Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
REHM FAMILY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)7116 SE GREENVIEW PLACE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
HOBE SOUND, FL33455
A Employer identification number

42-1464826
B Telephone number (see instructions)

(515) 245-3737
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$567,522J 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) 4,050
2 Check bullet.............
3 Interest on savings and temporary cash investments 9 9  
4 Dividends and interest from securities... 12,195 12,195  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 38,962
b Gross sales price for all assets on line 6a 202,083
7 Capital gain net income (from Part IV, line 2)... 38,962
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 1,537   1,537
12 Total. Add lines 1 through 11........ 56,753 51,166 1,537
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 4,050 2,025   2,025
c Other professional fees (attach schedule).... Click to see attachment 4,017 4,017    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,537      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 9,604 6,042   2,025
25 Contributions, gifts, grants paid....... 124,000 124,000
26 Total expenses and disbursements. Add lines 24 and 25 133,604 6,042   126,025
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -76,851
b Net investment income (if negative, enter -0-) 45,124
c Adjusted net income (if negative, enter -0-)... 1,537
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............. 17,270 9,270 9,270
2 Savings and temporary cash investments......... 15,210 23,681 23,681
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 162,688 Click to see attachment156,046 206,901
c Investments—corporate bonds (attach schedule)....... 130,244 Click to see attachment130,244 112,146
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 258,788 Click to see attachment188,108 215,524
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 584,200 507,349 567,522
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 584,200 507,349
29 Total net assets or fund balances (see instructions)..... 584,200 507,349
30 Total liabilities and net assets/fund balances (see instructions). 584,200 507,349
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
584,200
2
Enter amount from Part I, line 27a .....................
2
-76,851
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
507,349
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
507,349
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 ACCENTURE PLC IRELAND SHS CL A P 2021-12-20 2022-03-17
b CHARTER COMMUNICATIONS INC-A P 2021-12-20 2022-04-29
c HOME DEPOT INC USD 0.05 P 2021-02-03 2021-07-06
d PROCTER & GAMBLE CO COM P 2022-02-07 2022-05-18
e TRADE DESK INC/THE P 2021-06-14 2022-06-13
AMERICAN INTERNATIONAL GROUP P 2019-11-08 2021-11-24
BOSTON SCIENTIFIC CORP COM P 2019-01-17 2022-04-08
CONSTELLATION ENERGY CORP P 2018-03-19 2022-04-08
HOME DEPOT INC USD 0.05 P 2017-11-17 2021-08-17
MEDTRONIC PLC P 2019-08-16 2021-12-20
PAYPAL HOLDINGS INC P 2019-04-10 2022-02-02
SQUARE INC - A P 2019-04-10 2021-08-11
ACCENTURE PLC IRELAND SHS CL A P 2021-10-26 2022-03-17
COCA-COLA CO USD P 2020-11-11 2021-11-05
HOME DEPOT INC USD 0.05 P 2021-01-15 2021-07-06
