TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
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Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 11-01-2021 , and ending 10-31-2022

Name of foundation
J CLIFFORD & RUTH M KOPP CHARITABLE 46V019017

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 3215
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
LANCASTER, PA176043215

A Employer identification number

25-6569052

B Telephone number (see instructions)

(717) 291-2726

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$3,080,978J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	79,353		79,353
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		109,160
b	Gross sales price for all assets on line 6a 484,375
7	Capital gain net income (from Part IV, line 2)...			109,160
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......		250	250
12	Total. Add lines 1 through 11........	188,763		188,763
13	Compensation of officers, directors, trustees, etc.	29,239		29,239
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		2,107	2,107		0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		11,704	1,028		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	43,050		32,374	0	0
25	Contributions, gifts, grants paid.......	164,923				164,923
26	Total expenses and disbursements. Add lines 24 and 25	207,973		32,374	0	164,923
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-19,210
b	Net investment income (if negative, enter -0-)			156,389
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	116,800	80,381	80,381
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	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).......	986,789	1,061,626	1,284,502
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	1,814,429	1,758,623	1,716,095
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,918,018	2,900,630	3,080,978
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,918,018	2,900,630
	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).....	2,918,018	2,900,630
	30	Total liabilities and net assets/fund balances (see instructions).	2,918,018	2,900,630

