TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021

Name of foundation
THE HARDING-BULLER FOUNDATION
OF WORTHINGTON

Number and street (or P.O. box number if mail is not delivered to street address)430 E DUBLIN GRANVILLE RD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
WORTHINGTON, OH43085

A Employer identification number

31-1113562

B Telephone number (see instructions)

(614) 885-4426

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$5,631,560J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(c) Adjusted net income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	6,858
2	Check .............
3	Interest on savings and temporary cash investments	38		38	38
4	Dividends and interest from securities...	6,879		6,879	6,879
5a	Gross rents............	201,467		201,467	201,467
b	Net rental income or (loss) -7,110
6a	Net gain or (loss) from sale of assets not on line 10		762,129
b	Gross sales price for all assets on line 6a 1,087,393
7	Capital gain net income (from Part IV, line 2)...			15,893
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).......		8,988		8,988
12	Total. Add lines 1 through 11........	986,359		224,277	217,372
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......	18,816		11,211		7,605
15	Pension plans, employee benefits.......	1,439		863		576
16a	Legal fees (attach schedule).........		2,950	2,750		200
b	Accounting fees (attach schedule).......		2,940	2,205		735
c	Other professional fees (attach schedule)....		3,250			3,250
17	Interest...............	21,990		21,990
18	Taxes (attach schedule) (see instructions)...		117,897	117,897	105,068
19	Depreciation (attach schedule) and depletion...		22,556	16,504	16,504
20	Occupancy..............	15,518				15,518
21	Travel, conferences, and meetings.......	200				200
22	Printing and publications..........
23	Other expenses (attach schedule).......		115,933	100,532	87,005	15,163
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	323,489		273,952	208,577	43,247
25	Contributions, gifts, grants paid.......	96,359				96,359
26	Total expenses and disbursements. Add lines 24 and 25	419,848		273,952	208,577	139,606
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	566,511
b	Net investment income (if negative, enter -0-)			0
c	Adjusted net income (if negative, enter -0-)...				8,795

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	73,694	137,303	137,303
	2	Savings and temporary cash investments.........
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......		793,757	793,757
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis 1,461,367
		Less: accumulated depreciation (attach schedule) 486,981	1,317,478	974,386	3,285,300
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis 750,880
		Less: accumulated depreciation (attach schedule) 504,112	184,840	246,768	1,415,200
	15	Other assets (describe )	600	600
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,576,612	2,152,814	5,631,560
	17	Accounts payable and accrued expenses..........	3,460
	18	Grants payable.................	25,000	72,000
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......	396,409	378,775
	22	Other liabilities (describe )	30,930	14,715
	23	Total liabilities (add lines 17 through 22).........	455,799	465,490
		Foundations that follow FASB ASC 958, check here
		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
		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	1,120,813	1,687,324
	29	Total net assets or fund balances (see instructions).....	1,120,813	1,687,324
	30	Total liabilities and net assets/fund balances (see instructions).	1,576,612	2,152,814

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

1,120,813

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

566,511

Other increases not included in line 2 (itemize) bullet

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

1,687,324

Decreases not included in line 2 (itemize) bullet

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

1,687,324

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.)
1a
b
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
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69
(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
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	15,893
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2
3	Add lines 1 and 2...........................	3
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
6	Credits/Payments:

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

7	Total credits and payments. Add lines 6a through 6d..............		7
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

Yes

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

DAVID POLAKOWSKI Telephone no. bullet

(614) 885-4426

Located at bullet

430 E DUBLIN GRANVILLE ROADWORTHINGTONOH ZIP+4 bullet

43085

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
RICHARD SCHUEN	TREASURER 10.00	0	0	0
430 E DUBLIN GRANVILLE RD WORTHINGTON,OH43085	TREASURER 10.00	0	0	0
DONNA RUDDEROW	VICE-PRESIDE 10.00	0	0	0
430 E DUBLIN GRANVILLE RD WORTHINGTON,OH43085	VICE-PRESIDE 10.00	0	0	0
DAN THORWARD	PRESIDENT 10.00	0	0	0
430 E DUBLIN GRANVILLE RD WORTHINGTON,OH43085	PRESIDENT 10.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	MENTAL HEALTH	139,606
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	N/A
2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

380,804

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

287,995

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

3,285,300

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

3,954,099

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

378,775

Subtract line 2 from line 1d.........................

3,575,324

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

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

53,630

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

3,521,694

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

176,085

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

Minimum investment return from Part IX, line 6..................

