TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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 10-01-2021 , and ending 09-30-2022

Name of foundation
THE NANCY E BARTON FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534

A Employer identification number

45-6656212

B Telephone number (see instructions)

(888) 866-3275

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$16,246,814J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	243,132		243,132
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		7,274,881
b	Gross sales price for all assets on line 6a 17,683,093
7	Capital gain net income (from Part IV, line 2)...			7,274,881
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).......			45,756
12	Total. Add lines 1 through 11........	7,518,013		7,563,769
13	Compensation of officers, directors, trustees, etc.	20,000				20,000
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).......		48,846	0	0	48,846
c	Other professional fees (attach schedule)....		110,639	66,383		44,256
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		35,296	8,207		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).......		125	971		125
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	214,906		75,561	0	113,227
25	Contributions, gifts, grants paid.......	768,500				768,500
26	Total expenses and disbursements. Add lines 24 and 25	983,406		75,561	0	881,727
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	6,534,607
b	Net investment income (if negative, enter -0-)			7,488,208
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	859,636	2,760	2,760
	2	Savings and temporary cash investments.........	527,255	16,244,054	16,244,054
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	4,838,841
	c	Investments—corporate bonds (attach schedule).......	300,528
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	3,168,548		0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	9,694,808	16,246,814	16,246,814
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	9,694,808	16,246,814
	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).....	9,694,808	16,246,814
	30	Total liabilities and net assets/fund balances (see instructions).	9,694,808	16,246,814

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

9,694,808

Enter amount from Part I, line 27a .....................

6,534,607

Other increases not included in line 2 (itemize) bullet

17,500

Add lines 1, 2, and 3 ..........................

