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
Schwartz Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)5100 SW 10th Ave APT 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Topeka, KS66604
A Employer identification number

20-5280622
B Telephone number (see instructions)

(785) 272-5102
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$6,290,935J 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) 326,559
2 Check bullet.............
3 Interest on savings and temporary cash investments 2,254 2,254  
4 Dividends and interest from securities... 105,429 105,429  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,603,537
b Gross sales price for all assets on line 6a 2,553,448
7 Capital gain net income (from Part IV, line 2)... 1,603,537
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)....... Click to see attachment 287 287  
12 Total. Add lines 1 through 11........ 2,038,066 1,711,507  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,730 13,730    
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 44,424 44,424    
17 Interest............... 44 44    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 812 812    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 30,404 29,658    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 89,414 88,668   0
25 Contributions, gifts, grants paid....... 275,000 275,000
26 Total expenses and disbursements. Add lines 24 and 25 364,414 88,668   275,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,673,652
b Net investment income (if negative, enter -0-) 1,622,839
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............. 25,277 41,088 41,088
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,866,376 Click to see attachment3,276,747 3,276,747
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment1,356,179 Click to see attachment2,973,100 Click to see attachment2,973,100
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,247,832 6,290,935 6,290,935
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue................. 877,326 1,270,777
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)......... 877,326 1,270,777
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 3,370,506 5,020,158
29 Total net assets or fund balances (see instructions)..... 3,370,506 5,020,158
30 Total liabilities and net assets/fund balances (see instructions). 4,247,832 6,290,935
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
3,370,506
2
Enter amount from Part I, line 27a .....................
2
1,673,652
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,044,158
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
24,000
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,020,158
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 Madison Square Garden Entmt P 2017-05-11 2021-07-09
b Xerox Holdings Corp P 2020-03-17 2021-06-10
c Ishares Core US Aggregate Bond ETF, AGG P 2020-08-19 2021-03-08
d Lord Abbett Short Duration Income Cl I, LLDYX P 2021-03-08 2021-12-21
e Metropolitan West Total Return Class I, MWTIX P 2020-08-19 2021-03-08
Invesco Developing Markets R6, ODVIX P 2020-08-21 2021-12-21
IShares MSCI EAFE ETF, EFA P 2018-02-06 2021-12-21
IShares MSCI EAFE ETF EFA P 2018-03-28 2021-12-21
IShares S P 500 IVV P 2015-09-18 2021-03-08
IShares S P 500 IVV P 2018-03-28 2021-03-08
Carrier Global Corp P 2020-04-15 2021-04-12
China Gas Holdings LTD Sponsored ADR P 2020-12-16 2021-11-30
Didi Global Inc ADR Sponsored P 2021-07-02 2021-07-29
Didi Global Inc ADR Sponsored P 2021-07-06 2021-07-29
Jackson FINL Inc P 2021-09-20 2021-09-23
Jackson FINL Inc P 2021-09-20 2021-09-20
Kimberly-Clark Corp P 2020-03-23 2021-02-16
New Oriental Educatio SP ADR P 2021-05-28 2021-07-26
New Oriental Educatio SP ADR P 2021-06-04 2021-07-26
New Oriental Educatio SP ADR P 2021-06-04 2021-07-28
QORVO Inc P 2020-02-24 2021-02-09
QORVO Inc P 2020-02-25 2021-02-09
RIO TINTO PLC Sponsored ADR P 2020-02-15 2021-11-05
Sands China LTD Unsponsored ADR P 2020-12-16 2021-09-20
Tesco PLC ADR P 2020-03-13 2021-02-05
Tesco PLC ADR P 2020-03-24 2021-02-05
