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 07-01-2021 , and ending 06-30-2022

Name of foundation
CARYLON JULIUS AND MARCIE
HEMMELSTEIN FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)3033 N CLARK ST
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60657

A Employer identification number

36-6033583

B Telephone number (see instructions)

(312) 500-4319

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

$24,038,795J 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)	1,042,500
2	Check .............
3	Interest on savings and temporary cash investments	227,003		227,003
4	Dividends and interest from securities...	53,355		53,355
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		19,848
b	Gross sales price for all assets on line 6a 25,214,909
7	Capital gain net income (from Part IV, line 2)...			19,848
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).......
12	Total. Add lines 1 through 11........	1,342,706		300,206
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).........		3,500	0	3,500
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		68,772	68,772	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,685	1,685	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		215	215	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	74,172		70,672	3,500
25	Contributions, gifts, grants paid.......	1,367,000			1,367,000
26	Total expenses and disbursements. Add lines 24 and 25	1,441,172		70,672	1,370,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-98,466
b	Net investment income (if negative, enter -0-)			229,534
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.............	889,596	561,598	561,598
	2	Savings and temporary cash investments.........	279,254	8,795,267	8,795,267
	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)	14,273,186	0	0
	b	Investments—corporate stock (attach schedule).......	575,491	6,887,539	6,480,295
	c	Investments—corporate bonds (attach schedule).......	8,795,689	8,476,346	8,201,635
	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 )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	24,813,216	24,720,750	24,038,795
	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 )
	23	Total liabilities (add lines 17 through 22).........	0	0
		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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	24,813,216	24,720,750
	29	Total net assets or fund balances (see instructions).....	24,813,216	24,720,750
	30	Total liabilities and net assets/fund balances (see instructions).	24,813,216	24,720,750

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

24,813,216

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

-98,466

Other increases not included in line 2 (itemize) bullet

6,000

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

24,720,750

Decreases not included in line 2 (itemize) bullet

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

24,720,750

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	PUBLICLY TRADED SECURITIES	P
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	25,203,476	25,195,061	8,415
b	11,433		11,433
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			8,415
b			11,433
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	19,848
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	3,191
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	3,191
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	9,082
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	9,082
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	5,891
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax5,891	Refunded	11	0

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 Click to see attachment

....

Yes

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

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

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

WWW.HEMMELSTEIN.ORG

The books are in care of bullet

ARI MERVIS Telephone no. bullet

(312) 500-4319

Located at bullet

3033 N CLARK STCHICAGOIL ZIP+4 bullet

60657

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
REBECCA MERVIS	PRESIDENT & DIRECTOR 1.00	0	0	0
3033 N CLARK ST CHICAGO,IL60657	PRESIDENT & DIRECTOR 1.00	0	0	0
JONATHAN MERVIS	SECRETARY & DIRECTOR 1.00	0	0	0
3033 N CLARK ST CHICAGO,IL60657	SECRETARY & DIRECTOR 1.00	0	0	0
ARI MERVIS	TREASURER & DIRECTOR 1.00	0	0	0
3033 N CLARK ST CHICAGO,IL60657	TREASURER & DIRECTOR 1.00	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
MORGAN STANLEY	INVESTMENT MANAGEMENT	68,772
190 S LASALLE ST 25TH FLOOR CHICAGO,IL60603	INVESTMENT MANAGEMENT	68,772

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	NOT APPLICABLE	0
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1	NOT APPLICABLE	0
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...................

21,649,189

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

4,191,351

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

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

25,840,540

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

25,840,540

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

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

387,608

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

25,452,932

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

1,272,647

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

1,272,647

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

3,191

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

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

3,191

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

1,269,456

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

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

1,269,456

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

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

1,269,456

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				1,269,456
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			1,276,435
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: $ 1,370,500
a Applied to 2020, but not more than line 2a			1,276,435
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.....				94,065
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 ..........				1,175,391
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 e-mail address of the person to whom applications should be addressed:

ARI MERVIS
3033 N CLARK ST
CHICAGO,IL60657
(312) 500-4319
AMERVIS@HEMMELSTEIN.ORG

bThe form in which applications should be submitted and information and materials they should include:

IN WRITING, INCLUDE PURPOSE OF CONTRIBUTION

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

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
A SAFE HAVEN 2750 ROOSEVELT RD CHICAGO,IL60608		PC	CHARITY	2,000
ACCESS LIVING 115 W CHICAGO AVE CHICAGO,IL60654		PC	CHARITY	5,000
AMERCIAN MACULAR DEGENERATION FOUNDATION PO BOX 515 NORTHAMPTON,MA01061		PC	CHARITY	1,000
AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET NEW YORK,NY10018		PC	RELIGIOUS	10,000
CHAI LIFELINE 6600 N LINCOLN AVE LINCOLNWOOD,IL60712		PC	CHARITY	5,000
CHEVRA KADISHA 2701 W HOWARD ST CHICAGO,IL60645		PC	RELIGIOUS	5,000
CHICAGO COALITION FOR THE HOMELESS 70 E LAKE ST STE 720 CHICAGO,IL60601		PC	CHARITY	1,000
CHICAGO JEWISH DAY SCHOOL 3730 N CALIFORNIA AVE CHICAGO,IL60618		PC	EDUCATION	35,000
CHICAGO PUBLIC LIBRARY FOUNDATION 20 N MICHIGAN AVE STE 520 CHICAGO,IL60602		PC	EDUCATION	10,000
CHILDRENS BRAIN TUMOR FOUNDATION 1460 BROADWAY NEW YORK,NY10036		PC	CHARITY	25,000
CLEARBROOK CENTER 1835 W CENTRAL RD ARLINGTON HEIGHTS,IL60005		PC	CHARITY	5,000
CONGREGATION ANSHE SHOLOM B'NAI ISRAEL 540 W MELROSE ST CHICAGO,IL60657		PC	RELIGIOUS	10,000
DETROIT NATIONAL CENTER FOR CIVIL DISCOURSE 5000 MIRROR LAKE CT WEST BLOOMFIELD,MI48322		PC	EDUCATION	5,000
DOCTORS WITHOUT BORDERS 40 RECTOR STREET 16TH FLOOR NEW YORK,NY10006		PC	CHARITY	5,000
EQUAL HOPE 300 SOUTH ASHLAND AVE SUITE 202 CHICAGO,IL60607		PC	CHARITY	50,000
FEEDING AMERICA 35 E WACKER DR STE 2000 CHICAGO,IL60601		PC	CHARITY	20,000
GREATER CHICAGO FOOD DEPOSITORY 4100 W ANN LURIE PL CHICAGO,IL60632		PC	CHARITY	10,000
HEARTLAND ALLIANCE 208 S LASALLE ST STE 1300 CHICAGO,IL60601		PC	CHARITY	50,000
HEBREW IMMIGRANT AID SOCIETY 5150 GOLF ROAD SKOKIE,IL60077		PC	RELIGIOUS	10,000
HUMAN RIGHTS CAMPAIGN 1640 RHODE ISLAND AVE NW WASHINGTON,DC20036		PC	CHARITY	5,000
HUMANE SOCIETY 1255 23RD STREET NW STE 450 WASHINGTON,DC20037		PC	CHARITY	5,000
ILLINOIS HOLOCAUST MUSEUM 9603 WOODS DR SKOKIE,IL60077		PC	CHARITY	15,000
INTERNATIONAL RESCUE COMMITTEE 122 E 42ND ST STE 1519 NEW YORK,NY10168		PC	CHARITY	10,000
JCFS 216 W JACKSON BLVD CHICAGO,IL60645		PC	CHARITY	2,500
JDC PO BOX 4124 NEW YORK,NY10163		PC	CHARITY	10,000
JEWISH COMMUNITY RELATIONS COUNCIL 131 STEUART ST STE 205 SAN FRANCISCO,CA94105		PC	CHARITY	100,000
JEWISH UNITED FUND 30 S WELLS ST CHICAGO,IL60606		PC	CHARITY	50,000
JEWISH WOMEN'S ARCHIVE 1 HARVARD ST BROOKLINE,MA02445		PC	EDUCATION	5,000
JOHN HOWARD ASSOCIATION 70 E LAKE ST STE 410 CHICAGO,IL60601		PC	EDUCATION	50,000
MISERICORDIA 6300 N RIDGE AVE CHICAGO,IL60660		PC	CHARITY	30,000
MISHKAN CHICAGO 4001 N RAVENSWOOD AVE STE 101 CHICAGO,IL60613		PC	RELIGIOUS	65,000
NEW ISRAEL FUND 6 E 39TH ST NEW YORK,NY10016		PC	RELIGIOUS	10,000
NOURISHING HOPE 1716 W HUBBARD ST CHICAGO,IL60622		PC	CHARITY	2,500
OCEANA 1025 CONNECTICUT AVE WASHINGTON,DC20036		PC	CHARITY	5,000
OVARIAN CANCER RESEARCH ALLIANCE 14 PENNSYLVANIA PLAZA STE 210 NEW YORK,NY10122		PC	CHARITY	50,000
PARKINSON'S FOUNDATION 1028 N RUSH ST CHICAGO,IL60611		PC	CHARITY	5,000
PARTNERS IN HEALTH 800 BOYLSTON ST SUITE 300 BOSTON,MA02199		PC	CHARITY	10,000
PAWS CHICAGO 3516 W 26TH ST CHICAGO,IL60623		PC	CHARITY	5,000
PKD FOUNDATION 1001 E 101ST TER STE 220 KANSAS CITY,MO64131		PC	CHARITY	20,000
PLANNED PARENTHOOD 17 N STATE STREET 5TH FLOOR CHICAGO,IL60602		PC	CHARITY	100,000
RAICES 1305 N FLORES ST SAN ANTONIO,TX78212		PC	CHARITY	15,000
RASHI SCHOOL 8000 GREAT MEADOW RD DEDHAM,MA02026		PC	EDUCATION	25,000
REACH 3240 W FRANKLIN BLVD CHICAGO,IL60624		PC	EDUCATION	10,000
READING IS FUNDAMENTAL 750 FRIST ST NE SUITE 920 WASHINGTON,DC20002		PC	EDUCATION	1,000
RUSH UNIVERSITY MEDICAL CENTER 1620 W HARRISON ST CHICAGO,IL60612		PC	CHARITY	250,000
SARAH'S CIRCLE 4838 N SHERIDAN RD CHICAGO,IL60640		PC	CHARITY	1,000
SINAI HEALTH SYSTEM 1500 S FAIRFIELD AVE CHICAGO,IL60608		PC	EDUCATION	25,000
SMILE TRAIN 633 3RD AVE STE 9 NEW YORK,NY10017		PC	CHARITY	25,000
SPERTUS INSTITUTE 610 S MICHIGAN AVE CHICAGO,IL60605		PC	EDUCATION	5,000
STANFORD UNIVERSITY 450 SERRA MALL STANFORD,CA94305		PC	EDUCATION	25,000
STUDIO MUSEUM HARLEM 144 WEST 125TH ST NEW YORK,NY10027		PC	CHARITY	10,000
TEXAS CIVIL RIGHTS PROJECT 502 CLOVER CT AUSTIN,TX78745		PC	CHARITY	10,000
THE ARK 6450 N CALIFORNIA AVE CHICAGO,IL60645		PC	CHARITY	5,000
THE FLORENCE PROJECT PO BOX 86299 TUSCON,AZ85754		PC	CHARITY	10,000
THE JEWISH MUSEUM 1109 5TH AVE NEW YORK,NY10128		PC	CHARITY	5,000
THE TREVOR PROJECT PO BOX 69232 WEST HOLLYWOOD,CA90069		PC	CHARITY	5,000
UIC URBAN HEALTH EARLY OUTREACH PROGRAM 808 S WOOD ST STE 173 CHICAGO,IL60612		PC	EDUCATION	15,000
US HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PL SW WASHINGTON,DC20024		PC	CHARITY	50,000
WATER FOR PEOPLE 100 E TENNESSEE AVE DENVER,CO80209		PC	CHARITY	50,000
WOMEN FOR WOMEN 2000 M STREET NW STUIE 200 WASHINGTON,DC20036		PC	EDUCATION	1,000
YIDDISH BOOK CENTER 1021 WEST ST AMHERST,MA01002		PC	EDUCATION	5,000
Total ................................. 3a				1,367,000

