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
WHIRLPOOL FOUNDATION
 
% SARAH RODGERS
Number and street (or P.O. box number if mail is not delivered to street address)2000 N M-63
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BENTON HARBOR, MI49022
A Employer identification number

38-6077342
B Telephone number (see instructions)

(269) 923-5000
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$17,188,032
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) 12,104,557
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 665 665  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)...  
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 12,105,222 665  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 37,642 0 0 37,309
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,642 0 0 37,309
25 Contributions, gifts, grants paid....... 5,266,790 4,366,933
26 Total expenses and disbursements. Add lines 24 and 25 5,304,432 0 0 4,404,242
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 6,800,790
b Net investment income (if negative, enter -0-) 665
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............. 9,581,800 17,187,489 17,187,489
2 Savings and temporary cash investments.........      
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).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment543 Click to see attachment543 Click to see attachment543
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 9,582,343 17,188,032 17,188,032
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable................. 2,234,301 3,143,757
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 attachment104,557  
23 Total liabilities (add lines 17 through 22)......... 2,338,858 3,143,757
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........... 7,243,485 14,044,275
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,243,485 14,044,275
30 Total liabilities and net assets/fund balances (see instructions). 9,582,343 17,188,032
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
7,243,485
2
Enter amount from Part I, line 27a .....................
2
6,800,790
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
14,044,275
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
14,044,275
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.)
1a
b
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
b
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
b
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  
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  
3 Add lines 1 and 2........................... 3 9
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 9
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 543
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 543
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 534
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet534 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)
    bulletMI
    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 ofbulletSARAH RODGERS Telephone no.bullet (269) 923-5000

    Located atbullet2000 N M-63BENTON HARBORMI ZIP+4bullet49022
    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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (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
     
    No
    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
    MICHAEL TODMAN PRESIDENT
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    DANIELE BROWN TRUSTEE
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    BRIDGET QUINN SECRETARY
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    CAREY MARTIN TRUSTEE
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    JENNIFER POWERS TREASURER
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    DONALD D'ANNA TRUSTEE
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    PAMELA KLYN TRUSTEE
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    DEB O'CONNOR MANAGING DIRECTOR
    0.2
    0 0 0
    2000 N M-63
    BENTON HARBOR,MI49022
    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
     
