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
EDMONDS FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)52112 IRON FORGE LANE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GRANGER, IN46530
A Employer identification number

81-0759168
B Telephone number (see instructions)

(574) 272-3805
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$86,244,167
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) 80,196,012
2 Check bullet.............
3 Interest on savings and temporary cash investments 20 20  
4 Dividends and interest from securities... 118,863 118,863  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 472,118
b Gross sales price for all assets on line 6a 764,524
7 Capital gain net income (from Part IV, line 2)... 472,118
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)....... 937 937  
12 Total. Add lines 1 through 11........ 80,787,950 591,938  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 2,500 1,250   1,250
c Other professional fees (attach schedule).... 11,158 11,158   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 18,132 2,243   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 5,809 5,809   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,599 20,460   1,250
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 37,599 20,460   1,250
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,750,351
b Net investment income (if negative, enter -0-) 571,478
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......... 55,254 63,279,815 63,279,815
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,868,475 Click to see attachment10,722,008 21,000,565
c Investments—corporate bonds (attach schedule)....... 1,348,552 Click to see attachment1,482,405 1,497,378
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 196,442 Click to see attachment456,546 466,409
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 4,468,723 75,940,774 86,244,167
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 4,468,723 75,940,774
29 Total net assets or fund balances (see instructions)..... 4,468,723 75,940,774
30 Total liabilities and net assets/fund balances (see instructions). 4,468,723 75,940,774
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
4,468,723
2
Enter amount from Part I, line 27a .....................
2
80,750,351
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
965
4
Add lines 1, 2, and 3 ..........................
4
85,220,039
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,279,265
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
75,940,774
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 PUBLICLY TRADED SECURITIES      
b CAPITAL GAINS DIVIDENDS P    
c
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 755,497   292,406 463,091
b 9,027     9,027
c
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       463,091
b       9,027
c
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 2 472,118
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 7,944
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 7,944
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,680
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 60,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,680
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 61,736
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet61,736 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletSHARON EDMONDS Telephone no.bullet (574) 272-3805

    Located atbullet52112 IRON FORGE LANEGRANGERIN ZIP+4bullet46530
    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
    MATTHEW EDMONDS PRESIDENT
    1.00
    0 0 0
    52112 IRON FORGE LANE
    GRANGER,IN46530
    SHARON EDMONDS TREASURER
    1.00
    0 0 0
    52112 IRON FORGE LANE
    GRANGER,IN46530
    CAITLYN HADDENHORST SECRETARY
    1.00
    0 0 0
    52112 IRON FORGE LANE
    GRANGER,IN46530
    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
    6,365,709
    b
    Average of monthly cash balances.......................
    1b
    2,683,480
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,049,189
    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
    9,049,189
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    135,738
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    8,913,451
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    445,673
    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
    445,673
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,944
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,944
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    437,729
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    437,729
    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
    437,729
    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 7 437,729
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 80,485
    e From 2020......  
    f Total of lines 3a through e ........ 80,485
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,250
    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..... 1,250
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 80,485 80,485
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
    0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
    0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    355,994
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
    0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MATTHEW EDMONDS
    SHARON EDMONDS
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    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 20  
    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 ............
        18 472,118  
    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) .. 0 591,938 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    591,938
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

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

    81-0759168
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    EDMONDS FAMILY FOUNDATION INC
     
    Employer identification number
    81-0759168
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    MATTHEW AND SHARON EDMONDS
    52112 IRON FORGE LANE
     
    GRANGER, IN46530

    $ 80,196,012


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

    $  


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

    $  


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

    $  


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

    $  


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

    $  


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

    81-0759168
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
    1
    PUBLICLY TRADED SECURITIES $ 17,177,623 2021-12-31
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    EDMONDS FAMILY FOUNDATION INC
     
    Employer identification number

    81-0759168
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 2,500 1,250   1,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Name of Bond End of Year Book Value End of Year Fair Market Value
    GS HIGH YIELD FLOATING RATE FUND CLASS P 265,668 261,506
    GS HIGH YIELD FUND CLASS P 262,686 262,596
    GS SHORT DURATION BOND FUND CLASS P 954,051 973,276