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

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

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

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

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

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

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

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

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......
b Total for prior years:20, 20, 20
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........
4Qualifying distributions for 2021 from Part
XI, line 4: $ 139,606
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.....
e Remaining amount distributed out of corpus		139,606
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		139,606
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........
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 ......
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 2021....

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total
	8,795	25,616	60,205	110,531	205,147
b 85% (0.85) of line 2a .........	7,476	21,774	51,174	93,951	174,375
c Qualifying distributions from Part XI, line 4 for each year listed .....	139,606	104,785	114,110	153,737	512,238
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 ....	139,606	104,785	114,110	153,737	512,238
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 ..	117,390	119,871	110,057	102,992	450,310
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) ....	6,858	14,666	11,835	94,034	127,393
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....	6,858	14,666	11,835	94,034	127,393
(3) Largest amount of support from an exempt organization
(4) Gross investment income	969,054	306,103	257,918	247,060	1,780,135

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).)

GEORGE JOAN HARDING

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
WORTHINGTON SDA CHURCH 385 E DUBLIN GRANVILLE RD WORTHINGTON,OH43085			MAINTENANCE	24,359
Total ................................. 3a				24,359

bApproved for future payment
WORTHINGTON RESOURCE PANTRY 6700 HUNTLEY RD COLUMBUS,OH43229	MENTAL HEALTH	50,000
CANCER SUPPORT COMMUNITY CENTRAL OHIO 1200 OLD HENDERSON RD COLUMBUS,OH43220	MENTAL HEALTH	3,000
OSU STAR PROGRAM 370 W 9TH AVE COLUMBUS,OH43210	MENTAL HEALTH	3,000
STEPPING STONES LEARNING CENTER 860 GRISWOLD ST WORTHINGTON,OH43085	MENTAL HEALTH	3,000
LOMA LINDA UNIVERSITY SCHOOL OF PUBLIC HEALTH 24951 CIRCLE DR LOMA LINDA,CA92354	MENTAL HEALTH	5,000
MINISTRY CARE LINE 3535 SOUTHERN BLVD KETTERING,OH45429	MENTAL HEALTH	5,000
WORTHINGTON ADVENTIST ACADEMY 870 GRISWOLD STREET WORTHINGTON,OH43085	MENTAL HEALTH	3,000
Total ................................. 3b		72,000

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	38
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......			16	-7,110
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	15,893	746,236
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aIRS REFUND			14	666
bPPP LOAN FORGIVENESS			14	8,322
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				24,688	746,236

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

770,924

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING	2,940	2,205		735

- TIN:

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

TY 2021 AmortizationSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Description of Amortized Expenses	Date Acquired, Completed, or Expended	Amount Amortized	Deduction for Prior Years	Amortization Method	Current Year Amortization	Net Investment Income	Adjusted Net Income	Total Amount of Amortization
LOAN ACQUISITION COSTS	2013-04-05	3,269	1,689	15.0000	218			1,907

- TIN:

