Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
THE GRAYBIRD FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 2267 3875 BOHANNON DR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MENLO PARK, CA94026
A Employer identification number

81-0690611
B Telephone number (see instructions)

(650) 483-6201
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$1,677,299J 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) 526,241
2 Check bullet.............
3 Interest on savings and temporary cash investments 28 28 28
4 Dividends and interest from securities... 26,010 26,010 26,010
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 285,927
b Gross sales price for all assets on line 6a 802,605
7 Capital gain net income (from Part IV, line 2)... 285,927
8 Net short-term capital gain......... 12,179
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 9,420 9,420 9,420
12 Total. Add lines 1 through 11........ 847,626 321,385 47,637
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 355,348     355,348
14 Other employee salaries and wages...... 77,898     77,898
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 13,500     13,500
c Other professional fees (attach schedule).... Click to see attachment 1,479     1,479
17 Interest............... 362     362
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,467     4,467
19 Depreciation (attach schedule) and depletion... Click to see attachment 14,621    
20 Occupancy.............. 43,096     43,096
21 Travel, conferences, and meetings....... 6,835     6,835
22 Printing and publications.......... 335     335
23 Other expenses (attach schedule)....... Click to see list of attachments 145,503     145,282
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 663,444 0   648,602
25 Contributions, gifts, grants paid....... 45,765 45,765
26 Total expenses and disbursements. Add lines 24 and 25 709,209 0   694,367
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 138,417
b Net investment income (if negative, enter -0-) 321,385
c Adjusted net income (if negative, enter -0-)... 47,637
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............. 33,484 84,775 84,775
2 Savings and temporary cash investments......... 177,025 25,447 25,447
3 Accounts receivable bullet214
Less: allowance for doubtful accounts bullet     214 214
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 7,516 4,813 4,813
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 958,102 Click to see attachment1,136,237 1,515,748
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet127,222
Less: accumulated depreciation (attach schedule) bullet88,667 32,617 Click to see attachment38,555 38,555
15 Other assets (describe bullet) Click to see attachment15,760 Click to see attachment7,747 Click to see attachment7,747
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,224,504 1,297,788 1,677,299
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment65,133  
23 Total liabilities (add lines 17 through 22)......... 65,133 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........... 1,159,371 1,297,788
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........    
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)..... 1,159,371 1,297,788
30 Total liabilities and net assets/fund balances (see instructions). 1,224,504 1,297,788
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
1,159,371
2
Enter amount from Part I, line 27a .....................
2
138,417
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,297,788
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,297,788
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 4072.253 ASPIRIANT DEFENSIVE ALLOC P 2021-06-01 2021-06-25
b 3829.879 ASPIRIANT DEFENSIVE ALLOC P 2019-06-01 2021-07-22
c 2415.287 ASPIRIANT RISK MGD EQTY P 2021-06-01 2021-06-25
d 3316.399 ASPIRIANT RISK MGD EQTY P 2019-06-01 2021-07-22
e 12917.104 ASPIRIANT RISK MGD TXBLE P 2021-06-01 2021-06-25
6321.232 ASPIRIANT RISK MGD TXBLE P 2019-06-01 2021-07-22
348.614 DFA EMERGING MKTS CORE P 2021-06-01 2021-06-25
269.856 DFA EMERGING MKTS VALUE P 2021-06-01 2021-06-25
600.373 DFA INTERNATIONAL CORE EQUITY P 2021-06-01 2021-06-25
340.396 DFA INTERNATIONAL CORE EQUITY P 2019-06-01 2021-06-25
183.250 DFA INTL SMALL CAP VALUE P 2021-06-21 2021-06-25
146.000 ISHARES CORE S&P US VALUE P 2019-06-01 2021-09-27
934.000 SPDR S&P 500 ETF P 2019-06-01 2021-01-11
169.875 VANGUARD DIVIDEND GROWTH INV P 2021-06-25 2021-06-25
103.000 VANGUARD SMALL CAP VALUE P 2021-06-25 2021-06-25
17.000 VANGUARD SMALL CAP VALUE P 2019-01-17 2021-11-17
(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 45,586   44,485 1,101
b 42,733   37,459 5,274
c 36,738   34,143 2,595
d 50,884   42,288 8,596
e 132,206   133,000 -794
64,589   62,139 2,450
9,204   7,097 2,107
8,659   8,037 622
9,734   8,331 1,403
5,571   4,251 1,320
4,000   3,285 715
10,652   8,135 2,517
355,172   102,646 252,526
6,196   5,663 533
17,563   13,666 3,897
3,118   2,053 1,065
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       1,101
b       5,274
c       2,595
d       8,596
e       -794
      2,450
      2,107
      622
      1,403
      1,320
      715
      2,517
      252,526
      533
      3,897
      1,065
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 2 285,927
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 12,179
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  
3 Add lines 1 and 2........................... 3 4,467
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 4,467
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,280
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 9,280
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 4,813
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,813 RefundedBullet 11  
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)
    bulletCA, DE
    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 addressbulletwww.graybirdfoundation.org
    14
    The books are in care ofbulletHELEN BOYER Telephone no.bullet (650) 483-6201

