Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 05-01-2021 , and ending 04-30-2022
Name of foundation
NINA W ENGELHART CHARITABLE FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)NORTHERN TRUST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PO BOX CHICAG, IL60680
A Employer identification number

47-1827055
B Telephone number (see instructions)

(312) 630-6000
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$8,996,076J 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... 181,017 180,663  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 454,270
b Gross sales price for all assets on line 6a 2,446,124
7 Capital gain net income (from Part IV, line 2)... 454,270
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......   130,183  
12 Total. Add lines 1 through 11........ 635,287 765,116  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 95,168 31,361   63,807
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 2,500 1,250 0 1,250
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,046 3,046   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 1,177 795   15
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 102,891 36,452 0 65,072
25 Contributions, gifts, grants paid....... 368,960 368,960
26 Total expenses and disbursements. Add lines 24 and 25 471,851 36,452 0 434,032
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 163,436
b Net investment income (if negative, enter -0-) 728,664
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 218,071 122,539 122,539
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 4,461,491 Click to see attachment4,926,701 6,176,086
c Investments—corporate bonds (attach schedule)....... 1,920,061 Click to see attachment1,907,887 1,783,687
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 473,600 Click to see attachment282,199 913,764
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) 2,559    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,075,782 7,239,326 8,996,076
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,075,782 7,239,326
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)..... 7,075,782 7,239,326
30 Total liabilities and net assets/fund balances (see instructions). 7,075,782 7,239,326
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
7,075,782
2
Enter amount from Part I, line 27a .....................
2
163,436
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
108
4
Add lines 1, 2, and 3 ..........................
4
7,239,326
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,239,326
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 20. ADR AIA GROUP LTD SPONSORED ADR   2017-12-05 2021-06-02
b 571.52 MFO INVESCO DEVELOPING MARKETS FUND   2021-12-14 2022-03-25
c 11342.24 MFO INVESCO DEVELOPING MARKETS FUND   2020-01-10 2022-03-25
d 10. ADR ADIDAS AG SPONSORED ADR   2020-07-22 2021-09-27
e 23. ADR ADYEN N V ADR   2020-10-08 2021-10-05
108. ADVANCED MICRO DEVICES INC   2010-02-18 2022-03-25
3. AGILENT TECHNOLOGIES INC   2016-12-12 2021-08-27
1. ANSYS INC   2008-07-16 2021-08-27
3. APPLIED MATERIALS INC   2019-02-11 2021-08-27
8. APPLIED MATERIALS INC   2019-02-11 2021-09-15
16. APPLIED MATERIALS INC   2019-02-11 2022-02-03
162. GDR ASSA ABLOY AB ADR   2020-12-22 2022-03-01
145. GDR ASSA ABLOY AB ADR   2020-02-28 2022-03-02
231. GDR ASSA ABLOY AB ADR   2020-05-19 2022-03-21
290. GDR ASSA ABLOY AB ADR   2020-05-19 2022-03-30
10. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2017-06-21 2021-10-05
