Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
EC STYBERG FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)1600 GOOLD STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
RACINE, WI53404
A Employer identification number

39-1410323
B Telephone number (see instructions)

(262) 637-9301
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$3,949,667J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 94,587 94,587  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 223,594
b Gross sales price for all assets on line 6a 869,962
7 Capital gain net income (from Part IV, line 2)... 223,594
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........ 318,181 318,181  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 11,388 5,694   5,694
c Other professional fees (attach schedule).... Click to see attachment 18,851 18,851   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,000 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 55 30   25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 34,294 24,575   5,719
25 Contributions, gifts, grants paid....... 505,194 728,567
26 Total expenses and disbursements. Add lines 24 and 25 539,488 24,575   734,286
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -221,307
b Net investment income (if negative, enter -0-) 293,606
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 13,853 12,865 12,865
2 Savings and temporary cash investments......... 41,926 61,730 61,730
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,845,309 Click to see attachment2,721,671 2,986,828
c Investments—corporate bonds (attach schedule)....... 1,066,327 Click to see attachment950,000 871,128
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment15,197 Click to see attachment15,197 Click to see attachment17,116
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,982,612 3,761,463 3,949,667
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions........... 3,982,612 3,761,463
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 3,982,612 3,761,463
30 Total liabilities and net assets/fund balances (see instructions). 3,982,612 3,761,463
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
3,982,612
2
Enter amount from Part I, line 27a .....................
2
-221,307
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
158
4
Add lines 1, 2, and 3 ..........................
4
3,761,463
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,761,463
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES      
b TOTAL CAPITAL GAIN DISTRIBUTIONS P    
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 772,709   646,368 126,341
b 97,253     97,253
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       126,341
b       97,253
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 223,594
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 4,081
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 4,081
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 4,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 49
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,870
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet3,870 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletWI
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletKAREN FANTL TREASURER Telephone no.bullet (262) 637-9301

    Located atbullet1600 GOOLD STREETRACINEWI ZIP+4bullet53404
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    BERNICE M STYBERG PRESIDENT
    1.00     		0 0 0
    1600 GOOLD STREET
    RACINE,WI53404
    MICHAEL BUDISH VICE PRESIDENT
    2.00     		0 0 0
    1600 GOOLD STREET
    RACINE,WI53404
    KAREN FANTL TREASURER
    2.00     		0 0 0
    1600 GOOLD STREET
    RACINE,WI53404
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,800,579
    b
    Average of monthly cash balances.......................
    1b
    139,680
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,940,259
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    4,940,259
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    74,104
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,866,155
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    243,308
    Part X
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here right arrow and do not complete this part.)
    1
    Minimum investment return from Part IX, line 6..................
    1
    243,308
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,081
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,081
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    239,227
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    239,227
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    239,227
    Part XI
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
     
    b
    Program-related investments—total from Part VIII-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.
    4
     
