Form990-PF
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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
Acahand Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

83-3070019
B Telephone number (see instructions)

(800) 839-1754
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$96,133,190J 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 1,420 1,420  
4 Dividends and interest from securities... 2,361,548 2,361,548  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,937,227
b Gross sales price for all assets on line 6a 17,869,276
7 Capital gain net income (from Part IV, line 2)... 3,935,864
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)....... Click to see attachment 114,456 119,901  
12 Total. Add lines 1 through 11........ 6,414,651 6,418,733  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages...... 84,043     84,043
15 Pension plans, employee benefits....... 10,744     10,744
16a Legal fees (attach schedule)......... Click to see attachment 15,568 10,464 0 5,105
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 576,284 357,386   218,898
17 Interest............... 2,015     2,015
18 Taxes (attach schedule) (see instructions)... Click to see attachment 88,089      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 171     171
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 372,607 42,575   327,203
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,149,521 410,425 0 648,179
25 Contributions, gifts, grants paid....... 3,371,206 3,347,520
26 Total expenses and disbursements. Add lines 24 and 25 4,520,727 410,425 0 3,995,699
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,893,924
b Net investment income (if negative, enter -0-) 6,008,308
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,911,205 1,286,224 1,286,224
3 Accounts receivable bullet2,472
Less: allowance for doubtful accounts bullet   2,472 2,472 2,472
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) 7,100,848 Click to see attachment9,367,235 9,276,929
b Investments—corporate stock (attach schedule)....... 61,418,807 Click to see attachment64,056,648 78,418,537
c Investments—corporate bonds (attach schedule)....... 5,067,351 Click to see attachment4,733,764 4,632,675
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,036,893 Click to see attachment1,991,002 2,516,353
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) 79,537,576 81,437,345 96,133,190
Liabilities 17 Accounts payable and accrued expenses..........   1,863
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 1,863
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 79,537,576 81,435,482
29 Total net assets or fund balances (see instructions)..... 79,537,576 81,435,482
30 Total liabilities and net assets/fund balances (see instructions). 79,537,576 81,437,345
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
79,537,576
2
Enter amount from Part I, line 27a .....................
2
1,893,924
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,982
4
Add lines 1, 2, and 3 ..........................
4
81,435,482
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
81,435,482
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
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 17,869,276   13,933,412 3,935,864
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       3,935,864
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 3,935,864
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 83,515
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 83,515
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 57,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 28,400
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 85,600
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
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 2,084
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,084 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
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)
    bulletDE, FL, UT
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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)
    Yes
     
