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
SOKA 'PIIWA FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)2340 WETLANDS DRIVE SUITE 102
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHERIDAN, WY82801
A Employer identification number

83-0321664
B Telephone number (see instructions)

(307) 674-0848
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$2,019,525J 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      
4 Dividends and interest from securities... 51,351 51,351  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 246,783
b Gross sales price for all assets on line 6a 1,467,331
7 Capital gain net income (from Part IV, line 2)... 246,783
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........ 298,134 298,134 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,913 4,456 0 4,457
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 506 6 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 2,700 2,700 0 0
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 15,462 15,462 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 27,581 22,624 0 4,457
25 Contributions, gifts, grants paid....... 74,000 74,000
26 Total expenses and disbursements. Add lines 24 and 25 101,581 22,624 0 78,457
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 196,553
b Net investment income (if negative, enter -0-) 275,510
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 99,687 149,636 149,636
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,974,521 Click to see attachment2,090,016 1,720,379
c Investments—corporate bonds (attach schedule)....... 99,773 Click to see attachment130,882 149,510
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,173,981 2,370,534 2,019,525
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........ 2,173,981 2,370,534
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,173,981 2,370,534
30 Total liabilities and net assets/fund balances (see instructions). 2,173,981 2,370,534
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
2,173,981
2
Enter amount from Part I, line 27a .....................
2
196,553
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,370,534
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
2,370,534
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 SOLD 366 SHARES OF EBAY INC P 2020-03-11 2021-01-04
b SOLD 211 SHARES OF SEAGATE TECHNOLOGY PLC P 2020-06-09 2021-01-04
c SOLD 91 SHARES OF ORACLE CORP P 2020-04-08 2021-01-04
d SOLD 705 SHARES OF DISCOVERY INC SER A P 2020-03-11 2021-01-04
e SOLD 199 SHARES OF BEST BUY CO P 2020-01-07 2021-01-04
SOLD 70 SHARES OF AMERIPRISE FINCL INC P 2020-06-09 2021-01-04
SOLD 108 SHARES OF CITRIX SYSTEMS INC P 2020-02-04 2021-01-04
SOLD 28 SHARES OF TARGET CORP P 2020-04-08 2021-01-04
SOLD 275 SHARES OF CITIGROUP INC NEW P 2020-02-04 2021-01-04
SOLD 134 SHARES OF ELI LILLY & CO P 2020-02-04 2021-01-04
SOLD 147 SHARES OF DARLING INGREDIENTS INC P 2020-05-12 2021-01-04
SOLD 381 SHARES OF KROGER CO P 2020-04-08 2021-01-04
SOLD 417 SHARES OF JOHNSON CTLS INTL PLC P 2020-04-08 2021-01-04
SOLD 57 SHARES OF BIOGEN INC P 2020-01-07 2021-01-04
