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 01-01-2021 , and ending 12-31-2021

Name of foundation
IRVING AND DOROTHY ROM CHARITABLE
FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)180 E PEARSON ST 3605
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60611

A Employer identification number

59-2730088

B Telephone number (see instructions)

(561) 642-2446

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

$7,097,224J 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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	10,311
2	Check .............
3	Interest on savings and temporary cash investments	61		61
4	Dividends and interest from securities...	110,271		110,271
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		700,095
b	Gross sales price for all assets on line 6a 6,203,505
7	Capital gain net income (from Part IV, line 2)...			700,095
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		0	21,978
12	Total. Add lines 1 through 11........	820,738		832,405
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		10,250	10,250	0
c	Other professional fees (attach schedule)....
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		4,259	2,062	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		42,127	41,794	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	56,636		54,106	0
25	Contributions, gifts, grants paid.......	353,121			353,121
26	Total expenses and disbursements. Add lines 24 and 25	409,757		54,106	353,121
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	410,981
b	Net investment income (if negative, enter -0-)			778,299
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

Cat. No. 11289X Form 990-PF (2021)

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	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.............	98,421	483,781	483,781
	2	Savings and temporary cash investments.........
	3	Accounts receivable 1,517
		Less: allowance for doubtful accounts	1,458	1,517
	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
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	46,682	46,682	83,121
	b	Investments—corporate stock (attach schedule).......	5,218,691	5,539,764	6,530,322
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	295,511	0	0
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	5,660,763	6,071,744	7,097,224
	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	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........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	5,660,763	6,071,744
	29	Total net assets or fund balances (see instructions).....	5,660,763	6,071,744
	30	Total liabilities and net assets/fund balances (see instructions).	5,660,763	6,071,744

