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
Seidman Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

13-6098204
B Telephone number (see instructions)

(800) 839-1754
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$6,084,987
J 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 245 245  
4 Dividends and interest from securities... 93,927 93,927  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 908,037
b Gross sales price for all assets on line 6a 2,439,742
7 Capital gain net income (from Part IV, line 2)... 908,037
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)....... -27,919 -11,099  
12 Total. Add lines 1 through 11........ 974,290 991,110  
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).......        
c Other professional fees (attach schedule).... 51,134 51,134    
17 Interest............... 2,291 2,291    
18 Taxes (attach schedule) (see instructions)... 13,222 6,742    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,109     1,109
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 44,924 16,253   28,670
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 112,680 76,420   29,779
25 Contributions, gifts, grants paid....... 1,241,500 1,241,500
26 Total expenses and disbursements. Add lines 24 and 25 1,354,180 76,420   1,271,279
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -379,890
b Net investment income (if negative, enter -0-) 914,690
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......... 590,966 831,266 831,266
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)....... 3,513,860 Click to see attachment2,700,090 3,496,622
c Investments—corporate bonds (attach schedule)....... 298,250 Click to see attachment298,250 293,570
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 488,432 Click to see attachment682,512 1,463,529
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) 4,891,508 4,512,118 6,084,987
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 4,891,508 4,512,118
29 Total net assets or fund balances (see instructions)..... 4,891,508 4,512,118
30 Total liabilities and net assets/fund balances (see instructions). 4,891,508 4,512,118
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
4,891,508
2
Enter amount from Part I, line 27a .....................
2
-379,890
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
500
4
Add lines 1, 2, and 3 ..........................
4
4,512,118
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
4,512,118
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      
b Passthrough K1 Capital Gain/(Loss)      
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 2,439,742   1,537,070 902,672
b       5,365
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       902,672
b        
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 2 908,037
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 12,714
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 12,714
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,220
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 9,200
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 13,420
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 706
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet706 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)
    bulletNM
    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 instructionsClick to see attachment.................
    12
    Yes
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Mariah CarlsenClick to see attachment Trustee, Sec*
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Jediah Cirigliano-SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Corey HarrowerClick to see attachment Trustee, Treas*, Pres
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    B Thomas SeidmanClick to see attachment Trustee, VP
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Francis Andrew SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Nancy C SeidmanClick to see attachment Trustee, ViceChair, Pres*, Sec
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Sarah SeidmanClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Keaton WilliamsClick to see attachment Trustee
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Margaret WilliamsClick to see attachment Trustee, Chair, VP*, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
    Horan Gabler Wealth Management Investment Mgmt 51,134
    8500 Normandale Lake Blvd Ste 210
    BLOOMINGTON,MN55437
    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
    5,131,756
    b
    Average of monthly cash balances.......................
    1b
    477,810
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,407,346
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,016,912
    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
    7,016,912
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    105,254
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,911,658
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    345,583
    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
    345,583
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    12,714
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,714
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    332,869
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    500
    5
    Add lines 3 and 4............................
    5
    333,369
    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
    333,369
    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 7 333,369
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 206,147
    f Total of lines 3a through e ........ 206,147
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,271,279
    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..... 333,369
    e Remaining amount distributed out of corpus 937,910
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,144,057
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,144,057
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 206,147
    e Excess from 2021.... 937,910
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    19TH NEWS
    3571 FAR W BLVD 3497
    AUSTIN,TX78731
    N/A PC General & Unrestricted 2,000
    88BIKES
    1752 NW MARKET ST 818
    SEATTLE,WA98107
    N/A PC General & Unrestricted 2,000
    ALL FAITHS FOOD BANK INC
    8171 BLAIKIE CT
    SARASOTA,FL34240
    N/A PC General & Unrestricted 2,000
    AMERICAN FOUNDATION FOR SUICIDE PREVENTION
    199 WATER ST 11TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 500
    AMERICANS FOR THE ARTS FOUNDATIONINC
    1000 VERMONT AVE NW STE 600
    WASHINGTON,DC20005
    N/A PC For inclusion of people with disabilities 1,000
    BAIL PROJECT INC
    PO BOX 102592
    PASADENA,CA91189
    N/A PC General & Unrestricted 1,000
    BEARTOOTH HOSPITAL & HEALTH CENTER FOUNDATION
    PO BOX 1290
    RED LODGE,MT59068
    N/A PC Dr. James and Juanita Kane Scholarship Fund 1,000
    BEARTOOTH RECREATIONAL TRAILS ASSOCIATION
    PO BOX 1872
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    BILLINGS FOOD BANK INC
    2112 4TH AVE N
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    BORDER ANGELS