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Name of Stock End of Year Book Value End of Year Fair Market Value
    GS GQG PARTNERS INTERNATIONAL OPPORTUNITIES FU CLASS P 231,067 255,933
    ISHARES MSCI EAFE INTERNATIONAL INDEX FUND K SHARES 219,403 250,526
    ISHARES RUSSELL 2000 ETF 257,159 394,849
    ISHARES S&P 500 INDEX FUND CLASS G 1,172,155 2,180,454
    SPDR DJ WILSHIRE GLOBAL REAL ESTATE ETF EXCHANGE TRADED FUND 193,957 237,200
    STATE STREET EMERGING MARKETS EQUITY INDEX FUND K CLASS 148,121 180,180
    STATE STREET HEDGED INTERNATIONAL DEVELOPED EQUITY INDEX FUND CLASS K 177,140 234,304
    3M COMPANY CMN 2,631 3,553
    ABB LTD SPONSORED ADR CMN 13,933 30,918
    ABBOTT LABORATORIES CMN 35,846 132,577
    ABBVIE INC CMN 83,536 189,560
    ACADIA HEALTHCARE COMPANY INC CMN 30,991 72,961
    ACCURAY INCORPORATED CMN 15,113 26,316
    ACTIVISION BLIZZARD, INC CMN 2,743 4,990
    ADOBE INC CMN 30,344 69,181
    ADVANCED MICRO DEVICES, INC. CMN 8,643 30,219
    AEGON N V AMER REG ADR CMN 8,134 17,117
    AERCAP HOLDINGS NV ORD CMN 36,185 79,027
    AGILENT TECHNOLOGIES, INC. CMN 5,169 13,570
    AIR PRODUCTS & CHEMICALS INC CMN 29,614 45,639
    ALCON, INC. CMN 10,471 24,132
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 31,716 80,489
    ALIGN TECHNOLOGY, INC CMN 2,245 9,858
    ALPHABET INC. CMN CLASS A 56,113 191,205
    ALPHABET INC. CMN CLASS C 8,033 28,936
    AMAZON.COM INC CMN 211,626 463,473
    AMDOCS LIMITED ORDINARY SHARES 6,732 10,103
    AMERICAN EXPRESS CO. CMN 14,265 31,902
    AMERICAN TOWER CORPORATION CMN 13,241 23,108
    AMGEN INC. CMN 61,935 97,862
    ANALOG DEVICES, INC. CMN 50,457 190,535
    ANHEUSER-BUSCH INBEV SPONSORED ADR CMN 16,228 23,615
    APOLLO GLOBAL MANAGEMENT INC CMN CLASS A 7,838 11,951
    APPLE INC. CMN 388,247 620,607
    ARCELORMITTAL SA CMN 10,103 33,103
    ARCHER-DANIELS-MIDLAND COMPANY CMN 11,053 22,981
    ARES MANAGEMENT CORPORATION CMN CLASS A 5,147 10,565
    ASML HOLDING N.V. ADR CMN 40,448 138,528
    ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 40,793 90,113
    ATRICURE, INC CMN 10,128 36,851
    AUTODESK, INC. CMN 1,547 4,218
    AVALONBAY COMMUNITIES INC CMN 48,493 81,587
    AVANOS MEDICAL INC CMN 7,759 9,777
    AVERY DENNISON CORPORATION CMN 41,307 97,240
    BABCOCK & WILCOX ENTERPRISES, CMN 5,764 13,124
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 11,239 24,566
    BANCO SANTANDER, S.A. SPON ADR 6,333 9,801
    BANK OF AMERICA CORP CMN 18,299 63,888
    BANKUNITED INC CMN 27,110 52,930
    BARCLAYS PLC,AMER DEP SHS ADR CMN 16,976 40,055
    BERKSHIRE HATHAWAY INC. CLASS B 49,506 104,949
    BHP GROUP LTD SPONSORED ADR CMN 7,885 12,070
    BHP GROUP PLC SPONSORED ADR CMN 9,064 14,943
