TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

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

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

OMB No. 1545-0047

2021

Open to Public Inspection

For calendar year 2021, or tax year beginning 09-01-2021 , and ending 08-31-2022

Name of foundation
BLACK FAMILY FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534

A Employer identification number

87-0651267

B Telephone number (see instructions)

(888) 866-3275

C If exemption application is pending, check here bullet

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

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

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

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

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

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

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

$3,146,549J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

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


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	38,262		38,262
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		317,482
b	Gross sales price for all assets on line 6a 958,624
7	Capital gain net income (from Part IV, line 2)...			317,482
8	Net short-term capital gain.........				0
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	355,744		355,744
13	Compensation of officers, directors, trustees, etc.
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........					0
b	Accounting fees (attach schedule).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....		51,023	30,614		20,409
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		9,200	1,200		0
19	Depreciation (attach schedule) and depletion...		0	0
20	Occupancy..............
21	Travel, conferences, and meetings.......			0	0
22	Printing and publications..........			0	0
23	Other expenses (attach schedule).......		246			246
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	61,969		31,814	0	22,155
25	Contributions, gifts, grants paid.......	109,500				109,500
26	Total expenses and disbursements. Add lines 24 and 25	171,469		31,814	0	131,655
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	184,275
b	Net investment income (if negative, enter -0-)			323,930
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.............	1	1	1
	2	Savings and temporary cash investments.........	68,542	67,679	67,679
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	5	Grants receivable.................
	6	Receivables due from officers, directors, trustees, and other
		disqualified persons (attach schedule) (see instructions).....
	7	Other notes and loans receivable (attach schedule)
		Less: allowance for doubtful accounts 0
	8	Inventories for sale or use..............
	9	Prepaid expenses and deferred charges..........
	10a	Investments—U.S. and state government obligations (attach schedule)
	b	Investments—corporate stock (attach schedule).......	2,175,683	2,364,118	3,078,869
	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)..........			0
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	2,244,226	2,431,798	3,146,549
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		and complete lines 24, 25, 29 and 30.
	24	Net assets without donor restrictions...........
	25	Net assets with donor restrictions............
		Foundations that do not follow FASB ASC 958, check here
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	2,244,226	2,431,798
	27	Paid-in or capital surplus, or land, bldg., and equipment fund
	28	Retained earnings, accumulated income, endowment, or other funds
	29	Total net assets or fund balances (see instructions).....	2,244,226	2,431,798
	30	Total liabilities and net assets/fund balances (see instructions).	2,244,226	2,431,798

Part III

Analysis of Changes in Net Assets or Fund Balances

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

2,244,226

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

184,275

Other increases not included in line 2 (itemize) bullet

3,298

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

2,431,799

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 .