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 9
    Part XII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2020     		(c)
    2020     		(d)
    2021
    1 Distributable amount for 2021 from Part X, line 7 239,227
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:2019, 2018, 2017 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 505,942
    b From 2017...... 983,941
    c From 2018...... 3,646,307
    d From 2019...... 328,214
    e From 2020...... 504,832
    f Total of lines 3a through e ........ 5,969,236
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 734,286
    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..... 239,227
    e Remaining amount distributed out of corpus 495,059
    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 6,464,295
    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) ...     		505,942
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		5,958,353
    10 Analysis of line 9:
    a Excess from 2017.... 983,941
    b Excess from 2018.... 3,646,307
    c Excess from 2019.... 328,214
    d Excess from 2020.... 504,832
    e Excess from 2021.... 495,059
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    BERNICE M STYBERG
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    MICHAEL BUDISH
    1600 GOOLD STREET
    RACINE,WI53404
    (262) 637-9301
    bThe form in which applications should be submitted and information and materials they should include:
    NONE
    cAny submission deadlines:
    APL.'S ACCEPTED ANY TIME WITH NOTICE OF APP., REJ., OR REQ. FOR ADD. INFO. USUALLY WITHIN 90 DAYS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS PRINCIPALLY ARE MADE TO NON-PROFIT ORGANIZATIONS WHICH SERVE PERSONS IN SOUTHEASTERN WISCONSIN.
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    ADULT AND TEEN CHALLENGE WISCONSIN
    9236 WEST APPLETON AVENUE
    MILWAUKEE,WI53225     		N/A PC GENERAL SUPPORT 2,500
    ANCHOR MINISTRIES
    4900 SPRING STREET SUITE 203
    RACINE,WI53406     		N/A PC GENERAL SUPPORT 10,000
    AUDIO & BRAILLE LITERARY ENHANCEMENT
    803 WEST WELLS STREET
    MILWAUKEE,WI53233     		N/A PC GENERAL SUPPORT 1,000
    AURORA HEALTH CARE FOUNDATION INC
    750 W VIRGINIA STREET
    MILWAUKEE,WI53234     		N/A SO II GENERAL SUPPORT 25,700
    AVOW FOUNDATION INC
    1095 WHIPPOORWILL LANE
    NAPLES,FL34105     		N/A SO II GENERAL SUPPORT 2,500
    BIG BROTHERS BIG SISTERS
    3131 TAYLOR AVE BOX 7 BUILDING 4
    RACINE,WI53405     		N/A PC GENERAL SUPPORT 2,500
    BOY SCOUTS OF AMERICA
    2319 NORTHWESTERN AVENUE
    RACINE,WI53404     		N/A PC GENERAL SUPPORT 1,000
    CARE NET FAMILY RESOURCE CENTER
    6105 22ND AVENUE
    KENOSHA,WI53143     		N/A PC GENERAL SUPPORT 1,000
    CENTER FOR DEAF-BLIND PERSONS INC
    3195 S SUPERIOR STREET
    MILWAUKEE,WI53207     		N/A PC GENERAL SUPPORT 5,000
    CHILDRENS HOSPITAL OF WISCONSIN FOUNDATION INC
    PO BOX 1997 MS 3050
    MILWAUKEE,WI53201     		N/A PC GENERAL SUPPORT 28,312
    CHRISTIAN RECORD SERVICES FOR THE BLIND
    5900 S 58TH ST SUITE M
    LINCOLN,NE68516     		N/A PC GENERAL SUPPORT 1,000
    COMMUNITY PROJECTS FOR SENIORS
    3073 S CHASE AVENUE SUITE 210
    MILWAUKEE,WI53207     		N/A PC GENERAL SUPPORT 5,000
    COVENANT HARBOR
    1724 W MAIN STREET
    LAKE GENEVA,WI53147     		N/A PC GENERAL SUPPORT 1,000
    DOWNS SYNDROME ASSOCIATION OF WISCONSIN
    11709 W CLEVELAND AVENUE SUITE 2
    WEST ALLIS,WI53227     		N/A PC GENERAL SUPPORT 3,000
    DOWNTOWN RACINE CORPORATION
    425 MAIN STREET
