Form990-PF
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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
David and Wynne Baruch Family Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)2 N LaSalle Street 1700
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Chicago, IL60602
A Employer identification number

82-4851400
B Telephone number (see instructions)

(847) 226-8555
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$474,645J 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 6 6 6
4 Dividends and interest from securities... 12,318 12,318 12,318
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 21,684
b Gross sales price for all assets on line 6a 307,621
7 Capital gain net income (from Part IV, line 2)... 21,691
8 Net short-term capital gain......... 1,432
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........ 34,008 34,015 13,756
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 1,800     1,800
c Other professional fees (attach schedule).... Click to see attachment 5,924 5,924    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 list of attachments 317 202   115
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 8,041 6,126   1,915
25 Contributions, gifts, grants paid....... 41,000 41,000
26 Total expenses and disbursements. Add lines 24 and 25 49,041 6,126   42,915
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -15,033
b Net investment income (if negative, enter -0-) 27,889
c Adjusted net income (if negative, enter -0-)... 13,756
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......... 33,484 43,584 43,584
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.......... 2,786 2,698  
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 74,911 Click to see attachment111,799 150,432
c Investments—corporate bonds (attach schedule)....... 1,428    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 328,622 Click to see attachment267,902 280,629
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) 441,231 425,983 474,645
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 441,231 425,983
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 441,231 425,983
30 Total liabilities and net assets/fund balances (see instructions). 441,231 425,983
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
441,231
2
Enter amount from Part I, line 27a .....................
2
-15,033
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
426,198
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
215
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
425,983
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 9 ANHEUSER BUSCH INBEV P 2020-09-14 2021-02-12
b 1 American Tower REIT Inc. P 2021-02-25 2021-05-05
c 10 AES Corp P 2021-02-25 2021-12-06
d 1 ADIDAS AG SPONSORED ADR P 2021-06-11 2021-11-29
e 1 BEIGENE LTD P 2021-02-16 2021-11-29
5 B AND M EUROPEAN VALUE P 2021-02-16 2021-11-29
1 CHARTER COMMUNICATIONS INC P 2020-03-16 2021-02-19
2 DIAGEO PLC SPSD P 2021-02-25 2021-06-11
1 META PLATFROMS INC P 2020-03-16 2021-02-12
12 QUADRATIC INT RET VOL P 2021-06-24 2021-11-29
184 QUADRATIC INT RET VOL P 2021-06-24 2021-12-13
15 ISHARES S&P LATIN AMERICA P 2021-01-25 2021-11-29
116 ISHARES S&P LATIN AMERICA P 2021-01-25 2021-12-13
61 ISHARES S&P LATIN AMERICA P 2021-02-25 2021-12-13
3 ISHARES S&P GLOBAL FINLS P 2021-04-12 2021-11-29
22 ISHARES IBOXX $ INVT GRADE CORP P 2020-10-15 2021-01-25
2 VANGUARD VALUE ETF P 2021-10-19 2021-11-29
24 ISHARES 10-20 YEAR TREASURY BOND P 2020-10-15 2021-05-03
1 ISHARES 10-20 YEAR TREASURY BOND P 2020-10-15 2021-07-19
32 WISDOMTREE FLOATING RATE TREASURY FUND P 2021-05-03 2021-11-29
6 SPDR KBW REGIONAL BANKING P 2021-01-25 2021-11-29
1 GLOBAL PMTS INC GEORGIA P 2020-03-16 2021-01-28
48 ENGIE SHS P 2021-03-17 2021-07-21
1 Jack Henry & Assoc Inc. P 2020-03-16 2021-02-16
2 ISHARES RS 2000 GROWTH P 2021-07-19 2021-11-29
21 ISHARES RS 2000 VALUE P 2020-11-13 2021-10-19
35 ISHARES RS 2000 VALUE P 2021-01-25 2021-10-19
12 ISHARES RS 2000 VALUE P 2021-02-25 2021-10-19
3 ISHARES RS 2000 VALUE P 2021-02-25 2021-11-29
1 ISHARES RS 2000 VALUE P 2021-02-25 2021-11-29