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
    Yes
     
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Steven HarrisClick to see attachment Sec, Treas, Dir
    32.0     		0 602 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Carmen MoscripClick to see attachment Dir
    1.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Scott MoscripClick to see attachment Dir, Pres
    2.0     		0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    Olympus Wealth Management LLC Investment MGMT 357,536
    6985 UNION PARK CENTER
    COTTONWOOD HEIGHTS,UT84047
    SWAMM Enterprises LLC ADMINISTRATIVE 219,775
    c/o Olympus Wealth Management PO B
    Midvale,UT84047
    Red Rocket Studios LLC Philanthropic 76,131
    600 Triumph Court
    Orlando,FL32805
    Foundation Source Administrative 103,396
    55 Walls Drive 3rd Fl
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 LIGHT THE WORLD CONCERT SERIES-UNITING THE ORLANDO COMMUNITY THROUGH A FAITH FOCUSED CONCERT SERIES TO CONVEY POSITIVE GOOD DEEDS & TO SUPPORT EFFORTS OF ITS LOCAL COMMUNITY ORGS 209,606
    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
    89,607,352
    b
    Average of monthly cash balances.......................
    1b
    4,224,269
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,772,768
    d
    Total (add lines 1a, b, and c).........................
    1d
    95,604,389
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    95,604,389
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,434,066
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    94,170,323
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    4,708,516
    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
    4,708,516
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    83,515
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    83,515
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,625,001
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    3,982
    5
    Add lines 3 and 4............................
    5
    4,628,983
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    4,628,983
    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 4,628,983
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 3,940,430
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 4,019,385
    a Applied to 2020, but not more than line 2a 3,940,430
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 78,955
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		4,550,028
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    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).)
    Carmen Moscrip
    Scott Moscrip
    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
    ACAPNG FOUNDATION INC
    PO BOX 904
    PORT MORESBY,NATIONAL CAPITAL  
    PP     		N/A PC General & Unrestricted 125,000
    ADVENTIST HEALTH SYSTEM-SUNBELT INC
    601 E ROLLINS ST
    ORLANDO,FL32803     		N/A PC patients and families of Orlando Childrens hospital (see general explanation) 533
    APPLIED TECHNOLOGY FOUNDATION
    50 NORTH 600 WEST STE C
    SALT LAKE CITY,UT84116     		N/A PC Grant to support laptop/ chromebook use 500
    APPLIED TECHNOLOGY FOUNDATION
    50 NORTH 600 WEST STE C
    SALT LAKE CITY,UT84116     		N/A PC Grant to support laptop/ chromebook use in Fiji 500
    BOISE RESCUE MISSION
    308 S 24TH ST
    BOISE,ID83702     		N/A PC City Light Home for women and chrildren 20,000
    MAKAYLA JACAWAY
    BOISE STATE UNIVERSITY Boise State
    1910 UNIVERSITY DR
    BOISE,ID83725     		NONE I Scholarship grant 6,060
    Sandy Maria Castro Meza
