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
FRIEDLANDER FAMILY FUND
 
Number and street (or P.O. box number if mail is not delivered to street address)600 VINE STREET 2100
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CINCINNATI, OH45202
A Employer identification number

31-6023791
B Telephone number (see instructions)

(513) 621-4612
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$6,824,447J 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 6 6  
4 Dividends and interest from securities... 51,206 51,206  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 147,079
b Gross sales price for all assets on line 6a 733,389
7 Capital gain net income (from Part IV, line 2)... 147,079
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 63 63  
12 Total. Add lines 1 through 11........ 198,354 198,354  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 18,000 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,225 0   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,601 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 18,106 16,812   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 41,932 16,812   0
25 Contributions, gifts, grants paid....... 612,808 612,808
26 Total expenses and disbursements. Add lines 24 and 25 654,740 16,812   612,808
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -456,386
b Net investment income (if negative, enter -0-) 181,542
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......... 25,888 44,055 44,055
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) 984 Click to see attachment926 1,062
b Investments—corporate stock (attach schedule)....... 1,119,216 Click to see attachment1,089,625 6,126,319
c Investments—corporate bonds (attach schedule)....... 1,002,711 Click to see attachment637,907 653,011
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet1,806
Less: accumulated depreciation (attach schedule) bullet1,806      
15 Other assets (describe bullet) Click to see attachment80,100 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,228,899 1,772,513 6,824,447
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 2,228,899 1,772,513
29 Total net assets or fund balances (see instructions)..... 2,228,899 1,772,513
30 Total liabilities and net assets/fund balances (see instructions). 2,228,899 1,772,513
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
2,228,899
2
Enter amount from Part I, line 27a .....................
2
-456,386
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,772,513
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,772,513
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 PUBLIC SECURITIES      
b ARTWORK D 2001-08-17 2021-12-29
c CAPITAL GAINS DIVIDENDS 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 691,533   506,210 185,323
b 14,386   80,100 -65,714
c 27,470     27,470
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       185,323
b       -65,714
c       27,470
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 2 147,079
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 2,523
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,523
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 6,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 6,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,477
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,477 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)
    bulletOH
    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 ofbulletMELISSA LA CORTE Telephone no.bullet (513) 621-4612

