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 10-01-2021 , and ending 09-30-2022
Name of foundation
RICHARD F WALSHALFRED W DITOLLA
HAROLD P SPIVAK FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO IATSE 207 W 25TH ST 4TH FLR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10001
A Employer identification number

13-6208834
B Telephone number (see instructions)

(212) 730-1770
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$916,507J Accounting method:
modified cash
(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) 181,455
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 15,943 15,943 15,943
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 Click to see attachment 30,131
b Gross sales price for all assets on line 6a 272,087
7 Capital gain net income (from Part IV, line 2)... 0
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)....... Click to see attachment -164,689 0 -164,689
12 Total. Add lines 1 through 11........ 62,840 15,943 -148,746
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0 0 0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 250 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 6,143 5,515 5,515 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,393 5,515 5,515 0
25 Contributions, gifts, grants paid....... 200,076 200,076
26 Total expenses and disbursements. Add lines 24 and 25 206,469 5,515 5,515 200,076
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -143,629
b Net investment income (if negative, enter -0-) 10,428
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............. 269,378 249,879 249,879
2 Savings and temporary cash investments......... 27,242 12,585 12,585
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 269,451 Click to see attachment261,823 261,823
b Investments—corporate stock (attach schedule)....... 237,780 Click to see attachment189,514 189,514
c Investments—corporate bonds (attach schedule)....... 183,993 Click to see attachment202,706 202,706
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 72,292 0 0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,060,136 916,507 916,507
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 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........... 1,060,136 916,507
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,060,136 916,507
30 Total liabilities and net assets/fund balances (see instructions). 1,060,136 916,507
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
1,060,136
2
Enter amount from Part I, line 27a .....................
2
-143,629
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
916,507
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
916,507
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.)
1a
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2  
3 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........................... 3 145
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- ..... 5 145
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 145
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 145
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 0
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet   RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    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
    Yes
     
    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 addressbulletN/A
    14
    The books are in care ofbulletJAMES B WOOD Telephone no.bullet (212) 730-1770

    Located atbullet207 W 25TH ST 4TH FLOORNEW YORKNY ZIP+4bullet10001
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    MATTHEW D LOEB TRUSTEE
    0.00     		0 0 0
    C/O IATSE 207 W 25TH ST
    NEW YORK,NY10001
    JAMES B WOOD TRUSTEE
    0.00     		0 0 0
    C/O IATSE 207 W 25TH ST
    NEW YORK,NY10001
    DANIEL DITOLLA TRUSTEE
    0.00     		0 0 0
    C/O IATSE 207 W 25TH ST
    NEW YORK,NY10001
    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 PROVIDE SCHOLARSHIP BENEFITS TO CHILDREN OF MEMBERS OF I.A.T.S.E. WHO ARE IN GOOD STANDING. 86,250
    2 PROVIDE DONATIONS TO VARIOUS TAX EXEMPT CHARITABLE AND EDUCATIONAL ORGANIZATIONS, AS DEFINED UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. 45,290
    3 PROVIDE ASSISTANCE TO MEMBERS AFFECTED BY NATURAL DISASTERS. 68,978
    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.........................bullet0
    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
    725,748
    b
    Average of monthly cash balances.......................
    1b
    294,971
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,020,719
    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
    1,020,719
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    15,311
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,005,408
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    50,270
    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
     
