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
MICHAEL A AND CONNIE V JOINES FAMILY
FOUNDATION INC
Number and street (or P.O. box number if mail is not delivered to street address)52160 FALL CREEK DRIVE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRANGER, IN46530
A Employer identification number

47-2581672
B Telephone number (see instructions)

(574) 532-8569
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$89,103,694J 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) 80,108,301
2 Check bullet.............
3 Interest on savings and temporary cash investments 21 21  
4 Dividends and interest from securities... 182,338 182,338  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 581,064
b Gross sales price for all assets on line 6a 1,043,359
7 Capital gain net income (from Part IV, line 2)... 581,064
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 1,021 1,021  
12 Total. Add lines 1 through 11........ 80,872,745 764,444  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250   1,250
c Other professional fees (attach schedule).... Click to see attachment 20,298 20,298   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 17,707 3,592   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 7,425 7,425   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 47,930 32,565   1,250
25 Contributions, gifts, grants paid....... 325,000 325,000
26 Total expenses and disbursements. Add lines 24 and 25 372,930 32,565   326,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,499,815
b Net investment income (if negative, enter -0-) 731,879
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............. 56,530 60,092,603 60,092,603
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,435,540 Click to see attachment14,156,007 26,095,943
c Investments—corporate bonds (attach schedule)....... 2,047,210 Click to see attachment2,230,398 2,260,023
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 327,294 Click to see attachment645,936 655,125
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) 6,866,574 77,124,944 89,103,694
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 6,866,574 77,124,944
29 Total net assets or fund balances (see instructions)..... 6,866,574 77,124,944
30 Total liabilities and net assets/fund balances (see instructions). 6,866,574 77,124,944
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
6,866,574
2
Enter amount from Part I, line 27a .....................
2
80,499,815
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,482
4
Add lines 1, 2, and 3 ..........................
4
87,367,871
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
10,242,927
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
77,124,944
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,029,802   462,295 567,507
b 13,557     13,557
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       567,507
b       13,557
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 2 581,064
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 10,173
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 10,173
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,800
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 50,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 59,800
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 49,627
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet49,627 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)
    bulletIN
    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 ofbulletCONNIE JOINES Telephone no.bullet (574) 277-6684

    Located atbullet52160 FALL CREEK DRGRANGERIN ZIP+4bullet46530
    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
    MICHAEL A JOINES PRESIDENT
    1.00     		0 0 0
    52160 FALL CREEK DRIVE
    GRANGER,IN46530
    CONNIE V JOINES EXECUTIVE DIRECTOR
    1.00     		0 0 0
    52160 FALL CREEK DRIVE
    GRANGER,IN46530
    BRIAN M JOINES VICE-PRESIDENT
    1.00     		0 0 0
    17525 IRONGATE COURT
    GRANGER,IN46530
    JEFFERY A JOINES VICE-PRESIDENT
    1.00     		0 0 0
    17000 BARRYKNOLL WAY
    GRANGER,IN46530
    KELLY C JOINES VICE-PRESIDENT
    1.00     		0 0 0
    3600 LINWOOD AVE
    CINCINATTI,IN45226
    ASHLEY M JOINES SECRETARY
    1.00     		0 0 0
    17525 IRONGATE COURT
    GRANGER,IN46530
    EMILY K JOINES TREASURER
    1.00     		0 0 0
    17000 BARRYKNOLL WAY
    GRANGER,IN46530
    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
    9,586,260
    b
    Average of monthly cash balances.......................
    1b
    2,543,945
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,130,205
    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
    12,130,205
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    181,953
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,948,252
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    597,413
    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
    597,413
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,173
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,173
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    587,240
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    587,240
    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
    587,240
    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 7 587,240
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 304,836
    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$ 326,250
    a Applied to 2020, but not more than line 2a 304,836
    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..... 21,414
    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 ..........     		565,826
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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).)
    MICHAEL A JOINES
    CONNIE V JOINES
    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
    CATHOLIC RELIEF SERVICES
    228 W LEXINGTON ST
    BALTIMORE,MD21201     		  PC CHARITABLE 325,000
    Total .................................bullet 3a 325,000
    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 21  
    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 ............     		    18 581,064  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 764,444 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    764,444
    (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
    MICHAEL A AND CONNIE V JOINES FAMILY
    FOUNDATION INC
    Employer identification number

    47-2581672
    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
    MICHAEL A AND CONNIE V JOINES FAMILY
    FOUNDATION INC         		Employer identification number
    47-2581672
    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
    MICHAEL A AND CONNIE V JOINES
    52160 FALL CREEK DRIVE
     
