TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

Do not enter social security numbers on this form as it may be made public.
bullet

Go to www.irs.gov/Form990PF for instructions and the latest information.

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 10-01-2021 , and ending 09-30-2022

Name of foundation
LOUISE D & MORTON J MACKS FAMILY
FOUNDATION INC

Number and street (or P.O. box number if mail is not delivered to street address)4750 OWINGS MILLS BOULEVARD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
OWINGS MILLS, MD21117

A Employer identification number

52-1657510

B Telephone number (see instructions)

(410) 356-9900

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$1,248,758J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)	41,688
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	57,628		57,628
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		76,089
b	Gross sales price for all assets on line 6a 1,041,819
7	Capital gain net income (from Part IV, line 2)...			76,089
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	175,405		133,717	0
13	Compensation of officers, directors, trustees, etc.	0		0	0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......
c	Other professional fees (attach schedule)....		8,559	8,559	0	0
17	Interest...............
18	Taxes (attach schedule) (see instructions)...		1,294	0	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		1,554	0	0	1,554
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	11,407		8,559	0	1,554
25	Contributions, gifts, grants paid.......	315,667				315,667
26	Total expenses and disbursements. Add lines 24 and 25	327,074		8,559	0	317,221
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	-151,669
b	Net investment income (if negative, enter -0-)			125,158
c	Adjusted net income (if negative, enter -0-)...				0

For Paperwork Reduction Act Notice, see instructions.

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

Form 990-PF (2021)

Page 2

Part II		Balance Sheets	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	22,576	4,681	4,681
	2	Savings and temporary cash investments.........	86,080	81,976	81,976
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts
	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).......	1,433,051	1,303,381	1,151,137
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	10,565	10,565	10,862
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )	102	102	102
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,552,374	1,400,705	1,248,758
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........	0	0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,552,374	1,400,705
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	0	0
	29	Total net assets or fund balances (see instructions).....	1,552,374	1,400,705
	30	Total liabilities and net assets/fund balances (see instructions).	1,552,374	1,400,705

Part III

Analysis of Changes in Net Assets or Fund Balances

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

1,552,374

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

-151,669

Other increases not included in line 2 (itemize) bullet

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

1,400,705

Decreases not included in line 2 (itemize) bullet

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

1,400,705

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
1 a	PUBLICLY TRADED SECURITIES	P
b
c
d
e

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,041,819	965,730	76,089
b
c
d
e

Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69			(l) Gains (Col. (h) gain minus col. (k), but not less than -0-) or Losses (from col.(h))
(i) F.M.V. as of 12/31/69	(j) Adjusted basis as of 12/31/69	(k) Excess of col. (i) over col. (j), if any
a			76,089
b
c
d
e

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	76,089
3	Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
	If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0- in Part I, line 8 ...................		3

Form 990-PF (2021)

Page 4

Part V

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

1a	Exempt operating foundations described in section 4940(d)(2), check here and enter “N/A" on line 1.
	Date of ruling or determination letter: (attach copy of letter if necessary–see instructions)
b	All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2	Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-)	2	0
3	Add lines 1 and 2...........................	3	1,740
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	1,740
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	1,160
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	1,160
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	580
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

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

on foundation managers. bullet

$ 0

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

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

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

Yes

Website address bullet

N/A

The books are in care of bullet

GENINE M FIDLER ESQ Telephone no. bullet

(410) 356-9900

Located at bullet

4750 OWINGS MILLS BLVDOWINGS MILLSMD ZIP+4 bullet

21117

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

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

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

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

16 No

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

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required

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

Yes

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

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

1a(1)

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

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

1a(2)

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

1a(3)

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

1a(4)

(5) Transfer any income or assets to a disqualified person (or make any of either available

for the benefit or use of a disqualified person)? ......................

1a(5)

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

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

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

1a(6)

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

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

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

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

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

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

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

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

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

If "Yes," list the years bullet

20, 20, 20, 20

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

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

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

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

20, 20, 20, 20

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

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

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

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

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

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

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

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

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

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

Form 990-PF (2021)

Page 6

Part VI-B

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

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

Yes

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

5a(1)

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

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

5a(2)

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

5a(3)

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

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

5a(4)

Yes

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

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

5a(5)

