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
BOSCH COMMUNITY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)38000 HILLS TECH DRIVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FARMINGTON HILLS, MI48331
A Employer identification number

45-4020765
B Telephone number (see instructions)

(248) 876-6729
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$7,314,378
J 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) 4,861,020
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 133,763 133,763  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 98,709
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 98,709
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........ 5,093,492 232,472  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 48,774 0   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 711 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 49,485 0   0
25 Contributions, gifts, grants paid....... 2,789,421 2,789,421
26 Total expenses and disbursements. Add lines 24 and 25 2,838,906 0   2,789,421
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,254,586
b Net investment income (if negative, enter -0-) 232,472
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............. 281,052 1,387,742 1,387,742
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,663,088 Click to see attachment2,416,228 2,409,387
b Investments—corporate stock (attach schedule)....... 903,633 Click to see attachment1,065,865 1,373,679
c Investments—corporate bonds (attach schedule)....... 1,879,225 Click to see attachment2,080,810 2,073,555
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 39,175 Click to see attachment70,114 70,015
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) 4,766,173 7,020,759 7,314,378
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,766,173 7,020,759
29 Total net assets or fund balances (see instructions)..... 4,766,173 7,020,759
30 Total liabilities and net assets/fund balances (see instructions). 4,766,173 7,020,759
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
4,766,173
2
Enter amount from Part I, line 27a .....................
2
2,254,586
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,020,759
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,020,759
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 STIFEL GAINS     2021-12-31
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       98,709
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       98,709
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 98,709
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,231
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,231
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,183
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,183
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,952
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,952 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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 ofbulletKATHLEEN OWSLEY Telephone no.bullet (248) 876-6729