4 Intel Corp P 2021-02-25 2021-11-16
25 VANECK EMERGING MARKETS HIGH YIELD P 2021-01-25 2021-11-29
2 ISHARES MSCI JAPAN ETF P 2021-07-19 2021-09-14
4 ISHARES TR CORE MSCI EAF P 2021-07-19 2021-09-14
2 ISHARES TR CORE MSCI EAF P 2021-07-19 2021-11-29
4 ISHARES INC MSCI EMERGING MKTS EX CHINA P 2021-01-25 2021-11-29
62 FIRST TRUST LOW DURATIN OPPORTUNITIES P 2021-02-25 2021-06-24
14 INDUSTRIA DE DIESENO TEXTILE INDITEX P 2020-12-14 2021-11-29
8 PERNOD RICARD SA UNSPON P 2021-02-25 2021-03-29
46 ROYAL KPN NV P 2021-02-25 2021-12-06
1 HEALTH CARE SELECT SPDR P 2021-02-25 2021-11-29
6 SECTOR SPDR CONSUMERS STPL P 2020-03-16 2021-01-25
2 SELECT SECTOR SPDR TR P 2021-07-16 2021-11-29
3 SECTOR SPDR UTILITIES P 2020-03-16 2021-01-25
7 TERUMO CORP SHS P 2020-10-02 2021-01-29
9 UBS GROUP AG NAMEN AKT P 2020-12-02 2021-11-29
3 WABTEC P 2021-02-25 2021-03-17
96 AMERICAN CENURY SMALL CAP VALUE FD P 2021-07-19 2021-11-29
8 DELAWARE EMERGING MARKETS FD P 2021-07-19 2021-11-29
2 HARDING LOEVNER INTL EQUITY P 2021-07-19 2021-09-14
4 WELLS FARGO SPECIAL SMALL CAP VALUE FD I P 2021-07-19 2021-11-17
24 WELLS FARGO SPECIAL SMALL CAP VALUE FD I P 2021-07-19 2021-11-29
6 JP MORGAN SMALL CAP GROWTH FUND P 2021-08-11 2021-09-13
26 JP MORGAN SMALL CAP GROWTH FUND P 2021-08-11 2021-11-17
14 JP MORGAN SMALL CAP GROWTH FUND P 2021-08-11 2021-11-29
107 CARILLON EAGLE SMALL CAP GROWTH FUND P 2021-07-19 2021-08-11
12 WELLS FARGO SMALL COMPANY GROWTH FD INST P 2021-07-19 2021-11-17
8 WELLS FARGO SMALL COMPANY GROWTH FD INST P 2021-07-19 2021-11-29
8 GS GQG PARTNERS INTL OPPS FD CL INSTL P 2021-07-19 2021-09-14
2 Abbott Labs P 2018-11-12 2021-11-29
1 AON PLC REG SHS P 2018-09-27 2021-11-29
7 ABB LTD P 2020-07-13 2021-11-29
1 AMETEK INC NEW P 2020-05-22 2021-11-29
3 Astrazeneca Plc Spnd Adr P 2018-08-13 2021-07-19
7 Asahi Kasei Corp P 2018-08-13 2021-11-29
1 Asahi Kasei Corp P 2018-08-13 2021-11-29
10 AMERICA MOVIL SAB DE CV ADR SERIES L P 2020-04-20 2021-11-29
8 AIA Group Ltd P 2018-08-13 2021-11-29
3 American Tower REIT Inc. P 2018-08-13 2021-04-20
1 American Tower REIT Inc. P 2018-08-13 2021-05-05
1 American Tower REIT Inc. P 2020-03-16 2021-05-05
2 ASML HLDG Nv Reg Shs P 2018-08-13 2021-04-26
1 ASML HLDG Nv Reg Shs P 2018-08-13 2021-07-20
19 AES Corp P 2018-08-13 2021-02-12
16 AES Corp P 2018-08-13 2021-12-03
7 AES Corp P 2020-03-16 2021-12-03
2 AES Corp P 2020-03-16 2021-12-06
1 APPLE INC P 2018-08-13 2021-07-19
4 APPLE INC P 2018-08-13 2021-07-20
2 APPLE INC P 2018-08-13 2021-11-29
1 BROADCOM INC P 2018-08-13 2021-11-29
4 British Amn Tobaco Spadr P 2019-12-09 2021-11-29
6 CSX Corp P 2018-08-13 2021-11-29
4 Comcast Corp New Cl A P 2018-08-13 2021-11-29
7 Chevron Corp P 2018-08-13 2021-07-20
1 Chevron Corp P 2018-08-13 2021-11-29
1 Chevron Corp P 2020-03-16 2021-11-29
2 CME Group Inc P 2018-08-13 2021-07-20
22 CIE FINANCIERE RICHEMONT SA P 2020-10-27 2021-11-29
6 Carlsberg As Sponsoredad P 2018-08-13 2021-11-29
4 CITIZENS FINL GROUP INC P 2020-09-11 2021-11-29
1 CITIZENS FINL GROUP INC P 2020-09-14 2021-11-29
1 Crown Castle Reit Inc P 2018-08-13 2021-11-29
1 DANAHER CORP P 2018-08-13 2021-07-19
22 DNB BANK ASA SHS P 2018-08-13 2021-07-21
1 DIAGEO PLC SPSD P 2018-11-12 2021-05-05
2 DIAGEO PLC SPSD P 2018-11-13 2021-05-05
1 DIAGEO PLC SPSD P 2019-02-08 2021-05-05
1 DIAGEO PLC SPSD P 2019-02-08 2021-05-06
1 DIAGEO PLC SPSD P 2019-02-11 2021-06-10
1 DIAGEO PLC SPSD P 2020-03-16 2021-06-11
2 ESSILORLUXOTTICA SA P 2018-08-13 2021-11-29
44 ENEL SOCIETA PER AZIONI P 2020-01-16 2021-01-29
42 Airbus SE P 2018-08-13 2021-05-06
3 Airbus SE P 2020-03-16 2021-05-06
1 META PLATFROMS INC P 2018-08-21 2021-02-12
3 ISHARES 7-10 YEAR TREAS BOND P 2020-10-15 2021-11-29
27 ISHARES INT RATE HDG LNG TRM P 2020-10-15 2021-11-29
3 VANGUARD MSCI EUROPEAN P 2020-01-23 2021-11-29
30 ISHARES TR S&P GLOBAL MA MATERIALS P 2020-06-09 2021-10-19
5 ISHARES MSCI EAFE SMALL CAP P 2020-06-09 2021-11-29
4 GLOBAL PMTS INC GEORGIA P 2019-07-29 2021-01-28
1 GENMAB A/S SHS P 2018-12-20 2021-02-12
5 GENMAB A/S SHS P 2018-12-20 2021-02-16
4 GENMAB A/S SHS P 2018-12-20 2021-11-29
2 GoDaddy Inc Shs Class A P 2018-08-13 2021-11-29
