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
CORETZ FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)401 S BOSTON AVE SUITE 2850
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TULSA, OK74103
A Employer identification number

20-1813311
B Telephone number (see instructions)

(918) 298-0512
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$73,277,328J 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 985 985  
4 Dividends and interest from securities... 963,568 963,568  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,752,019
b Gross sales price for all assets on line 6a 25,362,628
7 Capital gain net income (from Part IV, line 2)... 4,752,019
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 71,805 71,879  
12 Total. Add lines 1 through 11........ 5,788,377 5,788,451  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 70,544 0   0
15 Pension plans, employee benefits....... 5,515 0   0
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 9,435 9,435   0
c Other professional fees (attach schedule).... Click to see attachment 314,947 314,947   0
17 Interest............... 11,540 11,540   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 18,384 13,090   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,143 0   0
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 102,629 88,377   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 534,137 437,389   0
25 Contributions, gifts, grants paid....... 3,506,036 3,506,036
26 Total expenses and disbursements. Add lines 24 and 25 4,040,173 437,389   3,506,036
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,748,204
b Net investment income (if negative, enter -0-) 5,351,062
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............. 6,200,474 1,831,728 1,831,728
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet200,295
Less: allowance for doubtful accounts bullet     200,295 200,295
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).......      
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).......... 49,293,313 Click to see attachment54,905,876 71,245,305
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) 55,493,787 56,937,899 73,277,328
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 55,493,787 56,937,899
29 Total net assets or fund balances (see instructions)..... 55,493,787 56,937,899
30 Total liabilities and net assets/fund balances (see instructions). 55,493,787 56,937,899
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
55,493,787
2
Enter amount from Part I, line 27a .....................
2
1,748,204
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
57,241,991
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
304,092
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
56,937,899
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 LT GAIN/LOSSES - AVAILABLE UPON REQUEST P 2019-01-01 2021-12-31
b ST GAIN/LOSSES - AVAILABLE UPON REQUEST P 2021-01-01 2021-12-31
c MW EUREKA US FUND II 1256 LOSS P 2021-01-01 2021-12-31
d MW EUREKA US FUND II 1256 LOSS P 2019-01-01 2021-12-31
e SCULPTOR REAL ESTATE PARALLEL FUND IV B, LP LT GAIN P 2019-01-01 2021-12-31
HILDENE OPP OFFSHORE FUND P 2019-01-01 2021-12-31
INDUSTRY VENTURE SEC IX P 2021-01-01 2021-12-31
INDUSTRY VENTURE SEC IX P 2019-01-01 2021-12-31
EIGHT ACRES FEEDER FUND P 2019-01-01 2021-12-31
CAPITAL GAINS DIVIDENDS P    
(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 17,020,441   12,815,612 4,204,829
b 8,017,126   7,785,371 231,755
c     3,850 -3,850
d     5,776 -5,776
e 6,927     6,927
18,914     18,914
2,347     2,347
14,647     14,647
205,239     205,239
76,987     76,987
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       4,204,829
b       231,755
c       -3,850
d       -5,776
e       6,927
      18,914
      2,347
      14,647
      205,239
      76,987
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 4,752,019
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 0
3 Add lines 1 and 2........................... 3 74,380
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 74,380
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 27,667
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 80,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 107,667
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 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 33,287
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet33,287 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)
    bulletOK
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletROBERT CORETZ Telephone no.bullet (918) 298-0512