SOLD 539 SHARES OF SYNCHRONY FINANCIAL P 2020-05-12 2021-01-04
SOLD 103 SHARES OF MCKESSON CORP P 2020-08-11 2021-01-04
SOLD 3,294 SHARES OF DHT HOLDINGS INC SHS NEW P 2020-08-11 2021-01-04
SOLD 122 SHARES OF PERKIN ELMER INC P 2020-08-11 2021-01-04
SOLD 5 SHARES OF BOOKING HOLDINGS INC P 2020-02-04 2021-01-04
SOLD 1,148 SHARES OF AMKOR TECHNOLOGY INC P 2020-05-12 2021-01-04
SOLD 47 SHARES OF QUALCOMM INC P 2020-04-08 2021-01-04
SOLD 99 SHARES OF HCA HEALTHCARE INC P 2020-09-16 2021-01-04
SOLD 33 SHARES OF ADOBE INC P 2020-04-08 2021-01-04
SOLD 471 SHARES OF WESTERN UN CO P 2020-02-04 2021-01-04
SOLD 52 SHARES OF AUTODESK INC DELAWARE P 2020-07-14 2021-01-04
SOLD 174 SHARES OF SYNNEX CORP P 2020-04-08 2021-01-04
SOLD 59 SHARES OF ESSEX PROPERTY TRUST INC P 2020-04-08 2021-01-04
SOLD 401 SHARES OF HNI CORP P 2020-03-12 2021-01-04
SOLD 185 SHARES OF STATE STREET CORP P 2020-04-08 2021-01-04
SOLD 87 SHARES OF SKYWORKS SOLUTIONS INC P 2020-06-09 2021-01-04
SOLD 525 SHARES OF LIBERTY GLOBAL PLC P 2020-06-09 2021-01-04
SOLD 223 SHARES OF HUB GROUP INC P 2020-04-08 2021-01-04
SOLD 164 SHARES OF LENNAR CORP P 2020-05-12 2021-01-04
SOLD 53 SHARES OF CUMMINS INC P 2020-04-08 2021-01-04
SOLD 108 SHARES OF ALLSTATE CORP P 2020-04-08 2021-01-04
SOLD 83 SHARES OF RELIANCE STEEL & ALUM CO P 2020-01-07 2021-01-04
SOLD 86 SHARES OF APPLE INC P 2020-03-11 2021-01-04
SOLD 275 SHARES OF ALTRIA GROUP INC P 2020-08-11 2021-01-04
SOLD 112 SHARES OF SYNAPTICS INC P 2020-01-07 2021-01-04
SOLD 146 SHARES OF HOLOGIC INC P 2020-09-16 2021-01-04
SOLD 186 SHARES OF VALERO ENERGY CP DELA NEW P 2020-04-08 2021-01-04
SOLD 115 SHARES OF MANPOWERGROUP INC COM P 2020-04-08 2021-01-04
SOLD 123 SHARES OF MERITAGE HOME CORP P 2020-08-11 2021-01-04
SOLD 43 SHARES OF UNITED RENTALS INC P 2020-11-17 2021-01-04
SOLD 254 SHARES OF COLUMBUS MCKINNON CORP P 2020-04-08 2021-01-04
SOLD 667 SHARES OF HOST HOTELS & RESORTS INC P 2020-04-08 2021-01-04
SOLD 738 SHARES OF INNOVIVA, INC. P 2020-07-16 2021-01-04
SOLD 245 SHARES OF RENT-A-CTR INC. P 2020-02-04 2021-01-04
SOLD 16 SHARES OF BIO RAD LAB A P 2020-07-14 2021-01-04
SOLD 500 SHARES OF SPARTANNASH CO P 2020-07-14 2024-06-09
SOLD 378 SHARES OF INTERPUBLIC GROUP OF COS INC P 2020-04-08 2021-01-04
SOLD 244 SHARES OF PRESTIGE CONSMR HEALTHCARE INC P 2020-01-07 2021-01-04
SOLD 149 SHARES OF MYR GROUP INC DEL COM P 2020-12-17 2021-01-04
SOLD 25 SHARES OF CINTAS CORP P 2020-04-08 2021-01-04
SOLD 21 SHARES OF HUMANA INC P 2020-01-07 2021-01-04
SOLD 104 SHARES OF PHILIP MORRIS INTL INC P 2020-03-11 2021-01-04
SOLD 221 SHARES OF SYKES ENTERPRISES INC P 2020-09-16 2021-01-04
SOLD 57 SHARES OF ELECTRONIC ARTS INC P 2020-04-08 2021-01-04
SOLD 185 SHARES OF ATKORE INTRL GRP P 2020-04-08 2021-01-04
SOLD 145 SHARES OF MASCO CORP P 2020-08-11 2021-01-04
SOLD 105 SHARES OF HORIZON THERAPEUTICS PUB LTD P 2020-05-12 2021-01-04
SOLD 519 SHARES OF ALLSCRIPTS HEALTHCARE SOLU INC P 2020-12-15 2021-01-04
SOLD 148 SHARES OF INTEL CORP P 2020-03-12 2021-01-04
SOLD 317 SHARES OF OFFICE PPTYS INCOME TR BEN INT P 2020-03-11 2021-01-04
SOLD 247 SHARES OF KRATON CORP P 2020-07-14 2021-01-04
