Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE FRITZ AND MARY LEE DUDA FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)2801 WOODSIDE STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DALLAS, TX75204
A Employer identification number

43-6765664
B Telephone number (see instructions)

(972) 616-8777
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$28,373,792J 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) 2,000,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 493,608 465,051  
5a Gross rents............ 149 22  
b Net rental income or (loss) -429,526
6a Net gain or (loss) from sale of assets not on line 10 3,261,451
b Gross sales price for all assets on line 6a 16,421,585
7 Capital gain net income (from Part IV, line 2)... 3,116,689
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 215,250 140,341  
12 Total. Add lines 1 through 11........ 5,970,458 3,722,103  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,600 3,800   3,800
c Other professional fees (attach schedule).... Click to see attachment 16,250 0   16,250
17 Interest............... 2,650 1,480   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,940 4,616   0
19 Depreciation (attach schedule) and depletion... 56,066 56,066  
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 674,489 599,583   119
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 761,995 665,545   20,169
25 Contributions, gifts, grants paid....... 6,028,617 6,028,617
26 Total expenses and disbursements. Add lines 24 and 25 6,790,612 665,545   6,048,786
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -820,154
b Net investment income (if negative, enter -0-) 3,056,558
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............. 5,246,109 4,161,017 4,161,017
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)....... 931,022 Click to see attachment868,358 814,201
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).......... 19,527,189 Click to see attachment19,905,121 23,319,092
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment27,118 Click to see attachment79,482 Click to see attachment79,482
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 25,731,438 25,013,978 28,373,792
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) Click to see attachment0 Click to see attachment535
23 Total liabilities (add lines 17 through 22)......... 0 535
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 25,731,438 25,013,443
29 Total net assets or fund balances (see instructions)..... 25,731,438 25,013,443
30 Total liabilities and net assets/fund balances (see instructions). 25,731,438 25,013,978
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
25,731,438
2
Enter amount from Part I, line 27a .....................
2
-820,154
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
102,159
4
Add lines 1, 2, and 3 ..........................
4
25,013,443
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
25,013,443
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 CHARLES SCHWAB      
b CHARLES SCHWAB      
c TIFF MULTI ASSET FUND      
d FROM PASSTHROUGHS P    
e FROM PASSTHROUGHS P    
TIFF MULTI ASSET FUND      
GAIN ON DISPOSITION VIDA LONGEVITY FUND LP P    
LESS AMOUNT REPORTED AS UBTI FROM PASSTHROUGHS P    
SECTION 1256 FROM PASSTHROUGHS P    
LESS AMOUNT REPORTED AS UBTI FROM PASSTHROUGHS P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 4,495,667   3,638,300 857,367
b 4,962,235   4,334,803 627,432
c 6,130,376   5,140,867 989,509
d 12,911     12,911
e 554,436     554,436
55,138   46,148 8,990
99,010     99,010
    137,526 -137,526
    8 -8
    7,244 -7,244
111,812     111,812
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       857,367
b       627,432
c       989,509
d       12,911
e       554,436
      8,990
      99,010
      -137,526
      -8
      -7,244
      111,812
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 3,116,689
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 42,486
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 42,486
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 56,250
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 61,250
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 18,764
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet18,764 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletTX
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletNOT APPLICABLE
    14
    The books are in care ofbulletJAMES F DUDA Telephone no.bullet (972) 616-8777

