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 08-01-2021 , and ending 07-31-2022
Name of foundation
UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
 
Number and street (or P.O. box number if mail is not delivered to street address)1 WEST 39TH STREET 5TH FLR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10018
A Employer identification number

13-6744780
B Telephone number (see instructions)

(716) 841-5471
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$1,876,238J 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... 34,572 34,403  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 129,853
b Gross sales price for all assets on line 6a 653,184
7 Capital gain net income (from Part IV, line 2)... 129,853
8 Net short-term capital gain......... 0
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........ 164,425 164,256  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 27,965 22,372   5,593
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,554 200   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 250     250
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 30,769 22,572 0 5,843
25 Contributions, gifts, grants paid....... 114,513 114,513
26 Total expenses and disbursements. Add lines 24 and 25 145,282 22,572 0 120,356
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 19,143
b Net investment income (if negative, enter -0-) 141,684
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 13,353 12,503 12,503
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 578,901 Click to see attachment658,740 978,359
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).......... 930,036 Click to see attachment870,144 885,376
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) 1,522,290 1,541,387 1,876,238
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
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........ 1,522,290 1,541,387
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)..... 1,522,290 1,541,387
30 Total liabilities and net assets/fund balances (see instructions). 1,522,290 1,541,387
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
1,522,290
2
Enter amount from Part I, line 27a .....................
2
19,143
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,541,433
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
46
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,541,387
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 80. ABBOTT LABS     2021-09-14
b 1. ADOBE SYS INC   2014-05-20 2022-05-20
c 8. AECOM   2021-04-06 2022-05-20
d 92. AECOM   2021-04-06 2022-07-13
e 98. AEROVIRONMENT INC   2021-09-10 2021-12-13
51. AEROVIRONMENT INC     2021-12-13
1. ALPHABET INC CL A   2008-03-20 2022-05-20
119. AMAZON COM INC   2012-10-26 2022-06-23
3. AMERICAN TOWER CORP REAL ESTATE INVESTMENT TRUST   2021-08-23 2022-05-20
23. APPLE COMPUTER INC   2006-07-26 2021-12-10
13. APPLE COMPUTER INC   2006-07-26 2022-05-20
19. ARAMARK   2020-12-11 2022-05-20
3. BECTON DICKINSON & CO   2021-09-14 2022-05-20
1. BLACKROCK INC   2022-03-10 2022-05-20
3. BLACKROCK INC   2022-03-10 2022-07-07
8. BLACKROCK INC     2022-07-07
87. BLACKSTONE GROUP INC ( THE ) CL A COM     2021-09-14
6. BLACKSTONE GROUP INC ( THE ) CL A COM   2019-04-18 2022-05-20
80. BLACKSTONE GROUP INC ( THE ) CL A COM   2019-04-18 2022-07-07
2. BROADCOM INC   2021-08-23 2022-05-20
7. CVS CORP   2022-01-10 2022-05-20
175. CHEVRONTEXACO CORP   2021-06-02 2022-03-07
31. CHEVRONTEXACO CORP   2021-06-02 2022-04-04
3. CHEVRONTEXACO CORP   2016-02-24 2022-04-04
23. CHEVRONTEXACO CORP   2016-02-24 2022-05-12
3. CHEVRONTEXACO CORP   2016-02-24 2022-05-20
