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 12-27-2021 , and ending 12-31-2021
Name of foundation
ACESO FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)642 N MADISON ST
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BLOOMINGTON, IN47404
A Employer identification number

87-4109956
B Telephone number (see instructions)

(929) 304-9812
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$80,543,682J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 80,622,620
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities...      
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10  
b Gross sales price for all assets on line 6a  
7 Capital gain net income (from Part IV, line 2)... 0
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........ 80,622,620 0  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 0 0   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 0 0   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 80,622,620
b Net investment income (if negative, enter -0-) 0
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 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.............   53,500,000 53,500,000
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment4,713,359 27,043,682
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis 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) 0 58,213,359 80,543,682
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...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 58,213,359
29 Total net assets or fund balances (see instructions)..... 0 58,213,359
30 Total liabilities and net assets/fund balances (see instructions). 0 58,213,359
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
0
2
Enter amount from Part I, line 27a .....................
2
80,622,620
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
80,622,620
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
22,409,261
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
58,213,359
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 0
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 0
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 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 0
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)
    bulletIN
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletVERA FLOCKE Telephone no.bullet (929) 304-9812

    Located atbullet642 N MADISON STBLOOMINGTONIN ZIP+4bullet47404
    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
    MARK VELDMAN PRESIDENT & TREASURER
    5.00     		0 0 0
    642 N MADISON ST
    BLOOMINGTON,IN47404
    NICOLE SCHONEMANN VICE PRESIDENT
    5.00     		0 0 0
    642 N MADISON ST
    BLOOMINGTON,IN47404
    VERA FLOCKE SECRETARY & EXECUTIVE DIRECTOR
    10.00     		0 0 0
    642 N MADISON ST
    BLOOMINGTON,IN47404
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    27,043,640
    b
    Average of monthly cash balances.......................
    1b
    53,500,041
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    80,543,681
    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
    80,543,681
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    1,208,155
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    79,335,526
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    54,345
    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
    54,345
    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
    0
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    54,345
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    54,345
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    54,345
    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 54,345
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 0
    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..... 0
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		54,345
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    MARK VELDMAN
    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
    Total .................................bullet 3a 0
    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 ............     		         
    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 0 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    0
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    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
    ACESO FOUNDATION INC
     
    Employer identification number

    87-4109956
    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
    ACESO FOUNDATION INC
          		Employer identification number
    87-4109956
    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
    MARK VELDMAN
    642 N MADISON ST
     
    BLOOMINGTON, IN47404

    		$ 80,622,620


    (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.)
    (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
    ACESO FOUNDATION INC
          		Employer identification number

    87-4109956
    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
    1
    		 PUBLICLY TRADED SECURITIES $ 27,122,620 2021-12-31
    (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
    ACESO FOUNDATION INC
          		Employer identification number