US Bancorp NEW P 2021-02-09 2021-07-02
Viatris Inc P 2020-12-11 2021-07-02
Vimeo Inc P 2020-08-27 2021-05-25
Eaton Corp PLC P 2020-02-24 2021-01-07
Johnson CTLS Intl PLC P 2020-02-24 2021-01-07
APTIV PLC P 2020-02-24 2021-02-09
AIA Group LTD Sponsored ADR P 2016-04-22 2021-08-02
AIA Group LTD Sponsored ADR P 2016-04-22 2021-09-08
Alibaba GRP HLDG LTD ADR Sponsored ADS P 2017-06-08 2021-07-30
Alibaba GRP HLDG LTD ADR Sponsored ADS P 2017-07-19 2021-07-30
Alphabet Inc Non Voting Cap STK CL C P 2020-02-24 2021-07-30
Amerisourcebergen Corp P 2020-03-12 2021-05-17
Applied Materials Inc P 2020-02-24 2021-06-16
Applied Materials Inc P 2020-02-24 2021-11-19
C A E INC P 2017-09-27 2021-01-15
CIGNA CORP NEW P 2020-02-24 2021-07-02
CIGNA CORP NEW P 2020-02-24 2021-09-08
Capital One Financial Corp P 2020-02-24 2021-09-08
Capital One Financial Corp P 2020-02-24 2021-11-19
Carrier Global Corp P 2020-02-24 2021-04-12
Carrier Global Corp P 2020-02-25 2021-04-12
Carrier Global Corp P 2020-03-10 2021-04-12
Carrier Global Corp P 2020-04-09 2021-04-12
Carrier Global Corp P 2020-04-15 2021-04-27
Carrier Global Corp P 2020-04-16 2021-04-27
Carrier Global Corp P 2020-04-16 2021-06-16
Carrier Global Corp P 2020-04-16 2021-07-02
Carrier Global Corp P 2020-04-16 2021-07-23
Carrier Global Corp P 2020-04-16 2021-07-29
Carrier Global Corp P 2020-04-16 2021-07-30
China Gas Holdings LTD Sponsored ADR P 2020-03-23 2021-11-30
China Gas Holdings LTD Sponsored ADR P 2020-04-17 2021-11-30
Citigroup Inc SR Unsecured CPN P 2017-07-24 2021-08-02
Humana Inc P 2020-02-24 2021-04-20
Kimberly Clark Corp P 2019-09-26 2021-02-16
Oracle Corporation P 2020-02-24 2021-09-08
Owens Corning Inc P 2020-02-24 2021-07-02
Palo Alto Networks P 2019-10-29 2021-05-28
Prudential PLC SPON ADR P 2015-07-07 2021-07-30
Quest Diagnostics Inc P 2020-02-24 2021-07-29
Quest Diagnostics Inc P 2020-02-24 2021-11-19
Quest Diagnostics Inc P 2020-02-24 2021-12-09
Quest Diagnostics Inc P 2020-02-24 2021-12-10
Raytheon Technologies Corp P 2020-02-24 2021-04-27
Raytheon Technologies Corp P 2020-02-24 2021-07-02
Raytheon Technologies Corp P 2020-02-24 2021-12-10
Sands China LTD Unsponsored ADR P 2020-06-09 2021-08-02
Sands China LTD Unsponsored ADR P 2020-06-09 2021-09-20
Symrise AG Unspon ADR P 2015-07-07 2021-01-12
Symrise AG Unspon ADR P 2515-08-19 2021-01-12
Symrise AG Unspon ADR P 2017-07-19 2021-01-12
Teamviewer AG P 2020-03-02 2021-05-12
Tencent Holdings LTD Unsp ADR P 2016-10-17 2021-07-30
Thermo Fisher Scientific Inc P 2015-08-19 2021-12-22
Thermo Fisher Scientific Inc P 2016-09-27 2021-12-22
US Treasury Notes P 2018-05-31 2021-09-01
US Treasury Notes P 2019-11-26 2021-09-01
US Treasury Notes P 2015-07-20 2021-12-30
US Treasury Notes P 2015-08-26 2021-12-30
US Treasury Notes P 2017-07-19 2021-12-30
US Treasury Notes P 2019-11-26 2021-12-30
Vesta Wind Systems Unspons ADR P 2020-06-09 2021-11-05
Wells Fargo Co NEW P 2020-02-24 2021-07-02
Wolters Kluwer N V Sponsored ADR P 2015-07-16 2021-12-22
Wolters Kluwer N V Sponsored ADR P 2015-08-19 2021-12-22
Eaton Corp PLC P 2020-02-24 2021-07-02
Ferguson PLC NEW P 2020-02-24 2021-03-09
Ferguson PLC NEW P 2020-02-24 2021-09-08
Johnson CTLS INTL PLC P 2020-02-24 2021-04-27
Johnson CTLS INTL PLC P 2020-02-24 2021-07-02
Johnson CTLS INTL PLC P 2020-03-18 2021-07-02
Dodge Cox Income, DODIX P 2020-09-10 2021-01-15
Ishares SP Midcap 400 Index Fund, IJH P 2021-01-15 2021-04-06
Lazard Global Listedinfrastructure Instl, GLIFX P 2020-09-01 2021-04-06
Lazard Global Listedinfrastructure Instl, GLIFX P 2020-09-10 2021-04-06
Lazard Global Listedinfrastructure Instl, GLIFX P 2021-01-15 2021-04-06
Lord Abbett Short Duration Income CLI, LLDYX P 2021-01-15 2021-04-06
Lord Abbett Short Duration Income CLI, LLDYX P 2021-01-15 2021-12-21
Metropolitan West Total Return Class I, MWTIX P 2020-09-10 2021-01-15
MFS Growth Fund Class R6, MFEKX P 2020-09-10 2021-01-15
Nuance Concentration Value Fund Instl, NCVLX P 2020-09-10 2021-02-23
Schwab US Large-Cap Value ETF, SCHV P 2021-02-23 2021-04-06
Vanguard IDX Fund, VTI P 2021-01-15 2021-04-06
