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
HOFFBERGER FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)4851 HOLABIRD AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21224
A Employer identification number

52-0794249
B Telephone number (see instructions)

(410) 558-3830
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$26,720,553J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 655 655  
4 Dividends and interest from securities... 497,666 497,666  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2,012,948
b Gross sales price for all assets on line 6a 5,782,239
7 Capital gain net income (from Part IV, line 2)... 2,012,948
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 13,858 13,858  
12 Total. Add lines 1 through 11........ 2,525,127 2,525,127  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 120,000 12,000   108,000
14 Other employee salaries and wages...... 45,000 4,500   40,500
15 Pension plans, employee benefits....... 51,484 5,148   46,336
16a Legal fees (attach schedule)......... Click to see attachment 4,630 3,473   1,157
b Accounting fees (attach schedule)....... Click to see attachment 21,219 15,915   5,304
c Other professional fees (attach schedule).... Click to see attachment 53,891 45,716   8,175
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 53,729 1,650   14,850
19 Depreciation (attach schedule) and depletion... Click to see attachment 1,168 357  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 65 0   65
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 20,383 1,069   19,314
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 371,569 89,828   243,701
25 Contributions, gifts, grants paid....... 913,163 913,163
26 Total expenses and disbursements. Add lines 24 and 25 1,284,732 89,828   1,156,864
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,240,395
b Net investment income (if negative, enter -0-) 2,435,299
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............. 4,194 121,239 121,239
2 Savings and temporary cash investments......... 123,546 162,240 162,240
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.......... 13,872 2,917 2,917
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 12,278,350 Click to see attachment12,401,221 16,167,707
c Investments—corporate bonds (attach schedule)....... 2,893,421 Click to see attachment2,471,514 2,393,015
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,483,272 Click to see attachment5,537,023 7,873,434
14 Land, buildings, and equipment: basis bullet6,181
Less: accumulated depreciation (attach schedule) bullet6,181      
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 19,796,655 20,696,156 26,720,553
Liabilities 17 Accounts payable and accrued expenses.......... 27,433 37,789
18 Grants payable................. 352,500 1,250
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 379,933 39,039
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 19,416,722 20,657,117
29 Total net assets or fund balances (see instructions)..... 19,416,722 20,657,117
30 Total liabilities and net assets/fund balances (see instructions). 19,796,655 20,696,156
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
19,416,722
2
Enter amount from Part I, line 27a .....................
2
1,240,395
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
20,657,117
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
20,657,117
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 MULTIPLE FROM FULLER & THALER MANAGED ACCOUNT P 2020-11-23 2021-02-22
b MULTIPLE GOLDMAN SACHS ABSOUTE RETUN P 2020-07-01 2021-03-24
c MULTIPLE FROM VANGUARD TOTAL BON MARKET P 2020-09-04 2021-08-10
d MULTIPLE FROM ARISTOTLE LARGE CAP VALUE MANAGED ACCOUNT P 2021-03-16 2021-12-13
e 995.03 SHRS T ROWE PRICE SMALL CAP P 2015-09-30 2021-01-25