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,918,018

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

-19,210

Other increases not included in line 2 (itemize) bullet

4,199

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

2,903,007

Decreases not included in line 2 (itemize) bullet

2,377

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

2,900,630

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	18. ABBVIE INC		2020-05-13	2022-03-22
b	5. ABBVIE INC		2020-05-13	2022-09-29
c	3. ABBVIE INC		2020-05-13	2022-10-07
d	12. ACTIVISION BLIZZARD INC		2019-06-12	2022-07-11
e	17. ACTIVISION BLIZZARD INC		2021-08-13	2022-07-15
	13. ACTIVISION BLIZZARD INC		2021-04-30	2022-07-15
	3. ACTIVISION BLIZZARD INC		2021-08-13	2022-08-30
	1. ACTIVISION BLIZZARD INC		2021-08-13	2022-09-29
	5. ALLISON TRANSMISSION HOLDINGS INC		2021-01-08	2021-12-17
	46. ALLISON TRANSMISSION HOLDINGS INC		2020-10-30	2021-12-17
	5. ALPHABET INC CLASS A		2016-02-10	2022-09-29
	18. AMERICAN INTERNATIONAL GROUP INC		2019-01-18	2021-11-05
	64. AMERICAN INTERNATIONAL GROUP INC		2019-03-08	2022-01-28
	2. AMERISOURCEBERGEN CORP		2020-01-28	2022-09-29
	73. APPLE INC		2010-07-06	2022-08-30
	2. APPLIED MATERIALS INC		2020-04-03	2022-09-29
	1. AUTOZONE INC		2019-03-29	2022-08-19
	62. AVANTOR INC		2020-04-24	2022-10-21
	30. BATH & BODY WORKS INC		2021-09-01	2022-03-22
	3. BERKSHIRE HATHAWAY INC CLASS B		2016-04-01	2022-09-29
	3. BOSTON SCIENTIFIC CORP		2020-06-18	2022-03-22
	9. BOSTON SCIENTIFIC CORP		2020-06-18	2022-08-30
	4. BOYD GAMING CORP		2021-09-01	2022-03-22
	9. BRISTOL-MYERS SQUIBB CO		2021-08-20	2022-08-30
	4. BRISTOL-MYERS SQUIBB CO		2021-08-20	2022-09-29
	9. CIGNA GROUP		2016-04-01	2022-02-18
	5. CIGNA GROUP		2016-04-01	2022-07-22
	1. CIGNA GROUP		2016-04-01	2022-09-29
	2. CRH PLC ADR SPON		2018-02-09	2022-09-29
	21. CVS HEALTH CORP		2020-11-06	2022-03-22
	6. CVS HEALTH CORP		2020-11-06	2022-08-30
	5. CVS HEALTH CORP		2020-11-06	2022-09-29
	8. CANADIAN NATIONAL RAILWAY CO		2021-09-03	2021-11-05
	6. CANADIAN NATIONAL RAILWAY CO		2021-09-03	2022-04-29
	44. CANADIAN NATIONAL RAILWAY CO		2021-09-10	2022-05-06
	12. CAPITAL ONE FINANCIAL CORP		2021-01-22	2022-04-08
	6. CAPITAL ONE FINANCIAL CORP		2021-01-22	2022-05-13
	14. CAPITAL ONE FINANCIAL CORP		2021-02-05	2022-06-10
	10. CAPITAL ONE FINANCIAL CORP		2021-02-12	2022-07-29
	7. CHARTER COMMUNICATIONS INC		2021-03-19	2022-02-18
	26. CISCO SYSTEMS INC		2020-04-24	2021-12-10
	6. CISCO SYSTEMS INC		2020-04-24	2022-09-29
	2. CINTAS CORP		2020-06-18	2022-08-30
	7. CITIGROUP INC		2017-03-10	2021-11-05
	31. CITIGROUP INC		2017-06-16	2022-01-14
	101. CITIGROUP INC		2021-01-19	2022-03-04
	21. CONOCOPHILLIPS		2018-04-06	2022-05-20
	12. COSTCO WHOLESALE CORP		2020-06-18	2022-03-22
	1. COSTCO WHOLESALE CORP		2020-06-18	2022-08-30
	2. DEERE & CO		2020-02-07	2022-09-02
	1. DEERE & CO		2020-02-07	2022-09-29
	1. DOLLAR GENERAL CORP		2020-06-18	2022-03-22
	3. DOLLAR GENERAL CORP		2020-06-18	2022-08-30
	10. DOMINION ENERGY INC		2021-03-12	2022-07-29
	26. DOMINION ENERGY INC		2021-03-12	2022-10-14
	20. DOMINION ENERGY INC		2021-03-12	2022-10-28
