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
THE 6-18 FOUNDATION FOR HOPE
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 18884
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ANAHEIM, CA92817
A Employer identification number

46-3807609
B Telephone number (see instructions)

(657) 291-1170
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$4,509,614
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) 188,823
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1 1
4 Dividends and interest from securities... 79,916 79,916 79,916
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 130,098
b Gross sales price for all assets on line 6a 1,245,293
7 Capital gain net income (from Part IV, line 2)... 130,098
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 398,838 210,015 79,917
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,827 0 0 1,827
c Other professional fees (attach schedule).... 14,950 14,950 0 0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,368 1,368 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 254 0 0 254
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 18,399 16,318 0 2,081
25 Contributions, gifts, grants paid....... 160,000 160,000
26 Total expenses and disbursements. Add lines 24 and 25 178,399 16,318 0 162,081
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 220,439
b Net investment income (if negative, enter -0-) 193,697
c Adjusted net income (if negative, enter -0-)... 79,917
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............. 260,523 97,675 97,675
2 Savings and temporary cash investments......... 62,658 75,709 75,709
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)....... 1,862,241 Click to see attachment2,295,402 3,482,960
c Investments—corporate bonds (attach schedule)....... 1,026,882 Click to see attachment820,082 853,270
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 17,113 0 0
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) 3,229,417 3,288,868 4,509,614
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 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 3,229,417 3,288,868
29 Total net assets or fund balances (see instructions)..... 3,229,417 3,288,868
30 Total liabilities and net assets/fund balances (see instructions). 3,229,417 3,288,868
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,229,417
2
Enter amount from Part I, line 27a .....................
2
220,439
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,449,856
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
160,988
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,288,868
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a 0.6 SHARES OF ORGANON & CO P 2014-01-14 2021-10-19
b 2.4 SHARES OF ORGANON & CO P 2014-01-27 2021-10-19
c 6.299 SHARES OF VIATRIS INC P 2014-01-27 2021-10-19
d 1 SHARES OF ORGANON & CO P 2015-02-12 2021-10-19
e 1.7 SHARES OF ORGANON & CO P 2015-05-21 2021-10-19
8.398 SHARES OF VIATRIS INC P 2015-05-21 2021-10-19
2.223 SHARES OF VIATRIS INC P 2016-05-25 2021-10-19
1.9 SHARES OF ORGANON & CO P 2016-06-10 2021-10-19
3.705 SHARES OF VIATRIS INC P 2016-06-10 2021-10-19
9 SHARES OF MID-AMERICA APARTMENT COMM P 2017-06-15 2021-10-19
28 SHARES OF MID-AMERICA APARTMENT COMM P 2017-06-15 2021-10-19
8 SHARES OF MID-AMERICA APARTMENT COMM P 2017-07-27 2021-10-19
7 SHARES OF MID-AMERICA APARTMENT COMM P 2017-07-28 2021-10-19
9 SHARES OF MID-AMERICA APARTMENT COMM P 2017-09-29 2021-10-19
11 SHARES OF CROWN CASTLE INTL CORP P 2017-10-04 2021-10-19
7 SHARES OF CROWN CASTLE INTL CORP P 2017-10-05 2021-10-19
19 SHARES OF CROWN CASTLE INTL CORP P 2017-10-23 2021-10-19
11 SHARES OF CROWN CASTLE INTL CORP P 2017-11-21 2021-10-19
10.375 SHARES OF VIATRIS INC P 2018-01-16 2021-10-19
4.4 SHARES OF ORGANON & CO P 2018-01-18 2021-10-19
20 SHARES OF CROWN CASTLE INTL CORP P 2018-02-22 2021-10-19
31 SHARES OF SUN COMMUNITIES INC P 2018-04-05 2021-10-19
8 SHARES OF MID-AMERICA APARTMENT COMM P 2018-04-05 2021-10-19
59 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-11 2021-05-11
328.775 SHARES OF OAKMARK INTERNATIONAL-INST P 2018-05-11 2021-01-29
108.652 SHARES OF FIDELITY INTL INDX-INST PRM P 2018-05-11 2021-03-25
56 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-14 2021-05-11
472.692 SHARES OF OAKMARK INTERNATIONAL-INST P 2018-05-14 2021-01-29
766.615 SHARES OF FIDELITY INTL INDX-INST PRM P 2018-05-14 2021-03-25
515.855 SHARES OF OAKMARK INTERNATIONAL-R6 P 2018-05-15 2021-07-14
92 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-15 2021-06-24
658.412 SHARES OF OAKMARK INTERNATIONAL-R6 P 2018-05-16 2021-07-14
60 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-16 2021-05-11
8 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-16 2021-06-24
10 SHARES OF VANGUARD MID-CAP ETF P 2018-05-16 2021-05-05
15 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2018-05-16 2021-05-11
265.561 SHARES OF OAKMARK INTERNATIONAL-INST P 2018-05-17 2021-01-29
43 SHARES OF VANGUARD MID-CAP ETF P 2018-05-17 2021-05-05
285.652 SHARES OF OAKMARK INTERNATIONAL-R6 P 2018-05-17 2021-07-14
840 SHARES OF VANECK GOLD MINERS P 2018-12-20 2021-03-03
1 SHARES OF INVESCO QQQ TRUST SERIES 1 P 2019-07-15 2021-05-05
196 SHARES OF ISHARES MSCI ALL COUNTRY ASI P 2019-07-22 2021-06-24
409 SHARES OF VANGUARD FINANCIALS ETF P 2019-07-26 2021-07-14
330 SHARES OF HEALTH CARE SELECT SECTOR P 2020-01-10 2021-02-23
326.492 SHARES OF OAKMARK INTERNATIONAL-R6 P 2020-01-10 2021-07-14
13 SHARES OF HEALTH CARE SELECT SECTOR P 2020-01-10 2021-05-05
1584.81 SHARES OF VANGUARD TOT BD MKT IDX-ADM P 2020-01-27 2021-12-09
227.857 SHARES OF OAKMARK INTERNATIONAL-R6 P 2020-02-24 2021-07-14
27.559 SHARES OF VANGUARD TOT BD MKT IDX-ADM P 2020-02-24 2021-11-03
52 SHARES OF HEALTH CARE SELECT SECTOR P 2020-02-24 2021-05-05
357.171 SHARES OF VANGUARD TOT BD MKT IDX-ADM P 2020-02-24 2021-12-09
161.403 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-03-04 2021-05-05
105.326 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-03-04 2021-12-09
24 SHARES OF INVESCO QQQ TRUST SERIES 1 P 2020-03-26 2021-05-05
28.876 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-04-09 2021-12-09
3540.163 SHARES OF PIMCO INV GRD CRD BND-INST P 2020-04-24 2021-04-08
2062.923 SHARES OF PIMCO INV GRD CRD BND-INST P 2020-05-14 2021-04-08
227.468 SHARES OF EDGEWOOD GROWTH FUND-INST P 2020-07-09 2021-05-05
69.223 SHARES OF EDGEWOOD GROWTH FUND-INST P 2020-07-09 2021-12-17
172 SHARES OF VANECK GOLD MINERS P 2020-07-09 2021-03-03
238 SHARES OF VANECK GOLD MINERS P 2020-07-09 2021-02-12
1829.678 SHARES OF CAUSEWAY INTERNATL VAL-INST P 2020-08-10 2021-01-29
542.087 SHARES OF CAUSEWAY INTERNATL VAL-INST P 2020-08-28 2021-01-29
842 SHARES OF ISHARES MSCI BRAZIL ETF P 2020-08-28 2021-03-03
50.975 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-08-28 2021-02-23
1680.368 SHARES OF PIMCO INV GRD CRD BND-INST P 2020-08-28 2021-04-08
10.67 SHARES OF JPM MANAGED INCOME FD - USD - L FUND P 2020-09-02 2021-05-05
12214.731 SHARES OF JPM MANAGED INCOME FD - USD - L FUND P 2020-09-02 2021-03-19
262.613 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-09-02 2021-10-19
9959.42 SHARES OF JPM MANAGED INCOME FD - USD - L FUND P 2020-09-02 2021-05-05
1.993 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-09-02 2021-10-19
9.486 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-09-02 2021-10-19
5.163 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-09-02 2021-10-19
251.023 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-09-18 2021-05-05
2989.52 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-09-18 2021-10-19
