Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
JOHN W ANDERSON FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1351 SILHAVY ROAD SUITE 200
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
VALPARAISO, IN46383
A Employer identification number

35-6070695
B Telephone number (see instructions)

(219) 462-4611
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$342,409,938J 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 1,791,217 1,791,217  
4 Dividends and interest from securities... 2,291,051 2,291,051  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 30,312,988
b Gross sales price for all assets on line 6a 58,280,023
7 Capital gain net income (from Part IV, line 2)... 30,312,988
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........ 34,395,256 34,395,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 609,808 118,378   491,430
14 Other employee salaries and wages...... 63,216 0   63,216
15 Pension plans, employee benefits....... 50,296 0   52,599
16a Legal fees (attach schedule)......... Click to see attachment 12,129 0   3,231
b Accounting fees (attach schedule)....... Click to see attachment 42,200 0   32,850
c Other professional fees (attach schedule).... Click to see attachment 1,145,446 1,145,446   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 591,494 132,897   0
19 Depreciation (attach schedule) and depletion... 46,563 0  
20 Occupancy.............. 67,858 0   67,858
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 69,646 5,956   63,775
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,698,656 1,402,677   774,959
25 Contributions, gifts, grants paid....... 11,333,800 12,333,800
26 Total expenses and disbursements. Add lines 24 and 25 14,032,456 1,402,677   13,108,759
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 20,362,800
b Net investment income (if negative, enter -0-) 32,992,579
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 3,007,452 3,595,008 3,595,008
2 Savings and temporary cash investments......... 915,412 2,210,039 2,210,039
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.......... 7,516 7,601 7,601
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 196,267,986 Click to see attachment214,969,033 214,969,033
c Investments—corporate bonds (attach schedule)....... 67,252,923 Click to see attachment73,268,696 73,268,696
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 45,205,517 Click to see attachment47,506,793 47,506,793
14 Land, buildings, and equipment: basis bullet538,095
Less: accumulated depreciation (attach schedule) bullet97,478 487,180 Click to see attachment440,617 440,617
15 Other assets (describe bullet) Click to see attachment243,176 Click to see attachment412,151 Click to see attachment412,151
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 313,387,162 342,409,938 342,409,938
Liabilities 17 Accounts payable and accrued expenses.......... 106,786 119,147
18 Grants payable................. 1,000,000  
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)......... 1,106,786 119,147
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........... 312,280,376 342,290,791
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........    
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)..... 312,280,376 342,290,791
30 Total liabilities and net assets/fund balances (see instructions). 313,387,162 342,409,938
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
312,280,376
2
Enter amount from Part I, line 27a .....................
2
20,362,800
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
12,372,464
4
Add lines 1, 2, and 3 ..........................
4
345,015,640
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,724,849
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
342,290,791
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 FROM K-1: ARROW STREET INTERNATIONAL P    
b FROM K-1: BOYD WATERSON P    
c PUBLICLY TRADED SECURITIES P    
d
e
(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 3,722,050     3,722,050
b 21,557     21,557
c 54,536,416   27,967,035 26,569,381
d
e
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       3,722,050
b       21,557
c       26,569,381
d
e
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 30,312,988
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 458,597
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- ..... 5 458,597
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 475,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 110,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 585,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 96
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 10 126,307
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet126,307 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)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletBRUCE W WARGO Telephone no.bullet (219) 462-4611

    Located atbullet1351 SILHAVY ROAD SUITE 200VALPARAISOIN ZIP+4bullet46383
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    WILLIAM N VINOVICH VICE CHAIRMAN AND TRUSTEE
    20.00     		153,237 0 0
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    BRUCE W WARGO CHAIRMAN AND TRUSTEE
    20.00     		151,568 0 0
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    CHARLES W CONOVER TRUSTEE
    20.00     		95,043 0 0
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    CLYDE D COMPTON SECRETARY, TRUSTEE
    20.00     		128,135 0 0
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    JOHN J DIEDERICH TRUSTEE
    20.00     		81,825 0 0
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    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
    SANDS CAPITAL MANAGEMENT LLC INVESTMENT COUNSELOR 231,527
    1000 WILSON BLVD SUITE 3000
    ARLINGTON,VA22209
    BARROW HANLEY MEWHINNEY & STRAUSS INVESTMENT COUNSELOR 191,043
    2200 ROSS AVE 31ST FLOOR
    DALLAS,TX75201
    CHAMPLAIN INVESTMENT PARTNERS INVESTMENT COUNSELOR 146,317
    180 BATTERY ST 4TH FLOOR
    BURLINGTON,VT05401
    NORTHERN TRUST COMPANY CUSTODIAL BANK 125,113
    50 S LASALLE ST
    CHICAGO,IL60675
    SEGAL MARCO ADVISORS INVESTMENT COUNSELOR 95,721
    101 N WACKER DRIVE SUITE 500
    CHICAGO,IL60606
    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
    328,400,196
    b
    Average of monthly cash balances.......................
    1b
    2,907,811
    c
    Fair market value of all other assets (see instructions)................
    1c
    440,617
    d
    Total (add lines 1a, b, and c).........................
    1d
    331,748,624
    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
    331,748,624
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    4,976,229
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    326,772,395
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    16,338,620
    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
    16,338,620
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    458,597
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    458,597
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    15,880,023
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    15,880,023
    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
    15,880,023
    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 15,880,023
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 12,749,130
    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$ 13,108,759
    a Applied to 2020, but not more than line 2a 12,749,130
    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..... 359,629
    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 ..........     		15,520,394
    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 e-mail address of the person to whom applications should be addressed:
    THE BOARD OF TRUSTEES CO WILLIAM N
    1351 SILHAVY ROAD SUITE 200
    VALPARAISO,IN46383
    (219) 462-4611
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS FOR GRANTS SHOULD INCLUDE BUT NOT NECESSARILY BE LIMITED TO THE FOLLLOWING INFORMATION: 1. PURPOSE OR ORGANIZATION AND PROPOSED USE OF GRANT 2. LIST OF OFFICERS OF THE ORGANIZATION 3. MOST RECENT FINANCIAL STATEMENTS, IRS FORM 990, AND BUDGET 4. COPY OF INTERNAL REVENUE SERVICE LETTER APPROVING TAX-EXEMPT STATUS UNDER SECTION 501(C)(3) 5. CERTIFICATION OF 509(A)(1) OR 509(A)(2) STATUS
    cAny submission deadlines:
    THERE ARE NO SUBMISSION DEADLINES. EACH APPLICATION IS REVIEWED ON A TIMELY BASIS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS ARE RESTRICTED TO TAX-EXEMPT, NONPROFIT ORGANIZATIONS WHICH ARE NOT CLASSIFIED AS PRIVATE FOUNDATIONS UNDER SECTION 509(A). THEY ARE ALSO LIMITED PRIMARILY TO ORANIZATIONS SERVING LAKE AND PORTER COUNTIES OF NORTHWEST INDIANA.