    GRANGER, IN46530

    		$ 80,108,301


    (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
    MICHAEL A AND CONNIE V JOINES FAMILY
    FOUNDATION INC         		Employer identification number

    47-2581672
    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
    1
    		 PUBLICLY TRADED SECURITIES $ 20,091,686 2021-12-31
    (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
    MICHAEL A AND CONNIE V JOINES FAMILY
    FOUNDATION INC         		Employer identification number

    47-2581672
    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 AccountingFeesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,500 1,250   1,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GS HIGH YIELD FLOATING RATE FUND CLASS P 387,585 381,486
    GS HIGH YIELD FUND CLASS P 381,771 386,247
    GS SHORT DURATION BOND FUND CLASS P 1,461,042 1,492,290

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P 364,535 402,210
    ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 213,084 243,056
    ISHARES RUSSELL 2000 ETF 391,044 592,603
    ISHARES S&P 500 INDEX FUND CLASS G 1,801,149 3,307,537
    SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND 289,030 355,178
    STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 205,441 274,752
    STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K 239,840 320,631
    ACCRUED INTEREST INCOME 0 750
    AT&T INC. CMN 32,097 27,060
    AXALTA COATING SYSTEMS LTD. CMN 23,336 29,808
    BANK OF AMERICA CORP CMN 11,520 29,274
    BERKSHIRE HATHAWAY INC. CLASS B 24,818 35,880
    COCA-COLA COMPANY (THE) CMN 31,876 35,526
    CORNING INCORPORATED CMN 9,675 15,786
    DEVON ENERGY CORPORATION (NEW) CMN 2,142 10,396
    DUPONT DE NEMOURS INC CMN 9,266 15,348
    FEDEX CORPORATION CMN 18,870 27,157
    GENERAL MOTORS COMPANY CMN 20,041 32,247
    GRAPHIC PACKAGING HLDGCO CMN 17,658 27,300
    HANESBRANDS INC. CMN 25,785 26,752
    INTL.FLAVORS & FRAGRANCE CMN 10,986 22,598
    LIONS GATE ENTERTAINMENT CORP. CMN CLASS B 31,889 36,936
    MANDIANT INC/SH CMN 25,791 29,818
    MERCK & CO., INC. CMN 28,151 30,886
    MICRON TECHNOLOGY, INC. CMN 15,437 32,603
    REGIONS FINANCIAL CORPORATION CMN 19,175 28,340
    STARBUCKS CORP. CMN 8,955 14,036
    URBAN OUTFITTERS INC CMN 24,537 29,360
    WALGREENS BOOTS ALLIANCE, INC. CMN 29,405 31,296
    WALT DISNEY COMPANY (THE) CMN 16,247 23,234
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 20,087 27,633
    ACCRUED INTEREST INCOME 0 659
    ALLIANZ SE ADR CMN 11,833 15,184
    BANCO SANTANDER, S.A. SPON ADR 20,933 16,315
    BP P.L.C. SPONSORED ADR CMN 17,756 13,342
    CK HUTCHISON HLDGS LTD ADR CMN 26,331 17,149
    COMPAGNIE DE SAINT-GOBAIN UNSPONSORED ADR CMN 4,809 11,300
    CONTINENTAL AKTIENGESELLSCHAFT ADR 13,938 14,020
    DENSO CORP ADR ADR CMN 3,244 5,999
    ENEL SOCIETA PER AZIONI ADR CMN 12,061 18,662
    ENI S.P.A SPON ADR SPONSORED ADR CMN 12,908 11,419
    FUJIFILM HOLDINGS CORPORATION ADR CMN 8,698 15,844
    GSK PLC SPONSORED ADR CMN 19,502 22,050
    HITACHI LTD (ADR 10 COM) ADR CMN 4,479 4,220
