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
ROBERT & JOAN DIRCKS FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 559
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
DUNSTABLE, MA01827
A Employer identification number

22-3135737
B Telephone number (see instructions)

(978) 449-0072
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$0J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 221,266 221,266 221,266
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,143,979
b Gross sales price for all assets on line 6a 1,272,093
7 Capital gain net income (from Part IV, line 2)... 1,143,979
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........ 1,365,245 1,365,245 221,266
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 128,000 76,800 0 51,200
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 14,230 8,538 0 5,782
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)....... Click to see attachment 7,334 4,401 0 2,933
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 149,564 89,739 0 59,915
25 Contributions, gifts, grants paid....... 774,500 774,500
26 Total expenses and disbursements. Add lines 24 and 25 924,064 89,739 0 834,415
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 441,181
b Net investment income (if negative, enter -0-) 1,275,506
c Adjusted net income (if negative, enter -0-)... 221,266
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............. 46,441 107,386  
2 Savings and temporary cash investments......... 3,025,964 2,596,182  
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)....... 11,504,702 Click to see attachment14,417,500 0
c Investments—corporate bonds (attach schedule)....... 95,737 Click to see attachment96,900 0
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 14,672,844 17,217,968 0
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........... 14,672,844 17,217,968
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)..... 14,672,844 17,217,968
30 Total liabilities and net assets/fund balances (see instructions). 14,672,844 17,217,968
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
14,672,844
2
Enter amount from Part I, line 27a .....................
2
441,181
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,118,023
4
Add lines 1, 2, and 3 ..........................
4
17,232,048
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14,080
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
17,217,968
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 CHARTER DIGITAL LLC P 2020-01-01 2021-12-31
b GENERAL ELECTRIC CO COM NEW P 2020-01-01 2021-12-31
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 1,272,042   128,000 1,144,042
b 51   114 -63
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       1,144,042
b       -63
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 1,143,979
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 0
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 17,730
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 17,730
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 10,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 7,690
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 17,730
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   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$ 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)
    bullet
    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 addressbulletWWW.DIRCKSFOUNDATION.ORG
    14
    The books are in care ofbulletCAROLYN VAN RIPER Telephone no.bullet (978) 449-0072

    Located atbulletPO BOX 559DUNSTABLEMA ZIP+4bullet01827
    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
    ROBERT E DIRCKS TRUSTEE
    10.00     		32,000 0 0
    PO BOX 559
    DUNSTABLE,MA01827
    THOMAS C DIRCKS TRUSTEE
    0.00     		0 0 0
    PO BOX 559
    DUNSTABLE,MA01827
    JOAN WALSH TRUSTEE
    10.00     		32,000 0 0
    PO BOX 559
    DUNSTABLE,MA01827
    CAROLYN VAN RIPER TRUSTEE
    15.00     		64,000 0 0
    PO BOX 559
    DUNSTABLE,MA01827
    WILLIAM C DIRCKS TRUSTEE
    0.00     		0 0 0
    PO BOX 559
    DUNSTABLE,MA01827
    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
    12,673,552
    b
    Average of monthly cash balances.......................
    1b
    2,596,182
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    15,269,734
    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
    15,269,734
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    229,046
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    15,040,688
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    752,034
    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
    752,034
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    17,730
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,730
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    734,304
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    734,304
    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
    734,304
    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 7 734,304
    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...... 67,917
    b From 2017...... 83,609
    c From 2018......  
    d From 2019...... 51,761
    e From 2020...... 58,276
    f Total of lines 3a through e ........ 261,563
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 834,415
    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..... 734,304
    e Remaining amount distributed out of corpus 100,111
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 361,674
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		67,917
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		293,757
    10 Analysis of line 9:
    a Excess from 2017.... 83,609
    b Excess from 2018....  
