Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
IKE NIZAM FOUNDATION INC
% LAURIE FELLER
Number and street (or P.O. box number if mail is not delivered to street address)2425 SOUTH 21ST STREET
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PHOENIX, AZ85034
A Employer identification number

82-3743492
B Telephone number (see instructions)

(602) 267-1111
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$10,361,401
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 5,122,275
2 Check bullet.............
3 Interest on savings and temporary cash investments 32 32  
4 Dividends and interest from securities... 72,513 72,513  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 148,426
b Gross sales price for all assets on line 6a 577,897
7 Capital gain net income (from Part IV, line 2)... 148,426
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 578 578  
12 Total. Add lines 1 through 11........ 5,343,824 221,549  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,500 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 4,038 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 840 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 235 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 51,613 0   0
25 Contributions, gifts, grants paid....... 151,321 151,321
26 Total expenses and disbursements. Add lines 24 and 25 202,934 0   151,321
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 5,140,890
b Net investment income (if negative, enter -0-) 221,549
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,866,624 4,832,882 4,832,882
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,592,176 Click to see attachment1,732,780 3,164,420
c Investments—corporate bonds (attach schedule)....... 619 Click to see attachment2,325,210 2,364,099
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,459,419 8,890,872 10,361,401
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 290,563
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,459,419 8,600,309
29 Total net assets or fund balances (see instructions)..... 3,459,419 8,890,872
30 Total liabilities and net assets/fund balances (see instructions). 3,459,419 8,890,872
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
3,459,419
2
Enter amount from Part I, line 27a .....................
2
5,140,890
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
290,563
4
Add lines 1, 2, and 3 ..........................
4
8,890,872
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,890,872
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 CHARLES SCHWAB # 1720-9750 #700 OF CWH   2020-08-14 2021-04-12
b CHARLES SCHWAB # 1720-9750 #1600 OF JCI   2017-12-31 2021-04-13
c CHARLES SCHWAB # 1720-9750 #2827 OF MIPTX   2021-04-13 2021-08-04
d CHARLES SCHWAB # 1720-9750 #1897 OF NVT   2018-05-01 2021-04-13
e CHARLES SCHWAB # 1720-9750 #1000 OF OXY   2017-12-31 2021-04-13
CHARLES SCHWAB # 1720-9750 #125 OF OXYWS   2020-07-02 2021-04-13
CHARLES SCHWAB # 1720-9750 #375 OF TEL   2002-02-01 2021-04-13
CHARLES SCHWAB # 1720-9750 #200 OF BYND   2020-03-06 2021-04-13
CHARLES SCHWAB # 1720-9750 #700 OF DOW   2020-03-18 2021-04-13
CHARLES SCHWAB # 1720-9750 #160 OF FB   2012-05-21 2021-04-13
CHARLES SCHWAB # 1720-9750 #2000 OF GE   2018-10-11 2021-04-13
CHARLES SCHWAB # 1720-9750 #800 OF NVEE   2019-11-07 2021-04-13
CHARLES SCHWAB # 1720-9750 #10 OF WAB   2019-02-26 2021-04-13
(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 27,391   23,254 4,137
b 98,065   60,976 37,089
c 100,409   100,015 394
d 53,460   66,983 0
e 24,350   73,660 0
1,311   619 692
49,001   35,640 13,361
26,783   18,600 8,183
44,283   17,500 26,783
49,993   5,419 44,574
26,880   25,906 974
75,179   62,952 12,227
792   780 12
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       4,137
b       37,089
c       394
d       0
e       0
      692
      13,361
      8,183
      26,783
      44,574
      974
      12,227
      12
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 2 148,426
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 3,080
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,080
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 800
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 800
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,284
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    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 ofbulletLAURIE FELLER Telephone no.bullet (602) 267-1111

