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
THE RESOURCE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO WJ MCKEEVER CO LLC PO BOX 5
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREENWICH, CT06831
A Employer identification number

22-2870501
B Telephone number (see instructions)

(203) 622-8625
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$22,822,610J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 2,125,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 382,439 382,439  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 566,086
b Gross sales price for all assets on line 6a 2,997,667
7 Capital gain net income (from Part IV, line 2)... 566,086
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 147 147  
12 Total. Add lines 1 through 11........ 3,073,672 948,672  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 130,049 32,512   97,537
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 43,870 5,703   38,167
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,530 1,506   6,024
c Other professional fees (attach schedule).... Click to see attachment 147,938 111,937   36,001
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 14,754 1,330   8,904
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 8,107 1,053   7,058
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 352,248 154,041   193,691
25 Contributions, gifts, grants paid....... 717,912 717,912
26 Total expenses and disbursements. Add lines 24 and 25 1,070,160 154,041   911,603
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 2,003,512
b Net investment income (if negative, enter -0-) 794,631
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 1,154,162 2,519,312 2,519,312
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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..........      
10a Investments—U.S. and state government obligations (attach schedule) 100,000 Click to see attachment100,000 108,266
b Investments—corporate stock (attach schedule)....... 12,306,216 Click to see attachment12,958,725 20,195,032
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 bullet4,692
Less: accumulated depreciation (attach schedule) bullet4,692      
15 Other assets (describe bullet) Click to see attachment7,498 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 13,567,876 15,578,037 22,822,610
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 attachment17,352 Click to see attachment12,480
23 Total liabilities (add lines 17 through 22)......... 17,352 12,480
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........ 11,439,121 11,450,643
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,111,403 4,114,914
29 Total net assets or fund balances (see instructions)..... 13,550,524 15,565,557
30 Total liabilities and net assets/fund balances (see instructions). 13,567,876 15,578,037
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
13,550,524
2
Enter amount from Part I, line 27a .....................
2
2,003,512
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,521
4
Add lines 1, 2, and 3 ..........................
4
15,565,557
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,565,557
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 DOUBLELINE TOTAL RETURN P 2020-03-12 2021-05-25
b PIMCO MORTGAGE OPPORTUNITIES FD P   2021-05-25
c AON PLC P 2021-05-24 2021-07-09
d PIMCO INCOME FUND P   2021-08-16
e META PLATFORMS P 2020-04-30 2021-09-01
VISA INC P 2018-06-11 2021-09-01
CLARIVATE PLC P 2021-05-24 2021-09-14
CLARIVATE PLC P 2021-05-24 2021-10-04
ROPER TECHNOLOGIES P 2018-03-16 2021-10-06
THERMO FISHER SCIENTIFIC P 2015-10-21 2021-10-06
DOUBLELINE TOTAL RETURN P 2020-03-12 2021-11-02
DOUBLELINE TOTAL RETURN P 2017-11-03 2021-11-02
DOUBLELINE TOTAL RETURN P 2021-10-05 2021-11-02
DOUBLELINE TOTAL RETURN P 2020-04-02 2021-11-02
DOUBLELINE TOTAL RETURN P 2020-04-02 2021-11-03
COMCAST P   2021-01-06
ALLEGION PLC P   2021-01-06
AO SMITH CORP P   2021-01-06