    c Excess from 2019.... 51,761
    d Excess from 2020.... 58,276
    e Excess from 2021.... 100,111
    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:
    THE ROBERT AND JOAN DIRCKS FOUNDATI
    PO BOX 559
    DUNSTABLE,MA01827
    (978) 449-0072
    bThe form in which applications should be submitted and information and materials they should include:
    THE APPLICATION PROCESS IS AS FOLLOWS: STEP 1: DETERMINE ELIGIBILITY BY VIEWING FUNDING GUIDELINES AT THE ROBERT AND JOAN DIRCKS FOUNDATION'S WEB SITE AT WWW.DIRCKSFOUNDATION.ORG STEP 2: THE APPLICANT WILL COMPLETE THE APPLICATION AND FORWARD IT, WITH INFORMATION REQUESTED, TO THE FOUNDATION. THE TRUSTEES REVIEW APPLICATIONS FIVE TIMES EACH YEAR, JANUARY, MARCH, MAY, AUGUST AND NOVEMBER. STEP 3: IF A SITE VISIT IS REQUESTED BY THE FOUNDATION A REPRESENTATIVE FROM THE FOUNDATION WILL CONTACT THE ORGANIZATION TO SET A DATE. STEP 4: AFTER AN APPLICATION HAS BEEN REVIEWED AT A BOARD MEETING, AN ACKNOWLEDGMENT REGARDING THE STATUS OF THE APPLICATION IS MAILED. THE ACKNOWLEDGEMENT STATES WHETHER THE REQUEST HAS BEEN ACCEPTED OR REJECTED, THE AMOUNT AWARDED, THE PROJECT BEING FUNDED AND THE TIMING OF WHEN THE GRANT WILL BE MAILED. STEP 5: AFTER THE PROGRAM OR PROJECT HAS BEEN IMPLEMENTED, THE FOUNDATION REQUIRES A COMPLETED ROBERT AND JOAN DIRCKS EVALUATION FORM.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    FUNDING GUIDELINES: THE ROBERT AND JOAN DIRCKS FOUNDATION FOCUSES ON PROGRAMS THAT PROVIDE OPPORTUNITIES TO CHILDREN AND INDIVIDUALS WHO ARE PHYSICALLY, MENTALLY OR ECONOMICALLY DISADVANTAGED. THE FOUNDATION CONCENTRATES ON SMALL NON-PROFIT ORGANIZATIONS THAT PROVIDE PROGRAMS AND PROJECTS THAT PREVENT OR SOLVE PROBLEMS. GRANTS ARE AWARDED FOR ONE YEAR ONLY AND TYPICALLY RANGE FROM $1,000 TO $15,000. RECIPIENTS ARE REQUIRED TO REPORT ON THE PROGRAM THAT WAS FUNDED AND EVALUATE THE EFFECTIVENESS OF THE PROGRAM. FUNDING RESTRICTIONS: GRANTS ARE ONLY AWARDED TO ORGANIZATIONS THAT ARE TAX EXEMPT UNDER SECTION 501(C)3 OF THE INTERNAL REVENUE CODE. ONE GRANT CAN BE AWARDED BY THE FOUNDATION TO AN ORGANIZATION WITHIN ONE CALENDAR YEAR. THE ROBERT AND JOAN DIRCKS FOUNDATION DOES NOT AWARD GRANTS FOR POLITICAL OR LOBBYING ACTIVITIES, OPERATING BUDGETS, DEFICIT OR DEBT REDUCTION, LOANS OR HOUSING PROJECTS. GRANTS ARE NOT MADE TO PROGRAMS OF NATIONAL OR INTERNATIONAL SCOPE.