    Located atbullet38000 HILLS TECH DRIVEFARMINGTON HILLSMI ZIP+4bullet48331
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    MAXIMILIANE STRAUB CHAIRPERSON
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    GEORGE BERG TRUSTEE
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    JEROME BARNES TREASURER
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    CHRISTINE WAACK SECRETARY
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    KATHLEEN OWSLEY PRESIDENT/EXECUTIVE DIRECTOR
    40.00
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    JERRY SMITH TRUSTEE
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    KAREN FOLGER TRUSTEE
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    MIKE MCCORMICK TRUSTEE
    0.50
    0 0 0
    38000 HILLS TECH DRIVE
    FARMINGTON HILLS,MI48331
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    195,040
    b
    Average of monthly cash balances.......................
    1b
    11,710
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    206,750
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    206,750
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,101
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    203,649
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,182
    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
    10,182
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,231
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,231
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    6,951
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    6,951
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    6,951
    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 6,951
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 3,601,358
    b From 2017...... 3,745,454
    c From 2018...... 4,937,843
    d From 2019...... 4,424,939
    e From 2020...... 5,095,236
    f Total of lines 3a through e ........ 21,804,830
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,789,421
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 6,951
    e Remaining amount distributed out of corpus 2,782,470
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 24,587,300
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    3,601,358
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    20,985,942
    10 Analysis of line 9:
    a Excess from 2017.... 3,745,454
    b Excess from 2018.... 4,937,843
    c Excess from 2019.... 4,424,939
    d Excess from 2020.... 5,095,236
    e Excess from 2021.... 2,782,470
    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
    4H OF BEAUFORT COUNTY
    155-A AIRPORT RD
    WASHINGTON,NC27889
    NONE PC ECO + STEM 20,000
    ALHAMBRA ELEMENTARY SCHOOL DISTRICT
    4510 N 37 AVE
    PHOENIX,AZ85049
    NONE GOVERNMENTAL ECO + STEM ROBOTICS INITIATIVE 24,800
    BACA ROLLING HILLS CHAPTER
    PO BOX 1241
    FLORENCE,KY41022
    NONE PC STEM 1,000
    BOY SCOUTS OF AMERICA-
    1325 W WALNUT HILL LANE
    IRVING,TX75038
    NONE PC STEM 7,500
    BOY SCOUTS OF THE COASTAL
    621 W FIRE TOWER RD
    WINTERVILLE,NC28590
    NONE PC STEM 25,000
    BOYS & GIRLS CLUB OF BROWARD COUNTY
    877 NW 61ST