    RACINE,WI534031030     		N/A PC GENERAL SUPPORT 1,000
    FAITH HOPE & LOVE INC
    740 COLLEGE AVENUE
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 2,000
    FRIENDS OF CAMP ANOKIJIG INC
    W5639 ANOKIJIG LN
    PLYMOUTH,WI53073     		N/A PC GENERAL SUPPORT 122,361
    FROEDTERT HOSPITAL FOUNDATION
    9200 W WISCONSIN AVE
    MILWAUKEE,WI53226     		N/A PC CANCER CENTER 25,511
    GARRETT-EVANGELICAL THEOLOGICAL SEMINARY
    2121 SHERIDAN ROAD
    EVANSTON,IL60201     		N/A PC GENERAL SUPPORT 25,496
    GATHERING WATERS CONSERVANCY
    211 SOUTH PETERSON ST STE 270
    MADISON,WI53703     		N/A PC GENERAL SUPPORT 5,000
    GENEVA LAKE ASSOCIATION INC
    PO BOX 412
    LAKE GENEVA,WI53147     		N/A PC GENERAL SUPPORT 1,500
    GENEVA LAKE CONSERVANCY INC
    398 MILL STREET PO BOX 588
    FONTANA,WI53125     		N/A PC GENERAL SUPPORT 12,245
    GENEVA LAKE ENVIRONMENTAL AGENCY
    350 CONSTANCE BOULEVARD
    WILLIAMS BAY,WI53191     		N/A GOV GENERAL SUPPORT 1,000
    GENEVA LAKE MUSEUM
    255 MILL STREET
    LAKE GENEVA,WI531470522     		N/A PC GENERAL SUPPORT 1,000
    GENEVA LAKE WATER SAFETY COMMITTEE INC
    PO BOX 548
    WILLIAMS BAY,WI53191     		N/A PC GENERAL SUPPORT 1,500
    GENEVA LAKES FAMILY YMCA
    203 S WELLS ST
    LAKE GENEVA,WI53147     		N/A SO I GENERAL SUPPORT 5,199
    GLA ENVIRONMENTAL EDUCATION FOUNDATION
    PO BOX 244
    FONTANA,WI53125     		N/A PC GENERAL SUPPORT 1,000
    HALO INC
    2000 DEKOVEN AVENUE NO 1
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 5,000
    HOPES CENTER OF RACINE
    521 SIXTH STREET
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 3,000
    HOSPICE ALLIANCE FOUNDATION
    10220 PRAIRIE RIDGE BOULEVARD
    PLEASANT PRAIRIE,WI53158     		N/A PC GENERAL SUPPORT 2,500
    HUMANE ANIMAL WELFARE SOCIETY
    701 NORTHVIEW ROAD
    WAUKESHA,WI531886902     		N/A PC GENERAL SUPPORT 2,500
    JOHN XXIII EDUCATIONAL CENTER
    1500 VINE STREET
    HUDSON,WI54016     		N/A PC GENERAL SUPPORT 3,000
    JUNIOR ACHIEVEMENT OF RACINE
    PO BOX 1721
    RACINE,WI53401     		N/A PC GENERAL SUPPORT 1,000
    LAKE GENEVA FRESH AIR ASSOCIATION
    PO BOX 10
    WILLIAMS BAY,WI53191     		N/A PC HOLIDAY HOME CAMP 5,000
    LAKESIDE CURATIVE SERVICES
    2503 LINCOLNWOOD COURT
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 1,000
    MIDWEST THERAPEUTIC RIDING PROGRAM INC
    PO BOX 282
    SOMERS,WI53171     		N/A PC GENERAL SUPPORT 1,000
    MILWAUKEE INSTITUTE OF ART AND DESGIN
    273 E ERIE STREET
    MILWAUKEE,WI53202     		N/A PC GENERAL SUPPORT 25,511
    MILWAUKEE PUBLIC TELEVISION
    700 WEST STATE ST NO S214
    MILWAUKEE,WI53233     		N/A PC GENERAL SUPPORT 1,000
    MILWAUKEE SCHOOL OF ENGINEERING
    1025 NORTH BROADWAY STREET
    MILWAUKEE,WI53202     		N/A PC GENERAL SUPPORT 15,296
    MISSIO DEI FELLOWSHIP
    5214 47TH AVE
    KENOSHA,WI53144     		N/A PC GENERAL SUPPORT 25,000
    NCH HEALTHCARE FOUNDATION
    3060 W SALT CREEK LANE
    ARLINGTON HEIGHTS,IL60005     		N/A PC GENERAL SUPPORT 7,500
    RACINE ART MUSEUM
    411 MAIN STREET
    RACINE,WI53401     		N/A PC GENERAL SUPPORT 1,000
    RACINE COUNTY
    2800 OHIO ST
    RACINE,WI53406     		N/A GOV PRITCHARD PARK 101,669
    RACINE COUNTY OPPORTUNITY CENTER INC
    4214 SHERIDAN ROAD
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 2,000
    RACINE FRIENDSHIP CLUBHOUSE INC
    2000 17TH STREET
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 1,000
    RACINE HABITAT FOR HUMANITY
    1501 VILLA STREET
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 7,000