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

TY 2021 DepreciationSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

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
REFRIGERATOR - 819 GRISWOLD	2019-01-02	1,397	1,397	200DB	5.0000
IMPROVEMENTS - 819 GRISWOLD	2019-01-02	1,086	77	S/L	27.5000	40	40	40
IMPROVEMENTS - 801 GRISWOLD	2019-03-05	2,274	148	S/L	27.5000	83	83	83
IMPROVEMENTS - 805 GRISWOLD	2019-04-30	2,155	134	S/L	27.5000	42	42	42
IMPROVEMENTS - 825 GRISWOLD	2019-04-30	2,069	129	S/L	27.5000	75	75	75
IMPROVEMENTS - 801 GRISWOLD	2019-05-24	1,758	104	S/L	27.5000	64	64	64
IMPROVEMENTS - 814 GRISWOLD	2019-05-24	1,849	109	S/L	27.5000	42	42	42
PAINTING - 839 GRISWOLD	2019-05-24	982	58	S/L	27.5000	36	36	36
DISHWASHER - 833 GRISWOLD	2019-06-13	1,338	1,338	200DB	5.0000
WINDOWS - 825 GRISWOLD	2019-06-20	6,088	341	S/L	27.5000	222	222	222
FENCE - 813 GRISWOLD	2019-08-26	2,192	2,192	150DB	15.0000
DISHWASHER - 814 GRISWOLD	2019-09-03	1,766	1,766	200DB	5.0000
826 GRISWOLD - REHAB	2019-10-07	6,531	287	S/L	27.5000	237	237	237
826 GRISWOLD LAND IMPROVEMENTS	2019-10-16	3,350	3,350	150DB	15.0000
826 GRISWOLD CARPET	2019-10-22	1,595	1,595	200DB	5.0000
826 GRISWOLD - IMPROVEMENTS	2019-11-15	8,345	341	S/L	27.5000	304	304	304
826 GRISWOLD - PAINTING	2019-11-19	5,500	225	S/L	27.5000	200	200	200
825 GRISWOLD - INSULATION	2019-12-02	4,900	186	S/L	27.5000	178	178	178
826 GRISWOLD - AC/FURNACE	2019-12-26	7,882	299	S/L	27.5000	286	286	286
851 GRISWOLD BUILDING	2018-02-20	32,367	32,367	S/L	27.5000
848 GRISWOLD BUILDING	2018-02-20	22,966	22,966	S/L	27.5000
848 AWNING	2018-02-20	1,386	1,386	S/L	27.5000
851 STORM WINDOWS & DOOR	2018-02-20	2,108	2,108	S/L	27.5000
848 & 851 FLOORS	2018-02-20	2,758	2,758	S/L	27.5000
851 BATHTUB	2018-02-20	1,003	1,003	S/L	27.5000
848 CARPET	2018-02-20	1,656	1,656	S/L	27.5000
848 ROOF	2018-02-20	2,790	2,790	S/L	27.5000
848 CONCRETE WORK	2018-02-20	1,370	1,370	S/L	27.5000
851 RENTAL PROP ROOF	2018-02-20	3,645	3,645	S/L	27.5000
851 FURNACE	2018-02-20	3,200	3,200	S/L	27.5000
848 FURNACE	2018-02-20	6,567	6,567	S/L	27.5000
848 DOOR & AWNING	2018-02-20	1,805	1,805	S/L	27.5000
851 LAND IMPROVEMENTS	2018-02-20	3,245	3,245	150DB	15.0000
848 AWNING	2018-02-20	1,100	1,100	S/L	27.5000
848 WINDOWS	2018-02-20	5,421	5,421	S/L	27.5000
851 FLOORS	2018-02-20	3,161	3,161	S/L	27.5000
851 LAND IMPROVEMENTS	2018-02-20	3,786	3,786	150DB	15.0000
848 COUNTERTOP AND CABINET	2018-02-20	2,887	2,887	S/L	27.5000
848 CARPET	2018-02-20	2,394	2,394	S/L	27.5000
848 AWNING	2018-02-20	2,060	2,060	S/L	27.5000
851 CARPET	2018-02-20	2,615	1,685	S/L	27.5000	95	95	95
848 HEAT PUMP	2018-02-20	3,189	1,599	S/L	27.5000	116	116	116
848 HEAT PUMP	2018-02-20	4,500	1,613	S/L	27.5000	164	164	164
826 AIR CONDITIONER	2020-01-01	1,641		200DB	5.0000	657	657	657
810 REFRIGERATOR	2020-07-01	1,700		200DB	5.0000	680	680	680
ROOF	2021-03-08	7,765		S/L	15.0000	7,765	7,765	7,765
NEW FURNACE	2021-01-26	5,137		200DB	5.0000	5,137	5,137	5,137
IMPROVEMENTS	2021-11-29	17,748		S/L	27.5000	81	81	81
LAND - SUNNYVIEW 3	1997-12-01	9,400
LAND - SUNNYVIEW 4	1997-12-01	15,100
LAND - SUNNYVIEW 5	1997-12-01	9,400
BUILDING - 430 E DUBLIN-GRANVILLE	1997-12-01	172,500	103,500	S/L	40.0000	4,313
LAND	1997-12-01	57,500
FURNACE REPLACEMENT	2010-05-01	3,876	2,008	S/L	15.0000	129
FURNITURE - VARIOUS (PRIOR TO 2010) - 10 YR	2005-01-01	17,550	17,550	S/L	10.0000
COMPUTER EQUIP VARIOUS (PRIOR TO 2010) - 5 YR	2006-01-01	11,700	11,700	S/L	5.0000
FURNITURE	2012-02-06	7,896	7,896	200DB	7.0000
OFFICE TABLE	2012-04-19	598	598	200DB	7.0000
OFFICE FURNITURE	2012-08-30	158	158	200DB	7.0000
REMODELING	2013-01-23	8,611	4,306	S/L	15.0000	574
REMODELING	2013-05-30	1,263	632	S/L	15.0000	84
COMPUTER	2014-02-26	405	396	200DB	7.0000	9
NEW COPIER	2015-03-16	1,751	1,751	S/L	5.0000
FURNITURE	2015-12-30	1,190	1,031	200DB	7.0000	106
OFFICE BLDG IMPROVEMENTS	2018-09-30	4,750	279	S/L	39.0000	122
CONCRETE SIDEWALKS/DRIVEWAY	2019-12-26	7,290	7,290	150DB	15.0000
ACTIVITIES CENTER	2018-02-20	176,592	176,592	S/L	39.0000
ACTIVITIES CENTER ROOF	2018-02-20	5,863	4,991	S/L	39.0000	151
ACTIVITIES CENTER BB HEATERS	2018-02-20	3,500	2,863	S/L	39.0000	90
ACTIVITIES CENTER TABLES	2018-02-20	4,299	4,299	200DB	7.0000
ACTIVITIES CENTER WINDOWS	2018-02-20	10,000	4,513	S/L	39.0000	256
ACTIVITIES CENTER FLOOR	2018-02-20	8,500	4,079	S/L	39.0000	218

