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
HARDY LANE FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)6000 EXECUTIVE BLVD 600
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NORTH BESTHESDA, MD20852
A Employer identification number

27-4970024
B Telephone number (see instructions)

(202) 728-7130
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$15,084,590J 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      
4 Dividends and interest from securities... 419,268 419,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 417,017
b Gross sales price for all assets on line 6a 2,676,959
7 Capital gain net income (from Part IV, line 2)... 417,017
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 13,447 1,512  
12 Total. Add lines 1 through 11........ 849,732 837,797  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 36,803 18,401   18,402
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 13,642 13,642   0
b Accounting fees (attach schedule)....... Click to see attachment 8,743 8,743   0
c Other professional fees (attach schedule).... Click to see attachment 128,387 128,387   0
17 Interest............... 91 91   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,480 980   0
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 69,490 69,473   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 259,636 239,717   18,402
25 Contributions, gifts, grants paid....... 749,533 749,533
26 Total expenses and disbursements. Add lines 24 and 25 1,009,169 239,717   767,935
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -159,437
b Net investment income (if negative, enter -0-) 598,080
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......... 3,076,530 739,503 739,503
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) 498,983 Click to see attachment350,783 367,534
b Investments—corporate stock (attach schedule)....... 2,570,845 Click to see attachment7,444,990 9,067,116
c Investments—corporate bonds (attach schedule)....... 500,614 Click to see attachment327,198 337,904
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 6,618,642 Click to see attachment3,871,874 4,572,533
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment48,824 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) 13,314,438 12,734,348 15,084,590
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 11,978,968 11,978,968
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,335,470 755,380
29 Total net assets or fund balances (see instructions)..... 13,314,438 12,734,348
30 Total liabilities and net assets/fund balances (see instructions). 13,314,438 12,734,348
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
13,314,438
2
Enter amount from Part I, line 27a .....................
2
-159,437
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
41,922
4
Add lines 1, 2, and 3 ..........................
4
13,196,923
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
462,575
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
12,734,348
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 ATLAS POINT PRIVATE CREDIT OPP. FUND LLC P 2021-01-01 2021-12-31
b ATLAS POINT PRIVATE CREDIT OPP. FUND LLC P 2020-12-31 2021-12-31
c ALFRED I TAUBER CRT INVESTMENT FUND LP P 2021-01-01 2021-12-31
d ALFRED I TAUBER CRT INVESTMENT FUND LP P 2020-12-31 2021-12-31
e ALFRED TAUBER CRT INVESTMENT LLC P 2021-01-01 2021-12-31
ALFRED TAUBER CRT INVESTMENT LLC P 2020-12-30 2021-12-31
STEPSTONE ATLAS OPP. FUND II LP P 2021-01-01 2021-12-31
STEPSTONE ATLAS OPP. FUND II LP P 2021-12-30 2021-12-31
PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31
PUBLICLY TRADED SECURITIES P 2021-12-30 2021-12-31
PUBLICLY TRADED SECURITIES P 2021-01-01 2021-12-31
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     4,280 -4,280
b 889     889
c     90 -90
d 14,581     14,581
e 37     37
1,737     1,737
61     61
1,774     1,774
637,062   660,157 -23,095
1,926,489   1,592,503 333,986
    2,912 -2,912
94,329     94,329
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       -4,280
b       889
c       -90
d       14,581
e       37
      1,737
      61
      1,774
      -23,095
      333,986
      -2,912
      94,329
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 2 417,017
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 8,313
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 8,313
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 26,800
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 26,800
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 18,487
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet18,487 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bullet
    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 addressbulletN/A
    14
    The books are in care ofbulletJAY GROSSMAN Telephone no.bullet (301) 231-8334

    Located atbullet6000 EXECUTIVE BLVD STE 600NORTH BETHESDAMD ZIP+4bullet20852
    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
    ALFRED I TAUBER DIRECTOR/PRESIDENT
    4.00     		36,803 0 0
    22 HARDY LANE
    BOSCAWEN,NH03303
    SHARON L HALL SECRETARY
    1.00     		0 0 0
    6000 EXECUTIVE BOULEVARD 600
    NORTH BETHESDA,MD20852
    JAY H GROSSMAN TREASURER
    1.00     		0 0 0
    6000 EXECUTIVE BOULEVARD 600
    NORTH BETHESDA,MD20852
    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
    TAUBER FAMILY OFFICE LLC ADMINISTRATIVE SUPPORT SERVICES 100,369
    354 DOWNS BLVD 106
    FRANKLIN,TN37064
    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
    13,679,600
    b
    Average of monthly cash balances.......................
    1b
    1,100,579
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,780,179
    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
    14,780,179
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    221,703
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,558,476
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    727,924
    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
    727,924
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,313
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    1,878
    c
    Add lines 2a and 2b............................
