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 06-01-2021 , and ending 05-31-2022
Name of foundation
Witter Bynner Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 10169
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Santa Fe, NM87504
A Employer identification number

23-7169999
B Telephone number (see instructions)

(505) 699-5178
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$3,228,883J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 60,081 60,081 60,081
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,458,169
b Gross sales price for all assets on line 6a 3,771,765
7 Capital gain net income (from Part IV, line 2)... 1,458,169
8 Net short-term capital gain......... 7,758
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 314   314
12 Total. Add lines 1 through 11........ 1,518,564 1,518,250 68,153
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 77,000 18,056 18,056 58,944
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,488     4,488
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 7,451     7,451
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 32,500 17,491 17,491 15,009
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 121,439 35,547 35,547 85,892
25 Contributions, gifts, grants paid....... 88,500 88,500
26 Total expenses and disbursements. Add lines 24 and 25 209,939 35,547 35,547 174,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,308,625
b Net investment income (if negative, enter -0-) 1,482,703
c Adjusted net income (if negative, enter -0-)... 32,606
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............. 49,470    
2 Savings and temporary cash investments......... 174,921 45,000 45,000
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 2,314 2,289 2,289
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,138,719 3,739,819 3,171,344
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet19,444
Less: accumulated depreciation (attach schedule) bullet19,444      
15 Other assets (describe bullet) Click to see attachment10,250 Click to see attachment10,250 Click to see attachment10,250
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,375,674 3,797,358 3,228,883
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment2,385 Click to see attachment-2,321
23 Total liabilities (add lines 17 through 22)......... 2,385 -2,321
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........... 2,373,289 3,799,679
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,373,289 3,799,679
30 Total liabilities and net assets/fund balances (see instructions). 2,375,674 3,797,358
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
2,373,289
2
Enter amount from Part I, line 27a .....................
2
1,308,625
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
117,765
4
Add lines 1, 2, and 3 ..........................
4
3,799,679
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
3,799,679
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 75 Ecolab Inc P 2001-01-01 2021-07-13
b 300 LKQ Corp P 2001-01-01 2021-07-13
c 100 UNILEVER NV P 2001-01-01 2021-07-13
d 300 Akamai Tech P 2020-10-30 2021-08-20
e 150 Alibaba Group P 2021-03-11 2021-08-20
500 Array Tech P 2020-10-15 2021-08-20
1000 Bloom Energy P 2020-08-28 2021-08-20
800 Borgwarner Inc P 2021-02-26 2021-08-20
10945.274 Fidelity Conserv P 2021-04-30 2021-08-20
9.116 The Growth Fund P 2021-08-24 2021-08-30
15930.076 JP Morgan Backed Sec P 2020-10-27 2021-08-20
500 MORGAN STANLEY P 2021-02-25 2021-08-20
500 N-Able Inc P 2021-07-21 2021-08-20
8 NVR Inc P 2020-11-30 2021-08-20
.008 New Perspectives P 2021-08-24 2021-08-30
300 Oak STR Health P 2021-05-10 2021-08-20
400 Quanta Svcs Inc P 2021-07-13 2021-08-20
15.143 Small Cap World Fund P 2021-08-24 2021-08-30
225 Aon Plc P 2018-12-31 2021-08-20
2000 Pennon Group P 2018-01-23 2021-08-20
250 Trane Tech P 2015-04-22 2021-08-20
80 Adobe Sys Inc P 2015-09-17 2021-08-20
50 Alphabet Inc P 2015-03-31 2021-08-20