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
     
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
     
    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  
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$  
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		 
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		 
    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)
    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
    0 26,683 42,094 10,920 79,697
    b 85% (0.85) of line 2a ......... 0 22,681 35,780 9,282 67,742
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		200,076 137,833 197,066 140,910 675,885
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		0 0 0 0 0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		200,076 137,833 197,066 140,910 675,885
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......         0
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		         0
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		33,513 34,017 32,276 27,507 127,313
    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) ....     		        0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		        0
    (3) Largest amount of support
    from an exempt organization    		         0
    (4) Gross investment income         0
    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
    BUTLER UNIVERSITY
    4600 SUNSET AVE
    INDIANAPOLIS,IN46208     		NONE   SCHOLARSHIP 2,500
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF CALIFORNIA DAVIS
    1 SHIELDS AVE
    DAVIS,CA95616     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF BRITISH COLUMBIA
    2329 WEST MALL
    VANCOUVER,BCV6T 1Z4
    CA     		NONE   SCHOLARSHIP 2,500
    BRANDEIS UNIVERSITY
    415 SOUTH ST
    WATHAM,MA02453     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF OKLAHOMA
    660 PARRINGTON OVAL
    NORMAN,OK73019     		NONE   SCHOLARSHIP 2,500
    WESTERN UNIVERSITY
    1151 RICHMOND STREET
    LONDON,ONN6A 3K7
    CA     		NONE   SCHOLARSHIP 2,500
    NEW YORK UNIVERSITY
    27 WEST FOURTH STREET
    NEW YORK,NY10003     		NONE   SCHOLARSHIP 2,500
    DEPAUL UNIVERSITY
    2400 N SHEFFIELD AVE
    CHICAGO,IL60614     		NONE   SCHOLARSHIP 2,500
    WESLEYAN UNIVERSITY
    45 WYLLYS AVE
    MIDDLETOWN,CT06459     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF CALIFORNIA SAN DIEGO
    9500 GILMAN DR
    LA JOLLA,CA92093     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF NORTHERN COLORADO
    501 20TH ST
    GREELEY,CO80639     		NONE   SCHOLARSHIP 2,500
    LAFAYETTE COLLEGE
    730 HIGH ST
    EASTON,PA18042     		NONE   SCHOLARSHIP 2,500
    ARIZONA STATE UNIVERSITY
    1151 S FOREST AVE
    TEMPE,AZ85281     		NONE   SCHOLARSHIP 2,500
    SEATTLE CENTRAL COLLEGE
    1701 BROADWAY
    SEATTLE,WA98122     		NONE   SCHOLARSHIP 2,500
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    77 MASSACHUSETTS AVE
    CAMBRIDGE,MA02139     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF ILLINOIS
    901 WEST ILLINOIS STREET
    URBANA,IL61801     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF BRITISH COLUMBIA
    2329 WEST MALL
    VANCOUVER,BCV6T 1Z4
    CA     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF SAN FRANCISCO
    2130 FULTON ST
    SAN FRANCISCO,CA94117     		NONE   SCHOLARSHIP 2,500
    STANFORD UNIVERSITY
    450 JANE STANFORD WAY
    STANFORD,CA94305     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF VICTORIA
    3800 FINNERTY ROAD
    VICTORIA BC CANADA   V8P 5C2
    CA     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF BRITISH COLUMBIA
    2329 WEST MALL
    VANCOUVER,BCV6T 1Z4
    CA     		NONE   SCHOLARSHIP 2,500
    SOUTHERN METHODIST UNIVERSITY
    6425 BOAZ LANE
    DALLAS,TX75205     		NONE   SCHOLARSHIP 2,500
    DUKE UNIVERSITY
    BOX 90586
    DURHAM,NC27708     		NONE   SCHOLARSHIP 2,500
    CONCORDIA UNIVERSITY
    1455 DE MAISONNEUVE BLVD W
    MONTREAL,QCH3G 1M8
    CA     		NONE   SCHOLARSHIP 2,500
    FLORIDA STATE UNIVERSITY
    600 W COLLEGE AVE
    TALLAHASSEE,FL32306     		NONE   SCHOLARSHIP 2,500
    FORDHAM UNIVERSITY
    113 W 60TH STREET
    NEW YORK,NY10023     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF VICTORIA
    3800 FINNERTY ROAD
    VICTORIA,BCV8P 5C2
    CA     		NONE   SCHOLARSHIP 2,500
    COLORADO STATE UNIVERSITY
    1062 CAMPUS DELIVERY
    FORT COLLINS,CO80523     		NONE   SCHOLARSHIP 2,500
    QUINNIPAC UNIVERSITY
    275 MT CARMEL AVE
    HAMDEN,CT06518     		NONE   SCHOLARSHIP 2,500
