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 07-01-2021 , and ending 06-30-2022
Name of foundation
Claude W & Dolly Ahrens Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)PO Box 284
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Grinnell, IA50112
A Employer identification number

39-1906775
B Telephone number (see instructions)

(641) 236-5518
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$9,955,984J 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) 348,316
2 Check bullet.............
3 Interest on savings and temporary cash investments 10 10  
4 Dividends and interest from securities... 78,890 78,890  
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)... 703,133
8 Net short-term capital gain......... 61,436
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule)..... 0  
11 Other income (attach schedule)....... Click to see attachment 205,631   205,631
12 Total. Add lines 1 through 11........ 632,847 782,033 267,067
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 353,346 15,600   337,746
14 Other employee salaries and wages...... 377,927     377,927
15 Pension plans, employee benefits....... 55,080     55,080
16a Legal fees (attach schedule)......... Click to see attachment 188     188
b Accounting fees (attach schedule)....... Click to see attachment 5,965     1,050
c Other professional fees (attach schedule).... Click to see attachment 132,639 128,554   4,085
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 46,940     46,940
19 Depreciation (attach schedule) and depletion... 0    
20 Occupancy.............. 66,283     66,283
21 Travel, conferences, and meetings....... 13,090     13,090
22 Printing and publications.......... 10,962     10,962
23 Other expenses (attach schedule)....... Click to see attachment 479,072     479,072
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,541,492 144,154   1,392,423
25 Contributions, gifts, grants paid....... 548,810 0
26 Total expenses and disbursements. Add lines 24 and 25 2,090,302 144,154   1,392,423
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -1,457,455
b Net investment income (if negative, enter -0-) 637,879
c Adjusted net income (if negative, enter -0-)... 267,067
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............. -20,547 -56,087 -56,087
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet13,019
Less: allowance for doubtful accounts bullet   10,196 13,019 13,019
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet   3,500 0 0
5 Grants receivable................. 6,362 0 0
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....   0  
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet     0  
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 5,250 0 5,250
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,491,443 Click to see attachment7,156,400 9,843,802
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 150,000 Click to see attachment150,000 150,000
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet     0  
15 Other assets (describe bullet) 0 0 0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,646,204 7,263,332 9,955,984