    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
    AFRICAN AMERICAN ACHIEVERS YOUTH CORPS INC
    PO BOX 64622
    GARY,IN46401     		N/A PC CAPITAL 5,000
    ALPHA CHI CHAPTER OF KAPPA ALPHA THETA EDUCATIONAL FOUNDATION INC
    POBOX 3754
    WEST LAFAYETTE,IN47996     		N/A PC SCHOLARSHIP/CAPITAL 10,000
    ALS FOUNDATION (LES TURNER)
    5550 W TOUHY AVE STE 302
    SKOKIE,IL60077     		N/A PC OPERATING 7,500
    ALZHEIMER'S ASSOCIATION
    919 N MICHIGAN
    CHICAGO,IL60611     		N/A PC OPERATING 7,500
    AMERICAN CANCER SOCIETY NORTH CENTRAL REGION
    130 RED COACH DR
    MISHAWAKA,IN46545     		N/A PC OPERATING 50,000
    AMERICAN DIABETES ASSOC INDIANA AREA
    8604 ALLISONVILLE RD
    INDIANAPOLIS,IN46250     		N/A PC OPERATING 10,000
    AMERICAN HEART ASSOCIATION MIDWEST AFFILIATE
    PO BOX 611
    HEBRON,IN46341     		N/A PC OPERATING 20,000
    AMERICAN LUNG ASSOCIATION IN INDIANA
    55 W WACKER STE 1150
    CHICAGO,IL60601     		N/A PC OPERATING 5,000
    AMERICAN RED CROSS OF NORTHWEST INDIANA
    791 E 83RD AVE
    MERRILLVILLE,IN46410     		N/A PC OPERATING 65,000
    ANDREAN HIGH SCHOOL
    5959 BROADWAY
    MERRILLVILLE,IN46410     		N/A GOV OPERATING 10,000
    ANSWER FOR PREGNANCY AID
    PO BOX 157
    HOBART,IN46342     		N/A PC OPERATING 5,000
    ARC INDIANA
    143 W MARKET ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING 10,000
    ART BARN SCHOOL OF ART INC
    695 N 400 E
    VALPARAISO,IN46383     		N/A PC OPERATING 10,000
    ARTHRITIS FOUNDATION
    615 N ALABAMA ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING 5,000
    ARTISTIC RECOVERY
    320 S CALUMET
    CHESTERTON,IN46304     		N/A PC OPERATING 25,000
    ASSISTANCE LEAGUE OF TUCSON INC
    1307 N ALVERNON WAY
    TUCSON,AZ85712     		N/A PC OPERATING 10,000
    ASSOCIATION OF ARTISTS & CRAFTSMEN OF PORTER COUNTY INC
    115 S 4TH ST
    CHESTERTON,IN46304     		N/A PC OPERATING 10,000
    BALL STATE UNIVERSITY
    2000 W UNIVERSITY AVE
    MUNCIE,IN47306     		N/A PC CAPITAL 100,000
    BEACHFRONT DANCE SCHOOL
    427 S LAKE ST
    GARY,IN46403     		N/A PC OPERATING 10,000
    BISHOP NOLL INSTITUTE
    1519 HOFFMAN ST
    HAMMOND,IN46327     		N/A PC EQUIPMENT 10,000
    BOY SCOUTS OF AMERICA LASALLE COUNCIL
    1340 SOUTH BEND AVE
    SOUTH BEND,IN46617     		N/A PC OPERATING 30,000
    BOY SCOUTS OF AMERICA PATHWAYS TO ADVENTURE COUNCIL
    8751 CALUMET AVE
    MUNSTER,IN46321     		N/A PC OPERATING 100,000
    BOYS & GIRLS CLUB OF MICHIGAN CITY INC
    321 DETROIT ST
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 110,000
    BOYS & GIRLS CLUBS OF AMERICA
    1275 PEACHTREE ST NE
    ATLANTA,GA30309     		N/A PC OPERATING 15,000
    BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD
    PORTAGE,IN46368     		N/A PC OPERATING 3,750,000
    BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD
    PORTAGE,IN46368     		N/A PC SCHOLARSHIPS 7,500
    BROTHERS' KEEPER INC
    2120 BROADWAY
    GARY,IN46407     		N/A PC OPERATING/CAPITAL 100,000
    BULLDOG ATHLETIC BOOSTERS INC
    1500 S MAIN ST
    CROWN POINT,IN46307     		N/A PC OPERATING 10,000
    CALL A RIDE INC
    624 E SIGLAR ST
    HEBRON,IN46341     		N/A PC OPERATING 8,000
    CALUMET COLLEGE OF ST JOSEPH'S
    2400 NEW YORK AVE
    WHITING,IN46394     		N/A PC OPERATING 75,000
    CAMPAGNA ACADEMY
    7403 CLINE AVE
    SCHERERVILLE,IN46375     		N/A PC CAPITAL 113,000
    CANDID
    32 OLD SLIP
    NEW YORK,NY10005     		N/A PC OPERATING 5,000
    CARING PLACE INC
    607 BULLSEYE LAKE RD
    VALPARAISO,IN46383     		N/A PC OPERATING 70,000
    CATHOLIC CHARITIES DIOCESE OF GARY
    176 S WEST ST
    CROWN POINT,IN46307     		N/A PC OPERATING 100,000
    CENTER FOR THE HOMELESS INC
    813 S MICHIGAN ST
    SOUTH BEND,IN46601     		N/A PC OPERATING 15,000
    CEREBRAL PALSY OF NORTHWEST INDIANA INC
    22 TYLER AVE
    HOBART,IN46342     		N/A PC OPERATING 150,000
    CHALLENGER LEARNING CENTER OF NORTHWEST INDIANA
    2300 173RD ST C/O PURDUE UNIVERSITY
    NW
    HAMMOND,IN46323     		N/A PC SCHOLARSHIP/CAPITAL 15,000
    CHASING DREAMS
    PO BOX 1513
    VALPARAISO,IN46384     		N/A PC OPERATING 10,000
    CHESTERTON HIGH SCHOOL
    2125 S 11TH ST
    CHESTERTON,IN46304     		N/A GOV OPERATING 1,500
    CHICAGOLAND IMMIGRANT WELCOME NETWORK
    PO BOX 3393
    MUNSTER,IN46321     		N/A PC OPERATING 5,000
    CHILDREN'S HOSPITAL OF CHICAGO FOUNDATION
    225 E CHICAGO AVE
    CHICAGO,IL60611     		N/A PC OPERATING 50,000
    CHILDREN'S ORGAN TRANSPLANT ASSOCIATION INC
    2501 W COTA DR
    BLOOMINGTON,IN47403     		N/A PC OPERATING 20,000
    CHRIST CHILD SOCIETY
    2366 MIRACLE LN
    MISHAWAKA,IN46545     		N/A PC OPERATING 5,000
    CITY LIFE CENTER
    225 W 5TH
    GARY,IN46402     		N/A PC OPERATING 25,000
    COLLEGE MENTORS FOR KIDS
    212 W 10TH ST
    INDIANAPOLIS,IN46202     		N/A PC OPERATING 5,000
    COMMUNITY CANCER RESEARCH FOUNDATION
    901 MACARTHUR BLVD
    MUNSTER,IN46321     		N/A PC OPERATING 10,000