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

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

Yes

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

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

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

Yes

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
GENINE MACKS FIDLER	PRESIDENT/DIRECTOR 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	PRESIDENT/DIRECTOR 0.00	0	0	0
LAWRENCE M MACKS	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
MARTHA MACKS-KAHN	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	VICE PRESIDENT/DIRECTOR 0.00	0	0	0
JOSH FIDLER	TREASURER/DIRECTOR 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	TREASURER/DIRECTOR 0.00	0	0	0
ELLEN A MACKS	SECRETARY/DIRECTOR 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	SECRETARY/DIRECTOR 0.00	0	0	0
PETER A KAHN	ASSISTANT SECRETARY 0.00	0	0	0
4750 OWINGS MILLS BLVD OWINGS MILLS,MD21117	ASSISTANT SECRETARY 0.00	0	0	0

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


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









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

Form 990-PF (2021)

Page 7

Part VII

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

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

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

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1	THE FOUNDATION AWARDS GRANTS AND CONTRIBUTIONS TO OTHER SECTION 501(C)(3) ORGANIZATIONS. (SEE LIST ATTACHED)	0
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

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


2


All other program-related investments. See instructions.
3

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

Form 990-PF (2021)

Page 8

Part IX

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

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

purposes:

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

1,542,489

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

96,521

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

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

1,639,010

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

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

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

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

1,639,010

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

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

24,585

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

1,614,425

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

80,721

Part X

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

and do not complete this part.)

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

80,721

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

1,740

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

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

1,740

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

78,981

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

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

78,981

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

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

78,981

Part XI

Qualifying Distributions (see instructions)

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

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

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

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

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

Amounts set aside for specific charitable projects that satisfy the:

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

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

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

Form 990-PF (2021)

Page 9

Part XII

Undistributed Income (see instructions)

		(a) Corpus	(b) Years prior to 2020	(c) 2020	(d) 2021
1 Distributable amount for 2021 from Part X, line 7					78,981
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......	105,790
b From 2017......	97,187
c From 2018......	166,214
d From 2019......	50,621
e From 2020......	100,720
f Total of lines 3a through e ........		520,532
4Qualifying distributions for 2021 from Part
XI, line 4: $ 317,221
a Applied to 2020, but not more than line 2a				0
b Applied to undistributed income of prior years (Election required—see instructions).....			0
c Treated as distributions out of corpus (Election required—see instructions)........		0
d Applied to 2021 distributable amount.....					78,981
e Remaining amount distributed out of corpus		238,240
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		758,772
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) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		105,790
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		652,982
10 Analysis of line 9:
a Excess from 2017....	97,187
b Excess from 2018....	166,214
c Excess from 2019....	50,621
d Excess from 2020....	100,720
e Excess from 2021....	238,240

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here bullet

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

aThe name, address, and telephone number or email address of the person to whom applications should be addressed:

bThe form in which applications should be submitted and information and materials they should include:

cAny submission deadlines:

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BALTIMORE SYMPHONY ORCHESTRA 1212 CATHEDRAL STREET BALTIMORE,MD21201	NONE	PC	UNRESTRICTED	2,500
BETH TFILOH COMMUNITY SCHOOL 3300 OLD COURT ROAD BALTIMORE,MD21208	NONE	PC	UNRESTRICTED	5,000
BETH TFILOH CONGREGATION 3300 OLD COURT ROAD BALTIMORE,MD21208	NONE	PC	UNRESTRICTED	150,000
CAPITAL CAMPS 12750 BUCHANAN TRAIL E WAYNESBORO,PA17268	NONE	PC	UNRESTRICTED	5,000
DENVER JEWISH DAY SCHOOL 2450 S WABASH ST DENVER,CO80231	NONE	PC	UNRESTRICTED	5,000
HADASSAH OF GREATER BALTIMORE 3723 OLD COURT ROAD SUITE 205 BALTIMORE,MD21208	NONE	PC	UNRESTRICTED	500
ITINERIS 2050 ROCKROSE AVE BALTIMORE,MD21211	NONE	PC	UNRESTRICTED	5,000
JED FOUNDATION 1140 BROADWAY SUITE 803 NEW YORK,NY10001	NONE	PC	UNRESTRICTED	1,000
JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE 101 W MOUNT ROYAL AVENUE BALTIMORE,MD21201	NONE	NC	UNRESTRICTED	1,000
JOHNS HOPKINS UNIVERSITY 3109 NORTH CHARLES STREET BALTIMORE,MD21218	NONE	PC	PARKINSONS RESEARCH PROJECT	98,667
JOHNS HOPKINS UNIVERSITY 3109 NORTH CHARLES STREET BALTIMORE,MD21218	NONE	PC	LYME DISEASE CLINICAL RESEARCH CENTER	5,000
LIFEBRIDGE HEALTH 2401 WEST BELVEDERE AVENUE BALTIMORE,MD21215	NONE	PC	UNRESTRICTED	5,000
MARYLAND ASSOCIATION FOR PARKINSON SUPPORT PO BOX 450 BROOKLANDVILLE,MD21022	NONE	PC	UNRESTRICTED	5,000
MARYLAND INSTITUTE COLLEGE OF ART 1300 W MT ROYAL AVE BALTIMORE,MD21217	NONE	PC	UNRESTRICTED	6,000
NATIONAL PARKINSON FOUNDATION 200 SE 1ST STREET SUITE 800 MIAMI,FL33131	NONE	PC	UNRESTRICTED	1,000
PRO BONO COUNSELING PROJECT INC 110 WEST ROAD NO 202 TOWSON,MD21204	NONE	PC	UNRESTRICTED	10,000
THE FAMILY TREE 2108 NORTH CHARLES STREET BALTIMORE,MD21218	NONE	PC	UNRESTRICTED	10,000
Total ................................. 3a				315,667

