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
NELSON B DELAVAN FOUND PART A XXXXX9000
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

16-6260274
B Telephone number (see instructions)

(800) 496-2583
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$6,190,820J 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... 173,022 173,022  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 225,799
b Gross sales price for all assets on line 6a 1,087,108
7 Capital gain net income (from Part IV, line 2)... 225,799
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 539    
12 Total. Add lines 1 through 11........ 399,360 398,821  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 67,001 36,292   30,709
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,994 2,994   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 70,245 39,286 0 30,959
25 Contributions, gifts, grants paid....... 274,560 274,560
26 Total expenses and disbursements. Add lines 24 and 25 344,805 39,286 0 305,519
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 54,555
b Net investment income (if negative, enter -0-) 359,535
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............. 61,960 129,658 129,658
2 Savings and temporary cash investments......... 69,441 56,837 56,837
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,801,809 Click to see attachment2,958,507 4,962,671
c Investments—corporate bonds (attach schedule)....... 935,434 Click to see attachment770,487 766,914
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 259,468 Click to see attachment267,379 274,740
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) 4,128,112 4,182,868 6,190,820
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 4,128,112 4,182,868
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 4,128,112 4,182,868
30 Total liabilities and net assets/fund balances (see instructions). 4,128,112 4,182,868
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
4,128,112
2
Enter amount from Part I, line 27a .....................
2
54,555
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
8,747
4
Add lines 1, 2, and 3 ..........................
4
4,191,414
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
8,546
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,182,868
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 146.427 FIDELITY 500 INDEX FUND     2021-01-25
b 63.048 FIDELITY 500 INDEX FUND   2018-10-25 2021-01-25
c 3088.911 VANGUARD TTL INTL BND-ADM   2017-04-12 2021-01-25
d 377. VANGUARD INT-TERM CORPORATE   2020-11-02 2021-01-25
e 627.931 VANGUARD TTL INTL BND-ADM     2021-01-29
137. VANGUARD INT-TERM CORPORATE   2020-10-30 2021-01-29
686.757 FIDELITY 500 INDEX FUND   2018-10-25 2021-02-12
82. SPDR TR UNIT SER 1     2021-02-18
. JPMORGAN BETABUILDERS EUROPE ETF     2021-04-15
. JPMORGAN BETABUILDERS JAPAN ETF     2021-04-15
. JPMORGAN BETABUILDERS DEVELO     2021-04-15
. JPMORGAN BETABUILDERS DEVELO     2021-04-15
231.82 FIDELITY 500 INDEX FUND   2018-10-25 2021-04-19
88. ISHARES TR 20+ TREAS INDEX FD   2020-09-21 2021-04-19
87. ISHARES TR 20+ TREAS INDEX FD   2020-09-21 2021-04-19
1005.581 SIX CIRCLES US UNCONSTR EQ   2021-02-12 2021-04-19
80.856 FIDELITY 500 INDEX FUND   2020-09-21 2021-04-30
81.254 FIDELITY 500 INDEX FUND   2018-02-08 2021-04-30
51. ISHARES TR 20+ TREAS INDEX FD   2020-09-21 2021-04-30
2581.385 PGIM HIGH YIELD-R6   2020-03-31 2021-04-30
369.393 VANGUARD TTL INTL BND-ADM   2017-04-12 2021-04-30
5618.615 LORD ABBETT HIGH YIELD-F3   2020-05-12 2021-05-13
82. SPDR TR UNIT SER 1   2013-07-29 2021-05-13
482.402 LORD ABBETT HIGH YIELD-F3   2020-10-12 2021-05-19
15401.08 LORD ABBETT HIGH YIELD-F3   2020-05-11 2021-05-19
