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 03-01-2021 , and ending 02-28-2022
Name of foundation
ANNA M HEWITT
 
Number and street (or P.O. box number if mail is not delivered to street address)THE NORTHERN TRUST COMPANY
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PO BOX CHICAGO, IL60680
A Employer identification number

36-6867623
B Telephone number (see instructions)

(312) 630-6000
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$4,681,736
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 132,720 132,216  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 233,363
b Gross sales price for all assets on line 6a 641,374
7 Capital gain net income (from Part IV, line 2)... 233,363
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 94    
12 Total. Add lines 1 through 11........ 366,177 365,579  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 55,074 17,575   37,499
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... 2,500 1,250 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 3,150 2,505   145
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 166 26   140
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 60,890 21,356 0 39,034
25 Contributions, gifts, grants paid....... 380,913 380,913
26 Total expenses and disbursements. Add lines 24 and 25 441,803 21,356 0 419,947
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -75,626
b Net investment income (if negative, enter -0-) 344,223
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 75,626 2,884 2,884
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,010,902 Click to see attachment2,059,683 2,908,433
c Investments—corporate bonds (attach schedule)....... 1,700,341 Click to see attachment1,705,842 1,670,152
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 151,241 Click to see attachment93,587 100,267
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,938,110 3,861,996 4,681,736
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,938,110 3,861,996
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,938,110 3,861,996
30 Total liabilities and net assets/fund balances (see instructions). 3,938,110 3,861,996
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
3,938,110
2
Enter amount from Part I, line 27a .....................
2
-75,626
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,862,484
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
488
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,861,996
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 90. AT&T INC   2020-01-14 2021-09-10
b 10. AT&T INC   2020-01-14 2021-10-19
c 36. AT&T INC   2020-01-14 2021-12-23
d 51. AT&T INC   2020-01-14 2022-01-13
e 3. ABBOTT LABORATORIES   2021-09-10 2021-10-19
9. ABBOTT LABORATORIES   2021-09-10 2021-12-23
3. ABBVIE INC COM USD0.01   2020-08-06 2021-10-19
11. ABBVIE INC COM USD0.01   2020-08-06 2021-12-23
10. ABBVIE INC COM USD0.01   2020-08-06 2022-01-13
10. ACTIVISION BLIZZARD INC COM STK   2020-04-30 2021-12-23
18. ALTRIA GROUP INC   2017-12-22 2021-12-23
3. AMERICAN EXPRESS CO   2021-09-10 2021-12-23
3. AMGEN INC   2020-11-02 2021-12-23
14. ANTERO MIDSTREAM CORPORATION COM USD1.00   2021-09-10 2021-10-19
51. ANTERO MIDSTREAM CORPORATION COM USD1.00   2021-09-10 2021-12-23
42. APPLE COMPUTER INC   2020-08-04 2021-09-10
10. APPLE COMPUTER INC   2018-12-03 2021-10-19
34. APPLE COMPUTER INC   2018-12-03 2021-12-23
53. APPLE COMPUTER INC   2018-12-03 2022-01-13
20. BK AMER CORP COM   2019-01-17 2021-12-23
3. BATH & BODY WORKS INC COM USD0.5 WI   2021-09-10 2021-12-23
28. BATH & BODY WORKS INC COM USD0.5 WI   2021-09-10 2022-01-13
2. BEST BUY INC   2020-08-06 2021-12-23
17. BEST BUY INC   2020-08-06 2022-01-13
12. H & R BLOCK INC   2018-12-03 2021-12-23
1. BROADCOM INC COM   2019-08-22 2021-09-10
4. BROADCOM INC COM   2020-11-02 2021-12-23
12. BROADCOM INC COM   2019-08-22 2022-01-13
6. #REORG/ CDK GLOBAL CASH MERGER 07-11-2022   2021-09-10 2021-12-23
44. CAMPBELL SOUP CO   2020-04-30 2021-09-10
3. CAMPBELL SOUP CO   2020-11-02 2021-09-10
4. CARDINAL HEALTH INC   2016-08-05 2021-10-19
4. CARDINAL HEALTH INC   2016-08-05 2021-12-23
2. CERNER CORP   2021-09-10 2021-10-19
9. CERNER CORP   2021-09-10 2021-12-23
32. CERNER CORP   2021-09-10 2022-01-13
7. CHEMOURS CO COM   2020-11-02 2021-12-23
29. CHEMOURS CO COM   2020-08-06 2022-01-13
3. CHEVRONTEXACO CORP   2020-11-02 2021-09-10
117. CHEVRONTEXACO CORP   2019-10-02 2021-09-10
15. CISCO SYS INC   2018-12-03 2021-12-23
12. CITIGROUP INC COM NEW COM NEW   2019-10-02 2021-12-23
10. CITIZENS FINL GROUP INC COM   2020-11-02 2021-12-23
