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 FORSTER-CONNOLLY FOUNDATION
C/O PETER FORSTER
Number and street (or P.O. box number if mail is not delivered to street address)5291 PARTRIDGE LANE NW
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WASHINGTON, DC20016
A Employer identification number

46-5749133
B Telephone number (see instructions)

(571) 382-0020
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$28,416,813J 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) 8,715
2 Check bullet.............
3 Interest on savings and temporary cash investments 97,324 97,324  
4 Dividends and interest from securities... 615,945 615,945  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,460,447
b Gross sales price for all assets on line 6a 6,280,776
7 Capital gain net income (from Part IV, line 2)... 1,460,447
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........ 2,182,431 2,173,716  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,635 4,318   0
c Other professional fees (attach schedule).... Click to see attachment 101,241 101,241   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 28,034 8,034   0
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 230 0   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 138,140 113,593   0
25 Contributions, gifts, grants paid....... 2,355,850 2,355,850
26 Total expenses and disbursements. Add lines 24 and 25 2,493,990 113,593   2,355,850
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -311,559
b Net investment income (if negative, enter -0-) 2,060,123
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............. 1,135,129 1,496,880 1,496,880
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).......... 21,389,370 Click to see attachment20,679,226 26,919,933
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) 22,524,499 22,176,106 28,416,813
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 22,524,499 22,176,106
29 Total net assets or fund balances (see instructions)..... 22,524,499 22,176,106
30 Total liabilities and net assets/fund balances (see instructions). 22,524,499 22,176,106
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
22,524,499
2
Enter amount from Part I, line 27a .....................
2
-311,559
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
22,212,940
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
36,834
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
22,176,106
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 8,000 AIRCASTLE LIMITED 5% 23F DUE04/01/23: 00928QAP6 P 2021-01-11 2021-08-11
b 8,000 ARCELOR MITTAL 4.55% 26FTENDER OFFER EXP: 06/24/2: 03938LBA1 P 2020-11-05 2021-06-29
c 13,000 ARCELOR MITTAL 4.55% 26FTENDER OFFEREXP: 06/24/2: 03938LBA1 P 2020-11-10 2021-06-29
d 5,000 ARCELOR MITTAL 4.55% 26FTENDER OFFEREXP: 06/24/2: 03938LBA1 P 2021-01-22 2021-06-29
e 2,000 ARCELORMITTAL 4.55% 26F DUE03/11/26: 03938LBA1 P 2021-01-22 2021-06-09
18,000 BANK OF AMERICA C VAR: 060505FQ2 P 2020-05-28 2021-02-10
6,000 BANK OF AMERICA C VAR: 060505FQ2 P 2020-05-29 2021-02-10
9,000 BANK OF AMERICA C VAR: 060505FQ2 P 2020-12-31 2021-02-10
26,000 BATH & BODY WOR 6.694%27TENDER OFFER EXP: 09/01.0: 501797AQ7 P 2021-06-18 2021-09-13
22,000 BORGWARNER INC. 2.65%27 DUE07/01/27: 099724AL0 P 2020-06-17 2021-05-04
7,000 BORGWARNER INC. 2.65%27 DUE07/01/27: 099724AL0 P 2021-01-04 2021-05-04
8,000 CAMPBELL SOUP C 2.375%30 DUE04/24/30: 134429BJ7 P 2021-01-05 2021-06-30
9,000 COMCAST CORP 4.15%28 DUE10/15/28: 20030NCT6 P 2021-01-06 2021-07-08
7,000 CROWN AMERICAS L 4.25%26 DUE09/30/26: 22819KAB6 P 2020-03-09 2021-01-22
2,000 CROWN AMERICAS L 4.25%26 DUE09/30/26: 22819KAB6 P 2020-04-24 2021-01-22
20,000 ENERGY TRANSFER 5.25%29 DUE04/15/29: 29278NAG8 P 2020-08-07 2021-01-28