PROLOGIS INC P 2022-04-07 2022-06-03
VALERO ENERGY CORP NEW P 2021-02-25 2021-08-11
APPLE COMPUTER INC COM P 2019-08-01 2021-09-20
BOSTON SCIENTIFIC CORP COM P 2019-01-24 2022-04-08
CONSTELLATION ENERGY CORP P 2021-03-16 2022-04-08
HOME DEPOT INC USD 0.05 P 2017-11-17 2022-02-25
MEDTRONIC PLC P 2020-04-15 2021-12-20
PAYPAL HOLDINGS INC P 2019-09-17 2022-06-10
SQUARE INC - A P 2019-05-02 2022-05-06
ADOBE SYS INC COM P 2021-06-14 2022-01-05
COMCAST CORP NEW CL A P 2021-03-08 2021-10-11
LIVE NATION INC P 2021-12-20 2022-06-03
PULTE GROUP INC P 2021-09-27 2022-01-27
VALERO ENERGY CORP NEW P 2021-10-11 2022-06-03
APPLE COMPUTER INC COM P 2019-08-01 2021-10-25
BOSTON SCIENTIFIC CORP COM P 2020-04-15 2022-04-08
CSX CORP COM P 2018-03-19 2022-02-09
ILLINOIS TOOL WORKS INC COM P 2018-03-19 2022-02-09
MEDTRONIC PLC P 2018-05-31 2022-02-02
PHILIP MORRIS INTERNATIONAL P 2018-03-19 2021-07-30
SQUARE INC - A P 2019-05-02 2022-05-11
ADVANCED MICRO DEVICES INC P 2021-09-30 2021-11-05
COMCAST CORP NEW CL A P 2021-03-05 2021-11-26
MASTERCARD INC P 2021-11-19 2022-04-12
PULTE GROUP INC P 2021-11-05 2022-01-27
VISA INC P 2020-08-03 2021-07-29
APPLE COMPUTER INC COM P 2019-08-01 2022-05-12
BOSTON SCIENTIFIC CORP COM P 2020-07-17 2022-04-08
DISNEY (WALT) COMPANY HOLDING CO. P 2005-10-25 2021-10-18
INTUIT INC COM P 2020-02-19 2022-02-22
MICRON TECHNOLOGY P 2020-02-03 2021-08-11
PHILIP MORRIS INTERNATIONAL P 2018-03-19 2021-10-05
TEXAS INSTRUMENTS INC P 2020-06-04 2021-09-30
AIR PRODUCTS AND CHEMICALS INC COMMO P 2021-03-11 2022-01-14
CONSTELLATION ENERGY CORP P 2021-03-16 2022-02-17
MEDTRONIC PLC P 2021-05-14 2021-11-05
PULTE GROUP INC P 2021-09-27 2022-02-07
ZOETIS INC P 2022-04-08 2022-06-17
APPLE COMPUTER INC COM P 2019-08-01 2022-05-19
BRISTOL MYERS SQUIBB CO COM P 2018-03-19 2021-09-20
EATON CORP PLC P 2020-10-07 2021-11-24
INTUIT INC COM P 2019-11-15 2022-05-06
MICROSOFT CORP COM P 2019-09-30 2021-12-20
PHILIP MORRIS INTERNATIONAL P 2018-10-02 2021-10-05
TEXAS INSTRUMENTS INC P 2020-06-04 2021-10-13
AIR PRODUCTS AND CHEMICALS INC COMMO P 2021-02-04 2022-01-14
COSTCO WHSL CORP NEW P 2021-10-18 2022-05-18
MEDTRONIC PLC P 2021-03-05 2021-11-15
ROYAL CARIBBEAN CRUISES LTD P 2021-07-30 2022-06-07
ADOBE SYS INC COM P 2018-03-19 2022-01-05
APPLE COMPUTER INC COM P 2016-07-19 2022-05-19
BRISTOL MYERS SQUIBB CO COM P 2019-09-30 2021-09-20
F M C CORP COM NEW P 2020-07-15 2021-08-05
ISHARES S&P MIDCAP 400 GROWTH INDEX P 2017-01-06 2022-04-25
MICROSOFT CORP COM P 2019-09-13 2021-12-20
PHILIP MORRIS INTERNATIONAL P 2018-10-02 2021-12-03
TEXAS INSTRUMENTS INC P 2020-05-26 2021-10-13
APPLE COMPUTER INC COM P 2022-02-03 2022-05-12
COSTCO WHSL CORP NEW P 2021-10-18 2022-05-18
MEDTRONIC PLC P 2021-05-14 2021-11-15
ROYAL CARIBBEAN CRUISES LTD P 2021-11-26 2022-06-07
ADOBE SYS INC COM P 2018-03-19 2022-02-18
ATLASSIAN CORP PLC-CLASS A P 2018-04-20 2022-05-17
CHARTER COMMUNICATIONS INC-A P 2020-02-03 2022-04-29
FACEBOOK INC P 2018-03-19 2021-09-30
ISHARES S&P MIDCAP 400 GROWTH INDEX P 2016-10-14 2022-04-25
MICROSOFT CORP COM P 2019-10-03 2022-06-03
PHILIP MORRIS INTERNATIONAL P 2019-10-21 2021-12-03
TEXAS INSTRUMENTS INC P 2020-05-26 2021-10-27
APPLE COMPUTER INC COM P 2022-03-17 2022-05-12
COSTCO WHSL CORP NEW P 2021-06-23 2022-05-18
NETFLIX COM INC P 2021-06-24 2022-04-20
