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
K C STOCK FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1175 LOMBARDI AVENUE 450
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GREEN BAY, WI54304
A Employer identification number

39-1688221
B Telephone number (see instructions)

(920) 490-8290
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$28,908,567
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 433,562 433,487  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,499,815
b Gross sales price for all assets on line 6a 4,787,996
7 Capital gain net income (from Part IV, line 2)... 1,476,719
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)....... -1,232 0  
12 Total. Add lines 1 through 11........ 1,932,145 1,910,206  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,893 4,002   4,446
c Other professional fees (attach schedule).... 141,658 135,377   6,000
17 Interest............... 330 272   0
18 Taxes (attach schedule) (see instructions)... 20,494 1,772   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 10 5   5
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 171,385 141,428   10,451
25 Contributions, gifts, grants paid....... 1,367,425 1,367,425
26 Total expenses and disbursements. Add lines 24 and 25 1,538,810 141,428   1,377,876
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 393,335
b Net investment income (if negative, enter -0-) 1,768,778
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............. 100 97 97
2 Savings and temporary cash investments......... 647,250 848,768 848,768
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).......... 17,404,586 Click to see attachment17,596,406 28,059,702
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) 18,051,936 18,445,271 28,908,567
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 18,051,936 18,445,271
29 Total net assets or fund balances (see instructions)..... 18,051,936 18,445,271
30 Total liabilities and net assets/fund balances (see instructions). 18,051,936 18,445,271
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
18,051,936
2
Enter amount from Part I, line 27a .....................
2
393,335
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,445,271
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
18,445,271
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b CLASS ACTION P    
c CAPITAL GAINS FROM K1S P    
d CAPITAL GAINS DIVIDENDS P    
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 4,531,632   3,250,746 1,280,886
b 197     197
c     39,416 -39,416
d 235,052     235,052
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       1,280,886
b       197
c       -39,416
d       235,052
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 1,476,719
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ...................
Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 24,586
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 24,586
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 63,571
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 63,571
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 38,985
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38,985 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletWI
    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 ofbulletSHERI PROSSER Telephone no.bullet (920) 490-8290

    Located atbullet1175 LOMBARDI AVENUE 450GREEN BAYWI ZIP+4bullet54304
    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
    KENNETH C STOCK PRESIDENT
    0.35
    0 0 0
    1175 LOMBARDI AVENUE SUITE 450
    GREEN BAY,WI54304
    GEORGIA STOCK VICE-PRESIDENT
    0.35
    0 0 0
    1175 LOMBARDI AVENUE SUITE 450
    GREEN BAY,WI54304
    STEVEN STOCK SECRETARY/TREASURER
    0.35
    0 0 0
    1175 LOMBARDI AVENUE SUITE 450
    GREEN BAY,WI54304
    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
    MORGAN STANLEY MANAGEMENT ADVISORY FEES 106,339
    111 N WASHINGTON STREET
    GREEN BAY,WI54301
    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
    27,513,998
    b
    Average of monthly cash balances.......................
    1b
    531,294
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    28,045,292
    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
    28,045,292
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    420,679
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    27,624,613
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    1,381,231
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    1,381,231
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    24,586
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
    2,749
    c
    Add lines 2a and 2b............................
    2c
    27,335
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,353,896
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    5,000
    5
    Add lines 3 and 4............................
    5
    1,358,896
    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
    1,358,896
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus
    (b)
    Years prior to 2020
    (c)
    2020
    (d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 1,358,896
    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...... 10,223
    b From 2017......  
    c From 2018...... 81,933
    d From 2019...... 78,508
    e From 2020......  
    f Total of lines 3a through e ........ 170,664
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,377,876
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
    0
    c Treated as distributions out of corpus (Election
    required—see instructions)........
    0
    d Applied to 2021 distributable amount..... 1,358,896
    e Remaining amount distributed out of corpus 18,980
    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 5 189,644
    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) ...
    10,223
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    179,421
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 81,933
    c Excess from 2019.... 78,508
    d Excess from 2020....  
    e Excess from 2021.... 18,980
    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).)