    87-4109956
    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


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ACESO FOUNDATION INC
    EIN:
    87-4109956
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AGILENT TECHNOLOGIES, INC. CMN 1,263 3,991
    APPLE INC. CMN 63,169 9,369,126
    ABB LTD SPONSORED ADR CMN 14,603 32,063
    ABBVIE INC CMN 31,954 79,886
    AMBEV S.A. SPONSORED ADR CMN 4,051 5,222
    ABBOTT LABORATORIES CMN 15,485 57,281
    ACCENTURE PLC CMN CLASS A 16,006 87,056
    ADOBE INC CMN 3,295 8,506
    ANALOG DEVICES, INC. CMN 10,448 43,591
    ARCHER-DANIELS-MIDLAND COMPANY CMN 3,877 8,111
    KONINKLIJKE AHOLD N.V. SPONSORED ADR CMN 2,123 4,044
    AEGON N V AMER REG ADR CMN 1,916 3,557
    AGNICO-EAGLE MINES LIMITED CMN 4,173 9,034
    ARTHUR J GALLAGHER & CO CMN 5,869 25,451
    ALCON, INC. CMN 13,619 24,481
    ALIGN TECHNOLOGY, INC CMN 1,540 6,572
    ALLY FINANCIAL INC. CMN 2,123 7,856
    AUTOLIV, INC. CMN 1,248 3,102
    ADVANCED MICRO DEVICES, INC. CMN 6,544 23,024
    AMGEN INC. CMN 10,721 24,747
    AMERICAN HOMES 4 RENT LLC CMN 3,890 8,068
    AMERIPRISE FINANCIAL, INC. CMN 4,051 15,083
    AMERICAN TOWER CORPORATION CMN 6,837 26,325
    AMERICA MOVIL SAB DE CV SPONSORED ADR CMN SERIES L 7,552 13,299
    AMAZON.COM INC CMN 14,329 166,717
    ANTHEM, INC. CMN 3,593 18,542
    AIR PRODUCTS & CHEMICALS INC CMN 7,861 12,170
    ALEXANDRIA REAL ESTATE EQUITIES, INC. 557 1,115
    ARGENX SE SPONSORED ADR CMN 3,637 5,253
    ASML HOLDING N.V. ADR CMN 21,644 206,996
    ACTIVISION BLIZZARD, INC CMN 4,875 5,988
    BROADCOM INC. CMN 3,925 29,943
    ASTRAZENECA PLC SPONS ADR SPONSORED ADR CMN 37,611 73,978
    BOEING COMPANY CMN 2,882 8,053
    BOOZ ALLEN HAMILTON HOLDING CORPORATION CMN 3,230 12,719
    BROOKFIELD ASSET MANAGEMENT IN CMN 15,263 38,945
    BLACKBERRY LTD CMN 965 2,244
    BANCO BRADESCO S.A. ADR CMN 665 988
    BANCO BILBAO VIZCAYA S A ADR SPONSORED ADR CMN USD0.3296 5,157 11,681
    BEST BUY CO INC CMN 2,852 5,080
    BARCLAYS PLC,AMER DEP SHS ADR CMN 14,787 34,259
    BECTON, DICKINSON AND COMPANY CMN 11,145 20,118
    BUNGE LIMITED ORD CMN 2,808 7,002
    BAUSCH HEALTH COS INC CMN 1,732 4,142
    BHP GROUP LTD SPONSORED ADR CMN 26,160 51,901
    BAIDU, INC. SPONSORED ADR CMN 2,726 4,464
    BAKER HUGHES CO CMN 1,067 1,925
    BLACKROCK, INC. CMN 14,393 54,934
    BANK OF MONTREAL CMN 22,252 42,549
    BRISTOL-MYERS SQUIBB COMPANY CMN 8,718 16,835
    BANK OF NOVA SCOTIA (THE) CMN 13,169 22,941
    BP P.L.C. SPONSORED ADR CMN 9,219 13,768