    BOISE STATE UNIVERSITY
    1910 UNIVERSITY DR
    BOISE,ID83725     		NONE I Scholarship GRANT 7,250
    Jordan St Martin
    BOISE STATE UNIVERSITY
    1910 UNIVERSITY DR
    BOISE,ID83725     		NONE I Scholarship GRANT 3,900
    Aaron Logan Creech
    BOISE STATE UNIVERSITY
    1910 UNIVERSITY DR
    BOISE,ID83725     		NONE I Scholarship GRANT 7,250
    BOOK OF MORMON ARCHAEOLOGICAL FORUM INC
    553 E 100 N
    AMERICAN FORK,UT84003     		N/A PC Grant to support Book of Mormon Central's vision 70,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC BYU Tender Mercies Intl Student Assistance Fund 12,500
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC Brigham Young Universitys Clinical program 150,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC BYU Marriott School of Business 10,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC School of Family Life at Brigham Young University 50,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC Center for Family History and Genealogy 300,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC Brigham Young Universitys 16 Performing Arts Group 150,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC Center for Family History and Genealogy 50,000
    BRIGHAM YOUNG UNIVERSITY
    1450 N UNIVERSITY AVE
    PROVO,UT84604     		N/A PC Rollins Center for Entrepreneurship and Technology 50,000
    BRIGHAM YOUNG UNIVERSITY-HAWAII
    55-220 KULANUI ST BLDG 5
    LAIE,HI96762     		N/A PC I-WORK Scholarship Fund 200,000
    BRIGHAM YOUNG UNIVERSITY-IDAHO
    525 S CENTER ST
    REXBURG,ID83460     		N/A PC General & Unrestricted 3,400
    Regen Esplin
    BRIGHAM YOUNG UNIVERSITY-IDAHO
    525 S CENTER ST
    REXBURG,ID83460     		NONE I Scholarship GRANT 1,800
    C Holman
    99 Railroad Ave
    Sugar City,ID83448     		NONE I Short-term Emergency Assistance Grant 5,000
    CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAG
    6560 N CHESTNUT ST
    RAVENNA,OH44266     		N/A PC C.H.A.R.M. hurricane preparation and relief efforts 16,000
    CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAG
    6560 N CHESTNUT ST
    RAVENNA,OH44266     		N/A PC hurricane relief and humanitarian efforts (see general explanation) 23,153
    CATHERINE CREEK CHRISTIAN YOUTH CAMP INC
    2443 E 1ST ST
    FRUITLAND,ID83619     		N/A PC Catherine Creek Christian Youth Camp 150,000
    CATHERINE CREEK CHRISTIAN YOUTH CAMP INC
    2443 E 1ST ST
    FRUITLAND,ID83619     		N/A PC Catherine Creek Christian Youth Camp 75,000
    CATHERINE CREEK CHRISTIAN YOUTH CAMP INC
    2443 E 1ST ST
    FRUITLAND,ID83619     		N/A PC Catherine Creek Christian Youth Camp 110,000
    CLARITAS HOUSE OUTREACH MINISTRY INC
    PO BOX 453257
    KISSIMMEE,FL34745     		N/A PC Clarita's House Outreach Ministry's Fund for Hope 5,000
    COALITION FOR THE HOMELESS OF CENTRAL FLORIDA INC
    18 N TERRY AVE
    ORLANDO,FL32801     		N/A PC assist individuals with costs associated with employment 5,000
    Alyssa Christensen
    COLLEGE OF SOUTHERN IDAHO
    PO BOX 1238
    TWIN FALLS,ID83303     		NONE I Scholarship GRANT 500
    COMMUNITY CONCERTS OF TREASURE VALLEY
    45 S OREGON ST
    ONTARIO,OR97914     		N/A PC Community Concerts of Treasure Valley 5,000
    D Evans
    4131 Rulon Circle
    Ammon,ID83406     		N/A I Hardship Assistance Grant 5,000
    Kara Jo Ethington
    DIXIE STATE COLLEGE OF UTAH CHARITA
    225 S UNIVERSITY AVE
    ST GEORGE,UT84770     		NONE I Scholarship GRANT 4,050
    DOWNTOWN KIWANIS CHARITIES INC
    626 LAKE DOT CIR
    ORLANDO,FL32801     		N/A PC 100 year anniversary of Orlando Day University 1,000