Liabilities 17 Accounts payable and accrued expenses.......... 153,887 47,035
18 Grants payable................. 27,750 41,750
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons   0
21 Mortgages and other notes payable (attach schedule)......   0
22 Other liabilities (describe bullet) 0 384,000
23 Total liabilities (add lines 17 through 22)......... 181,637 472,785
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........... 7,464,567 6,790,547
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,464,567 6,790,547
30 Total liabilities and net assets/fund balances (see instructions). 7,646,204 7,263,332
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,464,567
2
Enter amount from Part I, line 27a .....................
2
-1,457,455
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
783,435
4
Add lines 1, 2, and 3 ..........................
4
6,790,547
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,790,547
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a 15667 Sharecare Inc CL A CL A P 2021-07-07 2021-07-09
b 1285.96 MFO Longleaf Partners FDS TR SH BEN INT P 2020-12-29 2021-08-26
c 24.28 MFO Longleaf Partners FDS TR INTL FD P 2020-12-29 2021-08-26
d 975 Activision Blizzard INC COM STK P 2021-10-27 2021-11-16
e .25 Appolo Global Management INC COM USD P 2021-04-26 2022-01-03
500 Intel Corp P 2021-02-24 2022-02-10
109 Willis Towers Watson PLC COM USD P 2021-03-03 2022-02-10
108 Willis Towers Watson PLC COM USD P 2021-03-18 2022-02-16
89 Willis Towers Watson PLC COM USD P 2021-03-18 2022-03-03
700 General Motors Co COM P 2021-05-07 2022-03-14
750 General Motors Co COM P 2021-09-29 2022-04-06
10 Alphabet Inc. CAP STL P 2011-04-28 2021-07-08
75 Eli Lilly & Co. P 2015-04-23 2021-07-29
75 AOM PLC P 2013-04-26 2021-07-29
.25 General Electric Co Com P 2018-11-01 2021-08-02
92 Berkshire Hthaway Inc. - CL - B P 2020-01-24 2021-08-05
93 Berkshire Hthaway Inc. - CL - B P 2020-01-27 2021-08-12
54 Berkshire Hthaway Inc. - CL - B P 2020-01-27 2021-08-17
2498.81 MFO Longleaf Partners FDS TR SH BEN INT P 2019-12-27 2021-08-26
500.55 MFO Longleaf Partners FDS TR Intl FD P 2019-12-27 2021-08-26
75 Blackstone Inc Com P 2019-07-01 2021-09-14
150 L3Harris Technologies Inc. Com P 2018-10-24 2021-09-16
50 Union Pac Corp P 2019-01-08 2021-09-16
75 Blackstone Inc. Com P 2019-07-01 2021-09-29
150 L3Harris Technologies Inc. Com P 2018-10-24 2021-09-29
AON PLC P 2013-04-26 2021-09-29
90 Berkshire Hathaway Inc. - CL B P 2020-01-29 2021-10-22
50 Apple Computr Inc. P 2018-11-05 2021-10-27
150 Mondelez INTL Inc. Com P 2016-02-04 2021-10-27
625 Wells Fargo & Co New P 2018-12-17 2021-11-08
531 Wells Fargo & Co New P 2019-03-29 2021-11-22
12 Wells Fargo & Co New P 2018-12-17 2021-11-22
97 AON PLC P 2010-07-16 2021-11-24
87 AON PLC P 2010-07-16 2021-12-06
6 Alphabet Inc. Cap Stk P 2012-01-20 2021-12-08
3 Amazon Com Inc. P 2014-12-16 2021-12-08
12 Elevance Health,Inc. P 2020-02-07 2021-12-08
91 Citigoup Inc. Com New P 2014-04-21 2021-12-08
135 Comcast Corp CL A P 2018-03-22 2021-12-08
17 Walt Disney Co P 2020-03-13 2021-12-08