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	227,003
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	19,848
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		300,206	0

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

300,206

(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:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

CARYLON JULIUS AND MARCIE
HEMMELSTEIN FOUNDATION

Employer identification number

36-6033583

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization CARYLON JULIUS AND MARCIE HEMMELSTEIN FOUNDATION			Employer identification number 36-6033583

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
1	ACE PIPE CLEANING INC 4000 TRUMAN RAOD KANSAS CITY, MO64127	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
2	BEARY PROPERTIES INC 2500 WEST ARTHINGTON CHICAGO, IL60612	$ 40,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
3	METROPOLITAN ENVIRONMENTAL SERVICES 5055 NIKE DRIVE HILLIARD, OH43026	$ 30,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
4	MOBILE DREDGING & PUMPING 3100 BETHEL RD CHESTER, PA19013	$ 400,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
5	NATIONAL INDUSTRIAL MAINTENANCE - IN 4530 BARING AVE EAST CHICAGO, IN46312	$ 10,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
6	NATIONAL INDUSTRIAL MAINTENANCE - MI 4400 STECKER DEARBORN, MI48126	$ 20,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization CARYLON JULIUS AND MARCIE HEMMELSTEIN FOUNDATION			Employer identification number 36-6033583
Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
7	NATIONAL PLANT SERVICES 1461 HARBOR AVENUE LONG BEACH, CA90813	$ 50,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
8	NATIONAL WATER MAIN CLEANING 1806 NEWARK TURNPIKE KEARNY, NJ07032	$ 300,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
9	ROBINSON PIPE CLEANING 2656 IDLEWOOD RD PITTSBURGH, PA15205	$ 80,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
10	SELECT TRANSPORTATION 5055 NIKE DRIVE HILLIARD, OH43026	$ 2,500		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
11	SPECIALIZED MAINTENANCE SERVICES 4533 PASADENA BLVD PASADENA, TX77503	$ 40,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions		(d) Type of contribution
12	VIDEO INDUSTRIAL SERVICES 7721 2ND AVENUE NORTH BIRMINGHAM, AL35206	$ 60,000		Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization CARYLON JULIUS AND MARCIE HEMMELSTEIN FOUNDATION		Employer identification number 36-6033583