ROYAL CARIBBEAN CRUISES LTD P 2021-08-04 2022-06-07
ADOBE SYS INC COM P 2018-03-19 2022-05-06
ATLASSIAN CORP PLC-CLASS A P 2018-04-20 2022-06-13
CHEVRONTEXACO CORP P 2019-09-30 2022-01-31
FACEBOOK INC P 2019-09-30 2021-09-30
J P MORGAN CHASE & CO P 2019-01-24 2021-07-16
MICROSOFT CORP COM P 2019-09-13 2022-06-03
PROCTER & GAMBLE CO COM P 2019-01-17 2021-09-27
TEXAS INSTRUMENTS INC P 2019-01-24 2021-10-27
APPLE COMPUTER INC COM P 2022-03-17 2022-05-12
CROWDSTRIKE HOLDINGS INC - A P 2021-09-20 2022-05-12
NIKE INC CL B P 2021-10-05 2021-11-26
SEMPRA ENERGY P 2021-03-16 2021-10-07
AIR PRODUCTS AND CHEMICALS INC COMMO P 2020-01-10 2022-01-14
BANK AMER CORP P 2018-03-19 2021-07-16
CHEVRONTEXACO CORP P 2019-01-18 2022-01-31
FACEBOOK INC P 2019-01-24 2021-09-30
J P MORGAN CHASE & CO P 2019-07-18 2021-07-16
MONDELEZ INTERNATIONAL INC P 2018-05-04 2021-08-04
PROCTER & GAMBLE CO COM P 2018-12-06 2021-09-27
TEXAS INSTRUMENTS INC P 2019-01-24 2022-01-20
ATLASSIAN CORP PLC-CLASS A P 2021-06-14 2022-05-12
CROWDSTRIKE HOLDINGS INC - A P 2021-09-20 2022-05-12
PAYPAL HOLDINGS INC P 2021-07-29 2022-02-02
SIMON PPTY GROUP INC NEW P 2021-05-27 2022-03-17
AIR PRODUCTS AND CHEMICALS INC COMMO P 2020-03-30 2022-01-14
BANK AMER CORP P 2018-03-19 2022-04-12
CHEVRONTEXACO CORP P 2018-03-19 2022-01-31
FACEBOOK INC P 2019-01-24 2021-10-27
LUMENTUM HOLDINGS INC P 2020-02-28 2021-10-25
MONDELEZ INTERNATIONAL INC P 2018-03-19 2021-08-04
SALESFORCE COM INC P 2018-03-19 2021-12-20
TRANE TECHNOLOGIES PLC P 2018-03-19 2021-11-24
ATLASSIAN CORP PLC-CLASS A P 2021-06-14 2022-05-12
DATADOG INC P 2021-10-13 2022-05-03
PAYPAL HOLDINGS INC P 2021-04-06 2022-02-02
SIMON PPTY GROUP INC NEW P 2021-05-27 2022-03-18
AIR PRODUCTS AND CHEMICALS INC COMMO P 2020-03-25 2022-01-18
BNYM DIVERSIFIED INTL-Y P 2018-03-22 2022-04-25
COCA-COLA CO USD P 2019-09-11 2021-08-27
FACEBOOK INC P 2018-12-12 2021-10-27
LUMENTUM HOLDINGS INC P 2020-02-28 2021-10-26
NETFLIX COM INC P 2021-04-16 2022-04-20
SEMPRA ENERGY P 2020-01-31 2021-10-07
TRANE TECHNOLOGIES PLC P 2018-03-19 2022-02-09
ATLASSIAN CORP PLC-CLASS A P 2021-05-26 2022-05-12
GENERAL MOTORS CO P 2021-07-06 2022-03-17
PAYPAL HOLDINGS INC P 2022-04-12 2022-06-10
SQUARE INC - A P 2022-02-02 2022-05-06
AMAZON COM INC P 2018-03-19 2022-05-03
BNYM RESEARCH GROWTH-Y P 2018-03-29 2022-04-21
COCA-COLA CO USD P 2019-10-21 2021-08-27
FACEBOOK INC P 2018-12-03 2022-02-03
LUMENTUM HOLDINGS INC P 2020-02-28 2021-10-27
NETFLIX COM INC P 2018-09-07 2022-04-20
SIMON PPTY GROUP INC NEW P 2021-03-15 2022-03-18
VALERO ENERGY CORP NEW P 2018-03-19 2021-08-11
ATLASSIAN CORP PLC-CLASS A P 2021-05-26 2022-05-17
GENERAL MOTORS CO P 2021-05-07 2022-03-17
PIONEER NAT RES CO P 2022-01-31 2022-04-08
SQUARE INC - A P 2021-11-19 2022-05-06
AMAZON COM INC P 2018-03-19 2022-06-08
BNYM RESEARCH GROWTH-Y P 2018-03-20 2022-04-21
COMCAST CORP NEW CL A P 2017-03-29 2021-12-20
FACEBOOK INC P 2018-12-12 2022-02-03
MEDTRONIC PLC P 2020-01-23 2021-11-15
NETFLIX COM INC P 2019-01-24 2022-04-20
SIMON PPTY GROUP INC NEW P 2021-03-15 2022-04-07
VISA INC P 2020-06-11 2021-07-29
BOSTON SCIENTIFIC CORP COM P 2021-06-01 2021-11-05
GENERAL MOTORS CO P 2021-04-29 2022-03-17
PROCTER & GAMBLE CO COM P 2022-02-02 2022-05-17
TESLA MOTORS INC P 2021-08-27 2022-02-25
AMAZON COM INC P 2018-03-19 2022-06-10