80 Dish Network Corp CL A Com Stk P 2020-07-13 2021-12-08
650 Dominion Res Inc. VA New P 2020-03-23 2021-12-08
34 Meta Platforms Inc. P 2018-09-10 2021-12-08
67 General Electric Co Com USD P 2019-03-07 2021-12-08
54 General Mtrs Co Com P 2017-07-05 2021-12-08
18 Goldman Sachs Group Inc. P 2018-10-15 2021-12-08
35 Hilton Worldwide Holdgs Inc. Com New P 2018-10-29 2021-12-08
46 Liberty Broadband Corp Com Ser C P 2018-04-04 2021-12-08
100 Eli Lilly & Co P 2016-11-23 2021-12-08
44 Marriott Intl Inc. New Cl A P 2016-10-04 2021-12-08
47 Microsoft Corp Com P 2006-06-12 2021-12-08
69 Morgan Stanley Dean Witter & Co New P 2012-12-20 2021-12-08
12 Netflix Inc. Com Stk P 2019-10-16 2021-12-08
800 Peloton Interactive Inc. Com USD P 2020-01-08 2021-12-08
14 United Health Group Inc. P 2020-01-08 2021-12-08
97 Wells Fargo & Co New P 2019-03-29 2021-12-08
21 AON PlC P 2010-07-16 2021-12-08
63 Aercap Holdings N.Y. Euro P 2018-01-12 2021-12-08
50 L3Harris Technologies Inc. Com P 2019-03-01 2021-12-17
520 Wells Fargo & Co. New P 2020-07-21 2022-01-21
230 Wells Fargo & Co. New P 2020-07-21 2021-12-21
43 AON PLC P 2010-07-16 2021-12-23
75 L3Harris Technologies Inc. Com P 2019-03-01 2022-01-04
25 Thermo Electron Corp P 2020-03-16 2022-01-04
50 AON PLC P 2013-04-26 2022-01-04
87 Hilton Worldwide Hldgs Inc. Com New P 2018-10-29 2022-01-13
216 Wells Fargo & Co. New P 2020-07-21 2022-01-21
50 L3Harris Technologies Inc. Com P 2019-05-08 2022-02-02
4 Alphabet Inc. Cap Stk USD CL C P 2012-01-20 2022-02-04
233 Wells Fargo & Co New P 2020-07-21 2022-02-04
550 D R HOrtonInc. P 2015-05-04 2022-02-10
25 Eli Lilly & Co. P 2016-11-23 2022-03-04
105 Snowflake Inc. Cl A ClA P 2021-03-05 2022-03-14
50 Eli Lilly & Co. P 2016-11-23 2022-03-17
50 Eli Lilly & Co. P 2016-11-23 2022-04-01
75 Eli Lilly & Co. P 2016-11-23 2022-04-08
9 Alphabet Inc. Cap Stk USD P 2012-01-20 2022-04-21
21 Elevance Health, inc. P 2020-02-07 2022-04-21
80 Microsoft Corp Com P 2006-06-12 2022-04-21
4 Microsoft Corp Com P 2006-06-12 2022-04-21
9 Alphabet Inc. Cap Stk USD P 2015-06-11 2022-04-22
33 AON PLC P 2020-03-12 2022-04-25
41 Elevance Health, Inc. P 2020-02-07 2022-04-27
4 Elevance Health, Inc. P 2020-02-07 2022-04-29
20 Elevance Health, Inc. P 2020-02-07 2022-05-12
272 General Mtrs Co Com P 2017-07-05 2022-05-12
68 AOn PCLC P 2020-03-12 2022-05-13
19 Elevance Health, Inc. P 2020-04-28 2022-05-19
285 General Mtrs Co Com P 2017-07-06 2022-05-17
23 Elevance Health, Inc. P 2020-04-28 2022-05-19
75 Apple Computer P 2018-11-05 2022-05-20
100 Union Pac Corp Com P 2019-01-08 2022-05-20
50 Apple Computer Inc. P 2019-01-30 2022-06-21
200 Amazon Com Inc. P 2020-02-19 2022-06-22
125 Apple Computer P 2019-01-30 2022-06-22
75 Walt Disney Co. P 2019-07-09 2022-06-22
75 Union Pac Corp Com P 2019-01-08 2022-06-22
7 Alphabet Inc. Cap Stk USD P 2015-06-11 2022-06-23
6 Elevance Health,Inc. P 2020-04-28 2022-06-23
4 Alphabet Inc. Cap Stk USD P 2015-06-11 2022-06-23
4 Elevance Health, Inc. P 2020-04-28 2022-06-24
16 Elevance Health, Inc. P 2020-04-28 2022-06-24
6 Elevance Health, Inc. P 2020-04-28 2022-06-27
9 Elevance Health, Inc. P 2020-04-28 2022-06-27
       