    2c
    10,191
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    717,733
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    717,733
    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
    717,733
    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 7 717,733
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 337,335
    e From 2020...... 235,611
    f Total of lines 3a through e ........ 572,946
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 767,935
    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..... 717,733
    e Remaining amount distributed out of corpus 50,202
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 623,148
    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 ......     		623,148
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 337,335
    d Excess from 2020.... 235,611
    e Excess from 2021.... 50,202
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN FRIENDS OF KISHORIT
    PO BOX 370362
    WEST HARTFORD,CT06137     		NONE PUBLIC CHARITY GENERAL SUPPORT 225,000
    AMERICAN FRIENDSOF THE NATIONAL INSTITUTE FOR PSYCHOBIOLOGY IN ISRAEL
    5825 S DORCHESTER AVE APT 9W
    CHICAGO,IL60637     		NONE PUBLIC CHARITY GENERAL SUPPORT 99,200
    AMERICAN SOCIETY OF THE UNIVERSITY OF HAIFA
    80 BROAD STREET SUITE 2102
    NEW YORK,NY10004     		NONE PUBLIC CHARITY GENERAL SUPPORT 250,000
    NEW ISRAEL FUND
    PO BOX 70358
    PHILADELPHIA,PA19176     		NONE PUBLIC CHARITY GENERAL SUPPORT 90,000
    PEF ISRAEL ENDOWMENT FUNDS
    317 MADISON AVENUE SUITE 607
    NEW YORK,NY10017     		NONE PUBLIC CHARITY GENERAL SUPPORT 42,000
    THE NATIONAL LIBRARY OF ISRAEL
    80 BROAD STREET
    NY,NY10036     		NONE PUBLIC CHARITY GENERAL SUPPORT 33,333
    US FRIENDS OF YAD EZRAH
    12A NORTH AIRMONT ROAD
    SUFFERN,NY10901     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    Total .................................bullet 3a 749,533
    bApproved for future payment
    THE NATIONAL LIBRARY OF ISRAEL
    80 BROAD STREET
    NY,NY10036     		NONE PUBLIC CHARITY GENERAL SUPPORT 33,334
    Total .................................bullet 3b 33,334
    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 ............     		    18 417,017  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		        997
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 848,735 997
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    849,732
    (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.)
    1 REFUND OF EXCISE TAX BASED ON INVESTMENT INCOME
    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:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING AND BOOKKEEPING 8,743 8,743   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Name of Bond End of Year Book Value End of Year Fair Market Value
    COMCAST CORP NEW SR GLBL 9,839 10,743
    COMCAST CORP NEW SR GLBL NT 18,844 21,324
    ORACLE CORP SR BD 30,258 31,364
    PRAXAIR INC NT 19,206 20,127
    STRYKER CORP SR GLBL 19,964 21,433
    STRYKER CORP SR GLBL NT 10,160 10,659
    BERKSHIRE HATHAWAY INC 1,027 1,021
    APPLE INC 2,003 2,084
    MICROSOFT CORP 2,001 2,095
    ENTERPRISE PRODUCTS OPER 1,001 1,063
    CITIGROUP INC 1,965 2,125
    AT&T INC 1,985 2,114
    ORACLE CORP 1,999 2,077
    TORONTO-DOMINION BANK 1,996 1,947
    GOLDMAN SACHS GROUP INC 2,001 2,155
    WELLS FARGO & COMPANY 2,012 2,036
    FISERV INC 2,183 2,116
    BP CAPITAL MARKETS PLC 1,001 1,075
    CVS HEALTH CORP 1,986 2,246
    COMCAST CORP 1,899 2,194
    LOWE'S COS INC 1,984 1,961
