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

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 01-01-2021 , and ending 12-31-2021
Name of foundation
AUTRY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)4383 COLFAX AVENUE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
STUDIO CITY, CA91604
A Employer identification number

23-7433359
B Telephone number (see instructions)

(818) 752-7770
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$22,728,616
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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 928,943 928,943 928,943
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 157,347
b Gross sales price for all assets on line 6a 3,077,489
7 Capital gain net income (from Part IV, line 2)... 157,347
8 Net short-term capital gain......... 11,721
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)....... 513,182 513,182  
12 Total. Add lines 1 through 11........ 1,599,472 1,599,472 940,664
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 5,601 5,601    
c Other professional fees (attach schedule).... 84,849 84,849    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 22,330 1,143   150
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 1,938 1,938    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 114,718 93,531   150
25 Contributions, gifts, grants paid....... 965,000 965,000
26 Total expenses and disbursements. Add lines 24 and 25 1,079,718 93,531   965,150
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 519,754
b Net investment income (if negative, enter -0-) 1,505,941
c Adjusted net income (if negative, enter -0-)... 940,664
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............. 162,067 426,257 426,257
2 Savings and temporary cash investments......... 1,691,671 2,524,076 2,524,076
3 Accounts receivable bullet1,164
Less: allowance for doubtful accounts bullet   352 1,164 1,164
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.......... 398    
10a Investments—U.S. and state government obligations (attach schedule) 964,585 Click to see attachment962,084 1,191,385
b Investments—corporate stock (attach schedule)....... 13,271,200 Click to see attachment13,257,571 11,975,139
c Investments—corporate bonds (attach schedule)....... 2,891,882 Click to see attachment2,411,067 2,560,207
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,672,664 Click to see attachment3,599,063 3,940,388
14 Land, buildings, and equipment: basis bullet1,644,065
Less: accumulated depreciation (attach schedule) bullet1,644,065      
15 Other assets (describe bullet) Click to see attachment110,000 Click to see attachment110,000 Click to see attachment110,000
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 22,764,819 23,291,282 22,728,616
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)   Click to see attachment6,709
23 Total liabilities (add lines 17 through 22).........   6,709
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 22,764,819 23,284,573
29 Total net assets or fund balances (see instructions)..... 22,764,819 23,284,573
30 Total liabilities and net assets/fund balances (see instructions). 22,764,819 23,291,282
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
22,764,819
2
Enter amount from Part I, line 27a .....................
2
519,754
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
23,284,573
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
23,284,573
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 INVESCO STEELPATH CLASS ACTION P   2021-12-07
b 350000 COMCAST CORP P 2019-07-25 2021-06-24
c 269 FNMA POOL #190953 P 1950-01-01 2021-12-31
d 115000 GENERAL ELEC CAP P 2010-06-14 2021-12-01
e 15430.609 INV OPP STLPTH ALPH-A P 2014-05-05 2021-03-29
15151.515 PIMCO LOW DURATION FD P 2019-06-13 2021-09-02
567 PUBLIC STORAGE 4.9% PFD P 2020-03-20 2021-12-30
50353.894 TCW EMRG MKTS INC P 2019-07-31 2021-10-22
25 AFFILIATED MANAGERS GROUP PFD P 2021-05-19 2019-08-08
48 AFFILIATED MANAGERS GROUP PFD 4.75% PFD P 2020-09-18 2021-05-19
125 ALABAMA POWER CO 5.% PFD P 2019-08-08 2021-05-19
41 ALGONQUIN PWR & UTILITY PFD P 2019-08-08 2021-05-19
15 ALLSTATE CORP PFD P 2019-08-08 2021-05-19
103 ALLSTATE CORP 4.75% PFD P 2019-12-18 2021-05-19
116 ALLSTATE CORP 5.1% PFD P 2019-08-12 2021-05-19
228 ALLSTATE CORP 5.625% PFD P 2019-08-08 2021-05-19
74 AMERICAN FINANCIAL GROUP PFD P 2019-12-18 2021-05-19