2,431,798

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.)		(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	35. ALIBABA GROUP HOLDING LT	2019-09-17	2021-09-16
b	36. ALIBABA GROUP HOLDING LT	2019-09-18	2021-09-16
c	35. ALIBABA GROUP HOLDING LT	2020-03-09	2021-09-16
d	37. ALIBABA GROUP HOLDING LT	2019-09-10	2021-09-16
e	17. ALIBABA GROUP HOLDING LT	2019-09-05	2021-09-16
	67. ALLY FINANCIAL INC	2018-02-09	2022-01-07
	32. ALLY FINANCIAL INC	2018-02-10	2022-01-07
	31. ALLY FINANCIAL INC	2018-02-12	2022-01-07
	61. ALLY FINANCIAL INC	2018-02-12	2022-01-10
	123. ALLY FINANCIAL INC	2018-06-04	2022-03-14
	42. ALLY FINANCIAL INC	2018-02-12	2022-03-14
	63. ALLY FINANCIAL INC	2018-02-13	2022-03-14
	38. ALLY FINANCIAL INC	2018-06-04	2022-03-15
	81. ALLY FINANCIAL INC	2018-06-05	2022-03-15
	60. ALLY FINANCIAL INC	2018-08-09	2022-03-15
	62. ALLY FINANCIAL INC	2018-08-09	2022-03-31
	44. ALLY FINANCIAL INC	2018-08-09	2022-04-01
	60. ALLY FINANCIAL INC	2019-07-09	2022-04-01
	43. ALLY FINANCIAL INC	2018-08-10	2022-04-01
	85. ALLY FINANCIAL INC	2019-07-09	2022-04-12
	51. ALLY FINANCIAL INC	2019-07-10	2022-04-12
	54. ALLY FINANCIAL INC	2019-10-22	2022-04-12
	131. ALLY FINANCIAL INC	2019-10-22	2022-04-13
	2. ALPHABET INC SHS CL C	2012-08-28	2022-04-11
	44. ALPHABET INC SHS CL C	2012-08-28	2022-08-18
	70. ALPHABET INC SHS CL C	2012-08-28	2022-08-23
	3. ALPHABET INC SHS CL A	2012-06-28	2021-10-13
	33. ALPHABET INC SHS CL A	2012-06-28	2022-08-18
	44. AMAZON COM INC	2020-01-07	2022-08-18
	18. ANALOG DEVICES INC	2021-07-09	2022-08-18
	28. ANTHEM INC	2020-01-09	2022-05-10
	20. ANTHEM INC	2020-01-09	2022-05-12
	4. ANTHEM INC	2020-01-09	2022-07-25
	36. APPLE INC	2016-03-31	2022-05-25
	35. APPLE INC	2016-03-31	2022-07-25
	26. APPLE INC	2016-03-31	2022-08-18
	25. APPLIED MATERIALS INCORPORATED	2020-07-28	2022-08-18
	52. AVANTOR INC	2021-09-09	2022-08-18
	61. BAE SYSTEMS PLC	2019-08-16	2021-11-01
	114. BAE SYSTEMS PLC	2019-08-16	2021-11-02
	151. BAE SYSTEMS PLC	2019-08-16	2021-11-03
	9. BAE SYSTEMS PLC	2019-09-03	2021-11-08
	34. BAE SYSTEMS PLC	2019-09-04	2021-11-08
	74. BAE SYSTEMS PLC	2019-08-16	2021-11-08
	5. BAE SYSTEMS PLC	2019-09-05	2021-11-08
	29. BAE SYSTEMS PLC	2019-09-10	2021-11-09
	46. BAE SYSTEMS PLC	2019-09-05	2021-11-09
	53. BAE SYSTEMS PLC	2019-09-06	2021-11-09
	31. BAE SYSTEMS PLC	2019-09-09	2021-11-09
	38. BAE SYSTEMS PLC	2019-10-15	2021-11-10
	16. BAE SYSTEMS PLC	2019-10-17	2021-11-10
	12. BAE SYSTEMS PLC	2019-09-10	2021-11-10
	36. BAE SYSTEMS PLC	2019-10-14	2021-11-10
	43. BAE SYSTEMS PLC	2019-10-16	2021-11-10
	70. BAE SYSTEMS PLC	2019-10-17	2021-11-11
	16. BAE SYSTEMS PLC	2019-10-18	2021-11-11
	31. BAE SYSTEMS PLC	2020-07-06	2021-11-11
	154. BAE SYSTEMS PLC	2020-07-06	2021-12-03
	16. BAE SYSTEMS PLC	2020-07-07	2021-12-03
	49. BAE SYSTEMS PLC	2020-07-07	2021-12-06
	169. BAE SYSTEMS PLC	2020-11-16	2021-12-06
	36. BAE SYSTEMS PLC	2020-11-16	2021-12-07
	82. BAE SYSTEMS PLC	2020-11-16	2021-12-07
	148. BP AMOCO P L C SPONSORED ADR	2018-01-10	2021-09-15
	333. BP AMOCO P L C SPONSORED ADR	2016-01-19	2021-09-15
	150. BP AMOCO P L C SPONSORED ADR	2018-10-02	2021-09-15
	128. BP AMOCO P L C SPONSORED ADR	2018-11-21	2021-09-15
	98. BP AMOCO P L C SPONSORED ADR	2018-12-07	2021-09-15
	47. BP AMOCO P L C SPONSORED ADR	2018-12-07	2021-09-16
	35. BP AMOCO P L C SPONSORED ADR	2018-12-10	2021-09-16
	32. BP AMOCO P L C SPONSORED ADR	2022-08-04	2022-08-18
	13. BERKSHIRE HATHAWAYINC	2020-04-24	2022-07-25
	16. CBRE GROUP INC	2020-06-02	2022-07-25
	39. CDK GLOBAL INC	2019-04-01	2022-04-12
	23. CDK GLOBAL INC	2019-04-02	2022-04-12
	34. CDK GLOBAL INC	2019-04-12	2022-04-12
	12. CDK GLOBAL INC	2019-04-15	2022-04-12
	36. CDK GLOBAL INC	2019-03-28	2022-04-12
	39. CDK GLOBAL INC	2019-03-29	2022-04-12
	24. CDK GLOBAL INC	2019-04-15	2022-05-03
	28. CDK GLOBAL INC	2019-04-16	2022-05-03
	11. CDK GLOBAL INC	2019-04-17	2022-05-03
	2. CDK GLOBAL INC	2019-04-30	2022-05-03
	25. CDK GLOBAL INC	2019-05-01	2022-05-04
	33. CDK GLOBAL INC	2019-05-02	2022-05-04
	17. CDK GLOBAL INC	2019-05-03	2022-05-04
	22. CDK GLOBAL INC	2019-04-30	2022-05-04
	18. CDK GLOBAL INC	2019-05-03	2022-06-09
	85. CDK GLOBAL INC	2019-12-10	2022-06-09
	12. CDK GLOBAL INC	2019-12-10	2022-06-10
	23. CDK GLOBAL INC	2019-12-11	2022-06-10
	20. CDK GLOBAL INC	2020-02-28	2022-06-10
	38. CDK GLOBAL INC	2020-03-02	2022-07-01
	37. CDK GLOBAL INC	2020-02-28	2022-07-01
	15. CDK GLOBAL INC	2020-03-02	2022-07-05
	39. CDK GLOBAL INC	2020-03-03	2022-07-05
	22. CDK GLOBAL INC	2021-02-05	2022-07-05
	62. CDK GLOBAL INC	2021-02-08	2022-07-05
	70. CDK GLOBAL INC	2021-02-09	2022-07-05
