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 07-01-2021 , and ending 06-30-2022
Name of foundation
EVALYN SADLIER JONES FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)P O BOX 11647
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BIRMINGHAM, AL35202
A Employer identification number

65-6156449
B Telephone number (see instructions)

(205) 820-3141
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$1,830,863J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 45,051 45,051  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 608,518
b Gross sales price for all assets on line 6a 1,968,460
7 Capital gain net income (from Part IV, line 2)... 608,518
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 653,569 653,569  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 33,993 27,195   6,799
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 1,000 0 0 1,000
c Other professional fees (attach schedule).... Click to see attachment 3,689 3,689   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,844 319   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 217     217
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,743 31,203 0 8,016
25 Contributions, gifts, grants paid....... 111,500 111,500
26 Total expenses and disbursements. Add lines 24 and 25 155,243 31,203 0 119,516
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 498,326
b Net investment income (if negative, enter -0-) 622,366
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 61,121 32,721 32,721
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
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).......... 1,241,206 Click to see attachment1,768,474 1,798,142
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) 1,302,327 1,801,195 1,830,863
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,302,327 1,801,195
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,302,327 1,801,195
30 Total liabilities and net assets/fund balances (see instructions). 1,302,327 1,801,195
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
1,302,327
2
Enter amount from Part I, line 27a .....................
2
498,326
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
542
4
Add lines 1, 2, and 3 ..........................
4
1,801,195
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,801,195
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 300. ISHARES TR   2020-05-22 2021-07-23
b 200. WASTE MGMT INC DEL COM   2016-03-07 2021-09-07
c 10. ALPHABET INC/CA   2019-03-07 2021-10-04
d 5. AMAZON COM INC   2016-03-07 2021-10-04
e 120. APPLE INC   2017-05-10 2021-10-04
50. FACEBOOK INC   2020-10-08 2021-10-04
20. FACEBOOK INC   2020-02-26 2021-10-04
90. INTUIT   2016-03-07 2021-10-04
90. MICROSOFT CORP COM   2016-03-07 2021-10-04
10. ALPHABET INC/CA   2017-05-10 2021-10-21
10. AMAZON COM INC   2016-03-07 2021-10-21
120. APPLE INC   2007-02-02 2021-10-21
60. MICROSOFT CORP COM   2016-03-07 2021-10-21
100. DISNEY WALT CO   2020-10-08 2021-12-07
100. DISNEY WALT CO   2021-10-21 2021-12-07
13. ALPHABET INC/CA   2017-08-30 2022-05-11
1. AMAZON COM INC   2016-03-07 2022-05-11
3004.291 AMERICAN BEACON FDS   2021-07-23 2022-05-11
1729.597 AMERICAN BEACON FDS   2021-04-09 2022-05-11
304. APPLE INC   2007-02-02 2022-05-11
926.82 BLACKROCK FDS   2021-09-07 2022-05-11
817. CVS HEALTH CORP   2020-09-03 2022-05-11
253. FACEBOOK INC   2020-02-26 2022-05-11
247. HOME DEPOT INC   2020-12-08 2022-05-11
180. INTUIT   2016-03-07 2022-05-11
700. ISHARES TR   2021-04-09 2022-05-11
200. ISHARES TR   2021-10-21 2022-05-11
400. ISHARES TR   2020-03-11 2022-05-11
1500. ISHARES TR   2020-05-12 2022-05-11
1000. ISHARES TR   2020-05-04 2022-05-11