BNYM SEL MGR S/C VAL-Y P 2018-03-22 2022-04-21
COMCAST CORP NEW CL A P 2018-10-15 2021-12-20
HOME DEPOT INC USD 0.05 P 2019-01-24 2021-08-17
MEDTRONIC PLC P 2019-09-30 2021-11-23
NETFLIX COM INC P 2020-08-03 2022-04-20
SKYWORKS SOLUTIONS INC P 2020-07-16 2022-02-25
VISA INC P 2018-03-19 2021-11-19
CHARTER COMMUNICATIONS INC-A P 2021-10-18 2022-04-29
GENERAL MOTORS CO P 2021-04-20 2022-03-17
PROCTER & GAMBLE CO COM P 2022-02-02 2022-05-18
TRADE DESK INC/THE P 2021-11-05 2022-03-30
AMAZON COM INC P 2018-03-19 2022-06-22
BNYM SELECT MGR S/C GRW-Y P 2018-03-22 2022-04-21
COMCAST CORP NEW CL A P 2018-07-13 2021-12-20
HOME DEPOT INC USD 0.05 P 2020-01-13 2021-08-17
MEDTRONIC PLC P 2019-08-16 2021-11-23
NIKE INC CL B P 2017-11-17 2021-08-19
SKYWORKS SOLUTIONS INC P 2020-09-09 2022-02-25
(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 637   772 -135
b 420   650 -230
c 319   274 45
d 730   805 -75
e 451   606 -155
580   558 22
1,346   1,110 236
639   324 315
639   335 304
497   513 -16
398   322 76
271   75 196
637   715 -78
568   542 26
638   549 89
767   1,014 -247
198   235 -37
855   326 529
449   374 75
192   110 82
929   503 426
199   195 4
79   107 -28
96   68 28
523   558 -35
1,058   1,103 -45
953   1,060 -107
502   483 19
134   79 55
892   326 566
449   348 101
346   190 156
453   341 112
1,031   864 167
1,296   1,336 -40
668   609 59
831   619 212
511   544 -33
697   689 8
1,004   1,010 -6
746   574 172
566   217 349
449   376 73
1,707   232 1,475
963   611 352
743   538 205
385   411 -26
771   513 258
582   551 31
16   12 4
619   627 -8
975   966 9
1,120   1,404 -284
138   54 84
604   666 -62
1,025   640 385
803   530 273
318   138 180
578   501 77
1,124   770 354
582   517 65
432   459 -27
237   232 5
563   770 -207
1,046   447 599
964   175 789
1,207   1,009 198
561   643 -82
7,305   4,615 2,690
637   275 362
354   334 20
187   117 70
280   349 -69
428   459 -31
237   251 -14
563   692 -129
444   224 220
522   174 348
420   536 -116
1,701   880 821
21,916   12,860 9,056
1,347   682 665
884   815 69
557   352 205
280   321 -41
428   392 36
440   1,032 -592
563   717 -154
795   447 348
671   232 439
263   239 24
680   354 326
153   103 50
539   275 264
1,418   913 505
372   204 168
424   481 -57
137   256 -119
505   452 53
252   262 -10
582   469 113
383   321 62
789   685 104
680   292 388
458   345 113
618   392 226
142   92 50
1,066   612 454
332   500 -168
139   256 -117
265   574 -309
395   385 10
1,164   823 341
784   643 141
789   687 102
2,522   1,168 1,354
164   153 11
618   430 188
1,486   750 736
1,171   414 757
165   250 -85
1,029   1,395 -366
398   761 -363
391   385 6
572   400 172
10,000   10,280 -280
556   548 8
315   146 169
325   305 20
440   1,090 -650
1,384   1,761 -377
809   345 464
166   231 -65
432   576 -144
710   1,002 -292
578   686 -108
2,490   1,548 942
8,537   7,500 1,037
556   542 14
474   286 188
324   305 19
220   353 -133
782   725 57
1,120   1,586 -466
174   231 -57
432   589 -157
1,016   875 141
289   686 -397
972   619 353
10,145   9,277 868
241   186 55
237   146 91
237   241 -4
220   327 -107
1,001   966 35
497   383 114
867   861 6
432   562 -130
618   651 -33
802   710 92
547   387 160
12,963   13,069 -106
481   354 127
320   177 143
453   431 22
220   498 -278
1,108   1,052 56