2. CHIPOTLE MEXICAN GRILL INC   2021-08-23 2022-04-14
347. COMCAST CORP-CL A     2021-09-14
134. CONOCOPHILLIPS   2022-01-07 2022-03-07
44. CONOCOPHILLIPS   2022-01-07 2022-05-12
3. CONOCOPHILLIPS   2022-01-07 2022-05-20
73. CONSTELLATION BRANDS INC CL A   2014-05-20 2021-08-17
162. CRANE CO   2021-05-14 2022-05-17
6. CRANE HOLDINGS CO   2021-05-14 2022-05-20
56. CRANE HOLDINGS CO   2021-05-14 2022-07-13
4. DANAHER CORP   2008-01-22 2022-05-20
5. DISNEY WALT CO   2022-04-20 2022-05-20
.2 EMBECTA CORP   2020-02-25 2022-04-05
10. EMBECTA CORP     2022-04-06
8. EMBECTA CORP     2022-04-06
1. EQUINIX INC REIT   2019-04-12 2022-05-20
78. META PLATFORMS INC     2022-02-18
156. FISERV INC     2021-11-15
2. GENERAC HOLDINGS   2020-02-26 2022-05-20
18. GENERAC HOLDINGS   2020-02-26 2022-06-17
385. GENERAL MOTORS CO   2022-01-03 2022-04-04
3. HOME DEPOT INC   2022-04-04 2022-05-20
20. HOME DEPOT INC   2022-04-04 2022-06-29
4. HOME DEPOT INC   2015-04-20 2022-06-29
65. HONEYWELL INTL INC   2017-01-19 2022-02-01
33. HUNTINGTON INGALLS INDUSTRIES   2021-02-03 2022-01-03
59. HUNTINGTON INGALLS INDUSTRIES     2022-01-03
31. INTERCONTINENTAL EXCHANGE INC   2021-07-20 2022-01-19
20. INTERCONTINENTAL EXCHANGE INC   2020-02-06 2022-01-19
141. INTERCONTINENTAL EXCHANGE INC     2022-02-10
61. INTERNATIONAL BUSINESS MACHS CORP     2021-08-23
2. INTUITIVE SURGICAL INC   2021-08-17 2022-05-20
4. IQVIA HOLDINGS INC   2019-04-11 2022-05-20
14. ISHARES MSCI EUROZONE ETF   2017-09-12 2022-05-20
11. ISHARES MSCI GERMANY INDEX FD   2017-09-12 2022-05-20
146. ISHARES CORE TOTAL US AGGREGATE BOND ETF   2020-05-06 2022-05-20
24. ISHARES RUSSELL MIDCAP VALUE ETF   2021-05-18 2022-05-20
28. ISHARES RUSSELL MIDCAP GROWTH ETF     2022-05-20
51. ISHARES-RUSSELL 2000 VALUE INDEX FD   2020-01-07 2021-08-09
13. ISHARES-RUSSELL 2000 VALUE INDEX FD   2020-01-07 2022-05-20
42. ISHARES RUSSELL 2000 GROWTH ETF   2020-01-07 2021-08-09
7. ISHARES RUSSELL 2000 GROWTH ETF   2020-01-07 2022-05-20
18. ISHARES-S&P SMALL CAP 600 INDEX FD   2020-05-28 2022-05-20
11. ISHARES JP MORGAN USD EMERG MKTS BD ETF $5.113   2021-07-16 2022-05-20
20. ISHARES IBOXX HIGH YIELD CORPORATE ETF $4.392   2021-07-16 2022-05-20
17. ISHARES MSCI EAFE VALUE ETF   2017-09-12 2022-05-20
9. ISHARES MSCI EAFE GROWTH ETF   2020-01-07 2022-05-20
9. ISHARES MSCI UNITED KINGDOM SM CAP ETF   2021-05-18 2022-05-20
44. ISHARES CORE MSCI EAFE ETF   2021-05-18 2022-05-20
13. ISHARES CORE MSCI EMERGING ETF $1.334   2020-01-07 2022-05-20
12. ISHARES MSCI UNITED KINGDOM ETF   2021-05-18 2022-05-20
105. ISHARES INTL AGGREGATE BOND ETF   2021-07-16 2022-05-20
51. J P MORGAN CHASE & CO     2022-01-14
5. J P MORGAN CHASE & CO   2022-03-10 2022-05-20
23. J P MORGAN CHASE & CO   2022-03-10 2022-05-26
5. J P MORGAN CHASE & CO     2022-05-26
104. JOHNSON & JOHNSON     2021-08-17
63. LAUDER ESTEE COS INC CL A   2019-03-04 2022-01-10
1. LULULEMON ATH-WI   2020-09-09 2022-05-20
32. LULULEMON ATH-WI     2022-06-23
55. MCDONALDS CORP     2021-08-23
6. MICROSOFT CORP   2022-02-08 2022-05-20
8. MORGAN STANLEY DEAN WITTER DISCOVER   2021-07-20 2022-05-20
3. NIKE INC CL B   2017-07-28 2022-05-20
79. NIKE INC CL B   2017-07-28 2022-06-23
4. NVIDIA CORP   2021-08-23 2022-05-20
8. OSHKOSH TRUCK CORP   2021-09-16 2022-05-20
53. OSHKOSH TRUCK CORP   2021-09-16 2022-06-17
7. OSHKOSH TRUCK CORP   2021-09-16 2022-07-13
42. OSHKOSH TRUCK CORP   2021-02-17 2022-07-13
6. PACCAR INC COM   2022-02-01 2022-05-20
53. PACCAR INC COM   2022-02-01 2022-07-13
2. PALO ALTO NETWORKS   2021-11-15 2022-05-20
23. PAYPAL HOLDINGS INC   2021-11-15 2022-02-02
93. PAYPAL HOLDINGS INC     2022-02-02