7,000 ENERGY TRANSFER 5.25%29 DUE04/15/29: 29278NAG8 P 2020-12-28 2021-01-28
15,000 FHLMC QB3677 2%50 DUE 09/01/50:3133AACN0 P 2020-09-25 2021-07-12
23,000 FHLMC QB4905 1.5%50 DUE 11/01/50:3133ABNW6 P 2020-10-26 2021-01-11
22,000 FHLMC RA3194 2.5%50 DUE 08/01/50:3133KJRP9 P 2020-07-16 2021-07-12
20,000 FNMA PL MA4100 2%50 DUE 08/01/50:31418DRW4 P 2020-07-27 2021-07-12
22,000 FNMA PL MA4119 2%50 DUE 09/01/50:31418DSH6 P 2020-08-25 2021-07-12
21,000 FORD MOTOR CO 8.5%23 DUE04/21/23: 345370CV0 P 2020-07-20 2021-03-08
6,000 FORD MOTOR CO 8.5%23 DUE04/21/23: 345370CV0 P 2021-02-01 2021-03-08
4,000 FREDDIE MAC 3.9%28MBS-CMO DUE04/25/28-K076-: 3137FEZU7 P 2020-09-16 2021-03-23
15,220 FREDDIE MAC 3.9%28MBS-CMO DUE04/25/28-K076-: 3137FEZU7 P 2020-12-29 2021-03-23
6,000 FREDDIE MAC 3.9%28MBS-CMO DUE04/25/28-K076-: 3137FEZU7 P 2021-03-18 2021-03-23
5,000 FREEPORT-MCMORA 4.625%30 DUE08/01/30: 35671DCH6 P 2021-01-26 2021-03-09
24,000 FREEPORT-MCMORAN 5.4%34 DUE11/14/34: 35671DBJ3 P 2021-07-14 2021-10-28
22,000 FREEPORT-MCMORAN 4.55%24 DUE11/14/24: 35671DBL8 P 2020-04-29 2021-03-16
32,000 GENERAL ELECTRIC VAR 99 DUE12/31/99: 369604BQ5 P 2021-02-17 2021-07-15
26,000 GENERAL MOTORS CO 5%28 DUE10/01/28: 37045VAS9 P 2021-01-07 2021-10-18
7,000 GENERAL MOTORS F 4.25%23 DUE05/15/23: 37045XAL0 P 2020-02-26 2021-01-07
5,000 GENERAL MOTORS F 4.25%23 DUE05/15/23: 37045XAL0 P 2020-04-30 2021-01-07
22,000 JOHNSON CTLS IN1.75% 30F DUE09/15/30: 47837RAA8 P 2020-09-10 2021-03-25
8,000 JOHNSON CTLS IN1.75% 30F DUE09/15/30: 47837RAA8 P 2021-01-07 2021-03-25
7,000 JPMORGAN CHASE & 2.95%26 DUE10/01/26: 46625HRV4 P 2021-01-20 2021-06-15
7,000 KRAFT HEINZ FOO 4.625%29TENDER OFFER EXP: 12/02.1: 50077LAT3 P 2021-01-27 2021-11-23
29,000 LAS VEGAS SANDS C 3.9%29 DUE08/08/29: 517834AF4 P 2021-05-19 2021-07-01
15,000 LUMEN TECHNOLOG 5.625%25 DUE04/01/25: 156700AZ9 P 2020-11-25 2021-06-02
6,000 LUMEN TECHNOLOG 5.625%25 DUE04/01/25: 156700AZ9 P 2020-12-07 2021-06-02
7,000 LUMEN TECHNOLOG 5.625%25 DUE04/01/25: 156700AZ9 P 2021-01-25 2021-06-02
2,000 LUMEN TECHNOLOG 5.625%25 DUE04/01/25: 156700AZ9 P 2021-04-01 2021-06-02
45,000 M.D.C. HOLDINGS, 2.5%31 DUE01/15/31: 552676AU2 P 2021-01-06 2021-10-19
5,000 MET TRAN AUTH N 6.668%39COMB TRAN DUE 11/15/39XTRO TAXBL: 59259YBY4 P 2021-01-27 2021-10-07
29,000 METLIFE, INC. 3.85%: 59156RCA4 P 2021-02-10 2021-11-30
3,000 MICROSOFT CORP 2.525%50 DUE06/01/50: 594918CC6 P 2020-08-05 2021-06-09
18,000 OCCIDENTAL PETROL 2.9%24TENDER OFFER EXP: 07/13.0: 674599CW3 P 2021-06-09 2021-07-06
9,000 OCCIDENTAL PETROL 2.9%24TENDER OFFER EXP: 07/13.0: 674599CW3 P 2021-06-11 2021-07-06
2,000 OCCIDENTAL PETROL 2.9%24TENDER OFFER EXP: 07/13.0: 674599CW3 P 2021-06-15 2021-07-06
29,000 OCCIDENTAL PETROL 3.5%29 DUE08/15/29: 674599CS2 P 2021-07-08 2021-10-27
15,000 OH STWD JOB BEV 4.532%35LIQ STOR DUE 01/01/35XTRO TAXBL: 47770VAZ3 P 2021-01-11 2021-07-14
6,000 PARKER-HANNIFIN 3.25%29 DUE06/14/29: 701094AN4 P 2020-03-10 2021-03-03
2,000 PARKER-HANNIFIN 3.25%29 DUE06/14/29: 701094AN4 P 2020-04-22 2021-03-03
6,000 PARKER-HANNIFIN 3.25%29 DUE06/14/29: 701094AN4 P 2021-01-11 2021-03-03
2,000 PULTEGROUP, INC. 5%27 DUE01/15/27: 745867AX9 P 2021-01-13 2021-04-21
19,000 RAYTHEON TECHNOL 3.95%25 DUE08/16/25: 913017DD8 P 2020-03-24 2021-02-08
7,000 RAYTHEON TECHNOL 3.95%25 DUE08/16/25: 913017DD8 P 2021-01-07 2021-02-08
7,000 RELX CAPITAL INC. 4%29 DUE03/18/29: 74949LAC6 P 2021-01-19 2021-10-25
22,000 SERVICE CORP IN 3.375%30 DUE08/15/30: 817565CF9 P 2020-08-05 2021-04-29
7,000 SERVICE CORP IN 3.375%30 DUE08/15/30: 817565CF9 P 2021-01-12 2021-04-29
2,000 SERVICE CORP IN 3.375%30 DUE08/15/30: 817565CF9 P 2021-04-05 2021-04-29
17,000 SOUTHWEST AIRLIN 4.75%23 DUE05/04/23: 844741BH0 P 2020-06-04 2021-03-16