	2320.186 DOUBLELINE TOTAL RETURN BOND FD CL I		2016-03-30	2022-10-20
	1. DOVER CORP		2018-04-27	2022-09-29
	15. EOG RESOURCES INC		2021-03-26	2021-11-19
	18. EOG RESOURCES INC		2021-07-09	2022-02-04
	8. EOG RESOURCES INC		2021-07-09	2022-05-20
	3. ELECTRONIC ARTS INC		2019-06-12	2022-08-30
	10. META PLATFORMS INC CLASS A		2015-03-18	2022-09-16
	6. META PLATFORMS INC CLASS A		2015-03-18	2022-09-29
	70. META PLATFORMS INC CLASS A		2021-02-19	2022-10-28
	2. FEDEX CORP		2021-09-01	2022-08-30
	10. FEDEX CORP		2021-09-01	2022-09-16
	3. FEDEX CORP		2022-03-22	2022-09-23
	2. FEDEX CORP		2022-08-02	2022-09-23
	3. FEDEX CORP		2021-09-01	2022-09-23
	2. FIDELITY NATL INFORMATION SVCS INC		2021-01-29	2022-09-29
	16. FIDELITY NATL INFORMATION SVCS INC		2021-01-29	2022-10-07
	24. FIDELITY NATL INFORMATION SVCS INC		2021-02-26	2022-10-28
	27. FIFTH THIRD BANCORP		2020-03-27	2022-01-21
	22. FIFTH THIRD BANCORP		2020-03-27	2022-02-25
	22. FIFTH THIRD BANCORP		2020-10-02	2022-03-04
	51. FIFTH THIRD BANCORP		2020-10-02	2022-03-11
	3. FIRST TRUST NASDAQ CYBERSECURITY ETF		2020-06-18	2022-03-22
	5. GENERAL DYNAMICS CORP		2020-12-11	2022-03-04
	11. GENERAL DYNAMICS CORP		2021-01-19	2022-05-06
	7. GENERAL DYNAMICS CORP		2021-02-05	2022-08-05
	2. GOLDMAN SACHS GROUP INC		2020-05-08	2022-08-30
	3408.651 GS SATELLITE STRATEGIES PTF INSTL CL -2402		2014-04-01	2022-10-20
	1961.746 HARDING LOEVNER INSTL EMRG MKTS FD INSTL CL		2019-06-12	2022-10-20
	43. HARLEY-DAVIDSON INC		2020-07-31	2021-12-17
	57. HARLEY-DAVIDSON INC		2020-12-24	2022-02-04
	14. HOLLYFRONTIER CORP		2021-03-26	2022-03-04
	5. HOLLYFRONTIER CORP		2021-10-18	2022-03-04
	85. HOLLYFRONTIER CORP		2021-02-26	2022-03-04
	2. HOME DEPOT INC		2015-07-20	2022-03-22
	1. HOME DEPOT INC		2015-07-20	2022-08-30
	5. HONEYWELL INTERNATIONAL INC		2021-09-01	2022-08-30
	1. INTERCONTINENTAL EXCHANGE INC		2022-09-02	2022-09-29
	4. ISHARES SEMICONDUCTER ETF		2021-09-01	2022-03-22
	564.653 JOHCM INTERNATIONAL SELECT FD INSTL SHS		2017-02-08	2022-10-20
	2. JOHNSON & JOHNSON		2018-07-06	2022-03-22
	3. JOHNSON & JOHNSON		2018-07-06	2022-08-30
	7. JOHNSON & JOHNSON		2018-09-26	2022-09-29
	3. KLA CORPORATION		2021-02-12	2021-12-10
	4. KLA CORPORATION		2021-02-12	2022-08-12
	8. KLA CORPORATION		2021-02-12	2022-09-23
	4. KEURIG DR PEPPER INC		2021-10-08	2022-09-29
	17. KOHL'S CORP		2021-01-29	2022-01-28
	47. KOHL'S CORP		2021-02-26	2022-04-08
	12. LKQ CORP		2020-07-20	2022-05-13
	33. LPL FINL HLDGS INC		2020-06-18	2022-03-22
	7. LPL FINL HLDGS INC		2021-02-12	2022-08-30
	1. LAM RESEARCH CORP		2020-05-08	2021-12-10
	2. LAM RESEARCH CORP		2020-05-08	2022-08-12
	6. LEAR CORP		2020-05-01	2021-11-12
	5. LEAR CORP		2021-08-27	2021-11-19
	7. LEAR CORP		2020-05-01	2021-11-19
	9. LEIDOS HOLDING INC		2022-01-14	2022-03-04
	10. LENNAR CORP CLASS A		2020-05-22	2021-12-17
	30. LENNAR CORP CLASS A		2020-05-22	2022-01-14
	5. ELI LILLY & CO		2021-09-01	2022-03-22
	5. ELI LILLY & CO		2021-09-01	2022-08-30
	2. LOCKHEED MARTIN CORP		2020-06-18	2022-03-22
	1. LOCKHEED MARTIN CORP		2020-06-18	2022-08-30
	16. LOWE'S COS INC		2020-05-08	2021-11-05
