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
GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 1998
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA GRANDE, FL33921
A Employer identification number

72-1404522
B Telephone number (see instructions)

(504) 207-8555
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$29,773,859J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 506 506  
4 Dividends and interest from securities... 780,798 774,049  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,010,933
b Gross sales price for all assets on line 6a 27,609,117
7 Capital gain net income (from Part IV, line 2)... 2,010,933
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 20,276 20,276  
12 Total. Add lines 1 through 11........ 2,812,513 2,805,764  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 218,400 72,000   146,400
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 33,700 0   33,700
c Other professional fees (attach schedule).... Click to see attachment 280,803 279,753   1,050
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 34,453 13,172   11,281
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,073 0   3,073
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 47,787 47,023   764
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 618,216 411,948   196,268
25 Contributions, gifts, grants paid....... 1,251,895 1,251,895
26 Total expenses and disbursements. Add lines 24 and 25 1,870,111 411,948   1,448,163
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 942,402
b Net investment income (if negative, enter -0-) 2,393,816
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............. 570,104 234,799 234,799
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)....... 2,237,113 Click to see attachment2,212,188 5,591,762
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 19,892,283 Click to see attachment21,276,668 23,947,298
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) 22,699,500 23,723,655 29,773,859
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 22,699,500 23,723,655
29 Total net assets or fund balances (see instructions)..... 22,699,500 23,723,655
30 Total liabilities and net assets/fund balances (see instructions). 22,699,500 23,723,655
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
22,699,500
2
Enter amount from Part I, line 27a .....................
2
942,402
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
81,753
4
Add lines 1, 2, and 3 ..........................
4
23,723,655
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
23,723,655
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 CHARLES SCHWAB ACCT 1624 P 2021-01-01 2021-06-30
b CHARLES SCHWAB ACCT 1624 P 2020-01-01 2021-06-30
c THRU WP PE X TRUST P 2020-01-01 2021-06-30
d CAPITAL GAINS 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 19,564,384   19,230,002 334,382
b 7,962,407   6,368,182 1,594,225
c 13,551     13,551
d 68,775     68,775
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       334,382
b       1,594,225
c       13,551
d       68,775
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 2,010,933
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 33,274
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 33,274
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,131
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 72,131
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
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 38,853
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38,853 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)
    bulletLA
    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 addressbulletWWW.MCILHENNY.ORG
    14
    The books are in care ofbulletEDWIN R RODRIGUEZ JR Telephone no.bullet (504) 207-8555

    Located atbulletP O BOX 1998BOCA GRANDEFL ZIP+4bullet33921
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (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
     