2 Gilead Sciences Inc P 2018-08-13 2021-11-29
1 HONEYWELL INTL INC P 2020-09-14 2021-11-29
2 HILTON WOLDWIDE HOLDINGS INC P 2020-11-11 2021-11-29
2 Jack Henry & Assoc Inc. P 2018-08-13 2021-02-12
1 Jack Henry & Assoc Inc. P 2018-08-13 2021-02-16
13 Intel Corp P 2018-08-13 2021-11-16
3 Intel Corp P 2019-03-12 2021-11-16
3 Intel Corp P 2020-03-16 2021-11-16
47 ISHARES EDGE MSCI USA QUALITY P 2019-01-08 2021-01-25
9 ISHARES EDGE MSCI USA QUALITY P 2019-01-08 2021-11-29
17 Ishares MSCI China P 2019-04-18 2021-01-25
20 Ishares MSCI China P 2019-04-18 2021-07-16
3 PIMCO 0-5 YEAR H/Y CORP BOND INDEX P 2020-10-15 2021-11-29
22 Kraneshares CSI China Internet ETF Shs P 2018-08-13 2021-01-25
2 ISHARES INTEREST RATE HEDGED CORPORATE B P 2020-10-15 2021-11-29
143 FIRST TRUST LOW DURATION OPPORTUNITIES P 2020-01-23 2021-06-24
3 FIRST TRUST LOW DURATION OPPORTUNITIES P 2020-01-23 2021-06-24
22 ISHARES MSCI INTL QUALITY P 2019-01-08 2021-11-29
1 Intercontinental Exchange Inc. P 2018-08-13 2021-11-29
2 JPMORGAN CHASE & CO P 2018-08-13 2021-11-29
1 KLA CORP P 2020-03-19 2021-07-19
3 KERING S A P 2020-11-11 2021-11-29
4 LFMH MOET HENNESSY P 2018-08-13 2021-01-29
6 LONDON STK EXCHANGE GROUP PLC SHS SPON P 2020-01-31 2021-11-29
1 MOODY'S CORP P 2018-08-13 2021-11-29
1 Marsh & McLennan Cos Inc. P 2018-08-13 2021-11-29
1 MICROSOFT CORP P 2018-08-13 2021-07-19
1 MICROSOFT CORP P 2018-08-13 2021-11-29
1 Nestle S A Rep RG Sh ADR P 2018-08-13 2021-11-29
1 NORTHROP GRUMMAN CORP P 2018-08-21 2021-11-29
9 Novo Nordisk A S ADR P 2018-08-13 2021-05-05
3 Novo Nordisk A S ADR P 2018-08-13 2021-11-29
16 PERNOD RICARD SA UNSPON P 2018-08-13 2021-03-29
9 PERNOD RICARD SA UNSPON P 2020-03-16 2021-03-29
61 ROYAL KPN NV P 2020-04-07 2021-12-03
115 ROYAL KPN NV P 2020-04-07 2021-11-06
55 ROYAL KPN NV P 2020-04-08 2021-12-06
27 Reckitt Benckiser Group PLC Shs Sponsore P 2018-08-13 2021-08-11
25 Reckitt Benckiser Group PLC Shs Sponsore P 2018-12-20 2021-08-11
2 Ryanair Holdings PLC P 2019-02-08 2021-01-28
1 Ryanair Holdings PLC P 2019-02-11 2021-01-28
3 SEAGEN INC P 2018-08-13 2021-07-20
1 SEAGEN INC P 2018-08-13 2021-11-29
1 SAP SE SHS P 2018-08-13 2021-11-29
28 HEALTH CARE SELECT SPDR P 2018-09-12 2021-04-12
2 HEALTH CARE SELECT SPDR P 2020-03-16 2021-04-12
42 SECTOR SPDR CONSUMERS STPL P 2019-01-08 2021-01-25
3 SECTOR SPDR CONSUMERS STPL P 2019-03-12 2021-01-25
3 Sector Spdr Energy P 2020-04-13 2021-11-29
14 Sector Spdr Energy P 2020-04-13 2021-12-13
10 Sector Spdr Energy P 2020-06-09 2021-12-13
12 SECTOR SPDR UTILITIES P 2019-06-05 2021-01-25
11 Safran SA-Unspon P 2018-08-13 2021-11-29
6 Shin-ETSU Chem-Unspon P 2018-12-20 2021-11-29
4 Taiwan S Manufacturing ADR P 2018-08-13 2021-02-12
7 Taiwan S Manufacturing ADR P 2018-08-13 2021-05-05
3 Taiwan S Manufacturing ADR P 2018-08-13 2021-11-29
3 TENCENT HOLDINGS LTD P 2020-01-16 2021-02-16
1 UNITEDHEALTH GROUP INC P 2018-08-13 2021-11-29
1 VISA INC CL A SHRS P 2018-08-13 2021-11-29
5 WABTEC P 2019-07-29 2021-03-17
3 WABTEC P 2020-03-16 2021-03-17
8966. FEDERATED HERMES ULTRA SHORT BOND FD P 2019-03-12 2021-02-25
10849 FEDERATED HERMES ULTRA SHORT BOND FD P 2019-03-12 2021-07-19
385 FEDERATED HERMES ULTRA SHORT BOND FD P 2019-03-12 2021-11-29
1183.000 Graniteshares Gold P 2020-03-16 2021-01-07
Graniteshares Gold P 2019-01-01 2021-12-31
Wash Sale      
(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 572   509 63
b 247   224 23
c 242   268 -26
d 144   179 -35
e 343   383 -40
166   162 4
615   398 217
388   326 62
269   148 121
328   333 -5
4,928   5,104 -176
359   426 -67
2,702   3,294 -592
1,420   1,677 -257
237   226 11
2,997   2,985 12
283   283  
3,444   3,978 -534
153   166 -13
803   804 -1
429   343 86
184   142 42
628   693 -65
145   151 -6
595   575 20
3,480   2,457 1,023
5,801   5,096 705
1,989   1,870 119
493   468 25
164   156 8
203   245 -42
556   597 -41
147   132 15
312   291 21
147   146 1
236   240 -4
3,152   3,150 2
235   232 3
299   313 -14
131   152 -21
133   114 19
395   320 75
338   302 36
191   154 37
274   276 -2
154   130 24
231   221 10
1,113   1,024 89
199   210 -11
62   59 3
190   168 22
1,084   1,007 77