7291.075 PGIM HIGH YIELD-R6   2020-03-31 2021-05-20
692.751 VANGUARD TTL INTL BND-ADM   2017-04-12 2021-06-10
550.84 FIDELITY 500 INDEX FUND   2018-10-25 2021-07-20
76.5 JPMORGAN BETABUILDERS CANADA   2020-10-12 2021-07-20
61.5 JPMORGAN BETABUILDERS CANADA     2021-07-20
2244.348 SIX CIRCLES US UNCONSTR EQ   2021-02-12 2021-07-20
713.722 SIX CIRCLES GLOBAL BOND   2020-08-17 2021-07-20
1187.477 PIMCO MTGE OPPORTUNITIES IS   2020-06-01 2021-07-23
346.832 PIMCO MTGE OPPORTUNITIES IS   2020-10-12 2021-07-26
3270.28 PIMCO MTGE OPPORTUNITIES IS   2020-06-01 2021-07-26
197. ISHARES CORE MSCI EMERGING     2021-10-21
295. ISHARES CORE MSCI EMERGING     2021-10-21
193.5 JPMORGAN BETABUILDERS JAPAN ETF     2021-10-21
18.5 JPMORGAN BETABUILDERS JAPAN ETF   2020-06-10 2021-10-21
580. JPMORGAN BETABUILDERS JAPAN ETF     2021-10-21
165. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
27. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
8. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
295. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
199. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
432. ISHARES CORE MSCI EMERGING     2021-10-26
253. ISHARES CORE MSCI EMERGING   2020-10-21 2021-10-26
1285.889 SIX CIRCLES US UNCONSTR EQ   2021-02-18 2021-10-29
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 19,580   16,980 2,600
b 8,431   5,966 2,465
c 72,064   67,122 4,942
d 36,378   35,985 393
e 14,606   13,685 921
13,190   13,079 111
93,811   64,988 28,823
32,038   13,946 18,092
28     28
29     29
29     29
29     29
33,498   21,937 11,561
12,215   14,468 -2,253
12,073   14,303 -2,230
15,315   14,330 985
11,737   9,232 2,505
11,795   7,341 4,454
7,070   8,385 -1,315
14,353   12,158 2,195
8,400   8,027 373
42,308   36,521 5,787
33,642   13,830 19,812
3,628   3,454 174
115,816   99,799 16,017
40,393   34,341 6,052
15,843   15,053 790
82,670   52,126 30,544
4,777   3,815 962
3,840   3,028 812
36,336   31,982 4,354
7,244   7,273 -29
13,039   12,706 333
3,808   3,791 17
35,908   34,992 916
12,581   10,917 1,664
18,825   16,307 2,518
10,985   10,754 231
1,050   884 166
32,927   33,296 -369
10,513   9,126 1,387
1,732   1,493 239
510   442 68
18,814   16,317 2,497
12,680   11,007 1,673
27,517   23,880 3,637
16,119   13,983 2,136
22,156   18,260 3,896
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
      44,778
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       2,600
b       2,465
c       4,942
d       393
e       921
      111
      28,823
      18,092
      28
      29
      29
      29
      11,561
      -2,253
      -2,230
      985
      2,505
      4,454
      -1,315
      2,195
      373
      5,787
      19,812
      174
      16,017
      6,052
      790
      30,544
      962
      812
      4,354
      -29
      333
      17
      916
      1,664
      2,518
      231
      166
      -369
      1,387
      239
      68
      2,497
      1,673
      3,637
      2,136
      3,896
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 225,799
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 4,998
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 4,998
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,896
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,650
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,546
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 2,548
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,548 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		67,001    
    10 S DEARBORN ST MC IL 1-0111
    CHICAGO,IL60603
    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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,773,882
    b
    Average of monthly cash balances.......................
