Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE WALSH FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2421 WEST 65TH STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MISSION HILLS, KS66208
A Employer identification number

26-3002122
B Telephone number (see instructions)

(913) 897-0190
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$3,718,587
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 145,595 145,595  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 189,326
b Gross sales price for all assets on line 6a 1,245,165
7 Capital gain net income (from Part IV, line 2)... 189,326
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 334,921 334,921 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 25,000 0 0 25,000
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 6,850 3,425 0 3,425
c Other professional fees (attach schedule).... 20,062 20,062 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 8,939 1,132 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,569 0 0 1,031
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 62,420 24,619 0 29,456
25 Contributions, gifts, grants paid....... 400,000 400,000
26 Total expenses and disbursements. Add lines 24 and 25 462,420 24,619 0 429,456
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -127,499
b Net investment income (if negative, enter -0-) 310,302
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 61,939 151,684 151,684
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 770,363 Click to see attachment648,359 1,042,598
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,491,352 Click to see attachment2,394,545 2,524,305
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,323,654 3,194,588 3,718,587
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........ 3,323,654 3,194,588
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 3,323,654 3,194,588
30 Total liabilities and net assets/fund balances (see instructions). 3,323,654 3,194,588
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,323,654
2
Enter amount from Part I, line 27a .....................
2
-127,499
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,196,155
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
1,567
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,194,588
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 MORGAN STANLEY #77739535 ST COVERED     2021-12-31
b MORGAN STANLEY #77739535 LT COVERED     2021-12-31
c MORGAN STANLEY #77739535 NONCOVERED     2021-12-31
d SALE OF BITCOIN   2021-03-15 2021-12-31
e ULD OTHER INCOME OR LOSS     2021-12-31
(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 347,531   329,634 17,897
b 709,104   522,429 186,675
c 9,078   1,934 7,144
d 179,452   201,239 -21,787
e     603 -603
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       17,897
b       186,675
c       7,144
d       -21,787
e       -603
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 2 189,326
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 -4,493
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,313
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,313
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,500
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 8
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 5,179
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,179 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletKS
    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 .Click to see attachment
    8b
     
    No
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletHAILEE A BLAND-WALSH Telephone no.bullet (816) 569-2314

    Located atbullet2421 WEST 65TH STREETMISSION HILLS KSKS ZIP+4bullet66208
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TERESA K WALSH PRESIDENT/DIRECTOR
    1.00
    0 0 0
    2101 W 59TH STREET
    MISSION HILLS,KS66208
    THOMAS J WALSH VP, SECY, TREASURER, DIRECTOR
    1.00
    0 0 0
    2101 W 59TH STREET
    MISSION HILLS,KS66208
    HAILEE A BLAND-WALSH DIRECTOR
    1.00
    25,000 0 0
    2421 WEST 65TH STREET
    MISSION HILLS,KS66208
    KELSEY W PERRY DIRECTOR
    1.00
    0 0 0
    3140 TOMAHAWK ROAD
    MISSION HILLS,KS66208
    SPENCER WALSH DIRECTOR
    1.00
    0 0 0
    2412 WEST 71ST STREET
    PRAIRIE VILLAGE,KS66208
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,602,440
    b
    Average of monthly cash balances.......................
