Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
WISDOM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)34W033 WHITE THORNE ROAD
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WAYNE, IL60184
A Employer identification number

26-1298966
B Telephone number (see instructions)

(630) 587-0808
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$302,126
J 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) 25,450
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 4,650 4,506  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 65,617
b Gross sales price for all assets on line 6a 284,797
7 Capital gain net income (from Part IV, line 2)... 65,617
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........ 95,717 70,123  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 1,157 1,157   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 227 71   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,245 43   5,202
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,629 1,271   5,202
25 Contributions, gifts, grants paid....... 130,000 130,000
26 Total expenses and disbursements. Add lines 24 and 25 136,629 1,271   135,202
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -40,912
b Net investment income (if negative, enter -0-) 68,852
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 15,890 27,682 27,682
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)....... 211,777 Click to see attachment178,351 178,351
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 135,182 Click to see attachment96,093 96,093
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) 362,849 302,126 302,126
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 362,849 302,126
29 Total net assets or fund balances (see instructions)..... 362,849 302,126
30 Total liabilities and net assets/fund balances (see instructions). 362,849 302,126
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
362,849
2
Enter amount from Part I, line 27a .....................
2
-40,912
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
321,937
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
19,811
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
302,126
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 ABBOTT LABS   2021-03-01 2021-06-02
b ABBOTT LABS   2021-03-02 2021-06-02
c ADOBE INC   2020-06-15 2021-05-03
d ADOBE INC   2020-08-03 2021-05-03
e ASPEN TECHNOLOGY INC DEL   2020-10-01 2021-05-03
ASPEN TECHNOLOGY INC DEL   2020-10-02 2021-05-03
ASPEN TECHNOLOGY INC DEL   2020-10-02 2021-05-04
AGNICO EAGLE MINES LTD   2021-01-19 2021-03-01
AGNICO EAGLE MINES LTD   2021-01-20 2021-03-01
AGNICO EAGLE MINES LTD   2021-01-20 2021-03-02
AMAZON COM INC COM   2020-11-02 2021-04-05
ASML HLDG NV NY REG SHS   2021-02-17 2021-09-14
B2GOLD CORP   2020-06-01 2021-01-19
B2GOLD CORP   2020-06-01 2021-01-20
B2GOLD CORP   2020-09-01 2021-01-20
BERRY GLOBAL GROUP INC COMMON STOCK   2020-05-15 2021-03-16
BRISTOL-MYERS SQUIBB CO   2020-05-15 2021-02-17
BRISTOL-MYERS SQUIBB CO   2020-06-30 2021-02-17
CHEMED CORP   2020-06-01 2021-03-02
CHEMED CORP   2020-06-30 2021-03-02
CATALENT INC SHS   2020-10-19 2021-05-17
CATALENT INC SHS   2020-10-19 2021-05-18
CATALENT INC SHS   2020-10-20 2021-05-18
D R HORTON INC   2021-04-05 2021-08-02
D R HORTON INC   2021-04-05 2021-08-13
ENERGIZER HOLDINGS INC SHS   2021-02-17 2021-06-02
FUTU HOLDINGS LTD SHS CL A ADR   2021-05-03 2021-09-14
FUTU HOLDINGS LTD SHS CL A ADR   2021-05-03 2021-12-01
FUTU HOLDINGS LTD SHS CL A ADR   2021-05-03 2021-12-01
FUTU HOLDINGS LTD SHS CL A ADR   2021-09-01 2021-12-01