107. CITIZENS FINL GROUP INC COM   2020-04-30 2022-01-13
1. CLOROX CO   2018-12-03 2021-12-23
4. COMCAST CORP NEW CL A   2020-01-14 2021-12-23
5. COMERICA INC   2021-02-24 2021-12-23
60. COMERICA INC   2021-02-24 2022-01-13
5. CONTINENTAL RES INC COM   2021-09-10 2021-12-23
22. #REORG/CORESITE RLTY CASH MERGER 12-28-2021   2020-01-14 2021-12-29
49. #REORG/CORELOGIC INC CASH MERGER 06-04-2021   2020-08-06 2021-06-04
19. CUBESMART   2021-02-24 2021-10-19
10. CUBESMART   2021-02-24 2021-12-23
129. CUBESMART   2021-02-24 2022-01-13
2. CUMMINS ENGINE INC   2021-02-24 2021-12-23
19. DIGITAL RLTY TR INC COM   2020-08-06 2021-09-10
3. DOW INC COM USD0.01 WI   2019-08-22 2021-10-19
13. DOW INC COM USD0.01 WI   2020-11-02 2021-12-23
24. DOW INC COM USD0.01 WI   2019-08-22 2022-01-13
2. EBAY INC   2020-08-06 2021-10-19
6. EBAY INC   2020-08-06 2021-12-23
67. EBAY INC   2020-08-06 2022-01-13
2. META PLATFORMS INC   2021-09-10 2021-12-23
3. META PLATFORMS INC   2021-09-10 2022-01-13
4. FORTIVE CORP COM MON STOCK   2021-09-10 2021-12-23
8. FREEPORT MCMORAN C & G CL B COM STK   2021-09-10 2021-12-23
3. GAMING & LEISURE PPTYS INC COM   2019-04-01 2021-12-23
143. GAMING & LEISURE PPTYS INC COM   2020-12-24 2022-01-13
5. GENERAL MILLS INC   2020-11-02 2021-12-23
10. HP INC COM   2018-12-03 2021-12-23
27. HP INC COM   2019-04-01 2022-01-13
1. HERSHEY FOODS CORP   2020-04-30 2021-12-23
2. HOME DEPOT INC   2018-12-03 2021-09-10
5. HOME DEPOT INC   2020-11-02 2021-12-23
5. INTERPUBLIC GROUP COS INC   2018-10-22 2021-10-19
18. INTERPUBLIC GROUP COS INC   2018-10-22 2021-12-23
31. INTERPUBLIC GROUP COS INC   2018-12-03 2022-01-13
3. IRON MTN INC NEW COM   2019-04-01 2021-10-19
10. IRON MTN INC NEW COM   2019-04-01 2021-12-23
7. J P MORGAN CHASE & CO   2020-11-02 2021-12-23
7. JOHNSON & JOHNSON   2020-04-30 2021-10-19
12. JOHNSON & JOHNSON   2019-04-01 2021-12-23
21. JOHNSON & JOHNSON   2019-04-01 2022-01-13
1. KLA-TENCOR CORP   2018-12-03 2021-12-23
2. KIMBERLY CLARK CORP   2020-11-02 2021-12-23
2. LAM RESEARCH CORP   2019-04-01 2021-12-23
5. LAMAR ADVERTISING CO NEW CL A CL A   2018-12-03 2021-12-23
22. LENNAR CORP CL B CL B   2020-08-06 2021-09-10
46. LENNAR CORP CL B CL B   2020-08-06 2021-09-13
2. ELI LILLY & CO   2020-04-30 2021-12-23
1. MASTERCARD INC CL A   2018-12-03 2021-10-19
3. MASTERCARD INC CL A   2020-11-02 2021-12-23
7. MERCK & CO INC   2020-11-02 2021-09-10
143. MERCK & CO INC   2020-04-30 2021-09-10
17. MICROSOFT CORP COM   2020-11-02 2021-12-23
9. MICROSOFT CORP COM   2019-04-01 2022-01-13
4. MORGAN STANLEY DEAN WITTER & CO NEW   2020-11-02 2021-09-10
79. MORGAN STANLEY DEAN WITTER & CO NEW   2019-10-02 2021-09-10
148. NEW YORK COMMUNITY BANCORP INC COM   2021-02-24 2021-09-10
8. NEW YORK TIMES CO CL A   2020-11-02 2021-12-23
17. NEWELL RUBBERMAID INC   2020-11-02 2021-12-23
269. NEWELL RUBBERMAID INC   2020-04-30 2022-01-13
7. NEWMONT MINING CORP NEW COMMON STOCK   2020-08-06 2021-12-23
3. NEXTERA ENERGY INC COM   2020-04-30 2021-10-19
8. NEXTERA ENERGY INC COM   2020-11-02 2021-12-23
96. NEXTERA ENERGY INC COM   2020-04-30 2022-01-13
2. NIKE INC CLASS B   2020-11-02 2021-12-23
674.16 MFB NORTHN INTL EQTY INDEX FD   2017-07-17 2021-12-23
200.92 MFB NORTHN INTL EQTY INDEX FD   2017-07-17 2022-01-05
4215.79 MFB NORTHERN MULTI MANAGER GLOBAL LISTEDINFRASTRUCTURE FUND   2019-07-05 2021-10-18
5251.99 MFB NORTHERN FDS GLOBAL REAL ESTATE INDEX FD   2019-07-05 2021-10-18
3221.33 MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2019-12-19 2021-12-23
963.53 MFB NORTHN MULTI-MANAGER INTL EQTY FD FD   2016-04-21 2022-01-05
15. NORTONLIFE LOCK INC   2021-09-10 2021-12-23
22. NU SKIN ENTERPRISES INC CL A   2021-02-24 2021-09-10
100. NU SKIN ENTERPRISES INC CL A   2021-02-24 2021-09-13
44. NVIDIA CORP   2020-08-06 2021-09-10
4. NVIDIA CORP   2020-08-06 2021-12-23
2. OMNICOM GRP INC COM   2018-10-22 2021-12-23
9. ONEMAIN HLDGS INC COM   2021-02-24 2021-12-23
14.3 ORGANON & CO COM   2020-04-30 2021-09-10
.7 ORGANON & CO COM   2020-11-02 2021-09-10
29. PPL CORP   2020-04-30 2021-09-10
3. PACKAGING CORP AMER   2021-02-24 2021-12-23
29. PACKAGING CORP AMER   2021-02-24 2022-01-13
2. PAYCHEX INC   2019-10-02 2021-12-23
24. PFIZER INC   2018-12-03 2021-12-23
2. PHILIP MORRIS INTERNATIONAL   2016-08-05 2021-10-19
7. PHILIP MORRIS INTERNATIONAL   2016-08-05 2021-12-23
8. PRICE T ROWE GROUP INC   2018-06-26 2021-10-19
3. PRICE T ROWE GROUP INC   2020-11-02 2021-12-23
35. PRICE T ROWE GROUP INC   2019-10-02 2022-01-13
79. QUANTA SERVICES INC   2021-02-24 2021-09-10
124. REGIONS FINL CORP NEW COM   2021-02-24 2021-09-10