CELANESE CORP P   2021-01-06
PERRIGO CO P   2021-01-14
KLA CORPORATION P   2021-01-14
PERRIGO CO P   2021-01-15
ALLEGION PLC P   2021-01-28
ALLEGION PLC P   2021-02-05
KLA CORPORATION P   2021-02-05
COMCAST CORP P   2021-02-05
DIAGEO PLC P   2021-02-05
FLEETCOR TECHNOLOGIES P   2021-02-05
ALPHABET INC P   2021-02-05
ALLEGION PLC P   2021-02-16
ALLEGION PLC P   2021-02-19
HENRY SCHEIN INC P   2021-02-25
ALLEGION PLC P   2021-02-26
HENRY SCHEIN INC P   2021-03-02
FLEETCOR TECHNOLOGIES P   2021-03-03
ALLEGION PLC P   2021-03-03
ALLEGION PLC P   2021-03-05
FLEETCOR TECHNOLOGIES P   2021-03-11
COMCAST P   2021-03-12
BERKSHIRE HATHAWAY P   2021-03-12
FLEETCOR TECHNOLOGIES P   2021-03-12
HENRY SCHEIN INC P   2021-03-15
FLEETCOR TECHNOLOGIES P   2021-03-15
HENRY SCHEIN INC P   2021-03-18
HENRY SCHEIN INC P   2021-03-19
HENRY SCHEIN INC P   2021-03-22
HENRY SCHEIN INC P   2021-03-26
AO SMITH CORP P   2021-04-26
DIAGEO PLC P   2021-06-15
ORACLE CORP P   2021-07-12
ORACLE CORP P   2021-08-11
ALPHABET INC P   2021-08-11
AO SMITH CORP P   2021-08-11
DIAGEO PLC P   2021-09-24
ORACLE CORP P   2021-10-20
COMCAST P   2021-10-20
VISA INC P   2021-11-15
  P    
  P    
  P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 158,100   162,587 -4,487
b 251,850   256,443 -4,593
c 117,869   127,377 -9,508
d 144,600   149,134 -4,534
e 191,378   101,661 89,717
287,413   167,811 119,602
58,133   74,500 -16,367
53,129   74,500 -21,371
22,287   14,222 8,065
85,021   18,749 66,272
137,274   142,519 -5,245
91,483   93,405 -1,922
367,148   368,200 -1,052
162,445   162,290 155
104,700   104,800 -100
28,353   4,870 23,483
21,269   15,559 5,710
899   724 175
23,501   8,613 14,888
28,248   62,063 -33,815
40,797   13,243 27,554
14,014   26,292 -12,278
8,779   6,469 2,310
6,819   4,895 1,924
5,477   1,888 3,589
5,050   856 4,194
25,259   8,828 16,431
36,854   19,843 17,011
54,413   7,474 46,939
5,642   4,158 1,484
5,545   4,153 1,392
47,829   44,074 3,755
5,331   3,989 1,342
10,511   8,602 1,909
6,490   3,026 3,464
5,497   3,981 1,516
10,231   7,361 2,870
21,739   9,073 12,666
6,051   917 5,134
51,264   11,341 39,923
22,411   9,203 13,208
5,551   4,174 1,377
14,972   6,059 8,913
5,028   2,424 2,604
4,224   1,551 2,673
3,189   1,150 2,039
9,171   3,283 5,888
6,588   4,391 2,197
11,326   3,223 8,103
53,074   23,275 29,799
7,562   3,216 4,346
30,270   3,162 27,108
8,774   5,520 3,254
8,359   2,267 6,092
8,732   3,445 5,287
36,604   5,807 30,797
53,140   48,941 4,199
      0
      0
      0
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       -4,487
b       -4,593
c       -9,508
d       -4,534
e       89,717
      119,602
      -16,367
      -21,371
      8,065
      66,272
      -5,245
      -1,922
      -1,052
      155
      -100
      23,483
      5,710
      175
      14,888
      -33,815
      27,554
      -12,278
      2,310
      1,924
      3,589
      4,194
      16,431
      17,011
      46,939
      1,484
      1,392
      3,755
      1,342
      1,909
      3,464
      1,516
      2,870
      12,666
      5,134
      39,923
      13,208
      1,377
      8,913
      2,604
      2,673
      2,039
      5,888
      2,197
      8,103
      29,799
      4,346
      27,108
      3,254
      6,092
      5,287
      30,797
      4,199
      0
      0
      0
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 2 566,086
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 11,045
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 11,045
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 14,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 14,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,955
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,955 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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)
    bulletCT
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletALISON ALLEN Telephone no.bullet (203) 622-8625