    HONDA MTR LTD (AMER SHS) ADR CMN 17,393 16,956
    IMPERIAL BRANDS PLC SPONSORED ADR CMN 10,984 11,013
    KINGFISHER PLC SPONSORED ADR CMN 12,786 15,826
    KYOCERA CORP ADR SPONSORED ADR CMN 16,147 16,165
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 21,458 18,893
    MITSUBISHI ELECTRIC CORP (ADR) ADR CMN 15,344 14,844
    MONDI PLC UNSPONSORED ADR CMN 12,552 11,476
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 15,939 19,120
    NOVARTIS AG-ADR SPONSORED ADR CMN 16,438 18,894
    RED ELECTRICA CORPORACION, S.A UNSPONSORED ADR CMN 1,925 2,088
    SANOFI SPONSORED ADR CMN 16,075 19,289
    SHELL PLC SPONSORED ADR CMN SERIES B 20,723 18,510
    SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR CMN 8,665 5,765
    SNAM S.P.A ADR CMN 16,070 16,851
    SONY GROUP CORPORATION SPONSORED ADR CMN 13,083 20,730
    SSE PLC SPONSORED ADR CMN 14,395 20,615
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 3,959 15,520
    TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN 21,114 14,598
    TELIA CO AB UNSPONSORED ADR CMN 14,516 12,733
    TESCO PLC SPONSORED ADR CMN 14,197 16,845
    TOKIO MARINE HOLDINGS, INC. ADR CMN 13,004 16,319
    UNITED OVERSEAS BK LTD SPONSORED ADR CMN 15,969 18,956
    WH GROUP LIMITED SPONSORED ADR CMN 16,831 12,632
    WPP PLC ADR CMN 14,524 15,261
    3M COMPANY CMN 23,202 30,197
    ABB LTD SPONSORED ADR CMN 4,424 9,924
    ABBOTT LABORATORIES CMN 78,959 135,814
    ABBVIE INC CMN 192,586 335,386
    ACADIA HEALTH CARE COMPANY INC CMN 13,293 24,948
    ACCENTURE PLC CMN CLASS A 37,503 170,795
    ACCURAY INCORPORATED CMN 5,057 8,805
    ADOBE INC CMN 80,370 153,673
    ADVANCED MICRO DEVICES, INC. CMN 5,137 15,253
    AERCAP HOLDINGS NV ORD CMN 12,145 27,084
    AES CORP. CMN 1,887 4,228
    AFLAC INCORPORATED CMN 11,570 20,845
    AGILENT TECHNOLOGIES, INC. CMN 106,768 146,878
    AIR PRODUCTS & CHEMICALS INC CMN 9,663 27,383
    ALCON, INC. CMN 4,469 11,674
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 36,424 69,341
    ALPHABET INC. CMN CLASS A 83,761 217,278
    AMAZON.COM INC CMN 221,552 540,163
    AMCOR PLC CMN 4,562 5,609
    AMERICAN EXPRESS CO. CMN 35,839 62,004
    AMERICAN TOWER CORPORATION CMN 96,373 151,515
    AMGEN INC. CMN 38,715 61,417
    APPLE INC. CMN 252,935 906,317
    ARCHER-DANIELS-MIDLAND COMPANY CMN 9,951 20,818
    ARES MANAGEMENT CORPORATION CMN CLASS A 18,787 38,522
    ARTHUR J GALLAGHER & CO CMN 1,513 3,054
    ASML HOLDING N.V. ADR CMN 20,322 39,807
    ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 10,183 21,261
    ATRICURE, INC CMN 1,562 3,894
    AUTOMATIC DATA PROCESSING INC CMN 83,498 148,441
    AVALONBAY COMMUNITIES INC CMN 40,302 72,746
    AVANOS MEDICAL INC CMN 3,054 3,848
    AVANTOR FUNDING, INC. CMN 52,035 76,063
    AVERY DENNISON CORPORATION CMN 38,525 82,730
    BABCOCK & WILCOX ENTERPRISES, CMN 1,624 4,050
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 4,050 8,746
    BANCO SANTANDER, S.A. SPON ADR 5,699 8,653
    BANCOLOMBIA S.A. SPONSORED ADR PFD USD0.1156 359 663