237 AMERICAN INTL GROUP 5.85% PFD P 2019-08-08 2021-05-19
3943 ARCH CAPITAL GROUP LTD 5.25% P 2019-08-08 2021-05-19
217 ARCH CAPITAL GROUP LTD 5.45% P 2019-08-08 2021-05-19
745 ASSOC BANC CORP 5.375% P 2019-08-08 2021-05-19
40 ASSOC BANC CORP 5.625% P 2020-06-10 2021-05-19
64 ASSOC BANC CORP 5.875% P 2019-08-08 2021-05-19
214 at&t INC 4.75% PFD P 2020-02-18 2021-05-19
220 AT&T INC 5.0% PFD P 2019-12-06 2021-05-19
48 BANK OF AMERICA CORP 4.125% PFD P 2021-02-02 2021-05-19
41 BANK OF AMERICA CORP 4.375% PFD P 2020-10-28 2021-05-19
171 BANK OF AMERICA CORP 5.0% PFD P 2019-09-12 2021-05-19
97 BANK OF AMERICA CORP 5.375% PFD P 2019-08-08 2021-05-19
67 BANK OF AMERICA CORP 5.875% PFD P 2019-08-08 2021-05-19
2191 BANK OF AMERICA CORP 6.0% PFD P 2019-08-08 2021-04-26
2185 BANK OF AMERICA CORP 6.2% PFD P 2019-08-08 2021-01-29
38 BERKLEY (WR) CORPORATION PFD P 2019-12-10 2021-05-19
44 BERKLEY (WR) CORPORATION PFD 4.25% P 2020-09-17 2021-05-19
3458 BERKLEY (WR) CORPORATION PFD 5.75% PFD P 2019-08-08 2021-05-19
554 BERKLEY (WR) CORPORATION PFD 5.9% PFD P 2019-08-08 2021-03-01
104 CAPITAL ONE FINANCIAL CO 4.8% PFD P 2020-01-29 2021-05-19
243 CAPITAL ONE FINANCIAL CO 5.0% PFD P 2019-09-05 2021-05-19
875 CAPITAL ONE FINANCIAL CO 5.2% PFD P 2019-08-08 2021-12-01
98 CHARLES SCHWAB 5.95% PFD P 2019-08-08 2021-05-19
6530 CHARLES SCHWAB 6.0% PFD P 2015-07-27 2021-05-19
842 CITIGROUP INC 6.3% PFD P 2019-08-08 2021-02-12
265 CITIGROUP INC 6.875% PFD P 2019-08-08 2021-05-19
110 CITIGROUP INC 7.125% PFD P 2019-08-08 2021-05-19
62 CITIZENS FINANCIAL GROUP 5.0% PFD P 2019-10-22 2021-05-19
139 CITIZENS FINANCIAL GROUP 6.350% PFD P 2019-08-08 2021-05-19
71 CMS ENERGY CORP PFD P 2019-08-08 2021-05-19
23 CULLEN/FROST BANKERS INC 4.45% PFD P 2020-11-13 2021-05-19
83 DIGITAL REALTY TRUST INC 5.2% PFD P 2019-10-11 2021-05-19
7265 DOMINION ENERGY INC 5.25% PFD P 2019-08-08 2021-05-19
1719 DTE ENERGY CO 5.375% PFD P 2019-08-08 2021-05-19
30 DTE ENERGY CO 6.0 PFD P 2019-08-08 2021-05-19
48 DUKE ENERGY CORP PFD P 2019-08-08 2021-05-19
68 DUKE ENERGY CORP 5.75% PFD P 2019-08-08 2021-05-19
259 ENBRIDGE INC PFD P 2019-08-08 2021-05-19
115 ENTERGY ARKANSAS LLC PFD P 2019-08-08 2021-05-19
84 ENTERGY LOUISIANA LLC 4.875% PFD P 2019-08-08 2021-05-19
136 ENTERGY MISSISSIPPI LLC 4.9% PFD P 2019-08-08 2021-05-19
821 ENTERGY NEW ORLEANS LLC 5.5% PFD P 2019-08-08 2021-05-19
20 EQUITABLE HOLDINGS INC 5.25% PFD P 2019-11-21 2021-05-19
90 FIFTH THIRD BANCORP 4.95% PFD P 2019-09-13 2021-05-19
73 FIFTH THIRD BANCORP 6.625% PFD P 2019-08-08 2021-05-19
8 FIRST HORIZON CORP 4.7% PFD P 2021-05-07 2021-05-19
21 FIRST REPUBLIC BANK 4.125% PFD P 2020-09-14 2021-05-19
69 FIRST REPUBLIC BANK 4.7% PFD P 2020-01-14 2021-05-19
56 FIRST REPUBLIC BANK 5.125% PFD P 2019-08-08 2021-05-19
98 FIRST REPUBLIC BANK 5.5% PFD P 2019-08-08 2021-05-19
630 GATX CORP 5.625% PFD P 2019-08-08 2021-06-01
101 GEORGIA POWER CO 5.0% PFD P 2019-11-26 2021-05-19
239 GOLDMAN SACHS GROUP INC P 2019-08-08 2021-05-19
248 GOLDMAN SACHS GROUP INC 5.5% PFD P 2019-08-08 2021-05-19
94 GOLDMAN SACHS GROUP INC 6.375% PFD P 2019-08-08 2021-05-19
19 HARTFORD FINL SVCS GRP 6.0% PFD P 2019-08-08 2021-05-19
161 HARTFORD FINL SVCS GRP 7.875% PFD P 2019-08-08 2021-05-19
48 HUNTINGTON BANCSHARES 4.5% PFD P 2021-02-03 2021-05-19
70 JP MORGAN CHASE & CO 4.55% PFD P 2021-03-11 2021-05-19
100 JP MORGAN CHASE & CO 4.75% PFD P 2019-11-04 2021-05-19
128 JP MORGAN CHASE & CO 5.75% PFD P 2019-08-08 2021-05-19
174 JP MORGAN CHASE & CO 6.0% PFD P 2019-08-08 2021-05-19
97 KEYCORP 5.625% PFD P 2019-08-08 2021-05-19
61 KEYCORP 5.65% PFD P 2019-08-08 2021-05-19
228 KEYCORP 6.125% PFD P 2019-08-08 2021-05-19
44 KIMCO REALTY CORP 5.125% PFD P 2019-08-08 2021-05-19
68 KIMCO REALTY CORP 5.25% PFD P 2019-08-08 2021-05-19
199 METLIFE INC 4.75% PFD P 2020-01-08 2021-05-19
252 METLIFE INC 5.625% PFD P 2019-08-08 2021-05-19
228 MLN MORGAN STANLEY P 2019-08-08 2021-05-19
84 MORGAN STANLEY P 2019-08-08 2021-05-19
98 MORGAN STANLEY 5.85% PFD P 2019-08-08 2021-05-19
86 MORGAN STANLEY 6.375% PFD P 2019-08-08 2021-05-19
93 MORGAN STANLEY 6.875% PFD P 2019-08-08 2021-05-19
2014 NATIONAL RETAIL PROP INC 5.2% PFD P 2019-08-08 2021-10-18
767 NATIONAL RURAL UTIL COOP PFD P 2019-08-08 2021-03-29
83 NEXTERA ENERGY CAPITAL PFD P 2019-08-08 2021-05-19
1347 NEXTERA ENERGY CAPITAL PFD 5.25% PFD P 2019-08-08 2021-05-19
