TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022

Name of foundation
THE ALBERT M GREENFIELD FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 618
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
RICHBORO, PA18954

A Employer identification number

23-6050816

B Telephone number (see instructions)

(215) 354-9033

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$21,487,428J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).)	(a) Revenue and expenses per books		(b) Net investment income	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments	80,929		80,929
4	Dividends and interest from securities...	398,504		398,504
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		1,299,150
b	Gross sales price for all assets on line 6a 11,033,296
7	Capital gain net income (from Part IV, line 2)...			1,299,150
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	1,778,583		1,778,583
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......	26,916		0	26,916
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		19,500	9,750	9,750
c	Other professional fees (attach schedule)....		118,709	116,107	2,602
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		18,718	0	718
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		12,507	0	9,820
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	196,350		125,857	49,806
25	Contributions, gifts, grants paid.......	1,619,380			1,207,000
26	Total expenses and disbursements. Add lines 24 and 25	1,815,730		125,857	1,256,806
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-37,147
b	Net investment income (if negative, enter -0-)			1,652,726
c	Adjusted net income (if negative, enter -0-)...

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	56,525	126,318	126,318
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)	2,060,576	2,044,779	2,044,779
	b	Investments—corporate stock (attach schedule).......	11,211,999	9,150,250	9,150,250
	c	Investments—corporate bonds (attach schedule).......	1,456,569	1,161,143	1,161,143
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	10,745,097	8,967,093	8,967,093
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	39,311	37,845	37,845
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	25,570,077	21,487,428	21,487,428
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................	1,669,593	2,081,973
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	1,669,593	2,081,973
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	12,085,959	12,048,812
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	11,814,525	7,356,643
	29	Total net assets or fund balances (see instructions).....	23,900,484	19,405,455
	30	Total liabilities and net assets/fund balances (see instructions).	25,570,077	21,487,428

Part III

Analysis of Changes in Net Assets or Fund Balances

Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............

23,900,484

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

-37,147

Other increases not included in line 2 (itemize) bullet

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

23,863,337

Decreases not included in line 2 (itemize) bullet

4,457,882

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

19,405,455

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	PUBLICLY TRADED SECURITIES	P	2021-09-01	2022-08-31
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	11,033,296	9,734,146	1,299,150
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			1,299,150
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	1,299,150
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	22,973
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	22,973
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	27,889
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	27,889
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	4,916
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax4,916	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials

published or distributed by the foundation in connection with the activities.

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

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles

of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....

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

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

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

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

Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:

By language in the governing instrument, or

By state legislation that effectively amends the governing instrument so that no mandatory directions

that conflict with the state law remain in the governing instrument?................

Yes

Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),

and Part XIV..................................

Yes

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

If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney

General (or designate) of each state as required by General Instruction G? If "No," attach explanation .

Yes

Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)

or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.

If "Yes," complete Part XIII .............................

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the

meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............

Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had

advisory privileges? If "Yes," attach statement. See instructions.................

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

Yes

Website address bullet

WWW.THEALBERTMGREENFIELDFOUNDATION.ORG

The books are in care of bullet

SUSAN HUFNAGEL Telephone no. bullet

(215) 354-9033

Located at bullet

PO BOX 618RICHBOROPA ZIP+4 bullet

18954

Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here ......... bullet

and enter the amount of tax-exempt interest received or accrued during the year ........ bullet

16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo

a bank, securities, or other financial account in a foreign country? .................

16 No

See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
country bullet

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.

Yes

During the year did the foundation (either directly or indirectly):

(1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

(6) Agree to pay money or property to a government official? (Exception. Check "No"

if the foundation agreed to make a grant to or to employ the official for a period

after termination of government service, if terminating within 90 days.) ...............

1a(6)

If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations

section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........

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

Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,

that were not corrected before the first day of the tax year beginning in 2021? .............

Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private

operating foundation defined in section 4942(j)(3) or 4942(j)(5)):

At the end of tax year 2021, did the foundation have any undistributed income (lines 6d

and 6e, Part XII) for tax year(s) beginning before 2021?....................