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization CARYLON JULIUS AND MARCIE HEMMELSTEIN FOUNDATION			Employer identification number 36-6033583
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Name of Bond	End of Year Book Value	End of Year Fair Market Value
STATE OF ISRAEL BONDS	11,000	11,000
AFLAC INC CPN: 3.625% DUE : 11/15/2024	156,497	155,594
ALPHABET INC CPN: 1.998% DUE : 8/15/2026	267,931	246,018
AMAZON.COM INC CPN: 2.400% DUE : 2/22/2023	257,903	256,496
AMERICAN EXPRESS CO CPN: 3.125% DUE : 5/20/2026	281,994	258,809
AMERICAN HONDA FINANCE CORP CPN: 1.200% DUE : 7/8/2025	254,696	233,139
BP CAPITAL MARKETS AMERICA INC CPN: 3.119% DUE : 5/4/2026	160,254	161,001
CATERPILLAR FINANCIAL SERVICESCORP CPN: 1.950% DUE : 11/18/2022	274,613	272,835
CHARLES SCHWAB CORP/THE CPN: 3.450% DUE : 2/13/2026	157,592	158,918
CHEVRON CORP CPN: 3.326% DUE : 11/17/2025	275,851	262,245
CHUBB INA HOLDINGS INC CPN: 2.875% DUE : 11/3/2022	252,329	252,221
COMCAST CORP CPN: 3.150% DUE : 3/1/2026	266,131	244,180
DUKE ENERGY CAROLINAS LLC CPN: 2.500% DUE : 3/15/2023	171,273	170,381
ENTERGY ARKANSAS INC CPN: 3.500% DUE : 4/1/2026	157,350	158,043
ERP OPERATING LP CPN: 3.375% DUE : 6/1/2025	157,002	154,132
GENERAL DYNAMICS CORP CPN: 1.875% DUE : 8/15/2023	251,260	257,871
GOLDMAN SACHS GROUP INC/THE CPN: 5.250% DUE : 7/27/2021	244,442	224,946
HOME DEPOT INC/THE CPN: 3.750% DUE : 2/15/2024	246,144	243,592
INTEL CORP CPN: 3.300% DUE : 10/1/2021	248,237	227,773
JOHN DEERE CAPITAL CORP CPN: 2.800% DUE : 3/6/2023	252,446	252,144
JPMORGAN CHASE & CO CPN: 3.375% DUE : 5/1/2023	247,498	242,363
LINDE INC/CT CPN: 3.200% DUE : 1/30/2026	157,307	161,435
METLIFE INC CPN: 3.600% DUE : 11/13/2025	151,577	149,444
NOVARTIS CAPITAL CORP CPN: 3.400% DUE : 5/6/2024	266,510	254,395
PEPSICO INC CPN: 3.600% DUE : 3/1/2024	245,428	243,810
PFIZER INC CPN: 3.400% DUE : 5/15/2024	269,871	265,909
PHILIP MORRIS INTERNATIONAL INC CPN: 3.250% DUE : 11/10/2024	163,256	158,284
POTOMAC ELECTRIC POWER CO CPN: 3.600% DUE : 3/15/2024	163,141	160,431
SHELL INTERNATIONAL FINANCE BV CPN: 0.375% DUE : 9/15/2023	254,259	246,144
SIMON PROPERTY GROUP LP CPN: 3.250% DUE : 11/30/2026	159,740	156,245
TOYOTA MOTOR CREDIT CORP CPN: 0.800% DUE : 10/16/2025	272,477	250,785
UNILEVER CAPITAL CORP CPN: 0.375% DUE : 9/14/2023	227,374	220,163
UNITED PARCEL SERVICE INC CPN: 2.450% DUE : 10/1/2022	253,751	253,975
UNITEDHEALTH GROUP INC CPN: 2.875% DUE : 3/15/2023	271,112	267,035
VIRGINIA ELECTRIC AND POWER CO CPN: 3.100% DUE : 5/15/2025	153,592	151,899
WALMART INC CPN: 3.550% DUE : 6/26/2025	274,978	260,891
LLOYDS BANKING GROUP PLC FXD TO 052026	197,269	184,226
BANK OF AMERICA CORP CPN: 3.950% DUE 04/21/2025	199,864	185,129
DIAGEO CAPITAL PLC CPN: 1.375 DUE 09/29/2025	202,397	187,734

