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
RIFKIN FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)5642 COVENTRY LANE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
FORT WAYNE, IN46804
A Employer identification number

31-1192429
B Telephone number (see instructions)

(260) 432-2233
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$8,997,791J 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... 168,657 133,297  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 118,315
b Gross sales price for all assets on line 6a 2,343,475
7 Capital gain net income (from Part IV, line 2)... 128,813
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).......   22,056  
12 Total. Add lines 1 through 11........ 286,972 284,166  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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 500      
c Other professional fees (attach schedule).... Click to see attachment 39,746 39,746    
17 Interest...............   423    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,439 1,664    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......   8    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,685 41,841   0
25 Contributions, gifts, grants paid....... 440,608 440,608
26 Total expenses and disbursements. Add lines 24 and 25 489,293 41,841   440,608
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -202,321
b Net investment income (if negative, enter -0-) 242,325
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............. 1,288,435 443,291 443,291
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)....... 3,271,897 Click to see attachment3,625,086 5,509,442
c Investments—corporate bonds (attach schedule)....... 187,025 Click to see attachment93,784 134,183
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 2,154,376 Click to see attachment2,514,430 2,910,875
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) 6,901,733 6,676,591 8,997,791
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........ -749,804 -1,276,560
27 Paid-in or capital surplus, or land, bldg., and equipment fund 5,442,432 5,625,731
28 Retained earnings, accumulated income, endowment, or other funds 2,209,105 2,327,420
29 Total net assets or fund balances (see instructions)..... 6,901,733 6,676,591
30 Total liabilities and net assets/fund balances (see instructions). 6,901,733 6,676,591
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
6,901,733
2
Enter amount from Part I, line 27a .....................
2
-202,321
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
-22,821
4
Add lines 1, 2, and 3 ..........................
4
6,676,591
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,676,591
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 AGCO CORP COM P 2020-11-20 2021-07-06
b AUTONATION INC COM P 2020-11-20 2021-07-06
c EAGLE MATLS INC P 2021-04-13 2021-07-06
d MODERNA INC COM P 2021-08-23 2021-12-15
e VICTORIAS SECRET ANDCO COM P 2020-11-20 2021-08-05
INVESCO EXCH TRADED FD TR II P 2017-12-08 2021-07-06
GEO GROUP INC NOTE 5.875% P 2017-01-11 2021-03-26
ALIGN TECHNOLOGY INCCOM P 2021-04-13 2021-07-06
AUTONATION INC COM P 2020-11-20 2021-11-18
