Form990-PF
Click to see attachment
Click to see attachmentClick to see attachment

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
CASTLE FOUNDATION
CO CAROLYN OMALLEY
Number and street (or P.O. box number if mail is not delivered to street address)US BANK NATL ASSOC PO BOX 3168
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PORTLAND, OR97208
A Employer identification number

87-6117177
B Telephone number (see instructions)

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$3,089,075J 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... 72,914 72,914  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,456
b Gross sales price for all assets on line 6a 789,246
7 Capital gain net income (from Part IV, line 2)... 144,456
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........ 217,370 217,370  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 40,287 32,230   8,057
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 2,200 1,760   440
b Accounting fees (attach schedule)....... Click to see attachment 500 400   100
c Other professional fees (attach schedule).... Click to see attachment 15,645 12,516   3,129
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 7,339 5,871   1,468
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 65,971 52,777   13,194
25 Contributions, gifts, grants paid....... 269,490 269,490
26 Total expenses and disbursements. Add lines 24 and 25 335,461 52,777   282,684
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -118,091
b Net investment income (if negative, enter -0-) 164,593
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............. 10 12 12
2 Savings and temporary cash investments......... 21,640 42,096 42,096
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)....... 3,134,827 Click to see attachment3,033,096 3,046,967
c Investments—corporate bonds (attach schedule)....... 35,000    
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 attachment1    
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,191,478 3,075,204 3,089,075
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,191,478 3,075,204
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)..... 3,191,478 3,075,204
30 Total liabilities and net assets/fund balances (see instructions). 3,191,478 3,075,204
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
3,191,478
2
Enter amount from Part I, line 27a .....................
2
-118,091
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1,817
4
Add lines 1, 2, and 3 ..........................
4
3,075,204
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,075,204
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 CAPITAL GAIN DIST - 20% P 2020-01-01 2022-06-30
b AIRBNB INC P 2021-03-02 2022-01-20
c BAIRD AGGREGATE BOND FD INSTL P 2021-02-05 2022-01-20
d COUPA SOFTWARE INC P 2021-11-05 2022-01-20
e EXACT SCIENCES CORPORATION P 2021-07-30 2022-01-20
FEDERATED HERMES P 2021-02-05 2022-01-20
INTEL CORP P 2022-01-20 2022-03-16
ISHARES CORE S P 500 P 2022-01-20 2022-03-16
ISHARES CORE US TREASURY BOND P 2022-01-20 2022-03-16
NVIDIA CORP P 2021-03-02 2022-01-20
NVIDIA CORP P 2021-05-11 2021-09-13
P T TELEKOMUNIKASI P 2021-06-25 2022-01-20
PFIZER INC P 2022-01-20 2022-03-16
RINGCENTRAL INC P 2021-05-11 2022-01-20
SALESFORCE.COM INC P 2021-02-05 2022-01-20
SQUARE INC P 2021-11-05 2022-01-20
TELADOC INC P 2021-05-11 2022-01-20
TRADE DESK INC P 2021-05-11 2022-01-20
WOODSIDE PETROLEUM LTD P 2022-06-01 2022-06-23
ZILLOW GROUP INC P 2021-11-05 2022-01-20
XP INC P 2021-10-08 2021-10-25
ADYEN P 2020-04-03 2022-01-20
ALBEMARLE CORP P 2019-11-26 2022-01-20
ALFA LAVAL P 2018-10-11 2022-01-20
ALIBABA GROUP HOLDINGS LTD P 2020-05-28 2022-01-20
ALPHABET INC P 2015-07-21 2022-01-20
AMERICAN TOWER CORP P 2017-02-14 2021-09-13
BANCO BILBAO P 2018-10-11 2022-01-20
BANK OF AMERICA CORP P 2016-11-16 2022-01-20
BANK OF AMERICA CORP P 2020-03-05 2021-09-13
BMO 36M P 2018-09-25 2021-09-30
BARON EMERGING MARKETS P 2017-11-17 2022-01-20
CABOT OIL GAS CORP P 2020-05-04 2021-07-30
CENTENE CORP COM P 2019-11-04 2022-01-20
CHUGAI PHARMACEUTIC P 2019-03-26 2022-01-20
COPART INC P 2020-04-03 2022-01-20
COSTCO WHSL CORP NEW COMMON STOCK P 2017-07-20 2022-01-20
DBS GROUP HLDGS LTD P 2018-10-11 2022-01-20
DASSAULT SYSTEMS P 2018-10-11 2022-01-20
DIAGEO PLC P 2019-03-26 2022-01-20
ECOLAB INC P 2019-11-26 2022-01-20