5,233   3,231 2,002
420   706 -286
432   553 -121
438   488 -50
731   695 36
661   464 197
11,651   13,081 -1,430
481   351 130
320   223 97
340   308 32
992   353 639
277   274 3
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       -135
b       -230
c       45
d       -75
e       -155
      22
      236
      315
      304
      -16
      76
      196
      -78
      26
      89
      -247
      -37
      529
      75
      82
      426
      4
      -28
      28
      -35
      -45
      -107
      19
      55
      566
      101
      156
      112
      167
      -40
      59
      212
      -33
      8
      -6
      172
      349
      73
      1,475
      352
      205
      -26
      258
      31
      4
      -8
      9
      -284
      84
      -62
      385
      273
      180
      77
      354
      65
      -27
      5
      -207
      599
      789
      198
      -82
      2,690
      362
      20
      70
      -69
      -31
      -14
      -129
      220
      348
      -116
      821
      9,056
      665
      69
      205
      -41
      36
      -592
      -154
      348
      439
      24
      326
      50
      264
      505
      168
      -57
      -119
      53
      -10
      113
      62
      104
      388
      113
      226
      50
      454
      -168
      -117
      -309
      10
      341
      141
      102
      1,354
      11
      188
      736
      757
      -85
      -366
      -363
      6
      172
      -280
      8
      169
      20
      -650
      -377
      464
      -65
      -144
      -292
      -108
      942
      1,037
      14
      188
      19
      -133
      57
      -466
      -57
      -157
      141
      -397
      353
      868
      55
      91
      -4
      -107
      35
      114
      6
      -130
      -33
      92
      160
      -106
      127
      143
      22
      -278
      56
      2,002
      -286
      -121
      -50
      36
      197
      -1,430
      130
      97
      32
      639
      3
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 38,962
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 -5,053
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  
3 Add lines 1 and 2........................... 3 627
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 627
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,537
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,537
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 10 910
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet910 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    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 ofbulletJACK REHM Telephone no.bullet (515) 245-3737

    Located atbullet7116 SE GREENVIEW PLACEHOBE SOUNDFL ZIP+4bullet33455
    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
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JACK REHM TRUSTEE
    000.00     		0 0 0
    7116 SE GREENVIEW PLACE
    HOBE SOUND,FL33455
    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  
    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.............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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    707,343
    b
    Average of monthly cash balances.......................