FARMLAND PARTNERS INC COM P 2021-10-06 2021-10-06
MODERNA INC COM P 2021-10-05 2021-12-15
VICTORIAS SECRET ANDCO COM P 2021-04-13 2021-08-05
INVESCO EXCH TRADED FD TR II P 2020-04-27 2021-07-06
KNOT OFFSHORE PARTNERS LP P 2015-05-28 2021-07-06
APPLIED MATERIALS INC COM P 2021-01-22 2021-07-06
AUTONATION INC COM P 2021-09-02 2021-11-18
FIFTH THIRD BANCORP P 2020-11-20 2021-07-06
NEWELL BRANDS INC COM P 2020-11-20 2021-07-06
VOLKSWAGEN AG UNSPONADS P 2020-12-09 2021-07-06
MELLANOX TECHNOLOGIES LTD P 2018-05-21 2021-11-19
STARWOOD PPTY TR INCCOM P 2015-04-14 2021-07-06
APPLIED MATERIALS INC COM P 2021-02-22 2021-07-06
AUTOZONE INC COM P 2021-04-13 2021-06-18
FLOWSERVE CORP P 2020-11-20 2021-07-06
PULTE GROUP INC COM P 2020-11-20 2021-07-06
ZILLOW GROUP INC CL C CAP STK P 2021-08-23 2021-12-15
MELLANOX TECHNOLOGIES LTD P 2018-05-29 2021-11-19
APPLOVIN CORP COM CLA P 2021-10-05 2021-11-18
BEST BUY CO INC P 2020-11-20 2021-07-06
FORD MTR CO DEL COM P 2020-11-20 2021-07-06
PULTE GROUP INC COM P 2021-04-13 2021-07-06
AGNC INVT CORP COM P 2018-01-11 2021-02-22
PHILLIPS 66 COM P 2018-05-29 2021-01-26
ARK ETF TR GENOMIC REV ETF P 2020-10-28 2021-03-12
BROOKFIELD ASSET MGMT REINS PAR P 2021-06-28 2021-07-02
GENERAL ELECTRIC CO COM P 2020-11-20 2021-07-06
RENAISSANCE IPO ETF P 2020-12-03 2021-07-06
ALIGN TECHNOLOGY INCCOM P 2018-10-25 2021-07-06
PHILLIPS 66 COM P 2018-07-09 2021-01-26
ARK ETF TR GENOMIC REV ETF P 2020-11-05 2021-07-06
BROOKFIELD ASSET MGMT REINS PAR P 2021-06-28 2021-07-06
GRAVITY CO LTD P 2020-09-11 2021-02-22
SELECT SECTOR SPDR TR ENERGY P 2021-02-26 2021-07-06
ARBOR REALTY TRUST INC P 2018-08-07 2021-07-06
PHILLIPS 66 COM P 2019-01-02 2021-07-06
ARK ETF TR GENOMIC REV ETF P 2021-01-25 2021-07-06
BROOKFIELD RENEWABLE CORP CLASS A P 2021-01-25 2021-06-01
INVESCO EXCH TRADED FD TR II P 2020-12-31 2021-07-06
SELECT SECTOR SPDR TR FINANCIAL P 2021-03-12 2021-07-06
AT&T INC COM P 2019-11-11 2021-07-06
PHILLIPS 66 COM P 2019-06-06 2021-07-06
ARK ETF TR INNOVATION ETF P 2020-08-05 2021-03-12
BROOKFIELD RENEWABLE CORP CLASS A P 2021-02-22 2021-06-01
INVESCO EXCH TRADED FD TR II P 2021-01-25 2021-07-06
TRUIST FINL CORP COM P 2021-04-13 2021-07-06
AT&T INC COM P 2020-03-13 2021-07-06
PHILLIPS 66 COM P 2020-03-13 2021-07-06
ARK ETF TR INNOVATION ETF P 2020-10-28 2021-03-12
CALL Z 60 EXP P 2021-12-15 2021-12-16
ISHARES TR ISHS 5-10YR INVT P 2021-01-26 2021-02-22
UFP INDUSTRIES INC COM P 2021-04-13 2021-07-06
DIREXION SHS ETF TR FLIGHT TO SAFT P 2020-02-21 2021-02-22
PHILLIPS 66 COM P 2020-03-24 2021-07-06
ARK ETF TR INNOVATION ETF P 2020-11-05 2021-03-12
CROCS INC P 2021-08-23 2021-12-15
JANUS HENDERSON SHORT DURATION INCOM P 2020-06-25 2021-03-12
ULTRA CLEAN HOLDINGSINC P 2021-01-22 2021-07-06
FARMLAND PARTNERS INC COM P 2017-08-16 2021-10-06
RENAISSANCERE HLDGS LTD COM P 2019-09-10 2021-10-05
ARK ETF TR INNOVATION ETF P 2020-11-05 2021-07-06
DIREXION NASDAQ 100 EQUAL P 2021-03-12 2021-07-06
JANUS HENDERSON SHORT DURATION INCOM P 2020-06-25 2021-04-13
ULTRA CLEAN HOLDINGSINC P 2021-02-22 2021-07-06
FARMLAND PARTNERS INC COM P 2017-10-18 2021-10-06
RENAISSANCERE HLDGS LTD COM P 2020-08-24 2021-10-20
ARK ETF TR INNOVATION ETF P 2021-01-25 2021-07-06