    Located atbullet401 S BOSTON AVE SUITE 2850TULSAOK ZIP+4bullet74103
    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
    ADAM M CORETZ PRESIDENT
    0.00     		0 0 0
    401 S BOSTON AVE SUITE 2850
    TULSA,OK74103
    MINDY R CORETZ VICE PRESIDENT
    0.00     		0 0 0
    401 S BOSTON AVE SUITE 2850
    TULSA,OK74103
    AMY M CORETZ SECRETARY
    0.00     		0 0 0
    401 S BOSTON AVE SUITE 2850
    TULSA,OK74103
    RYAN J CORETZ SECRETARY
    0.00     		0 0 0
    401 S BOSTON AVE SUITE 2850
    TULSA,OK74103
    TYLER L CORETZ TREASURER
    0.00     		0 0 0
    401 S BOSTON AVE SUITE 2850
    TULSA,OK74103
    ROBERT K CORETZ DIRECTOR
    0.00     		0 0 0
    6897 GRENADIER BLVD PH 01
    NAPLES,FL34108
    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
    69,420,657
    b
    Average of monthly cash balances.......................
    1b
    2,088,779
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    71,509,436
    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
    71,509,436
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,072,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    70,436,794
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    3,521,840
    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
    3,521,840
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    74,380
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    74,380
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,447,460
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    3,447,460
    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
    3,447,460
    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 3,447,460
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 21,651
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 3,506,036
    a Applied to 2020, but not more than line 2a 21,651
    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..... 3,447,460
    e Remaining amount distributed out of corpus 36,925
    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 36,925
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		36,925
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 36,925
    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).)
    ROBERT K CORETZ
    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
    A NEW LEAF
    2306 S 1ST PL
    BROKEN ARROW,OK74012     		NONE PC GENERAL OPERATIONS 250,000
    ASPEN INSTITUTE
    ONE DUPONT CIRCLE NW SUITE 700
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATIONS 183,091
    CITY YEAR TULSA
    15 E 15TH ST
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 105,000
    COMMUNITY FOOD BANK
    1304 N KENOSHA AVE
    TULSA,OK74106     		NONE PC GENERAL OPERATIONS 50,000
    FRONTIER MEDIA GROUP
    PO BOX 1892
    CASTLE ROCK,CO80104     		NONE PC GENERAL OPERATIONS 15,000
    HOPE
    3540 EAST 31 ST STREET SUITE 3
    TULSA,OK74135     		NONE PC GENERAL OPERATIONS 2,000
    IRON GATE
    501 SOUTH CINCINNATI AVENUE
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 70,339
    JEWISH FEDERATION OF TULSA
    2021 E 71ST ST
    TULSA,OK74136     		NONE PC GENERAL OPERATIONS 13,500
    MENTAL HEALTH ASSOCIATION OKLAHOMA
    1870 S BOULDER AVE
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 20,000
    MET CARES FOUNDATION
    9521 S RIVERSIDE DRIVE SUITE B 177
    TULSA,OK74137     		NONE PC GENERAL OPERATIONS 1,000
    METROPOLITAN TULSA BAPTIST CHURCH
    1228 W APACHE ST
    TULSA,OK74127     		NONE PC GENERAL OPERATIONS 10,000
    MODUS
    1519 S HARVARD AVE
    TULSA,OK74112     		NONE PC GENERAL OPERATIONS 25,000
    NEW JERUSALEM BAPTIST CHURCH
    3427 N BIRMINGHAM AVE
    TULSA,OK74110     		NONE PC GENERAL OPERATIONS 10,000
    PLANNED PARENTHOOD
    1007 S PEORIA AVE
    TULSA,OK74120     		NONE PC GENERAL OPERATIONS 130,000
    PUBLIC RADIO TULSA
    800 S TUCKER DR
    TULSA,OK74104     		NONE PC GENERAL OPERATIONS 1,000
    RESONANCE
    1608 S ELWOOD AVE
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 45,000
    RIVERFIELD COUNTRY DAY SCHOOL