    1b
    212,770
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,815,210
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    3,815,210
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    57,228
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,757,982
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    187,899
    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
    187,899
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,313
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,313
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    183,586
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    183,586
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    183,586
    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 7 183,586
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 133,087
    b From 2017...... 33,947
    c From 2018...... 102,975
    d From 2019...... 348,438
    e From 2020...... 320,946
    f Total of lines 3a through e ........ 939,393
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 429,456
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 183,586
    e Remaining amount distributed out of corpus 245,870
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,185,263
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    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) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    133,087
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    1,052,176
    10 Analysis of line 9:
    a Excess from 2017.... 33,947
    b Excess from 2018.... 102,975
    c Excess from 2019.... 348,438
    d Excess from 2020.... 320,946
    e Excess from 2021.... 245,870
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    CHILDRENS MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108
    NO RELATIONSHIP PC IMPROVE THE HEALTH AND WELL-BEING OF CHILDREN BY PROVIDING COMPREHENSIVE FAMILY-CENTERED HEALTH CARE, COMMITTING TO THE HIGHEST LEVEL OF CLINICAL AND PSYCHOSOCIAL CARE, AND EXHIBITING RESEARCH, EDUCATIONAL AND SERVICE EXCELLENCE. 50,000
    KAUFFMAN CENTER FOR PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64108
    NO RELATIONSHIP PC SUPPORTS THE NATIONAL GEOGRAPHIC LIVE PROGRAM 250,000
    UNIVERSITY OF KANSAS MEDICAL CENTER
    3901 RAINBOW BLVD
    KANSAS CITY,MO66160
    NO RELATIONSHIP PC TO FUND THE NAVIGATOR PROGRAM 100,000
    Total .................................bullet 3a 400,000
    bApproved for future payment
    UNIVERSITY OF KANSAS MEDICAL CENTER
    3901 RAINBOW BLVD
    KANSAS CITY,MO66160
    NO RELATIONSHIP PC TO FUND THE NAVIGATOR PROGRAM 100,000
    Total .................................bullet 3b 100,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 189,326  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 334,921 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    334,921
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP 6,850 3,425 0 3,425

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Statement:
    FOUNDATION IS EXEMPT FROM FILING UNDER THE KANSAS REGULATIONS

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AAC TECHNOLOGIES HLDGINC (AACAY) 1,264 824
    AAON INC (AAON) 1,495 2,303
    ADOBE INC (ADBE) 3,185 6,805
    ADVANCE AUTOPARTS (AAP) 1,377 3,358
    ADYEN NV UNSPONSRED ADR (ADYEY) 2,892 9,238
    AIA GROUP LTD SPON ADR (AAGIY) 4,579 7,621
    AIR LIQUIDE ADR (AIQUY) 1,366 2,685
    ALARM COM HLDGS INC COM (ALRM) 1,637 3,138
    ALBANY INTL A NEW (AIN) 2,640 4,157
    ALCON INC (ALC) 4,832 7,318
    ALFA LAVAL AB-UNSPONS ADR (ALFVY) 1,642 4,154
    ALIBABA GROUP HLDGLTD (BABA) 4,276 2,613
    ALLEGIANT TRAVEL CO (ALGT) 1,719 2,057
    ALLIANZ SE ADR (ALIZY) 6,567 8,075
    AMAZON COM INC (AMZN) 10,136 20,006
    AMBEV SA SPONSORED ADR (ABEV) 2,876 2,730
    AMER INTL GP INC NEW (AIG) 2,810 6,311
    AMERICA MOVIL SA DE CV ADR L (AMX) 1,430 2,364
    ANGLOAMERN PLC SPONSORED ADR (NGLOY) 488 1,070
    ANHUI CONCH CEMENT ADR (AHCHY) 1,668 1,628
    APPLE INC (AAPL) 3,761 10,477
    APTIV PLC(APTV) 1,247 3,464
    ARCHER DANIELS MIDLAND (ADM) 3,924 6,759
    ARMSTRONGWORLD INDS INC NEW (AWI) 3,132 4,761
    ASE TECHNOLOGY HLDGCOLTD ADR (ASX) 2,831 2,819
    ASM PACIFIC (ASMVY) 1,497 1,482
    ASML HOLDINGNV NYREGNEW (ASML) 2,270 3,981
    ATLAS COPCOAS A ADR A NEW (ATLKY) 3,013 11,090
    ATLASSIAN CORP PLC CL A(TEAM) 2,583 4,575
    AXOS FINL INC (AX) 792 1,677
    AZENTA INC (AZTA) 2,932 10,002
    BADGER METER INC (BMI) 991 2,025
    BALCHEM CP (BCPC) 1,893 3,203
    BANCOBILBAOVIZ ARGSA ADS (BBVA) 3,018 3,457
    BANCODOBRASIL SA SPON ADR (BDORY) 1,072 1,612
    BANK OF HAWAII CORP (BOH) 4,756 5,109
    BARNES GROUP INCORPORATED (B) 1,231 1,025
    BAXTER INTL INC (BAX) 5,973 6,266
    BB SEGURIDADE PARTICIPACOES (BBSEY) 1,842 1,340
    BHP GROUP LIMITED ADR (BHP) 7,996 6,397
    BIDVEST GROUP LTD SPONS ADR (BDVSY) 837 983
    BIO-TECHNE CORP (TECH) 1,644 4,139
    BIOLIFE SOLUTIONS INC (BLFS) 1,918 1,714
    BIOMARIN PHARMAC SE (BMRN) 2,005 2,120
    BLACKBAUD INC (BLKB) 1,604 1,580
    BLACKLINE INC (BL) 1,231 2,692
    BOTTOMLINE TECH DE INC (EPAY) 1,145 1,581
    BRIGHT HORIZONS FAMILYSOLUT (BFAM) 2,620 2,266
    BROADCOM INC (AVGO) 920 8,650
    CANADIAN NATL RAILWAYCO (CNI) 978 2,949
    CDWCORPORATION (CDW) 781 2,253
    CERENCE INC (CRNC) 1,309 1,609
    CHECK POINT SOFTWARE TECH LTD (CHKP) 3,963 5,945
    CHEESE CAKE FACTORY INC (CAKE) 1,951 4,424
    CHINA CONSTRUCTION BANK CORP (CICHY) 2,768 2,844
    CHINA MERCHANTS BK COLTD UNSP (CIHKY) 1,249 1,858
    CHINA SHENHUA ENERGYLTD ADR (CSUAY) 603 998
    CHUGAI PHARMACEUTIC UNSP ADR (CHGCY) 2,191 3,305
    CIGNA CORP (CI) 4,779 5,970
    CISCOSYS INC (CSCO) 4,020 7,097
    COGNIZANT TECH SOLUTIONS CL A(CTSH) 4,196 6,565
    COMCAST CORP (NEW) CLASS A(CMCSA) 1,633 6,040
    COMMERCIAL INTL BNK LTD SP ADR (CIBEY) 1,104 1,615
    CONAGRA BRANDS INC (CAG) 5,567 6,079
    CONOCOPHILLIPS (COP) 4,114 8,301
    CONSTRUCTION PARTNERS INC C-A (ROAD) 3,463 4,000
    CVS HEALTH CORP COM (CVS) 4,844 7,943
    DASSAULT SYSTEMS SA ADS (DASTY) 2,352 8,833