    2258 ISLAND AVE
    SAN DIEGO,CA92102
    N/A PC General & Unrestricted 2,000
    BOYS & GIRLS CLUB OF RED LODGE & THE BEARTOOTH FRO
    PO BOX 11
    RED LODGE,MT59068
    N/A PC General & Unrestricted 1,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309
    N/A PC General & Unrestricted 1,000
    CANNABIS CENTER OF EXCELLENCE INC
    127 RHODODENDRON DR
    HIGHLANDS,NC28741
    N/A PC General & Unrestricted 1,500
    CAPSTONE COMMUNITY ACTION INC
    20 GABLE PL
    BARRE,VT05641
    N/A PC General & Unrestricted 250
    CARBON COUNTY COMMUNITY FOOD BANK
    PO BOX 665
    RED LODGE,MT59068
    N/A PC General & Unrestricted 1,000
    CENTER FOR RELIGIOUS TOLERANCE INC
    520 RALPH ST
    SARASOTA,FL34242
    N/A PC Sarasota Strong 1,000
    CENTRAL VERMONT ADULT BASIC EDUCATION INC
    46 WASHINGTON ST STE 100
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    CENTRAL VERMONT COUNCIL ON AGING INC
    59 NORTH MAIN ST
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    CHILD MIND INSTITUTE INC
    101 E 56TH ST
    NEW YORK,NY10022
    N/A PC General & Unrestricted 3,000
    CHILDRENS HOSPITAL LOS ANGELES
    4650 W SUNSET BLVD MS29
    LOS ANGELES,CA90027
    N/A PC General & Unrestricted 1,000
    CHILDS PLAY
    9660 153RD AVE NE
    REDMOND,WA98052
    N/A PC General & Unrestricted 5,000
    CIVITAN FOUNDATION INC
    12635 N 42ND ST
    PHOENIX,AZ85032
    N/A PC Camp Civitan 500
    COLORADO HORSE RESCUE NETWORK
    38705 BIG SPRINGS RD
    RUSH,CO80833
    N/A PC General & Unrestricted 250
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC Season of Sharing 2,000
    DARE TO CARE INC
    5803 FERN VALLEY RD
    LOUISVILLE,KY40228
    N/A PC General & Unrestricted 500
    DISABLED AMERICAN VETERANS CHARITABLE SERVICE TRUS
    860 DOLWICK DR
    ERLANGER,KY41018
    N/A PC General & Unrestricted 500
    DOMESTIC AND SEXUAL VIOLENCE SERVICES OF CARBON CO
    1119 S BROADWAY AVE
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    EAGLES NEST RANCH
    36998 TIMBER DR
    ELIZABETH,CO80107
    N/A PC General & Unrestricted 500
    EASTER SEALS SOUTHWEST FLORIDA INC
    350 BRADEN AVE
    SARASOTA,FL34243
    N/A PC General & Unrestricted 2,000
    EVERY MOTHER COUNTS
    333 HUDSON ST RM 1006
    NEW YORK,NY10013
    N/A PC General & Unrestricted 1,000
    FACE AUTISM
    5610 74TH PL E
    ELLENTON,FL34222
    N/A PC To support the Dynasty Stars dance program 1,500
    FINCA INTERNATIONAL INC
    1201 15TH ST NW
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 1,000
    FLORIDA STUDIO THEATRE INC
    1241 N PALM AVE
    SARASOTA,FL34236
    N/A PC To support students with disabilities 1,000
    FOOD & WATER WATCH
    1616 P ST NW STE 300
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 500
    FREEDOM FOR GREAT APES
    65525 GERKING MARKET RD
    BEND,OR97703
    N/A PC General & Unrestricted 1,000
    FREEMAN WILNER FOUNDATION
    31239 SUNSET DR
    BEVERLY HILLS,MI48025
    N/A PC General & Unrestricted 500
    FRIENDS OF MONTANA PBS INC
    PO BOX 173340
    BOZEMAN,MT59717
    N/A PC General & Unrestricted 1,000
    FRIENDS OF PUBLIC RADIO INC
    MSU BILLINGS
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 EYE ST NW STE 510
    WASHINGTON,DC20006
    N/A PC Yemen crisis 1,000
    FRIENDS OF THE WORLD FOOD PROGRAM INC
    1725 EYE ST NW STE 510
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 2,000
    FRIENDS OF WABUN
    96 BAY STATE RD
    BOSTON,MA02215
    N/A PC General & Unrestricted 500
    GEORGES MALAIKA FOUNDATION INCORPORATED
    244 FIFTH AVE SUITE N225
    NEW YORK,NY10001
    N/A PC General & Unrestricted 17,000
    GLOBAL MIDWIFE EDUCATION FOUNDATION
    PO BOX 805
    LIVINGSTON,MT59047
    N/A PC General & Unrestricted 2,000
    GODDARD COLLEGE CORPORATION
    123 PITKIN RD
    PLAINFIELD,VT05667
    N/A PC General & Unrestricted 250
    GOODWILL INDUSTRIES OF SOUTHERN CALIFORNIA
    342 N SAN FERNANDO RD
    LOS ANGELES,CA90031
    N/A PC General & Unrestricted 500
    GOVERNORS INSTITUTES OF VERMONT
    20 W CANAL ST STE C5
    WINOOSKI,VT05404
    N/A PC General & Unrestricted 3,000
    GREEN WAVE ENTERPRISES
    9409 FOREST EDGE AVE
    LAS VEGAS,NV89149
    N/A PC General & Unrestricted 500
    GROUNDSWELL COMMUNITY MURAL PROJECT INC
    540 PRESIDENT ST STE 1A
    BROOKLYN,NY11215
    N/A PC General & Unrestricted 5,000
    HABITAT FOR HUMANITY INTERNATIONAL INC
    PO BOX 3339
    JOLIET,IL60434
    N/A PC General & Unrestricted 5,000
    HEAD START INC
    615 N 19TH ST
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    HEARTS AND HOMES FOR REFUGEES
    PO BOX 8558
    PELHAM,NY10803
    N/A PC General & Unrestricted 5,000
    HOPE HOUSE OF SEDONA
    C/O 54 BOWSTRING RD
    SEDONA,AZ86336
    N/A PC General & Unrestricted 500
    HUMANE FARMING ASSOCIATION
    PO BOX 3577
    SAN RAFAEL,CA94912
    N/A PC General & Unrestricted 500
    INTERMOUNTAIN PLANNED PARENTHOOD INC
    1116 GRAND AVE STE 201
    BILLINGS,MT59102
    N/A PC General & Unrestricted 2,000
    INTERNATIONAL ANTI-POACHING FOUNDATION INC
    1655 N FORT MYER DR 700
    ARLINGTON,VA22209
    N/A PC General & Unrestricted 2,000
    INTERNATIONAL PLANNED PARENTHOOD FEDERATION
    125 MAIDEN LANE 9TH FL
    NEW YORK,NY10038
    N/A PC General & Unrestricted 2,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC General & Unrestricted 2,500
    JAZZ CLUB OF SARASOTA INC
    330 S PINEAPPLE AVE
    SARASOTA,FL34236
    N/A PC Students in financial need Scholarship Fund 1,000
    JESTER & PHARLEY PHUND
    PO BOX 817
    PALOS VERDES ESTATES,CA90274
    N/A PC General & Unrestricted 2,000
    JEWISH FAMILY SERVICE OF LOS ANGELES
    3580 WILSHIRE BLVD 7TH FL
    LOS ANGELES,CA90010
    N/A PC General & Unrestricted 500
    JUDICIAL WATCH INC
    425 3RD ST SW STE 800
    WASHINGTON,DC20024
    N/A PC General & Unrestricted 5,000
    KANA SAMURAI FOUNDATION
    7410 PRESTON RD STE 105
    FRISCO,TX75034
    N/A PC General & Unrestricted 4,000
    KELLOGG HUBBARD LIBRARY
    135 MAIN ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 4,000
    LAWYERS COMMITTEE FOR CIVIL RIGHTS UNDER LAW
    1500 K ST NW STE 900
    WASHINGTON,DC20005
    N/A PC General & Unrestricted 1,000
    LEUKEMIA & LYMPHOMA SOCIETY INC - MICHIGAN-INDIANA
    PO BOX 772374
    DETROIT,MI48277
    N/A PC General & Unrestricted 500
    LIBRARY FOUNDATION FOR SARASOTA COUNTY INC
    PO BOX 17903
    SARASOTA,FL34276
    N/A PC General & Unrestricted 1,000
    LOS ALAMOS NATIONAL LABORATORY FOUNDATION
    1112 PLZ DEL NORTE
    ESPANOLA,NM87532
    N/A PC Wagon Mound Scholarship Fund 13,000
    LOS ALAMOS NATIONAL LABORATORY FOUNDATION
    1112 PLZ DEL NORTE
    ESPANOLA,NM87532
    N/A PC Wagon Mound Public School Endowment 8,000
    LOST NATION THEATER INC
    39 MAIN ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    MAKE-A-WISH FOUNDATION OF CENTRAL AND NORTHERN FLO
    1223 S TAMIAMI TRAIL
    SARASOTA,FL34239
    N/A PC General & Unrestricted 2,000
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 1,000
    MONTANA FREE PRESS
    PO BOX 1425
    HELENA,MT59624
    N/A PC General & Unrestricted 500
    MONTANA HUMAN RIGHTS NETWORK INC
