Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
LOLA LEU FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

20-7548727
B Telephone number (see instructions)

(402) 434-1322
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$5,777,568J 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) 100,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 125,912 125,882  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 233,021
b Gross sales price for all assets on line 6a 1,152,035
7 Capital gain net income (from Part IV, line 2)... 233,021
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).......      
12 Total. Add lines 1 through 11........ 458,933 358,903  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 2,500 0 0 2,500
c Other professional fees (attach schedule).... Click to see attachment 42,190 37,971   4,219
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,341 2,043   0
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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 48,031 40,014 0 6,719
25 Contributions, gifts, grants paid....... 226,524 226,524
26 Total expenses and disbursements. Add lines 24 and 25 274,555 40,014 0 233,243
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 184,378
b Net investment income (if negative, enter -0-) 318,889
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............. 7,122 9,925 9,925
2 Savings and temporary cash investments......... 13,275 28,024 28,024
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)....... 2,018,289 Click to see attachment1,995,875 3,698,176
c Investments—corporate bonds (attach schedule)....... 1,119,726 Click to see attachment757,610 762,231
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 664,324 Click to see attachment1,213,586 1,274,504
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,695 Click to see attachment4,708 Click to see attachment4,708
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,825,431 4,009,728 5,777,568
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........ 3,825,431 4,009,728
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)..... 3,825,431 4,009,728
30 Total liabilities and net assets/fund balances (see instructions). 3,825,431 4,009,728
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
3,825,431
2
Enter amount from Part I, line 27a .....................
2
184,378
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,009,809
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
81
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,009,728
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 601.685 NEUBERGER BERMAN LONG SH INS     2021-01-11
b 2. ALPHABET INC CL A   2019-08-28 2021-01-22
c 15. FACEBOOK INC A     2021-01-22
d 506.928 HARDING LOEVNER INTERNATIONAL EQUITY   2017-05-22 2021-01-22
e 3. PALO ALTO NETWORKS INC   2016-07-29 2021-01-22
2. SERVICENOW INC   2016-12-07 2021-01-22
25. SPLUNK INC   2019-08-28 2021-01-22
789.681 TOUCHSTONE MID CAP Y     2021-01-22
5. BOEING COMPANY   2014-01-30 2021-02-08
2376.426 TIAA CREF SHORT TERM BD FD ADV   2013-12-05 2021-02-12
16.52 TIAA CREF SHORT TERM BD FD ADV   2020-12-11 2021-02-23
4269.194 TIAA CREF SHORT TERM BD FD ADV     2021-02-23
50. BRISTOL MYERS SQUIBB CO   2019-11-20 2021-03-16
30. DOLLAR TREE INC     2021-03-16
66. DOW INC     2021-03-16
15. EOG RES INC COM     2021-03-16
5. GENERAL DYNAMICS CORP   2015-10-26 2021-03-16
100. HORMEL FOODS CORPORATIONCOM   2017-09-01 2021-03-16
4. MASTERCARD INC   2016-03-09 2021-03-16
11. MICROSOFT CORP   2018-10-29 2021-03-16
4335.26 PRINCIPAL PREFERRED SEC INS     2021-03-16
12. RAYTHEON TECHNOLOGIES CORP COM     2021-03-16
5. SEMPRA ENERGY COM   2014-04-07 2021-03-16
2387.775 TIAA CREF SHORT TERM BD FD ADV   2014-03-25 2021-03-16
5. UNION PAC CORP   2015-09-28 2021-03-16
3. UNITEDHEALTH GRP INC COM   2019-03-05 2021-03-16
20. VERIZON COMMUNICATIONS     2021-03-16
4. BOEING COMPANY   2014-01-30 2021-03-17
50. PRUDENTIAL FINL INC   2013-06-05 2021-03-17
2406.16 PRINCIPAL PREFERRED SEC INS     2021-03-23
40. PFIZER INC COM   2014-01-24 2021-04-01
697.35 PGIM TOTAL RETURN BOND CL R6     2021-04-01
1912.046 TIAA CREF SHORT TERM BD FD ADV   2014-03-25 2021-04-01
100. VERIZON COMMUNICATIONS     2021-04-01
25. BOSTON SCIENTIFIC CORP COM   2014-12-23 2021-04-27
30. MORGAN STANLEY DEAN WITTER & CO   2014-07-28 2021-04-27