    KENNETH C STOCK
    GEORGIA STOCK
    STEVEN STOCK
    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:
    KC STOCK FOUNDATION INC
    1175 LOMBARDI AVENUE SUITE 450
    GREEN BAY,WI54304
    (920) 490-8290
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORMAT OUTLINING THE REASON FOR THE DONATION & SUGGESTED AMOUNT
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    AMERICAN CANCER SOCIETY
    PO BOX 902
    PEWAUKEE,WI53072
      PC PROGRAM SUPPORT 10,000
    AMERICAN RED CROSS
    2131 DECKNER AVENUE
    GREEN BAY,WI54302
      PC HOME FIRE FINANCIAL ASSISTANCE PROGRAM 10,000
    ASPIRO
    1673 DOUSMAN STREET
    GREEN BAY,WI54303
      PC EMPLOYMENT SERVICES PROGRAM 10,000
    BADGER BOYS STATE INC
    PO BOX 388
    PORTAGE,WI53901
      PC YOUTH LEADERSHIP PROGRAM 1,200
    BIG BROTHERS BIG SISTERS
    520 N BROADWAY STREET SUITE 220
    GREEN BAY,WI54303
      PC BIG BREAKFAST SPONSOR 10,000
    BOYS & GIRLS CLUB OF COLLIER COUNTY
    7500 DAVIS BLVD
    NAPLES,FL34104
      PC ANNUAL APPEAL 1,000
    BOYS & GIRLS CLUB OF DOOR COUNTY
    PO BOX 579
    STURGEON BAY,WI54235
      PC ACADEMIC SUCCESS/THE OUTDOOR CLUB 5,000
    BOYS & GIRLS CLUB OF GREATER GREEN BAY
    1451 UNIVERSITY AVENUE
    GREEN BAY,WI54302
      PC OPERATING SUPPORT 25,000
    BRAIN CENTER OF GREEN BAY INC
    716 S MADISON STREET
    GREEN BAY,WI54301
      PC OPERATING SUPPORT 12,500
    CASA
    414 E WALNUT STREET SUITE 170
    GREEN BAY,WI54301
      PC PROGRAM SUPPORT 10,000
    CEREBRAL PALSY INC
    2801 SOUTH WEBSTER AVENUE
    GREEN BAY,WI54301
      PC THERAPEUTIC LISTENING PROGRAM 1,475
    CHAMPIONSHIPS FOR LEARNING
    3606 ENTERPRISE AVENUE SUITE 150
    NAPLES,FL34104
      PC STUDENT SCHOLARSHIPS 5,000
    CITY OF OCONTO
    1210 MAIN STREET
    OCONTO,WI54153
      PC ADA HANDICAP-ACCESSIBLE FLOATING DOCK 12,500
    COLLEGEREADY
    715 SUPERIOR ROAD SUITE 102
    GREEN BAY,WI54311
      PC SCHOLARSHIPS 10,000
    COMMUNITY BENEFIT TREE INC
    PO BOX 348
    KAUKAUNA,WI54130
      PC SPORTS TRAINING AND COMPETITION PROGRAM 2,500
    CONNECTIONS FOR MENTAL WELLNESS
    PO BOX 13035
    GREEN BAY,WI54307
      PC OPERATING SUPPORT 25,000
    COPPERFEST OCONTO WISCONSIN
    625 SEVENTH STREET
    OCONTO,WI54153
      PC 40" TRAILER 5,000
    CRIVITZ RESCUE SQUAD
    PO BOX 666
    CRIVITZ,WI54114
      PC OPERATING SUPPORT 500
    CRIVITZ RESCUE SQUAD
    PO BOX 666
    CRIVITZ,WI54114
      PC PRESTAN MANNEQUINS 1,000
    CURATIVE CONNECTIONS
    PO BOX 8027
    GREEN BAY,WI543088027
      PC COVID-19 RELIEF FUND 50,000
    DISABLED AMERICAN VETERANS