    DBS GROUP HOLDINGS LTD SP (DBSDY) 3,871 8,373
    DESCARTES SYSTEMS GROUP INC (DSGX) 1,598 3,390
    DEXCOM INC (DXCM) 1,818 2,685
    DIAGEOPLC SPON ADR NEW (DEO) 2,676 3,742
    DISCOVER FINCL SVCS (DFS) 4,487 6,125
    DOLLAR GEN CORP NEWCOM (DG) 5,843 6,367
    DOLLAR TREE INC (DLTR) 4,313 7,167
    DONALDSON CO INC (DCI) 1,282 1,363
    DORMAN PRODUCTS, INC (DORM) 1,170 1,808
    DOVER CORP (DOV) 5,958 6,356
    DUPONT DE NEMOURS INC (DD) 3,344 6,301
    EATON CORP PLC SHS (ETN) 2,947 3,284
    EDISON INTERNATIONAL (EIX) 5,175 6,620
    ENGIE BRASIL ENERGIA SAADR (EGIEY) 1,243 964
    ENN ENERGYHOLDINGS LTD UNSPON (XNGSY) 4,153 4,358
    ENVESTNET INC (ENV) 2,036 2,539
    EPIROC AKTIEBOLAGADR (EPOKY) 1,824 5,147
    EPLUS INC (PLUS) 1,344 1,832
    EQUINIX INC (EQIX) 1,854 4,229
    EQUITYRESIDENTIAL (EQR) 4,899 7,331
    ESCOTECHNOLOGIES (ESE) 2,103 2,340
    EVERTEC INC (EVTC) 3,156 4,448
    EVOPMTS INC CL A(EVOP) 1,572 1,485
    EVOQUA WATER TECHNOLOGIES CORP (AQUA) 797 1,356
    EXLSERVICE HLDGS INC (EXLS) 1,297 3,619
    EXPONENT INC (EXPO) 2,382 4,319
    FAIR ISAAC & CO INC (FICO) 2,641 3,469
    FANUC CORPORATION UNSP ADR (FANUY) 1,495 2,214
    FIDELITYNATL INFORMATION SE (FIS) 10,074 8,405
    FIRST FINANCIAL BANKSHARES INC (FFIN) 2,036 4,321
    FOMENTOECONOMICOMEXICANO (FMX) 3,797 3,886
    FOXFACTORYHOLDINGCORP (FOXF) 1,943 5,783
    FUCHS PETROLUB AGUNSPON ADR (FUPBY) 584 696
    GALP ENERGIA SA LISBOA ADR (GLPEY) 1,997 1,705
    GLOBUS MEDICAL INC A(GMED) 3,843 4,476
    GRACO INC (GGG) 2,571 4,837
    GREEK ORGANISATION OF FOOTBALL (GOFPY) 1,116 1,185
    GRUPOFINANCIEROBANORTE SAB (GBOOY) 1,152 1,396
    HAIER SMART HOME COLTD ADR (HSHCY) 2,882 3,234
    HDFC BANK LTD ADR (HDB) 1,866 2,798
    HEALTHEQUITY INC COM (HQY) 1,424 1,106
    HENGAN INTL GROUP COLTD ADR (HEGIY) 2,596 1,722
    HIMAXTECHNOLOGIES, INC. (HIMX) 1,085 1,343
    HOME DEPOT INC (HD) 2,236 5,395
    HONEYWELL INTL INC (HON) 5,933 6,047
    HOULIHAN LOKEY INC CL A(HLI) 1,957 5,797
    I3 VERTICALS INC COM CL A (IIIV) 1,541 1,459
    ICICI BANK LTD (IBN) 1,852 5,205
    IHS MARKIT LTD (INFO) 1,824 4,652
    INFINEON TECHNOLOGIES AG(IFNNY) 3,299 8,786
    INFOSYS LIMITED ADR (INFY) 255 759
    INTUITIVE SURGICAL INC (ISRG) 2,380 2,515
    J&J SNACK FOODS (JJSF) 2,163 2,053
    JACK HENRY& ASSOC INC (JKHY) 1,579 2,171
    JOHN BEAN TECHNOLOGIES CORP (JBT) 2,333 3,532
    JOHNSON & JOHNSON (JNJ) 3,694 6,330
    KASIKORNBANK PUB COLTD UNSPON (KPCPY) 861 993
    KB FINANCIAL GRP INC SONS ADR (KB) 1,251 2,216
    KIMBERLYCLARK SPON ADR (KCDMY) 1,011 1,030
    KINSALE CAP GROUP INC (KNSL) 1,752 4,758
    KOMATSU LTD SPON ADR NEW (KMTUY) 2,367 2,991
    KUBOTA CP ADR (KUBTY) 2,999 4,357
    L OREAL COADR (LRLCY) 4,344 10,305
    LANDSTAR SYSTEM INC (LSTR) 1,667 4,476
    LEMAITRE VASCULAR INC (LMAT) 876 1,356
    LENOVOGROUP LTD SPONS ADR (LNVGY) 1,321 1,402
    LESLIES INC (LESL) 5,194 5,536
    LHC GRP (LHCG) 2,361 2,470
    LIFE HEALTHCARE GRP HLDGS LTD (LTGHY) 1,103 1,324
    LINDE PLC(LIN) 1,550 3,458
