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 07-08-2021 , and ending 12-31-2021
Name of foundation
TOM AND JILL LINCOLN FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 1558 DEPT EA5W86
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
COLUMBUS, OH43216
A Employer identification number

86-6605937
B Telephone number (see instructions)

(330) 384-7302
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$13,554,077J 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) 13,086,933
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 47,216 40,209  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 4,931,324
b Gross sales price for all assets on line 6a 14,535,914
7 Capital gain net income (from Part IV, line 2)... 4,931,324
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 18,065,473 4,971,533  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 44,071 22,036   22,036
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 635 635   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 44,706 22,671 0 22,036
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 44,706 22,671 0 22,036
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 18,020,767
b Net investment income (if negative, enter -0-) 4,948,862
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets 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.............      
2 Savings and temporary cash investments.........   994,778 994,778
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......   Click to see attachment6,172,073 6,812,270
c Investments—corporate bonds (attach schedule).......   Click to see attachment6,304,682 5,747,029
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I)   13,471,533 13,554,077
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........   13,471,533
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).....   13,471,533
30 Total liabilities and net assets/fund balances (see instructions). 0 13,471,533
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
 
2
Enter amount from Part I, line 27a .....................
2
18,020,767
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
18,020,767
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
4,549,234
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
13,471,533
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 5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-07-22
b 5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-07-23
c 5000. LINCOLN ELEC HLDGS INC COM     2021-07-26
d 973.97 NUVEEN INSURED TAX FREE BOND MUNICIPAL BOND FUND R     2021-07-26
e 40318.05 NUVEEN INSURED TAX FREE BOND MUNICIPAL BOND FUND R     2021-07-26
965.57 NUVEEN FLAGSHIP MLTST TR IV OHIO MUN BD A     2021-07-26
38567.95 NUVEEN FLAGSHIP MLTST TR IV OHIO MUN BD A     2021-07-26
5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-07-27
60.69 AMERICAN FDS CAP. WORLD GROWTH & INC     2021-08-03
4130.23 AMERICAN FDS CAP. WORLD GROWTH & INC     2021-08-03
35.13 FIRST EAGLE SOGEN FDS INC GLOBAL FD CL I     2021-08-03
1312.01 FIRST EAGLE SOGEN FDS INC GLOBAL FD CL I     2021-08-03
61.34 FUNDAMENTAL INVS     2021-08-03
1348.76 FUNDAMENTAL INVS     2021-08-03
313.45 INVESTMENT COMPANY OF AMERICA     2021-08-03
14093.27 INVESTMENT COMPANY OF AMERICA     2021-08-03
5000. LINCOLN ELEC HLDGS INC COM     2021-08-03
281. NUVEEN MUN TR     2021-08-03
9258.27 NUVEEN MUN TR     2021-08-03
48.52 VANGUARD SPECIALIZED FUNDS     2021-08-03
2838.78 VANGUARD SPECIALIZED FUNDS     2021-08-03
71.32 VANGUARD FENWAY FDS     2021-08-03
2535.78 VANGUARD FENWAY FDS     2021-08-03
29.9 VANGUARD BD INDEX FDS     2021-08-03
1350.74 VANGUARD BD INDEX FDS     2021-08-03
77.8 AMERICAN FUNDS-WASHINGTON MUTUAL INV     2021-08-03
1250.67 AMERICAN FUNDS-WASHINGTON MUTUAL INV     2021-08-03
5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-08-04