MULTIPLE FROM FULLER & THALER MANAGED ACCOUNT P 2018-12-26 2021-01-08
MULTIPLE FROM ARISTOTLE LARGE CAP VALUE MANAGED ACCOUNT P 2016-03-29 2021-02-09
5772.46 SHRS INVESCO INTL GROWTH FD P 2016-04-13 2021-01-25
857 SHRS T ROWE PRICE MID CAP GR FD P 2013-11-25 2021-01-25
964 SHRS VANGUARD MEGA CACP GROWTH FD P 2011-12-06 2021-01-25
1035 SHRS T ROWE PRICE US SMALL CAP P 2015-09-30 2021-03-08
969 SHRS T ROWE PRICE US SMALL CAP P 2015-09-30 2021-03-15
1041 SHRS T ROWE PRICE US SMALL CAP P 2015-09-30 2021-03-24
MULTIPLE FROM GOLDMAN SACHS ABSOLUTE RETURN P 2019-11-10 2021-03-24
MULTIPLE FR AMERICAN GROWTH FUND OF AMERICA P 2014-12-17 2021-04-12
MULTIPLE FR ISHARES CCORE S&P 500 P 2016-02-29 2021-04-23
1382 SHRS AMERICCAN GROWTH FUND OF AMERICA P 2014-12-17 2021-06-09
2983 SHRS INVESCO INTL GROWTH FD P 2016-04-13 2021-06-09
417 SHRS T ROWE PRICE MID CAP GR FD P 2014-12-12 2021-06-09
MULTIPLE FR AMERICAN EUROPACIFIC GR FD P 2014-08-28 2021-06-09
MULTIPLE FR ARTISAN DEVELOPING WORLD P 2020-01-13 2021-06-09
MULTIPLE FR METROPOLITAN WEST TOTAL RETURN BOND FD P 2014-12-01 2021-08-10
MULTIPLE FR VANGUARD TOTAL BOND MKT FD P 2019-08-29 2021-08-10
MULTIPLE FR AMERICAN GROWTH FUND OF AMERICA P 2014-12-17 2021-09-13
MULTIPLE FR OAKMARK INTERNATIONAL BOND FD P 2013-12-19 2021-09-13
MULTIPLE FR T ROWE PRICE MID CAP GROWTH P 2014-12-12 2021-09-13
MULTIPLE FR VANGUARD MID CAP VALUE FD P 2019-10-18 2021-09-13
MULTIPLE FR T ROWE PRICE SMALL CAP FD P 2015-09-30 2021-10-25
MULTIPLE FR VANGUARD MID CAP VALUE FD P 2019-10-18 2021-10-25
MULTIPLE FR VANGUARD MEGA CAP GROWTH FD P 2011-12-06 2021-12-10
MULTIPLE FR VANGUARD MID CAP VALUE FD P 2019-10-18 2021-12-10
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 90,236   73,779 16,457
b 298,609   278,291 20,318
c 486,428   491,929 -5,501
d 17,676   15,067 2,609
e 50,000   24,925 25,075
338,719   260,396 78,323
209,143   117,195 91,948
275,000   209,829 65,171
100,000   61,462 38,538
200,093   47,001 153,092
50,000   25,926 24,074
50,000   24,269 25,731
50,000   26,067 23,933
51,391   49,850 1,541
100,000   57,972 42,028
355,109   168,371 186,738
100,000   57,579 42,421
150,000   108,443 41,557
50,000   30,459 19,541
250,000   168,339 81,661
465,000   275,824 189,176
200,000   198,365 1,635
577,574   583,822 -6,248
160,000   84,626 75,374
185,000   168,618 16,382
80,000   45,145 34,855
55,019   42,935 12,084
50,000   23,416 26,584
25,101   19,107 5,994
100,200   18,820 81,380
15,047   11,464 3,583
596,894     596,894
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       16,457
b       20,318
c       -5,501
d       2,609
e       25,075
      78,323
      91,948
      65,171
      38,538
      153,092
      24,074
      25,731
      23,933
      1,541
      42,028
      186,738
      42,421
      41,557
      19,541
      81,661
      189,176
      1,635
      -6,248
      75,374
      16,382
      34,855
      12,084
      26,584
      5,994
      81,380
      3,583
      596,894
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 2,012,948
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 33,851
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 33,851
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 17,541
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 24,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 42,041
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 57
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 8,133
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,133 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)
    bulletMD
    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.HOFFBERGERFOUNDATION.ORG
    14
    The books are in care ofbulletMR DOUGLAS M HOFFBERGER Telephone no.bullet (410) 558-3830