    DOWNTOWN KIWANIS CHARITIES INC
    626 LAKE DOT CIR
    ORLANDO,FL32801     		N/A PC Orlando Day Nursery program 250
    EDGEWOOD CHILDRENS RANCH INC
    1451 EDGEWOOD RANCH RD
    ORLANDO,FL32835     		N/A PC Grant funds to pay down the balance of the re-roof 80,000
    FEEDING CHILDREN EVERYWHERE INC
    830 S RONALD REAGAN BLVD UNIT 142
    LONGWOOD,FL32750     		N/A PC Leesburg Stake Youth Conference 11,000
    FLORIDA CITRUS SPORTS ASSOCIATION INC
    1 CITRUS BOWL PL
    ORLANDO,FL32805     		N/A PC Florida Citrus Sports and Legend Club 13,145
    FOUNDATION FOR FOSTER CHILDREN INC
    2265 LEE RD STE 203
    WINTER PARK,FL32789     		N/A PC FFC's Education and Education+ Programs 10,000
    FOUNDATION FOR ORANGE COUNTY PUBLIC SCHOOLS INC
    445 W AMELIA ST STE 901
    ORLANDO,FL32801     		N/A PC The world with Love Concert 35,000
    HELP NOW OF OSCEOLA INC
    108 CHURCH ST
    KISSIMMEE,FL34741     		N/A PC assist individuals with costs associated with employment 3,000
    Janika Ally Lavender
    HILLSONG CHURCH USA INC - HILLSONG
    655 E UNIVERSITY DR
    MESA,AZ85203     		NONE I Scholarship GRANT 4,640
    IDAHO REGIONAL ROBOTICS INC
    573 E WHITEHALL ST
    MERIDIAN,ID83642     		N/A PC FIRST Idaho FRC Regional Robotics Competition 5,000
    Kerissa Rupp
    IDAHO STATE UNIVERSITY
    921 S 8TH AVE 8219
    POCATELLO,ID83201     		NONE I Scholarship GRANT 7,870
    IDAHO STEM ACTION CENTER FOUNDATION
    802 W BANNOCK ST STE 900
    BOISE,ID83702     		N/A PC FIRST Robotics Regional Competition 5,000
    J Heywood
    3046 Frye Street
    Oakland,CA94602     		N/A I Hardship Assistance Grant 5,000
    J Lowder
    3865 Magenta Drive
    Idaho Falls,ID83401     		NONE I Short-term Emergency Assistance Grant 5,000
    J Martinez
    3929 N Mountain View Drive
    Boise,ID83704     		NONE I Short-term Emergency Assistance Grant 5,000
    K Barrett
    3505 Oakwater Pointe Dr
    Orlando,FL32812     		N/A I Hardship Assistance Grant 5,000
    K Webb
    15694 Cumulus Way
    Caldwell,ID83607     		NONE I Short-term Emergency Assistance Grant 5,000
    KIWANIS CLUB OF SOUTH LAKE FOUNDATION INC
    692 W MONTROSE ST STE D
    CLERMONT,FL34711     		N/A PC General & Unrestricted 5,000
    MONTVERDE ACADEMY
    17235 7TH ST
    MONTVERDE,FL34756     		N/A PC Grant to support Montverde Academy's Music Program 2,500
    NEW PLYMOUTH SCHOOL DISTRICT
    103 SE AVE
    NEW PLYMOUTH,ID83655     		N/A GOV New Plymouth School District 700,000
    R Okray
    7101 Rothchild Ct
    Orlando,FL32835     		NONE I Short-term Emergency Assistance Grant 5,000
    R Schwenke
    5222 Spring Run Ave
    Orlando,FL32819     		NONE I Short-term Emergency Assistance Grant 5,000
    Taci Rouse
    REGENTS OF THE UNIVERSITY OF IDAHO
    875 PERIMETER DR MSC 3166
    MOSCOW,ID83844     		NONE I Scholarship GRANT 4,300
    Sadie Jo Buck
    REGENTS OF THE UNIVERSITY OF IDAHO
    875 PERIMETER DR MSC 3166
    MOSCOW,ID83844     		NONE I Scholarship GRANT 2,080
    Holly Arritola
    REGENTS OF THE UNIVERSITY OF IDAHO
    875 PERIMETER DR MSC 3166
    MOSCOW,ID83844     		NONE I Scholarship GRANT 2,080
    Hadley Amelia Goicoechea Hill
    REGENTS OF THE UNIVERSITY OF IDAHO
    875 PERIMETER DR MSC 3166
    MOSCOW,ID83844     		NONE I Scholarship GRANT 3,900
    Taci Shaw
    REGENTS OF THE UNIVERSITY OF IDAHO
    875 PERIMETER DR MSC 3166
    MOSCOW,ID83844     		NONE I Scholarship GRANT 1,620
    RESPONSIBILITY FOUNDATION INC
    1555 N FREEDOM BLVD
    PROVO,UT84604     		N/A PC Mums preschools and Joy School English software pilot program 22,500