If "Yes," list the years bullet

20, 20, 20, 20

Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)

(relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)

to all years listed, answer "No" and attach statement—see instructions.) ..............

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

20, 20, 20, 20

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

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

If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation

or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved

by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)

the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine

if the foundation had excess business holdings in 2021.) .....................

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

Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its

charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

(2) Influence the outcome of any specific public election (see section 4955); or to carry

on, directly or indirectly, any voter registration drive? ....................

5a(2)

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

5a(3)

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

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

5a(4)

(5) Provide for any purpose other than religious, charitable, scientific, literary, or

educational purposes, or for the prevention of cruelty to children or animals? .............

5a(5)

If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in

Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........

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

If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the

tax because it maintained expenditure responsibility for the grant? .................

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

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

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

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

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

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

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

Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or

excess parachute payment during the year? .........................

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors

1 List all officers, directors, trustees, foundation managers and their compensation. See instructions

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
PRISCILLA LUCE	PRESIDENT 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	PRESIDENT 0.00	0	0	0
DEBORAH G DELAURO ESQ	SECRETARY 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	SECRETARY 0.00	0	0	0
JULIET SIX	TREASURER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	TREASURER 0.00	0	0	0
SARAH E MARK	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0
EDWARD A MONTGOMERY JR	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0
MATHILDE DAVIDSON	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0
JASON GREENFIELD	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0
GABRIELLE QUINTANA GREENFIELD	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0
AARON GREENFIELD	MEMBER 0.00	0	0	0
PO BOX 618 RICHBORO,PA18954	MEMBER 0.00	0	0	0

2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."


(a) Name and address of each employee paid more than $50,000	(b) Title, and average hours per week devoted to position	(c) Compensation	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
NONE









Total number of other employees paid over $50,000...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

23,224,543

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

91,422

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

38,578

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

23,354,543

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

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

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

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

23,354,543

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

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

350,318

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

23,004,225

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

1,150,211

Part X

Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow

and do not complete this part.)

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

1,150,211

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

22,973

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

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

22,973

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

1,127,238

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

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

1,127,238

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

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

1,127,238

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					1,127,238
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				0
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	75,615
b From 2017......
c From 2018......	12,932
d From 2019......	157,438
e From 2020......	269,805
f Total of lines 3a through e ........		515,790
4Qualifying distributions for 2021 from Part
XI, line 4: $ 1,256,806
a Applied to 2020, but not more than line 2a				0
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.....					1,127,238
e Remaining amount distributed out of corpus		129,568
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		645,358
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 ..........					0
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		75,615
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		569,743
10 Analysis of line 9:
a Excess from 2017....
b Excess from 2018....	12,932
c Excess from 2019....	157,438
d Excess from 2020....	269,805
e Excess from 2021....	129,568

Form 990-PF (2021)

Page 10

Part XIII

Private Operating Foundations (see instructions and Part VI-A, question 9)

1a If the foundation has received a ruling or determination letter that it is a private operating
foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet

b Check box to indicate whether the organization is a private operating foundation described in section 4942(j)(3) or4942(j)(5)

2a Enter the lesser of the adjusted net income from Part I or the minimum investment return from Part X for each year listed ..........	Tax year	Prior 3 years			(e) Total
	(a) 2021	(b) 2020	(c) 2019	(d) 2018	(e) Total

b 85% (0.85) of line 2a .........
c Qualifying distributions from Part XI, line 4 for each year listed .....
d Amounts included in line 2c not used directly for active conduct of exempt activities ..........
e Qualifying distributions made directly for active conduct of exempt activities. Subtract line 2d from line 2c ....
3 Complete 3a, b, or c for the alternative test relied upon:
a “Assets" alternative test—enter:
(1) Value of all assets ......
(2) Value of assets qualifying under section 4942(j)(3)(B)(i)
b “Endowment" alternative test— enter 2/3 of minimum investment return shown in Part IX, line 6 for each year listed ..
c “Support" alternative test—enter:
(1) Total support other than gross investment income (interest, dividends, rents, payments on securities loans (section 512(a)(5)), or royalties) ....
(2) Support from general public and 5 or more exempt organizations as provided in section 4942(j)(3)(B)(iii)....
(3) Largest amount of support from an exempt organization
(4) Gross investment income

Part XIV

Supplementary Information (Complete this part only if the foundation had $5,000 or more in
assets at any time during the year—see instructions.)