4,000 SOUTHWEST AIRLIN 4.75%23 DUE05/04/23: 844741BH0 P 2020-06-05 2021-03-16
21,000 STARBUCKS CORP 2.55%30 DUE11/15/30: 855244AZ2 P 2020-05-04 2021-03-25
9,000 STARBUCKS CORP 2.55%30 DUE11/15/30: 855244AZ2 P 2021-01-20 2021-03-25
22,000 STEEL DYNAMICS, I 2.4%25 DUE06/15/25: 858119BL3 P 2020-06-05 2021-02-17
7,000 STEEL DYNAMICS, I 2.4%25 DUE06/15/25: 858119BL3 P 2021-01-05 2021-02-17
31,000 THE CHARLES SCHWA VAR: 808513BD6 P 2020-05-08 2021-01-04
30,000 THE CHARLES SCHWAB 4%99 DUE12/31/99: 808513BK0 P 2021-03-15 2021-12-02
2,000 THE GEORGE WASH 4.126%48 DUE09/15/48: 372546AW1 P 2020-06-05 2021-04-27
7,000 THE GOLDMAN SACHS 4.4%: 38144GAC5 P 2020-05-08 2021-04-27
12,000 THE GOLDMAN SACHS 4.4%: 38144GAC5 P 2020-12-29 2021-04-27
2,000 TRUIST FINL CORP 4.8%: 89832QAD1 P 2021-01-04 2021-06-10
26,000 US TREASURY 3%11/44UST BOND DUE 11/15/44: 912810RJ9 P 2021-04-27 2021-06-11
4,000 US TREASURY 4.5%02/36UST BOND DUE 02/15/36: 912810FT0 P 2020-04-23 2021-03-23
10,000 US TREASURY 4.5%02/36UST BOND DUE 02/15/36: 912810FT0 P 2020-05-20 2021-03-23
6,000 US TREASURY 4.5%02/36UST BOND DUE 02/15/36: 912810FT0 P 2020-12-29 2021-03-23
4,000 US TREASURY 4.5%02/36UST BOND DUE 02/15/36: 912810FT0 P 2020-12-29 2021-03-25
7,000 V.F. CORP 2.8%27 DUE 04/23/27:918204BB3 P 2021-01-14 2021-05-19
8,000 VERIZON COMMUNI 3.875%29 DUE02/08/29: 92343VES9 P 2020-12-29 2021-06-17
2,000 VISA INC. 4.3%45 DUE 12/14/45:92826CAF9 P 2021-01-14 2021-06-10
5,000 VISA INC. 4.3%45 DUE 12/14/45:92826CAF9 P 2021-01-14 2021-08-11
21,000 WPX ENERGY, INC. 5.25%24 DUE09/15/24: 98212BAE3 P 2020-10-26 2021-02-17
8,000 WPX ENERGY, INC. 5.25%24 DUE09/15/24: 98212BAE3 P 2021-01-13 2021-02-17
12,000 AECOM 5.875%24TENDER OFFEREXP: 04/23/2: 00766TAD2 P 2019-10-15 2021-04-13
2,000 AIRCASTLE LIMITED 5% 23F DUE04/01/23: 00928QAP6 P 2020-02-26 2021-06-10
12,000 AIRCASTLE LIMITED 5% 23F DUE04/01/23: 00928QAP6 P 2018-04-23 2021-08-11
5,000 AIRCASTLE LIMITED 5% 23F DUE04/01/23: 00928QAP6 P 2020-02-26 2021-08-11
2,000 AIRCASTLE LIMITED 5% 23F DUE04/01/23: 00928QAP6 P 2020-04-09 2021-08-11
19,000 CAMPBELL SOUP CO 4.15%28 DUE03/15/28: 134429BG3 P 2020-04-20 2021-06-30
17,000 COMCAST CORP 4.15%28 DUE10/15/28: 20030NCT6 P 2019-12-09 2021-07-08
10,000 COMCAST CORP 4.15%28 DUE10/15/28: 20030NCT6 P 2020-02-24 2021-07-08
2,000 COMCAST CORP 4.15%28 DUE10/15/28: 20030NCT6 P 2020-04-17 2021-07-08
13,000 CROWN AMERICAS L 4.25%26 DUE09/30/26: 22819KAB6 P 2018-04-11 2021-01-22
18,000 FHLMC J26471 3.5%28 DUE 11/01/28:31307FFL0 P 2018-09-26 2021-04-07
158,000 FNMA PL AS3256 4%44 DUE 09/01/44: 3138WCTN3 P 2018-04-19 2021-08-24
24,000 FNMA PL BM4968 5%47 DUE 07/01/47: 3140J9QW4 P 2020-03-26 2021-05-10
1,175,000 FNMA PL 745336 5%36 DUE 03/01/36: 31403DBD0 P 2018-04-19 2021-05-10
11,000 FREDDIE MAC 3.9%28MBS-CMO DUE04/25/28-K076-: 3137FEZU7 P 2019-01-02 2021-03-23
25,000 FREDDIE MAC 3.35%28MBS-CMO DUE 01/25/28-K073-: 3137FETN0 P 2020-02-26 2021-03-23
12,000 FREDDIE MAC 3.286%27MBS-CMO DUE 11/25/27-K071-: 3137FCLD4 P 2019-06-17 2021-03-23
11,000 FREDDIE MAC 3.286%27MBS-CMO DUE 11/25/27-K071-: 3137FCLD4 P 2019-06-18 2021-03-23
12,000 GENERAL MOTORS F 4.25%23 DUE05/15/23: 37045XAL0 P 2018-05-24 2021-01-07
13,000 JPMORGAN CHASE & 2.95%26 DUE10/01/26: 46625HRV4 P 2018-04-20 2021-06-15
7,000 JPMORGAN CHASE & 2.95%26 DUE10/01/26: 46625HRV4 P 2020-02-27 2021-06-15
2,000 JPMORGAN CHASE & 2.95%26 DUE10/01/26: 46625HRV4 P 2020-06-12 2021-06-15
20,000 KRAFT HEINZ FOO 4.625%29TENDER OFFER EXP: 12/02.1: 50077LAT3 P 2020-02-24 2021-11-23
10,000 MET TRAN AUTH N 6.668%39COMB TRAN DUE 11/15/39XTRO TAXBL: 59259YBY4 P 2018-04-17 2021-10-07
5,000 MET TRAN AUTH N 6.668%39COMB TRAN DUE 11/15/39XTRO TAXBL: 59259YBY4 P 2020-03-27 2021-10-07
2,000 NEWELL BRANDS IN STEP 26 DUE04/01/26MULTI STEP C: 651229AW6 P 2020-02-26 2021-06-09