    Located atbullet50 VISTA DRIVEGREENWICHCT ZIP+4bullet06830
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ROY B SIMPSON CHMN/PRESIDENT
    10.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    EDITH J SIMPSON DIRECTOR
    2.00     		0 0 0
    50 VISTA DRIVE
    GREENWICH,CT06830
    ALISON J ALLEN SECRETARY/TREASURER
    40.00     		130,049 43,870 0
    995 BUCKLEY HIGHWAY
    UNION,CT06076
    MARY-ELIZABETH JOY SIMPSON DIRECTOR
    0.50     		0 0 0
    88 FARMS ROAD
    STAMFORD,CT06903
    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.........................bullet0
    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
    19,254,605
    b
    Average of monthly cash balances.......................
    1b
    842,052
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    20,096,657
    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
    20,096,657
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    301,450
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    19,795,207
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    989,760
    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
    989,760
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,045
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,045
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    978,715
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    978,715
    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
    978,715
    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 7 978,715
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 51,340
    b From 2017...... 81,665
    c From 2018...... 19,945
    d From 2019...... 90,735
    e From 2020...... 96,643
    f Total of lines 3a through e ........ 340,328
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 911,603
    a Applied to 2020, but not more than line 2a 0
    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..... 911,603
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 67,112 67,112
    (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 5 273,216
    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 ..........     		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) .......     		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 ......     		273,216
    10 Analysis of line 9:
    a Excess from 2017.... 65,893
    b Excess from 2018.... 19,945
    c Excess from 2019.... 90,735
    d Excess from 2020.... 96,643
    e Excess from 2021....  
    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).)
    ROY B SIMPSON
    EDITH J SIMPSON
    ALISON J ALLEN
    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
    AARP FOUNDATION
    PO BOX 93207
    LONG BEACH,CA90809     		N/A PUBLIC GENERAL PURPOSES 1,000
    ABILIS INC
    50 GLENVILLE STREET
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 10,000
    ADOPT-A-DOG
    PO BOX 11135
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 5,000
    AMERICARES
    88 HAMILTON AVE
    STAMFORD,CT06906     		N/A PUBLIC GENERAL PURPOSES 10,000
    AMOGERONE VOLUNTEER FIRE COMPANY
    PO BOX 121
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 1,000
    AT HOME IN GREENWICH
    139 E PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    BACK COUNTRY JAZZ
    543 RIVERSVILLE RD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 10,000
