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 07-01-2021 , and ending 06-30-2022
Name of foundation
THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
C/O PAUL P BAKER & COMPANY PLLC
Number and street (or P.O. box number if mail is not delivered to street address)2025 W LONG LAKE ROAD 100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TROY, MI48098
A Employer identification number

38-6056443
B Telephone number (see instructions)

(248) 641-0700
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$3,376,713J 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... 55,454 55,454  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 142,764
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).......      
12 Total. Add lines 1 through 11........ 55,454 198,218 0
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 2,400 960 0 1,440
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 10,233 4,093 0 6,140
b Accounting fees (attach schedule)....... Click to see attachment 9,425 3,770 0 5,655
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 19,531 19,531 0 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,589 28,354 0 13,235
25 Contributions, gifts, grants paid....... 166,300 166,300
26 Total expenses and disbursements. Add lines 24 and 25 207,889 28,354 0 179,535
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -152,435
b Net investment income (if negative, enter -0-) 169,864
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 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............. 63,138 56,241 56,241
2 Savings and temporary cash investments......... 469,630 237,692 237,692
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)      
b Investments—corporate stock (attach schedule)....... 2,363,631 Click to see attachment2,592,795 3,007,780
c Investments—corporate bonds (attach schedule)....... 75,000 Click to see attachment75,000 75,000
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,971,399 2,961,728 3,376,713
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,971,399 2,961,728
29 Total net assets or fund balances (see instructions)..... 2,971,399 2,961,728
30 Total liabilities and net assets/fund balances (see instructions). 2,971,399 2,961,728
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
2,971,399
2
Enter amount from Part I, line 27a .....................
2
-152,435
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
142,764
4
Add lines 1, 2, and 3 ..........................
4
2,961,728
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,961,728
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 ARAMARK.COM P 2020-03-19 2021-12-10
b BAKER HUGHES COMPANY CL A P 2020-10-16 2022-03-10
c CAMDEN PROPERTY TRUST P 2020-04-03 2021-07-23
d CARLISLE COS INC P 2020-06-25 2021-07-21
e CERNER CORP CROSS TRADE P 2019-01-02 2022-01-06
CERNER CORP CROSS TRADE P 2019-01-02 2022-02-08
CERNER CORP CROSS TRADE P 2021-02-19 2022-02-08
CERNER CORP CROSS TRADE P 2021-10-13 2022-02-10
CITRIX SYSTEMS INC P 2020-11-27 2022-02-16
CITRIX SYSTEMS INC P 2021-09-13 2022-02-16
EBAY INC P 2018-10-05 2021-09-03
FIFTH THIRD BANCORP AVG PRICE TRADE P 2018-10-05 2021-09-27