    MIDDLEBURY COLLEGE
    14 OLD CHAPEL RD
    MIDDLEBURY,VT05753     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF PUERTO RICO AT BAYAMON
    63 PR-174
    BAYAMON,PR00959     		NONE   SCHOLARSHIP 2,500
    HARVARD COLLEGE
    28 FERNALD DR
    CAMBRIDGE MA,MA02138     		NONE   SCHOLARSHIP 2,500
    UNIVERSITY OF CHICAGO
    5801 S ELLIS AVE
    CHICAGO IL,IL60637     		NONE   SCHOLARSHIP 2,500
    GEORGIA INSTITUTE OF TECHNOLOGY
    NORTH AVENUE
    ATLANTA GA,GA30332     		NONE   SCHOLARSHIP 2,500
    MATT HUTCHINS CO IATSE LOCAL 600
    7755 SUNSET BLVD
    LOS ANGELES,CA90046     		NONE   DONATION 5,000
    ST JUDES CHILDRENS HOSPITAL
    501 ST JUDE PLACE
    MEMPHIS,TN38105     		NONE   DONATION 2,000
    BROADWAY CARES
    165 WEST 45TH ST 1300
    NEW YORK,NY10036     		NONE   DONATION 3,750
    HEART & STROKE FOUNDATION - CANADA
    1525 CARLING AVE SUITE 110
    OTTAWA,ONK1Z 8R9
    CA     		NONE   DONATION 3,000
    AMERICAN CANCER SOCIETY
    132 WEST 32ND STREET
    NEW YORK,NY10001     		NONE   DONATION 3,000
    JUVENILE DIABETES RESEARCH FOUNDATION INTL
    200 VESEY STREET 28TH FLOOR
    NEW YORK,NY10281     		NONE   DONATION 2,500
    RETT SYNDROME RESEARCH TRUST
    67 UNDER CLIFF ROAD
    TRUMBULL,CT06611     		NONE   DONATION 2,500
    ALBERTA CHILDRENS HOSPITAL
    28 OKI DR NW
    CALGARY,ABT3B 6A8
    CA     		NONE   DONATION 2,500
    MUSCULAR DYSTROPHY ASSOCIATION
    11 EAST 44TH STREET 17TH FLOOR
    NEW YORK,NY10017     		NONE   DONATION 3,000
    PERFORMING ARTS LODGES OF CANADA
    110 THE ESPLANADE
    TORONTO,ONM5E 1X9
    CA     		NONE   DONATION 3,000
    MOTION PICTURE AND TELEVISION FOUNDATION
    23388 MULHOLLAND DR
    WOODLAND HILLS,CA91364     		NONE   DONATION 10,000
    THE ACTORS FUND
    729 7TH AVE 10TH FLOOR
    NEW YORK,NY10019     		NONE   DONATION 5,000
    NIKKI BROWN
    10A BRANDON HALL DR
    DESTREHAN,LA70047     		NONE   HURRICANE ASSISTANCE 3,000
    MARK TOUPS CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 1,900
    NICHOLAS KRAMER CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 2,000
    CHARLES COOPER CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 1,954
    TROY EASTIN CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 1,566
    JEFFREY AYRES CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    ALBERT QUAID CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    SCOTT WEILBAECHER CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    BILLY COLLINS CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    JOE APLIN CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    SUE FORD CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    STEPHEN NOELL CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    AKBAR CARRIERE CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 1,000
    ROOSEVELT PROYER III CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 2,786
    BRAD LOKEY CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    RAHSANNA ISON CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    DAVID MCGOWAN II CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 2,721
    LAWRNELL BELL-RATTLER CO IATSE LOCAL 798
    70 WEST 36TH STREET SUITE 4A
    NEW YORK,NY10018     		NONE   HURRICANE ASSISTANCE 3,000
    IRVEN LARSEN CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    RUSSELL BEARD CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    EDWARD ALLEN CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 649
    JAIM O'NEILL CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    KAREEM AUDAIN CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    ROY CRAIG SERODY CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    RICHARD LANDRY CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    DANIEL RECTOR CO IATSE LOCAL 478
    511 N HENNESSEY STREET
    NEW ORLEANS,LA70119     		NONE   HURRICANE ASSISTANCE 3,000
    RUTGERS THE STATE UNIVERSITY OF NJ
    57 US HIGHWAY 1
    NEW BRUNSWICK,NJ08901     		    SCHOLARSHIP REFUND -1,250
    Total .................................bullet 3a 200,076
    bApproved for future payment
    Total .................................bullet 3b 0
    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 30,131  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aUNREALIZED GAIN     		    18 -164,689  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 -118,615 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    -118,615
    (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
    Yes
     