DIREXION SHS ETF TR MOONSHOT P 2021-01-25 2021-07-06
KRANESHARES TR BOSERA MSCI CHINA A S P 2021-09-02 2021-12-15
UNITED MICR ELCTRNS ADR REP 5 ORD P 2021-01-22 2021-07-06
FREEPORT-MCMORAN INCCOM P 2017-08-16 2021-12-15
VIATRIS INC COM P 2017-03-31 2021-02-22
ARK ETF TR NEXT GNRTN INTER P 2021-01-25 2021-07-06
DIREXION SHS ETF TR MOONSHOT P 2021-01-25 2021-12-15
KRANESHARES TR CSI CHINA INTERNET ET P 2021-09-02 2021-12-15
VANECK VECTORS ETF TR OIL SVCS ETF P 2021-02-26 2021-07-06
HOLLYFRONTIER CORP HFC P 2018-10-25 2021-07-06
ZILLOW GROUP INC CL C CAP STK P 2020-06-03 2021-12-15
AT&T INC COM P 2020-10-28 2021-07-06
DR HORTON INC P 2021-08-23 2021-10-05
LOUISIANA-PACIFIC CORP COM P 2021-04-13 2021-07-06
VIATRIS INC COM P 2020-03-10 2021-02-22
HOLLYFRONTIER CORP HFC P 2020-05-08 2021-07-06
GEO GROUP INC NOTE 5.875% P 2016-10-04 2021-03-26
(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 12,770   9,178 3,592
b 19,310   11,952 7,358
c 48,662   49,154 -492
d 41,235   60,485 -19,250
e 25   11 14
18,569   15,658 2,911
7,000   7,041 -41
11,988   11,963 25
11,920   5,976 5,944
9   9  
27,490   33,473 -5,983
15   11 4
9,285   5,561 3,724
29,640   28,428 1,212
13,643   10,865 2,778
23,841   21,684 2,157
18,675   12,717 5,958
13,202   10,182 3,020
48,090   35,400 12,690
21,938   20,008 1,930
38,700   35,306 3,394
13,643   11,659 1,984
34,791   35,821 -1,030
15,605   13,226 2,379
21,482   17,460 4,022
17,657   28,868 -11,211
15,563   14,335 1,228
20,036   14,737 5,299
22,266   23,880 -1,614
21,693   13,103 8,590
26,852   26,927 -75
16,532   17,943 -1,411
7,215   11,715 -4,500
45,052   34,362 10,690
47   62 -15
25,665   19,509 6,156
32,382   32,160 222
11,988   4,486 7,502
14,430   22,477 -8,047
45,480   36,464 9,016
308   414 -106
13,571   10,485 3,086
56,402   49,970 6,432
35,119   22,815 12,304
8,447   8,818 -371
22,740   28,059 -5,319
21,351   29,248 -7,897
34,280   30,814 3,466
54,422   52,177 2,245
14,506   19,680 -5,174
8,447   8,539 -92
31,005   21,340 9,665
10,676   11,603 -927
34,280   33,240 1,040
16,405   17,777 -1,372
14,506   16,272 -1,766
21,117   12,257 8,860
31,005   23,805 7,200
    87 -87
30,329   30,752 -423
35,940   39,180 -3,240
23,895   25,950 -2,055
21,117   11,020 10,097
43,408   35,170 8,238
29,017   28,565 452
100,289   100,386 -97
15,117   13,026 2,091
25,597   24,917 680
14,032   18,755 -4,723
19,158   15,073 4,085
124,740   112,935 11,805
100,390   100,386 4
10,078   9,732 346
11,753   12,437 -684
14,758   17,460 -2,702
31,929   37,347 -5,418
26,559   30,832 -4,273
95,190   91,500 3,690
9,313   10,289 -976
18,013   7,347 10,666
977   913 64
37,712   42,242 -4,530
6,749   10,277 -3,528
39,481   52,935 -13,454
55,597   50,022 5,575
3,118   6,358 -3,240
11,771   12,525 -754
14,506   13,298 1,208
24,988   28,225 -3,237
33,939   38,206 -4,267
977   906 71
12,472   11,950 522
13,000   12,090 910
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       3,592
b       7,358
c       -492
d       -19,250
e       14
      2,911
      -41
      25
      5,944
       
      -5,983
      4
      3,724
      1,212
      2,778
      2,157
      5,958
      3,020
      12,690
      1,930
      3,394
      1,984
      -1,030
      2,379
      4,022
      -11,211