    Located atbullet2801 WOODSIDE STREETDALLASTX ZIP+4bullet75204
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    FRITZ L DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    MARY L DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LEIGH A DUDA SCOTT TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LENDY D DUDA VAIL TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    FRITZ L DUDA JR TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    JAMES F DUDA TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75204
    LINDSEY DUDA COE TRUSTEE
    2.00     		0 0 0
    2801 WOODSIDE STREET
    DALLAS,TX75201
    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 NONE 0
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 NONE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    16,900,608
    b
    Average of monthly cash balances.......................
    1b
    6,062,142
    c
    Fair market value of all other assets (see instructions)................
    1c
    7,815,517
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,778,267
    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
    30,778,267
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    461,674
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    30,316,593
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,515,830
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,515,830
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    42,486
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    29,503
    c
    Add lines 2a and 2b............................
    2c
    71,989
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,443,841
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,443,841
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,443,841
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,443,841
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 193,649
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 6,048,786
    a Applied to 2020, but not more than line 2a 193,649
    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..... 1,443,841
    e Remaining amount distributed out of corpus 4,411,296
    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 4,411,296
    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 ......     		4,411,296
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 4,411,296
    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).)
    FRITZ L DUDA
    MARY L DUDA
    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
    A DIFFERENT BREED ANIMAL RESCUE
    15741 BIG HORN TRAIL
    FRISCO,TX75035     		  PC GENERAL SUPPORT 2,000
    ADVOCACY & CARING FOR CHILDREN
    100 23RD AVE S
    SEATTLE,WA98144     		  PC GENERAL SUPPORT 2,500
    BAYLOR SCOTT & WHITE DALLAS FOUNDATION
    3600 GASTON AVE BARNETT TOWER 100
    DALLAS,TX752461800     		  PC 2021 BOARD GIVING CAMPAIGN 10,000
    BELFRY MUSIC THEATRE FOUNDATION
    PO BOX 356
    WALWORTH,WI53184     		  PC GENERAL SUPPORT 5,500
    BISHOP BLANCHET HIGH SCHOOL
    8200 WALLINGFORD AVENUE NORTH