EDWARDS LIFESCIENCES CORP P 2017-11-17 2022-01-20
EPIROC P 2019-04-22 2022-01-20
FACEBOOK INC P 2018-10-12 2022-01-20
FANUC CORPORATION P 2018-10-11 2022-01-20
FEDERATED HERMES P 2014-03-24 2022-01-20
FEDERATED HERMES P 2018-01-26 2022-06-16
FUCHS PETROLUB P 2018-10-11 2022-01-20
HDFC BANK LTD P 2018-10-11 2022-01-20
ICICI BANK LTD P 2018-10-11 2022-01-20
INFINEON TECHNOLOGIES P 2019-12-12 2022-01-20
INTUIT INC P 2020-04-03 2022-01-20
ISHARES RUSSEL 3000 INDEX P 2021-01-05 2022-01-20
ISHARES RUSSEL 3000 INDEX P 2021-01-05 2022-03-16
ISHARES RUSSEL 3000 INDEX P 2021-01-05 2022-01-20
ISHARES MSCI EMERGING MKTS P 2020-02-26 2022-01-20
ITAU UNIBANCO HOLDINGS P 2018-10-11 2022-01-20
JP MORGAN CHASE CO P 2020-05-21 2022-01-20
JP MORGAN CHASE CO P 2020-05-21 2021-09-13
KUBOTA LTD P 2018-10-11 2022-01-20
LOREAL P 2018-10-11 2022-01-20
LONZA GROUP P 2018-10-11 2022-01-20
MARATHON PETROLEUM CORP P 2018-10-11 2022-01-20
MATCH GROUP INC P 2020-02-26 2022-01-20
MICROSOFT CORP P 2017-11-17 2022-01-20
MICRON TECHNOLOGY INC P 2020-02-10 2022-01-20
NESTLE SA P 2018-10-11 2022-01-20
NOVOZYMES P 2018-10-11 2022-01-20
PAYPAL HOLDINGS INC P 2019-11-26 2022-01-20
PING AN INSURANCE P 2019-04-22 2022-01-20
RINGCENTRAL INC P 2018-12-07 2022-01-20
RINGCENTRAL INC P 2018-12-07 2022-03-16
ROCHE HLDG LTD P 2019-04-22 2022-01-20
S P GLOBAL INC P 2016-05-03 2022-01-20
SALESFORCE.COM INC P 2020-03-05 2022-01-20
SAP SE P 2018-10-11 2022-01-20
SCHNEIDER ELECT P 2019-12-12 2022-01-20
SCHWAB CHARLES CORP P 2016-11-16 2022-01-20
SCHWAB CHARLES CORP P 2016-11-16 2022-03-16
SCHWAB CHARLES CORP P 2020-02-26 2021-09-13
SCHWAB U.S. P 2019-12-12 2022-03-16
SERVICENOW INC P 2017-03-16 2022-01-20
SGS P 2019-04-22 2022-01-20
SONOVA HOLDING P 2018-10-11 2022-01-20
SYMRISE P 2018-10-11 2022-01-20
SYSMEX CORP P 2018-10-11 2022-01-20
TAIWAN SEMICONDUCTOR MFG CO LTD P 2018-10-11 2022-01-20
TARGET CORPORATION P 2020-01-16 2022-01-20
TELADOC INC P 2020-11-20 2022-01-20
TRADE DESK INC P 2019-10-02 2022-01-20
TRANSDIGM GROUP INC P 2017-11-17 2022-01-20
TRANSUNION P 2018-11-13 2022-01-20
TYLER TECHNOLOGIES INC P 2018-12-07 2022-01-20
UNI CHARM CORPORATION P 2020-05-04 2022-01-20
UNILEVER PLC P 2018-10-11 2022-01-20
VANGUARD REAL ESTATE P 2019-09-18 2022-01-20
VANGUARD REAL ESTATE P 2019-09-18 2022-03-16
VIATRIS INC P 2020-03-05 2022-01-20
VIATRIS INC P 2016-12-12 2022-03-16
WAL MART STORES INC P 2018-03-05 2022-01-20
MEDTRONIC INC P 2020-03-05 2022-01-20
APTIV PLC P 2018-11-13 2022-01-20
ALCON INC P 2020-08-17 2022-01-20
YANDEX NV P 2019-01-04 2022-01-20
(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 788     788
b 6,489   7,826 -1,337
c 21,200   22,128 -928
d 6,645   13,176 -6,531
e 6,039   8,437 -2,398
8,279   8,473 -194
2,778   3,227 -449
4,786   5,022 -236
4,197   4,363 -166
7,631   4,113 3,518
7,679   4,969 2,710
59   45 14
5,379   5,497 -118
7,567   10,398 -2,831
3,680   3,791 -111
3,382   6,245 -2,863
5,281   9,981 -4,700
3,175   2,219 956
11   12 -1
5,188   6,366 -1,178
16   19 -3
2,795   1,684 1,111
1,738   524 1,214
888   626 262
3,264   4,813 -1,549
8,189   2,109 6,080
7,405   4,847 2,558
2,635   2,589 46
3,799   1,936 1,863
7,353   4,812 2,541
46,200   35,000 11,200
39,143   30,474 8,669
4,819   6,219 -1,400
14,682   11,443 3,239
1,888   1,361 527
8,912   4,737 4,175
10,328   3,249 7,079
953   639 314
1,937   974 963
3,089   2,477 612
10,953   10,007 946
4,465   1,916 2,549
2,355   1,080 1,275
13,314   5,149 8,165
1,071   916 155
27,220   28,749 -1,529
64,156   76,442 -12,286
1,936   2,287 -351
974   608 366
1,594   617 977
6,952   3,839 3,113
8,284   3,274 5,010
22,861   19,912 2,949
8,268   7,476 792
5,361   5,101 260
106,980   85,069 21,911
3,380   5,849 -2,469
1,190   721 469
12,731   7,549 5,182
1,747   1,317 430
1,201   609 592
2,072   909 1,163
218   240 -22
11,549   7,105 4,444
23,193   6,465 16,728
15,574   9,866 5,708
2,119   1,272 847
1,876   1,317 559
11,157   6,908 4,249
1,105   1,568 -463
3,267   1,509 1,758
1,072   794 278
2,142   1,401 741
2,125   524 1,601
2,530   1,868 662
1,394   1,134 260
2,405   1,355 1,050
4,818   1,937 2,881
7,663   3,141 4,522
12,331   7,339 4,992
8,764   8,107 657
1,067   178 889
1,270   1,108 162
3,829   1,743 2,086
1,497   954 543
1,904   1,528 376
5,918   1,773 4,145
11,012   5,663 5,349
4,271   10,009 -5,738
4,940   1,276 3,664
6,892   5,502 1,390
7,041   4,806 2,235
2,338   911 1,427