    Located atbullet4851 HOLABIRD AVENUEBALTIMOREMD ZIP+4bullet21224
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALISON FASS PRESIDENT
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    HELLER ZAIMAN VICE PRESIDENT
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    CORIE HOFFBERGER SECRETARY
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    HARRY HALPERT TREASURER
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    BEN FASS DIRECTOR
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    DOUGLAS M HOFFBERGER MEMBER
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    SAM HOFFBERGER DIRECTOR
    0.00     		0 0 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    TERRILL NORTH EXECUTIVE DIRECTOR
    40.00     		120,000 18,000 0
    101 W MT ROYAL AVE
    BALTIMORE,MD21201
    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
    25,421,029
    b
    Average of monthly cash balances.......................
    1b
    200,073
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    25,621,102
    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
    25,621,102
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    384,317
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    25,236,785
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,261,839
    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
    1,261,839
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    33,851
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    33,851
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,227,988
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    1,227,988
    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
    1,227,988
    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 1,227,988
    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...... 26,177
    b From 2017......  
    c From 2018......  
    d From 2019...... 30,843
    e From 2020...... 29,320
    f Total of lines 3a through e ........ 86,340
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,156,864
    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..... 1,156,864
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 71,124 71,124
    (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 15,216
    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 ......     		15,216
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020.... 15,216
    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).)
    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 e-mail address of the person to whom applications should be addressed:
    HELEN KIM
    101 W MT ROYAL AVENUE
    BALTIMORE,MD21201
    (410) 369-9336
    HKIM@HOFFBERGER.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    FULL PROPOSAL
    cAny submission deadlines:
    MARCH 1
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO GRANTS TO INDIVIDUALS. ONLY GRANTS TO LOCAL CHARITIES.
    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
    ASIAN AMERICANS ADVANCING JUSTICE
    1620 L ST SW
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED 1,000
    ASSOCIATED - JEWISH COMMUNITY FOUNDATION
    101 W MT ROYAL AVE
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 50,000
    ASSOCIATED - JEWISH COMMUNITY FOUNDATION
    101 W MT ROYAL AVE
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 3,950
    B-CIITY
    1530 PRESSTMAN ST
    BALTIMORE,MD21217     		NONE PUBLIC UNRESTRICTED 15,000
    BALTIMORE ASIAN PASIFIKA ARTS COLLECTION
    1601 GUILFORD AVENUE
    BALTIMORE,MD21202     		NONE PUBLIC UNRESTRICTED 1,000
    BALTIMORE HUMANE SOCIETY
    1601 NICODEMUS RD
    REISTERSTOWN,MD21136     		NONE PUBLIC UNRESTRICTED 2,500
    BALTIMORE SQUASHWISE INC
    3600 CLIPPER MILL RD STE 103
    BALTIMORE,MD21211     		NONE PUBLIC UNRESTRICTED 2,750
    BLACK GIRLS DIVE FOUNDATION INC
    PO BOX 582
    OWINGS MILLS,MD21117     		NONE PUBLIC UNRESTRICTED 500
    BTST CARES INC
    1900 N HOWARD ST
    BALTIMORE,MD21218     		NONE PUBLIC UNRESTRICTED 1,000
    CAROLINE FRIESS CENTER INC
    900 SOMERSET ST
    BALTIMORE,MD21202     		NONE PUBLIC UNRESTRICTED 50,000
    CATHOLIC CHARITIES
    320 CATHEDRAL ST
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 2,500
    CENTER FOR URBAN FAMILIES
    2201 NORTH MONROE ST
    BALTIMORE,MD21217     		NONE PUBLIC UNRESTRICTED 100,000
    CLLCTIVLY
    1104 SEDGEWOOD RD
    BALTIMORE,MD21229     		NONE PUBLIC UNRESTRICTED 50,000