FMC CORPORATION P 2021-03-16 2022-04-14
GENERAL DYNAMICS CORPORATION P 2020-12-28 2022-01-28
INGREDION INC P 2020-12-11 2022-04-22
LOWES CORPORATION P 2020-03-03 2022-04-11
LUMENTUM HLDGS INC P 2020-09-25 2021-08-05
LUMENTUM HLDGS INC P 2021-03-29 2021-08-05
SEI INVTS CO COM CROSS TRADE P 2020-12-29 2022-06-08
UNIVERSAL HEALTH SVCS INC P 2020-03-11 2021-10-01
VISTRA ENERGY CORP P 2019-03-04 2022-06-07
VISTRA ENERGY CORP P 2018-10-05 2022-06-07
ZIMVIE INC P 2020-03-20 2022-06-28
ZIMVIE INC P 2021-01-22 2022-06-28
ADAPTHEALTH CORPORATION P 2022-04-07 2022-06-21
AIR LEASE P 2018-10-15 2021-11-15
ASGN INC P 2019-05-28 2021-09-17
ASGN INC P 2020-03-03 2021-11-24
ASGN INC P 2020-03-25 2022-03-17
BLOOMIN BRANDS INC P 2020-03-19 2022-02-03
BLOOMIN BRANDS INC P 2020-03-19 2022-02-07
BLOOMIN BRANDS INC P 2020-03-19 2022-04-04
BLOOMIN BRANDS INC P 2020-03-19 2022-04-18
CHANGE HEALTHCARE INC P 2021-08-06 2022-03-04
EMCOR GROUP INC P 2020-03-03 2021-11-23
EMCOR GROUP INC P 2020-03-03 2022-04-28
FIRST AMERICAN FINANCIAL CORPORATION P 2020-03-13 2021-09-21
FIRST AMERICAN FINANCIAL CORPORATION P 2020-03-13 2021-10-13
FIRST AMERICAN FINANCIAL CORPORATION P 2020-03-13 2021-11-17
GENTEX CORPORATION P 2021-06-10 2022-01-27
GMS INC P 2018-12-06 2021-09-09
GMS INC P 2020-03-17 2021-11-15
GRAND CANYON ED INC P 2019-02-22 2022-01-27
INSPERITY INC P 2019-08-01 2021-10-13
LANTHEUS HOLDINGS INC P 2021-02-03 2022-03-08
LANTHEUS HOLDINGS INC P 2021-03-08 2022-03-21
LANTHEUS HOLDINGS INC P 2021-02-03 2022-04-04
LIFE STORAGE INC P 2019-05-21 2021-08-12
LPL FINANCIAL HOLDINGS INC P 2020-05-11 2021-09-28
LPL FINANCIAL HOLDINGS INC P 2020-10-09 2021-10-21
LPL FINANCIAL HOLDINGS INC P 2020-05-11 2021-12-27
LPL FINANCIAL HOLDINGS INC P 2020-05-11 2022-04-12
PREMIER INC CL A P 2018-10-15 2022-01-27
PREMIER INC CL A P 2018-10-15 2022-06-27
RAYONIER INC P 2020-07-23 2021-12-02
RYMAN HOSPITALITY PPTYS INC P 2018-10-15 2022-01-05
RYMAN HOSPITALITY PPTYS INC P 2018-10-15 2022-01-26
RYMAN HOSPITALITY PPTYS INC P 2018-10-15 2022-03-04
RYMAN HOSPITALITY PPTYS INC P 2018-10-15 2022-03-31
SOUTHWEST GAS HOLDINGS P 2020-06-23 2021-08-06
SOUTHWEST GAS HOLDINGS P 2020-06-23 2021-10-12
SWITCH INC P 2021-08-30 2022-04-29
SWITCH INC P 2021-08-30 2022-05-13
SYNEOS HEALTH INC P 2021-03-01 2021-08-09
SYNEOS HEALTH INC P 2021-03-01 2021-09-16
SYNEOS HEALTH INC P 2021-03-01 2021-11-15
SYNEOS HEALTH INC P 2020-12-04 2021-11-23
TRINET GROUP INC P 2019-01-02 2021-11-17
WHITE MOUNTAINS INSURANCE GROUP P 2018-10-15 2022-05-23
WHITE MOUNTAINS INSURANCE GROUP P 2018-10-15 2022-06-21
WINTRUST FINANCIAL CORPORATION P 2020-01-22 2022-02-02
(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 21,017   9,902 11,115
b 14,626   5,473 9,153
c 8,810   4,608 4,202
d 11,513   7,283 4,230
e 19,030   10,714 8,316
4,584   2,613 1,971
10,543   8,418 2,125
15,187   11,846 3,341
29,580   32,971 -3,391
7,140   7,500 -360
8,026   3,440 4,586
23,189   16,071 7,118
22,771   18,053 4,718
12,511   8,855 3,656
31,796   31,408 388
28,112   22,365 5,747
19,194   17,718 1,476
9,801   10,134 -333
32,573   30,837 1,736
26,460   22,644 3,816
7,025   6,890 135
16,390   15,900 490
328   324 4
239   366 -127
1,530   1,443 87
3,416   3,000 416