288.351 NEUBERGER BERMAN LONG SH INS   2013-05-24 2021-04-27
10. UNION PAC CORP   2015-09-28 2021-04-28
31.332 NEUBERGER BERMAN LONG SH INS   2020-12-18 2021-05-03
562.254 NEUBERGER BERMAN LONG SH INS   2013-05-24 2021-05-03
70.386 PGIM TOTAL RETURN BOND CL R6   2020-08-18 2021-05-03
2068.695 PGIM TOTAL RETURN BOND CL R6     2021-05-03
65. VERIZON COMMUNICATIONS     2021-05-03
26.042 BARON EMERGING MARKETS INSTITUTIONAL   2020-01-30 2021-05-05
15. DOLLAR TREE INC   2016-03-02 2021-05-05
10. EOG RES INC COM     2021-05-05
17.053 MONDRIAN INTERNATIONAL VALUE EQUITY   2020-01-30 2021-05-05
8.597 HARDING LOEVNER INTERNATIONAL EQUITY   2017-05-22 2021-05-05
10. CHUBB LTD   2017-09-01 2021-05-05
30. ELECTRONIC ARTS COM     2021-05-11
15. MORGAN STANLEY DEAN WITTER & CO   2014-07-28 2021-05-11
30. ELECTRONIC ARTS COM   2020-03-10 2021-06-14
570.776 EATON VANCE GLOBAL MACRO FD CL I   2013-08-05 2021-06-22
475.285 LOOMIS SAYLES STRATEGIC ALPHA N     2021-06-22
25. SPLUNK INC   2017-05-18 2021-06-22
955.11 TIAA CREF SHORT TERM BD FD ADV   2014-03-25 2021-06-22
25. SPLUNK INC   2017-05-18 2021-06-23
100. CABOT OIL & GAS CORP CL A     2021-06-30
100. CABOT OIL & GAS CORP CL A     2021-07-12
104.33 BARON EMERGING MARKETS INSTITUTIONAL   2020-01-30 2021-08-05
9. MICROSOFT CORP   2018-10-29 2021-08-05
15. MORGAN STANLEY DEAN WITTER & CO   2014-07-28 2021-08-05
25. PFIZER INC COM     2021-08-05
55.112 T ROWE PRICE SMALL CAP STOCK FD   2019-12-13 2021-08-05
25. SPLUNK INC   2017-06-08 2021-08-05
50. CABOT OIL & GAS CORP CL A   2021-05-05 2021-09-01
50. CABOT OIL & GAS CORP CL A   2017-01-17 2021-09-01
15. ELECTRONIC ARTS COM   2020-03-10 2021-09-01
5. UNION PAC CORP   2021-04-01 2021-09-01
5. UNION PAC CORP   2015-09-28 2021-09-01
400. CABOT OIL & GAS CORP CL A     2021-09-02
50. ELECTRONIC ARTS COM     2021-09-30
1. ALPHABET INC CL A   2019-08-28 2021-10-06
40. CITIGROUP INC   2019-08-28 2021-10-06
100. DELTA AIR LINES INC   2016-07-29 2021-10-06
20. WALT DISNEY CO     2021-10-06
25. DOLLAR TREE INC   2016-03-02 2021-10-06
50. EOG RES INC COM     2021-10-06
3. PALO ALTO NETWORKS INC   2016-07-29 2021-10-06
4761.905 PRINCIPAL PREFERRED SEC INS     2021-10-06
25. RAYTHEON TECHNOLOGIES CORP COM     2021-10-06
20. SPLUNK INC   2017-06-08 2021-10-06
20. SQUARE INC A   2018-11-14 2021-10-06
20. STARBUCKS CORP   2016-07-29 2021-10-06
2392.345 TIAA CREF SHORT TERM BD FD ADV     2021-10-06
10. UNION PAC CORP   2015-09-28 2021-10-06
2. ALPHABET INC CL A     2021-10-21
20. AMERICAN CAMPUS COMMUNITIES   2016-10-11 2021-10-21
20. APPLE COMPUTER INC   2015-04-10 2021-10-21
523.013 BARON EMERGING MARKETS INSTITUTIONAL   2020-01-30 2021-10-21
30. DOLLAR TREE INC   2016-03-02 2021-10-21
25. ELECTRONIC ARTS COM   2014-04-09 2021-10-21
652.742 MONDRIAN INTERNATIONAL VALUE EQUITY     2021-10-21
490.838 HARDING LOEVNER INTERNATIONAL EQUITY   2017-05-22 2021-10-21
25. J P MORGAN CHASE & CO     2021-10-21
150.875 MFS MID CAP VALUE I   2020-01-10 2021-10-21
10. MICROSOFT CORP     2021-10-21
44. MORGAN STANLEY DEAN WITTER & CO   2014-07-28 2021-10-21
10. PPG INDS INC COM W/RTS ATTACHED EXP 04/30/2008   2014-01-29 2021-10-21
5. PALO ALTO NETWORKS INC   2016-07-29 2021-10-21
77.537 ROWE T PRICE MID CAP GROWTH FD INC   2020-01-10 2021-10-21
198.939 T ROWE PRICE SMALL CAP STOCK FD     2021-10-21
50. SCHWAB CHARLES CORP NEW COM   2018-04-18 2021-10-21
3. SERVICENOW INC   2016-12-07 2021-10-21
25. SPLUNK INC     2021-10-21
20. SQUARE INC A   2018-11-14 2021-10-21
30. STARBUCKS CORP     2021-10-21
100. TC ENERGY CORP     2021-10-21
10. UNION PAC CORP   2015-09-28 2021-10-21
15. UNITEDHEALTH GRP INC COM     2021-10-21
25. WAL MART STORES INC   2018-11-16 2021-10-21
25. CHUBB LTD     2021-10-21
651.466 CAUSEWAY EMERGING MARKETS INSTL     2021-10-26
125. ELECTRONIC ARTS COM   2014-04-09 2021-10-26
325.415 HARDING LOEVNER INTERNATIONAL EQUITY   2017-05-22 2021-10-26
8848.852 NUVEEN STRATEGIC INCOME I     2021-10-26
10498.427 PRINCIPAL PREFERRED SEC INS     2021-10-26
1484.249 PRINCIPAL PREFERRED SEC INS     2021-10-26
65.669 T ROWE PRICE SMALL CAP STOCK FD   2014-01-06 2021-10-26
11239.012 TIAA CREF SHORT TERM BD FD ADV     2021-10-26
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(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 9,982   7,437 2,545
b 3,790   2,349 1,441
c 4,133   2,282 1,851
d 14,883   10,640 4,243
