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
ATLAS KARDIA FOUNDATION EA0337232
 
Number and street (or P.O. box number if mail is not delivered to street address)200 BELLEVUE PARKWAY SUITE 250
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198093747
A Employer identification number

84-2660843
B Telephone number (see instructions)

(302) 793-3274
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$17,058,817J 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) 6,002,523
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 308,069 308,069  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 94,536
b Gross sales price for all assets on line 6a 324,703
7 Capital gain net income (from Part IV, line 2)... 94,536
8 Net short-term capital gain......... 0
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 9 9  
12 Total. Add lines 1 through 11........ 6,405,137 402,614  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 36,934 18,721   18,213
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,565 5,260   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 150     150
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,649 23,981 0 18,363
25 Contributions, gifts, grants paid....... 250,000 250,000
26 Total expenses and disbursements. Add lines 24 and 25 293,649 23,981 0 268,363
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,111,488
b Net investment income (if negative, enter -0-) 378,633
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............. 30,323 355,602 355,602
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 3,035,872 Click to see attachment9,844,824 11,505,137
c Investments—corporate bonds (attach schedule)....... 6,028,753 Click to see attachment4,359,307 4,311,558
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 249,016 Click to see attachment896,214 886,520
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) 9,343,964 15,455,947 17,058,817
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
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........ 9,343,964 15,455,947
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 9,343,964 15,455,947
30 Total liabilities and net assets/fund balances (see instructions). 9,343,964 15,455,947
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
9,343,964
2
Enter amount from Part I, line 27a .....................
2
6,111,488
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
495
4
Add lines 1, 2, and 3 ..........................
4
15,455,947
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,455,947
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 1. GOLDMAN SACHS & CO   2021-01-01 2021-12-31
b 1. GOLDMAN SACHS & CO   2020-01-01 2021-12-31
c CAPITAL GAIN DIVIDENDS P    
d CAPITAL GAIN DIVIDENDS P    
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 236,672   216,724 19,948
b 19,339   13,443 5,896
c       68,692
d       68,692
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       19,948
b       5,896
c        
d        
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 94,536
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 5,263
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 5,263
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 3
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 5,734
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,734 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    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 addressbullet  
    14
    The books are in care ofbulletGoldman Sachs Trust Company of Delaware Telephone no.bullet (302) 793-3274

    Located atbullet200 BELLEVUE PARKWAY SUITE 250WILMINGTONDE ZIP+4bullet198093747
    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
    YUKIKO OGASAWARA OFFICER
    1     		0    
    452 LORING AVE
    LOS ANGELES,CA90024
    RINA ANDERSON OFFICER
    1     		0    
    452 LORING AVE
    LOS ANGELES,CA90024
    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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    13,533,219
    b
    Average of monthly cash balances.......................
    1b
    1,049,957
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,583,176
    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
    14,583,176
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    218,748
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,364,428
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    718,221
    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
    718,221
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,263
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,263
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    712,958
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    712,958
    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
    712,958
    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 7 712,958
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 76,747
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 268,363
    a Applied to 2020, but not more than line 2a 76,747
    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..... 191,616
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		521,342
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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
    BRING CHANGE 2 MIND
    155 SANSOME ST 530
    SAN FRANCISCO,CA94104     		NONE PC GENERAL 100,000
    ACTIVE MINDS
    2001 S STREET NW SUITE 630
    WASHINGTON,DC20009     		NONE PC GENERAL 100,000
    LTSC COMMUNITY DEVELOPMENT CORP
    231 E THIRD STREET NO G106
    LOS ANGELES,CA90013     		NONE PC GENERAL 50,000
    Total .................................bullet 3a 250,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 94,536  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    14 9  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   402,614  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    402,614
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ATLAS KARDIA FOUNDATION EA0337232
     
    Employer identification number

    84-2660843
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ATLAS KARDIA FOUNDATION EA0337232
          		Employer identification number
    84-2660843
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    Ogasawara Co Ltd
     
    452 Loring Ave
     
    Los Angeles, CA90024

    		$ 6,002,523


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ATLAS KARDIA FOUNDATION EA0337232
          		Employer identification number

