TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
ARONSON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)15 SHATZELL AVENUE 62
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RHINECLIFF, NY12574

A Employer identification number

43-1616967

B Telephone number (see instructions)

(314) 290-3300

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$4,909,735J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	11		11
4	Dividends and interest from securities...	67,478		67,478
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		82,162
b	Gross sales price for all assets on line 6a 518,605
7	Capital gain net income (from Part IV, line 2)...			82,162
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).......		14,654	14,654
12	Total. Add lines 1 through 11........	164,305		164,305
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).......		5,000	2,500	2,500
c	Other professional fees (attach schedule)....		23,812	23,466	346
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,862	405	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		419	0	419
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	31,093		26,371	3,265
25	Contributions, gifts, grants paid.......	185,000			185,000
26	Total expenses and disbursements. Add lines 24 and 25	216,093		26,371	188,265
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-51,788
b	Net investment income (if negative, enter -0-)			137,934
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	12,382	20,222	20,222
	2	Savings and temporary cash investments.........	203,035	34,670	34,670
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	431,910	249,081	246,461
	b	Investments—corporate stock (attach schedule).......	1,896,907	2,242,774	4,346,990
	c	Investments—corporate bonds (attach schedule).......	93,473	94,011	95,176
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	738,139	666,216	166,216
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	3,375,846	3,306,974	4,909,735
	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 )	21,805	5,255
	23	Total liabilities (add lines 17 through 22).........	21,805	5,255
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	3,502,745	3,502,745
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	-148,704	-201,026
	29	Total net assets or fund balances (see instructions).....	3,354,041	3,301,719
	30	Total liabilities and net assets/fund balances (see instructions).	3,375,846	3,306,974

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

3,354,041

Enter amount from Part I, line 27a .....................

-51,788

Other increases not included in line 2 (itemize) bullet

509

Add lines 1, 2, and 3 ..........................

3,302,762

Decreases not included in line 2 (itemize) bullet

1,043

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

3,301,719

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
1 a	PUBLIC TRADED SECURITIES
b	CAPITAL GAINS DIVIDENDS	P
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	511,998	436,443	75,555
b	6,607		6,607
c
d
e

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			75,555
b			6,607
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	82,162
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 ...................		3

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 and enter “N/A" on line 1.
	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	1,917
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	1,917
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	1,743
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	1,743
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.......		9	174
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

Yes

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Yes

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

RUBINBROWN LLP Telephone no. bullet

(314) 290-3300

Located at bullet

1 NORTH BRENTWOODSAINT LOUISMO ZIP+4 bullet

63105

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JOSH ARONSON	TRUSTEE 1.00	0	0	0
15 SHATZELL AVENUE RHINECLIFF,NY12574	TRUSTEE 1.00	0	0	0
JONATHAN ARONSON	TRUSTEE 0.00	0	0	0
15 SHATZELL AVENUE RHINECLIFF,NY12574	TRUSTEE 0.00	0	0	0

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...................				0

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


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

4,291,957

Average of monthly cash balances.......................

158,416

Fair market value of all other assets (see instructions)................

202,178

Total (add lines 1a, b, and c).........................

4,652,551

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

4,652,551

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

69,788

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

4,582,763

Minimum investment return. Enter 5% (0.05) of line 5................

229,138

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.)

Minimum investment return from Part IX, line 6..................

229,138

Tax on investment income for 2021 from Part V, line 5.......

1,917

Income tax for 2021. (This does not include the tax from Part V.) ...

826

Add lines 2a and 2b............................

2,743

Distributable amount before adjustments. Subtract line 2c from line 1............

226,395

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

226,395

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

226,395

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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				226,395
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			178,862
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: $ 188,265
a Applied to 2020, but not more than line 2a			178,862
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.....				9,403
e Remaining amount distributed out of corpus	0
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	0
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 ..........				216,992
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 ......	0
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....

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 4942(j)(3) or4942(j)(5)