FIRST HORIZON CORP   2021-06-02 2021-08-02
FORTUNE BRANDS HOME AND SECURITY INC SHS   2021-05-17 2021-10-01
FORTUNE BRANDS HOME AND SECURITY INC SHS   2021-05-18 2021-10-01
FLOOR AND DECOR HLDGS INC   2020-11-17 2021-08-02
FLOOR AND DECOR HLDGS INC   2020-11-17 2021-09-14
GROUP 1 AUTOMOTIVE   2021-05-17 2021-08-02
GENERAC HLDGS INC   2021-03-01 2021-08-02
GENERAC HLDGS INC   2021-03-01 2021-08-13
HORIZON THERAPEUTICS PUBLIC ORD   2020-11-17 2021-08-02
HORIZON THERAPEUTICS PUBLIC ORD   2020-11-17 2021-08-13
L3HARRIS TECHNOLOGIES INC   2020-08-17 2021-02-17
L3HARRIS TECHNOLOGIES INC   2020-08-18 2021-02-17
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-06-01 2021-05-18
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-06-15 2021-05-18
GOLDMAN SACHS ACC TREAS ETF   2020-06-15 2021-03-16
GOLDMAN SACHS ACC TREAS ETF   2020-10-19 2021-08-02
GOLDMAN SACHS ACC TREAS ETF   2020-10-19 2021-08-13
GOLDMAN SACHS ACC TREAS ETF   2020-10-19 2021-09-14
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-06-15 2021-03-16
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-06-15 2021-03-16
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-10-19 2021-08-02
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-10-19 2021-08-13
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-10-19 2021-09-14
ISHARES MSCI WORLD   2021-09-13 2021-09-16
ISHARES MSCI WORLD   2021-09-14 2021-09-16
VANGUARD TOTAL INTERNATL BOND ETF   2020-08-17 2021-08-02
VANGUARD TOTAL INTERNATL BOND ETF   2020-08-17 2021-08-13
JD COM INC CL A ADR   2021-01-19 2021-09-01
JD COM INC CL A ADR   2021-01-20 2021-09-01
KLA CORP   2020-08-17 2021-08-02
KKR & CO INC CL A   2021-04-16 2021-08-02
KKR & CO INC CL A   2021-04-16 2021-08-13
LOCKHEED MARTIN CORP   2020-06-01 2021-01-20
LOUISIANA PAC CORP   2021-04-05 2021-08-13
LOUISIANA PAC CORP   2021-04-05 2021-09-14
LOWE'S COMPANIES INC   2021-04-16 2021-08-02
LOWE'S COMPANIES INC   2021-04-16 2021-08-13
LOWE'S COMPANIES INC   2021-04-16 2021-08-16
MOLINA HEALTHCARE INC   2020-06-30 2021-03-16
MOLINA HEALTHCARE INC   2020-06-30 2021-03-17
PERKINELMER INC COM   2020-09-01 2021-06-02
PERKINELMER INC COM   2020-09-02 2021-06-02
PROGRESSIVE CRP OHIO   2020-07-15 2021-02-17
SAIA INC   2021-03-01 2021-07-01
SAIA INC   2021-03-01 2021-07-02
SAIA INC   2021-03-02 2021-07-02
SAIA INC   2021-03-02 2021-07-06
SAIA INC   2021-03-03 2021-07-06
SAIA INC   2021-03-03 2021-07-07
SHUTTERSTK INC SHS   2021-02-17 2021-09-14
TRONOX HOLDINGS PLC REG SHS   2021-06-02 2021-09-13
TRONOX HOLDINGS PLC REG SHS   2021-06-02 2021-09-13
TRONOX HOLDINGS PLC REG SHS   2021-06-02 2021-09-14
TRONOX HOLDINGS PLC REG SHS   2021-06-02 2021-09-14
TERADYNE INC   2020-10-01 2021-10-01
TERNIUM S A   2021-07-16 2021-08-13
THERMO FISHER SCIENTIFIC INC   2021-03-16 2021-09-14
UNITED MICROELECT SP ADR CORP   2021-05-03 2021-08-02
UNITED MICROELECT SP ADR CORP   2021-05-03 2021-08-13
UNITED MICROELECT SP ADR CORP   2021-05-03 2021-09-14
VIRTUS INVT PARTNERS INC   2021-05-17 2021-08-02
VIRTUS INVT PARTNERS INC   2021-05-17 2021-08-13
VIRTUS INVT PARTNERS INC   2021-05-17 2021-09-14
VIPSHOP HLDGS LTD   2020-08-03 2021-07-19
WASH SALE LOSSES DISALLOWED   2021-01-01 2021-12-31
ALLSTATE CORP DEL COM   2020-09-15 2021-11-01
ALLSTATE CORP DEL COM   2020-09-15 2021-11-02
ALLSTATE CORP DEL COM   2020-09-16 2021-11-02
ALLSTATE CORP DEL COM   2020-09-17 2021-11-02
ADOBE INC   2020-04-02 2021-05-03
AMEDISYS INC   2019-11-04 2021-04-16
AMEDISYS INC   2019-11-04 2021-04-19
AMEDISYS INC   2019-11-04 2021-04-20
ADVNCD MICRO D INC   2020-02-04 2021-08-02
