TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 08-01-2021 , and ending 07-31-2022

Name of foundation
EVAN F LILLY MEMORIAL TRUST XXXXX7007

Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603

A Employer identification number

13-6265493

B Telephone number (see instructions)

(800) 496-2583

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$15,115,965J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	492,801		492,801
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		368,974
b	Gross sales price for all assets on line 6a 2,573,065
7	Capital gain net income (from Part IV, line 2)...			368,974
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		30	30
12	Total. Add lines 1 through 11........	861,805		861,805
13	Compensation of officers, directors, trustees, etc.	132,589		92,589		40,000
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		20,986	8,540		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	153,575		101,129	0	40,000
25	Contributions, gifts, grants paid.......	769,177				769,177
26	Total expenses and disbursements. Add lines 24 and 25	922,752		101,129	0	809,177
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-60,947
b	Net investment income (if negative, enter -0-)			760,676
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	9,145	3,069	3,069
	2	Savings and temporary cash investments.........	200,027	141,338	141,338
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	8,817,612	8,908,003	12,234,696
	c	Investments—corporate bonds (attach schedule).......	2,182,604	2,116,206	1,959,091
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	796,718	796,718	777,771
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	12,006,106	11,965,334	15,115,965
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	12,006,106	11,965,334
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	12,006,106	11,965,334
	30	Total liabilities and net assets/fund balances (see instructions).	12,006,106	11,965,334

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

12,006,106

Enter amount from Part I, line 27a .....................

-60,947

Other increases not included in line 2 (itemize) bullet

20,349

Add lines 1, 2, and 3 ..........................