    BERKSHIRE HATHAWAY INC. CLASS B 80,854 471,592
    ANHEUSER-BUSCH INBEV SPONSORED ADR CMN 1,997 2,725
    BORGWARNER INC. CMN 46,051 180,280
    CITIGROUP INC. CMN 1,496 2,416
    CANON INC ADR SPONSORED ADR CMN 8,705 12,215
    CATERPILLAR INC (DELAWARE) CMN 13,208 41,348
    CROWN CASTLE INTL CORP CMN 9,975 24,005
    CDK GLOBAL INC CMN 1,075 2,004
    CF INDUSTRIES HOLDINGS, INC. CMN 2,368 7,078
    CITIZENS FINANCIAL GROUP, INC. CMN 9,729 26,696
    CULLEN FROST BANKERS INC CMN 8,424 22,693
    C.H. ROBINSON WORLDWIDE, INC. CMN 2,106 4,305
    CHUNGHWA TELECOM COMPANY LTD SPONSORED ADR CMN 6,718 9,497
    CHARTER COMMUNICATIONS, INC. CMN 580 2,608
    COMPANHIA ENERGETICA DE MINAS GERAIS NEW ADR PFD (NEW) 995 1,888
    CINCINNATI FINANCIAL CRP CMN 2,053 4,557
    CANADIAN IMPERIAL BANK OF COMMERCE CMN 17,939 35,551
    COMCAST CORPORATION CMN CLASS A VOTING 10,844 23,907
    CME GROUP INC. CMN CLASS A 4,981 18,277
    CHIPOTLE MEXICAN GRILL, INC. CMN 1,854 5,245
    CUMMINS INC COMMON STOCK 9,831 23,995
    CNH INDUSTRIAL N.V. CMN 5,705 19,916
    CANADIAN NATURAL RESOURCES CMN 31,133 81,778
    CONOCOPHILLIPS CMN 4,652 11,982
    CANADIAN PACIFIC RAILWAY LTD CMN 5,654 17,985
    CAMPBELL SOUP CO CMN 3,499 4,346
    CRH PLC SPON ADR ADR CMN 13,666 28,776
    CHARLES RIV LABS INTL INC CMN 601 1,884
    SALESFORCE INC CMN 1,954 3,812
    CISCO SYSTEMS, INC. CMN 51,513 420,460
    CSX CORPORATION CMN 1,191 5,640
    CORTEVA, INC. CMN 2,077 6,005
    CENOVUS ENERGY INC. CMN 6,058 21,429
    CVS HEALTH CORP CMN 1,107 2,063
    CHEVRON CORPORATION CMN 821 1,174
    CEMEX, S.A.B. DE C.V. SPONSORED ADR CMN 3,908 12,814
    DOMINION ENERGY INC CMN 5,220 7,070
    DEUTSCHE BANK AG CMN 9,199 16,313
    DIAGEO PLC SPON ADR (NEW) SPONSORED ADR CMN 35,054 70,445
    DISCOVER FINANCIAL SERVICES CMN 2,307 8,667
    QUEST DIAGNOSTICS INCORPORATED CMN 3,923 10,381
    D.R. HORTON, INC. CMN 3,397 11,387
    WALT DISNEY COMPANY (THE) CMN 9,097 14,715
    DOW INC. CMN 4,727 9,245
    DARDEN RESTAURANTS, INC. CMN 6,195 22,596
    ISHARES MSCI KLD 400 SOCIAL INDEX FD-ETF 841,602 3,188,692
    DUKE ENERGY CORPORATION CMN 16,518 23,078
    DXC TECHNOLOGY COMPANY CMN 2,510 6,052
    DEXCOM, INC. CMN 2,252 5,370
    ENI S.P.A SPON ADR SPONSORED ADR CMN 16,502 32,765
    EBAY INC. CMN 58,130 266,000
    ECOPETROL S.A. SPONSORED ADR CMN 4,604 6,896
    ISHARES MSCI EMERGING MKTS ETF 304,191 429,392
    ENBRIDGE INC. CMN 9,251 12,506
    EOG RESOURCES INC CMN 2,218 6,218
    EQUINIX, INC. REIT 4,228 10,150
    EQT CORPORATION CMN 354 1,505