ADVNCD MICRO D INC   2020-02-04 2021-08-13
ABBVIE INC SHS   2020-06-01 2021-09-17
ABBVIE INC SHS   2020-09-01 2021-09-17
APPLE INC   2018-03-01 2021-08-02
APPLE INC   2018-04-20 2021-08-02
APPLE INC   2018-04-20 2021-08-13
APPLIED MATERIAL INC   2020-04-16 2021-08-02
BARRICK GOLD CORPORATION   2020-03-02 2021-03-16
BERRY GLOBAL GROUP INC COMMON STOCK   2020-05-15 2021-08-02
BERRY GLOBAL GROUP INC COMMON STOCK   2020-05-15 2021-08-13
CHARLES RIVER LABS INTL   2020-04-02 2021-08-02
CHARLES RIVER LABS INTL   2020-04-02 2021-08-13
CHEMED CORP   2018-12-26 2021-03-01
CHEMED CORP   2018-12-26 2021-03-02
EPAM SYSTEMS INC SHS   2019-01-18 2021-03-16
EPAM SYSTEMS INC SHS   2019-01-18 2021-04-16
EPAM SYSTEMS INC SHS   2019-01-22 2021-04-16
FORTINET INC   2019-05-17 2021-03-16
FORTINET INC   2019-05-17 2021-08-02
FORTINET INC   2019-05-20 2021-08-02
FORTINET INC   2020-06-15 2021-08-02
FORTINET INC   2020-06-30 2021-08-02
FORTINET INC   2020-06-30 2021-08-13
SPDR PORTFOLIO TIPS ETF   2018-12-07 2021-08-02
SPDR PORTFOLIO TIPS ETF   2018-12-07 2021-08-13
SPDR PORTFOLIO TIPS ETF   2018-12-07 2021-09-14
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-05-04 2021-05-17
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-05-05 2021-05-17
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-05-06 2021-05-17
HANNON ARMSTRNG SUSTAINABLE INFRASTRCTRE CAP INC   2020-05-06 2021-05-18
GOLDMAN SACHS ACC TREAS ETF   2020-06-15 2021-08-02
GOLDMAN SACHS ACC TREAS ETF   2020-06-15 2021-08-02
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-06-15 2021-08-02
SPDR PORTFOLIO SHORT TER TREASURY ETF   2020-06-15 2021-08-02
JANUS HENDERSON SHORT DURATION INCOME ETF   2018-03-01 2021-08-02
JANUS HENDERSON SHORT DURATION INCOME ETF   2018-04-20 2021-08-02
JANUS HENDERSON SHORT DURATION INCOME ETF   2018-04-20 2021-08-13
JANUS HENDERSON SHORT DURATION INCOME ETF   2018-04-24 2021-09-14
VANGUARD TOTAL INTERNATL BOND ETF   2020-08-17 2021-09-14
VANGUARD TOTAL INTERNATL BOND ETF   2020-08-17 2021-12-29
KLA CORP   2020-08-17 2021-09-14
LOCKHEED MARTIN CORP   2018-03-01 2021-01-19
LOCKHEED MARTIN CORP   2018-03-01 2021-01-20
LOCKHEED MARTIN CORP   2018-04-20 2021-01-20
LOCKHEED MARTIN CORP   2018-04-24 2021-01-20
NVIDIA   2018-03-01 2021-08-02
NVIDIA   2018-04-20 2021-08-02
NVIDIA   2018-04-20 2021-08-13
NVIDIA   2018-04-20 2021-09-14
NEWMONT CORPORATION   2020-04-16 2021-07-01
NEWMONT CORPORATION   2020-04-17 2021-07-02
NEWMONT CORPORATION   2020-06-01 2021-07-02
PAYCOM SOFTWARE INC   2018-03-01 2021-02-17
PAYCOM SOFTWARE INC   2018-03-01 2021-03-01
PAYCOM SOFTWARE INC   2018-04-20 2021-03-01
PAYCOM SOFTWARE INC   2018-04-24 2021-03-01
PAYCOM SOFTWARE INC   2018-04-24 2021-03-02
THE SCOTTS MIRACLE GRO CO   2019-10-16 2021-01-19
THE SCOTTS MIRACLE GRO CO   2019-10-16 2021-09-01
SILICON MOTION TECH ADR   2020-06-30 2021-08-02
SILICON MOTION TECH ADR   2020-07-01 2021-08-02
SILICON MOTION TECH ADR   2020-07-01 2021-08-13
TERADYNE INC   2020-08-03 2021-10-01
TEMPUR SEALY INTL INC   2020-04-02 2021-08-02
TEMPUR SEALY INTL INC   2020-04-03 2021-08-02
TEMPUR SEALY INTL INC   2020-04-03 2021-08-13
TEMPUR SEALY INTL INC   2020-04-03 2021-09-14
VIPSHOP HLDGS LTD   2019-09-17 2021-03-16
VIPSHOP HLDGS LTD   2019-09-17 2021-07-16
VIPSHOP HLDGS LTD   2019-09-17 2021-07-19
VEEVA SYS INC CL A   2018-09-05 2021-04-05
VICI PPTYS INC   2020-09-15 2021-11-16
VICI PPTYS INC   2020-09-16 2021-11-16
VICI PPTYS INC   2020-09-16 2021-11-17
VICI PPTYS INC   2020-09-17 2021-11-17
VICTORY CAPITAL HOLDINGS INC REG CL A   2020-03-16 2021-08-02
VICTORY CAPITAL HOLDINGS INC REG CL A   2020-03-16 2021-08-13