    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
    A MOMENT OF MAGIC FOUNDATION
    70 VIRGINIA ROAD
    WHITE PLAINES,NY10603     		NONE 501(C)3 STUDENT LEADER TRAINING 7,500
    ACADEMY OF CLINICAL & APPLIED PSYCHOLOGY
    301 S LIVINGSTON AVENUE
    LIVINGSTON,NJ07039     		NONE 501(C)3 JOINING FORCES PROGRAM 10,000
    ADLER APHASIA CENTER
    60 WEST HUNTER AVENUE
    MAYWOOD,NJ07607     		NONE 501(C)3 CAREGIVER SUPPORT VIRTUAL THERAPEUTIC PROGRAMMING 15,000
    ALZHEIMER'S ASSOCIATION
    425 EAGLE ROCK STE 203
    ROSELAND,NJ07068     		NONE 501(C)3 ALZHEIMER SUPPORT TO RESEARCH 10,000
    AMERICAN PROPHYRIA FOUNDATION
    4915 ST ELMO AVENUE SUITE 200
    BETHESDA,MD20814     		NONE 501(C)3 PORPHYRIN SUPPORT 2,500
    ANSHE EMETH CDC OF CENTRAL JERSEY
    222 LIVINGSTON AVE
    NEW BRUNSWICK,NJ08901     		NONE 501(C)3 CENTRAL JERSEY DIAPER BANK 7,500
    APHASIA ACCESS
    405 N STANWICK ROAD
    MOORESTOWN,NJ08057     		NONE 501(C)3 APHASIA SUPPORT FOR LIFE PARTICIPATION 10,000
    ARTISTIC REALIZATION TECHNOLOGIES
    11 WHIPPOORWILL WAY
    BELLE MEAD,NJ08502     		NONE 501(C)3 DONATION TO THE ARTISTIC CAUSE 7,500
    ASSOC FOR ADULTS WITH DEVELOPMENTAL DISABILITIES
    261 OLD YORK ROAD SUITE 630
    JENKINTOWN,PA19046     		NONE 501(C)3 SOCIAL SERVICES FOR GREATER INDEPENDENCE PROGRAM 5,000
    BERGEN VOLUNTEER MEDICAL INITIATIVE
    75 ESSEX ST SUITE 100
    HACKENSACK,NJ07601     		NONE 501(C)3 FREE MENTAL SUPPORT FOR WORKING, LOW-INCOME PATIENTS OF BERGEN VOLUNTEER MEDICAL INITIATIVE 10,000
    CAMP HAPPY DAYS
    1 CARRIAGE LANE BDG C STE 101-2
    CHARLSTON,SC29407     		NONE 501(C)3 FAMILY FINANCIAL ASSISTANCE 5,000
    BUTTERFLY DREAMZ
    50 HARRISON STREET PH 547
    HOBOKEN,NJ07030     		NONE 501(C)3 TO HELP GIRLS DEVELOPE INTO WOMEN WHO ACHIEVE DREAMS AND FILL THE ROLES OF LEADERSHIP 5,000
    CAMP RISE ABOVE
    PO BOX 31295
    CHARLESTON,SC29417     		NONE 501(C)3 TO PROVIDE CAMP EXPERIENCE TO CHILDREN WITH ILLNESS 10,000
    CANCER HOPE NETWORK
    2 NORTH ROAD SUITE A
    CHESTER NJ,NJ07930     		NONE 501(C)3 FUNDING FOR CANCER HOPE NETWORK PATIENT SERVICE DIRECTOR 12,500
    CARING CONTACT
    PO BOX 2376
    WESTFIELD,NJ07091     		NONE 501(C)3 SAVE OUR YOUTH CAMPAIGN EXPANSION 10,000
    CASA - MORRIS & SUSSEX COUNTIES
    100 GROVE STREET
    WORCESTER,MA01605     		NONE 501(C)3 CHILD COURT ADVOCACY PROGRAM 5,000
    CASA YOUTH ADVOCATES
    PO BOX 407