e 1,097   393 704
1,087   159 928
4,316   2,767 1,549
35,717   28,543 7,174
1,058   647 411
25,000   24,940 60
173   174 -1
44,827   44,777 50
3,076   2,795 281
3,267   2,371 896
4,154   2,401 1,753
1,070   1,579 -509
875   741 134
4,824   3,096 1,728
1,523   348 1,175
2,630   1,145 1,485
45,043   46,863 -1,820
943   915 28
655   478 177
25,000   25,034 -34
1,058   431 627
1,059   722 337
1,113   959 154
1,034   517 517
4,635   3,385 1,250
25,000   25,112 -112
1,451   1,150 301
10,042   10,448 -406
20,000   20,047 -47
5,831   4,719 1,112
1,064   328 736
2,444   589 1,855
5,000   3,475 1,525
2,271   862 1,409
541   519 22
9,710   6,775 2,935
1,019   1,051 -32
29,955   30,491 -536
3,783   3,029 754
501   378 123
1,714   1,184 530
769   1,002 -233
254   241 13
253   180 73
1,708   1,406 302
4,266   3,220 1,046
1,275   295 980
4,443   3,025 1,418
5,000   5,228 -228
5,000   4,736 264
3,440   1,636 1,804
10,000   10,014 -14
3,400   1,636 1,764
1,733   2,440 -707
1,776   2,231 -455
2,000   1,516 484
2,594   937 1,657
1,463   295 1,168
1,125   717 408
4,026   2,830 1,196
3,677   1,528 2,149
809   865 -56
809   1,088 -279
2,196   1,512 684
1,084   1,100 -16
1,084   431 653
6,952   7,317 -365
7,120   4,805 2,315
2,731   1,174 1,557
2,854   2,495 359
4,367   3,929 438
3,463   1,864 1,599
2,413   1,973 440
4,288   4,885 -597
1,437   393 1,044
49,952   48,642 1,310
2,212   1,637 575
2,897   1,222 1,675
4,802   1,387 3,415
2,205   1,162 1,043
25,000   25,082 -82
2,101   862 1,239
5,639   1,998 3,641
1,027   909 118
2,966   631 2,335
9,911   7,599 2,312
3,056   2,367 689
3,487   704 2,783
9,915   9,211 704
14,921   10,303 4,618
4,231   1,472 2,759
5,002   3,810 1,192
3,089   777 2,312
4,395   864 3,531
1,626   917 709
2,533   655 1,878
10,081   7,469 2,612
15,088   9,970 5,118
4,103   2,625 1,478
2,056   238 1,818
4,239   1,428 2,811
5,269   1,387 3,882
3,432   1,712 1,720
5,476   4,654 822
2,288   862 1,426
6,570   3,360 3,210
3,657   2,443 1,214
4,635   3,411 1,224
9,974   7,312 2,662
17,893   3,518 14,375
10,013   6,830 3,183
98,576   90,974 7,602
109,709   105,283 4,426
15,510   14,617 893
4,978   2,888 2,090
117,111   117,833 -722
      72,253
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      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
      72,253
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       2,545
b       1,441
c       1,851
d       4,243
e       704
      928
      1,549
      7,174
      411
      60
      -1
      50
      281
      896
      1,753
      -509
      134
      1,728
      1,175
      1,485
      -1,820
      28
      177
      -34
      627
      337
      154
      517
      1,250
      -112
      301
      -406
      -47
      1,112
      736
      1,855
      1,525
      1,409
      22
      2,935
      -32
      -536
      754
      123
      530
      -233
      13
      73
      302
      1,046
      980
      1,418
      -228
      264
      1,804
      -14
      1,764
      -707
      -455
      484
      1,657
      1,168
      408
      1,196
      2,149
      -56
      -279
      684
      -16
      653
      -365
      2,315
      1,557
      359
      438
      1,599
      440
      -597
      1,044
      1,310
      575
      1,675
      3,415
      1,043
      -82
      1,239
      3,641
      118
      2,335
      2,312
      689
      2,783
      704
      4,618
      2,759
      1,192
      2,312
      3,531
      709
      1,878
      2,612
      5,118
      1,478
      1,818
      2,811
      3,882
      1,720
      822
      1,426
      3,210
      1,214
      1,224
      2,662
      14,375
      3,183
      7,602
      4,426
      893
      2,090
      -722
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 233,021
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 4,433
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 4,433
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,539
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 2,894
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,433
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  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 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)
    bulletNE
    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 ofbulletUS BANK NA Telephone no.bullet (402) 434-1582