      1,228
      5,299
      -1,614
      8,590
      -75
      -1,411
      -4,500
      10,690
      -15
      6,156
      222
      7,502
      -8,047
      9,016
      -106
      3,086
      6,432
      12,304
      -371
      -5,319
      -7,897
      3,466
      2,245
      -5,174
      -92
      9,665
      -927
      1,040
      -1,372
      -1,766
      8,860
      7,200
      -87
      -423
      -3,240
      -2,055
      10,097
      8,238
      452
      -97
      2,091
      680
      -4,723
      4,085
      11,805
      4
      346
      -684
      -2,702
      -5,418
      -4,273
      3,690
      -976
      10,666
      64
      -4,530
      -3,528
      -13,454
      5,575
      -3,240
      -754
      1,208
      -3,237
      -4,267
      71
      522
      910
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 2 128,813
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 63,776
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 3,368
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 3,368
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,752
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,752
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 2,384
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,384 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletIN
    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 ofbulletJENNIFER L WILSON Telephone no.bullet (260) 432-2233

    Located atbullet5642 COVENTRY LANEFORT WAYNEIN ZIP+4bullet468047140
    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
     
     
    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
    RICHARD S RIFKIN TRUSTEE
    0.50     		0 0 0
    5642 COVENTRY LANE
    FORT WAYNE,IN46804
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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 N/A  
    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
    7,878,739
    b
    Average of monthly cash balances.......................
    1b
    479,645
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    8,358,384
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    8,358,384
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    125,376
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,233,008
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    411,650
    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
    411,650
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    3,368
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    3,368
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    408,282
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    408,282
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    408,282
    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 7 408,282
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018...... 69,486
    d From 2019...... 508,401
    e From 2020...... 977,575
    f Total of lines 3a through e ........ 1,555,462
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 440,608
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 408,282
    e Remaining amount distributed out of corpus 32,326
    5 Excess distributions carryover applied to 2021.    