172   169 3
775   730 45
384   393 -9
6,837   6,595 242
877   788 89
554   526 28
164   153 11
255   142 113
294   156 138
242   169 73
140   86 54
168   118 50
134   206 -72
19   28 -9
170   109 61
342   278 64
754   446 308
247   149 98
247   209 38
1,340   410 930
687   205 482
539   255 284
379   215 164
166   78 88
48   22 26
142   52 90
588   209 379
319   105 214
561   211 350
137   158 -21
216   145 71
204   139 65
677   858 -181
116   123 -7
116   70 46
419   329 90
329   146 183
193   142 51
195   108 87
49   28 21
185   105 80
283   99 184
428   437 -9
180   142 38
360   284 76
180   155 25
180   155 25
195   155 40
194   115 79
203   142 61
437   369 68
1,224   1,290 -66
88   55 33
269   173 96
345   364 -19
680   639 41
198   175 23
2,688   1,939 749
361   283 78
735   682 53
41   16 25
207   81 126
155   65 90
134   151 -17
142   154 -12
208   168 40
277   208 69
291   280 11
145   140 5
660   634 26
152   161 -9
152   139 13
5,494   3,688 1,806
1,288   706 582
1,588   1,101 487
1,558   1,296 262
294   284 10
2,082   1,142 940
191   185 6
7,271   7,338 -67
153   154 -1
847   583 264
131   73 58
322   229 93
292   131 161
232   222 10
488   272 216
139   157 -18
395   170 225
167   82 85
277   108 169
337   108 229
130   81 49
355   298 57
665   424 241
326   141 185
598   508 90
337   241 96
174   149 25
328   280 48
157   132 25
425   467 -42
393   394 -1
198   142 56
99   72 27
436   220 216
170   73 97
132   114 18
3,304   2,599 705
236   165 71
2,762   2,168 594
197   163 34
168   101 67
783   472 311
559   454 105
766   718 48
315   338 -23
251   117 134
551   163 388
813   285 528
356   122 234
291   154 137
447   261 186
197   140 57
384   356 28
231   147 84
82,667   81,599 1,068
100,028   98,736 1,292
3,538   3,504 34
3   3  
3,803   2,687 1,116
      7
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       63
b       23
c       -26
d       -35
e       -40
      4
      217
      62
      121
      -5
      -176
      -67
      -592
      -257
      11
      12
       
      -534
      -13
      -1
      86
      42
      -65
      -6
      20
      1,023
      705
      119
      25
      8
      -42
      -41
      15
      21
      1
      -4
      2
      3
      -14
      -21
      19
      75
      36
      37
      -2
      24
      10
      89
      -11
      3
      22
      77
      3
      45
      -9
      242
      89
      28
      11
      113
      138
      73
      54
      50
      -72
      -9
      61
      64
      308
      98
      38
      930
      482
      284
      164
      88
      26
      90
      379
      214
      350
      -21
      71
      65
      -181
      -7
      46
      90
      183
      51
      87
      21
      80
      184
      -9
      38
      76
      25
      25
      40
      79
      61
      68
      -66
      33
      96
      -19
      41
      23
      749
      78
      53
      25
      126
      90
      -17
      -12
      40
      69
      11
      5
      26
      -9
      13
      1,806
      582
      487
      262
      10
      940
      6
      -67
      -1
      264
      58
      93
      161
      10
      216
      -18
      225
      85
      169
      229
      49
      57
      241
      185
      90
      96
      25
      48
      25
      -42
      -1
      56
      27
      216
      97
      18
      705
      71
      594
      34
      67
      311
      105
      48
      -23
      134
      388
      528
      234
      137
      186
      57
      28
      84
      1,068
      1,292
      34
       
      1,116
       
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 21,691
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 1,432
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........................... 3 388
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- ..... 5 388
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,698
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 2,698
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,310
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,310 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
     