2000. ISHARES TR   2021-12-07 2022-05-11
294. JPMORGAN CHASE & CO   2020-07-16 2022-05-11
271. MERCK & CO INC   2021-02-16 2022-05-11
150. MICROSOFT CORP COM   2016-03-07 2022-05-11
89. PACKAGING CORP AMER   2021-10-21 2022-05-11
100. PIONEER NAT RES CO   2021-04-09 2022-05-11
282. QUALCOMM INC   2020-05-22 2022-05-11
400. SPDR S&P 500 ETF TR   2013-01-29 2022-05-11
57. SALESFORCE COM INC   2021-01-12 2022-05-11
400. SELECT SECTOR SPDR TR   2016-03-07 2022-05-11
100. UNITED PARCEL SVC INC   2021-01-12 2022-05-11
248. VISA INC   2016-03-07 2022-05-11
139. WASTE MGMT INC DEL COM   2016-03-07 2022-05-11
2. AIR PRODS & CHEMS INC   2022-05-11 2022-06-22
12. ALLIANT ENERGY CORP   2022-05-11 2022-06-22
29. AMAZON COM INC   2016-03-07 2022-06-22
506.135 AMERICAN BEACON FDS   2021-04-09 2022-06-22
7. AMERICAN EXPRESS CO   2022-05-11 2022-06-22
12. AMPHENOL CORP NEW   2022-05-11 2022-06-22
7. APPLE INC   2007-02-02 2022-06-22
4. ARISTA NETWORKS INC   2022-05-11 2022-06-22
2. AUTODESK INC COM   2022-05-11 2022-06-22
9. BEST BUY INC   2022-05-11 2022-06-22
2. BLACKROCK INC   2022-05-11 2022-06-22
412.765 BLACKROCK FDS   2021-09-07 2022-06-22
10. BRISTOL MYERS SQUIBB CO   2022-05-11 2022-06-22
43. CVS HEALTH CORP   2019-03-05 2022-06-22
28. CHEVRON CORP   2022-05-11 2022-06-22
17. COCA-COLA CO/THE   2022-05-11 2022-06-22
114. COMCAST CORP NEW   2022-05-11 2022-06-22
7. CONOCOPHILLIPS   2022-05-11 2022-06-22
1. COSTCO WHOLESALE CORP NEW   2022-05-11 2022-06-22
3. CROWN CASTLE INTL CORP NEW   2022-05-11 2022-06-22
20. DOMINION ENERGY INC   2022-05-11 2022-06-22
3017.368 DOUBLELINE FDS TR   2022-05-12 2022-06-22
14. EXELON CORP   2022-05-11 2022-06-22
10. EXXON MOBIL CORP   2022-05-11 2022-06-22
9. FACEBOOK INC   2016-03-07 2022-06-22
10. FISERV INC COM   2022-05-11 2022-06-22
2. FLEETCOR TECHNOLOGIES INC   2022-05-11 2022-06-22
7. GALLAGHER ARTHUR J & CO   2022-05-11 2022-06-22
3. GENERAL DYNAMICS CORP   2022-05-11 2022-06-22
6. HERSHEY CO   2022-05-11 2022-06-22
3. HILTON WORLDWIDE HLDGS INC   2022-05-11 2022-06-22
10. HOME DEPOT INC   2012-01-25 2022-06-22
6. HONEYWELL INTL INC   2022-05-11 2022-06-22
4. HUBBELL INC   2022-05-11 2022-06-22
242. ISHARES TR   2022-05-11 2022-06-22
20. ISHARES TR   2021-10-04 2022-06-22
100. ISHARES TR   2021-04-09 2022-06-22
1823. ISHARES TR   2022-05-11 2022-06-22
448. ISHARES INC   2021-06-16 2022-06-22
10. JPMORGAN CHASE & CO   2012-03-13 2022-06-22
463.071 JPMORGAN TR I   2021-06-16 2022-06-22
2678.344 JOHCM FDS TR   2022-05-12 2022-06-22
9. JOHNSON & JOHNSON   2022-05-11 2022-06-22
16. LILLY ELI & CO   2022-05-11 2022-06-22
6. MASTERCARD INC   2022-05-11 2022-06-22
25. MERCK & CO INC   2019-04-22 2022-06-22
23. METLIFE INC COM   2022-05-11 2022-06-22
24. MICROSOFT CORP COM   2016-03-07 2022-06-22
16. MONDELEZ INTL INC   2022-05-11 2022-06-22
6. MONSTER BEVERAGE CORP   2022-05-11 2022-06-22
12. NEXTERA ENERGY INC   2022-05-11 2022-06-22
3. NVIDIA CORP   2022-05-11 2022-06-22
3. PACKAGING CORP AMER   2021-10-21 2022-06-22
6. PROCTER & GAMBLE CO   2022-05-11 2022-06-22
4. QUALCOMM INC   2020-04-01 2022-06-22
13. ROBERT HALF INTL INC   2022-05-11 2022-06-22
5. ROSS STORES INC   2022-05-11 2022-06-22
1. S&P GLOBAL INC   2022-05-11 2022-06-22
2. SBA COMMUNICATIONS CORP NEW   2022-05-11 2022-06-22
10. SALESFORCE COM INC   2021-01-12 2022-06-22
116. SYNCHRONY FINL   2022-05-11 2022-06-22
6. SYSCO CORP   2022-05-11 2022-06-22
17. TJX COMPANIES INC   2022-05-11 2022-06-22
10. TEXAS INSTRS INC   2022-05-11 2022-06-22
17. TRUIST FINL CORP   2022-05-11 2022-06-22
18. US BANCORP DEL   2022-05-11 2022-06-22
3. UNION PAC CORP   2022-05-11 2022-06-22
30. VERIZON COMMUNICATIONS COM   2022-05-11 2022-06-22