	30. CDK GLOBAL INC	2020-10-14	2022-07-05
	64. CDK GLOBAL INC	2020-10-15	2022-07-05
	43. CDK GLOBAL INC	2020-10-16	2022-07-05
	14. CDW CORP/DE	2021-03-22	2021-09-09
	14. CDW CORP/DE	2021-03-19	2021-09-09
	22. CDW CORP/DE	2021-03-22	2021-09-10
	11. CDW CORP/DE	2021-03-23	2021-09-10
	31. CDW CORP/DE	2021-03-23	2021-09-13
	7. CDW CORP/DE	2021-03-23	2021-09-29
	27. CDW CORP/DE	2021-05-12	2021-09-29
	30. CDW CORP/DE	2021-05-12	2021-09-30
	14. CH ROBINSON WORLDWIDE INC	2021-01-05	2022-07-25
	17. CH ROBINSON WORLDWIDE INC	2021-01-05	2022-08-18
	56. CAPITAL ONE FINANCIAL CORPORATION	2020-12-14	2021-10-29
	60. CAPITAL ONE FINANCIAL CORPORATION	2020-12-15	2021-10-29
	9. CAPITAL ONE FINANCIAL CORPORATION	2020-12-15	2022-08-18
	10. CATERPILLAR INC	2022-01-05	2022-08-18
	53. CIENA CORP	2020-12-01	2022-08-18
	168. CISCO SYSTEMS INCORPORATED	2014-01-16	2021-11-10
	155. CISCO SYSTEMS INCORPORATED	2014-01-16	2022-01-03
	585. CISCO SYSTEMS INCORPORATED	2014-01-16	2022-01-05
	14. CISCO SYSTEMS INCORPORATED	2018-01-24	2022-01-05
	140. CISCO SYSTEMS INCORPORATED	2018-01-24	2022-01-24
	157. CISCO SYSTEMS INCORPORATED	2018-02-06	2022-02-24
	66. CISCO SYSTEMS INCORPORATED	2018-01-24	2022-02-24
	126. CISCO SYSTEMS INCORPORATED	2021-04-26	2022-02-24
	63. COCA-COLA CO/THE	2020-09-01	2021-09-27
	117. COCA-COLA CO/THE	2020-08-26	2021-09-27
	156. COCA-COLA CO/THE	2020-09-01	2021-10-13
	71. COCA-COLA CO/THE	2020-09-01	2021-11-10
	95. COCA-COLA CO/THE	2020-09-10	2021-11-10
	142. COCA-COLA CO/THE	2020-10-01	2021-12-17
	124. COCA-COLA CO/THE	2020-11-11	2021-12-17
	41. COCA-COLA CO/THE	2020-09-10	2021-12-17
	71. COMCAST CORP	2012-10-04	2022-07-25
	82. CONOCOPHILLIPS	2019-07-02	2022-01-27
	46. CONOCOPHILLIPS	2019-07-02	2022-01-28
	26. CONOCOPHILLIPS	2019-07-09	2022-01-28
	49. CONOCOPHILLIPS	2019-07-09	2022-01-28
	33. CONOCOPHILLIPS	2019-07-09	2022-02-24
	45. CONOCOPHILLIPS	2019-07-16	2022-02-24
	66. CONOCOPHILLIPS	2019-07-16	2022-03-02
	54. CONOCOPHILLIPS	2019-07-26	2022-03-02
	2. CONOCOPHILLIPS	2019-07-29	2022-03-02
	26. CONOCOPHILLIPS	2019-07-29	2022-07-25
	121. CONOCOPHILLIPS	2020-03-26	2022-08-04
	24. CONOCOPHILLIPS	2019-07-29	2022-08-04
	85. CONOCOPHILLIPS	2020-11-11	2022-08-08
	11. CONOCOPHILLIPS	2020-03-26	2022-08-08
	24. CONOCOPHILLIPS	2020-11-11	2022-08-18
	168. DOWDUPONT INC	2019-06-14	2022-05-26
	64. DOWDUPONT INC	2019-06-14	2022-07-25
	8. DOLLAR GENERAL CORP	2021-03-26	2022-07-25
	6. DOLLAR GENERAL CORP	2021-03-26	2022-08-18
	61. DOLLAR TREE INC	2019-03-13	2022-06-09
	1. DOLLAR TREE INC	2019-03-19	2022-06-09
	52. DOLLAR TREE INC	2019-03-19	2022-06-21
	10. DOLLAR TREE INC	2019-03-19	2022-08-18
	65. EQT CORP	2021-03-05	2022-04-07
	153. EQT CORP	2021-03-08	2022-04-07
	174. EQT CORP	2021-03-08	2022-04-12
	107. EQT CORP	2021-03-09	2022-04-12
	188. EQT CORP	2021-03-09	2022-04-18
	154. EQT CORP	2021-03-09	2022-05-18
	69. EQT CORP	2021-03-24	2022-05-18
	108. EQT CORP	2021-03-25	2022-05-25
	116. EQT CORP	2021-03-25	2022-07-25
	64. EQT CORP	2021-03-26	2022-07-25
	46. EQT CORP	2021-04-14	2022-08-23
	64. EQT CORP	2021-03-26	2022-08-23
	13. FACEBOOK INC	2020-02-04	2022-08-18
	3. FIDELITY NATL INFORMATION SVCS INC COM	2021-03-19	2022-08-18
	12. FIDELITY NATL INFORMATION SVCS INC COM	2021-03-22	2022-08-18
	1. FIRST CITIZENS BANCSHARES INC/NC	2022-01-07	2022-07-25
	13. FLEETCOR TECHNOLOGIS INC	2020-07-02	2022-08-18
	30. FORTIVE CORP	2017-07-17	2022-08-18
	20. FOX CORP	2019-12-10	2022-02-24
	204. FOX CORP	2019-11-18	2022-02-24
	14. FOX CORP	2019-11-19	2022-02-24
	29. GENERAL MOTORS CO	2020-01-15	2022-07-25
	51. GENERAL MOTORS CO	2020-01-15	2022-08-18
	3. HUMANA INC	2020-11-13	2022-07-25
	18. INTERCONTINENTAL EXCHANGE INC	2020-12-01	2022-08-18
	53. J P MORGAN CHASE & CO COM	2012-06-15	2022-01-07
	1. J P MORGAN CHASE & CO COM	2012-06-25	2022-01-07
	12. J P MORGAN CHASE & CO COM	2012-06-25	2022-07-25
	16. KONINKLIJKE PHILIPS ELECTRS N V	2020-01-28	2021-10-13
	35.75 KONINKLIJKE PHILIPS ELECTRS N V	2020-02-06	2021-10-14
	43.25 KONINKLIJKE PHILIPS ELECTRS N V	2020-01-28	2021-10-14
	87. KONINKLIJKE PHILIPS ELECTRS N V	2020-02-06	2021-10-15
	3.05 KONINKLIJKE PHILIPS ELECTRS N V	2020-02-25	2021-10-18
	12.95 KONINKLIJKE PHILIPS ELECTRS N V	2020-02-06	2021-10-18
	47. KONINKLIJKE PHILIPS ELECTRS N V	2020-02-25	2021-11-30
	34.69 KONINKLIJKE PHILIPS ELECTRS N V	2020-03-12	2021-12-01
	101.01 KONINKLIJKE PHILIPS ELECTRS N V	2020-02-26	2021-12-01
	144.88 KONINKLIJKE PHILIPS ELECTRS N V	2020-03-13	2021-12-01
	29.59 KONINKLIJKE PHILIPS ELECTRS N V	2020-03-16	2021-12-01
	48.97 KONINKLIJKE PHILIPS ELECTRS N V	2020-04-01	2021-12-01
	36.73 KONINKLIJKE PHILIPS ELECTRS N V	2020-04-02	2021-12-01
