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
FLEETWOOD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)345 ST PETER STREET SUITE 2020
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PAUL, MN55102
A Employer identification number

41-1794941
B Telephone number (see instructions)

(651) 291-7035
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$36,708,857J 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 10,100 10,100  
4 Dividends and interest from securities... 837,926 837,926  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 601,107
b Gross sales price for all assets on line 6a 2,089,591
7 Capital gain net income (from Part IV, line 2)... 601,107
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,449,133 1,449,133  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 3,600 1,800    
c Other professional fees (attach schedule).... Click to see attachment 73,337 67,333    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 91,362      
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 419      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 168,718 69,133   0
25 Contributions, gifts, grants paid....... 1,232,650 1,232,650
26 Total expenses and disbursements. Add lines 24 and 25 1,401,368 69,133   1,232,650
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 47,765
b Net investment income (if negative, enter -0-) 1,380,000
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.............      
2 Savings and temporary cash investments......... 2,242,716 2,528,264 2,528,264
3 Accounts receivable bullet7,784
Less: allowance for doubtful accounts bullet     7,784 7,784
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)....... 3,526,120 Click to see attachment3,322,270 34,172,809
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)..........      
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) 5,768,836 5,858,318 36,708,857
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)   Click to see attachment41,717
23 Total liabilities (add lines 17 through 22).........   41,717
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,768,836 5,816,601
29 Total net assets or fund balances (see instructions)..... 5,768,836 5,816,601
30 Total liabilities and net assets/fund balances (see instructions). 5,768,836 5,858,318
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
5,768,836
2
Enter amount from Part I, line 27a .....................
2
47,765
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,816,601
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,816,601
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 P    
b
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 2,081,938   1,488,484 593,454
b
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       593,454
b
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 2 601,107
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  
3 Add lines 1 and 2........................... 3 19,182
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 19,182
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 50,000
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 50,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 84
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 30,734
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet30,734 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMN
    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 ofbulletEDWIN J MCCARTHY Telephone no.bullet (651) 291-7035

    Located atbullet345 ST PETER STREETSUITE 2020ST PAULMN ZIP+4bullet55102
    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
     
     
    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
    EDWIN J MCCARTHY PRESIDENT
    0.25     		0 0 0
    345 ST PETER STREET
    SUITE 2020
    ST PAUL,MN55102
    THOMAS O MCCARTHY TREASURER
    0.25     		0 0 0
    345 ST PETER STREET
    SUITE 2020
    ST PAUL,MN55102
    KATHRYN M PARSONS SECRETARY
    0.25     		0 0 0
    345 ST PETER STREET
    SUITE 2020
    ST PAUL,MN55102
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    36,447,303
    b
    Average of monthly cash balances.......................
    1b
    387,580
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    36,834,883
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    36,834,883
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    552,523
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    36,282,360
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,814,118
    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
    1,814,118
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    19,182
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    19,182
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,794,936
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,794,936
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,794,936
    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 1,794,936
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 1,106,194
    b Total for prior years:20, 20, 20  
    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 ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,232,650
    a Applied to 2020, but not more than line 2a 1,106,194
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 126,456
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (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  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		1,668,480
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    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).)