4. VERISK ANALYTICS INC   2022-05-11 2022-06-22
5. VISA INC   2016-03-07 2022-06-22
8. WALMART STORES INC COM   2022-05-11 2022-06-22
9. WASTE MGMT INC DEL COM   2016-03-07 2022-06-22
15. ZILLOW GROUP INC   2022-05-11 2022-06-22
5. ZOETIS INC   2022-05-11 2022-06-22
3. EVEREST RE GROUP LTD   2022-05-11 2022-06-22
13. CHUBB LIMITED COM   2022-05-11 2022-06-22
6. LYONDELLBASELL INDU-CL A   2022-05-11 2022-06-22
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(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 16,434   16,215 219
b 30,726   11,396 19,330
c 26,679   11,505 15,174
d 16,169   2,823 13,346
e 16,887   4,028 12,859
16,544   13,129 3,415
6,618   3,944 2,674
47,832   8,923 38,909
25,541   4,622 20,919
28,313   9,537 18,776
34,209   5,646 28,563
17,920   364 17,556
18,484   3,082 15,402
15,075   12,302 2,773
15,075   17,184 -2,109
29,860   12,309 17,551
2,123   565 1,558
36,112   35,000 1,112
20,790   19,735 1,055
44,913   923 43,990
12,864   13,059 -195
80,822   48,306 32,516
48,450   29,661 18,789
70,769   46,537 24,232
64,479   17,845 46,634
78,520   93,055 -14,535
22,434   26,529 -4,095
90,911   63,438 27,473
76,352   80,329 -3,977
61,780   51,470 10,310
123,559   149,661 -26,102
35,151   24,532 10,619
24,315   18,951 5,364
39,392   7,704 31,688
14,264   12,058 2,206
25,316   14,786 10,530
37,644   19,597 18,047
158,820   60,000 98,820
9,310   12,254 -2,944
37,040   21,536 15,504
17,910   16,222 1,688
49,016   17,898 31,118
22,032   7,920 14,112
482   469 13
668   707 -39
3,178   819 2,359
6,104   5,775 329
1,012   1,127 -115
760   828 -68
950   21 929
371   417 -46
338   364 -26
630   759 -129
1,221   1,215 6
5,750   5,816 -66
768   770 -2
3,939   2,362 1,577
4,155   4,617 -462
1,040   1,101 -61
4,433   4,576 -143
653   705 -52
461   492 -31
507   519 -12
1,516   1,683 -167
28,092   28,725 -633
586   675 -89
885   880 5
1,403   958 445
896   934 -38
426   458 -32
1,103   1,113 -10
652   686 -34
1,291   1,358 -67
336   410 -74
2,696   452 2,244
1,070   1,160 -90
691   766 -75
15,519   18,427 -2,908
3,351   4,443 -1,092
16,756   22,255 -5,499
49,530   53,487 -3,957
21,685   29,121 -7,436
1,154   399 755
11,271   12,017 -746
55,147   58,093 -2,946
1,589   1,594 -5
4,898   4,628 270
1,895   1,969 -74
2,237   1,734 503
1,424   1,492 -68
6,076   1,233 4,843
962   1,056 -94
544   516 28
897   854 43
492   508 -16
410   406 4
833   924 -91
490   260 230
1,045   1,237 -192
365   445 -80
326   329 -3
629   638 -9
1,679   2,150 -471
3,351   4,196 -845
472   509 -37
974   949 25
1,531   1,663 -132
802   811 -9
838   886 -48
628   676 -48
1,526   1,449 77
665   704 -39
970   361 609
968   1,186 -218
1,308   513 795
474   529 -55
824   808 16
816   843 -27
2,471   2,694 -223
525   653 -128
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
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      1,596
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      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
      1,596
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       219
b       19,330
c       15,174
d       13,346
e       12,859
      3,415
      2,674
      38,909
      20,919
      18,776
      28,563
      17,556
      15,402
      2,773
      -2,109
      17,551
      1,558
      1,112
      1,055
      43,990
      -195
      32,516
      18,789
      24,232
      46,634
      -14,535
      -4,095
      27,473
      -3,977
      10,310
      -26,102
      10,619
      5,364
      31,688
      2,206
      10,530
      18,047
      98,820
      -2,944
      15,504
      1,688
      31,118
      14,112
      13
      -39
      2,359
      329
      -115
      -68
      929
      -46
      -26
      -129
      6
      -66