    LONZA GROUP AGZUERICH ADR (LZAGY) 2,265 6,764
    MARTEN TRANSPORT LTD (MRTN) 1,407 1,716
    MASIMOCORPORATION (MASI) 1,553 3,221
    MERCK & CO INC NEWCOM (MRK) 3,921 5,825
    META PLATFORMS INC CL A(FB) 6,104 13,790
    METLIFE INCORPORATED (MET) 5,485 6,249
    MGM GROWTH PROPERTIES LLC (MGP) 3,535 5,678
    MICROSOFT CORP (MSFT) 5,631 14,125
    MOBILE TELESYSTEMS PUB JT ADR (MBT) 1,050 994
    MONDI PLC ADR (MONDY) 775 990
    MONSTER BEVERAGE CORP NEWCOM (MNST) 2,308 3,361
    MOTOROLA SOLUTIONS INC (MSI) 4,239 7,064
    NATL BEVERAGE CORP (FIZZ) 2,028 3,717
    NEDBANK GRP LTD SPON ADR (NDBKY) 966 1,330
    NEOGEN CP (NEOG) 1,762 2,452
    NESTLE SPON ADR REP REGSHR (NSRGY) 2,690 6,738
    NETFLIX INC (NFLX) 4,602 4,820
    NIKE INC B (NKE) 3,798 4,000
    NITORI HLDGS COLTD ADR (NCLTY) 3,178 3,031
    NORTHROP GRUMMAN CP(HLDGCO) (NOC) 2,798 6,967
    NOVANTA INC (NOVT) 1,482 3,174
    NOVOZYMES A/S UNSPONS APR (NVZMY) 1,645 3,075
    NVIDIA CORPORATION (NVDA) 1,762 10,000
    NXP SEMICONDUCTORS NV (NXPI) 1,521 2,961
    OLLIES BARGAIN OUTLET HLDGINC (OLLI) 1,789 1,382
    OMNICELL INC (OMCL) 1,988 4,872
    ONTO INNOVATION INC (ONTO) 2,565 3,746
    ORACLE CORP (ORCL) 3,514 6,192
    PACIFIC PREMIER BANCORP INC (PPBI) 995 1,401
    PALOALTONETWORKS INC (PANW) 1,686 6,681
    PALOMAR HLDGS INC (PLMR) 640 648
    PAYPAL HLDGS INC COM (PYPL) 2,252 2,263
    PERFICIENT INC (PRFT) 696 2,069
    PETIQ INC COM CL A(PETQ) 981 1,022
    PETROLEOBRASILEIROSA (PBR) 1,786 1,691
    PHARMACEUTICAL GRP LTD (CSPCY) 3,889 3,479
    PINGAN INSURANCE ADR (PNGAY) 5,529 3,857
    PJSC GAZPROM SPON ADR (OGZPY) 686 1,020
    PJSC LUKOIL SPONSORED ADR (LUKOY) 3,454 6,376
    POOL CORP (POOL) 3,281 3,962
    PRIMERICA INC (PRI) 2,462 3,525
    PT ASTRA INTERNATIONAL TBK ADR (PTAIY) 1,419 1,331
    PTBKMANDIRI PERSEROTBK UNSP (PPERY) 1,366 1,975
    PT TELEKOMUNIKASI INDONESIA (TLK) 4,386 5,711
    Q2 HOLDINGS INC (QTWO) 1,672 1,907
    RAYTHEON TECHNOLOGIES CORP (RTX) 6,638 9,725
    RBC BEARINGS INC (ROLL) 4,826 7,877
    RIOTINTOPLC SPON ADR (RIO) 3,492 4,887
    RLI CORP (RLI) 1,791 3,251
    ROCHE HOLDINGS ADR (RHHBY) 3,071 8,012
    ROGERS CORP (ROG) 1,077 2,457
    ROYAL DUTCH SHELL PLC CL B (RDS'B) 3,545 3,425
    SALESFORCE.COM,INC. (CRM) 4,609 7,116
    SANLAM LTD ADR (SLLDY) 564 657
    SAP AG(SAP) 4,261 7,566
    SBERBANK RUSSIA SPONSORED ADR (SBRCY) 334 1,307
    SCHNEIDER ELEC SA UNSP ADR (SBGSY) 4,003 8,548
    SEA LIMITED ADR (SE) 2,591 2,685
    SEMTECH CORP (SMTC) 1,229 1,423
    SGS SA ADR (SGSOY) 2,059 2,706
    SHINHAN FINANCIAL GROUP COLTD (SHG) 1,218 1,267
    SHIONOGI & COLTD UNSPONS ADR (SGIOY) 3,555 4,416
    SINOPHARM GROUP COLTD ADR (SHTDY) 1,622 1,394
    SITEONE LANDSCAPE SUPPLY INC (SITE) 2,365 10,418
    SONOVA HLDGAGUNSP ADR (SONVY) 1,235 3,455
    SPLUNK INC (SPLK) 3,473 3,009
    STAAR SURGICAL CONEW (STAA) 716 1,917
    STANDARD BANK GROUP LTD SPON (SGBLY) 665 957
    SYMRISE AGUNSPONS ADR (SYIEY) 1,979 4,448
    SYSMEXCORP UNSPON ADR (SSMXY) 2,093 5,151
    TACTILE SYSTEMS TECH INC (TCMD) 2,318 932