    SHELL INTERNATIONAL FIN 1,093 1,118
    ABBVIE INC 2,219 2,263
    ANHEUSER-BUSCH INBEV WOR 1,031 1,165
    HOME DEPOT INC 6,203 6,398
    VERIZON COMMUNICATIONS 2,114 2,118
    JPMORGAN CHASE & CO 2,054 2,057
    MORGAN STANLEY 1,018 1,024
    AMERICAN TOWER CORP 2,037 2,008
    DUKE ENERGY CORP 2,021 2,005
    TARGET CORP 5,005 5,004
    BANK OF MONTREAL 5,033 5,031
    APPLE INC 5,006 5,043
    KROGER CO 5,005 5,049
    JPMORGAN CHASE & CO 4,085 4,080
    GENERAL ELECTRIC CO 5,003 5,078
    VISA INC 5,024 5,092
    MORGAN STANLEY 5,040 5,172
    STARBUCKS CORP 3,995 4,096
    MCDONALD'S CORP 4,145 4,118
    CHEVRON CORP 3,982 4,119
    AMERICAN EXPRESS CO 3,978 4,171
    PROCTER & GAMBLE CO/THE 4,996 5,198
    GENERAL MILLS INC 3,947 4,186
    CITIGROUP INC 5,010 5,270
    WELLS FARGO & COMPANY 4,047 4,203
    PEPSICO INC 5,064 5,270
    EXXON MOBIL CORPORATION 5,044 5,226
    PFIZER INC 4,033 4,165
    COMCAST CORP 4,283 4,250
    ORACLE CORP 4,097 4,183
    UNITEDHEALTH GROUP INC 5,032 5,178
    ANTHEM INC 5,062 5,157
    GOLDMAN SACHS GROUP INC 4,111 4,216
    ENTERPRISE PRODUCTS OPER 4,338 4,252
    BANK OF NY MELLON CORP 4,156 4,198
    INTEL CORP 4,291 4,253
    PAYPAL HOLDINGS INC 5,150 5,063
    WALMART INC 3,301 3,239
    UNITED TECHNOLOGIES CORP 4,360 4,339
    ASTRAZENECA PLC 4,395 4,295
    TORONTO-DOMINION BANK 4,930 4,848
    ROYAL BANK OF CANADA 3,999 3,894
    USD BANK NOVA SCOTIA 3,963 3,901
    CVS HEALTH CORP 4,258 4,180
    BRISTOL-MYERS SQUIBB CO 4,366 4,303
    FISERV INC 4,321 4,232
    HOME DEPOT INC 4,126 4,128
    ABBVIE INC 2,113 2,109

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Name of Stock End of Year Book Value End of Year Fair Market Value
    LINDE PLC COM 23,145 40,186
    AIR LIQUIDE ADR 5,774 7,532
    ASHLAND GLOBAL HLDGS INC COM 4,762 6,675
    BERRY GLOBAL GROUP INC. 8,772 12,174
    BHP GROUP LIMITED 9,024 10,199
    CROWN HLDGS INC COM 8,364 15,487
    ECOLAB INC COM 22,935 29,089
    FMC CORP COM NEW 8,817 11,648
    LIVENT CORP COM 3,948 7,143
    MARTIN MARIETTA MATERIALS COM 28,174 34,361
    SYMRISE AG ADR 5,643 8,076
    PENTAIR PLC SHS 3,897 5,769
    AMETEK INC NEW COM 10,484 14,998
    ASSA ABLOY AB ADR 5,635 7,032
    AZEK CO INC CL A 7,584 8,184
    BAE SYS PLC SPONSORED ADR 6,916 7,357
    CANADIAN NATL RY CO COM 4,150 5,406
    CINTAS CORP COM 6,590 10,636
    COSTAR GROUP INC COM 5,303 8,930
    DAIKIN INDS LTD ADR 5,386 8,700
    FANUC LTD JAPAN ADR 8,247 8,490
    HONEYWELL INTERNATIONAL INC COM 52,074 59,425
    HOWMET AEROSPACE INC COM 5,740 5,188
    HUBBELL INC COM 6,129 9,580
    IAA INC COM 6,643 8,049
    IDEX CORP COM 10,992 15,124
    INGERSOLL RAND INC COM 11,926 14,973
    MASCO CORP COM 6,860 11,235
    NIDEC CORP SPONSORED ADR 6,302 8,776
    OSHKOSH CORPORATION 7,069 8,341
    OTIS WORLDWIDE CORP COM 27,044 38,137
    RAYTHEON TECHNOLOGIES CORP COM 41,373 47,849
    REGAL REXNORD CORPORATION 3,434 12,083
    RITCHIE BROS AUCTIONEERS COM 4,158 5,876
    ROPER TECHNOLOGIES, INC. 37,193 53,613
    SIEMENS A G SPONSORED ADR 5,961 7,640
    STANLEY BLACK & DECKER INC COM 39,546 39,610
    TRANSUNION COM 9,165 15,771
    UNION PAC CORP COM 27,456 42,324
    VESTAS WIND SYS AS UTD KINGDOM UNSP 3,882 4,995
    ZURN WTR SOLUTIONS CORP 8,099 7,972
    DISNEY WALT CO COM 41,300 41,046
    LIBERTY BROADBAND CORP COM SER C 4,769 5,800
    T MOBILE US INC COM 41,716 49,292
    TENCENT HLDGS LTD ADR 9,624 10,371
    UBISOFT ENTMT SA ADR 7,844 5,770
    APTIV PLC COM NEW 10,034 15,835
    ALIBABA GROUP HLDG LTD SPONSORED ADS 8,378 5,583