83. ADR ATLAS COPCO AB SPONSORED ADR NEW REPSTG COM CLASS A   2017-07-21 2022-03-02
11. AUTOLIV INC   2021-06-01 2022-03-24
35. AUTOLIV INC   2020-07-17 2022-03-24
219. ADR BARRATT DEVS PLC ADR   2020-05-12 2021-10-27
2. BIO RAD LABS INC CL A   2008-11-12 2021-08-27
23. ADR BRENNTAG SE UNSP ADR EA REPR 1/10 ORD SHS   2017-01-27 2021-07-29
15. BRIDGESTONE CORP ADR-EACH CNV INTO 10 ORD Y50   2018-06-04 2021-07-29
136. BRIDGESTONE CORP ADR-EACH CNV INTO 10 ORD Y50   2018-06-04 2021-11-17
285. BRIDGESTONE CORP ADR-EACH CNV INTO 10 ORD Y50   2016-07-14 2021-12-01
26. ADR BUNZL PLC SPONSORED ADR NEW   2020-12-22 2022-04-28
37. ADR BUNZL PLC SPONSORED ADR NEW   2020-12-22 2022-04-29
4. #REORG/ CDK GLOBAL CASH MERGER 07-11-2022   2022-02-07 2022-04-18
233. #REORG/ CDK GLOBAL CASH MERGER 07-11-2022   2021-03-23 2022-04-18
89. #REORG/ CDK GLOBAL CASH MERGER 07-11-2022   2022-02-07 2022-04-19
14. #REORG/ENTEGRIS CASH AND STOCK MERGER ENTEGRIS TNT#0002307911 07-0   2020-04-13 2022-01-14
39. ADR CRH PLC ADR   2020-08-27 2021-10-22
51. ADR CRH PLC ADR   2020-03-05 2022-03-18
8. ADR CSL LTD SPONSORED ADR   2016-08-12 2021-06-03
.45 CABOT OIL & GAS CORP CL A   2018-01-12 2021-10-01
21. CANADIAN PACIFIC RAILWAY LTD COM   2016-08-12 2021-06-02
28. DBS GROUP HOLDINGS LTD-SPONSORED ADR   2017-12-19 2022-04-12
3. D R HORTON INC   2009-05-20 2021-06-17
15. DAIKIN INDS LTD ADR   2015-09-04 2021-07-29
72. DAIKIN INDS LTD ADR   2015-09-04 2021-10-28
281. DAIKIN INDS LTD ADR   2015-09-04 2021-12-22
9. ADR DIAGEO PLC SPONSORED ADR NEW   2020-01-21 2021-07-29
143. DOLLAR TREE INC COM STK   2021-09-08 2021-12-29
6. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2016-08-19 2021-06-03
2. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2016-08-19 2022-03-08
52. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2016-08-19 2022-03-09
1. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2016-08-19 2022-04-27
45. ADR DSV A/S ADR UNSP EACH REPR 0.5 ORD   2016-08-19 2022-04-28
80. ENBRIDGE INC COM   2016-01-22 2022-01-06
43. ADR GIVAUDAN SA ADR   2009-06-26 2021-07-13
1. GLOBAL PMTS INC   2009-05-20 2021-06-17
32. ADR HDFC BK LTD ADR REPSTG 3 SHS   2016-08-12 2021-05-03
10. ADR HDFC BK LTD ADR REPSTG 3 SHS   2016-08-12 2021-10-05
37. ADR HDFC BK LTD ADR REPSTG 3 SHS   2016-08-12 2021-11-04
5. ADR HDFC BK LTD ADR REPSTG 3 SHS   2020-11-09 2021-11-05
68. ADR HDFC BK LTD ADR REPSTG 3 SHS   2016-08-12 2021-11-05
11. ADR HDFC BK LTD ADR REPSTG 3 SHS   2020-11-09 2021-11-08
73. ADR HDFC BK LTD ADR REPSTG 3 SHS   2020-11-06 2021-11-08
40. ADR HDFC BK LTD ADR REPSTG 3 SHS   2019-07-31 2022-04-11
4. ADR HOYA CORP SPONSORED ADR   2020-03-24 2021-07-29
14. ADR HOYA CORP SPONSORED ADR   2020-03-24 2021-10-26
11. ADR HOYA CORP SPONSORED ADR   2019-06-07 2021-11-05
9. ADR HOYA CORP SPONSORED ADR   2019-06-07 2021-11-09
40. ADR HOYA CORP SPONSORED ADR   2019-03-06 2021-12-22
105. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2020-02-21 2021-10-19
45. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2020-02-12 2021-10-29
113. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2020-02-12 2021-11-04
76. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2020-02-12 2022-01-07
66. INFOSYS TECHNOLOGIES LTD SPONSORED ADR   2020-02-12 2022-03-29
15. INTERCONTINENTAL EXCHANGE INC COM   2009-01-26 2021-12-29
7920. MFC ISHARES TR MSCI EAFE INDEX FD   2019-12-03 2022-03-25
.7 JACKSON FINANCIAL INC CL A COM   2021-09-14 2021-09-20