    FORT LAUDERDALE,FL33309
    NONE PC STEM 15,000
    BROWARD COLLEGE FOUNDATION
    111 E LAS OLAS BLVD 11TH FLOOR
    FORT LAUDERDALE,FL33301
    NONE PC STEM 5,000
    BROWARD EDUCATION FOUNDATION
    600 SE 3RD AVE
    FORT LAUDERDALE,FL33301
    NONE PC STEM 10,045
    CALEDONIA ENRICHED
    8948 KRAFT AVE SE
    CALEDONIA,MI49316
    NONE PC RESA 3,000
    CALVIN COLLEGE
    3201 BURTON ST SE
    GRAND RAPIDS,MI49546
    NONE PC ECO + STEM 6,500
    CAMPBELL COUNTY SCHOOLS
    101 ORCHARD LANE
    ALEXANDRIA,KY41001
    NONE GOVERNMENTAL STEM WORKSHOP 16,308
    CANOPY
    3921 E BAYSHORE
    PALO ALTO,CA94303
    NONE PC ECO + STEM 15,000
    CARNEGIE INSTITUTE
    550 STEPHENSON HWY STE 100
    TROY,MI48083
    NONE PC STEM 12,000
    CARNEGIE MELLON UNIVERSITY
    5000 FORBES AVE
    PITTSBURGH,PA15213
    NONE PUBLIC CHARITY THE STEM EXCELLENCE ENDORSEMENT 8,000
    CENTERLINE PUBLIC SCHOOLS
    26400 ARSENAL
    CENTERLINE,MI48015
    NONE GOVERNMENTAL ECO + STEM 11,424
    CENTRAL NOBLE COMMUNITY SCHOOLS
    302 COUGAR CT
    ALBION,IN46701
    NONE GOVERNMENTAL ECO + STEM 14,197
    CHARLESTON PROMISE NEIGHBORHOOD
    1834 SUMMERVILLE
    CHARLESTON,SC29405
    NONE PUBLIC CHARITY NEIGHBORHOOD INIATIVES 15,000
    CHILDREN'S MUSIC WORKSHOP
    PO BOX 69
    STEVENSVILLE,MI49127
    NONE PC STEM 7,230
    CRAVEN SCHOOL DISTRICT
    3600 TRENT RD
    NEW BERN,NC28562
    NONE GOVERNMENTAL STEM 43,145
    CRAVEN SMART START INC
    2111-F NEUSE BLVD
    NEW BERN,NC28560
    NONE PUBLIC CHARITY STEM 10,000
    DISTRICT 214 EDUCATION FOUNDATION
    2121 S GOEBBERT
    ARLINGTON HEIGHTS,IL60005
    NONE PUBLIC CHARITY VARIOUS EDUCATIONAL GRANTS 33,488
    DORCHESTER ECONOMIC DEVELOPMENT CORP
    594 COLUMBIA
    DORCHESTER,MA02125
    NONE PUBLIC CHARITY STEM IMMERSION PROGRAM 10,000
    DORCHESTER SCHOOL DISTRICT 4
    500 COUNTY RD S-18-61
    ST GEORGE,SC29477
    NONE GOVERNMENTAL STEM 12,110
    EAST HIGH SCHOOL
    1801 MAIN ST E
    ROCHESTER,NY14609
    NONE GOVERNMENTAL STEM 7,500
    EAST NOBLE SCHOOL CORPORATION
    126 W RUSH ST
    KENDALLVILLE,IN46755
    NONE GOVERNMENTAL STEM AND ROBOTICS 27,571
    EASTERN CAROLINA YOUNG MENS CHRISTIAN ASSOCIATION
    100 YMCA LN
    NEW BURN,NC28560
    NONE PC YMCA FINANCIAL ASSISTANCE PROGRAM 25,000
    EDUCATION TRUST INC
    1501 K STREET SUITE 200
    WASHINGTON,DC20005
    NONE PUBLIC CHARITY DUCATION TRUST-MIDWEST'S CENTER FOR EXCELLENCE IN TEACHING AND LEARNING (CETL), 25,000
    FAIRPORT CENTRAL SCHOOL DISTRICT
    38 W CHURCH ST
    FAIRPORT,NY14450
    NONE GOVERNMENTAL STEM 7,500
    FARMINGTON FAMILY YMCA
    28100 FARMINGTON RD
    FARMINGTON HILLS,MI48334
    NONE PUBLIC CHARITY STEM AND FOOD PROGRAM IN SUMMER CAMP 15,000
    FARMINGTON FRIENDS OF THE LIBRARY
    32737 W 12 MILE RD
    FARMINGTON HILLS,MI48334
    NONE CHARITY LIBRARY ACCESS TO ALL 14,047
    FARMINGTON HILLS FRIENDS OF THE PARK
    31555 W 11 MILE RD
    FARMINGTON HILLS,MI48336
    NONE PUBLIC CHARITY STEM IN NATURE 179,000
    FARMINGTON PUBLIC SCHOOLS
    32500 SHIAWASSEE
    FARMINGTON,MI48336
    NONE GOVERNMENTAL INNOVATION ACTION SPACES 60,000
    FAULK ELEMENTARY SCHOOL
    908 VANDERBILT
    WEST MEMPHIS,AR72301