    AUTOZONE INC COM 14,443 35,639
    BOOKING HLDGS INC COM 46,724 47,985
    CHEWY INC CL A 6,083 5,130
    CHIPOTLE MEXICAN GRILL INC CL A 16,181 20,979
    COMPASS GROUP PLC SPONSORED ADR 6,349 7,089
    CONTINENTAL AG SPONSORED ADR 7,696 6,915
    D R HORTON INC COM 16,337 19,521
    DOLLAR GEN CORP NEW COM 21,825 34,195
    DOMINOS PIZZA INC COM 7,340 14,108
    FIVE BELOW INC COM 10,578 14,482
    FLOOR & DECOR HLDGS INC CL A 11,405 14,561
    HOME DEPOT INC COM 39,816 67,232
    INTERCONTINENTAL HOTELS GROUP PLC 6,673 6,717
    LVMH MOET HENNESSY LOU VUITTON ADR 4,915 10,252
    MARRIOTT INTERNATIONAL CL A 10,176 12,723
    MERCADOLIBRE INC COM 602 2,697
    PLANET FITNESS INC CL A 11,446 13,044
    ROSS STORES INC COM 7,576 10,285
    SONY CORP AMERN SH NEW 5,104 8,469
    TJX COS INC NEW COM 18,601 25,281
    TRACTOR SUPPLY CO COM 9,847 20,520
    YUM CHINA HLDGS INC COM 6,184 6,778
    CHURCH & DWIGHT INC COM 6,974 12,198
    COSTCO WHSL CORP NEW COM 27,374 45,984
    DIAGEO PLC SPONSORED ADR NEW 6,481 8,806
    FOMENTO ECONOMICO MEXICANO SAB SPON 4,179 3,730
    MONDELEZ INTL INC COM 23,278 28,712
    MONSTER BEVERAGE CORP NEW COM 8,666 12,581
    PEPSICO INC COM 24,133 32,831
    SEVEN & I HLDGS CO LTD ADR 4,283 4,874
    SPROUTS FMRS MKT INC COM 6,570 7,925
    US FOODS HLDG CORP COM 7,763 6,757
    CHEVRON CORP NEW COM 22,864 24,409
    EQUINOR ASA SPONSORED ADR 4,485 5,793
    PIONEER NAT RES CO COM 34,705 40,014
    ROYAL DUTCH SHELL PLC ADR B 6,726 5,722
    CHUBB LTD COM 5,466 7,346
    AIA GROUP LTD SPONSORED ADR 7,593 7,904
    AMERIPRISE FINL INC COM 13,851 23,831
    BANCO SANTANDER SA ADR 8,794 7,689
    BLACKROCK INC COM 19,872 32,045
    BLACKSTONE INC 26,641 56,285
    BROOKFIELD ASSET MGMT INC VOTING SHS 3,368 5,615
    CME GROUP INC COM 21,578 24,217
    DBS GROUP HLDGS LTD SPONSORED ADR 5,283 6,589
    HDFC BANK LTD ADR REPS 3 SHS 8,459 9,175
    INTERCONTINENTAL EXCHANGE, INC COM 20,723 32,688
    JPMORGAN CHASE & CO COM 40,355 54,314
    JULIUS BAER GROUP LTD ADR 6,721 7,305
    LLOYDS BANKING GROUP PLC SPONSORED 7,955 9,402
    LONDON STK EXCHANGE GROUP 5,593 6,265
    MSCI INC CL A 7,550 21,444
    PNC FINL SVCS GROUP INC COM 34,132 44,515
    S&P GLOBAL INC COM 35,525 49,081
    SCHWAB CHARLES CORP NEW COM 35,778 58,029
    TOKIO MARINE HOLDINGS INC ADR 3,516 4,052
    US BANCORP DEL COM NEW 35,196 39,207
    WESTERN ALLIANCE BANCORP COM 14,999 16,363
    AMERICAN TOWER CORPORATION 19,253 28,665
    SBA COMMUNICATIONS CORP NEW CL A 13,838 26,842
    ICON PLC SHS 13,453 21,060
    JAZZ PHARMACEUTICALS PLC SHS USD 6,608 5,606
    MEDTRONIC PLC SHS 27,517 29,069
    ALCON INC ORD SHS 5,604 7,405
    ABBOTT LABORATORIES COM 28,820 41,941
    ALNYLAM PHARMACEUTICALS INC COM 10,850 12,549
    ASTRAZENECA PLC SPONSORED ADR 43,283 48,289
    AVANTOR INC COM 13,576 23,261
    CATALENT INC COM 9,532 12,291
    CHARLES RIV LABORATORIES INTL INC 13,865 22,230
    DANAHER CORP COM 24,904 53,958
    EDWARDS LIFESCIENCES CORP COM 11,006 24,874
    ENCOMPASS HEALTH CORP COM 11,593 12,334
    GOODRX HLDGS INC COM CL A 14,683 12,026
    HUMANA INC COM 8,786 13,452
    NOVARTIS AG SPONSORED ADR 6,170 6,648
    RESMED INC COM 12,323 18,494
    STRYKER CORP COM 19,927 27,812
    SYSMEX CORP ADR 6,936 9,655
    TANDEM DIABETES CARE INC COM NEW 8,247 13,095
    TELEFLEX INC COM 9,529 10,511
    THERMO FISHER CORP COM 24,472 50,043
    UNITEDHEALTH GROUP INC COM 39,081 75,823
    ZOETIS INC CL A 22,378 42,705
    GENPACT LIMITED SHS 6,521 10,510
    TE CONNECTIVITY LTD REG SHS 35,894 43,884