16,246,915

Decreases not included in line 2 (itemize) bullet

101

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

16,246,814

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	5400. ALPHABET INC SHS CL A		2015-08-12	2022-09-20
b	3000. ALPHABET INC SHS CL A		2016-06-24	2022-09-20
c	3300. AMAZON COM INC		2016-06-24	2022-09-20
d	100000. AMPHENOL CORP		2013-06-10	2021-11-01
e	200. ANHEUSER-BUSCH INBEV ADR		2012-06-06	2022-09-20
	500. ANHEUSER-BUSCH INBEV ADR		2012-05-07	2022-09-20
	300. ANHEUSER-BUSCH INBEV ADR		2013-06-17	2022-09-20
	750. APPLE INC		2015-08-12	2022-07-26
	1250. APPLE INC		2013-01-24	2022-07-26
	6250. APPLE INC		2015-08-12	2022-09-20
	2200. APPLE INC		2016-06-24	2022-09-20
	.2 CANADIAN PAC RY LTD 00		2013-05-22	2022-01-28
	2883.8 CANADIAN PAC RY LTD 00		2013-05-22	2022-09-20
	865.2 CANADIAN PAC RY LTD 00		2014-01-24	2022-09-20
	1200. COCA-COLA CO/THE		2012-11-01	2022-09-20
	1000. COCA-COLA CO/THE		2013-01-02	2022-09-20
	500. COCA-COLA CO/THE		2012-05-07	2022-09-20
	1200. DANAHER CORP		2013-01-07	2022-09-20
	500. DANAHER CORP		2014-01-14	2022-09-20
	800. DANAHER CORP		2013-04-18	2022-09-20
	1000. DANAHER CORP		2012-07-25	2022-09-20
	250. DEERE & CO		2013-01-02	2022-09-20
	500. DEERE & CO		2013-01-07	2022-09-20
	1000. DISNEY (WALT) CO COM STK		2014-03-05	2022-09-20
	1100. DISNEY (WALT) CO COM STK		2013-09-06	2022-09-20
	1000. DISNEY (WALT) CO COM STK		2013-09-10	2022-09-20
	580. DISNEY (WALT) CO COM STK		2020-03-18	2022-09-20
	984. ENBRIDGE INC		2012-11-01	2022-09-20
	1968. ENBRIDGE INC		2013-01-02	2022-09-20
	984. ENBRIDGE INC		2012-12-11	2022-09-20
	1476. ENBRIDGE INC		2012-06-20	2022-09-20
	492. ENBRIDGE INC		2012-05-21	2022-09-20
	984. ENBRIDGE INC		2012-10-31	2022-09-20
	59. FPA CRESCENT FUND		2015-07-02	2022-09-20
	1. FPA CRESCENT FUND		2015-07-02	2022-09-20
	17. FPA CRESCENT FUND		2015-07-02	2022-09-20
	6. FPA CRESCENT FUND		2018-07-03	2022-09-20
	1. FPA CRESCENT FUND		2018-07-03	2022-09-20
	135. FPA CRESCENT FUND		2018-07-03	2022-09-20
	161. FPA CRESCENT FUND		2016-07-05	2022-09-20
	1. FPA CRESCENT FUND		2016-07-05	2022-09-20
	52. FPA CRESCENT FUND		2017-07-05	2022-09-20
	1. FPA CRESCENT FUND		2017-07-05	2022-09-20
	206. FPA CRESCENT FUND		2017-07-05	2022-09-20
	449.83 FPA CRESCENT FUND		2019-12-18	2022-09-20
	279.42 FPA CRESCENT FUND		2019-12-18	2022-09-20
	403.06 FPA CRESCENT FUND		2020-12-18	2022-09-20
	208.77 FPA CRESCENT FUND		2020-12-18	2022-09-20
	156. FPA CRESCENT FUND		2018-12-19	2022-09-20
	1725. FPA CRESCENT FUND		2018-12-19	2022-09-20
	1. FPA CRESCENT FUND		2018-12-19	2022-09-20
	1. FPA CRESCENT FUND		2017-12-20	2022-09-20
	169. FPA CRESCENT FUND		2017-12-20	2022-09-20
	411. FPA CRESCENT FUND		2017-12-20	2022-09-20
	2467. FPA CRESCENT FUND		2021-12-20	2022-09-20
	37.07 FPA CRESCENT FUND		2021-12-20	2022-09-20
	58.11 FPA CRESCENT FUND		2021-12-20	2022-09-20
	188. FPA CRESCENT FUND		2016-12-21	2022-09-20
	1. FPA CRESCENT FUND		2016-12-21	2022-09-20
	707. FPA CRESCENT FUND		2016-12-21	2022-09-20
	6. FPA CRESCENT FUND		2016-12-21	2022-09-20
	136. FPA CRESCENT FUND		2015-12-22	2022-09-20
	1061. FPA CRESCENT FUND		2015-12-22	2022-09-20
	1. FPA CRESCENT FUND		2015-12-22	2022-09-20
	62. FPA CRESCENT FUND		2014-12-23	2022-09-20
	575. FPA CRESCENT FUND		2014-12-23	2022-09-20
	1. FPA CRESCENT FUND		2014-12-23	2022-09-20
	1. FPA CRESCENT FUND		2014-12-23	2022-09-20
	19318. FPA CRESCENT FUND		2014-11-25	2022-09-20
	159. FPA CRESCENT FUND		2019-06-27	2022-09-20
	.45 FPA CRESCENT FUND		2019-06-27	2022-09-20
	1. FPA CRESCENT FUND		2019-06-27	2022-09-20
	310. FPA CRESCENT FUND		2019-06-27	2022-09-20
	.16 FPA CRESCENT FUND		2019-06-27	2022-09-20
	95.57 FPA CRESCENT FUND		2020-06-29	2022-09-20
	725.42 FPA CRESCENT FUND		2020-06-29	2022-09-20
	151.67 FPA CRESCENT FUND		2021-06-29	2022-09-20
	90.02 FPA CRESCENT FUND		2021-06-29	2022-09-20
	513.17 FPA CRESCENT FUND		2021-06-29	2022-09-20
	17.01 FPA CRESCENT FUND		2022-06-29	2022-09-20
	28.91 FPA CRESCENT FUND		2022-06-29	2022-09-20
	202.76 FPA CRESCENT FUND		2022-06-29	2022-09-20
	600. FORTIVE CORP		2013-01-07	2022-09-20
	250. FORTIVE CORP		2014-01-14	2022-09-20
	400. FORTIVE CORP		2013-04-18	2022-09-20
	500. FORTIVE CORP		2012-07-25	2022-09-20
	900. GOLDMAN SACHS GROUP INC		2013-01-09	2022-09-20
	400. HSBC HLDGS PLC SPON ADR NEW		2014-01-02	2022-09-15
	1000. HSBC HLDGS PLC SPON ADR NEW		2013-09-13	2022-09-15
	500. HSBC HLDGS PLC SPON ADR NEW		2013-10-17	2022-09-15
	1000. HSBC HLDGS PLC SPON ADR NEW		2013-09-19	2022-09-15
	1725. ISHARES TIPS BOND ETF		2016-06-08	2022-09-20
	2075. ISHARES TR RUSSELL 2000		2015-07-27	2022-09-20
	1000. J P MORGAN CHASE & CO COM		2013-03-08	2022-09-20
	1000. J P MORGAN CHASE & CO COM		2014-04-10	2022-09-20
	500. J P MORGAN CHASE & CO COM		2012-09-12	2022-09-20
	500. J P MORGAN CHASE & CO COM		2012-09-14	2022-09-20
	800. J P MORGAN CHASE & CO COM		2012-07-25	2022-09-20
	1200. J P MORGAN CHASE & CO COM		2012-05-29	2022-09-20
	600. JOHNSON & JOHNSON		2021-02-25	2022-09-20
	300. KANSAS CITY SOUTHERN		2014-01-24	2021-12-17
	1000. KANSAS CITY SOUTHERN		2013-05-22	2021-12-17
	200. M&T BANK CORP		2013-01-02	2022-09-20
	400. M&T BANK CORP		2012-06-06	2022-09-20
	300. M&T BANK CORP		2012-12-11	2022-09-20
	400. M&T BANK CORP		2012-07-25	2022-09-20
	200. M&T BANK CORP		2012-08-29	2022-09-20
	220. MC DONALDS CORPORATION COMMON		2012-05-07	2022-09-20
	200. MC DONALDS CORPORATION COMMON		2012-05-21	2022-09-20
	300. MC DONALDS CORPORATION COMMON		2012-07-25	2022-09-20
	2700. MERCK AND CO INC SHS		2013-02-19	2022-09-20
	280. MICROSOFT CORPORATION		2020-03-18	2022-09-20
	350. MICROSOFT CORPORATION		2020-07-22	2022-09-20
	1000. NESTLE S A SPONSORED ADR		2013-06-17	2022-09-20
	600. NESTLE S A SPONSORED ADR		2012-05-21	2022-09-20
