585
    bThe form in which applications should be submitted and information and materials they should include:
    NO SPECIFIC FORM
    cAny submission deadlines:
    NO DEADLINE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    ONLY FOR CHARITABLE PURPOSES
    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
    The Marine Mammel Center
    2000 BUNKER ROAD
    SAUSALITO,CA94965     		NONE PC UNRESTRICTED 5,000
    Furman University
    3300 POINSETT HIGHWAY
    GREENVILLE,SC29613     		NONE PC UNRESTRICTED 750,000
    Habitat for Humanity
    645 HARRISON STREET SUITE 201
    SAN FRANCISCO,CA94107     		NONE PC UNRESTRICTED 7,500
    Salvation Army
    832 Folsom Street
    San Francisco,CA94107     		NONE PC UNRESTRICTED 6,000
    YMCA
    80 Saratoga Avenue
    SANTA CLARA,CA95051     		NONE PC UNRESTRICTED 5,000
    Chestnut Hill BENEVOLENT ASSOCIATION
    910 Boylston Street
    Chestnut Hill,MA02467     		NONE PC UNRESTRICTED 5,000
    LifeMoves
    181 CONSTITUTION DRIVE
    MENLO PARK,CA94025     		NONE PC UNRESTRICTED 4,000
    Humane Society
    901 Ames Avenue
    MILPITAS,CA95035     		NONE PC UNRESTRICTED 65,000
    Boys and Girls Clubs of Silicon Valley
    518 VALLEY WAY
    MILPITAS,CA95035     		NONE PC UNRESTRICTED 5,500
    Second Harvest
    750 Curtner Avenue
    San Jose,CA95125     		NONE PC UNRESTRICTED 12,500
    San Jose Animal Care Center
    200 E SANTA CLARA STREET
    SAN JOSE,CA95113     		NONE PC UNRESTRICTED 1,000
    Family Giving Tree
    606 VALLEY WAY
    MILPITAS,CA95035     		NONE PC UNRESTRICTED 10,000
    Wildlife Center of Silicon Valley
    3027 PENITENCIA CREEK ROAD
    SAN JOSE,CA95132     		NONE PC UNRESTRICTED 8,000
    University of Southern California
    UNIVERSITY PARK CAMPUS
    LOS ANGELES,CA90089     		NONE PC UNRESTRICTED 250,000
    West Valley Community Services
    10104 VISTA DRIVE
    CUPERTINO,CA95014     		NONE PC UNRESTRICTED 1,500
    Marine Toys for Tots Foundation
    628 Butler ave
    Winchester,VA22601     		NONE PC UNRESTRICTED 4,000
    Adventure Unlimited
    5201 S QUEBEC STREET
    GREENWOOD VILLAGE,CO80111     		NONE PC UNRESTRICTED 10,000
    Monterey Bay Acquarium
    886 CANNERY ROW
    MONTEREY,CA93940     		NONE PC UNRESTRICTED 5,000
    TwelveAcres
    286 E HAMILTON AVE
    CAMPBELL,CA95008     		NONE PC UNRESTRICTED 1,500
    Heifer International
    PO BOX 727
    LITTLE ROCK,AR72203     		NONE PC UNRESTRICTED 1,000
    World Wildlife Fund
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PC UNRESTRICTED 2,000
    Muttville
    PO BOX 410207
    SAN FRANCISCO,CA94141     		NONE PC UNRESTRICTED 1,000
    University of Colorado Foundation
    1800 GRANT STREET SUITE 725
    DENVER,CO80203     		NONE PC UNRESTRICTED 5,000
    Hope Services
    30 LAS COLINAS LANE
    SAN JOSE,CA95119     		NONE PC UNRESTRICTED 2,500
    Best Friends
    5001 ANGEL CANYON ROAD
    KANAB,UT84741     		NONE PC UNRESTRICTED 5,500
    The Nature Conservency
    4245 NORTH FAIRFAX DRIVE
    ARLINGTON,VA22203     		NONE PC UNRESTRICTED 5,000
    THE HEALTH TRUST
    3180 NEWBERRY DRIVE NO 200
    SAN JOSE,CA95118     		NONE PC Funds to support Meals on Wheels 1,000
    Arden Wood
    445 WAWONA STREET
    SAN FRANCISCO,CA94116     		NONE PC UNRESTRICTED 5,000
    Mercury News Wish Book
    4 N 2ND STREET NO 700
    SAN JOSE,CA95113     		NONE PC UNRESTRICTED 5,000
    LONGYEAR FOUNDATION
    1125 BOYLSTON STREET
    CHESTNUT HILL,MA02467     		NONE PC Funds to support Longyear Museum 2,000
    Dave Thomas Foundation
    4900 TUTTLE CROSSING BLVD
    DUBLIN,OH43016     		NONE PC UNRESTRICTED 5,000
    Ghetto Rescue FFoundation
    751 S WEIR CANYON RD
    ANAHEIM,CA92808     		NONE PC UNRESTRICTED 5,000
    University of Southern California
    UNIVERSITY PARK CAMPUS
    LOS ANGELES,CA90089     		NONE PC Funds to support the Borch Family Scholarship 100,000
    Total .................................bullet 3a 1,301,500
    bApproved for future payment
    FURMAN UNIVERITY
    3300 POINSETT HIGHWAY
    GRENVILLE,SC29613     		NONE PC TO SUPPORT SCHOLARSHIP 4,500,000
    Total .................................bullet 3b 4,500,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 2,910,511  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aEXCISE TAX REFUND     		    01 27,629  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   3,502,485  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,502,485
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 6,200 3,100   3,100