58 SHARES OF HEALTH CARE SELECT SECTOR P 2020-09-18 2021-02-23
217.977 SHARES OF FIDELITY 500 INDEX-INST PRM P 2020-09-18 2021-02-23
13.477 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-10-01 2021-10-19
14.647 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-11-02 2021-10-19
1948.843 SHARES OF DOUBLELINE TTL RTRN BND-R6 P 2020-11-10 2021-05-11
13.244 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-12-01 2021-10-19
6.875 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-12-14 2021-10-19
0.051 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2020-12-14 2021-10-19
96 SHARES OF SCHWAB U.S. TIPS ETF P 2020-12-28 2021-05-05
1916.819 SHARES OF VANGUARD TOT BD MKT IDX-ADM P 2020-12-28 2021-11-03
13.275 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-01-04 2021-10-19
12.429 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-02-01 2021-10-19
175 SHARES OF VANGUARD FINANCIALS ETF P 2021-02-12 2021-05-05
6 SHARES OF VANGUARD FINANCIALS ETF P 2021-02-12 2021-07-14
130 SHARES OF INDUSTRIAL SELECT SECT SPDR P 2021-02-23 2021-05-05
192 SHARES OF INDUSTRIAL SELECT SECT SPDR P 2021-02-23 2021-09-16
175 SHARES OF INDUSTRIAL SELECT SECT SPDR P 2021-02-23 2021-09-16
121 SHARES OF ISHARES MSCI JAPAN ETF P 2021-03-03 2021-06-02
41 SHARES OF ISHARES MSCI JAPAN ETF P 2021-03-03 2021-06-02
2 SHARES OF ESSEX PROPERTY TRUST INC P 2021-03-23 2021-04-27
1 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-05-06
1 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-05-06
1 SHARES OF CBRE GROUP INC - A P 2021-03-23 2021-05-10
3 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-04-30
3 SHARES OF VENTAS INC P 2021-03-23 2021-04-19
2 SHARES OF AMERICOLD REALTY TRUST P 2021-03-23 2021-04-21
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-05-06
5 SHARES OF CYRUSONE INC P 2021-03-23 2021-12-09
1 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-17
2 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-23
2 SHARES OF VENTAS INC P 2021-03-23 2021-04-22
3 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-04-30
1 SHARES OF WELLTOWER INC P 2021-03-23 2021-04-19
3 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-17
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-05-04
2 SHARES OF AMERICOLD REALTY TRUST P 2021-03-23 2021-04-20
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-28
4 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-07-08
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-05-06
1 SHARES OF VENTAS INC P 2021-03-23 2021-04-19
4 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-14
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-12
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-03-23 2021-07-08
1 SHARES OF MID-AMERICA APARTMENT COMM P 2021-03-23 2021-05-24
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-03-23 2021-07-08
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-13
1 SHARES OF WELLTOWER INC P 2021-03-23 2021-04-23
1 SHARES OF VENTAS INC P 2021-03-23 2021-04-20
1 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-20
1 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-23
3 SHARES OF CAESARS ENTERTAINMENT INC P 2021-03-23 2021-05-05
1 SHARES OF MID-AMERICA APARTMENT COMM P 2021-03-23 2021-05-18
1 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-04-19
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-29
5 SHARES OF EXTRA SPACE STORAGE INC P 2021-03-23 2021-09-10
1 SHARES OF QTS REALTY TRUST INC-CL A P 2021-03-23 2021-06-24
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-03-23 2021-07-09
6 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-23
18 SHARES OF CYRUSONE INC P 2021-03-23 2021-12-14
3 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-04-19
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-15
2 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-05-07
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-27
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-14
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-13
2 SHARES OF SUN COMMUNITIES INC P 2021-03-23 2021-10-13
2 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-11
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-05-05
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-24
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-04-27
2 SHARES OF WEYERHAEUSER CO P 2021-03-23 2021-04-20
4 SHARES OF VENTAS INC P 2021-03-23 2021-04-21
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-13
32 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-01
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-13
1 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-14
2 SHARES OF CYRUSONE INC P 2021-03-23 2021-12-10
2 SHARES OF CYRUSONE INC P 2021-03-23 2021-11-24
1 SHARES OF WELLTOWER INC P 2021-03-23 2021-04-20
3 SHARES OF VENTAS INC P 2021-03-23 2021-04-20
5 SHARES OF VENTAS INC P 2021-03-23 2021-04-27
1 SHARES OF SUN COMMUNITIES INC P 2021-03-23 2021-10-14
1 SHARES OF WELLTOWER INC P 2021-03-23 2021-04-26
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-30
6 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-19
5 SHARES OF CBRE GROUP INC - A P 2021-03-23 2021-05-06
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-28
4 SHARES OF AMERICOLD REALTY TRUST P 2021-03-23 2021-04-20
2 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-13
2 SHARES OF WELLTOWER INC P 2021-03-23 2021-04-22
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-10-04
2 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-05-05
2 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-13
2 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-05-05
2 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-07-08
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-03-23 2021-04-20
3 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-04-28
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-14
4 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-14
6 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-12
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-10-04
5 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-14
2 SHARES OF CAESARS ENTERTAINMENT INC P 2021-03-23 2021-10-06
8 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-06
7 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-14
1 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-01
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-07
4 SHARES OF QTS REALTY TRUST INC-CL A P 2021-03-23 2021-06-24
7 SHARES OF QTS REALTY TRUST INC-CL A P 2021-03-23 2021-06-25
2 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-16
4 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-10
3 SHARES OF CYRUSONE INC P 2021-03-23 2021-12-10
6 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-13
4 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-10-01
5 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-10
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-07-12
2 SHARES OF CBRE GROUP INC - A P 2021-03-23 2021-05-07
3 SHARES OF MID-AMERICA APARTMENT COMM P 2021-03-23 2021-05-05
1 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-13
10 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-08-20
2 SHARES OF MID-AMERICA APARTMENT COMM P 2021-03-23 2021-05-24
2 SHARES OF MID-AMERICA APARTMENT COMM P 2021-03-23 2021-05-25
2 SHARES OF HEALTHCARE TRUST OF AME-CL A P 2021-03-23 2021-04-26
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-03-23 2021-09-24
8 SHARES OF HEALTHCARE TRUST OF AME-CL A P 2021-03-23 2021-06-22
7 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-15
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-10-01