      -2
      1,577
      -462
      -61
      -143
      -52
      -31
      -12
      -167
      -633
      -89
      5
      445
      -38
      -32
      -10
      -34
      -67
      -74
      2,244
      -90
      -75
      -2,908
      -1,092
      -5,499
      -3,957
      -7,436
      755
      -746
      -2,946
      -5
      270
      -74
      503
      -68
      4,843
      -94
      28
      43
      -16
      4
      -91
      230
      -192
      -80
      -3
      -9
      -471
      -845
      -37
      25
      -132
      -9
      -48
      -48
      77
      -39
      609
      -218
      795
      -55
      16
      -27
      -223
      -128
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 608,518
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 8,651
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 8,651
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,612
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,612
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 6,039
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 ofbulletREGIONS BANK TRUST DEPT Telephone no.bullet (205) 820-3141

    Located atbullet250 RIVERCHASE PARKWAY EASTBIRMINGHAMAL ZIP+4bullet35244
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    REGIONS BANK TRUSTEE
    1     		27,093    
    250 RIVERCHASE PARKWAY EAST
    BIRMINGHAM,AL35244
    JEFFREY JONES BOARD MEMBER
    1     		0    
    5318 ASHLEY PKWY
    SARASOTA,FL34241
    CAROLYN JONES EXECUTIVE DIRECTOR
    1     		6,900    
    5318 ASHLEY PKWY
    SARASOTA,FL34241
    JEREMIAH JONES BOARD MEMBER
    1     		0    
    3790 COUNTRYSIDE RD
    SARASOTA,FL34233
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,205,253
    b
    Average of monthly cash balances.......................
    1b
    50,653
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,255,906
    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
    2,255,906
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,839
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,222,067
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    111,103
    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
    111,103
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,651
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,651
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    102,452
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    102,452
    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
    102,452
    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 7 102,452
    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...... 0
    b From 2017...... 22,765
    c From 2018...... 9,063
    d From 2019...... 8,040
    e From 2020...... 7,497
    f Total of lines 3a through e ........ 47,365
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 119,516
    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..... 102,452
    e Remaining amount distributed out of corpus 17,064
    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 64,429
    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 ......     		64,429
    10 Analysis of line 9:
    a Excess from 2017.... 22,765
    b Excess from 2018.... 9,063
    c Excess from 2019.... 8,040
    d Excess from 2020.... 7,497
    e Excess from 2021.... 17,064
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    FAMILY PROMISE OF SOUTH SARASOTA COUNTY
    720 SHAMROCK BLVD
    Venice,FL34293     		NONE PC GENERAL OPERATING 20,000
    NEURO CHALLENGE FOUNDATION FOR PARKINSON
    722 APEX RD SUITE A
    Sarasota,FL34240     		NONE PC GENERAL OPERATING 10,000
    VAN WEZEL FOUNDATION