    RESPONSIBILITY FOUNDATION INC
    1555 N FREEDOM BLVD
    PROVO,UT84604     		N/A PC Mums prechools Joy School English software pilot program 22,500
    S Tuigamala
    Lot 29 Sec 388 Stones Rd 1
    Port Moresby,Boroko, NCDPNG 123
    PP     		N/A I Hardship Assistance Grant 5,000
    S Wright
    3161 Hill Point Street
    Minneola,FL34715     		N/A I Hardship Assistance Grant 5,000
    SUCCESS IN EDUCATION FOUNDATION
    111 E BROADWAY STE 900
    SALT LAKE CTY,UT84111     		N/A PC Success in Education Foundation 50,000
    THE 4R FOUNDATION INC
    210 N PARK AVE
    WINTER PARK,FL32789     		N/A PC 4roots farm practics 250,000
    THE CHURCH OF JESUS CHRIST OF LATTER-DAY SAINTS
    50 E N TEMPLE FL 22
    SALT LAKE CTY,UT84150     		N/A PC Grant to the FamilySearch Fund 150,000
    Joseph Richard Howell
    THE COLLEGE OF IDAHO INC
    2112 CLEVELAND BLVD
    CALDWELL,ID83605     		NONE I Scholarship GRANT 3,900
    THE FIRST ACADEMY INC
    2667 BRUTON BLVD
    ORLANDO,FL32805     		N/A PC Light the world christmas concert 2,500
    THE SALVATION ARMY - ORLANDO AREA COMMAND
    416 WEST COLONIAL DR
    ORLANDO,FL32804     		N/A PC General & Unrestricted 173,000
    UNIVERSITY OF UTAH
    332 S 1400 EAST STE 150
    SALT LAKE CITY,UT84112     		N/A PC cahand Business Opportunities Scholarship 65,500
    UNIVERSITY OF UTAH
    332 S 1400 EAST STE 150
    SALT LAKE CITY,UT84112     		N/A PC Opportunity Scholars program 25,000
    Natalia L Odgers
    UNIVERSITY OF WEST FLORIDA FOUNDATI
    11000 UNIVERSITY PKWY BLDG 12
    PENSACOLA,FL32514     		NONE I Scholarship GRANT 13,500
    UTAH NONPROFITS ASSOCIATION INC
    PO BOX 65782
    SALT LAKE CTY,UT84165     		N/A PC Charitable Event 1,500
    UTAH REFUGEE COALITION
    6440 S WASATCH BLVD
    SALT LAKE CTY,UT84121     		N/A PC programming/services for refugee youths 5,000
    Cynthia Narkin
    UTAH STATE UNIVERSITY
    2400 OLD MAIN HL
    LOGAN,UT84322     		NONE I Scholarship GRANT 4,500
    UTAH VALLEY UNIVERSITY FOUNDATION INC
    800 WEST UNIVERSITY PKWY STE MS1
    OREM,UT84058     		N/A PC Women's Success Center at UVU 15,025
    WESTERN IDAHO COMMUNITY ACTION PARTNERSHIP INC
    315 S MAIN ST
    PAYETTE,ID83661     		N/A PC Charitable Event 2,000
    Total .................................bullet 3a 3,371,206
    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 ...........     		    14 1,420  
    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 ............     		525990 1,363 18 3,935,864  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss     		525990 -5,445 14 119,901  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. -4,082 6,418,733  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    6,414,651
    (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 CompensationExplanation
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Person Name Explanation
    Scott Moscrip *SCOTT MOSCRIP, PRESIDENT/DIRECTOR OF ACAHAND FOUNDATION (THE "FOUNDATION"), IS A MANAGING MEMBER AT THE BUSINESS SERVICES FIRM OF SWAMM ENTERPRISES, LLC, A DISQUALIFIED PERSON WHICH PROVIDES ADMINISTRATIVE SERVICES TO THE FOUNDATION. DURING THE TAXABLE YEAR ENDING DECEMBER 31, 2021, THE FOUNDATION PAID $217,138 FOR ADMINISTRATIVE SERVICES RENDERED BY SUCH DISQUALIFIED PERSON AS REPORTED IN FORM 990-PF, PART I, LINE 16C. SUCH BUSINESS SERVICES FIRM BILLED THE FOUNDATION AT OR BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. BELOW THE RATE IT CHARGES ITS OTHER CLIENTS. CHARGES ITS OTHER CLIENTS. CHARGES ITS OTHER CLIENTS.