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-03-23 2021-09-13
10 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-04-30
1 SHARES OF HEALTHCARE TRUST OF AME-CL A P 2021-03-23 2021-04-27
2 SHARES OF SUN COMMUNITIES INC P 2021-03-23 2021-10-12
6 SHARES OF VICI PROPERTIES INC P 2021-03-23 2021-07-07
3 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-01
5 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-05-14
12 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-04-23
1 SHARES OF HEALTHCARE TRUST OF AME-CL A P 2021-03-23 2021-04-28
14 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-13
2 SHARES OF CROWN CASTLE INTL CORP P 2021-03-23 2021-04-15
15 SHARES OF INVITATION HOMES INC P 2021-03-23 2021-04-01
4 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-15
6 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-14
6 SHARES OF VENTAS INC P 2021-03-23 2021-08-11
7 SHARES OF CYRUSONE INC P 2021-03-23 2021-12-09
6 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-03-23 2021-09-16
99 SHARES OF VANGUARD FTSE EUROPE ETF P 2021-03-25 2021-05-05
9 SHARES OF QTS REALTY TRUST INC-CL A P 2021-04-01 2021-06-07
12 SHARES OF SCHWAB U.S. TIPS ETF P 2021-04-08 2021-05-05
2 SHARES OF AMERICAN TOWER CORP P 2021-04-26 2021-09-10
1 SHARES OF QTS REALTY TRUST INC-CL A P 2021-04-28 2021-06-24
2 SHARES OF CYRUSONE INC P 2021-05-06 2021-11-24
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-27
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-16
3 SHARES OF QTS REALTY TRUST INC-CL A P 2021-05-07 2021-06-24
2 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-07-01
11 SHARES OF CYRUSONE INC P 2021-05-07 2021-11-16
2 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-07-02
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-06-22
5 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-07-07
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-14
1 SHARES OF PUBLIC STORAGE P 2021-05-07 2021-07-19
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-13
3 SHARES OF SBA COMMUNICATIONS CORP P 2021-05-07 2021-09-10
3 SHARES OF PARK HOTELS & RESORTS INC P 2021-05-07 2021-07-29
3 SHARES OF CAESARS ENTERTAINMENT INC P 2021-05-07 2021-10-04
1 SHARES OF PUBLIC STORAGE P 2021-05-07 2021-07-15
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-10
5 SHARES OF UDR INC P 2021-05-07 2021-06-23
2 SHARES OF CAESARS ENTERTAINMENT INC P 2021-05-07 2021-10-06
13 SHARES OF VENTAS INC P 2021-05-07 2021-08-10
3 SHARES OF UDR INC P 2021-05-07 2021-08-17
12 SHARES OF CYRUSONE INC P 2021-05-07 2021-11-24
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-07-14
5 SHARES OF DUKE REALTY CORP P 2021-05-07 2021-06-23
4 SHARES OF SIMON PROPERTY GROUP INC P 2021-05-07 2021-06-22
8 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-30
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-07-15
2 SHARES OF CAESARS ENTERTAINMENT INC P 2021-05-07 2021-10-05
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-24
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4 SHARES OF UDR INC P 2021-05-07 2021-08-18
4 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-12
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-10-01
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-30
15 SHARES OF CYRUSONE INC P 2021-05-07 2021-11-16
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-10
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-20
1 SHARES OF CYRUSONE INC P 2021-05-07 2021-11-16
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-09
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-10
1 SHARES OF PROLOGIS INC P 2021-05-07 2021-09-24
1 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-17
1 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-09-10
5 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-22
5 SHARES OF PROLOGIS INC P 2021-05-07 2021-05-13
1 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-20
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-07-02
2 SHARES OF PUBLIC STORAGE P 2021-05-07 2021-07-20
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-24
6 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-11
7 SHARES OF PROLOGIS INC P 2021-05-07 2021-05-14
3 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-13
7 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-08-04
3 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-11
2 SHARES OF SUN COMMUNITIES INC P 2021-05-07 2021-09-21
7 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-11
1 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-11
14 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-06-17
2 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-10
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-16
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-13
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-30
5 SHARES OF VEREIT INC P 2021-05-07 2021-06-22
1 SHARES OF EQUINIX INC P 2021-05-07 2021-12-23
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-07-06
1 SHARES OF MID-AMERICA APARTMENT COMM P 2021-05-07 2021-05-14
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2 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-09-01
1 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-05
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3 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-18
1 SHARES OF EQUINIX INC P 2021-05-07 2021-08-11
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-31
2 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-06
2 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-14
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5 SHARES OF QTS REALTY TRUST INC-CL A P 2021-05-07 2021-06-07
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-22
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14 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-06-22
28 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-06-22
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-18
1 SHARES OF EQUINIX INC P 2021-05-07 2021-11-16
1 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-08
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-20
5 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-06-17
2 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-22
7 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-09-01
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-14
1 SHARES OF BOYD GAMING CORP P 2021-05-07 2021-10-05
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-12
8 SHARES OF MEDICAL PROPERTIES TRUST INC P 2021-05-07 2021-06-16
1 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-19
2 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-03
4 SHARES OF QTS REALTY TRUST INC-CL A P 2021-05-07 2021-06-24
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-12
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-25
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-02
4 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-06
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-02
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-07
4 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-02
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-22
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-04
3 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-25
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-16
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-02
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-21
4 SHARES OF PROLOGIS INC P 2021-05-07 2021-09-24
4 SHARES OF PARK HOTELS & RESORTS INC P 2021-05-07 2021-08-02
6 SHARES OF UDR INC P 2021-05-07 2021-08-18