	9.13 KONINKLIJKE PHILIPS ELECTRS N V	2020-02-25	2021-12-01
	10. LABORATORY CORP AMER HLDGS COM NEW	2014-12-29	2022-07-25
	39. MICROSOFT CORPORATION	2016-01-06	2022-08-18
	4. MICROSOFT CORPORATION	2015-11-18	2022-08-18
	33. MONDELEZ INTERNATIONAL INC	2021-12-17	2022-07-25
	17. MONSTER BEVERAGE SHS	2022-04-12	2022-08-18
	40.02 MORGAN STANLEY	2017-11-27	2021-10-29
	27.37 MORGAN STANLEY	2018-11-06	2021-10-29
	14.6 MORGAN STANLEY	2017-11-28	2021-10-29
	16. MORGAN STANLEY	2018-11-06	2022-07-25
	16. MORGAN STANLEY	2018-11-06	2022-08-18
	3. NORFOLK SOUTHERN CORP	2017-01-12	2022-08-18
	2. NORFOLK SOUTHERN CORP	2017-02-21	2022-08-18
	18. NOVO-NORDISK A S ADR	2018-01-19	2022-07-25
	1. NOVO-NORDISK A S ADR	2018-01-22	2022-07-25
	10. O'REILLY AUTOMOTIVE INC	2018-07-31	2021-11-22
	7. O'REILLY AUTOMOTIVE INC	2018-07-19	2021-11-22
	12. O'REILLY AUTOMOTIVE INC	2018-10-25	2022-01-19
	2. O'REILLY AUTOMOTIVE INC	2018-10-26	2022-01-19
	13. O'REILLY AUTOMOTIVE INC	2018-07-31	2022-01-19
	17. O'REILLY AUTOMOTIVE INC	2019-01-02	2022-01-28
	1. O'REILLY AUTOMOTIVE INC	2018-10-26	2022-01-28
	3. O'REILLY AUTOMOTIVE INC	2019-01-02	2022-01-31
	1. OTIS WORLDWIDE CORP REG	2020-04-16	2022-08-18
	15. OTIS WORLDWIDE CORP REG	2020-04-17	2022-08-18
	70. PROGRESSIVE CORP OHIO COM	2021-11-08	2022-07-12
	16. PROGRESSIVE CORP OHIO COM	2021-11-08	2022-08-18
	13. QUANTA SERVICES INC	2020-04-14	2021-10-13
	11. QUANTA SERVICES INC	2020-04-13	2021-10-13
	54. QUANTA SERVICES INC	2020-04-14	2021-10-14
	27. QUANTA SERVICES INC	2020-04-14	2022-03-31
	4. QUANTA SERVICES INC	2020-04-14	2022-04-01
	25. QUANTA SERVICES INC	2020-04-15	2022-04-01
	15. QUANTA SERVICES INC	2020-04-16	2022-04-01
	28. QUANTA SERVICES INC	2020-04-16	2022-07-12
	69. QUANTA SERVICES INC	2020-04-17	2022-07-12
	63. QUANTA SERVICES INC	2020-04-17	2022-07-27
	4. QUANTA SERVICES INC	2020-04-17	2022-08-18
	1. QUANTA SERVICES INC	2020-04-17	2022-08-25
	8. QUANTA SERVICES INC	2020-04-20	2022-08-25
	48. QUANTA SERVICES INC	2020-04-28	2022-08-25
	15. REINSURANCE GROUP OF AMERICA INC	2022-04-12	2022-08-18
	42. SANOFI ADR	2020-02-19	2022-07-25
	23. SEALED AIR CORP	2021-06-18	2022-07-25
	20. SEALED AIR CORP	2021-06-18	2022-08-18
	32. TAIWAN S MANUFCTRING ADR	2018-10-31	2022-08-18
	71. TERADYNE INC	2022-02-24	2022-05-25
	31. TERADYNE INC	2022-02-24	2022-05-26
	62. TERADYNE INC	2022-02-25	2022-05-26
	42. UNILEVER PLC W/I (UK/USD) US9047677045	2019-08-15	2022-07-25
	30. UNITEDHEALTH GROUP INC	2014-10-27	2022-01-28
	34. UNITEDHEALTH GROUP INC	2014-10-27	2022-05-12
	4. UNITEDHEALTH GROUP INC	2014-10-27	2022-07-25
	5. VEEVA SYS INC CL A	2021-01-05	2022-08-18
	20. VISA INC	2020-02-21	2022-08-18
	98. VODAFONE GROUP PLC	2020-09-28	2021-10-29
	292. VODAFONE GROUP PLC	2020-09-29	2021-10-29
	85. VODAFONE GROUP PLC	2020-10-02	2021-10-29
	45. VODAFONE GROUP PLC	2020-10-05	2021-10-29
	170. VODAFONE GROUP PLC	2020-10-05	2021-10-29
	27. VODAFONE GROUP PLC	2020-10-14	2021-11-01
	332. VODAFONE GROUP PLC	2020-10-15	2021-11-01
	99. VODAFONE GROUP PLC	2020-10-05	2021-11-01
	108. VODAFONE GROUP PLC	2020-10-05	2021-11-01
	16. VODAFONE GROUP PLC	2020-10-27	2021-11-02
	101. VODAFONE GROUP PLC	2020-10-15	2021-11-02
	39. VODAFONE GROUP PLC	2020-10-15	2021-11-02
	9. VODAFONE GROUP PLC	2020-10-16	2021-11-02
	90. VODAFONE GROUP PLC	2020-10-27	2021-11-02
	347. VODAFONE GROUP PLC	2020-10-28	2021-11-02
	68. VODAFONE GROUP PLC	2020-10-28	2021-11-03
	227. VODAFONE GROUP PLC	2020-11-05	2021-11-03
	168. VODAFONE GROUP PLC	2020-11-04	2021-11-03
	45. VODAFONE GROUP PLC	2020-11-03	2021-11-03
	9. VODAFONE GROUP PLC	2020-11-06	2021-11-03
	22. WORLD WRESTLING ENTERTAINMENT INC	2021-03-02	2022-06-21
	101. WORLD WRESTLING ENTERTAINMENT INC	2021-03-03	2022-06-21
	5. WORLD WRESTLING ENTERTAINMENT INC	2021-03-04	2022-06-21
	82. WORLD WRESTLING ENTERTAINMENT INC	2021-03-04	2022-06-30
	52. WORLD WRESTLING ENTERTAINMENT INC	2021-03-05	2022-06-30
	46. WORLD WRESTLING ENTERTAINMENT INC	2021-03-05	2022-07-12
	4. WORLD WRESTLING ENTERTAINMENT INC	2021-03-05	2022-07-13
	42. WORLD WRESTLING ENTERTAINMENT INC	2021-03-08	2022-07-13
	3. WORLD WRESTLING ENTERTAINMENT INC	2021-05-17	2022-07-13
	27. WORLD WRESTLING ENTERTAINMENT INC	2021-05-17	2022-07-14
	1. WORLD WRESTLING ENTERTAINMENT INC	2021-05-18	2022-07-14
	62. WORLD WRESTLING ENTERTAINMENT INC	2021-05-18	2022-07-25
	32. WORLD WRESTLING ENTERTAINMENT INC	2021-05-19	2022-07-25
	27. WORLD WRESTLING ENTERTAINMENT INC	2021-05-20	2022-07-25
	46. AXALTA COATING SYSTEMS	2020-06-09	2022-07-25
	25. AXALTA COATING SYSTEMS	2020-06-10	2022-07-25
	7. APTIV PLC SHS	2022-07-12	2022-08-18