    ERICSSON AMERICAN ADR CMN CLASS B 7,284 15,707
    EATON CORP PLC CMN 11,561 49,254
    ENTERGY CORPORATION CMN 4,093 9,012
    DIAMONDBACK ENERGY INC CMN 614 2,157
    META PLATFORMS INC CMN CLASS A 23,380 104,269
    FEDEX CORPORATION CMN 33,615 129,320
    FOOT LOCKER, INC. CMN 5,243 10,908
    FOMENTO ECONOMICO MEXICANO SAB DE C.V. NEW SPONS 3,210 4,663
    FIDELITY NATIONAL FINANCIAL, I CMN 721 1,565
    FRANCO-NEVADA CORPORATION CMN 6,131 13,138
    CGI INC. CMN 4,868 11,505
    GILEAD SCIENCES CMN 6,974 8,713
    GENERAL MILLS INC CMN 5,265 9,433
    GENMAB A/S SPONSORED ADR CMN 5,833 7,714
    BARRICK GOLD CORPORATION CMN 5,665 13,319
    ALPHABET INC. CMN CLASS A 21,881 141,869
    GENUINE PARTS CO. CMN 4,849 11,216
    GARMIN LTD CMN 4,483 16,340
    GLAXOSMITHKLINE PLC SPONSORED ADR CMN 16,297 19,845
    HALLIBURTON COMPANY CMN 672 2,401
    HASBRO, INC. CMN 1,066 2,036
    HUNTINGTON BANCSHARES INCORPOR CMN 551 1,157
    HCA HEALTHCARE, INC CMN 5,712 17,984
    THE HOME DEPOT, INC. CMN 15,922 87,152
    HESS CORPORATION CMN 967 2,221
    HARTFORD FINANCIAL SRVCS GROUP CMN 331 690
    HONEYWELL INTL INC CMN 8,567 13,553
    HP INC. CMN 296 1,507
    HSBC HOLDINGS PLC SPONSORED ADR CMN 44,780 62,863
    HUNTSMAN CORPORATION CMN 2,148 8,022
    INTL BUSINESS MACHINES CORP CMN 74,492 169,748
    INTERCONTINENTAL HOTELS GROUP SPONSORED ADR CMN 6,113 9,129
    IMPERIAL OIL LIMITED CMN 10,446 30,866
    ING GROEP N.V. SPONS ADR SPONSORED ADR CMN 27,752 74,959
    INTEL CORPORATION CMN 14,403 35,020
    INTERNATIONAL PAPER CO. CMN 20,554 28,188
    INTERPUBLIC GROUP COS CMN 10,458 23,968
    IQVIA HOLDINGS INC CMN 33,474 328,975
    INVESCO LTD. CMN 16,936 41,896
    ORIX CORPORATION SPONS ADR SPONSORED ADR CMN 2,622 4,580
    JOHNSON & JOHNSON CMN 20,114 39,346
    JPMORGAN CHASE & CO CMN 21,744 79,175
    KB FINANCIAL GROUP INC. SPONSORED ADR 8,520 13,386
    KINROSS GOLD CORPORATION CMN 1,726 6,188
    THE KRAFT HEINZ CO CMN 10,693 13,822
    KIMBERLY-CLARK CORPORATION CMN 1,827 2,858
    KINDER MORGAN INC CMN CLASS P 2,800 3,648
    COCA-COLA COMPANY (THE) CMN 17,266 25,756
    LAMAR ADVERTISING COMPANY CMN CLASS A 898 2,426
    LEIDOS HLDGS INC CMN 969 8,001
    LINDE PLC CMN 4,913 10,393
    ELI LILLY & CO CMN 15,074 74,027
    LOCKHEED MARTIN CORPORATION CMN 11,363 45,848
    LOGITECH INTERNATIONAL S.A. ORD CMN 3,793 8,248
    LOWES COMPANIES INC CMN 5,007 19,386
    LAM RESEARCH CORPORATION CMN 4,387 14,383
    LULULEMON ATHLETICA INC. CMN 1,600 14,092
    LAMB WESTON HOLDINGS, INC. CMN 828 2,535