    BANK OF AMERICA CORP CMN 26,246 128,354
    BANKUNITED INC CMN 11,062 22,001
    BARCLAYS PLC,AMER DEP SHS ADR CMN 3,815 7,193
    BERKSHIRE HATHAWAY INC. CLASS B 41,438 85,813
    BEST BUY CO INC CMN 31,074 52,832
    BHP GROUP LTD SPONSORED ADR CMN 8,748 14,484
    BHP GROUP PLC SPONSORED ADR CMN 1,518 2,989
    BLOCK, INC. CMN CLASS A 1,381 4,038
    BOX, INC. CMN CLASS A 7,499 11,628
    BP P.L.C. SPONSORED ADR CMN 3,595 5,406
    BREAD FINANCIAL HOLDINGS INC CMN 1,359 2,929
    BRF SA SPONSORED ADR CMN 772 1,063
    BRIDGESTONES CORP. ADR ADR CMN 1,645 2,149
    BRISTOL-MYERS SQUIBB COMPANY CMN 11,201 14,902
    BROADCOM INC. CMN 20,906 53,233
    BUNGE LIMITED ORD CMN 2,583 6,442
    CADENCE DESIGN SYSTEMS INC CMN 37,220 76,217
    CAMDEN PROPERTY TRUST CMN 26,544 53,961
    CAMPBELL SOUP CO CMN 4,666 6,258
    CANADIAN NATIONAL RAILWAY CO. CMN 52,330 98,902
    CANON INC ADR SPONSORED ADR CMN 3,382 5,008
    CAPITAL ONE FINANCIAL CORP CMN 30,764 55,715
    CARNIVAL PLC ADR CMN 324 555
    CARRIER GLOBAL CORPORATION CMN 106,715 126,922
    CDW CORPORATION CMN 86,196 219,934
    CHARLES RIV LABS INTL INC CMN 16,015 25,244
    CHARTER COMMUNICATIONS, INC. CMN 37,915 82,800
    CHEVRON CORPORATION CMN 8,861 14,669
    CHIPOTLE MEXICAN GRILL, INC. CMN 5,732 8,741
    CIENA CORPORATION CMN 2,821 6,312
    CIGNA CORP CMN 41,402 56,719
    CISCO SYSTEMS, INC. CMN 19,593 43,599
    CITIZENS FINANCIAL GROUP, INC. CMN 38,842 85,948
    CLEAN HARBORS INC CMN 6,207 14,068
    CLEVELAND-CLIFFS INC. CMN 6,791 19,114
    CME GROUP INC. CMN CLASS A 13,996 17,591
    CNH INDUSTRIAL N.V. CMN 422 1,360
    COCA-COLA COMPANY (THE) CMN 69,265 110,545
    COGNIZANT TECHNOLOGY SOLUTIONS CORP CLASS A 68,276 77,719
    COGNYTE SOFTWARE LTD CMN 2,197 2,805
    COMCAST CORPORATION CMN CLASS A VOTING 67,191 114,450
    COMERICA INCORPORATED CMN 11,593 24,186
    CONAGRA BRANDS INC CMN 3,757 6,079
    CONDUENT INCORPORATED CMN 5,697 10,002
    CONOCOPHILLIPS CMN 20,824 48,722
    CONSOLIDATED EDISON INC CMN 2,899 4,095
    CONSTELLATION BRANDS INC CMN CLASS A 36,776 50,194
    CORNING INCORPORATED CMN 9,874 17,051
    CORTEVA, INC. CMN 2,123 5,248
    COUPA SOFTWARE INCORPORATED CMN 19,039 24,024
    CRH PLC SPON ADR ADR CMN 443 1,056
    CRITEO SPONSORED ADR CMN 8,074 18,813
    CROWN CASTLE INTL CORP CMN 12,048 31,728
    CROWN HOLDINGS INC CMN 16,530 39,270
    CUBESMART CMN 21,437 43,024
    CUMMINS INC COMMON STOCK 14,939 33,157
    CVS HEALTH CORP CMN 78,353 125,649
    D.R. HORTON, INC. CMN 119,511 218,093
    DANAHER CORPORATION CMN 9,759 24,347
    DATADOG, INC. CMN CLASS A 20,915 43,281
    DECKERS OUTDOORS CORP CMN 49,891 56,045
    DENTSPLY SIRONA INC CMN 35,524 45,469
    DEUTSCHE BANK AG CMN 3,367 5,625
    DEVON ENERGY CORPORATION (NEW) CMN 4,256 14,492
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 11,236 25,316
    DIEBOLD NIXDORF INC CMN DIEBOLD NIXDORF INC 986 1,231
    DIGITAL REALTY TRUST, INC. CMN 22,912 33,252
    DISCOVER FINANCIAL SERVICES CMN 20,484 36,055
    DOLLAR GENERAL CORPORATION CMN 76,190 99,520