    TAIWAN SMCNDCTR MFGCOLTD ADR (TSM) 1,574 11,550
    TENCENT HLDGS LTD UNSPON ADR (TCEHY) 6,686 7,929
    TERMINIXGLOBAL HOLDINGS INC (TMX) 2,875 4,297
    TEXAS ROADHOUSE INC CL A(TXRH) 1,334 2,143
    THE SCOTTS MIRACLE-GROCOMPANY (SMG) 2,465 6,601
    THERMOFISHER SCIENTIFIC (TMO) 3,095 8,007
    THOR INDUSTRIES INC (THO) 3,189 5,292
    TINGYI CAYMAN ISLANDS HLDGS CO (TYCMY) 1,109 1,228
    TJXCOS INC NEW (TJX) 5,953 6,150
    TRACTOR SUPPLYCO (TSCO) 2,470 3,579
    TREXCOMPANY INC (TREX) 1,716 4,726
    TRUIST FINL CORP (TFC) 4,397 6,148
    TYLER TECHNOLOGIES INC (TYL) 824 1,614
    USBANCORP COM NEW (USB) 5,947 6,010
    UBER TECHNOLOGIES INC (UBER) 2,039 3,732
    UIPATH INC CL A(PATH) 1,962 1,337
    ULTA BEAUTY INC (ULTA) 1,816 3,711
    UNICHARM CORP UNSPON ADR (UNICY) 4,026 5,271
    UNIFIRST CP (UNF) 2,026 2,525
    UNILEVER PLC(NEW) ADS (UL) 5,503 6,132
    UNITED PARCEL SER INC CL-B (UPS) 2,368 5,144
    UNITEDHEALTH GP INC (UNH) 608 8,536
    VALE S.A (VALE) 1,029 1,037
    VERIZON COMMUNICATIONS (VZ) 5,170 5,716
    VIATRIS INC (VTRS) 7,980 6,210
    VIBRA ENERGIA SA ADR (PETRY) 1,001 975
    VISA INC CL A(V) 6,338 9,102
    VOCERA COMM INC (VCRA) 1,316 3,631
    VODACOM GROUP LIMITED (VDMCY) 804 822
    WWGRAINGER INC (GWW) 2,537 4,664
    WALT DISNEYCOHLDGCO (DIS) 6,971 9,913
    WATSCO INC (WSO) 2,751 5,945
    WD 40 COMPANY (WDFC) 2,535 4,893
    WEICHAI PWR COLTD UNSPON ADR (WEICY) 620 1,654
    WORKDAY INC CL A(WDAY) 2,822 3,278
    XP INC (XP) 2,820 2,587
    YANDEXN.V. A(YNDX) 858 1,936
    ZOETIS INC CLASS-A (ZTS) 2,586 6,589

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARTISAN INTL VALUE ADV (APDKX) AT COST 224,386 267,666
    DWS REAL ASSETS INST (AAAZX) AT COST 138,034 177,922
    GOLDMAN SACHS ABSLT RET TRCK I (GJRTX) AT COST 462,887 486,476
    PIMCODYNAMIC BD I2 (PUCPX) AT COST 65,134 64,287
    PIMCOEM MKT LOC CUR & BD I2 (PELPX) AT COST 68,018 64,215
    PIMCOEMERGINGMKTS BD I2 (PEMPX) AT COST 129,318 127,560
    PIMCOHIGH YIELD I2 (PHLPX) AT COST 104,893 104,184
    PIMCO INCOME I2 (PONPX) AT COST 502,273 513,785
    PIMCO INVEST GRADE CRED BD I2 (PBDPX) AT COST 89,245 89,415
    PIMCOMORTGAGE OPP & BD I2 (PMZPX) AT COST 130,170 129,418
    PIMCOTOTAL RETURN I2 (PTTPX) AT COST 200,583 193,857
    VIRTUS VONTOBEL EMRGMKT OPP I (HIEMX) AT COST 52,944 53,040
    BITCOIN AT COST 226,660 252,480

    TY 2021 OtherDecreasesSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Description Amount
    OTHER DECREASES 1,567


    TY 2021 OtherExpensesSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL SERVICE 1,031 0 0 1,031
    WIRE TRANSFER FEE 517 0 0 0
    PENALTIES & INTEREST FEES 21 0 0 0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 19,250 19,250 0 0
    BITCOIN CUSTODIAL FEES 812 812 0 0


    TY 2021 TaxesSchedule
    Name:
    THE WALSH FAMILY FOUNDATION
    EIN:
    26-3002122
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,132 1,132 0 0
    FEDERAL TAXES 5,857 0 0 0
    PAYROLL TAXES 1,910 0 0 0
    ANNUAL REPORT FEES 40 0 0 0