    MEDIA,PA19063     		NONE 501(C)3 ADVOCACY FOR ABUSED AND NEGLECTED CHILDREN INCLUDING EDUCATIONAL ADVOCACY 7,500
    CHILD ADVOCATES OF CONNECTICUT
    500 POST ROAD EAST SUITE 200
    WESTPORT,CT06880     		NONE 501(C)3 PROGRAM SUPPORT FOR THE NEGLECTED AND ABUSED 7,500
    CHURCH OF THE HOLY FAMILY
    24505 MEADOWBROOK
    NOVI,MI48375     		NONE 501(C)3 PROGRAM SUPPORT 5,000
    COLLEGE OF MOUNT ST VINCENT
    6301 RIVERDALE AVENUE
    RIVERDALE,NY10471     		NONE 501(C)3 SCHOLARSHIP 5,000
    COLLEGE OF MT ST VINCENT
    6301 RIVERDALE AVENUE
    RIVERDALE,NY10471     		NONE 501(C)3 SCHOLARSHIP 50,000
    DIABETES FOUNDATION
    411 HACKENSACK AVE
    HACKENSACK,NJ07601     		NONE 501(C)3 SUPPORT TO THOSE WITH DIABETES 5,000
    DORCHESTER COUNTY COMMUNITY OUTREACH
    821 CENTRAL AVENUE
    SUMMERVILLE,SC29483     		NONE 501(C)3 SUPPORT FOR THOSE IN CRISIS 10,000
    EARL'S PLACE
    1400 E LOMBARD ST
    BALTIMORE,MD21231     		NONE 501(C)3 ASSIST HOMELESS MEN 4,000
    EAST COOPER MEALS ON WHEELS
    2304 N HWY 17
    MT PLEASANT,SC29466     		NONE 501(C)3 DELIVERY OF MEALS NO CHARGE 4,000
    EMBRACE KIDS FOUNDATION
    121 SOMERSET STREET
    NEW BRUNSWICK,NJ08901     		NONE 501(C)3 PEDIATRIC PALLIATIVE CARE PROGRAM 7,000
    EMMANUEL CANCER FOUNDATION
    77 BRANT AVENUE SUITE 304
    CLARK,NJ07066     		NONE 501(C)3 PEDIATRIC CANCER FAMILY SERVICES PROGRAM 15,000
    ESOPHAGAEL CANCER SUPPORT GROUP OF PHILADELPHIA
    333 COTTMAN AVENUE
    PHILADELPHIA,PA19111     		NONE 501(C)3 SUPPORT TO ESOPHAGAEL CANCER-RESEARCH 2,500
    FAMILY PROMISE OF BERGEN COUNTY
    100 DAYTON STREET
    RIDGEWOOD,NJ07450     		NONE 501(C)3 CAMP LOTS OF FUN 7,500
    FAMILY PROMISE OF MORRIS COUNTY
    PO BOX 1494
    MORRISTOWN,NJ07962     		NONE 501(C)3 SINGLE STOP SUPPLEMENT TO LANDLORD TENANT PROGRAM 10,000
    FAMILY PROMISE OF SUSSEX COUNTY
    19 CHURCH ST
    NEWTOWN,NJ07860     		NONE 501(C)3 SINGLE STOP SUPPLEMENT TO LANDLORD TENANT PROGRAM 8,000
    FAMILY PROMISE OF WARREN COUNTY
    65A WASHINGTON AVE
    OXFORD,NJ07863     		NONE 501(C)3 HOMELESS SHELTER PROGRAM 7,500
    FIGHTING CHILDREN'S CANCER FOUNDATION
    55 LANE ROAD 300
    FAIRFIELD,NJ07004     		NONE 501(C)3 FAMILY ASSISTANCE RELIEF FUND 10,000
    FISH HOSPITALITY PROGRAM INC
    456 NEW MARKET ROAD
    PISCATAWAY,NJ08854     		NONE 501(C)3 FISH HOSPITALITY PROGRAM, INC 10,000
    FRIEND ASSOC FOR CARE & PROTECTION OF CHILD
    113 W CHESTNUT ST
    WEST CHESTER,PA19380     		NONE 501(C)3 SUPPORT TO CASE MANAGEMENT 10,000