    NONE GOVERNMENTAL ADVANCED ROBOTICS 10,000
    FIRST
    200 BEDFORD
    MANCHESTER,NH03101
    NONE PUBLIC CHARITY BOSCH ED&I SUPPORT AND ROBOT KITS 68,200
    FITZGERALD PUBLIC SCHOOLS
    23200 RYAN
    WARREN,MI48091
    NONE GOVERNMENTAL STEM OPPORTUNITIES 10,306
    FLORIDA ATLANTIC UNIVERSITY
    777 GLADES
    BOCA RATON,FL33431
    NONE GOVERNMENTAL ENGINEERING BRIDGE PROGRAM 2,500
    FLORIDA INTERNATIONAL UNIVERSITY
    1200 SW 8TH ST
    MIAMI,FL33199
    NONE GOVERNMENTAL FIU ENGINEERS ON WHEELS AND ENGINEERING EXPO 7,500
    FOUNDATION FOR NEW EDUCATION
    1450 NE 2ND AVE
    MIAMI,FL33132
    NONE PUBLIC CHARITY STEM AND ROBOTICS 9,973
    FOUNTAIN INN HIGH SCHOOL
    644 QUILLEN AVE
    FOUNTAIN INN,SC29644
    NONE GOVERNMENTAL STEM 10,000
    FRIENDS OF LINCOLN COUNTY
    PO BOX 2264
    NEWPORT,OR97365
    NONE PC CTE CLASSROOM 10,677
    FRIENDS OF MONTESSORI
    1650 GABALDON NW
    ALBUQUERQUE,NM87105
    NONE PC PLAYGROUND PROJECT 7,500
    FRIENDS OF PLYMOUTH DISTRICT LIBRARY
    223 S MAIN ST
    PLYMOUTH,MI48170
    NONE PC LIBRARY SERVICES 17,000
    FRIENDS OF THE ROUGE
    650 CHURCH ST
    PLYMOUTH,MI48170
    NONE PC FOTR OPERATING AND PROGRAM SUPPORT 65,000
    GILBERT PUBLIC SCHOOLS
    140 S GILBERT
    GILBERT,AZ85296
    NONE GOVERNMENTAL IMPROVING SCIENCE & STEM IN JUNIOR HIGHS 12,520
    GIRLS AT WORK
    200 BEDFORD
    MANCHESTER,NH03101
    NONE PUBLIC CHARITY CURRICULUM PILOT 15,000
    GRAND RAPIDS URBAN LEAGUE
    745 EASTERN SE
    GRAND RAPIDS,MI49503
    NONE PUBLIC CHARITY STEM 6,000
    GRAND VALLEY STATE UNIVERSITY
    1 CAMPUS DR
    ALLENDALE,MI49401
    NONE GOVERNMENTAL STEM CHALLENGE 3,000
    GREENVILLE COUNTY SCHOOLS
    301 E CAMPERDOWN
    GREENVILLE,SC29601
    NONE GOVERNMENTAL STEM 21,856
    GWINNETT COUNTY PUBLIC SCHOOLS
    437 OLD PEACHTREE RD NW
    SUWANEE,GA30024
    NONE GOVERNMENTAL STEM 50,000
    HILLCREST HIGH SCHOOL
    17401 S PULASKI RD
    COUNTRY CLUB HILLS,IL60478
    NONE GOVERNMENTAL GENERAL 25,038
    HORIZON COMMUNITY FUNDS OF NORTHERN KENTUCKY
    50 E RIVERCENTER BLVD STE 431
    COVINGTON,KY41011
    NONE PC BIOMEDICAL HEALTH SCIENCES - PATIENT CARE TRAINING STEM 150,000
    HOXIE SCHOOL DISTRICT
    602 SW HARTIGAN RD
    HOXIE,AR72433
    NONE GOVERNMENTAL HOXIE STEM CLUB 9,281
    HUNTLEY SCHOOL DISTRICT 158
    650 DR JOHN BURKEY DR
    ALGONQUIN,IL60102
    NONE GOVERNMENTAL ROBOTICS 10,285
    JONES COUNTY PUBLIC SCHOOLS
    320 WEST JONES ST
    TRENTON,NC28585
    NONE GOVERNMENTAL STEM 15,621
    JUNIOR ACHIEVEMENT OF SOUTH CENTRAL PA
    670 S GEORGE ST
    YORK,PA17401
    NONE PC STEM EXPERIENCES FOR LANCASTER COUNTY STUDENTS (GRADES 5-10) 5,000
    KALAMAZOO RESA FOUNDATION
    1819 E MILHAM AVE
    PORTAGE,MI49002
    NONE PC STEM EDUCATION IN KALAMAZOO COUNTY 35,000
    KENT ISD
    2930 KNAPP ST NE
    GRAND RAPIDS,MI49525
    NONE GOVERNMENTAL OPENSCIED IMPLEMENTATION 14,968
    KENTWOOD PUBLIC SCHOOLS
    5820 EASTERN AVE SE
    KENTWOOD,MI49508
    NONE GOVERNMENTAL STEM FAIR - 2022 12,000
    LAKE ELSINORE UNIFIED SCHOOL
    545 CHANEY ST
    LAKE ELSINORE,CA92530
    NONE GOVERNMENTAL STEAM SCHOOL 23,001
    LAKESHORE PUBLIC SCHOOLS
    5771 CLEVELAND