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	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
1887 FUND 1158 26TH ST STE 876 SANTA MONICA,CA90402		PC	GENERAL SUPPORT	1,000
18TH STREET ARTS CENTER 1639 18TH ST SANTA MONICA,CA90404		PC	GENERAL SUPPORT	10,000
AMERICAN JEWISH COMMITTEE 165 EAST 56TH STREET NEW YORK,NY10022		PC	GENERAL SUPPORT	1,000
CALIFORNIA INSTITUTE OF ARTS 24700 MCBEAN PKWY VALENCIA,CA91355		PC	GENERAL SUPPORT	10,000
CELEBRATE THE BEAT 3087 TEJON ST DENVER,CO80211		PC	GENERAL SUPPORT	250
COMMONWEAL PO BOX 316 BOLINAS,CA94924		PC	GENERAL SUPPORT	500
COUNCIL ON FOREIGN RELATIONS 58 EAST 68TH STREET NEW YORK,NY10065		PC	GENERAL SUPPORT	1,000
DAY ONE 175 N EUCLID AVE PASADENA,CA91101		PC	GENERAL SUPPORT	3,000
DOWNTOWN WOMENS CENTER 442 SAN PEDRO ST LOS ANGELES,CA90013		PC	GENERAL SUPPORT	1,000
ECOHEALTH NETWORK AT MISSOURI BOTANICAL GARDEN 4344 SHAW BLVD ST LOUIS,MO63110		PC	GENERAL SUPPORT	45,000
FOUNTAIN HOUSE 425 W 47TH ST NEW YORK,NY10036		PC	GENERAL SUPPORT	500
GARRISON INSTITUTE 14 MARYS WAY GARRISON,NY10524		PC	GENERAL SUPPORT	1,000
GOLDEN BRIDGE PO BOX 7488 BOULDER,CO80306		PC	GENERAL SUPPORT	2,500
GREAT PLAINS FOUNDATION 165 CAT ROCK LANE JUPITER,FL33458		PC	GENERAL SUPPORT	200
HARMONY PROJECT HUDSON 35 E 20TH ST NEW YORK,NY10003		PC	GENERAL SUPPORT	44,800
HUDSON RIVER MUSIC HALL PRODUCTION INC 210 MAIN ST HUDSON FALLS,NY12839		PC	GENERAL SUPPORT	300
INSTITUTE FOR AMERICAN POLICE REFORM INC 226 E GAY ST 56 LEBANON,TN37087		PC	GENERAL SUPPORT	5,000
IOWA RAPTOR PROJECT PO BOX 16 DECORAH,IA52101		PC	GENERAL SUPPORT	4,000
ISLAND PRESS 2000 M STREET N W SUITE 650 WASHINGTON,DC20036		PC	GENERAL SUPPORT	2,500
JEWISH COMMUNITY CENTER OF ORANGE COUNTY 1 FEDERATION WAY SUITE 200 IRVINE,CA92603		PC	GENERAL SUPPORT	1,000
JONAS SALK FOUNDATION 7459 HIGH AVENUE LA JOLLA,CA92037		PC	GENERAL SUPPORT	2,500
KID SPIRIT INC 77 STATE ST BROOKLYN,NY11201		PC	GENERAL SUPPORT	500
LA SENORA RESEARCH INSTITUTE 565 DRYAD RD SANTA MONICA,CA90402		PC	GENERAL SUPPORT	5,000
LOS ANGELES INSTITUTE FOR THE HUMANITIES 235 DOHENY MEMORIAL LIBRARY LOS ANGELES,CA90089		PC	GENERAL SUPPORT	1,300
MISSOURI BOTANICAL GARDEN 4344 SHAW BLVD ST LOUIS,MO63110		PC	GENERAL SUPPORT	10,000
NATIONAL GEOGRAPHIC 1145 17TH STREET NW WASHINGTON,DC20036		PC	GENERAL SUPPORT	1,000
PLANNED PARENTHOOD 26 BLEECKER STREET NEW YORK,NY10012		PC	GENERAL SUPPORT	500
ROCKY MOUNTAIN INSTITUTE 2490 JUNCTION PLACE SUITE 200 BOULDER,CO80301		PC	GENERAL SUPPORT	1,000
SAINT ANNE SCHOOL 32451 BEAR BRAND RD LAGUNA NIGUEL,CA92677		PC	GENERAL SUPPORT	1,000
SIMON WIESENTHAL CENTER 1399 S ROXBURY DRIVE LOS ANGELES,CA90035		PC	GENERAL SUPPORT	1,000
SOCIETY FOR ECOLOGICAL RESTORATION 1133 15TH STREET N W SUITE 300 WASHINGTON,DC20005		PC	GENERAL SUPPORT	2,500
TEMPLE EMMANUEL 12166 CONWAY RD ST LOUIS,MO63141		PC	GENERAL SUPPORT	1,000
UCSF HOUSECALLS 3333 CALIFORNIA ST SAN FRANCISCO,CA94118		PC	GENERAL SUPPORT	1,000
UPSTATE FILMS PO BOX 324 NEW YORK,NY12572		PC	GENERAL SUPPORT	1,150
VITAL VOICES GLOBAL PARTNERSHIP 1509 16TH ST NW WASHINGTON,DC20036		PC	GENERAL SUPPORT	5,000
WHITE HOUSE FELLOWS FOUNDATION 1800 MASSACHUSETTS AVE NW WASHINGTON,DC20036		PC	GENERAL SUPPORT	1,000
WISE TROPICS INC 4 SAINT GEORGE GLEN DR EAST SETAUKET,NY11733		PC	GENERAL SUPPORT	12,500
UC SAN DIEGO FOUNDATION 9500 GILMAN DRIVE MC 0940 LA JOLLA,CA92093		PC	GENERAL SUPPORT	2,500
Total ................................. 3a				185,000

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	11
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	82,162
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		164,305	0

13Total. Add line 12, columns (b), (d), and (e)..................