    (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 1,587,788
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,587,788
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 69,486
    c Excess from 2019.... 508,401
    d Excess from 2020.... 977,575
    e Excess from 2021.... 32,326
    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).)
    DANIEL M RIFKIN
    RICHARD S RIFKIN
    MARTIN S RIFKIN
    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
    ALLIANCE FOR EATING DISORDERS
    AWARNESS INC
    1649 FORUM STE 2
    WEST PALM BEACH,FL33401     		  PC PROMOTES POSITIVE BODY IMAGE 20,000
    ALZHEIMER'S ASSOCIATION
    4618 E STATE BLVD
    FORT WAYNE,IN46815     		  PC SUPPORT & PROMOTES BRAIN HEALTH 5,000
    AUSTIN ATHLETIC SCHOLARSHIP PROGRAM
    6800 SPANISH OAKS BLVD
    AUSTIN,TX78738     		  PC ATHLETIC SCHOLARSHIP 1,500
    BIG BROTHERS BIG SISTERS OF NE IN
    1005 W RUDISILL BLVD
    FORT WAYNE,IN46807     		  PC MENTORING PROGRAMS TO CHILDREN 2,768
    BLESSINGS IN A BACKPACK
    111 EAST WAYNE STREET
    SUITE 555
    FORT WAYNE,IN46802     		  PC NUTRITIONAL NEEDS FOR CHILDREN 11,600
    BOYS & GIRLS CLUB OF FORT WAYNE
    2609 FAIRFIELD AVENUE
    FORT WAYNE,IN46807     		  PC EDUCATIONAL SUPPORT & HOT MEALS 5,000
    CANCER ALLIANCE OF HELP AND HOPE
    PO BOX 3292
    PALM BEACH,FL33480     		  PC ASSIST CANCER PATIENTS 18,650
    CONGREGATION ACHDUTH VESHOLOM
    5200 OLD MILL ROAD
    FORT WAYNE,IN46807     		  PC RELIGIOUS 12,040
    CONGREGATION BETH-EL ZEDECK
    600 W 70TH STREET
    INDIANAPOLIS,IN46260     		  PC RELIGIOUS 5,000
    FORT WAYNE BALLET INC
    300 E MAIN STREET
    FORT WAYNE,IN46802     		  PC QUALITY PERFORMANCES, DANCE EDUC 5,000
    FORT WAYNE JEWISH FEDERATION
    5200 OLD MILL ROAD
    FORT WAYNE,IN46807     		  PC RELIGIOUS 100,000
    FORT WAYNE PHILHARMONIC ORCHESTRA
    4901 FULLER DRIVE
    FORT WAYNE,IN46835     		  PC SUPPORT FOR CONCERTS PROGRAM 15,000
    FORT WAYNE RESCUE MISSION
    MINISTRIES INC
    404 E WASHINGTON BLVD
    FORT WAYNE,IN46802     		  PC ASSISTANCE FOR HOMELESS 500
    FORT WAYNE ZOOLOGICAL SOCIETY INC
    3411 SHERMAN STREET
    FORT WAYNE,IN46808     		  PC EDUCATIONAL INTERPRETER PROGRAM 30,000
    HEARING THE OVARIAN CANCER WHISPER
    360 CYPRESS DRIVE STE 4
    JUPITER,FL33469     		  PC RESEARCH IN OVARIAN CANCER 500
    IMEA FOUNDATION
    PO BOX 30558
    INDIANAPOLIS,IN46230     		  PC MUSIC EDUCATION 750
    INDIANA UNIVERSITY FOUNDATION
    1001 EAST 17TH STREET
    BLOOMINGTON,IN47408     		  PC IU GOLF COURSE CAPITAL PROJECT 50,000
    JUNIOR ACHIEVEMENT OF NORTHERN IN
    FOUNDATION INC
    550 E WALLEN ROAD
    FORT WAYNE,IN46825     		  SO III NFI FINANCIAL LITERACY LESSONS FOR KIDS 300
    JUPITER MEDICAL CENTER FOUNDATION
    1210 SOUTH OLD DIXIE HWY
    JUPITER,FL33458     		  PC HEALTH CARE TO JUPITER COMMUNITY 50,000
    LAKE GAGE HISTORICAL SOCIETY INC
    6850 W SOUTH LAKE GAGE DR
    ANGOLA,IN46703     		  PC EDUCATION & PRESERVATION 2,500
    MILFORD FOOD BANK
    PO BOX 116
    MILFORD,IN46542     		  PC SUPPLY FOOD 1,000
    ORLAND COMMUNITY VOLUNTEER FIRE
    DEPT INC
    4820 N SR 37