    Located atbullet2425 SOUTH 21ST STREETPHOENIXAZ ZIP+4bullet85034
    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
    LAURIE FELLER PRESIDENT / DIRECTOR
    2.00
    46,500 0 0
    11166 SPENCER COURT
    MOUNTAIN VIEW,CA94040
    AMIR NIZAM VICE PRESIDENT/ DIRECTOR
    0.10
    0 0 0
    4549 E CALLE TUBERIA
    PHOENIX,AZ85018
    RIAD NIZAM TREASURER/DIRECTOR
    0.10
    0 0 0
    6202 E CALLE ROSA
    SCOTTSDALE,AZ85251
    SAM NIZAM SECRETARY/DIRECTOR
    0.10
    0 0 0
    291 CLIFF VALLEY DR
    LAS VEGAS,NV89148
    BASEL NIZAM DIRECTOR
    0.10
    0 0 0
    15 CHATELAINE
    NEWPORT COAST,CA92657
    JAMIL NIZAM DIRECTOR
    0.10
    0 0 0
    10120 S EASTERN AVE SUITE 227
    HENDERSON,NV89052
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,481,719
    b
    Average of monthly cash balances.......................
    1b
    933,998
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,415,717
    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
    5,415,717
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    81,236
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,334,481
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    266,724
    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
    266,724
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,080
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,080
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    263,644
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    263,644
    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
    263,644
    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 7 263,644
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 119,138
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 151,321
    a Applied to 2020, but not more than line 2a 119,138
    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..... 32,183
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........
    231,461
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    LAURIE FELLER
    2425 S 21ST STREET
    PHOENIX,AZ85034
    (000) 000-0000
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER EXPLAINING REASON FOR REQUEST AND VERIFICATION OF CHARITABLE STATUS, ETC.
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    1N10
    1101 N CENTRAL AVE
    PHOENIX,AZ85004
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 195
    1N10
    1101 N CENTRAL AVE
    PHOENIX,AZ85004
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    A NEW WAY OF LIFE
    9512 S CENTRAL AVE
    LOS ANGELES,CA90002
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500
    AFRICAN-AMERICAN RESOURCE CENTER AT BOOKER
    1005 S COURT ST
    ROCKFORD,IL61102
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000
    AGAINST MALARIA
    310 W 20TH ST STE 300
    KANSAS CITY,MO64108
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 4,000
    ALS ASSOCIATION
    1919 UNIVERSITY AVE W 175
    ST PAUL,MN55104
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    ALZHEIMER ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500
    ALZHEIMER
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 600
    AMERICAN HEART ASSOCIATION
    7272 GREENVILLE AVE
    DALLAS,TX75231
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    ANTIOCHIAN HOUSE OF STUDIES
    1020 BASELINE RD
    LA VERNE,CA91750
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 260
    ARIZONA HELPING HANDS
    3110 EAST THUNDERBIRD ROAD
    PHOENIX,AZ85032
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000
    BARROW NEUROLOGICAL INSTITUTE
    350 W THOMAS RD
    PHOENIX,AZ85013
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 206
    BIG BROTHER BIG SISTERS OF MIAMI
    550 NORTHWEST 42NDAVENUE
    MIAMI,FL33126
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    CALIFORNIA FIRE FOUNDATION
    1780 CREEKSIDE OAKS DRIVE
    SACRAMENTO,CA95833
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    CAMP KOREY
    24880 BROTHERHOOD ROAD BLDG A
    MOUNT VERNON,WA98274
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000
    CARMLELINA VALDEZ
    3435 CONOVER DR
    ROCKFORD,IL61114
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    CARMLELINA VALDEZ
    3435 CONOVER DR
    ROCKFORD,IL61114
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    CITY OF HOPE
    43 BROAD STREET SUITE C300
    HUDSON,MA01749
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    CROSSROADS SCHOOL
    122 EAST 42ND STREET
    NEW YORK,NY10168
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 11,000
    DOMINICO-AMERICAN SOCIETY OF QUEENS
    40-27 97TH STREET 1ST FLOOR
    CORONA,NY10018
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 10,000
    DONORS CHOOSE
    134 WEST 37 ST 11 FL
    NEW YORK,NY10018
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,001
    DRESS FOR SUCCESS
    1643 SAVANNAH HIGHWAY UNIT B 231
    CHARLESTON,SC29407
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    FEEDING SOUTH FLORIDA
    2501 SW 32 TERRACE
    PEMBROKE PARK,FL33023
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    FRIENDS OF MOUND WESTONKA HIGH SCHOOL
    5905 SUNNYFIELD ROAD E
    MINNETRISTA,MN55364
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 200
    GIFT OF LIFE MARROW REGISTRY