	2. LULULEMON ATHLETICA INC		2021-09-01	2022-08-30
	19. MARATHON PETROLEUM CORP		2019-06-28	2022-03-11
	15. MARATHON PETROLEUM CORP		2019-07-29	2022-05-20
	19. MARATHON PETROLEUM CORP		2019-09-27	2022-09-02
	18. MARATHON PETROLEUM CORP		2019-09-27	2022-09-23
	5. MARATHON PETROLEUM CORP		2019-09-27	2022-09-29
	3. MASCO CORP		2022-08-12	2022-09-29
	1. MASTERCARD INC CLASS A		2020-07-15	2022-03-22
	4. MASTERCARD INC CLASS A		2020-07-15	2022-08-30
	6. MCKESSON CORPORATION		2019-07-15	2022-03-25
	3. MCKESSON CORPORATION		2019-07-15	2022-05-06
	5. MCKESSON CORPORATION		2019-10-21	2022-06-03
	2. MCKESSON CORPORATION		2019-10-21	2022-08-12
	3. MCKESSON CORPORATION		2019-10-21	2022-09-02
	1. MCKESSON CORPORATION		2019-10-21	2022-09-29
	7. MERCK & CO INC		2020-06-18	2022-03-22
	22. MERCK & CO INC		2020-06-18	2022-08-30
	8. MICROSOFT CORP		2016-09-12	2022-08-30
	21. MICRON TECHNOLOGY INC		2019-11-08	2022-05-20
	30. MICRON TECHNOLOGY INC		2020-02-03	2022-07-29
	5. MICRON TECHNOLOGY INC		2020-02-03	2022-09-29
	3. MIDDLEBY CORP		2021-12-10	2022-05-13
	12. MIDDLEBY CORP		2021-12-10	2022-07-11
	5. MIDDLEBY CORP		2022-02-11	2022-07-11
	22. MODERNA INC		2021-09-01	2022-03-22
	3. MORGAN STANLEY		2018-02-28	2022-08-30
	12. NETAPP INC		2021-03-12	2022-04-08
	25. NETAPP INC		2021-03-12	2022-05-13
	1. NETFLIX INC		2018-02-28	2022-03-22
	12. NEWMONT CORPORATION		2021-05-17	2022-03-04
	48. NEWMONT CORPORATION		2020-03-27	2022-03-04
	2. NORFOLK SOUTHERN CORP		2020-06-18	2022-03-22
	37. GEN DIGITAL INC		2021-05-17	2022-05-13
	40. GEN DIGITAL INC		2021-08-13	2022-06-17
	94. GEN DIGITAL INC		2021-05-17	2022-06-17
	21. NOVARTIS AG ADR SPON		2020-05-22	2022-07-22
	9. NOVARTIS AG ADR SPON		2020-06-19	2022-08-26
	1. NOVARTIS AG ADR SPON		2020-06-19	2022-09-29
	12. NOVARTIS AG ADR SPON		2021-12-17	2022-10-07
	28. NOVARTIS AG ADR SPON		2021-06-11	2022-10-07
	24. NVIDIA CORP		2019-06-12	2022-03-22
	1. O'REILLY AUTOMOTIVE INC		2020-06-18	2022-03-22
	2. O'REILLY AUTOMOTIVE INC		2020-06-18	2022-08-30
	4. OTIS WORLDWIDE CORP		2016-07-01	2022-09-29
	10. OWENS CORNING		2018-07-27	2022-03-04
	30. OWENS CORNING		2020-02-28	2022-04-08
	57. PAYPAL HOLDINGS INC		2018-02-28	2022-02-03
	29. PEPSICO INC		2020-06-18	2022-03-22
	8. PEPSICO INC		2020-06-18	2022-08-30
	87. PFIZER INC COM		2017-08-25	2021-11-19
	28. PFIZER INC COM		2017-09-22	2021-11-29
	5. PFIZER INC COM		2021-09-01	2021-12-10
	78. PFIZER INC COM		2020-01-28	2021-12-10
	173. PFIZER INC COM		2021-09-01	2022-03-22
	5. PFIZER INC COM		2021-10-18	2022-03-22
	4. PIONEER NATURAL RESOURCES CO		2020-08-14	2022-09-02
	23. POLARIS INC		2021-05-28	2022-03-11
	110. PROCTER & GAMBLE CO		2022-05-20	2022-08-02
	11. PROGRESSIVE CORP		2020-02-03	2021-11-05
	8. PROGRESSIVE CORP		2020-02-28	2021-11-12
	10. PROGRESSIVE CORP		2020-02-28	2021-12-23
	26. PROGRESSIVE CORP		2020-03-13	2021-12-31
	3. QUALCOMM INC		2021-06-11	2022-09-29
	8. RAYTHEON TECH CORP		2021-09-01	2022-03-22
	3. RAYTHEON TECH CORP		2021-09-01	2022-08-30
	33. RESTAURANT BRANDS INTL INC		2021-10-08	2022-07-22
	13. RESTAURANT BRANDS INTL INC		2022-03-11	2022-07-22
	2. SANOFI ADR SPON		2021-08-20	2022-09-29