91 NORTHERN TRUST CORP 4.7% PFD P 2019-10-30 2021-05-19
182 NY COMMUNITY BANCORP INC 6.375% PFD P 2019-08-08 2021-05-19
136 PEOPLE'S UNITED FIN INC 5.625% PFD P 2019-08-08 2021-05-19
472 PNC FINANCIAL SERVICES 6.125% PFD P 2019-08-08 2021-05-19
26 PRUDENTIAL FINANCIAL INC PFD P 2019-08-08 2021-05-19
141 PRUDENTIAL FINANCIAL INC 4.125% PFD P 2020-08-19 2021-05-19
41 PS BUSINESS PARKS INC 4.875% PFD P 2019-10-29 2021-05-19
84 PS BUSINESS PARKS INC 5.2% PFD P 2019-08-08 2021-05-19
73 PS BUSINESS PARKS INC 5.25% PFD P 2019-08-08 2021-05-19
3 PUBLIC STORAGE 3.9% PFD P 2021-05-14 2021-05-19
60 PUBLIC STORAGE 4.625% PFD P 2020-06-11 2021-05-19
1073 PUBLIC STORAGE 4.9% PFD P 2020-03-20 2021-05-19
37 PUBLIC STORAGE 5.05% PFD P 2019-08-08 2021-05-19
93 PUBLIC STORAGE 5.15% PFD P 2019-08-08 2021-05-19
32 PUBLIC STORAGE 5.6 PFD P 2019-08-08 2021-05-19
24 REGIONS FINANCIAL CORP 4.45% PFD P 2021-04-28 2021-05-19
119 REGIONS FINANCIAL CORP 5.7% PFD P 2019-08-08 2021-05-19
86 REGIONS FINANCIAL CORP 6.375% PFD P 2019-08-08 2021-05-19
69 RENAISSANCERE HOLDINGS 5.75% P 2019-08-08 2021-05-19
40 SOUTHERN CO PFD P 2019-12-18 2021-05-19
1543 SOUTHERN CO PFD 5.25% PFD P 2019-11-26 2021-10-18
83 STATE STREET CORP 5.35% PFD P 2019-08-08 2021-05-19
128 STATE STREET CORP 5.9 PFD P 2019-08-08 2021-05-19
19 STIFEL FINANCIAL CORP 5.2% PFD P 2019-08-08 2021-05-19
22 SVB FINANCIAL GROUP 5.25% PFD P 2020-03-02 2021-05-19
70 SYNOVUS FINANCIAL CORP 5.875% PFD P 2019-08-08 2021-05-19
2109 TRUIST FIN CORP 5.2% PFD P 2019-08-08 2021-03-01
2777 TRUIST FIN CORP 5.625% PFD P 2019-08-08 2021-05-19
79 TRUIST FIN CORP 4.75% PFD P 2020-08-07 2021-05-19
108 TRUIST FIN CORP 5.25% PFD P 2020-05-20 2021-05-19
168 US BANCORP P 2019-08-08 2021-05-19
22 US BANCORP 3.75% PFD P 2020-10-21 2021-05-19
21 US BANCORP 4.0% PFD P 2021-01-27 2021-05-19
57 US BANCORP 5.5% PFD P 2019-08-08 2021-05-19
434 US BANCORP 6.5% PFD P 2019-06-25 2021-05-19
86 VORNADO REALTY TRUST 5.25% PFD P 2019-08-08 2021-05-19
226 VOYA FINANCIAL INC 5.35% PFD P 2019-08-08 2021-05-19
26 WEBSTER FINANCIAL CORP 5.25% PFD P 2019-08-08 2021-05-19
75 AIR PROD & CHEMICALS P 2016-12-27 2021-03-30
37 ALPHABET INC P 2018-11-29 2021-08-02
275 APPLE INC P 2016-12-21 2021-01-06
425 BERKSHIRE HATHAWAY P 2018-11-29 2021-08-02
655 DTE ENERGY CO 6.0% PFD P 2019-08-08 2021-12-15
1451 NEXTERA ENERGY CAPITAL PFD 5.25% PFD P 2019-08-08 2021-12-22
90 ORGANON & CO P 2018-11-29 2021-06-17
475 SCHWAB US LARGE CAP P 2018-11-28 2021-08-02
200 SPDR S&P 500 ETF P 2018-11-28 2021-08-02
25 THERMO FISHER SCIENTIFIC P 2019-09-23 2021-02-05
120 VANGUARD DIVIDEND P 2018-11-28 2021-01-06
(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 11,100     11,100
b 371,789   355,538 16,251
c 269     269
d 161,773   117,518 44,255
e 71,838   163,981 -92,143
150,000   148,788 1,212
14,175   12,252 1,923
395,782   425,000 -29,218
679   651 28
1,236   1,202 34
3,318   3,257 61
1,146   1,095 51
401   395 6
2,688   2,625 63
3,090   2,947 143
6,220   6,188 32
1,974   1,976 -2
6,555   6,314 241
98,631   93,309 5,322
5,672   5,524 148
18,652   19,147 -495
1,113   996 117
1,719   1,711 8
5,394   5,391 3
5,733   5,483 250
1,196   1,202 -6
1,028   1,023 5
4,579   4,276 303
2,629   2,504 125
1,816   1,800 16
54,812   57,952 -3,140
54,625   57,357 -2,732
997   946 51
1,104   1,106 -2
86,508   90,053 -3,545
13,850   15,202 -1,352
2,616   2,595 21
6,249   6,077 172
21,888   22,671 -783
2,473   2,621 -148
163,782   163,784 -2
21,050   22,044 -994
7,377   7,415 -38
3,075   3,143 -68
1,600   1,559 41
3,880   3,748 132
1,907   1,874 33
587   578 9
2,257   2,101 156
181,722   187,174 -5,452
43,036   45,031 -1,995
775   821 -46
1,294   1,286 8
1,883   1,854 29
6,964   6,962 2
2,937   2,975 -38
2,145   2,174 -29
3,455   3,548 -93
20,877   21,929 -1,052
524   498 26
2,402   2,217 185
2,056   2,052 4
201   199 2
523   528 -5
1,769   1,745 24
1,458   1,411 47
2,631   2,561 70
15,750   16,768 -1,018
2,643   2,595 48
5,866   5,091 775
6,651   6,483 168
2,640   2,656 -16
520   518 2
4,284   4,640 -356
1,206   1,201 5
1,776   1,756 20
2,593   2,502 91
3,449   3,468 -19
4,814   4,757 57
2,618   2,533 85
1,628   1,587 41
6,867   6,552 315
1,144   1,099 45
1,798   1,711 87
5,166   4,985 181
6,861   6,779 82
6,517   6,536 -19
2,083   1,828 255
2,781   2,686 95
2,416   2,410 6
2,604   2,616 -12
50,405   50,976 -571
20,233   20,901 -668
2,313   2,215 98
34,125   36,051 -1,926
2,430   2,286 144