    COMMUNITY HELP NETWORK
    7748 DELAWARE PL
    MERRILLVILLE,IN46410     		N/A PC OPERATING 5,000
    COMMUNITY THEATER GUILD INC
    PO BOX 167
    VALPARAISO,IN46384     		N/A PC OPERATING 7,500
    CONGREGATIONS OF MERRILLVILLE
    PO BOX 10372
    MERRILLVILLE,IN46411     		N/A PC OPERATING 1,000
    CRISIS CENTER INC
    101 N MONTGOMERY ST
    GARY,IN46403     		N/A PC OPERATING 100,000
    CROSSROADS YMCA
    1450 S COURT ST
    CROWN POINT,IN46307     		N/A PC OPERATING 100,000
    CROWN POINT COMMUNITY FOUNDATION INC
    PO BOX 522
    CROWN POINT,IN46308     		N/A PC OPERATING/EQUIPMENT 25,000
    CYSTIC FIBROSIS FOUNDATION GREATER ILLINOIS CHAPTER
    150 N MICHIGAN AVE
    CHICAGO,IL60601     		N/A PC OPERATING 7,500
    DISMAS OF INDIANA
    521 S ST JOSEPH ST
    SOUTH BEND,IN46634     		N/A PC OPERATING 30,000
    DRESSED FOR SCHOOL
    PO BOX 2381
    VALPARAISO,IN46384     		N/A PC OPERATING 7,000
    DUNEBROOK
    7451 W JOHNSON RD
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 20,000
    DUNELAND FAMILY YMCA
    215 ROOSEVELT
    CHESTERTON,IN46304     		N/A PC OPERATING 50,000
    EDGEWATER SYSTEMS FOR BALANCED LIVING
    1100 W SIXTH AVE
    GARY,IN46402     		N/A PC OPERATING 5,000
    ELKA CHILD EDUCATIONAL CENTER INC
    1953 GEORGIA ST
    GARY,IN46407     		N/A PC EQUIPMENT 30,000
    EXCEPTIONAL EQUESTRIANS
    5307B 61ST AVE
    HOBART,IN46342     		N/A PC OPERATING 7,000
    FAITH COMMUNITY DEVELOPMENT CORP
    201 E 5TH AVE
    GARY,IN46402     		N/A PC OPERATING/CAPITAL 25,000
    FAMILY & YOUTH SERVICES BUREAU OF PORTER COUNTY INC
    253 W LINCOLNWAY
    VALPARAISO,IN46383     		N/A PC OPERATING 50,000
    FAMILY HOUSE INC
    610 E GLENDALE BLVD
    VALPARAISO,IN46383     		N/A PC EQUIPMENT 7,500
    FELLOWSHIP OF CHRISTIAN ATHLETES
    853 EASTPORT CENTRE DR
    VALPARAISO,IN46383     		N/A PC OPERATING 10,000
    FIRST CONTACT INC
    2702 E GLENDALE BLVD
    VALPARAISO,IN46383     		N/A PC OPERATING 7,500
    FIRST PRESBYTERIAN CHURCH
    218 S COURT ST
    CROWN POINT,IN46307     		N/A PC OPERATING 20,000
    FIRST TEE INDIANA
    2355 CLIFFORD RD
    VALPARAISO,IN46385     		N/A PC OPERATING 7,500
    FIRST UNITED METHODIST CHURCH OF CROWN POINT
    352 S MAIN ST
    CROWN POINT,IN46307     		N/A PC EQUIPMENT 10,000
    FOOD BANK OF NORTHWEST INDIANA
    6490 BROADWAY
    MERRILLVILLE,IN46410     		N/A PC OPERATING 35,000
    FOOD BANK OF NORTHWEST INDIANA
    6490 BROADWAY
    MERRILLVILLE,IN46410     		N/A PC CAPITAL 300,000
    FOREST RIDGE ACADEMY INC
    7300 FOREST RIDGE DR
    SCHERERVILLE,IN46375     		N/A PC EQUIPMENT 9,000
    FRANCISCAN HEALTH - HAMMOND
    5454 HOHMAN AVE
    HAMMOND,IN46320     		N/A PC OPERATING 15,000
    FRANCISCAN HEALTH FOUNDATION - CROWN POINT
    2050 N MAIN ST
    CROWN POINT,IN46307     		N/A PC OPERATING 30,000
    GARY BATHING BEACH AQUATORIUM SOCIETY
    607 S LAKE ST
    GARY,IN46403     		N/A PC OPERATING 7,500
    GARY HISTORICAL & CULTURAL SOCIETY
    PO BOX 64603
    GARY,IN46401     		N/A PC OPERATING 3,000
    GARY LITERACY COALITION
    650 GRANT ST
    GARY,IN46404     		N/A PC OPERATING 7,500
    GIBAULT INC
    6401 S US HWY 41
    TERRE HAUTE,IN47802     		N/A PC OPERATING 3,000
    GIRL SCOUTS OF GREATER CHICAGO AND NORTHWEST INDIANA
    8699 BROADWAY
    MERRILLVILLE,IN46410     		N/A PC OPERATING 85,000
    GIRL SCOUTS OF NORTHERN INDIANA-MICHIANA
    3620 DEAHL CT
    SOUTH BEND,IN46628     		N/A PC OPERATING 10,000
    GIRLS ON THE RUN OF NORTHWEST INDIANA
    821 W 45TH ST
    GRIFFITH,IN46319     		N/A PC OPERATING 10,000
    GLENWOOD ACADEMY
    18700 S HALSTED ST
    GLENWOOD,IL60425     		N/A PC SCHOLARSHIP 15,000
    GOODWILL INDUSTRIES OF MICHIANA INC
    1805 WESTERN AVE
    SOUTH BEND,IN46619     		N/A PC OPERATING 5,000
    GRACE BEYOND BORDERS
    1207 E CHICAGO AVE
    EAST CHICAGO,IN46312     		N/A PC OPERATING/CAPITAL 30,000
    GRAND TOTS INC
    13209 SCHNEIDER ST
    CEDAR LAKE,IN46303     		N/A PC OPERATING 20,000
    HABITAT FOR HUMANITY OF NORTHWEST INDIANA
    6114 W RIDGE RD
    GARY,IN46408     		N/A PC EQUIPMENT 25,000
    HABITAT FOR HUMANITY OF PORTER COUNTY
    360 INDIANA AVE
    VALPARAISO,IN46383     		N/A PC CAPITAL 30,000
    HAROLD HAL KELLEY RESPITE FOUNDATION INC
    1408 E CHICAGO ST
    VALPARAISO,IN46383     		N/A PC OPERATING 30,000
    HEALTHLINC
    951 TRANSPORT DR
    VALPARAISO,IN46383     		N/A PC OPERATING 10,000
    HEALTHY COMMUNITIES OF LAPORTE COUNTY
    422 FRANKLIN ST
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 3,000
    HEBRON UNITED METHODIST CHURCH
    PO BOX 96
    HEBRON,IN46341     		N/A PC EQUIPMENT 20,000
    HILLTOP NEIGHBORHOOD HOUSE INC
    460 S COLLEGE AVE
    VALPARAISO,IN46383     		N/A PC SCHOLARSHIP 40,000
    HISTORICAL SOCIETY OF OGDEN DUNES
    115 HILLCREST RD
    OGDEN DUNES,IN46368     		N/A PC OPERATING 5,000
    HOBART FAMILY YMCA INC
    601 W 40TH PL
    HOBART,IN46342     		N/A PC OPERATING 50,000