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Name of Stock	End of Year Book Value	End of Year Fair Market Value
VANGUARD INT'L EXPLORER	617,612	640,843
AIA GROUP LTD SPON ADR	18,416	20,113
AAON INC	2,968	3,121
ADVANCE AUTO PARTS	4,127	3,635
APPLE INC	2,501	2,324
ABBVIE INC COM	25,912	25,271
AMERISOURCEBERGEN CORP	5,412	4,952
AIRBNB INC CL A	9,777	6,681
ABBOTT LABORATORIES	5,122	4,889
ACCENTURE PLC IRELAND CL A	34,589	32,485
ANALOG DEVICES INC	11,561	10,665
ADVANCED ENERGY IND INC	4,869	4,671
AMERICAN ELEC PWR CO INC	8,123	7,483
AFFIRM HLDGS INC CL A	3,719	2,673
AGILON HEALTH INC	15,230	17,158
ALTRA INDL MOTION CORP	6,797	6,486
ALBANY INTL A NEW	6,710	6,461
A A R CORPORATION	6,185	5,523
GALLAGHER ARTHUR J & CO	5,223	5,217
AKZO NOBEL NV ADR	17,418	13,637
ALCON INC	22,477	21,247
ALLEGIANT TRAVEL CO	3,161	2,488
ALNYLAM PHARMACEUTICALS INC	1,943	2,042
ALARM COM HLDGS INC COM	4,251	4,392
AMCOR PLC	6,741	6,613
AMGEN INC	16,729	16,544
AIR PROD & CHEM INC	8,469	8,417
EVOQUA WATER TECHNOLOGIES CORP	3,903	3,381
ALEXANDRIA REAL ESTATE EQ INC	2,035	1,740
ARCHROCK INC	3,538	3,167
ASSA ABLOY AB UNSP ADR	19,092	16,918
ASHTEAD GROUP PLC ADR	22,453	18,280
ASML HOLDING NV NY REG NEW	18,016	15,704
AURORA INNOVATION INC CL A	1,725	934
AVALONBAY COMM INC	3,349	3,108
AXOS FINL INC	1,815	1,757
AMERICAN EXPRESS CO	7,636	6,515
AZENTA INC	3,149	3,100
BARNES GROUP INCORPORATED	1,200	1,090
BANK OF AMERICA CORP	12,439	10,802
BROOKFIELD ASSET MGNT CL A LTD	31,902	28,772
CREDICORP LTD	19,422	17,267
BEST BUY CO	3,396	2,738
BCE INC	20,576	18,738
BALCHEM CP	5,030	5,319
BECTON DICKINSON & CO	6,369	6,163
BRIGHT HORIZONS FAMILY SOLUT	2,917	2,620
BILL COM HLDGS INC	21,470	18,470
BLACKLINE INC	2,851	2,864
BIOLIFE SOLUTIONS INC	1,263	1,229
BLACKROCK INC	9,666	9,136
BLACKBAUD INC	2,407	2,439
BRISTOL MYERS SQUIBB CO	27,706	27,797
DMC GLOBAL INC	1,772	1,262
BOX,INC. CL A	6,671	6,109
BRITISH AMER TOB SPON ADR	27,430	27,591
BOSTON PROPERTIES INC	2,696	2,225
CITIGROUP INC NEW	5,634	5,243
CONAGRA BRANDS INC	8,608	8,765
CHUBB LTD	7,057	6,684
CRACKER BARREL OLD CTRY STORE	4,801	3,924
CABOT CORP	6,960	6,507
COCA-COLA EUROPACIFIC PARTNERS	19,271	19,265
CROWN CASTLE INTL CORP	19,086	17,512
CAMECO CORP	17,649	14,735
CARNIVAL CP NEW PAIRED COM	4,550	2,742
AVID BIOSERVICES INC	1,270	1,434
CHEWY INC CL A	9,886	11,631
CIGNA CORP	5,963	6,061
CORE LABORATORIES N V	1,243	911
CLOROX CO	12,256	12,124
CDN IMPL BK COMMERCE	6,964	6,213
COMCAST CORP (NEW) CLASS A	12,201	11,183
CME GROUP INC	9,252	9,212
CMS ENERGY CP	5,092	4,928
CONMED CORP	7,974	6,416
CAPITAL ONE FINANCIAL CORP	5,815	5,001
COINBASE GLOBAL INC CL A	13,955	9,498
CONOCOPHILLIPS	17,236	14,819
COUPANG INC CL A	10,582	10,889
CERENCE INC	621	530