    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
     
    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
    0
    b
    Average of monthly cash balances.......................
    1b
    7,033,047
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,033,047
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,033,047
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    105,496
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,927,551
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    346,378
    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
    346,378
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    346,369
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    9,000
    5
    Add lines 3 and 4............................
    5
    355,369
    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
    355,369
    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 7 355,369
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 10,675,372
    b From 2017...... 17,022,498
    c From 2018...... 9,006,561
    d From 2019...... 8,974,125
    e From 2020...... 10,189,291
    f Total of lines 3a through e ........ 55,867,847
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,404,242
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 355,369
    e Remaining amount distributed out of corpus 4,048,873
    5 Excess distributions carryover applied to 2021.    
    (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 59,916,720
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
    0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
    0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    10,675,372
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    49,241,348
    10 Analysis of line 9:
    a Excess from 2017.... 17,022,498
    b Excess from 2018.... 9,006,561
    c Excess from 2019.... 8,974,125
    d Excess from 2020.... 10,189,291
    e Excess from 2021.... 4,048,873
    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:
    WHIRLPOOL FOUNDATION
    2000 N M-63
    BENTON HARBOR,MI49022
    (269) 923-5000
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER PLUS PRESCRIBED APPLICATION FORM
    cAny submission deadlines:
    MATCHING GIFTS DEADLINES ARE FEBRUARY 15TH AND AUGUST 15TH OF EACH YEAR.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    THE FOUNDATION MAINTAINS A SCHOLARSHIP PROGRAM TO PROVIDE FINANCIAL ASSISTANCE TO CERTAIN CHILDREN OF THE EMPLOYEES OF WHIRLPOOL CORPORATION. SCHOLARSHIP FUNDS WILL NORMALLY BE PAYABLE AT A MAXIMUM RATE OF $6,000 PER YEAR. HOWEVER, ADJUSTMENTS APPROPRIATE TO THE SITUATION MAY BE MADE UPON APPROVAL BY WHIRLPOOL FOUNDATION. THE FOLLOWING PROCEDURES ARE IN PLACE (1) THE FOUNDATION CONTINUES TO PROHIBIT GRANTS TO CHILDREN OF THE FOUNDATION MANAGER OR THE SELECTION COMMITTEE, (2) THE SELECTION COMMITTEE IS COMPRISED OF THREE OUTSIDE MEMBERS OF THE LOCAL COMMUNITY THAT ARE NOT IN ANY WAY ASSOCIATED WITH WHIRLPOOL OR THE FOUNDATION, OTHER THAN BY REASON OF BEING A MEMBER OF THE COMMITTEE, AND (3) THE NUMBER OF GRANTS AWARDED UNDER THE PROGRAM TO SUCH CHILDREN DO NOT EXCEED 25 PERCENT OF THE NUMBER OF EMPLOYEES' CHILDREN WHO, (I) WERE ELIGIBLE, (II) WERE APPLICANTS FOR SUCH GRANTS, AND (III) WERE CONSIDERED BY THE SELECTION COMMITTEE IN SELECTING THE RECIPIENTS OF GRANTS IN THAT YEAR.
    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
    Harbor Habitat for Humanity
    175 W Main St
    Benton Harbor,MI49022
    NONE PC Stratgeic Grant 250,000
    American Red Cross of Michigan
    2614 W John Beers Rd
    Stevensville,MI49127
    NONE PC Stratgeic Grant 25,000
    Cornerstone Public Asset Fund
    80 W Main St
    Benton Harbor,MI49022
    NONE PC Stratgeic Grant 1,210,000
    Best Buy Foundation
    7601 Penn Ave S
    Richfield,MN55423
    NONE PC Stratgeic Grant 250,000
    Feeding America West Michigan
    864 W River Center Dr NE
    Comstock Park,MI49321
    NONE PC Stratgeic Grant 20,000
    Cornerstone Alliance
    80 W Main St
    Benton Harbor,MI49022
    NONE PC Stratgeic Grant 25,000
    Key Zachary
    4201 S Washington St
    Marion,IN46953
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Bruns Marie
    0210 Beardshear Hall
    Ames,IA50011
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Nevison Benjamin
    210 Beardshear Hall
    Ames,IA50011
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Flick Spencer
    215 5th St
    MARIETTA,OH45750
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Chen Xi
    77 Massachusetts Ave
    Cambridge,MA02139
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Cool Donovan
    556 E Circle Dr Room 252
    East Lansing,MI48824
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Markert Steven
    1400 Townsend Dr
    HOUGHTON,MI49931
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Brayfield Hope
    120 Agriculture North
    Stillwater,OK74078
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Struble Stefan
    120 Agriculture North
    Stillwater,OK74078
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Richards Madyson
    444 W Third St
    Dayton,OH45402
    NONE I SONS & DAUGHTERS SCHOLARSHIP 12,000
    Burgess Sloane
    PO Box 5076
    Cookeville,TN38505
    NONE I SONS & DAUGHTERS SCHOLARSHIP 1,500
    Haas Colton
    281 West Lane Ave
    Columbus,OH43210
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Howard Benjamin
    281 West Lane Ave
    Columbus,OH43210
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Schalk Wyanna
    281 West Lane Ave
    Columbus,OH43210
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Bosh Brenden
    1465 Mt Vernon Ave
    Marion,OH43302
    NONE I SONS & DAUGHTERS SCHOLARSHIP 7,500
    Frazier Collin
    1000 N Main St
    Findlay,OH45840
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Barloon Megan
    208 Calvin Hall
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Stineman Courbin
    208 Calvin Hall
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Wnek Danielle
    208 Calvin Hall
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Balbaugh Zachary
    2801 Bancroft St Ms 314
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 9,000
    Empcke Abigail
    2801 Bancroft St MS 314
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Mason Jonathan
    2801 Bancroft St MS 314
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Creeger Caylee
    155 Miami St
    Tiffin,OH44883
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,000
    Pena Andrea
    201 Criser Hall PO Box 114000
    GAINESVILLE,FL32611
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Erukulla Rohith
    1200 W Harrison St
    Chicago,IL60607
    NONE I SONS & DAUGHTERS SCHOLARSHIP 8,000
    Dutton Bridget
    1235 University Blvd
    Steubenville,OH43952
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Harikrishnan Aashish
    515 E Jefferson St
    Ann Arbor,MI48109
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Youn Nora (Junga)
    3451 Walnut Street
    Philadelphia,PA19104
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Geenen Amy
    1725 State St
    La Crosse,WI54601
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Sawyer Kathryn
    1000 E University Ave
    Laramie,WY82071
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Lian Vung
    1 Brookings Dr
    St Louis,MO63130
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Schmidt Katie
    1903 W Michigan
    Kalamazoo,MI49008
    NONE I SONS & DAUGHTERS SCHOLARSHIP 4,000
    Universities of Canada
    1710-350 Albert Street
    Ottawa,ONK1R 1B1
    CA
    NONE PC STRATEGIC GRANT 15,133
    Barloon Alexander
    2700 University Capitol Centre
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Boyd Gillienne
    PO Box 6035
    Indianapolis,IN46206
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Brown Morgan
    515 E Jefferson St
    Ann Arbor,MI48109
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Butz Allison
    1 University Plaza
    Youngstown,OH44555
    NONE I SONS & DAUGHTERS SCHOLARSHIP 1,000
    Cozette Reily
    1000 N Main St
    Findlay,OH45840
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Eldridge Leanna
    One Trinity Place
    San Antonio,TX78212
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Firsdon Hailey
    2801 W Bancroft Street Mail Stop 3
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Fuller Harper