       
(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 156,666 0 54,936 101,730
b 33,512 0 28,081 5,431
c 434 0 420 14
d 64,763 0 79,240 -14,477
e 16 0 13 3
24,634 0 31,207 -6,573
24,671 0 24,542 129
24,093 0 24,261 -168
20,020 0 19,683 337
28,442 0 41,743 -13,301
30,032 0 41,721 -11,689
25,844 0 2,674 23,170
25,186 0 19,094 6,092
26,667 0 2,776 23,891
18,354 0 5,333 13,021
19,738 0 4,444 15,294
26 0 20 6
25,720 0 20,575 5,145
26,917 0 21,002 5,915
15,606 0 12,029 3,577
65,119 0 57,300 7,819
89,315 0 70,767 18,548
9,824 0 3,295 6,529
34,745 0 25,342 9,403
10,192 0 7,571 2,621
8,946 0 3,295 5,651
5,592 0 4,085 1,507
7,280 0 1,481 5,799
25,955 0 20,247 5,708
7,466 0 2,515 4,951
9,076 0 5,681 3,395
31,793 0 32,905 -1,112
26,682 0 25,151 1,531
605 0 561 44
28,769 0 3,521 25,248
25,856 0 3,158 22,698
17,773 0 1,754 16,019
10,550 0 892 9,658
4,976 0 3,361 1,615
5,704 0 4,356 1,348
6,622 0 4,538 2,084
2,597 0 1,653 944
2,581 0 2,574 7
49,089 0 47,977 1,112
11,232 0 5,570 5,662
6,577 0 5,219 1,358
3,281 0 1,893 1,388
7,163 0 3,883 3,280
5,053 0 2,416 2,637
7,183 0 3,818 3,365
23,972 0 6,864 17,108
6,948 0 2,953 3,995
15,644 0 1,028 14,616
7,036 0 1,329 5,707
7,553 0 3,386 4,167
34,700 0 22,939 11,761
6,532 0 624 5,908
4,806 0 4,674 132
6,320 0 762 5,558
3,862 0 3,419 443
10,482 0 8,163 2,319
25,107 0 17,551 7,556
10,984 0 6,741 4,243
12,602 0 1,561 11,041
16,115 0 12,233 3,882
15,335 0 7,076 8,259
14,654 0 2,963 11,691
13,102 0 5,997 7,105
11,720 0 5,614 6,106
10,515 0 8,980 1,535
11,403 0 1,169 10,234
13,200 0 6,056 7,144
47,110 0 14,332 32,778
6,544 0 1,696 4,848
17,394 0 34,361 -16,967
14,185 0 3,391 10,794
14,547 0 3,391 11,156
23,324 0 5,087 18,237
22,735 0 2,631 20,104
11,130 0 5,881 5,249
22,731 0 1,750 20,981
1,138 0 88 1,050
22,021 0 3,115 18,906
10,516 0 2,707 7,809
20,731 0 11,449 9,282
2,023 0 1,116 907
9,614 0 5,579 4,035
9,646 0 9,534 112
19,098 0 11,799 7,299
9,435 0 5,300 4,135
10,806 0 9,984 822
11,016 0 6,211 4,805
10,238 0 3,772 6,466
21,374 0 15,142 6,232
6,801 0 2,274 4,527
21,955 0 21,701 254
17,047 0 5,083 11,964
7,047 0 10,533 -3,486
15,776 0 11,356 4,420
15,699 0 3,742 11,957
2,824 0 1,618 1,206
9,374 0 2,138 7,236
1,876 0 1,079 797
7,519 0 4,314 3,205
2,866 0 1,618 1,248
4,318 0 2,427 1,891
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 0 0 0 101,730
b 0 0 0 5,431
c 0 0 0 14
d 0 0 0 -14,477
e 0 0 0 3
0 0 0 -6,573
0 0 0 129
0 0 0 -168
0 0 0 337
0 0 0 -13,301
0 0 0 -11,689
0 0 0 23,170
0 0 0 6,092
0 0 0 23,891
0 0 0 13,021
0 0 0 15,294
0 0 0 6
0 0 0 5,145
0 0 0 5,915
0 0 0 3,577
0 0 0 7,819
0 0 0 18,548
0 0 0 6,529
0 0 0 9,403
0 0 0 2,621
0 0 0 5,651
0 0 0 1,507
0 0 0 5,799
0 0 0 5,708
0 0 0 4,951
0 0 0 3,395
0 0 0 -1,112
0 0 0 1,531
0 0 0 44
0 0 0 25,248
0 0 0 22,698
0 0 0 16,019
0 0 0 9,658
0 0 0 1,615
0 0 0 1,348
0 0 0 2,084
0 0 0 944
0 0 0 7
0 0 0 1,112
0 0 0 5,662
0 0 0 1,358
0 0 0 1,388
0 0 0 3,280
0 0 0 2,637
0 0 0 3,365
0 0 0 17,108
0 0 0 3,995
0 0 0 14,616
0 0 0 5,707
0 0 0 4,167
0 0 0 11,761
0 0 0 5,908
0 0 0 132
0 0 0 5,558
0 0 0 443
0 0 0 2,319
0 0 0 7,556
0 0 0 4,243
0 0 0 11,041
0 0 0 3,882
0 0 0 8,259
0 0 0 11,691
0 0 0 7,105
0 0 0 6,106
0 0 0 1,535
0 0 0 10,234
0 0 0 7,144
0 0 0 32,778
0 0 0 4,848
0 0 0 -16,967
0 0 0 10,794
0 0 0 11,156
0 0 0 18,237
0 0 0 20,104
0 0 0 5,249
0 0 0 20,981
0 0 0 1,050
0 0 0 18,906
0 0 0 7,809
0 0 0 9,282
0 0 0 907
0 0 0 4,035
0 0 0 112
0 0 0 7,299
0 0 0 4,135
0 0 0 822
0 0 0 4,805
0 0 0 6,466
0 0 0 6,232
0 0 0 4,527
0 0 0 254
0 0 0 11,964
0 0 0 -3,486
0 0 0 4,420
0 0 0 11,957
0 0 0 1,206
0 0 0 7,236
0 0 0 797
0 0 0 3,205
0 0 0 1,248
0 0 0 1,891
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 2 703,133
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 61,436
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 8,867
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 8,867
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 0 7 0
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 303
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 9,170
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 taxBullet0 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
Yes
 