    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
    1c 0 IATSE SHARING OF FACILITIES AND STAFF
    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
    IATSE 501(C)(5) COMMON TRUSTEES
    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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    RICHARD F WALSHALFRED W DITOLLA
    HAROLD P SPIVAK FOUNDATION
    Employer identification number

    13-6208834
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    RICHARD F WALSHALFRED W DITOLLA
    HAROLD P SPIVAK FOUNDATION         		Employer identification number
    13-6208834
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    IATSE LOCAL 800
     
    11969 VENTURA BLVD 2ND FL
     
    LOS ANGELES, CA91604

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    IATSE LOCAL 478
     
    511 N HENNESSEY ST
     
    NEW ORLEANS, LA70119

    		$ 20,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    RICHARD F WALSHALFRED W DITOLLA
    HAROLD P SPIVAK FOUNDATION         		Employer identification number

    13-6208834
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    RICHARD F WALSHALFRED W DITOLLA
    HAROLD P SPIVAK FOUNDATION         		Employer identification number

    13-6208834
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


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    TY 2021 GainLossSaleOtherAssetsSch
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Name Date Acquired How Acquired Date Sold Purchaser Name Gross Sales Price Basis Basis Method Sales Expenses Total (net) Accumulated Depreciation
        PURCHASED     272,087 241,956 COST 0 30,131  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ABBVIE INC 6,581 6,581
    ABBVIE INC 940 940
    AMERICAN TOWER CORP 7,059 7,059
    AMERICAN TOWER CORP 1,569 1,569
    ANHEUSER-BUSCH INBEV FIN 1,733 1,733
    ANHEUSER-BUSCH INBEV FIN 867 867
    ANHEUSER-BUSCH INBEV FIN 867 867
    ANHEUSER-BUSCH INBEV FIN 867 867
    APPLE INC 4,911 4,911
    APPLE INC 982 982
    APPLE INC 1,965 1,965
    APPLE INC 982 982
    AT&T INC 1,920 1,920
    AT&T INC 960 960
    AT&T INC 1,920 1,920
    AT&T INC 2,880 2,880
    AT&T INC 960 960
    BERKSHIRE HATHAWAY INC 995 995
    BERKSHIRE HATHAWAY INC 2,984 2,984
    BP CAPITAL MARKETS PLC 2,751 2,751
    BP CAPITAL MARKETS PLC 917 917
    CITIGROUP INC 1,905 1,905
    CITIGROUP INC 952 952
    CITIGROUP INC 2,857 2,857
    CITIGROUP INC 1,905 1,905
    CITIGROUP INC 952 952
    COMCAST CORP 5,503 5,503
    COMCAST CORP 1,834 1,834
    COMCAST CORP 917 917
    CVS HEALTH CORP 5,672 5,672
    CVS HEALTH CORP 1,891 1,891
    CVS HEALTH CORP 945 945
    DUKE ENERGY CORP 6,263 6,263
    DUKE ENERGY CORP 2,349 2,349
    ENTERPRISE PRODUCTS OPER 2,905 2,905
    ENTERPRISE PRODUCTS OPER 968 968
    FISERV INC 1,841 1,841
    FISERV INC 5,522 5,522
    FISERV INC 920 920
    GOLDMAN SACHS GROUP INC 2,843 2,843
    GOLDMAN SACHS GROUP INC 948 948
    GOLDMAN SACHS GROUP INC 1,895 1,895
    GOLDMAN SACHS GROUP INC 1,895 1,895
    GOLDMAN SACHS GROUP INC 948 948
    HOME DEPOT INC 7,088 7,088
    HOME DEPOT INC 1,772 1,772
    JPMORGAN CHASE & CO 6,502 6,502
    JPMORGAN CHASE & CO 813 813
    JPMORGAN CHASE & CO 1,626 1,626
    LOWE'S COS INC 6,535 6,535
    LOWE'S COS INC 817 817
    LOWE'S COS INC 817 817
    MARSH & MCLENNAN COS INC 5,918 5,918
    MARSH & MCLENNAN COS INC 1,973 1,973
    MARSH & MCLENNAN COS INC 986 986
    MICROSOFT CORP 1,664 1,664
    MICROSOFT CORP 832 832
    MICROSOFT CORP 832 832
    MICROSOFT CORP 1,664 1,664
    MICROSOFT CORP 1,664 1,664
    MORGAN STANLEY 3,242 3,242
    MORGAN STANLEY 1,618 1,618
    ORACLE CORP 1,883 1,883
    ORACLE CORP 941 941
    ORACLE CORP 941 941
    SHELL INTERNATIONAL FIN 3,182 3,182
    SHELL INTERNATIONAL FIN 796 796
    SOUTHERN CO 1,853 1,853
    SOUTHERN CO 927 927
    SOUTHERN CO 927 927
    TORONTO-DOMINION BANK 4,409 4,409
    TORONTO-DOMINION BANK 3,527 3,527
    TORONTO-DOMINION BANK 882 882
    VERIZON COMMUNICATIONS 7,194 7,194
    VERIZON COMMUNICATIONS 1,599 1,599
    VISA INC 1,742 1,742
    VISA INC 871 871
    VISA INC 871 871
    VISA INC 871 871
    WALMART INC 2,869 2,869
    WALMART INC 6,695 6,695
    WALT DISNEY COMPANY/THE 1,995 1,995
    WALT DISNEY COMPANY/THE 997 997
    WALT DISNEY COMPANY/THE 997 997
    WELLS FARGO & COMPANY 8,221 8,221
    WELLS FARGO & COMPANY 913 913