    STEVENSVILLE,MI49127
    NONE GOVERNMENTAL STEM 3,997
    LANCASTER SCIENCE CENTER
    454 NEW HOLLAND
    LANCASTER,PA17602
    NONE PC STEM 10,000
    LANCASTER LEBANON IUI13
    1020 NEW HOLLAND
    LANCASTER,PA17601
    NONE GOVERNMENTAL STEM 18,926
    LAWRENCE COUNTY SCHOOLS
    508 E FREE ST
    WALNUT RIDGE,AR72476
    NONE GOVERNMENTAL A WATER QUALITY INVESTIGATION LAB 10,000
    LEHIGH CAREER AND TECHNICAL INSTITUTE
    4500 EDUCATION PARK DR
    SCHNECKSVILLE,PA18015
    NONE GOVERNMENTAL ROBOTICS 15,000
    LEHIGH UNIVERSITY
    27 MEMORIAL DR W
    BETHLEHEM,PA18015
    NONE GOVERNMENTAL CHOICES PROGRAM 10,000
    LINCOLN CHILDREN'S MUSEUM
    1420 P ST
    LINCOLN,NE68508
    NONE PC ROBOTICS 22,000
    LINCOLN ECONOMIC DEVELOPMENT ASSOC
    502 E MAIN ST
    LINCOLNTON,NC28093
    NONE PC GENERAL STEM INIATIVES 24,000
    LINCOLN PUBLIC SCHOOLS
    PO BOX 82889
    LINCOLN,NE68510
    NONE GOVERNMENTAL STEM 12,500
    MACOMB COMMUNITY COLLEGE FOUNDATION
    14500 E 12 MILE RD
    WARREN,MI48088
    NONE PC STEAM SUMMER ACADEMY 10,000
    MANUFACTURERS RESOURCE CENTER
    7200A WINDSOR DR
    ALLENTOWN,PA18106
    NONE PC STEM TEAM 15,000
    MESA PUBLIC SCHOOLS
    63 E MAIN ST
    MESA,AZ85201
    NONE GOVERNMENTAL STEM ENRICHMENT 12,694
    MICHIGAN SCIENCE CENTER
    5020 JOHN R ST
    DETROIT,MI48202
    NONE PUBLIC CHARITY STEM EXHIBITS 10,000
    MIDLAND PARK PUBLIC SCHOOLS
    250 PROSPECT ST
    MIDLAND PARK,NJ07432
    NONE GOVERNMENTAL GENERAL 20,000
    MOUNT PROSPECT SCHOOL DISTRICT 57
    701 W GREGORY
    MOUNT PROSPECT,IL60056
    NONE GOVERNMENTAL STEAM 15,105
    NORTH CAROLINA COASTAL FEDERATION
    3602 NC 24
    NEWPORT,NC28570
    NONE PUBLIC CHARITY OYSTER SHELL RECYCLING AND EDUCATION 20,000
    NORTHVILLE EDUCATIONAL FOUNDATION
    405 W MAIN ST
    NORTHVILLE,MI48167
    NONE PUBLIC CHARITY INNOVATIVE TEACHER GRANTS 10,000
    NOVI EDUCATION FOUNDATION
    25345 TAFT
    NOVI,MI48374
    NONE PC ECO+STEM 35,000
    OAKLAND MI STEM
    2111 PONTIAC LAKE RD
    WATERFORD,MI48328
    NONE CHARITY MODELING MOBILITY 10,000
    OAKLAND SCHOOL EDUCATION FOUNDATION
    2111 PONTIAC LAKE RD
    WATERFORD,MI48328
    NONE PC OAKLAND SCHOOLS STEM EDUCATION 30,000
    OAKLAND UNIVERSITY
    318 MEADOWBROOK RD
    ROCHESTER,MI48309
    NONE GOVERNMENTAL STEM 5,000
    OPERATION REFUGE
    650 CHURCH ST
    PLYMOUTH,MI48170
    NONE PUBLIC CHARITY CAMP INSPIRE STEAM CAF 21,500
    OWATONNA PUBLIC SCHOOLS
    515 W BRIDGE ST
    OWATONNA,MN55060
    NONE GOVERNMENTAL STEM AND ROBOTICS 35,000
    PALMETTO CONSERVATION FOUNDATION
    722 KING ST
    COLUMBIA,SC29205
    NONE PUBLIC CHARITY PALMETTO TRAIL EASTATOE BRIDGE 25,000
    PARTNERS IN ANIMAL CARE
    PO BOX 4712
    GREENVILLE,SC29608
    NONE PC GREENVILLE COUNTY ANIMAL CARE IN HONOR OF REXROTH ASSOCIATES 1,000
    PENFIELD SCHOOL DISTRICT
    2590 ATLANTIC AVE
    ROCHESTER,NY14625
    NONE GOVERNMENTAL MYSTERY SCIENCE CURRICULUM AND RESOURCES 7,500
    PENNSYLVANIA STATE UNIVERSITY PHILANTHROPIC FUND
    201 OLD MAIN
    UNIVERSITY PARK,PA16802
    NONE PC WOMEN IN ENGINEERING, ENTREPRENEURSHIP, AND ENGINEERING AHEAD PROGRAMS 35,000
    POSTMARK LAFOLLETTE
    565 E NORRIS POINT