    2433 W 61ST
    TULSA,OK74132     		NONE PC GENERAL OPERATIONS 25,000
    STREET SCHOOL INC
    1135 S YALE AVE
    TULSA,OK74112     		NONE PC GENERAL OPERATIONS 5,000
    TEMPLE ISRAEL
    2004 E 22ND PL
    TULSA,OK74114     		NONE PC GENERAL OPERATIONS 2,500
    THE PARENT CHILD CENTER
    1421 S BOSTON AVE
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 20,000
    THE SHERWIN MILLER MUSEUM OF ART
    2021 E 71ST ST
    TULSA,OK74136     		NONE PC GENERAL OPERATIONS 2,500
    TULSA AREA UNITED WAY
    1430 S BOULDER AVE
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 60,000
    TULSA CARES
    3507 E ADMIRAL PL
    TULSA,OK74115     		NONE PC GENERAL OPERATIONS 55,000
    TULSA CHANGEMAKERS
    1717 S BOULDER AVE SUITE 104
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 30,581
    TULSA CHILDREN'S MUSEUM DISCOVERY LAB
    560 N MAYBELLE AVE
    TULSA,OK74127     		NONE GOV GENERAL OPERATIONS 200,000
    TULSA COMMUNITY COLLEGE FOUNDATION
    6111 E SKELLY DRIVE SUITE 605
    TULSA,OK74135     		NONE PC GENERAL OPERATIONS 1,500
    TULSA COMMUNITY FOUNDATION
    7030 S YALE AVE STE 600
    TULSA,OK74136     		NONE PC GENERAL OPERATIONS 826,000
    TULSA DAY CENTER FOR THE HOMELESS
    415 W ARCHER ST
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 320,000
    TULSA GLASSBLOWING SCHOOL
    19 E BRADY ST TULSA
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 5,000
    TULSA LAWYERS FOR CHILDREN
    PO BOX 2254
    TULSA,OK741012254     		NONE PC GENERAL OPERATIONS 30,000
    TULSA SYMPHONY
    117 N BOSTON AVE
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 13,000
    YOUTH SERVICES
    311 S MADISON AVE
    TULSA,OK74120     		NONE PC GENERAL OPERATIONS 35,000
    YWCA
    1020 19TH STREET NW SUITE 750
    WASHINGTON,DC20036     		NONE PC GENERAL OPERATIONS 30,000
    ZARROW POINTE
    2025 E 71ST ST
    TULSA,OK74136     		NONE PC GENERAL OPERATIONS 15,000
    CIRCLE CINEMA
    10 S LEWIS AVE
    TULSA,OK74104     		NONE PC GENERAL OPERATIONS 2,750
    TULSA HONOR ACADEMY
    209 S LAKEWOOD AVE
    TULSA,OK74112     		NONE PC GENERAL OPERATIONS 5,000
    TULSA GIRL'S ART SCHOOL
    2202 E ADMIRAL BLVD
    TULSA,OK74110     		NONE PC GENERAL OPERATIONS 4,500
    BIG BROTHERS AND BIG SISTERS OF OKLAHOMA INC
    1306 S DENVER AVE
    TULSA,OK74119     		NONE PC GENERAL OPERATIONS 10,000
    COMMUNITY ACTION PROJECT TULSA
    5330 E 31ST ST STE 300
    TULSA,OK74135     		NONE PC GENERAL OPERATIONS 50,000
    36 DEGREES NORTH
    36 E CAMERON ST
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 25,000
    MEALS ON WHEELS TULSA
    5151 E 51ST ST
    TULSA,OK74135     		NONE PC GENERAL OPERATIONS 100,000
    HUMBLE SONS BIKE COMPANY
    1613 W LINCOLN PL
    BROKEN ARROW,OK740120738     		NONE PC GENERAL OPERATIONS 15,000
    PIN OAK FOUNDATION
    4820 BROADWAY
    QUINCY,IL62305     		NONE PC GENERAL OPERATIONS 10,000
    NEW SANCTUARY EMPOWERMENT CENTER
    9068A E 31ST ST
    TULSA,OK74145     		NONE PC GENERAL OPERATIONS 10,475
    GREENWOOD CULTURAL CENTER
    322 N GREENWOOD AVE
    TULSA,OK74120     		NONE PC GENERAL OPERATIONS 10,000
    YOUNG PEOPLE OF THE NEXT GENERATION INC
    5103 EAST 84TH PLACE
    TULSA,OK74137     		NONE PC GENERAL OPERATIONS 5,000
    I2E INC
    100 S CINCINNATI AVE STE 514
    TULSA,OK74103     		NONE PC GENERAL OPERATIONS 166,667
    NATIONAL ABORTION FEDERATION
    1090 VERMONT AVE NW STE 1000
    WASHINGTON,DC20005     		NONE PC GENERAL OPERATIONS 100,000
    OU FOUNDATION
    100 W TIMBERDELL RD
    NORMAN,OK73019     		NONE PC GENERAL OPERATIONS 16,667
    GRIT FOR DEMOCRACY
    7030 S YALE AAVE STE 600
    TULSA,OK74136     		NONE PC GENERAL OPERATIONS 10,000
    RIVER PARKS AUTHORITY
    2121 S COLUMBIA AVE STE 205
    TULSA,OK74114     		NONE PC GENERAL OPERATIONS 83,333
    ASPEN ART MUSEUM
    637 S HYMAN AVE
    ASPEN,CO81611     		NONE PC GENERAL OPERATIONS 3,000
    TRI-CITY COLLECTIVE
    PO BOX 14057
    TULSA,OK74159     		NONE PC GENERAL OPERATIONS 5,000
    HEART OF ROUTE 66 AUTO MUSEUM
    13 SAHOMA LAKE RD