5,072   5,126 -54
3,772   3,632 140
12,384   12,819 -435
709   688 21
3,581   3,575 6
1,098   1,025 73
2,217   2,143 74
1,929   1,892 37
75   76 -1
1,581   1,479 102
27,050   24,658 2,392
977   955 22
2,460   2,414 46
889   865 24
586   598 -12
3,307   3,188 119
2,512   2,447 65
1,871   1,798 73
1,064   1,051 13
38,614   39,670 -1,056
2,418   2,224 194
3,642   3,450 192
500   492 8
578   561 17
1,865   1,807 58
52,450   53,100 -650
69,421   74,701 -5,280
2,056   1,999 57
2,973   2,695 278
4,070   3,499 571
526   544 -18
521   519 2
1,592   1,507 85
11,296   11,989 -693
2,263   2,166 97
6,481   5,860 621
665   658 7
21,271   11,043 10,228
99,722   33,973 65,749
35,183   8,055 27,128
118,247   73,286 44,961
16,375   17,923 -1,548
36,275   38,834 -2,559
2,819   2,740 79
71,817   35,672 36,145
87,795   54,608 33,187
12,273   7,262 5,011
16,982   12,806 4,176
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       11,100
b       16,251
c       269
d       44,255
e       -92,143
      1,212
      1,923
      -29,218
      28
      34
      61
      51
      6
      63
      143
      32
      -2
      241
      5,322
      148
      -495
      117
      8
      3
      250
      -6
      5
      303
      125
      16
      -3,140
      -2,732
      51
      -2
      -3,545
      -1,352
      21
      172
      -783
      -148
      -2
      -994
      -38
      -68
      41
      132
      33
      9
      156
      -5,452
      -1,995
      -46
      8
      29
      2
      -38
      -29
      -93
      -1,052
      26
      185
      4
      2
      -5
      24
      47
      70
      -1,018
      48
      775
      168
      -16
      2
      -356
      5
      20
      91
      -19
      57
      85
      41
      315
      45
      87
      181
      82
      -19
      255
      95
      6
      -12
      -571
      -668
      98
      -1,926
      144
      -54
      140
      -435
      21
      6
      73
      74
      37
      -1
      102
      2,392
      22
      46
      24
      -12
      119
      65
      73
      13
      -1,056
      194
      192
      8
      17
      58
      -650
      -5,280
      57
      278
      571
      -18
      2
      85
      -693
      97
      621
      7
      10,228
      65,749
      27,128
      44,961
      -1,548
      -2,559
      79
      36,145
      33,187
      5,011
      4,176
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 2 157,347
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 11,721
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  
3 Add lines 1 and 2........................... 3 20,933
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 20,933
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 14,198
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 12,000
d Backup withholding erroneously withheld ........... 6d 130
7 Total credits and payments. Add lines 6a through 6d.............. 7 26,328
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 104
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 5,291
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet5,291 RefundedBullet 11  
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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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)
    bulletCA
    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 ofbulletMAXINE HANSEN Telephone no.bullet (818) 752-7770

    Located atbullet4383 COLFAX AVENUESTUDIO CITYCA ZIP+4bullet91604
    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
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position
    (c) Compensation
    (If not paid, enter
    -0-)
    (d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACQUELINE AUTRY Chairman
    0.00
    0    
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    DAVID W CARTWRIGHT President
    0.00
    0    
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    STANLEY B SCHNEIDER Treasurer
    0.00
    0    
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    GARY SCHNEIDER Secretary
    0.00
    0    
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    MAXINE HANSEN Asst Secretary
    0.00
    0    
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    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
    20,138,779
    b
    Average of monthly cash balances.......................