	13. SONY GROUP CORP ADR SPON		2021-06-04	2022-01-14
	12. SONY GROUP CORP ADR SPON		2021-06-04	2022-02-04
	1. SOUTHWEST AIRLINES CO		2020-06-18	2022-08-30
	15. BLOCK,INC		2020-07-15	2022-03-22
	22. STATE STREET CORP		2021-10-15	2021-11-05
	13. TJX COS INC		2020-05-08	2022-05-06
	12. TJX COS INC		2020-05-15	2022-06-17
	30. TJX COS INC		2021-02-12	2022-07-29
	31. TJX COS INC		2021-02-12	2022-08-12
	11. TJX COS INC		2021-02-12	2022-08-30
	6. T MOBILE US INC		2020-09-21	2022-09-23
	1. T MOBILE US INC		2020-09-21	2022-09-29
	43. TAPESTRY INC		2020-06-26	2021-12-17
	33. TAPESTRY INC		2020-09-21	2022-01-14
	5. TAPESTRY INC		2021-10-18	2022-02-04
	54. TAPESTRY INC		2020-11-06	2022-02-04
	7. TESLA INC		2020-06-18	2022-03-22
	2. THERMO FISHER SCIENTIFIC INC		2021-09-01	2022-03-22
	1. THERMO FISHER SCIENTIFIC INC		2021-09-01	2022-08-30
	25. TRUIST FINL CORP		2019-04-05	2022-04-14
	5. ULTA BEAUTY INC		2017-09-19	2022-08-30
	4. UNION PACIFIC CORP		2019-02-15	2022-03-22
	1. UNITED RENTALS INC		2020-04-09	2021-11-12
	1. UNITED RENTALS INC		2020-04-09	2022-03-22
	1. UNITED RENTALS INC		2020-05-01	2022-09-29
	2. UNITED RENTALS INC		2020-05-01	2022-10-28
	10. US FOODS HOLDING CORP		2021-03-19	2022-07-29
	3. US FOODS HOLDING CORP		2021-03-19	2022-09-29
	4. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-03-22
	6. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-07-01
	1. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-07-11
	6. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-07-15
	1. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-07-22
	3. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-08-30
	1. UNITEDHEALTH GRP INC 91911K102		2020-06-18	2022-09-29
	8. VERTEX PHARMACEUTICALS INC		2022-03-22	2022-08-30
	106. VERTIV HLDGS CO		2021-02-26	2022-02-25
	73. VERTIV HLDGS CO		2021-11-05	2022-02-25
	6. VISA INC		2015-01-06	2022-08-30
	.013 VMWARE INC - CLASS A		2021-09-01	2021-11-17
	37. VMWARE INC - CLASS A		2021-09-01	2022-03-22
	11. WABTEC CORP		2021-05-21	2022-05-13
	1. WASTE MANAGEMENT INC		2020-06-18	2022-03-22
	5. WASTE MANAGEMENT INC		2020-06-18	2022-08-30
	2. ALLEGION PLC		2021-03-05	2022-09-29
	19. COCA-COLA EUROPACIFIC PARTNERS PLC		2020-03-20	2022-08-12
	4. COCA-COLA EUROPACIFIC PARTNERS PLC		2020-03-20	2022-08-26
	10. EATON CORP PLC		2019-03-08	2022-04-08
	9. EATON CORP PLC		2019-03-15	2022-10-07
	3. ICON PLC		2021-10-18	2022-08-12
	7. CHUBB LTD		2018-10-26	2022-05-06
	10. NXP SEMICONDUCTORS NV		2019-05-24	2022-07-29
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	2,867	1,504	1,363
b	709	424	285
c	418	255	163
d	936	548	388
e	1,301	1,427	-126
	995	640	355
	236	252	-16
	75	84	-9
	172	210	-38
	1,585	1,838	-253
	481	178	303
	1,080	778	302
	3,590	2,717	873
	271	178	93
	11,554	646	10,908
	167	84	83
	2,326	1,024	1,302
	1,209	868	341
	1,494	1,991	-497
	805	428	377
	131	110	21
	360	330	30
	277	247	30
	602	624	-22
	285	277	8
	2,058	1,220	838
	1,329	678	651
	279	136	143
	64	69	-5
	2,246	1,413	833
	593	404	189
	482	336	146
	1,061	1,017	44
	722	763	-41
	5,084	5,565	-481
	1,581	1,253	328
	706	627	79
	1,574	1,510	64
	1,097	1,166	-69