    ASML HOLDING N V NYREGISTRY SHS 5,309 11,146
    ADOBE INC. 26,891 44,798
    AMADEUS IT HLDG S A ADS 8,403 8,614
    AMPHENOL CORP CL A 12,790 22,652
    ANALOG DEVICES INC COM 25,725 37,966
    ANSYS INC COM 10,975 22,062
    AUTODESK INC COM 7,939 13,216
    AUTOMATIC DATA PROCESSING INC COM 19,309 34,521
    CDW CORP COM 11,812 18,021
    CADENCE DESIGN SYSTEM INC COM 13,376 26,834
    CISCO SYS INC COM 39,702 57,730
    DYNATRACE INC COM 7,776 12,070
    ENPHASE ENERGY INC COM 13,481 17,196
    ENTEGRIS INC COM 10,883 18,431
    EPAM SYS INC COM 16,314 42,781
    EURONET WORLDWIDE INC COM 5,320 5,839
    FIDELITY NATL INFORMATION SVCS INC 34,325 31,981
    FISERV INC COM 24,543 30,410
    FLEETCOR TECHNOLOGIES INC COM 8,432 8,506
    GLOBAL PMTS INC COM 16,767 16,357
    HEXAGON AB ADR 3,546 5,442
    KLA CORPORATION 8,538 16,344
    KEYSIGHT TECHNOLOGIES INC COM 12,582 24,988
    MARVELL TECHNOLOGY GROUP LTD COM 7,886 23,710
    MICROCHIP TECHNOLOGY INC COM 14,715 26,989
    ON SEMICONDUCTOR CORP COM 11,242 12,905
    PTC INC COM 13,297 19,505
    PALO ALTO NETWORKS INC COM 20,366 26,724
    QUALCOMM INC COM 23,198 44,437
    SALESFORCE COM INC COM 42,534 55,146
    SKYWORKS SOLUTIONS INC COM 7,282 10,084
    SMARTSHEET INC COM CL A 11,206 16,032
    SYNOPSYS INC COM 12,116 22,479
    TAIWAN SEMICONDUCTOR MFG CO LTD 3,597 7,098
    TEMENOS AG SPONSORED ADR 4,411 4,012
    TWILIO INC CL A 8,557 8,164
    VARONIS SYS INC COM 13,662 12,780
    VISA INC COM CL A 63,378 79,966
    AMERICAN WTR WKS CO INC NEW COM 16,085 21,719
    NEXTERA ENERGY INC COM 37,158 54,616
    CIBC ATLAS ALL CAP GROWTH FUND 166,214 161,143
    MATTHEWS PACIFIC TIGER FUND- IS #102 347,056 344,307
    ALPS ETF TR CLEAN ENERGY ETF 306,879 272,638
    ALPHABET INC. 14,868 37,662
    ALPHABET INC. 19,297 63,659
    AMAZON.COM INC 38,081 90,027
    APPLE INC 14,284 64,991
    MICROSOFT CORP 32,640 116,703
    SILVERGATE CAP CORP 37,602 51,870
    ALPS CLEAN ENERGY ETF IV 28,385 19,245
    GLOBAL X ROBOTICS ARTFCL INTLGNC ETF 27,894 28,752
    INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF 45,122 51,478
    INVESCO QQQ TRUST 267,203 512,431
    ISHARES BB RATED CORPORATE BOND ETF 2,269 2,282
    ISHARES CORE S&P 500 ETF 30,094 33,866
    ISHARES CORE US AGGREGATE BOND ETF 6,840 6,845
    NUVEEN ESG US AGGREGATE BOND ETF 11,488 11,426
    SPDR DOW JONES INDUSTRIAL AVR ETF IV 7,496 7,993
    SPDR GOLD SHARES ETF 128,720 132,152
    SPDR S&P TRANSPORTATION ETF IV 7,543 8,021
    SPDR S&P 500 ETF 7,392 8,549
    US GLOBAL JETS ETF 30,561 29,526
    VANECK GOLD MINERS ETF 238,591 197,625
    VANECK PREFERRED SECURITIES EX FINANCIALS ETF 20,664 21,661
    VANGUARD HEALTH CARE ETF IV 7,587 8,525
    AIR PRODUCTS&CHEM 5,732 5,781
    ALTRIA GROUP INC 3,083 3,554
    APPLE INC 6,669 9,766
    BERKSHIRE HATHAWAYINC 4,535 6,279
    BLACKROCK INC 4,949 7,324
    CHEVRON CORP 2,526 3,990
    CINN FINCL CRP OHIO 2,364 3,304
    CISCO SYSTEMS INC COM 3,396 5,386
    COMCAST CORP NEW CL A 3,788 3,724
    CROWN CASTLE REIT INC 5,671 6,888
    DIAGEO PLC SPSD ADR NEW 3,942 6,164
    DOMINION ENERGY INC 5,439 5,264
    FASTENAL COMPANY 3,586 4,805
    FRANKLIN RES INC 1,410 2,076
    INTEL CORP 3,789 3,657
    JOHNSON AND JOHNSON COM 5,637 6,330
    LOWE'S COMPANIES INC 5,875 8,788
    MERCK AND CO INC SHS 3,906 3,909
    MICROSOFT CORP 3,932 6,054
    NESTLE S A REP RG SH ADR 3,372 3,930
    NINTENDO LTD ADR 3,707 3,094
    NORFOLK SOUTHERN CORP 4,833 6,550
    PAYCHEX INC 3,145 5,187
    PFIZER INC 3,578 6,023