    BLACKROCK, INC. CMN 50,113 155,645
    BLOOM ENERGY CORP CMN CLASS A 6,106 20,592
    BOEING COMPANY CMN 27,196 55,363
    BOX, INC. CMN CLASS A 21,801 33,785
    BREAD FINANCIAL HOLDINGS INC CMN 10,524 28,292
    BRISTOL-MYERS SQUIBB COMPANY CMN 19,167 24,317
    BROADCOM INC. CMN 37,040 79,849
    BUNGE LIMITED ORD CMN 9,291 27,541
    CAMDEN PROPERTY TRUST CMN 34,557 69,149
    CANON INC ADR SPONSORED ADR CMN 6,029 8,673
    CAPITAL ONE FINANCIAL CORP CMN 31,819 60,648
    CARRIER GLOBAL CORPORATION CMN 2,400 9,221
    CEMEX, S.A.B. DE C.V. SPONSORED ADR CMN 4,724 16,591
    CF INDUSTRIES HOLDINGS, INC. CMN 4,506 13,094
    CHARLES RIV LABS INTL INC CMN 8,657 39,939
    CHARLES SCHWAB CORPORATION CMN 1,725 5,467
    CHARTER COMMUNICATIONS, INC. CMN 36,957 82,800
    CHENIERE ENERGY, INC. CMN 1,332 3,550
    CHEVRON CORPORATION CMN 3,548 4,694
    CHIPOTLE MEXICAN GRILL, INC. CMN 4,221 15,734
    CHUBB LIMITED CMN 17,998 35,762
    CIENA CORPORATION CMN 40,750 134,236
    CIGNA CORP CMN 41,678 57,178
    CISCO SYSTEMS, INC. CMN 28,392 67,806
    CITIGROUP INC. CMN 10,410 18,117
    CITIZENS FINANCIAL GROUP, INC. CMN 60,575 147,893
    CLEAN HARBORS INC CMN 19,541 40,806
    CLEVELAND-CLIFFS INC. CMN 18,437 55,230
    CME GROUP INC. CMN CLASS A 5,283 7,996
    COCA-COLA COMPANY (THE) CMN 24,039 39,730
    COCA-COLA EUROPEAN PARTNERS PL CMN 6,992 12,305
    COGNYTE SOFTWARE LTD CMN 3,161 4,074
    COMCAST CORPORATION CMN CLASS A VOTING 46,172 66,939
    COMERICA INCORPORATED CMN 38,136 71,079
    CONAGRA BRANDS INC CMN 5,055 8,196
    CONDUENT INCORPORATED CMN 14,476 25,397
    CONOCOPHILLIPS CMN 12,286 27,934
    CORNING INCORPORATED CMN 9,578 19,173
    CORTEVA, INC. CMN 2,561 5,532
    COUPA SOFTWARE INCORPORATED CMN 18,785 23,708
    CREDIT SUISSE GROUP SPON ADR SPONSORED ADR CMN 13,574 16,619
    CRH PLC SPON ADR ADR CMN 7,085 16,896
    CRITEO SPONSORED ADR CMN 42,929 120,769
    CROWN CASTLE INTL CORP CMN 19,831 53,229
    CROWN HOLDINGS INC CMN 48,757 115,155
    CUBESMART CMN 27,627 55,203
    CYRUSONE INC. CMN 4,240 10,318
    D.R. HORTON, INC. CMN 8,347 32,535
    DATADOG, INC. CMN CLASS A 22,241 45,596
    DENTSPLY SIRONA INC CMN 35,784 45,804
    DEUTSCHE BANK AG CMN 2,331 3,188
    DEVON ENERGY CORPORATION (NEW) CMN 16,621 60,128
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 31,438 71,986
    DIAMONDBACK ENERGY INC CMN 1,990 4,314
    DIGITAL REALTY TRUST, INC. CMN 26,809 38,558
    DUKE ENERGY CORPORATION CMN 67,217 96,508
    DUKE REALTY CORPORATION CMN 34,788 89,270
    DXC TECHNOLOGY COMPANY CMN 3,793 13,842
    EASTGROUP PROPERTIES INC CMN 36,565 61,064
    EASTMAN CHEMICAL COMPANY CMN 2,651 6,046
    EATON CORP PLC CMN 36,945 170,228
    EDWARDS LIFESCIENCES CORPORATI CMN 66,767 113,356