5,583   2,731 2,852
5,080   2,098 2,982
6,573   2,158 4,415
3,024   1,379 1,645
1,859   493 1,366
2,003   493 1,510
5,411   1,371 4,040
1,507   1,459 48
7,669   4,461 3,208
3,376   2,231 1,145
3,374   2,940 434
2,829   2,352 477
3,039   2,203 836
1,913   2,055 -142
6,685   2,191 4,494
2,981   787 2,194
3,431   4,165 -734
2,367   2,142 225
5,593   1,868 3,725
4,949   1,661 3,288
2,268   709 1,559
9,029   4,560 4,469
4,734   1,968 2,766
1,725   798 927
6,365   2,766 3,599
3,835   1,312 2,523
3,791   4,527 -736
4,336   5,432 -1,096
9,455   6,961 2,494
933   790 143
2,650   2,368 282
2,641   2,368 273
2,898   2,368 530
3,586   3,408 178
6,711   6,815 -104
5,447   4,370 1,077
16,193   11,520 4,673
5,274   4,531 743
2,852   2,261 591
3,041   1,972 1,069
2,039   1,219 820
2,182   825 1,357
2,340   1,831 509
2,475   1,831 644
2,910   2,059 851
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       11,115
b       9,153
c       4,202
d       4,230
e       8,316
      1,971
      2,125
      3,341
      -3,391
      -360
      4,586
      7,118
      4,718
      3,656
      388
      5,747
      1,476
      -333
      1,736
      3,816
      135
      490
      4
      -127
      87
      416
      2,852
      2,982
      4,415
      1,645
      1,366
      1,510
      4,040
      48
      3,208
      1,145
      434
      477
      836
      -142
      4,494
      2,194
      -734
      225
      3,725
      3,288
      1,559
      4,469
      2,766
      927
      3,599
      2,523
      -736
      -1,096
      2,494
      143
      282
      273
      530
      178
      -104
      1,077
      4,673
      743
      591
      1,069
      820
      1,357
      509
      644
      851
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 2 142,764
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 15,215
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 2,361
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 2,361
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 12,174
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 12,174
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 9,813
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet9,813 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMI
    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
     
    No
    Website addressbulletN/A
    14
    The books are in care ofbulletPAUL P BAKER COMPANY PLLC Telephone no.bullet (248) 641-0700

    Located atbullet2025 W LONG LAKE ROAD - SUITE 100TROYMI ZIP+4bullet48098
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JAMES L BAKER TREASURER
    0.00     		0 0 0
    2025 W LONG LAKE ROAD - 100
    TROY,MI48098
    JOSEPH LEVIN TRUSTEE
    20.00     		1,200 0 0
    2806 CAMBRIDGE
    DETROIT,MI48221
    HELENE N WHITE PRESIDENT
    0.00     		0 0 0
    1905 BALMORAL
    DETROIT,MI48203
    BENJAMIN WHITE LEVIN TRUSTEE
    20.00     		1,200 0 0
    1905 BALMORAL
    DETROIT,MI48203
    RUSSELL R WISE SECRETARY
    0.00     		0 0 0
    ONE TOWNE SQUARE - SUITE 1835
    SOUTHFIELD,MI48076
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,369,664
    b
    Average of monthly cash balances.......................