SOLD 41 SHARES OF ETSY INC COM P 2020-12-15 2021-01-04
SOLD 178 SHARES OF NETGEAR INC P 2020-11-17 2021-01-04
SOLD 125 SHARES OF NU SKIN ENTERPRISE INC A P 2020-09-16 2021-01-04
SOLD 58 SHARES OF DAVITA INC P 2020-01-07 2021-01-04
SOLD 86 SHARES OF CERNER CORP P 2020-04-08 2021-01-04
SOLD 127 SHARES OF HCI GROUP INC P 2020-04-08 2021-01-04
SOLD 31 SHARES OF RESMED INC P 2020-02-04 2021-01-04
SOLD 219 SHARES OF CORE MARK HOLDING CO INC P 2020-10-13 2021-01-04
SOLD 306 SHARES OF COMMERCIAL METALS CO P 2020-04-08 2021-01-04
SOLD 91 SHARES OF MASTEC INC P 2020-02-04 2021-01-04
SOLD 25 SHARES OF WATERS CORP P 2020-04-08 2021-01-04
SOLD 85 SHARES OF DELL TECHNOLOGIES INC CL A P 2020-10-13 2021-01-04
SOLD 133 SHARES OF SOUTHWEST AIRLINES P 2020-04-08 2021-01-04
SOLD 516 SHARES OF AMCOR PLC P 2020-10-13 2021-01-04
SOLD 2,354 SHARES OF QEP RESOURCES INC P 2020-12-17 2021-01-04
SOLD 156 SHARES OF CENTRAL GARDEN & PET CO CL A P 2020-04-08 2021-01-04
SOLD 124 SHARES OF IES HOLDINGS INC P 2020-04-08 2021-01-04
SOLD 344 SHARES OF LUMEN TECHNOLOGIES INC P 2020-05-12 2021-01-04
SOLD 54 SHARES OF CH ROBINSON WORLDWIDE INC NEW P 2020-10-13 2021-01-04
SOLD 125 SHARES OF COOPER TIRE & RUBBER P 2020-11-17 2021-01-04
SOLD 114 SHARES OF VORNADO REALTY TRUST P 2020-05-12 2021-01-04
SOLD 59 SHARES OF RENEWABLE ENERGY GP INC P 2020-11-17 2021-01-04
SOLD 44 SHARES OF BOSTON PROPERTIES INC P 2020-04-08 2021-01-04
SOLD 856 SHARES OF PFIZER INC P 2021-01-04 2021-02-10
SOLD 276 SHARES OF JPMORGAN CHASE & CO P 2020-04-08 2021-03-19
SOLD 184 SHARES OF AUTOMATIC DATA PROCESSING INC P 2021-01-04 2021-06-16
SOLD 541 SHARES OF MONDELEZ INTL INC COM P 2021-01-04 2021-06-16
SOLD 201 SHARES OF CROWN CASTLE INTL CORP P 2021-01-04 2021-09-08
SOLD 398 SHARES OF EMERSON ELECTRIC CO P 2021-01-04 2021-11-09
SOLD 0.40 SHARES OF KYNDRYL HOLDINGS P 2021-11-08 2021-11-09
SOLD 0.8 SHARES OF ORION OFFICE REIT INC P 2021-02-10 2021-11-18
SOLD 279 SHARES OF QUALCOMM INC P 2021-05-14 2021-12-01
SOLD 488 SHARES OF METLIFE INC P 2021-01-04 2021-12-01
SOLD 2,000 SHARES OF JPMORGAN CHASE P 2021-07-22 2021-12-29
SOLD 416 SHARES OF EBAY INC P 2018-12-19 2021-01-04
SOLD 341 SHARES OF SEAGATE TECHNOLOGY PLC P 2018-04-17 2021-01-04
SOLD 421 SHARES OF ORACLE CORP P 2019-01-23 2021-01-04
SOLD 313 SHARES OF DISCOVERY INC SER A P 2019-11-05 2021-01-04
SOLD 84 SHARES OF BEST BUY CO P 2018-03-14 2021-01-04
SOLD 68 SHARES OF AMERIPRISE FINCL INC P 2018-02-14 2021-01-04
SOLD 82 SHARES OF CITRIX SYSTEMS INC P 2018-08-21 2021-01-04
SOLD 102 SHARES OF TARGET CORP P 2019-09-05 2021-01-04
SOLD 98 SHARES OF CITIGROUP INC NEW P 2018-04-17 2021-01-04
SOLD 233 SHARES OF DARLING INGREDIENTS INC P 2019-12-03 2021-01-04
SOLD 225 SHARES OF KROGER CO P 2019-01-23 2021-01-04
SOLD 20 SHARES OF BIOGEN INC COM P 2019-11-05 2021-01-04
SOLD 3 SHARES OF BOOKING HOLDINGS INC P 2019-12-03 2021-01-04
SOLD 65 SHARES OF QUALCOMM INC P 2019-10-01 2021-01-04
SOLD 254 SHARES OF WESTERN UN CO P 2017-09-06 2021-01-04
SOLD 13 SHARES OF RELIANCE STEEL & ALUM CO P 2019-12-03 2021-01-04
SOLD 48 SHARES OF DOVER CORP P 2019-06-29 2021-01-04