    ELANCO ANIMAL HEALTH INCORPORA CMN 8,682 11,636
    ENTEGRIS, INC. CMN 18,321 26,469
    ENTERGY CORPORATION CMN 22,733 47,313
    EOG RESOURCES INC CMN 32,132 64,491
    EQUINIX, INC. REIT 100,981 222,456
    EQUINOR ASA SPONSORED ADR CMN 4,012 10,927
    EQUITY LIFESTYLE PROPERTIES, I CMN 28,467 55,752
    EQUITY RESIDENTIAL CMN 28,842 47,965
    ERICSSON AMERICAN ADR CMN CLASS B 7,803 15,381
    EXELON CORPORATION CMN 6,019 12,707
    EXTRA SPACE STORAGE INC. CMN 8,641 19,499
    EXXON MOBIL CORPORATION CMN 12,123 22,028
    FASTENAL COMPANY CMN 9,952 22,421
    FERRARI N.V. CMN 782 1,294
    FLEX LTD. CMN 38,585 63,055
    FLOWERS FOODS, INC. CMN 2,331 4,121
    FLOWSERVE CORPORATION CMN 5,978 9,027
    GARMIN LTD CMN 6,472 21,787
    GENERAL MILLS INC CMN 24,373 38,744
    GENMAB A/S SPONSORED ADR CMN 3,411 5,934
    HAIN CELESTIAL GROUP, INC. (TH CMN 18,814 46,360
    HALLIBURTON COMPANY CMN 2,068 5,718
    HASBRO, INC. CMN 6,431 14,758
    HCA HEALTHCARE, INC CMN 4,480 17,984
    HEALTHPEAK PROPERTIES INC CMN 38,245 55,434
    HENRY SCHEIN INC COMMON STOCK 28,391 41,168
    HESS CORPORATION CMN 2,754 5,552
    HONDA MTR LTD (AMER SHS) ADR CMN 10,973 14,510
    HONEYWELL INTL INC CMN 17,341 39,617
    HP INC. CMN 8,929 26,557
    HSBC HOLDINGS PLC SPONSORED ADR CMN 15,591 22,673
    HUMANA INC. CMN 8,227 23,193
    IDEX CORPORATION COMMON STOCK 4,064 8,271
    IHS MARKIT LTD CMN 14,917 36,553
    II-VI INC CMN 11,938 23,506
    ILLINOIS TOOL WORKS CMN 7,246 22,212
    ILLUMINA, INC CMN 4,934 11,413
    IMPINJ, INC. CMN 1,205 4,701
    INFINERA CORPORATION CMN 11,379 27,322
    ING GROEP N.V. SPONS ADR SPONSORED ADR CMN 9,752 26,239
    INTEL CORPORATION CMN 9,372 16,480
    INTERNATIONAL GAME TECHNOLOGY PLC CMN 34,034 82,394
    INTERNATIONAL PAPER CO. CMN 65,686 95,886
    INTERPUBLIC GROUP COS CMN 28,238 61,980
    INTUITIVE SURGICAL, INC. CMN 33,524 76,531
    INVESCO LTD. CMN 38,920 95,648
    INVITATION HOMES INC. CMN 44,177 77,894
    ITRON, INC. CMN 33,479 48,238
    JAMES HARDIE INDUSTRIES PLC SPONSORED ADR CMN 3,131 12,207
    JOHNSON & JOHNSON CMN 18,499 32,503
    JPMORGAN CHASE & CO CMN 55,773 106,886
    KBR, INC. CMN 30,971 89,668
    KINDER MORGAN INC CMN CLASS P 6,701 8,644
    KKR & CO. INC. CMN 13,138 50,958
    KONINKLIJKE PHILIPS N.V. ADR CMN 6,087 9,028
    LAM RESEARCH CORPORATION CMN 11,674 32,362
    LENNAR CORPORATION CMN CLASS A 15,182 47,277
    LINCOLN NATL.CORP.INC. CMN 9,638 33,789
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 15,438 26,622
    LOCKHEED MARTIN CORPORATION CMN 58,466 117,641
    LOGITECH INTERNATIONAL S.A. ORD CMN 4,777 9,485
    LOWES COMPANIES INC CMN 13,276 52,988
    LOYALTY VENTURES INC CMN 3,031 5,112
    MACOM TECHNOLOGY SOLUTIONS CMN 11,583 22,081