CISCO SYS INC	5,991	5,799
CATALENT INC	10,054	10,622
CARVANA CO CL A	3,528	1,310
CVS HEALTH CORP COM	10,693	10,193
CHEVRON CORP	14,179	12,162
CASELLA WASTE SYS INC CL A	11,547	11,265
DOMINION ENERGY INC	17,769	17,000
DARLING INGREDIENTS INC	13,081	10,166
DOORDASH INC CL A	30,500	27,401
DASSAULT SYSTEMS SA ADS	25,470	22,878
DBS GROUP HOLDINGS LTD SP	21,412	20,000
DONALDSON CO INC	1,815	1,733
DATADOG INC CL A	31,954	28,953
DEERE & CO	5,793	4,792
DIGITAL REALTY TRUST INC	14,874	14,541
GINKGO BIOWORKS HOLDS INC CL A	2,867	2,309
DOXIMITY INC CL A	8,574	8,809
DORMAN PRODUCTS, INC	2,984	3,291
DOVER CORP	8,402	7,522
PAN PAC INTL HLDGS CORP ADR	18,445	19,346
DESCARTES SYSTEMS GROUP INC	4,852	4,903
DUKE ENERGY CORPORATION	18,067	17,475
DEXCOM INC	7,960	6,857
ERSTE GROUP BANK AG SPONS ADR	13,429	10,974
EMERGENT BIOSOLUTIONS INC	2,797	2,514
ENTERPRISE FINCL SVCS CORP	5,049	4,731
ENBRIDGE INC	24,103	22,651
ENERSYS	4,878	4,422
ENTEGRIS INC	6,148	5,344
ENVESTNET INC	4,284	3,325
EOG RESOURCES INC	11,815	10,271
ESCO TECHNOLOGIES	3,105	3,282
EATON CORP PLC SHS	6,188	5,544
EVO PMTS INC CL A	2,505	2,634
EXLSERVICE HLDGS INC	5,883	6,335
EXPERIAN GP LTD ADR	16,821	15,081
EXPONENT INC	7,315	7,318
FANUC CORPORATION UNSP ADR	16,279	15,913
FIRSTCASH HLDGS INC	4,437	4,310
FRANKLIN ELECTRIC CO	8,114	8,132
FAIR ISAAC & CO INC	5,447	5,613
FIDELITY NATL INFORMATION SE	1,921	1,742
FORMFACTOR INC	9,862	10,147
FOX FACTORY HOLDING CORP	4,957	4,752
FIRST MERCHANTS CORP	5,705	5,201
GATX CORP	7,121	6,215
GENL DYNAMICS CORP	10,659	10,399
GOODRX HLDGS INC COM CL A	1,758	1,101
GUARDANT HEALTH INC	4,761	4,639
GILEAD SCIENCE	24,318	24,230
GENERAL MILLS INC	5,824	6,338
CORNING INC	3,665	3,435
GLOBUS MEDICAL INC A	4,824	4,154
GRAB HOLDINGS LTD CL A	8,162	6,995
GSK PLC ADR	24,756	24,420
HUNTINGTON BANCSHARES	11,430	10,382
HOME DEPOT INC	7,361	6,857
HEINEKEN NV SPN ADR	20,234	19,231
HARTFORD FIN SERS GRP INC	5,051	4,711
HOULIHAN LOKEY INC CL A	10,226	9,787
HORACE MANN EDUCATORS CP	3,325	3,301
HEALTHEQUITY INC COM	2,511	2,517
HEARTLAND FIN USA INC	5,013	4,819
HEXCEL CORP NEW	7,890	7,585
INTL BUSINESS MACHINES CORP	4,178	4,518
I3 VERTICALS INC COM CL A	2,537	2,602
ILLUMINA INC	6,171	4,609
ING GROEP NV ADR	21,253	20,991
J&J SNACK FOODS	3,297	3,492
JOHNSON & JOHNSON	12,211	12,248
KDDI CORP UNSPON ADR	22,602	21,214
KEYCORP NEW	6,221	5,772
KIMBERLY CLARK CORP	12,344	12,704
KINSALE CAP GROUP INC	7,749	8,267
COCA COLA CO	7,031	7,046
KUBOTA CP ADR	18,763	15,107
LITTELFUSE INC	7,088	7,113
LHC GRP	4,551	4,205
ELI LILLY & CO	6,289	6,809
LEMAITRE VASCULAR INC	2,471	2,551
LVMH MOET HENNESSY LOUIS VUITT	19,540	19,311
MASIMO CORPORATION	2,454	2,352
MARUICO LTD ADR NEW	14,996	14,582
MC DONALDS CORP	8,945	9,135