    LYONDELLBASELL INDUSTRIES N.V. CMN CLASS A 934 1,845
    LLOYDS BANKING GROUP PLC SPONSORED ADR CMN 12,370 22,440
    MASTERCARD INCORPORATED CMN CLASS A 10,866 23,356
    MC DONALDS CORP CMN 15,491 44,232
    MERCURY GENERAL CORPORATION CMN 13,474 16,714
    MERCADOLIBRE, INC. CMN 790 6,742
    METLIFE, INC. CMN 2,130 4,999
    MANULIFE FINANCIAL CORP CMN 5,801 8,391
    MAGNA INTERNATIONAL INC. CMN 5,713 12,546
    3M COMPANY CMN 22,875 30,197
    ALTRIA GROUP, INC. CMN 17,221 22,984
    MARATHON PETROLEUM CORPORATION CMN 2,218 4,799
    MEDICAL PROPERTIES TRUST INC CMN 648 1,063
    MERCK & CO., INC. CMN 21,651 40,619
    MORGAN STANLEY CMN 1,103 7,853
    MICROSOFT CORPORATION CMN 200,656 3,746,605
    ARCELORMITTAL SA CMN 6,676 22,918
    MGIC INVESTMENT CORP COMMON STOCK 1,142 2,884
    MICRON TECHNOLOGY, INC. CMN 3,766 9,315
    MITSUBISHI UFJ FINL GROUP, INC SPONSORED ADR CMN 13,108 19,110
    NEXTERA ENERGY, INC. CMN 1,409 2,334
    NEWMONT CORP CMN 2,274 5,892
    NETFLIX, INC. CMN 6,144 24,098
    NATIONAL GRID PLC SPONSORED ADR CMN 18,234 25,674
    NIDEC CORPORATION SPONSORED ADR 3,283 11,447
    NIKE CLASS-B CMN CLASS B 8,723 23,334
    NORTONLIFELOCK IN CMN 918 1,299
    NOMURA HOLDINGS, INC. SPONSORED ADR CMN 3,514 4,438
    NORTHROP GRUMMAN CORP CMN 3,602 11,612
    NOKIA CORPORATION SPONSORED ADR CMN 4,814 9,641
    NOV INC. CMN 413 610
    NORFOLK SOUTHERN CORP CMN 3,511 7,443
    NESTLE SA SPONSORED ADR (REP 1/20 CHF 10 REGD SHS) 1,205 2,518
    NUTRIEN LTD. CMN 6,524 14,664
    NIPPON TELEG & TEL SPON ADR SPONSORED ADR CMN 15,128 26,807
    NVIDIA CORPORATION CMN 16,299 76,469
    NOVO-NORDISK A/S ADR ADR CMN 31,680 105,056
    NOVARTIS AG-ADR SPONSORED ADR CMN 86,274 114,498
    NATWEST GROUP PLC ADR CMN 3,199 6,171
    NEXSTAR MEDIA GROUP INC CMN 1,104 3,020
    REALTY INCOME CORPORATION CMN 336 787
    OGE ENERGY CORP (HOLDING CO) CMN 16,479 21,109
    ORGANON & CO CMN 1,069 1,614
    OKTA, INC. CMN CLASS A 586 2,242
    OLIN CORPORATION CMN 4,198 25,309
    ORACLE CORPORATION CMN 38,540 348,840
    OLD REPUBLIC INTL CORP CMN 7,101 17,083
    OCCIDENTAL PETROLEUM CORP CMN 1,010 2,899
    PENSKE AUTOMOTIVE GROUP, INC. CMN 1,708 7,505
    PARAMOUNT GLOBAL CMN CLASS B 3,359 7,998
    PAYCHEX, INC. CMN 21,294 70,980
    PEMBINA PIPELINE CORPORATION CMN 11,125 18,350
    PETROLEO BRASILEIRO S.A. SPON ADR 10,762 33,658
    PUBLIC-SVC ENTERPRISE GROUP HOLDING CO 421 667
    PEPSICO, INC. CMN 14,386 31,268
    PFIZER INC. CMN 19,139 51,669
    PRINCIPAL FINANCIAL GROUP, INC CMN 4,442 7,956