    1b
    121,937
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,895,819
    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
    5,895,819
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    88,437
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,807,382
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    290,369
    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
    290,369
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,998
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,998
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    285,371
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    285,371
    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
    285,371
    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 7 285,371
    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...... 192,659
    b From 2017...... 172,185
    c From 2018...... 190,568
    d From 2019...... 141,690
    e From 2020...... 106,691
    f Total of lines 3a through e ........ 803,793
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 305,519
    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..... 285,371
    e Remaining amount distributed out of corpus 20,148
    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 5 823,941
    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) ...     		192,659
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		631,282
    10 Analysis of line 9:
    a Excess from 2017.... 172,185
    b Excess from 2018.... 190,568
    c Excess from 2019.... 141,690
    d Excess from 2020.... 106,691
    e Excess from 2021.... 20,148
    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).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JPMORGAN CHASE BANK NA
    ONE CHASE SQUARE
    ROCHESTER,NY14643
    (585) 797-1925
    bThe form in which applications should be submitted and information and materials they should include:
    SEE ATTACHED
    cAny submission deadlines:
    GRANTS MADE THROUGHOUT THE YEAR. MOST ARE REVIEWED FEB. 1 - MARCH 15 AND SEP. 15 - OCT 15.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED
    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
    PARKINSONS FOUNDATION
    1359 BROADWAY SUITE 1509
    NEW YORK,NY10018     		NONE PC GENERAL 1,000
    WETA PUBLIC RADIO
    PO BOX 2691
    WASHINGTON,DC200132691     		NONE PC GENERAL 2,000
    AMERICAN CANCER SOCIETY
    PO BOX 22478
    OKLAHOMA,OK73123     		NONE PC GENERAL 1,000
    POPULATION SERVICES INTERNATIONAL
    1120 19TH STREET NW SUITE 600
    WASHINGTON,DC20036     		NONE PC GENERAL 5,000
    NARAL PROCHOICE AMERICA TREASURERS
    PO BOX 1866
    MERRIFIELD,VA221168066     		NONE PC GENERAL 10,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    123 WILLIAM STREET 19TH FLOOR
    NEW YORK,NY10038     		NONE PC GENERAL 10,000
    SOUTH SENECA HIGH SCHOOL
    7263 MAIN STREET
    OVID,NY14521     		NONE PUBLIC PROGRAM SUPPORT 6,000
    DACOR BACON HOUSE FOUNDATION
    1801 F ST NW
    WASHINGTON,DC20006     		NONE PC GENERAL 10,000
    HUMANE RESCUE ALLIANCE
    1201 NEW YORK AVE NE
    WASHINGTON,DC20002     		NONE PC GENERAL 10,000
    EDITH B FORD MEM LIBRARY OF OVID NY
    PO BOX 410
    OVID,NY14521     		NONE PC GENERAL 4,500
    INTERLAKEN PUBLIC LIBRARY
    PO BOX 105
    INTERLAKEN,NY14847     		NONE PC GENERAL 4,320
    INTERLAKEN HISTORICAL SOCIETY
    8394 MAIN ST
    INTERLAKEN,NY14847     		NONE PC GENERAL 2,770
    SCHWEINFURTH MEMORIAL ARTS CENTER
    205 GENESEE ST