	4,173	4,312	-139
	1,536	1,009	527
	241	254	-13
	816	551	265
	471	434	37
	2,069	1,948	121
	5,664	6,602	-938
	2,159	1,230	929
	6,696	2,930	3,766
	522	299	223
	729	336	393
	339	168	171
	225	191	34
	714	574	140
	821	738	83
	1,679	1,919	-240
	1,387	1,476	-89
	20,000	25,290	-5,290
	117	76	41
	1,287	1,122	165
	2,058	1,392	666
	968	651	317
	378	278	100
	1,455	804	651
	814	483	331
	6,958	10,310	-3,352
	427	533	-106
	1,600	2,664	-1,064
	446	681	-235
	297	467	-170
	446	799	-353
	151	248	-97
	1,227	1,984	-757
	2,038	3,176	-1,138
	1,234	471	763
	1,054	384	670
	971	416	555
	2,291	1,124	1,167
	158	99	59
	1,215	758	457
	2,615	1,671	944
	1,597	1,072	525
	665	368	297
	23,247	27,617	-4,370
	31,329	40,000	-8,671
	1,560	1,094	466
	2,038	1,706	332
	412	509	-97
	147	183	-36
	2,503	2,597	-94
	660	228	432
	292	114	178
	950	1,149	-199
	91	103	-12
	1,908	1,873	35
	10,000	11,118	-1,118
	349	251	98
	487	377	110
	1,150	936	214
	1,226	990	236
	1,527	1,320	207
	2,431	2,639	-208
	144	140	4
	1,012	761	251
	2,737	2,347	390
	609	339	270
	6,172	2,699	3,473
	1,548	714	834
	703	263	440
	1,032	525	507
	1,090	544	546
	885	827	58
	1,239	647	592
	962	842	120
	1,065	601	464
	3,231	1,803	1,428
	1,422	1,285	137
	1,530	1,285	245
	882	759	123
	424	380	44
	3,775	1,809	1,966
	611	795	-184
	1,485	1,050	435
	1,422	830	592
	1,885	1,106	779
	1,642	1,125	517
	492	312	180
	141	165	-24
	351	305	46
	1,311	1,220	91
	1,845	866	979
	993	426	567
	1,602	712	890
	725	290	435
	1,104	435	669
	340	145	195
	553	508	45
	1,912	1,595	317
	2,095	457	1,638
	1,397	991	406
	1,854	1,546	308
	248	268	-20
	416	564	-148
	1,501	2,256	-755
	625	972	-347
	4,084	8,656	-4,572
	253	168	85
	946	813	133
	1,777	1,695	82
	386	291	95
	882	880	2
	3,528	2,066	1,462
	556	352	204
	893	964	-71
	870	1,058	-188
	2,045	2,448	-403
	1,801	1,779	22
	744	776	-32
	76	91	-15
	911	1,034	-123
	2,125	2,564	-439
	6,377	880	5,497
	686	425	261
	1,394	850	544
	256	211	45
	873	628	245
	2,517	1,653	864
	7,117	2,290	4,827
	4,754	3,837	917
	1,383	1,059	324
	4,449	2,738	1,711
	1,519	934	585
	263	229	34
	4,103	2,729	1,374
	9,158	7,931	1,227
	265	208	57
	974	392	582
	2,511	3,023	-512
	15,691	17,016	-1,325
	1,051	897	154
	770	602	168
	1,013	731	282
	2,675	1,921	754
	342	403	-61
	809	673	136
	272	252	20
	1,723	2,062	-339
	679	747	-68
	76	107	-31
	1,610	1,305	305
	1,311	1,205	106
	37	36	1
	2,139	1,812	327
	2,115	2,057	58
	781	631	150
	679	566	113
	1,832	1,637	195
	2,011	2,114	-103
	686	750	-64
	792	655	137
	134	109	25
	1,782	561	1,221
	1,244	484	760
	192	193	-1
	2,074	1,070	1,004
	6,919	1,403	5,516
	1,174	1,124	50
	555	562	-7
	1,303	1,191	112
	2,082	834	1,248
	1,062	680	382
	384	107	277
	356	107	249
	267	119	148
	618	239	379
	316	381	-65
	79	114	-35
	2,024	1,163	861
	3,040	1,744	1,296
	515	291	224
	3,120	1,744	1,376
	521	291	230
	1,572	872	700
	506	291	215
	2,253	2,008	245
	1,394	2,197	-803
	960	1,944	-984
	1,210	386	824
	2	1	1
	4,318	4,197	121
	961	876	85
	154	105	49
	856	524	332
	177	225	-48
	1,028	615	413
	198	130	68
	1,461	770	691
	1,227	708	519
	727	823	-96
	1,454	851	603
	1,842	926	916
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915
			47,915