    Located atbullet702 EAST 27TH STREETSCOTTSBLUFFNE ZIP+4bullet69361
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BRIAN DEBRIE TRUSTEE
    1     		0    
    26627 TAYLOR STREET
    VALLEY,NE68064
    FATHER JAMES O' KANE TRUSTEE
    1     		0    
    105 S 9TH STREET 702
    OMAHA,NE68102
    FATHER NEAL HOCK TRUSTEE
    1     		0    
    PO BOX 399
    NORTH PLATTE,NE69103
    US BANK N A TRUSTEE
    1     		0    
    PO BOX 0634
    MILWAUKEE,WI532010634
    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
    5,591,783
    b
    Average of monthly cash balances.......................
    1b
    80,536
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,672,319
    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
    5,672,319
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    85,085
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,587,234
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    279,362
    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
    279,362
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,433
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,433
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    274,929
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    274,929
    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
    274,929
    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 7 274,929
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 226,524
    b Total for prior years:20, 20, 20 0
    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$ 233,243
    a Applied to 2020, but not more than line 2a 226,524
    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..... 6,719
    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 ..........     		268,210
    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
    DIOCESE OF GRAND ISLAND
    PO BOX 996
    GRAND ISLAND,NE68802     		NONE PC GENERAL OPERATING 165,363
    DIOCESE OF RAPID CITY
    424 FAIRMONT BLVD
    RAPID CITY,SD57701     		NONE PC GENERAL OPERATING 61,161
    Total .................................bullet 3a 226,524
    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 ............     		    18 233,021  
    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) ..   358,933  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    358,933
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