    CROHN'S AND COLITIS FOUNDATION
    PO BOX 1245
    ALBERT LEA,NM56007     		NONE PUBLIC UNRESTRICTED 250
    FAMILY LEAGUE OF BALTIMORE
    2305 N CHARLES ST STE 200
    BALTIMORE,MD21218     		NONE PUBLIC UNRESTRICTED 20,000
    FOUNDATION FOR BALT LEADERSHIP SCHOOL FOR YOUNG WOMEN
    128 W FRANKLIN ST
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 2,000
    HAITIAN GLOBAL HEALTH ALLICANCE
    402 EAST 67TH ST
    NEW YORK,NY10065     		NONE PUBLIC UNRESTRICTED 1,250
    HEWBREW FRIENDSHIP CEMETERY CO
    101 W MT ROYAL AVE
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 1,000
    HOUSTON FOOD BANK
    535 PORTWALL ST
    HOUSTON,TX77029     		NONE PUBLIC UNRESTRICTED 5,000
    I AM MENTALITY YOUTH MALE EMPOWERMENT
    PO BOX 25042
    BALTIMORE,MD21229     		NONE PUBLIC UNRESTRICTED 15,000
    JANE ADDAMS RESOURCE CORP
    4910 PARK HEIGHTS AVE STE 106
    BALTIMORE,MD21215     		NONE PUBLIC UNRESTRICTED 100
    JOB OPPORTUNITIES TASK FORCE
    201 N CHARLES ST STE 2404
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 100,000
    JOHNS HOPKINS UNIVERSITY
    3400 N CHARLES ST
    BALTIMORE,MD21218     		NONE PUBLIC UNRESTRICTED 20,000
    KEYS EMPOWERS INC
    7501 LIBERTY RD
    BALTIMORE,MD21207     		NONE PUBLIC UNRESTRICTED 50,000
    LEARN SERVICE INTERNATIONAL
    PO BOX 6203
    WASHINGTON,DC20015     		NONE PUBLIC UNRESTRICTED 100
    MARYLAND PHILANTHROPY NETWORK
    2 E READ ST 2ND FLOOR
    BALTIMORE,MD21202     		NONE PUBLIC UNRESTRICTED 4,850
    MARYLAND VOLUNTEER LAWYERS SERVICES
    201 N CHARLES ST STE 1400
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 50,000
    MERCY HEALTH FOUNDATION
    301 ST PAUL PLACE
    BALTIMORE,MD21202     		NONE PUBLIC UNRESTRICTED 1,500
    MT WASHINGTON PEDIATRIC HOSPITAL
    PO BOX 412035
    BOSTON,MA02241     		NONE PUBLIC UNRESTRICTED 50,000
    NATIONAL CENTER FOR FAMILY PHILANTHROPIES
    1667 K ST NW
    WASHINGTON,DC20036     		NONE PUBLIC UNRESTRICTED 1,400
    NATIONAL MULTIPLE SCLEROSIS SOCIETY
    PO BOX 4527
    NEW YORK,NY10163     		NONE PUBLIC UNRESTRICTED 2,250
    NEXT ONE UP FOUNDATION
    PO BOX 22503
    BALTIMORE,MD21203     		NONE PUBLIC UNRESTRICTED 500
    PACT
    7000 TUDSBURY RD
    BALTIMORE,MD21244     		NONE PUBLIC UNRESTRICTED 500
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD21705     		NONE PUBLIC UNRESTRICTED 1,250
    PRARIE VIEW A&M UNIVERSITY
    PO BOX 393
    PRARIE VIEW,TX77446     		NONE PUBLIC UNRESTRICTED 500
    RIDGE TO REEFS PROGRAM
    900 E FAYETTE ST
    BALTIMORE,MD21203     		NONE PUBLIC UNRESTRICTED 25,000
    ROCA INC
    101 PARK ST
    CHELSEA,MA02150     		NONE PUBLIC UNRESTRICTED 50,250
    SINAI HOSPITAL OF BALTIMORE INC
    2401 W BELVEDERE AVE
    BALTIMORE,MD21215     		NONE PUBLIC UNRESTRICTED 2,500
    THE FIRST TEE OF GREATER RICHMOND
    9211 FOREST HILL AVE STE 104
    RICHMOND,VA23235     		NONE PUBLIC UNRESTRICTED 250
    THE SEED SCHOOL OF MARYLAND
    200 FONT HILL AVE
    BALTIMORE,MD21223     		NONE PUBLIC UNRESTRICTED 500
    TOO YOUNG TO WED
    1112 MAIN ST 1ST FL
    PEEKSKILL,NY10566     		NONE PUBLIC UNRESTRICTED 2,500
    TURNAROUND TUESDAY INC
    1601 E PRESTON ST
    BALTIMORE,MD21213     		NONE PUBLIC UNRESTRICTED 100,000
    TURNER STATION CONSERVATION TEAMS
    323 SOLLERS POINT RD
    DUNDALK,MD21222     		NONE PUBLIC UNRESTRICTED 10,000
    UJA FEDERATION OF NEW YORK
    130 E 59TH ST STE 1031B
    NEW YORK,NY10022     		NONE PUBLIC UNRESTRICTED 2,500
    UP2US INC
    520 8TH AVE 2ND FLOOR
    NEW YORK,NY10018     		NONE PUBLIC UNRESTRICTED 50,000
    VEHICLES FOR CHANGE INC
    411 WASHINGTON BLVD
    HALETHORPE,MD21202     		NONE PUBLIC UNRESTRICTED 50,000
    VIRGINIA HUMANITIES
    145 EDMAN DR
    CHARLOTTSVILLE,VA22903     		NONE PUBLIC UNRESTRICTED 250
    WALTERS ART MUSEUM
    600 N CHARLES ST
    BALTIMORE,MD21201     		NONE PUBLIC UNRESTRICTED 500
    WORLD CENTRAL KITCHEN INC
    655 NEW YORK AVENUE NW
    WASHINGTON,DC20001     		NONE PUBLIC UNRESTRICTED 11,263
    Total .................................bullet 3a 913,163
    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 ...........     		    14 655  
    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 ............     		    14 2,012,948  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 2,525,127 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,525,127
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 21,219 15,915   5,304