MEDNAX INC	7,598	8,194
MONGODB INC CL A	10,243	9,342
MONDELEZ INTL INC COM	7,749	7,637
MEDTRONIC PLC SHS	8,937	7,898
METHODE ELEC INC	4,416	3,667
MERCADOLIBRE INC	20,695	16,559
METLIFE INCORPORATED	5,681	5,400
MAGNA INTERNATIONAL INC	20,214	18,172
MICHELIN COMPAGNIE GENERALE DE	19,859	17,276
MARSH & MCLENNAN COS INC	2,505	2,484
MOOG INC CL A	4,854	4,843
MOLINA HEALTHCARE INC	8,212	7,549
MONOLITHIC PWR SYSTEMS INC	4,512	4,224
MERCK & CO INC NEW COM	20,583	21,060
MODERNA INC	2,622	2,714
MARTEN TRANSPORT LTD	3,096	3,044
MORGAN STANLEY	9,468	8,899
MICROSOFT CORP	7,438	7,191
MERITAGE HOME CORPORATION	4,906	4,423
MUENCHENER RUECK-UNSPONS ADR	18,210	18,181
MYRIAD GENETIC INC	4,332	3,870
NEXTERA ENERGY INC	9,274	9,528
NEOGEN CP	2,701	2,433
CLOUDFLARE INC CL A	39,917	27,606
NATIONAL GRID PLC SPON ADR	16,639	14,491
NIDEC CORP	16,527	15,602
NORTHROP GRUMMAN CP(HLDG CO)	6,804	7,179
NOVANTA INC	4,491	4,366
NORFOLK SOUTHERN CORP	8,226	7,728
NORTHERN TRUST CORP	2,570	2,316
NV5 GLOBAL INC	1,778	1,751
NOVARTIS AG ADR	16,872	16,145
NXP SEMICONDUCTORS NV	4,421	3,701
REALTY INCOME CORP	7,706	7,782
CORPORATE OFFICES PPTY TR INC	4,958	4,898
OLLIES BARGAIN OUTLET HLDG INC	2,232	2,703
OMNICELL INC	5,700	5,688
ONTO INNOVATION INC	5,217	4,952
OTSUKA HOLDINGS CO LTD UNS ADR	12,427	13,076
PEBBLEBROOK HOTEL TR COM	6,056	4,557
PUBLIC SERVICE ENTERPRISE GP	3,307	3,037
PEPSICO INC NC	5,879	5,833
PETIQ INC COM CL A	1,355	1,326
PFIZER INC	16,123	16,044
PROCTER & GAMBLE	7,912	7,621
PROGRESSIVE CORP OHIO	4,896	5,000
PARKER HANNIFIN CORP	7,219	6,643
PROLOGIS INC COM	4,774	4,235
PALOMAR HLDGS INC	1,188	1,288
EPLUS INC	4,122	3,931
PLEXUS CORP	5,428	5,260
PHILIP MORRIS INTL INC	34,098	32,979
PNC FINL SVCS GP	20,984	19,879
PACIFIC PREMIER BANCORP INC	1,901	1,754
PPG INDUSTRIES INC	7,741	7,089
PPL CORPORATION	8,162	7,624
PERFICIENT INC	4,921	4,585
PARSONS CORP	6,556	6,993
PELOTON INTERACTIVE INC CL A	2,520	1,542
Q2 HOLDINGS INC	2,167	1,736
RYDER SYSTEMS INC	5,810	5,614
RECKITT BENCKISER PLC SPNS ADR	14,855	14,514
ROBLOX CORP CL A	23,263	24,776
REINSURANCE GROUP OF AMERICA	7,203	7,155
RIVIAN AUTOMOTIVE INC CL A	1,751	1,673
RAYMOND JAMES FINCL INC	7,833	7,242
CONSTRUCTION PARTNERS INC C-A	3,127	2,869
RBC BEARINGS INC	5,098	5,549
ROYALTY PHARMA PLC SHS CLASS A	34,626	36,575
REPUBLIC SERVICES INC	3,794	3,795
RENTOKIL GROUP PLC SP ADR	19,801	18,165
RAYTHEON TECHNOLOGIES CORP	14,147	14,320
SABRE CORP COM	5,465	4,023
SAFRAN SA	16,172	15,611
SANMINA CORP	7,087	7,046
STARBUCKS CORP WASHINGTON	3,612	3,667
CHARLES SCHWAB NEW	5,394	4,991
STEELCASE INC CLASS A	4,235	3,916
SEA LIMITED ADR	8,423	7,154
STIFEL FINANCIAL CORPORATION	5,571	5,098
SHOPIFY INC	31,832	25,929
SITEONE LANDSCAPE SUPPLY INC	3,807	3,447