    HOOSIERS FEEDING THE HUNGRY
    0505 CR 32
    CORUNNA,IN46730     		N/A PC OPERATING 5,000
    HORACE MANN-AMBRIDGE NEIGHBORHOOD IMPROVEMENT ORGANIZATION INC
    PO BOX 64273
    GARY,IN46401     		N/A PC OPERATING 40,000
    HOSPICE OF THE CALUMET AREA INC
    600 SUPERIOR AVE
    MUNSTER,IN46321     		N/A PC OPERATING 30,000
    HOUSING OPPORTUNITIES
    2001 CALUMET AVE
    VALPARAISO,IN46383     		N/A PC OPERATING 15,000
    HUMANE INDIANA
    8149 KENNEDY AVE
    HIGHLAND,IN46322     		N/A PC CAPITAL 5,000
    HUMANE SOCIETY OF HOBART INC
    PO BOX 108
    HOBART,IN46342     		N/A PC OPERATING 5,000
    HUMANE SOCIETY OF NORTHWEST INDIANA INC
    PO BOX 2697
    GARY,IN46403     		N/A PC OPERATING 6,000
    ILLINOIS SPINA BIFIDA ASSOCIATION
    8765 W HIGGINS
    CHICAGO,IL60631     		N/A PC OPERATING 5,000
    IMMANUEL LUTHERAN CHURCH
    1700 MONTICELLO PARK DR
    VALPARAISO,IN46383     		N/A PC OPERATING 25,000
    INDEPENDENT CAT SOCIETY INC
    PO BOX 735
    WESTVILLE,IN46391     		N/A PC OPERATING 3,000
    INDEPENDENT COLLEGES OF INDIANA INC
    30 S MERIDIAN ST
    INDIANAPOLIS,IN46204     		N/A SO I SCHOLARSHIP 125,000
    INDIANA ASSOCIATION OF SCHOOL PRINCIPALS
    11025 E 25TH ST
    INDIANAPOLIS,IN46229     		N/A PC OPERATING 4,000
    INDIANA BALLET THEATRE
    7305 GRAND BLVD
    HOBART,IN46340     		N/A PC OPERATING/CAPITAL 15,000
    INDIANA BAR FOUNDATION
    615 N ALABAMA ST 122
    INDIANAPOLIS,IN46202     		N/A PC OPERATING 15,000
    INDIANA DUNES ENVIRONMENTAL LEARNING CENTER INC
    700 HOWE RD
    CHESTERTON,IN46304     		N/A PC OPERATING 15,000
    INDIANA FOUNDATION OF DENTISTRY FOR THE HANDICAPPED
    6110 TECHNOLOGY CENTER DR
    INDIANAPOLIS,IN46278     		N/A PC OPERATING 5,000
    INDIANA GOLF FOUNDATION
    PO BOX 516
    FRANKLIN,IN46131     		N/A PC OPERATING 15,000
    INDIANA LEGAL SERVICES INC
    151 N DELAWARE ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING 40,000
    INDIANA PHILANTHROPY ALLIANCE INC
    32 E WASHINGTON ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING 2,500
    INDIANA STATE UNIVERSITY FOUNDATION
    30 N FIFTH ST
    TERRE HAUTE,IN47809     		N/A PC OPERATING 100,000
    INDIANA UNIVERSITY FOUNDATION
    PO BOX 500
    BLOOMINGTON,IN47402     		N/A PC OPERATING 150,000
    INDIANA UNIVERSITY NORTHWEST
    3400 BROADWAY
    GARY,IN46408     		N/A PC OPERATING 150,000
    INDIANA UNIVERSITY SCHOOL OF LAW
    211 S INDIANA AVE
    BLOOMINGTON,IN47405     		N/A PC SCHOLARSHIP 20,000
    INDIANA WOMEN IN NEED FOUNDATION
    PO BOX 30648
    INDIANAPOLIS,IN46220     		N/A PC OPERATING 6,000
    IN-PACT INC
    12300 MARSHALL ST
    CROWN POINT,IN46307     		N/A PC EQUIPMENT 15,000
    INTERFAITH COMMUNITY PADS
    7871 W 400 N
    MICHIGAN CITY,IN46360     		N/A PC CAPITAL 10,000
    INTERNATIONAL INSTITUTE OF LACASA
    4433 BROADWAY
    GARY,IN46409     		N/A PC OPERATING 15,000
    IVY TECH FOUNDATION
    3100 IVY TECH DR
    VALPARAISO,IN46383     		N/A PC SCHOLARSHIP 100,000
    JACOB'S LADDER PEDIATRIC REHABILITATION CENTER INC
    1595 S CALUMET RD
    CHESTERTON,IN46304     		N/A PC OPERATING 15,000
    JDRF
    1 N LASALLE ST
    CHICAGO,IL60602     		N/A PC OPERATING 15,000
    JEWISH FEDERATION OF NORTHWEST INDIANA INC
    585 PROGRESS AVE
    MUNSTER,IN46321     		N/A PC OPERATING 15,000
    JUNIOR ACHIEVEMENT OF CHICAGO
    651 W WASHINGTON ST
    CHICAGO,IL60661     		N/A PC OPERATING 5,000
    LAKE COURT HOUSE FOUNDATION INC
    PO BOX 556
    CROWN POINT,IN46308     		N/A PC CAPITAL 10,000
    LAKE REGION CHRISTIAN ASSEMBLY
    7007 E 117TH AVE
    CROWN POINT,IN46307     		N/A PC OPERATING 5,000
    LAKESHORE PUBLIC MEDIA
    8625 INDIANA PL
    MERRILLVILLE,IN46410     		N/A PC OPERATING/CAPITAL 125,000
    LEGACY FOUNDATION INC
    370 E 84TH DR
    MERRILLVILLE,IN46410     		N/A PC OPERATING 30,000
    LEGACY FOUNDATION INC
    370 E 84TH DR
    MERRILLVILLE,IN46410     		N/A PC OPERATING 103,800
    LET'S TALK ABOUT IT LET'S DO IT COMMUNITY OUTREACH
    1375 GERRY ST
    GARY,IN46406     		N/A PC OPERATING 6,000
    LIFE TREATMENT CENTERS INC
    1402 S MICHIGAN ST
    SOUTH BEND,IN46613     		N/A PC OPERATING 7,500
    LIFELINE PILOTS
    6100 W EVERETT DIRKSEN PKWY STE 302
    PEORIA,IL61607     		N/A PC OPERATING 5,000
    LOGAN
    2505 E JEFFERSON BLVD
    SOUTH BEND,IN46615     		N/A PC CAPITAL 5,000
    LUBEZNIK CENTER FOR THE ARTS
    101 AVENUE OF THE ARTS
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 10,000
    MAAC FOUNDATION
    4203 MONTDALE PK DR
    VALPARAISO,IN46383     		N/A PC CAPITAL 25,000
    MAAP SERVICES
    PO BOX 524
    CROWN POINT,IN46308     		N/A PC OPERATING 5,000
    MAYO FOUNDATION
    200 FIRST ST SW
    ROCHESTER,MN55905     		N/A PC OPERATING 100,000
    MEALS ON WHEELS OF NORTHWEST INDIANA
    8446 VIRGINIA ST
    MERRILLVILLE,IN46410     		N/A PC OPERATING 100,000
    MEMORIAL OPERA HOUSE FOUNDATION
    104 INDIANA AVE