    Located atbullet899 SANTA CRUZ AVENUE STE 221MENLO PARKCA ZIP+4bullet94025
    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
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JILL GROSSMAN PRES, DIR
    20.00     		0    
    899 SANTA CRUZ AVENUE STE 221
    MENLO PARK,CA94025
    HELEN BOYER SEC,TRS,DIR
    35.00     		165,348    
    899 SANTA CRUZ AVENUE STE 221
    MENLO PARK,CA94025
    RENEE SPOONER VP, DIR
    40.00     		190,000    
    899 SANTA CRUZ AVENUE STE 221
    MENLO PARK,CA94025
    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
    SHELLEY C WILLIG MRKTING SPECIALIST
    30.00     		77,898    
    899 SANTA CRUZ AVE STE 221
    MENLO PARK,CA94025
    Total number of other employees paid over $50,000...................bullet  
    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.............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 WOOD RIVER WOMEN'S FOUNDATION 145,521
    2 IDAHO CONSERVATION LEAGUE 63,496
    3 ARCHITECTS OF PEACE FOUNDATION 52,870
    4 ABILITY PATH 27,746
    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
    1,028,029
    b
    Average of monthly cash balances.......................
    1b
    195,025
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,223,054
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,223,054
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    18,346
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,204,708
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    60,235
    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
    60,235
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,467
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,467
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    55,768
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    55,768
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    55,768
    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 55,768
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 431,892
    b From 2017...... 432,682
    c From 2018...... 632,577
    d From 2019...... 693,646
    e From 2020...... 702,331
    f Total of lines 3a through e ........ 2,893,128
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 694,367
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 55,768
    e Remaining amount distributed out of corpus 638,599
    5 Excess distributions carryover applied to 2021.    
    (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 3,531,727
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    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......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		431,892
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		3,099,835
    10 Analysis of line 9:
    a Excess from 2017.... 432,682
    b Excess from 2018.... 632,577
    c Excess from 2019.... 693,646
    d Excess from 2020.... 702,331
    e Excess from 2021.... 638,599
    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).)
    JILL GROSSMAN
    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
    ABILITYPATH
    350 TWIN DOLPHIN DRIVE SUITE 123
    REDWOOD CITY,CA94065     		  501(c)(3) DONATION TO THEIR ANNUAL CAPITAL CAMPAIGN IN SUPPORT OF THEIR MISSION TO SERVE INDIVIDUALS WITH DISABILITIES IN THE COMMUNITY. 600
    ARCHITECTS OF PEACE FOUNDATION
    1589 WELFORD CIRCLE
    HAYWARD,CA94544     		  501(c)(3) MARKETING SERVICES, INCLUDING A WEBSITE IN SUPPORT OF THE MISSION TO EDUCATE THE COMMUNITY AND INSPIRE PEACE. 10,738
    WOOD RIVER WOMEN'S FOUNDATION
    PO BOX 3686
    KETCHUM,ID83340     		  501(c)(3) MARKETING SERVICES IN SUPPORT OF THEIR MISSION TO INSPIRE AND EDUCATE WOMEN TO BECOME LEADERS IN PHILANTHROPY, AND POSITIVE CHANGE IN THEIR COMMUNITY THROUGH POOLED GRANT MAKING. 21,806
    IDAHO CONSERVATION LEAGUE
    710 N 6H ST
    BOISE,ID83702     		  501(c)(3) CONDUCT MARKET RESEARCH IN SUPPORT OF THEIR MISSION TO CREATE A CONSERVATION COMMUNITY AND PRAGMATIC, ENDURING SOLUTIONS THAT PROTECT AND RESTORE NATURE. 11,021
    ABILITYPATH
    350 TWIN DOLPHIN DRIVE SUITE 123
    REDWOOD CITY,CA94065     		  501(c)(3) DONATION TO THEIR ANNUAL CAPITAL CAMPAIGN IN SUPPORT OF THEIR MISSION TO SERVE INDIVIDUALS WITH DISABILITIES IN THE COMMUNITY. 600
    NATIONAL PKU ALLIANCE
    2809 E HAMILTON AVE 311
    EAU CLAIRE,WI54701     		  501(c)(3) DONATION TO THEIR ANNUAL CAPITAL CAMPAIGN IN SUPPORT OF THEIR MISSION TO IMPROVE THE LIVES OF INDIVIDUALS AND FAMILIES AFFECTED WITH PKU THROUGH RESEARCH, SUPPORT AND ADVOCACY, WHILE ULTIMATELY SEEKING A CURE. 1,000
    Total .................................bullet 3a 45,765
    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 ...........     		      28  
    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 ............     		        285,927
    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) ..   35,458 285,927
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    321,385
    (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: 21013475
    Software Version: 2021v4.1