1Information Regarding Foundation Managers:

aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)

bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.

2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:

Check here bullet

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

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

MS PRISCILLA LUCE
PO BOX 30267
PHILADELPHIA,PA19103
(215) 354-0604

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

NO PARTICULAR FORM OR APPLICATION IS REQUIRED

cAny submission deadlines:

NONE

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

NONE - ALL AWARDS REVIEWED ON AN INDIVIDUAL BASIS

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
ACADEMY IN MANAYUNK 1200 RIVER ROAD CONSHOHOCKEN,PA19428	UNRELATED	PC	GENERAL	65,000
AFRICAN AMERICAN MUSEUM IN PHILADELPHIA 701 ARCH STREET PHILADELPHIA,PA19106	UNRELATED	PC	GENERAL	100,000
CENTER CITY DISTRICT FOUNDATION 660 CHESTNUT STREET PHILADELPHIA,PA19106	UNRELATED	PC	GENERAL	50,000
MANN CENTER FOR PERFORMING ARTS 123 SOUTH BROAD STREET SUITE 1930 PHILADELPHIA,PA19109	UNRELATED	PC	GENERAL	250,000
PENNSYLVANIA ACADEMY OF THE FINE ARTS 128 N BROAD STREET PHILADELPHIA,PA19102	UNRELATED	PC	GENERAL	167,000
PHILADELPHIA ZOO 3400 WEST GIRARD AVENUE PHILADELPHIA,PA19104	UNRELATED	PC	GENERAL	75,000
PLEASE TOUCH MUSEUM 4231 AVENUE OF THE REPUBLIC PHILADELPHIA,PA19131	UNRELATED	PC	GENERAL	75,000
TEMPLE UNIVERSITY 1852 N 10TH STREET PHILADELPHIA,PA19122	UNRELATED	PC	GENERAL	200,000
UNIVERSITY OF THE ARTS 320 S BROAD STREET PHILADELPHIA,PA19102	UNRELATED	PC	GENERAL	100,000
WILLIAM PENN CHARTER SCHOOL 300 WEST SCHOOL HOUSE LANE PHILADELPHIA,PA19144	UNRELATED	PC	GENERAL	125,000
Total ................................. 3a				1,207,000

bApproved for future payment

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

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	80,929
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	1,299,150
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		1,778,583	0

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

1,778,583

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See instructions.)

Form 990-PF (2021)

Page 13

Part XVI

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

Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.

(a) Line No.	(b) Amount involved	(c) Name of noncharitable exempt organization	(d) Description of transfers, transactions, and sharing arrangements

Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........Yes No

If "Yes," complete the following schedule.

(a) Name of organization	(b) Type of organization	(c) Description of relationship

Sign Here

Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

TY 2021 AccountingFeesSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
ACCOUNTING FEES	19,500	9,750		9,750

