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
HARTLEY FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

74-2822359
B Telephone number (see instructions)

(913) 261-5714
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$6,036,307J 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... 123,387 123,380  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 102,837
b Gross sales price for all assets on line 6a 512,452
7 Capital gain net income (from Part IV, line 2)... 102,837
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 3,180    
12 Total. Add lines 1 through 11........ 229,404 226,217  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 99,000 89,100   9,900
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits....... 7,700 0 0 7,700
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 38,220 38,220   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,911 1,229   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 40     40
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,371 128,549 0 20,140
25 Contributions, gifts, grants paid....... 502,500 502,500
26 Total expenses and disbursements. Add lines 24 and 25 651,871 128,549 0 522,640
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -422,467
b Net investment income (if negative, enter -0-) 97,668
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......... 152,537 144,262 144,262
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)....... 2,690,973 Click to see attachment2,574,517 4,421,162
c Investments—corporate bonds (attach schedule)....... 1,714,982 Click to see attachment1,414,189 1,468,608
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,197 Click to see attachment2,275 Click to see attachment2,275
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,559,689 4,135,243 6,036,307
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........ 4,559,689 4,135,243
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)..... 4,559,689 4,135,243
30 Total liabilities and net assets/fund balances (see instructions). 4,559,689 4,135,243
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
4,559,689
2
Enter amount from Part I, line 27a .....................
2
-422,467
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
4,834
4
Add lines 1, 2, and 3 ..........................
4
4,142,056
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
6,813
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,135,243
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 100000. APPLE INC 2.850% 5/06/21   2018-02-01 2021-05-06
b 60. ALBEMARLE CORP   2020-01-08 2021-07-01
c 5. ALPHABET INC CL A   2019-02-04 2021-07-01
d 2. AMAZON COM INC COM   2018-10-22 2021-07-01
e 75. APPLE COMPUTER INC COM   2013-02-12 2021-07-01
125. BANK OF AMERICA CORP   2018-09-07 2021-07-01
1997.005 BARON EMERGING MARKETS INSTITUTIONAL   2015-08-31 2021-07-01
35. HOME DEPOT INC COM   2020-04-16 2021-07-01
25. HONEYWELL INTERNATIONAL INC   2020-02-28 2021-07-01
35. JP MORGAN CHASE & CO COM   2015-10-01 2021-07-01
170. MARATHON PETROLEUM CORP   2018-11-23 2021-07-01
50. MAXIM INTEGRATED PRODS INC   2020-01-09 2021-07-01
35. MICROSOFT CORP COM   2019-01-31 2021-07-01
70. SCHWAB CHARLES CORP COM NEW   2020-02-28 2021-07-01
25. TEXAS INSTRUMENTS INC   2019-03-21 2021-07-01
30. 3M CO COM   2018-09-07 2021-07-01
428.6546 VIATRIS INC   2020-01-09 2021-07-01
71.3454 VIATRIS INC   2020-08-19 2021-07-01
45. XYLEM INC   2020-07-14 2021-07-01
1020. VIATRIS INC     2021-07-21
1. WELLS FARGO & CO   1911-11-11 2021-08-30
.87 ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-01-09 2021-09-17
1. BANK OF NY MTN 2.600% 2/07/22   1911-11-11 2021-10-01
100000. U S TREASURY NT 2.875% 11/15/21   2018-11-29 2021-11-15
100000. SHELL INTERNATIONAL 2.375% 8/21/22   2015-01-20 2021-12-22
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 100,000   100,000  
b 10,183   4,291 5,892
c 12,199   5,668 6,531
d 6,869   3,590 3,279
e 10,251   1,268 8,983
5,198   3,850 1,348
39,760   21,235 18,525
11,184   7,029 4,155
5,517   3,894 1,623
5,478   2,141 3,337
10,440   10,647 -207
5,234   3,096 2,138
9,456   3,642 5,814
5,139   2,894 2,245
4,799   2,794 2,005
5,983   6,378 -395
6,161   6,753 -592
1,025   1,124 -99
5,429   3,199 2,230
14,344   16,070 -1,726
27     27
150   86 64
19     19
100,000   100,000  
101,347   99,966 1,381
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
      36,260
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        
b       5,892
c       6,531
d       3,279
e       8,983
      1,348
      18,525
      4,155
      1,623
      3,337
      -207
      2,138
      5,814
      2,245
      2,005
      -395
      -592
      -99
      2,230
      -1,726
      27
      64
      19
       
      1,381
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 102,837
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 1,358
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 1,358
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,854
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,854
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 10 496
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet496 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)
    bulletKS
    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 ofbulletLAURA LINTECUM Telephone no.bullet (314) 418-2912