bApproved for future payment

Total ................................. 3b				0

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	76,089
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		133,717	0

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

133,717

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

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

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

Form 990-PF (2021)

Page 13

Part XVI

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

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

Yes

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

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

1a(1)

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

1a(2)

Other transactions:

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

1b(1)

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

1b(2)

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

1b(3)

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

1b(4)

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

1b(5)

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

1b(6)

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

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

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

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

If "Yes," complete the following schedule.

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

Sign Here

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

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

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

LOUISE D & MORTON J MACKS FAMILY
FOUNDATION INC

Employer identification number

52-1657510

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

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

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... 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 LOUISE D & MORTON J MACKS FAMILY FOUNDATION INC

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	MARTHA MACKS CHARITABLE LEAD TRUST 4750 OWINGS MILLS BLVD OWINGS MILLS, MD21117	$ 41,688	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization LOUISE D & MORTON J MACKS FAMILY FOUNDATION INC		Employer identification number 52-1657510

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 LOUISE D & MORTON J MACKS FAMILY FOUNDATION INC			Employer identification number 52-1657510
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.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose 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

(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

(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

(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:

- TIN:

Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

TY 2021 ExpenditureResponsibilityStmt

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Grantee's Name	Grantee's Address	Grant Date	Grant Amount	Grant Purpose	Amount Expended By Grantee	Any Diversion By Grantee?	Dates of Reports By Grantee	Date of Verification	Results of Verification
JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE	101 W MOUNT ROYAL AVENUE BALTIMORE,MD21201	2022-06-15	1,000	CHARITABLE - GENERAL CARE OF OLDER JEWISH CEMETERIES IN THE BALTIMORE AREA.	1,000		JANUARY 26, 2023