    1b
    1,924,836
    c
    Fair market value of all other assets (see instructions)................
    1c
    111,164
    d
    Total (add lines 1a, b, and c).........................
    1d
    22,174,779
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    22,174,779
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    332,622
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    21,842,157
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,092,108
    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
    1,092,108
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    20,933
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,933
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,071,175
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    1,071,175
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    1,071,175
    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 1,071,175
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 26,719
    c From 2018...... 528,085
    d From 2019...... 319,002
    e From 2020...... 41,343
    f Total of lines 3a through e ........ 915,149
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 965,150
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 965,150
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021. 106,025 106,025
    (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 5 809,124
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    809,124
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 448,779
    c Excess from 2019.... 319,002
    d Excess from 2020.... 41,343
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    JACQUELINE AUTRY
    4383 COLFAX AVENUE
    STUDIO CITY,CA91604
    (818) 752-7770
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST ON ORGANIZATION'S LETTERHEAD.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    AUTRY MUSEUM OF THE AMERICAN WEST
    4700 WESTERN HERITAGE WAY
    LOS ANGELES,CA90027
    NONE   GENERAL OPERATING SUPPORT 865,000
    AMERICAN FILM INSTITUTE
    2021 NORTH WESTERN AVENUE
    LOS ANGELES,CA90027
    NONE   GENERAL OPERATING SUPPORT 5,000
    AMERICAN RED CROSS
    6235 RIVER CREST DRIVE SUITE A
    RIVERSIDE,CA92507
    NONE   GENERAL OPERATING SUPPORT 50,000
    THE MIDNIGHT MISSION
    601 SOUTH SAN PEDRO STREET
    LOS ANGELES,CA90014
    NONE   GENERAL OPERATING SUPPORT 10,000
    SHRINERS FOR CHILDREN MEDICAL CENTE
    909 SOUTH FAIR OAKS AVENUE
    PASADENA,CA91105
    NONE   GENERAL OPERATING SUPPORT 25,000
    UNION RESCUE MISSION
    545 SOUTH SAN PEDRO STREET
    LOS ANGELES,CA90013
    NONE   GENERAL OPERATING SUPPORT 10,000
    Total .................................bullet 3a 965,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 ............
            157,347
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aROYALTIES
        15 513,182  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   1,442,125 157,347
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,599,472
    (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: 21013475
    Software Version: 2021v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 5,601 5,601 0 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    300000 AMAZON.COM.INC 305,224 290,975
    350000 COMCAST CORP    
    135000 GENERAL ELECTRIC CAP CORP 137,932 183,986
    500000 GOLDMAN SACHS GROUP INC 491,415 588,175
    350000 INTEL CORP 352,536 366,613
    675000 JP MORGAN CHASE & CO 5.3% 675,000 676,013
    300000 TRUIST FINANCIAL CORP 300,299 289,571
    50000 BANK OF AMERICA 49,640 54,500
    50000 CITIGROUP INC 50,127 56,437
    50000 JP MORGAN CHASE 48,894 53,937

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    732 ALGONQUIN POWER & UTILITY PFD 19,552 19,910