    No
    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)
    bulletIL
    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 ofbulletDavid Baruch Telephone no.bullet (847) 226-8555

    Located atbullet2350 N Orchard StreetChicagoIL ZIP+4bullet60614
    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
     
    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
    Yes
     
    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
    David B Baruch President
    1.00     		0    
    2350 N Orchard Street
    Chicago,IL60089
    Wynne E Baruch Secretary
    1.00     		0    
    2350 N Orchard Street
    Chicago,IL60089
    Rudi Baruch Director
    1.00     		0    
    2350 N Orchard Street
    Chicago,IL60089
    Jack F Baruch Director
    1.00     		0    
    2350 N Orchard Street
    Chicago,IL60089
    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  
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    0
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    0
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    388
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    388
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    388
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    388
    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
    0
    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 0
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    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...... 4,650
    d From 2019......  
    e From 2020...... 22,835
    f Total of lines 3a through e ........ 27,485
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 42,915
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 42,915
    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 70,400
    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 ..........     		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) .......     		 
    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 ......     		70,400
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 4,650
    c Excess from 2019....  
    d Excess from 2020.... 22,835
    e Excess from 2021.... 42,915
    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).)
    David B Baruch
    Wynne E Baruch
    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
    Jewish United Fund
    30 S Wells Street
    Chicago,IL60606     		None PC General Operating Support 22,000
    Temple Chai
    1670 Checker Rd
    Long Grove,IL60047     		None PC General Operating Support 10,000
    Indiana University
    PO Box 500
    Bloomington,IN47402     		None PC General Operating Support 5,000
    Lexi Gasco
    PO Box 15
    South Range,MI49663     		None I Educational 4,000
    Total .................................bullet 3a 41,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		        6
    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 ............     		        21,684
    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) ..     34,008
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    34,008
    (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: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 1,800 0 0 1,800

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Abbott Labs 142 281
    Astrazenca Plc 470 699
    Asahi Kasei Corp    
    AIA Group LTD 1,253 1,452
    American Tower Reit Inc.    
    AON Plc 468 902
    ASML Hldg NV Reg Shs 205 796
    Alphabet Inc Shs Class C 1,239 2,894
    AES Corp    
    Activision Blizzard Inc 521 798
    Apple Inc 262 888
    Broadcom Ltd    
    Broadcom Ltd 987 2,662
    CSX Corp 508 790
    Comcast Corp New Class A 484 554
    Costco Wholesale Crp Del 220 568
    Chevron Corp 125 117
    CME Group Inc. 494 685
    Carlsberg AS Sponsoredad 406 590
    Crown Castle REIT Inc. 320 626
    Danaher Corp Del 198 658
    Diageo Plc Spsd Adr New    
    Diageo Plc Spsd Adr New    
    Danone-Spons ADR 463 372
    DNB ASA SP ADR 311 367
    Essilorluxottica SA 283 428
    Essilorluxottica SA 567 962
    Facebook Inc.    
