Form990-PF
Click to see attachment
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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 11-01-2021 , and ending 10-31-2022
Name of foundation
THE PESKY FAMILY FOUNDATION INC
C/O BA HARRIS LLP
Number and street (or P.O. box number if mail is not delivered to street address)1290 W MYRTLE AVE 310
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOISE, ID83702
A Employer identification number

22-3008373
B Telephone number (see instructions)

(208) 424-5177
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$6,092,312J 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) 130,265
2 Check bullet.............
3 Interest on savings and temporary cash investments 53,440 53,440  
4 Dividends and interest from securities... 53,974 53,974  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 181,042
b Gross sales price for all assets on line 6a 277,652
7 Capital gain net income (from Part IV, line 2)... 181,042
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 21,036 21,036  
12 Total. Add lines 1 through 11........ 439,757 309,492  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 33,764 33,764   0
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 300 300   0
b Accounting fees (attach schedule)....... Click to see attachment 17,364 17,364   0
c Other professional fees (attach schedule)....        
17 Interest............... 15,952 15,952   0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 22,722 22,722   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 3,753 3,753   0
21 Travel, conferences, and meetings....... 6,294 6,294   0
22 Printing and publications.......... 11,094 0   11,094
23 Other expenses (attach schedule)....... Click to see attachment 185,704 185,704   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 296,947 285,853   11,094
25 Contributions, gifts, grants paid....... 651,240 651,240
26 Total expenses and disbursements. Add lines 24 and 25 948,187 285,853   662,334
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -508,430
b Net investment income (if negative, enter -0-) 23,639
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 5,148 103,175 103,175
2 Savings and temporary cash investments......... 889,091 125,625 125,625
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 1,280 16,040 16,040
10a Investments—U.S. and state government obligations (attach schedule) 329,940 Click to see attachment134,274 111,998
b Investments—corporate stock (attach schedule)....... 1,160,816 Click to see attachment1,399,199 1,285,524
c Investments—corporate bonds (attach schedule)....... 1,102,049 Click to see attachment482,533 417,754
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 3,384,940 Click to see attachment4,042,441 4,032,196
14 Land, buildings, and equipment: basis bullet5,438
Less: accumulated depreciation (attach schedule) bullet5,438      
15 Other assets (describe bullet) Click to see attachment6,260 Click to see attachment0 Click to see attachment0
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,879,524 6,303,287 6,092,312
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet) Click to see attachment5 Click to see attachment2,500
23 Total liabilities (add lines 17 through 22)......... 5 2,500
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,879,519 6,300,787
29 Total net assets or fund balances (see instructions)..... 6,879,519 6,300,787
30 Total liabilities and net assets/fund balances (see instructions). 6,879,524 6,303,287
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
6,879,519
2
Enter amount from Part I, line 27a .....................
2
-508,430
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,371,089
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
70,302
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,300,787
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 PUBLICLY TRADED SECURITIES-CS #5458      
b PUBLICLY TRADED SECURITIES-CS #0252      
c PUBLICLY TRADED SECURITIES-CS #9737      
d GAIN ON INVESTMENT      
e PASS THROUGH ST CAPITAL GAIN      
PASS THROUGH LT CAPITAL GAIN      
PASS THROUGH 1231 CAPITAL LOSS P    
(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 10,699     10,699
b     10,599 -10,599
c     53,977 -53,977
d 111     111
e     32,034 -32,034
266,249     266,249
593     593
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       10,699
b       -10,599
c       -53,977
d       111
e       -32,034
      266,249
      593
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 2 181,042
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 329
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- ..... 5 329
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 16,040
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,040
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 15,711
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet15,711 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
     
    No
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNY
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletTHE PESKY FAMILY FOUNDATION Telephone no.bullet (208) 424-5177