    777 NORTH TAMIAMI TRAIL
    SARASOTA,FL34236     		NONE PC SCHOOLTIME PERFORMANCES 1,000
    CHILDREN FIRST INC
    1723 NORTH ORANGE AVE
    SARASOTA,FL34234     		NONE PC GENERAL OPERATING 15,000
    CHILDREN'S GUARDIAN FUND
    PO BOX 49722
    SARASOTA,FL34230     		NONE PC GENERAL OPERATING 11,000
    EASTER SEALS OF SOUTHWEST FLORIDA
    350 BRADEN AVE
    SARASOTA,FL34243     		NONE PC GENERAL OPERATING 10,000
    THE HAVEN
    4405 DESOTO RD
    SARASOTA,FL34235     		NONE PC GENERAL OPERATING 9,500
    UNIDOS NOW INC
    1750 17TH ST BUILDING C2
    SARASOTA,FL34234     		NONE PC GENERAL OPERATING 5,000
    TAKE STOCK IN CHILDREN OF SARASOTA
    PO BOX 48186
    SARASOTA,FL34230     		NONE PC GENERAL OPERATING 10,000
    BIG BROTHERS BIG SISTERS OF THE SUN COAS
    1000 SOUTH TAMIAMI TRAIL SUITE C
    VENICE,FL34285     		NONE PC GENERAL OPERATING 15,000
    PINES OF SARASOTA FOUNDATION
    1501 N ORANGE AVE
    SARASOTA,FL342362631     		NONE PC GENERAL OPERATING 5,000
    Total .................................bullet 3a 111,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 608,518  
    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) ..   653,569  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    653,569
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 1,000     1,000

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    30303M102 FACEBOOK INC AT COST 1,917 2,903
    78462F103 SPDR S&P 500 ETF TR      
    02079K305 ALPHABET INC/CA AT COST 1,753 15,255
    02079K107 ALPHABET INC AT COST 11,556 10,937
    097023105 BOEING CO/THE      
    166764100 CHEVRON CORP NEW AT COST 11,212 9,845
    461202103 INTUIT      
    46625H100 JPMORGAN CHASE & CO AT COST 3,453 10,811
    594918104 MICROSOFT CORP AT COST 6,471 32,361
    92826C839 VISA INC AT COST 3,392 9,254
    037833100 APPLE INC AT COST 149 6,699
    81369Y704 SELECT SECTOR SPDR T      
    92939U106 WEC ENERGY GROUP INC      
    94106L109 WASTE MGMT INC DEL AT COST 2,963 7,955
    46434G103 ISHARES INC AT COST 153,774 136,191
    437076102 HOME DEPOT INC AT COST 1,942 11,794
    031162100 AMGEN INC      
    464287606 ISHARES S&P MIDCAP 4      
    464287622 ISHARES RUSSELL 1000      
    023135106 AMAZON COM INC AT COST 4,263 16,038
    126650100 CVS HEALTH CORP AT COST 7,691 12,972
    464287655 ISHARES TR AT COST 146,572 135,488
    532457108 LILLY ELI & CO AT COST 14,174 15,887
    375558103 GILEAD SCIENCES INC      
    464287614 ISHARES TR      
    00287Y109 ABBVIE INC      
    58933Y105 MERCK & CO INC NEW AT COST 14,150 18,599
    110122108 BRISTOL MYERS SQUIBB AT COST 5,699 5,698
    464287499 ISHARES TR AT COST 134,068 135,333
    539830109 LOCKHEED MARTIN CORP      
    46432F842 ISHARES TR      
    747525103 QUALCOMM INC AT COST 911 1,788
    20030N101 COMCAST CORP NEW AT COST 11,239 10,987
    969251750 WILLIAM BLAIR MACRO      
    464288646 ISHARES TR      
    46637K265 JPMORGAN TR I AT COST 104,403 108,468
    00203H859 AQR MANAGED FUTURES      
    SEE ATTACHED      
    024525669 AMERICAN BEACON FDS AT COST 50,953 53,404
    79466L302 SALESFORCE COM INC AT COST 7,095 5,446
    09258N570 BLACKROCK FDS AT COST 53,625 53,211
    911312106 UNITED PARCEL SVC IN      
    254687106 DISNEY WALT CO      
    723787107 PIONEER NAT RES CO      
    464287242 ISHARES TR      
    902973304 US BANCORP DEL AT COST 5,760 5,384
    92343V104 VERIZON COMMUNICATIO AT COST 9,271 9,744
    92345Y106 VERISK ANALYTICS INC AT COST 6,860 6,751
    H1467J104 CHUBB LTD AT COST 5,595 5,308
    009158106 AIR PRODS & CHEMS IN AT COST 6,571 6,733
    25746U109 DOMINION ENERGY INC AT COST 14,643 13,887
    31635T807 FIDELITY SALEM STR T AT COST 100,056 98,943