1 SHARES OF EQUINIX INC P 2021-05-07 2021-08-30
5 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-01
5 SHARES OF CAESARS ENTERTAINMENT INC P 2021-05-07 2021-09-07
19 SHARES OF VENTAS INC P 2021-05-07 2021-08-11
4 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-20
3 SHARES OF QTS REALTY TRUST INC-CL A P 2021-05-07 2021-06-07
3 SHARES OF PARK HOTELS & RESORTS INC P 2021-05-07 2021-07-28
2 SHARES OF VENTAS INC P 2021-05-07 2021-08-10
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-24
3 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-17
2 SHARES OF MID-AMERICA APARTMENT COMM P 2021-05-07 2021-05-18
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-07-06
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-22
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-25
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-21
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-30
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-25
6 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-07
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-29
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-15
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-05-07 2021-08-11
6 SHARES OF WEYERHAEUSER CO P 2021-05-07 2021-10-08
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-29
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-28
14 SHARES OF SITE CENTERS CORP P 2021-05-07 2021-06-22
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-23
1 SHARES OF VENTAS INC P 2021-05-07 2021-08-10
1 SHARES OF DIGITAL REALTY TRUST INC P 2021-05-07 2021-06-23
1 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-15
1 SHARES OF MID-AMERICA APARTMENT COMM P 2021-05-07 2021-05-17
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2021-05-07 2021-06-30
8 SHARES OF INVITATION HOMES INC P 2021-05-07 2021-05-10
1 SHARES OF SBA COMMUNICATIONS CORP P 2021-05-07 2021-09-24
1 SHARES OF ASML HOLDING NV-NY REG SHS P 2021-05-10 2021-07-23
4 SHARES OF TRADE DESK INC/THE -CLASS A P 2021-05-10 2021-07-23
1 SHARES OF AMBARELLA INC P 2021-05-10 2021-11-10
3 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-28
1 SHARES OF NVIDIA CORP P 2021-05-10 2021-11-09
1 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-27
3 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-08-12
3 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-08-12
7 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-06-18
3 SHARES OF WALT DISNEY CO/THE P 2021-05-10 2021-10-18
1 SHARES OF DOCUSIGN INC P 2021-05-10 2021-12-03
3 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-08-16
1 SHARES OF PAYPAL HOLDINGS INC P 2021-05-10 2021-11-23
3 SHARES OF TAKE-TWO INTERACTIVE SOFTWRE P 2021-05-10 2021-09-24
2 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-27
2 SHARES OF DOCUSIGN INC P 2021-05-10 2021-12-03
8 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-08-12
3 SHARES OF PAYPAL HOLDINGS INC P 2021-05-10 2021-11-09
3 SHARES OF DOCUSIGN INC P 2021-05-10 2021-12-03
13 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-08-12
1 SHARES OF BOOKING HOLDINGS INC P 2021-05-10 2021-08-19
22 SHARES OF ZENDESK INC P 2021-05-10 2021-10-29
1 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-27
1 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-13
1 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-24
1 SHARES OF RINGCENTRAL INC-CLASS A P 2021-05-10 2021-09-24
1 SHARES OF NVIDIA CORP P 2021-05-10 2021-12-03
1 SHARES OF ASML HOLDING NV-NY REG SHS P 2021-05-10 2021-10-29
1 SHARES OF HUBSPOT INC P 2021-05-10 2021-12-03
2 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-07-29
3 SHARES OF MATCH GROUP INC P 2021-05-10 2021-08-10
2 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-06-18
3 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-05-13
2 SHARES OF SPOTIFY TECHNOLOGY SA P 2021-05-10 2021-07-29
2 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-12
1 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-08-12
3 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-05-13
1 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-08-16
1 SHARES OF TAKE-TWO INTERACTIVE SOFTWRE P 2021-05-10 2021-09-27
1 SHARES OF TAKE-TWO INTERACTIVE SOFTWRE P 2021-05-10 2021-09-24
1 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-08-17
1 SHARES OF VROOM INC P 2021-05-10 2021-12-01
1 SHARES OF VROOM INC P 2021-05-10 2021-12-01
2 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-08-12
1 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-08-13
3 SHARES OF MATCH GROUP INC P 2021-05-10 2021-08-09
7 SHARES OF MATCH GROUP INC P 2021-05-10 2021-08-05
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-06-17
1 SHARES OF ANALOG DEVICES INC P 2021-05-10 2021-07-30
1 SHARES OF ANALOG DEVICES INC P 2021-05-10 2021-07-29
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-13
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-05-28
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-13
1 SHARES OF UNIVERSAL DISPLAY CORP P 2021-05-10 2021-05-28
1 SHARES OF UBER TECHNOLOGIES INC P 2021-05-10 2021-05-28
1 SHARES OF SPOTIFY TECHNOLOGY SA P 2021-05-10 2021-07-29
1 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-28
1 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-04
2 SHARES OF MICRON TECHNOLOGY INC P 2021-05-10 2021-05-13
1 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-28
1 SHARES OF TERADYNE INC P 2021-05-10 2021-05-28
1 SHARES OF ENTEGRIS INC P 2021-05-10 2021-10-04
1 SHARES OF LYFT INC-A P 2021-05-10 2021-05-28
1 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-04
1 SHARES OF ENTEGRIS INC P 2021-05-10 2021-10-05
1 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-04
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-01
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-13
1 SHARES OF SPOTIFY TECHNOLOGY SA P 2021-05-10 2021-07-29
1 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-07-29
1 SHARES OF MATCH GROUP INC P 2021-05-10 2021-05-28
1 SHARES OF WORKDAY INC-CLASS A P 2021-05-10 2021-05-28
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-28
1 SHARES OF SYNOPSYS INC P 2021-05-10 2021-08-12
1 SHARES OF MICROCHIP TECHNOLOGY INC P 2021-05-10 2021-10-13
1 SHARES OF ZSCALER INC P 2021-05-10 2021-06-17
1 SHARES OF MATCH GROUP INC P 2021-05-10 2021-08-11
2 SHARES OF ZILLOW GROUP INC - C P 2021-05-10 2021-07-29
1 SHARES OF META PLATFORMS INC P 2021-05-10 2021-10-28
2 SHARES OF FACEBOOK INC-CLASS A P 2021-05-10 2021-10-12
2 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-06-25
2 SHARES OF AMPHENOL CORP-CL A P 2021-05-10 2021-10-28
1 SHARES OF ZENDESK INC P 2021-05-13 2021-10-29
2 SHARES OF FACEBOOK INC-CLASS A P 2021-05-14 2021-10-12
3 SHARES OF VROOM INC P 2021-05-14 2021-11-30
1 SHARES OF VROOM INC P 2021-05-14 2021-12-01
8 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-02
4 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-01
7 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-01
6 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-01
1 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-02
1 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-06
3 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-02
8 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-07
13 SHARES OF VICI PROPERTIES INC P 2021-05-17 2021-07-06
1 SHARES OF EQUINIX INC P 2021-05-17 2021-08-09
5 SHARES OF DISCOVERY INC - A P 2021-05-18 2021-05-25
4 SHARES OF DISCOVERY INC - A P 2021-05-18 2021-05-24
10 SHARES OF DISCOVERY INC - A P 2021-05-18 2021-06-10
13 SHARES OF DISCOVERY INC - A P 2021-05-18 2021-06-11
2 SHARES OF VROOM INC P 2021-05-20 2021-11-24