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

    TY 2021 DepreciationSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 GeneralExplanationAttachment
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Identifier Return Reference Explanation
    FORM 990PF FORM 990PF One or more partnerships in which the foundation was invested in 2021 have provided a Schedule K-1 indicating that a Schedule K-3 would be provided, but it was not provided. As a result, there is insufficient information to allow Foundation Source, as tax preparer, to ascertain whether there is missing information about direct or indirect foreign investments that might have affected any item on this return or required additional forms to be filed. The Foundation has prepared this return to the best of its ability and without any foreign filings for such partnerships based on the information provided to it by these partnerships and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.
    FORM 990-PF, PARTS I AND XIV FORM 990-PF, PARTS I AND XIV TOTAL Part I, Line 25, Column (a) and Part XIV, Line 3a: $3,371,206 Less amount counted as a qualifying distribution on Part XI, Line 2: $23,686 TOTAL Part I, Line 25, Column (d): $3,347,520
    IN-KIND GRANTS PART I LINE 25 AND PART XIV LINE 3A DISTRIBUTIONS OF PROPERTY VALUE AT FAIR MARKET VALUE AT DATE OF DISTRIBUTION METHOD FOR DETERMINING VALUE OF ITEMS: PURCHASE PRICE TOTAL FAIR MARKET VALUE OF PROPERTY: $23,686 TOTAL BOOK VALUE OF PROPERTY: $23,686 TOTAL CASH PORTION OF GRANTS: $- TOTAL AMOUNT OF GRANTS: $23,686 FORM 990-PF, PART III, LINE 3 - OTHER INCREASES/DECREASES: $- DETAILS OF ITEMS GRANTED: DESCRIPTION OF PROPERTY: GC'S, PACKS OF CLOTHING, BACKPACKS, AND ART SUPPLIES UNITS: 223 DATE OF DISTRIBUTION: 6/22/2021 GRANT RECIPIENT: CARIBBEAN HEALTH ASSISTANCE REHABILITATION & MANAGEMENT INC FMV OF PROPERTY: $23,153 BOOK VALUE OF PROPERTY: $23,153 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $23,153 DESCRIPTION OF PROPERTY: TOYS UNITS: 22 DATE OF DISTRIBUTION: 7/22/2021 GRANT RECIPIENT: ADVENTIST HEALTH SYSTEM-SUNBELT INC FMV OF PROPERTY: $533 BOOK VALUE OF PROPERTY: $533 CASH PORTION OF GRANT: $- TOTAL AMOUNT OF GRANT: $533
    Form 8865 FORM 8865 The Foundation has prepared this form to the best of its ability based on the limited information provided to it by the investment on which the Foundation is reporting and on the basis of having received no information to the contrary. Any missing or incomplete information is due to the Foundation's inability to obtain such information and is not a willful attempt to withhold such information.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Name of Bond End of Year Book Value End of Year Fair Market Value
    APPLE INC - 1.650% - 05/11/203 166,069 165,619
    AT&T INC - 2.750% - 06/01/2031 166,504 167,508
    BANK AMER CORP FR - 3.300% - 0 269,847 269,189
    BANK NEW YORK MELLONCORP - 2.6 272,935 270,103
    BANK OF MONTREAL MTN - 3.300% 377,072 365,218
    CITIGROUP INC SR NT - 4.500% - 281,450 266,311
    CITIGROUP INC SUB NT - 3.500% 80,103 77,538
    COMCAST CORP - 3.700% - 04/15/ 339,369 323,030
    DISNEY WALT CO - 1.750% - 01/1 322,918 313,388
    ENERGY TRANSFER OPERATING LP - 335,825 331,789
    JP MORGAN CHASE - 2.776% - 04/ 67,450 65,417
    JPMORGAN CHASE & CO - 0.697% - 326,333 324,230
    MITSUBISHI FIN. GROUP INC - 0. 285,693 285,423
    MORGAN STANLEY - 4.100% - 05/2 370,557 359,286
    ROYAL BANK OF CANADA - 4.650% 323,327 320,651
    SCHWAB CHARLES CORP NOTE CALL 168,119 166,835
    UNITEDHEALTH GROUP - 2.300% - 170,243 171,120
    WESTPAC - 3.650% - 05/15/2023 70,544 67,594
    WILLIAMS PARTNERS LP - 4.500% 339,406 322,426

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ARTISAN INTERNATIONAL FUND INS 1,997,966 1,973,724
    BLACKROCK HIGH YIELD BOND PORT 1,854,239 1,916,888
    BLACKROCK STRAT INC OPP PORTFO 3,553,025 3,653,343
    EATON VANCE FLOATING RATE ADVA 2,849,309 2,817,186
    EATON VANCE GLOBAL MACRO FD CL 3,890,325 3,860,066
    EDGEWOOD GROWTH FUND INSTI 2,347,659 3,739,746
    GATEWAY FUND CLASS N 3,311,301 4,057,729
    ISHARES BARCLAYS TIPS BOND FUN 1,958,909 1,962,585
    ISHARES CORE MSCI EMERGING MAR 944,427 914,447
    ISHARES TR S & P MIDCAP 400 IN 658,355 1,007,115
    ISHARES TRUST MSCI EAFE INDEX 6,450,592 7,924,355
    JPMORGAN EMERGING MARKETS EQUI 5,403,532 6,119,175
    JPMORGAN EQUITY INCOME FUND SE 1,512,021 2,043,436
    PARNASSUS EQUITY INCOME FUND I 4,557,377 6,157,469
    PIMCO FUNDS FOREIGN BOND FUND 2,896,894 2,828,944
    SCHWAB US DIVIDEND EQUITY ETF 2,993,608 4,119,954
    SPDR GOLD SHARES 2,342,392 2,988,039
    SPDR S&P 500 ETF TRUST 8,187,370 13,446,493
    THE ARBITRAGE FUND CLASS I 1,951,835 1,945,462
    TIAA-CREF REAL ESTATE SEC INST 2,969,021 3,184,411
    WASATCH INTERNATIONAL OPPORTUN 1,426,491 1,757,970