    PO BOX 1509
    HELENA,MT59624
    N/A PC General & Unrestricted 500
    MPANZI EMPOWERING WOMEN AND GIRLS INC
    2302 WUTHERING RD
    LUTHVLE TIMON,MD21093
    N/A PC General & Unrestricted 1,000
    NAMI SARASOTA AND MANATEE COUNTIES INC
    2911 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC General & Unrestricted 2,000
    NATIONAL EATING DISORDERS ASSOCIATION
    1500 BROADWAY STE 1101
    NEW YORK,NY10036
    N/A PC General & Unrestricted 5,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE RD STE 1200
    JENKINTOWN,PA19046
    N/A PC Friends of the UBS Optimus Foundation Fund 1,000,000
    NATURE CONSERVANCY
    4245 N FAIRFAX DRIVE STE 100
    ARLINGTON,VA22203
    N/A PC Global Oceans project 15,000
    NEW MEXICO STATE UNIVERSITY
    PO BOX 30001
    LAS CRUCES,NM88003
    N/A GOV Barbara Kerr Page Endowed Journalism Scholarship 1,000
    NORTH AMERICAN GROUSE PARTNERSHIP
    PO BOX 343
    GARDEN VALLEY,ID83622
    N/A PC General & Unrestricted 500
    NORTH BRANCH NATURE CENTER INC
    713 ELM ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    NORTHERN PLAINS RESOURCE COUNCIL
    220 S 27TH ST STE A
    BILLINGS,MT59101
    N/A PC General & Unrestricted 1,000
    OPERATION SHOEBOX
    8360 E HWY 25
    BELLEVIEW,FL34420
    N/A PC General & Unrestricted 500
    OPERATION SMILE INC
    3641 FACULTY BLVD
    VIRGINIA BEACH,VA23453
    N/A PC General & Unrestricted 500
    OPERATION UNDERGROUND RAILROAD INC
    PO BOX 560902
    DENVER,CO80256
    N/A PC General & Unrestricted 5,000
    PESTICIDE ACTION NETWORK NORTH AMERICA REGIONAL CE
    2029 UNIVERSITY AVE STE 200
    BERKELEY,CA94704
    N/A PC General & Unrestricted 1,500
    PLANNED PARENTHOOD OF NORTHERN NEW ENGLAND
    784 HERCULES DRIVE STE 110
    COLCHESTER,VT05446
    N/A PC General & Unrestricted 4,000
    PRISON DHARMA NETWORK INC
    595 B RIVER RD
    DEERFIELD,MA01342
    N/A PC General & Unrestricted 1,000
    PRO PUBLICA INC
    155 AVE OF THE AMERICAS 13TH FL
    NEW YORK,NY10013
    N/A PC General & Unrestricted 1,000
    RED LODGE AREA COMMUNITY FOUNDATION
    PO BOX 1871
    RED LODGE,MT59068
    N/A PC General & Unrestricted 2,000
    RED LODGE EMS ASSOCIATION INC
    PO BOX 845
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RED LODGE FRIENDS OF THE LIBRARY
    PO BOX 1598
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RED LODGE VOLUNTEER FIREFIGHTERS ASSOCIATION INC
    PO BOX 845
    RED LODGE,MT59068
    N/A PC General & Unrestricted 500
    RESIST INC
    42 SEAVERNS AVE
    JAMAICA PLAIN,MA02130
    N/A PC For the Northeast Farmers of Color Land Trust 2,000
    RISE AGAINST HATE A NJ NONPROFIT CORPORATION
    12 MANOR HOUSE CT
    CHERRY HILL,NJ08003
    N/A PC General & Unrestricted 1,000
    SALVATION ARMY WORLD SERVICE OFFICE SAWSO
    615 SLATERS LN
    ALEXANDRIA,VA22314
    N/A SO I General & Unrestricted 1,000
    SARASOTA BALLET OF FLORIDA INC
    5555 N TAMIAMI TRL
    SARASOTA,FL34243
    N/A PC Dance Next Generation (DNG) 1,000
    SARASOTA CONTEMPORARY DANCE INC
    1400 BLVD OF THE ARTS STE 300
    SARASOTA,FL34236
    N/A PC General & Unrestricted 2,000
    SAVE THE CHILDREN FEDERATION INC
    501 KINGS HWY EAST STE 400
    FAIRFIELD,CT06825
    N/A PC General & Unrestricted 1,000
    SCHOOL ON WHEELS INC
    3150 N SAN FERNANDO RD B
    LOS ANGELES,CA90065
    N/A PC General & Unrestricted 500
    SECOND HEART HOMES INC
    PO BOX 3886
    SARASOTA,FL34230
    N/A PC General & Unrestricted 2,000
    SEDONA COMMUNITY FOOD BANK
    SUNSET DR
    SEDONA,AZ86336
    N/A PC Homebound Program 500
    SEDONA PUBLIC LIBRARY
    3250 WHITE BEAR RD
    SEDONA,AZ86336
    N/A PC General & Unrestricted 500
    SEDONA RED ROCK TRAIL FUND
    PO BOX 4475
    SEDONA,AZ86340
    N/A PC General & Unrestricted 500
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607
    N/A PC General & Unrestricted 1,000
    SIRKIS FREAKS FOUNDATION
    3600 HATHAWAY CT
    IRVING,TX75062
    N/A PC General & Unrestricted 1,000
    SPECIAL OLYMPICS FLORIDA INC
    1915 DON WICKHAM DR
    CLERMONT,FL34711
    N/A PC General & Unrestricted 2,000
    ST JUDE CHILDRENS RESEARCH HOSPITAL INC
    501 ST JUDES PL
    MEMPHIS,TN38105
    N/A PC General & Unrestricted 1,000
    STREETS OF PARADISE INC
    PO BOX 50652
    SARASOTA,FL34234
    N/A PC General & Unrestricted 1,000
    STUDIO PLACE ARTS INCORPORATED
    201 N MAIN ST
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    SUNCOAST WATERKEEPER INC
    PO BOX 1028
    SARASOTA,FL34230
    N/A PC General & Unrestricted 1,000
    TAILWIND SOLUTIONS
    200 32ND ST
    BOULDER,CO80305
    N/A PC General & Unrestricted 1,000
    TEAM TONY CANCER FOUNDATION INC
    3562 S OSPREY AVE STE C
    SARASOTA,FL34239
    N/A PC General & Unrestricted 1,000
    THE CALIFORNIA DESERT LAND CONSERVANCY - MOJAVE DE
    60124 29 PALMS HWY
    JOSHUA TREE,CA92252
    N/A PC General & Unrestricted 500
    THE FLORIDA CENTER FOR EARLY CHILDHOOD INC
    4620 17TH ST
    SARASOTA,FL34235
    N/A PC General & Unrestricted 2,000
    THE SARASOTA CUBAN BALLET SCHOOL INC
    4740 CATTLEMEN RD
    SARASOTA,FL34233
    N/A PC General & Unrestricted 1,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    N/A PC General & Unrestricted 1,000
    THE UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109
    N/A PC Design for Sharing 500
    THOROUGHBRED RETIREMENT FOUNDATION
    112 SPRING ST STE 109
    SARATOGA SPGS,NY12866
    N/A PC General & Unrestricted 1,000
    TIDES FOUNDATION
    PO BOX 889389
    LOS ANGELES,CA90088
    N/A PC Florida Rights Restoration Coalition 3,000
    TRAUMA INSTITUTE & CHILD TRAUMA INSTITUTE INC
    285 PROSPECT ST
    NORTHAMPTON,MA01060
    N/A PC General & Unrestricted 2,000
    TRICYCLE FOUNDATION INC
    89 5TH AVE STE 301
    NEW YORK,NY10003
    N/A PC General & Unrestricted 500
    TRUSTEES OF THE WOOD ART GALLERY
    46 BARRE ST
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    UNIDOSNOW INC
    1750 17TH STREETBUILDING C-2
    SARASOTA,FL34234
    N/A PC General & Unrestricted 1,000
    UNITED NATIONS FOUNDATION INC
    1750 PENNSYLVANIA AVE NW STE 300
    WASHINGTON,DC20006
    N/A PC COVID-19 Solidarity Response Fund 2,000
    VALHALLA RANCH
    1928 FM 241 S
    RUSK,TX75785
    N/A PC General & Unrestricted 250
    VERMONT COMMUNITY FOUNDATION
    3 COURT ST
    MIDDLEBURY,VT05753
    N/A PC General & Unrestricted 2,000
    VERMONT ETV INC DBA VERMONT PUBLIC TELEVISION
    10 E ALLEN ST STE 202
    WINOOSKI,VT05404
    N/A PC General & Unrestricted 500
    VERMONT FOODBANK
    33 PARKER RD
    BARRE,VT05641
    N/A PC General & Unrestricted 1,000
    VERMONT LAND TRUST INC
    8 BAILEY AVE
    MONTPELIER,VT05602
    N/A PC General & Unrestricted 1,000
    VERMONT PUBLIC RADIO
    365 TROY AVE
    COLCHESTER,VT05446
    N/A PC General & Unrestricted 1,000
    VERMONT STUDIO CENTER INC
    PO BOX 613
    JOHNSON,VT05656
    N/A PC General & Unrestricted 1,000
    VIRTUAL CENTER FOR VELO-CARDIO-FACIAL SYNDROME INC
    8138 SOLOMON SEAL LN
    MANLIUS,NY13104
    N/A PC General & Unrestricted 2,000
    VISTA DEL MAR CHILD AND FAMILY SERVICES
    3200 MOTOR AVE