THE SCOTTS MIRACLE-GRO COMPANY	6,822	6,003
SEMTECH CORP	1,909	1,759
SNOWFLAKE INC CL A	36,351	33,792
SOUTHERN CO	18,453	17,542
SONY GROUP CORPORATION ADR	30,987	28,701
SPS COMMERCE INC COM	1,894	2,035
SPX CP	5,880	5,918
BLOCK INC CL A	21,453	15,181
SOUTH ST CORP	6,764	6,789
STAAR SURGICAL CO NEW	3,437	3,972
STAG INDL INC COM	6,030	5,342
SEAGATE TECHNOLOGY HLDNGS PLC	3,082	2,715
SYMRISE AG UNSPONS ADR	16,194	16,047
SYSCO CORP	10,651	11,012
AT&T INC	15,919	16,600
TELEDYNE TECH INC	6,461	6,002
BIO-TECHNE CORP	5,208	4,853
TRUIST FINL CORP	18,264	17,976
TJX COS INC NEW	7,374	7,037
TIMKEN CO	5,834	5,305
TREX COMPANY INC	4,270	3,755
TRUSTMARK CP	5,232	5,342
T ROWE PRICE GROUP INC	3,881	3,522
TC ENERGY CORP	11,245	10,310
TRADE DESK INC CLASS A	32,561	26,265
TOTALENERGIES SE SPONSORED ADS	40,959	39,585
TECHTARGET INC	2,441	2,366
10X GENOMICS INC CL A	8,672	8,009
TEXAS INSTRUMENTS	9,037	8,297
TEXAS ROADHOUSE INC CL A	3,707	3,514
TYLER TECHNOLOGIES INC	1,798	1,662
UNITY SOFTWARE INC	14,974	11,782
UBER TECHNOLOGIES INC	31,733	25,964
UNITED BANKSHARES INC W VA	4,926	4,980
UNITED FIRE GROUP INC	2,390	2,704
UNILEVER PLC (NEW) ADS	23,441	23,969
UNITEDHEALTH GP INC	16,924	17,463
UNITED PARCEL SER INC CL-B	11,902	12,230
UPSTART HLDGS INC	2,238	1,486
U S BANCORP COM NEW	14,412	13,254
VEEVA SYS INC CL A	12,187	14,457
MERIDIAN BIOSCIENCE INC	4,836	5,628
VODAFONE GROUP PLC	18,496	18,151
VENTAS INC	2,632	2,417
VERIZON COMMUNICATIONS	30,881	30,907
WAYFAIR INC	7,322	5,009
WALGREENS BOOTS ALLIANCE INC	12,262	10,877
WD 40 COMPANY	1,831	2,014
WELLS FARGO & CO NEW	5,331	4,857
WILLIAMS CO INC	19,866	17,696
WALMART INC	7,694	6,930
WOLVERINE WORLD WIDE	3,360	3,407
XCEL ENERGY INC	6,509	6,298
EXXON MOBIL CORP	32,626	30,745
ZOOMINFO TECHNO INC STK COM	10,378	8,210
ZOOM VIDEO COMMUNICATIONS-A	16,156	17,815
ISHARES MSCI EAFE ETF	734,626	676,017
ISHARES RUSSELL 2000 ETF	275,843	257,597
SPDR S&P 500 ETF TRUST	1,599,983	1,487,486
VANGUARD REAL ESTATE ETF	184,287	171,560
VANGUARD MID-CAP ETF INDEX	279,650	257,046
REAL ESTATE SELECT SECT SPDR	184,973	172,674

- TIN:

TY 2021 LegalFeesSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	3,500	0		3,500

- TIN:

TY 2021 OtherExpensesSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MISCELLANEOUS EXPENSE	215	215		0

- TIN:

TY 2021 OtherIncreasesSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Description	Amount
COST BASIS ADJUSTMENT	6,000

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT MANAGEMENT FEES	68,772	68,772		0

- TIN:

TY 2021 TaxesSchedule

Name:

CARYLON JULIUS AND MARCIE

HEMMELSTEIN FOUNDATION

EIN:

36-6033583

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOREIGN TAXES PAID	1,685	1,685		0