    ORLAND,IN46776     		  PC FIRE & RESCUE SERV NW STEUBEN CTY 500
    TEACH OUR CHILDREN FUND INC
    2510 E DUPONT ROAD
    FORT WAYNE,IN46825     		  PC EDUCATION LEARNING FOR DISADVANTAGED 15,000
    THE LITERACY ALLIANCE INC
    1005 W RUDISILL BLVD
    SUITE 307
    FORT WAYNE,IN46807     		  PC ACADEMIC SERVICES 20,000
    TROY CENTER
    1911 E BUSINESS 30
    COLUMBIA CITY,IN46725     		  PC EDUCATION 2,000
    TRUSTEES OF BOSTON UNIVERSITY
    595 COMMONWEALTH AVE
    SUITE 700
    BOSTON,MA02115     		  PC GLAUCOMA RESEARCH FUND 60,000
    TURNSTONE CTR FOR CHILDREN & ADULTS
    WITH DISABILITIES INC
    3320 NORTH CLINTON STREET
    FORT WAYNE,IN46805     		  PC SERVICES TO DISABLED INDIVIDUALS 2,500
    UNIVERSITY OF MIAMI
    PO BOX 016880
    MIAMI,FL33101     		  PC OPTHALMOLOGY ACADEMIC FUND 2,500
    ZETA BETA TAU FOUNDATION
    3905 VINCENNES ROAD
    SUITE 100
    INDIANAPOLIS,IN46268     		  PC ACADEMIC SCHOLARSHIP 1,000
    Total .................................bullet 3a 440,608
    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 ............     		    18 118,315  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSEC 121 GAIN (LOSS)     		        21,973
    bROYALTY INCOME         2
    cOTHER INCOME         81
    d           -22,056
    eENERGY TRANSFER LP 523000        
    fGENESIS ENERGY LP 523000        
    gGPB HOLDINGS II LP 523000        
    hSEALY INDUSTRIAL PARNTERS L 523000        
    iSUMMIT MIDSTREAM PARTNERS L 523000        
    12 Subtotal. Add columns (b), (d), and (e) ..   286,972  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    286,972
    (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:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DULIN WARD & DEWALD 500      

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    BOOK/1099 DIFFERENCE   PURCHASE       10,498     -10,498  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CCF HLDGS LLC SER B NOTE 144A    
    COLONY CAPITAL INC BOND    
    DIGITALBRIDGE GROUP INC BOND 1,791 2,061
    FLUIDIGM CORPORATION BOND 27,975 40,622
    GEO GROUP INC NOTE CALL    
    PHI INC ESCROW BOND    
    SPRINT CAP CORP MTN BE NOTE 64,018 91,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ATLASSIAN CORPORATION PLC COM 5,473 28,597
    PENTAIR PLC (PNR) 31,750 36,515
    RENAISSANCERE HLDGS LTD COM(RNR)    
    GARMIN LTD COM CHF10.00 (GRMN) 17,096 20,425
    MELLANOX TECHNOLOGIES LTD COM STK    
    GASLOG PARTNERS LP UNIT LTD PTNRP 61,097 51,120
    KNOT OFFSHORE PARTNERS LP COM 10,148 6,680
    AGCO CORP COM    
    AT&T INC COM    
    ABBOTT LABORATORIES(ABT) 48,405 112,592
    ABBVIE INC COM 41,390 81,240
    ADAMS DIVERSIFIED EQUITY FUND INC 38,866 58,230
    ALBEMARLE CORP COM 10,310 35,065
    ALIGN TECHNOLOGY INC COM 16,336 16,429
    ALTRIA GROUP INC 36,695 47,390
    AMAZON.COM INC (AMZN) 44,652 83,359
    AMEDISYS INC (AMED) 18,888 16,188
    ANTHEM INC (ANTM) 30,740 46,354
    APPLE INC COM 54,789 230,841
    APPLIED MATERIALS INC COM 5,829 7,868
    AUTONATION INC COM    
    BATH & BODY WORKS INC COM 30,542 55,832
    BERKSHIRE HATHAWAY INC COM 40,488 59,800
    BEST BUY CO INC COM    
    BOOKING HOLDINGS INC COM 54,835 59,981