    84-2660843
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ATLAS KARDIA FOUNDATION EA0337232
          		Employer identification number

    84-2660843
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9EQ2HFXY8 GOLDMAN SACHS BANK U    
    38145L620 GS SHORT DURATION IN    
    38150B640 GS HIGH YIELD FUND C    
    38150B384 GS SHORT DURATION BO 3,095,358 3,049,430
    38150B657 GS HIGH YIELD FUND C 1,263,949 1,262,128

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00258W108 AARON'S CO INC/THE C 8,727 9,158
    00404A109 ACADIA HEALTHCARE CO 15,332 18,210
    4498101 ACI WORLDWIDE, INC. CM    
    21369103 ALTAIR ENGINEERING IN    
    02208R106 ALTRA INDUSTRIAL MOT 19,287 17,096
    03071H100 AMERISAFE, INC CMN ( 7,807 6,944
    03820C105 APPLIED INDUSTRIAL T 24,190 28,961
    05368V106 AVIENT COR CMN (AVNT 20,789 26,071
    67806109 BARNES GROUP INC. CMN    
    90672106 BIOTELEMETRY INC CMN    
    09227Q100 BLACKBAUD, INC CMN ( 9,942 11,926
    09239B109 BLACKLINE, INC. CMN 5,151 4,556
    114340102 AZENTA INC CMN (AZTA 10,212 13,095
    116794108 BRUKER CORPORATION C 10,602 15,104
    118440106 BUCKLE INC COM CMN ( 8,015 9,477
    122017106 BURLINGTON STORES IN    
    163072101 CHEESECAKE FACTORY I 6,774 5,638
    201723103 COMMERCIAL METALS CO 6,861 10,270
    20451N101 COMPASS MINERALS INT 8,503 6,845
    21925Y103 CORNERSTONE ONDEMAND    
    22304C100 COVETRUS INC CMN (CV 18,254 13,320
    22410J106 CRACKER BARREL OLD C 5,010 4,245
    126349109 CSG SYSTEMS INTL INC 10,177 12,446
    229899109 CULLEN FROST BANKERS 10,438 13,111
    243537107 DECKERS OUTDOORS COR 7,777 9,158
    29089Q105 EMERGENT BIOSOLUTION 18,229 8,824
    360271100 FULTON FINANCIAL CO 9,550 10,747
    374689107 GIBRALTAR INDUSTRIES 10,869 9,068
    398905109 GROUP 1 AUTOMOTIVE, 11,223 15,618
    41043F208 HANGER INC CMN (HNGR 8,189 6,762
    421906108 HEALTHCARE SVCS GROU 10,891 6,974
    427746102 HERON THERAPEUTICS I 15,312 9,714
    40425J101 HMS HOLDINGS CORP. C    
    440327104 HORACE MANN EDUCATOR 7,134 6,540
    449253103 IAA, INC. CMN (IAA) 7,476 6,328
    451107106 IDACORP, INC. CMN (I 17,617 20,962
    453836108 INDEPENDENT BANK COR 4,895 5,413
    45688C107 INGEVITY CORPORATION 16,260 16,061
    46121H109 INTRICON CORPORATION 3,829 2,975
    537008104 LITTELFUSE, INC. CMN 18,344 22,028
    501889208 LKQ CORPORATION CMN 8,703 13,027
    577128101 MATTHEWS INTL CORP C 6,641 7,041
    58502B106 MEDNAX INC CMN (MD) 5,658 6,558
    59001K100 MERITOR INC CMN (MTO 8,888 7,930
    610236101 MONRO, INC. CMN (MNR 4,979 4,895
    553498106 MSA SAFETY INC CMN ( 6,541 6,340
    624756102 MUELLER INDUSTRIES I 10,771 16,680
    636518102 NATIONAL INSTRUMENTS 11,911 12,184
    62914B100 NIC INC CMN (EGOV)    
    678026105 OIL STATES INTERNATI 7,298 5,880
    P73684113 ONESPAWORLD HOLDINGS 4,569 4,749
    630077105 ONTO INNOVATION INC.    