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

    TY 2021 DepreciationSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    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
    OFFICE EQUIPMENT 2002-01-01 3,724 3,724 SL 5.000000000000 0 0    
    SCANNER 2006-02-02 559 559 SL 5.000000000000 0 0    
    DESKTOP COMPUTER 2013-02-05 730 730 SL 3.000000000000 0 0    
    DESKTOP COMPUTER 2013-02-05 731 731 SL 3.000000000000 0 0    
    LAPTOP COMPUTER 2013-02-05 1,295 1,295 SL 3.000000000000 0 0    
    LAPTOP COMPUTER 2021-02-01 1,168   200DB 3.000000000000 1,168 357    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BOND FUNDS 2,471,514 2,393,015

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Name of Stock End of Year Book Value End of Year Fair Market Value
    PUBLICALLY TRADED SECURITIES 12,401,221 16,167,707

    TY 2021 InvestmentsOtherSchedule2
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE RE DEBT STRATEGIES AT COST 206,908 289,164
    ENTRUST SPC OPP III AT COST 351,695 468,461
    BALYASNY ATLAS ENHANCED AT COST 268,494 597,802
    BLACKSTONE REIT AT COST 1,188,854 1,536,365
    BTO III OFFSHORE FEEDER AT COST 447,007 632,501
    PREMIER BLACKSTONE OFFSHORE FEEDER AT COST 116,860 121,339
    GOLDMAN SACHS VINTAGE VI, VII AND SKYBRIDGE MULITADVIOR HEDGE FUNDS AT COST 830,163 2,073,480
    ACL ALTERNATIVE FUND AT COST 1,380,904 1,298,925
    PARTNERS GROUP PE AT COST 746,138 855,397

    TY 2021 LegalFeesSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 4,630 3,473   1,157


    TY 2021 OtherExpensesSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    DUES AND SUBSCRIPTIONS 12,217 0   12,217
    INSURANCE 6,485 649   5,836
    OFFICE EXPENSES 1,681 420   1,261


    TY 2021 OtherIncomeSchedule2
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K1 FROM ACL ALTERNATIVE FUND SAC LIMITED 13,858 13,858 13,858


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT ADVISORY FEES 45,716 45,716   0
    CONSULTANT 8,175 0   8,175


    TY 2021 TaxesSchedule
    Name:
    HOFFBERGER FOUNDATION INC
    EIN:
    52-0794249
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAYROLL TAXES 16,500 1,650   14,850
    FEDERAL TAXES 37,229 0   0