11,965,508

Decreases not included in line 2 (itemize) bullet

174

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,965,334

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	42. HONEYWELL INTL INC		2009-12-16	2021-08-19
b	. INTUITIVE SURGICAL INC NEW			2021-08-19
c	107. RAYTHEON TECHNOLOGIES CORP			2021-08-19
d	7. STANLEY BLACK & DECKER,INC.		2020-10-05	2021-08-19
e	2. STANLEY BLACK & DECKER,INC.			2021-08-20
	17. STANLEY BLACK & DECKER,INC.			2021-08-20
	3. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-20
	1. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-20
	11. STANLEY BLACK & DECKER,INC.		2016-02-17	2021-08-23
	9. STANLEY BLACK & DECKER,INC.			2021-08-24
	137. FISERV INC			2021-09-09
	10. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-09-09
	10. UNION PAC CORP		2017-05-18	2021-09-09
	15. UNION PAC CORP		2017-05-18	2021-09-09
	51. UNION PAC CORP			2021-09-09
	96. UNION PAC CORP			2021-09-09
	14. UNION PAC CORP		2015-09-29	2021-09-09
	8. ASML HOLDING NV-NY REG SHS			2021-09-09
	30. LILLY ELI & CO			2021-09-15
	6. RAYTHEON TECHNOLOGIES CORP		2020-11-24	2021-09-15
	104. RAYTHEON TECHNOLOGIES CORP			2021-09-15
	12. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	47. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	5. VERTEX PHARMACEUTICALS INC		2011-11-28	2021-09-15
	75. FISERV INC			2021-10-12
	33. MASTERCARD INC - CLASS A		2021-02-24	2021-10-12
	46. PAYPAL HOLDINGS INC			2021-10-12
	2. LAM RESEARCH CORPORATION COMMON		2020-12-17	2021-10-21
	14. LAM RESEARCH CORPORATION COMMON			2021-10-21
	8. LAM RESEARCH CORPORATION COMMON		2020-11-03	2021-10-21
	34. LAM RESEARCH CORPORATION COMMON			2021-10-21
	138. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	30. RAYTHEON TECHNOLOGIES CORP		2020-12-03	2021-10-21
	16. RAYTHEON TECHNOLOGIES CORP		2020-12-03	2021-10-21
	5. RAYTHEON TECHNOLOGIES CORP		2020-12-03	2021-10-21
	121. RAYTHEON TECHNOLOGIES CORP			2021-10-21
	3593. ISHARES CORE MSCI EMERGING			2021-10-25
	1777. ISHARES CORE MSCI EMERGING			2021-10-25
	2531. JPMORGAN BETABUILDERS JAPAN ETF			2021-10-25
	553. JPMORGAN BETABUILDERS JAPAN ETF		2020-10-22	2021-10-25
	285. COMCAST CORP NEW CL A		2021-04-16	2021-10-27
	20. COMCAST CORP NEW CL A		2009-12-07	2021-10-27
	16. YUM BRANDS INC		2020-10-16	2021-10-27
	47. YUM BRANDS INC			2021-10-27
	19. YUM BRANDS INC		2020-10-14	2021-10-27
	52. YUM BRANDS INC			2021-10-27
	29. YUM BRANDS INC			2021-10-27
	5. YUM BRANDS INC		2018-11-27	2021-10-27
	34. YUM BRANDS INC			2021-10-27
	52. YUM BRANDS INC		2020-03-11	2021-10-28
	4. YUM BRANDS INC		2020-03-11	2021-10-28
	21. YUM BRANDS INC		2020-03-11	2021-10-28
	3. YUM BRANDS INC		2020-03-11	2021-10-28
	4. PAYPAL HOLDINGS INC		2019-01-23	2021-10-29
	77. PAYPAL HOLDINGS INC			2021-10-29
	54. PAYPAL HOLDINGS INC		2018-01-26	2021-11-01
	386. COMCAST CORP NEW CL A		2009-12-07	2021-11-02
	97. COMCAST CORP NEW CL A		2009-12-07	2021-11-02
	15. ZIMMER HLDGS INC		2020-06-30	2021-11-02
	37. ZIMMER HLDGS INC			2021-11-02
	14. ZIMMER HLDGS INC		2018-04-26	2021-11-02
	6. ZIMMER HLDGS INC			2021-11-02
	21. ZIMMER HLDGS INC			2021-11-02
	19. ZIMMER HLDGS INC		2017-11-20	2021-11-03
	48. STANLEY BLACK & DECKER,INC.			2021-11-05
	5. STANLEY BLACK & DECKER,INC.		2016-02-11	2021-11-05
	18. STANLEY BLACK & DECKER,INC.			2021-11-08
	28. STANLEY BLACK & DECKER,INC.			2021-11-08
	15. STANLEY BLACK & DECKER,INC.		2016-02-11	2021-11-08
	4. ANALOG DEVICES INC		2021-09-09	2021-11-19
	1. ANALOG DEVICES INC		2021-09-09	2021-11-19
	14. ANALOG DEVICES INC		2021-09-09	2021-11-19
	4. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	4. ANALOG DEVICES INC		2021-09-09	2021-11-22
	13. ANALOG DEVICES INC		2021-09-09	2021-11-22
	2. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	7. ANALOG DEVICES INC		2021-09-09	2021-11-22
	1. ANALOG DEVICES INC		2021-09-09	2021-11-22
	3. ANALOG DEVICES INC		2021-09-09	2021-11-22
	5. ANALOG DEVICES INC		2021-09-09	2021-12-06