	400. NESTLE S A SPONSORED ADR		2012-07-25	2022-09-20
	630. NETFLIX COM INC		2016-07-19	2022-09-20
	100000. NEWMONT MINING CORP		2012-07-25	2021-12-15
	700. NIKE INC CL B		2020-03-16	2022-09-20
	500. NOVARTIS AG ADR		2012-12-11	2022-09-20
	300. NOVARTIS AG ADR		2012-11-16	2022-09-20
	700. NOVARTIS AG ADR		2012-10-18	2022-09-20
	500. NOVARTIS AG ADR		2012-11-28	2022-09-20
	500. OCCIDENTAL PETROLEUM CORP		2012-11-01	2022-09-20
	500. OCCIDENTAL PETROLEUM CORP		2013-01-02	2022-09-20
	500. OCCIDENTAL PETROLEUM CORP		2012-12-04	2022-09-20
	400. OCCIDENTAL PETROLEUM CORP		2012-05-07	2022-09-20
	700. OCCIDENTAL PETROLEUM CORP		2013-04-11	2022-09-20
	400. OCCIDENTAL PETROLEUM CORP		2012-07-25	2022-09-20
	200. OCCIDENTAL PETROLEUM CORP		2012-05-29	2022-09-20
	500. OCCIDENTAL PETROLEUM CORP		2012-10-31	2022-09-20
	300. ORGANON AND CO REG SHS		2013-02-19	2022-09-20
	250. OTIS WORLDWIDE CORP REG		2012-11-01	2022-09-20
	350. OTIS WORLDWIDE CORP REG		2013-01-02	2022-09-20
	100. OTIS WORLDWIDE CORP REG		2012-06-06	2022-09-20
	200. OTIS WORLDWIDE CORP REG		2012-05-07	2022-09-20
	200. OTIS WORLDWIDE CORP REG		2012-05-21	2022-09-20
	100. OTIS WORLDWIDE CORP REG		2012-07-25	2022-09-20
	100. OTIS WORLDWIDE CORP REG		2012-05-29	2022-09-20
	200. OTIS WORLDWIDE CORP REG		2012-10-31	2022-09-20
	1000. PROCTER & GAMBLE CO/THE		2013-01-02	2022-09-20
	500. PROCTER & GAMBLE CO/THE		2012-09-13	2022-09-20
	600. PROCTER & GAMBLE CO/THE		2012-07-19	2022-09-20
	1000. PROCTER & GAMBLE CO/THE		2012-07-25	2022-09-20
	500. PROCTER & GAMBLE CO/THE		2012-10-31	2022-09-20
	1. PUTNAM SHORT DURATION INCOME FUND		2019-01-02	2022-03-16
	3. PUTNAM SHORT DURATION INCOME FUND		2019-01-02	2022-03-16
	3. PUTNAM SHORT DURATION INCOME FUND		2019-01-02	2022-03-16
	1. PUTNAM SHORT DURATION INCOME FUND		2019-01-02	2022-03-16
	.68 PUTNAM SHORT DURATION INCOME FUND		2018-11-05	2022-03-16
	46719. PUTNAM SHORT DURATION INCOME FUND		2018-11-05	2022-03-16
	18.29 PUTNAM SHORT DURATION INCOME FUND		2021-02-26	2022-03-16
	100. PUTNAM SHORT DURATION INCOME FUND		2019-02-28	2022-03-16
	1. PUTNAM SHORT DURATION INCOME FUND		2019-02-28	2022-03-16
	96. PUTNAM SHORT DURATION INCOME FUND		2019-06-28	2022-03-16
	69.29 PUTNAM SHORT DURATION INCOME FUND		2020-02-28	2022-03-16
	15.83 PUTNAM SHORT DURATION INCOME FUND		2021-05-28	2022-03-16
	13.88 PUTNAM SHORT DURATION INCOME FUND		2022-02-28	2022-03-16
	110. PUTNAM SHORT DURATION INCOME FUND		2019-03-29	2022-03-16
	85.91 PUTNAM SHORT DURATION INCOME FUND		2019-11-29	2022-03-16
	55.99 PUTNAM SHORT DURATION INCOME FUND		2020-05-29	2022-03-16
	19.5 PUTNAM SHORT DURATION INCOME FUND		2021-01-29	2022-03-16
	12.6 PUTNAM SHORT DURATION INCOME FUND		2021-10-29	2022-03-16
	84. PUTNAM SHORT DURATION INCOME FUND		2018-11-30	2022-03-16
	1. PUTNAM SHORT DURATION INCOME FUND		2019-04-30	2022-03-16
	105. PUTNAM SHORT DURATION INCOME FUND		2019-04-30	2022-03-16
	107.83 PUTNAM SHORT DURATION INCOME FUND		2019-08-30	2022-03-16
	85.5 PUTNAM SHORT DURATION INCOME FUND		2019-09-30	2022-03-16
	65.39 PUTNAM SHORT DURATION INCOME FUND		2020-04-30	2022-03-16
	37.42 PUTNAM SHORT DURATION INCOME FUND		2020-06-30	2022-03-16
	22.32 PUTNAM SHORT DURATION INCOME FUND		2020-09-30	2022-03-16
	20.88 PUTNAM SHORT DURATION INCOME FUND		2020-10-30	2022-03-16
	18.72 PUTNAM SHORT DURATION INCOME FUND		2020-11-30	2022-03-16
	17.95 PUTNAM SHORT DURATION INCOME FUND		2021-04-30	2022-03-16
	14.92 PUTNAM SHORT DURATION INCOME FUND		2021-06-30	2022-03-16
	15.36 PUTNAM SHORT DURATION INCOME FUND		2021-07-30	2022-03-16
	14.14 PUTNAM SHORT DURATION INCOME FUND		2021-09-30	2022-03-16
	11.8 PUTNAM SHORT DURATION INCOME FUND		2021-11-30	2022-03-16
	97. PUTNAM SHORT DURATION INCOME FUND		2018-12-31	2022-03-16
	109. PUTNAM SHORT DURATION INCOME FUND		2019-01-31	2022-03-16
	115. PUTNAM SHORT DURATION INCOME FUND		2019-05-31	2022-03-16
	1. PUTNAM SHORT DURATION INCOME FUND		2019-07-31	2022-03-16
	105. PUTNAM SHORT DURATION INCOME FUND		2019-07-31	2022-03-16
	.07 PUTNAM SHORT DURATION INCOME FUND		2019-07-31	2022-03-16
	90.29 PUTNAM SHORT DURATION INCOME FUND		2019-10-31	2022-03-16
	78.63 PUTNAM SHORT DURATION INCOME FUND		2019-12-31	2022-03-16
	84.41 PUTNAM SHORT DURATION INCOME FUND		2020-01-31	2022-03-16
	71.86 PUTNAM SHORT DURATION INCOME FUND		2020-03-31	2022-03-16
	29.63 PUTNAM SHORT DURATION INCOME FUND		2020-07-31	2022-03-16
	21.65 PUTNAM SHORT DURATION INCOME FUND		2020-08-31	2022-03-16
	21.23 PUTNAM SHORT DURATION INCOME FUND		2020-12-31	2022-03-16
	18.45 PUTNAM SHORT DURATION INCOME FUND		2021-03-31	2022-03-16
	11.5 PUTNAM SHORT DURATION INCOME FUND		2021-08-31	2022-03-16
	12.16 PUTNAM SHORT DURATION INCOME FUND		2021-12-31	2022-03-16
	14.72 PUTNAM SHORT DURATION INCOME FUND		2022-01-31	2022-03-16
	.68 PUTNAM INCOME FUND		2018-07-13	2022-03-16
	92724. PUTNAM INCOME FUND		2018-07-13	2022-03-16
	500. RAYTHEON TECHNOLOGIES		2012-11-01	2022-09-20
	700. RAYTHEON TECHNOLOGIES		2013-01-02	2022-09-20
	200. RAYTHEON TECHNOLOGIES		2012-06-06	2022-09-20
	400. RAYTHEON TECHNOLOGIES		2012-05-07	2022-09-20
	400. RAYTHEON TECHNOLOGIES		2012-05-21	2022-09-20
	200. RAYTHEON TECHNOLOGIES		2012-07-25	2022-09-20
	200. RAYTHEON TECHNOLOGIES		2012-05-29	2022-09-20
	400. RAYTHEON TECHNOLOGIES		2012-10-31	2022-09-20
	1260. S&P DEPOSITARY RECEIPTS SERIES 1		2015-08-21	2022-09-20
	100000. STANCORP FINANCIAL GROUP		2012-08-07	2022-08-15
	2900. STARBUCKS CORP COM		2014-02-05	2022-09-20
	1800. STARBUCKS CORP COM		2015-08-12	2022-09-20
	1218. THERMO FISHER SCIENTIFIC INC		2014-05-15	2022-09-20
	400. TRAVELERS COS INC/THE		2013-03-08	2022-09-20
	500. TRAVELERS COS INC/THE		2013-05-22	2022-09-20
	2000000. U.S. TREASURY NOTE		2022-06-29	2022-08-15
	6175. VANGUARD FTSE DEVELOPED MARKETS ETF		2015-06-09	2022-09-20