1 SHARES OF VROOM INC P 2021-05-20 2021-11-26
1 SHARES OF VROOM INC P 2021-05-21 2021-11-24
1 SHARES OF AFFIRM HOLDINGS INC P 2021-05-25 2021-12-03
1 SHARES OF AFFIRM HOLDINGS INC P 2021-05-26 2021-12-03
1 SHARES OF AFFIRM HOLDINGS INC P 2021-05-27 2021-11-10
1 SHARES OF AFFIRM HOLDINGS INC P 2021-06-01 2021-11-10
1 SHARES OF EQUINIX INC P 2021-06-03 2021-07-27
1 SHARES OF FACEBOOK INC-CLASS A P 2021-06-10 2021-10-12
1 SHARES OF VROOM INC P 2021-06-15 2021-11-29
1 SHARES OF VROOM INC P 2021-06-15 2021-11-30
1 SHARES OF VROOM INC P 2021-06-15 2021-11-26
1 SHARES OF EQUINIX INC P 2021-06-16 2021-07-27
1.19 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-07-01 2021-10-19
3 SHARES OF VENTAS INC P 2021-07-01 2021-08-10
4 SHARES OF VENTAS INC P 2021-07-01 2021-08-09
3 SHARES OF VENTAS INC P 2021-07-01 2021-12-16
6 SHARES OF UDR INC P 2021-07-02 2021-08-17
2 SHARES OF UDR INC P 2021-07-02 2021-08-16
1 SHARES OF AMERICAN TOWER CORP P 2021-07-07 2021-09-10
1 SHARES OF AMERICAN TOWER CORP P 2021-07-07 2021-09-10
845.12 SHARES OF FIDELITY INTL INDX-INST PRM P 2021-07-14 2021-10-07
1 SHARES OF MONGODB INC P 2021-07-22 2021-12-03
1 SHARES OF FACEBOOK INC-CLASS A P 2021-07-29 2021-10-12
1 SHARES OF ZENDESK INC P 2021-07-29 2021-10-29
1 SHARES OF MONGODB INC P 2021-07-30 2021-11-23
1.22 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-08-02 2021-10-19
1 SHARES OF SNOWFLAKE INC-CLASS A P 2021-08-05 2021-12-03
1 SHARES OF CONFLUENT INC-CLASS A P 2021-08-26 2021-12-03
10 SHARES OF VENTAS INC P 2021-08-30 2021-12-16
2 SHARES OF VENTAS INC P 2021-08-31 2021-12-15
1 SHARES OF VENTAS INC P 2021-08-31 2021-12-15
2 SHARES OF VENTAS INC P 2021-08-31 2021-12-10
1 SHARES OF VENTAS INC P 2021-08-31 2021-12-14
3 SHARES OF VENTAS INC P 2021-08-31 2021-12-15
1 SHARES OF VENTAS INC P 2021-08-31 2021-12-16
1.121 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-09-01 2021-10-19
1 SHARES OF CONFLUENT INC-CLASS A P 2021-09-03 2021-12-03
2913.213 SHARES OF JPM MANAGED INCOME FD - USD - L FUND P 2021-09-16 2021-11-03
1.085 SHARES OF JPM MANAGED INCOME FD - USD - L FUND 2119 P 2021-10-01 2021-10-19
1 SHARES OF OKTA INC P 2021-10-14 2021-12-03
1 SHARES OF PUBLIC STORAGE P 2021-10-25 2021-12-22
2 SHARES OF EXTRA SPACE STORAGE INC P 2021-10-25 2021-12-15
1 SHARES OF EQUINIX INC P 2021-10-25 2021-11-16
2 SHARES OF SBA COMMUNICATIONS CORP P 2021-10-25 2021-12-09
1 SHARES OF SBA COMMUNICATIONS CORP P 2021-10-25 2021-12-10
9 SHARES OF CYRUSONE INC P 2021-10-25 2021-11-16
1 SHARES OF UNITY SOFTWARE INC P 2021-11-10 2021-12-03
15 SHARES OF ORION OFFICE REIT INC P 2021-11-21 2021-11-24
2 SHARES OF SPIRIT REALTY CAPITAL INC P 2020-12-14 2021-07-08
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 21   15 6
b 83   61 22
c 85   79 6
d 35   28 7
e 59   49 10
114   122 -8
30   32 -2
66   52 14
50   55 -5
1,792   985 807
5,574   3,079 2,495
1,593   821 772
1,394   730 664
1,792   959 833
1,888   1,049 839
1,202   671 531
3,261   1,860 1,401
1,888   1,159 729
141   160 -19
153   128 25
3,433   2,060 1,373
6,136   2,717 3,419
1,593   738 855
5,411   4,378 1,033
8,427   10,544 -2,117
5,111   4,784 327
5,136   4,168 968
12,115   13,618 -1,503
36,062   33,815 2,247
15,151   14,759 392
8,646   6,713 1,933
19,338   18,811 527
5,503   4,424 1,079
752   590 162
2,308   1,574 734
1,377   1,106 271
6,806   7,643 -837
9,924   6,776 3,148
8,390   8,221 169
26,277   17,408 8,869
330   194 136
18,420   13,660 4,760
36,607   29,348 7,259
37,615   33,928 3,687
9,589   8,133 1,456
1,603   1,337 266
17,782   17,782 0
6,692   5,181 1,511
309   313 -4
6,412   5,238 1,174
4,007   4,050 -43
23,353   17,575 5,778
17,101   11,469 5,632
7,927   4,515 3,412
4,688   2,793 1,895
38,305   37,490 815
22,321   21,784 537
12,456   10,516 1,940
4,296   3,200 1,096
5,380   6,673 -1,293
8,260   9,233 -973
28,927   24,426 4,501
8,570   7,459 1,111
26,278   25,807 471
6,872   6,216 656
18,182   18,669 -487
107   107 0
122,514   122,880 -366
2,631   2,642 -11
99,893   100,192 -299
20   20 0
95   95 0
52   52 0
36,321   28,996 7,325
29,955   30,045 -90
6,611   6,078 533
29,385   25,179 4,206
135   135 0
147   147 0
20,521   20,794 -273
133   133 0
69   69 0
    1 -1
5,971   5,937 34
21,526   22,235 -709
133   133 0
125   125 0
16,074   13,688 2,386
537   469 68
13,512   11,870 1,642
19,536   17,531 2,005
17,790   15,979 1,811
8,320   8,293 27
2,819   2,812 7
592   553 39
31   28 3
31   28 3
87   75 12
95   83 12
165   161 4
78   75 3
181   169 12
447   335 112
35   31 4
59   55 4
112   107 5
95   83 12
75   71 4
105   93 12
94   83 11
78   75 3
95   82 13
122   110 12
181   169 12
55   54 1
140   125 15
98   82 16
155   139 16
160   144 16
154   139 15
50   41 9
75   71 4
55   54 1
29   28 1
29   28 1
307   254 53
158   144 14
34   31 3
95   82 13
940   652 288
77   63 14
156   139 17
177   165 12
1,611   1,208 403
101   93 8
179   169 10
63   55 8
48   41 7
176   169 7
49   41 8
385   299 86
70   62 8
93   83 10
49   41 8
92   83 9
76   67 9
223   215 8
177   169 8
670   680 -10
48   41 7
176   169 7
179   134 45
179   134 45
76   71 5
166   161 5
279   268 11
195   149 46
76   71 5
46   41 5
176   165 11
424   375 49
47   41 6
156   150 6
69   62 7
152   142 10
48   41 7
62   55 7
69   62 7
62   55 7
61   55 6
147   130 17
102   93 9
99   82 17
193   165 28
207   187 20
143   123 20
104   106 -2
229   170 59
276   249 27
245   218 27
21   21 0
144   124 20
309   251 58
540   438 102
359   338 21
85   85 0
268   201 67
208   187 21
190   164 26
105   106 -1
146   124 22
173   150 23
459   433 26
21   21 0
292   275 17
318   289 29
320   289 31
58   57 1
346   261 85
227   225 2
142   148 -6
141   123 18
100   82 18
317   277 40
29   28 1
386   299 87
185   165 20
63   64 -1
175   156 19
407   374 33
29   28 1
293   297 -4
357   338 19
487   467 20
81   85 -4
124   127 -3
342   322 20
625   470 155
122   127 -5
6,601   6,178 423
703   571 132
746   735 11
586   507 79
77   63 14
179   137 42
190   165 25
197   165 32
232   190 42
345   331 14
982   760 222
345   331 14
327   294 33
769   754 15
151   142 9
309   277 32
201   165 36
1,061   874 187
57   67 -10
355   315 40
313   277 36
202   165 37
248   231 17
229   210 19
734   710 24
158   138 20
1,072   829 243
173   147 26
240   229 11
521   498 23
386   375 11
173   147 26
232   210 22
192   165 27
173   147 26
211   185 26
152   160 -8
186   165 21
186   165 21
1,338   1,037 301
174   147 27
194   165 29
90   69 21
175   147 28
175   147 28
129   116 13
195   165 30
188   147 41
185   200 -15
569   580 -11
67   67 0
150   151 -1
625   554 71
150   151 -1
209   210 -1
803   812 -9
113   120 -7
141   150 -9
105   105 0
391   331 60
245   245 0
35   35 0
291   299 -8
70   70 0
350   294 56
350   294 56
151   151 0
235   235 0
816   712 104
151   151 0
157   156 1
67   67 0
42   43 -1
66   67 -1
66   67 -1
525   441 84
799   712 87
373   294 79
129   135 -6
75   80 -5
130   135 -5
391   317 74
37   40 -3
37   40 -3
478   560 -82
564   598 -34
37   40 -3
799   712 87
64   67 -3
37   40 -3
104   107 -3
132   135 -3
147   150 -3
38   40 -2
65   67 -2
38   40 -2
169   171 -2
37   40 -3
311   302 9
309   254 55
349   294 55
97   94 3
154   151 3
191   188 3
154   151 3
144   141 3
192   188 4
155   151 4
155   151 4
146   142 4
99   94 5
96   94 2
156   151 5
512   464 48
73   89 -16
316   277 39
831   712 119
241   234 7
532   525 7
1,081   1,037 44
149   160 -11
234   190 44
56   67 -11
114   109 5
48   47 1
527   441 86
315   313 2
48   47 1
48   47 1
48   47 1
49   47 2
48   47 1
152   151 1
216   240 -24
48   47 1
50   47 3
347   294 53
217   240 -23
153   151 2
153   151 2