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

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    LOLA LEU FOUNDATION
     
    Employer identification number

    20-7548727
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    LOLA LEU FOUNDATION
          		Employer identification number
    20-7548727
    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
    LOLA LEU ESTATE
    C/O SIMMONS OLSEN LAW FIRM
    1502 SECOND AVENUE
    SCOTTSBLUFF, NE69361

    		$ 100,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    LOLA LEU FOUNDATION
          		Employer identification number

    20-7548727
    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
    LOLA LEU FOUNDATION
          		Employer identification number

    20-7548727
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 2,500     2,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Name of Bond End of Year Book Value End of Year Fair Market Value
    74253Q416 PRINCIPAL PREFERRED    
    258620103 DOUBLELINE TOTAL RET 63,405 61,440
    94974BFJ4 WELLS FARGO MTN 25,016 25,722
    277923728 EATON VANCE GLOBAL M 176,253 168,141
    38141GRD8 GOLDMAN SACHS GROUP 23,863 25,746
    31420B300 FEDERATED HERMES INS 196,649 197,374
    024932154 AMERICAN CENTURY HIG 172,230 176,498
    670678390 NUVEEN STRATEGIC INC    
    06051GFB0 BANK OF AMERICA MTN 50,314 53,123
    6174468C6 MORGAN STANLEY 49,880 54,187
    74440B884 PGIM TOTAL RETURN BO    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Name of Stock End of Year Book Value End of Year Fair Market Value
    779572106 T ROWE PRICE SMALL C 171,969 272,309
    64128R608 NEUBERGER BERMAN LON    
    127097103 CABOT OIL GAS CORP C    
    440452100 HORMEL FOODS CORP    
    848637104 SPLUNK INC 4,492 9,258
    06828M876 BARON EMERGING MARKE 157,005 214,976
    855244109 STARBUCKS CORP 4,166 8,773
    26875P101 E O G RES INC 11,808 11,992
    81762P102 SERVICENOW INC 9,076 77,893
    247361702 DELTA AIR LINES INC 3,660 3,908
    037833100 APPLE INC 31,848 269,019
    437076102 HOME DEPOT INC 11,619 29,466
    285512109 ELECTRONIC ARTS INC    
    03027X100 AMERICAN TOWER CORP 17,356 61,425
    28176E108 EDWARDS LIFESCIENCES 9,793 38,865
    91324P102 UNITED HEALTH GROUP 12,390 48,708
    697435105 PALO ALTO NETWORKS I 5,160 22,270
    G5960L103 MEDTRONIC PLC 15,512 21,207
    931142103 WAL MART STORES INC 22,598 49,918
    594918104 MICROSOFT CORP 24,433 208,518
    023135106 AMAZON.COM INC 30,776 120,036
    816851109 SEMPRA ENERGY 4,302 5,953
    92343V104 VERIZON COMMUNICATIO    
    N53745100 LYONDELLBASELL INDUS 7,660 8,762
    02079K305 ALPHABET INC CL A 27,077 98,499
    22160K105 COSTCO WHSL CORP 17,788 52,228
    412295107 HARDING LOEVNER INTE 112,600 160,626
    097023105 BOEING CO 6,913 11,274
    693506107 P P G INDS INC 6,345 12,071
    46625H100 J P MORGAN CHASE CO 22,563 64,132
    254687106 DISNEY WALT CO 6,280 10,842
    369550108 GENERAL DYNAMICS COR 12,341 17,720
    717081103 PFIZER INC 9,059 19,782
    806857108 SCHLUMBERGER LTD 16,129 5,691
    907818108 UNION PACIFIC CORP 7,329 21,414
    060505104 BANK OF AMERICA CORP 24,002 55,613
    256746108 DOLLAR TREE INC 10,104 21,078
    779556109 ROWE T PRICE MID-CAP 194,588 286,749
    30303M102 FACEBOOK INC A 25,560 82,406
    744320102 PRUDENTIAL FINANCIAL    
    56585A102 MARATHON PETROLEUM C 27,253 31,035
    36381Y108 MONDRIAN INTERNATION 212,615 227,379
    375558103 GILEAD SCIENCES INC 22,100 23,598
    57636Q104 MASTERCARD INC 21,121 102,766
    024835100 AMERICAN CAMPUS COMM 4,281 5,729
    670678507 NUVEEN REAL ESTATE S 165,017 176,263
    55272P596 MFS MID CAP VALUE I 176,971 275,760
    808513105 SCHWAB CHARLES CORP 27,471 56,768
    101137107 BOSTON SCIENTIFIC CO 4,192 13,806
    H1467J104 CHUBB LTD 11,311 22,231
    149498107 CAUSEWAY EMERGING MA 22,231 24,143
    852234103 SQUARE INC A 5,250 13,728
    012653101 ALBEMARLE CORP 11,695 42,079
    G6095L109 APTIV PLC 9,528 20,619
    172967424 CITIGROUP INC    
    26614N102 DUPONT DE NEMOURS IN 3,664 5,331
    260557103 DOW INC    
    15135B101 CENTENE CORP COM 33,274 51,500
    110122108 BRISTOL MYERS SQUIBB 8,385 9,353
    87807B107 TC ENERGY CORP 5,170 6,050
    776696106 ROPER INDS INC 4,739 5,410
    617446448 MORGAN STANLEY    
    217204106 COPART INC COM 7,991 12,130
    75513E101 RAYTHEON TECHNOLOGIE 8,433 11,532
    57667L107 MATCH GROUP INC NEW 14,499 13,225
    79466L302 SALESFORCE COM INC 2,182 2,541
    893641100 TRANSDIGM GROUP INC 7,980 8,908
    87918A105 TELADOC INC 9,890 5,050
    87612E106 TARGET CORP 15,016 28,699
    595112103 MICRON TECHNOLOGY IN 10,905 15,370
    78409V104 S P GLOBAL INC 7,126 10,854
    92556V106 VIATRIS INC 20,704 11,230
    009066101 AIRBNB INC CL A 16,741 16,649
    22266L106 COUPA SOFTWARE INC 7,309 4,900
    278865100 ECOLAB INC 7,529 8,211
    89400J107 TRANSUNION 7,153 8,538
    76680R206 RINGCENTRAL INC 5,130 3,747
    30063P105 EXACT SCIENCES CORPO 4,268 3,502
    70450Y103 PAYPAL HOLDINGS INC 4,956 3,772
    88339J105 TRADE DESK INC THE C 3,732 5,957
    461202103 INTUIT INC 3,762 6,432