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	5,491	6,179	-688
b	5,648	6,452	-804
c	5,491	6,862	-1,371
d	5,805	6,465	-660
e	2,667	3,037	-370
	3,349	1,834	1,515
	1,600	905	695
	1,550	868	682
	3,022	1,708	1,314
	5,114	3,224	1,890
	1,746	1,176	570
	2,619	1,785	834
	1,588	996	592
	3,384	2,115	1,269
	2,507	1,663	844
	2,703	1,718	985
	1,934	1,219	715
	2,637	1,882	755
	1,890	1,165	725
	3,669	2,666	1,003
	2,201	1,606	595
	2,331	1,669	662
	5,671	4,050	1,621
	5,219	674	4,545
	5,342	741	4,601
	8,054	1,179	6,875
	8,257	843	7,414
	3,981	464	3,517
	6,263	4,182	2,081
	3,069	2,987	82
	13,669	8,609	5,060
	9,593	6,150	3,443
	1,881	1,230	651
	5,086	985	4,101
	5,348	957	4,391
	4,534	711	3,823
	2,718	1,565	1,153
	1,406	2,179	-773
	1,862	1,645	217
	3,463	3,074	389
	4,624	4,072	552
	281	244	37
	1,060	932	128
	2,306	1,995	311
	156	140	16
	902	821	81
	1,430	1,289	141
	1,648	1,495	153
	964	869	95
	1,175	1,088	87
	495	452	43
	371	340	31
	1,113	1,021	92
	1,329	1,235	94
	2,152	1,976	176
	492	447	45
	953	762	191
	4,490	3,786	704
	467	399	68
	1,451	1,222	229
	5,004	4,410	594
	1,068	939	129
	2,431	2,140	291
	3,802	6,364	-2,562
	8,554	9,673	-1,119
	3,853	7,021	-3,168
	3,288	5,303	-2,015
	2,517	3,877	-1,360
	1,192	1,859	-667
	888	1,372	-484
	1,021	946	75
	3,730	2,411	1,319
	1,322	736	586
	2,124	2,312	-188
	1,253	1,357	-104
	1,852	2,024	-172
	654	719	-65
	1,961	2,079	-118
	2,124	2,284	-160
	1,305	1,439	-134
	1,523	1,684	-161
	598	664	-66
	109	122	-13
	1,360	1,433	-73
	1,795	1,855	-60
	925	950	-25
	1,197	1,339	-142
	983	1,006	-23
	4,642	4,552	90
	655	643	12
	1,256	1,228	28
	1,092	912	180
	2,083	1,725	358
	2,028	1,687	341
	822	681	141
	2,138	1,767	371
	1,206	1,187	19
	3,399	3,414	-15
	3,838	3,529	309
	1,645	1,316	329
	3,509	2,860	649
	2,358	1,944	414
	2,796	2,234	562
	2,796	2,216	580
	4,388	3,511	877
	2,194	1,727	467
	6,098	4,868	1,230
	1,298	1,099	199
	5,008	4,424	584
	5,504	4,915	589
	1,410	1,281	129
	2,013	1,555	458
	8,495	5,067	3,428
	9,101	5,507	3,594
	1,025	826	199
	1,971	2,206	-235
	2,977	2,396	581
	9,712	3,834	5,878
	9,759	3,537	6,222
	35,535	13,349	22,186
	850	590	260
	7,704	5,897	1,807
	8,419	6,136	2,283
	3,539	2,780	759
	6,757	6,503	254
	3,409	3,089	320
	6,331	5,636	695
	8,455	7,649	806
	4,027	3,482	545
	5,389	4,776	613
	8,314	6,984	1,330
	7,260	6,651	609
	2,401	2,061	340
	3,003	1,298	1,705
	7,307	4,931	2,376
	4,057	2,766	1,291
	2,316	1,559	757
	4,322	2,938	1,384
	2,862	1,979	883
	3,902	2,724	1,178
	6,543	3,995	2,548
	5,354	3,178	2,176
	198	116	82
	2,386	1,508	878
	11,035	3,867	7,168
	2,189	1,392	797
	7,998	2,997	5,001
	1,035	352	683
	2,517	846	1,671
	10,635	4,207	6,428
	3,542	1,603	1,939
	1,976	1,614	362
	1,548	1,210	338
	9,882	6,266	3,616
	162	102	60
	8,071	5,293	2,778
	1,684	1,018	666
	2,345	1,167	1,178
	5,521	2,694	2,827
	6,987	3,063	3,924
	4,297	1,884	2,413
	8,484	3,311	5,173
	6,168	2,712	3,456
	2,764	1,213	1,551
	5,111	1,966	3,145
	5,190	2,112	3,078
	2,864	1,243	1,621
	2,199	813	1,386
	3,059	1,243	1,816
	2,280	2,732	-452
	301	426	-125
	1,206	1,698	-492
	714	896	-182
	3,065	3,320	-255
	2,046	1,647	399
	812	714	98
	8,284	7,173	1,111
	569	496	73
	1,001	1,019	-18
	1,975	1,792	183
	1,470	1,300	170
	2,025	1,925	100
	8,781	1,850	6,931
	166	35	131
	1,380	422	958
	700	749	-49
	1,572	1,694	-122
	1,903	2,025	-122
	3,877	4,123	-246
	131	132	-1
	556	614	-58
	1,655	2,036	-381
	1,217	1,183	34
	3,544	4,345	-801
	5,084	4,849	235
	1,038	921	117
	1,718	1,862	-144
	1,289	1,409	-120
	320	395	-75
	2,457	1,085	1,372
	11,360	2,114	9,246
	1,165	214	951
	2,062	2,153	-91
	1,561	1,405	156
	4,105	1,733	2,372
	2,808	1,373	1,435
	1,498	631	867
	1,318	802	516
	1,469	802	667
	777	332	445
	518	247	271
	2,079	1,036	1,043
	116	58	58
	6,421	3,054	3,367
	4,494	2,092	2,402
	7,983	3,914	4,069
	1,330	646	684
	8,648	3,970	4,678
	10,908	5,841	5,067
	642	323	319
	1,938	1,031	907
	80	45	35
	1,207	705	502
	8,305	6,736	1,569
	2,049	1,540	509
	1,445	436	1,009
	1,223	356	867
	6,085	1,813	4,272
	3,559	906	2,653
	528	134	394
	3,301	810	2,491
	1,980	489	1,491
	3,593	913	2,680
	8,854	2,382	6,472
	8,458	2,175	6,283
	579	138	441
	147	35	112
	1,178	275	903
	7,070	1,776	5,294
	1,944	1,660	284
	2,108	2,139	-31
	1,352	1,331	21
	1,175	1,157	18
	2,858	1,222	1,636
	7,125	8,246	-1,121
	3,239	3,600	-361
	6,478	7,325	-847
	1,975	2,446	-471
	13,879	2,761	11,118
	16,268	3,129	13,139
	2,108	368	1,740
	1,127	1,379	-252
	4,311	4,184	127
	1,475	1,325	150
	4,396	3,916	480
	1,280	1,145	135
	677	630	47
	2,544	2,381	163
	407	388	19
	5,003	4,700	303
	1,492	1,387	105
	1,640	1,513	127
	240	223	17
	1,513	1,442	71
	584	552	32
	135	128	7
	1,350	1,257	93
	5,205	4,693	512
	1,005	920	85
	3,356	3,203	153
	2,484	2,340	144
	665	628	37
	133	126	7
	1,354	1,168	186
	6,214	5,251	963
	308	261	47
	5,157	4,282	875
	3,270	2,795	475
	2,934	2,473	461
	252	215	37
	2,644	2,357	287
	189	161	28
	1,689	1,451	238
	63	53	10
	4,448	3,298	1,150
	2,296	1,681	615
	1,937	1,473	464
	1,192	1,125	67
	648	589	59
	748	630	118