    Located atbullet6940 MISSION ROADPRAIRIE VILLAGEKS ZIP+4bullet66208
    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)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    PATRICIA HARTLEY BOARD MEMBER
    1     		0    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    LAURA H LINTECUM PRESIDENT
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    ELIZABETH H WINETROUB VICE PRESIDENT
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    ANN H BUSH SECRETARY/TREASURER
    4     		33,000    
    6940 MISSION ROAD
    PRAIRIE VILLAGE,KS66208
    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
    5,919,202
    b
    Average of monthly cash balances.......................
    1b
    89,125
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,008,327
    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
    6,008,327
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    90,125
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,918,202
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    295,910
    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
    295,910
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,358
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,358
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    294,552
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    294,552
    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
    294,552
    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 7 294,552
    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...... 27,026
    b From 2017...... 57,437
    c From 2018...... 53,684
    d From 2019...... 72,857
    e From 2020...... 84,247
    f Total of lines 3a through e ........ 295,251
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 522,640
    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..... 294,552
    e Remaining amount distributed out of corpus 228,088
    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 5 523,339
    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) ...     		27,026
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		496,313
    10 Analysis of line 9:
    a Excess from 2017.... 57,437
    b Excess from 2018.... 53,684
    c Excess from 2019.... 72,857
    d Excess from 2020.... 84,247
    e Excess from 2021.... 228,088
    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:
    LAURA H LINTECUM
    8122 EL MONTE ST
    PRAIRIE VILLAGE,KS66208
    (913) 381-2448
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE A PUBLIC CHARITY AS DESCRIBED UNDER 501(C)(3) OF THE IRC.
    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
    WAYSIDE WAIFS
    3901 MARTHA TRUMAN RD
    KANSAS CITY,MO64137     		NONE PC GENERAL OPERATING 2,500
    KAUFFMAN CTR FOR THE PERFORMING ARTS
    1601 BROADWAY
    KANSAS CITY,MO64106     		NONE PC GENERAL OPERATING 5,000
    AMERICAN RED CROSS
    211 W AMOUR BLVD
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 2,500
    DOLE INSTITUTE OF POLITICS
    2350 PETEFISH DR
    LAWRENCE,KS66045     		NONE PC GENERAL OPERATING 2,000
    GLOBAL ORPHAN PROJECT
    6114 N 9 HWY
    PARKVILLE,MO64152     		NONE PC GENERAL OPERATING 1,000
    ANGEL FLIGHT CENTRAL
    CHARLES B WHEELER DOWNTOWN AIRPORT
    10 RICHARDS ROAD
    KANSAS CITY,MO64116     		NONE PC GENERAL OPERATING 2,500
    HOPE HOUSE
    PO BOX 577
    LEES SUMMIT,MO64063     		NONE PC GENERAL OPERATING 5,000
    MIDWEST INNOCENCE PROJECT
    3619 BROADWAY BLVD
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 10,000
    JUST LIKE YOU FILMS
    7301 MISSION RD SUITE 321
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 5,000
    KANSAS AUDIO READER NETWORK
    1120 WEST 11TH ST
    LAWRENCE,KS66044     		NONE PC GENERAL OPERATING 5,000
    BOYS AND GIRLS CLUB OF GREATER KC
    4001 BLUE PKWY 102
    KANSAS CITY,MO64130     		NONE PC GENERAL OPERATING 2,500
    HEART TO HEART INTERNATIONAL
    13250 W 98TH STREET
    LENEXA,KS66215     		NONE PC GENERAL OPERATING 10,000
    THE CHILDREN'S PLACE
    2 EAST 59TH STREET
    KANSAS CITY,MO64113     		NONE I SCHOLARSHIP 1,000
    TURNING POINT
    8900 STATE LINE RD STE 240
    LEAWOOD,KS66206     		NONE PC GENERAL OPERATING 1,000
    KCPT
    125 EAST THIRTY-FIRST ST
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 1,000
    VILLAGE PRESBYTERIAN CHURCH
    6641 MISSION RD
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 20,000
    SALVATION ARMY
    3637 BROADWAY