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

5,660,763

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

410,981

Other increases not included in line 2 (itemize) bullet

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

6,071,744

Decreases not included in line 2 (itemize) bullet

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

6,071,744

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	165 SHS AT&T INC	2021-07-27	2021-09-27
b	70 SHS ACTIVISION BLIZZARD ATVI	2021-06-04	2021-10-22
c	40 SHS ACTIVISION BLIZZARD ATVI	2021-07-19	2021-10-22
d	20 SHS COMCAST CORP CL A	2021-07-19	2021-09-27
e	45 SHS COMCAST CORP CL A	2021-07-19	2021-09-27
	15 SHS COMCAST CORP CL A	2021-07-19	2021-10-22
	901.646 SHS FIDELITY ADVISOR HEALTH CARE I	2020-05-27	2021-02-19
	570.000 SHS ISHARES CORE US AGGREGATE BOND ETF	2020-04-06	2021-03-20
	115.000 SHS ISHARES CORE US AGGREGATE BOND ETF	2021-09-27	2021-12-06
	25.000 SHS ISHARES IBOXX HIGH YIELD BOND ETF IV	2021-06-04	2021-07-19
	225.000 SHS ISHARES IBOXX INVT GRADE BOND ETF	2020-10-07	2021-02-19
	130.000 SHS ISHARES IBOXX INVT GRADE BOND ETF	2020-12-10	2021-02-19
	220.000 SHS ISHARES IBOXX INVT GRADE BOND ETF	2021-01-12	2021-02-19
	50.000 SHS ISHARES IBOXX INVT GRADE BOND ETF IV	2021-09-27	2021-12-06
	890.000 SHS ISHARES MSCI EUROZONE ETF IV	2021-06-04	2021-09-27
	195.000 SHS ISHARES MSCI JAPAN ETF	2021-02-19	2021-06-04
	360.000 SHS ISHARES MSCI JAPAN ETF	2021-04-01	2021-12-06
	100.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	100.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	100.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	100.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	130.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	200.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	200.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	200.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	700.000 SHS ISHARES MSCI JAPAN ETF	2021-09-27	2021-12-06
	150.000 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2021-02-19	2021-09-27
	90.000 SHS ISHARES MSCI PACIFIC EX JAPAN EFT IV	2021-07-19	2021-09-27
	650.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2020-09-01	2021-01-04
	10.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2020-09-07	2021-01-04
	65.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2020-11-12	2021-01-04
	55.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2020-09-19	2021-01-04
	80.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2020-11-20	2021-01-04
	920.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2021-03-01	2021-01-04
	25.000 SHS ISHARES RUSSELL 1000 GROWTH ETF IV	2021-08-02	2021-09-27
	65.000 SHS ISHARES RUSSELL 1000 GROWTH ETF IV	2021-08-02	2021-10-22
	20.000 SHS ISHARES RUSSELL 1000 GROWTH ETF	2021-08-02	2021-12-06
	1,185.000 SHS ISHARES RUSSELL 1000 VALUE ETF	2020-10-01	2021-01-04
	120.000 SHS ISHARES RUSSELL 1000 VALUE ETF	2020-10-19	2021-01-04
	75.000 SHS ISHARES RUSSELL 1000 VALUE ETF	2020-11-12	2021-01-04
	115.000 SHS ISHARES RUSSELL 1000 VALUE ETF	2020-11-20	2021-01-04
	138.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-04-01	2021-06-04
	1,253.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-04-01	2021-08-02
	460.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-07-19	2021-08-02
	22.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-04-01	2021-09-27
	45.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-03-01	2021-10-22
	80.000 SHS ISHARES RUSSELL 1000 VALUE EFT IV	2021-04-01	2021-10-22
	70.000 SHS ISHARES RUSSELL 2000 ETF	2021-01-04	2021-02-19
	2,060.000 SHS ISHARES RUSSELL 2000 ETF	2021-01-04	2021-03-01
	10.000 SHS ISHARES RUSSELL 2000 GROWTH ETF	2021-01-04	2021-02-19
	710.000 SHS ISHARES RUSSELL 2000 GROWTH ETF	2021-01-04	2021-03-01
	25.000SHS ISHARES RUSSELL 2000 VALUE ETF	2021-01-04	2021-02-19
	1,525.000 SHS ISHARES RUSSELL 2000 VALUE ETF	2021-01-04	2021-03-01
	10.000 SHS ISHARES 1-3 YEAR TREASURY BOND ETF	2020-05-04	2021-02-19
	60.000 SHS ISHARES 1-3 YEAR TREASURY BOND ETF	2020-05-04	2021-02-19
	400.000 SHS ISHARES 1-3 YEAR TREASURY BOND ETF	2020-05-04	2021-02-19
	2,100.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-06-09	2021-02-19
	210.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-06-28	2021-02-19
	50.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-07-06	2021-02-19
	60.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-08-17	2021-02-19
	320.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-06-09	2021-06-04
	50.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-07-17	2021-06-04
	60.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-08-28	2021-06-04
	225.000 SHS ISHARES 1-3 YEAR TREASUARY BOND ETF	2020-12-10	2021-10-22
	15 SHS JOHNSON & JOHNSON	2021-06-04	2021-09-27
	5 SHS JOHNSON & JOHNON	2021-07-19	2021-09-27
	25 SHS JOHNON & JOHNSON	2021-07-19	2021-10-22