151. QUALCOMM INC     2021-08-23
5. QUANTA SVCS INC   2021-09-14 2022-05-20
91. SPDR BBG BARCLAY EM LOCAL BOND   2020-11-05 2022-05-20
2. SVB FINANCIAL GROUP   2021-09-14 2022-05-20
12. SVB FINANCIAL GROUP   2021-09-14 2022-05-26
2. SALESFORCE.COM   2013-07-16 2022-05-20
73. SCHLUMBERGER LTD   2021-01-05 2022-04-04
90. SCHLUMBERGER LTD   2021-01-05 2022-05-12
9. SCHLUMBERGER LTD   2021-01-05 2022-05-20
11. SCHWAB CHARLES CORP NEW   2022-01-03 2022-05-20
105. SCHWAB CHARLES CORP NEW   2022-01-03 2022-05-26
164. SOUTHWEST AIRLS CO   2021-03-18 2021-08-11
106. SQUARE INC CL A     2022-01-07
4. TARGET CORP   2022-01-19 2022-05-20
1. TESLA INC   2022-04-04 2022-05-20
5. TESLA INC   2022-04-04 2022-06-23
8. THERMO FISHER SCIENTIFIC INC   2011-10-28 2022-01-19
1. THERMO FISHER SCIENTIFIC INC   2011-10-28 2022-05-20
2. UNITED RENTALS INC   2019-04-02 2022-05-20
10. UNITED RENTALS INC   2019-04-02 2022-06-17
20. UNITED RENTALS INC   2019-04-02 2022-07-13
10. UNITEDHEALTH GROUP INC   2010-03-05 2022-01-19
2. UNITEDHEALTH GROUP INC   2010-03-05 2022-05-20
12. UNITEDHEALTH GROUP INC   2010-03-05 2022-07-21
49. VISA INC-CLASS A   2014-11-25 2021-11-15
4. VULCAN MATLS CO   2021-01-12 2022-05-20
38. VULCAN MATLS CO   2021-01-12 2022-05-20
26. VULCAN MATLS CO   2021-01-12 2022-06-17
7. WALMART STORES INC   2021-08-17 2022-05-20
13. WELLS FARGO & CO NEW   2021-03-18 2022-05-20
51. WELLS FARGO & CO NEW   2021-03-18 2022-05-26
1. WORKDAY INC CLASS A   2020-09-01 2022-05-20
37. WORKDAY INC CLASS A   2020-09-01 2022-06-03
.2 ZIMVIE INC   2020-03-30 2022-03-03
2.2 ZIMVIE INC   2021-08-17 2022-03-08
13.8 ZIMVIE INC     2022-03-08
6. ZIMMER HOLDINGS INC   2021-08-17 2022-05-20
449. JANUS HENDERSON GROUP PLC   2020-12-03 2022-05-04
3. LINDE PLC   2021-02-17 2022-05-20
21. LINDE PLC     2022-05-20
12. LINDE PLC   2019-04-08 2022-06-17
4. CHUBB LIMITED   2022-02-10 2022-05-20
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(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 10,163   7,492 2,671
b 401   62 339
c 541   533 8
d 5,867   6,132 -265
e 5,911   9,181 -3,270
3,076   3,908 -832
2,204   215 1,989
13,194   1,412 11,782
718   869 -151
4,067   52 4,015
1,802   30 1,772
614   722 -108
757   765 -8
600   687 -87
1,865   2,061 -196
4,975   4,087 888
11,364   3,337 8,027
643   228 415
7,770   3,041 4,729
1,091   961 130
656   730 -74
28,157   18,964 9,193
5,062   3,359 1,703
490   254 236
3,661   1,949 1,712
507   254 253
3,194   3,857 -663
19,299   10,551 8,748
13,808   10,706 3,102
4,225   3,516 709
318   240 78
15,623   6,011 9,612
15,778   15,778  
540   584 -44
4,939   5,454 -515
1,002   114 888
518   625 -107
6   6  
287   294 -7
229   234 -5
648   462 186
16,302   14,026 2,276
15,881   13,365 2,516
429   219 210
4,000   1,975 2,025
16,623   23,523 -6,900
851   912 -61
5,475   6,077 -602
1,095   452 643
13,187   7,345 5,842
6,145   5,280 865
10,986   10,081 905
3,920   3,707 213
2,529   1,789 740
17,995   10,992 7,003
8,482   7,950 532
440   680 -240
806   574 232
558   602 -44
287   353 -66
15,034   17,002 -1,968
2,607   2,780 -173
2,294   1,403 891
8,216   6,509 1,707
1,862   1,659 203
12,712   8,990 3,722
1,477   1,498 -21
1,727   1,233 494
981   1,239 -258
1,534   1,756 -222
815   919 -104
769   778 -9
313   439 -126
2,812   3,340 -528
662   699 -37
385   408 -23
5,333   5,836 -503
8,153   4,781 3,372
591   662 -71
2,976   3,044 -68
647   387 260
18,582   13,567 5,015
21,113   9,921 11,192
273   317 -44
9,077   7,267 1,810
13,124   10,021 3,103
1,537   1,826 -289
642   743 -101
326   176 150
8,396   4,622 3,774
672   860 -188
697   874 -177
4,328   5,787 -1,459
553   764 -211
3,320   4,219 -899