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    US Government Securities - End of Year Book Value:

    8,125,019
    US Government Securities - End of Year Fair Market Value:

    8,030,765
    State & Local Government Securities - End of Year Book Value:


    1,242,216
    State & Local Government Securities - End of Year Fair Market Value:


    1,246,164


    TY 2021 InvestmentsOtherSchedule2
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ABBOTT SECONDARY OPPORTUNITIES   69,910 141,323
    CRESTVIEW PARTNERS IV LP   498,008 643,767
    CROSS CREEK CAPITAL IIILP   87,091 86,205
    KEYSTONE PRIVATE MKT OPPS IX Q   1,047,922 1,057,667
    RESOLUTE FUND V LP   171,433 343,511
    TRF V (BLOCKED) LP   116,638 243,880

    TY 2021 LegalFeesSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Document Review/Drafting 14,779 10,464   4,316
    General Consultations 789     789


    TY 2021 OtherExpensesSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 103,150     103,150
    Bank Charges 150 150    
    Computers/Electronic Devices 2,731     2,731
    Foundation Dues & Memberships 595     595
    Insurance Premiums 250 250    
    K-1 Exp CRESTVIEW PARTNERS IV 7,257 7,257    
    K-1 Exp CROSS CREEK CAPITAL II 410 410    
    K-1 Exp KEYSTONE PRIVATE MKT O 21,668 21,411    
    K-1 Exp RESOLUTE FUND V LP 14,759 12,669    
    K-1 Exp TRF V (BLOCKED) LP 735 253    
    Payroll Processing Fees 284     284
    Postage/Delivery Service 8,127     8,127
    State or Local Filing Fees 2,535     2,535
    Training & Professional Develo 350 175   175
    PHOTOGRAPHY - DCA 3,000     3,000
    DCA EXPENSES 45,461     45,461
    MARKETING - DCA 1,849     1,849
    HOSTING & ENTERTAINMENT - DCA 9,474     9,474
    GRAPHIC DESIGN - DCA 3,710     3,710
    EVENT PRODUCTION - DCA 146,112     146,112


    TY 2021 OtherIncomeSchedule2
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss CRESTVIEW PARTNERS IV LP 1,516 1,516  
    K-1 Inc/Loss CROSS CREEK CAPITAL IIILP 1 1  
    K-1 Inc/Loss KEYSTONE PRIVATE MKT OPPS IX Q LP 111,334 118,009  
    K-1 Inc/Loss RESOLUTE FUND V LP 1,406 306  
    K-1 Inc/Loss TRF V (BLOCKED) LP 199 69  


    TY 2021 OtherIncreasesSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Description Amount
    RETURNED GRANTS 3,982


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administration of Foundation 217,138     217,138
    Investment Management Services 357,386 357,386    
    Philanthropic Consulting Srvcs 1,760     1,760


    TY 2021 ReasonableCauseExplanation
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Explanation:
    In reviewing Acahand Foundation's (EIN: 83-3070019) account with the IRS, it was discovered that the foundation's 2021 Form 990-PF had not been filed. The tax software used to transmit the return electronically had an error while attempting to submit the return timely on 11/15/22, but failed to notify the foundation's administrator, the ERO. This return was resubmitted for e-file as soon as the error was discovered . The delay in submitting the tax return was not in any way due to an intentional disregard of IRS rules and therefore entitled to abatement of any penalty. According to the standards set forth in Rev. Proc. 92-85, we believe the Foundation's actions were reasonable and in good faith and respectfully request that no late filing penalties be assessed.

    TY 2021 TaxesSchedule
    Name:
    Acahand Foundation
    EIN:
    83-3070019
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2021 55,200      
    990-PF Extension for 2020 29,050      
    990-T Estimated Tax for 2021 300      
    990-T Income Tax for 2020 3,539