    SEATTLE,WA98103     		  PC GENERAL SUPPORT 5,000
    BISHOP DUNNE CATHOLIC SCHOOL
    3900 RUGGED DRIVE
    DALLAS,TX75224     		  PC NEW SECURITY CAMERA SYSTEM 128,817
    BON TON FARMS
    6911 BEXAR STREET
    DALLAS,TX75215     		  PC GENERAL SUPPORT 10,000
    BRAVE ONES FOUNDATION
    9151 ATLANTA AVE STE 8384
    HUNTINGTON BEACH,CA92615     		  PC GENERAL SUPPORT 2,500
    BRIAR CLIFF UNIVERSITY
    3303 REBECCA ST
    SIOUX CITY,IA51104     		  PC DORIS DURBEN SCHOLARSHIP 8,000
    BRIGHT BEGINNINGS INC
    3418 4TH ST SE
    WASHINGTON,DC20032     		  PC GENERAL SUPPORT 10,000
    CASA DE VIDA
    1290 MILL STREET
    RENO,NV89502     		  PC MOTHER'S DAY EVENT / GENERAL SUPPORT 10,000
    CATHOLIC CHARITIES OF DALLAS
    1421 W MOCKINGBIRD LN
    DALLAS,TX75247     		  PC GENERAL SUPPORT 750
    CHICAGO YACHT CLUB FOUNDATION
    400 EAST MONROE STREET
    CHICAGO,IL60603     		  PC 2021 CHICAGO REGATTA FUNDRAISER 5,000
    CHRIST THE KING CATHOLIC CHURCH
    8017 PRESTON ROAD
    DALLAS,TX75225     		  PC GENERAL SUPPORT 10,000
    CHRISTIAN COMMUNITY ACTION
    200 S MILL ST
    LEWISVILLE,TX75057     		  PC GENERAL SUPPORT 500
    COALITION TO ABOLISH SLAVERY & TRAFFICKING
    3580 WILSHIRE BLVD SUITE 900-37
    LOS ANGELES,CA90010     		  PC GENERAL SUPPORT 500
    COLUMBIA SAILING SCHOOL
    111 N LAKE SHORE DRIVE
    CHICAGO,IL60601     		  PC GENERAL SUPPORT 5,000
    COMMUNITY HOUSE WINNETKA
    620 LINCOLN AVE
    WINNETKA,IL60093     		  PC GENERAL SUPPORT 250
    CRISIS CENTER INC
    101 N MONTGOMERY ST
    GARY,IN46403     		  PC 2021 WINE FEST & AUCTION 1,000
    DEDMAN FOUNDATION INC
    PO BOX 1282
    FORT BENTON,MT59442     		  PC GENERAL SUPPORT 500
    DOUGLAS COUNTY 4-H LEADERS COUNCIL
    1325 WATERLOO LANE
    GARDNERVILLE,NV89410     		  PC DOUGLAS CLUCKERS 4-H POULTRY CLUB 500
    EDDY HOUSE
    888 WILLOW ST
    RENO,NV89502     		  PC GENERAL SUPPORT 2,500
    FELLOWSHIP OF CATHOLIC UNIVERSITY STUDENTS
    PO BOX 17408
    DENVER,CO80217     		  PC GENERAL SUPPORT 1,500
    GIVINGMAS INC
    PO BOX 140776
    DALLAS,TX75214     		  PC GENERAL SUPPORT 2,000
    HALO INITIATIVE FOR CATHOLIC EDUCATION
    PO BOX 830190
    RICHARDSON,TX75083     		  PC HALO 139 TUITION ASSISTANCE PROGRAM 100,000
    HELPING HANDS 4 KIDS
    16478 BEACH BLVD SUITE 276
    WESTMINSTER,CA92683     		  PC GENERAL SUPPORT 500
    HOLY NAMES ACADEMY
    728 21ST AVENUE E
    SEATTLE,WA98112     		  PC GENERAL SUPPORT 2,500
    HUMANE SOCIETY OF DALLAS COUNTY
    2719 MANOR WAY
    DALLAS,TX75235     		  PC GENERAL SUPPORT 750
    ICARE DOG RESCUE
    31441 SANTA MARGARITA PKWY STE A194
    RANCHO SANTA MARGARITA,CA92688     		  PC GENERAL SUPPORT 1,500
    ILYA ROBLE SHEA USA
    PO BOX 662
    EAST TROY,WI53120     		  PC GENERAL SUPPORT 10,000
    JESUIT COLLEGE PREPARATORY
    12345 INWOOD ROAD
    DALLAS,TX75244     		  PC PHONATHON F/B/O FRITZ AND ELISE DUDA SCHOLARSHIP FUND 5,000
    JUNIOR LEAGUE OF RENO
    190 W HUFFAKER LN
    RENO,NV89511     		  PC GENERAL SUPPORT 2,500
    KING COUNTY EXPLORER SEARCH
    PO BOX 1266