JANUS HENDERSON FLEXIBLE BOND FUND I   2018-03-01 2021-08-02
JANUS HENDERSON FLEXIBLE BOND FUND I   2018-03-01 2021-08-13
JANUS HENDERSON FLEXIBLE BOND FUND I   2018-03-01 2021-09-14
PIONEER BOND FUND CLASS Y   2020-03-06 2021-08-02
PIONEER BOND FUND CLASS Y   2020-03-06 2021-08-13
PIONEER BOND FUND CLASS Y   2020-03-06 2021-09-14
TRANSAMERICA BOND FUND CL I   2018-12-10 2021-08-02
TRANSAMERICA BOND FUND CL I   2018-12-10 2021-08-13
TRANSAMERICA BOND FUND CL I   2018-12-10 2021-09-14
COLUMBIA QUALITY INCOME FUND CL INSTL   2018-03-01 2021-08-02
COLUMBIA QUALITY INCOME FUND CL INSTL   2018-03-01 2021-08-13
COLUMBIA QUALITY INCOME FUND CL INSTL   2018-03-01 2021-09-14
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I   2018-03-01 2021-03-16
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I   2018-03-01 2021-08-02
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I   2018-04-20 2021-08-02
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I   2018-04-20 2021-08-13
RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I   2018-04-20 2021-09-14
NUVEEN PREFERRED SECURITIES & INCOME FD I   2018-03-01 2021-08-02
NUVEEN PREFERRED SECURITIES & INCOME FD I   2018-03-01 2021-08-13
NUVEEN PREFERRED SECURITIES & INCOME FD I   2018-03-01 2021-09-14
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,570   2,937 -367
b 1,606   1,827 -221
c 503   402 101
d 1,006   900 106
e 906   895 11
1,554   1,516 38
1,533   1,516 17
1,384   1,717 -333
55   71 -16
1,703   2,122 -419
3,222   3,021 201
889   588 301
1,955   2,146 -191
1,771   1,908 -137
410   520 -110
703   480 223
3,864   4,155 -291
725   693 32
447   475 -28
447   447 0
2,249   2,014 235
101   92 9
2,434   2,216 218
291   277 14
196   185 11
3,778   3,966 -188
492   726 -234
1,255   4,068 -2,813
224   781 -557
628   1,531 -903
3,432   4,307 -875
992   1,169 -177
1,894   2,206 -312
979   610 369
382   229 153
524   505 19
405   347 58
414   347 67
198   141 57
534   352 182
2,621   2,549 72
1,123   1,086 37
2,379   1,485 894
746   446 300
1,001   1,005 -4
300   300 0
200   200 0
100   100 0
1,349   1,351 -2
31   31 0
215   215 0
184   184 0
123   123 0
3,931   3,941 -10
1,572   1,578 -6
2,029   2,030 -1
290   290 0
1,854   2,088 -234
1,532   1,792 -260
2,428   1,518 910
5,295   4,426 869
397   320 77
342   391 -49
647   649 -2
60   59 1
2,686   2,913 -227
190   208 -18
4,636   4,994 -358
2,560   1,932 628
2,285   1,757 528
2,382   2,022 360
2,242   1,938 304
3,087   3,088 -1
639   628 11
634   628 6
211   214 -3
829   856 -27
829   894 -65
1,255   1,341 -86
223   181 42
1,498   1,593 -95
2,420   2,574 -154
139   147 -8
1,510   1,452 58
1,095   811 284
280   217 63
562   449 113
362   337 25
145   135 10
729   587 142
554   541 13
628   541 87
316   270 46
1,018   1,306 -288
335     335
1,233   947 286
742   568 174
742   579 163
990   751 239
4,022   2,418 1,604
2,832   1,470 1,362
1,967   1,029 938
566   294 272
1,760   790 970
221   99 122
2,366   2,010 356
430   366 64
2,336   697 1,639
2,190   626 1,564
298   83 215
144   52 92
3,633   3,457 176
5,015   3,117 1,898
262   160 102
816   240 576
411   121 290
1,804   1,103 701
2,234   1,378 856
372   139 233
5,801   1,807 3,994
5,355   1,638 3,717
2,839   1,250 1,589
6,582   1,916 4,666
286   82 204
859   394 465
859   411 448
617   274 343
2,500   2,136 364
157   135 22
157   135 22
1,156   637 519
971   568 403
139   80 59
47   27 20
3,103   3,116 -13
1,001   1,005 -4
2,823   2,824 -1
1,350   1,352 -2
1,856   1,852 4
351   350 1
401   400 1
351   350 1
173   174 -1
7,437   7,830 -393
355   217 138