    BOYS & GIRLS CLUB OF GREENWICH
    4 HORSENECK LANE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    BYRAM VOLUNTEER FIRE DEPARTMENT
    264 DELAVAN AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 500
    CALL A RIDE OF GREENWICH
    37 LAFAYETTE PL
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 8,500
    CHAMBER PLAYERS OF THE GREENWICH SYMPHONY
    PO BOX 11
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 4,000
    CHARLESTON DOG SHELTER
    PO BOX 118
    CHARLESTON,AR72933     		N/A PUBLIC GENERAL PURPOSES 7,000
    COFFEE FOR GOOD INC
    48 MAPLE AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    COMMUNITY CENTERS INC OF GREENWICH
    2 ST ROCH AVE 2ND FLR
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    CONNECTICUT AGAINST GUN VIOLENCE CAGV
    PO BOX 123
    RIDGEFIELD,CT06877     		N/A PUBLIC GENERAL PURPOSES 3,000
    CONNECTICUT HUMANE SOCIETY
    455 POST RD E
    WESTPORT,CT06880     		N/A PUBLIC GENERAL PURPOSES 5,000
    CPTV - WNPR (CT PUBLIC)
    1049 ASYLUM AVE
    HARTFORD,CT06105     		N/A PUBLIC GENERAL PURPOSES 7,500
    CT FOOD BANK
    229 MOUNTAIN GROVE ST
    BRIDGEPORT,CT06605     		N/A PUBLIC GENERAL PURPOSES 5,000
    ERIC CARLE MUSEUM OF PICTURE BOOK ART INC
    125 W BAY RD
    AMHERST,MA01002     		N/A PUBLIC GENERAL PURPOSES 20,000
    FAMILY CENTERS
    40 ARCH STREET
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 113,600
    FAMILY RE ENTRY
    9 MOTT AVE STE 104
    NORWALK,CT06850     		N/A PUBLIC GENERAL PURPOSES 4,000
    FEEDING AMERICA
    161 NORTH CLARK STREET SUITE 700
    CHICAGO,IL60601     		N/A PUBLIC GENERAL PURPOSES 100
    FRIENDS OF GREENWICH LIBRARY
    101 WEST PUTNAM AVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 2,000
    FRIENDS OF NATHANIEL WITHERELL
    70 PARSONAGE ROAD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 5,000
    FRIENDS OF THE FAMILY CENTRE
    PO BOX 1284
    BRONX,NY10471     		N/A PUBLIC GENERAL PURPOSES 6,000
    GIVING TREE GLOBAL
    65 ORCHARD AVENUE
    RYE,NY10580     		N/A PUBLIC GENERAL PURPOSES 1,000
    GREENWICH DEPT OF HUMAN SERVICES FUND
    101 FIELD POINT RD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 14,000
    GREENWICH EMERGENCY MEDICAL SERVICE
    1111 E PUTNAM AVE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 10,000
    GREENWICH GREEN & CLEAN
    113 PEMBERWICK ROAD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 2,000
    GREENWICH LAND TRUST
    370 ROUND HILL RD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 25,000
    GREENWICH RIDING & TRAILS ASSOC GRTA
    PO BOX 1403
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 1,000
    GREENWICH SYMPHONY ORCHESTRA
    PO BOX 35
    GREENWICH,CT06836     		N/A PUBLIC GENERAL PURPOSES 4,000
    GREENWICH TREE CONSERVANCY
    PO BOX 4215
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 1,000
    GREENWICH UNITED WAY
    500 WEST PUTNAM AVE SUITE 415
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 5,000
    GUIDING EYES FOR THE BLIND
    611 GRANITE SPRINGS RD
    YORKTOWN HEIGHTS,NY10598     		N/A PUBLIC GENERAL PURPOSES 35,000
    HILL HOUSE
    10 RIVERSIDE AVENUE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 15,000
    JM WRIGHT TECH PFO
    120 BRIDGE STREET
    STAMFORD,CT06905     		N/A PUBLIC GENERAL PURPOSES 1,000
    JUSTICE IN MOTION