    SAPULPA,OK74066     		NONE PC GENERAL OPERATIONS 2,500
    OKLAHOMA POLICY INSTITUTE
    907 S DETROIT AVE
    TULSA,OK74120     		NONE PC GENERAL OPERATIONS 170,633
    ALLIED EXTRACT AFGHANISTAN
    1258 SUMMER HAVEN CIR
    FRANKLIN,TN370691872     		NONE PC GENERAL OPERATIONS 12,500
    GREEN COUNTRY HABITAT FOR HUMANITY
    6235 E 13TH ST
    TULSA,OK74112     		NONE PC GENERAL OPERATIONS 10,000
    NAPLES CHILDREN & EDUCATION FOUNDATION
    2590 GOODLETTE-FRANK RD
    NAPLES,FL34105     		NONE PC GENERAL OPERATIONS 15,000
    AFP EASTERN OKLAHOMA CHAPTER
    4200 WILSON BOULEVARD SUITE 480
    ARLINGTON,VA222034118     		NONE PC GENERAL OPERATIONS 1,000
    SAFE PROJECT
    1201 WILSON BLVD
    ARLINGTON,VA22209     		NONE PC GENERAL OPERATIONS 25,000
    TULSA LEGACY CHARTER SCHOOL
    105 EAST 63RD ST N
    TULSA,OK74126     		NONE PC GENERAL OPERATIONS 25,000
    DOMESTIC VIOLENCE INTERVENTION SERVICES
    3124 E APACHE ST
    TULSA,OK74110     		NONE PC GENERAL OPERATIONS 5,000
    Total .................................bullet 3a 3,506,036
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ...........     		    14 985  
    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 4,752,019  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aINCOME FROM K-1S     		900003 -74 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -74 5,788,451 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,788,377
    (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:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 9,435 9,435   0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    MS - GW&K AT COST 1,240,429 2,003,556
    MS - PIMCO TOTAL AT COST 552,040 531,812
    MS - VIRTUS EM OPP AT COST 562,935 796,140
    MS - ABBEY CAPITAL AT COST 6,008 6,008
    ICG - ACCESS OFFSHORE AT COST 0 474,209
    MS - LAZARD INTERNATIONAL AT COST 920,223 1,148,892
    INV - GOLDMAN SACHS AT COST 2,416,140 4,486,124
    INV - BOK 3033 AT COST 1,396,830 1,457,072
    INV - BOK 3025 AT COST 1,314,950 2,103,805
    INV - BOK 3017 AT COST 18,694,663 24,198,209
    INV - BOK 3058 AT COST 1,714,585 2,475,953
    INV - BOK 3066 AT COST 1,561,966 2,084,776
    INV - BOK 3090 AT COST 1,817,970 2,531,851
    INV - BOK 3116 AT COST 8,760,643 8,848,759
    INV - BOK 3124 AT COST 1,203,253 1,568,927
    INV - BOK 3108 AT COST 1,327,788 1,734,004
    OROX CAPITAL CO-INVESTMENT III K-1 AT COST 763,819 884,584
    OROX CAPITAL CO-INVESTMENT K-1 AT COST 750,000 750,000
    BOK - HEADLANDS CAPITAL SECONDARY AT COST 297,500 470,409
    PM IMPACT - 7687 AT COST 2,230,495 4,089,781
    ALKEON - 9779 AT COST 436,484 436,484
    AG DLI IV, LP K-1 AT COST 145,595 157,857
    AVESI PARTNERS FUND I CFF K-1 AT COST 145,595 157,293
    DIAMETER DISLOCATION OFFSHORE FUND K-1 AT COST 210,000 210,000
    EIGHT ACRES - CFF K-1 AT COST 5,000,000 5,882,454
    FOUNDATION CAP LEADERSHIP FUND II K-1 AT COST 245,771 242,525
    FOUNDATION CAP LEADERSHIP FUND III K-1 AT COST 152,180 153,183
    HEADLANDS CAPITAL OFFSHORE III, LP K-1 AT COST 275,000 275,000
    INDUSTRY VENTURES SECONDARY IX K-1 AT COST 0 129,203
    MUDRICK DISTRESSED OP II OFFSHORE FUND K-1 AT COST 250,000 342,249
    SCULPTOR RE PARALLEL FUND IV K-1 AT COST 63,014 70,149
    VAST VENTURES 2020 (CFF) K-1 AT COST 450,000 544,037

    TY 2021 OtherDecreasesSchedule
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Description Amount
    UNREALIZED LOSSES 304,092


    TY 2021 OtherExpensesSchedule
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 14,252 0   0
    K-1 OTHER DEDUCTIONS 88,377 88,377   0


    TY 2021 OtherIncomeSchedule2
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER K-1 INCOME 71,840 71,840 71,840
    OTHER MISC INCOME 39 39 39
    INCOME FROM K-1S -74   -74


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 306,091 306,091   0
    PROFESSIONAL FEES 8,856 8,856   0


    TY 2021 TaxesSchedule
    Name:
    CORETZ FAMILY FOUNDATION
    EIN:
    20-1813311
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 13,090 13,090   0
    TAXES 5,294 0   0