    DOVER CORPORATION CMN 46,087 74,638
    DOW INC. CMN 19,696 33,011
    DUKE ENERGY CORPORATION CMN 32,497 52,450
    DUKE REALTY CORPORATION CMN 26,615 69,053
    DXC TECHNOLOGY COMPANY CMN 6,983 16,835
    EASTGROUP PROPERTIES INC CMN 28,162 47,393
    EDWARDS LIFESCIENCES CORPORATI CMN 56,007 89,260
    ELANCO ANIMAL HEALTH INCORPORA CMN 8,598 11,522
    ELI LILLY & CO CMN 22,708 49,443
    EMERSON ELECTRIC CO. CMN 39,980 82,000
    ENI S.P.A SPON ADR SPONSORED ADR CMN 1,748 3,180
    ENTEGRIS, INC. CMN 5,325 9,008
    ENTERGY CORPORATION CMN 3,812 7,548
    EOG RESOURCES INC CMN 27,819 56,762
    EQUINIX, INC. REIT 62,769 126,876
    EQUINOR ASA SPONSORED ADR CMN 5,910 15,008
    EQUITY LIFESTYLE PROPERTIES, I CMN 25,093 49,440
    EQUITY RESIDENTIAL CMN 21,811 37,467
    ERICSSON AMERICAN ADR CMN CLASS B 3,588 7,500
    ETSY, INC. CMN 10,170 16,421
    EVERSOURCE ENERGY CMN 35,577 38,667
    EXTRA SPACE STORAGE INC. CMN 6,330 14,284
    EXXON MOBIL CORPORATION CMN 12,978 18,602
    FASTENAL COMPANY CMN 15,947 31,518
    FERRARI N.V. CMN 716 1,294
    FIFTH THIRD BANCORP CMN 17,060 44,857
    FIRST AMERICAN FIN CORP CMN 5,872 10,170
    FLEX LTD. CMN 32,899 55,632
    FOOT LOCKER, INC. CMN 4,564 9,162
    FORTUNE BRANDS HOME & SECURITY CMN 51,960 62,964
    FRANKLIN RESOURCES INC CMN 17,952 34,495
    GAMING AND LEISURE PROP, INC. CMN 22,048 23,843
    GENERAL MOTORS COMPANY CMN 54,844 60,682
    GENMAB A/S SPONSORED ADR CMN 290 593
    GENUINE PARTS CO. CMN 6,002 11,637
    HAIN CELESTIAL GROUP, INC. (TH CMN 6,113 15,723
    HALLIBURTON COMPANY CMN 2,126 4,322
    HASBRO, INC. CMN 5,595 10,687
    HEALTHPEAK PROPERTIES INC CMN 31,905 46,556
    HENRY SCHEIN INC COMMON STOCK 28,175 40,858
    HESS CORPORATION CMN 2,086 4,072
    HOLLYFRONTIER CORP CMN 695 918
    HONDA MTR LTD (AMER SHS) ADR CMN 3,999 5,263
    HONEYWELL INTL INC CMN 17,498 41,702
    HORIZON THERAPEUTICS PLC CMN 61,653 72,199
    HP INC. CMN 10,802 24,410
    HSBC HOLDINGS PLC SPONSORED ADR CMN 8,142 12,060
    HUNTINGTON BANCSHARES INCORPOR CMN 41,153 70,007
    IHS MARKIT LTD CMN 7,082 17,280
    II-VI INC CMN 3,490 8,063
    ILLINOIS TOOL WORKS CMN 15,802 25,914
    INFINERA CORPORATION CMN 3,799 9,302
    ING GROEP N.V. SPONS ADR SPONSORED ADR CMN 3,131 6,709
    INTEL CORPORATION CMN 24,061 42,333
    INTERCONTINENTAL EXCHANGE INC CMN 5,134 15,045
    INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN 1,185 1,630
    INTERNATIONAL GAME TECHNOLOGY PLC CMN 10,681 25,267
    INTERNATIONAL PAPER CO. CMN 60,737 83,624
    INTERPUBLIC GROUP COS CMN 52,292 69,170
    INTL BUSINESS MACHINES CORP CMN 15,642 72,711
    INTUITIVE SURGICAL, INC. CMN 38,849 87,309
    INVESCO LTD. CMN 17,698 43,163
    INVITATION HOMES INC. CMN 38,636 68,962
    ISHARES MSCI EMERGING MKTS ETF 53,098 80,163
    ISHARES RUSSELL 1000 GROWTH ETF 194,073 359,679
    ITRON, INC. CMN 11,373 16,445
    JOHNSON & JOHNSON CMN 59,913 105,892
    JPMORGAN CHASE & CO CMN 67,169 133,647
    KBR, INC. CMN 9,604 26,762
    KEURIG DR PEPPER INC CMN 40,284 49,466
    KIMBERLY-CLARK CORPORATION CMN 44,528 58,454