    1b
    469,165
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,838,829
    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
    3,838,829
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    57,582
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,781,247
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    189,062
    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
    189,062
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,361
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,361
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    186,701
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    186,701
    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
    186,701
    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 7 186,701
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 148,122
    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......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 179,535
    a Applied to 2020, but not more than line 2a 148,122
    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..... 31,413
    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 ..........     		155,288
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    AFFIRMATIONS
    290 WEST NINE MILE ROAD
    FERNDALE,MI48220     		    GENERAL FUND 1,500
    ALTERNATIVES FOR GIRLS
    903 WEST GRAND BOULEVARD
    DETROIT,MI482082365     		    GENERAL FUND 3,000
    AMERICAN COMMITTEE FOR WEIZMANN INSTITUTE OF SCIENCE
    633 THIRD AVENUE
    NEW YORK,NY10017     		    GENERAL FUND 2,500
    AMERICAN FRIENDS OF HEBREW UNIVERSITY
    20 N UPPER WACKER DRIVE - 2020
    CHICAGO,IL60606     		    GENERAL FUND 5,000
    ANTI-DEFAMATION LEAGUE
    PO BOX 252166
    WEST BLOOMFIELD,MI483242166     		    GENERAL FUND 2,000
    BAR ILAN UNIVERSITY
    8170 MCCORMICK BLVD - SUITE 120
    SKOKIE,IL60076     		    GENERAL FUND 8,500
    BRILLIANT DETROIT
    5675 LARKINS STREET
    DETROIT,MI48210     		    GENERAL FUND 1,500
    CAPUCHIN COMMUNITY CENTER
    1760 MT ELLIOT
    DETROIT,MI48207     		    GENERAL FUND 2,500
    CHABAD GREATER DETROIT
    278 MACK
    DETROIT,MI48201     		    GENERAL FUND 1,000
    COALITION ON TEMPORARY SHELTER
    2211 EAST JEFFERSON AVENUE
    DETROIT,MI48207     		    GENERAL FUND 4,000
    CONGREGATION B'NAI TESHUVA
    23610 GARDNER
    OAK PARK,MI48237     		    GENERAL FUND 1,500
    DETROIT INSTITUTE OF ARTS
    5200 WOODWARD AVENUE
    DETROIT,MI48202     		    GENERAL FUND 3,000
    DETROIT POLICE ATHLETIC LEAGUE
    1680 MICHIGAN AVENUE
    DETROIT,MI48216     		    GENERAL FUND 1,500
    DETROIT SYMPHONY ORCHESTRA
    3711 WOODWARD AVENUE
    DETROIT,MI48201     		    GENERAL FUND 5,500
    DETROIT ZOOLOGICAL SOCIETY
    8450 WEST TEN MILE ROAD
    ROYAL OAK,MI48067     		    GENERAL FUND 3,000
    FARBER HEBREW DAY SCHOOL
    21100 W 12 MILE ROAD
    SOUTHFIELD,MI48076     		    GENERAL FUND 4,500
    FOCUS HOPE
    1400 OAKMAN BOULEVARD