	18 SHS KYNDRYL HLDGS INC	2020-11-12	2021-11-05
	9 SHS KYNDRYL HLDGS INC	2020-11-12	2021-11-05
	18 SHS KYNDRYL HLDGS INC	2021-02-19	2021-11-05
	19 SHS KYNDRYL HLDGS INC	2021-07-19	2021-11-05
	5 SHS KYNDRYL HLDGS INC	2021-10-22	2021-11-05
	145 SHS SONY CORP SPONSORED ADR	2021-01-20	2021-02-19
	175 SHS SONY GROUP CORP SPONSORED AGR	2021-01-20	2021-09-27
	10 SHS SONY GROUP CORP SPONSORED AGR	2021-01-20	2021-10-22
	50 SHS SONY GROUP CORP SPONSORED AGR	2021-01-20	2021-12-06
	800.000 SHS SPDR S&P MIDCAP 400 ETF	2020-09-01	2021-01-04
	80.000 SHS SPDR S&P MIDCAP 400 ETF	2020-10-19	2021-01-04
	45.000 SHS SPDR S&P MIDCAP 400 ETF	2020-11-12	2021-01-04
	70.000 SHS SPDR S&P MIDCAP 400 ETF	2020-11-20	2021-01-04
	19.000 SHS SPDR S&P MIDCAP 400 ETF IV	2021-03-01	2021-06-04
	970.000 SHS SPDR S&P MIDCAP 400 ETF IV	2021-03-01	2021-09-01
	155.000 SHS SPDR S&P MIDCAP 400 ETF IV	2021-07-19	2021-09-01
	36.000 SHS SPDR S&P MIDCAP 400 ETF IV	2021-12-01	2021-12-06
	80.000 SHS SPDR S&P 500 ETF	2021-09-01	2021-10-22
	23.000 SHS SPDR S&P 500 ETF	2021-09-01	2021-09-27
	1,145.000 SHS SPDR S&P 500 ETF	2021-09-01	2021-12-01
	430.000 SHS VANGUARD FTSE EMERGING MARKET ETF IV	2020-10-19	2021-07-19
	720.000 SHS VANGUARD FTSE EMERGING MARKET ETF IV	2020-11-12	2021-07-19
	1,060.000 SHS VANGUARD FTSE EMERGING MARKET ETF IV	2020-11-20	2021-07-19
	225.000 SHS VANGUARD FTSE EMERGING MARKETS ETF	2021-02-19	2021-04-01
	1,030 SHS VIACOMCBS INC CL B	2020-03-13	2021-01-20
	165 SHS VIACOMCBS INC CL B	2020-04-06	2021-01-20
	90 SHS VIACOMCBS INC CL B	2020-10-19	2021-01-20
	80 SHS ACTIVISION BLIZZARD ATVI	2019-04-16	2021-02-19
	5 SHS ALPHABET INC	2020-06-04	2021-09-27
	5 SHS ALPHABET INC	2020-10-07	2021-12-06
	20 SHS APPLE INC	2020-06-04	2021-07-19
	40 SHS APPLE INC	2020-06-04	2021-09-27
	10 SHS APPLE INC	2020-06-04	2021-10-22
	30 SHS APPLE INC	2020-10-19	2021-10-22
	40 SHS APPLE INC	2020-11-12	2021-12-06
	15 SHS APPLE INC	2020-11-20	2021-12-06
	45 SHS COMCAST CORP CL A	2019-11-23	2021-06-04
	30 SHS COMCAST CORP CL A	2019-11-29	2021-06-04
	20 SHS FACEBOOK INC CL A	2016-02-04	2021-06-04
	25 SHS FACEBOOK INC CL A	2019-11-08	2021-06-04
	25 SHS FACEBOOK INC CL A	2020-06-04	2021-09-27
	1 SH HOME DEPOT INC	2020-03-13	2021-06-04
	4 SHS HOME DEPOT INC	2020-03-13	2021-06-04
	5 SHS HOME DEPOT INC	2020-03-13	2021-06-04
	5 SHS HOME DEPOT INC	2020-03-13	2021-06-04
	8 SHS HOME DEPOT INC	2020-03-12	2021-09-27
	2 SHS HOME DEPOT INC	2020-03-13	2021-09-27
	20 SHS HOME DEPOT INC	2020-06-04	2021-09-27
	10 SHS HOME DEPOT INC	2020-03-12	2021-10-22
	15 SHS HOME DEPOT INC	2020-10-19	2021-10-22
	25 SHS HOME DEPOT INC	2020-11-12	2021-12-06
	5 SHS HOME DEPOT INC	2020-11-20	2021-12-06
	60 SHS IBM CORP	2019-08-07	2021-06-04
	30 SHS IBM CORP	2019-08-10	2021-06-04
	10 SHS IBM CORP	2020-02-17	2021-06-04
	40 SHS IBM CORP	2019-08-07	2021-09-27
	10 SHS INVESCO QQQ TRUST	2020-06-04	2021-09-27
	5 SHS INVESCO QQQ TRUST	2020-06-04	2021-10-22
	40 SHS INVESCO QQQ TRUST	2020-10-19	2021-10-22
	25 SHS INVESCO QQQ TRUST	2020-11-20	2021-12-06
	35 SHS INVESCO QQQ TRUST	2020-11-12	2021-12-17
	30 SHS INVESCO QQQ TRUST	2020-11-20	2021-12-17
	30 SHS ISHARES CORE S&P MID CAP ETF IV	2020-03-21	2021-06-04
	15 SHS ISHARES CORE S&P MID CAP ETF IV	2020-03-06	2021-09-27
	15 SHS ISHARES CORE S&P MID CAP ETF IV	2020-03-21	2021-09-27
	65 SHS ISHARES CORE S&P MID CAP ETF IV	2019-11-29	2021-10-22
	5 SHS ISHARES CORE S&P MID CAP ETF IV	2020-03-06	2021-10-22
	20 SHS ISHARES CORE S&P MID CAP ETF IV	2020-11-12	2021-12-17
	65 SHS ISHARES CORE S&P MID CAP ETF IV	2020-11-20	2021-12-17
	30 SHS ISHARES CORE S&P SMALL CAP ETF	2017-02-04	2021-02-19
	110 SHS ISHARES CORE S&P SMALL CAP ETF	2019-11-12	2021-02-19
	70 SHS CORE S&P SMALL CAP ETF IV	2017-02-04	2021-06-04
	105 SHS CORE S&P SMALL CAP ETF IV	2020-06-04	2021-09-27
	55 SHS CORE S&P SMALL CAP ETF IV	2020-10-19	2021-10-22
	75 SHS CORE S&P SMALL CAP ETF IV	2020-10-19	2021-10-22
	10 SHS ISHARES CORE S&P MID CAP ETF IV	2020-11-20	2021-12-06
	60 SHS ISHARES S&P SMALL CAP ETF IV	2020-11-12	2021-12-17
	115 SHS ISHARES S&P SMALL CAP ETF IV	2020-11-20	2021-12-17
	10 SHS ISHARES CORE S&P 500 ETF	2020-06-04	2021-09-27
	10 SHS ISHARES CORE S&P 500 ETF	2020-11-20	2021-12-06
	40 SHS ISHARES CORE S&P 500 ETF	2020-10-19	2021-10-22
	25 SHS ISHARES CORE S&P 500 ETF	2020-11-12	2021-12-17
	35 SHS ISHARES CORE S&P 500 ETF	2020-11-20	2021-12-17
	20 SHS ISHARES CORE S&P 500 ETF IV	2020-03-12	2021-06-04
	5 SHS ISHARES CORE S&P MID CAP ETF IV	2020-06-01	2021-06-04
	790 SHS ISHARES CORE US AGGREGATE4 BOND ETF	2018-11-21	2021-01-12
	1,640 SHS ISHARES CORE US AGGREGATE BOND ETF	2018-11-21	2021-02-19
	170 SHS ISHAERS CORE US AGGREGATE BOND ETF	2018-11-21	2021-03-02
	5 SHS ISHARES CORE US AGGRGT BOND ETF IV	2020-03-13	2021-07-19
	27 SHS ISHARES CORE US AGGRGT BOND ETF IV	2020-03-13	2021-07-19
	283 SHS ISHARES CORE US AGGRGT BOND ETF IV	2020-03-13	2021-07-19