WCM Focused Intl Growth Fund Instl, WCMIX P 2020-09-10 2021-04-06
Dodge Cox Income, DODIX P 2016-12-20 2021-01-15
Dodge Cox Income, DODIX P 2017-03-28 2021-01-15
Dodge Cox Income, DODIX P 2017-03-28 2021-01-15
Dodge Cox Income, DODIX P 2017-06-27 2021-01-15
Dodge Cox Income, DODIX P 2017-09-26 2021-01-15
Dodge Cox Income, DODIX P 2017-12-19 2021-01-15
Dodge Cox Income, DODIX P 2017-12-19 2021-01-15
Dodge Cox Income, DODIX P 2018-01-24 2021-01-15
Dodge Cox Income, DODIX P 2018-03-26 2021-01-15
Dodge Cox Income, DODIX P 2018-03-26 2021-01-15
Dodge Cox Income, DODIX P 2018-06-26 2021-01-15
Dodge Cox Income, DODIX P 2018-09-25 2021-01-15
Dodge Cox Income, DODIX P 2018-12-19 2021-01-15
Dodge Cox Income, DODIX P 2018-12-19 2021-01-15
Dodge Cox Income, DODIX P 2019-02-04 2021-01-15
Dodge Cox Income, DODIX P 2019-03-26 2021-01-15
Dodge Cox Income, DODIX P 2019-06-25 2021-01-15
Dodge Cox Income, DODIX P 2019-08-30 2021-01-15
Ishares SP 500, IVV P 2016-12-20 2021-01-06
Ishares SP 500, IVV P 2019-02-04 2021-01-06
Ishares SP 500, IVV P 2019-08-28 2021-01-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2016-12-20 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2016-12-22 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2016-12-22 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2016-12-22 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2018-12-21 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2018-12-21 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2018-12-21 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2019-03-21 2021-04-06
Lizard Global Listedinfrastructe Instl, GLIFX P 2019-06-21 2021-04-06
Metropolitan West Total Return Class I, MWTIX P 2016-12-21 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2016-12-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-01-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-02-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-03-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-04-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-05-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-06-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-07-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-08-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-09-29 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-10-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-11-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2017-12-29 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-01-24 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-01-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-02-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-03-29 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-04-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-05-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-06-29 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-07-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-08-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-09-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-10-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-11-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2018-12-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-01-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-02-04 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-02-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-03-29 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-04-30 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-05-31 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-06-28 2021-01-15
Metropolitan West Total Return Class I, MWTIX P 2019-07-31 2021-01-15
Nuance Concentrated Value Fund Instl, NCVLX P 2016-12-20 2021-01-15
Nuance Concentrated Value Fund Instl, NCVLX P 2016-12-20 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2016-12-22 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2016-12-22 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2018-12-20 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2018-12-20 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2018-12-20 2021-02-23