	2550. VANGUARD FTSE DEVELOPED MARKETS ETF		2015-08-12	2022-09-20
	240. VONTIER CORP		2013-01-07	2022-09-20
	100. VONTIER CORP		2014-01-14	2022-09-20
	160. VONTIER CORP		2013-04-18	2022-09-20
	200. VONTIER CORP		2012-07-25	2022-09-20
	1650. WALMART INC		2015-10-14	2022-09-20
	1070. WELLS FARGO COMPANY		2013-06-03	2022-09-20
	2000. WELLS FARGO COMPANY		2013-06-17	2022-09-20
	530. WELLS FARGO COMPANY		2013-05-31	2022-09-20
	500. YUM BRANDS INC COM		2013-01-02	2022-09-20
	500. YUM BRANDS INC COM		2013-01-08	2022-09-20
	800. YUM BRANDS INC COM		2012-12-10	2022-09-20
	500. YUM CHINA HOLDINGS INC		2013-01-02	2022-09-20
	500. YUM CHINA HOLDINGS INC		2013-01-08	2022-09-20
	1000. YUM CHINA HOLDINGS INC		2012-12-10	2022-09-20
	2000. ZOETIS INC		2013-02-04	2022-09-20
	1000. ZOETIS INC		2013-09-10	2022-09-20
	2000. ZOETIS INC		2013-07-31	2022-09-20
	100. ALCON SA ACT NOM		2012-12-11	2022-09-20
	60. ALCON SA ACT NOM		2012-11-16	2022-09-20
	140. ALCON SA ACT NOM		2012-10-18	2022-09-20
	100. ALCON SA ACT NOM		2012-11-28	2022-09-20
	365. FERRARI NV		2020-03-13	2022-09-20
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	542,861	184,725	358,136
b	301,589	104,064	197,525
c	399,853	115,927	283,926
d	100,000	100,000
e	9,787	13,454	-3,667
	24,468	37,239	-12,771
	14,681	28,372	-13,691
	113,589	21,411	92,178
	189,314	20,436	168,878
	972,144	178,422	793,722
	342,195	51,793	290,402
	15	8	7
	209,159	112,746	96,413
	62,752	29,943	32,809
	71,206	44,936	26,270
	59,339	36,816	22,523
	29,669	38,511	-8,842
	326,289	53,024	273,265
	135,954	29,583	106,371
	217,526	35,418	182,108
	271,908	38,621	233,287
	88,617	21,933	66,684
	177,234	44,325	132,909
	106,878	83,015	23,863
	117,566	67,271	50,295
	106,878	62,496	44,382
	61,989	49,320	12,669
	39,710	28,499	11,211
	79,421	55,735	23,686
	39,710	27,328	12,382
	59,566	41,845	17,721
	19,855	14,198	5,657
	39,710	28,758	10,952
	1,912	1,985	-73
	32	34	-2
	551	572	-21
	194	206	-12
	32	34	-2
	4,374	4,625	-251
	5,216	4,980	236
	32	31	1
	1,685	1,770	-85
	32	33	-1
	6,674	7,010	-336
	14,574	15,146	-572
	9,053	9,408	-355
	13,059	14,284	-1,225
	6,764	7,399	-635
	5,054	4,650	404
	55,890	51,422	4,468
	32	34	-2
	32	34	-2
	5,476	5,836	-360
	13,316	14,192	-876
	79,931	88,590	-8,659
	1,201	1,331	-130
	1,883	2,087	-204
	6,091	6,193	-102
	32	33	-1
	22,907	23,289	-382
	194	198	-4
	4,406	4,183	223
	34,376	32,636	1,740
	32	32
	2,009	2,101	-92
	18,630	19,487	-857
	32	34	-2
	32	35	-3
	625,903	674,971	-49,068
	5,152	5,239	-87
	15	14	1
	32	31	1
	10,044	10,215	-171
	5	5
	3,096	2,845	251
	23,504	21,596	1,908
	4,914	6,027	-1,113
	2,916	3,577	-661
	16,627	20,393	-3,766
	551	548	3
	937	931	6
	6,570	6,529	41
	37,536	14,062	23,474
	15,640	7,845	7,795
	25,024	9,393	15,631
	31,280	10,242	21,038
	288,299	120,204	168,095
	12,239	21,892	-9,653
	30,596	55,978	-25,382
	15,298	27,608	-12,310
	30,596	56,118	-25,522
	188,298	199,496	-11,198
	366,737	250,473	116,264
	114,735	49,857	64,878
	114,735	59,047	55,688
	57,368	19,964	37,404
	57,368	20,928	36,440
	91,788	28,172	63,616
	137,682	40,423	97,259
	98,795	97,449	1,346
	27,000		27,000
	90,000		90,000
	37,220	20,038	17,182
	74,440	31,079	43,361
	55,830	29,394	26,436
	74,440	33,720	40,720
	37,220	17,689	19,531
	55,692	21,025	34,667
	50,630	18,004	32,626
	75,944	26,421	49,523
	231,452	107,981	123,471
	67,123	38,693	28,430
	83,903	74,263	9,640
	109,662	67,555	42,107
	65,797	34,741	31,056
	43,865	23,404	20,461
	153,602	53,656	99,946
	100,000	100,000
	71,244	48,095	23,149
	39,718	27,822	11,896
	23,831	15,577	8,254
	55,605	39,200	16,405
	39,718	26,910	12,808
	32,117	38,479	-6,362
	32,117	37,400	-5,283
	32,117	35,541	-3,424
	25,693	33,801	-8,108
	44,963	56,624	-11,661
	25,693	31,985	-6,292
	12,847	15,991	-3,144
	32,117	38,345	-6,228
	8,173	5,926	2,247
	16,750	10,318	6,432
	23,449	15,010	8,439
	6,700	3,747	2,953
	13,400	8,148	5,252
	13,400	7,482	5,918
	6,700	3,723	2,977
	6,700	3,862	2,838
	13,400	8,061	5,339
	136,882	68,645	68,237
	68,441	34,392	34,049
	82,129	39,021	43,108
	136,882	64,214	72,668
	68,441	34,764	33,677
	10	10
	30	30
	30	30
	10	10
	7	7
	468,592	469,993	-1,401
	183	185	-2
	1,003	1,005	-2
	10	10
	963	966	-3
	695	698	-3
	159	160	-1
	139	140	-1
	1,103	1,106	-3
	862	864	-2
	562	563	-1
	196	197	-1
	126	127	-1
	843	844	-1
	10	10
	1,053	1,056	-3
	1,082	1,085	-3
	858	860	-2
	656	654	2
	375	377	-2
	224	225	-1
	209	211	-2
	188	189	-1
	180	181	-1
	150	151	-1
	154	155	-1
	142	143	-1
	118	119	-1
	973	973
	1,093	1,094	-1
	1,153	1,157	-4
	10	10
	1,053	1,056	-3
	1	1
	906	908	-2
	789	791	-2
	847	850	-3
	721	710	11
	297	299	-2
	217	219	-2
	213	214	-1
	185	186	-1
	115	116	-1
	122	122
	148	148
	4	5	-1
	603,633	649,995	-46,362
	42,258	22,959	19,299
	59,161	33,397	25,764
	16,903	8,338	8,565
	33,806	18,130	15,676
	33,806	16,647	17,159
	16,903	8,283	8,620
	16,903	8,593	8,310
	33,806	17,937	15,869
	480,440	249,938	230,502
	100,000	100,000
	261,284	101,288	159,996
	162,176	100,129	62,047
	643,918	140,036	503,882
	63,559	32,608	30,951
	79,449	41,990	37,459
	2,000,000	2,000,000
	238,906	250,504	-11,598
	98,658	100,903	-2,245
	4,477	2,435	2,042
	1,865	1,359	506
	2,984	1,627	1,357
	3,731	1,774	1,957
	218,743	100,794	117,949
	46,127	43,666	2,461
	86,218	81,068	5,150
	22,848	21,764	1,084
	57,013	24,054	32,959
	57,013	23,174	33,839
	91,221	37,953	53,268
	24,896	9,526	15,370
	24,896	9,177	15,719
	49,792	18,788	31,004
	304,078	63,328	240,750
	152,039	31,173	120,866
	304,078	60,249	243,829
	6,467	3,847	2,620
	3,880	2,154	1,726
	9,054	5,421	3,633
	6,467	3,721	2,746
	70,250	51,361	18,889
			95,119
			95,119
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			95,119
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			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119
			95,119