    PHILIP MORRIS INTL INC 2,701 3,230
    PROGRESSIVE CRP OHIO 4,637 4,825
    TARGET CORP COM 4,257 6,017
    TEXAS INSTRUMENTS 5,830 7,162
    UNITED PARCEL SVC CL B 5,082 6,216
    VERIZON COMMUNICATNS COM 3,974 3,481
    ABBOTT LABS 2,484 3,237
    ABBVIE INC SHS 2,707 4,062
    AIR PRODUCTS&CHEM 4,503 4,564
    AMERICAN TOWER REIT INC 2,033 2,633
    AUTOMATIC DATA PROC 2,422 3,945
    BEST BUY CO INC 2,237 1,930
    BLACKROCK INC 3,093 4,578
    BROADCOM INC 3,492 5,989
    CHEVRON CORP 1,709 2,699
    CISCO SYSTEMS INC COM 2,717 4,309
    COMCAST CORP NEW CL A 1,582 1,762
    CORNING INC 1,412 1,303
    CROWN CASTLE REIT INC 3,348 4,175
    EATON CORP PLC 1,631 2,419
    ELI LILLY & CO 2,022 3,591
    EVERSOURCE ENERGY COM 986 1,092
    HOME DEPOT INC 3,436 4,980
    HONEYWELL INTL INC DEL 879 1,043
    ILLINOIS TOOL WORKS INC 1,845 2,221
    JPMORGAN CHASE & CO 3,812 5,701
    LOCKHEED MARTIN CORP 2,328 2,132
    MARSH & MCLENNAN COS INC 2,445 3,650
    MCDONALDS CORP COM 2,687 3,217
    MEDTRONIC PLC SHS 3,581 3,310
    MERCK AND CO INC SHS 4,278 4,292
    MICROSOFT CORP 4,151 6,390
    MONDELEZ INTERNATIONAL 4,121 4,642
    NEXTERA ENERGY INC SHS 4,568 5,602
    PAYCHEX INC 2,069 3,413
    PEPSICO INC 3,822 4,690
    PHILLIPS 66 SHS 634 870
    PNC FINCL SERVICES GROUP 1,743 3,008
    PROCTER & GAMBLE CO 4,058 4,744
    PROLOGIS INC 2,148 3,367
    QUALCOMM INC 2,849 4,023
    REALTY INCM CRP MD PV$1. 2,223 2,434
    SEMPRA 2,513 2,646
    STARBUCKS CORP 2,705 3,509
    TEXAS INSTRUMENTS 4,602 5,654
    TRUIST FINL CORP 2,942 3,981
    UNITED PARCEL SVC CL B 2,613 3,001
    US BANCORP 1,385 1,966
    VERIZON COMMUNICATNS COM 1,423 1,247
    WEC ENERGY GROUP INC SHS 1,905 1,844
    ALLIANT ENERGY CORP 3,717 4,364
    AMDOCS LIMITED 3,643 4,490
    AON PLC REG SHS 3,138 4,809
    BOSTON SCIENTIFIC CORP 4,705 5,225
    BROADRIDGE FINL 3,243 5,302
    CARMAX INC 3,096 4,819
    CATALENT INC SHS 1,676 3,073
    CBOE GLOBAL MARKETS INC 1,060 1,565
    CERIDIAN HCM HLDG INC 3,229 3,865
    CIMPRESS PLC 1,140 1,146
    COOPER COS INC COM NEW 2,544 3,352
    DENTSPLY SIRONA INC 2,453 2,566
    ELANCO ANIMAL HEALTH INC 2,295 2,299
    FIDELITY NATL INFO SVCS 2,099 1,746
    FLEX LTD 2,229 3,666
    FRONTDOOR INC 2,397 1,942
    GILDAN ACTIVEWEAR INC 1,153 2,713
    GLOBAL PMTS INC GEORGIA 3,995 3,380
    GODADDY INC SHS CL A 4,071 5,007
    HUNT J B TRANS SVCS INC 4,965 6,541
    ICON PLC 0 1,858
    ICU MEDICAL INC 2,099 2,611
    INGERSOLL-RAND PLC 1,646 3,094
    KLA CORP 3,376 8,602
    LAM RESEARCH CORP COM 1,640 3,596
    LAMAR ADVERTISING CO-A 1,876 4,003
    LIBERTY MEDIA CORP 3,063 4,300
    LPL FINANCIAL HOLDINGS 2,763 6,884
    MICROCHIP TECHNOLOGY INC 2,632 4,701
    MSCI INC 1,523 3,063
    NATL INSTRUMENTS CORP 1,761 2,140
    NEUROCRINE BIOSCNCE INC 1,775 1,533
    NICE LTD ADR 4,291 6,983
    ON SEMICONDUCTOR CRP COM 2,454 9,033
    PERKINELMER INC COM 2,286 4,825
    REDFIN CORP COM 1,784 1,190
    REGAL REXNORD CORP 1,119 3,063
    RITCHIE BROS AUCTIONEERS 3,051 3,979
    RYANAIR HOLDINGS PLC SHS 1,282 1,944
    SCHWAB CHARLES CORP NEW 1,425 3,364
    SEALED AIR CORP (NEW) 2,123 4,318
    SENSATA TECHNOLOGIES 2,478 4,072
    SS AND C TECHNOLOGIES 4,542 6,722
    STERIS PLC REG SHS 2,948 4,381
    TE CONNECTIVITY LTD 3,303 6,454
    TELEFLEX INC 3,637 3,613
    TERMINIX GLOBAL HLDGS 1,356 1,945
    VISTEON CORP COM STK 875 1,556
    VROOM INC COM 1,729 410
    W R BERKLEY CORP 2,876 4,120
    WABTEC 1,758 2,855
    WATERS CORP 1,952 3,726
    WAYFAIR INC 3,009 1,900
    WEX INC 2,170 2,387