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Name of Stock	End of Year Book Value	End of Year Fair Market Value
ABBVIE INC SHS	7,238	6,711
ACTIVISION BLIZZARD INC	1,088	1,264
ADVNCD MICO D INC	3,700	2,408
ALCON SA ACT NOM	869	756
ALIGN TECH INC DEL	2,116	828
ALLEGION PLC SHS	788	628
ALLSTATE CORP DEL COM	1,313	1,494
ALPHABET INC SHS CL C	6,477	4,808
ALPHABET INC SHS CL A	2,296	2,965
ALTRIA GROUP INC	1,336	1,252
AMAZON COM INC	12,197	8,927
AMERICAN INTERNATIONAL GROUP INC	2,304	3,039
AMERICAN TOWER INC	4,128	3,865
AMERISOURCEBERGEN CORP	1,995	2,301
AMN ELEC POWER CO	1,040	1,037
ANALOG DEVICES INC	694	557
APOLLO GLOBAL MGMT LLC	1,655	1,256
APPLE INC	9,806	9,259
APPLIED MATERIAL INC	752	983
ASML HLDG NV NY REG SHS	4,853	3,323
ASTRANZENECA PLC SPND ADR	2,282	2,358
ATLASSIAN CORP PLC	2,886	2,948
AUTOZONE INC NEVADA COM	2,137	4,284
AVANTOR INC	1,442	1,058
AXALTA COATING SYSTEMS	1,426	1,011
BERKSHIRE HATHAWAY INC	3,433	4,005
BLACKSTONE INC	4,385	3,013
BP PLC	3,114	3,198
BRISTOL-MYERS SQUIBB CO	2,168	2,275
CAESARS ENTERTAINMENT	2,520	1,129
CANADIAN NATURAL RES LTD	705	1,537
CAPITAL ONE FINL	1,882	1,198
CARDINAL HEALTH INC OHIO	1,028	1,067
CATERPILLAR INC DEL	1,984	1,641
CENOVUS ENERGY INC	1,146	1,230
CENTENE CORP	2,223	2,412
CENTERPOINT ENTERGY INC	1,076	1,268
CHUBB LTD	1,067	1,273
CIGNA CORP REG SHS	3,738	4,717
CISCO SYSTEMS INC	5,545	4,960
CITIGROUP INC COM	6,180	3,834
COCA-COLA EUROPACIFIC	907	895
COGNIZANT TECH SOLUTNS A	4,231	3,791
COMCAST CORP NEW CL A	3,109	2,170
CONOCOPHILLIPS	3,243	7,164
CONSTELLATION BRANDS INC	1,186	1,837
CORTEVA INC REG SHS	587	1,200
COSTAR GROUP INC	3,351	4,040
CRH PLC	1,266	999
CVS HEALTH CORP	2,572	2,861
DANAHER CORP DEL	5,825	5,682
DEERE CO	6,323	6,344
DENTSPLY SIRONA INC	699	369
DEVON ENERGY CORP	1,480	1,503
DEXCOM INC	2,644	2,255
DOLLAR GENERAL CORP	1,316	1,439
DOMINION ENERGY INC	1,255	1,175
DOVER CORP	592	583
DUPONT DE NEMOURS	2,319	1,814
EATON CORP PLC	1,783	1,467
EDISON INTL CALIF	705	566
EDWARDS LIFESCIENCES CRP	2,249	1,735
ELEVANCE EHEALTH INC	1,982	2,725
EOG RESOURCES INC	658	1,006
EQUITABLE HOLDINGS INC	828	870
EVEREST RE GROUP LTD	1,130	1,050
FID NATIONAL FINL INC	1,271	1,158
FIDELITY NATL INFO SVCS INC	6,347	3,703
FIRSTENERGY CORP	915	814
FLEETCOR TECHNOLOGIS INC	1,472	1,057
FORTIVE CORP	803	758
FOX CORP REG SHS CL A	1,803	1,442
FREEPORT-MCMORAN INC	1,823	1,148
GALLAHER ARTHUR J & CO	641	1,027
GENERAL ELECTRIC	786	805
GENERAL MOTORS CORP	2,336	2,310
GENL DYNAMICS CORP	1,105	1,273
GLOBAL PMTS INC GEORGIA	1,564	1,081
GOLDMAN SACHS GROUP INC	1,590	1,758
HESS CORP	1,447	1,744
HILTON WORLDWIDE	3,504	2,895
HOWMET AEROSPACE INC	1,069	1,361
HUMANA INC	2,184	2,426
ICON PLC	1,080	919
INTERCONTINENTAL	802	723
JOHNSON AND JOHNSON COM	4,391	4,574
JPMORGAN CHASE & CO	7,302	6,270
KEURIG DR PEPPER INC	2,311	2,328
KONINKL PHIL NV SH	3,224	1,231
LABORATORY CP AMER HLDGS	3,119	2,458
LAM RESEARCH CORP	835	1,098
LEAR CORP SHS	1,554	1,197
LEIDOS HOLDINGS INC	2,776	2,537
LKQ CORP	659	943
L3HARRIS TECHNOLOGIES	1,407	1,247
MARATHON PETROLEUM CORP	896	2,086
MASCO CORP	951	840
MASTERCARD INC	9,132	7,109
MATCH GROUP INC	2,608	1,289
MCKESSON CORPORATION	412	1,020
MEDTRONIC PLC SHS	4,306	3,069
META PLATFORMS INC	6,512	3,528