13. JACKSON FINANCIAL INC CL A COM   2021-09-14 2021-09-23
103. ADR KBC GROUP NV   2018-09-18 2021-10-22
104. ADR KAO CORP UNSP ADS EA REP 0.20 ORD SH   2021-02-10 2021-05-28
223. ADR KAO CORP UNSP ADS EA REP 0.20 ORD SH   2016-12-28 2021-05-28
5. ADR KERING S A ADR   2021-03-19 2021-08-13
10. ADR KERING S A ADR   2021-03-19 2021-08-16
10. ADR KERRY GROUP PLC SPONSORED ADR   2019-07-09 2021-05-17
3. KEYSIGHT TECHNOLOGIES INC COM   2016-12-16 2021-06-17
12. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2016-08-12 2021-06-02
2. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2016-08-12 2021-08-30
37. ADR LVMH MOET HENNESSY LOUIS VUITTON ADR   2016-08-12 2021-08-31
23. ADR LONZA GROUP AG ADR   2019-01-30 2021-07-29
21. ADR LONZA GROUP AG ADR   2018-12-21 2021-09-01
9. ADR LONZA GROUP AG ADR   2020-08-07 2021-10-05
24. ADR LONZA GROUP AG ADR   2018-12-21 2021-10-22
1. LULULEMON ATHLETICA INC COM   2019-11-22 2021-10-05
14. MERCADOLIBRE INC COM STK   2020-03-18 2021-12-08
1. METTLER TOLEDO INTERNATIONAL INC   2018-09-12 2021-06-02
7. NESTLE S A SPONSORED ADR REPSTG REG SH   2016-08-12 2021-06-02
62.76 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD   2022-03-25 2022-03-25
26569.13 MFB NORTHERN FUNDS ULTRA SHORT FIXED INCOME FD   2021-02-25 2022-03-25
8510.05 MFB NORTHERN FDS STK INDEX FD   2020-12-17 2022-03-25
18377.76 PIMCO FDS PAC INVT MGMT SER HIGH YIELD FD INSTL CL   2018-06-26 2022-03-25
22. #REORG/PERNOD RICARD MANDATORY EXCHNGE PERNOD RICARD 000281PAR3 11   2018-04-13 2021-06-02
37. #REORG/PERNOD RICARD MANDATORY EXCHNGE PERNOD RICARD 000281PAR3 11   2019-08-01 2021-07-29
35. #REORG/PERNOD RICARD MANDATORY EXCHNGE PERNOD RICARD 000281PAR3 11   2020-03-31 2021-10-29
122. ADR RECKITT BENCKISER GROUP PLC SPONSORED ADR   2020-02-06 2021-07-29
99. ADR RECKITT BENCKISER GROUP PLC SPONSORED ADR   2020-10-22 2021-09-15
378. ADR RECKITT BENCKISER GROUP PLC SPONSORED ADR   2019-08-01 2021-09-15
8. RESMED INC   2018-12-31 2021-06-02
234. ADR RIGHTMOVE PLC ADR   2020-05-07 2022-01-28
36. ADR ROCHE HLDG LTD SPONSORED ADR ISIN #US771195104   2008-11-24 2021-08-24
244. ADR SANTEN PHARMACEUTICAL CO LT   2014-06-03 2021-08-25
58. ADR SCHNEIDER ELECTRIC SE   2020-04-20 2022-03-22
11. SIKA AG ADR   2020-01-22 2021-06-02
24. SIKA AG ADR   2020-01-22 2021-06-03
3. SKYWORKS SOLUTIONS INC   2019-10-18 2021-06-17
21. SMITH & NEPHEW P L C SPD ADR NEW   2019-12-19 2021-06-02
14. SMITH & NEPHEW P L C SPD ADR NEW   2019-12-19 2021-06-02
154. SMITH & NEPHEW P L C SPD ADR NEW   2020-02-28 2021-06-03
80. SMITH & NEPHEW P L C SPD ADR NEW   2020-04-01 2021-06-04
150. ADR SMITHS GROUP PLC SPONSORED ADR   2018-04-19 2021-11-10
27. ADR SONOVA HLDG AG UNSP ADR   2018-12-12 2021-05-17
23. ADR SONOVA HLDG AG UNSP ADR   2018-10-26 2021-07-13
23. ADR SONOVA HLDG AG UNSP ADR   2013-06-14 2021-11-09
463. ADR SUBARU CORP ADR   2021-05-28 2022-02-09
9. SYNOPSYS INC   2013-01-09 2021-09-08
27. SYNOPSYS INC   2013-01-09 2021-09-09
123. TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADR   2016-08-12 2022-03-07
15. TECHTRONIC INDS LTD SPD ADR   2017-01-06 2021-08-19
10. GDR TELEPERFORMANCE SA ADR   2020-03-03 2021-12-23
7. GDR TELEPERFORMANCE SA ADR   2020-02-24 2022-01-04
79. ADR TENCENT HLDGS LTD ADR   2016-08-12 2021-07-29
71. ADR TENCENT HLDGS LTD ADR   2016-08-12 2021-08-25
35. ADR TENCENT HLDGS LTD ADR   2016-08-12 2021-08-26
3. ADR TOKIO MARINE HLDGS INC ADR COM STK   2020-07-08 2021-09-29