    GIVE CHANCES
    235 PEGASUS AVE
    NORTHVILLE,NJ07647     		NONE 501(C)3 MATH PROGRAM SCHOLARSHIP 2,500
    HAPPINESS IS CAMPING
    62 SUNSET LAKE RD
    HARDWICK,NJ07825     		NONE 501(C)3 SUMMER CAMP FINANCIAL ASSISTANCE 15,000
    HELPING PAWS INC
    PO BOX 634 HOPKIN
    HOPKINS,MN55343     		NONE 501(C)3 DOG ASSISTANCE - TRAINING SUPPORT 5,000
    HERREN PROJECT
    PO BOX 131
    HERREN,RI02871     		NONE 501(C)3 REHABILITATION FOR SUBSTANCE ABUSE 2,500
    HOME OF THE SPARROW
    858 E SWEDESFORD ROAD
    EXTON,PA19341     		NONE 501(C)3 GRADUATE OUTREACH PROGRAM 15,000
    HOMESHARING INC
    120 FINDERN AVANUE
    BRIDGEWATER,NJ08807     		NONE 501(C)3 SHARED AFFORDABLE HOUSING 10,000
    HOUSE OF POSSIBILITIES
    350 WASHINGTON ST
    NORTH EASTON,MA02356     		NONE 501(C)3 DEVELOPMENTAL CHALLENGE SUPPORT 7,500
    IGNATIUS DINARDO FOUNDATION
    1324 BELMONT AVE SUITE 401
    SALISBURY,MD21804     		NONE 501(C)3 PREVENTATIVE CARE 2,500
    INTERFAITH HOSPITALITY NETWORK
    407 LEXINGTON AVENUE
    TOMS RIVER,NJ08753     		NONE 501(C)3 HELPING HOMELESS FAMILIES WITH CHILDREN 5,000
    JERSEY BATTERED WOMEN'S SERVICES
    PO BOX 1437
    MORRISTOWN,NJ07962     		NONE 501(C)3 FUNDING FOR THE PROTECTION OF DOMESTIC VIOLENCE 20,000
    LITTLE ESSENTIALS
    63 FLUSHING AVE BUILDING 131 SUITE
    205
    BROOKLYN,NY11205     		NONE 501(C)3 CHILDREN SUPPLIES 2,500
    LOAVES & FISHES
    PO BOX 1
    AYER,MA01432     		NONE 501(C)3 FOOD PANTRY 5,000
    LOWCOUNTRY FOOD BANK
    2864 AZALEA DR
    NORTH CHARLESTON,SC29405     		NONE 501(C)3 FOOD TO FIGHT HUNGER 4,500
    LOYOLA UNIVERSITY MARYLAND
    4501 NORTH CHARLES STREET
    BALTIMORE,MD21210     		NONE 501(C)3 DIRCK'S FAMILY MEN'S LACROSSE SCHOLARSHIP ENDOWMENT AND CAMPUS MINISTRY STUDENT SUPPORT 5,000
    MAIN STREET COUNSELING CENTER
    8 MARCELLA AVENUE
    WEST ORANGE,NJ07052     		NONE 501(C)3 SCHOOL-BASED COUNSELING PROGRAM 10,000
    MALVERN PREPATORY SCHOOL
    418 SOUTH WARREN AVENUE
    MALVERN,PA19355     		NONE 501(C)3 SCHOLARSHIPS 5,000
    MASSACHUSETTS COALITION FOR THE HOMELESS
    73 BUFFUM ST
    LYNN,MA01902     		NONE 501(C)3 AID TO THE HOMELESS 3,000
    MATERNAL & CHILD HEALTH CONSORTIUM
    30 W BARNARD ST SUITE 1
    WEST CHESTER,PA19382     		NONE 501(C)3 HEALTHY START AND FAMILY BENEFITS PROGRAM 20,000
    MEALS ON WHEELS IN GREATER NEW BRUNSWICK
    211 LIVINGSTON AVE