177. REGIONS FINL CORP NEW COM   2020-08-06 2021-09-10
2. RELIANCE STEEL & ALUMINUM COM   2020-11-02 2021-12-23
22. RELIANCE STEEL & ALUMINUM COM   2020-04-30 2022-01-13
2. RESMED INC   2020-08-06 2021-10-19
9. RESMED INC   2020-08-06 2022-01-13
1. ROCKWELL INTL CORP NEW   2021-09-10 2021-12-23
12. ROCKWELL INTL CORP NEW   2021-09-10 2022-01-13
2. RYDER SYSTEM INC   2021-02-24 2021-12-23
25. RYDER SYSTEM INC   2021-02-24 2022-01-13
2. SCOTTS CO CL A   2020-11-02 2021-09-10
29. SCOTTS CO CL A   2020-01-14 2021-09-10
50. SOUTHERN CO   2020-01-14 2021-09-10
12. SOUTHERN CO   2020-01-14 2021-12-23
4. SOUTHERN COPPER CORP DEL COM   2020-08-06 2021-12-23
3. STARBUCKS CORP   2021-09-10 2021-10-19
9. STARBUCKS CORP   2021-09-10 2021-12-23
8. TAPESTRY INC COM USD0.01   2021-09-10 2021-12-23
2. TARGET CORP   2016-08-05 2021-12-23
8. TARGA RES CORP COM   2021-09-10 2021-12-23
2. TERADYNE INC   2021-02-24 2021-10-19
2. TERADYNE INC   2021-02-24 2021-12-23
1. TEXAS INSTRUMENTS INC   2020-08-04 2021-09-10
2. TEXAS INSTRUMENTS INC   2020-08-04 2021-10-19
9. TEXAS INSTRUMENTS INC   2020-04-30 2021-12-23
14. TEXAS INSTRUMENTS INC   2016-08-05 2022-01-13
2. THOR INDS INC COM   2020-08-06 2021-10-19
4. THOR INDS INC COM   2020-08-06 2021-12-23
40. THOR INDS INC COM   2020-08-06 2022-01-13
26. UMPQUA HOLDINGS CORP   2021-02-24 2021-12-23
2. UNITED PARCEL SERVICE INC CL B   2021-02-24 2021-09-10
2. UNITED PARCEL SERVICE INC CL B   2021-02-24 2021-10-19
8. UNITED PARCEL SERVICE INC CL B   2021-02-24 2021-12-23
23. UNITED PARCEL SERVICE INC CL B   2021-02-24 2022-01-13
1. UNITEDHEALTH GROUP INC   2020-11-02 2021-12-23
42. VALERO ENERGY CORP NEW   2020-04-30 2021-09-10
2. VALERO ENERGY CORP NEW   2020-11-02 2021-09-10
28. VERIZON COMMUNICATIONS   2019-10-02 2021-10-19
19. VERIZON COMMUNICATIONS   2018-12-03 2021-12-23
234. VERIZON COMMUNICATIONS   2020-11-02 2022-01-13
16. VIRTU FINL INC CL A CL A   2020-08-06 2021-12-23
121. VIRTU FINL INC CL A CL A   2021-02-24 2022-01-13
85. VIRTU FINL INC CL A CL A   2020-11-02 2022-01-13
2. VISA INC CLASS A SHARES   2020-01-14 2021-12-23
2. WAL MART STORES INC   2016-08-05 2021-12-23
3. WATSCO INC   2020-04-30 2021-10-19
2. WATSCO INC   2020-11-02 2021-12-23
1. WATSCO INC   2020-04-30 2022-01-13
1. WEST PHARMACEUTICAL SVSC INC   2020-08-06 2021-09-10
2. WEST PHARMACEUTICAL SVSC INC   2020-08-06 2021-12-23
2. WEST PHARMACEUTICAL SVSC INC   2020-08-06 2022-01-13
14. WILLIAMS COS INC   2021-02-24 2021-12-23
53. WILLIAMS COS INC   2021-02-24 2022-01-13
4. WILLIAMS SONOMA INC   2020-08-06 2021-12-23
4. WORLD WRESTLING FEDN ENTMT CL A   2021-09-10 2021-12-23
4. WORLD WRESTLING FEDN ENTMT CL A   2021-09-10 2021-12-23
3. ACCENTURE PLC SHS CL A NEW   2019-10-02 2021-12-23
4. JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2021-10-19
13. JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2021-12-23
8. JANUS HENDERSON GROUP PLC ORD USD1.50   2021-09-13 2022-01-13
7. JOHNSON CTLS INTL PLC COM USD0.01   2019-08-22 2021-10-19
7. JOHNSON CTLS INTL PLC COM USD0.01   2020-11-02 2021-12-23
90. JOHNSON CTLS INTL PLC COM USD0.01   2020-04-30 2022-01-13
13. SEAGATE TECHNOLOGY HOLDINGS PLC   2020-04-30 2021-10-19
8. SEAGATE TECHNOLOGY HOLDINGS PLC   2020-11-02 2021-12-23
60. SEAGATE TECHNOLOGY HOLDINGS PLC   2018-12-03 2022-01-13
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 2,448   3,643 -1,195
b 254   381 -127
c 896   1,371 -475
d 1,371   1,943 -572
e 358   388 -30
1,253   1,162 91
323   278 45
1,468   1,018 450
1,343   925 418
648   664 -16
843   1,218 -375
494   478 16
671   638 33
158   141 17
491   505 -14
6,271   2,389 3,882
1,486   457 1,029
5,978   1,553 4,425
9,175   2,421 6,754
889   572 317
207   193 14
1,619   1,801 -182
195   205 -10
1,752   1,742 10
283   337 -54
503   288 215
2,679   1,275 1,404
7,312   3,453 3,859
247   255 -8
1,899   2,215 -316
129   141 -12
194   337 -143
203   337 -134
143   149 -6
827   672 155
2,951   2,389 562
223   144 79
1,051   595 456
289   216 73
11,260   13,230 -1,970
935   727 208
722   794 -72
467   246 221
5,922   2,407 3,515
170   165 5
201   185 16
427   362 65
5,936   4,341 1,595
226   194 32
3,740   2,471 1,269
3,920   3,313 607
997   725 272
557   381 176
6,744   4,921 1,823
427   517 -90
2,973   3,002 -29
177   127 50
719   576 143
1,435   1,018 417
149   111 38
388   332 56
4,276   3,703 573
671   762 -91
984   1,143 -159
298   303 -5
327   286 41
139   120 19
6,439   5,006 1,433
330   285 45
378   233 145
1,049   535 514
189   133 56
668   364 304
1,979   1,086 893
191   124 67
662   445 217
1,180   741 439
136   105 31
512   349 163