    VALPARAISO,IN46383     		N/A PC OPERATING/CAPITAL 25,000
    MENTAL HEALTH AMERICA OF LAKE COUNTY
    5311 HOHMAN AVE
    HAMMOND,IN46320     		N/A PC OPERATING 25,000
    MERRILLVILLE ROTARY CLUB CHARITIES INC
    PO BOX 11001
    MERRILLVILLE,IN46411     		N/A PC OPERATING 6,000
    METHODIST HOSPITALS
    600 GRANT ST
    GARY,IN46402     		N/A PC EQUIPMENT 60,000
    MILK BANK
    5060 E 62ND ST STE 128
    INDIANAPOLIS,IN46220     		N/A PC OPERATING 10,000
    MILLER BEACH ARTS AND CREATIVE DISTRICT
    PO BOX 2405
    GARY,IN46403     		N/A PC OPERATING 15,000
    MONTESSORI ACADEMY IN THE OAKS
    2109 E 57TH ST
    HOBART,IN46342     		N/A PC EQUIPMENT 2,500
    MORAINE HOUSE
    353 W LINCOLNWAY
    VALPARAISO,IN46383     		N/A PC OPERATING 14,000
    MUSCULAR DYSTROPHY FAMILY FOUNDATION
    PO BOX 776
    CARMEL,IN46032     		N/A PC OPERATING 5,000
    NATIONAL FIRE SAFETY COUNCIL VALPARAISO FIRE DEPARTMENT
    2605 CUMBERLAND DR
    VALPARAISO,IN46383     		N/A PC OPERATING 5,000
    NEVILLE MINISTRIES INC
    5757 MASSACHUSETTS ST
    MERRILLVILLE,IN46410     		N/A PC OPERATING/EQUIPMENT 5,000
    NORTH COAST CULTURAL ASSOCIATION INC
    PO BOX 2281
    CHESTERTON,IN46304     		N/A PC OPERATING 2,000
    NORTHERN INDIANA HISTORICAL SOCIETY
    808 W WASHINGTON
    SOUTH BEND,IN46601     		N/A PC OPERATING 5,000
    NORTHWEST INDIANA CANCER KIDS
    PO BOX 824
    SCHERERVILLE,IN46375     		N/A PC OPERATING 5,000
    NORTHWEST INDIANA CATHOLIC YOUTH ORGANIZATION INC
    7725 BROADWAY
    MERRILLVILLE,IN46410     		N/A PC OPERATING/CAPITAL 40,000
    NORTHWEST INDIANA FORUM FOUNDATION INC
    6100 SOUTHPORT RD
    PORTAGE,IN46368     		N/A PC OPERATING 25,000
    NORTHWEST INDIANA SPECIAL EDUCATION COOPERATIVE
    2150 W 97TH ST
    CROWN POINT,IN46307     		N/A PC OPERATING 10,000
    NORTHWEST INDIANA SYMPHONY SOCIETY INC
    1040 RIDGE RD
    MUNSTER,IN46321     		N/A PC OPERATING 50,000
    NORTHWEST INDIANA SYMPHONY SOCIETY INC
    1040 RIDGE RD
    MUNSTER,IN46321     		N/A PC OPERATING 25,000
    OPPORTUNITY ENTERPRISES INC
    2801 EVANS AVE
    VALPARAISO,IN46383     		N/A PC OPERATING/CAPITAL 250,000
    OUR GREATER GOOD
    PO BOX 44
    VALPARAISO,IN46384     		N/A PC OPERATING 5,000
    PHILANTHROPY ROUNDTABLE
    1730 M ST NW
    WASHINGTON,DC20036     		N/A PC OPERATING 3,000
    PINES VILLAGE RETIREMENT COMMUNITIES INC
    3303 PINES VILLAGE CIR
    VALPARAISO,IN46383     		N/A PC EQUIPMENT 25,000
    PINK RIBBON SOCIETY
    303 E 89TH AVE
    MERRILLVILLE,IN46410     		N/A PC OPERATING 5,000
    PLANNED PARENTHOOD GREATER NW - HI AL IN KY
    200 S MERIDIAN ST STE 400 PO BOX
    397
    INDIANAPOLIS,IN46208     		N/A PC OPERATING 15,000
    PORTAGE RECOVERY ASSOCIATION
    5965 MCCASLAND AVE
    PORTAGE,IN46368     		N/A PC OPERATING 5,000
    PORTAGE RESALE SHOP INC
    6450 EVERGREEN AVE
    PORTAGE,IN46368     		N/A PC OPERATING 5,000
    PORTAGE TOWNSHIP YMCA
    3100 WILLOWCREEK RD
    PORTAGE,IN46368     		N/A PC EQUIPMENT 50,000
    PORTAGELIVE
    PO BOX 1111
    PORTAGE,IN46368     		N/A PC OPERATING 1,500
    PORTER COUNTY AGING & COMMUNITY SERVICES INC
    1005 CAMPBELL
    VALPARAISO,IN46385     		N/A PC CAPITAL 15,000
    PORTER COUNTY ASSOCIATION FOR HANDICAPPED CHILDREN AND ADULTS INC
    53 E ENGEL DR
    VALPARAISO,IN46383     		N/A PC OPERATING 4,000
    PORTER COUNTY COMMUNITY FOUNDATION INC
    1401 CALUMET AVE
    VALPARAISO,IN46383     		N/A PC OPERATING 30,000
    PORTER COUNTY FAMILY COURT
    1660 S SR 2
    VALPARAISO,IN46385     		N/A PC OPERATING 10,000
    PORTER COUNTY MUSEUM FOUNDATION
    20 INDIANA AVE
    VALPARAISO,IN46383     		N/A PC OPERATING 12,000
    PORTER COUNTY PACT INC
    1356 W LINCOLNWAY
    VALPARAISO,IN46385     		N/A PC OPERATING 30,000
    PORTER COUNTY PARKS FOUNDATION INC
    PO BOX 428
    VALPARAISO,IN46384     		N/A PC OPERATING 10,000
    PORTER COUNTY SUBSTANCE ABUSE COUNCIL
    57 S MICHIGAN AVE
    VALPARAISO,IN46383     		N/A PC OPERATING 10,000
    PUBLIC EDUCATION FOUNDATION OF VALPARAISO INDIANA
    3801 N CAMPBELL ST
    VALPARAISO,IN46385     		N/A PC SCHOLARSHIP 15,000
    PURDUE UNIVERSITY NORTHWEST CALUMET CAMPUS
    2200 169TH ST
    HAMMOND,IN46323     		N/A PC OPERATING 150,000
    PURDUE UNIVERSITY
    610 PURDUE MALL
    WEST LAFAYETTE,IN47907     		N/A PC OPERATING 150,000
    REAL SERVICES
    PO BOX 1835
    SOUTH BEND,IN46634     		N/A PC OPERATING 5,000
    REBUILDING TOGETHER DUNELAND
    PO BOX 644
    CHESTERTON,IN46304     		N/A PC OPERATING 5,000
    REGIONAL MENTAL HEALTH CARE CENTER
    8555 TAFT ST
    MERRILLVILLE,IN46410     		N/A PC OPERATING 10,000
    RESPITE CARE SERVICES INC
    9000 INDIANAPOLIS BLVD
    HIGHLAND,IN46322     		N/A PC OPERATING 10,000
    RESTORING THE PRIDE EDUCATIONAL FOUNDATION SIGMA ALPHA EPSILON
    406 LITTLETON ST
    WEST LAFAYETTE,IN47906     		N/A PC OPERATING/CAPITAL 15,000
    RILEY CHILDREN'S FOUNDATION
    30 S MERIDIAN ST
    INDIANAPOLIS,IN46204     		N/A PC OPERATING 20,000