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			-688
b			-804
c			-1,371
d			-660
e			-370
			1,515
			695
			682
			1,314
			1,890
			570
			834
			592
			1,269
			844
			985
			715
			755
			725
			1,003
			595
			662
			1,621
			4,545
			4,601
			6,875
			7,414
			3,517
			2,081
			82
			5,060
			3,443
			651
			4,101
			4,391
			3,823
			1,153
			-773
			217
			389
			552
			37
			128
			311
			16
			81
			141
			153
			95
			87
			43
			31
			92
			94
			176
			45
			191
			704
			68
			229
			594
			129
			291
			-2,562
			-1,119
			-3,168
			-2,015
			-1,360
			-667
			-484
			75
			1,319
			586
			-188
			-104
			-172
			-65
			-118
			-160
			-134
			-161
			-66
			-13
			-73
			-60
			-25
			-142
			-23
			90
			12
			28
			180
			358
			341
			141
			371
			19
			-15
			309
			329
			649
			414
			562
			580
			877
			467
			1,230
			199
			584
			589
			129
			458
			3,428
			3,594
			199
			-235
			581
			5,878
			6,222
			22,186
			260
			1,807
			2,283
			759
			254
			320
			695
			806
			545
			613
			1,330
			609
			340
			1,705
			2,376
			1,291
			757
			1,384
			883
			1,178
			2,548
			2,176
			82
			878
			7,168
			797
			5,001
			683
			1,671
			6,428
			1,939
			362
			338
			3,616
			60
			2,778
			666
			1,178
			2,827
			3,924
			2,413
			5,173
			3,456
			1,551
			3,145
			3,078
			1,621
			1,386
			1,816
			-452
			-125
			-492
			-182
			-255
			399
			98
			1,111
			73
			-18
			183
			170
			100
			6,931
			131
			958
			-49
			-122
			-122
			-246
			-1
			-58
			-381
			34
			-801
			235
			117
			-144
			-120
			-75
			1,372
			9,246
			951
			-91
			156
			2,372
			1,435
			867
			516
			667
			445
			271
			1,043
			58
			3,367
			2,402
			4,069
			684
			4,678
			5,067
			319
			907
			35
			502
			1,569
			509
			1,009
			867
			4,272
			2,653
			394
			2,491
			1,491
			2,680
			6,472
			6,283
			441
			112
			903
			5,294
			284
			-31
			21
			18
			1,636
			-1,121
			-361
			-847
			-471
			11,118
			13,139
			1,740
			-252
			127
			150
			480
			135
			47
			163
			19
			303
			105
			127
			17
			71
			32
			7
			93
			512
			85
			153
			144
			37
			7
			186
			963
			47
			875
			475
			461
			37
			287
			28
			238
			10
			1,150
			615
			464
			67
			59
			118