    TY 2021 InvestmentsOtherSchedule2
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    87245P650 TIAA CREF SHORT TERM      
    524686524 CLEARBRIDGE INTERNAT AT COST 76,873 101,415
    63873P817 LOOMIS SAYLES STRATE AT COST 113,604 124,207
    46432F842 ISHARES CORE MSCI EA AT COST 79,859 108,974
    89155H793 TOUCHSTONE MID CAP Y      
    72369L107 PIONEER ILS INTERVAL AT COST 75,000 72,166
    56063J344 MAINSTAY FLOATING RA AT COST 89,660 89,366
    670700400 NUVEEN PREFERRED SEC AT COST 277,500 275,815
    52469F721 WESTERN ASSET INCOME AT COST 98,000 97,520
    13161T401 CALVERT SHORT DURATI AT COST 245,000 241,469
    03463K406 ANGEL OAK MULTI STRA AT COST 118,000 116,837
    464287499 ISHARES RUSSELL MID AT COST 40,090 46,735

    TY 2021 OtherAssetsSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    000000000 MISCELLANEOUS ENTRY 2,695 4,708 4,708


    TY 2021 OtherDecreasesSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Description Amount
    PY ROC ADJ 81


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 42,190 37,971   4,219


    TY 2021 TaxesSchedule
    Name:
    LOLA LEU FOUNDATION
    EIN:
    20-7548727
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,305 1,305   0
    FEDERAL ESTIMATES - PRINCIPAL 1,298 0   0
    FOREIGN TAXES ON NONQUALIFIED 738 738   0