    No
    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
    EDWIN R RODRIGUEZ JR PRESIDENT
    6.00     		144,000 0 0
    P O BOX 1998
    BOCA GRANDE,FL33921
    JUDITH MCILHENNY SECRETARY
    3.00     		60,000 0 0
    P O BOX 96
    AVERY ISLAND,LA70513
    RICHARD RODRIGUEZ DIRECTOR
    0.50     		7,200 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    CLARK FITZ-HUGH DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    BARBARA FITZ-HUGH DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ELIZABETH JAEGER DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ELEANOR R BROWN DIRECTOR
    0.50     		7,200 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    ROSEMARY R DINKINS DIRECTOR
    0.50     		0 0 0
    1100 POYDRAS ST STE 1350
    NEW ORLEANS,LA70163
    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 0
    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
    28,488,836
    b
    Average of monthly cash balances.......................
    1b
    360,997
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,849,833
    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
    28,849,833
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    432,747
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    28,417,086
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,420,854
    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
    1,420,854
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    33,274
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,274
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,387,580
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,387,580
    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
    1,387,580
    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 1,387,580
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 29,649
    c From 2018...... 149,779
    d From 2019...... 82,120
    e From 2020......  
    f Total of lines 3a through e ........ 261,548
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,448,163
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,387,580
    e Remaining amount distributed out of corpus 60,583
    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 5 322,131
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		322,131
    10 Analysis of line 9:
    a Excess from 2017.... 29,649
    b Excess from 2018.... 149,779
    c Excess from 2019.... 82,120
    d Excess from 2020....  
    e Excess from 2021.... 60,583
    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 e-mail address of the person to whom applications should be addressed:
    EDWIN R RODRIGUEZ JR
    1100 POYDRAS ST SUITE 1350
    NEW ORLEANS,LA70163
    (504) 207-8555
    INFO@MCILHENNY.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    APPROVED SCHOLARSHIP APPLICATION FORM MUST BE OBTAINED FROM THE FOUNDATION'S WEBSITE AND SUBMITTED ONLINE.
    cAny submission deadlines:
    FALL APPLICATIONS MUST BE SUBMITTED BY SEPTEMBER 30.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SCHOLARSHIPS ARE RESTRICTED TO ACCREDITED UNIVERSITY OR TRADE SCHOOL. RECIPIENTS ARE EMPLOYEES AND FAMILY MEMBERS OF EMPLOYEES OF E MCILHENNY'S SON CORPORATION BASED ON MERIT. THE SCHOLARSHIPS WILL BE WRITTEN AGREEMENTS REQUIRING THE FUNDS TO BE USED SOLELY FOR TUITION AND RELATED EXPENSES. EACH SCHOLARSHIP GRANT WILL BE FOR ONE ACADEMIC YEAR WITH THE POSSIBILITY OF RENEWAL EACH SUCCEEDING YEAR BASED UPON CONTINUED ENROLLMENT AND SATISFACTORY ACADEMIC PROGRESS. QUALIFIED RECIPIENTS WILL BE SELECTED BY AN UNBIASED, OBJECTIVE COMMITTEE COMPLETELY INDEPENDENT OF THE FOUNDATION AND THE COMPANY.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    A STUDIO IN THE WOODS
    13401 PATTERSON ROAD
    NEW ORLEANS,LA70131     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    AUDUBON NATURE INSTITUTE
    P0 BOX 4327
    NEW ORLEANS,LA70178     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    BAUDOIN TREVOR
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 237
    BAYOU DISTRICT FOUNDATION
    320 JULIA STREET
    NEW ORLEANS,LA70130     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    BOCA GRANDE WOMEN'S CLUB
    7 PEEKINS COVE DRIVE
    BOCA GRANDE,FL33921     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 1,000
    BOUTTE MASON
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 285
    BRIGHT SCHOOL FOR THE DEAF
    141 ROBERT E LEE BLVD SUITE 110
    NEW ORLEANS,LA70124     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    BUREAU OF GOVERNMENTAL RESEARCH
    938 LAFAYETTE ST SUITE 200
    NEW ORLEANS,LA70113     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 15,000
    CASHIERS HISTORICAL SOCIETY
    1940 HWY 107S
    CASHIERS,NC28717     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    CHARTWELL CENTER
    1027 NAPOLEON AVENUE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    CHATTANOOGA CONSERVANCY INC
    9 SEQUOIA HILLS LANE
    CLAYTON,GA30525     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 1,000
    CHILDREN'S MUSEUM OF ACADIANA
    201 E CONGRESS ST
    LAFAYETTE,LA70501     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    COMMUNITY SAILING NEW ORLEANS INC
    WEST END PARK
    NEW ORLEANS,LA70124     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 20,000
    CRIMESTOPPERS
    3300 METAIRIE RD
    METAIRIE,LA70001     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    DELTA WATERFOWL FOUNDATION
    1412 BASIN AVE
    BISMARCK,ND58504     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 20,000
    DERISE MACI
    1315 L DUBOIS RD
    NEW IBERIA,LA70560     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 192
    DOOLEY LAUREN
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 277
    DUCKS UNLIMITED
    ONE WATERFOWL WAY
    MEMPHIS,TN38120     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    GREATER NEW ORLEANS FOUNDATION
    1055 ST CHARLES AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 165,000
    HALL CARSON
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 96
    HOGS FOR THE CAUSE
    760 MAGAZINE STREET UNIT 214
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    ISIDORE NEWMAN SCHOOL
    1903 JEFFERSON AVE
    NEW ORLEANS,LA70115     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    JUNIOR ACHIEVEMENT
    DELGADO COMMUNITY COLLEGE 615 CITY
    PARK AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 7,500
    LAND TRUST FOR LITTLE TENNESSEE
    557 E MAIN ST