    108 Mary Martin Hall
    Auburn,AL36849
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Hill Kendall
    3800 Victory Parkway
    Cincinnati,OH45207
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Hoverman Connor
    132 Administration Building
    Bowling Green,OH43403
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Hunsicker Evan
    1350 Massachusetts Ave
    Cambridge,MA21380
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Johnson Phoenix
    302 E Buchtel Ave
    Akron,OH44325
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Kadlubowski Meghan
    PO Box 183248
    Columbus,OH43218
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Keller Morgan
    4201 S Washington Street
    Marion,IN46953
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Klaus Mindi
    PO Box 676
    Delaware,OH43015
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Kona Sanjana
    556 E Circle Dr Room 252
    East Lansing,MI48824
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Kopenhaver Trinity
    3640 Colonel Glenn Hwy
    Dayton,OH45435
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Lako Shaina
    1 University Drive
    Bluffton,OH45817
    NONE I SONS & DAUGHTERS SCHOLARSHIP 1,000
    Martin Kayedon
    E Main St College Ave
    Bexley,OH43209
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Milne Briana
    1 Cumberland Square
    Lebanon,TN37087
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Morrow Alexander
    1903 W Michigan Ave
    Kalamazoo,MI45435
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Nair Vivek
    3451 Walnut Street
    Philadelphia,PA19104
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Pack Nick
    PO Box 183248
    Columbus,OH43218
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Perkins Chloe
    4600 Sunset Ave
    Indianapolis,IN46208
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Phillips Shyanne
    132 Administration Building
    Bowling Green,OH43403
    NONE I SONS & DAUGHTERS SCHOLARSHIP 1,000
    Piper Tess
    556 E Circle Dr Room 252
    East Lansing,MI48824
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Pocock Grace
    132 Administration Building
    Bowling Green,OH43403
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Rose Grant
    800 W Campbell Rd
    Richardson,TX75080
    NONE I SONS & DAUGHTERS SCHOLARSHIP 1,000
    Ruiz Jayden
    PO Box 183248
    Columbus,OH43218
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Shelton Susan
    2700 University Capitol Centre
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    Snavely Mikayla
    132 Administration Building
    Bowling Green,ME43403
    NONE I SONS & DAUGHTERS SCHOLARSHIP 9,000
    White Diana
    204 E College St
    Athens,TN37303
    NONE I SONS & DAUGHTERS SCHOLARSHIP 2,500
    United Way of Southwest Michigan
    2015 Lakeview Avenue
    St Joseph,MI49085
      PC UNITED WAY 1,607,152
    United Way of East Central Iowa
    317 7th Avenue SE Suite 401
    Cedar Rapids,IA52402
      PC UNITED WAY 71,171
    United Way of Ocoee Region
    85 Ocoee St SE PO Box 193
    Cleveland,TN37364
      PC UNITED WAY 87,987
    United Way of Sandusky County
    826 W State Street
    Fremont,OH43420
      PC UNITED WAY 197,220
    United Way of Greater Fall River
    PO Box 2550
    Fall River,MA02720
      PC UNITED WAY 9,156
    United Way of Hancock County
    PO Box 274
    Findlay,OH45840
      PC UNITED WAY 64,018
    Darke County United Way
    PO Box 716
    Greenville,OH45631
      PC UNITED WAY 115,168
    United Way of Greater Knoxville
    1301 Hannah Ave
    Knoxville,TN37921
      PC UNITED WAY 23,829
    United Way of North Central Ohio
    125 Executive Dr Suite 100
    Marion,OH43302
      PC UNITED WAY 32,313
    United Way of Putnam County
    PO Box 472
    Ottawa,OH45875
      PC UNITED WAY 7,633
    Tulsa Area United Way
    1430 S Boulder
    Tulsa,OK74119
      PC UNITED WAY 18,653
    Total .................................bullet 3a 4,366,933
    bApproved for future payment
    Balbaugh Zachary
    2801 Bancroft St Ms 314
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 4,500
    Barloon Alexander
    2700 University Capitol Centre
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Barloon Megan
    208 Calvin Hall
    Iowa City,IA52242
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Bosh Brenden
    1465 Mt Vernon Ave
    Marion,OH43302
    NONE I SONS & DAUGHTERS SCHOLARSHIP 7,500
    Boyd Gillienne
    PO Box 6035
    Indianapolis,IN46206
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Brayfield Hope
    120 Agriculture North
    Stillwater,OK74078
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Brown Morgan
    515 E Jefferson St
    Ann Arbor,MI48109
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Bruns Marie
    0210 Beardshear Hall
    Ames,IA50011
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Chen Xi
    77 Massachusetts Ave
    Cambridge,MA02139
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Cozette Reily
    1000 N Main St
    Findlay,OH45840
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Dutton Bridget
    1235 University Blvd
    Steubenville,OH43952
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Eldridge Leanna
    One Trinity Place
    San Antonio,TX78212
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Empcke Abigail
    2801 Bancroft St Ms 314
    Toledo,OH43606
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Erukulla Rohith
    1200 W Harrison St
    Chicago,IL60607
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Flick Spencer
    215 5th St
    Marietta,OH45750
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Fuller Harper
    108 Mary Martin Hall
    Auburn,AL36849
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Harikrishnan Aashish
    515 E Jefferson St
    Ann Arbor,MI48109
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Hill Kendall
    3800 Victory Parkway
    Cincinnati,OH45207
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Howard Benjamin
    281 West Lane Ave
    Columbus,OH43210
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Key Zachary
    4201 S Washington St
    Marion,IN46953
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Klaus Mindi
    PO Box 676
    Delaware,OH43015
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Kona Sanjana
    556 E Circle Dr Room 252
    East Lansing,MI48824
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Lian Vung
    1 Brookings Dr
    St Louis,MO63130
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Markert Steven
    1400 Townsend Dr
    Houghton,MI49931
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Martin Kayedon
    E Main St College Ave
    Bexley,OH43209
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Nevison Benjamin
    210 Beardshear Hall
    Ames,IA50011
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Pack Nick
    PO Box 183248
    Columbus,OH43218
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Pena Andrea
    201 Criser Hall PO Box 114000
    Gainesville,FL32611
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Perkins Chloe
    4600 Sunset Ave
    Indianapolis,IN46208
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Piper Tess
    556 E Circle Dr Room 252
    East Lansing,MI48824
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Pocock Grace
    132 Administration Building
    Bowling Green,OH43403
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Richards Madyson
    444 W Third St
    Dayton,OH45402
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Sawyer Kathryn
    1000 E University Ave
    Laramie,WY82071
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Youn Nora (Junga)
    3451 Walnut Street
    Philadelphia,PA19104
    NONE I SONS & DAUGHTERS SCHOLARSHIP 6,000
    Universities of Canada
    1710-350 Albert Street
    Ottawa,ONKIR 1B1
    CA
    NONE I SONS & DAUGHTERS SCHOLARSHIP 14,500
    United Way (various)
    N Fairfax Street
    Alexandria,VA22314
        United Way 2,243,757
    Curious Kids Museum
    415 Lake Blvd
    St Joseph,MI49085
        Strategic Grant 25,000
    Feeding America West Michigan
    864 W River Center Dr NE
    Comstock Park,MI49321
        Strategic grant 20,000
    Total .................................bullet 3b 2,507,257
    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 ............
             