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Name of Bond	End of Year Book Value	End of Year Fair Market Value
A T & T INC DTD 9/7/2016 4.55% 3/9/2049	26,542	26,542
ABBVIE INC DTD 5/21/2020 3.2% 11/21/2029	22,834	22,834
ADOBE SYSTEMS INC DTD 1/26/2015 3.25% 2/1/2025	19,793	19,793
ALEXANDRIA REAL ESTATE E DTD 11/17/2015 4.3% 1/15/2026	9,930	9,930
AMAZON.COM INC DTD 5/12/2021 1.65% 5/12/2028	26,642	26,642
AMERICAN HOMES 4 RENT LP DTD 1/23/2019 4.9% 2/15/2029	9,790	9,790
AMGEN INC DTD 2/21/2020 3.375% 2/21/2050	15,275	15,275
ANHEUSER-BUSH INBEV FIN DTD 1/25/2016 4.9% 2/1/2046	18,987	18,987
APPLE INC DTD 5/13/2015 4.375% 5/13/2045	24,487	24,487
ARROW ELECTRONICS INC DTD 12/1/2021 2.95% 2/15/2032	20,301	20,301
ASTRAZENECA FINANCE LLC 1.2% DTD 5/28/2021 1.2% 5/28/2026	13,544	13,544
B P CAP MARKETS AMERICA DTD 1/12/2022 2.721% 1/12/2032	21,800	21,800
BANCO SANTANDER SA DTD 5/28/2020 2.746% 5/28/2025	14,105	14,105
BANK OF AMERICA CORP DTD 4/21/2015 3.95% 4/21/2025	34,650	34,650
BROADCOM CRP / CAYMN FI DTD 10/17/2017 3.5% 1/15/2028	18,565	18,565
C V S HEALTH CORP DTD 3/9/2018 4.78% 3/25/2038	23,764	23,764
CITIGROUP INC DTD 9/29/2015 4.45% 9/29/2027	34,124	34,124
CITIZENS BANK NA/RI DTD 4/30/2020 2.25% 4/28/2025	14,213	14,213
COSTCO WHOLESALE CORP DTD 4/20/2020 1.6% 4/20/2030	21,051	21,051
CRED SUIS GP FUN LTD DTD 9/26/2015 3.75% 3/26/2025	28,666	28,666
DELTA AIR LINES 2019-1AA PASSTHRU CTF DTD 3/13/2019 3.204% 10/25/2025	14,526	14,526
DEUTSCHE BANK NY DTD 1/4/2022 2.552% 1/7/2028	21,313	21,313
DOWDUPONT INC DTD 11/28/2018 4.493% 11/15/2025	10,072	10,072
EBAY INC DTD 3/11/2020 1.9% 3/11/2025	23,600	23,600
FISERV INC DTD 6/24/2019 3.5% 7/1/2029	22,892	22,892
FN FM8980 2.5% 09/01/2051 DTD 9/1/2021 2.5% 9/1/2051	13,191	13,191
FN FM9813 DTD 11/1/2021 2.0% 11/1/2051	20,634	20,634
FN FS0675 DTD 2/1/2022 3% 2/1/2052	17,637	17,637
FN FS1288 DTD 3/1/2022 3% 12/1/2036	17,385	17,385
FN FS1701 4% 05/01/2052	24,210	24,210
GOLDMAN SACHS GRP INC DTD 10/3/2007 6.75% 10/1/2037	33,253	33,253
HOME DEPOT INC DTD 1/7/2021 1.375% 3/15/2031	12,035	12,035