    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
    ACE SCHOLARSHIP
    5251 DTC PARKWAY
    SUITE 1150
    GREENWOOD VILLAGE,CO80111     		    SCHOLARSHIP 1,250
    APP FOUNDATION
    2800 SHIRLINGTON RD
    SUITE 1201-B
    ARLINGTON,VA22206     		    OPERATING 10,000
    ARTS PARTNERSHIP
    345 WASHINGTON AVENUE
    SAINT PAUL,MN55102     		    ANNUAL 10,000
    AMERICAN RED CROSS OF MN
    1201 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55454     		    OPERATING 50,000
    AVON OLD FARMS SCHOOL
    500 OLD FARMS ROAD
    AVON,CT06001     		    HOCKEY RINK 25,000
    AVON OLD FARMS SCHOOL
    500 OLD FARMS ROAD
    AVON,CT06001     		    ANNUAL 10,000
    BELL MUSEUM OF NATURAL HISTORY
    200 OAK STREET SE
    ST PAUL,MN55455     		    OPERATING 7,500
    BOYS & GIRLS CLUB OF MARTIN COUNTY
    11500 SE LARES AVE
    HOBE SOUND,FL33455     		    OPERATING 85,000
    BOYS & GIRLS CLUB OF TC
    6500 NICOLLET AVENUE S
    MINNEAPOLIS,MN55423     		    OPERATING 7,500
    BUCKNELL UNIVERSITY
    301 MARKET ST
    SUITE 2
    LEWISBURG,PA17837     		    1 X CONTRI. 1,000
    CHILDREN'S HOSP & CLINIC
    345 N SMITH AVENUE
    ST PAUL,MN55102     		    OPERATING 10,000
    CHILDREN'S THEATRE COMPANY
    2400 THIRD AVENUE S
    MINNEAPOLIS,MN55404     		    OPERATING 10,000
    CHRIST MEMORIAL CHAPEL
    52 S BEACH ROAD
    HOBE SOUND,FL33455     		    OPERATING 1,500
    CIRCUS JUVENTAS
    1270 MONTREAL AVENUE
    ST PAUL,MN55116     		    OPERATING 5,000
    COMMUNITY FUNDS INC
    909 3RD AVE
    NEW YORK,NY10022     		    FL COMM. FUND 25,000
    COMO FRIENDS
    122 ESTABROOK DRIVE
    ST PAUL,MN55103     		    OPERATING 7,500
    COURAGE CENTER
    3915 GOLDEN VALLEY ROAD
    MINNEAPOLIS,MN55422     		    OPERATING 5,000
    CURE ALZHEIMERS
    34 WASHINGTON STREET
    WELLESLEY HILLS,MA02481     		    OPERATING 10,000
    DEERFIELD ACADEMY
    7 BOYDEN ROAD
    DEERFIELD,MA01342     		    OPERATING 1,000
    DELTA WATERFOWL
    PO BOX 3128
    BISMARCK,ND58502     		    OPERATING 7,500
    DENVER SCHOLARSHIP FUND
    789 SHERMAN ST
    SUITE 610
    DENVER,CO80203     		    SCHOLARSHIP FUND 1,200
    DODGE NATURE CENTER
    365 MARIE AVENUE W
    WEST ST PAUL,MN55118     		    OPERATING 5,000
    DUMBARTON HOUSE
    2715 Q STREET NW
    WASHINGTON,DC20007     		    ANNUAL 5,000
    DUNBAR EARLY LEARNING CENTER
    12100 SOUTHEAST LANTANA A
    HOBE SOUND,FL33455     		    ANNUAL 2,000
    ETHEL WALKER SCHOOL
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070     		    CAPITAL 2,000
    ETHEL WALKER SCHOOL
    230 BUSHY HILL ROAD
    SIMSBURY,CT06070     		    OPERATING 50,000
    EVERGLADES FOUNDATION
    18001 OLD CUTLER ROAD
    SUITE 625
    PALMETTO BAY,FL33157     		    OPERATING 1,000
    FISHERS ISLAND LIBRARY
    PO BOX 366
    FISHERS ISLAND,NY06390     		    CAPITAL 2,000
    FISHERS ISLAND REC PATH FOUNDATION
    PO BOX 619
    FISHERS ISLAND,NY063900619     		    OPERATING 1,000
    FISHERS ISLAND UNION CHAPEL
    821 CRESCENT AVENUE
    FISHERS ISLAND,NY06390     		    OPERATING 2,000
    FISHERS ISLAND UNION CHAPEL
    821 CRESCENT AVENUE
    FISHERS ISLAND,NY06390     		    CAPITAL 15,000
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		    OPERATING 40,000