SOLD 176 SHARES OF LUMEN TECHNOLOGIES INC P 2019-12-03 2021-01-04
ESSEX PROPERTY TRUST INC P 2020-01-01 2021-01-15
BOSTON PROPERTIES CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-01-28
REALTY INCOME CORP CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-02-16
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-03-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-04-15
SOLD 522 SHARES OF BANK OF AMERICA CORP P 2020-04-08 2021-04-23
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-05-14
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-06-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-07-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-08-13
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-09-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-10-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-11-15
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-11-17
SOLD 189 SHARES OF METLIFE INC P 2019-03-27 2021-12-01
REALTY INCOME CORP; CAPITAL GAIN DISTRIBUTION P 2020-01-01 2021-12-15
(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 18,734   14,747 3,987
b 12,768   11,000 1,768
c 5,778   4,746 1,032
d 21,419   15,869 5,550
e 19,785   13,892 5,893
13,112   11,171 1,941
13,721   13,153 568
4,924   2,906 2,018
16,503   13,361 3,142
21,919   19,015 2,904
8,343   3,132 5,211
12,196   12,393 -197
19,330   12,033 7,297
11,562   16,659 -5,097
18,455   10,927 7,528
17,844   16,223 1,621
17,761   18,556 -795
17,579   14,483 3,096
10,416   7,519 2,897
17,156   13,329 3,827
6,988   4,329 2,659
15,915   13,934 1,981
15,827   11,801 4,026
10,253   10,779 -526
15,415   12,049 3,366
13,960   11,462 2,498
13,526   14,191 -665
13,250   10,905 2,345
13,232   10,566 2,666
12,988   11,654 1,334
12,374   11,749 625
12,288   10,434 1,854
12,089   10,243 1,846
11,698   7,764 3,934
11,631   10,309 1,322
9,912   8,543 1,369
11,074   5,935 5,139
11,031   11,860 -829
11,014   7,782 3,232
10,610   9,302 1,308
10,373   9,311 1,062
10,278   6,998 3,280
10,044   11,869 -1,825
9,795   9,283 512
9,728   6,481 3,247
9,453   7,308 2,145
9,217   10,072 -855
9,181   6,350 2,831
9,106   7,761 1,345
8,927   10,553 -1,626
8,809   5,965 2,844
8,776   9,892 -1,116
8,716   8,883 -167
8,646   4,820 3,826
8,581   7,478 1,103
8,363   7,973 390
8,297   7,365 932
7,938   6,703 1,235
7,853   4,305 3,548
7,752   8,277 -525
7,522   4,947 2,575
7,429   7,261 168
7,414   7,775 -361
7,124   8,743 -1,619
7,107   4,324 2,783
7,071   7,213 -142
7,061   5,443 1,618
6,841   6,519 322
6,698   4,361 2,337
6,636   5,591 1,045
6,586   5,097 1,489
6,493   5,140 1,353
6,396   6,474 -78
6,303   5,027 1,276
6,166   4,058 2,108
6,166   4,759 1,407
6,141   6,013 128
5,984   4,482 1,502
5,890   5,903 -13
5,701   5,576 125
5,639   4,482 1,157
5,574   2,342 3,232
3,349   3,422 -73
5,007   5,684 -677
4,897   5,172 -275
4,184   4,093 91
4,136   3,521 615
4,019   4,208 -189
29,800   31,139 -1,339
42,172   29,783 12,389
36,584   31,142 5,442
34,389   31,124 3,265
39,086   30,951 8,135
38,842   31,156 7,686
8   10 -2
15   16 -1
50,160   36,236 13,924
28,960   22,494 6,466
50,382   50,000 382
21,293   14,101 7,192