    789 WASHINGTON AVE
    BROOKLYN,NY11238     		N/A PUBLIC GENERAL PURPOSES 10,000
    KIDS IN CRISIS
    1 SALEM ST
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 20,000
    LAUREL HOUSE
    1616 WASHINGTON BLVD
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 10,000
    LITTLE PINK SHELTER
    15 WHITE WOODS LANE
    WESTPORT,CT06880     		N/A PUBLIC GENERAL PURPOSES 3,000
    LUCKY DOG REFUGE CT
    36 PULASKI STREET
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 500
    MEALS ON WHEELS
    89 MAPLE AVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 10,000
    NEIGHBOR TO NEIGHBOR
    248 EAST PUTNAM AVENUE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 30,000
    NORWALK COMMUNITY COLLEGE FOUNDATION
    188 RICHARDS AVE
    NORWALK,CT06854     		N/A PUBLIC GENERAL PURPOSES 5,000
    OPIN
    1747 SUMMER ST
    STAMFORD,CT06905     		N/A PUBLIC GENERAL PURPOSES 5,000
    OUR COMPANIONS
    PO BOX 956
    MANCHESTER,CT06045     		N/A PUBLIC GENERAL PURPOSES 5,000
    PARSONAGE COTTAGE
    88 PARSONAGE RD
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 5,000
    PATHWAYS
    175 MILLBANK AVE
    GREENWICH,CT06830     		N/A PUBLIC GENERAL PURPOSES 5,000
    PAYPAL GIVING FUND
    1250 I STREET NW SUITE 1202
    WASHINGTON,DC20005     		N/A PUBLIC GENERAL PURPOSES 1,000
    PUPPIES BEHIND BARS
    263 W 38TH ST
    NEW YORK,NY10018     		N/A PUBLIC GENERAL PURPOSES 10,000
    RADIO WNYC NYPR
    160 VARICK STREET
    NEW YORK,NY10013     		N/A PUBLIC GENERAL PURPOSES 11,212
    RE RUN INC
    236A WATERS RD
    EAST GREENBUSH,NY12061     		N/A PUBLIC GENERAL PURPOSES 1,000
    RISING STARR HORSE RESCUE
    39 PICKETTS RIDGE RD
    WEST REDDING,CT06896     		N/A PUBLIC GENERAL PURPOSES 1,000
    RIVER HOUSE
    125 RIVER RD EXT
    COS COB,CT06807     		N/A PUBLIC GENERAL PURPOSES 25,000
    STUDIO IN A SCHOOL
    75 WEST END AVENUE
    NEW YORK,NY10023     		N/A PUBLIC GENERAL PURPOSES 10,000
    STUDIO INSTITUTE
    410 WEST 59TH STREET
    NEW YORK,NY10019     		N/A PUBLIC GENERAL PURPOSES 5,000
    THE CEDAR SCHOOL SCHOLARSHIP FUND
    200 PEMBERWICK ROAD
    GREENWICH,CT06831     		N/A PUBLIC GENERAL PURPOSES 25,000
    THE SALVATION ARMY
    198 SELLECK STREET
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 10,000
    TRANSPORTATION ASSOCIATION OF GREENWICH
    13 RIVERSIDE AVE
    RIVERSIDE,CT06878     		N/A PUBLIC GENERAL PURPOSES 15,000
    UNION FREE PUBLIC LIBRARY
    979 BUCKLEY HWY
    UNION,CT06076     		N/A PUBLIC GENERAL PURPOSES 500
    UNION VOLUNTEER FIRE DEPARTMENT
    1049 BUCKLEY HIGHWAY
    UNION,CT06076     		N/A PUBLIC GENERAL PURPOSES 500
    VAUGHN COLLEGE
    86-01 23RD AVENUE
    FLUSHING,NY11369     		N/A PUBLIC GENERAL PURPOSES 65,000
    WATERSIDE SCHOOL
    770 PACIFIC STREET
    STAMFORD,CT06902     		N/A PUBLIC GENERAL PURPOSES 50,000
    WISHES FOR HORSES
    43 OAKHILL AVENUE
    NORWALK,CT06854     		N/A PUBLIC GENERAL PURPOSES 5,000
    Total .................................bullet 3a 717,912
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    18 566,086  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory     14    
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 948,672 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    948,672
    (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
    THE RESOURCE FOUNDATION INC
     