	92. ANALOG DEVICES INC			2021-12-06
	14. NETFLIX.COM INC			2021-12-06
	10. ANALOG DEVICES INC			2021-12-07
	15. ZIMMER HLDGS INC			2021-12-29
	25. ZIMMER HLDGS INC			2021-12-29
	49. ZIMMER HLDGS INC			2021-12-29
	68. ZIMMER HLDGS INC			2021-12-29
	2. ZIMMER HLDGS INC		2017-11-13	2021-12-30
	8. NETFLIX.COM INC		2019-05-16	2022-01-05
	13. NETFLIX.COM INC		2019-05-16	2022-01-05
	10. SNAP INC - A		2021-10-27	2022-01-21
	5. SNAP INC - A		2021-10-27	2022-01-21
	310. SNAP INC - A			2022-01-21
	55. SNAP INC - A		2021-12-06	2022-01-21
	105. SNAP INC - A		2021-12-06	2022-01-21
	6470. ISHARES US TREASURY BOND ETF			2022-01-26
	40136.574 LORD ABBETT SHRT DUR INC-F3		2018-11-13	2022-01-26
	22. SHOPIFY INC - CLASS A			2022-02-03
	33. WORKDAY INC-CLASS A		2021-10-21	2022-02-04
	9. WORKDAY INC-CLASS A		2021-10-21	2022-02-04
	5. WORKDAY INC-CLASS A		2021-10-21	2022-02-04
	1. WEX INC		2021-03-05	2022-02-08
	20. WEX INC		2021-03-05	2022-02-08
	8. WEX INC		2021-03-05	2022-02-08
	7. WEX INC			2022-02-08
	13. WEX INC		2020-12-03	2022-02-08
	10. WEX INC			2022-02-09
	1. WEX INC		2020-04-28	2022-02-09
	48. WEX INC			2022-02-09
	4. WEX INC		2016-05-31	2022-02-09
	14. WEX INC			2022-02-09
	4. WEX INC		2016-05-27	2022-02-10
	38. WEX INC			2022-02-10
	3. WEX INC		2016-05-03	2022-02-11
	6. WORKDAY INC-CLASS A		2021-10-21	2022-02-15
	20. WORKDAY INC-CLASS A		2021-10-21	2022-02-15
	14. WORKDAY INC-CLASS A			2022-02-15
	22. WORKDAY INC-CLASS A			2022-02-16
	7. WORKDAY INC-CLASS A		2021-10-21	2022-02-16
	17069.766 SIX CIRCLES CREDIT OPPORT		2020-11-05	2022-02-23
	2. NORFOLK SOUTHN CORP		2021-09-09	2022-03-03
	29. NORFOLK SOUTHN CORP			2022-03-03
	30. PPG INDS INC		2020-11-03	2022-03-03
	104. PPG INDS INC			2022-03-03
	1. PPG INDS INC		2020-11-02	2022-03-04
	12. PPG INDS INC			2022-03-04
	29. PPG INDS INC			2022-03-04
	18. INGERSOLL RAND INC COMMON STOCK		2021-10-21	2022-03-08
	239. INGERSOLL RAND INC COMMON STOCK			2022-03-08
	96. PAYPAL HOLDINGS INC			2022-03-08
	102. MORGAN STANLEY DEAN WITTER & CO NEW			2022-04-07
	100. SCHWAB CHARLES CORP NEW			2022-04-07
	156. WELLS FARGO & CO NEW		2021-04-27	2022-04-07
	19. APTIV PLC			2022-04-08
	5. APTIV PLC		2021-11-02	2022-04-08
	13. APTIV PLC		2021-11-02	2022-04-08
	15. APTIV PLC		2021-11-02	2022-04-08
	54. APTIV PLC			2022-04-08
	5. APTIV PLC		2021-11-02	2022-04-08
	37. APTIV PLC			2022-04-11
	6. LAUDER ESTEE COS INC CL A		2021-01-08	2022-05-10
	75. LAUDER ESTEE COS INC CL A			2022-05-10
	23. NEXTERA ENERGY INC		2021-11-02	2022-05-10
	21. NEXTERA ENERGY INC		2021-11-02	2022-05-10
	67. NEXTERA ENERGY INC		2021-11-02	2022-05-10
	59. NEXTERA ENERGY INC		2021-11-02	2022-05-10
	41. NEXTERA ENERGY INC		2020-06-30	2022-05-10
	36. NEXTERA ENERGY INC			2022-05-11
	86. NEXTERA ENERGY INC		2020-05-04	2022-05-11
	9. SCHWAB CHARLES CORP NEW		2021-01-11	2022-05-19
	76. SCHWAB CHARLES CORP NEW			2022-05-19
	295. SCHWAB CHARLES CORP NEW			2022-05-19
	92. SCHWAB CHARLES CORP NEW		2021-01-28	2022-05-19
	2. SCHWAB CHARLES CORP NEW		2021-01-28	2022-05-19
	10. SCHWAB CHARLES CORP NEW		2021-01-28	2022-05-19
	49. LOWES COS INC			2022-05-20
	33. NVIDIA CORP		2017-10-03	2022-05-20
	8859. JPMORGAN BETABUILDERS EUROPE ETF			2022-05-27
	468. JPMORGAN BETABUILDERS CANADA		2018-08-20	2022-05-27
	334. SPDR TR UNIT SER 1		2014-06-03	2022-05-27
	88. AMAZON COM INC			2022-06-17
	50. INTUITIVE SURGICAL INC NEW			2022-06-17
	75. NIKE INC		2021-02-17	2022-06-17
	75. AMERICAN EXPRESS CO			2022-06-24
	36. AMERICAN EXPRESS CO			2022-06-30
	2. INGERSOLL RAND INC COMMON STOCK		2021-07-07	2022-06-30
	44. INGERSOLL RAND INC COMMON STOCK			2022-06-30
	19. INGERSOLL RAND INC COMMON STOCK			2022-06-30
	50. INGERSOLL RAND INC COMMON STOCK			2022-06-30
	10. MARTIN MARIETTA MATLS INC		2022-03-03	2022-06-30
	8. MARTIN MARIETTA MATLS INC		2022-03-03	2022-06-30
	66. MORGAN STANLEY DEAN WITTER & CO NEW		2013-01-16	2022-06-30
	18. NVIDIA CORP		2017-10-03	2022-06-30