    1253 SCHEURING ROAD SUITE A
    DE PERE,WI54115
      PC NEW VANS 5,000
    ECUMENICAL PARTNERSHIP FOR HOUSING INC
    PO BOX 524
    GREEN BAY,WI54313
      PC OPERATING SUPPORT 7,200
    EMMANUEL LUTHERAN CHURCH
    777 MOORING LINE DRIVE
    NAPLES,FL34102
      PC PLEDGE 5,000
    EXCEPTIONAL EQUESTRIANS
    1130 ORLANDO DRIVE
    DE PERE,WI54115
      PC OPERATING SUPPORT 25,000
    FIRST AMERICAN LUTHERAN CHURCH
    511 MADISON STREET
    OCONTO,WI54153
      PC CHURCH REFRESH PROJECT 100,000
    FOUNDATIONS HEALTH AND WHOLENESS
    1061 W MASON STREET
    GREEN BAY,WI54303
      PC PARENT NAVIGATOR POSITION 25,000
    GIRL SCOUTS OF NORTHWESTERN WISCONSIN GREAT LAKES
    112 N ADAMS STREET SUITE 101
    GREEN BAY,WI54301
      PC REACHING OUT PROGRAM 5,000
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54303
      PC HOLIDAY TREE 5,000
    GREEN BAY BOTANICAL GARDEN
    2600 LARSEN ROAD
    GREEN BAY,WI54303
      PC NATURE NURTURES CAMPAIGN 250,000
    GREEN BAY CRIME STOPPERS
    PO BOX 1087
    GREEN BAY,WI54305
      PC GOLF OUTING SPONSOR 1,000
    GREEN BAY PREBLE DANCE TEAM
    2222 DECKNER AVENUE
    GREEN BAY,WI54302
      PC DANCE TEAM UNIFORMS 1,000
    HARRY CHAPIN FOOD BANK
    3760 FOWLER STREET
    FORT MEYERS,FL33901
      PC WINK FEEDS FAMILIES MARCH TO A MILLION MEALS 1,000
    HOUSE OF HOPE
    1660 CHRISTIANA STREET
    GREEN BAY,WI54303
      PC OPERATING SUPPORT 25,000
    HSHS ST VINCENT ST MARY'S FOUNDATION
    PO BOX 110706
    GREEN BAY,WI543071706
      PC CHILD LIFE PROGRAM 10,000
    JACKIE NITSCHKE CENTER
    PO BOX 1085
    GREEN BAY,WI543051085
      PC WOMEN'S RECOVERY HOME 25,000
    LUTHER SEMINARY
    PO BOX 860747
    MINNEAPOLIS,MN554860747
      PC JUBILEE SCHOLARSHIP FUND 25,000
    MAKE-A-WISH WISCONSIN
    100 W COLLEGE AVENUE SUITE 50E
    APPLETON,WI54911
      PC PROGRAM SUPPORT 7,500
    MAYO CLINIC
    PO BOX 450
    ALBERT LEA,MN560070450
      PC TRIPLE MATCH SPONSOR 1,000
    NEW COMMUNITY CLINIC
    622 BODART STREET
    GREEN BAY,WI54301
      PC CAPITAL CAMPAIGN 150,000
    NEW ZOOLOGICAL SOCIETY INC
    PO BOX 12647
    GREEN BAY,WI543072647
      PC N.E.W. ZOO AND ADVENTURE PARK CANOPY PROJECT 30,000
    NEIGHBORWORKS
    437 S JACKSON STREET
    GREEN BAY,WI54301
      PC HOMEBUYER EDUCATION PROGRAM 10,000
    NEVILLE PUBLIC MUSEUM FOUNDATION
    PO BOX 325
    GREEN BAY,WI54305
      PC EXHIBITS AND PROGRAMMING 5,000
    NEW COMMUNITY SHELTER INC
    301 MATHER STREET
    GREEN BAY,WI54303
      PC GOLF CLASSIC SPONSOR 5,000
    NOTRE DAME ACADEMY
    610 MARYHILL DRIVE
    GREEN BAY,WI54303