    KANSAS CITY,MO64111     		NONE PC GENERAL OPERATING 3,000
    JEWEL BALL
    PO BOX 878652
    KANSAS CITY,MO641878652     		NONE PC GENERAL OPERATING 1,500
    ST ANDREWS EPISCOPAL CHURCH
    6401 WORNALL TERRACE
    KANSAS CITY,MO64113     		NONE PC GENERAL OPERATING 25,000
    ERIC'S CAMP FUND
    PO BOX 8138
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 1,000
    KANSAS CITY REPERTORY THEATRE
    4949 CHERRY STREET
    KANSAS CITY,MO64110     		NONE PC GENERAL OPERATING 2,000
    HARVESTERS COMMUNITY FOOD NETWORK
    3801 TOPPING AVENUE
    KANSAS CITY,MO64129     		NONE PC GENERAL OPERATING 10,000
    CHILDRENS MERCY HOSPITAL
    2401 GILLHAM ROAD
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 10,000
    CITY UNION MISSION
    1100 EAST 11TH ST
    KANSAS CITY,MO64106     		NONE PC GENERAL OPERATING 5,000
    OPERATION BREAKTHROUGH
    PO BOX 412482
    KANSAS CITY,MO64141     		NONE PC GENERAL OPERATING 25,000
    CASA OF JOHNSON AND WYANDOTTE COUNTIES
    6950 SQUIBB ROAD 300
    MISSION,KS66202     		NONE PC GENERAL OPERATING 10,000
    SAFE HOUSE
    PO BOX 4563
    OVERLAND PARK,KS66204     		NONE PC GENERAL OPERATING 5,000
    MISSION VISION PROJECT
    PO BOX 32131
    KANSAS CITY,MO64171     		NONE PC GENERAL OPERATING 10,000
    ROSE BROOKS CENTER
    PO BOX 320599
    KANSAS CITY,MO64132     		NONE PC GENERAL OPERATING 5,250
    CRISTO REY SCHOOL
    211 LINWOOD BLVD
    KANSAS CITY,MO64111     		NONE I SCHOLARSHIP 1,000
    ST LUKE'S HOSPITAL FOUDNATION
    901 EAST 104TH STREET
    KANSAS CITY,MO64131     		NONE PC GENERAL OPERATING 100,000
    KVC FOUNDATION
    21350 WEST 153RD STREET
    OLATHE,KS66061     		NONE PUBLIC EXEMPT PURPOSE 10,000
    BENILDE HALL
    3220 EAST 23RD STREET
    KANSAS CITY,MO64127     		NONE PC GENERAL OPERATING 2,500
    KC PET PROJECT
    7077 ELMWOOD AVENUE
    KANSAS CITY,MO64132     		NONE PC GENERAL OPERATING 1,000
    NATIONAL WW1 MUSEUM & MEMORIAL
    2 MEMORIAL DRIVE
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 2,000
    NEW HOUSE
    PO BOX 240019
    KANSAS CITY,MO641240019     		NONE PC GENERAL OPERATING 2,500
    REACH OUT & READ KANSAS CITY
    MS 1051
    KANSAS CITY,KS66160     		NONE PC GENERAL OPERATING 500
    SWOPE HEALTH FOUNDATION
    3801 BLUE PARKWAY
    KANSAS CITY,MO64130     		NONE PC GENERAL OPERATING 1,000
    ABILITY KC
    3011 BALTIMORE AVENUE
    KANSAS CITY,MO64108     		NONE PC GENERAL OPERATING 5,000
    KU ENDOWMENT
    PO BOX 928
    LAWRENCE,KS660440928     		NONE PC GENERAL OPERATING 170,000
    CATHEDRAL OF ST PETER THE APOSTLE
    409 NORTH 15TH STREET
    KANSAS CITY,KS66102     		NONE PC GENERAL OPERATING 250
    DELLA LAMB REFUGEE RESETTLEMENT AGY
    500 WOODLAND AVENUE
    KANSAS CITY,MO64106     		NONE PC GENERAL OPERATING 5,000
    GIVING THE BASICS
    927 SOUTH 7TH STREET
    KANSAS CITY,KS66105     		NONE PC GENERAL OPERATING 2,500
    JEWISH VOCATIONAL SERVICES
    4600 THE PASEO
    KANSAS CITY,MO64110     		NONE PC GENERAL OPERATING 5,000
    PRAIRIE VILLAGE MUNICIPAL FOUNDATION
    7710 MISSION ROAD
    PRAIRIE VILLAGE,KS66208     		NONE PC GENERAL OPERATING 2,000
    SOUTHWEST BOULEVARD FAMILY HEALTH
    340 SOUTHWEST BLVD
    KANSAS CITY,MO66103     		NONE PC GENERAL OPERATING 2,500
    SPECIAL OLYMPICS KANSAS
    5280 FOXRIDGE DRIVE
    MISSION,KS66202     		NONE PC GENERAL OPERATING 1,000
    Total .................................bullet 3a 502,500
    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 ............     		    18 102,837  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 3,180  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   229,404  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    229,404
    (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:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Name of Bond End of Year Book Value End of Year Fair Market Value
    857477AL7 STATE STREET CORP 100,187 103,111
    822582AS1 SHELL INTERNATIONAL    
    166764AH3 CHEVRON CORP 99,516 102,962
    6174468C6 MORGAN STANLEY 100,098 108,374
    037833AR1 APPLE INC    
    20030NBS9 COMCAST CORP 95,191 106,621
    961214DZ3 WESTPAC BANKING CORP 100,164 103,982
    91324PCP5 UNITEDHEALTH GROUP 100,060 108,426
    07330MAA5 BRANCH BANKING TRUST 99,998 108,978
    459200HU8 IBM CORP 100,440 105,408
    9128285L0 U S TREASURY NT    
    370334CF9 GENERAL MILLS INC 99,381 107,375
    057071854 BAIRD AGGREGATE BOND 416,861 408,664
    89153VAT6 TOTAL CAPITAL INTL 102,293 104,707