	11. NVIDIA CORP		2017-10-03	2022-06-30
	5. TRANE TECHNOLOGIES PLC		2021-02-22	2022-06-30
	14. TRANE TECHNOLOGIES PLC			2022-06-30
	31. TRANE TECHNOLOGIES PLC		2021-02-22	2022-06-30
	1. TRANE TECHNOLOGIES PLC		2021-02-22	2022-06-30
	39. INGERSOLL RAND INC COMMON STOCK			2022-07-01
	15. INGERSOLL RAND INC COMMON STOCK			2022-07-01
	5. INGERSOLL RAND INC COMMON STOCK		2021-05-14	2022-07-01
	7. MARTIN MARIETTA MATLS INC			2022-07-01
	8. MARTIN MARIETTA MATLS INC		2022-03-04	2022-07-01
	8. MARTIN MARIETTA MATLS INC		2022-03-04	2022-07-01
	. METLIFE INC			2022-07-25
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	9,534	1,656	7,878
b	25		25
c	8,933	8,159	774
d	1,325	1,186	139
e	380	339	41
	3,232	2,879	353
	570	279	291
	189	93	96
	2,098	1,024	1,074
	1,727	834	893
	15,821	13,209	2,612
	5,911	4,858	1,053
	2,105	1,074	1,031
	3,155	1,610	1,545
	10,689	5,245	5,444
	20,164	8,630	11,534
	2,943	1,208	1,735
	6,835	2,341	4,494
	7,028	4,359	2,669
	507	446	61
	8,801	7,713	1,088
	2,266	327	1,939
	8,901	1,282	7,619
	948	136	812
	7,824	6,356	1,468
	11,399	12,091	-692
	11,760	5,201	6,559
	1,077	972	105
	7,582	6,339	1,243
	4,365	2,953	1,412
	18,748	12,528	6,220
	12,572	10,196	2,376
	2,726	2,199	527
	1,457	1,173	284
	455	366	89
	11,004	8,272	2,732
	229,984	198,351	31,633
	113,750	97,993	15,757
	144,696	143,782	914
	31,615	27,341	4,274
	15,102	15,707	-605
	1,060	170	890
	2,032	1,593	439
	5,961	4,637	1,324
	2,390	1,837	553
	6,590	4,801	1,789
	3,659	2,609	1,050
	637	446	191
	4,301	2,921	1,380
	6,499	4,230	2,269
	495	325	170
	2,604	1,708	896
	376	244	132
	929	362	567
	17,985	6,633	11,352
	12,472	4,591	7,881
	20,141	3,279	16,862
	5,075	824	4,251
	2,193	1,792	401
	5,396	4,398	998
	2,036	1,572	464
	874	673	201
	3,058	2,356	702
	2,787	2,132	655
	8,840	4,387	4,453
	921	452	469
	3,325	1,620	1,705
	5,146	2,516	2,630
	2,752	1,343	1,409
	752	678	74
	189	170	19
	2,643	2,375	268
	764	678	86
	191	170	21
	767	678	89
	2,420	2,205	215
	375	339	36
	188	170	18
	188	168	20
	1,302	1,175	127
	187	168	19
	565	504	61
	905	839	66
	16,658	13,676	2,982
	8,573	5,163	3,410
	1,851	1,434	417
	1,923	1,680	243
	3,218	2,780	438
	6,312	5,426	886
	8,716	7,523	1,193
	258	221	37
	4,585	2,893	1,692
	7,529	4,701	2,828
	324	546	-222
	162	273	-111
	10,018	16,747	-6,729
	1,766	2,631	-865
	3,402	5,023	-1,621
	167,378	170,743	-3,365
	165,764	166,567	-803
	18,033	32,879	-14,846
	7,855	9,239	-1,384
	2,131	2,520	-389
	1,184	1,400	-216
	161	212	-51
	3,248	4,244	-996
	1,290	1,698	-408
	1,129	1,297	-168
	2,096	2,348	-252
	1,664	1,294	370
	168	123	45
	8,042	5,564	2,478
	670	369	301
	2,354	1,292	1,062
	671	368	303
	6,521	3,472	3,049
	508	273	235
	1,411	1,680	-269
	4,706	5,599	-893
	3,288	3,919	-631
	5,011	6,107	-1,096
	1,595	1,937	-342
	168,820	173,258	-4,438
	544	496	48
	7,930	7,181	749
	3,824	4,108	-284
	13,295	14,114	-819
	124	135	-11
	1,491	1,618	-127
	3,584	3,900	-316
	823	977	-154
	11,044	12,812	-1,768
	8,974	8,052	922
	8,360	2,099	6,261
	7,961	6,022	1,939
	7,381	7,028	353
	2,059	3,305	-1,246
	542	868	-326
	1,424	2,257	-833
	1,632	2,604	-972
	5,873	9,374	-3,501
	544	867	-323
	4,057	5,362	-1,305
	1,398	1,557	-159
	17,248	18,576	-1,328
	1,581	1,965	-384
	1,452	1,794	-342
	4,663	5,725	-1,062
	4,133	5,041	-908
	2,872	2,456	416
	2,524	2,085	439
	6,076	4,885	1,191
	570	539	31
	4,776	4,550	226
	18,515	17,486	1,029
	5,817	4,964	853
	126	108	18
	633	540	93
	8,970	4,639	4,331
	5,283	1,478	3,805
	466,991	487,668	-20,677
	30,628	23,186	7,442
	138,692	64,403	74,289
	9,341	15,668	-6,327
	9,636	17,794	-8,158
	8,057	10,801	-2,744
	10,855	9,668	1,187
	4,955	4,411	544
	84	99	-15
	1,851	2,160	-309
	798	927	-129
	2,100	2,436	-336
	2,992	3,757	-765
	2,392	3,001	-609
	5,013	1,357	3,656
	2,729	806	1,923
	1,674	493	1,181
	650	774	-124
	1,818	2,165	-347
	4,025	4,778	-753
	130	154	-24
	1,631	1,896	-265
	627	728	-101
	209	243	-34
	2,080	2,609	-529
	2,366	2,974	-608
	2,370	2,974	-604
	47		47
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055
			137,055