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		    EXHIBITS 5,000
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		    ANNUAL 5,000
    FRANKLIN & MARSHALL
    PO BOX 3003
    LANCASTER,PA17604     		    ANNUAL 1,000
    GILLETTE CHILDREN'S FOUNDATION
    183 UNIVERSITY AVE E
    ST PAUL,MN55101     		    OPERATING 15,000
    GORDON SCHOOL
    45 MAXFIELD AVE
    E PROVIDENCE,RI02914     		    ANNUAL 1,000
    HOBART AND WILLIAM SMITH COLLEGES
    300 PULTENEY ST
    GENEVA,NY14456     		    ANNUAL 1,000
    HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HWY
    HOBE SOUND,FL33455     		    OPERATING 20,000
    HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HWY
    HOBE SOUND,FL33455     		    ENDOWMENT 25,000
    HOSPITAL FOR SPECIAL SURGERY
    535 37TH ST
    NEW YORK,NY10021     		    OPERATING 25,000
    HUNTERS HARVEST
    PO BOX 860770
    MINNEAPOLIS,MN55486     		    OPERATING 10,000
    ISLAND HEALTH PROJECT
    PO BOX 344
    FISHERS ISLAND,NY06390     		    OPERATING 16,000
    JUPITER ISLAND CLINIC
    100 ESTRADA SQUARE
    HOBE SOUND,FL33455     		    OPERATING 6,000
    JUPITER ISLAND MEDICAL CENTER FOUND
    1210 S OLD DIXIE HIGHWAY
    BUILDING EAST 1002
    JUPITER,FL33458     		    OPERATING 5,000
    KRAVIS CENTER
    701 OKEECHOBEE BLVD
    WEST PALM BEACH,FL33480     		    ANNUAL 10,000
    LAKE FOREST COLLEGE
    555 N SHERIDAN ROAD
    LAKE FOREST,IL60045     		    SPORTS COMPLEX 25,000
    LAKE FOREST COLLEGE
    555 N SHERIDAN ROAD
    LAKE FOREST,IL60045     		    OPERATING 7,500
    LAKESHORE PLAYERS
    4820 STEWART AVENUE
    WHITE BEAR LAKE,MN55110     		    BUILDING PROJECT 5,000
    LAWRENCE MEMORIAL HOSPITAL
    365 MONTAUK AVE
    NEW LONDON,CT06320     		    OPERATING 7,500
    LIFESPAN FOUNDATION
    167 POINT ST
    PROVIDENCE,RI02903     		    ANNUAL 1,000
    LIGHTHOUSE WORKS
    2500 KUNZE AVE
    ORLANDO,FL32806     		    OPERATING 10,000
    MAHTOMEDI AREA FOOD SHELF
    700 MAHTOMEDI AVE
    ST PAUL,MN55115     		    OPERATING 7,500
    MALTZ JUPITER THEATRE
    1001 E INDIANTOWN RD
    JUPITER,FL33477     		    OPERATING 2,500
    METROPOLITAN OPERA
    LINCOLN CENTER
    NEW YORK,NY10023     		    ANNUAL 2,500
    MINNEAPOLIS HEART INSTITUTE FOUND
    920 E 28TH ST
    SUITE 100
    MINNEAPOLIS,MN55407     		    ANNUAL 10,000
    MINNESOTA LAND TRUST - ENCAMPMENT
    2356 UNIVERSITY AVE
    SUITE 240
    ST PAUL,MN55114     		    RIVER AREA CONSERV. FUND 50,000
    MINNESOTA LAND TRUST - ENCAMPMENT
    2356 UNVIVERSITY AVE
    SUITE 240
    ST PAUL,MN55114     		    ANNUAL 5,000
    MINNESOTA MILITARY APPREC FUND
    PO BOX 2070
    MINNEAPOLIS,MN55402     		    OPERATING 10,000
    MINNESOTA PUBLIC RADIO
    480 CEDAR STREET
    ST PAUL,MN55101     		    OPERATING 5,000
    MINNESOTA STATE FAIR FOUNDATION
    1265 SNELLING AVE N
    ST PAUL,MN55108     		    HISTORY & HERITAGE 7,500
    MYSTIC SEAPORT
    75 GREENMANVILLE AVE
    MYSTIC,CT06355     		    OPERATING 1,000
    NATURE CONSERVANCY
    1101 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55415     		    ANNUAL 5,000
    NEXT STEP
    99 BISHOP ALLEN DR
    CAMBRIDGE,MA02139     		    ANNUAL 10,000
    NORTHERN ARIZONA UNIV FOUNDATION
    PO BOX 4094
    FLAGSTAFF,AZ86011     		    ANNUAL 3,000