478   570 -92
4,216   5,034 -818
962   1,039 -77
3,078   4,918 -1,840
12,447   9,203 3,244
21,616   13,379 8,237
569   580 -11
1,923   2,441 -518
865   1,166 -301
5,657   6,996 -1,339
316   84 232
2,985   1,690 1,295
3,364   2,084 1,280
372   208 164
693   941 -248
7,229   8,981 -1,752
8,387   10,156 -1,769
15,057   23,405 -8,348
610   900 -290
687   1,131 -444
3,534   5,653 -2,119
4,748   412 4,336
561   52 509
541   237 304
2,400   1,186 1,214
4,973   2,372 2,601
4,635   337 4,298
959   67 892
6,167   405 5,762
10,459   3,156 7,303
638   669 -31
5,993   6,359 -366
3,761   4,351 -590
832   1,063 -231
545   537 8
2,322   2,108 214
168   243 -75
6,080   8,979 -2,899
5   4 1
48   75 -27
299   376 -77
705   864 -159
12,467   14,373 -1,906
942   748 194
6,472   4,789 1,683
3,435   2,222 1,213
814   843 -29
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
      69
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       2,671
b       339
c       8
d       -265
e       -3,270
      -832
      1,989
      11,782
      -151
      4,015
      1,772
      -108
      -8
      -87
      -196
      888
      8,027
      415
      4,729
      130
      -74
      9,193
      1,703
      236
      1,712
      253
      -663
      8,748
      3,102
      709
      78
      9,612
       
      -44
      -515
      888
      -107
       
      -7
      -5
      186
      2,276
      2,516
      210
      2,025
      -6,900
      -61
      -602
      643
      5,842
      865
      905
      213
      740
      7,003
      532
      -240
      232
      -44
      -66
      -1,968
      -173
      891
      1,707
      203
      3,722
      -21
      494
      -258
      -222
      -104
      -9
      -126
      -528
      -37
      -23
      -503
      3,372
      -71
      -68
      260
      5,015
      11,192
      -44
      1,810
      3,103
      -289
      -101
      150
      3,774
      -188
      -177
      -1,459
      -211
      -899
      -92
      -818
      -77
      -1,840
      3,244
      8,237
      -11
      -518
      -301
      -1,339
      232
      1,295
      1,280
      164
      -248
      -1,752
      -1,769
      -8,348
      -290
      -444
      -2,119
      4,336
      509
      304
      1,214
      2,601
      4,298
      892
      5,762
      7,303
      -31
      -366
      -590
      -231
      8
      214
      -75
      -2,899
      1
      -27
      -77
      -159
      -1,906
      194
      1,683
      1,213
      -29
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 129,853
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 1,969
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 1,969
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,007
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,007
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
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet38 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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 addressbullet  
    14
    The books are in care ofbulletHSBC BANK USA Telephone no.bullet (716) 841-5471

    Located atbullet1 WEST 39TH STREET 5TH FLRNEW YORKNY ZIP+4bullet10018
    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)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    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
    HSBC BANK USA TRUSTEE
    0     		27,965    
    1 W 39TH ST 5TH FLR
    NEW YORK,NY10018
    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.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,135,654
    b
    Average of monthly cash balances.......................