    Employer identification number

    22-2870501
    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 RESOURCE FOUNDATION INC
          		Employer identification number
    22-2870501
    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
    EDITH JOY SIMPSON HOLDING TRUST
    50 VISTA DRIVE
     
    GREENWICH, CT06830

    		$ 2,125,000


    (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
    THE RESOURCE FOUNDATION INC
          		Employer identification number

    22-2870501
    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
    THE RESOURCE FOUNDATION INC
          		Employer identification number

    22-2870501
    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:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND TAX SERVICES 7,530 1,506   6,024

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 91,459 310,912
    ALCON 99,124 170,407
    ALPHABET INC 19,639 199,658
    ALTAROCK PARTNERS 340,000 996,811
    AMAZON 162,422 350,106
    AO SMITH CORP 35,717 69,109
    ARTHUR GALLAGHER 102,645 190,370
    BAXTER INTL 67,214 75,968
    BBH CAPITAL PARTNERS V-1 203,678 358,702
    BBH CAPITAL PTRS-OPPORTUNITIES (CAYMAN) 3 79,683 68,325
    BBH INCOME FUND - 1 271,990 284,789
    BBH LIMITED DURATION FD 820,589 848,271
    BBH PARTNER FD - INTL EQUITY 818,626 1,560,430
    BBH WEALTH STRATEGIES - BARES MID/LARGE CAP 550,000 1,286,551
    BBH WEALTH STRATEGIES - SELECT EQUITY SRS 1,045,000 1,736,952
    BBH WEALTH STRATEGIES-GQG PRTS EMERGING MKTS 329,101 366,265
    BERKSHIRE HATHAWAY 29,936 155,480
    BOOKING HOLDINGS 45,406 59,981
    BROWN-FORMAN 48,847 76,503
    CEDAR ROCK PARTNERS 600,000 840,542
    CELANESE CORP 30,504 86,383
    CLARKSTON CAPITAL PRTNRS 210,000 420,040
    CLARKSTON FOUNDERS FUND 293,800 321,721
    COLGATE PALMOLIVE CO 56,660 76,123
    COPART INC 49,491 150,710
    COSTCO 161,176 267,954
    DIAGEO PLC 12,728 54,374
    DOLLAR GENERAL 28,683 66,976
    DOUBLELINE TOTAL RETURN BOND FD 299,168 301,529
    ECOLAB INC 161,108 293,238
    FORTINET INC 125,977 359,400
    GRACO INC 49,641 56,998
    INTUIT INC 49,389 128,644
    KLA CORP 14,355 54,624
    LBC CREDIT PARTNERS III 0 34,481
    LINDE PLC 80,400 160,397
    MASTERCARD 113,687 159,179
    MICROSOFT CORP 104,565 564,681
    NESTLE SA SPONS 11,390 69,483
    NIKE INC 59,866 123,336
    ORACLE CORP 26,223 61,047
    PIMCO INCOME FUND 711,512 720,764
    PIMCO MORTGAGE OPPORTUNITIES 1,450,361 1,426,681
    PROGRESSIVE CORP 55,224 76,679
    ROPER TECHNOLOGIES 127,994 221,337
    SILVER POINT DISTRESSED OPPRTY 125,252 219,279
    STARBUCKS CORP 49,967 64,100
    STIFEL FINANCIAL 125,188 135,650
    THERMO FISHER SCIENTIFIC 117,431 417,692
    WASTE MANAGEMENT 11,162 69,597
    ZOETIS INC 24,062 202,545
    CINTAS CORP 174,697 221,585
    ABBVIE INC 110,273 135,400
    PFIZER INC 95,697 118,100
    JOHNSON & JOHNSON 166,740 171,070
    HONEYWELL INTERNATIONAL INC 121,739 114,681
    QUANTA SERVICES INC 111,140 108,927
    ALLIANCEBERNSTEIN HOLDING LP 114,075 97,680
    JP MORGAN CHASE & CO 170,974 158,350
    SIMON PROPERTY GROUP INC 157,044 159,770
    APOLLO GLOBAL MGMT INC 253,760 362,150
    NEXTERA ENERGY PARTNERS LP 131,336 126,600
    T MOBILE US INC 137,743 115,980
    BLACKSTONE INC 110,904 194,085
    CLARIVATE PLC 5.25% SER A 108,666 113,575
    EATON CORP PLC 103,904 129,615
    ABBOT LABORATORIES 66,525 76,281
    S&P GLOBAL INC 51,516 70,318
    SHERWIN WILLIAMS 48,698 71,841
    BARINGS LOAN SUB TRUST - 2017 225,254 277,250

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    100,000
    State & Local Government Securities - End of Year Fair Market Value:


    108,266


    TY 2021 OtherAssetsSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 7,498    


    TY 2021 OtherExpensesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 323 42   281
    TELEPHONE 2,164 281   1,883
    AUTO EXPENSES 11,019 1,432   9,587
    INSURANCE 4,414 574   3,840
    SUPPLIES 363 47   316
    MISCELLANEOUS 230 30   200
    PRINTING & COPYING 143 19   124
    DUES & SUBSCRIPTIONS 480 62   422
    INSURANCE REFUND -11,029 -1,434   -9,595


    TY 2021 OtherIncomeSchedule2
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 147 147 147


    TY 2021 OtherIncreasesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Amount
    DIFFERENCE BETWEEN FMV AND BOOK VALUE 11,521


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Description Beginning of Year - Book Value End of Year - Book Value
    CHASE CREDIT CARD PAYABLE 13,045 7,843
    PAYROLL LIABILITIES 4,307 4,637


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL & MANAGEMENT FEES 111,937 111,937   0
    CONSULTING 36,001 0   36,001


    TY 2021 SubstantialContributorsSch
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Name Address
    EDITH JOY SIMPSON HOLDING TRUST 50 VISTA DRIVE
    GREENWICH,CT06830


    TY 2021 TaxesSchedule
    Name:
    THE RESOURCE FOUNDATION INC
    EIN:
    22-2870501
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 10,234 1,330   8,904
    TAX ON INVESTMENT INCOME - SECTION 4940 4,520 0   0