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 387 387
    ABBOTT LABS 290 290
    ABBOTT LABS 97 97
    ABBOTT LABS 97 97
    ABBVIE INC SHS 1,611 1,611
    ABBVIE INC SHS 134 134
    ABBVIE INC SHS 134 134
    ACCENTURE PLC SHS 515 515
    ADVANCE AUTO PARTS INC 625 625
    ADVANCE AUTO PARTS INC 156 156
    ADVANCE AUTO PARTS INC 156 156
    AIR PRODUCTS&CHEM 1,629 1,629
    AIR PRODUCTS&CHEM 233 233
    AIR PRODUCTS&CHEM 233 233
    ALEXANDRIA REAL EST EQTS 421 421
    ALIBABA GROUP HOLDING LT 240 240
    ALIBABA GROUP HOLDING LT 80 80
    ALIBABA GROUP HOLDING LT 240 240
    ALIBABA GROUP HOLDING LT 400 400
    ALIBABA GROUP HOLDING LT 80 80
    ALPHABET INC SHS CL A 2,870 2,870
    ALPHABET INC SHS CL C 2,500 2,500
    AMAZON COM INC COM 4,520 4,520
    AMAZON COM INC COM 226 226
    AMER EXPRESS COMPANY 1,349 1,349
    AMERISOURCEBERGEN CORP 1,083 1,083
    AMGEN INC COM 676 676
    ANALOG DEVICES INC COM 836 836
    ANALOG DEVICES INC COM 418 418
    ANALOG DEVICES INC COM 139 139
    ANALOG DEVICES INC COM 139 139
    ANALOG DEVICES INC COM 139 139
    APPLE INC 415 415
    AUTODESK INC DEL PV$0.01 2,055 2,055
    AUTODESK INC DEL PV$0.01 934 934
    AVALONBAY CMMUN INC 553 553
    BECTON DICKINSON CO 1,114 1,114
    BEST BUY CO INC 633 633
    BLACKROCK INC 1,651 1,651
    BLOCK INC 165 165
    BLOCK INC 220 220
    BLOCK INC 275 275
    BLOCK INC 110 110
    BOEING COMPANY 121 121
    BOEING COMPANY 121 121
    BOEING COMPANY 1,453 1,453
    BOEING COMPANY 121 121
    BOEING COMPANY 242 242
    BOEING COMPANY 242 242
    BOEING COMPANY 121 121
    BOEING COMPANY 242 242
    BOEING COMPANY 121 121
    BOEING COMPANY 242 242
    BOEING COMPANY 121 121
    BOEING COMPANY 121 121
    BOEING COMPANY 121 121
    BOSTON PPTYS INC 375 375
    BRISTOL-MYERS SQUIBB CO 3,057 3,057
    BRISTOL-MYERS SQUIBB CO 142 142
    CAPITAL ONE FINL 830 830
    CAPITAL ONE FINL 184 184
    CHEVRON CORP 1,293 1,293
    CHUBB LTD 546 546
    CHUBB LTD 182 182
    CHUBB LTD 728 728
    CHUBB LTD 546 546
    CIGNA CORP REG SHS 1,110 1,110
    CIGNA CORP REG SHS 277 277
    CITIGROUP INC COM NEW 1,333 1,333
    CITIGROUP INC COM NEW 42 42
    CME GROUP INC 1,594 1,594
    CMS ENERGY CORP 874 874
    COCA COLA COM 1,008 1,008
    COCA COLA COM 336 336
    COMCAST CORP NEW CL A 499 499
    COMCAST CORP NEW CL A 117 117
    COMCAST CORP NEW CL A 29 29
    COMCAST CORP NEW CL A 323 323
    COMCAST CORP NEW CL A 147 147
    COMCAST CORP NEW CL A 88 88
    COMCAST CORP NEW CL A 557 557
    CONOCOPHILLIPS 3,582 3,582
    CORNING INC 493 493
    CORNING INC 87 87
    CORNING INC 116 116
    CVS HEALTH CORP 2,003 2,003
    CVS HEALTH CORP 191 191