Nuance Concentrated Value Fund Instl, NCVLX P 2019-06-26 2021-02-23
Famous Holdings K-1 P 1990-12-01 2021-07-08
Roundation P 2020-01-01 2021-01-01
(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 2   3 -1
b 5,177   4,010 1,167
c 99,763   103,758 -3,995
d 30,000   30,361 -361
e 167,812   180,050 -12,238
41,135   40,002 1,133
11,051   10,026 1,025
8,887   7,963 924
18,570   9,533 9,037
1,161   789 372
1,113   340 773
298   675 -377
883   1,449 -566
1,795   2,316 -521
105   108 -3
20   22 -2
1,691   1,497 194
200   867 -667
38   144 -106
246   944 -698
4,559   2,597 1,962
169   98 71
2,122   2,653 -531
385   896 -511
3,128   2,723 405
1,881   1,492 389
805   668 137
324   384 -60
10   6 4
259   203 56
458   374 84
2,071   1,176 895
954   485 469
244   121 123
777   554 223
388   310 78
2,703   1,423 1,280
4,143   2,931 1,212
415   184 231
458   184 274
1,680   1,117 563
952   807 145
214   202 12
459   294 165
602   392 210
171   110 61
43   28 15
128   64 64
557   190 367
135   40 95
539   153 386
423   114 309
48   13 35
774   191 583
162   38 124
662   153 509
680   1,265 -585
850   1,489 -639
1,000   998 2
889   699 190
2,471   2,663 -192
355   211 144
98   62 36
2,936   1,799 1,137
750   957 -207
560   451 109
746   563 183
640   451 189
481   338 143
662   647 15
521   485 36
518   485 33
871   1,153 -282
481   1,109 -628
475   230 245
1,236   624 612
824   459 365
1,774   1,824 -50
915   404 511
1,297   269 1,028
649   158 491
5,034   4,917 42
1,007   1,002 5
1,003   997 6
1,003   1,000 3
2,005   2,001 4
4,010   4,002 8
2,052   1,334 718
541   558 -17
451   124 327
451   133 318
756   509 247
98   76 22
583   379 204
762   499 263
69   42 27
345   124 221
250   269 -19
267   242 25
1,041   961 80
1,144   1,058 86
2,475   2,363 112
16,772   16,812 -40
10,986   11,145 -159
648   690 -42
577   564 13
1,416   1,222 194
128   126 2
420   396 24
1,305   1,096 209
5,789   5,371 418
5   4 1
42   40 2
40   38 2
40   38 2
11   11  
39   37 2
1,978   1,887 91
18   17 1
56   52 4
57   52 5
58   53 5
16   15 1
69   63 6
5,385   4,990 395
110   103 7
109   104 5
700   698 2
7,467   4,581 2,886
2,987   2,179 808
4,107   3,189 918
1,196   1,132 64
7   6 1
28   26 2
48   44 4
12   11 1
150   133 17
174   154 20
9   8 1
10   11 -1
5,804   5,468 336
4   3 1
9   9  
9   9  
12   11 1
10   10  
11   10 1
10   10  
10   10  
11   10 1
10   9 1
11   11  
11   11  
11   11  
1,940   1,855 85
12   11 1
14   13 1
17   16 1
17   16 1
18   17 1
19   17 2
19   18 1
19   18 1
19   18 1
19   17 2
20   18 2
21   19 2
21   20 1
5,381   5,079 302
31   29 2
36   35 1
34   32 2
33   33  
33   32 1
32   32  
1,173   1,125 48
3,861   3,614 247
5   4 1
5   5  
35   28 7
252   200 52
457   363 94
36   33 3
1,950,000   413,821 1,536,179
6     6
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       -1
b       1,167
c       -3,995
d       -361
e       -12,238
      1,133
      1,025
      924
      9,037
      372
      773
      -377
      -566
      -521
      -3
      -2
      194
      -667
      -106
      -698
      1,962
      71
      -531
      -511
      405
      389
      137
      -60
      4
      56
      84
      895
      469
      123
      223
      78
      1,280
      1,212
      231
      274
      563
      145
      12
      165
      210
      61
      15
      64
      367
      95
      386
      309
      35
      583
      124
      509
      -585
      -639
      2
      190
      -192
      144
      36
      1,137
      -207
      109
      183
      189
      143
      15
      36
      33
      -282
      -628
      245
      612
      365
      -50
      511
      1,028
      491
      42
      5
      6
      3
      4
      8
      718
      -17
      327
      318
      247
      22
      204
      263
      27
      221
      -19
      25
      80
      86
      112
      -40
      -159
      -42
      13
      194
      2
      24
      209
      418
      1
      2
      2
      2
       