    3943 ARCH CAPITAL GROUP LTD. 5.25%    
    4851 ARCH CAPITAL GROUP LTD. 5.45% 123,494 124,768
    4156 ENBRIDGE INC PFD 111,717 111,090
    2131 RENAISSANCERE HOLDING 5.75% 55,520 56,237
    739 AFFILIATED MANAGERS GROUP PFD 19,258 19,946
    1651 AFFILIATED MANAGERS GROUP 4.75% PFD 41,337 43,454
    2078 ALABAMA POWER CO 5.0% 54,145 53,696
    380 THE ALLSTATE CORP 5.1% PFD 10,021 10,036
    2348 THE ALLSTATE CORP PFD 4.750% 59,584 62,762
    3115 THE ALLSTATE CORP PFD 5.10% 78,165 84,479
    4159 THE ALLSTATE CORP PFD 5.625% 112,874 109,506
    1548 AMERICAN FINANCIAL GROUP PFD 41,328 42,307
    4316 AMERICAN INTL GROUP PFD 5.85% 114,981 116,920
    745 ASSOC BANC-CORP 5.375%    
    781 ASSOC BANC-CORP 5.625% PFD 19,442 21,446
    1677 ASSOC BANC-CORP 5.875% 44,959 45,162
    4861 AT&T R706 4.75% PFD 122,495 127,650
    4649 AT&T 5.0% PFD 115,875 124,593
    2488 BANK OF AMERICA 4.375% 62,066 63,643
    3088 BANK OF AMERICA 5.0% PFD 77,225 82,079
    2237 BANK OF AMERICA 5.375% 57,987 59,996
    1339 BANK OF AMERICA 5.875% 35,483 35,256
    2191 BANK OF AMERICA 6.00%    
    BANK OF AMERICA 6.2%    
    776 W.R BERKLEY CORPORATION 19,313 21,138
    807 W.R. BERKLEY CORPORATION 4.25%PFD 20,286 21,377
    W.R. BERKLEY CORPORATION 5.75% PFD    
    W.R. BERKLEY CORPORATION 5.9% PFD    
    2422 CAPITAL ONE FIN CORP 4.8% PFD 60,443 63,020
    6070 CAPITAL ONE FIN CORP 5.0% PFD 151,949 162,372
    CAPITAL ONE FIN CORP 5.2% PFD    
    2097 THE CHARLES SCHWAB 5.95 PFD 56,086 53,431
    6530 CHARLES SCHWAB 6% PFD    
    CITIGROUP INC 6.3% PFD    
    4762 CITIGROUP INC 6.875% 133,240 131,622
    2548 CITIGROUP INC 7.125% PFD 71,615 69,713
    4079 CITIZENS FINANCIAL GROUP 5.0% PFD 129,587 135,368
    2771 CITIZENS FINANCIAL GROUP 6.35% PFD 74,721 76,396
    1394 CMS ENERGY CORP 36,803 36,843
    1676 CULLEN/FROST BANKERS INC 4.45% 42,137 43,744
    DOMINION ENERGY INC 5.25%    
    1459 DTE ENERGY CO 5.25% 38,653 37,701
    DTE ENERGY CO 5.375% PFD    
    DTE ENERGY CO 6.0% PFD    
    694 DUKE ENERGY CORP 5.325% PFD 18,592 18,544
    1459 DUKE ENERGY CORP 5.75% PFD 39,776 39,918
    1367 ENTERGY ARKANSAS LLC 35,365 34,968
    1403 ENTERGY LOUISIANA LLC 4.875% PFD 36,307 35,496
    2130 ENTERGY MISSISSIPPI LLC 4.9% PFD 55,565 54,059
    ENTERGY NEW ORLEANS LLC 5.5% PFD    
    1628 EQUITABLE HOLDINGS 5.25% PFD 41,865 43,142
    3929 FIFTH THIRD BANCORP 4.95% PFD 91,092 103,843
    2192 FIFTH THIRD BANCORP 6.625% PFD 61,353 61,025
    1631 FIRST REPUBLIC BANK 4.125% PFD 40,842 41,281
    1572 FIRST REPUBLIC BANK 4.7% PFD 39,847 42,271
    1101 FIRST REPUBLIC BANK 5.125% PFD 27,733 28,120
    2282 FIRST REPUBLIC BANK 5.5% PFD 59,596 61,545
    GATX CORP 5.625% PFD    
    1424 GEORGIA POWER CO 5.0% 37,000 36,853
    4733 GOLDMAN SACHS GROUP INC SER D 4% 100,810 120,360
    6099 GOLDMAN SACHS GROUP INC 5.5% PFD 159,445 161,319
    2077 GOLDMAN SACHS GROUP INC 6.375% PFD 58,692 58,509
    1484 THE HARTFORD FINL SVCS GRP 6.0% PFD 40,439 39,949
    2791 THE HARTFORD FINL SVCS GRP 7.875% 80,433 71,031
    2326 JP MORGAN CHASE 4.75% PFD 58,635 61,267
    2106 JP MORGAN CHASE 5.75% PFD 57,064 56,609
    4410 JP MORGAN CHASE 6.0% PFD 118,895 120,173
    2431 KEYCORP 5.625% PFD 62,476 66,172
    1423 KEYCORP 5.65% PFD 37,010 37,909
    4930 KEYCORP 6.125% PFD 141,666 149,083
    4916 METLIFE INC 4.75% PFD 118,337 125,850
    5574 METLIFE INC 5.625% 149,952 147,154
    1854 MORGAN STANLEY 4.0% PFD 40,356 46,535
    3874 MORGAN STANLEY SER E 111,054 107,116
    3192 MORGAN STANLEY 4.875% PFD 81,792 84,428
    2227 MORGAN STANLEY 5.85% PFD 61,034 64,783
    1700 MORGAN STANLEY 6.375% 35,395 47,940
    1632 MORGAN STANLEY 6.875% PFD 45,906 45,223