    KINDER MORGAN INC CMN CLASS P 3,590 4,742
    KOHL'S CORP (WISCONSIN) CMN 3,134 8,791
    KONINKLIJKE PHILIPS N.V. ADR CMN 4,469 6,817
    KYNDRYL HOLDINGS INC CMN 0 1,448
    LAM RESEARCH CORPORATION CMN 34,940 115,064
    LENNAR CORPORATION CMN CLASS A 10,095 29,040
    LINDE PLC CMN 12,745 26,329
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 3,312 5,980
    LOCKHEED MARTIN CORPORATION CMN 64,179 86,720
    LOGITECH INTERNATIONAL S.A. ORD CMN 415 825
    LOWES COMPANIES INC CMN 60,368 167,754
    LOYALTY VENTURES INC CMN 391 511
    LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 10,709 18,262
    MACOM TECHNOLOGY SOLUTIONS CMN 22,764 35,861
    MAGNA INTERNATIONAL INC. CMN 28,674 52,773
    MANDIANT INC/SH CMN 13,698 19,434
    MARATHON OIL CORPORATION CMN 963 2,414
    MARATHON PETROLEUM CORPORATION CMN 3,912 8,959
    MASTERCARD INCORPORATED CMN CLASS A 101,791 228,528
    MATCH GROUP, INC. CMN 47,814 60,835
    MC DONALDS CORP CMN 23,258 49,861
    MEDTRONIC PUBLIC LIMITED COMPA CMN 56,776 82,863
    MERCK & CO., INC. CMN 40,390 57,173
    META PLATFORMS INC-CLASS A CMN CLASS A 111,445 163,466
    MICROCHIP TECHNOLOGY INCORPORA CMN 47,495 74,872
    MICRON TECHNOLOGY, INC. CMN 2,150 4,937
    MICROSOFT CORPORATION CMN 31,738 127,465
    MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN 1,639 2,162
    MOLINA HEALTHCARE, INC. CMN 7,732 21,629
    MONDELEZ INTERNATIONAL, INC. CMN 43,463 52,650
    MORGAN STANLEY CMN 30,152 74,503
    NATIONAL INSTRUMENTS CORP CMN 10,072 13,319
    NATWEST GROUP PLC ADR CMN 3,329 7,638
    NETAPP, INC. CMN 14,172 30,357
    NETFLIX, INC. CMN 55,920 110,247
    NEW RELIC, INC. CMN 3,136 6,268
    NEWMONT CORP CMN 872 1,488
    NEXTERA ENERGY, INC. CMN 36,521 57,510
    NIKE CLASS-B CMN CLASS B 83,627 231,671
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 99 164
    NOKIA CORPORATION SPONSORED ADR CMN 2,186 4,665
    NOMURA HOLDINGS, INC. SPONSORED ADR CMN 1,038 1,234
    NORFOLK SOUTHERN CORP CMN 47,457 95,565
    NORWEGIAN CRUISE LINE HLDG LTD CMN 3,616 8,358
    NOVARTIS AG-ADR SPONSORED ADR CMN 22,307 40,936
    NUCOR CORPORATION CMN 29,101 48,171
    NVIDIA CORPORATION CMN 12,994 36,470
    NXP SEMICONDUCTORS N.V. CMN 11,320 32,573
    ODP CORP/THE CMN 5,029 7,895
    OLD REPUBLIC INTL CORP CMN 45,264 74,600
    ONEMAIN HOLDINGS, INC. CMN 3,013 7,556
    ONEOK INC CMN 2,444 3,526
    ONESPAN, INC. CMN 4,601 5,739
    ORACLE CORPORATION CMN 62,194 109,797
    ORGANON & CO CMN 39 61
    ORMAT TECHNOLOGIES, INC. CMN 8,216 13,243
    OSI SYSTEMS, INC. CMN 5,846 8,388
    PARAMOUNT GLOBAL CMN CLASS B 5,398 10,472
    PARKER-HANNIFIN CORP. CMN 33,478 57,898
    PATTERSON COMPANIES INC CMN 5,711 8,218
    PAYCHEX, INC. CMN 4,033 7,508
    PAYCOM SOFTWARE, INC. CMN 25,674 38,197
    PAYPAL HOLDINGS, INC. CMN 11,085 24,704
    PEPSICO, INC. CMN 16,107 30,399
    PFIZER INC. CMN 90,982 179,335
    PHILIP MORRIS INTL INC CMN 34,973 49,590
    PHILLIPS 66 CMN 4,780 6,811
    PIONEER NATURAL RESOURCES CO CMN 21,774 58,747