    Located atbullet1290 W MYRTLE AVE SUITE 310BOISEID ZIP+4bullet83702
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
    No
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    ALAN D PESKY PRESIDENT
    30.00     		0 0 0
    PO BOX 3876
    KETCHUM,ID83340
    WENDY PESKY CFO
    15.00     		0 0 0
    PO BOX 3876
    KETCHUM,ID83340
    GREGORY PESKY TRUSTEE
    3.00     		0 0 0
    3320 IRVING AVE S
    MINNEAPOLIS,MN55408
    HEIDI WORCESTER TRUSTEE
    3.00     		0 0 0
    40 BLOOD ST
    LYME,CT06371
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    2,560,455
    b
    Average of monthly cash balances.......................
    1b
    290,211
    c
    Fair market value of all other assets (see instructions)................
    1c
    4,032,196
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,882,862
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    6,882,862
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    103,243
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    6,779,619
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    338,981
    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
    338,981
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    329
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    329
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    338,652
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    338,652
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    338,652
    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 7 338,652
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 104,555
    b From 2017...... 363,514
    c From 2018...... 174,802
    d From 2019...... 228,478
    e From 2020...... 514,996
    f Total of lines 3a through e ........ 1,386,345
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 662,334
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		Click to see attachment0
    d Applied to 2021 distributable amount..... 338,652
    e Remaining amount distributed out of corpus 323,682
    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 1,710,027
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		175,000
    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 ......     		1,535,027
    10 Analysis of line 9:
    a Excess from 2017.... 293,069
    b Excess from 2018.... 174,802
    c Excess from 2019.... 228,478
    d Excess from 2020.... 514,996
    e Excess from 2021.... 323,682
    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 e-mail address of the person to whom applications should be addressed:
    ALAN PESKY
    P O BOX 3876
    KETCHUM,ID83340
    (208) 424-5177
    N/A
    bThe form in which applications should be submitted and information and materials they should include:
    N/A
    cAny submission deadlines:
    N/A
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    N/A
    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
    ALZHEIMER'S ASSOCIATION
    225 N MICHIGAN AVE FL 17
    CHICAGO,IL60601     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 300
    ANIMAL HUMANE SOCIETY
    845 MEADOW LN N
    GOLDEN VALLEY,MN55422     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 200
    BOISE STATE PUBLIC RADIO
    1910 UNIVERSITY DR
    BOISE,ID83725     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,500
    BRIGHT FUNDS FOUNDATION
    PO BOX 53125
    OAKLAND,CA53125     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 236
    CARE USA
    151 ELLIS ST NE
    ATLANTA,GA30303     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,050
    CENTRAL PARK CONSERVANCY
    14 E 60TH STREET
    NEW YORK,NY10022     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 125
    CHARACTER LAB
    3675 MARKET ST
    PHILADELPHIA,PA19104     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    CHOATE ROSEMARY HALL FOUNDATION INCORPOR
    333 CHRISTIAN STREET WALLINGFORD
    WALLINGFORD,CT06492     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    COLORADO COLLEGE
    14 EAST CACHE LA POUDRE ST
    COLORADO SPRINGS,CO80903     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    CONNECTICUT FOOD BANK
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    CPTV
    1049 ASYLUM AVENUE
    HARTFORD,CT06105     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    ENVIRONMENTAL RESOURCE CENTER
    PO BOX 819
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    ENVIRONMENTAL WORKING
    1436 U ST NW STE 100
    WASHINGTON,DC20009     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    EVERYTOWN FOR GUN SAFETY
    PO BOX 3886
    NEW YORK,NY10163     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,000
    FEEDING AMERICA
    161 N CLARK ST STE 700
    CHICAGO,IL60601     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    FLORENCE GRISWOLD MUSEUM
    96 LYME STREET
    OLD LYME,CT06371     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 125
    FRIENDS OF THE HENNEPIN COUNTY LIBRARY
    300 NICOLLET MALL SUITE N-290
    MINNEAPOLIS,MN55401     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    HAMILTON COLLEGE
    198 COLLEGE HILL RD
    CLINTON,NY13323     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 5,000
    HARVARD UNIVERSITY GSD
    48 QUINCY ST
    CAMBRIDGE,MA02138     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    HIGH HOPES
    36 TOWN WOODS RD
    OLD LYME,CT06371     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    HOSPICE & PALLIATIVE CARE OF THE WOOD RIVER VALLEY
    PO BOX 4320
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,500
    IDAHO PUBLIC TELEVISION
    1455 N ORCHARD ST
    BOISE,ID83706     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 150
    KETCHUM SUN VALLEY VOLUNTEER ASSOCIATION
    PO BOX 1262
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    KING ANNUAL FUND
    1450 NEWFIELD AVE
    STAMFORD,CT06905     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    LAFAYETTE COLLEGE
    730 HIGH STREET
    EASTON,PA18042     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 52,500
    LEE PESKY LEARNING CENTER
    3324 ELDER STREET
    BOISE,ID83705     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 327,500
    LEUKEMIA AND LYMPHOMA SOCIETY
    3 INTERNATIONAL DRIVE SUITE 200
    RYE BROOK,NY10573     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    LYME LAND CONSERVATION
    PO BOX 1002
    LYME,CT06371     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    MINNEAPOLIS JEWISH FEDERATION
    111 CHESHIRE LN STE 50
    MINNETONKA,MN55305     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    MINNESOTA PUBLIC RADIO
    480 CEDAR ST
    SAINT PAUL,MN55101     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    NATIONAL GAUCHER FOUNDATION
    5410 EDSON LANE SUITE 22