    5901 BROKEN SOUND PKWY NW STE 600
    BOCA RATON,FL33487
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000
    GIVELIFY LLC
    47 S PENNSYLVANIA ST STE 902
    INDIANAPOLIS,IN46204
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    GIVEWELL
    1714 FRANKLIN STREET 100335
    OAKLAND,CA94612
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000
    HEYSIL BAEZ
    118 SOLOMON AVE
    INWOOD,NY11096
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    HEYSIL BAEZ
    118 SOLOMON AVE
    INWOOD,OR11096
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVENUE
    NW WASHINGTON DC,DC20036
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 320
    HUNGER TASK FORCE
    201 SOUTH HAWLEY COURT
    MILWAUKEE,IL61102
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 200
    HUNGER TASK FORCE
    201 SOUTH HAWLEY COURT
    MILWAUKEE,WI53214
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 200
    KINNIKINNICK PARENT TEACHER ORGANIZATION
    5410 PINE LANE
    ROSCOE,IL61073
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    KITCHEN ON THE STREET
    2650 E MOHAWK LANE SUITE 168
    PHOENIX,AZ85050
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500
    MICHAEL ASPIRAS
    10571 E PALOMINO RD
    SCOTTSDALE,AZ38105
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    MICHAEL ASPIRAS
    10571 E PALOMINO RD
    SCOTTSDALE,AZ85258
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    MICROBIOME RESEARCH FOUNDATION
    1845 KNOLL DR
    VENTURA,CA93003
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000
    NATIONAL BREAST CANCER FOUNDATION
    7460 WARREN PKWY STE 150
    FRISCO,TX90089
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    NORTH VALLEY FOOD BANK
    251 FLATHEAD AVENUE
    WHITEFISH,MT94040
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    OUTRIGHT ACTION INTERNATIONAL
    PO BOX 3220
    ASTORIA,NY10004
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 211
    PFLAG (PARENTS FAMILIES AND FRIENDS OF LESBIANS AND GAYS)
    1625 K STREET NW SUITE 700
    WASHINGTON,DC90210
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    PHOENIX CHILDREN'S HOSPITAL FOUNDATION
    2929 E CAMELBACK ROAD
    PHOENIX,AZ85016
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    PHOENIX CHILDREN'S HOSPITAL FOUNDATION
    2929 E CAMELBACK ROAD
    PHOENIX,AZ85016
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,000
    PHOENIX CHILDREN'S HOSPITAL FOUNDATION
    2929 E CAMELBACK ROAD
    PHOENIX,AZ85016
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 1,250
    PLEDGELING FOUNDATION
    2100 ABBOT KINNEY BLVD SUITE E
    VENICE,CA90291
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 100
    SECOND HARVEST HEARTALAND
    7101 WINNETKA AVE N
    BROOKLYN PARK,MN55428
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    ST JUDE
    262 DANNY THOMAS PLACE
    MEMPHIS,MN55303
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    ST JUDE
    262 DANNY THOMAS PLACE
    MEMPHIS,TN61101
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    STEPHEN SILLER TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,FL10306
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    TUALATIN FOOD PANTRY
    PO BOX 248
    TUALATIN,OR97062
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,500
    TYLER BUECHS
    10417 W ROGERS ST
    WEST ALLIS,WI53227
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    TYLER BUECHS
    10417 W ROGERS ST
    WEST ALLIS,WI53227
    N/A I TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 3,500
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 20,000
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 20,000
    USA TRIATHLON FOUNDATION
    5825 DELMONICO DRIVE SUITE 200
    COLORADO SPRINGS,CO80919
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 400
    VEAP (VOLUNTEERS ENLISTED TO ASSIST PEOPLE)
    9600 ALDRICH AVENUE SOUTH
    BLOOMINGTON,MN85016
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    WHISPERING HOPE RANCH FOUNDATION
    PO BOX 54070
    PHOENIX,AZ55303
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 2,000
    WILD PAWS MIDWEST ANIMAL SANCTUARY
    PO BOX 1027
    ANOKA,MN55303
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 500
    WILD PAWS MIDWEST ANIMAL SANCTUARY
    PO BOX 1027
    ANOKA,MN55303
    N/A PC TO PROMOTE AND SUPPORT FUNCTION AS PUBLIC CHARITIES AND/OR EXEMPT OPERATING FOUNDATIONS 428
    Total .................................bullet 3a 151,321
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
            32
    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 ............
            148,426
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 221,549
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    221,549
    (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.)
    3 INTEREST INCOME RECEIVED FROM DONATED SECURITIES, TO FUND FOUNDATION'S
    3 PURPOSE OF PROMOTING AND SUPPORTING CHARITABLE ORGANIZATIONS
    4 DIVIDEND INCOME RECEIVED FROM DONATED SECURITIES, TO FUND FOUNDATION'S
    4 PURPOSE OF PROMOTING AND SUPPORTING CHARITABLE ORGANIZATIONS
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    IKE NIZAM FOUNDATION INC
    % LAURIE FELLER
    Employer identification number