209   207 2
97   94 3
57   55 2
153   151 2
50   47 3
157   156 1
96   94 2
282   280 2
346   291 55
750   643 107
325   215 110
188   89 99
223   236 -13
304   145 159
220   255 -35
209   248 -39
208   248 -40
537   579 -42
513   561 -48
140   194 -54
285   342 -57
187   248 -61
442   508 -66
440   510 -70
287   389 -102
557   661 -104
608   743 -135
420   583 -163
903   1,074 -171
2,074   2,307 -233
2,110   2,958 -848
220   255 -35
221   255 -34
222   255 -33
222   255 -33
306   145 161
811   643 168
720   491 229
218   228 -10
420   431 -11
154   165 -11
235   248 -13
453   468 -15
282   157 125
99   114 -15
232   248 -16
94   114 -20
148   169 -21
147   169 -22
92   114 -22
14   38 -24
13   38 -25
138   165 -27
98   114 -16
423   431 -8
1,020   1,005 15
152   147 5
167   154 13
167   154 13
70   79 -9
157   147 10
70   79 -9
216   215 1
51   46 5
226   234 -8
76   68 8
74   68 6
157   165 -8
76   68 8
132   125 7
120   113 7
57   50 7
74   68 6
121   113 8
74   68 6
153   147 6
71   79 -8
227   234 -7
108   114 -6
145   144 1
230   236 -6
75   79 -4
291   240 51
71   79 -8
213   168 45
140   144 -4
219   228 -9
313   310 3
638   619 19
136   137 -1
151   137 14
96   132 -36
638   628 10
41   119 -78
14   39 -25
250   248 2
125   124 1
218   217 1
189   186 3
31   31 0
31   31 0
94   93 1
247   248 -1
399   402 -3
818   720 98
155   169 -14
125   135 -10
303   337 -34
398   439 -41
32   86 -54
16   43 -27
16   44 -28
109   54 55
109   56 53
141   57 84
142   63 79
841   769 72
319   330 -11
15   41 -26
14   41 -27
16   41 -25
841   809 32
12   12 0
171   171 0
230   228 2
148   166 -18
316   298 18
107   99 8
292   279 13
293   279 14
42,977   42,442 535
444   353 91
319   360 -41
96   152 -56
501   361 140
12   12 0
339   277 62
70   57 13
495   552 -57
97   112 -15
49   56 -7
97   112 -15
49   56 -7
146   168 -22
49   56 -7
11   11 0
70   59 11
29,161   29,220 -59
11   11 0
217   258 -41
364   327 37
427   375 52
798   822 -24
706   698 8
356   349 7
804   731 73
142   176 -34
276   309 -33
95   94 1
28,415     28,415
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       6
b       22
c       6
d       7
e       10
      -8
      -2
      14
      -5
      807
      2,495
      772
      664
      833
      839
      531
      1,401
      729
      -19
      25
      1,373
      3,419
      855
      1,033
      -2,117
      327
      968
      -1,503
      2,247
      392
      1,933
      527
      1,079
      162
      734
      271
      -837
      3,148
      169
      8,869
      136
      4,760
      7,259
      3,687
      1,456
      266
      0
      1,511
      -4
      1,174
      -43
      5,778
      5,632
      3,412
      1,895
      815
      537
      1,940
      1,096
      -1,293
      -973
      4,501
      1,111
      471
      656
      -487
      0
      -366
      -11
      -299
      0
      0
      0
      7,325
      -90
      533
      4,206
      0
      0
      -273
      0
      0
      -1
      34
      -709
      0
      0
      2,386
      68
      1,642
      2,005
      1,811
      27
      7
      39
      3
      3
      12
      12
      4
      3
      12
      112
      4
      4
      5
      12
      4
      12
      11
      3
      13
      12
      12
      1
      15
      16
      16
      16
      15
      9
      4
      1
      1
      1
      53
      14
      3
      13
      288
      14
      17
      12
      403
      8
      10
      8
      7
      7
      8
      86
      8
      10
      8
      9
      9
      8
      8
      -10
      7
      7
      45
      45
      5
      5
      11
      46
      5
      5
      11
      49
      6
      6
      7
      10
      7
      7
      7
      7
      6
      17
      9
      17
      28
      20
      20
      -2
      59
      27
      27
      0
      20
      58
      102
      21
      0
      67
      21
      26
      -1
      22
      23
      26
      0
      17
      29
      31
      1
      85
      2
      -6
      18
      18
      40
      1
      87
      20
      -1
      19
      33
      1
      -4
      19
      20
      -4
      -3
      20
      155
      -5
      423
      132
      11
      79
      14
      42
      25
      32
      42
      14
      222
      14
      33
      15
      9
      32
      36
      187
      -10
      40
      36
      37
      17
      19
      24
      20
      243
      26
      11
      23
      11
      26
      22
      27
      26
      26
      -8
      21
      21
      301
      27
      29
      21
      28
      28
      13
      30
      41
      -15
      -11
      0
      -1
      71
      -1
      -1
      -9
      -7
      -9
      0
      60
      0
      0
      -8
      0
      56
      56
      0
      0
      104
      0
      1
      0
      -1
      -1
      -1
      84
      87
      79
      -6
      -5
      -5
      74
      -3
      -3
      -82
      -34
      -3
      87
      -3
      -3
      -3
      -3
      -3
      -2
      -2
      -2
      -2
      -3
      9
      55
      55
      3
      3
      3
      3
      3
      4
      4
      4
      4
      5
      2
      5
      48
      -16
      39
      119
      7
      7
      44
      -11
      44
      -11
      5
      1
      86
      2
      1
      1
      1
      2
      1
      1
      -24
      1
      3
      53
      -23
      2
      2
      2
      3
      2
      2
      3
      1
      2
      2
      55
      107
      110
      99
      -13
      159
      -35
      -39
      -40
      -42
      -48
      -54
      -57
      -61
      -66
      -70
      -102
      -104
      -135
      -163
      -171
      -233
      -848
      -35
      -34
      -33
      -33
      161
      168
      229
      -10
      -11
      -11
      -13
      -15
      125
      -15
      -16
      -20
      -21
      -22
      -22
      -24
      -25
      -27
      -16
      -8
      15
      5
      13
      13
      -9
      10
      -9
      1
      5
      -8
      8
      6
      -8
      8
      7
      7
      7
      6
      8
      6
      6
      -8
      -7
      -6
      1
      -6
      -4
      51
      -8
      45
      -4
      -9
      3
      19
      -1
      14
      -36
      10
      -78
      -25
      2
      1
      1
      3
      0
      0
      1
      -1
      -3
      98
      -14
      -10
      -34
      -41
      -54
      -27
      -28
      55
      53
      84
      79
      72
      -11
      -26
      -27
      -25
      32
      0
      0
      2
      -18
      18
      8
      13
      14
      535
      91
      -41
      -56
      140
      0
      62
      13
      -57
      -15
      -7
      -15
      -7
      -22
      -7
      0
      11
      -59
      0
      -41
      37
      52
      -24
      8
      7
      73
      -34
      -33
      1
      28,415
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 2 130,098
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 31,593
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 2,692
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 2,692
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 640
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,412
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,052
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,360
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,360 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    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 ofbulletALLEN AND MANDY KONG Telephone no.bullet (657) 291-1170