      PC TRITONFEST 2022 10,000
    NWTC
    3298 COUNTY ROAD EE PO 181
    ABRAMS,WI54101
      PC CRUISER'S SCHOLARSHIP RECIPIENT - MADELINE NIELSEN 1,250
    NWTC
    4450 RENIER ROAD
    GREEN BAY,WI54311
      PC CRUISER'S SCHOLARSHIP RECIPIENT - MCKENNA ZENZ 1,250
    NWTC
    N3010 N 1ST ROAD
    POUND,WI54161
      PC CRUISER'S SCHOLARSHIP RECIPIENT - MACKENZIE CHAMPAGNE 1,250
    NWTC
    4450 RENIER ROAD
    GREEN BAY,WI54311
      PC CRUISER'S SCHOLARSHIP RECIPIENT - MCKENNA ZENZ 1,250
    OCONTO AREA HUMANE SOCIETY
    150 S KATCH DRIVE
    OCONTO,WI54153
      PC OPERATING SUPPORT 3,000
    OCONTO AREA HUMANE SOCIETY
    150 S KATCH DRIVE
    OCONTO,WI54153
      PC OPERATING SUPPORT 3,000
    OCONTO AREA HUMANE SOCIETY
    150 S KATCH DRIVE
    OCONTO,WI54153
      PC OPERATING SUPPORT 3,000
    OCONTO AREA HUMANE SOCIETY
    150 S KATCH DRIVE
    OCONTO,WI54153
      PC OPERATING SUPPORT 3,000
    OCONTO POLICE DEPARTMENT
    1210 MAIN STREET
    OCONTO,WI54153
      PC K9 PROGRAM 10,000
    ORAL HEALTH PARTNERSHIP
    1245 MAIN STREET
    GREEN BAY,WI54302
      PC INSTRUMENTAL MANAGEMENT SYSTEM CASSETTES 2,500
    PAUL'S PANTRY
    1529 LEO FRIGO WAY
    GREEN BAY,WI543021163
      PC ANNUAL APPEAL 5,000
    PROFESSIONAL FIRE FIGHTERS OF WISCONSIN
    321 EAST MAIN STREET SUITE 200
    MADISON,WI53703
      PC CAMP MEALS 5,000
    PROVIDENCE ACADEMY
    1420 DIVISION STREET
    GREEN BAY,WI54303
      PC CAPITAL CAMPAIGN 50,000
    RAWHIDE
    E7475 RAWHIDE ROAD
    NEW LONDON,WI54961
      PC BUILDING OF HOPE CAPITAL CAMPAIGN 25,000
    RONALD MCDONALD HOUSE CHARITIES
    8948 WATERTOWN PLANK ROAD
    WAUWATOSA,WI53226
      PC SHORT-TERM GUEST ROOM 1,000
    SERVICE LEAGUE OF GREEN BAY
    PO BOX 372
    GREEN BAY,WI543050372
      PC BACK-TO-SCHOOL STORE 2,500
    SPECIAL OLYMPICS WISCONSIN
    W5361 CTY KK SUITE D
    APPLETON,WI54915
      PC SPORTS TRAINING AND COMPETITION PROGRAM 2,500
    SYBLE HOPP SCHOOL
    755 SCHEURING ROAD
    DE PERE,WI54115
      PC CAPITAL CAMPAIGN 250,000
    THE GIVING TREE
    2706 LINEVILLE ROAD
    GREEN BAY,WI54313
      PC BACK-TO-SCHOOL EVENT 2,000
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303
      PC ANGEL CAMPAIGN 10,000
    TREE FOR TOMORROW
    PO BOX 609
    EAGLE RIVER,WI54521
      PC OPERATING EXPENSE 1,000
    UNITY
    2366 OAK RIDGE CIRCLE
    DE PERE,WI54115
      PC PALLIATIVE CARE PROGRAM 25,000
    UNIVERSITY OF WISCONSIN - GREEN BAY
    4450 RENIER ROAD
    GREEN BAY,WI54311
      PC CRUISER'S SCHOLARSHIP RECIPIENT - CAMERON ZENZ 1,250
    UNIVERSITY OF WISCONSIN - GREEN BAY