    Located atbullet600 VINE STREET SUITE 2100CINCINNATIOH ZIP+4bullet45202
    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
    SUSAN S FRIEDLANDER PRESIDENT/DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    MELISSA M LA CORTE SECY/TREAS/DIRECTOR
    5.00     		18,000 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    ELLEN FRIEDLANDER DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    DAVID FRIEDLANDER DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    ANDREA FRIEDLANDER DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    LYNNE FRIEDLANDER DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    JAMES B REYNOLDS VP/DIRECTOR
    0.00     		0 0 0
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    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
    6,461,256
    b
    Average of monthly cash balances.......................
    1b
    38,062
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,499,318
    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
    6,499,318
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    97,490
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,401,828
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    320,091
    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
    320,091
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,523
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,523
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    317,568
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    317,568
    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
    317,568
    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 7 317,568
    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...... 73,034
    b From 2017...... 205,382
    c From 2018...... 83,535
    d From 2019...... 272,560
    e From 2020...... 346,224
    f Total of lines 3a through e ........ 980,735
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 612,808
    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..... 317,568
    e Remaining amount distributed out of corpus 295,240
    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 1,275,975
    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) ...     		73,034
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,202,941
    10 Analysis of line 9:
    a Excess from 2017.... 205,382
    b Excess from 2018.... 83,535
    c Excess from 2019.... 272,560
    d Excess from 2020.... 346,224
    e Excess from 2021.... 295,240
    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:
    MELISSA LACORTE
    600 VINE STREET SUITE 2100
    CINCINNATI,OH45202
    (513) 621-4612
    bThe form in which applications should be submitted and information and materials they should include:
    A SIMPLE ONE PAGE LETTER IS MOST EFFECTIVE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GREATER CINCINNATI AREA; PREFER HUMAN SERVICES
    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
    ACE SCHOLARSHIPS
    5251 DTC PKWY SUITE 1150
    GREENWOOD VILLAGE,CO80111     		  PUBLIC CHARITY GENERAL FUND 2,500
    AMERICAN JEWISH COMMITTEE
    PO BOX 568
    ETNA,NH03750     		  PUBLIC CHARITY GENERAL FUND 5,000
    AMERICAN RED CROSS
    2111 DANA AVENUE
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL FUND 2,000
    ANIMAL LEGAL DEFENSE FUND
    525 EAST COTATI AVE
    COTATI,CA94931     		  PUBLIC CHARITY GENERAL FUND 5,000
    ANIMAL WELFARE INSTITUTE
    900 PENNSYLVANIA AVE SE
    WASHINGTON,DC20003     		  PUBLIC CHARITY GENERAL FUND 2,500
    ARTSWAVE (FORMERLY FINE ARTS FUND)
    PO BOX 645582
    CINCINNATI,OH45264     		  PUBLIC CHARITY GENERAL FUND 16,600
    ARTWORKS
    20 E CENTRAL PARKWAY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 1,500
    CARTER CENTER
    ONE COPENHILL 453 JOHN LEWIS PKWY
    NE
    ATLANTA,GA30307     		  PUBLIC CHARITY GENERAL FUND 5,000
    CATHOLIC CHARITIES SW OHIO
    7162 READING RD
    CINCINNATI,OH45237     		  PUBLIC CHARITY GENERAL FUND 5,000
    CENTER FOR BIOLOGICAL DIVERSITY
    PO BOX 710
    TUCSON,AZ85702     		  PUBLIC CHARITY GENERAL FUND 2,500
    CENTER FOR GREAT NEIGHBORHOODS OF COVINGTON
    321 WEST 12TH STREET
    COVINGTON,KY41011     		  PUBLIC CHARITY GENERAL FUNDGENERAL FUND 844
    CET TV
    1223 CENTRAL PKWY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL FUND 5,000