    Genmab A/S Shs 178 435
    Godaddy Inc SHS Class A 678 764
    Gilead Sciences Inc 770 726
    Jack Henry & Assoc Inc    
    Intel Corp    
    Intercontinental Exchange Inc. 658 1,231
    JPMorgan Chase & Co 688 950
    LVMH Moet Hennessy Adr 204 497
    L Oreal Co Adr 566 1,145
    Moody's Corp 340 781
    Marsh & Mclennan Cos Inc 329 695
    Microsoft Corp 607 1,345
    Nestle S A Rep Rg Sh ADR 810 1,404
    Northrop Grumman Corp 298 387
    Novo Nordisk A S ADR 235 560
    Pernod-Ricard SA-Unspon    
    Reckitt Benckiser Group Plc 110 123
    Reckitt Benckiser Group Plc    
    SAP Se Shs 456 560
    Safran SA-Unspon ADR 338 336
    Safran SA-Unspon ADR 444 428
    Shin-Etsu Chem-Unspon 449 999
    Taiwan S Manufctring ADR 407 1,203
    UnitedHealth Group Inc. 261 502
    Visa Inc. Class A Shrs 981 1,517
    Yum Brands Inc 411 694
    SMC Corp 660 1,348
    Wabtec    
    Keyence Corp 554 1,255
    Airbus SE    
    Abbott Labs 528 844
    Astrazeneca PLC Spnd Adr 311 408
    Asahi Kasei Corp ADR 29 19
    Asahi Kasei Corp 376 319
    British Amn Tobaco Spadr 276 262
    British Amn Tobaco Spadr 119 112
    Comcast Corp New Class A 383 554
    Carlsberg As Sponsoredad 330 486
    Diageo Plc Spsd Adr New    
    Diageo Plc Spsd Adr New    
    Danone-Spons ADR 540 409
    Global Pmts Inc Georgia    
    Intel Corp    
    Koninkl Phil NV Sh New 94 74
    Koninkl Phil NV Sh New 696 590
    Microsoft Corp    
    Novo Nordisk A S ADR 341 784
    Novo Nordisk A S ADR 146 336
    Philip Morris Intl Inc 470 570
    Ryanair Holdings PLC Shs Adr 145 205
    Ryanair Holdings PLC Shs Adr    
    UnitedHealth Group, Inc. 507 1,004
    Wabtec    
    ABB Ltd 639 992
    ABB Ltd. 148 229
    ABB Ltd. 153 229
    Abbott Labs 148 281
    AON Plc Reg Shs 173 301
    ABB Ltd 121 191
    Ametek, Inc. 342 588
    Ametek, Inc. 625 1,029
    Astrazeneca Plc 417 641
    Asahi Kasei Corp ADR 271 244
    Asahi Kasei Corp ADR 237 376
    America Movil Sab De CV Series L 295 570
    America Movil Sab De CV Series L 75 148
    Anheuser-Busch Inbev    
    AIA Group LTD 360 444
    American Tower Reit Inc.    
    ASML Hldg NV NY 235 796
    ASML Hldg NV NY 369 796
    AES Corp    
    Activision Blizzard Inc. 160 200
    Activision Blizzard, Inc. 407 333
    Apple, Inc. 248 710
    Broadcom Ltd 191 665
    British Amn Tobaco Spadr 130 150
    British Amn Tobaco Spadr 234 262
    CSX Corp 148 338
    Comcast Corp New Class A 147 201
    Costco Wholesale Crp Del 581 1,135
    Chevron Corp 70 117
    Chevron Corp 336 469
    Chevron Corp 364 469
    CME Group Inc. 150 228
    CIE Financiere Richemont 212 478
    CIE Financiere Richemont 415 972
    Carlsberg AS Sponsoredad 258 417
    Citizens Finl Group, Inc.    
    Citizens Finl Group, Inc. 856 1,465
    Crown Castle REIT Inc. 136 209
    Charter Communications Inc    
    Danaher Corp Del 129 329
    Danaher Corp Del 644 987
    Diageo Plc Spsd Adr New    
    Danone-Spons ADR 130 136
    DNB ASA SP ADR 319 413
    DNB ASA SP ADR 177 413
    Essilorluxottica SA 260 535
    Enel Societa Per Azioni Unsp 528 501
    Enel Societa Per Azioni Unsp 128 175
    Enel Societa Per Azioni Unsp 372 478
    Airbus SE 258 447
    Equinix, Inc. 576 846
    Facebook Inc.    