    LAFOLLETTE,TN37766
    NONE PC CONNECTING EVERYONE WITH STEM/STEAM 13,500
    POWAY UNIFIED SCHOOL DISTRICT
    15250 AVENUE OF SCIENCE
    SAN DIEGO,CA92128
    NONE GOVERNMENTAL PUSD ECO STEM 25,000
    PRODUCING OUTSTANDING PEOPLE
    726 OAKLAWN
    MARION,AR72364
    NONE PUBLIC CHARITY ICREATE COMMUNITY PROJECT 9,500
    RANDOLPH SCHOOL DISTRICT
    110 MEADOWOOD
    RANDOLPH,WI53956
    NONE GOVERNMENTAL STEM WELLNESS AND SUSTAINABILITY 19,000
    REGENTS OF THE UNIVERSITY OF MICHIGAN
    500 S STATE ST
    ANN ARBOR,MI48109
    NONE GOVERNMENTAL BOSCH ENERGY, ENVIRONMENT, ENGINEERING, SCIENCE, AND TECHNOLOGY (BE3ST) TEACHER GRANT PROGRAM PARTNERSHIP, 2019-2022 306,025
    RIVERLAND COMMUNITY COLLEGE FOUNDATION
    2200 RIVERLAND
    ALBERT LEA,MN56007
    NONE PC ECO STEM 12,000
    ROANE STATE COMMUNITY COLLEGE
    276 PATTON
    HARRIMAN,TN37748
    NONE GOVERNMENTAL CREATING THE NEXT STEM LAB-IN-A-BOX KITS 20,000
    ROCHESTER CITY SCHOOL DISTRICT
    131 W BROAD
    ROCHESTER,NY14614
    NONE GOVERNMENTAL FUTURE CITY, A NATIONAL ENGINEERING EDUCATION PROGRAM 10,000
    ROCHESTER INSTITUTE OF TECHNOLOGY
    1 LOMB MEMORIAL
    ROCHESTER,NY14623
    NONE PC INCREASING ACCESS TO STEM FOR STUDENTS FROM UNDERREPRESENTED AND UNDERSERVED GROUPS (2022) 9,850
    ROCHESTER MUESEUM AND SCIENCE CENTER
    657 EAST AVE
    ROCHESTER,NY14607
    NONE PC TRANSPORTATION AND ADMISSION FUNDTRANSPORTATION AND ADMISSION FUND 7,500
    SCHOOLCRAFT COLLEGE FOUNDATION
    18600 HAGGERTY
    LIVONIA,MI48152
    NONE PC EXPANSION OF KIDS ON CAMPUS PROGRAM 40,000
    SCIENCE FROM SCIENTISTS
    1 DEANGELO DR
    BEDFORD,MA01730
    NONE PC STEM ENRICHMENT AND TEACHER PROFESSIONAL DEVELOPMENT PROGRAMS 20,000
    SEE SCIENCE CENTER
    200 BEDFORD
    MANCHESTER,NH03101
    NONE PC LEGO MILLYARD EXHIBIT - HANDS-ON INTERACTIVE PROTOTYPING 15,000
    SOUND RIVERS
    PO BOX 1854
    WASHINGTON,NC27889
    NONE PC ECO+STEM 27,500
    SOUTHERN NEW HAMPSHIRE UNIVERSITY
    2500 N RIVER RD
    MANCHESTER,NH03106
    NONE GOVERNMENTAL ECOSTEM OUTDOOR CLASSROOM NETWORK 5,451
    STEM GREENHOUSE
    14200 BERKSHIRE DR SE
    GRAND RAPIDS,MI49508
    NONE PC SUSTAINABLE AGRICULTURE, GARDENING, AND ECOLOGY (SAGE) PROGRAM 3,000
    SUNNYVALE EDUCATION FOUNDATION
    819 W IOWA AVE
    SUNNYVALE,CA94086
    NONE PC STEM PROGRAMS 15,000
    THE BOYS AND GIRLS CLUB OF BENTON
    600 NATE WELLS SR DR
    BENTON HARBOR,MI49022
    NONE PUBLIC CHARITY GENERAL STEM INITATIVES 10,000
    DA VINVI DISCOVERY CENTER
    3145 HAMILTON BLVD BYPASS
    ALLENTOWN,PA18103
    NONE PC STEM SUMMER LEARNING 10,000
    THE PITTSBURGH PROMISE FOUNDATION
    1901 CENTRE AVENUE STE 204
    PITTSBURGH,PA15219
    NONE PC PROMISING FUTURES PROGRAM 15,000
    UNITED WAY FOR SOUTHEASTERN MICHIGAN
    3011 W GRAND BLVD 500
    DETROIT,MI48202
    NONE PUBLIC CHARITY INVESTING IN COMMUNITY SCHOOLS TO SUPPORT BASIC NEEDS AND STEM IN PONTIAC 166,000
    UNIVERSITY OF ARIZONA FOUNDATION
    1111 N CHERRY AVE
    TUCSON,AZ85721
    NONE PUBLIC CHARITY FOCUS ON THE FUTURE STEM SUMMER PROGRAMS 15,957
    UNIVERSITY OF MICHIGAN
    500 S STATE ST
    ANN ARBOR,MI48109