    NORTH BEND,WA98045     		  PC GENERAL SUPPORT 5,000
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL RD
    HARBOR SPRINGS,MI49740     		  PC GENERAL SUPPORT 250
    MARINE SCIENCES & SEAMANSHIP FOUNDATION
    3020 OLD RANCH PARKWAY SUITE 300
    SEAL BEACH,CA90740     		  PC 2021 GOVERNOR'S CUP 4,000
    MAYO CLINIC
    1216 SECOND STREET SW
    ROCHESTER,MN55902     		  PC GENERAL SUPPORT 50,000
    MD ANDERSON CANCER CENTER
    PO BOX 4486
    HOUSTON,TX77210     		  PC GENERAL SUPPORT 50,000
    METRO DALLAS HOMELESS ALLIANCE
    2816 SWISS AVE
    DALLAS,TX75204     		  PC GENERAL SUPPORT 1,500
    MISSIONARY SOCIETY OF SALESIAN SISTERS
    659 BELMONT AVE
    NORTH HALEDON,NJ07508     		  PC GENERAL SUPPORT 25,000
    NATIONAL PHILANTHROPIC TRUST
    165 TOWNSHIP LINE ROAD SUITE 1200
    JENKINTOWN,PA19046     		  PC BERAL FAMILY CHARITABLE TRUST, ACCT 181640 44,500
    NE SEATTLE LITTLE LEAGUE
    4616 25TH AVE NE 524
    SEATTLE,WA98105     		  PC GENERAL SUPPORT 2,500
    NEVADA BIG HORNS
    PO BOX 21393
    RENO,NV89515     		  PC GENERAL SUPPORT 1,000
    NORTH TEXAS FOOD BANK
    3677 MAPLESHADE LANE
    PLANO,TX75075     		  PC GENERAL SUPPORT 10,000
    NORTHERN NEVADA CHILDREN'S CANCER FOUNDATION
    3550 BARRON WAY 9A
    RENO,NV89511     		  PC GENERAL SUPPORT 500
    NORTHERN TEXAS PGA FOUNDATION
    17950 PRESTON RD SUITE 340
    DALLAS,TX75252     		  PC GENERAL SUPPORT 115,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		  PC #CATSGIVEBACK - MEDILL SCHOOL OF JOURNALISM 5,000
    NOTRE DAME SCHOOL
    2018 ALLEN STREET
    DALLAS,TX75204     		  PC 2 FULL YEAR SCHOLARSHIPS 20,500
    ORANGEWOOD FOUNDATION
    1575 E 17TH ST
    SANTA ANA,CA92705     		  PC GENERAL SUPPORT 1,500
    ORDER OF MALTA
    610 16TH STREET SUITE 410
    OAKLAND,CA94612     		  PC LOURDES PILGRIMAGE 3,600
    OUR LADY OF PERPETUAL HELP
    7625 CORTLAND AVE
    DALLAS,TX75235     		  PC INNOVATING THE SOCIAL STUDIES CURRICULUM GRANT 10,000
    PAW PRINTS IN THE SAND ANIMAL RESCUE
    220 NEWPORT CENTER DR 11-525
    NEWPORT BEACH,CA92660     		  PC GENERAL SUPPORT 1,000
    PAWS FOR PURPLE HEARTS
    PO BOX 1209
    MERRIFIELD,VA22116     		  PC GENERAL SUPPORT 1,000
    RAVEN HILL DISCOVERY CENTER
    4737 FULLER RD
    EAST JORDAN,MI49727     		  PC GENERAL SUPPORT 250
    RENOWN HEALTH FOUNDATION
    245 E LIBERTY
    RENO,NV89501     		  PC MUSIC AND MIRACLES 5,000
    RESULTS EDUCATIONAL FUND INC
    1101 15TH STREET NW
    WASHINGTON,DC20005     		  PC DALLAS EVENT - MARTIN WHITE 2,500
    SAINTS FAITH HOPE & CHARITY PARISH
    191 LINDEN STREET
    WINNETKA,IL60093     		  PC RELIGIOUS EDUCATION PROGRAM 750
    SANTA CLARA OF ASSISI CATHOLIC ACADEMY
    4550 W DAVIS ST
    DALLAS,TX75211     		  PC LIBRARY GRANT PROPOSAL 10,000
    SCOTTISH RITE HOSPITAL FOR CHILDREN
    2222 WELBORN STREET
    DALLAS,TX75219     		  PC GENERAL SUPPORT / RESTORATION PROJECT 50,000
    SOUPMOBILE INC
    2490 COOMBS STREET
    DALLAS,TX75215     		  PC GENERAL SUPPORT 500
    SPJST FOUNDATION INC
    PO BOX 100
    TEMPLE,TX76503     		  PC SPJST LODGE 1 RESTORATION PROJECT 50,000