    363576109 GALLAGHER ARTHUR J & AT COST 6,044 6,196
    372460105 GENUINE PARTS CO AT COST 6,035 6,118
    59156R108 METLIFE INC AT COST 8,239 7,974
    67066G104 NVIDIA CORP AT COST 5,761 5,154
    742718109 PROCTER & GAMBLE CO AT COST 4,622 4,314
    G3223R108 EVEREST RE GROUP LTD AT COST 6,183 6,166
    018802108 ALLIANT ENERGY CORP AT COST 4,362 4,337
    443510607 HUBBELL INC AT COST 6,700 6,250
    46653M849 JOHCM FDS TR AT COST 140,067 132,253
    78410G104 SBA COMMUNICATIONS C AT COST 5,746 5,761
    883556102 THERMO FISHER SCIENT AT COST 6,852 7,063
    057071854 BAIRD FDS INC AT COST 100,007 98,986
    086516101 BEST BUY INC AT COST 5,062 3,911
    191216100 COCA-COLA CO/THE AT COST 8,097 7,864
    25159K705 DEUTSCHE DWS MKT TR AT COST 67,473 65,573
    30161N101 EXELON CORP AT COST 7,281 6,843
    337738108 FISERV INC COM AT COST 7,473 7,118
    339041105 FLEETCOR TECHNOLOGIE AT COST 7,557 6,934
    43300A203 HILTON WORLDWIDE HLD AT COST 5,464 4,458
    57636Q104 MASTERCARD INC AT COST 8,204 7,887
    61174X109 MONSTER BEVERAGE COR AT COST 6,620 7,138
    695156109 PACKAGING CORP AMER AT COST 4,471 4,538
    863667101 STRYKER CORP AT COST 10,450 9,549
    871829107 SYSCO CORP AT COST 4,330 4,320
    907818108 UNION PAC CORP AT COST 6,313 5,972
    931142103 WAL MART STORES INC AT COST 7,118 5,836
    N53745100 LYONDELLBASELL INDU- AT COST 8,385 6,734
    00206R102 AT&T INC AT COST 6,290 6,435
    032095101 AMPHENOL CORP NEW AT COST 6,834 6,374
    438516106 HONEYWELL INTL INC AT COST 10,636 9,560
    65339F101 NEXTERA ENERGY INC AT COST 5,335 5,810
    882508104 TEXAS INSTRS INC AT COST 13,967 12,907
    91324P102 UNITEDHEALTH GROUP I AT COST 7,361 7,704
    052769106 AUTODESK INC COM AT COST 3,826 3,611
    30212P303 EXPEDIA GROUP INC AT COST 4,962 3,509
    427866108 HERSHEY CO AT COST 14,483 13,770
    478160104 JOHNSON & JOHNSON AT COST 10,806 10,828
    609207105 MONDELEZ INTL INC AT COST 7,724 7,265
    872540109 TJX COS INC NEW AT COST 6,311 6,311
    025816109 AMERICAN EXPRESS CO AT COST 5,312 4,574
    09247X101 BLACKROCK INC AT COST 9,114 9,136
    17275R102 CISCO SYS INC AT COST 2,653 2,303
    22160K105 COSTCO WHOLESALE COR AT COST 9,840 9,586
    369550108 GENERAL DYNAMICS COR AT COST 6,401 6,195
    4812C0134 JPMORGAN TR II AT COST 42,021 42,078
    67103H107 O'REILLY AUTOMOTIVE AT COST 6,142 6,318
    770323103 ROBERT HALF INTL INC AT COST 8,376 6,590
    778296103 ROSS STORES INC AT COST 5,161 4,073
    78409V104 S&P GLOBAL INC AT COST 5,596 5,730
    89832Q109 TRUIST FINL CORP AT COST 5,724 5,692
    H84989104 TE CONNECTIVITY LTD AT COST 3,594 3,281
    20825C104 CONOCOPHILLIPS AT COST 17,324 15,447
    22822V101 CROWN CASTLE INTL CO AT COST 4,496 4,378
    30231G102 EXXON MOBIL CORP AT COST 11,004 10,705
    464288448 ISHARES TR AT COST 145,028 134,252
    98954M101 ZILLOW GROUP INC AT COST 2,998 2,704
    98978V103 ZOETIS INC AT COST 5,982 6,360
    040413106 ARISTA NETWORKS INC AT COST 4,273 3,843
    256163106 DOCUSIGN INC AT COST 1,803 1,492

    TY 2021 OtherExpensesSchedule
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WEBSITE EXPENSE 217 0   217


    TY 2021 OtherIncreasesSchedule
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Description Amount
    COST BASIS ADJ 542


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 3,689 3,689    


    TY 2021 TaxesSchedule
    Name:
    EVALYN SADLIER JONES FOUNDATION
    EIN:
    65-6156449
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 145 145   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,913 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,612 0   0
    FOREIGN TAXES ON NONQUALIFIED 174 174   0