    CHARLESTON LIBRARY SOCIETY
    164 KING STREET
    CHARLESTON,SC29401     		  PUBLIC CHARITY GENERAL FUND 12,500
    CHATFIELD COLLEGE - CINCINNATI CAMPUS
    1544 CENTRAL PARKWAY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 500
    CINCINNATI ANIMAL CARE
    3949 COLERAIN AVE
    CINCINNATI,OH45223     		  PUBLIC CHARITY GENERAL FUND 2,001
    CINCINNATI ART MUSEUM
    953 EDEN PARK DRIVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 5,000
    CINCINNATI ASSN FOR BLIND & VISUALLY IMPAIRED
    2045 GILBERT AVE
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 28,000
    CINCINNATI BALLET
    1555 CENTRAL PARKWAY
    CINCINNATI,OH45214     		  PUBLIC CHARITY GENERAL FUND 100,000
    CINCINNATI MAY FESTIVAL
    1241 ELM ST
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 550
    CINCINNATI NATURE CENTER
    4949 TEALTOWN ROAD
    MILFORD,OH45150     		  PUBLIC CHARITY GENERAL FUND 1,100
    CINCINNATI PARKS FOUNDATION
    421 OAK ST
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL FUND 1,000
    CINCINNATI PRESERVATION ASSOCIATION
    430 READING RD SUITE 300
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 500
    CINCINNATI SQUASH ACDMY - EMANUEL COMM CENTER
    1308 RACE ST
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 20,000
    CINCINNATI SYMPHONY ORCHESTRA
    1241 ELM STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 55,100
    CINCINNATI ZOO
    3400 VINE STREET
    CINCINNATI,OH45220     		  PUBLIC CHARITY GENERAL FUND 20,000
    CISE (CINCINNATI CATHOLIC INNER-CITY SCHOOLS FOR EXCELLENCE)
    100 EAST EIGHTH STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 1,500
    COLORADO PUBLIC RADIO
    7409 SOUTH ALTON COURT
    CENTENNIAL,CO80112     		  PUBLIC CHARITY GENERAL FUND 10,000
    COLORADO THERAPEUTIC RIDING CENTER
    11968 MINERAL ROAD
    LONGMONT,CO80504     		  PUBLIC CHARITY GENERAL FUND 15,000
    COMMUNITY FOOD SHARE
    650 S TAYLOR AVENUE
    LOUSIVILLE,CO80027     		  PUBLIC CHARITY GENERAL FUND 5,000
    COMMUNITY FOUNDATION SERVING BOULDER COUNTY
    1123 SPRUCE STREET
    BOULDER,CO80302     		  PUBLIC CHARITY GENERAL FUND 20,000
    COMMUNITY SHARES OF GREATER CINCINNATI
    315 W COURT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 6,500
    COMPASSION & CHOICES
    PO BOX 485
    ETNA,NH03750     		  PUBLIC CHARITY GENERAL FUND 2,500
    CONGREGATION BETH ADAM
    10001 LOVELAND MADEIRA RD
    LOVELAND,OH45140     		  PUBLIC CHARITY GENERAL FUND 13,325
    CRAYONS TO COMPUTERS
    1350 TENNESSEE AVENUE
    CINCINNATI,OH45229     		  PUBLIC CHARITY GENERAL FUND 3,250
    CROHNS & COLITIS FOUNDATION (GR CINTI CHAPTER) CCFA
    6797 HIGH STREET SUITE 119
    WORTHINGTON,OH43085     		  PUBLIC CHARITY GENERAL FUND 250
    DCCH CENTER FOR CHILDREN AND FAMILIES
    PO BOX 17007
    FORT MITCHELL,KY41017     		  PUBLIC CHARITY GENERAL FUND 1,500
    DENVER CENTER FOR PERFORMING ARTS
    1101 13TH ST
    DENVER,CO80204     		  PUBLIC CHARITY GENERAL FUND 2,500
    DEPAUL CRISTO REY HIGH SCHOOL
    1133 CLIFTON HILLS AVENUE
    CINCINNATI,OH45220     		  PUBLIC CHARITY GENERAL FUND 25,000
    DINNER WITH OUR FRIENDS
    2845 RIDGEWOOD RD
    CINCINNATI,OH45213     		  PUBLIC CHARITY GENERAL FUND 1,000
    EASTERSEALS
    2901 GILBERT AVE
    CINCINNATI,OH45206     		  PUBLIC CHARITY GENERAL FUND 500
    EMERGENCY FAMILY ASSISTANCE ASSOCIATION
    1575 YARMOUTH AVENUE
    BOULDER,CO80304     		  PUBLIC CHARITY GENERAL FUND 57,500
    ENSEMBLE THEATRE CINCINNATI
    1127 VINE STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 100
    EVANS SCHOLARSHIP FOUNDATION
    2501 PATRIOT BLVD
    GLENVIEW,IL60026     		  PUBLIC CHARITY GENERAL FUND 5,000
    FARM SANCTUARY
    3100 AIKENS RD
    WATKINS GLEN,NY14891     		  PUBLIC CHARITY GENERAL FUND 2,500
    FERNSIDE CENTER FOR GRIEVING CHILDREN
    4360 COOPER RD
    CINCINNATI,OH45242     		  PUBLIC CHARITY GENERAL FUND 500
    FREE STORE FOOD BANK
    PO BOX 692216
    CINCINNATI,OH45269     		  PUBLIC CHARITY GENERAL FUND 10,000
    GREEN UMBRELLA DBA CROWN CINCINNATI
    P O BOX 14270
    CINCINNATI,OH45250     		  PUBLIC CHARITY GENERAL FUND 25,000
    HEBREW UNION COLLEGE - JIR
    3101 CLIFTON AVENUE
    CINCINNATI,OH45220     		  PUBLIC CHARITY GENERAL FUND 1,000