    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) ..   665  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    665
    (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:  
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    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
    WHIRLPOOL FOUNDATION
     
    Employer identification number

    38-6077342
    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
    WHIRLPOOL FOUNDATION
     
    Employer identification number
    38-6077342
    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
    WHIRLPOOL CORPORATION
    2000 NORTH M-63
     
    BENTON HARBOR, MI49022

    $ 12,104,557


    (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
    WHIRLPOOL FOUNDATION
     
    Employer identification number

    38-6077342
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    WHIRLPOOL FOUNDATION
     
    Employer identification number

    38-6077342
    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:  
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    TY 2021 DepreciationSchedule
    Name:
    WHIRLPOOL FOUNDATION
    EIN:
    38-6077342
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 OtherAssetsSchedule
    Name:
    WHIRLPOOL FOUNDATION
    EIN:
    38-6077342
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    EXCISE TAX RECEIVABLE 543 543 543


    TY 2021 OtherExpensesSchedule
    Name:
    WHIRLPOOL FOUNDATION
    EIN:
    38-6077342
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEE 37,642 0 0 37,309


    TY 2021 OtherLiabilitiesSchedule
    Name:
    WHIRLPOOL FOUNDATION
    EIN:
    38-6077342
    Description Beginning of Year - Book Value End of Year - Book Value
    DUE TO WHIRLPOOL CORPORATION 104,557