	15 SHS ISHARES IBOXX HIGH YIELD BOND ETF	2016-07-26	2021-02-19
	165 SHS ISHARES IBOXX HIGH YIELD BOND ETF	2016-07-26	2021-02-19
	100 SHS ISHARES IBOXX HIGH YIELD BOND ETF	2016-07-29	2021-02-19
	150 SHS ISHARES IBOXX HIGH YIELD BOND ETF	2019-01-04	2021-02-19
	55 SHS ISHARES IBOXX INVT GRADE BOND ETF	2016-12-09	2021-02-19
	95 SHS ISHARES IBOXX INVT GRADE BOND ETF	2018-07-05	2021-02-19
	130 SHS ISHARES IBOXX INVT GRADE BOND ETF	2018-07-05	2021-02-19
	345 SHS ISHARES IBOXX INVT GRADE BOND ETF	2018-07-05	2021-02-19
	145 SHS ISHARES IBOXX INVT GRADE BOND ETF IV	2020-06-01	2021-07-19
	110 SHS ISHARES MSCI CANADA ETF IV	2019-11-08	2021-06-04
	65 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-06-04
	100 SHS ISHARES MSCI CANADA ETF IV	2020-02-14	2021-06-04
	35 SHS ISHARES MSCI CANADA ETF IV	2020-02-17	2021-06-04
	80 SHS ISHARES MSCI CANADA ETF IV	2020-02-17	2021-06-04
	65 SHS ISHARES MSCI CANADA ETF IV	2020-02-29	2021-06-04
	50 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-09-27
	300 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-09-27
	500 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-09-27
	600 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-09-27
	160 SHS ISHARES MSCI CANADA ETF IV	2018-07-05	2021-10-22
	470 SHS ISHARES MSCI EUROZONE ETF IV	2020-02-17	2021-09-27
	1,075 SHS ISHARES MSCI EUROZONE ETF IV	2019-05-23	2021-10-22
	265 SHS ISHARES MSCI EUROZONE ETF IV	2019-11-08	2021-10-22
	350 SHS ISHARES MSCI EUROZONE ETF IV	2020-02-14	2021-10-22
	110 SHS ISHARES MSCI EUROZONE ETF IV	2020-02-17	2021-10-22
	170 SHS ISHARES MSCI EUROZONE ETF IV	2020-10-07	2021-10-22
	1,145 SHS ISHARES MSCI EUROZONE ETF IV	2020-10-19	2021-10-22
	175 SHS ISHARES MSCI JAPAN ETF	2019-10-07	2021-06-04
	805 SHS ISHARES MSCI JAPAN ETF	2019-10-07	2021-06-04
	30 SHS ISHARES MSCI JAPAN ETF	2019-10-10	2021-06-04
	100 SHS ISHARES MSCI JAPAN ETF	2019-10-10	2021-06-04
	10 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2019-11-11	2021-06-04
	20 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2019-11-11	2021-06-04
	10 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2019-11-23	2021-06-04
	495 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2016-08-30	2021-09-27
	25 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2019-11-11	2021-09-27
	180 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2019-11-11	2021-09-27
	40 SHS ISHARES MSCI PACIFIC EX JAPAN ETF IV	2020-10-19	2021-10-22
	15 SHS ISHARES MSCI UNITED KINGDOM ETF	2016-07-29	2021-06-04
	145 SHS ISHARES MSCI UNITED KINGDOM ETF	2019-05-23	2021-06-04
	35 SHS ISHARES MSCI UNITED KINGDOM ETF	2016-07-29	2021-09-27
	95 SHS ISHARES MSCI UNITED KINGDOM ETF	2016-07-29	2021-10-22
	5 SHS KYNDRYL HLDGS INC	2019-08-07	2021-11-05
	19.200 SHS KYNDRYL HLDGS INC	2019-08-07	2021-11-05
	14.800 SHS KYNDRYL HLDGS INC	2019-11-08	2021-11-05
	1 SHS KYNDRYL HLDGS INC	2019-11-26	2021-11-05
	6 SHS KYNDRYL HLDGS INC	2020-06-04	2021-11-05
	1 SHS KYNDRYL HLDGS INC	2020-07-20	2021-11-05
	2 SHS KYNDRYL HLDGS INC	2020-10-07	2021-11-05
	7 SHS KYNDRYL HLDGS INC	2020-10-19	2021-11-05
	10 SHS NEXSTAR MEDIA GROUP CL A	2019-11-11	2021-02-19
	60 SHS NEXSTAR MEDIA GROUP CL A	2019-12-23	2021-06-04
	5 SHS NEXSTAR MEDIA GROUP CL A	2020-03-13	2021-06-04
	45 SHS NEXSTAR MEDIA GROUP CL A	2020-03-13	2021-09-27
	70 SHS NEXSTAR MEDIA GROUP CL A	2020-07-20	2021-09-27
	10 SHS NEXSTAR MEDIA GROUP CL A	2020-11-12	2021-12-06
	125 SHS VANGUARD FTSE EMERGING MARK ETF IV	2016-07-29	2021-06-04
	200 SHS VANGUARD FTSE EMERGING MARK ETF IV	2016-07-29	2021-07-19
	1,445 SHS VANGUARD FTSE EMERGING MARK ETF IV	2016-07-29	2021-07-19
	1,505 SHS VANGUARD FTSE EMERGING MARK ETF IV	2016-11-18	2021-07-19
	465 SHS VANGUARD FTSE EMERGING MARK ETF IV	2020-06-04	2021-07-19
	465 SHS VANGUARD FTSE EMERGING MARK ETF IV	2020-06-04	2021-07-19
	100 SHS VANGUARD FTSE EMERGING MARKETS ETF	2016-07-29	2021-04-01
	230 SHS VANGUARD FTSE EMERGING MARKETS ETF	2016-07-29	2021-04-01
	345 SHS VANGUARD FTSE EMERGING MARKETS ETF	2016-07-29	2021-04-01
	600 SHS VANGUARD FTSE EMERGING MARKETS ETF	2016-07-29	2021-04-01
	865 SHS VANGUARD FTSE EMERGING MARKETS ETF	2016-08-30	2021-04-01
	15 SHS VANGUARD FTSE EMERGING MARKETS ETF	2019-02-11	2021-04-01
	85 SHS VANGUARD FTSE EMERGING MARKETS ETF	2019-02-11	2021-04-01
	25 SHS VANGUARD FTSE EMERGING MARKETS ETF	2019-11-11	2021-04-01
	100 SHS VANGUARD FTSE EMERGING MARKETS ETF	2019-11-11	2021-04-01
	60 SHS VANGUARD FTSE EMERGING MARKETS ETF	2019-11-29	2021-04-01
	475 SHS VIACOMCBS INC CL B	2009-07-04	2021-01-20
	50 SHS VIACOMCBS INC CL B	2019-11-23	2021-01-20
	115 SHS VIACOMCBS INC CL B	2019-11-23	2021-01-20
	5,000 SHS WALT DISNEY CO	2020-02-17	2021-02-19
	35,000 SHS WALT DISNEY CO	2020-02-17	2021-02-19
	5,000 SHS WALT DISNEY CO	2019-11-08	2021-09-27
	5,000 SHS WALT DISNEY CO	2020-02-14	2021-09-27
	20,000 SHS WALT DISNEY CO	2020-02-14	2021-09-27
	10,000 SHS WALT DISNEY CO	2020-02-29	2021-09-27