    PROCTER & GAMBLE COMPANY (THE) CMN 29,495 67,886
    KONINKLIJKE PHILIPS N.V. ADR CMN 7,037 10,871
    PACKAGING CORP OF AMERICA COMMON STOCK 6,919 20,423
    POSCO HOLDINGS INC SPONSORED ADR CMN 5,604 8,161
    PROLOGIS INC CMN 7,184 15,994
    PHILIP MORRIS INTL INC CMN 6,300 9,025
    PNC FINANCIAL SERVICES GROUP, CMN 1,803 6,016
    PRUDENTIAL FINANCIAL INC CMN 20,319 34,096
    PUBLIC STORAGE CMN 2,271 5,618
    PEARSON PLC SPON ADR SPONSORED ADR CMN 4,200 5,922
    PHILLIPS 66 CMN 2,606 3,623
    PRUDENTIAL CORP (ADR) ADR CMN 936 1,205
    PIONEER NATURAL RESOURCES CO CMN 1,282 3,638
    PAYPAL HOLDINGS, INC. CMN 89,894 754,320
    QUALCOMM INC CMN 10,086 38,403
    QIAGEN N.V. CMN 674 1,112
    RESTAURANT BRANDS INTERNATIONA CMN 2,925 5,461
    RYDER SYSTEM INC CMN 3,169 6,182
    FERRARI N.V. CMN 3,849 10,353
    ROGERS COMMUNICATIONS INC CMN CLASS B 11,659 15,480
    RELX PLC SPONSORED ADR CMN 11,819 22,697
    REGIONS FINANCIAL CORPORATION CMN 5,186 15,260
    RIO TINTO PLC SPONSORED ADR 16,594 44,180
    RESMED INC. CMN 2,143 3,907
    ROKU, INC. CMN 1,145 3,423
    REPUBLIC SERVICES INC CMN 2,688 11,156
    RAYTHEON TECHNOLOGIES CORPORAT CMN 3,634 8,004
    ROYAL BANK OF CANADA CMN 48,171 92,873
    BANCO SANTANDER, S.A. SPON ADR 12,836 23,201
    SAP SE (SPON ADR) 36,239 76,360
    SBA COMMUNICATIONS CORPORATION CMN 5,634 13,616
    STARBUCKS CORP. CMN 2,480 9,358
    SHINHAN FINANCIAL GROUP CO. LT SPONSORED ADR CMN 4,072 5,409
    SHOPIFY INC. CMN CLASS A 24,598 67,492
    SCHLUMBERGER LTD CMN 2,337 4,942
    SUN LIFE FINANCIAL INC. CMN 20,910 38,705
    SYLVAMO CORPORATION CMN 1,158 1,506
    SUMITOMO MITSUI FINANCIAL GRP SPONSORED ADR CMN 16,342 21,864
    CHINA PETROLEUM & CHEMICAL COR SPONSORED 4,895 5,814
    SANOFI SPONSORED ADR CMN 49,892 64,128
    THE SOUTHERN CO. CMN 23,884 33,604
    SONY GROUP CORPORATION SPONSORED ADR CMN 16,842 96,696
    S&P GLOBAL INC. CMN 1,655 9,439
    BLOCK, INC. CMN CLASS A 1,134 4,038
    SOCIEDAD QUIMICA MINERAL DE CHILE S A SPON ADR REPSTG SER B SHS 2,314 8,573
    SEMPRA ENERGY CMN 11,110 14,551
    STELLANTIS NV CMN 8,777 24,576
    STMICROELECTRONICS NV ADR CMN 5,270 30,306
    SEAGATE TECHNOLOGY HOLDIN PLC CMN 719 3,389
    SUNCOR ENERGY INC. CMN 19,908 41,675
    STANLEY BLACK & DECKER, INC. CMN 1,333 3,772
    STRYKER CORPORATION CMN 12,475 21,394
    SYSCO CORPORATION CMN 4,481 9,426
    TORONTO DOMINION BANK CMN 43,775 86,648
    ATLASSIAN CORPORATION PLC CMN CLASS A 640 1,906
    TECK RESOURCES LIMITED CMN CLASS B 4,054 31,270