    69327R101 PDC ENERGY INC CMN ( 11,029 18,097
    71377A103 PERFORMANCE FOOD GRO 13,350 12,023
    72341T103 PING IDENTITY HOLDIN 13,287 11,875
    727493108 PLANTRONICS INC CMN 6,127 5,399
    74319R101 PROG HOLDINGS, INC. 11,850 10,781
    743606105 PROSPERITY BANCSHARE 13,815 13,836
    747316107 QUAKER HOUGHTON CMN 14,412 12,924
    754730109 RAYMOND JAMES FINANC 7,430 9,940
    75606N109 REALPAGE, INC CMN (R    
    75970E107 RENASANT CORPORATION 9,123 9,924
    759916109 REPLIGEN CORP CMN (R 13,419 17,744
    76122Q105 RESOURCES CONNECTION 7,165 9,616
    76156B107 REVOLVE GROUP INC CM 2,417 5,436
    749607107 RLI CORP CMN (RLI) 11,907 12,443
    78709Y105 SAIA INC CMN CLASS ( 11,080 18,537
    816850101 SEMTECH CORP CMN (SM 17,809 21,877
    86333M108 STRIDE INC CMN (LRN) 7,745 9,432
    87166B102 SYNEOS HEALTH INC CM 18,827 26,286
    87724P106 TAYLOR MORRISON HOME 10,310 12,795
    879360105 TELEDYNE TECHNOLOGIE    
    882681109 TEXAS ROADHOUSE, INC 9,503 10,089
    898202106 TRUPANION, INC. CMN 6,338 9,110
    909214306 UNISYS CORPORATION C 14,979 13,844
    92511U102 VERRA MOBILITY CORPO 8,952 9,937
    957090103 WESTAMERICA BANCORP 11,396 10,969
    957638109 WESTERN ALLIANCE BAN 6,162 10,980
    968223206 WILEY JOHN & SONS CL 17,239 20,280
    980745103 WOODWARD INC CMN (WW 7,495 6,896
    929328102 WSFS FINANCIAL CORP 14,633 15,838
    21870Q105 CORESITE REALTY CORP    
    222795106 COUSINS PROPERTIES I    
    27616P103 EASTERLY GOVERNMENT 9,871 10,474
    277276101 EASTGROUP PROPERTIES 15,024 23,811
    74965L101 RLJ LODGING TRUST CM 11,772 11,514
    G4705A100 ICON PUBLIC LIMITED    
    74165N105 PRIMO WATER CORPORAT    
    767744105 RITCHIE BROS. AUCTIO 10,076 10,161
    07725L102 BEIGENE, LTD. SPONSO 9,445 8,399
    44842L103 HUTCHMED (CHINA) LIM 4,356 4,946
    375204 ABB LTD SPONSORED ADR C    
    1317205 AIA GROUP LIMITED SPON    
    9126202 AIR LIQUIDE SA ADR CMN    
    9279100 AIRBUS S.E. ADR CMN (E    
    02364W105 AMERICA MOVIL SAB DE 4,186 4,813
    03523TBN7 ANHEUSER-BUSCH INBEV    
    G0403H108 AON PUBLIC LIMITED C 4,155 5,711
    43400100 ASHAI KASEI CORP ADR    
    9EQ2XFYN3 ASML HOLDING N.V. AD    
    9EQ3YTMV5 ASSA ABLOY AB UNSPON    
    46353108 ASTRAZENECA PLC SPONS    
    G06242104 ATLASSIAN CORPORATIO 2,812 4,575
    05590Y100 B&M EUROPEAN VALUE R 8,957 10,189
    05946K101 BANCO BILBAO VIZCAYA 7,477 8,535
    110448107 BRITISH AMERICAN TOB 14,439 14,497
    136375102 CANADIAN NATIONAL RA    
    142795202 CARLSBERG A/S SPONSO 14,918 16,234
    204319107 COMPAGNIE FINANCIERE 8,578 12,220
    23381D102 DAIICHI SANKYO CO LT 5,512 4,369
    233990258 DAIKIN INDUSTRIES, L    
    253992630 DBS GROUP HOLDINGS S    
    251542106 DEUTSCHE BOERSE AG U 3,847 3,847
    252990007 DIAGEO PLC SPON ADR    
    23328E106 DNB ASA SPONSORED AD    
    26251A108 DSV PANALPINA A/S UN 9,796 11,794