    AUBURN,NY13021     		NONE PC GENERAL 5,000
    WAYNE COUNTY COUNCIL FOR ARTS
    108 W MILLES ST
    NEWARK,NY14513     		NONE PC GENERAL 3,000
    LODI HISTORICAL SOCIETY
    PO BOX 279
    LODI,NY14860     		NONE PC GENERAL 5,000
    SENECA FALLS ROTARY SERVICE FOUNDAT
    121 CAYUGA ST
    SENECA FALLS,NY13148     		NONE PC GENERAL 1,500
    SENECA MUSEUM OF WATERWAYS AND INDU
    89 FALL ST
    SENECA FALLS,NY13148     		NONE PC GENERAL 4,450
    TRUMANSBURG AFTER SCHOOL PROGRAM
    100 WHIG ST
    TRUMANSBURG,NY14886     		NONE PC GENERAL 2,000
    BACKBONE RIDGE HISTORICAL
    PO BOX 64 TRUMANSBURG
    ELMIRA,NY13915     		NONE PC GENERAL 5,000
    COLLEGETRACKS
    5126 MANNING DRIVE
    BETHESDA,MD20814     		NONE PC GENERAL 5,000
    ST PETERS COMMUNITY ARTS CENTER
    149 GENESEE STREET
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    LODI WHITTIER LIBRARY
    8484 SOUTH MAIN STREET
    LODI,NY14860     		NONE PC GENERAL 5,000
    HOWLAND STONE STORE MUSEUM
    2956 NY-34B
    AURORA,NY13026     		NONE PC GENERAL 5,000
    ASSOCIATION FOR DIPLOMATIC STUDIES
    4000 ARLINGTON BLVD
    ARLINGTON,VA22204     		NONE PC GENERAL 15,000
    AMERICAN ACADEMY OF DIPLOMACY
    1200 18TH ST NW
    WASHINGTON,DC20036     		NONE PC GENERAL 25,000
    SENIOR LIVING FOUNDATION
    1620 L STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL 1,000
    REYNOLDS BATTERY L FIRST NY LIGHT
    21 LINDHURST DR
    LOCKPORT,NY14094     		NONE PC GENERAL 3,500
    ROMULUS FOUNDATION FOR EDUCATIONAL
    5705 RT 96
    ROMULUS,NY145419551     		NONE PC GENERAL 5,000
    MACEDON PUBLIC LIBRARY
    30 W MAIN STREET
    MACEDON,NY14502     		NONE PC GENERAL 3,800
    WATERLOO LIBRARY & HISTORICAL SOCIETY
    31 E WILLIAMS ST
    WATERLOO,NY13165     		NONE PC GENERAL 4,000
    SENECA FALLS ITS A WONDERFUL LIFE
    55 CAYUGA ST
    SENECA FALLS,NY13148     		NONE PC GENERAL 5,000
    GENEVA HISTORICAL SOCIETY
    543 S MAIN ST
    GENEVA,NY14456     		NONE PC GENERAL 2,500
    GENEVA MUSIC FESTIVAL
    47 CASTLE STREET
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    SMITH CENTER FOR THE ARTS
    82 SENECA STREET
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    CHRIST EPISCOPAL CHURCH
    120 W HIGH STREET
    CHARLOTTESVILLE,VA22902     		NONE PC GENERAL 3,500
    BIG BROTHERS BIG SISTERS OF GREATER ROCH
    37 S WASHINGTON ST
    ROCHESTER,NY14608     		NONE PC GENERAL 5,000
    CLYDE-SAVANNAH PUBLIC LIBRARY
    204 GLASGOW ST
    CLYDE,NY14433     		NONE PC GENERAL 3,900
    AUBURN PUBLIC THEATER INC
    8 EXCHANGE ST
    AUBURN,NY13021     		NONE PC GENERAL 5,000
    WAYNE COUNTY HISTORICAL
    21 BUTTERNUT ST
    LYONS,NY14489     		NONE PC GENERAL 4,000
    KNEISEL HALL
    137 PLEASANT ST
    BLUE HILL,ME04614     		NONE PC GENERAL 5,000
    GARTH NEWEL MUSIC CENTER
    403 GARTH NEWEL LANE
    HOT SPRINGS,VA24445     		NONE PC GENERAL 12,000
    HENRY L STIMSON CENTER
    1111 19TH STREET NW
    WASHINGTON,DC20036     		NONE PC GENERAL 5,000
    ULYSSES HISTORICAL SOCIETY
    39 SOUTH ST
    TRUMANSBURG,NY14886     		N/A PC GENERAL 1,640
    BETWEEN THE LAKES COMMUNITY SERVICE PLAY
    6946 STATE ROUTE 96A
    OVID,NY145219728     		NONE PC GENERAL 5,000
    FOREIGN SERVICE YOUTH FOUNDATION
    PO BOX 50663
    ARLINGTON,VA22205     		NONE PC GENERAL 3,000
    GENEVA LIGHT OPERA
    82 SENECA ST
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    FINGER LAKES CULTURAL AND NATURAL
    MUSEUM AND AQARIUM
    3369 GUYANOGA RD