    2025 N BIRCHWOOD AVENUE
    APPLETON,WI54914
      PC CRUISER'S SCHOLARSHIP RECIPIENT - MELANIE BERGE 1,250
    UNIVERSITY OF WISCONSIN - GREEN BAY
    4450 RENIER ROAD
    GREEN BAY,WI54311
      PC CRUISER'S SCHOLARSHIP RECIPIENT - CAMERON ZENZ 1,250
    UNIVERSITY OF WISCONSIN - LA CROSSE
    315 14TH STREET N
    LA CROSSE,WI54601
      PC CRUISER'S SCHOLARSHIP RECIPIENT - AMBER PROCTOR 1,250
    UNIVERSITY OF WISCONSIN - LACROSSE
    8411 COUNTY ROAD E
    OCONTO FALLS,WI54154
      PC CRUISER'S SCHOLARSHIP RECIPIENT - AMBER PROCTOR 1,250
    UW-GREEN BAY FOUNDATION
    2420 NICOLET DRIVE
    GREEN BAY,WI543119969
      PC PHOENIX FUND 1,300
    VIVENT HEALTH
    445 S ADAMS STREET
    GREEN BAY,WI54301
      PC HIV MEDICAL HOME PROGRAM 5,000
    WISCONSIN HUMANE SOCIETY
    1830 RADISSON STREET
    GREEN BAY,WI54302
      PC OPERATING SUPPORT 5,000
    Total .................................bullet 3a 1,367,425
    bApproved for future payment
    BRAIN CENTER OF GREEN BAY
    716 S MADISON STREET
    GREEN BAY,WI54301
      PC OPERATING SUPPORT 12,500
    CASA
    414 E WALNUT STREET SUITE 170
    GREEN BAY,WI54301
      PC PROGRAM SUPPORT 20,000
    COLLEGEREADY
    715 SUPERIOR ROAD SUITE 102
    GREEN BAY,WI54311
      PC SCHOLARSHIPS 30,000
    CRUISER'S SCHOLARSHIP FUND
    1175 LOMBARDI AVE SUITE 450
    GREEN BAY,WI54304
      PC SCHOLARSHIPS 21,250
    EMMANUEL LUTHERAN CHURCH
    777 MOORING LINE DRIVE
    NAPLES,FL34102
      PC CHURCH DUES 15,000
    GOLDEN HOUSE
    1120 UNIVERSITY AVE
    GREEN BAY,WI54302
      PC CAPITAL CAMPAIGN 100,000
    GREATER GREEN BAY HABITAT FOR HUMANITY
    PO BOX 10263
    GREEN BAY,WI54307
      PC HOMEOWNERSHIP PROGRAM 10,000
    J DOUGLAS BAKE OCONTO MUNICIPAL AIRPORT
    2983 AIRPORT RD
    OCTONTO,WI54153
      PC PRO 110 MOBILE FUEL TRAILER 4,000
    NEIGHBORWORKS
    437 S JACKSON STREET
    GREEN BAY,WI54301
      PC HOMEBUYER EDUCATION PROGRAM 20,000
    OCONTO AREA CHAMBER OF COMMERCE
    517 SMITH AVE
    OCONTO,WI54153
      PC PEDESTRIAN BRIDGE 25,000
    OCONTO AREA HUMANE SOCIETY
    150 S KATCH DRIVE
    OCONTO,WI54153
      PC OPERATING SUPPORT 9,000
    PROVIDENCE ACADEMY
    1420 DIVISION STREET
    GREEN BAY,WI54303
      PC CAPITAL CAMPAIGN 50,000
    THE SALVATION ARMY
    626 UNION COURT
    GREEN BAY,WI54303
      PC PATHWAY OF HOPE PROGRAM 60,000
    VIVENT HEALTH
    445 S ADAMS STREET
    GREEN BAY,WI54301
      PC HIV MEDICAL HOME PROGRAM 10,000
    Total .................................bullet 3b 386,750
    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 ............