    Located atbulletPO BOX 18884ANAHEIMCA ZIP+4bullet92817
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALLEN C KONG TRUSTEE
    2.00
    0 0 0
    PO BOX 18884
    ANAHEIM,CA92817
    MANDY M KONG TRUSTEE
    2.00
    0 0 0
    PO BOX 18884
    ANAHEIM,CA92817
    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 PROVIDED GRANTS TO EIGHT DISTINCT NON-PROFIT ORGANIZATIONS TO HELP FURTHER EACH ORGANIZATION'S MISSION OF SUPPORTING VARIOUS CHARITABLE, EDUCATIONAL, AND RELIGIOUS CAUSES. 160,000
    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
    3,898,374
    b
    Average of monthly cash balances.......................
    1b
    150,348
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,048,722
    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
    4,048,722
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    60,731
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,987,991
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    199,400
    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
    199,400
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,692
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,692
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    196,708
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    196,708
    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
    196,708
    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 7 196,708
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 5,314
    b From 2017...... 11,093
    c From 2018...... 21,746
    d From 2019...... 1,371
    e From 2020...... 31,602
    f Total of lines 3a through e ........ 71,126
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 162,081
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 162,081
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 34,627 34,627
    (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 36,499
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    36,499
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 3,526
    c Excess from 2019.... 1,371
    d Excess from 2020.... 31,602
    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).)
    ALLEN C KONG
    MANDY M KONG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    UC BERKELEY
    1995 UNIVERSITY AVE STE 400
    BERKELEY,CA94704
    NONE PUBLIC CHARITY SCHOLARSHIP FUND (6-18 FOUNDATION FOR HOPE SCHOLARSHIP FUND) 20,000
    DOCTORS WITHOUT BORDERS
    40 RECTOR STREET 16TH FLOOR
    NEW YORK,NY100061705
    NONE PUBLIC CHARITY TO PROVIDE MEDICAL CARE IN CRISIS SITUATIONS 20,000
    INTERNATIONAL JUSTICE MISSION
    PO BOX 96961
    WASHINGTON,DC20090
    NONE PUBLIC CHARITY TO PROTECT THE POOR FROM VIOLENCE BY RESCUING VICTIMS, BRINGING THE CRIMINALS TO JUSTICE, RESTORING SURVIVORS TO SAFETY AND STRENGTH, AND HELPING LOCAL LAW ENFORCEMENT BUILD A SAFE FUTURE THAT LASTS. 10,000
    WESTMINSTER THEOLOGICAL SEMINARY
    2960 CHURCH ROAD
    GLENSIDE,PA19038
    NONE PUBLIC CHARITY TO SUPPORT THE SEMINARY'S WORK IN EDUCATING AND TRAINING UP CHRISTIAN LEADERS 10,000
    MAP INTERNATIONAL
    4700 GLYNCO PARKWAY
    BRUNSWICK,GA31525
    NONE PUBLIC CHARITY TO HELP PROVIDE LIFE-CHANGING MEDICINES AND HEALTH SUPPLIES TO PEOPLE IN NEED. 10,000
    AGAINST MALARIA FOUNDATION
    301 W 20TH ST STE 300
    KANSAS CITY,MO64108
    NONE PUBLIC CHARITY TO PROMOTE THE ERADICATION OF MALARIA AROUND THE WORLD 15,000
    SAMUELI ACADEMY
    1575 E 17TH ST
    SANTA ANA,CA92705
    NONE PUBLIC CHARITY TO PROVIDE SUPPORT FOR CURRENT AND FORMER FOSTER YOUTH 50,000
    CEO LEADERSHIP ALLIANCE - OC
    668 N COAST HWY SUITE 319
    LAGUNA BEACH,CA92651
    NONE PUBLIC CHARITY TO HELP TO CULTIVATE ORANGE COUNTY INTO A PREMIER, INCLUSIVE, INNOVATION TALENT HUB. 25,000
    Total .................................bullet 3a 160,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 1  
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 130,098  
    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) .. 0 210,015 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    210,015
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    THE 6-18 FOUNDATION FOR HOPE
     