24. ADR TOKIO MARINE HLDGS INC ADR COM STK   2020-07-08 2021-09-30
57. ADR TOKIO MARINE HLDGS INC ADR COM STK   2021-12-20 2022-02-07
75. ADR TOKIO MARINE HLDGS INC ADR COM STK   2020-07-08 2022-02-07
120. ADR TOTAL SA   2016-04-07 2021-08-05
20. TOYOTA MTR CORP ADR REP 2 COM   2020-03-23 2021-05-12
17. TOYOTA MTR CORP ADR REP 2 COM   2012-02-07 2022-01-26
29. TOYOTA MTR CORP ADR REP 2 COM   2012-02-07 2022-02-09
65. ADR UNILEVER PLC SPONSORED ADR NEW   2020-09-11 2022-03-04
144. ADR WEIR GROUP PLC   2020-07-27 2022-04-11
25. ADR WUXI BIOLOGICS CAYMAN INC ADR   2021-02-01 2021-06-03
399. ADR WUXI BIOLOGICS CAYMAN INC ADR   2021-02-01 2022-03-30
20. XILINX INC   2010-02-18 2021-06-17
18. XILINX INC   2010-02-18 2021-09-10
8. AON PLC   2013-06-12 2021-05-12
6. AON PLC   2013-06-12 2021-06-17
6. AON PLC   2013-06-12 2021-10-26
10. AON PLC   2013-06-12 2021-11-02
20. FERGUSON PLC ORD GBP0.10   2018-02-09 2021-12-20
11. FERGUSON PLC ORD GBP0.10   2018-02-09 2022-03-21
11. FERGUSON PLC ORD GBP0.10   2018-02-09 2022-04-25
4. STERIS PLC ORD USD0.001   2020-04-13 2021-10-05
8. WILLIS TOWERS WATSON PLC COM USD0.000115   2015-03-24 2021-06-17
7. WILLIS TOWERS WATSON PLC COM USD0.000115   2015-07-29 2022-01-06
11. ALCON AG COM USD0.04 WI   2019-05-17 2021-06-02
186. UBS GROUP AG COMMON STOCK   2015-03-24 2022-03-22
86. CHECK POINT SOFTWARE TECH ORD   2020-10-23 2021-11-29
28. AERCAP HOLDINGS N.V. EUR0.01   2021-03-15 2022-03-16
24. AERCAP HOLDINGS N.V. EUR0.01   2019-01-03 2022-03-22
3. ADR ASML HOLDING NV NY REG 2012 (POST REV SPLIT)   2013-04-01 2021-05-25
21. NXP SEMICONDUCTORS N V COM STK   2020-05-29 2022-02-10
16. NXP SEMICONDUCTORS N V COM STK   2021-03-02 2022-03-18
8. NXP SEMICONDUCTORS N V COM STK   2019-03-22 2022-03-21
35. QIAGEN NV EUR0.01   2021-11-05 2021-11-11
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 1,023   643 380
b 22,392   26,617 -4,225
c 444,389   429,179 15,210
d 1,628   1,369 259
e 654   451 203
12,749   1,600 11,149
520   139 381
367   43 324
411   120 291
1,126   319 807
2,202   637 1,565
2,072   1,949 123
1,864   1,656 208
3,201   2,390 811
3,983   2,474 1,509
621   294 327
4,149   2,369 1,780
846   1,177 -331
2,690   2,343 347
3,984   3,322 662
1,584   124 1,460
457   270 187
326   302 24
2,922   2,532 390
5,789   4,602 1,187
1,001   868 133
1,437   1,129 308
218   168 50
12,684   12,360 324
4,845   3,715 1,130
2,616   1,684 932
1,847   1,492 355
2,301   1,796 505
890   359 531
10   14 -4
1,717   619 1,098
2,751   2,069 682
269   31 238
313   87 226
1,540   417 1,123
6,179   1,626 4,553
1,778   1,530 248
20,038   15,151 4,887
718   151 567
174   50 124
4,491   1,306 3,185
80   25 55
3,611   1,130 2,481
3,194   2,569 625
4,099   517 3,582
194   16 178
2,242   1,116 1,126
735   349 386
2,632   1,291 1,341
356   337 19
4,838   2,373 2,465
787   741 46
5,225   4,629 596
2,481   2,293 188
567   315 252
2,112   1,067 1,045
1,732   790 942
1,417   614 803
5,715   2,388 3,327
2,538   1,201 1,337
1,002   505 497
2,574   1,267 1,307
1,830   852 978
1,639   740 899
2,061   169 1,892
581,584   532,579 49,005
19   19  
339   352 -13
4,813   4,229 584
1,279   1,511 -232
2,742   2,123 619
464   360 104
892   720 172
1,328   1,202 126
449   110 339
1,936   426 1,510
295   71 224
5,464   1,312 4,152
1,751   598 1,153
1,763   541 1,222
676   565 111
1,974   618 1,356
399   219 180
16,734   8,267 8,467
1,281   600 681
867   573 294
631   642 -11
267,285   270,266 -2,981
423,630   316,388 107,242