    RACINE HERITAGE MUSEUM
    701 MAIN STREET
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 1,000
    RACINE LITERACY COUNCIL
    734 LAKE AVENUE
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 10,245
    RACINE SYMPHONY ORCHESTRA
    PO BOX 1874
    RACINE,WI53401     		N/A PC GENERAL SUPPORT 1,000
    RACINE VOCATIONAL MINISTRY INC
    214 SEVENTH STREET
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 10,000
    RACINE YMCA
    725 LAKE AVENUE
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 1,500
    RACINE ZOOLOGICAL SOCIETY
    2131 NORTH MAIN STREET
    RACINE,WI53402     		N/A PC GENERAL SUPPORT 1,500
    RONALD MCDONALD HOUSE CHARITIES
    8948 W WATERTOWN PLANK ROAD
    WAUWATOSA,WI53226     		N/A PC GENERAL SUPPORT 5,000
    ROOT-PIKE WATERSHED INITIATIVE NETWORK
    PO BOX 044164
    RACINE,WI53404     		N/A PC GENERAL SUPPORT 2,500
    SALVATION ARMY - RACINE
    1091 WASHINGTON AVENUE
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 5,000
    SHALOM CENTER
    1713 62ND ST
    KENOSHA,WI53143     		N/A PC GENERAL SUPPORT 2,000
    SHEPHERDS COLLEGE
    1805 15TH AVENUE
    UNION GROVE,WI53182     		N/A PC GENERAL SUPPORT 10,198
    SHEPHERDS MINISTRIES
    1805 15TH AVENUE
    UNION GROVE,WI53182     		N/A PC GENERAL SUPPORT 66,321
    SIENA RETREAT CENTER
    5635 ERIE STREET
    RACINE,WI53402     		N/A PC GENERAL SUPPORT 500
    SME EDUCATION FOUNDATION
    ONE SME DRIVE
    DEARBORN,MI48128     		N/A PC GENERAL SUPPORT 5,000
    SOUTHWESTERN SUBURBAN SYMPHONY
    11220 W CARROLL CIR
    FRANKLIN,WI53132     		N/A PC GENERAL SUPPORT 7,500
    SPECIAL OLYMPICS - SE WISCONSIN
    2310 CROSSROADS DR NO 1000
    MADISON,WI53718     		N/A PC GENERAL SUPPORT 5,000
    ST JUDE CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PLACE
    MEMPHIS,TN38105     		N/A PC GENERAL SUPPORT 25,037
    ST MESROB ARMENIAN CHURCH
    4605 ERIE STREET
    RACINE,WI53402     		N/A PC GENERAL SUPPORT 2,500
    ST MONICA'S SENIOR LIVING
    3920 NORTH GREEN BAY ROAD
    RACINE,WI53404     		N/A PC GENERAL SUPPORT 10,181
    THE NATURE CONSERVANCY - WI CHAPTER
    633 WEST MAIN STTREET
    MADISON,WI53703     		N/A PC GENERAL SUPPORT 1,500
    UNITED PERFORMING ARTS FUND INC
    301 W WISCONSIN AVE NO 600
    MILWAUKEE,WI53203     		N/A PC GENERAL SUPPORT 3,000
    UNITED WAY OF RACINE COUNTY
    2000 DOMANIK DRIVE
    RACINE,WI53404     		N/A PC GENERAL SUPPORT 10,245
    VISION FORWARD
    912 NORTH HAWLEY ROAD
    MILWAUKEE,WI532133292     		N/A PC GENERAL SUPPORT 3,000
    VOLUNTEER CENTER OF RACINE INC
    6216 WASHINGTON AVENUE G
    RACINE,WI53406     		N/A PC GENERAL SUPPORT 1,000
    WALK BY FAITH
    2324 TAYLOR AVENUE
    RACINE,WI53403     		N/A PC GENERAL SUPPORT 2,500
    WAR MEMORIAL CENTER
    750 NORTH LINCOLN MEMORIAL DRIVE
    MILWAUKEE,WI53202     		N/A PC GENERAL SUPPORT 1,000
    WISCONSIN HISTORICAL SOCIETY
    816 STATE STREET
    MADISON,WI53706     		N/A PC GENERAL SUPPORT 1,000
    WISCONSIN HUMANE SOCIETY
    4500 W WISCONSIN AVENUE
    MILWAUKEE,WI53208     		N/A PC GENERAL SUPPORT 2,500
    YOUTH FOR CHRIST SOUTHEASTERN WISCONSIN
    3001 CARPENTER AVENUE
    MOUNT PLEASANT,WI53403     		N/A PC GENERAL SUPPORT 25,540
    Total .................................bullet 3a 728,567
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 223,594  
    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) .. 0 318,181 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    318,181
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 11,388 5,694   5,694