1,386   1,277 109
403   418 -15
5,674   4,898 776
3,977   3,512 465
8,653   9,295 -642
2,360   3,576 -1,216
3,285   1,898 1,387
1,292   1,224 68
2,916   1,514 1,402
553   437 116
2,135   1,224 911
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       788
b       -1,337
c       -928
d       -6,531
e       -2,398
      -194
      -449
      -236
      -166
      3,518
      2,710
      14
      -118
      -2,831
      -111
      -2,863
      -4,700
      956
      -1
      -1,178
      -3
      1,111
      1,214
      262
      -1,549
      6,080
      2,558
      46
      1,863
      2,541
      11,200
      8,669
      -1,400
      3,239
      527
      4,175
      7,079
      314
      963
      612
      946
      2,549
      1,275
      8,165
      155
      -1,529
      -12,286
      -351
      366
      977
      3,113
      5,010
      2,949
      792
      260
      21,911
      -2,469
      469
      5,182
      430
      592
      1,163
      -22
      4,444
      16,728
      5,708
      847
      559
      4,249
      -463
      1,758
      278
      741
      1,601
      662
      260
      1,050
      2,881
      4,522
      4,992
      657
      889
      162
      2,086
      543
      376
      4,145
      5,349
      -5,738
      3,664
      1,390
      2,235
      1,427
      109
      -15
      776
      465
      -642
      -1,216
      1,387
      68
      1,402
      116
      911
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 2 144,456
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 -16,846
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 2,288
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,288
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,816
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,816
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 1
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 10 527
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet527 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletUT
    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 ofbulletUS BANK NATIONAL ASSOCIATION Telephone no.bullet (503) 464-3578

    Located atbulletPO BOX 3168PORTLANDOR ZIP+4bullet97208
    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
     
    No
    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
    us bank national association Trustee
    5.00     		40,287    
    po box 3168
    portland,OR97204
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,723,245
    b
    Average of monthly cash balances.......................
    1b
    58,902
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,782,147
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    3,782,147
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    56,732
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,725,415
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    186,271
    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
    186,271
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,288
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,288
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    183,983
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    183,983
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    183,983
    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 7 183,983
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019...... 73,232
    e From 2020......  
    f Total of lines 3a through e ........ 73,232
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 282,684
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 183,983
    e Remaining amount distributed out of corpus 98,701
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 171,933
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		171,933
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 73,232
    d Excess from 2020....  
    e Excess from 2021.... 98,701
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    SONGA CORBIN
    170 SOUTH MAIN STREET SUITE 600
    SALT LAKE CITY,UT84101
    (503) 275-4327
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APPLICATION SETTING FORTH APPLICANT'S PUBLIC CHARITY STATUS
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    PUBLIC CHARITIES, SOME PREFERENCE TO THOSE PERFORMING ACTIVITIES WITHIN THE STATE OF UTAH.