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			358,136
b			197,525
c			283,926
d
e			-3,667
			-12,771
			-13,691
			92,178
			168,878
			793,722
			290,402
			7
			96,413
			32,809
			26,270
			22,523
			-8,842
			273,265
			106,371
			182,108
			233,287
			66,684
			132,909
			23,863
			50,295
			44,382
			12,669
			11,211
			23,686
			12,382
			17,721
			5,657
			10,952
			-73
			-2
			-21
			-12
			-2
			-251
			236
			1
			-85
			-1
			-336
			-572
			-355
			-1,225
			-635
			404
			4,468
			-2
			-2
			-360
			-876
			-8,659
			-130
			-204
			-102
			-1
			-382
			-4
			223
			1,740

			-92
			-857
			-2
			-3
			-49,068
			-87
			1
			1
			-171

			251
			1,908
			-1,113
			-661
			-3,766
			3
			6
			41
			23,474
			7,795
			15,631
			21,038
			168,095
			-9,653
			-25,382
			-12,310
			-25,522
			-11,198
			116,264
			64,878
			55,688
			37,404
			36,440
			63,616
			97,259
			1,346
			27,000
			90,000
			17,182
			43,361
			26,436
			40,720
			19,531
			34,667
			32,626
			49,523
			123,471
			28,430
			9,640
			42,107
			31,056
			20,461
			99,946