    DETROIT,MI48238     		    GENERAL FUND 3,500
    FRANKEL JEWISH ACADEMY
    27777 FRANKLIN ROAD - SUITE 2500
    SOUTHFIELD,MI48034     		    GENERAL FUND 3,000
    FRESH AIR SOCIETY
    6735 TELEGRAPH ROAD - SUITE 380
    BLOOMFIELD HILLS,MI48301     		    GENERAL FUND 7,000
    FRIENDS OF THE DETROIT PUBLIC LIBRARY
    5201 WOODWARD AVENUE
    DETROIT,MI48202     		    GENERAL FUND 2,000
    FRIENDSHIP CIRCLE OF MICHIGAN
    6892 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		    GENERAL FUND 1,500
    GRACE CENTERS OF HOPE
    35 EAST HURON
    PONTIAC,MI48342     		    GENERAL FUND 2,000
    HEBREW FREE LOAN ASSOCIATION
    6735 TELEGRAPH ROAD - SUITE 300
    SOUTHFIELD,MI48301     		    GENERAL FUND 3,000
    HIGHER HOPES
    8898 COMMERCE PARK - 5C
    COMMERCE TOWNSHIP,MI48382     		    GENERAL FUND 1,500
    HILLEL DAY SCHOOL
    32200 MIDDLEBELT ROAD
    FARMINGTON HILLS,MI48334     		    GENERAL FUND 4,500
    HOLOCAUST MEMORIAL CENTER
    28123 ORCHARD LAKE ROAD
    FARMINGTON HILLS,MI483343738     		    GENERAL FUND 4,000
    HOSPICE OF SOUTHEASTERN MICHIGAN
    2366 OAK VALLEY DRIVE
    ANN ARBOR,MI48103     		    GENERAL FUND 2,000
    INSIDEOUT LITERARY ARTS COLLECTIVE
    5201 CASS AVE - PRENTIS HALL 3RD
    FLOOR
    DETROIT,MI48202     		    GENERAL FUND 1,000
    ISAAC AGREE DOWNTOWN SYNAGOGUE
    1457 GRISWOLD STREET
    DETROIT,MI48226     		    GENERAL FUND 5,000
    JARC
    30301 NORTHWESTERN HWY - SUITE 100
    FARMINGTON HILLS,MI48334     		    GENERAL FUND 2,500
    JEWISH ENSEMBLE THEATRE
    6600 WEST MAPLE ROAD
    WEST BLOOMFIELD,MI48322     		    GENERAL FUND 1,000
    JEWISH FEDERATION OF METRO DETROIT
    6735 TELEGRAPH ROAD
    BLOOMFIELD HILLS,MI48303     		    GENERAL FUND 20,000
    JEWISH RESOURCE CENTER
    1335 HILL STREET
    ANN ARBOR,MI48104     		    GENERAL FUND 2,000
    KARMANOS CANCER INSTITUTE
    4100 JOHN R
    DETROIT,MI48201     		    GENERAL FUND 1,500
    MAKE A WISH FOUNDATION
    7600 GRAND RIVER AVENUE - SUITE 175
    BRIGHTON,MI48114     		    GENERAL FUND 3,000
    METRO DETROIT HILLEL FOUNDATION
    5221 GULLEN MALL
    DETROIT,MI48202     		    GENERAL FUND 3,500
    MICHIGAN OPERA THEATRE
    1526 BROADWAY
    DETROIT,MI48226     		    GENERAL FUND 2,000
    NEW DAY FOUNDATION
    245 BARCLAY CIRCLE
    ROCHESTER HILLS,MI48307     		    GENERAL FUND 1,000
    OLD NEWSBOYS GOOD FELLOWS
    PO BOX 44444
    DETROIT,MI48244     		    GENERAL FUND 2,500
    ORCHARD CHILDRENS SERVICES
    30215 SOUTHFIELD ROAD
    SOUTHFIELD,MI48076     		    GENERAL FUND 3,000
    PLAYWORKS FOR EVERY KID
    2990 W GRAND BLVD - SUITE 231
    DETROIT,MI48202     		    GENERAL FUND 1,500
    RUTH ELLIS CENTER
    77 VICTOR
    HIGHLAND PARK,MI48203     		    GENERAL FUND 2,500
    SOUTHWEST SOLUTIONS
    5716 MICHIGAN AVENUE
    DETROIT,MI48210     		    GENERAL FUND 1,500
    SPECIAL OLYMPICS
    6624 TIMBER RIDGE DRIVE
    BLOOMFIELD,MI48301     		    GENERAL FUND 2,000
    U OF M HILLEL FOUNDATION
    1429 HILL STREET