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			1,363
b			285
c			163
d			388
e			-126
			355
			-16
			-9
			-38
			-253
			303
			302
			873
			93
			10,908
			83
			1,302
			341
			-497
			377
			21
			30
			30
			-22
			8
			838
			651
			143
			-5
			833
			189
			146
			44
			-41
			-481
			328
			79
			64
			-69
			-139
			527
			-13
			265
			37
			121
			-938
			929
			3,766
			223
			393
			171
			34
			140
			83
			-240
			-89
			-5,290
			41
			165
			666
			317
			100
			651
			331
			-3,352
			-106
			-1,064
			-235
			-170
			-353
			-97
			-757
			-1,138
			763
			670
			555
			1,167
			59
			457
			944
			525
			297
			-4,370
			-8,671
			466
			332
			-97
			-36
			-94
			432
			178
			-199
			-12
			35
			-1,118
			98
			110
			214
			236
			207
			-208
			4
			251
			390
			270
			3,473
			834
			440
			507
			546
			58
			592
			120
			464
			1,428
			137
			245
			123
			44
			1,966
			-184
			435
			592
			779
			517
			180
			-24
			46
			91
			979
			567
			890
			435
			669
			195
			45
			317
			1,638
			406
			308
			-20
			-148
			-755
			-347
			-4,572
			85
			133
			82
			95
			2
			1,462
			204
			-71
			-188
			-403
			22
			-32
			-15
			-123
			-439
			5,497
			261
			544
			45
			245
			864
			4,827
			917
			324
			1,711
			585
			34
			1,374
			1,227
			57
			582
			-512
			-1,325
			154
			168
			282
			754
			-61
			136
			20
			-339
			-68
			-31
			305
			106
			1
			327
			58
			150
			113
			195
			-103
			-64
			137
			25
			1,221
			760
			-1
			1,004
			5,516
			50
			-7
			112
			1,248
			382
			277
			249
			148
			379
			-65
			-35
			861
			1,296
			224
			1,376
			230
			700
			215
			245
			-803
			-984
			824
			1
			121
			85
			49
			332
			-48
			413
			68
			691
			519
			-96
			603
			916