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			7,878
b			25
c			774
d			139
e			41
			353
			291
			96
			1,074
			893
			2,612
			1,053
			1,031
			1,545
			5,444
			11,534
			1,735
			4,494
			2,669
			61
			1,088
			1,939
			7,619
			812
			1,468
			-692
			6,559
			105
			1,243
			1,412
			6,220
			2,376
			527
			284
			89
			2,732
			31,633
			15,757
			914
			4,274
			-605
			890
			439
			1,324
			553
			1,789
			1,050
			191
			1,380
			2,269
			170
			896
			132
			567
			11,352
			7,881
			16,862
			4,251
			401
			998
			464
			201
			702
			655
			4,453
			469
			1,705
			2,630
			1,409
			74
			19
			268
			86
			21
			89
			215
			36
			18
			20
			127
			19
			61
			66
			2,982
			3,410
			417
			243
			438
			886
			1,193
			37
			1,692
			2,828
			-222
			-111
			-6,729
			-865
			-1,621
			-3,365
			-803
			-14,846
			-1,384
			-389
			-216
			-51
			-996
			-408
			-168
			-252
			370
			45
			2,478
			301
			1,062
			303
			3,049
			235
			-269
			-893
			-631
			-1,096
			-342
			-4,438
			48
			749
			-284
			-819
			-11
			-127
			-316
			-154
			-1,768
			922
			6,261
			1,939
			353
			-1,246
			-326
			-833
			-972
			-3,501
			-323
			-1,305
			-159
			-1,328
			-384
			-342
			-1,062
			-908
			416
			439
			1,191
			31
			226
			1,029
			853
			18
			93
			4,331
			3,805
			-20,677
			7,442
			74,289
			-6,327
			-8,158
			-2,744
			1,187
			544
			-15
			-309
			-129
			-336
			-765
			-609
			3,656
			1,923
			1,181
			-124
			-347
			-753
			-24
			-265
			-101
			-34
			-529
			-608
			-604
			47