- TIN:

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

TY 2021 GainLossSaleOtherAssetsSch

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Name	How Acquired	Date Sold	Gross Sales Price	Basis	Sales Expenses	Total (net)	Accumulated Depreciation
SALE OF 805 GRISWOLD	PURCHASE	2021-07	250,000	82,310	13,127	187,651	33,088
SALE 814 GRISWOLD	PURCHASE	2021-08	230,000	74,157	16,892	177,666	38,715
SALE OF 833 GRISWOLD	PURCHASE	2021-03	291,500	195,071	21,876	148,321	73,768
SALE OF 840 GRISWOLD	PURCHASE	2021-01	300,000	86,336	21,098	232,598	40,032

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Name of Stock	End of Year Book Value	End of Year Fair Market Value
SCHWAB INVESTMENT ACCOUNT	793,757	793,757

- TIN:

TY 2021 InvestmentsLandSchedule2

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category/ Item	Cost/Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
LAND, BUILDINGS, AND EQUIPMENT	1,461,367	486,981	974,386	3,285,300

- TIN:

TY 2021 LandEtcSchedule2

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category / Item	Cost / Other Basis	Accumulated Depreciation	Book Value	End of Year Fair Market Value
BUILDINGS	659,480	504,112	155,368	1,218,370
	91,400		91,400	196,830

- TIN:

TY 2021 LegalFeesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL	2,950	2,750		200

- TIN:

TY 2021 MortgagesAndNotesPayableSch

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Total Mortgage Amount:

Item No.	1
Lender's Name
Lender's Title
Relationship to Insider
Original Amount of Loan
Balance Due	378,775
Date of Note
Maturity Date
Repayment Terms
Interest Rate
Security Provided by Borrower
Purpose of Loan
Description of Lender Consideration
Consideration FMV

- TIN:

TY 2021 OtherAssetsSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
CEMETERY LOTS	600	600

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
RENTAL PROPERTIES
INSURANCE - RENTALS	9,160	9,160	9,160
REPAIRS & MAINTENANCE - RENTA	23,439	23,439	23,439
UTILITIES - RENTALS	6,536	6,536	6,536
PROPERTY MANAGEMENT EXPENSE	11,325	11,325	11,325
INVESTMENT DEPRECIATION	36,545	36,545	36,545
EXPENSES
OFFICE EXPENSES	11,363	568		10,795
WORKER'S COMPENSATION INS	128	64		64
INSURANCE - OTHER	2,560			2,560
INVESTMENT FEES	1,875	1,875
MAINTENANCE EXPENSE	1,764			1,744
UNREALIZED LOSS	11,020	11,020

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
IRS REFUND	666		666
PPP LOAN FORGIVENESS	8,322		8,322

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Description	Beginning of Year - Book Value	End of Year - Book Value
RENT DEPOSITS	19,150	14,715
ACCRUED MAINTENANCE	3,460
PPP LOAN	8,320

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CONSULTING	3,250			3,250

- TIN:

TY 2021 TaxesSchedule

Name:

THE HARDING-BULLER FOUNDATION

OF WORTHINGTON

EIN:

31-1113562

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
REAL ESTATE TAX	12,829	12,829
RENTAL PROPERTIES	105,068	105,068	105,068