    Employer identification number

    46-3807609
    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
    THE 6-18 FOUNDATION FOR HOPE
     
    Employer identification number
    46-3807609
    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
    MANDY M KONG
    PO BOX 18884
     
    ANAHEIM, CA92817

    $ 86,727


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    ALEX M CHAN
    PO BOX 18884
     
    ANAHEIM, CA92817

    $ 102,096


    (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
    THE 6-18 FOUNDATION FOR HOPE
     
    Employer identification number

    46-3807609
    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
    1
    SECURITIES IN NIKE, KROGER, META, ALIBABA, CHIPOTLE, AMAZON $ 86,727 2021-12-15
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    2
    SECURITIES $ 102,096 2021-12-28
    (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
    THE 6-18 FOUNDATION FOR HOPE
     
    Employer identification number

    46-3807609
    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:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEE 1,827 0 0 1,827

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BOND FUNDS 820,082 853,270

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCKS 2,295,402 3,482,960

    TY 2021 OtherDecreasesSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Description Amount
    NET UNREALIZED GAINS OR LOSSES ON INVESTMENTS 160,359
    EXCISE TAXES PAID 629


    TY 2021 OtherExpensesSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PO BOX FEES 204 0 0 204
    CA REGISTRATION FEES 50 0 0 50


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 14,950 14,950 0 0


    TY 2021 TaxesSchedule
    Name:
    THE 6-18 FOUNDATION FOR HOPE
    EIN:
    46-3807609
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,368 1,368 0 0