154,925   166,188 -11,263
969   761 208
1,649   1,322 327
1,606   1,191 415
1,913   2,070 -157
1,611   1,820 -209
6,151   6,006 145
1,632   908 724
3,943   2,886 1,057
1,801   610 1,191
3,566   2,803 763
1,941   1,073 868
355   209 146
766   456 310
516   262 254
908   1,000 -92
603   677 -74
6,552   7,291 -739
3,392   3,402 -10
2,857   3,410 -553
1,564   840 724
1,698   631 1,067
2,004   518 1,486
3,974   4,429 -455
3,033   284 2,749
9,050   851 8,199
12,266   3,598 8,668
1,587   276 1,311
2,173   1,306 867
1,551   909 642
4,891   1,914 2,977
4,324   1,720 2,604
2,120   848 1,272
160   131 29
1,291   1,046 245
3,473   3,076 397
4,569   3,121 1,448
5,308   5,328 -20
3,087   2,130 957
3,334   1,351 1,983
5,843   2,304 3,539
2,940   3,562 -622
1,438   1,164 274
772   739 33
6,912   11,802 -4,890
2,673   510 2,163
2,818   459 2,359
2,014   522 1,492
1,410   391 1,019
1,914   391 1,523
3,032   652 2,380
3,358   1,527 1,831
1,610   840 770
1,436   840 596
829   594 235
1,870   1,032 838
1,656   886 770
765   691 74
3,571   3,399 172
9,492   5,527 3,965
1,484   1,565 -81
1,360   884 476
2,006   203 1,803
4,355   2,037 2,318
3,005   2,932 73
1,502   731 771
1,865   1,890 -25
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
      143,059
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       380
b       -4,225
c       15,210
d       259
e       203
      11,149
      381
      324
      291
      807
      1,565
      123
      208
      811
      1,509
      327
      1,780
      -331
      347
      662
      1,460
      187
      24
      390
      1,187
      133
      308
      50
      324
      1,130
      932
      355
      505
      531
      -4
      1,098
      682
      238
      226
      1,123
      4,553
      248
      4,887
      567
      124
      3,185
      55
      2,481
      625
      3,582
      178
      1,126
      386
      1,341
      19
      2,465
      46
      596
      188
      252
      1,045
      942
      803
      3,327
      1,337
      497
      1,307
      978
      899
      1,892
      49,005
       
      -13
      584
      -232
      619
      104
      172
      126
      339
      1,510
      224
      4,152
      1,153
      1,222
      111
      1,356
      180
      8,467
      681
      294
      -11
      -2,981
      107,242
      -11,263
      208
      327
      415
      -157
      -209
      145
      724
      1,057
      1,191
      763
      868
      146
      310
      254
      -92
      -74
      -739
      -10
      -553
      724
      1,067
      1,486
      -455
      2,749
      8,199
      8,668
      1,311
      867
      642
      2,977
      2,604
      1,272
      29
      245
      397
      1,448
      -20
      957
      1,983
      3,539
      -622
      274
      33
      -4,890
      2,163
      2,359
      1,492
      1,019
      1,523
      2,380
      1,831
      770
      596
      235
      838
      770
      74
      172
      3,965
      -81
      476
      1,803
      2,318
      73
      771
      -25
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 454,270
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 10,128
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 10,128
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,009
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 6,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,009
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 881