HSBC HOLDINGS PLC DTD 8/18/2020 FLTG RATE 8/18/2031	19,754	19,754
INTEL CORP DTD 12/11/2012 2.70% 12/15/2022	14,985	14,985
J B HUNT TRANSPORT SERVICES DTD 3/1/2019 3.875% 3/1/2026	14,764	14,764
JOHN DEERE CAPITAL CORP DTD 3/4/2021 0.45% 1/17/2024	14,361	14,361
JP MORGAN MORTGAGE TRUST PASSTHRU CTF DTD 10/1/2003 4.33719% 10/25/2033 SERI	107	107
JPMORGAN CHASE & CO DTD 6/14/2022 VAR 6/14/2030	24,251	24,251
K L A CORP DTD 6/23/2022 4.65% 7/15/2032	15,243	15,243
KROGER CO DTD 1/12/2021 1.7% 1/15/2031 /	15,934	15,934
LAM RESEARCH CORP DTD 3/4/2019 4% 3/15/2029	19,616	19,616
LLOYDS BANKING GROUP PLC DTD 2/5/2020 2.438% 2/5/2026	23,492	23,492
MICROSOFT CORP DTD 6/1/2020 2.525% 6/1/2050	18,196	18,196
MORGAN STANLEY DTD 4/22/2021 FLTG RATE 5/4/2027	35,653	35,653
NUTRIEN LTD DTD 5/13/2020 1.9% 5/13/2023	9,839	9,839
ORACLE CORP DTD 3/24/2021 1.65% 3/25/2026	18,035	18,035
ORACLE CORP DTD 5/5/2015 3.9% 5/15/2035	12,268	12,268
PORT AUTHORITY OF NEW YORK & NEWJE DTD 7/8/2020 1.086% 7/1/2023 TXBL-CONSOLI	14,680	14,680
PROVINCE OF ONTARIO DTD 1/29/2019 3.05% 1/29/2024	19,820	19,820
PRUDENTIAL FINANCIAL INC DTD 2/25/2019 4.35% 2/25/2050	18,451	18,451
ROYAL BANK OF SCOTLAND GROUP PLC DTD 9/27/2018 5.076% 1/27/2030	19,433	19,433
SALES TAX SECURITIZATION CORP DTD 1/30/2020 3.411% 1/1/2043 TXBL-REF-SECOND	12,383	12,383
SHELL INTERNATIONAL FIN DTD 11/13/2018 3.5% 11/13/2023	14,970	14,970
SIMON PROPERTY GROUP LP DTD 1/11/2022 2.65% 2/1/2032	12,466	12,466
TAKEDA PHARMACEUTICAL DTD 7/9/2020 2.05% 3/31/2030	20,901	20,901
T-MOBILE USA INC DTD 4/15/2021 3.875% 4/15/2030	23,105	23,105
TOTAL SYSTEM SERVICES IN DTD 3/17/2016 4.8% 4/1/2026	9,920	9,920
TOYOTA MOTOR CREDIT CORP DTD 2/13/2020 1.8% 2/13/2025	23,755	23,755
UNION PACIFIC CORP DTD 2/19/2019 3.15% 3/1/2024	14,862	14,862
UNITEDHEALTH GROUP INC DTD 5/19/2021 1.15% 5/15/2026	22,774	22,774
VERIZON COMMUNICATIONS DTD 3/22/2021 3.4% 3/22/2041	8,056	8,056
WALT DISNEY COMPANY/THE DTD 5/13/2020 2.65% 1/13/2031	8,815	8,815
WFRBS COMMERCIAL MORTGAGE TRUST2013 2013-C12 PASSTHRU CTF DTD 3/1/2013 3.198	10,443	10,443