1,103   695 408
1,146   1,027 119
2,020   1,708 312
3,566   2,935 631
417   100 317
278   263 15
1,391   362 1,029
591   374 217
1,818   1,223 595
3,742   2,558 1,184
548   309 239
361   207 154
1,083   705 378
514   507 7
10,506   9,415 1,091
5,686   2,718 2,968
2,791   1,069 1,722
415   197 218
8,192   3,610 4,582
1,836   1,877 -41
376   292 84
364   267 97
6,416   3,764 2,652
416   491 -75
246   172 74
726   509 217
8,198   5,506 2,692
333   244 89
9,701   8,306 1,395
2,917   2,475 442
56,576   53,429 3,147
61,553   57,654 3,899
40,299   33,372 6,927
12,083   9,240 2,843
388   410 -22
1,045   1,122 -77
4,737   5,102 -365
9,904   4,986 4,918
1,191   453 738
144   154 -10
454   452 2
487   465 22
24   25 -1
866   732 134
394   397 -3
3,946   3,840 106
269   143 126
1,408   1,048 360
192   197 -5
651   691 -40
1,616   952 664
584   376 208
6,247   3,831 2,416
9,179   6,414 2,765
2,422   2,739 -317
3,457   1,927 1,530
317   201 116
3,679   2,008 1,671
523   349 174
2,263   1,573 690
340   315 25
3,964   3,780 184
158   136 22
1,999   1,702 297
305   311 -6
4,425   3,215 1,210
3,325   3,233 92
800   776 24
240   186 54
340   360 -20
1,014   1,081 -67
331   326 5
441   150 291
409   349 60
234   257 -23
324   257 67
192   131 61
396   256 140
1,687   898 789
2,615   981 1,634
219   224 -5
399   448 -49
4,086   4,482 -396
494   472 22
386   323 63
389   323 66
1,701   1,292 409
4,882   3,713 1,169
496   309 187
2,668   2,504 164
127   79 48
1,457   1,641 -184
1,003   1,106 -103
12,558   12,897 -339
454   396 58
3,592   3,232 360
2,523   2,103 420
434   392 42
279   147 132
861   486 375
606   389 217
304   162 142
460   273 187
917   547 370
763   547 216
362   321 41
1,546   1,217 329
676   360 316
194   210 -16
194   210 -16
1,216   414 802
178   173 5
545   562 -17
340   346 -6
508   295 213
549   300 249
7,113   3,729 3,384
1,052   671 381
896   376 520
6,672   2,407 4,265
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
      123,766
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       -1,195
b       -127
c       -475
d       -572
e       -30
      91
      45
      450
      418
      -16
      -375
      16
      33
      17
      -14
      3,882
      1,029
      4,425
      6,754
      317
      14
      -182
      -10
      10
      -54
      215
      1,404
      3,859
      -8
      -316
      -12
      -143
      -134
      -6
      155
      562
      79
      456
      73
      -1,970
      208
      -72
      221
      3,515
      5
      16
      65
      1,595
      32
      1,269
      607
      272
      176
      1,823
      -90
      -29
      50
      143
      417
      38
      56
      573
      -91
      -159
      -5
      41
      19
      1,433
      45
      145
      514
      56
      304
      893
      67
      217
      439
      31
      163
      408
      119
      312
      631
      317
      15
      1,029
      217
      595
      1,184
      239
      154
      378
      7
      1,091
      2,968
      1,722
      218
      4,582
      -41
      84
      97
      2,652
      -75
      74
      217
      2,692
      89
      1,395
      442
      3,147
      3,899
      6,927
      2,843
      -22
      -77
      -365
      4,918
      738
      -10
      2
      22
      -1
      134
      -3
      106
      126
      360
      -5
      -40
      664
      208
      2,416
      2,765
      -317
      1,530
      116
      1,671
      174
      690
      25
      184
      22
      297
      -6
      1,210
      92
      24
      54
      -20
      -67
      5
      291
      60
      -23
      67
      61
      140
      789
      1,634
      -5
      -49
      -396
      22
      63
      66
      409
      1,169
      187
      164
      48
      -184
      -103
      -339
      58
      360
      420
      42
      132
      375
      217
      142
      187
      370
      216
      41
      329
      316
      -16
      -16
      802
      5
      -17
      -6
      213
      249
      3,384
      381
      520
      4,265
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 233,363
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 4,785
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 4,785
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,835
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,835
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 2,050
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,050 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletNORTHERN TRUST COMPANY Telephone no.bullet (312) 630-6000