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CLWFWATER CORPORATE LEN 305,000 303,564
    PIMCO INCOME INSTL 645,000 567,564

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ISHARE S&P 500 VALUE 18,376 27,217
    SPDR S&P 500 ETF IV 1,535 2,264
    AMERICAN FUNDS EUROPACIF 133,890 119,287
    BLUEROCK TOTAL INCOME RE 368,584 429,637
    CLEARBRIDGE LARGE CAP GR 49,533 49,528
    CONESTOGA SMALL CAP INST 76,168 110,046
    GATEWAY Y 194,717 207,894
    JHANCOCK DISCIPLINED VAL 163,617 183,888
    JPMORGAN HEDGED EQUITY I 358,983 417,993
    JPMORGAN INTERNATIONAL FOCUS I 210,000 163,858
    MFS INTERNATIONAL GROWTH I 9,576 10,844
    T. ROWE PRICE MIDCAP GR 125,991 150,835
    VANECK EMERGING MARKETS I 107,422 67,278
    ABBOTT LABORATORIES 15,572 21,187
    ACCENTURE PLC 6,790 19,991
    ADOBE INC 16,336 32,579
    AIRBNB INC 27,093 15,945
    ALIGN TECHNOLOGY INC 5,475 4,970
    ALPHABET INC. CLASS C 16,149 45,936
    AMAZON.COM INC 81,921 57,353
    AUTODESK INC 21,452 18,572
    DOCUSIGN INC 17,569 7,402
    GARTNER INC 5,280 10,399
    ILLUMINA INC 10,993 6,637
    INTUITIVE SURGICAL 11,712 9,634
    MASTERCARD INC 20,855 32,810
    META PLATFORMS INC CLASS A 28,826 28,058
    MICROSOFT CORP 12,882 32,617
    NETFLIX INC 31,958 11,891
    NIKE INC 5,609 10,322
    PAYPAL HOLDINGS INCORPOR 15,758 11,174
    SALESFORCE COM 25,587 22,776
    SERVICE NOW INC 11,855 20,447
    UNITEDHEALTH GRP INC 12,910 20,545
    VISA INC 15,131 31,896
    ZOETIS INC 6,486 14,267
    AMERICAN INTL GROUP 13,840 16,720
    ARCHER DANIELS MIDLAND C 9,561 18,003
    BAXTERINTERNTNL 18,768 14,709
    BROADCOM INC 11,183 20,404
    CIGNA CORP 19,462 18,183
    CISCO SYSTEMS INC 8,539 14,668
    COGNIZANT TECH SOLU 12,535 15,050
    COMCAST CORP 14,130 14,283
    CONAGRA BRANDS INC 16,447 18,524
    CONOCOPHILLIPS 7,786 19,399
    CVS HEALTH CORP 16,249 21,404
    DISCOVER FINL S 12,275 13,998
    DOLLAR GENERAL CORP 19,088 21,353
    DOLLAR TREE INC 10,771 20,572
    DOVER CORP 17,972 12,860
    DUPONT DE NEMOURS INC 17,163 12,950
    EDISON INTERNTNL 18,303 19,668
    FIDELITY NATL INFO 25,283 17,601
    HOLOGIC INC 18,376 17,464
    HONEYWELL INTL INC 20,468 17,729
    JOHNSON & JOHNSON 13,570 21,124
    MERCK & CO. INC. 12,963 21,151
    METLIFE INC 15,365 17,958
    MOTOROLA SOLUTIONS 11,724 15,510
    NORTHROP GRUMMAN CO 11,151 23,929
    ORACLE CORP 8,921 13,974
    RAYTHEON TECHNOLOGIES CO 13,468 22,009
    TJX COMPANIES INC 22,697 17,816
    TRUIST FINL CORP 11,020 14,798
    U S BANCORP 17,276 14,266
    VERIZON COMMUNICATN 17,834 18,219
    WALT DISNEY CO 14,892 12,555

    TY 2021 OtherAssetsSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    REIT 15,197 15,197 17,116


    TY 2021 OtherExpensesSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSES 55 30   25


    TY 2021 OtherIncreasesSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Description Amount
    PRIOR PERIOD ADJUSTMENT 158


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 18,851 18,851   0


    TY 2021 TaxesSchedule
    Name:
    EC STYBERG FOUNDATION INC
    EIN:
    39-1410323
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAXES 4,000 0   0