    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
    BOYS GIRLS CLUBS OF GTR SLC
    669 SOUTH 200 EAST SUITE 100
    SALT LAKE CITY,UT84111     		NONE   ENABLE YOUNG PEOPLE TO REACH FULL POTENTIAL AS PRODUCTIVE, CARING, RESPONSIBLE CITIZENS 4,500
    PLANNED PARENTHOOD ASSN OF UTA
    654 SOUTH 900 EAST
    SALT LAKE CITY,UT84102     		NONE   REPRODUCTIVE HEALTH CARE SERVICES AND ADVOCACY OF PUBLIC POLICIES THAT GUARANTEE RIGHTS AND ACCESS TO THESE SERVICES 2,000
    WESTMINSTER COLLEGE-SALT LAKE
    1840 SOUTH 1300 EAST
    SALT LAKE CITY,UT84105     		NONE   POST-SECONDARY EDUCATION 5,490
    UNIVERSITY OF UTAH COLLEGE OF EDUCA
    1705 E CAMPUS CTR DR 225 MBH
    SALT LAKE CITY,UT84112     		NONE   EDUCATION 5,500
    ALLIANCE HOUSE
    1724 SOUTH MAIN
    SALT LAKE CITY,UT84111     		NONE   SUPPORT CENTER FOR ADULTS WITH SEVERE AND PERSISTENT MENTAL ILLNESS 1,500
    THE CHILDREN'S CENTER-UTAH
    1855 E MEDICAL DRIVE
    SALT LAKE CITY,UT84112     		NONE   PROVIDE COMPREHENSIVE MENTAL HEALTH CARE FOR CHILDREN AND THEIR FAMILIES 1,500
    ODYSSEY HOUSE
    344 EAST 100 SOUTH SUITE 301
    SALT LAKE CITY,UT84111     		NONE   ADDICTION RECOVERY SERVICES 3,000
    YOUNG WOMEN CHRISTIANS ASSN
    322 EAST 300 SOUTH
    SALT LAKE CITY,UT84111     		NONE   ELIMINATE RACISM, EMPOWER WOMEN, AND PROMOTE PEACE 3,000
    CATHOLIC COMMUNITY SERVICES
    745 EAST 300 SOUTH
    SALT LAKE CITY,UT84102     		NONE   PRACTICE GOSPEL VALUES THROUGH SERVICE, SUPPORT AND COLLABORATION 2,500
    WASATCH COMMUNITY GARDENS
    345 EAST 400 SOUTH SUITE 204
    SALT LAKE CITY,UT84111     		NONE   EDUCATION 1,000
    SALT LAKE CITY BICYCLE COLLECTIVE
    2312 S WEST TEMPLE
    SALT LAKE CITY,UT84115     		NONE   PROVIDE REFURBISHED BICYCLES AND EDUCATION PROGRAMS TO THE COMMUNITY 1,000
    SALT LAKE DONATED DENTAL SERVICES
    1383 SOUTH 900 WEST STE 128
    SALT LAKE CITY,UT84104     		NONE   DENTAL SERVICES 3,000
    VOLUNTEERS OF AMERICA UTAH
    140 WEST 2100 SOUTH SUITE 138
    SALT LAKE CITY,UT84115     		NONE   VOLUNTEER SERVICES 2,000
    NEIGHBORHOOD HOUSE UTAH
    1050 WEST 500 SOUTH
    SALT LAKE CITY,UT84104     		NONE   PROVIDE DAYCARE AND SUPPORT SERVICES FOR LOW-INCOME FAMILIES 5,000
    UNIVERSITY OF UTAH - COLLEGE OF NUR
    10 SOUTH 2000 EAST
    SALT LAKE CITY,UT84112     		NONE   NURSING EDUCATION 2,500
    UNIVERSITY OF UTAH - COLLEGE OF SCI
    1430 E PRESIDENTS CIRCLE RM 220 JTB
    SALT LAKE CITY,UT84112     		NONE   SCIENCE EDUCATION 5,500
    UNIVERSITY OF UTAH - DEPT OF PSYCHI
    501 CHIPETA WAY
    SALT LAKE CITY,UT84108     		NONE   PSYCHIATRY EDUCATION AND RESEARCH 2,500
    YMCA OF GREATER SALT LAKE
    3098 S HIGHLAND DR SUITE 290
    SALT LAKE CITY,UT84106     		NONE   YOUTH DEVELOPMENT, HEALTHY LIVING, AND SOCIAL RESPONSIBILITY 3,500
    GIRL SCOUTS OF UTAH
    445 EAST 4500 SOUTH
    SALT LAKE CITY,UT84157     		NONE   BUILD GIRLS OF COURAGE, CONFIDENCE AND CHARACTER 1,000