    ST BRIDGET CATHOLIC CHURCH
    4900 NE 50TH STREET
    SEATTLE,WA98105     		  PC GENERAL SUPPORT 2,500
    ST MARY OF CARMEL CATHOLIC SCHOOL
    1716 SINGLETON BLVD
    DALLAS,TX75212     		  PC ELA TEXTBOOKS 18,000
    ST MATTHIAS ELEMENTARY SCHOOL
    4910 N CLAREMONT AVE
    CHICAGO,IL60625     		  PC GENERAL SUPPORT 1,000
    ST MONICA CATHOLIC SCHOOL
    9933 MIDWAY RD
    DALLAS,TX75220     		  PC GENERAL SUPPORT 6,500
    ST PHILIP & ST AUGUSTINE CATHOLIC ACADEMY
    8151 MILITARY PARKWAY
    DALLAS,TX75227     		  PC CLASSROOM FLEXIBLE SEATING GRANT 15,000
    ST RITA CATHOLIC COMMUNITY
    12521 INWOOD RD
    DALLAS,TX75244     		  PC STEWARDSHIP CAMPAIGN 10,000
    ST THOMAS THE APOSTLE SCHOOL
    5467 S WOODLAWN AVENUE
    CHICAGO,IL60615     		  PC STARRY NIGHT SPONSORSHIP 1,500
    TEXAS HISTORICAL FOUNDATION
    PO BOX 50314
    AUSTIN,TX78763     		  PC GENERAL SUPPORT 13,200
    THE FLATWATER FOUNDATION
    3575 FAR WEST BLVD SUITE 29810
    AUSTIN,TX78731     		  PC GENERAL SUPPORT 500
    THE IRELAND FUND
    5720 LBJ FREEWAY SUITE 455
    DALLAS,TX75240     		  PC GENERAL SUPPORT 10,000
    THE LAWRENCE SCHOOL
    PO BOX 6126
    LAWRENCEVILLE,NJ08648     		  PC ATHLETICS 10,000
    TUNNEL TO TOWERS FOUNDATION
    2361 HYLAN BLVD
    STATEN ISLAND,NY10306     		  PC GENERAL SUPPORT 1,500
    UC HASTINGS COLLEGE OF THE LAW
    200 MCALLISTER STREET
    SAN FRANCISCO,CA94102     		  PC MARY KAY KANE ENDOWED PROFESSORSHIP 10,000
    UCLA FOUNDATION
    PO BOX 7145
    PASADENA,CA91109     		  PC UCLA HEALTH PRESIDENT'S STRATEGIC FUND #62613C 20,000
    UNITED SERVICE ORGANIZATIONS
    PO BOX 96860
    WASHINGTON,DC20077     		  PC GENERAL SUPPORT 500
    UNIVERSITY OF NOTRE DAME
    107 CAROLE SANDNER HALL
    NOTRE DAME,IN46556     		  PC ACE SERVICE THROUGH TEACHING PROGRAM 65,000
    UNIVERSITY OF NOTRE DAME
    1251 N EDDY ST
    SOUTH BEND,IN46617     		  PC NOTRE DAME ENDOWMENT / GENERAL SUPPORT 5,000,000
    UNIVERSITY OF ST ANDREWS AMERICAN FOUNDATION
    1201 W PEACHTREE STREET
    ATLANTA,GA30309     		  PC GENERAL SUPPORT 10,000
    UNR FOUNDATION
    MAIL STOP 0162
    RENO,NV89557     		  PC GENERAL SUPPORT 5,000
    UPLIFT EDUCATION
    3000 PEGASUS PARK DR BLDG 2
    DALLAS,TX75247     		  PC GENERAL SUPPORT 2,500
    URSULINE ACADEMY OF DALLAS FOUNDATION
    4900 WALNUT HILL LANE
    DALLAS,TX75229     		  PC LIVE AUCTION / GENERAL SUPPORT 5,000
    VILLA ACADEMY
    5001 NE 50TH STREET
    SEATTLE,WA98105     		  PC GENERAL SUPPORT 2,500
    WATCHTOWER BIBLE AND TRACT SOCIETY
    900 RED MILLS ROAD
    WALLKILL,NY12589     		  PC GENERAL SUPPORT 500
    Total .................................bullet 3a 6,028,617
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property..... 525990 -429,548 16 22  
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 144,762 18 3,116,689  
    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) .. -215,833 3,756,616 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,540,783
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION
    Employer identification number