10,000 OH STWD JOB BEV 3.985%29LIQ STOR DUE 01/01/29XTRO TAXBL: 47770VAY6 P 2018-04-18 2021-07-14
13,000 PARKER-HANNIFIN 3.25%29 DUE06/14/29: 701094AN4 P 2019-06-05 2021-03-03
12,000 RELX CAPITAL INC. 4%29 DUE03/18/29: 74949LAC6 P 2019-03-11 2021-10-25
7,000 RELX CAPITAL INC. 4%29 DUE03/18/29: 74949LAC6 P 2020-02-26 2021-10-25
2,000 RELX CAPITAL INC. 4%29 DUE03/18/29: 74949LAC6 P 2020-04-29 2021-10-25
7,000 THE GEORGE WASH 4.126%48 DUE09/15/48: 372546AW1 P 2018-04-18 2021-04-27
10,000 THE GEORGE WASH 4.126%48 DUE09/15/48: 372546AW1 P 2020-04-02 2021-04-27
16,000 US TREASURY 4.5%02/36UST BOND DUE 02/15/36: 912810FT0 P 2020-02-26 2021-03-25
22,000 V.F. CORP 2.8%27 DUE 04/23/27:918204BB3 P 2020-04-21 2021-05-19
12,000 VERIZON COMMUNI 3.875%29 DUE02/08/29: 92343VES9 P 2019-02-07 2021-06-17
7,000 VERIZON COMMUNI 3.875%29 DUE02/08/29: 92343VES9 P 2020-03-05 2021-06-17
11,000 VISA INC. 4.3%45 DUE 12/14/45:92826CAF9 P 2018-08-07 2021-08-11
7,000 VISA INC. 4.3%45 DUE 12/14/45:92826CAF9 P 2020-02-27 2021-08-11
12,712.7120 BAIRD CORE PLUS BOND INST: BCOIX P 2020-12-22 2021-11-02
6,916.3210 CALAMOS MARKET NEUTRAL INCOME I: CMNIX P 2020-10-22 2021-11-02
1,370.2960 EDGEWOOD GROWTH INSTL: EGFIX P 2018-09-19 2021-04-07
22,990.8040 EDGEWOOD GROWTH INSTL: EGFIX P 2020-04-13 2021-05-19
884.8200 EDGEWOOD GROWTH INSTL: EGFIX P 2019-04-24 2021-06-03
797.2260 EDGEWOOD GROWTH INSTL: EGFIX P 2019-04-24 2021-09-29
2,312.8280 EDGEWOOD GROWTH INSTL: EGFIX P 2020-10-03 2021-11-02
910.4480 HARDING LOEVNER INSTL EMERG MKTS I: HLMEX P 2017-12-11 2021-06-03
542 ISHARES CORE S&P MID CAPETF IV: IJH P 2019-02-05 2021-05-19
100 ISHARES CORE S&P MID CAPETF IV: IJH P 2019-06-27 2021-05-19
682 ISHARES CORE S&P MID CAPETF IV: IJH P 2019-06-27 2021-05-19
343.6327 ISHARES CORE S&P 500 ETF IV: IVV P 2015-10-29 2021-04-07
217 ISHARES CORE S&P 500 ETF IV: IVV P 2015-12-03 2021-04-07
10.5523 ISHARES CORE S&P 500 ETF IV: IVV P 2016-01-04 2021-04-07
0.4418 ISHARES CORE S&P 500 ETF IV: IVV P 2016-01-06 2021-04-07
1.2566 ISHARES CORE S&P 500 ETF IV: IVV P 2016-01-06 2021-04-07
9.7150 ISHARES CORE S&P 500 ETF IV: IVV P 2016-03-31 2021-04-07
8.8751 ISHARES CORE S&P 500 ETF IV: IVV P 2016-06-28 2021-04-07
9.2456 ISHARES CORE S&P 500 ETF IV: IVV P 2016-10-03 2021-04-07
10.5353 ISHARES CORE S&P 500 ETF IV: IVV P 2016-12-29 2021-04-07
7.9835 ISHARES CORE S&P 500 ETF IV: IVV P 2017-03-31 2021-04-07
8.4185 ISHARES CORE S&P 500 ETF IV: IVV P 2017-07-03 2021-04-07
9.3854 ISHARES CORE S&P 500 ETF IV: IVV P 2017-10-02 2021-04-07
8.8027 ISHARES CORE S&P 500 ETF IV: IVV P 2017-12-27 2021-04-07
8.7678 ISHARES CORE S&P 500 ETF IV: IVV P 2018-03-29 2021-04-07
8.7768 ISHARES CORE S&P 500 ETF IV: IVV P 2018-07-03 2021-04-07
8.1883 ISHARES CORE S&P 500 ETF IV: IVV P 2018-10-03 2021-04-07
11.4440 ISHARES CORE S&P 500 ETF IV: IVV P 2018-12-24 2021-04-07
2.4204 ISHARES CORE S&P 500 ETF IV: IVV P 2019-01-07 2021-04-07
1,064 ISHARES GLOBAL INFRASTRUCTUREETF: IGF P 2019-06-27 2021-06-03
1,086 ISHARES GLOBAL INFRASTRUCTUREETF: IGF P 2019-06-27 2021-09-29
18.7008 ISHARES RUSSELL 2000 ETF IV: IWM P 2018-07-11 2021-04-07
293 ISHARES RUSSELL 2000 ETF IV: IWM P 2018-09-19 2021-04-07
15.3031 ISHARES RUSSELL 2000 ETF IV: IWM P 2018-10-03 2021-04-07
121.9961 ISHARES RUSSELL 2000 ETF IV: IWM P 2019-06-27 2021-04-07
1,580.0950 JOHCM INTERNATIONAL SELECT I: JOHIX P 2020-04-21 2021-06-03
12,976.6440 OSTERWEIS STRATEGIC INCOME: OSTIX P 2019-02-06 2021-11-02
1,997 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2018-02-23 2021-04-07
59.1313 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2017-09-26 2021-11-02
137.2069 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2017-12-28 2021-11-02
2,422 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2018-02-23 2021-11-02