    NEW BRUNSWICK,NJ08901     		NONE 501(C)3 MEALS DELIVERY TO SENIORS 7,500
    MOMS HELPING MORRIS FOUNDATION
    1118 NORTH AVENUE
    PLAINFIELD,NJ07062     		NONE 501(C)3 DIAPER SUPPLY 6,500
    MOUNT CARMEL GUILD OF TRENTON
    73 NORTH CLINTON AVENUE
    TRENTON,NJ08609     		NONE 501(C)3 EMERGENCY ASSISTANCE PROGRAM 7,500
    NAMI MERCER
    1235 WHITEHORSE MERCERVILLE RD BG C
    LAWRENCEVILLE,NJ08619     		NONE 501(C)3 NAMI MERCER EDUCATION AND SUPPORT PROGRAMS FOR CONSUMERS, FAMILIES AND YOUTH. 10,000
    NEW CITY KIDS
    511 W 22ND STREET
    PATERSON,NJ07514     		NONE 501(C)3 SUPPORT TO AFTER SCHOOL CENTER 7,500
    NEW HOPE COMMUNITY MINISTRIES
    331 N 11TH ST
    PROSPECT PARK,NJ07508     		NONE 501(C)3 SUPPORTING FAMILIES IN MONETARY CRISIS 6,000
    NORTH JERSEY NAVIGATORS
    14 GRIECO DRIVE
    JERSEY CITY,NJ07305     		NONE 501(C)3 SCHOLARSHIP 10,000
    OASIS - A HAVEN FOR WOMEN & CHILDREN
    56 MILL STREET
    PATERSON,NJ07501     		NONE 501(C)3 ENHANCED CHILDCARE PROGRAM 10,000
    ORCHARD FRIENDS SCHOOL
    405 LINDEN AVE
    RIVERTON,NJ08077     		NONE 501(C)3 SCHOLARSHIP 10,500
    OUR LADY OF GRACE
    28 TARBELLL STREET
    PEPPERELL,MA01463     		NONE 501(C)3 ANNUAL GRANT ALLOCATION 4,000
    PA TOURETTE SYNDROME
    PO BOX 148
    MCSHERRYTOWN,PA17344     		NONE 501(C)3 PA TOURETTE SYNDROME INFORMATION AND CONSULTATION SERVICES 5,000
    PHILANTHROPATIC EDUCATION EDUCATION
    3700 GRAND AVENUE
    DES MOINE,IA50312     		NONE 501(C)3 EDUCATING THE ADVANCEMENT OF WOMEN 500
    PINE RIDGE FIRE DEPARTMENT
    565 MYERS RD
    SUMMERVILLE,SC29483     		NONE 501(C)3 FIRE PROTECTION SUPPLIES 5,000
    PLAN-NJ
    PO BOX 547
    SOMERVILLE,NJ08876     		NONE 501(C)3 PROMOTING INDEPENDENT LIVING FOR INDIVIDUALS WITH DISABILITIES 20,000
    PRESCHOOL ADVANTAGE
    25 LINDSLEY DRIVE STE 307
    MORRISTOWN,NJ07960     		NONE 501(C)3 QUALITY EARLY EDUCATION FOR DISADVANTAGED CHILDREN 5,500
    PREVENTION EDUCATION INC TA PEI KIDS
    231 LAWRENCE ROAD
    LAWRENCEVILLE,NJ08648     		NONE 501(C)3 CRISIS INTERVENTION FOR CHILD VICTIMS OF SEXUAL ABUSE 9,000
    PROPERGIA RESEARCH FOUNDATION
    PO BOX 3453
    PEABODY,MA01961     		NONE 501(C)3 DRUG CLINICAL TRIAL - SUPPORT 15,000
    PUSH TO WALK
    6 NORTH CORPORATE DRIVE
    RIVERDALE,NJ07457     		NONE 501(C)3 SCHOLARSHIP FUND 10,000
    QUEST THERAPEUTIC SERVICES
    461 CAN ROAD
    WEST CHESTER,PA19382     		NONE 501(C)3 PHYSICAL AND OCCUPATIONAL THERAPY PROGRAM TO SUPPORT CHILDREN WITH SPECIAL NEEDS 20,000