    NATIONAL RURAL UTIL COOP    
    1449 NEXTERA ENERGY 5.65% PFD 38,672 40,239
    2798 NEXTERA ENERGY CAPITAL 5.25% PFD    
    1559 NORTHERN TRUST CORP 4.1% PFD 39,160 42,264
    4047 NY COMMUNITY BANCORP INC 6.375% PD 113,981 114,813
    2750 PEOPLE'S UNITED FIN INC 5.625% PFD 73,455 76,588
    9547 PNC FINANCIAL SERVICES 6.125% PFD 259,300 245,740
    714 PRUDENTIAL FINANCIAL INC 5.625% PFD 18,900 19,392
    2411 PRUDENTIAL FINANCIAL INC 4.125% PFD 61,135 62,782
    1375 PUBLIC STORAGE 5.15% PFD 35,689 35,310
    2175 REGIONS FINANCIAL CORP 5.7% PFD 58,259 62,858
    2503 REGIONS FINANCIAL CORP 6.375% PFD 71,218 72,362
    698 SOUTHERN CO. 5.25% PFD 18,336 18,302
    1543 SOUTHERN CO 5.25% PFD    
    3452 STATE STREET CORP 5.35% PFD 83,938 98,762
    2454 STATE STREET CORP 5.9% PFD 66,148 67,019
    704 STIFEL FINANCIAL CORP 5.28% PFD 18,212 18,360
    2297 STIFEL FINANCIAL CORP 6.125% PFD 59,175 62,318
    2358 SVB FINANCIAL GROUP 5.25% PFD 60,632 63,359
    2209 SYNOVUS FINANCIAL CORP 5.875% PFD 57,024 59,643
    4753 TRUIST FNL CORP 4.75% PFD 121,179 126,382
    TRUIST FNL CORP 5.2% PFD    
    2295 TRUIST FNL CORP 5.25% PFD 57,270 63,755
    2777 TRUIST FNL CORP 5.625% PFD    
    3344 US BANCORP SER B 5.56% PFD 69,647 82,998
    1685 US BANCORP 3.75% 41,678 40,373
    1472 US BANCORP SER K 5.5% 39,511 39,037
    7610 US BANCORP 6.5% PFD 210,229 190,250
    4682 VOYA FINANCIAL INC 5.35% 115,541 131,586
    2794 WEBSTER FINANCIAL CORP 5.25% 70,713 72,392
    1566 DIGITAL RLTY TR 5.2% PFD 39,641 41,937
    1707 KIMCO REALTY CORP 5.125% PFD 40,674 43,597
    1677 KIMCO REALTY CORP 5.25% PFD 42,193 43,719
    NATIONAL RETAIL PROP INC 5.2% PFD    
    1579 PS BUSINESS PARKS INC 4.875% PFD 39,247 42,728
    1415 PS BUSINESS PARKS INC 5.2% PFD 36,101 36,917
    1404 PS BUSINESS PARKS INC 5.25% PFD 36,382 36,209
    1591 PUBLIC STORAGE 4.625% PFD 39,214 42,607
    1640 PUBLIC STORAGE 4.9% PFD    
    1154 PUBLIC STORAGE 5.05% 29,605 29,612
    720 PUBLIC STORAGE 5.6% PFD 19,454 19,570
    1422 VORNANDO REALTY TR 5.25% SER M PFD 36,255 36,346
    2013 VORNANDO REALTY TR 5.25% SER N PFD 50,347 53,324
    24508 UBS E-TRACS ALERIAN MLP 541,186 377,178
    81321.11 PIMCO COMMODITY REAL RE 451,854 516,389
    300 ACCENTURE PLC 44,272 124,365
    50 ADOBE INC 23,161 28,353
    575 AIR PRODUCTS 84,187 174,949
    50 ALPHABET CLASS A 41,676 144,852
    13 ALPHABET CLASS C 14,073 37,617
    50 AMAZON.COM INC 38,415 166,717
    200 AMGEN INC 29,836 44,994
    1325 APPLE INC 38,775 235,280
    1350 BANK OF AMERICA CORP 30,242 60,062
    BERKSHIRE HATHAWAY    
    225 CHARLES SCHWAB 10,061 18,923
    300 CHEVRON CORP. 36,029 35,205
    650 CISCO SYSTEMS 30,124 41,191
    975 COLGATE-PALMOLIVE 62,903 83,207
    200 COSTCO WHOLESALE CO 37,316 113,540
    150 DOMINION ENERGY INC 11,057 11,784
    384 DUPONT DENEMOURS, INC 32,236 31,020
    1125 EMERSON ELECTRIC CO 64,142 104,591
    475 EOG RESOURCES INC 60,578 42,194
    750 EXXON MOBIL CORP 62,350 45,893
    425 META PLATFORMS INC 50,485 142,949
    400 GENUINE PARTS CO 35,749 56,080
    50 HOME DEPOT 8,805 20,751
    462 JP MORGAN CHASE & CO 41,268 73,158
    75 JOHNSON & JOHNSON 10,950 12,830
    1750 KINDER MORGAN, INC 32,957 27,755
    175 L3HARRIS TECHNOLOGIES 37,047 37,317
    63 MC DONALDS CORP 11,983 16,888
    900 MERCK & CO., INC 55,333 68,976
    500 MICROSOFT 54,000 168,160
    100 NESTLE S A 8,537 14,037
    400 NEXTERA ENERGY INC 17,643 37,344
    138 PAYPAL HOLDINGS INC 11,624 26,024
    75 PEPSICO INC 8,894 13,028
    1050 ROCHE 29,881 54,275
    100 STARBUCKS CORP 8,670 11,697
    825 STERICYCLE INC 63,852 49,203
    425 STRYKER CORP 54,075 113,654
    187 TAIWAN SEMICONDUCTOR 7,107 22,498