    RONALD MCDONALD HOUSE CHARITIES OF CHICAGOLAND & NORTHWEST INDIANA
    1301 W 22ND ST
    OAK BROOK,IL60523     		N/A PC OPERATING 15,000
    RONALD MCDONALD HOUSE OF INDIANA INC
    435 LIMESTONE
    INDIANAPOLIS,IN46202     		N/A PC OPERATING 20,000
    SALVATION ARMY OF LAKE COUNTY
    8225 COLUMBIA AVE
    MUNSTER,IN46321     		N/A PC OPERATING 100,000
    SALVATION ARMY OF MICHIGAN CITY
    1201 S FRANKLIN ST
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 25,000
    SALVATION ARMY OF PORTER COUNTY
    799 CAPITOL RD
    VALPARAISO,IN46385     		N/A PC OPERATING 50,000
    SAMARITAN COUNSELING CENTER
    8955 COLUMBIA AVE
    MUNSTER,IN46321     		N/A PC OPERATING 20,000
    SAMARITAN COUNSELING CENTERS INC
    340 COMMERCE SQ
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 5,000
    SAND CASTLE SHELTER
    120 W NINTH ST
    MICHIGAN CITY,IN46360     		N/A PC OPERATING 15,000
    SCHOOL CITY OF HOBART
    32 EAST 7TH ST
    HOBART,IN46342     		N/A GOV OPERATING 5,000
    SHARE FOUNDATION FOR THE HANDICAPPED
    PO BOX 400
    ROLLING PRAIRIE,IN46371     		N/A PC OPERATING 20,000
    SHIRLEY HEINZE LAND TRUST
    109 W 700 N
    VALPARAISO,IN46385     		N/A PC OPERATING 20,000
    SHIRLEY RYAN ABILITYLAB
    355 E ERIE ST
    CHICAGO,IL60611     		N/A PC OPERATING 20,000
    SHRINERS HOSPITALS FOR CHILDREN
    2211 N OAK PARK AVE
    CHICAGO,IL60707     		N/A PC OPERATING 10,000
    SHULTS-LEWIS CHILD & FAMILY SERVICES
    PO BOX 471
    VALPARAISO,IN46384     		N/A PC OPERATING 20,000
    SINAI FORUM
    1401 S US HWY 421
    WESTVILLE,IN46391     		N/A PC OPERATING 20,000
    SOJOURNER TRUTH HOUSE
    410 W 13TH AVE
    GARY,IN46407     		N/A PC OPERATING 35,000
    SOUTH BEND CIVIC THEATRE
    403 N MAIN ST
    SOUTH BEND,IN46601     		N/A PC OPERATING 10,000
    SOUTH SHORE ARTS
    1040 RIDGE RD
    MUNSTER,IN46321     		N/A PC OPERATING 20,000
    SPECIAL OLYMPIC INDIANA
    6200 TECHNOLOGY CENTER DR
    INDIANAPOLIS,IN46278     		N/A PC OPERATING 5,000
    SPORT YOUTH FOUNDATION
    3567 VILLAGE CT
    GARY,IN46408     		N/A PC OPERATING 4,000
    ST AGNES ADULT DAY SERVICE CENTER
    1859 HARRISON BLVD
    VALPARAISO,IN46385     		N/A PC CAPITAL 5,000
    ST BALDRICKS FOUNDATION
    1333 S MAYFLOWER AVE
    MONROVIA,CA91016     		N/A PC OPERATING 5,000
    ST BEDE ABBEY & ACADEMY
    24 W US HWY 6
    PERU,IL61354     		N/A PC SCHOLARSHIP/CAPITAL 15,000
    ST JOSEPH'S CARMELITE HOME
    4840 GRASSELLI AVE
    EAST CHICAGO,IL46312     		N/A PC OPERATING 100,000
    ST JUDE HOUSE INC
    12490 MARSHALL ST
    CROWN POINT,IN46307     		N/A PC OPERATING 60,000
    ST MARY MEDICAL CENTER
    1500 S LAKE PARK AVE
    HOBART,IN46342     		N/A PC OPERATING 25,000
    ST MICHAEL'S CHURCH
    1 WILHELM ST
    SCHERERVILLE,IN46375     		N/A PC OPERATING 2,000
    ST TERESA OF AVILA CATHOLIC STUDENT CENTER
    1511 LAPORTE AVE
    VALPARAISO,IN46383     		N/A PC OPERATING 6,000
    SUSAN B KOMEN BREAST CANCER FOUNDATION
    628 N 700 W C/O NW INDIANA RALLY
    COMMITTEE
    HOBART,IN46342     		N/A PC OPERATING 2,000
    TRADEWINDS REHABILITATION CENTER INC
    3198 E 83RD PL
    MERRILLVILLE,IN46410     		N/A PC OPERATING/CAPITAL 150,000
    UNION TOWNSHIP MIDDLE SCHOOL
    599 W 300 N
    VALPARAISO,IN46385     		N/A PC EQUIPMENT 2,000
    UNION TOWNSHIP SCHOOL CORP (DOLLARS FOR SCHOLARS)
    599 W 300 N
    VALPARAISO,IN46385     		N/A PC SCHOLARSHIP 5,000
    UNITED NEGRO COLLEGE FUND
    3737 N MERIDIAN ST
    INDIANAPOLIS,IN46208     		N/A PC SCHOLARSHIPS 10,000
    UNITED WAY OF NORTHWEST INDIANA
    951 EASTPORT CENTRE DR
    VALPARAISO,IN46383     		N/A PC OPERATING 750,000
    UNIVERSITY OF CHICAGO COMPREHENSIVE CANCER CENTER
    5841 S MARYLAND AVE
    CHICAGO,IL60637     		N/A PC OPERATING 15,000
    UNIVERSITY OF CHICAGO
    5325 S HARPER CT
    CHICAGO,IL60615     		N/A PC OPERATING 20,000
    VALPARAISO COMMUNITY SCHOOLS
    4106 CALUMET AVE
    VALPARAISO,IN46383     		N/A GOV OPERATING 5,000
    VALPARAISO FAMILY YMCA
    1201 CUMBERLAND CROSSING DR
    VALPARAISO,IN46383     		N/A PC OPERATING 60,000
    VALPARAISO KIWANIS CLUB FOUNDATION INC
    PO BOX 1661
    VALPARAISO,IN46384     		N/A PC OPERATING 12,000
    VALPARAISO PARKS AND RECREATION FOUNDATION
    3210 CAMPBELL ST
    VALPARAISO,IN46385     		N/A PC OPERATING/CAPITAL 25,000
    VALPARAISO UNIVERSITY
    1700 CHAPEL DR
    VALPARAISO,IN46383     		N/A PC SCHOLARSHIPS 100,000
    VISITING NURSE ASSOCIATION OF NORTHWEST INDIANA
    2401 VALLEY DR
    VALPARAISO,IN46383     		N/A PC OPERATING 50,000
    WABASH CENTER
    11055 BROADWAY
    CROWN POINT,IN46307     		N/A PC OPERATING 3,000
    WEST SIDE HIGH SCHOOL THEATRE GUILD
    900 GERRY ST
    GARY,IN46406     		N/A GOV OPERATING 7,500
    WHITES RESIDENTIAL & FAMILY SERVICES
    5233 S 50 E
    WABASH,IN46992     		N/A PC OPERATING 5,000
    WNIT PUBLIC TELEVISION
    PO BOX 7034
    SOUTH BEND,IN46634     		N/A PC OPERATING 10,000
    WOMEN'S CARE CENTER