    ROCKVILLE,MD20852     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 500
    NO KID HUNGRY
    1030 15TH STREET NW SUITE 1100 W
    WASHINGTON,DC20005     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,000
    NORTHWESTERN UNIVERSITY
    633 CLARK ST
    EVANSTON,IL60208     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,500
    NRDC
    40 WEST 20TH STREET
    NEW YORK,NY10011     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 800
    PLANNED PARENTHOOD
    PO BOX 97166
    WASHINGTON,DC20090     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 7,100
    PLANNED PARENTHOOD IDAHO PAC
    PO BOX 641
    BOISE,ID83701     		  501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    PREPARE PROSPER
    2610 UNIVERSITY AVE W 450
    ST PAUL,MN55114     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 5,225
    SAVE THE CHILDREN
    501 KINGS HIGHWAY EAST SUITE 400
    FAIRFIELD,CT06825     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,222
    SPLC
    400 WASHINGTON AVENUE
    MONTGOMERY,AL36104     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 900
    SPUR COMMUNITY FOUNDATION
    PO BOX 6184
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,500
    SQUASH HAVEN
    70 TOWER PKWY
    NEW HAVEN,CT06511     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 7,150
    ST LUKE'S WOOD RIVER FOUNDATION
    100 HOSPITAL DRIVE
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 5,000
    STERN CENTER
    183 TALCOTT RD 101
    WILLISTON,VT05495     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    SUN VALLEY MUSEUM OF ART
    191 5TH ST E
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 52,600
    SUN VALLEY MUSIC FESTIVAL
    120 NORTH 2ND AVENUE SUITE 103
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 6,350
    SUN VALLEY WELLNESS INSTITUTE
    PO BOX 4174
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    SUN VALLEY WRITERS CONFERENCE
    28 SYLVAN RD NO D
    MONTEREY,CA93940     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 6,200
    TEMPLE ISRAEL
    2323 FREMONT AVENUE SOUTH
    MINNEAPOLIS,MN55405     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 5,000
    THE ALLIANCE OF IDAHO
    110 HONEYSUCKLE STREET
    BELLEVUE,ID83313     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 11,000
    THE BLAKE SCHOOL
    110 BLAKE ROAD SOUTH
    HOPKINS,MN55343     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 3,500
    THE COUNTRY SCHOOL
    341 OPENING HILL ROAD
    MADISON,CT06443     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 50
    THE SENIOR CONNECTION
    PO BOX 28
    HAILEY,ID83333     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 5,000
    THE VALLEY CLUB EMPLOYEE SCHOLARSHIP FUND
    PO BOX 252
    SUN VALLEY,ID83353     		NO RELATIONSHIP 501(C)(7) ORGANIZATI FOR UNRESTRICTED USE. 500
    TUCK ANNUAL GIVING
    100 TUCK HALL
    HANOVER,NH03755     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 3,500
    TUCK SCHOOL OF BUSINESS
    6066 DEVELOPMENT DRIVE
    HANOVER,NH03755     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100,000
    UNIVERSITY OF MICHIGAN
    500 S STATE STREET
    ANN ARBOR,MI48109     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,500
    URBAN YOUTH
    2823 N AUSTRALIAN AVE
    WEST PALM BEACH,FL33407     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 708
    US HOLOCAUST MEMORIAL MUSEUM
    100 RAOUL WALLENBERG PLACE SW
    WASHINGTON,DC20024     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 150
    WESTMINSTER SCHOOL
    995 HOPMEADOW STREET
    SIMSBURY,CT06070     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 200
    WIKIMEDIA
    PO BOX 98204
    WASHINGTON,DC20090     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 52
    WOOD RIVER JEWISH COMMUNITY
    PO BOX 837
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,100
    WOOD RIVER WOMEN'S CHARITABLE FOUNDATION
    PO BOX 3686
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,100
    ARCH COMMUNITY HOUSING TRUST
    PO BOX 1292
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 150
    BLAINE COUNTY RECREATION
    1050 FOX ACRES RD STE 107
    HAILEY,ID83333     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    BOSTON AREA RAPE CRISIS CENTER
    99 BISHOP ALLEN DRIVE
    CAMBRIDGE,MA02139     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 210
    DOCTORS WITHOUT BORDERS
    40 RECTOR ST 16TH FLOOR
    NEW YORK,NY10006     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 3,500
    FLOURISH FOUNDATION
    POST OFFICE BOX 2429
    KETCHUM,ID83340     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    FRIENDS OF GALENA PUBLIC LIBRARY
    601 S BENCH ST
    GALENA,IL61036     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    FRIENDS OF THE EARTH
    PO BOX 7010
    MERRIFIELD,VA22116     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 200
    GREENAGERS
    62 UNDERMOUNTAIN RD PO BOX 157
    SOUTH EGREMONT,MA01258     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    LANDMARK WEST
    45 WEST 67TH STREET
    NEW YORK,NY10023     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    MEMORIAL SLOAN KETTERING CANCER CENTER
    1275 YORK AVENUE
    NEW YORK,NY10065     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 100
    MOUNT SINAI
    ONE GUSTAVE L LEVY PLACE BOX 1049
    NEW YORK,NY10029     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 1,000
    NATIONAL MS SOCIETY
    465 WAVERLY OAKS RD STE 202
    WALTHAM,MA02452     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 212
    NEW YORK PHILHARMONIC
    10 LINCOLN CENTER PLAZA
    NEW YORK,NY10023     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 3,500
    PEDIATRIC BRAIN TUMOR FOUNDATION
    6065 ROSWELL ROAD NE SUITE 505
    ATLANTA,GA30328     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 519
    S-ANON ORGANIZATION
    PO BOX 17294
    NASHVILLE,TN37217     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 530
    THE HUNTER COLLEGE FUND
    695 PARK AVENUE SUITE E1313
    NEW YORK,NY10065     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 2,750
    THE WHITNEY
    99 GANSEVOORT STREET
    NEW YORK,NY10014     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 126
    URJ
    633 3RD AVE FL 7
    NEW YORK,NY10017     		NO RELATIONSHIP 501(C)(3) ORGANIZATI FOR UNRESTRICTED USE. 250
    Total .................................bullet 3a 651,240
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 53,440  
    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 ............     		    18 181,042  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 309,492 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    309,492
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE PESKY FAMILY FOUNDATION INC
    C/O BA HARRIS LLP
    Employer identification number