    LOS ANGELES,CA90034
    N/A PC General & Unrestricted 500
    VITAMIN ANGEL ALLIANCE INC
    PO BOX 4490
    SANTA BARBARA,CA93140
    N/A PC General & Unrestricted 2,000
    WILDLIFE ALLIANCE INC
    1441 BROADWAY 5FL
    NEW YORK,NY10018
    N/A PC General & Unrestricted 2,000
    WUSF PUBLIC BROADCASTING
    4202 E FOWLER AVE TVB100
    TAMPA,FL33620
    N/A PC General & Unrestricted 2,000
    YOGA BEHIND BARS
    PO BOX 84494
    SEATTLE,WA98124
    N/A PC General & Unrestricted 500
    ZAKAT FOUNDATION OF AMERICA
    PO BOX 639
    WORTH,IL60482
    N/A PC General & Unrestricted 2,500
    Total .................................bullet 3a 1,241,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 245  
    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 ............
        18 908,037  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
    525990 -16,820 14 -11,099  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -16,820 991,110  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    974,290
    (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 CompensationExplanation
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Person Name Explanation
    Mariah Carlsen *Removed from position in 2021
    Corey Harrower *Removed from position in 2021
    Nancy C Seidman *Removed from position in 2021
    Margaret Williams *Removed from position in 2021

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

    TY 2021 DepreciationSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    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 InvestmentsCorpBondsSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CALVERT SOCIAL INVT FNDTN MTN 198,250 200,000
    WORLD BK (IBRD) ETHICAL EUR EQ 100,000 93,570

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Name of Stock End of Year Book Value End of Year Fair Market Value
    10X GENOMICS CLASS A (TXG) 306 298
    3M CO 1,124 1,243
    A P MOLLAR MAERSK A 1,758 2,294
    ABB LTD 1,495 3,206
    ABBOTT LABS 1,015 3,519
    ABBVIE INC 1,623 3,114
    ABIOMED 85 359
    ACCENTURE PLC 915 3,731
    ACCOR SA 1,053 776
    ACTIVISION BLIZZARD INC 301 532
    ACUITY BRANDS INC 233 212
    ADECCO S.A. UNSP/ADR 1,096 818
    ADIDAS AG 729 2,160
    ADIENT PLC 280 287
    ADOBE SYSTEMS, INC 2,502 15,878
    ADVANCE AUTO PARTS INC 304 480
    ADVANCED MICRO DEVICES INC 704 2,590
    ADVANSIX INC 27 95
    ADVANTEST CORP - ADR 1,272 1,247
    ADYEN N.V. 2,538 3,106
    AECOM TECHNOLOGY CORPORATION 179 464
    AEGON N V ORD AMER REG 1,858 1,670
    AES CORP 179 462
    AFLAC INC 632 876
    AFTERPAY LTD 1,092 958
    AGCO CP 2,925 4,525
    AGEAS SPONS ADR 1,162 1,296
    AGILENT TECHNOLOGIES INC 285 1,118
    AIA GROUP LTD ADR 4,574 5,766
    AIR PRODS & CHEM INC 236 609
    AIRBUS GROUP 3,436 4,021
    AJINOMOTO INC UNSPONS ADR 872 1,007
    AKAMAI TECH COM STK 157 351
    AKZO NOBEL NV-ADR 676 992
    ALBEMARLE CP 106 468
    ALCOA INC 309 357
    ALCON INC 11,268 14,985
    ALFA LAVAL AB 730 807
    ALIGN TECHNOLOGY, INC 67 657
    ALKERMES 894 279
    ALLIANCE DATA SYSTEM CORP 406 133
    ALLIANT CORP 465 922
    ALLIANZ SE 4,327 4,793
    ALLY FINANCIAL INC 186 476
    ALNYLAM PHARMACEUTICALS, INC 159 339
    ALPHABET INC CL A 15,607 43,455
    ALPHABET INC CL C 3,714 11,574
    ALTERYX INC 435 182
    ALTRIA GROUP INC 1,489 1,232
    AMADEUS IT HLDS SA 1,374 2,099
    AMAZON COM 5,142 20,006
    AMC ENTERTAINMENT HOLDINGS INC 276 190
    AMDOCS LIMITED 487 674
    AMER INTERNATIONAL GROUP INC 584 625
    AMERCO 355 726
    AMERICAN AIRLINES GROUP INC 777 341
    AMERICAN EXPRESS CO 714 1,636
    AMERICAN TOWER REIT INC 9,042 14,040
    AMERICAN WATER WORKS COMPANY I 7,500 16,431
    AMERICAN WELL CORP 5,647 1,987
    AMERIS BANCORP 262 397
    AMETEK INC 263 735
    AMGEN INC 1,260 1,800
    AMICUS THERAPEUTICS INC 205 185
    ANALOG DEVICES INC 498 1,055
    ANHEUSER BUSCH COS INC 5,331 2,664
    ANNALY MTG MGMT INC. COM 553 454
    ANTHEM INC 556 1,854
    AON PLC CL A 272 902
    APOLLO MEDICAL HOLDINGS ORD SH 199 147
    APPLE INC 6,932 36,934
    APPLIED MATERIALS INC 337 2,203
    APTIV PLC 11,175 22,103
    ARCH CAPITAL GROUP LTD 298 578
    ARENA PHARMACEUTICALS, INC. 114 186
    ARGENX SE 834 1,051
    ARISTA NETWORKS 389 863
    ARKEMA S/ADR 773 1,559
    ARMSTRONG WORLD INDU 156 464
    ARROWHEAD PHARMACEUTICALS INC 76 199
    ASAHI GLASS ADR 1,294 2,193
    ASAHI KAISAI CP ADR 1,967 1,672
    ASHLAND GLOBAL HOLDINGS 204 431
    ASHTEAD GROUP PLC 767 2,959
    ASML HOLDING NV NY REG SHS 5,017 35,825
    ASSA ABLOY UNSP/ADR 1,842 2,642
    ASSOCIATED BRITISH FOODS PLC 1,196 824
    ASTELLAS PHARMA INC 1,833 2,083
    ASTRAZENECA 16,181 22,077
    ASXFY 1,992 2,436
    AT&T, INC 2,660 2,017
    ATLANTIA SPA ADR 1,988 1,447
    ATLAS COPCO AB A SHS ADR 1,172 2,218
    ATLAS COPCO AB B SHS ADR 1,135 2,205
    ATLASSIAN CORP PLC 780 763
    AUSTRALIA & N Z ADS 4,009 4,102
    AUTODESK, INC 5,474 14,903
    AUTOMATIC DATA PROCESSING INC 573 1,726
    AVANGRID INC 418 399
    AVIVA PLC 3,776 2,958
    AXA ADS 3,435 3,424
    BAE SYSTEMS PLC 1,562 1,579
    BAKER HUGHES COMPANY 292 385
    BALL CP 216 578
    BANCFIRST CORPORATION 254 635
    BANCO BILBAO ARG SA 1,333 2,389
    BANCO SANTANDER CEN 4,536 3,112
    BANK NEW YORK MELLON CORP COM 478 697
    BANK OF AMERICA CORP 1,724 4,671
    BARCLAYS PLC ADR 3,448 3,053
    BATH & BODY WORKS, INC 319 279
    BAXTER INTERNATIONAL INC 269 601
    BAYER A G SPONSORED ADR 6,200 2,864
    BAYERISCHE MOTOREN WERKE AG AD 10,986 9,987
    BEACON ROOFING SUPPLY, INC 328 459
    BECTON DICKINSON & CO 12,243 13,077
    BERRY PLASTICS GROUP INC 208 443
    BEST BUY INC 122 406
    BIGLARI HOLDINGS INC 335 285
    BILL COM HOLDINGS 540 498
    BIO RAD LABS INC CL A 369 756
    BIO TECHNE CORPORATION 88 517
    BIOGEN INC 271 240
    BIOMARIN PHARMACEUTICAL INC 418 353
    BLACK KNIGHT, INC 177 497
    BLACKBAUD INC 11,048 13,032
    BLACKROCK INC 665 1,831
    BLOCK INC 319 969
    BLUEBIRD BIO INC 140 20
    BLUEPRINT MEDICINES CORPORATIO 255 321
    BNP PARIBAS SPONS ADR 3,098 3,827
    BOEING CO 985 1,409
    BOOKING HOLDINGS INC 1,239 2,399
    BORG WARNER INC 152 180
    BOSTON PPTYS INC 745 691
    BOSTON SCIENTIFIC 1,169 1,317
    BRAMBLES LTD UNSP AD 2,513 2,347
    BRENNTAG AG UNSP ADR 402 687
    BRIDGESTONE CORP UNSP ADR 1,261 1,609
    BRIGHT HORIZONS FAMILY SOLUTIO 9,031 11,203
    BRIGHTHOUSE FINANCIAL INC 423 363
    BRISTOL-MYERS SQUIBB CO 2,040 2,182
    BRISTOW GROUP INC 183 222
    BRITISH AMERICAN TOBACCO PLC 8,053 5,050
    BRITISH LAND CO S/ADR 2,363 2,183
    BROADCOM INC 764 3,327
    BROADRIDGE FINANCIAL 151 548
    BROOKLINE BANCORP INC DEL COM 466 680
    BROWN FORMAN CORP CL B 173 291
    BROWN FORMAN INC CLASS A 302 475
    BUNGE LTD 4,023 8,309
    BUNZL PLC SPONSORED ADR 614 875
    BURBERRY GROUP PLC 438 614
    C H ROBINSON WORLDWIDE INC 247 431
    CABOT CP 482 674
    CALVERT GREEN BOND FUND CLASS 102,200 100,896
    CALVERT SHORT DURATION INCOME 246,847 244,839
    CANON INC 2,966 2,150
    CAP GEMINI SA UNSP/ADR 1,302 3,426
    CAPITAL ONE FINANCIAL CORP 564 1,161
    CAPRI HOLDINGS LTD.SHS 161 260
    CAREDX INC 383 227