    1b
    40,612
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    747,955
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    747,955
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    11,219
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    736,736
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    36,837
    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
    36,837
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    627
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    627
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    36,210
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    36,210
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    36,210
    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 36,210
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 38,120
    b From 2017...... 66,885
    c From 2018...... 75,219
    d From 2019...... 41,054
    e From 2020...... 16,477
    f Total of lines 3a through e ........ 237,755
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 126,025
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2021 distributable amount..... 36,210
    e Remaining amount distributed out of corpus 89,815
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 327,570
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		38,120
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		289,450
    10 Analysis of line 9:
    a Excess from 2017.... 66,885
    b Excess from 2018.... 75,219
    c Excess from 2019.... 41,054
    d Excess from 2020.... 16,477
    e Excess from 2021.... 89,815
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    DARTMOUTH COLLEGE
    6066 DEVELOPMENT OFFICE
    HANOVER,NH03755     		NONE CHARITY EDUCATIONAL SUPPORT 500
    DIOCESE OF PALM BEACH
    9995 N MILITARY TRL
    PALM BEACH GARDENS,FL33410     		NONE CHARITY GENERAL SUPPORT 5,000
    FENWICK IMPROVEMENT FUND
    580 MAPLE AVENUE
    OLD SAYBROOK,CT06475     		NONE CHARITY GENERAL SUPPORT 15,000
    HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 2,500
    HOLY CHILD SCHOOL
    136 OLD STONE BRIDGE ROAD
    COS COB,CT06807     		NONE CHARITY EDUCATIONAL SUPPORT 750
    HOLY CROSS COLLEGE
    ONE COLLEGE ST
    WORCESTER,MA01610     		NONE CHARITY EDUCATIONAL SUPPORT 60,000
    LOBLOLLY FOUNDATION
    7407 SE HILL TERRACE
    HOBE SOUND,FL33455     		NONE CHARITY COMMUNITY SUPPORT 7,500
    MEALS ON WHEELS - MARTIN COUNTY
    900 SE SALERNO RD
    STUART,FL34997     		NONE CHARITY GENERAL SUPPORT 350
    MEMORIAL SLOAN KETTERING
    1275 YORK AVENUE
    NEW YORK,NY10065     		NONE CHARITY CANCER RESEARCH 750
    POMFRET SCHOOL
    398 POMFRET STREET
    PO BOX 128
    POMFRET,CT06258     		NONE CHARITY EDUCATIONAL SUPPORT 1,000
    ST CHRISTOPHER'S CHURCH
    12001 SE FEDERAL HIGHWAY
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 1,500
    DUNBAR CENTER
    12100 SE LANTANA AVE
    HOBE SOUND,FL33455     		NONE CHARITY GENERAL SUPPORT 400
    COVENANT HOUSE
    461 EIGHTH AVENUE
    NEW YORK,NY10001     		NONE CHARITY GENERAL SUPPORT 500
    UNIVERSITY OF MASSACHUSETTS MED FUN
    5 LAKE AVENUE N
    WORCESTER,MA01605     		NONE CHARITY GENERAL SUPPORT 18,000
    ST JOHN'S SCHOOL
    348 EAST 55TH STREET
    NEW YORK,NY10022     		NONE CHARITY GENERAL SUPPORT 250
    CLEVELAND CLINIC
    9500 EUCLID AVE
    CLEVELAND,OH44195     		NONE CHARITY GENERAL SUPPORT 10,000
    Total .................................bullet 3a 124,000
    bApproved for future payment
    Total .................................bullet 3b  
    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 9  
    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 38,962  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    41 1,537  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   52,703  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    52,703
    (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

    TY 2021 AccountingFeesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 4,050 2,025   2,025

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES BARCLAYS AGGREGATE BOND FUND 106,001 91,512
    BNY MELLON HIGH YIELD FUND 12,000 9,900
    BNY MELLON FLOATING RATE INCOME 12,243 10,734

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 3,645 3,803
    ABBVIE INC 1,826 3,523
    ACCENTURE PLC 1,777 1,388
    ADOBE SYSTMS INC.    
    ADVANCED MICRO DEVICES INC. 734 2,371
    AIR PRODUCTS & CHEMICALS INC    
    ALPHABET INC CL C 4,449 8,717
    ALTRIA GROUP INC 3,327 2,506
    AMAZON.COM INC. 3,173 4,355
    AMERICAN INTERNATIONAL GROUP 2,671 3,579
    AMERICAN TOWER CORPORATION 2,220 2,811
    AMERIPRISE FINANCIAL INC 2,758 2,852
    APPLE INC 1,324 7,246
    ATLASSIAN CORPORATION PLC    
    AT&T INC 1,410 1,467
    BAKER HUGHES 3,198 2,598
    BANK OF AMERICA CORPORATION 1,259 1,245
    BOSTON SCIENTIFIC CORPORATION    
    BRISTOL-MYERS SQUIBB COMPANY    
    BROADCOM INC 2,859 2,429
    CME GROUP INC 2,901 3,275
    C S X CORP 2,088 3,197
    CELANESE CORP 1,467 2,705
    CENTENE CORP DEL 2,516 3,384
    CHARTER COMMUNICATINS INC    
    CHEVRON CORPORATION 2,031 2,606
    COCA-COLA CO 4,071 4,404
    COMCAST CORP CLASS A 1,341 2,396
    COSTCO WHOLESALE CORP    
    CVS CORP 2,044 2,780
    CROWDSTRIKE HOLDINGS INC 1,480 1,854
    DANAHER CORP 2,869 3,042
    DEERE AND COMPANY 1,622 2,995
    DUPONT DE NEMOURS INC 3,355 2,223
    EATON CORP PLC 1,000 2,520
    EQUINIX INC 1,545 1,971
    EXELON CORP 2,095 2,719
    F M C CORP    
    FACEBOOK INC.    