      2
      91
      1
      4
      5
      5
      1
      6
      395
      7
      5
      2
      2,886
      808
      918
      64
      1
      2
      4
      1
      17
      20
      1
      -1
      336
      1
       
       
      1
       
      1
       
       
      1
      1
       
       
       
      85
      1
      1
      1
      1
      1
      2
      1
      1
      1
      2
      2
      2
      1
      302
      2
      1
      2
       
      1
       
      48
      247
      1
       
      7
      52
      94
      3
      1,536,179
      6
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 1,603,537
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 -14,038
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  
3 Add lines 1 and 2........................... 3 22,557
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 22,557
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 19
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 22,576
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
 
 
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
 
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
 
 
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
 
 
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
 
 
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
     
    No
    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
     
     
    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 Click to see attachment.............
    11
    Yes
     
    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
     
     
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletAustin Wingerson Telephone no.bullet (785) 230-7429

    Located atbullet5100 SW 10th AveTopekaKS ZIP+4bullet66604
    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
    Yes
     
    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
     
    No
    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
     
    No
    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
    MindTap Consulting Steve Clinkinbeard CEO
    001.00     		6,865    
    5100 SW 10th Ave
    Topeka,KS66604
    MindTap Consulting Austin Wingerson Manager
    001.00     		6,865    
    5100 SW 10th Ave
    Topeka,KS66604
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    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 N/A 0
    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
    3,097,382
    b
    Average of monthly cash balances.......................
    1b
    19,197
    c
    Fair market value of all other assets (see instructions)................
    1c
    2,973,101
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,089,680
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    6,089,680
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    91,345
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,998,335
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    299,917
    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
    299,917
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    22,557
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    22,557
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    277,360
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    277,360
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    277,360
    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 7 277,360
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020...... 23,636
    f Total of lines 3a through e ........ 23,636
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 275,000
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 275,000
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 2,360 2,360
    (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 21,276
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		21,276
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 21,276
    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:
    Austin Wingerson
    5100 SW 10th Ave
    Topeka,KS66604
    (785) 272-5102
    austinmindtapgroup.com
    bThe form in which applications should be submitted and information and materials they should include:
    Written requests only
    cAny submission deadlines:
    11/1/2019
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    None
    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
    The Salvation Army
    1320 SE 6th St
    Topeka,KS66607     		None PC Combat poverty and homelessness 10,000
    American Red Cross
    1321 SW Topeka Blvd
    Topeka,KS66612     		None PC Disaster Relief 10,000
    Stormont-Vail Foundation
    1500 SW 10th Ave
    Topeka,KS66604     		None PC Health Care 10,000
    American Cancer Society
    1315 SW Arrowhead Rd
    Topeka,KS66604     		None PC Health Care 5,000
    Capper Foundation
    3500 SW 10th Ave
    Topeka,KS66604     		None PC Education for individuals with disabilities 15,000
    CASA of Shawnee County
    501 SE Jefferson St Suite 2002
    Topeka,KS66607     		None PC Child court advocates 5,000
    Catholic Charities of NE Kansas
    9720 W 87th Street
    Overland Park,KS66212     		None PC Community support 10,000
    Children's Mercy Hospital
    2401 Gilham Rd
    Kansas City,MO64108     		None PC Health care 25,000
    Doorstep Inc
    1119 SW 10th Ave
    Topeka,KS66604     		None PC Feed food insecure 10,000
    Friends of TPAC
    214 SE 8th Ave
    Topeka,KS66603     		None PC Music 5,000
    Grace Med Health Clinic
    1400 SW Huntoon St
    Topeka,KS66604     		None PC Health care 10,000
    Harvesters
    215 SE Quincy St
    Topeka,KS66603     		None PC Feed food insecure 15,000
    Hayden Pace Auction Fund
    401 SW Gage Blvd
    Topeka,KS66606     		None PC Education 10,000
    Junior Achievement
    6933 SW 19th Lane
    Topeka,KS66615     		None PC Education 5,000
    Kansas Children's Service League
    3545 SW 5th St
    Topeka,KS66606     		None PC Child Care 5,000
    Kansas Suicide Prevention
    211 E 8th St
    Lawrence,KS66044     		None PC Suicide prevention 10,000
    KTWU TV Studio
    1700 SW College Ave
    Topeka,KS66621     		None PC Community programming 2,500
    Kymel Inc
    3132 NE 91st Pl
    Kansas City,MO64156     		None PC Cancer recovery support 5,000
    Let's Help
    200 S Kansas Ave
    Topeka,KS66603     		None PC Feed food insecure 10,000
    Marian Dental Clinic
    3164 SE 6th St
    Topeka,KS66607     		None PC Health Care 10,000
    Mary's Choices
    551 NW Broad St
    Topeka,KS66608     		None PC Provide support to unplanned pregnant mothers 10,000
    Meals On Wheels
    2134 SW Westport Dr
    Topeka,KS66614     		None PC Feed food insecure 5,000
    Shawnee County Historical Society
    1118 SE Madison St
    Topeka,KS66607     		None PC History 5,000
    St Jude Children's Research Hospital
    131 N Santa Fe Ave
    Salina,KS67401     		None PC Health Care 10,000
    St Matthew School
    1000 SE 28th St
    Topeka,KS66605     		None PC Religion 10,000
    TARC
    2701 SW Randolph Ave
    Topeka,KS66611     		None PC Disability assistance 5,000
    Topeka Rescue Mission
    600 N Kansas Ave
    Topeka,KS66608     		None PC Feed food insecure 10,000
    Topeka Youth Project
    1801 SW Wanamaker Rd Suite H04
    Topeka,KS66604     		None PC Youth social services 5,000
    Topeka Zoo and Conservation Center
    635 SW Gege Blvd
    Topeka,KS66606     		None PC Wildlife conservation and education 5,000
    United Way of Topeka
    1527 SW Fairlawn Rd
    Topeka,KS66604     		None PC Non-profit support 15,000
    Washburn University Alumni Association
    1729 SW MacVicar Ave
    Topeka,KS66604     		None PC Education 10,000
    Angel Eyes Maternity Home
    6046 Swope Prky
    Kansas City,MO64130     		None PC Provide support to unplanned pregnant mothers -2,500
    Total .................................bullet 3a 275,000
    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 ...........     		      2,254  
    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 ............     		      1,603,537  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aTAS Oil Gas Investments     		      287  
    bRounding          
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   2,038,066  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,038,066
    (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: 21013554
    Software Version: 21.0.5.0