20,634   17,939 2,695
26,731   22,213 4,518
9,509   8,743 766
8,351   6,077 2,274
12,737   10,418 2,319
10,418   8,929 1,489
17,936   11,387 6,549
5,881   6,973 -1,092
13,224   5,557 7,667
7,203   5,808 1,395
6,909   5,854 1,055
6,446   5,637 809
9,664   5,194 4,470
5,529   5,788 -259
1,552   1,522 30
5,923   4,315 1,608
1,713   2,483 -770
36     36
6     6
3     3
4     4
4     4
20,195   12,043 8,152
4     4
4     4
4     4
4     4
4     4
4     4
4     4
37     37
11,216   9,534 1,682
4     4
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       3,987
b       1,768
c       1,032
d       5,550
e       5,893
      1,941
      568
      2,018
      3,142
      2,904
      5,211
      -197
      7,297
      -5,097
      7,528
      1,621
      -795
      3,096
      2,897
      3,827
      2,659
      1,981
      4,026
      -526
      3,366
      2,498
      -665
      2,345
      2,666
      1,334
      625
      1,854
      1,846
      3,934
      1,322
      1,369
      5,139
      -829
      3,232
      1,308
      1,062
      3,280
      -1,825
      512
      3,247
      2,145
      -855
      2,831
      1,345
      -1,626
      2,844
      -1,116
      -167
      3,826
      1,103
      390
      932
      1,235
      3,548
      -525
      2,575
      168
      -361
      -1,619
      2,783
      -142
      1,618
      322
      2,337
      1,045
      1,489
      1,353
      -78
      1,276
      2,108
      1,407
      128
      1,502
      -13
      125
      1,157
      3,232
      -73
      -677
      -275
      91
      615
      -189
      -1,339
      12,389
      5,442
      3,265
      8,135
      7,686
      -2
      -1
      13,924
      6,466
      382
      7,192
      2,695
      4,518
      766
      2,274
      2,319
      1,489
      6,549
      -1,092
      7,667
      1,395
      1,055
      809
      4,470
      -259
      30
      1,608
      -770
      36
      6
      3
      4
      4
      8,152
      4
      4
      4
      4
      4
      4
      4
      37
      1,682
      4
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 2 246,783
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 3,830
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 3,830
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,177
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 5,177
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 1,347
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,347 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)
    bulletWY
    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 ofbulletKAREN KOYAMA-BREEN Telephone no.bullet (307) 674-0848

    Located atbullet2340 WETLANDS DRIVE SUITE 102SHERIDANWY ZIP+4bullet82801
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    GEORGE D WIDENER TRUSTEE
    0.00     		0 0 0
    PO BOX 2565
    COLUMBIA FALLS,MT59912
    PATRICIA K WIDENER TRUSTEE
    0.00     		0 0 0
    PO BOX 2565
    COLUMBIA FALLS,MT59912
    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
    1,781,158
    b
    Average of monthly cash balances.......................