69.2300 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2018-04-02 2021-11-02
99.9805 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2018-06-28 2021-11-02
70.4513 VANGUARD FTSE DEVELOPED MATS ETF IV: VEA P 2018-10-02 2021-11-02
312 VANGUARD S&P 500 ETF: VOO P 2018-03-16 2021-09-29
615.0670 VANGUARD S&P 500 ETF: VOO P 2018-03-16 2021-11-02
92.9330 VANGUARD S&P 500 ETF: VOO P 2019-03-07 2021-11-02
202.9330 VANGUARD S&P 500 ETF: VOO P 2018-02-27 2021-05-19
35.0670 VANGUARD S&P 500 ETF: VOO P 2018-10-02 2021-05-19
115 VANGUARD S&P 500 ETF: VOO P 2018-12-04 2021-05-19
982 VANGUARD S&P 500 ETF: VOO P 2018-12-04 2021-05-19
561.0670 VANGUARD S&P 500 ETF: VOO P 2018-02-27 2021-06-03
155.9330 VANGUARD S&P 500 ETF: VOO P 2018-03-16 2021-06-03
144.0670 VANGUARD S&P 500 ETF: VOO P 2018-03-16 2021-08-02
350.9330 VANGUARD S&P 500 ETF: VOO P 2018-03-16 2021-08-02
6,396.4190 WASATCH EMERGING MARKETS SMALL CAP INSTL: WIEMX P 2017-12-11 2021-06-03
22,323.6610 WASATCH EMERGING MARKETS SMALL CAP INSTL: WIEMX P 2020-09-30 2021-11-02
(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 8,529   8,451 78
b 9,037   8,719 318
c 14,685   14,242 443
d 5,648   5,581 67
e 2,238   2,235 3
18,720   16,245 2,475
6,240   5,430 810
9,360   9,284 76
30,193   29,909 284
23,032   22,108 924
7,329   7,517 -188
8,066   8,392 -326
10,475   10,612 -137
7,613   7,123 490
2,175   2,031 144
23,038   22,071 967
8,063   8,159 -96
13,810   14,093 -283
22,844   23,095 -251
19,948   20,280 -332
17,078   17,375 -297
19,651   19,994 -343
23,258   22,621 637
6,645   6,703 -58
4,617   4,837 -220
17,568   18,199 -631
6,926   6,932 -6
5,472   5,557 -85
29,220   30,100 -880
23,815   21,945 1,870
31,360   30,960 400
29,929   30,370 -441
7,545   7,321 224
5,389   4,933 456
20,749   22,056 -1,307
7,545   8,049 -504
7,545   7,667 -122
8,022   7,880 142
30,878   30,247 631
16,125   16,035 90
6,450   6,456 -6
7,525   7,564 -39
2,150   2,157 -7
43,334   45,000 -1,666
7,057   6,957 100
29,363   30,233 -870
2,848   3,292 -444
18,450   18,110 340
9,225   9,099 126
2,050   2,020 30
29,471   29,562 -91
18,569   19,010 -441
6,496   6,518 -22
2,165   2,104 61
6,496   6,695 -199
2,330   2,353 -23
21,598   19,848 1,750
7,957   7,982 -25
7,803   8,126 -323
21,395   22,455 -1,060
6,808   7,205 -397
1,945   1,958 -13
18,382   17,395 987
4,325   4,134 191
21,145   20,942 203
9,062   9,603 -541
23,230   22,247 983
7,391   7,449 -58
34,488   32,201 2,287
30,038   30,000 38
2,389   2,353 36
7,254   6,370 884
12,435   12,330 105
2,115   2,110 5
30,274   29,787 487
5,336   6,087 -751
13,339   14,979 -1,640
8,003   8,739 -736
5,352   5,825 -473
7,450   7,645 -195
9,073   9,336 -263
2,508   2,648 -140
6,275   6,613 -338
23,573   22,141 1,432
8,980   8,896 84
13,745   12,715 1,030
2,142   2,096 46
12,794   12,138 656
5,331   5,218 113
2,132   1,968 164
21,666   21,006 660
19,786   18,818 968
11,639   11,286 353
2,328   2,292 36
14,138   12,418 1,720
5,137   4,847 290
40,675   38,226 2,449
14,826   14,516 310
27,774   26,253 1,521
12,697   11,523 1,174
28,012   27,805 207
13,383   12,668 715
12,268   11,662 606
12,934   12,044 890
14,012   12,367 1,645
7,545   7,326 219
2,156   2,156 0
22,920   21,522 1,398
14,115   13,106 1,009
7,057   6,287 770
2,236   2,105 131
11,316   10,228 1,088
14,075   13,045 1,030
13,377   11,861 1,516
7,803   7,796 7
2,229   2,160 69
8,363   7,113 1,250
11,947   10,967 980
21,408   22,372 -964
23,415   21,964 1,451
13,609   12,016 1,593
7,939   7,994 -55
13,805   11,585 2,220
8,785   8,919 -134
150,000   154,335 -4,335
100,000   94,756 5,244
75,000   48,921 26,079
1,250,000   815,382 434,618
50,000   30,599 19,401
50,000   27,570 22,430
150,000   79,927 70,073
25,000   20,177 4,823