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	109,160
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	2,174
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	2,174
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	4,800
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

7	Total credits and payments. Add lines 6a through 6d..............		7	4,800
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	2,626
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax2,626	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

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

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

Yes

Website address bullet

The books are in care of bullet

FULTON BANK NA Telephone no. bullet

(717) 291-2726

Located at bullet

ONE PENN SQUARELANCASTERPA ZIP+4 bullet

17602

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

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

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

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

16 No

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

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

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)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years bullet

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
FULTON BANK N A	TRUSTEE 0	29,239
ONE PENN SQUARE LANCASTER,PA17602	TRUSTEE 0	29,239

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


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









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

Form 990-PF (2021)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

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


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

122,315

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

3,334,131

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

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

3,456,446

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

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

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

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

3,456,446

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

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

51,847

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

3,404,599

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

170,230

Part X

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

and do not complete this part.)

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

170,230

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

2,174

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

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

2,174

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

168,056

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

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

168,056

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

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

168,056

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					168,056
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				100,561
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 164,923
a Applied to 2020, but not more than line 2a				100,561
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.....					64,362
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 ..........					103,694
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here bullet

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

aThe name, address, and telephone number or 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)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SALVATION ARMY 440 WEST NYACK ROAD WEST NYACK,NY10994	N/A	PC	LEBANON COUNTY PA	14,843
AMERICAN HEART ASSOCIATION PO BOX 22249 ST PETERSBURG,FL33742	N/A	PC	LEBANON COUNTY PA	14,843
MASONIC VILLAGES OF THE GRAND LODGE OF PENNSYLVANIA OFFICE OF GIFT PLANNING ELIZABETHTOWN,PA170222199	N/A	PC	MASONIC HOME/MASONIC	31,336
EASTER SEALS WESTERN & CENTRAL PA 2525 RAILROAD STREET PITTSBURGH,PA15222	N/A	PC	LEBANON COUNTY PA	14,843
UNITED WAY OF LEBANON COUNTY PO BOX 1164 LEBANON,PA170421164	N/A	PC	OPERATIONS	14,843
QUALITY EMPLOYMENT SERVICES AND TRAINING INC 704 METRO DRIVE LEBANON,PA17042	N/A	PC	OPERATIONS	14,843
AMERICAN CANCER SOCIETY NATL OFFICE-PROBATE & TRUST MNG PO BOX 720366 OKLAHOMA CITY,OK73162	N/A	PC	LEBANON COUNTY PA	14,843
LEBANON LIONS FOUNDATION PO BOX 17 LEBANON,PA17042	N/A	PC	SIGHT FUND	14,843
SHRINERS HOSPITALS FOR CHILDREN PO BOX 31356 TAMPA,FL336313356	N/A	PC	OPERATIONS	14,843
AMERICAN RED CROSS 2025 E STREET NW WASHINGTON,DC20006	N/A	PC	LEBANON COUNTY PA	14,843
Total ................................. 3a				164,923

bApproved for future payment

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

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	109,160
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aREFUNDED MUTUAL FD			14	250
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				188,763

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

188,763

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2021)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
CUSTODIAN & MANAGEMENT FEES (A	30	30
INVESTMENT MNGMNT FEES (DEDUCT	2,077	2,077

Category	Amount	Net Investment Income
FOREIGN TAXES	494	494
FEDERAL TAX PAYMENT - PRIOR YE	5,876	0
FEDERAL ESTIMATES - PRINCIPAL	4,800	0
FOREIGN TAXES ON QUALIFIED FOR	475	475
FOREIGN TAXES ON NONQUALIFIED	59	59