    DEERE CO 668 668
    DEERE CO 668 668
    DEERE CO 1,336 1,336
    DISNEY (WALT) CO COM STK 283 283
    DISNEY (WALT) CO COM STK 283 283
    DISNEY (WALT) CO COM STK 1,132 1,132
    DISNEY (WALT) CO COM STK 94 94
    DISNEY (WALT) CO COM STK 94 94
    DISNEY (WALT) CO COM STK 189 189
    DISNEY (WALT) CO COM STK 189 189
    DOMINION ENERGY INC 207 207
    DOMINION ENERGY INC 138 138
    DOMINION ENERGY INC 69 69
    DOMINION ENERGY INC 138 138
    DOVER CORP 1,399 1,399
    EATON CORP PLC 533 533
    EATON CORP PLC 267 267
    EATON CORP PLC 533 533
    EATON CORP PLC 400 400
    ELI LILLY & CO 1,293 1,293
    EOG RESOURCES INC 2,235 2,235
    EXPEDITORS INTL WASH INC 971 971
    EXPEDITORS INTL WASH INC 442 442
    EXXON MOBIL CORP COM 2,008 2,008
    EXXON MOBIL CORP COM 349 349
    EXXON MOBIL CORP COM 175 175
    EXXON MOBIL CORP COM 262 262
    EXXON MOBIL CORP COM 262 262
    FACTSET RESH SYS INC 1,200 1,200
    FACTSET RESH SYS INC 400 400
    FIDELITY NATL INFO SVCS 302 302
    GALLAGHER ARTHUR J & CO 1,027 1,027
    GENL DYNAMICS CORP COM 2,122 2,122
    HARTFORD FINL SVCS GROUP 929 929
    HOME DEPOT INC 1,656 1,656
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    ILLUMINA INC COM 191 191
    INTL BUSINESS MACHINES 832 832
    INTL BUSINESS MACHINES 119 119
    INTUITIVE SURGICAL INC 750 750
    INTUITIVE SURGICAL INC 187 187
    JOHNSON AND JOHNSON COM 490 490
    JOHNSON AND JOHNSON COM 980 980
    JOHNSON AND JOHNSON COM 327 327
    JOHNSON AND JOHNSON COM 163 163
    JOHNSON AND JOHNSON COM 163 163
    JOHNSON AND JOHNSON COM 327 327
    MARSH & MCLENNAN COS INC 448 448
    MCDONALDS CORP COM 1,384 1,384
    MCDONALDS CORP COM 231 231
    MEDTRONIC PLC SHS 81 81
    MEDTRONIC PLC SHS 404 404
    MEDTRONIC PLC SHS 81 81
    MEDTRONIC PLC SHS 404 404
    MEDTRONIC PLC SHS 404 404
    MEDTRONIC PLC SHS 81 81
    MEDTRONIC PLC SHS 81 81
    MEDTRONIC PLC SHS 162 162
    MEDTRONIC PLC SHS 81 81
    MERCK AND CO INC SHS 517 517
    META PLATFORMS INC 1,085 1,085
    META PLATFORMS INC 678 678
    META PLATFORMS INC 950 950
    META PLATFORMS INC 136 136
    META PLATFORMS INC 136 136
    META PLATFORMS INC 271 271
    METLIFE INC COM 1,094 1,094
    MICROSOFT CORP 1,165 1,165
    MICROSOFT CORP 932 932
    MICROSOFT CORP 2,562 2,562
    MICROSOFT CORP 699 699
    MONDELEZ INTERNATIONAL 1,480 1,480
    MONDELEZ INTERNATIONAL 439 439
    MONSTER BEVERAGE SHS 1,913 1,913
    MONSTER BEVERAGE SHS 957 957
    MONSTER BEVERAGE SHS 174 174
    MONSTER BEVERAGE SHS 87 87
    MORGAN STANLEY 1,975 1,975
    NETFLIX COM INC 942 942
    NETFLIX COM INC 235 235
    NETFLIX COM INC 706 706
    NETFLIX COM INC 235 235