    82-3743492
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    IKE NIZAM FOUNDATION INC
    % LAURIE FELLER
    Employer identification number
    82-3743492
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MASTER ELECTRONICS
     
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 3,490,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    WALDOM ELECTRONICS
     
    1801 MORGAN ST
     
    ROCKFORD, IL61102

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    CONCORD ELECTRONICS
     
    33-00 47TH AVE 1A
     
    LONG ISLAND CITY, NY11101

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    4
    IHSAN NIZAM
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 72,788


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    5
    WALDOM ELECTRONICS
     
    1801 MORGAN ST
     
    ROCKFORD, IL61102

    $ 990,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    6
    CONCORD ELECTRONICS
     
    33-00 47TH AVE 1A
     
    LONG ISLAND CITY, NY11101

    $ 80,000


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    IKE NIZAM FOUNDATION INC
    % LAURIE FELLER
    Employer identification number
    82-3743492
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    7
    MASTER ELECTRONICS
     
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 10,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    8
    IHSAN NIZAM
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 86,625


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    9
    IHSAN NIZAM
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 103,800


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    10
    IHSAN NIZAM
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 135,630


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    11
    IHSAN NIZAM
    1220 OLYMPIC BLVD
     
    SANTA MONICA, CA90404

    $ 133,432


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

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    IKE NIZAM FOUNDATION INC
    % LAURIE FELLER
    Employer identification number

    82-3743492
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    4
    PUBLICLY TRADED SEC, #3100 OF VERI ON 12/27/2021 $ 72,788 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    8
    PUBLICLY TRADED SEC, #4500 OF RRC ON 12/27/2021 $ 86,625 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    9
    PUBLICLY TRADED SEC, #5000 OF PACB ON 12/27/2021 $ 103,800 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    10
    PUBLICLY TRADED SEC, #3000 OF MGM ON 12/27/2021 $ 135,630 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    11
    PUBLICLY TRADED SEC, #800 OF AMG ON 12/27/2021 $ 133,432 2021-12-27
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    IKE NIZAM FOUNDATION INC
    % LAURIE FELLER
    Employer identification number

    82-3743492
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL FEES 4,038 0   0

    TY 2021 GeneralExplanationAttachment
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Identifier Return Reference Explanation
      IKE NIZAM FOUNDATION, INC.- FORM 990-PF - PART XIV SUPPLEMENTARY INFORMATION TO DATE, THE IKE NIZAM FOUNDATION, INC. HAS OPERATED IN CONFORMANCE WITH THE ADVANCE APPROVAL OF ITS EMPLOYER-RELATED SCHOLARSHIP GRANT PROCEDURES LETTER DATED JULY 30, 2020, A COPY OF WHICH IS ENCLOSED.BEGINNING IN 2023, THE IKE NIZAM FOUNDATION, INC. WILL EXPAND ITS SCHOLARSHIP PROGRAM TO INCLUDE QUALIFIED CHILDREN AND GRANDCHILDREN OF EMPLOYEES OF MASTER INTERNATIONAL CORPORATION AND OF WALDOM ELECTRONICS CORPORATION. CONCORD ELECTRONICS INC. SOLD ALL OF ITS ASSETS DURING 2022. CONSEQUENTLY, CONCORD ELECTRONICS, INC.WILL NOT HAVE EMPLOYEES IN 2023 SUCH THAT CONCORD ELECTRONICS, INC.WILL NO LONGER PARTIICIPATE IN THE SCHOLARSHIP PROGRAM, EFFECTIVE 2023.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Name of Bond End of Year Book Value End of Year Fair Market Value
    DODIX QTY 21082 300,015 296,416
    PIMIX QTY 12469 150,015 148,878
    VFSUX - QTY 18265 200,015 196,712
    APDYX - QTY 4655 125,015 102,840
    CSRIX - QTY 5990 300,030 354,469
    CPXIX - QTY 13957 200,015 196,930
    DEMSX - QTY 3978 100,015 99,284
    HLMEX - QTY 7663 200,015 188,199
    OANIX - QTY 1725 50,015 48,378
    TRGLX - QTY 2487 175,015 158,191
    VIMAX - QTY 1237 350,015 390,186
    VSMAX - QTY 1196 125,015 129,617
    WCMIX - QTY 1951 50,015 53,999

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMZN - QTY 115 195,867 383,449
    BAC - QTY 3,900 70,159 173,511
    FB - QTY 840 28,451 282,534
    ILMN - QTY 600 7,723 228,264
    JCI - QTY 2411 91,883 196,038
    MDT - QTY 2,000 151,337 206,900
    PNR - QTY 1,897 66,983 138,538
    TEL - QTY 875 83,160 141,173
    DOCU - QTY 800 44,301 121,848
    SPY - QTY 250 72,421 118,740
    AAPL - QTY 400 25,155 71,028
    GBX - QTY 5,000 186,550 229,450
    PTON - QTY 800 20,200 28,608
    PRU - QTY 750 31,360 81,180
    UCTT - QTY 2,800 88,620 160,608
    MSFT - QTY 250 36,335 84,080
    AMG - QTY 800 133,432 131,608
    MGM - QTY 3000 135,630 134,640
    PACB - QTY 5000 103,800 102,300
    RRC - QTY 4500 86,625 80,235
    VERI - QTY 3100 72,788 69,688

    TY 2021 OtherExpensesSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC SUPPLIES 235 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FOREIGN TAX WITHHELD 578 578 578


    TY 2021 OtherIncreasesSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Description Amount
    ASSETS AND UNRESTRICTED FUNDS 290,563


    TY 2021 TaxesSchedule
    Name:
    IKE NIZAM FOUNDATION INC
     
    % LAURIE FELLER
    EIN:
    82-3743492
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IRS 840 0   0