143,337   101,036 42,301
26,446   19,163 7,283
180,361   130,690 49,671
140,190   72,165 68,025
88,528   44,957 43,571
4,305   2,121 2,184
180   88 92
513   251 262
3,963   2,012 1,951
3,621   1,805 1,816
3,772   2,005 1,767
4,298   2,382 1,916
3,257   1,896 1,361
3,434   2,061 1,373
3,829   2,380 1,449
3,591   2,371 1,220
3,577   2,300 1,277
3,581   2,409 1,172
3,341   2,413 928
4,669   2,737 1,932
987   615 372
50,063   48,917 1,146
50,010   49,929 81
4,164   3,142 1,022
65,248   49,887 15,361
3,408   2,518 890
27,167   18,703 8,464
50,000   33,736 16,264
150,000   144,044 5,956
99,993   90,357 9,636
3,103   2,544 559
7,199   6,157 1,042
127,084   109,586 17,498
3,633   3,040 593
5,246   4,238 1,008
3,697   3,031 666
124,980   79,054 45,926
260,935   155,845 105,090
39,426   23,481 15,945
76,041   51,448 24,593
13,140   9,399 3,741
43,092   29,265 13,827
367,967   249,890 118,077
215,353   142,243 73,110
59,851   39,510 20,341
58,033   36,503 21,530
141,362   88,919 52,443
25,000   19,899 5,101
100,000   63,240 36,760
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       78
b       318
c       443
d       67
e       3
      2,475
      810
      76
      284
      924
      -188
      -326
      -137
      490
      144
      967
      -96
      -283
      -251
      -332
      -297
      -343
      637
      -58
      -220
      -631
      -6
      -85
      -880
      1,870
      400
      -441
      224
      456
      -1,307
      -504
      -122
      142
      631
      90
      -6
      -39
      -7
      -1,666
      100
      -870
      -444
      340
      126
      30
      -91
      -441
      -22
      61
      -199
      -23
      1,750
      -25
      -323
      -1,060
      -397
      -13
      987
      191
      203
      -541
      983
      -58
      2,287
      38
      36
      884
      105
      5
      487
      -751
      -1,640
      -736
      -473
      -195
      -263
      -140
      -338
      1,432
      84
      1,030
      46
      656
      113
      164
      660
      968
      353
      36
      1,720
      290
      2,449
      310
      1,521
      1,174
      207
      715
      606
      890
      1,645
      219
      0
      1,398
      1,009
      770
      131
      1,088
      1,030
      1,516
      7
      69
      1,250
      980
      -964
      1,451
      1,593
      -55
      2,220
      -134
      -4,335
      5,244
      26,079
      434,618
      19,401
      22,430
      70,073
      4,823
      42,301
      7,283
      49,671
      68,025
      43,571
      2,184
      92
      262
      1,951
      1,816
      1,767
      1,916
      1,361
      1,373
      1,449
      1,220
      1,277
      1,172
      928
      1,932
      372
      1,146
      81
      1,022
      15,361
      890
      8,464
      16,264
      5,956
      9,636
      559
      1,042
      17,498
      593
      1,008
      666
      45,926
      105,090
      15,945
      24,593
      3,741
      13,827
      118,077
      73,110
      20,341
      21,530
      52,443
      5,101
      36,760
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 1,460,447
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 28,636
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 28,636
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,205
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 45,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,205
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 32,569
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet32,569 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)
    bulletDC
    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 ofbulletPETER FORSTER Telephone no.bullet (571) 382-0020