    NETFLIX COM INC 235 235
    NETFLIX COM INC 235 235
    NEXTERA ENERGY INC SHS 2,039 2,039
    NORFOLK SOUTHERN CORP 1,677 1,677
    NORTHN TRUST CORP 342 342
    NORTHROP GRUMMAN CORP 1,411 1,411
    NOVARTIS ADR 228 228
    NOVARTIS ADR 228 228
    NOVARTIS ADR 76 76
    NOVARTIS ADR 152 152
    NOVARTIS ADR 152 152
    NOVARTIS ADR 152 152
    NOVARTIS ADR 76 76
    NOVARTIS ADR 76 76
    NOVARTIS ADR 76 76
    NOVARTIS ADR 76 76
    NOVARTIS ADR 152 152
    NOVARTIS ADR 380 380
    NOVARTIS ADR 532 532
    NOVARTIS ADR 152 152
    NOVO NORDISK A S ADR 199 199
    NOVO NORDISK A S ADR 897 897
    NOVO NORDISK A S ADR 100 100
    NVIDIA 243 243
    NVIDIA 971 971
    NVIDIA 1,457 1,457
    NVIDIA 486 486
    NXP SEMICONDUCTORS N.V. 295 295
    NXP SEMICONDUCTORS N.V. 148 148
    NXP SEMICONDUCTORS N.V. 148 148
    NXP SEMICONDUCTORS N.V. 148 148
    NXP SEMICONDUCTORS N.V. 148 148
    NXP SEMICONDUCTORS N.V. 148 148
    ORACLE CORP $0.01 DEL 1,344 1,344
    ORACLE CORP $0.01 DEL 244 244
    ORACLE CORP $0.01 DEL 61 61
    ORACLE CORP $0.01 DEL 122 122
    ORACLE CORP $0.01 DEL 61 61
    ORACLE CORP $0.01 DEL 122 122
    ORACLE CORP $0.01 DEL 977 977
    PARKER HANNIFIN CORP 1,212 1,212
    PAYPAL HOLDINGS INC SHS 86 86
    PAYPAL HOLDINGS INC SHS 172 172
    PAYPAL HOLDINGS INC SHS 86 86
    PAYPAL HOLDINGS INC SHS 258 258
    PAYPAL HOLDINGS INC SHS 602 602
    PEPSICO INC 490 490
    PEPSICO INC 653 653
    PFIZER INC 788 788
    PFIZER INC 131 131
    PHILIP MORRIS INTL INC 2,158 2,158
    PNC FINCL SERVICES GROUP 1,644 1,644
    PPG INDUSTRIES INC SHS 1,439 1,439
    PPG INDUSTRIES INC SHS 111 111
    PPG INDUSTRIES INC SHS 111 111
    PRICE T ROWE GROUP INC 735 735
    PROCTER & GAMBLE CO 379 379
    PROCTER & GAMBLE CO 126 126
    PROCTER & GAMBLE CO 126 126
    PROCTER & GAMBLE CO 1,010 1,010
    PROCTER & GAMBLE CO 126 126
    PROGRESSIVE CRP OHIO 1,046 1,046
    PROLOGIS INC 711 711
    PROLOGIS INC 102 102
    PUB SVC ENTERPRISE GRP 619 619
    QUALCOMM INC 791 791
    QUALCOMM INC 113 113
    QUALCOMM INC 791 791
    RAYTHEON TECHNOLOGIES 2,047 2,047
    RAYTHEON TECHNOLOGIES 82 82
    REGENERON PHARMACTCLS 689 689
    REGENERON PHARMACTCLS 689 689
    REGENERON PHARMACTCLS 689 689
    REGENERON PHARMACTCLS 689 689
    REPUBLIC SERVICES INC 816 816
    ROCHE HLDG LTD SPN ADR 487 487
    ROCHE HLDG LTD SPN ADR 528 528
    ROCHE HLDG LTD SPN ADR 41 41
    ROCHE HLDG LTD SPN ADR 41 41
    ROCHE HLDG LTD SPN ADR 609 609
    ROCHE HLDG LTD SPN ADR 41 41
    ROCHE HLDG LTD SPN ADR 203 203
    SALESFORCE INC 144 144
    SALESFORCE INC 863 863
    SALESFORCE INC 432 432
    SALESFORCE INC 144 144
    SALESFORCE INC 144 144