    MAGNA INTERNATIONAL INC. CMN 31,528 57,467
    MANDIANT INC/SH CMN 18,248 26,240
    MARATHON PETROLEUM CORPORATION CMN 5,487 11,710
    MARSH & MCLENNAN CO INC CMN 11,964 26,073
    MASTERCARD INCORPORATED CMN CLASS A 70,713 103,843
    MATCH GROUP, INC. CMN 48,056 61,100
    MC DONALDS CORP CMN 46,227 134,035
    MEDTRONIC PUBLIC LIMITED COMPA CMN 59,799 90,002
    MERCK & CO., INC. CMN 57,458 90,052
    MERCURY GENERAL CORPORATION CMN 10,142 14,326
    MERCURY SYSTEMS INC CMN 1,784 2,863
    META PLATFORMS INC-CLASS A CMN CLASS A 85,460 261,680
    MICROSOFT CORPORATION CMN 265,104 639,008
    MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN 18,271 24,264
    MOLINA HEALTHCARE, INC. CMN 17,271 62,980
    MORGAN STANLEY CMN 44,454 100,614
    NATIONAL INSTRUMENTS CORP CMN 9,855 17,250
    NATWEST GROUP PLC ADR CMN 5,724 13,259
    NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) 6,390 17,903
    NETAPP, INC. CMN 29,658 63,933
    NETFLIX, INC. CMN 71,045 138,561
    NEW RELIC, INC. CMN 9,590 19,023
    NEWMONT CORP CMN 6,718 11,164
    NIKE CLASS-B CMN CLASS B 50,599 107,169
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 4,658 9,027
    NOKIA CORPORATION SPONSORED ADR CMN 4,194 9,579
    NOMURA HOLDINGS, INC. SPONSORED ADR CMN 5,925 7,989
    NORFOLK SOUTHERN CORP CMN 23,791 56,565
    NORTONLIFELOCK IN CMN 46,357 77,161
    NOVARTIS AG-ADR SPONSORED ADR CMN 75,374 121,496
    NOVO-NORDISK A/S ADR ADR CMN 36,868 105,840
    NUCOR CORPORATION CMN 9,335 37,670
    NVENT ELECTRIC PUBLIC LIMITED COMPANY 295 760
    NVIDIA CORPORATION CMN 5,305 23,529
    NXP SEMICONDUCTORS N.V. CMN 18,477 54,212
    OCCIDENTAL PETROLEUM CORP CMN 2,518 7,392
    ODP CORP/THE CMN 14,937 23,529
    OLD REPUBLIC INTL CORP CMN 12,870 24,580
    ONEOK INC CMN 3,326 7,345
    ONESPAN, INC. CMN 12,483 15,914
    ORACLE CORPORATION CMN 56,192 100,553
    ORGANON & CO CMN 95 122
    ORMAT TECHNOLOGIES, INC. CMN 23,672 36,716
    OSI SYSTEMS, INC. CMN 19,457 28,799
    OTIS WORLDWIDE CORPORATION CMN 3,357 7,401
    PANASONIC CORPORATION ADR CMN 1,443 2,197
    PARAMOUNT GLOBAL CMN CLASS B 8,390 16,599
    PARKER-HANNIFIN CORP. CMN 15,932 47,718
    PATTERSON COMPANIES INC CMN 16,787 24,155
    PAYCHEX, INC. CMN 54,294 182,228
    PAYCOM SOFTWARE, INC. CMN 26,236 39,028
    PENSKE AUTOMOTIVE GROUP, INC. CMN 6,824 25,197
    PEPSICO, INC. CMN 63,662 138,968
    PETROLEO BRASILEIRO S A PETROB SPONSORED ADR CMN 1,201 2,317
    PETROLEO BRASILEIRO S.A. SPON ADR 1,592 2,861
    PFIZER INC. CMN 121,182 271,158
    PHILIP MORRIS INTL INC CMN 41,481 59,375
    PHILLIPS 66 CMN 6,565 9,058
    PIONEER NATURAL RESOURCES CO CMN 2,356 8,185
    PNC FINANCIAL SERVICES GROUP, CMN 6,381 16,042