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Name of Stock	End of Year Book Value	End of Year Fair Market Value
10X GENOMICS INC CL A COM	3,299	3,299
A D T INC.	5,905	5,905
A G N C INVT CORP	125,475	125,475
ABBOTT LABORATORIES	93,412	93,412
ABBVIE INC.	168,075	168,075
ABIOMED INC	19,187	19,187
ACADIA HEALTHCARE	18,844	18,844
ACCENTURE PLC	39,231	39,231
AIR PRODUCTS & CHEMICALS INC	125,468	125,468
ALCOA UPSTREAM CORPORATION	15,834	15,834
ALKERMES PLC	7,101	7,101
AMDOCS LTD ORD	14,530	14,530
AMEDISYS INC	11,371	11,371
AMERICAN TOWER CORPORATION	152,684	152,684
AMERICOLD REALTY TRUST	20,888	20,888
AMPHENOL CORP NEW CL A	80,883	80,883
ANALOG DEVICES INC	32,427	32,427
APPLE INC	419,306	419,306
APPLIED MATERIALS INC	75,068	75,068
ARAMARK HOLDINGS CORPORATION	12,856	12,856
ARES CAPITAL CORPORATION	116,858	116,858
ARMSTRONG WORLD INDUSTRIES	14,026	14,026
AT&T INC	131,989	131,989
AVALONBAY CMNTYS INC	77,752	77,752
BANDWIDTH INC	1,860	1,860
BANK OF AMERICA CORPORATION	69,573	69,573
BIO-TECHNE CORP	6,304	6,304
BLOOMIN' BRANDS INC.	12,739	12,739
BRINKS CO	12,162	12,162
BRISTOL-MYERS SQUIBB COMPANY	63,433	63,433
BROADCOM INC	140,749	140,749
C N X RESOURCES CORPORATION	13,606	13,606
C S X CORP	124,068	124,068
CACI INTL INC CL A	32,300	32,300
CACTUS INC CL A	5,593	5,593
CALLAWAY GOLF CO	13,499	13,499
CARDLYTICS, INC.	3,442	3,442
CHEVRON CORPORATION	97,839	97,839
CHEWY, INC	5,150	5,150
CIENA CORPORATION	11,670	11,670
CLARIVATE ANALYTICS PLC	26,024	26,024
CLEARWAY ENERGY INC	19,292	19,292
CME GROUP INC	90,566	90,566
COCA - COLA CO	120,951	120,951
COMCAST CORP CL A	74,912	74,912
CULLEN FROST BANKERS INC	12,216	12,216
CURTISS WRIGHT CORP	27,672	27,672
CVS HEALTH CORPORATION	149,188	149,188
DANAHER CORP	52,363	52,363
DEERE & CO	161,441	161,441
DENALI THERAPEUTICS INC.	24,626	24,626
DEXCOM INC.	5,590	5,590
DOLBY LABORATORIES INC CL -A	24,902	24,902
E Q T CORPORATION	15,774	15,774
EASTMAN CHEM CO	74,711	74,711
EATON CORP PLC	114,368	114,368
EMERSON ELECTRIC CO	119,340	119,340
ENERSYS COM	8,732	8,732
ENHABIT, INC.	4,482	4,482
ENOVIS CORP	5,065	5,065
EQUINIX, INC.	120,299	120,299
ESAB CORPORATION	4,109	4,109
ESSENT GROUP LTD	19,195	19,195
ESTEE LAUDER COMPANIES CLASS A	90,559	90,559
EURONET WORLDWIDE INC	35,553	35,553
EVENTBRITE, I NC.	6,683	6,683
EVERBRIDGE, INC.	33,375	33,375
EXELON CORP	155,002	155,002
EXPEDIA,INC.	11,292	11,292
EXXON MOBIL CORP	93,869	93,869
FIDELITY NATIONAL INFORMATION SERVICES, INC.	88,172	88,172
FIRST BANCORP PUERTO RICO	14,300	14,300
FLUOR CORP NEW	30,935	30,935
FRESHPET INC	6,530	6,530
GALLAGHER ARTHUR J & CO	116,568	116,568
GENUINE PARTS CO	134,637	134,637
GILEAD SCIENCES INC	43,160	43,160
GRAND CANYON EDUCATION INC	15,869	15,869
GREENBRIER COMPANIES INC	10,834	10,834
GROCERY OUTLET HOLDING CORP.	20,862	20,862
HASBRO INC	11,823	11,823
HEALTHSOUTH CORPORATION	26,228	26,228
HOME DEPOT INC	138,730	138,730
HONEYWELL INTL INC	50,556	50,556
HORIZON THERAPEUTICS PUBLIC LIMITED COMPANY	14,803	14,803
HUBSPOT, INC.	19,211	19,211