    BROOKFIELD ASSET MGMT INC CL A LTD V 86,666 120,760
    CCF HLDGS LLC 144A 75,822  
    CADENCE DESIGN SYSTEMS INC COM 29,418 74,540
    CAMECO CORP COM NPV 39,028 65,430
    CIENA CORP (CIEN) 10,005 20,397
    COSTCO WHOLESALE CORP COM 57,665 113,540
    DIGITAL TURBINE INC(APPS) 20,995 30,495
    DIME CMNTY BANCSHARES INC COM 20,082 21,096
    DUKE ENERGY CORP NEW COM NEW 24,059 26,225
    DYNATRACE INC COM NEW (DT) 19,955 30,235
    ENERGY TRANSFER LP COM UT LTD PTN 276,249 82,300
    ERICSSON SPON ADR REP 1 CL B ORD 7,496 9,033
    FNB CORP COM 29,935 31,562
    FIFTH THIRD BANCORP(FITB)    
    FIORE GOLD INC COM NPV 12,795 10,925
    FIRST HORIZON CORPORATION COM 30,010 31,468
    FLOWSERVE CORP COM 3,306 3,060
    FORD MTR CO DEL COM (F) 4,367 10,385
    FREEPORT-MCMORAN INC COM    
    GENERAL ELECTRIC CO COM    
    GENESIS ENERGY L P UNIT LTD PARTN 216,098 52,479
    GENUINE PARTS CO COM 19,476 28,040
    GLOBAL PAYMENTS INC (GPN) 32,013 40,554
    GRAVITY CO LTD SPON ADS EA REP 1 ORD    
    GUGGENHEIM STRATEGIC OPPORTUN COM SB 13,697 18,320
    HAIN CELESTIAL GROUP INC(HAIN) 26,858 42,610
    HERITAGE COMM CORP COM 20,041 21,993
    HOLLYFRONTIER CORP (HFC)    
    HOME DEPOT INC (HD) 47,356 103,752
    HORIZON BANCORP INC COM 20,069 24,791
    INTERACTIVE BROKERS GROUP INC COM CL 15,992 23,826
    INTUITIVE SURGICAL INC(ISRG) 77,021 107,790
    KRAFT HEINZ CO COM (KHC) 13,603 17,950
    L BRANDS INC COM (LB)    
    LAM RESEARCH CORP COM 47,802 71,915
    LANDSTAR SYSTEM INC (LSTR) 17,265 26,853
    LEIDOS HOLDINGS INC COM 39,201 35,560
    LENNAR CORP COM 45,398 69,696
    LOCKHEED MARTIN CORP COM 70,786 88,852
    LOWES COMPANIES INC COM 41,365 51,696
    MANULIFE FINANCIAL CORP COM NPV 14,412 19,070
    MASTERCARD INCORPORATED CL A(MA) 69,095 107,796
    MICROSOFT CORP (MSFT) 86,127 252,240
    MOLINA HEALTHCARE INC(MOH) 31,205 47,712
    NAPCO SECURITY TECHNOLOGIES INC 21,583 49,980
    NEWELL BRANDS INC COM(NWL)    
    NEXTERA ENERGY INC COM 95,774 186,720
    NEXTERA ENERGY PARTNERS LP COM UNIT 43,412 168,800
    NVIDIA CORPORATION COM(NVDA) 51,967 352,932
    OCEANFIRST FINANCIAL CORP 9,988 11,322
    ON SEMICONDUCTOR CORP COM 22,727 33,960
    OWENS CORNING COM 14,202 18,100
    PAYPAL HLDGS INC COM(PYPL) 25,410 56,574
    PEOPLES BANCORP INC 20,012 21,567
    PERKINELMER INC COM 45,840 60,318
    PFIZER INC (PFE) 82,578 118,100
    PHILLIPS 66 COM (PSX)    
    PINNACLE FINANCIAL PARTNERS COM 15,987 28,650
    PROGRESSIVE CORP COM (PGR) 16,696 30,795
    PULTE GROUP INC COM    
    QUALCOMM INC (QCOM) 33,091 73,148
    RAYTHEON TECHNOLOGIES CORP 25,570 30,121
    RENEWABLE ENERGY GROUP INC(REGI) 22,798 21,220
    S&P GLOBAL INC COM(SPGI) 27,252 70,789
    SS&C TECHNOLOGIES HLDGS INC COM 18,771 40,990
    SEAGEN INC COM (SGEN) 15,081 15,460
    SERVICENOW INC COM 43,524 129,822
    SHYFT GROUP INC COM 9,568 14,739
    STERLING BANCORP(STL) 7,826 12,895
    SUMMIT MIDSTREAM PARTNERS LP COM 86,343 9,613
    TELEDYNE TECHNOLOGIES INC(TDY) 22,747 32,767
    TEXAS INSTRUMENTS INC COM 33,054 56,541
    TEXTRON INC (TXT) 12,566 38,600
    THE TRADE DESK INC COM CL A(TTD) 10,688 32,074
    THERMO FISHER SCIENTIFIC INC (TMO) 83,523 133,448