    1b
    4,662
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,140,316
    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
    2,140,316
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    32,105
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,108,211
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    105,411
    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
    105,411
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,969
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,969
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    103,442
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    103,442
    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
    103,442
    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 7 103,442
    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...... 109,912
    b From 2017...... 97,166
    c From 2018...... 214,440
    d From 2019...... 10,328
    e From 2020...... 87,069
    f Total of lines 3a through e ........ 518,915
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 120,356
    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..... 103,442
    e Remaining amount distributed out of corpus 16,914
    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 5 535,829
    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) ...     		109,912
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		425,917
    10 Analysis of line 9:
    a Excess from 2017.... 97,166
    b Excess from 2018.... 214,440
    c Excess from 2019.... 10,328
    d Excess from 2020.... 87,069
    e Excess from 2021.... 16,914
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    EDWARD J MADDEN MEMORIAL
    OPEN HEARTS CLUB
    81 SAMPSON PARKWAY
    PITTSFIELD,MA01201     		NONE PC PROGRAM SUPPORT 114,513
    Total .................................bullet 3a 114,513
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 129,853  
    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) ..   164,425  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    164,425
    (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.)
    11 0
    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 InvestmentsCorpStockSchedule
    Name:
    UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
    EIN:
    13-6744780
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS    
    ABBVIE INC 13,472 12,485
    ADOBE SYS INC 1,735 11,483
    AEROVIRONMENT INC    
    ALPHABET INC CL A 3,008 32,570
    AMAZON.COM INC 1,910 21,727
    AMERICAN EXPRESS CO    
    APPLE INC 821 58,829
    APPLIED MATERIALS INC    
    BALL CORP    
    BECTON DICKINSON 21,786 21,499
    BLACKROCK INC CLASS A 7,624 10,038
    BLACKSTONE GROUP INC ( THE ) C 3,563 9,493
    BRISTOL MYERS SQUIBB CO    
    BROADCOM INC 19,269 31,593
    CHEVRON CORPORATION 6,780 13,102
    CHIPOTLE MEXICAN GRILL INC 10,625 14,078
    CME GROUP INC.    
    COMCAST CORP-CL A    
    CONOCOPHILLIPS 7,511 9,158
    CONSTELLATION BRANDS INC    
    DANAHER CORP 3,078 31,479
    DISNEY WALT CO NEW    
    DOLLAR GENERAL CORP    
    EQUINIX INC REIT 12,169 19,001
    FACEBOOK INC-A    
    FISERV INC    
    FORTIVE CORPORATION    
    GENERAC HOLDINGS 3,564 10,195
    HOME DEPOT INC 7,573 20,163
    HONEYWELL INTERNATIONAL INC    
    HUNTINGTON INGALLS INDUSTRIES    
    INTERCONTINENTAL EXCHANGE INC    
    INTL. BUSINESS MACHINES CORP    
    INTUITIVE SURGICAL INC 13,485 11,278
    IQVIA HOLDINGS INC 14,491 24,748
    JOHNSON & JOHNSON    
    JP MORGAN CHASE & CO 3,162 12,574
    KIMBERLY CLARK CORP    
    LAUDER ESTEE COS CL-A    