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)
    bulletIA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
    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 addressbulletahrensfamilyfoundation.org
    14
    The books are in care ofbulletClaude W & Dolly Ahrens Foundation Telephone no.bullet (641) 236-5518

    Located atbullet1510 Penrose StreetGrinnellIA ZIP+4bullet50112
    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)
    Yes
     
    (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)
    Yes
     
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
     
    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
    Chad Ahrens Vice President
    2.00     		0 0 0
    PO Box 284
    Grinnell,IA50112
    David Clay Inevstment Chair, Director
    10.00     		0 0 0
    PO Box 284
    Grinnell,IA50112
    Susan Witt Director
    2.00     		0 0 0
    PO Box 284
    Grinnell,IA50112
    Julie Gosselink President & CEO
    50.00     		197,578 0 0
    PO Box 284
    Grinnell,IA50112
    Shannon Fitzgerald Treasurer, Secretary, & CFO
    50.00     		155,768 6,190 0
    PO Box 284
    Grinnell,IA50112
    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
    Michelle Gruhn Accounting Manager
    45.00     		76,102 3,767 0
    PO Box 284
    Grinnell,IA50112
    Melissa Hull Director of Communit
    45.00     		61,523 2,080 0
    PO Box 284
    Grinnell,IA50112
    Total number of other employees paid over $50,000...................bullet 4
    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 Community Support Services - provide back office services, including accounting, human resources, donor acknolwedgement and management, and general services to help local nonporifts build capacity and promote collaboration. 423,650
    2 JPK - Provide funding through a mental health consortium for financially insecure indivudals to obtain therapy as needed. Over 180 patients were helped with funding of therapy and other needs. 65,533
    3 Tiger Packs - Provide weekly food items to food insecure students within the commpunity. Over 230 kids served each week, plus food provided to middle school and high school. 62,401
    4 Imagine Grinnell - Creates a vibrant, sustainable, and healthy community through various programs including giving gardens, tree planting, plate to plant, and many others. 83,732
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    0
    b
    Average of monthly cash balances.......................
    1b
    0
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    0
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    0
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    0
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    0
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    0
    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
    0
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,867
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,867
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    0
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    0
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    0
    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 0
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 1,193,365
    b From 2017...... 1,135,164
    c From 2018...... 1,478,703
    d From 2019...... 0
    e From 2020...... 1,811,865
    f Total of lines 3a through e ........ 5,619,097
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,392,423
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount.....  
    e Remaining amount distributed out of corpus 1,392,423
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 7,011,520
    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......     		 
    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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		1,193,365
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,818,155
    10 Analysis of line 9:
    a Excess from 2017.... 1,135,164
    b Excess from 2018.... 1,478,703
    c Excess from 2019.... 0
    d Excess from 2020.... 1,811,865
    e Excess from 2021.... 1,392,423
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Ahrens Park Foundation
    PO Box 679
    Grinnell,IA50112     		  Non-Profit Operating Funds, Capital Purchases 484,790
    Greater Poweshiek Community Foundation
    PO Box 344
    Grinnell,IA50112     		  Non-Profit Programming, Early Childhood, Educaiton 2,500
    Grinnell Community Earl Learning Ce
    PO Box 592
    Grinnell,IA50112     		  Non-Profit After School/Summer Programs 2,500
    Micro Grants
    Various
    Grinnell,IA50112     		  Non-Profit Programming 1,965
    Grinnell-Newburg School District
    925 Broad Street
    Grinnell,IA50112     		  Non-Profit LIBTYFI 5,000
    GYBSA
    PO Box 718
    Grinnell,IA50112     		  Non-Profit Youth Baseball/Softball Programming 6,360
    LINK Inc
    PO Box 284
    Grinnell,IA50112     		  Non-Profit Programming 2,900
    MICA Poweshiek County Family Resource
    PO Box 70
    Grinnell,IA50112     		  Non-Profit Food Insecurity 5,000
    City of Grinnell Parks & Recreation Department
    520 4th Avenue
    Grinnell,IA50112     		  City Senior Programming 5,295
    Total .................................bullet 3a 516,310
    bApproved for future payment
    Scholarships for 2021
    Various
    Various,IA50112     		  Colleges Scholarships 32,500
    Total .................................bullet 3b 32,500
    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:
    aBack Office Support Services     		561000   41 198,708  
    bFundraising Revenue 561000   41 6,923  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   284,521  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    284,521
    (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
    Ahrens Park Foundation Private Operating Fo Grantee, Some Shared Board Members
    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:  
    Part VI Line 7 - Tax Paid with the Original Return: 0