    ANN ARBOR,MI48104     		    GENERAL FUND 2,300
    UNITED NEGRO COLLEGE FUND
    3031 WEST GRAND BOULEVARD - SUITE
    606
    DETROIT,MI48202     		    GENERAL FUND 2,000
    UNITED WAY OF SOUTHEASTERN MICHIGAN
    3011 WEST GRAND BOULEVARD - SUITE
    500
    DETROIT,MI48202     		    GENERAL FUND 4,500
    VARIETY CLUB OF DETROIT
    600 S ADAMS - SUITE 230
    BIRMINGHAM,MI48009     		    GENERAL FUND 1,000
    VISTA MARIA
    20651 WEST WARREN AVENUE
    DEARBORN HEIGHTS,MI481272698     		    GENERAL FUND 2,000
    WRCJDETROIT PUBLIC TELEVISION
    1 CLOVER COURT
    WIXOM,MI48393     		    GENERAL FUND 1,500
    WTVSCHANNEL 56
    1 CLOVER COURT
    WIXOM,MI48393     		    GENERAL FUND 1,500
    YAD EZRA
    2850 WEST ELEVEN MILE ROAD
    BERKLEY,MI48072     		    GENERAL FUND 3,500
    YESHIVA BETH YEHUDA
    15751 WEST LINCOLN DRIVE
    SOUTHFIELD,MI48037     		    GENERAL FUND 3,000
    YWCA CAMP CAVELL
    3335 LAKESHORE
    LEXINGTON,MI48450     		    GENERAL FUND 2,500
    BUILDING BEDS 4 KIDS
    14241 WEST ELEVEN MILE ROAD
    OAK PARK,MI48237     		    GENERAL FUND 1,000
    STARFISH FAMILY SERVICES
    12100 BEECH DALY ROAD
    REDFORD,MI48239     		    GENERAL FUND 1,500
    Total .................................bullet 3a 166,300
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		         
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 0 55,454
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    55,454
    (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.)
    4 THE FOUNDATION DOES NOT CONDUCT ANY DIRECT CHARITABLE ACTIVITIES NOR DOES IT HAVE ANY PROGRAM RELATED INVESTMENTS. THE INVESTMENT INCOME IS USED TO MAKE QUALIFIED CONTRIBUTIONS FOR EDUCATIONAL, RELIGIOUS, MEDICAL AND OTHER CHARITABLE PURPOSES.
    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:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PAUL P. BAKER & COMPANY PLLC 9,425 3,770 0 5,655

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Name of Bond End of Year Book Value End of Year Fair Market Value
    STATE OF ISRAEL 75,000 75,000

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES CORE S&P 500 709,500 945,979
    ACI WORLDWIDE INC 26,519 25,113
    ADAPTHEALTH CORPORATION 11,058 13,891
    AEROJET ROCKETDYNE HLDGS INC 19,562 21,518
    AIR LEASE 25,744 23,067
    ALEXANDER & BALDWIN INC 24,344 24,592
    AMERCO.COM 17,449 23,912
    ASSURED GUARANTY LTD 12,246 12,832
    CARTERS INC CO 12,267 9,867
    CHANGE HEALTHCARE INC 9,486 19,370
    ELEMENT SOLUTIONS INC 15,340 13,528
    EMCOR GROUP INC 9,839 12,355
    ENCOMPASS HEALTH CORPORATION 23,939 19,057
    EVO PMTS INC 18,465 17,640
    FIRST AMERICAN FINANCIAL CORPORATION 7,834 8,996
    FIRST CITIZENS BANCSHARES INC 17,235 22,882
    FIRST HAWAIAN INC 19,519 20,439
    FIRST SOURCE CORPORATION 8,492 7,264
    FRONTDOOR INC 27,338 17,578
    GENTEX CORPORATION 5,096 6,433
    GMS INC.COM 7,578 12,905
    GRAND CANYON ED INC 26,088 27,315
    HILLMAN SOLUTIONS CORPORATION 20,302 15,638