    7127 INDIANAPOLIS BLVD
    HAMMOND,IN46617     		N/A PC OPERATING 3,000
    WOODLAND CHILD DEVELOPMENT CENTER
    3027 J F MAHONEY DR
    HAMMOND,IN46323     		N/A PC OPERATING 15,000
    YOUTH FAMILY COMMUNITY RENEWAL
    PO BOX 64541
    GARY,IN46401     		N/A PC OPERATING 15,000
    YOUTH FOR CHRIST
    232 MAIN ST NW
    BOURBONNAIS,IL60914     		N/A PC CAPITAL 10,000
    YOUTH SERVICE BUREAU OF LAPORTE COUNTY
    906 MICHIGAN AVE
    LAPORTE,IN46350     		N/A PC OPERATING 18,000
    YOUTH SERVICE BUREAU OF ST JOSEPH COUNTY INC
    2222 LINCOLNWAY W
    SOUTH BEND,IN46628     		N/A PC OPERATING 15,000
    YWCA OF NORTHWEST INDIANA
    150 W 15TH AVE
    GARY,IN46407     		N/A PC OPERATING 120,000
    Total .................................bullet 3a 11,333,800
    bApproved for future payment
    BOYS & GIRLS CLUBS OF GREATER NORTHWEST INDIANA INC
    3691 WILLOWCREEK RD
    PORTAGE,IN46368     		N/A PC OPERATING 4,320,000
    Total .................................bullet 3b 4,320,000
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,791,217  
    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 30,312,988  
    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 34,395,256 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    34,395,256
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 42,200 0   32,850

    TY 2021 GeneralExplanationAttachment
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Identifier Return Reference Explanation
      FORM 990-PF, PART VI-B, LINES 1A(3) AND 1B PART VI-B, LINE 1A(4) HAS BEEN ANSWERED "YES" BECAUSE BRUCE WARGO, WILLIAM VINOVICH, CHARLES CONOVER, CLYDE COMPTON AND JOHN DIEDERICH ARE SUBTANTIAL CONTRIBUTORS TO THE JOHN W. ANDERSON FOUNDATION AND THEREFORE DISQUALIFIED PERSONS. THEY PROVIDE "SERVICE" TO THE ORGANIZATION BY SERVING ON ITS BOARD. LINE 1B IS ANSWERED "NO" BECAUSE THEY ARE NOT COMPENSATED AND THIS SERVICE QUALIFIES UNDER THE EXCEPTIONS DESCRIBED IN REGULATIONS SECTION 53.4941(D)-3.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Name of Bond End of Year Book Value End of Year Fair Market Value
    JPMORGAN CORE BOND TRUST FUND 51,888,801 51,888,801
    PIMCO FDS PAC INVT MGMT SER FOR FUTURE I INC FD INSTL CL PDIIX 21,379,895 21,379,895

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ATLASSIAN CORPORATION PLC COM CL A 1,323,458 1,323,458
    SHOPIFY INC CL A SHOPIFY INC 1,191,442 1,191,442
    FIVERR INTERNATIONAL LTD COM 297,326 297,326
    COCA-COLA EUROPACIFIC PARTNERS 851,758 851,758
    SEA LTD ADR 2,602,195 2,602,195
    ABCAM PLC SPON ADS 74,654 74,654
    10X GENOMICS INC CL A CL A 407,555 407,555
    ADVANCE AUTO PTS INC COM 1,920,959 1,920,959
    AECOM 815,810 815,810
    AIR PROD & CHEM INC COM 603,348 603,348
    AIRBNB INC CL A COM 674,285 674,285
    AKAMAI TECHNOLOGIES INC COM STK 198,968 198,968
    ALIGN TECHNOLOGY INC COM 1,641,636 1,641,636
    ALLSTATE CORP COM 794,373 794,373
    ALTICE USA INC CL A 709,655 709,655
    AMAZON COM INC COM 2,200,664 2,200,664
    AMERICAN EXPRESS CO 675,504 675,504
    AMERICAN INTERNATIONAL GROUP INC COM 995,448 995,448
    AMETEK INC NEW COM 545,518 545,518
    ANAPLAN INC COM 241,630 241,630
    ANTHEM INC COM 1,442,073 1,442,073
    APTARGROUP INC COM 292,115 292,115
    ARAMARK COM 898,071 898,071
    ASANA INC CL A 392,133 392,133
    AXALTA COATING SYSTEMS LTD COM USD1.00 821,244 821,244
    BIO RAD LABS INC CL A 238,005 238,005
    BIO-TECHNE CORP COM 284,537 284,537
    BLOCK INC 1,912,278 1,912,278
    BOSTON BEER INC CL A CL A 161,632 161,632
    BROADCOM INC COM 1,497,838 1,497,838
    CARVANA CO CL A CL A 448,282 448,282
    CATALENT INC COM 233,015 233,015
    CHARTER COMMUNICATIONS INC NEW CL A 961,004 961,004
    CHURCH & DWIGHT INC COM 179,375 179,375
    CITIGROUP INC COM NEW COM NEW 261,428 261,428
    CLARIVATE PLC 254,016 254,016
    CLOROX CO., COMMON STOCK 326,053 326,053
    CLOUDFLARE INC COM 427,375 427,375
    COGNIZANT TECH SOLUTIONS CORP CL A 1,036,338 1,036,338
    COMCAST CORP NEW-CL A 1,123,265 1,123,265
    COOPER COS INC COM NEW COM NEW 230,417 230,417
    CORTEVA INC COM 1,094,106 1,094,106
    COSTAR GROUP INC COM 1,290,086 1,290,086
    CULLEN / FROST BANKERS INC COM 221,883 221,883
    CVS HEALTH CORP COM 1,101,130 1,101,130
    DEERE & CO COM 1,111,992 1,111,992
    DENTSPLY SIRONA INC COM 391,088 391,088
    DEXCOM INC COM 1,044,368 1,044,368
    DOLLAR GEN CORP NEW COM 1,288,811 1,288,811
    DOORDASH INC CL A COM CLASS A 785,894 785,894
    DUPONT DE NEMOURS INC COMMON STOCK 593,006 593,006
    EDWARDS LIFESCIENCES CORP COM 1,373,878 1,373,878
    EVEREST RE GROUP COM 436,902 436,902
    EXELON CORP COM 645,410 645,410
    FLOOR & DECOR HLDGS INC CL A CL A 864,306 864,306
    FORTIVE CORP COM MON STOCK 565,309 565,309
    FRESHPET INC COM 236,270 236,270
    GALLAGHER ARTHUR J & CO COM 450,474 450,474
    GENERAC HLDGS INC COM STK 443,419 443,419
    GOLDMAN SACHS GROUP INC COM 612,463 612,463
    GRACO INC COM 195,100 195,100