    Located atbullet5291 PARTRIDGE LANE NWWASHINGTONDC ZIP+4bullet20016
    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
    PETER C FORSTER DIRECTOR
    0.50     		0 0 0
    5291 PARTRIDGE LANE NW
    WASHINGTON,DC20016
    ELIZABETH D FORSTER DIRECTOR
    0.50     		0 0 0
    5291 PARTRIDGE LANE NW
    WASHINGTON,DC20016
    CATHERINE FORSTER-CONNOLLY DIRECTOR
    0.50     		0 0 0
    74 FAIRMONT AVENUE
    NEWTON,MA02458
    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
    WEALTHSPIRE ADVISORS INVESTMENT MANAGER 94,601
    1 PRESERVE PKWY STE 610
    ROCKVILLE,MD20852
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    27,435,151
    b
    Average of monthly cash balances.......................
    1b
    752,594
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,187,745
    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
    28,187,745
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    422,816
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    27,764,929
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,388,246
    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
    1,388,246
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    28,636
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,636
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,359,610
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,359,610
    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
    1,359,610
    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 1,359,610
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 144,362
    e From 2020...... 785,975
    f Total of lines 3a through e ........ 930,337
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 2,355,850
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 1,359,610
    e Remaining amount distributed out of corpus 996,240
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,926,577
    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 ......     		1,926,577
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 144,362
    d Excess from 2020.... 785,975
    e Excess from 2021.... 996,240
    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).)
    PETER C FORSTER
    ELIZABETH D FORSTER
    CATHERINE FORSTER-CONNOLLY
    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
    APPLETREE INSTITUTE FOR EDUCATION INNOVATION
    415 MICHIGAN AVENUE NE
    WASHINGTON,DC20017     		N/A 501(C)(3) CHARITABLE 75,000
    ARCHBISHOP CARROLL HIGH SCHOOL
    4300 HAREWOOD ROAD NE
    WASHINGTON,DC20017     		N/A 501(C)(3) CHARITABLE 250,000
    ARTISTS IN MIDDLEBURG
    102 W WASHINGTON STREET
    MIDDLEBURG,VA20118     		N/A 501(C)(3) CHARITABLE 25,000
    AUSTIN COLLEGE
    900 NORTH GRAND AVE
    SHERMAN,TX75090     		N/A 501(C)(3) CHARITABLE 500,000
    BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		N/A 501(C)(3) CHARITABLE 150,000
    CATHOLIC CHARITIES ARCHDIOCESE OF WASHINGTON
    924 G STREET NW
    WASHINGTON,DC20001     		N/A 501(C)(3) CHARITABLE 25,000
    COMMUNITIES IN SCHOOL
    3121 SOUTH STREET NW
    WASHINGTON,DC20007     		N/A 501(C)(3) CHARITABLE 100,000
    COMMUNITY FOUNDATION OF JACKSON HOLE
    245 E SIMPSON AVE
    JACKSON,WY83001     		N/A 501(C)(3) CHARITABLE 16,000
    CYCLE CONNECT
    244 FIFTH AVENUE SUITE D222
    NEW YORK,NY10001     		N/A 501(C)(3) CHARITABLE 50,000
    ELIZABETH SETON HIGH SCHOOL
    5715 EMERSON ST
    BLADENSBURG,MD20710     		N/A 501(C)(3) CHARITABLE 130,000
    EVERGREEN CHRISTIAN SCHOOL
    21336 EVERGREEN MILLS RD
    LEESBURG,VA20175     		N/A 501(C)(3) CHARITABLE 80,000
    THE FULLER FOUNDATION
    135 NORTH OAKLAND AVE
    PASADENA,CA91182     		N/A 501(C)(3) CHARITABLE 20,000
    GRAND TETON NATIONAL PARK FOUNDATION
    25 S WILLOW STE 10
    JACKSON,WY83001     		N/A 501(C)(3) CHARITABLE 150,000
    HEALTHNETWORK FOUNDATION
    3550 LANDER ROAD SUITE 225
    PEPPER PIKE,OH44124     		N/A 501(C)(3) CHARITABLE 10,000
    METROPOLITAN CLUB PRESERVATION FOUNDATION
    1700 H STREET NW
    WASHINTON,DC20006     		N/A 501(C)(3) CHARITABLE 25,000
    NATIONAL CAPITAL AREA COUNCIL - BSA
    9190 ROCKVILLE PIKE
    BETHESDA,MD20814     		N/A 501(C)(3) CHARITABLE 125,000
    NATIONAL GALLERY OF ART
    2000 SOUTH CLUB DRIVE
    LANDOVER,MD20785     		N/A 501(C)(3) CHARITABLE 19,850
    NURTURING MINDS
    PO BOX 600617
    NEWTONVILLE,MA02460     		N/A 501(C)(3) CHARITABLE 150,000
    ORDER OF MALTA
    1730 M STREET NW SUITE 403
    WASHINGTON,DC20036     		N/A 501(C)(3) CHARITABLE 25,000
    READING PARTNERS
    3939 BENNING RD NE
    WASHINGTON,DC20019     		N/A 501(C)(3) CHARITABLE 10,000
    SHRINERS HOSPITAL BOSTON
    51 BLOSSOM ST
    BOSTON,MA02114     		N/A 501(C)(3) CHARITABLE 100,000
    THE FLINT HILL ANNUAL FUND
    3320 JERMANTOWN ROAD
    OAKTON,VA22124     		N/A 501(C)(3) CHARITABLE 80,000
    THE INTERNATIONAL FOUNDATION
    PO BOX 45960
    BALTIMORE,MD21297     		N/A 501(C)(3) CHARITABLE 40,000
    THE MEADOWBROOK SCHOOL OF WESTON
    10 FARM ROAD
    WESTON,MA02493     		N/A 501(C)(3) CHARITABLE 100,000
    WASHINGTON JESUIT ACADEMY
    900 VARNUM STREET NE
    WASHINGTON,DC20017     		N/A 501(C)(3) CHARITABLE 100,000
    Total .................................bullet 3a 2,355,850
    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 97,324  
    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 1,460,447  
    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 2,173,716 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,173,716
    (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 FORSTER-CONNOLLY FOUNDATION
    C/O PETER FORSTER
    Employer identification number