    CREATE REEL CHANGE DBA MENTAL HEALT
    536 E 4050 S APT 4E
    SALT LAKE CITY,UT84107     		NONE   EDUCATE AND PROMOTE AWARENESS OF MENTAL HEALTH ISSUES 1,500
    UTAH YOUTH VILLAGE
    5800 SOUTH HIGHLAND DRIVE
    SALT LAKE CITY,UT84121     		NONE   RESIDENTIAL CARE IN TREATMENT FOSTER HOMES AND FAMILY HOMES 3,000
    CROSSROADS URBAN CENTER
    347 SOUTH 400 EAST
    SALT LAKE CITY,UT84111     		NONE   EMERGENCY FOOD SERVICES 4,000
    THE ROAD HOME
    210 SOUTH RIO GRANDE STREET
    SALT LAKE CITY,UT84101     		NONE   EMERGENCY SHELTER SERVICES 2,500
    RONALD MCDONALD HOUSE CHARITIES
    1135 E SOUTH TEMPLE
    SALT LAKE CITY,UT84111     		NONE   PROVIDE TEMPORARY HOME-AWAY-FROM-HOME FOR FAMILIES OF CHILDREN RECEIVING TREATMENT AT AREA HOSPITALS 3,500
    JUNIOR LEAGUE OF SALT LAKE
    526 EAST 300 SOUTH
    SALT LAKE CITY,UT84102     		NONE   IMPROVE LIVES OF WOMEN AND CHILDREN 4,000
    SHARING PLACE
    1695 EAST 3300 SOUTH
    SALT LAKE CITY,UT84106     		NONE   GRIEF SUPPORT FOR CHILDREN 4,000
    FRIENDS OF TRACY AVIARY
    589 EAST 1300 SOUTH
    SALT LAKE CITY,UT84105     		NONE   PROVIDE UP-CLOSE EXPERIENCES WITH BIRDS AND NATURE 2,000
    COMMUNITY NURSING SERVICES
    6949 HIGH TECH DRIVE
    MIDVALE,UT84047     		NONE   NURSING SERVICES 2,000
    INTERMOUNTAIN THERAPY ANIMALS
    4050 SOUTH 2700 EAST
    SALT LAKE CITY,UT84124     		NONE   ENHANCE QUALITY OF LIFE THROUGH THE HUMAN-ANIMAL BOND 1,000
    CENTRO HISPANO
    650 W 100 N
    PROVO,UT84601     		NONE   PROVIDE EQUITABLE ACCESS TO INFORMATION, RESOURCES, AND EDUCATIONAL PROGRAMS 2,000
    UNIVERSITY OF UTAH - UNDERGRADUATE
    195 S CENTRAL CAMPUS DRIVE
    SALT LAKE CITY,UT84112     		NONE   PROVIDE SUPPORT FOR STUDENT SUCCESS AND COMPLETION 5,000
    UNIVERSITY OF UTAH - LOWELL BENNION
    200 SOUTH CENTRAL CAMPUS DR RM 101
    SALT LAKE CITY,UT84112     		NONE   SUPPORT FOR UNIVERSITY COMMUNITY ENGAGEMENT 1,500
    UNIVERSITY OF UTAH - WOMEN'S RESOUR
    200 CENTRAL CAMPUS DR RM 411
    SALT LAKE CITY,UT84112     		NONE   EDUCATIONAL AND SUPPORT SERVICES FOR WOMEN 3,500
    UNIVERSITY OF UTAH - PBS UTAH KUED
    201 S WASATCH DR RM 215
    SALT LAKE CITY,UT84112     		NONE   ENTERTAIN, INFORM, AND ENRICH VIEWERS WITH EXCEPTIONAL CONTENT 2,500
    UNIVERSITY OF UTAH - HONORS COLLEGE
    1975 DETROBRIAND ST BLDG 619
    SALT LAKE CITY,UT84113     		NONE   ENCOURAGE MOTIVATION AND ENGAGEMENT OF STUDENTS 1,500
    GUADALUPE CENTER EDUCATION PRO
    340 SOUTH GOSHEN STREET
    SALT LAKE CITY,UT84104     		NONE   IMPROVE QUALITY OF LIFE FOR INDIVIDUALS IN LATINO COMMUNITIES 2,000
    SALT LAKE COMMUNITY COLLEGE
    4600 S REDWOOD ROAD AD050
    SALT LAKE CITY,UT84123     		NONE   SUPPORT FOR HIGHER EDUCATION 2,000
    UNIVERSITY OF UTAH - SKAGGS PATIENT
    201 S PRESIDENTS CIRCLE ROOM 304
    SALT LAKE CITY,UT84112     		NONE   PROVIDE HEALTH AND WELLNESS PROGRAMMING FOR INDIVIDUALS IN THE COMMUNITY 5,500