    Located atbulletPO BOX 803878CHICAGOIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NORTHERN TRUST COMPANY TRUSTEE
    40
    55,074    
    PO BOX 803878
    CHICAGO,IL60680
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation
    (e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,003,894
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,003,894
    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
    5,003,894
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    75,058
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,928,836
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    246,442
    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
    246,442
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,785
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,785
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    241,657
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    241,657
    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
    241,657
    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 7 241,657
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 213,209
    b Total for prior years:2019, 20, 20 136,978
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 419,947
    a Applied to 2020, but not more than line 2a 213,209
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    Click to see attachment136,978
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 69,760
    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 ..........
    171,897
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF THE
    HEBREW UNIVERSITY
    1 BATTERY PARK PLZ FL 25
    NEW YORK,NY100041405
    NONE PC GENERAL 126,971
    THE ARK
    6450 N CALIFORNIA AVE
    CHICAGO,IL606455209
    NONE PC GENERAL 126,971
    EASTER SEAL SOCIETY OF
    METROPOLITAN CHICAGO
    1939 W 13TH ST STE 300
    CHICAGO,IL606081237
    NONE PC GENERAL 126,971
    Total .................................bullet 3a 380,913
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............
        18 233,363  
    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) ..   366,177  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    366,177
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500 1,250   1,250