    RISE
    17B EVERBERG
    WOBURN,MA01801     		NONE 501(C)3 FOOD TO FIGHT HUNGER 5,000
    SISTERS OF SAINT JOSEPH WELCOME CENTER
    728 E ALLEGHENY AVE
    PHILADELPHIA,PA19134     		NONE 501(C)3 EDUCATING THE IMMIGRANT COMMUNITY 5,000
    SOUND START FOUNDATION
    10 LAKE DR
    MOUNTAIN LAKES,NJ07046     		NONE 501(C)3 MUSIC EDUCATION PROGRAM 15,000
    ST ATHANASIUS CHURCH
    5154 61ST STREET
    BROOKLYN,NY11204     		NONE 501(C)3 HISPANIC SCHOLARSHIP FUND 20,000
    ST BARNABAS HIGH SCHOOL
    425 EAST 240TH STREET
    BRONX,NY10470     		NONE 501(C)3 SCHOLARSHIP FUND 10,000
    ST BENEDICT CATHOLIC CHURCH
    950 DARREKK CREED TRAIL
    MOUNT PLEASANT,SC29466     		NONE 501(C)3 SECURITY PROJECT FUND 5,000
    ST PAUL ON THE LAKE CHURCH
    157 LAKE SHORE RD
    GROSS POINTE FARMS,MI48236     		NONE 501(C)3 ASSISTING THOSE IN NEED 5,000
    STUDENTPARTNER ALLIANCE
    561 SPRINGFIELD AVENUE
    SUMMIT,NJ07901     		NONE 501(C)3 SCHOLARSHIP FOR LOW INCOME NJ HIGH SCHOOL STUDENTS 10,000
    STURGE-WEBER FOUNDATION
    PO BOX 418
    MT FREEDOM,NJ07869     		NONE 501(C)3 STURGE WEBER SYNDROME 10,000
    TABLE TO TABLE
    611 ROUTE 46 WEST SUITE 240
    HASBROUCK HEIGHTS,NJ07604     		NONE 501(C)3 FOOD SUPPLY 7,500
    THE BARN AT SPRING BROOK FARM
    360 LOCUST GROVE RD
    WEST CHESTER,PA19382     		NONE 501(C)3 SUPPORT FOR CHILDREN WITH ILLNESS 5,000
    THE CASA PROJECT
    100 GROVE STREET
    WORCESTER,MA01605     		NONE 501(C)3 COURT ADVOCACY PROGRAM 10,000
    THE SALVATION ARMY
    PO BOX 70579
    NORTH CHARLESTON,SC29415     		NONE 501(C)3 ASSISTING THOSE IN NEED 1,000
    THE WISH PROJECT
    66 MIDDLESEX ST
    NORTH CHELMSFORD,MA01863     		NONE 501(C)3 HOMEGOOD SUPPLY AND BABY GOODS 1,000
    UNIVERSITY SCHOOL OF THE LOWCOUNTRY
    690 COLEMAN BLVD
    MT PLEASANT,SC29464     		NONE 501(C)3 FINANCIAL AID SUPPORT 10,000
    VETINARY CARE FOUNDATION
    16550 NW 46TH ST
    MORRISTOWN,FL32668     		NONE 501(C)3 AID FOR ANIMALS 2,500
    WHY ME INC
    1152 PLEASANT ST
    WORCESTER,MA01602     		NONE 501(C)3 SUPPORT PROGRAM TO FAMILIES WITH CHILDHOOD CANCER 25,000
    Total .................................bullet 3a 774,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        1,143,979
    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 0 1,365,245
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,365,245
    (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.)