    CARLISLE COS INC 173 496
    CARNIVAL CORP 1,081 402
    CARPENTER TECH 294 292
    CARREFOUR S.A 1,306 831
    CARRIER GLOBAL 226 651
    CARVANA CO. 245 232
    CASEY'S GENERAL STORES, INC 231 395
    CATERPILLAR INC 1,092 1,654
    CDW CORP 123 614
    CELLNEX TELECOM ADR 1,325 1,184
    CENTENE CORP 226 577
    CENTRAL JAPAN RY CO ADR 2,754 2,216
    CERENCE INC 62 230
    CF INDUSTRIES HOLDINGS, INC 4,353 9,060
    CHAMPIONX CORP 254 202
    CHARLES SCHWAB CORP 669 1,766
    CHARTER COMMUNICATIONS, INC 393 1,304
    CHECK POINT SOFTWARE TECHNOLOG 983 932
    CHINA MENGNIU DAIRY COMPANY AD 5,817 7,009
    CHR HANSEN HOLDINGS 520 708
    CHUBB LIMITED 1,468 1,353
    CHUGAI PHARMACEUTICAL CO., LTD 1,931 1,521
    CHURCH & DWIGHT 167 410
    CIGNA CORPORATION 770 1,148
    CINCINNATI FINANCIAL CORP 172 342
    CINTAS CRP 177 886
    CISCO SYSTEMS INC 1,554 3,739
    CITIGROUP INC 1,377 1,631
    CITIZENS FINANCIAL GROUP, INC 516 709
    CITRIX SYSTEMS INC 4,964 5,392
    CITY DEVELOPMENTS LT 1,720 1,594
    CITY OFFICE REIT 244 355
    CLIFFS NATURAL RESOURCES INC. 273 283
    CLOUDFLARE, INC. 489 526
    CMC MATERIALS INC 247 383
    CME GROUP, INC 441 1,142
    CMS ENERGY CP 355 651
    CNA FINANCIAL CORPORATION 636 617
    COCA COLA EUROPEAN PARTNERS PL 727 671
    COCA COLA HBC AG 921 941
    COCHLEAR ORD PLC 904 1,577
    COGNIZANT TECHNOLOGY SOLUTIONS 464 710
    COLGATE-PALMOLIVE COMPANY 839 1,109
    COLOPLAST AS ADR 444 1,047
    COLUMBIA BANKING SYSTEM, INC 255 262
    COMCAST CORP 1,720 3,120
    COMMMUNITY HEALTHCARE TRUST 341 425
    COMMONWEALTH BK AUS-SP ADR 6,089 7,179
    COMPAGNIE DE SAINT G 1,750 2,838
    COMPAGNIE FINANCIERE RICHEMONT 2,086 4,380
    COMPASS GROUP PLC ADR 2,007 2,515
    COMPUTERSHARE LTD ADR 1,231 2,064
    CONAGRA FOODS INC 448 478
    CONSTELLATION BRANDS INC 281 502
    CONTL AG SPONS ADR 1,661 812
    COREPOINT LODGING INC. 473 267
    CORNING INC 286 596
    CORTEVA INC 305 567
    COSTAR GROUP, INC 197 790
    COSTCO WHOLESALE CORPORATION 1,130 3,974
    COUPONS.COM 342 316
    COURSERA 9,065 5,230
    COVESTRO AG 933 865
    COVETRUS INC 307 140
    CRA QUALIFIED INVESTMENT FD 206,139 202,851
    CREDIT AGRICOLE SA 784 949
    CREDIT SUISSE GROUP ADR 4,142 2,371
    CRH PLC - AMERICAN DEPOSITARY 1,484 2,270
    CROWDSTRIKE HOLDINGS, INC 607 614
    CROWN CASTLE INTL 513 1,252
    CSL LTD 3,128 6,031
    CSX CORP 412 1,805
    CUMMINS INC 180 436
    CVR ENERGY, INC 423 202
    CVS CAREMARK CORP 1,352 2,063
    CYBERARK SOFTWARE LTD 667 693
    D R HORTON 398 976
    DAI NIPPON PRINTING LTD JAPANS 1,366 1,747
    DAIICHI SANKYO CO LTD SPONSORE 701 2,602
    DAIKIN INDS LTD ADR 2,625 3,082
    DAIMLER AG ADR 2,576 4,812
    DAITO TRUST CONST SPON ADR 1,930 1,235
    DAIWA HOUSE IND LTD 2,561 2,497
    DAIWA SECURITIES GROUP 1,825 1,740
    DANAHER CORP 636 3,290
    DARDEN RESTAURANTS INC 188 452
    DASSAULT SYS SA SPN ADR 805 2,865
    DATADOG INC 564 712
    DAVITA HEALTHCARE PARTNERS INC 274 455
    DBS GROUP HLDGS SPON ADR 701 1,460
    DEERE CO 380 1,714
    DELEK US HLDGS INC 197 180
    DELL TECHNOLOGIES INC CLASS C 195 449
    DELTA AIR LINES INC 291 234
    DENSO CORP ADR 1,780 2,728
    DENTSPLY SIRONA INC 528 502
    DEUTSCHE BANK AG 3,562 2,288
    DEUTSCHE BOERSE ADR 958 1,146
    DEUTSCHE POST AG 2,333 4,037
    DEUTSCHE TELE AG ADS 2,272 2,369
    DEXCOM, INC 156 1,074
    DIAGEO PLC ADS 3,796 6,384
    DIGITAL RLTY TR INC 4,598 6,544
    DIGITAL TURBINE ORD SHS 305 244
    DIGITALBRIDGE GROUP INC CL A 456 250
    DISCOVER FINL SVCS COM 231 347
    DNB BANK ASA 618 1,148
    DOCUSIGN INC 716 457
    DOLBY LABORATORIES 129 381
    DOLLAR GENERAL CORP 217 707
    DOLLAR TREE INC 235 422
    DOMINION ENERGY INC 672 786
    DONNELLEY FINANCIAL SOLUTIONS 115 236
    DOORDASH ORD SHS CLASS A 217 149
    DOVER CORP 244 908
    DOW INC 546 624
    DRIL QUIP INC 610 197
    DSV UNSP ADR EACH REPR 0.5 ORD 978 3,287
    DT MIDSTREAM INC 194 384
    DTE ENERGY CO COM 534 956
    DU PONT DE NEMOURS 508 565
    DUKE ENERGY CO 1,204 1,783
    DXC TECHNOLOGY COMPANY 309 258
    E.ON AG SPON ADR REP 1/3 ORD N 2,845 3,736
    EARTHSTONE ENERGY INC 1,064 1,280
    EAST JAPAN RAILWAY C 2,204 1,495
    EAST WEST BANCORP, INC 10,560 18,175
    EASTMAN CHEMICAL CO 332 605
    EATON CORP PLC 9,100 11,579
    EBAY INC 169 466
    ECOLAB INC 17,444 20,879
    EDP-ELECTRICIDADE DE PORTUGAL 2,082 2,739
    EDWARDS LIFESCIENCES 289 1,425
    EISAI LTD 985 966
    ELBIT SYSTEMS LTD 767 1,045
    ELECTRONIC ARTS 197 396
    ELI LILLY & CO 909 3,038
    EMERSON ELECTRIC CO 331 651
    ENAGAS SA UNSP ADR 1,166 926
    ENERGY FUELS INC 67 160
    ENPHASE ENERGY ORD SHS 91 366
    ENTAIN PLC 1,142 1,029
    ENTERGY CORP 484 789
    EPIROC AB 2,187 2,346
    EQUINIX, INC 590 1,692
    EQUITY COMMONWEALTH 678 544
    ERICSSON L M TEL CO 1,881 2,163
    ERSTE BK DER OEST SP 918 956
    ERSTE GROUP BANK AG 9,698 11,684
    ESSENTIAL PROPERTIES REALTY TR 140 317
    ESSILOR INTL ADR 2,106 3,314
    ESTEE LAUDER COMPANIES INC 348 1,481
    ETSY INC 3,724 16,202
    EURONET WORLDWIDE INC 209 358
    EVEREST RE GROUP LTD 581 822
    EVERGY, INC. 479 686
    EVERSOURCE ENERGYINC 467 910
    EVOLUTION GAMING GROUP AB ADR 1,555 1,716
    EVOQUA WATER TECHNOLOGIES CORP 5,103 8,509
    EXACT SCIENCES CORPORATION 307 233
    EXELIXIS, INC. 224 201
    EXELON CORPORATION 223 462
    EXPERIAN GROUP LTD S/ADR 924 2,564
    EXPRO GROUP HOLDINGS ORD SHS 275 215
    EXTRA SPACE STORAGE 438 1,134
    F5 NETWORKS, INC 260 489
    FALCON MINERALS ORD SHS CLASS 965 1,291
    FANUC LIMITED UNSPONSORED 1,940 2,491
    FAST RETAILING CO LT 1,231 1,756
    FASTENAL COMPANY 231 705
    FATE THERAPEUTICS INC 259 234
    FEDEX CORPORATION 288 517
    FERGUSON PLC 1,485 5,023
    FERRARI NV 1,204 2,588
    FIDELITY NATIONAL FINANCIAL IN 220 470
    FIDELITY NATIONAL INFORMATION 500 1,092
    FIRST AMERICAN CORP 200 469
    FIRST REPUBLIC BANK 340 620
    FIRST SOLAR INC 2,438 6,101
    FISERV INC 357 830
    FIVE9 INC 124 275
    FLEETCOR TECHNOLGIES INC 281 448
    FLOOR AND DECOR HOLDINGS 129 390
    FLUOR CORP 524 272
    FLUTTER ENTMT PLC ADR 1,533 2,071
    FOOT LOCKER INC N.Y. COM 415 262
    FORD MOTOR COMPANY 968 1,309
    FORTESCUE METALS G ADR EA REPR 1,655 3,340
    FORTINET INC 90 1,078
    FORTIVE CORPORATION 283 610
    FORTUNE BRANDS HOME & SECURITY 279 641
    FOX CORP CL A 286 480
    FOX CORP CL B 209 308
    FRANKLIN RES INC 361 335
    FRESENIUS MED CAR AG 1,175 909
    FRESENIUS SE S ADR 2,863 1,427
    FRONTDOOR INC 187 257
    FUCHS PETROLUB SE 586 561
    FUJIFILM HOLDINGS ADR NPV 1,525 3,118
    FUJITSU LTD ADR OTC 1,097 2,554
    FUTU HOLDING ADR 803 260
    GALLAGHER ARTHUR J & CO 200 848
    GALP ENERGIA, SGPS, S.A. 5,331 4,479
    GAMESTOP CORP 188 148
    GCP APPLIED TECHNOLOGIES INC 127 253
    GEBERIT AG ADR 1,030 1,815
    GEN DYNAMICS CP 272 417
    GENERAC HOLDING INC 445 352
    GENERAL ELECTRIC CO 1,124 1,228
    GENERAL MILLS INC 861 1,011
    GENERAL MOTORS 596 821
    GENESCO INC. (UNITED STATES) 232 257
    GENMAB A/S SPON 4,677 7,239
    GILEAD SCIENCES INC 1,564 1,162
    GIVAUDAN SA UNSP/ADR 1,238 3,567
    GLOBAL PAYMENTS INC 296 676