    22-3008373
    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
    THE PESKY FAMILY FOUNDATION INC
    C/O BA HARRIS LLP         		Employer identification number
    22-3008373
    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
    BERNICE STERN ESTATE
     
    1430 BROADWAY 8TH FL
     
    NEW YORK, NY10018

    		$ 54,959


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    BERNICE STERN TRUST POST DEATH
     
    1430 BROADWAY 8TH FL
     
    NEW YORK, NY10018

    		$ 75,306


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE PESKY FAMILY FOUNDATION INC
    C/O BA HARRIS LLP         		Employer identification number

    22-3008373
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    THE PESKY FAMILY FOUNDATION INC
    C/O BA HARRIS LLP         		Employer identification number

    22-3008373
    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:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,364 17,364   0

    TY 2021 DistributionFromCorpusElection
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Election:
    ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS:PURSUANT TO TREAS. REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT OUT OF CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S EXCESS QUALIFYING DISTRIBUTIONS THAT WERE TREATED AS OUT OF CORPUS DISTRIBUTIONS UNDER TREAS. REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR YEARS.TAX YEAR 2016 $104,555TAX YEAR 2017 $ 70,445TOTAL $175,000SIGNED BY ALAN D. PESKY, PRESIDENT 8/1/2023 (SIGNATURE PAGE AVAIL UPON REQUEST AS THERE IS NO ABILTIY TO ATTACHED AS PDF TO THIS E-FILED RETURN)