40 Amazon P 2016-12-16 2021-08-20
225 American Tower P 2015-03-19 2021-08-20
1000 Apple Inc P 2015-10-28 2021-08-20
150 Avalon Bay P 2020-05-14 2021-08-20
200 Becton Dickinson P 2018-10-11 2021-08-20
300 BERKSHIRE HATHAWAY CL B P 2007-11-19 2021-08-20
115 Broadcom Inc P 2018-06-07 2021-08-20
650 Brookfeild Infrast Prtnrs P 2020-06-01 2021-08-20
700 CVS P 2015-04-17 2021-08-20
125 CLOROX CO COM P 2017-09-29 2021-08-20
1500 COMCAST CORP P 2015-07-21 2021-08-20
225 Danaher Corp P 2016-12-23 2021-08-20
350 Disney P 2016-02-05 2021-08-20
11812.278 DODGE & COX INCOME FD P 2018-12-18 2021-08-20
275 Facebook Inc P 2016-11-03 2021-08-20
9999.89 Fidelity Conserv P 2018-12-18 2021-08-20
350 Fidelity Natl Inform P 2016-03-24 2021-08-20
2532.036 FIDELITY- OVERSEAS P 2015-05-08 2021-08-20
325 First Rep Bk San Fran P 2017-11-14 2021-08-20
400 First Solar P 2019-10-25 2021-08-20
200 Ishares TR Semicondu P 2017-12-12 2021-08-20
300 Ishares TR Biotech P 2016-12-08 2021-08-20
900 LKQ Corp P 2015-03-19 2021-08-20
350 Lowes Cos Inc P 2015-03-19 2021-08-20
200 Mastercard Inc P 2010-06-15 2021-08-20
350 MICROSOFT CORP P 2020-03-13 2021-08-20
1000 Mondelez Intl Inc Com P 2020-03-13 2021-08-20
900 N-Able Inc P 2019-09-18 2021-08-20
300 PNC Finl Svcs P 2017-06-12 2021-08-20
150 Paypal P 2020-03-06 2021-08-20
500 Progressive P 2019-04-25 2021-08-20
900 Solarwinds P 2019-09-18 2021-08-20
130 Thermo Fisher P 2015-08-26 2021-08-20
600 Trimble Inc P 2018-10-24 2021-08-20
130 Ulta Salon P 2019-11-20 2021-08-20
700 UNILEVER NV P 2007-11-19 2021-08-20
2095 VANGUARD Scottsdale P 2014-12-30 2021-08-20
12.513 The Growth Fund P 2021-08-24 2021-10-20
365.476 The Growth Fund P 2021-08-24 2021-11-18
93.783 New Perspectives P 2021-08-24 2021-11-18
359.282 American High-Income SS F3 P 2021-08-24 2022-01-20
371.461 American High-Income SS F3 P 2021-08-24 2022-02-17
982.175 American Global P 2021-08-24 2022-02-17
1350.687 Capital Group Core B P 2021-08-24 2022-02-17
351.955 American High-Income SS F3 P 2021-08-24 2022-04-20
791.907 American High-Income SS F3 P 2021-08-24 2022-05-31
3874.471 Capital Group Core B P 2021-08-24 2022-05-31
300 WASTE MANAGEMENT INC P 2014-12-30 2021-08-20
(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 15,948   8,615 7,333
b 15,289   7,267 8,022
c 5,944   5,862 82
d 34,304   28,502 5,802
e 23,920   36,104 -12,184
9,429   14,512 -5,083
19,803   16,349 3,454
33,925   36,128 -2,203
110,000   110,000  
717   706 11
183,196   185,000 -1,804
50,470   36,621 13,849
6,657   6,464 193
41,296   32,206 9,090
1   1  
13,945   17,223 -3,278
38,502   35,956 2,546
1,415   1,390 25
63,088   32,645 30,443
33,986   31,298 2,688
48,406   13,090 35,316
51,856   6,462 45,394
138,508   27,580 110,928
127,510   30,304 97,206
65,479   21,310 44,169
147,961   29,784 118,177
33,775   22,599 11,176
49,776   48,006 1,770
85,670   25,780 59,890
54,434   30,473 23,961
41,206   28,390 12,816
59,279   51,667 7,612
21,450   16,425 5,025
89,382   48,126 41,256
72,146   17,765 54,381
61,154   31,601 29,553
170,333   165,100 5,233
98,373   32,986 65,387
100,499   100,298 201
45,490   21,906 23,584
173,926   109,587 64,339
62,980   29,845 33,135
37,577   21,024 16,553
88,630   33,541 55,089
50,289   26,605 23,684
45,923   21,802 24,121
72,972   26,892 46,080
71,216   4,103 67,113
106,469   52,519 53,950
63,452   34,125 29,327
11,983   12,978 -995
55,847   36,752 19,095
40,913   16,455 24,458
49,207   37,805 11,402
15,410   21,181 -5,771
72,036   15,988 56,048
54,193   22,292 31,901
47,632   30,442 17,190
39,545   24,179 15,366
172,955   168,009 4,946
999   970 29
30,674   28,321 2,353
6,826   6,475 351
3,737   3,798 -61
3,748   3,899 -151
20,272   21,186 -914
13,480   13,981 -501
3,474   3,700 -226
7,658   8,419 -761
37,342   40,121 -2,779
45,878   24,101 21,777
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       7,333
b       8,022
c       82
d       5,802
e       -12,184
      -5,083
      3,454
      -2,203
       