1,722   1,698 24
342   340 2
1,026   1,056 -30
342   340 2
6,356   1,848 4,508
2,383   687 1,696
201   57 144
445   114 331
1,516   1,417 99
64   59 5
826   776 50
2,697   689 2,008
1,160   295 865
1,546   462 1,084
2,706   776 1,930
769   222 547
1,972   916 1,056
3,153   2,035 1,118
1,053   681 372
150   98 52
225   148 77
2,957   2,450 507
2,399   518 1,881
1,628   319 1,309
218   42 176
474   84 390
9,644   2,179 7,465
1,810   939 871
962   523 439
6,855   2,625 4,230
1,966   1,671 295
235   199 36
521   448 73
607   506 101
411   175 236
631   242 389
1,341   1,203 138
308   278 30
320   287 33
3,373   3,363 10
129   129 0
122   121 1
2,052   1,887 165
235   217 18
251   231 20
5,807   5,430 377
340   319 21
264   248 16
2,078   2,027 51
4,438   4,266 172
242   232 10
171   165 6
146   140 6
318   307 11
75   72 3
56   54 2
164     164
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       -367
b       -221
c       101
d       106
e       11
      38
      17
      -333
      -16
      -419
      201
      301
      -191
      -137
      -110
      223
      -291
      32
      -28
      0
      235
      9
      218
      14
      11
      -188
      -234
      -2,813
      -557
      -903
      -875
      -177
      -312
      369
      153
      19
      58
      67
      57
      182
      72
      37
      894
      300
      -4
      0
      0
      0
      -2
      0
      0
      0
      0
      -10
      -6
      -1
      0
      -234
      -260
      910
      869
      77
      -49
      -2
      1
      -227
      -18
      -358
      628
      528
      360
      304
      -1
      11
      6
      -3
      -27
      -65
      -86
      42
      -95
      -154
      -8
      58
      284
      63
      113
      25
      10
      142
      13
      87
      46
      -288
      335
      286
      174
      163
      239
      1,604
      1,362
      938
      272
      970
      122
      356
      64
      1,639
      1,564
      215
      92
      176
      1,898
      102
      576
      290
      701
      856
      233
      3,994
      3,717
      1,589
      4,666
      204
      465
      448
      343
      364
      22
      22
      519
      403
      59
      20
      -13
      -4
      -1
      -2
      4
      1
      1
      1
      -1
      -393
      138
      24
      2
      -30
      2
      4,508
      1,696
      144
      331
      99
      5
      50
      2,008
      865
      1,084
      1,930
      547
      1,056
      1,118
      372
      52
      77
      507
      1,881
      1,309
      176
      390
      7,465
      871
      439
      4,230
      295
      36
      73
      101
      236
      389
      138
      30
      33
      10
      0
      1
      165
      18
      20
      377
      21
      16
      51
      172
      10
      6
      6
      11
      3
      2
      164
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 65,617
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........................... 3 957
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- ..... 5 957
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,500
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,500
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 4
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 10 539
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet539 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)
    bulletIL
    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 ofbulletJEFFRY WISDOM Telephone no.bullet (415) 636-2402