    Global Pmts Inc Georgia    
    Genmab A/S Shs 137 316
    Genmab A/S Shs 37 40
    Genmab A/S Shs 74 79
    Godaddy Inc SHS Class A 225 424
    Gilead Sciences Inc 139 145
    Honeywell Intl Inc 337 417
    Honeywell Intl Inc 492 626
    Hilton Worldwide Holdings Inc. 520 780
    Jack Henry & Assoc Inc    
    Intel Corp    
    Industria De Diseno Textil Inditex Sa Sh 863 842
    Intercontinental Exchange Inc. 150 274
    JPMorgan Chase & Co 355 633
    KLA Corp 262 860
    KLA Corp 206 430
    Koninkl Phil NV Sh New 257 295
    Kering S A 593 644
    LVMH Moet Hennessy Adr 130 331
    London Stk Exchange Group Plc Shs Spon 471 425
    London Stk Exchange Group Plc Shs Spon 95 118
    L Oreal Co Adr 228 477
    Moody's Corp 187 391
    Marsh & Mclennan Cos Inc 179 348
    Microsoft Corp 277 673
    Nestle S A Rep Rg Sh ADR 185 281
    Northrop Grumman Corp 373 387
    Northrop Grumman Corp 291 387
    Novo Nordisk A S ADR 317 672
    Philip Morris Intl Inc 141 190
    Philip Morris Intl Inc 255 285
    Pernod-Ricard SA-Unspon    
    Royal KPN N V SP Adr    
    Royal KPN N V SP Adr    
    Reckitt Benckiser Group Plc 141 193
    Reckitt Benckiser Group Plc 307 280
    Ryanair Holdings PLC Shs Adr 108 205
    Ryanair Holdings PLC Shs Adr 111 205
    Royal Caribbean Group 674 846
    Seagen, Inc. 367 773
    Seagen, Inc. 97 155
    SAP Se Shs 98 140
    SAP Se Shs 316 280
    Safran SA-Unspon ADR 388 581
    Shin-Etsu Chem-Unspon 190 391
    Total SE 376 495
    Totalenergies SE 305 396
    Taiwan S Manufctring ADR 364 962
    Terumo Corp SHS    
    Tencent Holdings Ltd ADR 308 350
    Tencent Holdings Ltd ADR 169 233
    Tencent Holdings Ltd ADR 384 466
    Tencent Holdings Ltd ADR 68 58
    UnitedHealth Group, Inc. 229 502
    UBS Group AG Namen-Akt 951 1,179
    Visa Inc. Class A Shrs 310 433
    Yum Brands Inc 139 278
    Yum Brands Inc 172 278
    Keyence Corp 271 628
    ABB LTD 501 648
    Abbott Labs 485 563
    Activision Blizzard, Inc. 672 465
    Adidas AG 1,252 1,008
    AIA Group LTD 1,032 806
    Airbus SE 778 829
    America Movil Sab De CV Series L 308 401
    America Movil Sab De CV Series L 521 675
    America Movil Sab De CV Series L 113 147
    Ametek, Inc. 364 441
    Ametek, Inc. 502 588
    Anheuser-Busch Inbev 631 606
    Anheuser-Busch Inbev 577 545
    Anheuser-Busch Inbev 129 121
    AON Plc Reg Shs 232 300
    AON Plc Reg Shs 764 901
    Apple, Inc. 985 1,421
    Asahi Kasei Corp ADR 479 413
    ASML Hldg NV Reg Shs 1,139 1,592
    Astrazeneca PLC Spnd Adr 639 757
    B and M European Value 422 449
    B and M European Value 334 346
    B and M European Value 310 346
    B and M European Value 252 276
    B and M European Value 289 311
    Beigene, LTD 383 271
    Beigene, LTD 333 271
    British Amn Tobaco Spadr 327 337
    Broadcom Ltd 930 1,331
    Carlsberg AS Sponsoredad 487 521
    Chevron Corp 622 704
    Chevron Corp 236 235
    CIE Financiere Richemont 417 643
    Citizens Finl Group, Inc. 543 567
    CME Group Inc. 205 228
    Comcast Corp New Class A 475 453
    Costco Wholesale Crp Del 335 568
    Crown Castle REIT Inc. 159 209
    CSX Corp 464 564
    Danaher Corp Del 440 658
    Danone-Spons ADR 258 223
    Discover Finl Svcs 468 578
    Discover Finl Svcs 378 462
    Discover Finl Svcs 288 347
    DNB ASA SP ADR 190 207
    Eli Lilly & Co. 826 1,105
    Eli Lilly & Co. 204 276
    Enel Societa Per Azioni Unsp 477 398
    Engie Shs 72 74
    Engie Shs 1,579 1,596
    EOG Resources, Inc. 985 1,066
    Essilorluxottica SA 247 321
    Evertec Inc 232 250
    Evertec Inc 389 400
    Evertec Inc 302 300
    Evertec Inc 354 350
    Evertec Inc 202 200
    Fidelity Natl Info Svcs 1,140 982
    Fidelity Natl Info Svcs 265 218
    Fidelity Natl Info Svcs 420 327
    Genmab A/S SHS 339 396
    Gilead Sciences Inc 315 363
    Godaddy Inc SHS Class A 488 509
    Hilton Worldwide Holdings Inc. 248 312
    Hilton Worldwide Holdings Inc. 879 1,092
    Honeywell Intl Inc 411 417
    Honeywell Intl Inc 219 209
    Industria De Diseno Textil Inditex Sa Sh 338 324
    Industria De Diseno Textil Inditex Sa Sh 906 761
    Intercontinental Exchange Inc. 453 547
    JPMorgan Chase & Co 764 792
    Kering S A 319 403
    Kering S A 387 483
    Kering S A 452 403
    Keyence Corp 498 628