    100 THERMO FISHER SCIENTIFIC 29,047 66,724
    225 TJX COMPANIES 10,589 17,082
    75 UNION PACIFIC CORP 11,274 18,895
    275 UNITED HEALTH GRP INC 47,542 138,088
    1175 VERIZON COMMUNICATION 58,851 61,053
    475 VISA INC 38,782 102,937
    1220 VODAFONE GROUP 30,209 17,916
    325 ZOETIS INC. 28,392 79,310
    2209031 TELECENTRIS, INC. 2,880,000 1
    1717 ARCH CPITAL GRP 4.55% PFD 42,970 44,402
    1704 BANK OF AMERICA 4.25% PFD 42,583 43,230
    1670 CHARLES SCHWAB 4.45% PFD 42,514 43,604
    375 CONSTELLATION BRAND 83,415 94,114
    100 DOCUSIGN 20,785 15,231
    300 DOLLAR GENERAL CORP 60,059 70,749
    525 EDWARDS LIFESCIENCES 44,975 68,014
    860 EQUITABLE 4.3% PFD 21,510 21,715
    851 FIRST HORIZON 4.7% PFD 21,195 21,513
    3309 JP MORGAN CHASE 4.55% PFD 83,024 86,398
    1705 JP MORGAN CHASE 4.2% PFD 42,760 43,512
    851 MORGAN STANLEY 4.25% PFD 21,207 21,471
    814 PUBLIC STORAGE 3.9% PFD 20,554 20,431
    1701 REGIONS FINANCILA 4.45% PFD 42,389 43,205
    856 RENAISSANCERE 4.2% PFD 21,706 21,546
    175 ROPER TECHNOLOGIES 85,555 86,076
    1550 TRUIST FINL CORP 84,267 90,753
    1707 US BANCORP 4.0% PFD 42,210 43,033
    475 UBER TECHNOLOGIES INC 26,633 19,917
    3531.438 T ROWE PRICE EUROPEAN 100,000 95,384
    3363 BANK OF AMERICA 4.125% PFD 84,175 85,454
    857 CMS ENERGY CORP 4.2% PFD 21,579 21,425
    861 GLOBE LIFE INC 4.25% PFD 21,852 22,300
    3349 HUNTINGTON BANK 4.5% PFD 83,826 88,012
    1719 PUBLIC STORAGE 4.0% PFD 43,029 43,130

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    962,084
    State & Local Government Securities - End of Year Fair Market Value:


    1,191,385


    TY 2021 InvestmentsOtherSchedule2
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    14671.237 PIMCO ALL ASSET INSTL CL AT COST 165,987 187,352
    2125 VANGUARD FTSE DEVELOPED AT COST 79,998 108,502
    3000 VANGUARD FTSE EMERGING AT COST 110,540 148,380
    925 VANGUARD REIT ETF AT COST 72,012 107,309
    4750 ISHARES GOLD ETF AT COST 109,143 165,347
    26495.409 PIMCO INCM INST AT COST 312,781 316,355
    350 ISHARES CORE S&P SMALL AT COST    
    475 SCHWAB US LARGE CAP AT COST    
    25 SPDR S&P MIDCAP 400 AT COST 8,870 12,942
    SPDR S&P 500 ETF AT COST    
    120 VANGUARD DIVIDEND APPRECIATION ETF AT COST    
    101 VANGUARD MID CAP ETF AT COST 15,453 25,732
    8355.153 FRANKLIN CONVERTIBLE AT COST 150,000 207,876
    39180.882 INVESCO STEELPATH MLP AT COST 416,352 184,150
    1695 ISHARES RUSSELL 1000 GROWTH ETF AT COST 299,744 517,975
    4416 ISHARES SELECT DIVIDEND ETF AT COST 484,150 541,357
    63582.706 PIMCO LOW DURATION FD AT COST 628,316 623,111
    100962.801 PRINCIPAL HIGH YIELD-R6 AT COST 686,245 734,000
    TCW EMRG MKTS INCM AT COST    
    4000 INVESCO PREFERRED ETF AT COST 59,472 60,000

    TY 2021 LandEtcSchedule2
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Miscellaneous 1,644,065 1,644,065    


    TY 2021 OtherAssetsSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TANGIBLE PERSONAL PROPERTY 110,000 110,000 110,000


    TY 2021 OtherExpensesSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ROYALTIES PAID 1,938 1,938    


    TY 2021 OtherIncomeSchedule2
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTIES 513,182 513,182  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CHARLES SCHWAB ADVISORY FEES 11,708 11,708 0 0
    INVESTMENT FEES 15 15 0 0
    WELLS FARGO FEES 73,126 73,126 0 0


    TY 2021 TaxesSchedule
    Name:
    AUTRY FOUNDATION
    EIN:
    23-7433359
    Software ID:
    21013475
    Software Version:
    2021v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 21,037      
    FOREIGN TAX 1,143 1,143    
    REGISTRATION RENEWAL FEE 150     150