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	4,553	4,642	-89
b	5,536	6,784	-1,248
c	3,163	3,600	-437
d	1,125	1,131	-6
e	2,530	2,545	-15
	814	848	-34
	65,687	57,000	8,687
	65,573	65,668	-95
	13,186	13,261	-75
	2,176	2,181	-5
	30,065	30,235	-170
	17,371	17,817	-446
	29,396	29,706	-310
	6,682	6,739	-57
	44,441	45,469	-1,028
	13,587	13,887	-300
	24,247	24,867	-620
	6,735	7,257	-522
	6,736	7,258	-522
	6,736	7,258	-522
	6,735	7,257	-522
	8,756	9,435	-679
	13,471	14,515	-1,044
	13,471	14,515	-1,044
	13,471	14,515	-1,044
	47,148	50,803	-3,655
	7,428	7,625	-197
	4,457	4,502	-45
	156,028	149,698	6,330
	2,400	2,302	98
	15,603	14,717	886
	13,202	12,933	269
	19,203	18,146	1,057
	226,733	223,487	3,246
	7,107	7,036	71
	18,868	18,293	575
	5,910	5,629	281
	161,500	140,181	21,319
	16,354	14,695	1,659
	10,222	9,632	590
	15,673	14,976	697
	22,395	20,972	1,423
	201,545	190,418	11,127
	73,991	70,691	3,300
	3,537	3,343	194
	7,434	6,566	868
	13,217	12,158	1,059
	15,725	13,709	2,016
	460,439	403,440	56,999
	3,269	2,862	407
	224,051	203,224	20,827
	3,793	3,290	503
	236,203	200,712	35,491
	864	866	-2
	5,181	5,196	-15
	34,541	34,638	-97
	181,341	181,654	-313
	18,134	18,170	-36
	4,318	4,328	-10
	5,181	5,195	-14
	27,614	27,681	-67
	4,315	4,325	-10
	5,178	5,192	-14
	19,308	19,434	-126
	2,450	2,493	-43
	817	830	-13
	4,093	4,151	-58
	459	438	21
	230	221	9
	459	453	6
	485	548	-63
	128	134	-6
	16,982	14,937	2,045
	20,447	18,028	2,419
	1,129	1,030	99
	6,050	5,151	899
	335,401	281,936	53,465
	33,540	29,021	4,519
	18,866	17,183	1,683
	29,348	27,394	1,954
	9,446	8,818	628
	485,911	450,206	35,705
	77,646	72,314	5,332
	18,134	18,106	28
	36,247	36,180	67
	10,187	10,402	-215
	528,621	517,826	10,795
	22,386	19,258	3,128
	37,483	33,895	3,588
	55,184	50,791	4,393
	11,822	12,638	-816
	44,331	16,281	28,050
	7,101	2,283	4,818
	3,874	2,454	1,420
	8,173	3,600	4,573
	14,165	7,089	7,076
	14,382	7,236	7,146
	2,842	1,617	1,225
	5,814	3,235	2,579
	1,490	809	681
	4,470	3,536	934
	6,619	4,792	1,827
	2,482	1,773	709
	2,568	2,086	482
	1,712	1,327	385
	6,610	2,211	4,399
	8,263	4,765	3,498
	8,829	5,684	3,145
	311	193	118
	1,243	772	471
	1,553	965	588
	1,553	965	588
	2,720	1,542	1,178
	680	386	294
	6,800	5,003	1,797
	3,661	1,928	1,733
	5,491	4,318	1,173
	10,397	6,948	3,449
	2,079	1,345	734
	8,842	8,313	529
	4,421	4,248	173
	1,474	1,437	37
	5,558	5,542	16
	3,701	2,357	1,344
	1,870	1,179	691
	14,959	11,462	3,497
	9,662	7,309	2,353
	13,546	10,169	3,377
	11,611	8,771	2,840
	8,166	6,700	1,466
	4,078	3,228	850
	4,078	3,350	728
	18,123	13,337	4,786
	1,394	1,076	318
	5,462	4,177	1,285
	17,751	13,916	3,835
	3,176	1,748	1,428
	11,647	7,864	3,783
	7,955	4,079	3,876
	11,822	7,464	4,358
	6,236	4,166	2,070
	8,504	5,681	2,823
	1,131	838	293
	6,613	4,829	1,784
	12,675	9,632	3,043
	4,446	3,124	1,322
	4,608	3,580	1,028
	18,194	13,847	4,347
	11,622	8,923	2,699
	16,271	12,531	3,740
	8,482	5,159	3,323
	2,120	1,534	586
	92,230	82,672	9,558
	190,132	171,624	18,508
	19,557	17,790	1,767
	582	559	23
	3,144	3,021	123
	32,957	31,665	1,292
	1,313	1,277	36
	14,447	13,935	512
	8,756	8,528	228
	13,134	12,287	847
	7,349	6,396	953
	12,694	10,933	1,761
	17,371	14,938	2,433
	46,100	39,706	6,394
	19,688	19,081	607
	4,199	3,237	962
	2,481	1,850	631
	3,817	3,015	802
	1,336	1,080	256
	3,054	2,469	585
	2,481	2,020	461
	1,858	1,423	435
	11,148	8,540	2,608
	18,580	14,234	4,346
	22,296	17,081	5,215
	6,321	4,555	1,766
	23,469	20,265	3,204
	53,848	41,270	12,578
	13,274	10,832	2,442
	17,532	14,386	3,146
	5,510	4,743	767
	8,515	6,592	1,923
	57,354	44,873	12,481
	12,193	9,907	2,286
	56,089	45,571	10,518
	2,090	1,704	386
	6,967	5,680	1,287
	539	594	-55
	1,079	971	108
	539	594	-55
	24,513	20,426	4,087
	1,238	1,213	25
	8,914	8,737	177
	2,057	1,674	383
	512	469	43
	4,946	4,638	308
	1,146	1,094	52
	3,203	2,968	235
	128	135	-7
	490	559	-69
	378	426	-48
	26	28	-2
	153	161	-8
	26	27	-1
	51	52	-1
	179	185	-6
	1,261	1,105	156
	8,870	6,325	2,545
	739	388	351
	7,191	3,493	3,698
	11,187	5,721	5,466
	1,532	951	581
	6,874	4,632	2,242
	10,412	7,412	3,000
	75,227	53,551	21,676
	78,351	53,475	24,876
	24,208	18,324	5,884
	24,208	18,324	5,884
	5,254	3,706	1,548
	12,085	8,524	3,561
	18,127	12,786	5,341
	31,525	22,236	9,289
	45,448	32,728	12,720
	788	632	156
	4,466	3,584	882
	1,314	1,102	212
	5,254	4,408	846
	3,152	2,609	543
	20,444	2,892	17,552
	2,152	1,721	431
	4,950	4,449	501
	920	710	210
	6,439	5,048	1,391
	891	685	206
	891	687	204
	3,565	2,839	726
	1,782	1,469	313