    TY 2021 GeneralExplanationAttachment
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Identifier Return Reference Explanation
    IRC SEC 4942(G)(3) REDISTRIBUTION 990-PF, PART XII, LINE 7 THE PESKY FAMILY FOUNDATION, INC.990-PF SUPPLEMENTARY STATEMENTPART XII, LINE 7THE FOLLOWING AMOUNTS REPRESENT THE QUALIFYING DISTRIBUTIONS MADE TO THE PESKY FAMILY FOUNDATION BY CERTAIN IRC 501(C)(3) ORGANIZATION AS DESCRIBED IN IRC 4942(G)(3) AND THE SUBSEQUENT OUT OF CORPUS DISTRIBUTIONS IN SATISFACTION OF REDISTRIBUTION UNDER TREAS. REG 53.4942(A)-3(C)(2).BERNICE AND MILTON STERN FOUNDATIONAMOUNT RECEIVED DURING FISCAL YEAR ENDED 10/31/2021 $175,000AMOUNT DISTRIBUTED BY FISCAL YEAR ENDED 10/31/22 ($175,000) - SEE PART XII LINE 7REMAINING 10/31/21 AMOUNT TO BE DISTRIBUTED $ 0ELECTION TO TREAT UNUSED PRIOR YEAR CORPUS DISTRIBUTIONS AS CURRENT YEAR CORPUS DISTRIBUTIONS:PURSUANT TO TREAS. REG. 53.4942(A)-3(C)(2)(IV), THE ABOVE REFERENCED FOUNDATION HEREBY ELECTS TO TREAT, AS A CURRENT OUT OF CORPUS DISTRIBUTION, THE FOLLOWING UNUSED PRIOR TAX YEAR'S EXCESS QUALIFYING DISTRIBUTIONS THAT WERE TREATED AS OUT OF CORPUS DISTRIBUTIONS UNDER TREAS. REG. 53.4942(A)-3(D)(1)(III) IN SUCH PRIOR YEARS.TAX YEAR 2016 $104,555TAX YEAR 2017 $ 70,445TOTAL $175,000SIGNED BY ALAN D. PESKY, PRESIDENT 8/1/2023 (SIGNATURE PAGE AVAIL UPON REQUEST AS THERE IS NO ABILTY TO ATTACH AS PDF TO THIS E-FILED RETURN)

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CHARLES SCHWAB MANAGED ACCT #9369-9737 482,533 417,754

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Name of Stock End of Year Book Value End of Year Fair Market Value
    IDAHO FIRST BANK 74,992 10,030
    CHARLES SCHWAB MANAGED ACCT #5083-5458 505,959 589,702
    CHARLES SCHWAB MANAGED ACCT #6352-0252 818,248 685,792

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

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


    134,274
    State & Local Government Securities - End of Year Fair Market Value:


    111,998


    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESTMENTS IN LIMITED PARTNERSHIPS AT COST 3,002,281 3,002,281
    CHARLES SCHWAB MANAGED ACCT #6352-0252 AT COST 29,838 19,593
    INVESTMENT IN STARWOOD REIT AT COST 510,322 510,322
    INVESTMENT IN LENDABLE OPPORTUNITIES FUND AT COST 500,000 500,000

    TY 2021 LegalFeesSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 300 300   0


    TY 2021 OtherAssetsSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    TAX REFUND RECEIVABLE 6,260 0  


    TY 2021 OtherDecreasesSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Description Amount
    NON DEDUCTIBLES 518
    BOOK TO TAX ADJUSTMENT 69,784


    TY 2021 OtherExpensesSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CUSTODIAL FEES 72,530 72,530   0
    K-1 ROYALTY DEDUCTIONS 8 8   0
    K-1 PORTFOLIO DEDUCTIONS 43,467 43,467   0
    K-1 OTHER DEDUCTIONS 578 578   0
    OFFICE EXPENSES 3,710 3,710   0
    MISCELLANEOUS 1,215 1,215   0
    K-1 RENTAL LOSS 63,836 63,836   0
    NY FILING FEES 250 250   0
    K-1 CONTRIBUTIONS 110 110   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 ROYALTY INCOME 29 29 29
    K-1 OTHER PORTFOLIO INC. 14,662 14,662 14,662
    K-1 ORDINARY INCOME 5,228 5,228 5,228
    K-1 TAX EXEMPT INCOME 1,117 1,117 1,117


    TY 2021 OtherLiabilitiesSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Description Beginning of Year - Book Value End of Year - Book Value
    EMPLOYEE PAYABLES 5 0
    OTHER PAYABLE 0 2,500


    TY 2021 TaxesSchedule
    Name:
    THE PESKY FAMILY FOUNDATION INC
     
    C/O BA HARRIS LLP
    EIN:
    22-3008373
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,647 3,647   0
    PAYROLL TAXES 2,788 2,788   0
    FEDERAL TAX 16,287 16,287   0