MICROCHIP TECHNOLOGY INC	1,215	1,099
MICRON TECHNOLOGY INC	3,244	2,405
MICROSOFT CORP	15,286	14,440
MOHAWK INDUSTRIES INC	925	730
MONDELEZ INTERNATIONAL	724	603
NEWELL BRANDS INC	1,319	861
NIKE INC CL B	3,269	1,746
NOVARTIS ADR	709	608
NOVO NORDISK A S ADR	706	598
NVIDIA	1,761	1,214
NXP SEMICONDUCTORS N.V.	517	443
OLIN CORP	853	686
OTIS WORLDWIDE CORP REG SH	1,127	1,148
PIONEER NATURAL RES CO	986	1,949
PPG INDUSTRIES INC	1,665	1,328
PROCTOR & GABLE CO	1,870	1,515
PRUDENTIAL PLC	719	637
PUB SVC ENTERPRISE	1,149	1,237
QORVO INC	1,153	715
QUALCOMM INC	2,423	1,921
RAYMOND JAMES FINL INC	665	1,087
RAYTHEON TECHNOLOGIES CORP	1,321	1,473
RIVIAN AUTOMOTIVE INC	1,386	823
ROGERS COMMUNICATIONS B	946	732
ROSS STORES INC COM	2,995	2,191
SANOFI ADR	6,375	4,867
SCHLUMBERGER LTD	905	1,508
SCHWAB CHARLES CORP NEW	6,012	7,331
SEALED AIR CORP	1,432	1,024
SEMPRA	950	1,050
SHELL PLC	1,047	896
SHERWIN WILLIAMS	2,107	1,638
SONY GROUP CORP	877	576
SS AND C TECHNOLOGIES HOLDINGS INC	3,958	2,865
STANLEY BLACK & DECKER	2,053	978
T-MOBILE US INC	1,741	1,878
TEXAS INSTRUMENTS	4,060	3,715
TJX COS INC	3,614	3,479
TRUIST FINL CORP	854	1,089
UNILEVER PLC NEW	3,478	2,937
UNION PACIFIC CORP	1,880	1,948
UNITED RENTALS INC	1,086	1,351
UNITEDHEALTH GROUP INC	4,057	6,060
US FOODS HLDG CORP	1,022	714
VERIZON COMMINICATIONS	2,505	1,671
VISA INC CL A SHRS	1,474	1,421
WABTEC	710	732
WALMART INC	1,682	1,686
WELLS FARGO & CO	7,169	7,240
WILLIAMS COMPANIES	2,335	2,376
WILLIS TOWERS WATSON PLC	1,398	1,206
WORKDAY INC CL A	6,639	5,023
ZIMMER BIOMET	2,356	1,673
1ST CTZNS BNCSHS INC	2,555	2,392
ALLSPRING SMALL COMPANY GROWTH FUND CL INSTL	32,848	24,620
BLACKROCK HI YLD BD PORTFOLIO INST CL	14,768	12,344
DOUBLELINE TOTAL RETURN BOND FUND CL I	73,525	60,972
FIDELITY ADV INTL CAP APPREC FD CL I	40,503	30,580
GQG PARTNERS EMERGING MGKTS EQ FD CL INSTL	97,972	73,352
ISHARES RUSSELL 1000 GROWTH	43,294	42,429
ISHARES RUSSELL 1000 VALUE	95,909	101,623
ISHARES EDGE MSCI MIN VOL EAFE ETF	30,835	30,671
ISHARES EDGE MSCI MIN VOL USA ETF	61,517	60,151
ISHARES BROAD USD INVST GRADE CORP BND ETF	26,025	24,361
ISHARES US TREASURY BOND ETF	45,218	42,880
ISHARES INC CORE MSCI EMERGING MKTS ETF	24,646	24,026
ISHARES TR CORE MSCI EAF ETF	106,097	91,751
JP MORGAN UNDSCVRD MNGRS BEHAVRL VAL FD I CL	27,335	24,428
OAKMARK INTL FD CL ADV	38,396	30,312
PIMCO INVESTMENT GRADE CREDIT BOND FD CL 12	143,277	109,602
SCHWAB SHORT-TERM U.S. TREASURY ETF	6,518	6,274
VANGUARD SHORT-TERM CORPORATE BOND	13,245	12,405

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
STATE OF ISRAEL BONDS	AT COST	10,000	10,000
JUNIPER NETWORKS INC	AT COST	565	862

- TIN:

TY 2021 OtherAssetsSchedule

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
ORGANIZATION COSTS	102	102	102

- TIN:

TY 2021 OtherExpensesSchedule

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
OTHER	1,554	0	0	1,554

- TIN:

TY 2021 OtherProfessionalFeesSchedule

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
MANAGEMENT FEES	8,559	8,559	0	0

- TIN:

TY 2021 TaxesSchedule

Name:

LOUISE D & MORTON J MACKS FAMILY

FOUNDATION INC

EIN:

52-1657510

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
EXCISE TAX	1,294	0	0	0