    KLA Corp 939 1,290
    Koninkl Phil NV Sh New 443 295
    L Oreal Co Adr 374 477
    London Stk Exchange Group Plc Shs Spon 933 637
    Marsh & Mclennan Cos Inc 471 521
    Meta Platforms, Inc 1,524 1,682
    Microsoft Corp 928 1,345
    Microsoft Corp 1,011 1,009
    Moody's Corp 280 391
    Nestle S A Rep Rg Sh ADR 423 561
    Netflix.Com Inc 1,381 1,205
    Northrop Grumman Corp 304 387
    Novo Nordisk A S ADR 508 784
    Philip Morris Intl Inc 349 380
    Philip Morris Intl Inc 656 665
    Reckitt Benckiser Group Plc 459 473
    Reckitt Benckiser Group Plc 468 490
    Royal Caribbean Group 462 385
    Royal Caribbean Group 266 231
    Ryanair Holdings PLC Shs Adr 219 205
    Ryanair Holdings PLC Shs Adr 115 102
    Ryanair Holdings PLC Shs Adr 115 102
    Safran SA-Unspon ADR 886 765
    SAP Se Shs 250 280
    Seagen, Inc. 453 464
    Shin-Etsu Chem-Unspon 550 564
    Taiwan S Manufctring ADR 1,410 1,323
    Tencent Holdings Ltd ADR 612 408
    Total SE 242 247
    UBS Group AG Namen-Akt 399 447
    UnitedHealth Group Inc. 329 502
    UnitedHealth Group Inc. 480 502
    Vale SA 733 617
    Vale SA 283 224
    Vale SA 672 533
    Visa Inc. Class A Shrs 864 867
    Yum Brands Inc 210 278

    TY 2021 InvestmentsOtherSchedule2
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Ishares Msci China AT COST 1,976 1,632
    Graniteshares Gold AT COST 2,732 3,049
    Health Care Select Spdr AT COST    
    Federated Hermes Ultrashort Bond Fund AT COST 61,884 62,381
    IShares S&P Glbl Health Care Sector AT COST 1,384 1,987
    IShares Edge MSCI USA Quality Factor AT COST 12,194 18,923
    Kraneshares CSI China AT COST    
    Sector Spdr Consmrs AT COST    
    Sector Spdr Utilities AT COST    
    IShares 7-10 Year Treas Bond AT COST 6,810 6,555
    IShares Iboxx $ Invt Grade Corp BD AT COST    
    IShares US Transportation Ave AT COST 2,351 3,317
    IShares Int Rate Hdg Lng-Trm Corp AT COST 13,645 14,029
    Vangaurd Msci European ETF AT COST 2,475 3,002
    IShartes Tr S&P Global Ma Materials AT COST 1,508 1,628
    IShares 10-20 Year Treasury Bond ETF AT COST 4,452 4,304
    IShares MSCI EAFE Small Cap AT COST 4,591 5,409
    IShares RS 2000 Value Current Yield AT COST    
    Pimco 0-5 Year H/Y Corp Bond Index AT COST 4,604 4,757
    IShares Interest Rate Hedged Corp AT COST 8,636 8,710
    First Trust Low Duration Opportunities AT COST    
    IShares MSCI Intl Qualit Factor ETF AT COST 9,928 13,035
    Sector Spdr Energy Current Yield AT COST 2,251 2,609
    J. P. Morgan Exchange AT COST 4,564 4,406
    IShares S&P Global Finls AT COST 3,465 3,683
    Vanguard Value ETF AT COST 3,959 4,119
    IShares TR S&P Global Consumer Staples AT COST 3,310 3,431
    Wisdomtree Floating Rate Treasury AT COST 12,854 12,846
    SPDR KBW Regional Bankin ETF AT COST 4,539 5,314
    IShares RS 2000 Growth AT COST 2,587 2,637
    IShares RS 2000 Value AT COST 6,169 6,642
    Vaneck Emerging Markets AT COST 9,268 8,695
    IShares MSCI Japan AT COST 1,650 1,674
    IShares TR Core MSCI AT COST 8,659 8,882
    IShares Inc MSCI Emerging Mkts AT COST 3,525 3,577
    Health Care Select SPDR AT COST 1,366 1,691
    Select Sector SPDR AT COST 2,950 3,304
    American Century Small Cap Value AT COST 8,645 8,788
    Delaware Emerging Markets AT COST 4,570 4,267
    Harding Loevner INtl Equity AT COST 3,207 3,248
    T Rowe Price Emerging Markets AT COST 6,970 5,886
    All Spring Special Small Cap Value Fund AT COST 8,522 8,881
    JP Morgan Small Cap Growth Fund CL I AT COST 5,646 4,856
    Allspring Small Company Growth Fund CL AT COST 7,140 5,549
    GS GQG Partners Intl Opps FD CL AT COST 4,424 4,528
    Oakmark Intl FD CL AT COST 3,599 3,617
    Cam,biar International Equity Fund Instl AT COST 4,893 4,781

    TY 2021 OtherDecreasesSchedule
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Amount
    Securities 215


    TY 2021 OtherExpensesSchedule
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 202 202    
    Illinois Charity Bureau filing fee 115     115


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    David and Wynne Baruch Family Foundation
    EIN:
    82-4851400
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Annual Fee 150 150 0 0
    Investment Fees 5,774 5,774 0 0