    PRINCIPAL FINANCIAL GROUP, INC CMN 22,912 55,694
    PROCTER & GAMBLE COMPANY (THE) CMN 61,631 159,163
    PROLOGIS INC CMN 90,109 268,366
    PRUDENTIAL CORP (ADR) ADR CMN 11,083 14,977
    PRUDENTIAL FINANCIAL INC CMN 55,782 98,498
    PUBLIC STORAGE CMN 38,642 77,908
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 633 1,001
    QIAGEN N.V. CMN 7,176 17,619
    QUALCOMM INC CMN 104 366
    QUEST DIAGNOSTICS INCORPORATED CMN 661 1,730
    RADWARE LTD. CMN 9,677 17,031
    RAMBUS INC CMN 26,934 94,988
    RAYTHEON TECHNOLOGIES CORPORAT CMN 7,085 14,630
    RELX PLC SPONSORED ADR CMN 21,896 45,230
    RESIDEO TECHNOLOGIES INC. CMN 48,174 99,148
    RIBBON COMMUNICATIONS INC CMN 11,098 21,332
    RIO TINTO PLC SPONSORED ADR 23,339 38,156
    ROYAL GOLD, INC. CMN 715 1,052
    RYMAN HOSPITALITY PPTYS INC CMN 17,661 26,209
    SABRE CORPORATION CMN 5,857 9,020
    SALESFORCE INC CMN 3,305 6,353
    SANOFI SPONSORED ADR CMN 27,725 38,076
    SAP SE (SPON ADR) 49,658 81,964
    SBA COMMUNICATIONS CORPORATION CMN 9,457 23,341
    SEAGATE TECHNOLOGY HOLDIN PLC CMN 23,371 72,307
    SEAWORLD ENTERTAINMENT, INC. CMN 5,634 23,220
    SEMPRA ENERGY CMN 26,959 36,377
    SENSATA TECHNOLOGIES HOLDING P CMN 44,168 61,196
    SERVICENOW INC CMN 44,164 129,822
    SHELL PLC SPONSORED ADR CMN SERIES A 11,500 19,530
    SHELL PLC SPONSORED ADR CMN SERIES B 25,292 43,350
    SHERWIN-WILLIAMS CO CMN 1,868 5,282
    SIEMENS AKTIENGESELLSCHAFT SPONSORED ADR CMN 6,723 14,758
    SONY GROUP CORPORATION SPONSORED ADR CMN 40,734 103,648
    SOUTHERN COPPER CORPORATION CMN 5,719 8,701
    STARBUCKS CORP. CMN 10,793 35,091
    STELLANTIS NV CMN 7,361 18,197
    STERICYCLE, INC. CMN 38,515 56,598
    STMICROELECTRONICS NV ADR CMN 10,734 36,171
    STRATASYS LTD CMN 21,428 31,592
    STRYKER CORPORATION CMN 5,295 10,697
    SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN 418 509
    SVB FINANCIAL GROUP CMN 15,547 52,224
    SYLVAMO CORPORATION CMN 1,390 2,064
    SYSCO CORPORATION CMN 4,159 8,641
    TE CONNECTIVITY LTD CMN 4,364 12,907
    TELEDYNE TECHNOLOGIES INCORPOR CMN 9,106 23,592
    TELUS CORPORATION CMN 4,303 7,542
    TEMPUR SEALY INTERNATIONAL INC CMN 17,259 67,770
    TERRENO REALTY CORPORATION CMN 12,357 22,772
    TESLA, INC. CMN 101,470 154,290
    TEXAS CAPITAL BANCSHARES, INC. CMN 15,167 30,607
    TEXAS INSTRUMENTS INC. CMN 48,911 118,736
    THE HOME DEPOT, INC. CMN 34,184 121,183
    THE KRAFT HEINZ CO CMN 2,949 3,949
    THE SOUTHERN CO. CMN 62,669 100,470
    THE WILLIAMS COMPANIES, INC. CMN 4,979 9,114
    TJX COMPANIES INC (NEW) CMN 8,235 16,323
    TOTALENERGIES SE SPONSORED ADR CMN 43,332 61,429
    TOYOTA MOTOR CORPORATION SPON ADR 64,420 127,116
    TRADE DESK, INC. (THE) CMN 11,918 22,910