    Located atbullet34W033 WHITE THORNE ROADWAYNEIL ZIP+4bullet60184
    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
    KRISTI WISDOM PRESIDENT
    1.00
    0 0 0
    34W033 WHITE THORNE ROAD
    WAYNE,IL60184
    JEFFRY WISDOM TREASURER
    1.00
    0 0 0
    34W033 WHITE THORNE ROAD
    WAYNE,IL60184
    MCKENZIE WISDOM DIRECTOR
    1.00
    0 0 0
    34W033 WHITE THORNE ROAD
    WAYNE,IL60184
    HANNAH WISDOM DIRECTOR
    1.00
    0 0 0
    34W033 WHITE THORNE ROAD
    WAYNE,IL60184
    LILY WISDOM DIRECTOR
    1.00
    0 0 0
    34W033 WHITE THORNE ROAD
    WAYNE,IL60184
    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
    316,484
    b
    Average of monthly cash balances.......................
    1b
    20,043
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    336,527
    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
    336,527
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    5,048
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    331,479
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    16,574
    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
    16,574
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    957
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    957
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    15,617
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    15,617
    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
    15,617
    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 15,617
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 48,307
    b From 2017...... 32,081
    c From 2018...... 48,467
    d From 2019......  
    e From 2020...... 12,609
    f Total of lines 3a through e ........ 141,464
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 135,202
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 15,617
    e Remaining amount distributed out of corpus 119,585
    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 5 261,049
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    48,307
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    212,742
    10 Analysis of line 9:
    a Excess from 2017.... 32,081
    b Excess from 2018.... 48,467
    c Excess from 2019....  
    d Excess from 2020.... 12,609
    e Excess from 2021.... 119,585
    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
    SAIL FUTURE ACADEMY
    2900 68TH AVE S
    ST PETERSBURG,FL33712
    NONE PUBLIC CHARITY GENERAL SUPPORT 75,000
    FOSTERING SUCCESS
    PO BOX 708
    WAYNE,IL60184
    NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    ST FRANCIS DE SALES PARISH SCHOOLS
    2130 W ROOSEVELT RD
    WHEATON,IL60187
    NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    U-46 EDUCATION FOUNDATION
    355 E CHICAGO ST
    ELGIN,IL60120
    NONE PUBLIC CHARITY GENERAL SUPPORT 7,500
    BOYS AND GIRLS CLUB OF ELGIN
    355 DUNDEE AVE
    ELGIN,IL60120
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    CAL'S ANGELS FOUNDATION
    2422 W MAIN ST UNIT 3B
    ST CHARLES,IL60175
    NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    I CAN FOUNDATION
    1225 CHENILLE CIRCLE
    WESTON,FL33327
    NONE PUBLIC CHARITY GENERAL SUPPORT 2,500
    Total .................................bullet 3a 130,000
    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 ............
        18 65,617  
    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 70,267 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    70,267
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    WISDOM FAMILY FOUNDATION
     