    29265W207 ENEL SOCIETA PER AZI 18,637 14,976
    29286D105 ENGIE SPONSORED ADR 12,962 12,920
    297284200 ESSILOR INTERNATIONA 13,181 17,886
    344044102 FLUTTER ENTERTAINMEN 3,511 2,766
    36315X101 GALAPAGOS NV SPONSOR    
    372303206 GENMAB A/S SPONSORED 11,767 12,778
    37636P108 GIVAUDAN SA ADR CMN 12,473 16,304
    398438408 GRIFOLS S A ADR CMN    
    40415F101 HDFC BANK LIMITED SP 7,373 6,442
    42751Q105 HERMES INTERNATIONAL 8,223 12,926
    43858F109 HONG KONG EXCHANGES 10,527 10,631
    443251103 HOYA CORP SPONSORED 7,653 9,064
    450737101 IBERDROLA SOCIEDAD A 9,116 8,145
    455793109 INDUSTRIA DE DISENO 9,957 9,717
    471115402 JARDINE MATHESON HOL 4,340 4,071
    492089107 KERING ADR CMN (PPRU 15,973 18,088
    493990188 KEYENCE CORPORATION    
    780641205 KONINKLIJKE KPN N.V. 3,760 3,611
    9EQ4QZBZ1 KONINKLIJKE PHILIPS    
    502117203 L'OREAL CO (ADR) ADR 13,710 17,070
    54211N101 LONDON STOCK EXCHANG 20,984 17,107
    55078THD2 LVMH MOET HENNESSY L    
    58733R102 MERCADOLIBRE, INC. C 8,931 8,090
    626425102 MURATA MANUFACTURING 4,880 4,453
    641069406 NESTLE SA SPONSORED 13,249 16,364
    654090109 NIDEC CORPORATION SP 8,631 8,013
    654624105 NIPPON TELEG & TEL S    
    65479L108 NITORI HOLDINGS CO., 9,670 7,434
    670100205 NOVO-NORDISK A/S ADR 19,368 30,688
    714264207 PERNOD RICARD SPONSO 7,412 9,188
    74365P108 PROSUS NV SPONSORED    
    756255204 RECKITT BENCKISER GR 11,812 12,095
    9JE0EKFW0 RECRUIT HOLDINGS CO.    
    759530108 REED ELSEVIER PLC SP 11,944 15,685
    767204100 RIO TINTO PLC SPONSO    
    771195104 ROCHE HOLDING AG ADR 4,163 5,097
    786584102 SAFRAN SA SPONSORED 21,293 18,640
    803054204 SAP SE (SPON ADR) (S 14,147 15,552
    824551105 SHIN-ETSU CHEMICAL C 11,758 11,979
    824667109 SHIONOGI & CO., LTD. 9,104 11,695
    J75734103 SMC CORP. CMN (SMECF 14,668 16,290
    J75963AU2 SOFTBANK GRP CORP UN    
    214991333 STMICROELECTRONICS N    
    826991887 STRAUMANN HOLDING AG    
    86959X107 SUZUKI MOTOR CORPORA    
    874039100 TAIWAN SEMICONDUCTOR 28,801 30,175
    88032Q109 TENCENT HOLDINGS LIM 15,649 12,070
    88156J105 TERUMO CORPORATION A 3,446 3,841
    87241L109 TFI INTERNATIONAL IN 4,641 8,873
    889110102 TOKYO ELECTRON LIMIT 5,578 7,770
    89151E109 TOTALENERGIES SE SPO 4,818 5,450
    90460M204 UNICHARM CORP. SPONS 6,945 6,225
    904767704 UNILEVER PLC (NEW) S    
    78462F103 SPDR S&P 500 ETF TRU 5,430,138 6,680,358
    38145C232 GS MLP ENERGY INFRAS    
    85749R156 STATE STREET HEDGED    
    VANGUARD VANGUARD FTSE EMERGIN 532,959 513,296
    38147N228 GS GQG PARTNERS INTE 835,516 899,968
    004498101 ACI WORLDWIDE, INC. 17,168 15,684
    00653Q102 ADAPTHEALTH CORP CMN 8,918 7,436
    021369103 ALTAIR ENGINEERING I 10,120 13,067
    047649108 ATKORE INC CMN (ATKR 1,043 1,334
    05368M106 AVID BIOSERVICES, IN 6,349 9,863
    067806109 BARNES GROUP INC. CM 14,274 12,999