    FRANKLIN,NC28734     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    LANDRY TREVOR
    PO BOX 88
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 300
    LEUKEMIA & LYMPHOMA SOCIETY
    3 INTERNATIONAL DR SUITE 200
    RYE BROOK,NY10573     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 15,000
    LIPARI CADE
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 600
    LONGUE VUE HOUSE AND GARDENS
    7 BAMBOO ROAD
    NEW ORLEANS,LA70124     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 1,500
    LOUISE S MCGEHEE SCHOOL
    2343 PRYTANIA STREET
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    LOUISIANA CENTER FOR CHILDRENS RIGHTS
    1820 ST CHARLES AVE STE 205
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    LOUISIANA CHILDRENS MUSEUM
    420 JULIA STREET
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    LOUISIANA ENDOWMENT FOR THE HUMANITIES
    938 LAFAYETTE ST SUITE 300
    NEW ORLEANS,LA70113     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 5,000
    LOUISIANA MUSEUM FOUNDATION
    828 ROYAL ST
    NEW ORLEANS,LA70116     		NONE PC FURTHER THE PURPOSE OF THE RECIPIENT CHARITY 10,000
    LOUISIANA STATE UNIVERSITY
    1146 PLEASANT HALL
    BATON ROUGE,LA70801     		NONE PC PROVIDE SCHOLARSHIPS FOR STUDENTS SELECTED IN ACCORDANCE WITH PROCEDURES APPROVED IN ADVANCE BY IRS 28,282
    LOUISIANA WILDLIFE AND FISHERIES FOUNDATION
    PO BOX 80378
    BATON ROUGE,LA70898     		NONE PC WILDLIFE CONSERVATION 10,000
    MACALESTER & MELIGNY TENNIS ACADEMY
    3600 CHATEAU BLVD
    KENNER,LA70065     		NONE NC FOSTER NATIONAL AMATEUR SPORTS COMPETITION BY PROVIDING JUNIORS AGES 4-18 WITH THE TOOLS AND TRAINING TO COMPETE NATIONALLY; THE ORGANIZATION DOES NOT PROVIDE FACILITIES OR EQUIPMENT 1,000
    MAKE MUSIC NOLA
    1024 ELYSIAN FIELDS AVENUE
    NEW ORLEANS,LA70117     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    METAIRIE PARK COUNTRY DAY SCHOOL
    300 PARK RD
    METAIRIE,LA70005     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    METROPOLITAN CRIME COMMISSION
    1615 POYDRAS STREET STE 1060
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 20,000
    NATIONAL FISH AND WILDLIFE FOUNDATION
    1133 FIFTEENTH ST NW STE 1100
    WASHINGTON,DC20005     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 100,000
    NATIONAL PRESBYTERIAN SCHOOL
    4121 NEBRASKA AVE NW
    WASHINGTON,DC20016     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 110,000
    NEW ORLEANS POLICE AND JUSTICE FOUNDATION INC
    320 METAIRIE HAMMOND HIGHWAY NO 5
    METAIRIE,LA70005     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 50,000
    NEW ORLEANS WOMEN'S AND CHILDREN'S SHELTER
    2020 SOUTH LIBERTY STREET
    NEW ORLEANS,LA70113     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 30,000
    NOCCA
    2800 CHARTRES ST
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    OPTIONS INC
    19362 WEST SHELTON ROAD
    HAMMOND,LA70401     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    OZANAM INN
    843 CAMP STREET
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    POSSE FOUNDATION NEW ORLEANS
    1515 POYDRAS ST STE 610
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    PRO BONO PUBLICO FOUNDATION
    PO BOX 50820
    NEW ORLEANS,LA70150     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 100,000
    RAPHAEL VILLAGE
    517 SORAPARU ST STE 104
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    ROBERT E LEE MEMORIAL ASSN DBA STRATFORD HALL
    483 GREAT HOUSE ROAD
    STRATFORD,VA22558     		NONE PC EDUCATION 5,000
    ROGERS DEVIN
    P O BOX 134
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 69
    SECOND HARVEST FOOD BANK OF NEW ORLEANS
    700 EDWARDS AVE
    NEW ORLEANS,LA70123     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    SON OF A SAINT
    2521 METAIRIE LAWN DR SUITE 217
    METAIRIE,LA70002     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 25,000
    SOUTH LOUISIANA COMMUNITY COLLEGE
    1101 BERTRAND DRIVE
    LAFAYETTE,LA70506     		NONE PC PROVIDE SCHOLARSHIPS FOR STUDENTS SELECTED IN ACCORDANCE WITH PROCEDURES APPROVED IN ADVANCE BY IRS 2,133
    SOUTHERN FOOD & BEVERAGE INSTITUTE
    1609 ORETHA C HALEY BLVD
    NEW ORLEANS,LA70113     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 10,000
    ST GEORGE EPISCOPAL SCHOOL
    923 NAPOLEON AVE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    STARKOVICH DAVID
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 217
    STEM LIBRARY LAB
    3121 ST BERNARD AVENUE
    NEW ORLEANS,LA70119     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    STUART HALL SCHOOL FOR BOYS
    2032 SOUTH CARROLLTON AVENUE
    NEW ORLEANS,LA70118     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,000
    TEACH FOR AMERICA NOLA
    1055 ST CHARLES AVE SUITE 600
    NEW ORLEANS,LA70130     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 25,000
    THE ISLAND SCHOOL INC
    P O BOX 1090
    BOCA GRANDE,FL33921     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 10,000
    THE VILLAGE GREEN
    PO BOX 2201
    CASHIERS,NC28717     		NONE PC FURTHER PURPOSES OF RECIPIENT CHARITY 52,500
    THE WOODS ACADEMY
    6801 GREENTREE ROAD
    BETHESDA,MD20817     		NONE PC EDUCATION 5,000
    THERIOT J P
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 600
    TRINITY EPISCOPAL CHURCH
    1329 JACKSON AVENUE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 5,075
    TRINITY EPISCOPAL SCHOOL
    1315 JACKSON AVENUE
    NEW ORLEANS,LA70130     		NONE PC EDUCATION 5,000
    UNIVERSITY OF LOUISIANA-LAFAYETTE
    104 UNIVERSITY CIRCLE
    LAFAYETTE,LA70504     		NONE PC PROVIDE SCHOLARSHIPS FOR STUDENTS SELECTED IN ACCORDANCE WITH PROCEDURES APPROVED IN ADVANCE BY IRS 78,345
    VATOR CHRISTINA
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 508
    VATOR SARA
    P O BOX 31
    AVERY ISLAND,LA70513     		NONE I SCHOLARSHIP PAYMENT UNDER PROGRAM PRE-APPROVED BY IRS 179
    WYES-TV
    916 NAVARRE AVE
    NEW ORLEANS,LA70112     		NONE PC FURTHER CHARITABLE PURPOSES OF RECIPIENT CHARITY 100,000
    Total .................................bullet 3a 1,251,895
    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 ...........     		    14 506  
    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 2,010,933  
    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 2,812,513 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,812,513
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 33,700 0   33,700