    GENERAL MOTORS    
    HOME DEPOT INC 670 1,097
    HONEYWELL INTL INC. 2,912 3,476
    HORIZON THERAPEUTICS PUBLIC LTD 1,500 1,595
    ILLINOIS TOOL WORKS INC 2,672 2,916
    INTUIT    
    JP MORGAN CHASE & CO 1,566 3,604
    K L A - TENCOR CORP 2,447 3,510
    ESTEE LAUDER COMPANIES CLASS A 2,907 2,547
    LAS VEGAS SANDS CORP 1,415 1,344
    LILLY ELI & CO 2,367 3,891
    LIVE NATION INC 1,931 1,817
    LUMENTUM HOLDINGS INC    
    MARRIOTT INTERNATIONAL INC 1,341 1,224
    MASTERCARD INC 4,456 4,101
    MCDONALD'S CORPORATION 487 494
    MEDTRONIC, PLC    
    META PLATFORMS INC 2,369 2,258
    MICRON TECHNOLOGY INC. 2,352 3,317
    MICROSOFT CORP 4,246 13,098
    MONDELEZ INTERNATIONAL    
    NETFLIX COM INC    
    NEXTERA ENERGY INC. 1,290 1,704
    NIKE INC 1,185 1,737
    NVIDIA CORP 2,118 4,093
    PAYPAL HOLDINGS, INC. 1,376 908
    PFIZER INC. 2,744 3,146
    PHILIP MORRIS INTERNATIONAL INC.    
    PIONEER NATURAL RESOURCES COMPANY 4,215 5,577
    PROCTER & GAMBLE CO 1,990 1,869
    PUBLIC SVC ENTERPRISE GROUP INC 2,784 2,531
    RAYTHEON TECHNOLOGIES CORP 4,006 4,806
    S & P GLOBAL INC. 2,423 3,371
    SALESFORCE.COM INC.    
    SEAGATE TECHNOLOGY HOLDINGS 3,276 2,143
    SEMPRA ENERGY    
    SIMON PROPERTY GROUP INC REIT    
    SKYWORKS SOLUTIONS INC    
    SQUARE INC.    
    SYNCHRONY FINANCIAL 2,368 2,486
    T-MOBILE US, INC. 4,101 4,978
    TELSA MOTORS INC 4,238 3,367
    TEXAS INSTRUMENTS INC    
    THE TRADE DESK, INC 1,023 1,257
    THERMO FISHER SCIENTIFIC 1,039 2,173
    TRANE TECHNOLOGIES PUBLIC LTD CO 758 1,429
    TRUIST FINL CORP 2,167 2,419
    UNITEDHEALTH GROUP INC 3,565 7,704
    VALERO ENERGY CORP 2,200 2,976
    VISA INC    
    VOYA FINANCIAL INC 2,487 2,977
    WALT DISNEY CO    

    TY 2021 InvestmentsOtherSchedule2
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ISHARES S&P MID-CAP 400 GROWTH AT COST 6,001 8,922
    ISHARES S&P MID-CAP 400 VALUE AT COST 25,734 35,876
    VANGUARD FTSE EMERGING MARKETS ETF AT COST 27,873 31,238
    ISHARES S&P SMALLCAP 600 AT COST 14,806 21,254
    ISHARES CORE MSCI EAFE ETF AT COST 38,455 33,839
    ISHARES FTSE DEVELOPED REIT AT COST 4,624 3,478
    BNY MELLON RESEARCH GROWTH FUND AT COST    
    BNY MELLON SELECT MANAGERS SMALL CAP AT COST    
    BNY MELLON SELECT GROWTH FUND AT COST    
    BNY MELLON DIVERSIFIED INTERNATIONAL AT COST 18,692 16,461
    ISHARES S&P 500 INDEX FUND AT COST 51,923 64,456

    TY 2021 OtherIncomeSchedule2
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 1,537   1,537


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADMINISTRATION FEES 4,017 4,017    


    TY 2021 TaxesSchedule
    Name:
    REHM FAMILY FOUNDATION
    EIN:
    42-1464826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX APPLIED 1,537