    HERSHEY COMPANY COM STK 224,425 224,425
    HESS CORP COM STK 1,265,247 1,265,247
    HORMEL FOODS CORP COM 213,788 213,788
    HUNT J B TRANS SVCS INC COM 1,484,762 1,484,762
    IDEX CORP COM 243,410 243,410
    INTEGRA LIFESCIENCES HLDG CORP COM DESP 241,164 241,164
    INTL FLAVORS & FRAGRANCES INC COM 1,401,045 1,401,045
    INTUIT COM 1,705,819 1,705,819
    JPMORGAN CHASE & CO COM 668,395 668,395
    LAMB WESTON HLDGS INC COM USD5 180,633 180,633
    LAS VEGAS SANDS CORP COM STK 675,337 675,337
    LENNAR CORP CL A 499,140 499,140
    LESLIES INC COM 320,593 320,593
    LITHIA MTRS INC CL A 431,468 431,468
    LOWES COS INC COM 1,248,458 1,248,458
    MARAVAI LIFESCIENCES HLDGS INC CL A 195,673 195,673
    MASIMO CORP COM STK 314,739 314,739
    MATCH GROUP INC NEW COM 1,467,446 1,467,446
    MC CORMICK & CO INC COM NON-VTG 308,669 308,669
    MEDTRONIC PLC COMMON STOCK 498,939 498,939
    MERCK & CO INC NEW COM 1,307,402 1,307,402
    META PLATFORMS INC 1,610,107 1,610,107
    MGM GROWTH PPTYS LLC CL A COM 880,154 880,154
    NETFLIX INC COM STK 2,659,773 2,659,773
    NORDSON CORP COM 296,113 296,113
    NORTHERN TR CORP COM 1,119,550 1,119,550
    NUTANIX INC CL A 233,852 233,852
    OKTA INC CL A 273,487 273,487
    ORACLE CORP COM 517,243 517,243
    PALO ALTO NETWORKS INC COM 450,976 450,976
    PERRIGO COMPANY LIMITED COM 857,667 857,667
    PHILLIPS 66 COM 1,178,345 1,178,345
    PIONEER NAT RES CO COM 907,036 907,036
    PLANET FITNESS INC CL A 144,475 144,475
    PROSPERITY BANCSHARES INC COM 173,520 173,520
    PURE STORAGE INC CL A 394,994 394,994
    QUALCOMM INC COM 717,582 717,582
    RALPH LAUREN CORP CL A 955,040 955,040
    RAYTHEON TECHNOLOGIES CORP 678,755 678,755
    ROCKWELL AUTOMATION 305,244 305,244
    SAREPTA THERAPEUTICS INC COM 777,492 777,492
    SERVICENOW INC COM 2,470,513 2,470,513
    SMARTSHEET INC CL A 182,782 182,782
    SMUCKER J M CO COM NEW 331,401 331,401
    SNOWFLAKE INC CL A 887,525 887,525
    STANLEY BLACK & DECKER INC COM 996,479 996,479
    STERIS PLC ORD 324,952 324,952
    SVB FINANCIAL GROUP COMMON STOCK 271,296 271,296
    SYNOPSYS INC COM 232,155 232,155
    T-MOBILE US INC COM 662,014 662,014
    TANDEM DIABETES CARE INC COM NEW COM 292,009 292,009
    TERMINIX GLOBAL HLDGS INC COM 239,267 239,267
    TORO CO COM 342,691 342,691
    TRACTOR SUPPLY CO COM 212,354 212,354
    TRADEWEB MKTS INC CL A 326,456 326,456
    TWILIO INC CL A 1,472,861 1,472,861
    UBER TECHNOLOGIES INC COM 1,438,199 1,438,199
    ULTA BEAUTY INC COM STK 185,553 185,553
    UNITEDHEALTH GROUP INC COM 1,251,333 1,251,333
    US BANCORP 979,942 979,942
    VALERO ENERGY CORP COM STK NEW 397,557 397,557
    VEEVA SYS INC CL A COM 242,706 242,706
    VERISK ANALYTICS INC COM 208,144 208,144
    VERTIV HOLDINGS LLC COM 379,594 379,594
    VISA INC COM CL A STK 2,422,818 2,422,818
    WARNER MUSIC GROUP CORP CL A CL A 804,487 804,487
    WATERS CORP COM 473,202 473,202
    WELLS FARGO & CO NEW COM STK 1,344,016 1,344,016
    WILLIS TOWERS WATSON PLC COM 901,987 901,987
    WORKDAY INC CL A COM 473,967 473,967
    ZENDESK INC COM 286,276 286,276
    ZOETIS INC COM 1,081,785 1,081,785
    ZSCALER INC COM 408,089 408,089
    NTGI-QM COMMON DAILY ALL CTRY WORLD EX-US EQTY INDEX FD - LENDING 24,909,653 24,909,653
    NTGI COM DAILY S&P500 EQTY INDEX-LENDING 72,907,137 72,907,137
    DFA INVESTMENT DIMENSIONS GROUP INC US SMALL CAP 17,667,301 17,667,301

    TY 2021 InvestmentsOtherSchedule2
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARROWSTREET CAPITAL INTERNATIONAL ALLCAP EQUITY FUND AT COST 25,463,678 25,463,678
    BOYD WATTERSON GSA FUND LP AT COST 22,043,115 22,043,115

    TY 2021 LandEtcSchedule2
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    OFFICE FURNITURE AND FIXTURES 538,095 97,478 440,617 440,617


    TY 2021 LegalFeesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL 12,129 0   3,231


    TY 2021 OtherAssetsSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST AND DIVIDENDS 243,176 395,748 395,748
    PREPAID TAXES 0 16,403 16,403


    TY 2021 OtherDecreasesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Description Amount
    BOOK/TAX DIFFERENCE ON INVESTMENTS 2,724,849


    TY 2021 OtherExpensesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE SUPPLIES 36,438 5,956   30,482
    INSURANCE 15,417 0   15,502
    UTILITIES 6,307 0   6,307
    JANITOR 6,500 0   6,500
    TELEPHONE 4,984 0   4,984


    TY 2021 OtherIncreasesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 12,372,464


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT COUNSELING 708,588 708,588   0
    CUSTODIAL FEES 61,782 61,782   0
    CONSULTING FEES 112,554 112,554   0
    TRUSTEE EXPENSE 1,492 1,492   0
    INVESTMENT EXPENSES 261,030 261,030   0


    TY 2021 TaxesSchedule
    Name:
    JOHN W ANDERSON FOUNDATION
    EIN:
    35-6070695
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 458,597 0   0
    FOREIGN TAXES 132,897 132,897   0