    INSPERITY INC.COM 18,809 30,947
    INTERNATIONAL BANCSHARES CORPORATION 13,126 12,425
    LANTHEUS HOLDINGS INC 4,496 15,187
    LPL FINL HLDGS INC 3,936 11,069
    MARCUS & MILLICHAP INC 22,414 26,263
    MAXAR TECHNOLOGIES INC 34,931 32,090
    MAXIMUS INC.COM 11,142 10,002
    PAR TECHNOLOGY CORPORATION 17,433 12,372
    PREMIER INC CL A 16,420 16,413
    RYMAN HOSPITALITY PPTYS INC.COM 13,017 17,487
    SOTERA HEALTH CO 19,095 15,084
    SYNEOS HEALTH INC 11,945 13,619
    THOR INDUSTRIES INC 11,654 12,704
    TRINET GROUP INC 15,379 17,853
    WHITE MOUNTAINS INSURANCE GROUP 14,652 19,938
    WINTRUST FINANCIAL CORPORATION 16,519 21,641
    AEROJET ROCKETDYNE HLDGS INC 31,876 34,510
    AFFILIATED MANAGERS GROUP INC 29,235 25,069
    ALLISON TRANSMISSION HLDGS INC 45,829 41,334
    AMERCO.COM 26,396 35,867
    AMERICAN CAMPUS CMNTYS INC 26,675 50,931
    AMERICAN FINANCIAL GROUP 13,359 30,538
    AMERICOLD RLTY TR 41,481 35,447
    AVISTA CORPORATION 31,546 34,373
    BAKER HUGHES COMPANY CL A 27,525 46,481
    BJS WHOLESALE HOLDINGS INC 35,653 49,232
    BOK FINANCIAL CORPORATION 37,654 34,389
    CAMDEN PROPERTY TRUST 20,997 27,568
    CARLISLE COS INC 11,961 26,247
    CITIZENS FINANCIAL GROUP INC 31,186 28,909
    COGNIZANT TECH SOLUTIONS CORPORATION 37,075 35,432
    CURTISS-WRIGHT CORPORATION 29,044 33,675
    DENTSPLY SIRONA INC 37,381 27,512
    EAGLE MATLS INC 32,132 29,684
    EBAY INC 22,916 21,252
    ENCOMPASS HEALTH CORPORATION 43,539 38,675
    FIDELITY NATIONAL FINANCIAL FNF GROUP 19,082 23,654
    FMC CORPORATION 29,558 30,498
    GENERAL DYNAMICS CORPORATION 13,085 21,019
    GLOBAL PAYMENTS INC 46,637 34,298
    INTERPUBLIC GROUP COS INC 24,156 30,834
    LESLIES INC 38,495 32,789
    LKQ CORPORATION.COM 27,680 51,299
    LOWES CORPORATION 16,210 20,445
    NATIONAL INSTRUMENTS CORPORATION 37,899 30,293
    NORTHERN TRUST CORPORATION 33,770 30,874
    PROGRESSIVE CORP OHIO 24,883 36,625
    SEALED AIR CORPORATION 21,757 28,860
    SENSATA TECHNOLOGIES HOLDING PLC 29,441 27,678
    SIGNATURE BANK NEW YORK NY.COM 22,992 30,466
    SNAP ON INC 22,168 24,629
    SS&C TECHNOLOGIES HLDGS INC 24,494 25,841
    STANLEY BLACK & DECKER INC 40,074 21,496
    UGI CORPORATION 29,260 24,710
    VENTAS INC. EXEC ON MULT EXCHANGE 27,181 38,830
    VISTRA ENERGY CORPORATION 34,811 39,302
    WEYERHAEUSER CO.COM 28,984 30,470
    WHITE MOUNTAINS INSURANCE GROUP 32,923 44,861
    ZIMMER BIOMET HOLDINGS INC 33,587 33,619

    TY 2021 LegalFeesSchedule
    Name:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    RICHARD A. POLK PC 4,500 1,800 0 2,700
    WISE & WISE PLC 5,733 2,293 0 3,440


    TY 2021 OtherExpensesSchedule
    Name:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BROKER FEES 19,466 19,466 0 0
    BANK SERVICE CHARGES 65 65 0 0


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SIGMUND AND SOPHIE ROHLIK FOUNDATION
     
    C/O PAUL P BAKER & COMPANY PLLC
    EIN:
    38-6056443
    Description Amount
    CAPITAL GAINS 142,764