    NONE GOVERNMENTAL BOSCH ENERGY, ENVIRONMENT, ENGINEERING, SCIENCE, AND TECHNOLOGY (BE3ST) TEACHER GRANT PROGRAM PARTNERSHIP, 2019-2022 153,953
    UNIVERSITY OF NORTH CAROLINA
    9201 UNIVERSITY CLUB
    CHARLOTTE,NC28223
    NONE GOVERNMENTAL STEM 5,000
    VISTA MARIA
    20651 W WARREN
    DEARBORN HEIGHTS,MI48127
    NONE CHARITY JOURNEY TO SUCCESS STEM PROGRAMMING 20,000
    WARREN CONSOLIDATED SCHOOL DISTRICT
    31300 ANITA DRIVE
    WARREN,MI48093
    NONE GOVERNMENTAL WCS MIDDLE SCHOOL STEM CLASSES 9,140
    WAYNE RESA
    33500 VAN BORN
    WAYNE,MI48184
    NONE GOVERNMENTAL SCALING FOR SUCCESS: ACCELERATING CAREER AND POST-SECONDARY OPPORTUNITIES FOR STUDENTS 35,000
    WAYNE STATE UNIVERSITY
    42 W WARREN
    DETROIT,MI48202
    NONE GOVERNMENTAL PUBLIC RADIO PROJECT 5,000
    WEST MEMPHIS SCHOOL DISTRICT
    301 SOUTH AVALON
    WEST MEMPHIS,AR72301
    NONE GOVERNMENTAL K-2 ONLINE LEARNING MANAGEMENT SYSTEM 10,000
    WEST MICHIGAN AVIATION ACADEMY
    5363 44TH ST SE
    GRAND RAPIDS,MI49512
    NONE GOVERNMENTAL CNC SAFETY AND ACCESSIBILITY PROGRAM 5,000
    WEST NOBLE SCHOOL DISTRICT
    5050 N US HWY 33
    LIGONIER,IN46767
    NONE GOVERNMENTAL WNMS ENVIRONMENTAL EXPERIENCE 2021-2022 8,232
    WILLIAMS BAPTIST UNIVERSITY
    56 MCCLELLAN DR
    WALNUT RIDGE,AR72476
    NONE CHURCH GENERAL STEM 5,000
    Total .................................bullet 3a 2,789,421
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    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 98,709  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 232,472 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    232,472
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    45-4020765
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    BOSCH COMMUNITY FUND
     
    Employer identification number
    45-4020765
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    ROBERT BOSCH LLC
    38000 HILLS TECH DRIVE
     
    FARMINGTON HILLS, MI48331

    $ 4,860,000


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    BOSCH COMMUNITY FUND
     
    Employer identification number

    45-4020765
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    BOSCH COMMUNITY FUND
     
    Employer identification number

    45-4020765
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    Name of Bond End of Year Book Value End of Year Fair Market Value
    NON GOVT OBLIGATIONS (CORP BONDS) 2,080,810 2,073,555

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 1,065,865 1,373,679

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    US Government Securities - End of Year Book Value:

    2,262,445
    US Government Securities - End of Year Fair Market Value:

    2,254,939
    State & Local Government Securities - End of Year Book Value:


    153,783
    State & Local Government Securities - End of Year Fair Market Value:


    154,448


    TY 2021 InvestmentsOtherSchedule2
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INC EXCHANGE TR FUNDS AT COST 70,114 70,015

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STIFEL TRUST FEES 48,774 0   0


    TY 2021 TaxesSchedule
    Name:
    BOSCH COMMUNITY FUND
    EIN:
    45-4020765
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 711 0   0