    Employer identification number

    26-1298966
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    WISDOM FAMILY FOUNDATION
     
    Employer identification number
    26-1298966
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    JEFFRY AND KRISTI WISDOM
     
    34W033 WHITE THORNE ROAD
     
    WAYE, IL60184

    $ 21,000


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    WISDOM FAMILY FOUNDATION
     
    Employer identification number

    26-1298966
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WISDOM FAMILY FOUNDATION
     
    Employer identification number

    26-1298966
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADVNCD MICRO D INC 6,044 6,044
    APPLE INC 5,505 5,505
    APPLIED MATERIAL INC 5,193 5,193
    ARCBEST CORPORATION 8,270 8,270
    ASE TECHNOLOGY HOLDING CO ADR 4,991 4,991
    ASML HLDG NV NY REG SHS 3,981 3,981
    AUTONATION INC 4,440 4,440
    BERRY GLOBAL GROUP INC COMMON STOCK 5,165 5,165
    BROADCOM INC 5,323 5,323
    CHARLES RIVER LABS INTL 4,145 4,145
    D R HORTON INC 5,097 5,097
    DANAHER CORP DEL COM 2,632 2,632
    DEERE CO 5,486 5,486
    FIRST BANCORP SHS 3,941 3,941
    FLOOR AND DECOR HLDGS 4,680 4,680
    FORTINET INC 5,391 5,391
    FOX FACTORY HLDG CORP 3,402 3,402
    GARTNER INC 3,678 3,678
    GENERAC HLDGS INC 3,871 3,871
    GROUP 1 AUTOMOTIVE 5,271 5,271
    HORIZON THERAPEUTICS PUBLIC ORD 4,634 4,634
    KKR & CO INC CL A 5,141 5,141
    KLA CORP 5,591 5,591
    LOUISIANA PAC CORP 5,876 5,876
    NATIONAL STORAGE AFFILIATES TR SHS 2,353 2,353
    NETFLIX COM INC 4,820 4,820
    NVIDIA 6,176 6,176
    SAIA INC 3,033 3,033
    SHUTTERSTK INC SHS 4,546 4,546
    SILICON MOTION TECH ADR 6,367 6,367
    SYNOVUS FINL CORP SHS 3,877 3,877
    TEMPUR SEALY INTL INC 4,468 4,468
    TERNIUM S A 4,396 4,396
    THERMO FISHER SCIENTIFIC INC 5,338 5,338
    UNITED MICROELECT SP ADR 6,213 6,213
    VICTORY CAPITAL HOLDINGS INC REG CL A 4,858 4,858
    VIRTUS INVT PARTNERS INC 4,158 4,158

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLUMBIA QUALITY INCOME FUND CL INSTL AT COST 9,447 9,447
    DWS GLOBAL HIGH INCOME AT COST 3,100 3,100
    GOLDMAN SACHS ACC TREAS ETF AT COST 4,702 4,702
    JANUS HENDERSON FLEXIBLE BOND FUND I AT COST 9,538 9,538
    JANUS HENDERSON MORTG BACKED AT COST 9,061 9,061
    JANUS HENDERSON SHORT DURATION INCOME ETF AT COST 11,496 11,496
    JP MORGAN INTERNATIONAL BOND OPPORTUNITIES ETF AT COST 7,391 7,391
    NUVEEN PREFERRED SECURITIES & INCOME FD I AT COST 1,902 1,902
    PIONEER BOND FUND CLASS Y AT COST 3,690 3,690
    RIVERNORTH DOUBLE LINE STRATEGIC INC FUND CL I AT COST 4,766 4,766
    SCHWAB SHORT-TERM U.S. TREASURY ETF AT COST 11,441 11,441
    SPDR BLMBRG BRCLY INV GR FLOATING RATE ETF AT COST 3,365 3,365
    SPDR PORTFOLIO SHORT TER TREASURY ETF AT COST 4,656 4,656
    SPDR PORTFOLIO TIPS ETF AT COST 4,820 4,820
    TRANSAMERICA BOND FUND CL I AT COST 6,718 6,718

    TY 2021 OtherDecreasesSchedule
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Description Amount
    UNREALIZED GAIN/LOSS 19,811


    TY 2021 OtherExpensesSchedule
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 85 43   42
    POSTAGE 102 0   102
    CHRISTMAS WISHES PROGRAM 5,058 0   5,058


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 1,157 1,157   0


    TY 2021 TaxesSchedule
    Name:
    WISDOM FAMILY FOUNDATION
    EIN:
    26-1298966
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 71 71   0
    EXCISE TAX 156 0   0