    BRANCHPORT,NY14418     		NONE PC GENERAL 5,000
    GENEVA READS INC
    25 N MORRELL AVE
    GENEVA,NY14456     		NONE PC GENERAL 5,000
    SENECA FALLS LIBRARY
    47 CAYUGA ST
    SENECA FALLS,NY14148     		NONE PC GENERAL 5,000
    SENECA 2000 INC
    SENECA FALLS
    SENECA,NY13148     		NONE PC GENERAL 5,000
    TRUMANSBURG CONSERVATORY OF FINE ARTS
    5 MCLALLEN ST
    TRUMANSBURG,NY14886     		NONE PC GENERAL 3,980
    LITERACY VOLUNTEERS OF SENECA COUNTY
    1 DIPRONIO DR
    WATERLOO,NY13165     		NONE PC GENERAL 2,000
    AMERICAN DIPLOMACY PUBLISHERS
    252 CAROLINA MEADOWS VILLA
    PITTSBORO,NC27312     		NONE PC GENERAL 3,200
    Total .................................bullet 3a 274,560
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 225,799  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 539  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   399,360  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    399,360
    (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 InvestmentsCorpBondsSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0100 JPM CORE BD FD - USD 56,504 59,412
    92203J308 VANGUARD TTL INTL BN    
    54401E143 LORD ABBETT SHRT DUR 113,799 113,873
    464287432 ISHARES 20+ YEAR TRE 63,172 63,425
    54401E218 LORD ABBETT HIGH YIE    
    74440Y884 PGIM HIGH YIELD-Q    
    83002G702 SIX CIRCLES GLOBAL B 245,836 238,756
    83002G884 SIX CIRCLES CREDIT O 118,284 119,194
    92206C771 VANGUARD MORTGAGE-BA 55,116 53,844
    92206C870 VANGUARD INT-TERM CO    
    46429B267 ISHARES US TREASURY 59,074 59,763
    921937835 VANGUARD TOTAL BOND 58,702 58,647

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Name of Stock End of Year Book Value End of Year Fair Market Value
    464287465 ISHARES MSCI EAFE ET 277,587 385,217
    78462F103 SPDR S&P 500 ETF TRU 833,958 2,124,971
    315911750 FIDELITY 500 INDEX-I 312,020 513,371
    46641Q688 JPM BTABLDRS DEV ASI    
    46641Q696 JPMORGAN BETABUILDER    
    46641Q712 JPMORGAN BETABUILDER    
    46641Q720 JPMORGAN BETABUILDER    
    83002G306 SIX CIRCLES US UNCON 460,507 683,710
    83002G405 SIX CIRCLES INTL UNC 473,731 549,578
    46434G103 ISHARES CORE MSCI EM    
    315911727 FIDELITY INTL INDX-I 36,999 38,184
    46641Q191 JPMORGAN BETABUILDER 161,364 179,339
    46641Q217 JPMORGAN BETABUILDER 146,570 172,180
    46641Q225 JPMORGAN BETABUILDER 140,080 197,837
    46641Q233 JPM BTABLDRS DEV ASI 115,691 118,284

    TY 2021 InvestmentsOtherSchedule2
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09257V508 BLACKSTONE ALT MULTI AT COST 106,647 105,301
    09250J734 BLACKROCK EVNT DRVN AT COST 52,339 52,820
    64128R608 NEUBERGER BERMAN LON AT COST 48,993 58,154
    72201U638 PIMCO MRTG OPP & BND      
    72201M487 PIMCO DYNAMIC BOND-I AT COST 59,400 58,465

    TY 2021 OtherDecreasesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Amount
    2021 TRANSACTION POSTED IN 2022 8,541
    MUTUAL FUND ADJUSTMENT 5


    TY 2021 OtherExpensesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FEE 250 0   250


    TY 2021 OtherIncomeSchedule2
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 539 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Description Amount
    2020 TRANSACTION POSTED IN 2021 8,746
    ROUNDING 1


    TY 2021 TaxesSchedule
    Name:
    NELSON B DELAVAN FOUND PART A XXXXX9000
    EIN:
    16-6260274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES ON QUALIFIED FOR 2,519 2,519   0
    FOREIGN TAXES ON NONQUALIFIED 475 475   0