    PLANET FITNESS, INC. CMN CLASS A 1,212 2,174
    PRINCIPAL FINANCIAL GROUP, INC CMN 5,063 8,969
    PROCTER & GAMBLE COMPANY (THE) CMN 31,309 76,392
    PROLOGIS INC CMN 100,399 286,885
    PRUDENTIAL CORP (ADR) ADR CMN 1,098 1,377
    PRUDENTIAL FINANCIAL INC CMN 305 433
    PUBLIC STORAGE CMN 32,958 76,785
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 10,323 16,749
    QIAGEN N.V. CMN 1,733 4,335
    QORVO, INC. CMN 37,942 46,604
    QUEST DIAGNOSTICS INCORPORATED CMN 11,263 30,623
    RADWARE LTD. CMN 3,170 5,580
    RAMBUS INC CMN 1,612 4,409
    RAYTHEON TECHNOLOGIES CORPORAT CMN 8,002 14,372
    REGIONS FINANCIAL CORPORATION CMN 14,004 30,629
    RELX PLC SPONSORED ADR CMN 6,892 14,740
    RESIDEO TECHNOLOGIES INC. CMN 15,997 33,943
    RESMED INC. CMN 5,105 12,764
    RIBBON COMMUNICATIONS INC CMN 3,771 7,248
    RIO TINTO PLC SPONSORED ADR 6,155 10,041
    ROPER TECHNOLOGIES INC CMN 76,737 108,209
    ROYAL CARIBBEAN GROUP ISIN: LR0008862868 1,966 5,844
    RYANAIR HOLDINGS PLC SPONSORED ADR CMN 791 1,535
    RYDER SYSTEM INC CMN 4,610 8,738
    RYMAN HOSPITALITY PPTYS INC CMN 13,494 20,507
    S&P GLOBAL INC. CMN 74,628 125,061
    SALESFORCE INC CMN 25,639 48,031
    SANDERSON FARMS, INC. CMN 4,310 28,662
    SANOFI SPONSORED ADR CMN 5,458 7,866
    SAP SE (SPON ADR) 16,316 32,225
    SBA COMMUNICATIONS CORPORATION CMN 9,049 22,174
    SEAGATE TECHNOLOGY HOLDIN PLC CMN 18,023 46,096
    SEAWORLD ENTERTAINMENT, INC. CMN 4,615 11,805
    SENSATA TECHNOLOGIES HOLDING P CMN 44,538 61,690
    SERVICENOW INC CMN 29,620 78,542
    SHELL PLC SPONSORED ADR CMN SERIES A 3,235 5,208
    SHELL PLC SPONSORED ADR CMN SERIES B 3,080 5,202
    SHERWIN-WILLIAMS CO CMN 35,335 139,103
    SOCIEDAD QUIMICA MINERAL DE CHILE S A SPON ADR REPSTG SER B SHS 676 1,815
    SONY GROUP CORPORATION SPONSORED ADR CMN 10,829 15,168
    SOUTHERN COPPER CORPORATION CMN 14,044 20,673
    STARBUCKS CORP. CMN 76,092 140,130
    STELLANTIS NV CMN 1,543 4,315
    STERICYCLE, INC. CMN 12,931 19,443
    STMICROELECTRONICS NV ADR CMN 1,234 2,444
    STRATASYS LTD CMN 7,064 10,751
    STRYKER CORPORATION CMN 15,126 25,940
    SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN 3,143 3,938
    SVB FINANCIAL GROUP CMN 5,573 16,956
    SWITCH INC CMN 5,371 9,709
    SYLVAMO CORPORATION CMN 2,078 2,817
    SYNEOS HEALTH INC CMN 62,406 67,974
    SYSCO CORPORATION CMN 21,587 42,496
    T. ROWE PRICE GROUP, INC. CMN 9,616 26,743
    TARGET CORPORATION CMN 68,394 111,323
    TE CONNECTIVITY LTD CMN 54,229 84,865
    TELEDYNE TECHNOLOGIES INCORPOR CMN 4,178 7,864
    TELEFONICA S.A. ADR SPONSORED ADR CMN 1,686 2,078
    TELUS CORPORATION CMN 4,553 7,542
    TERRENO REALTY CORPORATION CMN 9,501 17,655
    TESLA, INC. CMN 95,215 768,279
    TEXAS CAPITAL BANCSHARES, INC. CMN 6,000 12,110
    TEXAS INSTRUMENTS INC. CMN 145,338 394,279
    THE BANK OF NY MELLON CORP CMN 44,347 69,057
    THE GOODYEAR TIRE & RUBBER CO. CMN 60,122 134,316
    THE HOME DEPOT, INC. CMN 89,349 229,086
    THE KRAFT HEINZ CO CMN 32,932 44,624
    THE SOUTHERN CO. CMN 39,182 62,202