    WIX COM LTD 3,592 1,893
    ALIBABA GROUP HOLDING LT 13,202 5,940
    ALPHABET INC SHS CL C 8,603 17,362
    ALPHABET INC SHS CL A 8,580 17,382
    AMAZON COM INC COM 23,087 26,675
    AUTODESK INC DEL PV$0.01 12,847 16,871
    AUTOMATIC DATA PROC 2,048 3,452
    BOEING COMPANY 15,687 17,917
    CISCO SYSTEMS INC COM 5,293 8,301
    COLGATE PALMOLIVE 4,744 5,291
    DEERE CO 7,091 10,287
    DISNEY (WALT) CO COM STK 12,296 14,250
    EXPEDITORS INTL WASH INC 6,299 9,669
    FACTSET RESH SYS INC 4,893 7,776
    ILLUMINA INC COM 8,057 9,131
    INTUITIVE SURGICAL INC 3,675 5,749
    META PLATFORMS INC 17,139 24,554
    MICROSOFT CORP 12,962 21,861
    MONSTER BEVERAGE SHS 10,085 13,157
    NOVARTIS ADR 10,819 10,671
    NOVO NORDISK A S ADR 3,012 4,928
    NVIDIA 12,673 29,705
    ORACLE CORP $0.01 DEL 12,203 18,227
    QUALCOMM INC 6,328 10,606
    REGENERON PHARMACTCLS 10,139 11,367
    ROCHE HLDG LTD SPN ADR 8,664 10,441
    SALESFORCE COM INC 13,881 15,502
    SCHLUMBERGER LTD 3,362 5,151
    SEI INVT CO PA PV $0.01 4,744 5,363
    STARBUCKS CORP 7,345 10,059
    VERTEX PHARMCTLS INC 9,336 10,321
    VISA INC CL A SHRS 19,300 21,454
    WORKDAY INC CL A 4,172 5,737
    YUM BRANDS INC 3,714 5,832
    YUM CHINA HOLDINGS INC 2,831 2,791
    BARRICK GOLD CORPORATION 55,662 38,000
    SPDR GOLD TRUST 38,951 42,740
    A N S Y S INC COM 6,181 7,220
    ADOBE INC 5,987 7,372
    ALCON SA ACT NOM 3,661 4,617
    AMERIPRISE FINL INC 3,777 5,128
    AMGEN INC COM 4,050 4,049
    CAPITAL ONE FINL 4,478 5,513
    CHUBB LTD 2,783 3,286
    CIE GENERALE DES 3,745 4,066
    CINN FINCL CRP OHIO 3,341 3,874
    COCA COLA COM 3,466 4,145
    COMMERCE BANCSHARES 2,284 2,200
    CONSTELLATION BRANDS INC 3,060 3,263
    CORTEVA INC REG SHS 4,857 5,106
    COTERRA ENERGY INC 3,179 3,287
    CROWN CASTLE REIT INC 4,019 5,219
    CULLEN FRST BKRS PV$0.01 2,492 3,026
    DANAHER CORP DEL COM 5,537 8,225
    EAST WEST BANCORP INC 1,862 2,046
    ECOLAB INC 4,319 4,457
    ELANCO ANIMAL HEALTH INC 3,175 2,724
    EQTY LIFESTYLS PPTYS INC 1,621 2,279
    GENL DYNAMICS CORP COM 2,809 3,544
    HONEYWELL INTL INC DEL 4,630 4,170
    JOHNSON CONTROLS INTER 3,849 5,610
    LENNAR CORP CL A 3,855 5,460
    MARTIN MARIETTA MATLS 4,312 5,727
    MEDTRONIC PLC SHS 4,011 3,517
    MICROCHIP TECHNOLOGY INC 5,087 5,920
    MICROSOFT CORP 6,519 9,417
    MITSUBISHI UFJ FINL GRP 1,827 1,884
    PARKER HANNIFIN CORP 4,603 5,090
    PAYPAL HOLDINGS INC SHS 4,658 3,394
    PHILLIPS 66 SHS 2,564 2,246
    PNC FINCL SERVICES GROUP 3,733 4,411
    PROCTER & GAMBLE CO 3,737 4,907
    QUALCOMM INC 4,094 5,486
    RPM INTERNATIONAL INC 3,279 4,141
    SONY GROUP CORP 5,412 6,446
    SUN COMMNTYS INC 1,699 2,310
    TWITTER INC 4,865 2,766
    TYSON FOODS INC CL A 2,648 3,399
    WALGREENS BOOTS ALLIANCE 1,828 1,982
    XYLEM INC SHS 3,804 4,557
    ACCENTURE PLC SHS 3,539 5,804
    AMER EXPRESS COMPANY 3,261 3,108
    AON PLC REG SHS 4,344 5,711
    BLACKROCK INC 2,084 2,747
    BOSTON SCIENTIFIC CORP 2,288 2,506
    CHUBB LTD 4,256 5,026
    CIGNA CORP REG SHS 5,587 5,970
    CITIGROUP INC COM NEW 5,508 5,012
    COLGATE PALMOLIVE 2,548 2,816
    COMCAST CORP NEW CL A 7,543 7,147
    CONOCOPHILLIPS 1,872 2,598
    DANAHER CORP DEL COM 2,215 3,290
    DIAGEO PLC SPSD ADR NEW 1,897 2,642
    DOMINION ENERGY INC 2,983 3,221
    DUKE ENERGY CORP NEW 4,654 5,455
    DUPONT DE NEMOURS INC 3,671 3,797
    EATON CORP PLC 3,377 4,493
    FIDELITY NATL INFO SVCS 2,487 1,965
    HONEYWELL INTL INC DEL 4,899 5,004
    ILLINOIS TOOL WORKS INC 3,623 4,442