    INTERMOUNTAIN SPECIALIZED ABUSE TRE
    1800 S W TEMPLE SUITE 421
    SALT LAKE CITY,UT84115     		NONE   ABUSE TREATEMENT 8,000
    JUNIOR ACHIEVEMENT OF UTAH
    641 EST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE   FREE ENTERPRISE EDUCATION 2,000
    MAKE-A-WISH FOUNDATION OF UTAH
    2091 EAST 4800 SOUTH SUITE 15
    SALT LAKE CITY,UT84117     		NONE   GRANT WISHES OF CHILDREN DIAGNOSED WITH LIFE-THREATENING MEDICAL CONDITIONS 1,500
    FRIENDS FOR SIGHT
    661 SOUTH 200 EAST
    SALT LAKE CITY,UT84111     		NONE   VISION DISORDER SCREENING AND EDUCATION 3,000
    SCOTTISH RITE CHILDREN'S LEARNING C
    1140 36TH STREET SUITE 160
    OGDEN,UT84403     		NONE   CHILD DISABILITY SERVICES 8,000
    UTAH COUNCIL OF THE BLIND
    1301 WEST 500 SOUTH
    WOODS CROSS,UT84087     		NONE   SERVICES FOR BLIND 2,000
    PREVENT CHILD ABUSE UTAH
    2955 HARRISON BLVD SUITE 104
    OGDEN,UT84403     		NONE   PREVENT CHILD ABUSE 5,000
    BIG BROTHER BIG SISTERS OF UTA
    151 EAST 5600 SOUTH STE 200
    SALT LAKE CITY,UT84107     		NONE   HELP CHILDREN REALIZE THEIR POTENTIAL AND BUILD THEIR FUTURES 2,000
    ASSISTANCE LEAGUE OF SALT LAKE
    PO BOX 9353
    SALT LAKE CITY UT,UT84109     		NONE   PROVIDE CHILDREN'S CLOTHING 1,500
    CAMP HOBE
    PO BOX 520755
    SALT LAKE CITY,UT84152     		NONE   DAY CAMPS FOR CANCER PATIENTS 2,000
    FLOURISH VENTURES
    4640 S ASPEN LANE
    TAYLORSVILLE,UT84123     		NONE   PROVIDE STARTUP AND OPERATIONAL SUPPORT FOR NEW SOCIAL ENTERPRISES AND ENTREPRENEURS THAT WISH TO CREATE SKILLED TRAINING AND EMPLOYMENT OPPORTUNITIES FOR INDIVIDUALS IN RECOVERY 2,500
    UTAH SPECIAL OLYMPICS INC
    5 TRIAD CENTER SUITE 315
    SALT LAKE CITY,UT84180     		NONE   SPORTS TRAINING AND COMPETITION FOR PEOPLE WITH INTELLECTUAL DISABILITIES 2,000
    RAPE RECOVERY CENTER
    2035 SOUTH 1300 EAST
    SALT LAKE CITY,UT84105     		NONE   EMPOWER THOSE VICTIMIZED BY SEXUAL VIOLENCE THROUGH ADVOCACY, CRISIS INTERVENTION, AND THERAPY 3,000
    EYE CARE FOR KIDS FOUNDATION
    6895 S STATE STREET
    SALT LAKE CITY,UT84047     		NONE   EMPLOWER CHILDREN TO REACH FULL EDUCATION AND SOCIAL POTENTIAL THROUGH VISION 2,500
    UTAH FOOD BANK
    1025 SOUTH 700 WEST
    SALT LAKE CITY,UT84104     		NONE   PROVIDE FOOD FOR IN-NEED FAMILIES IN UTAH 3,500
    UNIVERSITY OF UTAH - FIRST STAR ACA
    1901 E SOUTH CAMPUS DRIVE 1135
    SALT LAKE CITY,UT84112     		NONE   IMPROVE THE LIVES OF YOUTH IN FOSTER CARE 2,000
    SOUTH VALLEY SANCTUARY
    PO BOX 1028
    WEST JORDAN,UT84048     		NONE   DOMESTIC VIOLENCE SERVICES 2,000
    UNIVERSITY OF UTAH - SCHOOL OF MEDI
    295 CHIPETA WAY
    SALT LAKE CITY,UT84108     		NONE   MEDICINE EDUCATION 5,000
    DISCOVERY GATEWAY
    444 WEST 100 SOUTH
    SALT LAKE CITY,UT84101     		NONE   INSPIRE CHILDREN OF ALL AGES TO IMAGINE, DISCOVER, AND CONNECT WITH THEIR WORLD 3,500
    MALIHEH FREE CLINIC
    415 EAST 3900 SOUTH