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

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

    81-0690611
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    THE GRAYBIRD FOUNDATION
          		Employer identification number
    81-0690611
    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
    JILL GROSSMAN
    899 SANTA CRUZ AVE STE 221
     
    MENLO PARK, CA94025

    		$ 739,943


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JILL GROSSMAN
    899 SANTA CRUZ AVE STE 221
     
    MENLO PARK, CA94025

    		$ 11,040


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    81-0690611
    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
    1
    		 SECURITIES $ 739,943 2021-12-21
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 SECURITIES $ 11,040 2021-12-27
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE GRAYBIRD FOUNDATION
          		Employer identification number

    81-0690611
    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: 21013475
    Software Version: 2021v4.1

    TY 2021 AccountingFeesSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      13,500 0 0 13,500

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 AmortizationSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description of Amortized Expenses Date Acquired, Completed, or Expended Amount Amortized Deduction for Prior Years Amortization Method Current Year Amortization Net Investment Income Adjusted Net Income Total Amount of Amortization
    ELECTRICAL WIRING 2018-01-25 8,611 644 39.0000 221     865

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    PROJECTOR 2016-06-22 486 383 200DB 8.87 % 43      
    PRINTER 2016-08-24 374 347 200DB 7.06 % 27      
    CELL PHONE 2016-10-11 948 857 200DB 9.58 % 91      
    OFFICE FURNITURE 2017-10-13 18,418 11,947 200DB 10.04 % 1,849      
    CONFERENCE TABLE /CHAIRS 2017-10-30 4,532 2,940 200DB 10.04 % 455      
    OFFICE CHAIRS 2017-01-17 196 142 200DB 8.75 % 17      
    RUG 2017-05-18 347 243 200DB 8.87 % 31      
    MONITORS 2017-12-08 1,310 1,042 200DB 10.94 % 143      
    SIGN 2017-12-26 804 522 200DB 10.04 % 81      
    OFFICE EQUIPMENT 2018-01-08 357 221 200DB 10.93 % 39      
    CELL PHONE 2018-01-09 1,078 825 200DB 11.01 % 119      
    OFFICE SIGN 2018-01-10 1,590 982 200DB 10.93 % 174      
    MICROWAVE 2018-01-25 261 161 200DB 10.93 % 29      
    CELL PHONE 2018-01-26 1,034 792 200DB 11.01 % 114      
    CELL PHONE 2018-01-29 1,252 959 200DB 11.01 % 138      
    CELL PHONE 2018-01-29 1,034 792 200DB 11.01 % 114      
    CELL PHONE 2018-02-06 408 313 200DB 11.01 % 45      
    CELL PHONE 2018-02-26 1,406 1,077 200DB 11.01 % 155      
    OFFICE SIGN 2018-03-13 680 420 200DB 10.93 % 74      
    BICYCLE 2018-03-29 481 297 200DB 10.93 % 53      
    LAMPS 2018-05-30 512 297 200DB 11.97 % 61      
    PRINTER 2018-06-20 475 348 200DB 11.37 % 54      
    PRINTER 2018-06-20 475 348 200DB 11.37 % 54      
    DOOR SIGN 2018-06-28 266 154 200DB 11.97 % 32      
    LAPTOP 2018-09-04 2,453 1,702 200DB 12.24 % 300      
    FURNITURE 2018-10-18 7,910 4,018 200DB 14.06 % 1,112      
    MACBOOK PRO 2018-12-14 3,240 2,132 200DB 13.68 % 443      
    CELL PHONE 2018-12-21 1,451 955 200DB 13.68 % 198      
    LAP TOP COMPUTER 2018-10-17 2,237 1,472 200DB 13.68 % 306      
    LASER PRINTER 2019-01-22 370 192 200DB 19.20 % 71      
    LAPTOP 2019-01-25 3,434 1,786 200DB 19.20 % 659      
    SOFTWARE 2019-02-01 250 125 SL 33.33 % 83      
    OFFICE CHAIRS 2019-08-19 358 139 200DB 17.49 % 63      
    LAPTOPS 2019-08-21 4,378 2,277 200DB 19.20 % 841      
    SOFTWARE 2019-08-29 250 125 SL 33.33 % 83      
    SOFTWARE 2019-08-30 250 125 SL 33.33 % 83      
    COMPUTER MONITORS 2019-10-07 382 198 200DB 19.20 % 73      
    COMPUTER MONITOR 2019-10-15 191 99 200DB 19.20 % 37      
    COMPUTER MONITOR 2019-10-15 191 99 200DB 19.20 % 37      
    COMPUTER 2019-10-28 1,248 649 200DB 19.20 % 240      
    PRINTER 2019-12-09 735 382 200DB 19.20 % 141      
    FILE CABINET 2019-11-14 1,026 398 200DB 17.49 % 179      
    REFRIGERATOR 2019-11-14 1,211 470 200DB 17.49 % 212      
    IPAD 2020-01-14 958 192 200DB 32.00 % 307      
    DESK 2020-05-12 781 112 200DB 24.49 % 191      
    ROUTER 2020-06-03 218 44 200DB 32.00 % 70      
    MONITOR 2020-06-08 223 45 200DB 32.00 % 71      
    MONITOR 2020-06-08 223 45 200DB 32.00 % 71      
    NETGEAR SOFTWARE 2020-09-15 549 92 SL 33.33 % 183      
    IPHONE 2020-09-22 1,565 313 200DB 32.00 % 501      
    COMPACT REFRIGERATOR 2020-10-21 218 31 200DB 24.49 % 53      
    FURNITURE 2020-10-23 1,596 228 200DB 24.49 % 391      
    MIRROR 2020-12-09 629 90 200DB 24.49 % 154      
    APPLE TRACKPAD 2020-12-21 142 28 200DB 32.00 % 45      
    LAPTOP 2021-03-17 2,506   200DB 20.00 % 501      
    IPHONE 2021-03-22 1,585   200DB 20.00 % 317      
    IPHONE 2021-05-03 1,523   200DB 20.00 % 305      
    LAPTOP 2021-05-12 2,398   200DB 20.00 % 480      
    HEADPHONES 2021-08-13 321   200DB 14.29 % 46      
    SLAB WOOD TABLE SV 2021-10-15 3,132   200DB 14.29 % 448      
    OFFICE FURNITURE SV 2021-10-18 3,321   200DB 14.29 % 475      
    FURNISHINGS SV 2021-10-18 1,971   200DB 14.29 % 282      
    CHAIRS SV 2021-10-18 540   200DB 14.29 % 77      
    FURNISHINGS SV 2021-11-01 459   200DB 14.29 % 66      
    PRINTER SV 2021-11-03 578   200DB 20.00 % 116      
    ELECTRONICS SV 2021-11-12 600   200DB 14.29 % 86      
    CHAIRS SV 2021-12-03 276   200DB 14.29 % 39      
    CARPET SV 2021-12-15 1,349   200DB 14.29 % 193      