    LULULEMON ATH-WI    
    MCDONALDS CORP    
    MICROSOFT CORP 18,425 47,726
    NIKE INC-CLASS B    
    NVIDIA CORP 8,990 19,071
    PAYPAL HOLDINGS INC    
    QUALCOMM INC 8,818 9,429
    SALESFORCE.COM 2,635 11,593
    THERMO FISHER SCIENTIFIC INC 2,009 23,338
    UNITED RENTALS INC 4,150 11,293
    UNITEDHEALTH GROUP INC 1,215 19,524
    VISA INC-CLASS A    
    WAL MART STORES INC 20,225 24,429
    WASTE MANAGEMENT INTERNATIONAL    
    WELLS FARGO & CO 11,312 13,424
    ZIMMER BIOMET HOLDINGS INC 18,430 17,221
    IHS MARKIT LTD    
    LINDE PLC 8,372 13,892
    AECOM 9,292 10,080
    AMERICAN TOWER CORP REAL ESTAT 21,218 20,583
    ARAMARK 19,343 17,902
    CRANE CO    
    MORGAN STANLEY 14,790 20,232
    OSHKOSH CORP 10,204 9,471
    SCHLUMBERGER LTD 5,626 8,998
    SOUTHWEST AIRLINES CO    
    SQUARE INC CL A    
    THE WALT DISNEY COMPANY 12,775 13,899
    VULCAN MATLS CO 9,419 9,920
    WORKDAY INC CLASS A    
    JANUS HENDERSON GROUP PLC    
    AMERICAN ELEC PWR INC 26,807 27,695
    BJS WHOLESALE CLUB HOLDINGS 19,745 23,153
    CHARLES SCHWAB CORP 16,956 14,293
    CRANE HOLDINGS CP 9,740 9,893
    CVS HEALTH CORPORATION 20,009 18,371
    ELEVANCE HEALTH INC 14,225 14,313
    PACCAR INC COM 10,353 9,976
    PALO ALTO NETWORKS 22,866 22,460
    QUANTA SERVICES INCORPORATED 16,830 20,116
    RLI CORP 19,098 17,597
    SERVICE CORP INTERNATIONAL 13,629 14,371
    SVB FINANCIAL GROUP 16,876 12,107
    TARGET CORP 30,147 23,690
    TESLA INC 12,442 10,697
    VALERO ENERGY CORP 9,547 8,972
    VERIZON COMMUNICATIONS 15,675 14,273
    CHUBB LIMITED 20,921 18,864

    TY 2021 InvestmentsOtherSchedule2
    Name:
    UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
    EIN:
    13-6744780
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES CORE TOTAL US AGGREGAT AT COST 277,854 248,415
    ISHARES IBOXX HIGH YIELD CORPO AT COST 26,673 26,272
    ISHARES INTERNATIONAL AGGREGAT AT COST 94,901 88,005
    ISHARES J.P. MORGAN EM LOCAL C      
    ISHARES JP MORGAN USD EMERG MK AT COST 18,493 16,108
    ISHARES MSCI JAPAN ETF      
    ISHARES CORE MSCI EAFE ETF AT COST 84,448 77,997
    ISHARES CORE MSCI EMERGING ETF AT COST 20,386 18,594
    ISHARES CORE S&P SMALL CAP ETF AT COST 34,872 51,709
    ISHARES GOLD TRUST      
    ISHARES MSCI EAFE GROWTH ETF AT COST 19,651 21,768
    ISHARES MSCI EAFE VALUE ETF AT COST 26,292 21,899
    ISHARES MSCI EUROZONE ETF AT COST 17,092 15,493
    ISHARES MSCI GERMANY ETF AT COST 9,386 7,263
    ISHARES RUSSELL 2000 GROWTH ET AT COST 33,075 43,396
    ISHARES RUSSELL 2000 VALUE ETF AT COST 44,012 53,432
    ISHARES RUSSELL MIDCAP GROWTH AT COST 35,653 69,528
    ISHARES RUSSELL MIDCAP VALUE E AT COST 63,777 75,824
    ISHARES MSCI UNITED KINGDOM ET AT COST 11,758 10,695
    ISHARES MSCI UNITED KINGDOM SM AT COST 11,990 8,408
    SPDR BBG BARCLAY EM LOCAL BOND AT COST 39,831 30,570

    TY 2021 OtherDecreasesSchedule
    Name:
    UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
    EIN:
    13-6744780
    Description Amount
    COST BASIS ADJUSTMENT 46


    TY 2021 OtherExpensesSchedule
    Name:
    UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
    EIN:
    13-6744780
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ATTORNEY GENERAL FILING FEE 250 0   250


    TY 2021 TaxesSchedule
    Name:
    UW E J MADDEN MEM OPEN HEARTS CLUB 10-214880
    EIN:
    13-6744780
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 347 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,007 0   0
    FOREIGN TAXES ON QUALIFIED FOR 106 106   0
    FOREIGN TAXES ON NONQUALIFIED 94 94   0