    GLOBAL WATER RESOURCES ORD SHS 321 291
    GODADDY INC 438 509
    GOLAR LNG LTD 1,396 1,301
    GOLDMAN SACHS GROUP 883 1,913
    GRAINGER W W INC 196 518
    GRIFOLS SA REP 1/2 CL B 1,099 595
    GROUPE DANONE ADS 12,555 11,188
    GRUBHUB INC 645 441
    GSK PLC 5,678 6,262
    GUARDANT HEALTH INC 241 300
    GXO LOGISTICS 90 363
    HANG LUNG PROPERTIES-SP ADR 1,621 1,349
    HANNON ARMSTRONG SUST INFRAST 5,908 16,414
    HARTFORD FINANCIALSERVICES GRO 276 483
    HCA INC 504 1,028
    HEALTHCARE TRUST OF AMERICA IN 398 501
    HEALTHPEAK PROPERTIES INC 715 686
    HEIDELBERGCEMENT AG UNSPONSORE 1,002 808
    HEINEKEN HLDG N V 638 612
    HEINEKEN N V S ADR 664 905
    HENDERSON LAND DEV COMP LTD AD 2,755 2,233
    HENKEL KGAA ADR 1,550 1,045
    HENNES & MAURITZ AB 1,945 1,088
    HENRY SCHEIN INC 362 465
    HERC HOLDINGS, INC 88 313
    HERMES INTL 10 ADR 773 2,633
    HEWLETT PACKARD ENTERPRISE CO 281 505
    HEXAGON 1,747 2,619
    HEXCEL CP DELAWARE 6,079 7,097
    HIGHPEAK ENERGY ORD SHS 354 381
    HILTON GRAND VACATIONS INC. 39 104
    HILTON WORLDWIDE HOLDINGS, INC 175 624
    HINO MOTORS ADR 1,162 847
    HITACHI LTD 2,629 3,576
    HOLCIM LTD SPON ADS 1,799 1,766
    HOLLYFRONTIER CORP 367 426
    HOLOGIC, INC 188 383
    HOME DEPOT INC 1,961 6,225
    HONDA MOTOR CO LTD 3,361 3,243
    HONEYWELL INTL 881 1,877
    HONG KONG EX&CL UNSP/ADR 1,631 3,792
    HOST HOTELS & RESORTS INC 424 487
    HOWARD HUGHES CORPORATION 434 407
    HOYA CORP SPONS ADR 960 3,590
    HP INC 255 829
    HSBC HOLDINGS PLC 8,443 5,879
    HUBBELL INCORPORATED 306 625
    HUBSPOT INC 705 659
    HUDSON PACIFIC PROPERTIES INC 575 420
    HUMANA INC 358 928
    HUNT J B 141 409
    HUNTINGTON BANCSHARES INC 298 509
    HUNTINGTON INGALLS INDUSTRIES 248 373
    IAA INC 183 405
    IBERDROLA ADR 2,693 4,013
    IBERDROLA SA 7,372 6,535
    IDEX CP 227 709
    IHS MARKIT LTD 469 1,196
    ILLINOIS TOOL WORKS 454 1,234
    ILLUMINA INC COM 362 761
    IMPERIAL BRANDS PL 1,025 770
    INCYTE CORPORATION 718 514
    INDUSTRIA DE DISENO 1,905 1,813
    INFINEON TECH ADS 5,641 12,052
    INFORMA PLC SPONSORED ADR 1,314 1,359
    ING GROUP N V SPONSORED ADR 2,171 2,575
    INGERSOLL-RAND INC 10,366 13,797
    INGEVITY CORPORATION 95 215
    INTEGRAMED AMERICA, INC 343 353
    INTEL CORP 1,924 2,936
    INTELLIA THERAPEUTICS INC 295 236
    INTERCONTINENTAL EXCHANGE, INC 385 1,231
    INTERCONTINENTAL HOTELS GROUP 1,074 1,369
    INTERNATIONAL BUSINESS MACHINE 1,559 1,604
    INTESA SANPAOLO SPA 1,877 1,438
    INTUIT 945 2,573
    INTUITIVE SURGICAL 303 1,797
    INVITATION HOMES INC. 562 816
    IONIS PHARMACEUTICALS INC 677 335
    IOVANCE BIOTHERAPEUTICS 521 229
    IPG PHOTONICS CORP 8,856 9,296
    IRIDIUM COMMUNICATIONS INC 391 372
    IRON MOUNTAIN 268 523
    ISRAEL CHEMICALS LTD 971 2,021
    ISUZU MOTORS UNSP/ADR 732 849
    ITRON INC 10,302 11,648
    J SAINSBURY 1,175 1,507
    JACKSON FINANCIAL INC 76 125
    JAMES HARDIE IND ADR 1,164 2,726
    JAPAN EXCHANGE GROUP INC 575 1,106
    JAPAN TOB INC 3,309 1,788
    JBG SMITH PROPERTIES 380 287
    JOHNSON & JOHNSON 3,713 5,645
    JOHNSON CONTROLS INTERNATIONAL 503 894
    JONES LANG LASALLE 293 539
    JP MORGAN CHASE 3,491 6,017
    JULIUS BAER GROUP LTD 1,480 1,772
    JUNIPER NETWORKS 575 750
    KAO CORP 1,554 1,578
    KBC GROUP SA UNSP ADR 10,048 14,956
    KBR INC 170 476
    KDDI CP UNSP ADR 2,809 3,179
    KERING UNSPON ADR EA REPR 0.1 1,795 2,496
    KERRY GROUP PLC 1,408 1,446
    KEURIG DR PEPPER INC 1,198 479
    KIMBERLY CLARK CORP 757 858
    KIMCO RLTY CORP 411 419
    KINGFISHER PLC 1,269 1,298
    KINGSPAN GROUP ORD SHS 5,234 9,200
    KIRIN BREWERY LTD 746 889
    KLA TENCOR CORP 206 1,290
    KNIGHT SWIFT TRANSPORTATION HO 282 488
    KNORR BREMSE AG EUR 9,977 7,974
    KOMATSU LTD 1,104 1,589
    KONE OYJ ADR B SHS 479 608
    KONINKLIJKE AHOLD DELHAIZE NV 1,907 2,958
    KONINKLIJKE DSM NV ADR 679 2,661
    KONINKLIJKE PHILIPS ELECTRONIC 1,247 1,843
    KROGER CO 383 543
    KUBOTA CORPORATION 1,550 2,234
    KUENE & NAGEL INTL AG ADR 2,351 2,277
    KYNDRYL HOLDINGS INC 142 91
    KYOCERA CORP ADR 2,635 2,887
    L'AIR LIQUIDE ADR OTC 2,290 3,940
    L'OREAL ADR 2,897 6,679
    L3HARRIS TECHNOLOGIES 271 640
    LAM RESEARCH CORP 233 2,157
    LAS VEGAS SANDS CORP 433 376
    LASERTEC ADR 1,000 1,532
    LEAR CORP 241 366
    LEGAL & GENERAL GROUP 2,105 2,186
    LEGRAND INC 713 1,191
    LEND LEASE CORP LTD 2,711 1,904
    LENNAR CORP 366 929
    LENNAR CORP CL B 227 574
    LHC GROUP 11,712 7,959
    LIBERTY MEDIA CORPORATION - SE 111 356
    LIBERTY MEDIA CORPORATION - SE 106 316
    LIBERTY SIRIUS XM GROUP - SER 268 458
    LINCOLN NATIONAL CORP 287 546
    LINDE PLC COM 16,052 22,864
    LIVANOVA PLC 5,068 6,208
    LIVE OAK BANCSHARES, INC. 127 262
    LIVENT CORPORATION 49 219
    LIXIL GROUP CORPORATION 1,026 1,201
    LKQ CORPORATION 3,072 5,883
    LLOYDS BANKING GROUP PLC 4,355 2,920
    LOCKHEED MARTIN CORP 1,129 1,422
    LOGITECH INTERNATIONAL 828 577
    LONDON STK EXCHANGE GROUP 1,291 2,123
    LONZA GROUP AG UNSP/ADR 1,668 4,008
    LOUISIANA PACIFIC CP 118 392
    LOWES COMPANIES INC 751 2,585
    LULULEMON ATHLETICA INC 111 783
    LUMEN TECHNOLOGIES INC 532 351
    LVMH MOET HENN UNSP 3,243 11,254
    LYONDELLBASELL INDUSTRIES NV 369 461
    M&T BANK CORP 481 614
    MADISON SQUARE GARDEN CL A 181 174
    MADISON SQUARE GARDEN ENTERTAI 68 70
    MAKITA CORP 811 1,194
    MANHATTAN ASSOCIATES INC 129 311
    MANPOWER GROUP INC 201 292
    MARATHON PETROLEUM CORP 509 1,152
    MARAVAI LIFESCIENCES HOLDINGS 2,417 2,975
    MARRIOTT INTERNATIONAL INC. CL 279 661
    MARSH AND MCLENNAN COMPANIES I 487 1,564
    MARVELL TECHNOLOGY, INC 300 1,225
    MASTERCARD INC 21,224 27,308
    MATCH GROUP INC 660 529
    MATRIX SERVICE CO COM STK 524 188
    MAZDA MOTOR CORP 1,133 1,046
    MCCORMICK & CO 7,827 15,941
    MCDONALD'S CORP 1,407 3,217
    MCKESSON CORP 254 746
    MEDIOBANCA SPA 552 794
    MEDTRONIC PLC 1,783 2,379
    MELCO RESORTS AND ENTERTAINMEN 748 438
    MERCARI INC ADR 726 761
    MERCK & CO INC 1,646 2,529
    MERCK KGAA SPON ADR EACH REPR 503 1,355
    META MATERIALS ORD SHS 269 207
    META PLATFORMS INC 4,346 10,427
    MGM RESORTS INTERNATIONAL 200 404
    MICHELIN CIE GEN UNSP/ADR 672 1,148
    MICROCHIP TECHNOLOGY INC 277 1,045
    MICRON TECHNOLOGY 7,651 12,855
    MICROSOFT CORP 6,884 33,631
    MIDDLEBY CORPORATION 212 394
    MITSUBISHI ELEC UNSP/ADR 1,704 2,058
    MITSUBISHI ESTATE CO ADR 3,130 2,450
    MITSUBISHI UFJ FINANCIAL GROUP 3,756 3,287
    MITSUI FUDOSAN CO 1,684 1,367
    MIZUHO FINANCIAL GRO 1,711 1,206
    MODERNA, INC 814 1,270
    MOHAWK INDS INC 373 364
    MOLSON COOR BREW CO CL B 647 324
    MONDELEZ INTERNATIONAL INC 1,175 1,790
    MONGODB INC CL A 486 529
    MONTROSE ENVIRONMENTAL GRP ORD 4,354 8,884
    MOODYS CORP 388 1,562
    MORGAN STANLEY 720 1,669
    MORNINGSTAR, INC 79 342
    MOTOROLA SOLUTIONS INC 314 543
    MOWI ASA SPONSORED ADR 6,386 6,476
    MR COOPER GROUP INC 144 208
    MS&AD INS GROUP ADR 1,627 1,708
    MSCI INC 2,165 15,930
    MUENCHENER RUECKVERS 1,999 2,970
    MURATA MFG INC UNSP/ADR 1,565 2,594