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    8249.653 ASPIRIANT RISK MGD EQTY 102,470 128,365
    28677.105 DFA EMERGING MKTS CORE 421,475 718,075
    439.269 DFA EMERGING MKTS VALUE 10,817 13,622
    37401.638 ASPIRIANT RISK MGD TAXABLE 367,840 369,154
    420.000 VANGUARD SMALL CAP VALUE 49,965 75,117
    13399.235 ASPIRIANT DEFENSIVE ALLOC 131,055 143,506
    1392.610 DFA INTERNATIONAL CORE 17,405 22,421
    262.000 ISHARES CORE S&P 14,599 20,001
    1008.139 DFA INTL SMALL CAP 17,542 21,564
    0.000 SPDR S&P 500    
    99.876 VANGUARD DIVIDEND GROWTH 3,069 3,923

    TY 2021 LandEtcSchedule2
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 52,383 30,032 22,351 22,351
    Machinery and Equipment 74,839 58,635 16,204 16,204


    TY 2021 OtherAssetsSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Net Intangible Assets 7,967 7,746 7,747
    Rounding 2 1  


    TY 2021 OtherExpensesSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Amortization 221      
    BANK CHARGES 1,127     1,127
    DUES & SUBSCRIPTIONS 8,015     8,015
    EMPLOYEE BENEFITS 68,989     68,989
    INSURANCE 2,061     2,061
    INTERNET EXPENSE 4,251     4,251
    LICENSE & FEES 176     176
    MEALS 2,654     2,654
    OFFICE SUPPLIES 8,740     8,740
    OUTSIDE SERVICES 12,543     12,543
    PAYROLL FEES 1,678     1,678
    PAYROLL TAXES 29,491     29,491
    POSTAGE & MAILING 1,585     1,585
    SECRETARY OF STATE FEE 141     141
    TELEPHONE 1,090     1,090
    WORKERS COMPENSATION INSURANCE 2,741     2,741


    TY 2021 OtherIncomeSchedule2
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Other Investment Income 9,420 8,220 8,220


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PROFESSIONAL SERVICES 1,479 0 0 1,479


    TY 2021 TaxesSchedule
    Name:
    THE GRAYBIRD FOUNDATION
    EIN:
    81-0690611
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CURRENT YEAR EXCISE TAXES 4,467     4,467