    SALT LAKE CITY,UT84107     		NONE   MEDICAL SERVICES FOR LOW INCOME AND UNINSURED INDIVIDUALS 4,000
    UNIVERSITY OF UTAH - NATURAL HISTOR
    301 WAKARA WAY
    SALT LAKE CITY,UT84112     		NONE   ILLUMINATE THE NATURAL WORLD AND THE PLACE OF HUMANS WITHIN IT 2,000
    ABILITY FOUND
    5236 S GREENPINE DR
    MURRAY,UT84123     		NONE   EQUIPMENT FOR DISABLED INDIVIDUALS 2,000
    JEWISH FAMILIY SERVICES
    1111 EAST BRICKYARD ROAD
    SALT LAKE CITY,UT84106     		NONE   SUPPORT PEOPLE OF ALL FAITHS AS THEY NAVIGATE LIFE CHALLENGES 7,000
    HELPING HANDS ASSC DBA THE HAVEN
    974 EAST SOUTH TEMPLE
    SALT LAKE CITY,UT84102     		NONE   PROVIDE EFFECTIVE AND AFFORDABLE ADDICTION TREATMENT 3,000
    LEGAL AID SOCIETY OF SALT LAKE
    450 SOUTH STATE STREET
    SALT LAKE CITY,UT84111     		NONE   PROMOTE SAFETY, STABILITY, AND SELF-SUFFICIENCY FOR LOW INCOME FAMILIES AND INDIVIDUALS THROUGH LEGAL ADVOCACY AND ASSISTANCE 4,000
    UTAH AIDS FOUNDATION
    1408 SOUTH 1100 EAST
    SALT LAKE CITY,UT84105     		NONE   AIDS SERVICES AND PREVENTION PROGRAMS 2,000
    NATIONAL ALLIANCE ON MENTAL ILLNESS
    1600 WEST 2200 SOUTH STE 202
    WEST VALLEY CITY,UT84119     		NONE   MENTAL ILLNESS SERVICES 1,500
    THERAPY ANIMALS OF UTAH
    2459 WEST 300 NORTH
    PROVO,UT84601     		NONE   ENHANCE QUALITY OF LIFE THROUGH THE HUMAN-ANIMAL BOND 1,000
    UNIVERSITY OF UTAH - SJ QUINNEY LAW
    332 SOUTH 1400 EAST RM 101
    SALT LAKE CITY,UT84112     		NONE   LEGAL EDUCATION AND RESEARCH 2,500
    UNIVERSITY OF UTAH - TANNER HUMANIT
    215 S CENTRAL CAMPUS DR RM 110
    SALT LAKE CITY,UT84112     		NONE   HUMANITIES EDUCATION 10,000
    SUAZO BUSINESS CENTER
    960 W 1700 S
    SALT LAKE CITY,UT84104     		NONE   RESOURCE FOR MINORITY OWNED BUSINESSES 4,000
    PEOPLE HELPING PEOPLE
    205 N 400 W
    SALT LAKE CITY,UT84103     		NONE   TEACH LOW-INCOME WOMEN HOW TO EARN ADEQUATE INCOME THROUGH STABLE EMPLOYMENT 2,500
    SENIOR CHARITY CARE FOUNDATION
    PO BOX 744
    KAYSVILLE,UT84037     		NONE   PROVIDE FINANCIAL ASSISTANCE TO THOSE IN SENIOR CARE SETTINGS WHO REQUIRE CARE BUT LACK FUNDING 2,500
    THE SANDY CLUB
    440 E 8680 S
    SANDY,UT84070     		NONE   EMPOWER BOYS AND GIRLS BY GIVING THEM A SAFE PLACE TO LEARN AND GROW 2,000
    UNIVERSITY OF UTAH - COLLEGE OF FIN
    375 S 1530 E RM 250
    SALT LAKE CITY,UT84112     		NONE   FINE ARTS EDUCATION 1,500
    UNIVERSITY OF UTAH - COLLEGE OF HEA
    383 COLOROW DRIVE
    SALT LAKE CITY,UT84108     		NONE   HEALTH EDUCATION 4,500
    UNIVERSITY OF UTAH - NEIGHBORHOOD P
    1578 W 1700 S
    SALT LAKE CITY,UT84104     		NONE   INCREASE ACCESS TO HIGHER EDUCATION FOR WEST SIDE NEIGHBORHOODS 5,500
    UNIVERSITY OF UTAH - PMR CLINIC
    30 N 1900 E RM 1C104
    SALT LAKE CITY,UT84132     		NONE   QUALITY CLINICAL CARE AND EDUCATION 2,500
    WASATCH HOMELESS HEALTH CARE
    409 W 400 S