    NASDAQ OMX GROUP 226 840
    NATERA INC 346 280
    NATIONAL AUSTRALIA BK LTD 4,931 4,895
    NATIONAL GRID TRANSCO PLC 3,212 4,195
    NATIONAL INSTRUMENTS CORPORATI 283 437
    NATWEST GROUP ADR REPRESENTING 2,289 1,937
    NEKTAR THERAPEUTICS 461 122
    NESTE OYJ 3,585 3,038
    NESTLE S.A 10,351 18,388
    NETAPP, INC 104 368
    NETFLIX INC 656 3,615
    NEUROCRINE BIOSCIENCES, INC 206 341
    NEVRO CORP 192 243
    NEW YORK TIMES CO CL A 8,207 12,461
    NEWCREST MINING LTD-SPON ADR 2,757 2,867
    NEWMONT GOLDCORP CORPORATION 387 1,302
    NEWS CORP LTD CL A 210 357
    NEXTERA ENERGY, INC 851 3,081
    NICE SYSTEMS LTD 229 1,214
    NIDEC CORPORATION ADR 889 2,892
    NIELSEN HOLDINGS N.V 683 308
    NIKE INC-CL B 9,894 21,000
    NINTENDO CO LTD ADR UNSPON 2,698 3,210
    NIPPON TELEGRAPH & TELEPHONE C 2,412 2,741
    NIPPON YUSEN KABUSHIKI KAISHA 845 918
    NISSAN MOTOR LTD ASR 1,370 1,288
    NITTO DENKO ADR 1,539 1,624
    NOKIA 1,901 1,860
    NOMURA HOLDINGS ADR 2,189 1,706
    NORDEA BANK ABP 2,657 2,725
    NORSK HYDRO ASA 1,656 2,828
    NORTHERN TRUST CORPORATION 281 478
    NORTHROP GRUMMAN CORP 900 1,161
    NORTONLIFELOCK INC 291 364
    NORWEGIAN CRUISE LINE HOLDINGS 693 249
    NOV INC 1,190 474
    NOVARTIS AG ADR 7,022 8,222
    NOVAVAX INC 462 286
    NOVO NORDISK A S 5,047 9,744
    NOVOCURE LTD 251 150
    NOVOZYMES A/S UNSP/ADR 574 997
    NUANCE COMMUNICATIONS, INC 136 443
    NUTANIX INC 280 255
    NVENT ELECTRIC PLC 199 456
    NVIDIA CORP 258 9,412
    NXP SEMICONDUCTORS 867 911
    O'REILLY AUTOMOTIVE INC 222 706
    OCADO GROUP PLC 1,384 999
    OCEANFIRST FINANCIAL CORP 468 466
    OKTA INC 720 673
    OLD DOMINION FREIGHT LINE 91 717
    OLD REP INTL CORP 384 664
    OLYMPUS CORP S/ADR 837 1,966
    OMNICELL, INC 6,766 17,503
    OMRON CORP S/ADR 638 1,909
    ONEOK INC 329 764
    ONO PHARMACEUTICAL ADR 1,121 719
    OPENDOOR TECHNOLOGIES 271 190
    ORACLE CORP 891 2,180
    ORANGE 1,052 665
    ORGANON & CO 175 213
    ORION OFFICE REIT ORD SHS 41 37
    ORIX CORP ADS 2,263 2,850
    ORKLA ASA SPON ADR 649 840
    ORMAT TECHNOLOGIES 6,385 9,120
    ORPEA SA 4,531 4,778
    ORSTED A S 2,567 1,837
    OTIS WORLDWIDE CORP 387 609
    OTSUKA HOLDINGS CO 1,998 1,789
    OVERSEA-CHINESE ADR 807 677
    OWENS CORNING 234 453
    PACIFIC BIOSCIENCES OF CALIF 207 164
    PACWEST BANCORP 377 407
    PALANTIR TECHNOLOGIES INC 489 364
    PALO ALTO NETWORKS INC 7,503 26,168
    PAN PAC INTL HLDGS UNSPONSORED 247 386
    PANASONIC CORP 1,622 1,857
    PARKER HANNIFIN CP 290 954
    PAYCHEX 426 683
    PAYCOM SOFTWARE 506 415
    PAYLOCITY CORP 39 236
    PAYPAL HOLDINGS, INC 11,541 21,498
    PEARSON PLC 767 596
    PELOTON INTERACTIVE, INC 484 143
    PENN NATIONAL GAMING 308 207
    PENN VIRGINIA CORPORATION 789 1,238
    PENTAIR INC. COM 229 511
    PENUMBRA INC 6,920 11,493
    PEPSICO INC 1,811 2,953
    PERNOD RICARD S A SPONSORED AD 1,325 2,812
    PERRIGO CO PLC 1,280 350
    PERSIMMON PLC ADR 669 871
    PFIZER INC 2,093 4,252
    PHILIP MORRIS INTL 2,082 2,280
    PHILLIPS 66 1,590 1,087
    PINTEREST INC 553 254
    PLUG POWER INC 664 282
    PNC FINANCIAL GROUP INC 416 1,404
    PORSCHE AUTOMOBILE HOLDING SE 1,273 1,427
    POTLATCH CORP 235 422
    POWER ASSETS HLDGS SPON ADR RE 2,685 2,490
    PPL CORPORATION 369 301
    PRIMO WATER CORPORATION 8,285 8,956
    PRINCIPAL FINANCIAL GROUP 439 723
    PROCTER GAMBLE CO 2,427 5,071
    PROGRESSIVE CORP OHIO 652 1,027
    PROGYNY ORD SHS 113 252
    PROLOGIS 6,431 17,004
    PROSUS NV ADR 4,519 3,721
    PRUDENTIAL FINCL INC 637 866
    PRUDENTIAL PLC SC 3,494 2,582
    PRYSMIAN SPA MILANO 1,367 1,618
    PT BK MANDIR PRS UNSP/ADR 10,490 11,313
    PUBLICIS GROUPE S.A 1,742 1,775
    PVH CORP 220 320
    QBE INSURANCE GP UNSP/ADR 1,876 1,941
    QIAGEN NV 195 389
    QORVO INC 152 469
    QUALCOMM INC 1,134 2,926
    RAKUTEN SP ADR 684 670
    RAYTHEON TECHNOLOGIES CORP 1,463 2,152
    REALTY INCOME CORP 459 644
    RECKITT BENCKISER GROUP 3,474 3,308
    RECRUIT HOLDINGS CO 2,774 5,018
    RED ELECTRICA DE ESPANA SA 1,839 1,824
    REGAL BELOITE CP 9,721 11,232
    REGENCY CENTERS CORP 404 452
    REGENERON PHARMACEUTICALS INC 514 632
    REGIONS FINANCIAL CORP 301 698
    RELX PLC 2,441 3,881
    RENAULT SA 1,944 1,194
    RENESAS ELECTRONICS CORP 973 1,085
    RENTOKIL INITIAL PLC SPON ADR 692 682
    RESIDEO TECHNOLOGIESINC COM 124 182
    RESMED INC 208 1,042
    RESTORATION HARDWARE 146 536
    RETAIL VALUE ORD 180 19
    RIO TINTO PLC SPONSORED ADR 7,235 6,761
    ROBERT HALF INTL INC 227 446
    ROCHE HOLDING LTD ADR 21,398 28,636
    ROKU INC 337 456
    ROLLS ROYCE GRP PLC S/ADR 1,123 948
    ROPER INDUSTRIES 8,224 10,329
    ROSS STORES, INC 328 800
    ROYAL CARRIBEAN CRUISE 490 385
    ROYAL GOLD INC COM 352 421
    RPC INC 321 95
    RPM INTERNATIONAL INC 215 505
    RYERSON INC 117 208
    RYOHIN KEIKAKU 1,121 519
    S&P GLOBAL INC COM 577 1,888
    SAFRAN SA - UNSPON ADR 1,520 2,692
    SALESFORCE.COM 14,956 21,601
    SAMPO PLC UNSPONSORED ADR 1,707 2,132
    SANDS CHINA LTD UNSP ADR 638 484
    SANDVIK AB SPONS ADR 856 2,767
    SANDY SPRING BANCORP INC 339 625
    SANOFI-AVENTIS SPONSORED ADR 5,333 5,912
    SAP AKTIENGESELL ADS 5,392 7,986
    SBA COMMUNICATIONS CORP 544 1,167
    SCHNEIDER ELEC UNSP/ADR 1,582 5,450
    SEA LTD 2,359 1,790
    SEAGEN INC 6,851 6,802
    SEALED AIR CORP 301 472
    SECOM CO LTD ADR OTC 880 901
    SEI INVESTMENTS 559 670
    SEIKO EPSON CORP ADR 1,099 1,205
    SEKISUI HOUSE LTD 1,439 1,847
    SEMPRA ENERGY COM 372 529
    SERVICE NOW 251 1,947
    SEVEN & I HOLDINGS C 3,339 3,514
    SHERWIN-WILLIAMS CO 392 1,056
    SHIMANO INC UNSP ADR EACH REPR 743 1,390
    SHIN-ETSU CHEMICAL C 1,135 3,647
    SHIONOGI & CO LTD 1,043 1,096
    SHISEIDO CO LTD 747 1,508
    SHOALS TECHNOLOGIES GROUP 6,494 5,152
    SIEMENS AG 10,316 15,848
    SIGNET GROUP PLC SPONS ADR NAS 249 174
    SIKA AG BEARER SHS 3,091 4,364
    SIMMONS FIRST NATIONAL CORP 306 414
    SIMON PPTY GROUP INC 678 799
    SINGAPORE TELE ADR 2,166 1,375
    SKECHERS U S A INC CL A 262 391
    SKF AB ADR 868 833
    SKYWORKS SOLUTIONS, INC 247 465
    SL GREEN REALTY CORP 340 215
    SMC CORPORATION 884 2,271
    SMITH & NEPHEW PLC ADR 945 935
    SMITHS GROUP ORD 37.5P 550 858
    SNAP ON INC 337 431
    SNOWFLAKE INC 8,283 9,824
    SOCIETE GENERLE FRNCE ADR 2,796 2,089
    SODEXHO ALLIANCE SA SP ADR 1,334 1,188
    SOFTBANK ADR 1,162 1,108
    SOFTBANK CP UNSP ADR 1,460 2,790
    SOLAREDGE TECHNOLOGIES INC 8,286 9,539
    SONIC HEALTHCARE LTD SHS 1,110 2,859
    SONOVA HOLDING AG AD 819 864
    SONY GROUP CORP 1,504 7,710
    SOUTH STATE CORPORATION 103 160
    SOUTHWEST AIRLINES 293 300
    SPARK NEW ZEALAND SPON ADR 635 640
    SPECTRIS PLC 8,705 11,432
    SPIRE INC 235 261
    SPLUNK INC 172 347
    SPOTIFY TECHNOLOGY SA 537 468
    SPROUTS FARMERS MARKET INC 4,615 5,135
    SS&C TECHNOLOGIES INC 232 574
    STAAR SURGICAL ORD SHS 407 274
    STANLEY BLACK & DECKER INC 411 754
    STARBUCKS CORP COM 8,342 14,387
    STATE STREET CORPORATION 390 558
    STELLANTIS ORD SHS 1,850 2,964
    STEPAN CO 143 373
    STERICYCLE INC 823 417
    STMICROELECTRONICS 840 1,809