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

    TY 2021 DepreciationSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Name of Stock End of Year Book Value End of Year Fair Market Value
    179 SH 10XGENOMICS INC CL A 26,662 26,662
    0 SH ABBOTT LABORATIORIES 0 0
    0 SH ABBVIE INC COM 0 0
    38 SH ACCENTURE PLCIRELAND CL 15,753 15,753
    242 SH ADOBE INC 137,229 137,229
    200 SH ADVANCED MICRODEVICES 28,780 28,780
    309 SH AIRBNB INC CL A 51,445 51,445
    58 SH ALNYLAM PHARMACEUTICALS 9,836 9,836
    58 SH ALPHABET INC CL A 168,028 168,028
    58 SH ALPHABET INC CL C 167,828 167,828
    4 SH AMAZON COM INC 13,337 13,337
    0 SH AMERICAN EXPRESS CO 0 0
    1,309 SH APPLE INC 232,439 232,439
    36 SH ASML HOLDINGNV NYREGNEW 28,661 28,661
    72 SH AUTODESK INC DELAWARE 20,246 20,246
    117 SH AUTOMATIC DATA PROCESSI 28,850 28,850
    52 SH BIONTECH SE ADR 13,406 13,406
    222 SH BLOCK INC CL A 35,855 35,855
    56 SH BROADCOM INC 37,263 37,263
    0 SH C3 AI INC CL A 0 0
    95 SH CADENCE DESIGN SYSTEM 17,703 17,703
    41 SH CARVANA COCL A 9,503 9,503
    716 SH CHARLES SCHWAB NEW 60,216 60,216
    264 SH CHEVRON CORP 30,980 30,980
    424 SH CISCOSYS INC 26,869 26,869
    0 SH CLOUDERA INC 0 0
    0 SH COGNIZANT TECH SOLUTIONS 0 0
    98 SH COINBASE GLOBAL INC CL A 24,732 24,732
    0 SH COLGATE PALMOLIVE CO 0 0
    438 SH CONOCOPHILLIPS 31,615 31,615
    49 SH COSTCOWHOLESALE CORP NEW 27,817 27,817
    50 SH DANAHER CORPORATION 16,451 16,451
    182 SH DATADOG INC CL A 32,416 32,416
    0 SH DEXCOM INC 0 0
    105 SH DOCUSIGN INC 15,993 15,993
    19 SH DOMINOS PIZZA INC 10,722 10,722
    0 SH DOORDASH INC CL A 0 0
    0 SH DRAFTKINGS INC CL A 0 0
    466 SH EXXON MOBIL CORP 28,515 28,515
    0 SH FACEBOOK INC CL-A 0 0
    0 SH FASTLY INC CL A 0 0
    0 SH FIRST TR EXCHANGE TRADE 0 0
    2,040 SH FISKER INC CL A 32,089 32,089
    1,126 SH FREEPORT-MCMORAN CL-B 46,988 46,988
    430 SH GENERAL MILLS INC 28,973 28,973
    1,166 SH HERTZ GLOBAL HLDGS 29,138 29,138
    2,291 SH HERTZ GLOBAL HLDGS 36,541 36,541
    421 SH HOME DEPOT INC 174,719 174,719
    0 SH IAC INTERACTIVECORP NEW 0 0
    185 SH ILL TOOL WORKS INC 45,658 45,658
    350 SH JD COM INC SPON ADR CL 24,525 24,525
    236 SH JOHNSON & JOHNSON 40,373 40,373
    136 SH JPMORGAN CHASE & CO 21,536 21,536
    68 SH LOCKHEED MARTIN CORP 24,168 24,168
    76 SH LULULEMON ATHLETICA INC 29,750 29,750
    180 SH LVMH MOET HENNESSYLOUIS 29,790 29,790
    209 SH LYFT INC CL A 8,931 8,931
    58 SH MARRIOTT INTL INC NEWCL 9,584 9,584
    50 SH MASTERCARD INC CL A 17,966 17,966
    72 SH MATCH GROUP INC 9,522 9,522
    177 SH MEDTRONIC PLC SHS 18,311 18,311
    55 SH MERCADOLIBRE INC 74,162 74,162
    392 SH MERCK & CO INC NEWCOM 30,043 30,043
    113 SH META PLATFORMS INC CL A 38,008 38,008
    562 SH MICROSOFT CORP 189,012 189,012
    130 SH MODERNA INC 33,017 33,017