    TELEFONICA S.A. ADR SPONSORED ADR CMN 7,059 8,624
    TE CONNECTIVITY LTD CMN 2,368 7,260
    TRUIST FINANCIAL CORPORATION CMN 10,149 19,907
    TFS FINANCIAL CORPORATION CMN 1,475 1,787
    TARGET CORPORATION CMN 4,713 20,830
    TOYOTA MOTOR CORPORATION SPON ADR 72,395 128,413
    THERMO FISHER SCIENTIFIC INC CMN 1,392 3,336
    THOMSON REUTERS CORPORATION CMN DTC CUSIP 15,921 50,839
    TC ENERGY CORP CMN 9,327 13,962
    TESLA, INC. CMN 22,420 57,066
    TAIWAN SEMICONDUCTOR MFG ADS LTD ADS 1ADS EQUALS 5ORDS 50,288 220,167
    TRADE DESK, INC. (THE) CMN 3,397 18,328
    TOTALENERGIES SE SPONSORED ADR CMN 24,394 40,063
    GRUPO TELEVISA, S.A. GDS REP 5 CPO'S REP 1 L SHARE, 1 A SHARE AND 1 D SHARE 2,653 3,889
    TWILIO INC. CMN CLASS A 412 1,317
    TEXAS INSTRUMENTS INC. CMN 61,674 406,153
    UBS GROUP AG CMN 19,476 36,634
    UNILEVER PLC (NEW) SPONSORED ADR CMN 45,251 59,707
    UNITEDHEALTH GROUP INCORPORATE CMN 10,874 75,321
    UNUM GROUP CMN 831 1,597
    UNION PACIFIC CORP. CMN 9,191 27,712
    UNITED PARCEL SERVICE, INC. CLASS B COMMON STOCK 8,002 21,434
    VISA INC. CMN CLASS A 4,177 17,337
    VALE S.A. ADR 8,871 17,385
    VIRTU FINANCIAL, INC. CMN CLASS A 1,891 3,027
    VALERO ENERGY CORPORATION CMN 2,178 3,756
    VERIZON COMMUNICATIONS, INC. CMN 2,797 3,637
    WALGREENS BOOTS ALLIANCE, INC. CMN 1,764 3,130
    WEBSTER FINANCIAL CORP CMN 1,784 4,746
    WASTE CONNECTIONS, INC. CMN 2,684 4,769
    THE WILLIAMS COMPANIES, INC. CMN 2,569 3,776
    WALMART INC CMN 11,181 27,491
    WHEATON PRECIOUS METALS CORP CMN 1,067 2,361
    WPP PLC ADR CMN 4,355 8,311
    WESTROCK COMPANY CMN 12,717 23,289
    WATSCO INC. CMN 5,506 12,515
    XPERI HOLDING COR CMN 3,527 8,283
    YANDEX N.V. CMN 815 1,815
    ZILLOW GROUP, INC. CMN SERIES C 1,850 3,831
    IHS MARKIT LTD CMN 5,720 13,957
    KIRKLAND LAKE GOLD LTD. CMN 908 1,259
    WESTPAC BANKING CORP ADS REPRESENTING 5 ORD SHARES 8,545 11,411
    SHELL PLC SPONSORED ADR CMN SERIES B 8,913 13,743
    BHP GROUP PLC SPONSORED ADR CMN 2,618 7,770
    WESTPAC BANKING CORP ADS REPRESENTING 5 ORD SHARES 5,566 6,939
    BHP GROUP PLC SPONSORED ADR CMN 10,576 26,000
    SHELL PLC SPONSORED ADR CMN SERIES B 20,791 35,785

    TY 2021 OtherDecreasesSchedule
    Name:
    ACESO FOUNDATION INC
    EIN:
    87-4109956
    Description Amount
    ADJUSTED DONATED STOCK TO DONOR BASIS 22,409,261


    TY 2021 SubstantialContributorsSch
    Name:
    ACESO FOUNDATION INC
    EIN:
    87-4109956
    Name Address
    MARK VELDMAN 642 N MADISON ST
    BLOOMINGTON,IN47404