			23,149
			11,896
			8,254
			16,405
			12,808
			-6,362
			-5,283
			-3,424
			-8,108
			-11,661
			-6,292
			-3,144
			-6,228
			2,247
			6,432
			8,439
			2,953
			5,252
			5,918
			2,977
			2,838
			5,339
			68,237
			34,049
			43,108
			72,668
			33,677





			-1,401
			-2
			-2

			-3
			-3
			-1
			-1
			-3
			-2
			-1
			-1
			-1
			-1

			-3
			-3
			-2
			2
			-2
			-1
			-2
			-1
			-1
			-1
			-1
			-1
			-1

			-1
			-4

			-3

			-2
			-2
			-3
			11
			-2
			-2
			-1
			-1
			-1


			-1
			-46,362
			19,299
			25,764
			8,565
			15,676
			17,159
			8,620
			8,310
			15,869
			230,502

			159,996
			62,047
			503,882
			30,951
			37,459

			-11,598
			-2,245
			2,042
			506
			1,357
			1,957
			117,949
			2,461
			5,150
			1,084
			32,959
			33,839
			53,268
			15,370
			15,719
			31,004
			240,750
			120,866
			243,829
			2,620
			1,726
			3,633
			2,746
			18,889

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	7,274,881
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 ...................		3

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 and enter “N/A" on line 1.
	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	104,086
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	104,086
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	20,000
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	20,000
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.......		9	84,086
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

The books are in care of bullet

BANK OF AMERICA N A Telephone no. bullet

(888) 866-3275

Located at bullet

PO BOX 1532 AFTPENNINGTONNJ ZIP+4 bullet

08534

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
ALLEN BARTON	TRUSTEE 1	20,000
12 SADDLEBOW LN RLLNG HLS,CA90274	TRUSTEE 1	20,000

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...................				0

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............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

15,304,333

Average of monthly cash balances.......................

2,527,297

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

17,831,630

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

17,831,630

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

267,474

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

17,564,156

Minimum investment return. Enter 5% (0.05) of line 5................

878,208

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.)

Minimum investment return from Part IX, line 6..................

878,208

Tax on investment income for 2021 from Part V, line 5.......

104,086

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

104,086

Distributable amount before adjustments. Subtract line 2c from line 1............

774,122

Recoveries of amounts treated as qualifying distributions................

17,500

Add lines 3 and 4............................

791,622

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

791,622

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					791,622
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				761,449
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 881,727
a Applied to 2020, but not more than line 2a				761,449
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.....					120,278
e Remaining amount distributed out of corpus		0
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		0
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 ..........					671,344
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) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:

ALLEN BARTON
570 LILLIAN WAY
LOS ANGELES,CA90004
(310) 729-9576

bThe form in which applications should be submitted and information and materials they should include:

WRITTEN REQUEST

cAny submission deadlines:

NONE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

NONE

Form 990-PF (2021)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
TRUSTEES OF BOSTON UNIVERSITY 595 COMMONWEALTH AVENUE BOSTON,MA02215	N/A	PC	UNRESTRICTED GENERAL	55,000
TUFTS UNIVERSITY BALLOU HALL MEDFORD,MA02155	N/A	PC	UNRESTRICTED GENERAL	55,000
CAS MYRNA VAZQUEZ INC AKA CASA MYRNA 38 WAREHAM STREET BOSTON,MA02188	N/A	PC	UNRESTRICED GENERAL SUPPORT	5,000
FRANKLIN PERFORMING ARTS CO PO BOX 48 FRANKLIN,MA02036	N/A	PC	UNRESTRICTED GENERAL	8,500
METROWEST LEGAL SERVICES INC 63 FOUNTAIN STREET FRAMINGHAM,MA01702	N/A	PC	UNRESTRICTED GENERAL	5,000
CHILDRENS ROOM- CENTER FOR GRIEVING CHILDREN AND TEENAGERS 1210 MASSACHUSETTS AVENUE ARLINGTON,MA02476	N/A	PC	UNRESTRICTED GENERAL	5,000
UNITED WAY OF CENTRAL AND NORTHEASTERN CT 30 LAUREL STREET HARTFORD,CT06106	N/A	PC	UNRESTRICTED GENERAL	10,000
YWCA GREENWICH 259 EAST PUTNAM AVE GREENWICH,CT06830	N/A	PC	UNRESTRICTED GENERAL	5,000
CHILD GUIDANCE CTR OF SOUTHER CT AKA CGC 196 GREYROCK PLACE STAMFORD,CT06901	N/A	PC	UNRESTRICTED GENERAL	55,000
SAVE THE CHILDREN 501 KINGS HIGHWAY EAST SUITE 400 FAIRFIELD,CT06825	N/A	PC	UNRESTRICTED GENERAL	55,000
AMERICAN CIVIL LIBERTIES UNION FDN OF CT 330 MAIN STREET HARTFORD,CT06106	N/A	PC	UNRESTRICTED GENERAL	15,000
AMERICARES 88 HAMILTON AVE STAMFORD,CT06902	N/A	PC	UNRESTRICTED GENERAL	55,000
JEWISH FAMILY SERVICES OF GREENWICH INC ONE HOLLY HILL LANE GREENWICH,CT06830	N/A	PC	UNRESTRICTED GENERAL	5,000
GREENWICH HISTORICAL SOCIETY 39 STRICKLAND RD COSCOB,CT06807	N/A	PC	UNRESTRICTED GENERAL	5,000
METROPOLITAN MUSEUM OF ART 1000 FIFTH AVE NEW YORK,NY10028	N/A	PC	UNRESTRICTED GENERAL	5,000
MEMORIAL SLOAN KETTERING CANCER CENTER PO BOX 27106 NEW YORK,NY10087	N/A	PC	UNRESTRICTED GENERAL	10,000
COVENANT HOUSE 461 EIGHTH AVENUE NEW YORK,NY10001	N/A	PC	UNRESTRICTED GENERAL	5,000
VS THEATRE COMPANY 3734 SANTA CARLOTTA ST LA CRESCENTA,CA91214	N/A	PC	UNRESTRICTED GENERAL	10,000
AUTISM SPEAKS 1 E 33RD ST NEW YORK,NY10016	N/A	PC	UNRESTRICTED GENERAL	5,000
FOUNDATION FOR LIVING BEAUTY 234 N EL MOLINO AVE PASADENA,CA91101	N/A	PC	UNRESTRICTED GENERAL	5,000
JABBERWOCKY THEATRE COMPANY AKA ROGUE MACHINE 12405 VENICE BLVD LOS ANGELES,CA90066	N/A	PC	UNRESTRICTED GENERAL	10,000
JEANNE GEIGER CRISIS CENTER INC 2 HARRIS STREET NEWBURYPORT,MA01950	N/A	PC	UNRESTRICTED GENERAL	5,000
LAUREL HOUSE INC 1616 WASHINGTON BLVD STAMFORD,CT06902	N/A	PC	UNRESTRICTED GENERAL	5,000
HOMES WITH HOPE INC 49 RICHMONDVILLE AVE WESTPORT,CT06880	N/A	PC	UNRESTRICTED GENERAL	5,000
RAW ARTS WORK INC 37 CENTRAL SQUARE LYNN,MA01910	N/A	PC	UNRESTRICTED GENERAL	5,000
HORIZONS FOR HOMELESS CHILDREN 1705 COLUMBUS AVENUE ROXBURY,MA02119	N/A	PC	UNRESTRICTED GENERAL	5,000
THE HYDE FOUNDATION 616 HIGH STREET BATH,ME04530	N/A	PC	UNRESTRICTED GENERAL	5,000
BUILDON PO BOX 16741 STAMFORD,CT06905	N/A	PC	UNRESTRICTED GENERAL	55,000
JUVENILE LAW CENTER 1800 JFK BLVD 1900B PHILADELPHIA,PA19103	N/A	PC	UNRESTRICTED GENERAL	5,000
LEGAL MOMENTUM 16 EAST 34TH STREET NEW YORK,NY10016	N/A	PC	UNRESTRICTED GENERAL	5,000
TWLOHA INC PO BOX 2203 MELBOURNE,FL32902	N/A	PC	UNRESTRICTED GENERAL	5,000
ENIGMA CHAMBER OPERA CO GUERILLA OPERA 104 WEBSTER STREET HAVERHILL,MA01830	N/A	PC	UNRESTRICTED GENERAL	5,000
LOS ANGELES YOUTH ORCHESTRA 5160 VAN NUYS BLVD SHERMAN OAKS,CA91403	N/A	PC	UNRESTRICTED GENERAL	10,000
CLASSICS ALIVE FOUNDATION 22550 FLAMINGO ST WOODLANDS,CA91364	N/A	PC	UNRESTRICTED GENERAL	5,000
826 LA 1714 W SUNSET BLVD LOS ANGELES,CA90026	N/A	PC	UNRESTRICTED GENERAL	5,000
CHILDREN'S RANCH FOUNDATION 4007 VERDANT STREET LOS ANGELES,CA90039	N/A	PC	UNRESTRICTED GENERAL	10,000
ZEIDERS AMERICAN DREAM THEATER 1532 DUKE OF WINDSOR RD VIRGINIA BEACH,VA23454	N/A	PC	UNRESTRICTED GENERAL	5,000
ENSEMBLE SHAKESPEARE THEATER 89 S FAIR OAKS AVE PASADENA,CA91105	N/A	PC	UNRESTRICTED GENERAL	10,000
DETROIT CREATIVITY PROJECT AKA DCP PO BOX 1236 VENICE,CA90294	N/A	PC	UNRESTRICTED GENERAL	5,000
MIA RECOVERY 2373 TELLER ROAD NEWBURY PARK,CA91320	N/A	PC	UNRESTRICTED GENERAL	5,000
AMERICAN RED CROSS 431 18TH ST NW WASHINGTON,DC20006	N/A	PC	UNRESTRICTED GENERAL	5,000
INTERNATIONAL JUSTICE MISSION PO BOX 58147 WASHINGTON,DC20037	N/A	PC	UNRESTRICTED GENERAL	5,000
YOUNG STORY TELLERS FOUNDATION 923 E THIRD STREET307 LOS ANGELES,CA90013	N/A	PC	UNRESTRICTED GENERAL	5,000
HEARTGIFT FOUNDATION 8015 SHOAL CREEK BLVD AUSTIN,TX78757	N/A	PC	UNRESTRICTED GENERAL	15,000
CHESHIRE MOON INC 8939 S SEPUIVEDA BLV LOS ANGELES,CA90045	N/A	PC	UNRESTRICTED GENERAL	20,000
FIRST DESCENTS 3001 BRIGHTON BLVD DENVER,CO80216	N/A	PC	UNRESTRICTED GENERAL	5,000
REMARKABLE MARRIAGE AND FAMILY INSTITUTE 1910 OLYMPIC BLVD WALNUT CREEK,CA94596	N/A	PC	UNRESTRICTED GENERAL	5,000
GIRLS IN FOCUS 2039 TRUDIE DRIVE RANCHO PALOS VERDES,CA90275	N/A	PC	UNRESTRICTED GENERAL	5,000
OPEN SOURCE HOMELESSNESS INITIATIVE 1461 E 4TH STREET LOS ANGELES,CA90033	N/A	PC	UNRESTRICTED GENERAL	5,000
RYAMAN ARTS 1933 S BROADWAY LOS ANGELES,CA90007	N/A	PC	UNRESTRICTED GENERAL	5,000
ASSISTANCE LEAGUE OF LA 826 COLE AVE LOS ANGELES,CA90038	N/A	PC	UNRESTRICTED GENERAL	5,000
UNIVERSITY OF SOUTHERN CA FBO KUSC RADIO UNIVERSITY PARK CAMPUS LOS ANGELES,CA90089	N/A	PC	UNRESTRICTED GENERAL	10,000
THE COLBURN SCHOOL 200 S GRAND AVENUE LOS ANGELES,CA90012	N/A	PC	UNRESTRICTED GENERAL	10,000
LOS ANGELES COUNTY DEVELOPMENTAL SERVICE FOUNDATION 3303 WILSHIRE BLVD FL 7 LOS ANGELES,CA90010	N/A	PC	UNRESTRICTED GENERAL	5,000
1736 FAMILY CRISIS CENTER 2116 ARLINGTON AVE LOS ANGELES,CA90018	N/A	PC	UNRESTRICTED GENERAL	5,000
SKYLIGHT THEATRE COMPANY 1816 1/2 N VERMONT AVE LOS ANGELES,CA90027	N/A	PC	UNRESTRICTED GENERAL	10,000
INNER-CITY ARTS 720 KOHLER STREET LOS ANGELES,CA90021	N/A	PC	UNRESTRICTED GENERAL	5,000
THE RAPE FOUNDATION 1223 WILLSHIRE BLVD SANTA MONICA,CA90403	N/A	PC	UNRESTRICTED GENERAL	5,000
THE ROAD THEATRE CO 5108 LANKERSHIM BLVD N HOLLYWOOD,CA91601	N/A	PC	URESTRICTED GENERAL SUPPORT	10,000
A PLACE CALLED HOME AKA APCH 2830 SOUTH CENTRAL AVENUE LOS ANGELES,CA90011	N/A	PC	UNRESTRICTED GENERAL	5,000
VENICE ARTS 13445 BEACH AVENUE VENICE,CA90292	N/A	PC	UNRESTRICTED GENERAL	5,000
CREATE NOW INC 1611 S HOPE STREET LOS ANGELES,CA90015	N/A	PC	UNRESTRICTED GENERAL	5,000
24TH STREET THEATRE COMPANY 1117 W 24TH STREET LOS ANGELES,CA90007	N/A	PC	UNRESTRICTED GENERAL	5,000
THE GABRIELLA FOUNDATION 639 S COMMONWEALTH AVE LOS ANGELES,CA90005	N/A	PC	UNRESTRICTED GENERAL	5,000
HARMONY PROJECT 4322 WILLSHIRE BLVD LOS ANGELES,CA90010	N/A	PC	UNRESTRICTED GENERAL	50,000
LOS ANGELES MUSIC AND ART SCHOOL 3630 EAST THIRD STREET LOS ANGELES,CA90063	N/A	PC	UNRESTRICTED GENERAL	5,000
Total ................................. 3a				768,500