    HEIFER INTERNATIONAL - AMBASSADOR'S COUNCIL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		  PUBLIC CHARITY GENERAL FUND 5,000
    HILLSIDE TRUST (THE)
    710 TUSCULUM AVENUE ALMS PARK
    CINCINNATI,OH45226     		  PUBLIC CHARITY GENERAL FUND 500
    HOBART AND WILLIAM SMITH COLLEGES
    300 PULTENEY STREET
    GENEVA,NY14456     		  PUBLIC CHARITY GENERAL FUND 2,000
    HOSPICE OF CINCINNATI
    PO BOX 633597
    CINCINNATI,OH45263     		  PUBLIC CHARITY GENERAL FUND 500
    JEWISH FEDERATION OF CINCINNATI
    8499 RIDGE ROAD
    CINCINNATI,OH45236     		  PUBLIC CHARITY GENERAL FUND 25,000
    LASOUPE
    915 E MCMILLAN ST
    CINCINNATI,OH45206     		  PUBLIC CHARITY GENERAL FUND 1,000
    LEGAL AID SOCIETY OF GREATER CINCINNATI
    215 EAST NINTH STREET SUITE 200
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 1,500
    LIBRARY FOUNDATION HAMILTON COUNTY
    800 VINE STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 1,000
    MERCANTILE LIBRARY - MEMBERSHIP
    414 WALNUT STREET 11TH STORY
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 3,000
    MERIT SCHOOL OF MUSIC
    38 S PEORIA STREET
    CHICAGO,IL60607     		  PUBLIC CHARITY GENERAL FUND 500
    MIDWEST RUGBY DEVELOPMENT FOUNDATION
    1659 COLLINSPARK CT
    CINCINNATI,OH45230     		  PUBLIC CHARITY GENERAL FUND 5,555
    MORTON ARBORETUM
    75 REMITTANCE DRIVE SUITE 1530
    CHICAGO,IL60675     		  PUBLIC CHARITY GENERAL FUND 10,000
    MOUNT HOLYOKE COLLEGE
    50 COLLEGE STREET
    SOUTH HADLEY,MA01075     		  PUBLIC CHARITY GENERAL FUND 2,500
    NATIONAL PEDIATRIC CANCER FOUNDATION
    5550 W EXECUTIVE DR 200
    TAMPA,FL33609     		  PUBLIC CHARITY GENERAL FUND 2,500
    OH JUSTICE AND POLICY CENTER
    215 E 9TH ST SUITE 601
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 2,500
    OTR COMMUNITY HOUSING
    1227 VINE ST
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 1,000
    OXFAM
    226 CAUSEWAY STREET 5TH FLOOR
    BOSTON,MA02114     		  PUBLIC CHARITY GENERAL FUND 2,000
    PLANNED PARENTHOOD SOUTHWEST OHIO REGION
    2134 AUBURN AVENUE
    CINCINNATI,OH45219     		  PUBLIC CHARITY GENERAL FUND 5,000
    SAVE THE CHILDREN
    501 KINGS HWY EAST
    FAIRFIELD,CT06825     		  PUBLIC CHARITY GENERAL FUND 5,000
    SMITHSONIAN INSTITUTION
    PO BOX 37012 MRC 712
    WASHINGTON,DC20013     		  PUBLIC CHARITY GENERAL FUND 500
    TAFT MUSEUM OF ART
    316 PIKE STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 18,333
    US HOLOCUAST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		  PUBLIC CHARITY GENERAL FUND 800
    WALNUT HILLS HIGH SCHOOL ALUMNI FOUNDATION
    3250 VICTORY PARKWAY
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL FUND 500
    WORLD WILDLIFE FUND
    PO BOX 96555
    WASHINGTON,DC20077     		  PUBLIC CHARITY GENERAL FUND 500
    XAVIER UNIVERSITY WOMEN'S GOLF
    3800 VICTORY PARKWAY
    CINCINNATI,OH45207     		  PUBLIC CHARITY GENERAL FUND 5,000
    YWCA OF GREATER CINCINNATI
    898 WALNUT STREET
    CINCINNATI,OH45202     		  PUBLIC CHARITY GENERAL FUND 2,000
    Total .................................bullet 3a 612,808
    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 ...........     		    14 6  
    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 ............     		    18 212,793 -65,714
    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) .. 0 264,068 -65,714
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    198,354
    (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.)
    8 GRANTS IN 2021 WERE MADE TO 74 ORGANIZATIONS, MOSTLY IN THE CINCINNATI AREA, AND ALL OF WHICH QUALIFIED FOR 501C(3) STATUS. THE GRANTS RANGED FROM HUMAN SERVICES TO ARTS AND WERE MADE ON THE BASIS OF THE OFFICERS' JUDGEMENT AS TO WHICH OF THE ORGANIZATIONS WERE CARRYING OUT ITS MISSION MOST EFFECTIVELY.
    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:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 2,225 0   0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Name of Bond End of Year Book Value End of Year Fair Market Value
    MCDONALDS 2.625 72,996 75,041
    DOLLAR GENL 3.25 76,127 76,771
    NUCOR CORP 4.0 52,313 52,097
    AMAZON.COM INC 3.8 79,440 80,414
    CONSTELLATION BRANDS 4.75 55,174 55,674
    ISHARES 0-5 YR HIGH YIELD 54,048 54,360
    VANGUARD INTMD TERM 174,935 185,520
    VANGUARD SHORT TERM 72,874 73,134