    SALESFORCE INC 288 288
    SALESFORCE INC 144 144
    SALESFORCE INC 144 144
    SCHWAB CHARLES CORP NEW 1,150 1,150
    SEAGATE TECH HLDGS PUB 373 373
    SEAGATE TECH HLDGS PUB 53 53
    SEAGATE TECH HLDGS PUB 160 160
    SEI INVT CO PA PV $0.01 785 785
    SEI INVT CO PA PV $0.01 343 343
    SEI INVT CO PA PV $0.01 49 49
    SHOPIFY INC CL A 269 269
    SHOPIFY INC CL A 269 269
    SHOPIFY INC CL A 269 269
    SHOPIFY INC CL A 81 81
    STARBUCKS CORP 253 253
    STARBUCKS CORP 337 337
    STARBUCKS CORP 84 84
    STARBUCKS CORP 84 84
    STARBUCKS CORP 84 84
    STARBUCKS CORP 590 590
    STARBUCKS CORP 84 84
    STARBUCKS CORP 169 169
    STARBUCKS CORP 169 169
    STARBUCKS CORP 506 506
    SYSCO CORPORATION 1,697 1,697
    SYSCO CORPORATION 71 71
    TESLA INC 796 796
    TESLA INC 796 796
    TESLA INC 796 796
    TEXAS INSTRUMENTS 1,548 1,548
    TJX COS INC NEW 1,429 1,429
    TJX COS INC NEW 248 248
    TRUIST FINL CORP 1,001 1,001
    UNITED PARCEL SVC CL B 1,615 1,615
    UNITED PARCEL SVC CL B 162 162
    UNITEDHEALTH GROUP INC 3,535 3,535
    US BANCORP 847 847
    VENTAS INC 442 442
    VERIZON COMMUNICATNS COM 797 797
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 579 579
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VERTEX PHARMCTLS INC 290 290
    VISA INC CL A SHRS 1,599 1,599
    VISA INC CL A SHRS 1,066 1,066
    VISA INC CL A SHRS 355 355
    VISA INC CL A SHRS 1,599 1,599
    WALMART INC 1,427 1,427
    WALMART INC 130 130
    WELLS FARGO & CO 322 322
    WELLS FARGO & CO 121 121
    WELLS FARGO & CO 322 322
    WELLS FARGO & CO 121 121
    WELLS FARGO & CO 266 266
    WORKDAY INC CL A 152 152
    WORKDAY INC CL A 457 457
    WORKDAY INC CL A 152 152
    XCEL ENERGY INC 1,152 1,152
    XCEL ENERGY INC 128 128
    YUM BRANDS INC 851 851
    YUM BRANDS INC 319 319
    YUM CHINA HOLDINGS INC 189 189
    YUM CHINA HOLDINGS INC 47 47
    YUM CHINA HOLDINGS INC 142 142
    YUM CHINA HOLDINGS INC 236 236

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    US Government Securities - End of Year Book Value:

    261,823
    US Government Securities - End of Year Fair Market Value:

    261,823
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 OtherExpensesSchedule
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 628 0 0 0
    INVESTMENT FEES 5,515 5,515 5,515 0


    TY 2021 OtherIncomeSchedule2
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    UNREALIZED GAIN -164,689   -164,689


    TY 2021 TaxesSchedule
    Name:
    RICHARD F WALSHALFRED W DITOLLA
     
    HAROLD P SPIVAK FOUNDATION
    EIN:
    13-6208834
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NYS FEES 250 0 0 0