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 2,212,188 5,591,762

    TY 2021 InvestmentsOtherSchedule2
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    EXCHANGE TRADED FUNDS AT COST 15,517,439 18,369,968
    MONEY MARKET FUNDS AT COST 2,697 2,685
    MUTUAL FUNDS AT COST 4,702,324 4,893,693
    OTHER INVESTMENTS AT COST 1,054,208 680,952

    TY 2021 OtherExpensesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    THROUGH WP PE X TRUST 933 933   0
    BLOOMBERG 27,659 27,659   0
    NYSE MARKET 540 540   0
    THROUGH BLACKSTONE ALTERNATIVES SOL 2014 LP 132 132   0
    OPTION PRICE REPORTING AUTHORITY 284 284   0
    THROUGH ENTERPRISE PRODUCTS PARTNERS 11 11   0
    THROUGH REGENERATIVE PROCESSING PLANT LLC 811 811   0
    MISCELLANEOUS EXPENSES 16,603 16,603   0
    GUSTO FEES 764 0   764
    ADR FEES 35 35   0
    PAYTRUST FEES 15 15   0


    TY 2021 OtherIncomeSchedule2
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    THROUGH BLACKSTONE ALTERNATIVES SOLUTION 2014 TRUST 820 820 820
    THROUGH ENTERPRISE PRODUCTS PARTNERS 19,454 19,454 19,454
    THROUGH WP PE X TRUST LLC 2 2 2


    TY 2021 OtherIncreasesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Description Amount
    ADJUSTMENT TO BASIS TO EQUAL BROKERAGE FIRM CARRYING VALUE 81,753


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES (CS 1624) 279,753 279,753   0
    WEBSITE MAINTENANCE 1,050 0   1,050


    TY 2021 TaxesSchedule
    Name:
    GUSTAF WESTFELDT MCILHENNY FAMILY FOUNDA
    EIN:
    72-1404522
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,752 5,471   11,281
    EXCISE TAXES 10,000 0   0
    FOREIGN TAX ON DIVIDENDS (CS 1624) 6,339 6,339   0
    FOREIGN TAX THRU WP PE X TRUST 1,362 1,362   0