    45 SH NETFLIX INC 27,110 27,110
    0 SH NEWMONT CORPORATION 0 0
    1,338 SH NEXTERA ENERGY INC 124,916 124,916
    712 SH NIKE INC B 118,669 118,669
    213 SH NOVAVAX INC 30,474 30,474
    391 SH NVIDIA CORPORATION 114,997 114,997
    72 SH NXP SEMICONDUCTORS NV 16,400 16,400
    0 SH ORACLE CORP 0 0
    105 SH OTIS WORLDWIDE CORP 9,142 9,142
    692 SH PALANTIR TECHNOLOGIES I 12,601 12,601
    57 SH PALOALTONETWORKS INC 31,735 31,735
    0 SH PELOTON INTERACTIVE INC 0 0
    0 SH PEPSICO INC NC 0 0
    743 SH PHILLIPS 66 COM 53,838 53,838
    0 SH PINTEREST INC CL A 0 0
    943 SH PORTILLO'S INC 35,400 35,400
    501 SH QUALCOMM INC 91,618 91,618
    244 SH RIVIAN AUTOMOTIVE INC C 25,300 25,300
    33 SH ROKU INC COM CL A 7,531 7,531
    65 SH SALESFORCE.COM,INC. 16,518 16,518
    161 SH SEA LIMITED ADR 36,017 36,017
    0 SH SELECTQUOTE INC 0 0
    54 SH SERVICENOW INC 35,052 35,052
    91 SH SHERWIN WILLIAMS COMPANY 32,047 32,047
    17 SH SHOPIFY INC 23,416 23,416
    171 SH SNOWFLAKE INC CL A 57,926 57,926
    1,408 SH SOFI TECHNOLOGIES INC 22,260 22,260
    0 SH SPOTIFYTECHNOLOGY SA 0 0
    0 SH SQUARE 0 0
    0 SH STAMPS.COM INC COM NEW 0 0
    679 SH STARBUCKS CORP WASHINGT 79,423 79,423
    556 SH TAIWAN SMCNDCTR MFGCOLT 66,892 66,892
    618 SH TARGET CORPORATION 143,030 143,030
    329 SH TENCENT HLDGS LTD UNSPO 19,181 19,181
    301 SH TRADE DESK INC CLASS A 27,584 27,584
    195 SH TWILIO INC CL A 51,351 51,351
    203 SH TWITTER INC 8,774 8,774
    0 SH UBER TECHNOLOGIES INC 0 0
    174 SH UNITED PARCEL SER INC C 37,295 37,295
    68 SH UNITEDHEALTH GP INC 34,146 34,146
    198 SH UNITYSOFTWARE INC 28,312 28,312
    0 SH VIRGIN GALACTIC HOLDING 0 0
    165 SH VISA INC CL A 35,757 35,757
    0 SH VMWARE INC CLASS A 0 0
    0 SH WALMART INC 0 0
    160 SH WALT DISNEYCOHLDGCO 24,782 24,782
    0 SH WIXCOM LTD 0 0
    195 SH WASTE MGMT INC 32,546 32,546
    658 SH XPENGINC ADR 33,117 33,117
    318 SH YETI HOLDINGS INC 26,340 26,340
    157 SH ZOETIS INC CLASS-A 38,313 38,313
    106 SH ZOOM VIDEOCOMMUNICATION 19,494 19,494
    0 SH ZOOMINFOTECHNOLOGIES 0 0
    96 SH ZSCALER, INC 30,848 30,848
    161 SH ARK INNOVATION ETF 15,229 15,229
    570 SH BLACKROCK HEALTH SCIENC 14,455 14,455
    2,090 SH BLACKROCK SCIENCE 81,385 81,385
    1,549 SH ENERGYSEL SECT SPDR 85,970 85,970
    0 SH FIRST TRUST DJ INTERNET 0 0
    0 SH FIRST TRUST INDS/PRODS 0 0
    562 SH FIRST TRUST INTERNATION 32,377 32,377
    0 SH FIRST TRUST NASD 100 IND 0 0
    4,322 SH FIRST TRUST RISINGD 223,836 223,836
    77 SH FIRST TRUST US EQUITYOPP 9,433 9,433
    699 SH INDUSTRIAL SEL SEC SPDR 73,961 73,961
    2,186 SH INVESCOCHINA TECH 135,816 135,816
    164 SH INVESCODYNAMIC SEMICOND 25,177 25,177
    122 SH INVESCOQQQ TRUST, SERIE 48,538 48,538
    0 SH INVESCOS&P 500 QUALITYE 0 0
    71 SH INVESCOS&P 500 EQUAL WEI 11,555 11,555
    130 SH INVESCO S&P 500 PURE GR 27,407 27,407