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	7,274,881
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) ..				7,518,013

13Total. Add line 12, columns (b), (d), and (e)..................

7,518,013

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE	2,500			2,500
FAS FEES	46,346			46,346

Name of Bond	End of Year Book Value	End of Year Fair Market Value
852891AC4 STANCORP FINANCIAL G
756109AN4 REALTY INCOME CORP
651639AN6 NEWMONT MINING CORP
38141EG29 GOLDMAN SACHS GROUP
032095AB7 AMPHENOL CORP

Name of Stock	End of Year Book Value	End of Year Fair Market Value
98978V103 ZOETIS INC
66987V109 NOVARTIS AG SPNSRD A
89417E109 TRAVELERS COS INC/TH
244199105 DEERE & CO
742718109 PROCTER & GAMBLE CO/
03524A108 ANHEUSER-BUSCH INBEV
404280406 HSBC HOLDINGS PLC
64110L106 NETFLIX COM INC
674599105 OCCIDENTAL PETROLEUM
931142103 WAL MART STORES INC
949746101 WELLS FARGO & CO NEW
191216100 COCA-COLA CO/THE
34959J108 FORTIVE CORP
46625H100 J P MORGAN CHASE & C
580135101 MC DONALDS CORPORATI
58933Y105 MERCK AND CO INC SHS
02079K305 ALPHABET INC SHS
023135106 AMAZON COM INC
55261F104 M&T BANK CORP
654106103 NIKE INC CL B
037833100 APPLE INC
254687106 WALT DISNEY CO/THE
641069406 NESTLE S A SPONSORED
855244109 STARBUCKS CORP
883556102 THERMO FISHER SCIENT
988498101 YUM! BRANDS INC
98850P109 YUM CHINA HOLDINGS I
485170302 KANSAS CITY SOUTHERN
235851102 DANAHER CORP
29250N105 ENBRIDGE INC
38141G104 GOLDMAN SACHS GROUP
H01301128 ALCON SA ACT NOM
68902V107 OTIS WORLDWIDE CORP
75513E101 RAYTHEON TECHNOLOGIE
594918104 MICROSOFT CORP COM
N3167Y103 FERRARI NV
928881101 VONTIER CORP
478160104 JOHNSON & JOHNSON
68622V106 ORGANON AND CO REG S

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
746792407 PUTNAM INCOME FUND
78462F103 SPDR S&P 500 ETF TRU
464287176 ISHARES TIPS BOND ET
464287655 ISHARES RUSSELL 2000
921943858 VANGUARD FTSE DEVELO
30254T759 FPA CRESCENT FUND
74676P698 PUTNAM SHORT DURATIO

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER EXPENSE (NON-DEDUCTIBLE	125	0		125
FROM PARTNERSHIP/S-CORP		971		0

Category	Amount	Net Investment Income
FOREIGN TAXES	8,041	8,041
EXCISE TAX - PRIOR YEAR	7,089	0
EXCISE TAX ESTIMATES	20,000	0
FOREIGN TAXES ON QUALIFIED FOR	38	38
FOREIGN TAXES ON NONQUALIFIED	128	128