164,305

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEE	5,000	2,500		2,500

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Name of Bond	End of Year Book Value	End of Year Fair Market Value
AB BD FUND INC	15,695	15,173
ISHARES TR ISHARES CORE I 5 YEAR USD	51,630	50,430
ISHARES TR ISHARES PREFERRED AND INCOME SECURITIES ETF	26,686	29,573

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACCENTURE PLC	5,528	10,364
ADOBE INC	6,038	7,939
ADVANCED MICRO DEVIC	2,903	8,634
AIR PROD & CHEMICALS	641	913
ALPHABET INC CL A COMMON STOCK	9,782	11,588
ALPHABET INC CL C COMMON STOCK	3,880	8,681
AMAZON COM INC	16,762	30,009
AMGEN INC	4,602	4,949
ANSYS INC	794	1,203
ANTHEM INC	1,321	2,318
APPLE INC	23,905	54,159
ASTRAZENECA PLC IAM CO F SPONSORED ADR	1,944	2,563
ATHENE HOLDING LTD F	1,253	4,333
AVERY DENNISON CORP	1,524	2,382
BATH & BODY WKS INC	3,296	3,629
BEST BUY INC	2,748	3,759
BIOGEN INC	1,943	1,679
CABLE ONE INC	1,677	1,763
CADENCE DESIGN SYS	3,036	7,827
CASEYS GEN STORES	1,587	2,171
CERTARA INC	1,720	1,648
CINTAS CORP	1,805	2,659
CITIZENS FINL GROUP INC	2,635	2,835
COGNIZANT TECH SOLU CLASS A	2,552	4,347
COSTAR GROUP INC	1,388	1,581
CSX CORP	729	1,354
DANAHER CORP	2,148	4,606
DEXCOM INC	2,795	4,833
DOMINOS PIZZA INC	2,595	3,950
EBAY INC	3,078	5,786
FASTENAL CO	1,402	2,114
F5 NETWORKS INC	842	1,713
GILEAD SCIENCES INC	895	1,017
HERBALIFE NUTRITION LT F	1,575	2,087
HOME DEPOT	5,579	8,715
HP INC	2,114	4,294
IBM CORP	1,300	1,470
KYNDRYL HLDGS INC	52	36
LAM RESEARCH CORP	3,296	7,911
LENNAR CORP	478	1,394
LILLY ELI & CO	4,510	8,839
LOUISIANA PACIFIC CO	3,089	3,918
LOWES COS INC	2,931	5,170
LULULEMON ATHLETICA	1,961	3,132
MCAFEE CORP	3,340	3,946
META PLATFORMS INC	12,465	18,163
MICROSOFT CORP	24,254	49,775
MOLINA HEALTHCARE	1,736	4,453
NETFLIX INC	3,068	5,422
NRG ENERGY INC	2,731	2,671
NVIDIA CORP	2,706	12,941
PAYPAL HOLDINGS INCORPOR	5,779	9,429
RESMED INC	1,686	2,344
ROPER TECHNOLOGIES	938	1,476
ROYAL GOLD INC	719	736
RPM INTERNTNL	2,403	3,535
S&P GLOBAL INC	4,026	4,719
SKYWORKS SOLUTIONS	2,506	4,189
SPROUTS FARMERS MARK	2,315	3,562
STERLING BANCORP	788	903
SYNCHRONY FINL	3,354	3,201
SYNOVUS FINL CO	774	910
TARGET CORP	2,466	5,323
TERADATA CORP	3,151	2,718
TESLA INC	7,312	16,908
UBIQUITI INC	2,481	4,907
UNITEDHEALTH GROUP INC	4,190	8,034
YETI HOLDINGS INCORPORAT	1,187	994
ZEBRA TECHNOLOGIES	1,602	3,571
ISHARES CORE MSCI EMERGING ETF	51,837	52,617
ISHARES IBOXX INVT GRADE BOND ETF	72,128	72,488
ISHARE MSCI EAFE ETF	201,435	292,847
ISHARE MSCI EAFE GROWTH ETF	16,020	16,213
ISHARE MSCI EAFE SMALL ETF	56,968	68,193
ISHARE MSCI EMERGING MARKET	80,567	107,812
ISHARE MSCI USA MOMNTUM	160,058	183,638
ISHARES RUSSELL 2000 GROWTH ETF IV	28,952	27,547
SPDR S&P 500 VALUE ETF	234,756	378,084
VANGUARD SMALL CAP VALUE	12,666	30,047
DFA INTERNATIONAL VALUE I	15,345	15,017
DFA US LARGE CAP VALUE	62,121	64,014
DFA US SMALLCAP VALUE	33,741	58,195
ADOBE INC	26,655	56,706
AFLAC INCORPORATED	21,384	58,390
ALPHABET INC CL A COMMON STOCK	39,268	202,793
AMAZON COM INC	29,218	50,015
APPLE INC	28,757	71,028
AT&T INC	13,123	19,311
CHARLES SCHWAB CORP NEW	39,771	67,280
CHEVRON CORPORATION	22,122	35,205
CIGNA CORP	17,230	56,489
COMCAST CORP CL A	25,682	40,264
CONSTELLATION BRANDS INC	21,371	31,371
CORTEVA INC	4,755	6,288
COSTCO WHOLE SALE CORP - NEW	23,213	42,578
CUMMINS INC	23,750	21,814
CVS HEALTH CORPORATION	27,552	41,264
DNP SELECT INCOME	12,733	16,305
DOLLAR GENERAL CORPORATION	20,223	23,583
EBAY INC	20,380	26,600
ELI LILLY & CO	24,960	138,110
GENERAL DYNAMICS CORP	16,156	62,541
GRACO INC	6,618	72,558
HOME DEPOT	6,117	103,753
HONEYWELL INTL INC	29,328	62,553
JOHNSON & JOHNSON	18,303	51,321
JPMORGAN CHASE & CO	35,325	95,010
MICROSOFT CORP	44,284	201,792
NEXTERA ENERGY PARTNERS LP	18,762	21,100
NIKE INC	29,515	66,668
ORACLE CORPORATION	23,620	26,163
OTIS WORLDWIDE CORPORATION	8,975	31,258
PEPSICO INC	21,948	34,742
PRICE T ROWE ASSOCIATES	7,434	39,328
QUALCOMM INC	30,418	73,148
RAYTHEON TECHNOLOGIES	18,941	61,791
SELECT SECTOR SPDR FUND	35,843	45,305
SELECT SECTOR SPDR FUND SHS BEN CONSUMER DISCRETIONARY	31,792	81,776
THERMO FISCHER SCIENTIFIC	14,330	166,810
UNION PACIFIC CORP	20,635	25,193
UNITEDHEALTH GROUP INC CORP	9,612	87,875
ATLASSIAN CORPORATION PLC	18,918	28,597
MEDTRONIC PLC COM	37,834	51,725
INVESCO EXCHANGE TRADED FUND	21,559	23,525
AMERICAN TOWER CORPORATION REIT	23,156	29,250