    NORTHSTAR COUNCIL
    393 MARSHALL AVE
    ST PAUL,MN55102     		    LEADERSHIP CAMPAIGN 10,000
    NORTON MUSEUM
    1451 S OLIVE AVE
    WEST PALM BEACH,FL33401     		    OPERATING 15,000
    OAKLAND CEMETERY
    927 JACKSON STREET
    ST PAUL,MN55117     		    OPERATING 5,000
    OCEAN REEF CHAPEL FOUNDATION
    50 BARRACUDA LANE
    KEY LARGO,FL33037     		    OPERATING 10,000
    OCEAN REEF CULTURAL CENTER
    200 ANCHOR DR
    KEY LARGO,FL33037     		    OPERATING 25,000
    OCEAN REEF MEDICAL FOUNDATION
    50 BARRACUDA LN
    KEY LARGO,FL33037     		    OPERATING 25,000
    ONE WORLD SURGERY
    510 LAKE COOK RD
    SUITE 400
    DEERFIELD,IL60045     		    SURGERY CENTER 50,000
    ORDWAY CENTER FOR PERFORM
    345 WASHINGTON AVENUE
    ST PAUL,MN55102     		    OPERATING 15,000
    PACIFIC PINBALL MUSEUM
    1510 WEBSTER ST
    ALAMEDA,CA94501     		    OPERATING 15,000
    PALM BEACH DAY ACADEMY
    241 SEAVIEW AVE
    PALM BEACH,FL33480     		    OPERATING 1,200
    PEOPLE INCORPORATED
    317 YORK AVENUE
    ST PAUL,MN55130     		    OPERATING 2,500
    PINBALL HALL OF FAME
    4925 LAS VEGAS BLVD
    LAS VEGAS,NV89119     		    OPERATING 25,000
    POMFRET SCHOOL
    398 POMFRET STREET
    POMFRET,CT06258     		    OPERATING 5,500
    PROJECT PINBALL
    PO BOX 368022
    BONITA SPRINGS,FL34136     		    GENERAL USE 25,000
    RI SCHOOL OF DESIGN
    TWO COLLEGE STREET
    PROVIDENCE,RI02903     		    OPERATING 3,000
    SCHUBERT CLUB
    75 WEST 5TH STREET
    ST PAUL,MN55102     		    OPERATING 5,000
    SCIENCE MUSEUM OF MN
    120 WEST KELLOGG BLVD
    ST PAUL,MN55102     		    CAPITAL 10,000
    SECOND HARVEST HEARTLAND
    1140 GERVAIS AVE
    ST PAUL,MN55109     		    ANNUAL 5,000
    SOMERSET SCHOOL
    645 SUNRISE DR
    SOMERSET,WI54025     		    OPERATING 5,000
    ST EDWARD CHURCH
    144 NORTH COUNTY ROAD
    PALM BEACH,FL33480     		    OPERATING 5,000
    ST JOHN IN THE WILDERNESS
    2175 FIRST STREET
    WHITE BEAR LAKE,MN55110     		    GROUNDS & MAINTENANCE 40,000
    ST JOHN THE EVANGELIST EPISCOPAL CH
    60 KENT STREET
    ST PAUL,MN55102     		    OPERATING 15,000
    ST JOHNS CHURCH - FI
    PO BOX 505
    FISHERS ISLAND,NY06390     		    OPERATING 2,000
    ST PAUL ROTARY FOUNDATION
    401 N ROBERT STREET
    ST PAUL,MN55101     		    OPERATING 5,000
    THE BANNER LAKE CLUB
    PO BOX 1875
    HOBE SOUND,FL33455     		    GRANT 1,000
    THE BARRIE FUND
    1400 I ST NW
    WASHINGTON,DC20005     		    CAPITAL 2,000
    THE CONSERVATION FUND
    1655 N FORT MYER DR
    SUITE 1300
    ARLINGTON,VA22209     		    CONSERVATION FUND 25,000
    THE MAYO CLINIC FOUNDATION
    200 FIRST STREET SW
    ROCHESTER,MN55905     		    OPERATING 30,000
    THE MAYO FOUNDATION - JACKSONVILLE
    4500 SAN PABLO ROAD S
    NUMBER 37
    JACKSONVILLE,FL32224     		    OPERATING 20,000
    THE RECTORY SCHOOL
    528 POMFRET STREET
    POMFRET,CT06258     		    ANNUAL 10,000
    THE SALVATION ARMY
    2445 PRIOR AVENUE
    ST PAUL,MN55113     		    ANNUAL 25,000
    THE SOCIETY FOR THE FOUR ARTS
    2 FOUR ARTS PLAZA
    PALM BEACH,FL33480     		    ANNUAL 5,000
    THE SOCIETY FOR THE FOUR ARTS
    2 FOUR ARTS PLAZA
    PALM BEACH,FL33480     		    ENDOWMENT 3,000
    TPT TWIN CITIES PUBLIC TV