    531190 21,089 18 1,478,726  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aSOF X PRIVATE INVESTORS K1 ORDINARY INCOME
    531190 -1,101      
    bSOF X PRIVATE INVESTORS K1 RENTAL INCOME 531190 -5,131      
    cGRANT REFUND     01 5,000  
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 14,932 1,917,213 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,932,145
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow
    Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,893 4,002   4,446

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
    SOF X PRIVATE INVESTORS LLC K1   PURCHASED       26 COST 0 -26  
    SOF X PRIVATE INVESTORS LLC K1   PURCHASED     5,277   COST 0 5,277  
    SOF X PRIVATE INVESTORS LLC K1   PURCHASED     15,838   COST 0 15,838  

    TY 2021 InvestmentsOtherSchedule2
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    AMERICAN EUROPACIFIC GROWTH AT COST 1,841,480 2,211,962
    BLACKSTONE ENERGY AT COST 28,842 116,274
    CARLYLE STRUCTURED CREDIT FUND LP AT COST 582,660 551,924
    COUNTERPOINT AT COST 276,672 275,239
    DST OPPORTUNITIES II ACCESS LLC AT COST 161,898 534,209
    GLOBAL ATLANTIC IVY CO-INVEST ACCESS OFFSHORE AT COST 358,732 343,150
    GOLDMAN SACHS RENEWABLE POWER LLC AT COST 231,218 318,955
    HPC MILLENNIUM INTL LTD CL A AT COST 1,049,786 1,650,074
    MORGAN STANLEY BANK STOCKS #0183 - SEE ATTACHED AT COST 720,059 1,930,475
    MORGAN STANLEY FIDUCIARY MANAGEMENT #5183 - SEE ATTACHED AT COST 2,678,686 3,808,316
    MORGAN STANLEY GENEVA CAPITAL MGMT #0183 - SEE ATTACHED AT COST 1,411,198 3,579,438
    MORGAN STANLEY JENNISON LARGE GROWTH #1183 - SEE ATTACHED AT COST 1,988,923 3,572,640
    MORGAN STANLEY VANGUARD MID CAP #2183 - SEE ATTACHED AT COST 1,982,380 3,678,766
    NEWLIGHT TECHNOLOGIES AT COST 499,954 500,000
    OPPENHEIMER DEVELOPING MKTS / INVESCO DEV MARKET AT COST 1,005,274 1,116,017
    PB CHINA HARVEST II FEEDER, LP AT COST 177,745 106,618
    PE PREMIER BEP III AT COST 143,802 148,652
    SCP II OFFSHORE - CLASS A AT COST 99,519 126,091
    SHEPHERD SELECT ASSET LTD AT COST 2,066 2,066
    SOF VIII PRIVATE INVESTORS LLC AT COST 146,350 543,512
    SOF X PRIVATE INVESTORS LLC AT COST 132,903 258,918
    STAR INVESTORS LP AT COST 481,585 895,023
    TERRA SECURED INCOME FUND AT COST 370,458 500,000
    TRIPLEPOINT GLOBAL VENTURE CREDIT ACCESS AT COST 323,557 310,960
    WEST STREET STRATEGIC SOLUTIONS OFFSHORE FEEDER FUND I, LLC AT COST 267,718 294,620
    BREIT AT COST 500,000 549,717
    HORIZON ENVIRO & CLIMATE SOLUTIONS OFFSHORE FEEDER I, LLC AT COST 15,000 13,984
    NORTHVOLT INVESTMENTS, SLP AT COST 49,707 49,827
    DST OPPORTUNITIES IV ACCESS OFFSHORE LP AT COST 68,234 72,275

    TY 2021 OtherExpensesSchedule
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISC 10 5   5


    TY 2021 OtherIncomeSchedule2
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SOF X PRIVATE INVESTORS K1 ORDINARY INCOME -1,101   -1,101
    SOF X PRIVATE INVESTORS K1 RENTAL INCOME -5,131   -5,131
    GRANT REFUND 5,000   5,000


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 129,658 129,377   0
    MANAGEMENT FEES 12,000 6,000   6,000


    TY 2021 TaxesSchedule
    Name:
    K C STOCK FOUNDATION INC
    EIN:
    39-1688221
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX 1,831 1,772   0
    EXCISE TAX 17,500 0   0
    WISCONSIN TAXES 1,163 0   0