HUNTINGTON BANCSHARES INC	13,963	13,963
JOHNSON & JOHNSON	83,574	83,574
JP MORGAN CHASE & CO	91,894	91,894
K L A - TENCOR CORP	104,271	104,271
KORNIT DIGITAL LTD.	5,408	5,408
L P L FINANCIAL HOLDINGS, INC.	32,093	32,093
LILLY ELI & CO	132,240	132,240
LLIFE HEALTHCARE, INC	8,949	8,949
LOCKHEED MARTIN CORP	96,625	96,625
LULULEMON ATHLETICA INC	7,199	7,199
LYFT INC	6,039	6,039
MASTERCARD INC	216,030	216,030
MAXAR TECHNOL OGIES INC.	7,387	7,387
MAXIMUS INC	16,965	16,965
MC DONALD'S CORPORATION	175,587	175,587
MEDTRONIC, PLC ADR	49,939	49,939
METLIFE INC	107,431	107,431
MICRON TECHNOLOGY INC	41,267	41,267
MICROSOFT CORPORATION	432,471	432,471
MONDELEZ INTERNATIONAL	102,069	102,069
NATIONAL VISION HOLDINGS INC	12,627	12,627
NEUROCRINE BIOSCIENCES INC	33,272	33,272
NEWELL RUBBERMAID INC	7,676	7,676
NEWMONT MINING CORP	8,272	8,272
NEXTERA ENERGY INC	145,793	145,793
NEXTERA ENERGY PARTNERS LP	14,776	14,776
NIKE INC CLASS B STOCK	100,808	100,808
NORWEGIAN CRUISE LINE HOLDINGS LTD.	5,101	5,101
NUVASIVE INC COM	11,053	11,053
OLLIE'S BARGAIN OUTLET HOLDINGS, INC.	11,062	11,062
ORACLE CORP	50,422	50,422
P B F ENERGY INC.	50,215	50,215
P J T PARTNERS INC.	7,614	7,614
PAYA HOLDINGS INC.	6,646	6,646
PETCO HEALTH AND WELLNESS COMPANY, INC	2,387	2,387
PFIZER INC	119,543	119,543
PHILIP MORRIS INTERNATIONAL INC	131,872	131,872
PHYSICIANS REALTY TRUST	10,329	10,329
PIONEER NATURAL RESOURCES COMPANY	110,657	110,657
PLANET FITNESS, INC.	30,488	30,488
POWER INTEGRATIONS INC	4,292	4,292
PRIVIA HEALTH GROUP, INC.	66,051	66,051
PROLOGIS, INC.	118,907	118,907
QUALCOMM INC	107,271	107,271
QUANTA SVCS INC	39,564	39,564
R1 RCM INC	11,581	11,581
RAPID7, INC.	4,543	4,543
RAYTHEON TECHNOLOGIES CORP	87,955	87,955
REDFIN CORPORATION	1,392	1,392
REINSURANCE GROUP OF AMERICA INCORPORATED	8,775	8,775
REPLIGEN CORP	7,678	7,678
SAREPTA THERAPEUTICS, INC.	56,878	56,878
SEAGATE TECHNOLOGY HOLDINGS	56,715	56,715
SEMPRA ENERGY	152,762	152,762
SEMTECH CORP	5,543	5,543
SIX FLAGS ENTERTAINMENT CORP	5,759	5,759
SKECHERS U S A INC CL A	15,120	15,120
SKYWEST INC	17,458	17,458
SKYWORKS SOLUTIONS INC	7,884	7,884
SPECTRUM BRANDS HLDGS INC NEW	13,858	13,858
SQUARE, INC.	5,857	5,857
STARWOOD PROPERTY TRUST INC	78,191	78,191
SVB FINANCIAL GROUP COM	13,415	13,415
SYNOVUS FINANCIAL CORP.	8,434	8,434
TAIWAN SEMICONDUCTOR MFG CO LTD SPONSORED ADR	44,676	44,676
TAPESTRY INC.	2,778	2,778
TAYLOR MORRISON HOME CORP	12,053	12,053
TELADOC INC	2,951	2,951
TERMINIX GLOBAL HOLDINGS INC	8,104	8,104
TEXAS INSTRUMENTS INC	57,824	57,824
THE MOSAIC COMPANY	6,464	6,464
THE PROCTER & GAMBLE COMPANY	61,659	61,659
TRUIST FINL CORP	95,085	95,085
TWILIO INC.	7,932	7,932
ULTRAGENYX PHARMACEUTICAL INC.	6,486	6,486
UNITED THERAPEUTICS CORP DEL	10,651	10,651
UNITEDHEALTH GROUP INC	252,394	252,394
VALERO ENERGY CORP NEW	105,291	105,291
VERIZON COMMUNICATIONS INC	103,271	103,271
VIPER ENERGY PARTNERS LP	3,357	3,357
VISTRA CORP.	6,683	6,683
VOYA FINANCIAL INC	9,230	9,230
ZEBRA TECHNOLOGIES CORP CLASS A	9,954	9,954
ZENDESK, INC.	3,685	3,685