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	317,482
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	4,503
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	4,503
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	5,937
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	5,937
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	0
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	1,434
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax1,434	Refunded	11	0

Part VI-A

Statements Regarding Activities

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

Yes

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

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

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

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

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

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

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

(1) On the foundation. bullet

$ (2) On foundation managers. bullet

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

on foundation managers. bullet

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

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

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

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

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

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

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

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

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

By language in the governing instrument, or

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

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

Yes

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

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

Yes

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

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

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

Yes

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

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

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

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

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

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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

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

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

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

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

Yes

Website address bullet

The books are in care of bullet

BANK OF AMERICA NA Telephone no. bullet

(888) 866-3275

Located at bullet

PO BOX 1532 AFTPENNINGTONNJ ZIP+4 bullet

08534

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)

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

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

5a(5)

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Part VII

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

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

(a) Name and address	(b) Title, and average hours per week devoted to position	(c) Compensation (If not paid, enter -0-)	(d) Contributions to employee benefit plans and deferred compensation	(e) Expense account, other allowances
BRUCE BLACK	TRUSTEE 0	0
PO BOX 3475 PARK CITY,UT84060	TRUSTEE 0	0
GARY BLACK	TRUSTEE 0	0
PO BOX 18548 KEARNS,UT84118	TRUSTEE 0	0
MARTA BLACK	TRUSTEE 0	0
1912 SOUTH 910 WEST APT B SYRACUSE,UT84075	TRUSTEE 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


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...................

3,254,197

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

56,000

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

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

3,310,197

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

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

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

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

3,310,197

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

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

49,653

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

3,260,544

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

163,027

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..................

163,027

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

4,503

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

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

4,503

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

158,524

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

20,000

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

178,524

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

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

178,524

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					178,524
2 Undistributed income, if any, as of the end of 2021:
a Enter amount for 2020 only.......				80,410
b Total for prior years:20, 20, 20			0
3 Excess distributions carryover, if any, to 2021:
a From 2016......	0
b From 2017......	0
c From 2018......	0
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		0
4Qualifying distributions for 2021 from Part
XI, line 4: $ 131,655
a Applied to 2020, but not more than line 2a				80,410
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.....					51,245
e Remaining amount distributed out of corpus		0
5 Excess distributions carryover applied to 2021.		0			0
(If an amount appears in column (d), the same amount must be shown in column (a).)
6Enter the net total of each column as indicated below:
a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5		0
b Prior years’ undistributed income. Subtract line 4b from line 2b ..........			0
c Enter the amount of prior years’ undistributed income for which a notice of deficiency has been issued, or on which the section 4942(a) tax has been previously assessed......			0
d Subtract line 6c from line 6b. Taxable amount —see instructions ...........			0
e Undistributed income for 2019. Subtract line 4a from line 2a. Taxable amount—see instructions .............				0
f Undistributed income for 2021. Subtract lines 4d and 5 from line 1. This amount must be distributed in 2022 ..........					127,279
7 Amounts treated as distributions out of corpus to satisfy requirements imposed by section 170(b)(1)(F) or 4942(g)(3) (Election may be required - see instructions) .......		0
8 Excess distributions carryover from 2016 not applied on line 5 or line 7 (see instructions) ...		0
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		0
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	0
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	0

Form 990-PF (2021)

Page 10

Part XIII

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

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

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

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

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

Part XIV

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

1Information Regarding Foundation Managers:

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

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

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

Check here bullet

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

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

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

cAny submission deadlines:

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

Form 990-PF (2021)

Page 11

Part XIV

Supplementary Information (continued)

3 Grants and Contributions Paid During the Year or Approved for Future Payment
Recipient	If recipient is an individual, show any relationship to any foundation manager or substantial contributor	Foundation status of recipient	Purpose of grant or contribution	Amount
Name and address (home or business)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
BOUNTIFUL COMMUNITY CHURCH PO BOX 265 BOUNTIFUL,UT84010	N/A	PC	UNRESTRICTED GENERAL	28,500
BSA TROOP 20 C/O BOY SCOUTS OF AMERICA OGDEN,UT84403	N/A	PC	UNRESTRICTED GENERAL	5,000
JUDICIAL WATCH INC 425 THRID ST WASHINGTON,DC20024	N/A	PC	UNRESTRICTED GENERAL	20,000
RONALD MCDONALD HOUSE CHARITIES OF THE INTERMOUNTAIN AREA INC 1135 E SOUTH TEMPLE SALT LAKE CITY,UT841021605	N/A	PC	UNRESTRICTED GENERAL	3,000
THE NAZARENE FUND 565 W 465 N PROVIDENCE,UT84332	N/A	PC	UNRESTRICTED GENERAL	2,000
UTAH FOOD BANK 3150 SOUTH 900 WEST SALT LAKE CITY,UT84119	N/A	PC	UNRESTRICTED GENERAL	10,000
YWCA UTAH 322 EAST 300 SOUTH SALT LAKE CITY,UT84111	N/A	PC	UNRESTRICTED GENERAL	10,000
PREGNANCY RESOURCE CENTER 9479 S 2805 W SOUTH JORDAN,UT84095	N/A	PC	UNRESTRICTED GENERAL	7,000
UTAH STATE UNIVERSITY 8824 OLD MAIN HILL LOGAN,UT843220001	N/A	PC	UNRESTRICTED GENERAL	24,000
Total ................................. 3a				109,500

bApproved for future payment

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

Form 990-PF (2021)