    STORA ENSO OYJ 416 842
    STRYKER CORPORATION 539 1,605
    SUBARU CORPORATION 1,110 998
    SUEZ SPONSORED ADR 498 776
    SUMITOMO CHEMICAL CO 1,907 1,603
    SUMITOMO METAL 1,434 2,395
    SUMITOMO MITSUI FINCL GRP 2,347 2,085
    SUMITOMO MITSUI TR HOLDINGS SP 985 883
    SUN HUNG KAI PY LTD S/ADR 3,106 2,696
    SUNRUN INC 6,930 5,934
    SUNTORY BEVERAGE & FOOD LTD AD 925 759
    SUZANO SA 8,029 8,327
    SUZUKI MOTOR CORP UNSP ADR 1,681 1,233
    SVB FINANCIAL GROUP 6,202 19,669
    SVENSKA HANDELSBK UNS ADR 892 725
    SWATCH GROUP AG 958 646
    SWEDBANK AB S/ADR 1,013 926
    SWEDISH MATCH AB FRUEHER SVENS 1,504 1,462
    SWEETGREEN INC CL A 4,388 3,776
    SWIRE PAC LTD A S/ADR 3,280 1,790
    SWISS RE LTD ADR 1,637 1,735
    SYMRISE AG UNSPONSORED 796 1,409
    SYNCHRONY FINANCIAL 247 418
    SYNEOS HEALTH INC 9,377 12,527
    SYNOVUS FINL CP 409 670
    SYSCO CORP 199 393
    SYSMEX CORP UNSP ASDR 1,425 2,101
    T&D HOLDINGS INC TOKYO 187 251
    T-MOBILE US INC 409 812
    T. ROWE PRICE GROUP 215 590
    TAIWAN SEMICONDUCTOR MFG CO LT 7,027 14,918
    TAKE-TWO INTERACTIVE SOFTWARE 67 355
    TAKEDA PHARMACEUTICAL COMPANY 4,119 2,508
    TAPESTRY INC 269 325
    TARGA RESOURCES CORP 215 313
    TARGET CORPORATION 662 2,083
    TDK CORP 727 1,331
    TECHTRONIC INDS SPD ADR 450 2,187
    TELADOC INC 401 275
    TELECOM ITALIA SPA ADR 773 820
    TELEFONICA S A ADR 2,239 1,518
    TELEFONOS DE MEX L 217 362
    TELENOR ASA 512 549
    TELEPERFORMANCE SA 836 891
    TELIASONERA ADR 1,587 1,242
    TELSTRA CORPORATION 2,775 2,092
    TENARIS SA-ADR 2,651 2,253
    TERADATA CORPORATION 158 255
    TERNA RETE ELETTRICA 1,893 2,676
    TESCO PLC S ADR 1,797 2,418
    TESLA MOTORS INC 492 11,625
    TEVA PHARMACEUTICAL INDUSTRIES 1,149 945
    TEXAS INSTRUMENTS INC 589 2,262
    TEXAS PACIFIC LAND CORPORATION 1,285 1,249
    TEXTRON INC 248 463
    THE BLACKSTONE GROUP INC CL A 986 1,035
    THE COCA-COLA CO 2,022 2,842
    THE JM SMUCKER COMPANY 610 679
    THE MOSAIC CO 283 393
    THE TRADE DESK INC 462 550
    THERMO FISHER SCIENTIFIC INC 832 4,003
    TIAA-CREF SOCIAL CHOICE BOND F 208,828 203,375
    TJX COMPANIES INC 568 1,291
    TOKIO MARINE HOLDINGS INC 1,944 2,801
    TOKYO ELECTRON LTD 470 4,461
    TORAY INDUSTRIES INC 2,219 1,408
    TOSHIBA CORP UNSP/ADR 592 1,187
    TPI COMPOSITES INC 4,114 3,112
    TRACTOR SUPPLY CO COM 167 477
    TRANE TECHNOLOGIES PLC 7,169 16,162
    TRAVELERS COMPANIES INC 10,647 13,297
    TREASURY WINE ESTATES ADR 1,007 1,210
    TREND MICRO INCORPORATED ADS 526 724
    TRICO BANCSHARES 371 601
    TRIMBLE NAV LTD 129 523
    TRUIST FINANCIAL CORPORATION 695 1,288
    TWILIO INC 671 527
    TWIST BIOSCIENCE CORP 399 232
    TWITTER INC 337 648
    TYLER TECHNOLOGIES, INC 167 538
    TYSON FOODS INC CL A 317 523
    UBER 920 1,090
    UBISOFT ENTERTAIN UNSP ADR EAC 1,349 565
    UBS AG 4,416 4,968
    UBS SUSTAINABLE DEVELOPMENT BA 258,799 252,778
    ULTA SALON, COSMETICS & FRAGRA 181 412
    UMICORE SA 988 729
    UNICHARM CORP - SPN ADR 656 1,410
    UNICREDIT SPA 3,699 2,964
    UNILEVER PLC AMER 21,266 21,139
    UNION PACIFIC 867 2,771
    UNITED CONTINENTAL HOLDINGS IN 444 350
    UNITED OVRSEAS BK LTD ADR 1,075 1,562
    UNITED PARCEL SERVICE 1,049 2,143
    UNITED STATES STEEL CORP 92 167
    UNITED THERAPEUTICS CORP 182 432
    UNITED UTILITS ADR 1,686 2,147
    UNITEDHEALTH GROUP INC 904 6,026
    UNITY SOFTWARE INC 413 429
    UNIVERSAL HLTH SVC B 353 389
    UPM KYMMENE CORP 484 992
    UPSTART HOLDINGS ORD SHS 330 151
    US BANCORP 1,083 1,404
    USD CYRUSONE INC 288 359
    V F CORP 13,805 12,960
    VAIL RESORTS INC 124 328
    VALEO SA SPONS ADR 673 578
    VALERO ENERGY CORP 1,095 1,052
    VALVOLINE INC 223 447
    VAREX IMAGING CORPORATION 97 126
    VEEVA SYSTEMS INC 202 511
    VEOLIA ENVIRONN ADS 1,797 2,870
    VERISK ANALYTICS, INC 8,189 13,038
    VERIZON COMMUNICATIONS 2,196 2,494
    VERTEX PHARMCTLS INC 490 878
    VESTAS WIND SYS UNSP/ADR 892 1,932
    VIACOMCBS INC 546 241
    VIATRIS ORD SHS 457 392
    VICTORIA S SECRET ORD SHS 174 222
    VIKING THERAPEUTICS INC 394 267
    VINCI SA ADR 3,167 3,868
    VISA INC 1,586 4,551
    VIVENDI SA 1,672 863
    VMWARE INC 9,878 8,227
    VODAFONE GROUP PLC 6,366 3,076
    VOLKSWAGEN AG 808 1,168
    VOLKSWAGEN AG ADR 1,539 2,169
    VOLVO AS-A ADR 1,151 2,886
    VONOVIA SE 3,711 3,026
    VONTIER CORPORATION 137 277
    VORNADO RLTY TR 633 335
    VULCAN MATERIALS CO 369 830
    W&T OFFSHORE, INC. 1,436 1,153
    WABTEC 14,072 17,225
    WAL-MART STORES INC 1,103 2,604
    WALT DISNEY HOLDINGS CO 1,414 3,717
    WASHINGTON FED INC 277 401
    WASTE MANAGEMENT INC 262 835
    WAYFAIR INC 169 190
    WEC ENERGY GROUP, INC 460 874
    WELLS FARGO & CO 2,632 2,447
    WELLTOWER INC. 325 515
    WESFARMERS LTD ADR 2,540 3,711
    WEST JAPAN RAILWAY C 1,821 1,045
    WESTERN DIGITAL CORP 254 391
    WESTPAC BANKING CP 4,700 3,300
    WHIRLPOOL CORP 298 469
    WHITEBREAD PLC AMERICAN 1,287 1,052
    WILLIAMS COS 714 963
    WILLIS TOWERS WATSON PUBLIC LT 292 475
    WILMAR INTERNATIONAL LTD 987 1,500
    WIX COM LTD 1,288 789
    WOLFSPEED INC 7,061 14,418
    WOLTERS KLUWER S/ADR 524 1,418
    WOODWARD INC 199 438
    WORKDAY INC 155 546
    WPP PLC 2,997 1,964
    WYNN RESORTS 282 255
    XCEL ENERGY INC 532 677
    XPO LOGISTICS INC 130 310
    XYLEM INC 8,555 13,071
    YAMAHA CORP SPONS ADR 633 543
    YARA INTERNATIONAL ASA 1,172 1,367
    YASKAWA ELEC CORP 782 792
    YUM BRANDS INC 352 972
    Z HOLDINGS CORP 874 1,243
    ZALANDO SE 378 970
    ZILLOW GROUP, INC (CL A) 139 249
    ZIMMER BIOMET HOLDINGS 284 508
    ZOETIS INC 377 1,952
    ZOGENIX INC 489 163
    ZOOM VIDEO COMMUNICATIONS INC 1,539 552
    ZURICH INS GROU ADR 1,497 2,464

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BRIDGE WORKFORCE AND AFFORDABL   108,534 146,477
    BRIDGE WORKFORCE AND AFFORDABL   164,730 421,691
    CIBUS CLARA FUND LP   209,442 318,970
    RETHINK IMPACT LP   199,806 576,391

    TY 2021 OtherExpensesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 28,660     28,660
    Bank Charges 2,164 2,164    
    K-1 Exp BRIDGE WORKFORCE AND A 88 88    
    K-1 Exp BRIDGE WORKFORCE AND A 799 798    
    K-1 Exp CIBUS CLARA FUND LP 5,535 5,535    
    K-1 Exp RETHINK IMPACT LP 2,668 2,668    
    State or Local Filing Fees 10     10
    PLACEMENT FEES 5,000 5,000    


    TY 2021 OtherIncomeSchedule2
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss BRIDGE WORKFORCE AND AFFORDABLE HOUSI -13,346 -6,743  
    K-1 Inc/Loss BRIDGE WORKFORCE AND AFFORDABLE HOUSI -16,855 -6,638  
    K-1 Inc/Loss CIBUS CLARA FUND LP 1,123 1,123  
    K-1 Inc/Loss RETHINK IMPACT LP 1,159 1,159  


    TY 2021 OtherIncreasesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Description Amount
    RETURNED GRANT 500


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 51,134 51,134    


    TY 2021 TaxesSchedule
    Name:
    Seidman Family Foundation
    EIN:
    13-6098204
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 3,900      
    990-PF Extension for 2020 2,530      
    Foreign Tax Paid 6,742 6,742    
    State Income Tax 2020 50