    1b
    144,792
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,925,950
    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
    1,925,950
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    28,889
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,897,061
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    94,853
    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
    94,853
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,830
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,830
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    91,023
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    91,023
    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
    91,023
    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 91,023
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 10,107
    e From 2020...... 23,150
    f Total of lines 3a through e ........ 33,257
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 78,457
    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..... 78,457
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 12,566 12,566
    (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 20,691
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		20,691
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 20,691
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    BENEFIS TETON MEDICAL CENTER FOUNDATION
    915 4TH ST NW
    CHOTEAU,MT59422     		    SUPPORT, PROMOTE & ENHANCE HEALTHCARE 1,000
    BONEFISH TARPON TRUST
    2937 SW 27TH AVE SUITE 203
    MIAMI,FL33133     		    CONSERVATION & RESTORATION OF BONEFISH, TARPON & PERMIT FISHERIES AND HABITATS THROUGH RESEARCH, STEWARDSHIP, EDUCATION & ADVOCACY. 5,000
    BRIGHT EYES CARE & REHAB CENTER INC
    202 10TH AVE NW
    CHOTEAU,MT59422     		    ANIMAL SHELTER 2,500
    FLATHEAD SPAY & NEUTER CLINIC
    PO BOX 2095
    WHITEFISH,MT59937     		    ANIMAL POPULATION CONTROL 2,500
    MONTANA ENVIRONMENTAL INFORMATION CENTER
    PO BOX 1184
    HELENA,MT59624     		    PROTECTION & RESTORATION 2,500
    MONTANA PUBLIC RADIO
    UNIVERSITY OF MONTANA 32 CAMPUS DR
    MISSOULA,MT59812     		    ENRICH THE MIND & SPIRIT, INSPIRE A LIFETIME OF LEARNING, & CONNECTION OF COMMUNITY THROUGH ACCESS TO EXCEPTIONAL PROGRAMMING. 1,500
    NATIVE FISH SOCIETY
    813 7TH ST SUITE 200A
    OREGON CITY,OR97045     		    ADVOCACY FOR THE RECOVERY OF WILD, NATIVE FISH & PROMOTION OF THE STEWARDSHIP OF THE HABITATS 5,000
    NATIONAL RESOURCES DEFENSE COUNCIL
    317 E MENDENHALL ST SUITES D E
    BOZEMAN,MT59715     		    SAFEGUARD THE EARTH 20,000
    OLD TRAIL MUSEUM
    823 N MAIN AVE
    CHOTEAU,MT59422     		    PRESERVE, RESEARCH, AND INTEPRET TO THE PUBLIC THROUGH ITS COLLECTION, EXHIBITIONS, AND PROGRAMS, THE PHYSICAL & CULTURAL HISTORY OF THE ROCKY MOUNTAIN FRONT REGION. 5,000
    RANCH HOPE
    PO BOX 325
    ALLOWAY,NJ08001     		    FOSTERING ENVIRONMENTS THAT TRANSFORM LIVES EMPOWERED THROUGH CHRIST-CENTERED LOVE & COMPASSION. 5,000
    ROCKY MOUNTAIN ELK FOUNDATION
    5705 GRANT CREEK
    MISSOULA,MT59808     		    PROTECT, SUPPORT, ENHANCE, OPEN 1,500
    ROCKY MOUNTAIN FRONT WEED ROUNDTABLE
    PO BOX 663