    TRUIST FINANCIAL CORPORATION CMN 2,493 5,270
    TWILIO INC. CMN CLASS A 22,413 64,518
    UBER TECHNOLOGIES, INC. CMN 36,331 50,735
    UBS GROUP AG CMN 18,243 32,756
    UMPQUA HOLDINGS CORPORATION CMN 17,992 33,862
    UNILEVER PLC (NEW) SPONSORED ADR CMN 22,756 37,653
    UNION PACIFIC CORP. CMN 10,148 30,232
    UNISYS CORPORATION CMN 33,700 56,526
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 17,562 47,155
    UNITEDHEALTH GROUP INCORPORATE CMN 42,727 148,131
    UNUM GROUP CMN 9,636 19,533
    VALERO ENERGY CORPORATION CMN 5,977 7,887
    VALMONT INDUSTRIES INC CMN 16,834 32,315
    VEECO INSTRUMENTS INC CMN 17,988 60,556
    VENTAS, INC. CMN 32,323 50,762
    VERINT SYSTEMS INC. CMN 31,158 66,793
    VERIZON COMMUNICATIONS, INC. CMN 9,722 13,042
    VIASAT, INC CMN 16,775 22,448
    VIAVI SOLUTIONS, INC. CMN 25,110 47,521
    VIRTU FINANCIAL, INC. CMN CLASS A 10,026 17,730
    VISA INC. CMN CLASS A 49,752 114,640
    WALMART INC CMN 65,506 149,031
    WALT DISNEY COMPANY (THE) CMN 25,171 46,467
    WASTE MANAGEMENT INC CMN 33,305 56,579
    WATSCO INC. CMN 12,814 25,030
    WEBSTER FINANCIAL CORP CMN 3,969 9,214
    WEC ENERGY GROUP, INC. CMN 8,129 17,473
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 29,691 48,450
    WESTPAC BANKING CORP ADS REPRESENTING 5 ORD SHARES 17,818 27,062
    WESTROCK COMPANY CMN 21,257 38,593
    WPP PLC ADR CMN 7,651 13,977
    ZIMMER BIOMET HOLDINGS INC 4,703 7,622
    ZSCALER, INC. CMN 2,757 6,427
    ACCRUED INCOME 0 285
    ALLIANZ SE ADR CMN 7,608 8,052
    BANCO SANTANDER, S.A. SPON ADR 11,716 8,630
    BP P.L.C. SPONSORED ADR CMN 9,057 7,057
    CK HUTCHISON HLDGS LTD ADR CMN 13,105 9,020
    COMPAGNIE DE SAINT-GOBAIN UNSPONSORED ADR CMN 3,094 5,910
    CONTINENTAL AKTIENGESELLSCHAFT ADR 7,370 7,412
    DENSO CORP ADR ADR CMN 1,878 3,062
    ENEL SOCIETA PER AZIONI ADR CMN 8,173 9,792
    ENI S.P.A SPON ADR SPONSORED ADR CMN 6,980 6,000
    FUJIFILM HOLDINGS CORPORATION ADR CMN 5,075 8,292
    GSK PLC SPONSORED ADR CMN 10,080 11,642
    HITACHI LTD (ADR 10 COM) ADR CMN 2,388 2,272
    HONDA MTR LTD (AMER SHS) ADR CMN 10,198 8,933
    IMPERIAL BRANDS PLC SPONSORED ADR CMN 5,757 5,758
    KINGFISHER PLC SPONSORED ADR CMN 8,779 8,321
    KYOCERA CORP ADR SPONSORED ADR CMN 8,496 8,550
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 12,267 9,965
    MITSUBISHI ELECTRIC CORP (ADR) ADR CMN 8,009 7,802
    MONDI PLC UNSPONSORED ADR CMN 6,504 6,035
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN (1 ADR = 1/2 COMMON SHS) 8,705 10,066
    NOVARTIS AG-ADR SPONSORED ADR CMN 9,192 9,884
    RED ELECTRICA CORPORACION, S.A UNSPONSORED ADR CMN 837 909
    SANOFI SPONSORED ADR CMN 8,709 10,170
    SHELL PLC SPONSORED ADR CMN SERIES B 11,355 9,797