Page 12

Part XV-A

Analysis of Income-Producing Activities

Enter gross amounts unless otherwise indicated.	Unrelated business income		Excluded by section 512, 513, or 514		(e) Related or exempt function income (See instructions.)
1Program service revenue:	(a) Business code	(b) Amount	(c) Exclusion code	(d) Amount	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........
4 Dividends and interest from securities ....
5 Net rental income or (loss) from real estate:
aDebt-financed property......
bNot debt-financed property.....
6 Net rental income or (loss) from personal property
7 Other investment income .....
8 Gain or (loss) from sales of assets other than inventory ............			18	317,482
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) ..				355,744

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

355,744

(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

Name of Stock	End of Year Book Value	End of Year Fair Market Value
91324P102 UNITEDHEALTH GROUP I	38,924	92,441
67103H107 O'REILLY AUTOMOTIVE
902973304 US BANCORP DEL
166764100 CHEVRONTEXACO CORP
192446102 COGNIZANT TECHNOLOGY
46625H100 J P MORGAN CHASE & C	20,714	47,767
594918104 MICROSOFT CORP COM	45,529	198,194
717081103 PFIZER INC
931142103 WAL MART STORES INC
269246401 E*TRADE FINANCIAL CO
444859102 HUMANA INC	54,164	62,150
34959J108 FORTIVE CORP	63,957	62,443
037833100 APPLE INC	21,650	137,253
02209S103 ALTRIA GROUP INC
02079K305 ALPHABET INC SHS	11,389	76,512
20030N101 COMCAST CORP	73,871	80,993
50540R409 LABORATORY CORP AMER	36,897	54,515
02005N100 ALLY FINANCIAL INC
02079K107 ALPHABET INC SHS	21,551	63,962
09062X103 BIOGEN IDEC INC
548661107 LOWES COMPANIES INC
055622104 BP P L C SPONS ADR	24,119	24,980
12514G108 CDW CORP/DE
17275R102 CISCO SYSTEMS INC
655844108 NORFOLK SOUTHERN COR	39,168	57,136
670100205 NOVO NORDISK A/S ADR	18,487	40,424
12508E101 CDK GLOBAL INC
256677105 DOLLAR GENERAL CORP	51,668	59,118
256746108 DOLLAR TREE INC	40,281	52,780
443510607 HUBBELL INC
904784709 UNILEVER NV
20825C104 CONOCOPHILLIPS	22,916	48,924
00130H105 AES CORP/VA
05523R107 BAE SYSTEMS PLC
22052L104 DOWDUPONT INC	50,392	102,281
874039100 TAIWAN SEMICONDUCTOR	31,664	56,428
339041105 FLEETCOR TECHNOLOGIS	56,974	47,182
770323103 ROBERT HALF INTERNAT
778296103 ROSS STORES INC	71,412	63,667
92826C839 VISA INC	79,195	83,856
G0750C108 AXALTA COATING SYSTE	28,873	31,518
12504L109 CBRE GROUP INC	27,195	38,611
35137L105 FOX CORP	22,566	26,216
500472303 KONINKLIJKE PHILIPS
37045V100 GENERAL MOTORS CO	45,519	48,794
68902V107 OTIS WORLDWIDE CORP	32,191	40,515
80105N105 SANOFI-SYNTHELABO	78,142	64,376
01609W102 ALIBABA GROUP HOLDIN
038222105 APPLIED MATERIALS IN	28,797	44,777
N6596X109 NXP SEMICONDUCTORS N
191216100 COCA-COLA CO/THE
30303M102 FACEBOOK INC	64,434	51,323
023135106 AMAZON COM INC	136,072	141,475
74762E102 QUANTA SERVICES INC	4,713	17,945
036752103 ANTHEM INC	28,930	48,511
084670702 BERKSHIRE HATHAWAYIN	57,894	88,452
754730109 RAYMOND JAMES FINANC
89832Q109 TRUIST FINL CORP
171779309 CIENA CORP	29,506	30,241
517834107 LAS VEGAS SANDS CORP	33,771	22,879
12541W209 CH ROBINSON WORLDWID	38,328	45,318
617446448 MORGAN STANLEY	30,991	52,155
92857W308 VODAFONE GROUP PLC
26884L109 EQT CORP	32,962	80,447
032654105 ANALOG DEVICES INC	55,549	50,611
45866F104 INTERCONTINENTAL EXC	55,077	50,627
14040H105 CAPITAL ONE FINANCIA	33,151	33,016
81211K100 SEALED AIR CORP	36,719	34,062
98156Q108 WORLD WRESTLING ENTE	18,916	23,463
904767704 UNILEVER PLC AMER SH	45,505	36,221
31620M106 FIDELITY NATL INFO S	69,453	43,949
922475108 VEEVA SYS INC	31,093	21,527
070830104 BATH & BODY WORKS IN	40,127	32,253
743315103 PROGRESSIVE CORP/THE	45,594	56,664
609207105 MONDELEZ INTERNATION	50,758	48,622
05352A100 AVANTOR INC	62,752	40,803
61174X109 MONSTER BEVERAGE SHS	49,598	51,077
759351604 REINSURANCE GROUP OF	45,518	49,016
G6095L109 APTIV PLC SHS	30,824	30,738
31946M103 FIRST CITIZENS BANCS	35,753	35,726
149123101 CATERPILLAR INC	61,925	53,935

Category	Amount	Net Investment Income
FOREIGN TAXES	1,200	1,200
EXCISE TAX - PRIOR YEAR	2,500	0
EXCISE TAX ESTIMATES	5,500	0