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	368,974
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 ...................		3

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 and enter “N/A" on line 1.
	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	10,573
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	10,573
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	14,133
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

7	Total credits and payments. Add lines 6a through 6d..............		7	14,133
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.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	3,560
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax3,560	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

JP MORGAN CHASE BANK NA Telephone no. bullet

(800) 496-2583

Located at bullet

10 S DEARBORN IL1 -0111CHICAGOIL ZIP+4 bullet

60603

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JP MORGAN CHASE BANK NA	TRUSTEE 2	132,589
10 S DEARBORN IL1-0111 CHICAGO,IL60603	TRUSTEE 2	132,589

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...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

16,414,921

Average of monthly cash balances.......................

236,578

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

16,651,499

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

16,651,499

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

249,772

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

16,401,727

Minimum investment return. Enter 5% (0.05) of line 5................

820,086

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.)

Minimum investment return from Part IX, line 6..................

820,086

Tax on investment income for 2021 from Part V, line 5.......

10,573

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

10,573

Distributable amount before adjustments. Subtract line 2c from line 1............

809,513

Recoveries of amounts treated as qualifying distributions................

20,348

Add lines 3 and 4............................

829,861

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

829,861

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					829,861
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				724,605
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 809,177
a Applied to 2020, but not more than line 2a				724,605
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.....					84,572
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					745,289
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

Form 990-PF (2021)

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
NEW YORK UNIVERSITY MEDICAL CENTER 550 FIRST AVE NEW YORK,NY10016	NONE	PC	GENERAL	769,177
Total ................................. 3a				769,177

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	368,974
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	30
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				861,805

13Total. Add line 12, columns (b), (d), and (e)..................

861,805

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
921937603 VANGUARD TTL BD MKT	158,595	153,325
92203J308 VANGUARD TTL INTL BN	403,718	378,017
54401E143 LORD ABBETT SHRT DUR	103,214	98,240
464287432 ISHARES 20+ YEAR TRE	176,054	143,030
46429B267 ISHARES US TREASURY
83002G702 SIX CIRCLES GLOBAL B	566,685	516,750
83002G884 SIX CIRCLES CREDIT O	271,237	252,314
92206C771 VANGUARD MORTGAGE-BA	141,701	129,009
921937835 VANGUARD TOTAL BOND	149,468	149,032
92203J407 VANGUARD TOTAL INTL	145,534	139,374