    JOHNSON AND JOHNSON COM 7,006 7,527
    JPMORGAN CHASE & CO 7,378 7,918
    KIMBERLY CLARK 2,080 2,287
    KKR & CO INC CL A 1,417 1,714
    LOCKHEED MARTIN CORP 2,014 2,132
    LOWE'S COMPANIES INC 2,246 3,619
    MARRIOTT INTL INC NEW A 1,989 2,148
    MARSH & MCLENNAN COS INC 2,683 3,998
    MCKESSON CORPORATION COM 2,243 3,231
    MEDTRONIC PLC SHS 4,483 3,931
    MERCK AND CO INC SHS 4,008 4,292
    MORGAN STANLEY 4,727 5,890
    NASDAQ OMX GRP INC 2,350 3,570
    NESTLE S A REP RG SH ADR 4,189 5,615
    NORTHROP GRUMMAN CORP 4,161 5,419
    NXP SEMICONDUCTORS N.V. 2,352 2,961
    PEPSICO INC 1,686 2,258
    PIONEER NATURAL RES CO 1,024 1,273
    PNC FINCL SERVICES GROUP 2,376 2,807
    PPG INDUSTRIES INC SHS 2,899 3,449
    PROGRESSIVE CRP OHIO 4,772 5,133
    SOUTHERN COMPANY 4,647 5,486
    STANLEY BLACK & DECKER 4,097 4,338
    TEXAS INSTRUMENTS 4,635 5,089
    THERMO FISHER SCIENTIFIC 3,205 4,671
    TRANE TECHNOLOGIES PLC 1,848 2,424
    UNION PACIFIC CORP 4,824 5,794
    OWL ROCK CAPITAL CORP 1,886,626 1,732,462

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    US Government Securities - End of Year Book Value:

    350,783
    US Government Securities - End of Year Fair Market Value:

    367,534
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CIBC ATLAS EQUITY INCOME FUND INST AT COST 201,880 230,993
    CIBC ATLAS INCOME OPPORTUNITIES AT COST 101,723 179,711
    T ROWE PRICE INSTITUTIONAL FLOATING AT COST 225,000 224,667
    PIMCO COMMODITY REALRETURN STRATEGY AT COST 102,500 106,490
    ATLAS POINT PRIVATE CREDIT OPPORTUNITIES FUND, LLC AT COST 2,990 46,742
    STEPSTONE ATLAS OPPORTUNITIES FUND II LP AT COST 140,000 194,795
    BV INVESTORS AT COST 500,000 500,000
    CA INNOVATIONS AT COST 500,000 500,000
    CARMEL INNOVATIONS AT COST 300,000 300,000
    EXIGENT TOTAL RETURN AT COST 1,000,000 711,633
    SL4000 CT MEMBER LLC AT COST 245,513 27,705
    TAUBER REAL ESTATE INVESTMENTS LLC (SL 4000 MEMBER III) AT COST 0 192,226
    ALFRED TAUBER CRT INVESTMENT LLC AT COST 0 531,726
    APOLLO EUROPEAN FINANCE ACCESS FUND III AT COST 552,268 743,301
    ALFRED I TAUBER CRT INVESTMENT FUND AT COST 0 82,544

    TY 2021 LegalFeesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 13,642 13,642   0


    TY 2021 OtherAssetsSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED DIVIDENDS 48,824 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Description Amount
    OTHER COST BASIS ADJUSTMENTS 462,575


    TY 2021 OtherExpensesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 2 2   0
    DUES & SUBSCRIPTIONS 4,329 4,329   0
    CROSS CURRENCY EXCHANGE 221 221   0
    PASSTHROUGH: INVESTMENT EXPENSE 1,723 1,723   0
    PASSTHROUGH: OTHER ORDINARY DEDUCTIONS/LOSSES 63,215 63,198   0


    TY 2021 OtherIncomeSchedule2
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    CLASS ACTION PROCEEDS 25 25 25
    OTHER INCOME 100 100 100
    PASSTHROUGH ROYALTIES 9 9 9
    CASH IN LIEU OF FRACTIONAL SHARE 1,378 1,378 1,378
    OTHER INCOME FROM ALTERNATIVE INVESTMENTS 10,938 0 10,938
    FEDERAL TAX REFUND 997   997


    TY 2021 OtherIncreasesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Description Amount
    BOOK/TAX DIFFERENCES 41,922


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGT. FEES 27,807 27,807   0
    MANAGEMENT FEES 100,580 100,580   0


    TY 2021 TaxesSchedule
    Name:
    HARDY LANE FOUNDATION INC
    EIN:
    27-4970024
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAXES 1,500 0   0
    FOREIGN TAXES 980 980   0