      11
      -1,804
      13,849
      193
      9,090
       
      -3,278
      2,546
      25
      30,443
      2,688
      35,316
      45,394
      110,928
      97,206
      44,169
      118,177
      11,176
      1,770
      59,890
      23,961
      12,816
      7,612
      5,025
      41,256
      54,381
      29,553
      5,233
      65,387
      201
      23,584
      64,339
      33,135
      16,553
      55,089
      23,684
      24,121
      46,080
      67,113
      53,950
      29,327
      -995
      19,095
      24,458
      11,402
      -5,771
      56,048
      31,901
      17,190
      15,366
      4,946
      29
      2,353
      351
      -61
      -151
      -914
      -501
      -226
      -761
      -2,779
      21,777
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 1,458,169
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 7,758
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 20,610
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 20,610
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7  
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 20,610
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 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
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNM
    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 addressbulletbynnerfoundation.org
    14
    The books are in care ofbulletThe Witter Bynner Foundation Telephone no.bullet (505) 913-0082

    Located atbulletPO Box 10169Santa FeNM ZIP+4bullet87504
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Steven Schwartz Vice President
    0.00     		0    
    PO Box 2324
    Santa Fe,NM87504
    Griffin Daly Director
    0.00     		0    
    Van Der Hoopstraat 71-2
    Amsterdam   1051VC
    NL
    Elena Ortiz Director
    0.00     		0    
    27 Two Trails Road
    Santa Fe,NM87505
    Mark McDaniel President
    0.00     		0    
    23 Ladue Manor
    St Louis,MO63124
    Kelsey Brown Executive Direc
    40.00     		77,000    
    PO Box 10169
    Santa Fe,NM87504
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............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)
    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
    3,677,290
    b
    Average of monthly cash balances.......................
    1b
    76,573
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,753,863
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,753,863
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    56,308
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,697,555
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    184,878
    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
    184,878
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    20,610
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    20,610
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    164,268
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    164,268
    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
    164,268
    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 7 164,268
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 5,048
    b From 2017......  
    c From 2018...... 17,528
    d From 2019...... 52,890
    e From 2020...... 4,734
    f Total of lines 3a through e ........ 80,200
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 174,392
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 164,268
    e Remaining amount distributed out of corpus 10,124
    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 90,324
    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 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		5,048
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		85,276
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018.... 17,528
    c Excess from 2019.... 52,890
    d Excess from 2020.... 4,734
    e Excess from 2021.... 10,124
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    The Witter Bynner Foundation for Po
    PO Box 10169
    Santa Fe,NM87504
    (505) 988-3251
    bThe form in which applications should be submitted and information and materials they should include:
    Applications are available at the Foundation's address. The application is a standardized form that requires the same information from all applicants. Supplemental information is specified in the application. A letter of intent must be submitted between August 1 and December 31 and Applications must be submitted by February 15 of each year.
    cAny submission deadlines:
    February 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Promotion of Poetry
    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
    Santa Fe Girl's School
    310 West Zia Road
    SANTA FE,NM87505     		None PC Expanding the poetry audience 2,500
    Partners in Education Foundation
    PO Box 23374
    SANTA FE,NM87502     		None EOF Expanding the poetry audience 5,000
    Copper Canyon Press
    PO Box 271
    Port Townsend,WA98368     		None PC Poetry Translation 4,000
    Various Individuals
    PO Box 10169
    SANTA FE,NM87504     		None I Support individual poets creating new poems and support outreach program. 3,000
    NM School for the Arts
    500 Montezuma Avenue
    SANTA FE,NM87501     		None PC Expanding the poetry audience 17,000
    White Pine Press
    PO Box 236
    Buffalo,NY14201     		None PC Hungarian Poetry 2,500
    Manzano Mountain Art Council
    101 E Broadway
    Mountainair,NM87036     		N/A PF Poetry workshops 1,500
    NM Xtreme Sports
    508 First Street NW
    Albuquerque,NM87102     		  PF Uses of Poetry 10,000
    Vox Press
    PO Box 4936
    University,MS38677     		None EOF Uses of Poetry 10,000
    Center for Contemporary Arts
    1050 Old Pecos Trail
    SANTA FE,NM87501     		None PC expanding the poetry audience 2,500
    Elsewhere Studios
    PO Box 926
    Paonia,CO81428     		None PC Uses of Poetry 4,000
    Northern Arizona University
    PO Box 4094
    Flagstaff,AZ86011     		None GOV Support of Poetry 5,000
    Pocomoke High School
    1817 Old Virginia Road
    Pocomoke City,MD21851     		N/A GOV Poetry in Schools 1,000
    Paris Review
    544 West 27th Street
    New York,NY10001     		N/A POF Promote Poetry 4,000
    Pecos High School
    NM Highway 63
    Pecos,NM87552     		N/A GOV Promote Poetry in Schools 9,000
    In the Family Way
    1670 Upper Canyon Road
    SANTA FE,NM87501     		N/A POF Promotion of Poetry 5,000
    More Than an Athlete
    13024 S Manhattan Place
    Gardena,CA90249     		N/A POF Promotion of Poetry 2,500
    Total .................................bullet 3a 88,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		        1,458,169
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRoyalty & Other     		    15 314  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   60,395 1,458,169
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,518,564
    (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.)
    8 Gains/losses from sales of investment assets allow the Foundation to make qualified distributions to schools and other nonprofit organizations that support poetry related projects.
    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: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
      4,488 0 0 4,488

    TY 2021 LandEtcSchedule2
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Furniture and Fixtures 19,444 19,444    


    TY 2021 OtherAssetsSchedule
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Security Deposit 10,250 10,250 10,250


    TY 2021 OtherExpensesSchedule
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Annual Meeting 1,299     1,299
    Dues and subscriptions 350     350
    Employee benefits 7,390 1,478 1,478 5,912
    Foreign Taxes Paid 83 83 83  
    Insurance 1,066     1,066
    Investment fees 14,752 14,752 14,752  
    Late fees & penalties 23     23
    Licenses, fees and permits 10     10
    Meals and entertainment 101     101
    Office expense 424     424
    Postage 42     42
    Shipping 490     490
    taxes 5,891 1,178 1,178 4,713
    Website 579     579


    TY 2021 OtherIncomeSchedule2
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Royalty & Other 314   314


    TY 2021 OtherLiabilitiesSchedule
    Name:
    Witter Bynner Foundation Inc
    EIN:
    23-7169999
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Beginning of Year - Book Value End of Year - Book Value
    Payroll Tax Liabilities 1,436 -3,018
    Credit Card Payable 949 499
    Cash overdraft   198