    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
    Schwartz Foundation
     
    Employer identification number

    20-5280622
    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
    Schwartz Foundation
          		Employer identification number
    20-5280622
    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
    Schwartz Beneficiaries Trust
    5100 SW 10th Ave
     
    Topeka, KS66604

    		$ 301,559


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Famous Holdings LLC
    5100 SW 10th Ave
     
    Topeka, KS66604

    		$ 25,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    20-5280622
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    Schwartz Foundation
          		Employer identification number

    20-5280622
    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: 21013554
    Software Version: 21.0.5.0

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Core First 266300 Managed Funds FMV 919,527 919,527
    Mariner Managed Funds FMV 923,192 923,192
    Wells Fargo 2337 Managed Funds FMV 326,119 326,119
    Wells Fargo 5888 Managed Funds FMV 576,911 576,911
    Mariner - TAS IRA FMV 94,841 94,841
    American Funds FMV 436,155 436,155
    Rounding FMV 2 2

    TY 2021 OtherAssetsSchedule
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Schwartz Beneficiaries Receivable 12,875 12,875 12,875
    TAS - Oil Gas 689 689 689
    Investment in Schwartz Beneficiaries Trust 48,956 70,515 70,515
    Investment in Famous Holdings 1,293,659 2,889,021 2,889,021


    TY 2021 OtherDecreasesSchedule
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Amount
    Reversal of distributions to FH 99 owners booked in prior year as payment of debt 24,000


    TY 2021 OtherExpensesSchedule
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Unrelated business income loss 29,658 29,658    
    Income taxes 746      


    TY 2021 OtherIncomeSchedule2
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    TAS Oil and Gas 287 287  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment advisors fees 44,424 44,424    


    TY 2021 TaxesSchedule
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign Taxes 812 812    


    TY 2021 TransfersFrmControlledEntities
    Name:
    Schwartz Foundation
    EIN:
    20-5280622
    Software ID:
    21013554
    Software Version:
    21.0.5.0
    Name US /
    Foreign Address    		 EIN Description Amount
    Famous Holdings LLC 5100 SW 10th Ave
    Topeka,KS66604     		48-1249185 None 0
    Total