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			-89
b			-1,248
c			-437
d			-6
e			-15
			-34
			8,687
			-95
			-75
			-5
			-170
			-446
			-310
			-57
			-1,028
			-300
			-620
			-522
			-522
			-522
			-522
			-679
			-1,044
			-1,044
			-1,044
			-3,655
			-197
			-45
			6,330
			98
			886
			269
			1,057
			3,246
			71
			575
			281
			21,319
			1,659
			590
			697
			1,423
			11,127
			3,300
			194
			868
			1,059
			2,016
			56,999
			407
			20,827
			503
			35,491
			-2
			-15
			-97
			-313
			-36
			-10
			-14
			-67
			-10
			-14
			-126
			-43
			-13
			-58
			21
			9
			6
			-63
			-6
			2,045
			2,419
			99
			899
			53,465
			4,519
			1,683
			1,954
			628
			35,705
			5,332
			28
			67
			-215
			10,795
			3,128
			3,588
			4,393
			-816
			28,050
			4,818
			1,420
			4,573
			7,076
			7,146
			1,225
			2,579
			681
			934
			1,827
			709
			482
			385
			4,399
			3,498
			3,145
			118
			471
			588
			588
			1,178
			294
			1,797
			1,733
			1,173
			3,449
			734
			529
			173
			37
			16
			1,344
			691
			3,497
			2,353
			3,377
			2,840
			1,466
			850
			728
			4,786
			318
			1,285
			3,835
			1,428
			3,783
			3,876
			4,358
			2,070
			2,823
			293
			1,784
			3,043
			1,322
			1,028
			4,347
			2,699
			3,740
			3,323
			586
			9,558
			18,508
			1,767
			23
			123
			1,292
			36
			512
			228
			847
			953
			1,761
			2,433
			6,394
			607
			962
			631
			802
			256
			585
			461
			435
			2,608
			4,346
			5,215
			1,766
			3,204
			12,578
			2,442
			3,146
			767
			1,923
			12,481
			2,286
			10,518
			386
			1,287
			-55
			108
			-55
			4,087
			25
			177
			383
			43
			308
			52
			235
			-7
			-69
			-48
			-2
			-8
			-1
			-1
			-6
			156
			2,545
			351
			3,698
			5,466
			581
			2,242
			3,000
			21,676
			24,876
			5,884
			5,884
			1,548
			3,561
			5,341
			9,289
			12,720
			156
			882
			212
			846
			543
			17,552
			431
			501
			210
			1,391
			206
			204
			726
			313