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Name of Stock End of Year Book Value End of Year Fair Market Value
    00206R102 ATT INC 23,085 18,450
    037833100 APPLE INC 15,966 185,561
    06828M876 BARON EMERGING MARKE 133,707 221,051
    17275R102 CISCO SYSTEMS INC 64,682 92,520
    78462F103 SPDR S P 500 ETF 122,968 346,721
    779556109 ROWE T PRICE MID-CAP 117,375 258,069
    166764100 CHEVRON CORPORATION 17,350 21,123
    718546104 PHILLIPS 66 14,319 15,144
    G1151C101 ACCENTURE PLC CL A 5,782 29,019
    594918104 MICROSOFT CORP 29,843 196,747
    46625H100 J P MORGAN CHASE CO 41,247 89,468
    91324P102 UNITED HEALTH GROUP 34,732 67,789
    20030N101 COMCAST CORP CL A 47,033 64,573
    H1467J104 CHUBB LTD 49,022 86,023
    09247X101 BLACKROCK INC 27,186 59,511
    438516106 HONEYWELL INTERNATIO 47,759 79,234
    717081103 PFIZER INC 56,206 93,004
    921937694 VANGUARD MIDCAP VALU 157,930 213,915
    88579Y101 3M CO 60,620 53,467
    931142103 WAL MART STORES INC 48,436 75,239
    023135106 AMAZON.COM INC 79,884 160,048
    060505104 BANK OF AMERICA CORP 68,998 107,888
    56585A102 MARATHON PETROLEUM C 75,955 88,306
    882508104 TEXAS INSTRUMENTS IN 41,525 70,676
    375558103 GILEAD SCIENCES INC 38,466 40,662
    12572Q105 CME GROUP INC 71,156 84,530
    09253F408 ISHARES MSCI EAFE IN 375,000 450,284
    92826C839 VISA INC 30,562 36,841
    02079K305 ALPHABET INC CL A 54,592 144,852
    641233200 NEUBERGER BERMAN GEN 55,000 69,979
    437076102 HOME DEPOT INC 19,566 43,576
    958102105 WESTERN DIGITAL CORP 15,395 21,193
    012653101 ALBEMARLE CORP 20,429 72,469
    N53745100 LYONDELLBASELL INDUS 42,220 45,746
    002824100 ABBOTT LABORATORIES 43,389 70,370
    92343V104 VERIZON COMMUNICATIO 41,355 36,372
    031162100 AMGEN INC 27,110 32,621
    03027X100 AMERICAN TOWER CORP 53,852 73,125
    57636Q104 MASTERCARD INC 61,771 79,050
    253868103 DIGITAL REALTY TRUST 43,315 66,326
    87612E106 TARGET CORP 26,113 37,030
    92556V106 VIATRIS INC    
    57772K101 MAXIM INTEGRATED PRO    
    855244109 STARBUCKS CORP 21,268 31,582
    98419M100 XYLEM INC 38,237 66,556
    620076307 MOTOROLA SOLUTIONS I 22,460 36,680
    808513105 SCHWAB CHARLES CORP 51,550 116,058
    032654105 ANALOG DEVICES INC 40,101 71,714

    TY 2021 OtherAssetsSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    000000000 MISCELLANEOUS ENTRY 1,197 2,275 2,275


    TY 2021 OtherDecreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Amount
    ROC ADJ OF CY SALES 6,813


    TY 2021 OtherExpensesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEE/TAX 40 0   40


    TY 2021 OtherIncomeSchedule2
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 3,180 0  


    TY 2021 OtherIncreasesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Description Amount
    PAYROLL TIMING ADJ 4,828
    ROUNDING 6


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 38,220 38,220    


    TY 2021 TaxesSchedule
    Name:
    HARTLEY FAMILY FOUNDATION
    EIN:
    74-2822359
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 853 853   0
    FEDERAL ESTIMATES - PRINCIPAL 682 0   0
    FOREIGN TAXES ON NONQUALIFIED 376 376   0