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

ARONSON FOUNDATION

EIN:

43-1616967

US Government Securities - End of Year Book Value:

249,081

US Government Securities - End of Year Fair Market Value:

246,461

State & Local Government Securities - End of Year Book Value:

State & Local Government Securities - End of Year Fair Market Value:

- TIN:

TY 2021 OtherAssetsSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
AEA MEZZANINE FUND III LP	143,024	89,457	89,457
AEA MIDDLE MARKET DEBT FUND III	95,115	76,759	76,759
NANO PRECISION HOLDING COMPANY	500,000	500,000	0

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Amount
BASIS ADJUSTMENT	1,043

- TIN:

TY 2021 OtherExpensesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
WIRE FEE	35	0		35
OTHER MISC EXPENSES	384	0		384

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PARTNERSHIP INCOME - AEA MEZZANINE FUND III LP	7,226	7,226	7,226
PARTNERSHIP INCOME - AEA MDF III	7,428	7,428	7,428

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Amount
NON-DIVIDEND DISTRIBUTIONS	509

- TIN:

TY 2021 OtherLiabilitiesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Description	Beginning of Year - Book Value	End of Year - Book Value
OUTSTANDING CHECKS AT END OF YEAR	21,805	5,255

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEE	23,466	23,466		0
BANK FEE US BANK	346	0		346

- TIN:

TY 2021 TaxesSchedule

Name:

ARONSON FOUNDATION

EIN:

43-1616967

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	405	405		0
EXCISE TAXES PAID	1,457	0		0