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet881 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletIL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletNORTHERN TRUST COMPANY Telephone no.bullet (312) 630-6000

    Located atbulletPO BOX 803878CHICAGOIL ZIP+4bullet60680
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    NORTHERN TRUST TRUSTEE
    40     		95,168    
    PO BOX 803878
    CHICAGO,IL60680
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,970,278
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,970,278
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    9,970,278
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    149,554
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    9,820,724
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    491,036
    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
    491,036
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,128
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,128
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    480,908
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    480,908
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    480,908
    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 7 480,908
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 368,960
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 434,032
    a Applied to 2020, but not more than line 2a 368,960
    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..... 65,072
    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 ..........     		415,836
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    SALVATION ARMY
    CHICAGO METROPOLITAN
    5040 N PULASKI RD
    CHICAGO,IL60630     		NONE PC GENERAL 110,688
    WELLESLEY COLLEGE
    106 CENTRAL ST
    WELLESLEY,MA02481     		NONE PC GENERAL 110,688
    REHABILITATION INSTITUTE OF CHICAGO
    345 E SUPERIOR ST
    CHICAGO,IL60611     		NONE PC GENERAL 73,792
    CRADLE SOCIETY
    2049 RIDGE AVENUE
    EVANSTON,IL60201     		NONE PC GENERAL 73,792
    Total .................................bullet 3a 368,960
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 454,270  
    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) ..   635,287  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    635,287
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 2,500 1,250   1,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Name of Bond End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 1,907,887 1,783,687

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE 4,926,701 6,176,086

    TY 2021 InvestmentsOtherSchedule2
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    SEE ATTACHED SCHEDULE AT COST 282,199 913,764

    TY 2021 OtherExpensesSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    SERVICE CHARGE 795 795   0
    STATE FILING FEE 15 0   15
    DEFERRED EXPENSE 367 0   0


    TY 2021 OtherIncomeSchedule2
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PRIVATE EQUITY CORE FUND VI LP   144,405  
    PRIVATE EQUITY CORE FD VI LP: 990-T UBTI   -14,222  


    TY 2021 OtherIncreasesSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Description Amount
    TAX COST ADJUSTMENT 108


    TY 2021 TaxesSchedule
    Name:
    NINA W ENGELHART CHARITABLE FOUNDATION
    EIN:
    47-1827055
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 1,000 0   0
    FOREIGN TAXES 3,046 3,046   0