    09062W204 BIOLIFE SOLUTIONS, I 8,187 8,050
    14843C105 CASTLE BIOSCIENCES I 7,330 5,573
    236272100 DANIMER SCIENTIFIC I 5,866 1,823
    683344105 ONTO INNOVATION INC. 9,728 17,412
    690370101 OVERSTOCK.COM INC DE 4,225 3,305
    92538J106 VERTEX, INC. CMN (VE 3,822 3,047
    20369C106 COMMUNITY HEALTHCARE 2,613 2,742
    222795502 COUSINS PROPERTIES I 14,039 16,193
    74167P108 PRIMO WATER CORPORAT 11,465 12,570
    38141W273A GS FINANCIAL SQUARE 43,541 43,541
    000375204 ABB LTD SPONSORED AD 15,087 18,780
    00687A107 ADIDAS AG ADR CMN (A 5,121 4,319
    001317205 AIA GROUP LIMITED SP 19,977 16,332
    009126202 AIR LIQUIDE SA ADR C 8,644 9,171
    009279100 AIRBUS S.E. ADR CMN 12,547 13,448
    03524A108 ANHEUSER-BUSCH INBEV 9,654 8,477
    043400100 ASHAI KASEI CORP ADR 7,987 6,872
    N07059210 ASML HOLDING N.V. AD 23,229 33,438
    045387107 ASSA ABLOY AB UNSPON 3,809 4,378
    045519402 ASSOCIATED BRITISH F 5,015 5,246
    046353108 ASTRAZENECA PLC SPON 21,254 23,708
    05565A202 BNP PARIBAS SPONSORE 8,571 9,641
    23304Y100 DBS GROUP HOLDINGS S 7,618 8,915
    25243Q205 DIAGEO PLC SPON ADR 7,118 9,466
    23341C103 DNB BANK ASA SPONSOR 8,095 9,209
    29429L105 EPIROC AB ADR CMN (E 9,726 10,379
    456837103 ING GROEP N.V. SPONS 4,296 4,858
    J32491102 KEYENCE CORPORATION 25,233 31,105
    500472303 KONINKLIJKE PHILIPS 6,995 4,643
    502441306 LVMH MOET HENNESSY L 9,418 12,070
    64110W102 NETEASE INC SPONSORE 3,467 3,053
    653656108 NICE SYSTEMS LTD 1 A 5,301 5,768
    654902204 NOKIA CORPORATION SP 4,626 5,169
    68750L102 ORSTED A/S ADR CMN ( 4,538 3,874
    75629J101 RECRUIT HOLDINGS CO. 6,000 7,907
    861012102 STMICROELECTRONICS N 10,916 13,393
    86317T103 STRAUMANN HOLDING AG 7,359 13,074
    38150B459 GS MLP ENERGY INFRAS 487,742 594,576
    85749T889 STATE STREET HEDGED 810,480 903,512

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    38148U338 GS STRATEGIC FACTOR      
    38150B293 GS STRATEGIC FACTOR AT COST 896,214 886,520

    TY 2021 OtherExpensesSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FILING FEE 150 0   150


    TY 2021 OtherIncomeSchedule2
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 9 9  


    TY 2021 OtherIncreasesSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Description Amount
    COST BASIS ADJUSTMENT 495


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 18,721 18,721    
    CHARITABLE ADVISORY FEES 18,213     18,213


    TY 2021 SubstantialContributorsSch
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Name Address
    Ogasawara Co Ltd
          		452 Loring Ave
    Los Angeles,CA90024


    TY 2021 TaxesSchedule
    Name:
    ATLAS KARDIA FOUNDATION EA0337232
    EIN:
    84-2660843
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 305 0   0
    FEDERAL ESTIMATES - PRINCIPAL 1,000 0   0
    FOREIGN TAXES 5,260 5,260   0