    1 NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 14,230 8,538 0 5,782

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Name of Bond End of Year Book Value End of Year Fair Market Value
    TIP ISHARES TRUST US TREASURY 96,900 0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARES INC MSCI ETF (EWC) 169,553 0
    ISHARES INC MSCI PAC JP ETF (EPP) 123,842 0
    ISHARES SELECT DIVIDEND ETF (DVY) 249,103 0
    ISHARES TRUST MSCI EMG MKTS ETF USD DIS (EEM) 353,479 0
    ISHARES S & P LATIN AMERICA 40 INDEX 29,067 0
    ISHARES MSCI EAFE ETF (EFA) 223,923 0
    ISHARES TR RUS 2000 GRW ETF (IWO) 341,989 0
    ISHARES TR INTL DEV RE ETF (IFGL) 14,250 0
    ISHARES TF EAFE VALUE ETF (EFV) 162,709 0
    SPDR S&P500 ETF TRUST TRUST UNIT 1,346,511 0
    SPDR SER TR GLB DOW ETF (DGT) 379,897 0
    SPDR SER TR S&P OIL GAS EXP (XOP) 44,004 0
    SELECT SECTOR SPDR TR ENERGY (XLE) 117,272 0
    SELECT SECTOR SPDR TR FINANCIAL (XLF) 66,385 0
    VANGUARD SPECIALIZED FUNDS DIV APP ETF (VIG) 402,582 0
    VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF (VEA) 177,280 0
    VANGUARD WHITEHALL FDS HIGH DIV YLD (VYM) 877,597 0
    VANGUARD WORLD FDS COMM SRVC ETF (VOX) 222,047 0
    VANGUARD MID-CAP INDEX FUND (VO) 142,416 0
    VANGUARD INDEX FDS VANGUARD GROWTH 2,161,262 0
    VANGUARD SMALL-CAP INDEX FUND (VB) 281,834 0
    WISDOMTREE EMERGING MARKETS SMALLCAP 13,971 0
    WISDOMTREE TR EMERGING MKTS HIGH DIVID FD (DEM) 11,870 0
    WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND (DLS) 195,909 0
    INVESCO DB COMMDY INDX TRCK FD UNIT (DBC) 3,304 0
    ISHARES S&P GSCI COMMODITY -IN UNIT 2,173 0
    VANGUARD REAL ESTATE ETF (VNQ) 357,543 0
    AT & T INC COM USD1 (T) 164,968 0
    APPLE INC (AAPL) 1,292,710 0
    BLACKROCK INC COM USD0.01 (BLK) 213,325 0
    CATERPILLAR INC COM (CAT) 124,044 0
    COMCAST CORP (CMCSA) 88,078 0
    COSTCO WHOLESALE CORP COM USD0.01 (COST) 79,478 0
    EXXON MOBIL CORP(XOM) 65,779 0
    GENERAL ELECTRIC CO COM NEW (GE) 20,028 0
    GOLDMAN SACHS GROUP INC COM USD0.01(GS) 89,517 0
    INTEL CORP COM USD0.001(INTC) 98,880 0
    INTERNATIONAL BUS MACH CORP USD0.20 (IBM) 36,756 0
    JPMORGAN CHASE & CO (JPM) 114,804 0
    KYNDRYL HLDGS INC COMMON STOCK (KD) 995 0
    PEPSICO (PEP) 69,484 0
    HENRY SCHEIN INC COM (HSIC) 54,271 0
    VERIZON COMMUNICATIONS INC (VZ) 152,243 0
    WALMART INC COM (WMT) 204,013 0
    WELLS FARGO CO NEW COM (WFC) 65,781 0
    SILVERGATE CAP CORP DEP PFD A 400,800 0
    AMERICAN TOWER CORP NEW COM (AMT) 274,950 0
    CROWN CASTLE INTL CORP NEW COM (CCI) 304,134 0
    SBA COMMUNICATIONS CORP NEW CL A (SBAC) 189,842 0
    CHARTER DIGITAL 1,840,848 0

    TY 2021 OtherDecreasesSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Description Amount
    FEDERAL EXISE TAX 14,080


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT MANAGEMENT SYSTEM 2,000 1,200 0 800
    FEES 170 102 0 68
    OFFICE SUPPLIES 2,278 1,367 0 911
    POSTAGE 378 227 0 151
    WEBSITE MAINTENANCE 2,000 1,200 0 800
    TELEPHONE 508 305 0 203


    TY 2021 OtherIncreasesSchedule
    Name:
    ROBERT & JOAN DIRCKS FOUNDATION INC
    EIN:
    22-3135737
    Description Amount
    UNREALIZED APPRECIATION 2,118,023