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	700,095
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	10,818
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	10,818
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	20
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	10,636
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	10,656
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	76
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	238
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 tax	Refunded	11

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

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

N/A

The books are in care of bullet

BETH ROM-RYMER Telephone no. bullet

(312) 642-2446

Located at bullet

180 EAST PEARSON STREET STE 3605CHICAGOIL ZIP+4 bullet

60611

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

Yes

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
BETH ROM-RYMER	DIRECTOR 2.00	0	0	0
180 EAST PEARSON ST STE 3605 CHICAGO,IL60611	DIRECTOR 2.00	0	0	0
SYMI ROM-RYMER	DIRECTOR 0.50	0	0	0
363 7TH STREET APT 1R NEW YORK,NY11215	DIRECTOR 0.50	0	0	0
GARY EISENDORF	DIRECTOR 0.50	0	0	0
3380 PARK AVENUE OCEANSIDE,NY11572	DIRECTOR 0.50	0	0	0

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	NOT APPLICABLE	0
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	NONE	0
2


All other program-related investments. See instructions.
3		0

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

6,468,958

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

622,074

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

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

7,091,032

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

7,091,032

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

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

106,365

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

6,984,667

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

349,233

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

349,233

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

10,818

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

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

10,818

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

338,415

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

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

338,415

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

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

338,415

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				338,415
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......			301,348
b Total for prior years:20, 20, 20		0
3 Excess distributions carryover, if any, to 2021:
a From 2016......
b From 2017......
c From 2018......
d From 2019......
e From 2020......
f Total of lines 3a through e ........	0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 353,121
a Applied to 2020, but not more than line 2a			301,348
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.....				51,773
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 ..........				286,642
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....
b Excess from 2018....
c Excess from 2019....
d Excess from 2020....
e Excess from 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 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).)

BETH ROM-RYMER

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 email address of the person to whom applications should be addressed:

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

cAny submission deadlines:

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

Form 990-PF (2021)

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
ACWIS - NATIONAL OFFICE SCIENCE 633 THIRD AVENUE NEW YORK,NY10017	NOT RELATED	PUBLIC CHARITY	GENERAL	100,000
AMERICAN PSYCHOLOGICAL FOUNDATION 750 FIRST STREET NE WASHINGTON,DC20002	NOT RELATED	PUBLIC CHARITY	GENERAL	100,000
AMITA HEALTH FOUNDATION 2601 NAVISTAR DR BLDG 4 FLR 1 LISLE,IL60532	NOT RELATED	PUBLIC CHARITY	GENERAL	70,000
C21 WOMEN'S ENSEMBLE 410 S MICHIGAN AVENUE CHICAGO,IL60601	NOT RELATED	PUBLIC CHARITY	GENERAL	221
MAKE-A-WISH (ILLINOIS) 640 N LASALLE STREET STE 280 CHICAGO,IL60601	NOT RELATED	PUBLIC CHARITY	GENERAL	100
PRINCETON UNIVERSITY 330 ALEXANDER STREET PRINCETON,NJ08540	NOT RELATED	EDUCATIONAL INSTITUT	GLOBAL HEALTH AND POLICY FUND	50,000
THE KENNEDY FORUM ILLINOIS 1543 N WELLS STREET GARDEN LEVEL CHICAGO,IL60610	NOT RELATED	PUBLIC CHARITY	GENERAL	20,000
THRESHOLDS 4101 N RAVENSWOOD AVENUE CHICAGO,IL60613	NOT RELATED	PUBLIC CHARITY	GENERAL	10,000
WNYC LEADERSHIP CIRCLE PO BOX 1550 NEW YORK,NY10116	NOT RELATED	PUBLIC CHARITY	GENERAL	2,800
Total ................................. 3a				353,121

bApproved for future payment

Total ................................. 3b				0

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 ...........			14	61
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	700,095
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) ..		0		810,427	0