    THE WILLIAMS COMPANIES, INC. CMN 23,490 31,014
    THERMO FISHER SCIENTIFIC INC CMN 20,359 49,376
    TIMKEN COMPANY (THE) CMN 3,443 8,107
    TOTALENERGIES SE SPONSORED ADR CMN 9,886 15,135
    TOYOTA MOTOR CORPORATION SPON ADR 18,983 45,399
    TRADE DESK, INC. (THE) CMN 4,078 8,248
    TRUIST FINANCIAL CORPORATION CMN 8,076 13,408
    TWILIO INC. CMN CLASS A 13,026 35,551
    UBER TECHNOLOGIES, INC. CMN 37,092 51,867
    UBS GROUP AG CMN 2,455 5,111
    UNILEVER PLC (NEW) SPONSORED ADR CMN 12,412 20,548
    UNION PACIFIC CORP. CMN 9,247 17,131
    UNISYS CORPORATION CMN 12,652 22,195
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 53,385 135,463
    UNITEDHEALTH GROUP INCORPORATE CMN 23,654 133,067
    UNUM GROUP CMN 13,196 22,654
    VALMONT INDUSTRIES INC CMN 5,051 10,772
    VANGUARD INDEX FUNDS - VANGUAR VANGUARD MID-CAP ETF 88,592 170,951
    VANGUARD INDEX FUNDS - VANGUAR VANGUARD SMALL-CAP ETF 51,869 108,485
    VANGUARD S&P 500 ETF 819,825 1,444,668
    VEECO INSTRUMENTS INC CMN 297 626
    VENTAS, INC. CMN 26,214 42,583
    VEOLIA ENVIRONNEMENT SPONSORED ADR CMN 582 1,284
    VERINT SYSTEMS INC. CMN 9,904 22,737
    VERIZON COMMUNICATIONS, INC. CMN 7,847 10,444
    VIASAT, INC CMN 31,938 7,616
    VIAVI SOLUTIONS, INC. CMN 9,746 16,263
    VIRTU FINANCIAL, INC. CMN CLASS A 8,588 14,501
    VISA INC. CMN CLASS A 70,689 154,298
    WALMART INC CMN 39,087 60,625
    WALT DISNEY COMPANY (THE) CMN 11,613 20,910
    WASTE MANAGEMENT INC CMN 32,986 56,078
    WATSCO INC. CMN 13,390 30,349
    WEBSTER FINANCIAL CORP CMN 2,333 5,249
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 29,470 48,081
    WESTPAC BANKING CORP ADS REPRESENTING 5 ORD SHARES 5,841 9,715
    WHIRLPOOL CORP. CMN 1,380 3,285
    WPP PLC ADR CMN 1,817 4,533
    ZEBRA TECHNOLOGIES INC CMN CLASS A 20,706 74,995
    ZENDESK, INC. CMN 4,722 8,969
    ZOETIS INC. CMN CLASS A 51,707 152,763
    DIVIDENDS EARNED NOT RECEIVED 0 4,263

    TY 2021 InvestmentsOtherSchedule2
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WEST STREET CAPITAL PARTNERS VIII AT COST 133,405 136,694
    SLR HEALTHCARE ACCESS AT COST 50,636 45,930
    GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 461,895 472,501

    TY 2021 OtherDecreasesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Description Amount
    ADJUSTED DONATED STOCK TO DONOR BASIS 10,242,927


    TY 2021 OtherExpensesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS EXPENSES 5,860 5,860   0
    ALTERNATIVE INVESTMENT PORTFOLIO FEES 1,565 1,565   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 937 937 937
    MISC INCOME 84 84 84


    TY 2021 OtherIncreasesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Description Amount
    NONTAXABLE DISTRIBUTIONS 1,482


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 20,298 20,298   0


    TY 2021 TaxesSchedule
    Name:
    MICHAEL A AND CONNIE V JOINES FAMILY
     
    FOUNDATION INC
    EIN:
    47-2581672
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 3,592 3,592   0
    FEDERAL EXCISE TAXES 14,115 0   0