    43-6765664
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number
    43-6765664
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    MICHAEL C DUDA ESTATE
    2801 WOODSIDE STREET
     
    DALLAS, TX75204

    		$ 2,000,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number

    43-6765664
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE FRITZ AND MARY LEE DUDA FAMILY
    FOUNDATION         		Employer identification number

    43-6765664
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 7,600 3,800   3,800

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount
    NONE 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LBA REALTY FUND III, INC 761,769 705,927
    GSO CAPITAL SOLUTIONS FUND II (C CORP) 106,589 108,274

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CONGRUENT CREDIT OPP FUND III AT COST 192,299 331,348
    CORRUM CAPITAL AVIATION PARTNERS AT COST 369,184 1,109,656
    CRESTLINE SPECIALTY LENDING (CAYMAN C) FUND AT COST 230,386 251,261
    GSO CAPITAL SOLUTIONS FUND II AT COST 21,165 0
    MERIT ENERGY PARTNERS H, LP AT COST 612,555 552,131
    MERIT ENERGY PARTNERS I, LP AT COST 416,935 416,640
    NB-ATHYRIUM OPPORTUNITIES FUND III LP AT COST 1,764,273 1,704,609
    NGP NATURAL RESOURCES XI LP AT COST 92,931 384,872
    OHA EUROPEAN CREDIT FUND AT COST 0 143,801
    SPRINGBOK ENERGY FEEDER FUND AT COST 2,391 0
    STRATEGIC PARTNERS VIII LP AT COST 1,126,465 1,893,962
    CHARLES SCHWAB AT COST 14,584,888 16,140,415
    CORRUM CAPITAL AVIATION PARTNERS I-B AT COST 159,397 0
    ICAPITAL-BTAS VII OFFSHORE ACCESS FUND, LP AT COST 332,252 390,397

    TY 2021 OtherAssetsSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    DISTRIBUTION RECEIVABLE 27,103 27,738 27,738
    ACCOUNTS RECEIVABLE 15 51,744 51,744


    TY 2021 OtherExpensesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CASH CONTRIBUTIONS FROM PASSTHROUGHS 119 0   119
    SEC 743(B) NEGATIVE ADJS FROM PASSTHROUGHS 1,550 0   0
    OTHER DEDUCTIONS FROM PASSTHROUGHS 176,986 106,592   0
    MANAGEMENT FEES 63,316 63,316   0
    MEALS & ENTERTAINMENT 551 0   0
    NONDEDUCTIBLE EXPENSE FROM PASSTHROUGHS 2,292 0   0
    OTHER NET RENTAL INCOME FROM PASSTHROUGHS 429,675 429,675   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    INVESTMENT INCOME FROM PARTNERSHIPS 67,971 31,681 67,971
    ORDINARY INCOME/LOSS FROM PASSTHROUGH 53,701 25,832 53,701
    ROYALTY INCOME 93,578 82,828 93,578


    TY 2021 OtherIncreasesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Amount
    BOOK/TAX DIFFERENCES-OTHER 12,013
    FEDERAL EXCISE TAX REFUND 10,792
    PRIOR PERIOD ADJUSTMENT 79,354


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Description Beginning of Year - Book Value End of Year - Book Value
    INVESTMENT IN TAVIK INDUSTRIES LLC 0 535


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CONSULTING 16,250 0   16,250


    TY 2021 SubstantialContributorsSch
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Name Address
    MICHAEL C DUDA ESTATE
          		2801 WOODSIDE STREET
    DALLAS,TX75204


    TY 2021 TaxesSchedule
    Name:
    THE FRITZ AND MARY LEE DUDA FAMILY
     
    FOUNDATION
    EIN:
    43-6765664
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,940 4,616   0