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

810,427

(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

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ACTIVISION BLIZZARD (825 SHS BOY - 1,365 SHS EOY)	81,030	90,813
AMAZON.COM INC (20 SHS BOY - 25 SHS EOY)	67,496	83,359
APPLE INC (550 SHS BOY - 480 SHS EOY)	22,042	85,234
INVESCO QQQ TR SER 1 (555 SHS BOY - 600 SHS EOY)	146,185	238,710
ALPHABET INC (FORMERLY GOOGLE INC) CL C (35 SHS BOY - 25 SHS EOY)	17,710	72,340
COMCAST CP NEW CL A SPL (1,310 SHS BOY - 1,510 SHS EOY)	47,925	75,998
WALT DISNEY CO (460 SHS BOY - 530 SHS EOY)	55,326	82,092
META PLATFORMS INC. ( FORMERLY FACEBOOK INC) (240 SHS BOY - 250 SHS EOY)	53,059	84,088
HOME DEPOT INC (240 SHS BOY - 190 SHS EOY)	43,514	78,852
JOHNSON & JOHNSON (440 SHS BOY - 485 SHS EOY)	71,352	82,969
ISHARES CORE S&P MID CAP ETF IV (910 SHS BOY - 845 SHS EOY)	159,949	239,203
ISHARES CORE US AGGREGATE BOND ETF (6,740 SHS BOY - 4,345 SHS EOY)	487,340	495,678
ISHARES IBOXX HIGH YIELD BOND ETF IV (1,280 SHS BOY - 1,015 SHS EOY)	84,359	88,315
ISHARES IBOXX INVT GRADE BOND ETF IV (3,665 SHS BOY - 2,695 SHS EOY)	320,586	357,141
ISHARES MSCI CANADA ETF (4,155 SHS BOY - 2,670 SHS EOY)	79,003	102,608
ISHARES MSCI EUROZONE ETF IV (14,480 SHS BOY - 16,860 SHS EOY)	684,252	826,309
ISHARES MSCI JAPAN ETF (2,540 SHS BOY - 4,505 SHS EOY)	294,745	301,655
ISHARES MSCI PACIFIC EX JAPAN ETF IV (1,770 SHS BOY - 1,050 SHS EOY)	43,187	50,148
ISHARES MSCI UTD KINGDOM ETF (2,870 SHS BOY - 3,090 SHS EOY)	93,739	102,403
ISHARES 1-3 YEAR TREASRY BOND ETF (5,360 SHS BOY - 4,850 SHS EOY)	419,167	414,869
VANGUARD FTSE EMERGING MARK ETF IV (14,525 SHS BOY - 12,290 SHS EOY)	588,286	607,863
NEXSTAR MEDIA GROUP (620 SHS BOY - 515 SHS EOY)	39,949	77,755
ISHARES CORE S&P SMALL CAP ETF IV (2,325 SHS BOY - 2,100 SHS EOY)	148,916	240,471
ISHARES CORE S&P 500 ETF (455 SHS BOY - 500 SHS EOY)	160,085	238,495
ISHARES RUSSELL 1000 GROWTH ETF IV (860 SHS BOY - 870 SHS EOY)	244,844	265,863
ISHARES RUSSELL 1000 VALUE ETF IN (1,495 SHS BOY - 1,580 SHS EOY)	230,800	265,329
IBM CORP (555 SHS BOY - 660 SHS EOY)	81,012	88,216
SPDR S&P MIDCAP 400 ETF (995 SHS BOY - 1,020 SHS EOY)	513,009	528,034
AT&T INC (0 SHS BOY - 3,395 SHS EOY)	94,017	83,517
SONY GROUP CORP (0 SHS BOY - 655 SHS EO)	66,728	82,792
ISHARES BIOTECHNOLOGY ETF (0 SHS BOY - 650 SHS EOY)	100,152	99,203

Description	Revenue and Expenses per Books	Net Investment Income
ANNUAL FILING FEES	61	61
INVESTMENT FEES	41,653	41,653
BANK CHARGES	80	80
MISCELLANEOUS EXPENSES	333	0

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
PARTNERSHIP INCOME/(LOSS) - BRISTOL ASSOCIATES LLC	0	21,978	0
MISCELLANEOUS INCOME	0	0	0

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
FOUNDATION EXCISE TAXES	2,197	0		0
FOREIGN TAXES WITHHELD	2,062	2,062		0