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 66,017 193,518
    ACCENTURE PLC 30,118 82,910
    ALPHABET INC CLASS A 61,886 579,408
    ALPHABET INC CLASS C 61,499 578,718
    AMAZON.COM INC 104,822 150,045
    APPLE INC 107,014 994,392
    BAXTER INTL 18,943 42,920
    BERKSHIRE HATHAWAY CLASS B 6,371 358,800
    BERKSHIRE HATHAWAY CLASS A 8,267 1,351,986
    COSTCO WHOLESALE 64,339 113,540
    DEERE CO 23,626 68,578
    DISNEY WALT CO 52,732 77,445
    ILLINOIS TOOL WORKS 18,581 154,250
    MASTERCARD INC 22,608 503,048
    MICROSOFT CORP 57,469 184,976
    NEXTERA ENERGY INC 51,371 65,352
    THERMO FISHER SCIENTIFIC INC 43,008 100,086
    TJX COMPANIES 64,000 151,840
    UNITED HEALTH GROUP INC 14,704 25,107
    WASTE MANAGEMENT INC 45,484 83,450
    VANGUARD HEALTH CARE ADM SHS 56,282 109,247
    VIRTUS KAR SM CAP GROWTH 110,484 156,703

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    US Government Securities - End of Year Book Value:

    926
    US Government Securities - End of Year Fair Market Value:

    1,062
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2021 OtherAssetsSchedule
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MISCELLANEOUS 80,100    


    TY 2021 OtherExpensesSchedule
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR & ADVISORY FEE 16,812 16,812   0
    INSURANCE/APPRAISAL -150 0   0
    COMPUTER SERVICE 1,386 0   0
    POSTAGE & OFFICE EXP 58 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    MISCELLANEOUS DEPOSIT 63 63 63


    TY 2021 TaxesSchedule
    Name:
    FRIEDLANDER FAMILY FUND
    EIN:
    31-6023791
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OHIO FILING FEE 200 0   0
    IRS ESTIMATED TAXES 3,000 0   0
    IRS BALANCE DUE 401 0   0