    1,388 SH INVESCOS&P SMALLCAP 170,932 170,932
    0 SH ISHARES CORE HIGH DIVIDE 0 0
    0 SH ISHARES EDGE MSCI MIN V 0 0
    0 SH ISHARES EDGE MSCI MIN VO 0 0
    0 SH ISHARES EDGE MSCI US QLT 0 0
    0 SH ISHARES MORNINGSTAR LRG C 0 0
    252 SH ISHARES MSCI EAFE ETF 19,827 19,827
    203 SH ISHARES MSCI EMERGINGMK 9,917 9,917
    295 SH ISHARES MSCI INDIA ETF 13,523 13,523
    236 SH ISHARES MSCI TAIWAN ETF 15,720 15,720
    110 SH ISHARES MSCI USA ESGSEL 11,688 11,688
    68 SH ISHARES RUSSELL TOP 200 11,788 11,788
    101 SH ISHARES TRANSPORTATION 27,924 27,924
    0 SH KRANESHARES CSI CHINA I 0 0
    2,235 SH OSHARES US QUALITY 104,084 104,084
    1,506 SH PROSHARES TR S&P 500 147,859 147,859
    184 SH REAL ESTATE SELECT SECT 9,533 9,533
    211 SH SPDR BLOOMBERGCONVERTIB 17,505 17,505
    0 SH SPDR GOLD TR GOLD SHS 0 0
    166 SH SPDR S&P 500 ETF TRUST 78,843 78,843
    148 SH SPDR S&P OIL & GAS EXP 14,189 14,189
    0 SH VANECK VECTORS GOLD MIN 0 0
    0 SH VANECK VECTORS JUNIOR GO 0 0
    255 SH VANECK PHARMACEUTICAL E 19,625 19,625
    364 SH VANGUARD ENERGY ETF 28,250 28,250
    338 SH VANGUARD FINANCIALS ETF 32,641 32,641
    341 SH VANGUARD FTSE EMERGING 16,866 16,866
    0 SH VANGUARD INFOTECH ETF 0 0
    151 SH VANGUARD TOTAL INTL STO 9,599 9,599
    489 SH ALGER SMALL CAP FOCUS Z 12,984 12,984
    753 SH ALGER WEATHERBIE SPZD G 14,624 14,624
    0 SH ALLIANZGI CONVERTIBLE 0 0
    0 SH AMER CENT EMERG MKTS 0 0
    1,263 SH AMG YACKTMAN FOCUSED 26,688 26,688
    398 SH BARON REAL ESTATE INST 16,460 16,460
    1,480 SH BNY MELLON DYNAMIC VA 60,779 60,779
    2,091 SH BNY MELLON INTL STK I 56,381 56,381
    1,873 SH BNY MELLON NATL RES 78,718 78,718
    694 SH BNY MELLON SM/MD CAP GW 23,627 23,627
    358 SH BNY MELLON WORLDWIDE GW 26,680 26,680
    1,411 SH DELAWARE SMALL CAP GR 20,437 20,437
    426 SH DELAWARE SMID CAP GROWT 20,809 20,809
    739 SH DWS REAL EST SECS INST 20,167 20,167
    0 SH HARTFORD SCHRODERS 0 0
    204 SH JPMORGAN UNDSC MNGR BEH 16,931 16,931
    0 SH MS INSIGHT I 0 0
    0 SH MSIF GROWTH I 0 0
    702 SH PGIM JEN INTL OPPORTUNI 26,299 26,299
    0 SH POLEN GROWTH INSTITUTIO 0 0
    0 SH VOYA STRAT INC OPP FD 0 0
    5,592,600 SH MICRO-MECHANICS 10,624,680 10,624,680

    TY 2021 OtherExpensesSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FTB FEE 20     20
    STATE FILING FEE 150     150


    TY 2021 OtherIncomeSchedule2
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    EXCISE TAX REFUND 27,629    


    TY 2021 OtherIncreasesSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Description Amount
    UNREALIZED GAIN/LOSS 11,991,895


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 38,747 38,747    


    TY 2021 TaxesSchedule
    Name:
    THE BORCH FOUNDATION
    EIN:
    20-8777443
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 67,629      
    FOREIGN TAX PAID 240 240