Name of Stock	End of Year Book Value	End of Year Fair Market Value
02079K107 ALPHABET INC-CL C	26,157	130,637
02079K305 ALPHABET INC-CL A	6,569	53,507
09062X103 BIOGEN INC	17,739	13,119
16119P108 CHARTER COMMUNICATIO	9,884	22,901
20030N101 COMCAST CORP-CLASS A
30303M102 META PLATFORMS INC-C	42,817	42,480
57636Q104 MASTERCARD INC - A	33,619	91,632
65339F101 NEXTERA ENERGY INC	25,335	46,470
67103H107 O'REILLY AUTOMOTIVE	18,275	40,808
101137107 BOSTON SCIENTIFIC CO	19,872	32,388
110122108 BRISTOL-MYERS SQUIBB	46,010	53,195
532457108 ELI LILLY & CO	19,093	76,158
438516106 HONEYWELL INTERNATIO	7,851	39,454
464287465 ISHARES MSCI EAFE ET	82,106	103,969
548661107 LOWE'S COS INC	4,448	36,199
594918104 MICROSOFT CORP	23,956	228,522
609207105 MONDELEZ INTERNATION	9,183	26,961
617446448 MORGAN STANLEY	11,238	46,112
655844108 NORFOLK SOUTHERN COR	30,474	51,741
713448108 PEPSICO INC	29,446	48,114
723787107 PIONEER NATURAL RESO	22,125	46,679
78462F103 SPDR S&P 500 ETF TRU	853,302	1,931,409
854502101 STANLEY BLACK & DECK
882508104 TEXAS INSTRUMENTS IN	21,228	61,359
907818108 UNION PACIFIC CORP
91324P102 UNITEDHEALTH GROUP I	19,396	130,704
92532F100 VERTEX PHARMACEUTICA
94106B101 WASTE CONNECTIONS IN	15,661	30,542
949746101 WELLS FARGO & CO	39,774	52,030
96208T104 WEX INC
46432F842 ISHARES CORE MSCI EA	483,768	490,195
315911727 FIDELITY INTL INDX-I	513,303	501,237
315911750 FIDELITY 500 INDEX-I	1,591,655	2,000,138
67066G104 NVIDIA CORP	6,897	27,971
70450Y103 PAYPAL HOLDINGS INC
98956P102 ZIMMER BIOMET HOLDIN
337738108 FISERV INC	17,253	22,193
580135101 MCDONALD'S CORP	40,155	46,880
988498101 YUM] BRANDS INC
64110L106 NETFLIX INC
83002G306 SIX CIRCLES US UNCON	1,325,644	1,715,794
83002G405 SIX CIRCLES INTL UNC	1,489,636	1,444,490
G5494J103 LINDE PLC	38,272	68,554
N6596X109 NXP SEMICONDUCTORS N	62,088	83,482
00287Y109 ABBVIE INC	31,429	58,409
023135106 AMAZON.COM INC	61,603	160,860
025816109 AMERICAN EXPRESS CO	23,211	32,498
037833100 APPLE INC	4,591	163,160
060505104 BANK OF AMERICA CORP	14,564	40,369
09857L108 BOOKING HOLDINGS INC	36,471	40,649
461202103 INTUIT INC	20,529	33,300
883556102 THERMO FISHER SCIENT	33,334	58,046
N07059210 ASML HOLDING NV-NY R	8,771	17,233
007903107 ADVANCED MICRO DEVIC	31,993	30,797
031100100 AMETEK INC	26,357	29,393
032654105 ANALOG DEVICES INC	25,380	32,500
20825C104 CONOCOPHILLIPS	55,276	74,534
363576109 ARTHUR J GALLAGHER &	26,879	33,829
43300A203 HILTON WORLDWIDE HOL	25,419	25,742
45687V106 INGERSOLL RAND INC C	20,014	20,567
46434G103 ISHARES CORE MSCI EM
46641Q191 JPMORGAN BETABUILDER
46641Q217 JPMORGAN BETABUILDER	357,655	356,985
46641Q225 JPMORGAN BETABUILDER	392,279	507,168
46641Q233 JPMORGAN BETABUILDER	284,862	265,184
512807108 LAM RESEARCH CORP
518439104 ESTEE LAUDER COMPANI
654106103 NIKE INC -CL B	20,279	16,548
693506107 PPG INDUSTRIES INC
75513E101 RAYTHEON TECHNOLOGIE	20,437	19,854
75886F107 REGENERON PHARMACEUT	26,350	27,921
808513105 SCHWAB (CHARLES) COR
G29183103 EATON CORP PLC	27,038	30,272
G8994E103 TRANE TECHNOLOGIES P	20,102	19,403
023608102 AMEREN CORPORATION	28,041	28,122
099502106 BOOZ ALLEN HAMILTON	28,204	31,961
22160K105 COSTCO WHOLESALE COR	32,004	35,185
244199105 DEERE & CO	65,941	62,116
46120E602 INTUITIVE SURGICAL I	20,423	15,421
61174X109 MONSTER BEVERAGE COR	26,266	28,989
679580100 OLD DOMINION FREIGHT	44,218	47,044
743315103 PROGRESSIVE CORP	38,977	38,085
78486Q101 SVB FINANCIAL GROUP	24,877	14,528

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
09257V508 BLACKSTONE ALT MULTI	AT COST	352,634	327,435
09250J734 BLACKROCK EVNT DRVN	AT COST	130,224	129,855
64128R608 NEUBERGER BERMAN LON	AT COST	136,462	156,224
72201M487 PIMCO DYNAMIC BOND-I	AT COST	177,398	164,257

Category	Amount	Net Investment Income
FOREIGN TAXES	529	529
FEDERAL ESTIMATES - INCOME	12,446	0
FOREIGN TAXES ON QUALIFIED FOR	6,588	6,588
FOREIGN TAXES ON NONQUALIFIED	1,423	1,423

Description	Amount
ROUNDING	1
RECOVERY OF PRIOR YEAR GRANTS	20,348