    172 E FOURTH STREET
    ST PAUL,MN55101     		    OPERATING 5,000
    UNITED WAY OF TWIN CITIES
    408 SOUTH EIGHTH STREET
    MINNEAPOLIS,MN55404     		    OPERATING 10,000
    UNIVERSITY OF DENVER
    798 SHERMAN ST
    PO BOX 610
    DENVER,CO80203     		    SCHOLARSHIP FUND 1,000
    USSGA
    79 KNOLLWOOD ROAD
    ELMSFORD,NY10523     		    OPERATING 1,000
    WHITE BEAR CENTER FOR ART
    2228 FOURTH STREET
    WHITE BEAR LAKE,MN55110     		    OPERATING 5,000
    WHITE BEAR LAKE EMERG FOOD SHELF
    1884 WHITAKER AVENUE
    WHITE BEAR LAKE,MN55110     		    OPERATING 7,500
    WHITE BEAR LAKE HIST SOCIETY
    4751 HIGHWAY 61
    WHITE BEAR LAKE,MN55110     		    OPERATING 5,000
    WHITE BEAR LAKE SAILING SCHOOL
    PO BOX 10865
    WHITE BEAR LAKE,MN55110     		    OPERATING 2,500
    WILDERNESS INQUIRY
    808 14TH AVENUE SE
    MINNEAPOLIS,MN55414     		    OPERATING 5,000
    WILDLIFE REHABILITATION
    2530 DALE STREET
    ROSEVILLE,MN55113     		    OPERATING 7,500
    WOMEN & INFANTS HOSPITAL
    101 DUDLEY STREET
    PROVIDENCE,RI02905     		    OPERATING 2,000
    Total .................................bullet 3a 1,232,650
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 10,100  
    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 ............     		    18 601,107  
    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) ..   1,449,133  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,449,133
    (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:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      3,600 1,800    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    100 SH ALPHABET INC 103,892 289,704
    130 SH AMAZON.COM 193,510 433,464
    500 SH MASTERCARD INC 93,355 179,660
    750 SH VISA INC 98,310 162,533
    1,800 SH WALT DISNEY CO 195,837 278,802
    124,400 SH 3M 96 21,564,282
    500 SH SEVENTY SEVEN ENERGY INC 4,009  
    1,000 SH IMPERIAL BRANDS 6,949 22,004
    11,800 SH EXXON MOBIL CORP 633,628 722,042
    5,600 SH AMERICAN TOWER CORP 50,120 1,638,000
    4,800 SH WEYERHAEUSER CO 87,210 197,664
    28,000 SH APPLE INC 53,090 4,971,960
    3,080 SH CHEVRON CORP 107,700 361,438
    5,000 SH JOHN HANCOCK PFD INC FD 110,671 104,400
    6,325 SH U.S. BANCORP NEW 114,566 355,275
    8,000 SH DUKE REALTY CORP 139,437 525,120
    3,750 SH BERKSHIRE HATHAWAY 186,341 1,121,250
    133,476 SH SALIENT MLP/ENERGY INFR    
    9,173 SH RELMADA THERAPEUTICS 227,343 206,668
    1,250 SH UNION PACIFIC CORP 191,800 314,913
    30,000 SH SPROTT PHYS SILVER TR F    
    16,000 SH AMMO, INC 446,726 444,000
    13,000 SH ISHARES SILVER TRUST 277,680 279,630

    TY 2021 OtherExpensesSchedule
    Name:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    OFFICE EXPENSE 419      


    TY 2021 OtherLiabilitiesSchedule
    Name:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Description Beginning of Year - Book Value End of Year - Book Value
    3M CALLS OUTSTANDING   41,717


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 67,333 67,333    
    LEGAL FEES 6,004      


    TY 2021 TaxesSchedule
    Name:
    FLEETWOOD FOUNDATION
    EIN:
    41-1794941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE TAX/FEE 25      
    FEDERAL TAXES 91,337