    CHOTEAU,MT59422     		    WEED MANAGEMENT 2,500
    RONALD MCDONALD HOUSE
    26345 NETWORK PLACE
    CHICAGO,IL60673     		    CREATE, FIND AND SUPPORT PROGRAMS THAT DIRECTLY IMPROVE THE HEALTH & WELL-BEING OF CHILDREN AND THEIR FAMILIES. 10,000
    WESTERN RIVERS CONSERVANCY
    71 SW OAK ST
    PORTLAND,OR97204     		    PROTECTION OF RIVER ECOSYSTEMS 5,000
    WILD MONTANA
    80 S WARREN ST
    HELENA,MT59601     		    PROTECTION OF PUBLIC LANDS & WATERS, CREATE A FUTURE WHERE PEOPLE AND WILDLIFE THRIVE. 5,000
    Total .................................bullet 3a 74,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 246,783  
    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) .. 0 298,134 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    298,134
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    SOKA 'PIIWA FOUNDATION
    EIN:
    83-0321664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,913 4,456 0 4,457

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    SOKA 'PIIWA FOUNDATION
    EIN:
    83-0321664
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GENERAL MOTORS FIN 99,773 107,000
    PNC FINANCIAL SERVICES 31,109 42,510

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    SOKA 'PIIWA FOUNDATION
    EIN:
    83-0321664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AIR PROD & CHEM INC 33,753 37,728
    AMGEN INC 30,948 31,046
    APPLE INC 23,412 43,150
    AT&T INC 33,525 26,322
    BANK OF AMERICA CORP 21,319 32,478
    BRISTOL MYERS SQUIBB CO 31,557 31,861
    BROADCOM INC 35,602 47,910
    CAPITAL ONE FINANCIAL CO 101,473 107,000
    CHEVRON CORP 31,147 43,067
    CISCO SYSTEMS INC 31,144 45,246
    CITIGROUP INC 253,848 91,793
    COCA-COLA COMPANY 62,409 70,697
    COMCAST CORP CLASS A NEW 62,387 62,812
    CVS HEALTH CORP COM 31,154 46,216
    EXELON CORP 31,194 43,898
    EXXON MOBIL CORP 36,678 34,266
    GAMCO FKA GABELLI NAT RES 86,122 26,750
    GENERAL ELECTRIC CO 123,583 47,235
    GILEAD SCIENCES INC 32,392 34,853
    HOME DEPOT INC 30,940 48,971
    HONEYWELL INTL INC 31,088 31,277
    INTERNATIONAL BUSINESS MACHINES 29,836 33,682
    JOHNSON & JOHNSON 29,889 34,385
    JPMORGAN CHASE & CO 27,683 34,995
    KYNDRYL HOLDINGS 1,298 905
    LOCKHEED MARTIN CORP 31,209 32,342
    MCDONALDS CORP 37,397 47,984
    MEDTRONIC INC 24,875 22,345
    MERCK & CO INC 36,533 36,327
    MICROSOFT CORP 26,906 48,430
    MORGAN STANLEY 14,022 35,828
    ORION OFFICE REIT 2,125 1,923
    PEABODY ENERGY CORP 374,594 30,210
    PEPSICO INC NC 35,828 38,564
    PROCTER & GAMBLE CO 41,554 51,691
    RAYTHEON TECHNOLOGIES CORP 31,173 38,985
    REALTY INCOME CORP 60,305 74,310
    UNITEDHEALTH GP INC 31,123 45,193
    VERIZON COMMUNICATIONS 35,761 36,736
    WELLS FARGO & CO NEW 31,164 50,619
    ABBVIE INC COM 31,066 40,349

    TY 2021 OtherExpensesSchedule
    Name:
    SOKA 'PIIWA FOUNDATION
    EIN:
    83-0321664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MANAGEMENT FEES 15,462 15,462 0 0


    TY 2021 TaxesSchedule
    Name:
    SOKA 'PIIWA FOUNDATION
    EIN:
    83-0321664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAXES-FEDERAL 500 0 0 0
    TAXES-FOREIGN 6 6 0 0