    46-5749133
    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 FORSTER-CONNOLLY FOUNDATION
    C/O PETER FORSTER         		Employer identification number
    46-5749133
    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
    PETER C FORSTER
     
    5291 PARTRIDGE LANE NW
     
    WASHINGTON, DC20016

    		$ 8,715


    (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.)
    (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 FORSTER-CONNOLLY FOUNDATION
    C/O PETER FORSTER         		Employer identification number

    46-5749133
    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
    THE FORSTER-CONNOLLY FOUNDATION
    C/O PETER FORSTER         		Employer identification number

    46-5749133
    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 FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 8,635 4,318   0

    TY 2021 AppliedToPriorYearElection
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Election:
    THE TAXPAYER IS ELECTING TO CARRYBACK CURRENT YEAR EXCESS QUALIFYING DISTRIBUTIONS TO TAX YEAR 2017 UNDER IRC REG. SEC. 53.4942(A)(3(D)(2).

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    PUBLICLY TRADED OTHER INVESTMENTS - (MUTUAL FUNDS, ETFS, ECT.) AT COST 20,679,226 26,919,933

    TY 2021 OtherDecreasesSchedule
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Description Amount
    MISCELLANEOUS PRIOR PERIOD ADJUSTMENT 36,834


    TY 2021 OtherExpensesSchedule
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2020 DC BRA-25 FILING FEE 80 0   0
    GALLERY MEMBERSHIP FEE 150 0   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 101,241 101,241   0


    TY 2021 TaxesSchedule
    Name:
    THE FORSTER-CONNOLLY FOUNDATION
     
    C/O PETER FORSTER
    EIN:
    46-5749133
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 8,034 8,034   0
    2020 FEDERAL EXTENSION PAYMENT - 990-PF 20,000 0   0