- TIN:

TY 2021 InvestmentsGovtObligationsSch

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

US Government Securities - End of Year Book Value:

2,044,779

US Government Securities - End of Year Fair Market Value:

2,044,779

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

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

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
BNY MELLON DIVERSIFIED EMERGING MARKETS FUND - CLASS Y	FMV	372,656	372,656
BNY MELLON DYNAMIC TOTAL RETURN FUND - CLASS Y	FMV	471,502	471,502
BNY MELLON GLOBAL REAL RETURN FUND - CLASS Y	FMV	867,795	867,795
BNY MELLON INTERNATIONAL STOCK FUND - CLASS Y	FMV	651,294	651,294
CHAMPLAIN MID CAP FUND	FMV	520,444	520,444
CRA (BNY MELLON, N.A., MEMBER FDIC)	FMV	348,406	348,406
CRA (BNY MELLON, N.A., MEMBER FDIC)	FMV	70,705	70,705
DFA EMERGING MARKETS CORE EQUITY FUNDS	FMV	258,600	258,600
FIDELITY INTERNATIONAL SMALL CAP FUND	FMV	198,229	198,229
FIRST UN NATL BK N C CHARLOTTE MEDIUM TERM SUB BK NTS DTD 2/22/1996 6.18% 2/	FMV	3,148	3,148
FUGIO FUND XI PE, LP	FMV	120,212	120,212
FUGIO FUND XI VC, LP	FMV	189,951	189,951
FUGIO FUND XII PE, LP	FMV	12,870	12,870
FUGIO FUND XII VC, LP	FMV	19,678	19,678
FULLER & THALER BEHAVIORAL SMALL CAP EQUITY FUND	FMV	689,651	689,651
G Q G PARTNERS EMERGING MARKETS EQUITY FUND	FMV	383,648	383,648
ISHARES CORE MSCI EAFE ETF	FMV	553,872	553,872
ISHARES LEHMAN 1-3 YEAR TREASURY BOND FUND	FMV	747,934	747,934
ISHARES MSCI EAFE SMALL CAP INDEX FUND	FMV	178,035	178,035
ISHARES TR S & P MIDCAP 400 INDEX FD	FMV	485,960	485,960
PACIFIC FUNDS FLOATING RATE INCOME	FMV	406,876	406,876
PRINCIPAL PREFERRED SECURITIES FUND	FMV	182,043	182,043
TCW EMERGING MARKETS INCOME FUND-I	FMV	531,278	531,278
VANGUARD SMALL-CAP VIPERS	FMV	702,306	702,306

- TIN:

TY 2021 OtherAssetsSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
INTEREST AND DIVIDENDS RECEIVABLE	39,311	37,845	37,845

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Description	Amount
UNREALIZED LOSS ON INVESTMENT	4,457,882

- TIN:

TY 2021 OtherExpensesSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Description	Revenue and Expenses per Books	Disbursements for Charitable Purposes
DUES AND SUBSCRIPTIONS	5,654	5,654
OFFICE EXPENSE	3,754	3,754
TELEPHONE	412	412
INSURANCE	2,687	0

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
INVESTMENT ADVISORY FEES	116,107	116,107		0
OTHER PROFESSIONAL FEES	2,602	0		2,602

- TIN:

TY 2021 TaxesSchedule

Name:

THE ALBERT M GREENFIELD FOUNDATION

EIN:

23-6050816

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAXES	18,000	0		0
PAYROLL TAXES	718	0		718