    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
    Claude W & Dolly Ahrens Foundation
     
    Employer identification number

    39-1906775
    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
    Claude W & Dolly Ahrens Foundation
          		Employer identification number
    39-1906775
    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
    Dr Peter R Diane Boeke
    1820 Penrose Street
     
    Grinnell, IA50112

    		$ 5,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    Claude W Ahrens Charitable Trust
     
    1928 Prairie Street
     
    Grinnell, IA50112

    		$ 20,500


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    David Diana Clay
    11029 East Cinde cone Trail
     
    Scottsdale, AZ85262

    		$ 40,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    4
    Gloria Clay
    927 1st Avenue Apt 101
     
    Grinnell, IA50112

    		$ 5,288


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    5
    Greater Poweshiek Community Foundation
     
    PO Box 344
     
    Grinnell, IA50112

    		$ 38,923


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    6
    Grinnell College Community Connections
     
    1118 Prk Street
     
    Grinnell, IA50112

    		$ 13,525


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Name of organization
    Claude W & Dolly Ahrens Foundation
          		Employer identification number
    39-1906775
    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
    7
    Grinnell Mutual Group Foundation
     
    PO Box 790
     
    Grinnell, IA50112

    		$ 31,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    8
    Grinnell State Bank
     
    PO Box 744
     
    Grinnell, IA50112

    		$ 5,000


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    9
    Michael Susan Witt
    1928 Prairie Street
     
    Grinnell, IA50112

    		$ 10,000


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    Claude W & Dolly Ahrens Foundation
          		Employer identification number

    39-1906775
    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
    4
    		 25 Shares of chevron Corp - CVX $ 5,288 2021-10-07
    (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
    Claude W & Dolly Ahrens Foundation
          		Employer identification number

    39-1906775
    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 AccountingFeesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CliftonLarsonAllen Exempt 1,050     1,050
    ADP Payroll 4,915      

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Northern Trust - Board Account 1,261,529 1,513,498
    Northern Trust - Commingled Account 1,495,206 1,963,176
    Northern Trust - Eagle Capital 2,797,218 3,677,945
    Northern Trust - Straus 1,602,130 2,688,793
    Edward Jones Brokerage Account 0 0
    Northern Trust - Gift Account 317 390

    TY 2021 InvestmentsOtherSchedule2
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    Strand Theater   100,000 100,000
    Mayflower Investment   50,000 50,000

    TY 2021 LegalFeesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Nymaster Goode Conflict of Interest 188     188


    TY 2021 OtherExpensesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank/Online Charges 2,222     2,222
    Advertising 2,457     2,457
    Chargebacks -149     -149
    Dues & Subscriptions 1,851     1,851
    Continuing Ed Materials 599     599
    Contract Labor 2,600     2,600
    Insurance Expense 6,983     6,983
    Program Expenses 329,852     329,852
    Marketing 13,268     13,268
    Minor Equipment 23,344     23,344
    Miscellaneous Expense 5,503     5,503
    Office Supplies 2,455     2,455
    Postage 1,630     1,630
    Special Gifts 279     279
    Software Costs 31,747     31,747
    Professional Development 12,016     12,016
    Equipment Rent 33,832     33,832
    Fundraising Expense 5,812     5,812
    Licenses & Permits 211     211
    Repairs & Maintenance 576     576
    Workplace Wellness 1,984     1,984


    TY 2021 OtherIncomeSchedule2
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Back Office Support Services 198,708   198,708
    Fundraising Revenue 6,923   6,923


    TY 2021 OtherIncreasesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Description Amount
    Gains 783,435


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    All Covered IT Services 2,065     2,065
    TASC Benefit Management 2,020     2,020
    Investment Management Fees Investment Management 128,554 128,554    


    TY 2021 TaxesSchedule
    Name:
    Claude W & Dolly Ahrens Foundation
    EIN:
    39-1906775
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Payroll Taxes 46,940     46,940