    TYSON FOODS INC 39,063 43,580
    UMPQUA HOLDINGS CORP 24,958 25,281
    UNITEDHEALTH GROUP INC(UNH) 78,885 200,856
    VIATRIS INC COM (VTRS)    
    VICTORIAS SECRET AND CO COM 8,960 14,774
    VISA INC (V) 59,965 108,355
    WASTE MANAGEMENT INC (WM) 22,371 33,381
    WEST PHARMACEUTICAL SERVICES INC 17,052 37,521
    WESTERN ASSET HIGH YIELD DEFIN COM 118,644 132,988
    ZILLOW GROUP INC CL C CAP STK(Z)    
    ZOETIS INC (ZTS) 25,548 73,209
    FARMLAND PARTNERS INC    
    VOLKSWAGEN AG UNSPON ADS    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FIDELITY ADVISOR INTL SMALL CAP CL I AT COST 44,359 59,230
    FIDELITY ADVISOR BIOTECHNOLOGY CL I AT COST 96,289 101,972
    KOPERNIK GLOBAL ALL CAP FUND INSTL AT COST 180,831 227,245
    GOLDMAN SACHS GQG PARTNERS INTL OPP AT COST 150,000 150,244
    GRIFFIN INSTL ACCESS REAL ESTATE FD AT COST 239,337 271,078
    ARK ETF TR INNOVATION ETF(ARKK) AT COST 14,939 9,459
    ARK ETF TR GENOMIC REV ETF (ARKG) AT COST 42,919 30,620
    ARK ETF TR NEXT GNRTN INTER (ARKW) AT COST 53,897 41,503
    GOLDMAN SACHS ETF TR INNOVAT EQ ETF AT COST 60,559 60,750
    DIREXION SHS ETF TR FLIGHT TO SAFT AT COST    
    INVESCO QQQ TR UNIT SER 1(QQQ) AT COST 19,924 32,624
    INVESCO EXCH TRADED FD TR II MSCI GB AT COST 5,561 9,274
    ISHARES TR EXPANDED TECH(IGV) AT COST 43,371 59,648
    ISHARES TR U.S. MED DVC ETF AT COST 32,120 32,925
    LISTED FUND TRUST ROUNDHILL BALL MET AT COST 16,755 15,180
    RENAISSANCE IPO ETF(IPO) AT COST    
    SCHWAB US DIVIDEND EQUITY ETF AT COST 108,540 121,245
    VANECK VECTORS ETF TR SEMICONDUCTOR AT COST 15,088 30,879
    VANGUARD SPECIALIZED FUNDS DIV APP AT COST 138,843 171,750
    FIRST TR EXCHANGE-TRADED FD AT COST 35,566 31,170
    FIRST TR EXCHANGE TRADED FD IV AT COST 408,889 399,920
    FIRST TRUST TCW OPP FIXED IN(FIXD) AT COST 49,155 53,215
    ISHARES TR ISHS 5-10YR INVT AT COST 30,752 29,635
    JANUS DETRIOT STR TR HENDERSON MTG AT COST 106,354 105,360
    JANUS HENDERSON SHORT DURATION AT COST    
    PIMCO ETF TRUST ENHANCED SHORT AT COST 101,597 101,560
    AGNC INVT CORP COM (AGNC) AT COST    
    AMERICAN TOWER CORP COM AT COST 32,947 43,875
    ARBOR REALTY TRUST INC COM (ABR) AT COST 4,567 18,320
    BLACKSTONE REAL ESTATE INCOME AT COST 206,484 333,186
    SEALY INDUSTRIAL PARTNERS LP CLASS R AT COST 100,000 111,528
    HANNON ARMSTRONG SUSTAINABLE AT COST 15,050 53,120
    INVITATION HOMES INC COM(INVH) AT COST 22,396 51,007
    STARWOOD PPTY TR INC COM (STWD) AT COST    
    FARMLAND PARTNERS INC COM AT COST 37,341 37,403
    GPB HOLDINGS II LP AT COST 100,000 115,950

    TY 2021 OtherExpensesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISC/OTHER EXPENSES   8    


    TY 2021 OtherIncreasesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Description Amount
    ADJUSTMENT TO COST BASIS -37,463
    PARTNERSHIP DISTRIBUTIONS 14,642


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FIDELITY INVESTMENT FEES 39,746 39,746    


    TY 2021 TaxesSchedule
    Name:
    RIFKIN FAMILY FOUNDATION
    EIN:
    31-1192429
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 639 1,664    
    EXCISE TAXES 7,800