    SALT LAKE CITY,UT84101     		NONE   HEALTH CARE AND SUPPORT SERVICES FOR HOMELESS PEOPLE 8,000
    WASATCH FORENSIC NURSES
    1565 E 3300 S
    SALT LAKE CITY,UT84106     		NONE   PROVIDE HEALTHCARE AND COLLECTION OF EVIDENCE FOR VICTIMS OF SEXUAL VIOLENCE 5,500
    INN BETWEEN
    340 S GOSHEN STREET
    SALT LAKE CITY,UT84104     		NONE   PROVIDE SAFE REFUGE AND DIGNIFIED CARE FOR THE HOMELESS 2,500
    MOAB FREE HEALTH CLINIC
    380 N 500 W
    MOAB,UT84532     		NONE   ENSURE ALL MEMBERS OF THE MOAB COMMUNITY HAVE ACCESS TO MEDICAL CARE 1,500
    ENGLISH SKILLS LEARNING CENTER
    650 E 4500 S 220
    SALT LAKE CITY,UT84107     		NONE   FREE ESL AND CITIZENSHIP CLASSES TO IMMIGRANTS AND REFUGEES 2,000
    FRIENDS OF CHILDREN'S JUSTICE CENTE
    35 E 500 S
    SALT LAKE CITY,UT84111     		NONE   EMPOWER CHILD VICTIMS AND THEIR FAMILIES 2,000
    PEOPLE'S HEALTH CLINIC
    650 ROUND VALLEY DR
    PARK CITY,UT84060     		NONE   NO COST HEALTHCARE TO UNINSURED INDIVIDUALS 1,000
    THE GREEN URBAN LUNCH BOX
    3188 S 1100 W
    SOUTH SALT LAKE,UT84119     		NONE   URBAN FARMING 1,500
    THE UTAH PARENT CENTER
    5296 COMMERCE DR 302
    MURRAY,UT84107     		NONE   HELP PARENTS HELP CHILDREN WITH DISABILITIES TO LIVE INCLUDED, PRODUCTIVE LIVES 4,000
    UNIVERSITY OF UTAH - OFFICE OF FIN
    201 PRESIDENTS CIR
    SALT LAKE CITY,UT84112     		NONE   STUDENT FINANCIAL AID 2,500
    UNIVERSITY OF UTAH - SCHOOL OF MEDI
    30 N 1900 E
    SALT LAKE CITY,UT84132     		NONE   MEDICAL EDUCATION AND RESEARCH 2,500
    UNIVERSITY OF UTAH - WM LIBRARY
    295 1500 E
    SALT LAKE CITY,UT84112     		NONE   UNIVERSITY ACADEMIC LIBRARY 1,500
    WASTE LESS SOLUTIONS
    999 E MURRAY HOLLADAY RD STE 202
    SALT LAKE CITY,UT84117     		NONE   FOOD WASTE REDUCTION 1,000
    Total .................................bullet 3a 269,490
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    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 ............     		    18 144,456  
    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) ..   217,370  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    217,370
    (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: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 500 400 0 100

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCKS 321,325 394,406
    FOREIGN STOCKS 298,027 309,609
    MUTUAL FUNDS 2,413,744 2,342,952

    TY 2021 LegalFeesSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 2,200 1,760 0 440


    TY 2021 OtherIncreasesSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Amount
    PRIOR PERIOD ADJUSTMENT 1,817


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES 300 240 0 60
    MANAGEMENT FEE 15,345 12,276 0 3,069


    TY 2021 TaxesSchedule
    Name:
    CASTLE FOUNDATION
     
    CO CAROLYN OMALLEY
    EIN:
    87-6117177
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX 5,632 4,506   1,126
    FOREIGN TAX 1,238 990   248
    STATE TAX 469 375   94