    TY 2021 AppliedToPriorYearElection
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Election:
    PURSUANT TO IRC SECTION 4942(h)(2) AND REGULATION 53.4942(a)-3(d)(2), THE FOUNDATION HEREBY ELECTS TO TREAT CURRENT-YEAR QUALIFYING DISTRIBUTIONS IN EXCESS OF THE IMMEDIATELY PRECEDING TAX YEAR'S UNDISTRIBUTED INCOME AS BEING MADE OUT OF UNDISTRIBUTED INCOME FROM TAX YEAR ENDING FEBRUARY 28, 2020 IN THE AMOUNT OF $136,978.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 1,705,842 1,670,152

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 2,059,683 2,908,433

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE AT COST 93,587 100,267

    TY 2021 OtherDecreasesSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Description Amount
    TAX COST ADJUSTMENT 488


    TY 2021 OtherExpensesSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGE 26 26   0
    STATE FILING FEE 15 0   15
    PROPERTY INSURANCE 125 0   125


    TY 2021 OtherIncomeSchedule2
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    DEFERRED INCOME 94 0  


    TY 2021 TaxesSchedule
    Name:
    ANNA M HEWITT
    EIN:
    36-6867623
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 500 0   0
    FOREIGN TAXES 2,505 2,505   0
    PROPERTY TAX 145 0   145