    SINGAPORE TELECOMMUNICATIONS L SPONSORED ADR CMN 4,262 3,098
    SNAM S.P.A ADR CMN 8,512 8,836
    SONY GROUP CORPORATION SPONSORED ADR CMN 7,562 10,870
    SSE PLC SPONSORED ADR CMN 8,441 10,944
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 3,897 8,181
    TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADR CMN 12,252 7,674
    TELIA CO AB UNSPONSORED ADR CMN 8,089 6,828
    TESCO PLC SPONSORED ADR CMN 8,385 8,929
    TOKIO MARINE HOLDINGS, INC. ADR CMN 7,624 8,715
    UNITED OVERSEAS BK LTD SPONSORED ADR CMN 10,292 9,977
    WH GROUP LIMITED SPONSORED ADR CMN 8,283 6,661
    WPP PLC ADR CMN 8,575 8,008
    AT&T INC. CMN 17,217 14,760
    AXALTA COATING SYSTEMS LTD. CMN 14,982 16,560
    BANK OF AMERICA CORP CMN 5,419 15,127
    BERKSHIRE HATHAWAY INC. CLASS B 12,743 17,940
    COCA-COLA COMPANY (THE) CMN 18,445 20,724
    CORNING INCORPORATED CMN 5,760 7,446
    DEVON ENERGY CORPORATION (NEW) CMN 1,572 7,400
    DIVIDENDS EARNED BUT NOT YET PAID 0 389
    DUPONT DE NEMOURS INC CMN 4,263 7,674
    FEDEX CORPORATION CMN 12,410 15,518
    GENERAL MOTORS COMPANY CMN 11,398 17,589
    GRAPHIC PACKAGING HLDGCO CMN 10,422 15,600
    HANESBRANDS INC. CMN 13,798 13,794
    INTL.FLAVORS & FRAGRANCE CMN 4,986 11,299
    LIONS GATE ENTERTAINMENT CORP. CMN CLASS A 924 1,664
    LIONS GATE ENTERTAINMENT CORP. CMN CLASS B 16,528 19,238
    MANDIANT INC/SH CMN 15,844 17,540
    MERCK & CO., INC. CMN 14,268 15,328
    MICRON TECHNOLOGY, INC. CMN 8,902 18,630
    REGIONS FINANCIAL CORPORATION CMN 11,612 15,260
    STARBUCKS CORP. CMN 4,017 7,018
    URBAN OUTFITTERS INC CMN 11,902 14,680
    WALGREENS BOOTS ALLIANCE, INC. CMN 19,304 20,864
    WALT DISNEY COMPANY (THE) CMN 7,711 11,617
    WESTINGHOUSE AIR BRAKE TECHNOL CMN 12,125 18,422

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    WEST STREET CAPITAL AT COST 133,405 136,694
    GS TACTICAL TILT OVERLAY FUND CLASS P AT COST 323,141 329,715

    TY 2021 OtherDecreasesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Description Amount
    ADJUST DONATED STOCK TO DONOR BASIS 9,279,265


    TY 2021 OtherExpensesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 4,499 4,499   0
    ALTERNATIVE INVESTMENT EXPENSES 1,310 1,310   0


    TY 2021 OtherIncomeSchedule2
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ALTERNATIVE INVESTMENTS 937 937 937


    TY 2021 OtherIncreasesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Description Amount
    NONTAXABLE DISTRIBUTIONS 965


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 11,158 11,158   0


    TY 2021 TaxesSchedule
    Name:
    EDMONDS FAMILY FOUNDATION INC
    EIN:
    81-0759168
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 2,243 2,243   0
    FEDERAL EXCISE TAX 15,889 0   0