257.54 GROWTH FUND OF AMERICA INC.     2021-08-05
5953.16 GROWTH FUND OF AMERICA INC.     2021-08-05
5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-08-05
300. CHEVRONTEXACO CORP   2020-05-13 2021-08-10
139. JOHNSON & JOHNSON CO   2020-05-13 2021-08-10
5000. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-08-10
5000. LINCOLN ELEC HLDGS INC COM     2021-08-11
4600. LINCOLN ELEC HLDGS INC COM   2020-05-13 2021-08-12
5000. LINCOLN ELEC HLDGS INC COM     2021-08-13
3000. LINCOLN ELEC HLDGS INC COM     2021-08-17
5000. LINCOLN ELEC HLDGS INC COM     2021-08-18
29. ABBOTT LABORATORIES   2021-08-23 2021-09-10
44. ACTIVISION BLIZZARD INC   2021-08-16 2021-09-10
38. ADVANCED MICRO DEVICES INC W/1   2021-08-23 2021-09-10
3. ALPHABET INC   2021-08-23 2021-09-10
2. AMAZON.COM INC   2021-08-10 2021-09-10
8. ANTHEM INC   2021-08-23 2021-09-10
53. APPLE COMPUTER   2021-08-16 2021-09-10
13. APPLIED MATERIALS INC   2021-08-10 2021-09-10
32. BOOKING HLDGS INC     2021-09-10
15. CATERPILLAR INC.   2021-08-16 2021-09-10
5. CHARTER COMMUNICATIONS INC CL A   2021-08-23 2021-09-10
523. CHEWY, INC.     2021-09-10
2. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-23 2021-09-10
31. COCA-COLA CO   2021-08-16 2021-09-10
9. CROWN CASTLE INC   2021-08-23 2021-09-10
58. D R HORTON INC   2021-08-16 2021-09-10
5. DEERE & COMPANY   2021-08-16 2021-09-10
302. EASTMAN CHEMICAL CO     2021-09-10
32. EDWARDS LIFESCIENCES CORP   2021-08-23 2021-09-10
16. FACEBOOK INC CL-A   2021-08-16 2021-09-10
90. FREEPORT MCMORAN COPPER & GOLD   2021-08-10 2021-09-10
25. HILTON WORLDWIDE HLDGS INC   2021-08-10 2021-09-10
4. HUMANA INC W/1 RT/SH   2021-08-23 2021-09-10
3. INTUITIVE SURGICAL INC   2021-08-23 2021-09-10
242. ISHARES TR   2021-08-10 2021-09-10
93. ISHARES S & P SMALLCAP 600   2021-08-10 2021-09-10
10. JOHNSON & JOHNSON CO   2021-08-23 2021-09-10
101. MARTIN MARIETTA MATLS INC COM     2021-09-10
219. MASTERCARD INC     2021-09-10
43. MICROSOFT CORP   2021-08-16 2021-09-10
133. MICROSOFT CORP   2021-08-23 2021-09-10
3. NETFLIX INC   2021-08-23 2021-09-10
20. NIKE INC CL B   2021-08-10 2021-09-10
41. NUCOR CORP   2021-08-16 2021-09-10
23. NVIDIA CORP   2021-08-23 2021-09-10
6. O'REILLY AUTOMOTIVE INC   2021-08-23 2021-09-10
129. PARKER HANNIFIN CORP     2021-09-10
19. PAYPAL HOLDINGS INCORPORATION   2021-08-16 2021-09-10
68.99958 QUALCOMM INC   2021-08-16 2021-09-10
170.00042 QUALCOMM INC     2021-09-10
2. SHOPIFY INC   2021-08-10 2021-09-10
71. SNAP INC - A   2021-08-10 2021-09-10
7. STRYKER CORP   2021-08-23 2021-09-10
165. UNION PACIFIC CORP     2021-09-10
15. UNITED PARCEL SVC INC   2021-08-16 2021-09-10
15. VISA INC   2021-08-10 2021-09-10
644.48 MFS SER TR XIII   2021-08-11 2021-09-13
1005.69 MORGAN STANLEY INSTL FD INC   2021-08-24 2021-09-13
321.38 TOUCHSTONE FDS GROUP TR   2021-08-11 2021-09-13
75000. US TREASURY N/B 1.625% 08/31/2022   2021-08-09 2021-09-23
6. ACTIVISION BLIZZARD INC   2021-08-16 2021-10-08
6. ADOBE SYS INC W/1 RT/SH   2021-09-10 2021-10-08
11. ADVANCED MICRO DEVICES INC W/1   2021-08-23 2021-10-08
3. ALPHABET INC   2021-08-23 2021-10-08
3. CATERPILLAR INC.   2021-08-16 2021-10-08
2. CHIPOTLE MEXICAN GRILL INC CLASS A   2021-08-23 2021-10-08
46. D R HORTON INC   2021-08-16 2021-10-08
11. DANAHER CORP   2021-09-10 2021-10-08
92. DEERE & COMPANY     2021-10-08
1969. FREEPORT MCMORAN COPPER & GOLD     2021-10-08
10. HILTON WORLDWIDE HLDGS INC   2021-08-10 2021-10-08
6. INTUIT INC   2021-09-10 2021-10-08
5269. ISHARES TR     2021-10-08
9. JOHNSON & JOHNSON CO   2021-08-23 2021-10-08
2. NIKE INC CL B   2021-08-10 2021-10-08
4. PAYPAL HOLDINGS INCORPORATION   2021-08-16 2021-10-08
6. ROCKWELL INTL CORP NEW   2021-08-16 2021-10-08
14. SALESFORCE.COM INC   2021-08-23 2021-10-08
9. SHERWIN WILLIAMS CO   2021-08-16 2021-10-08
1. SHOPIFY INC   2021-08-10 2021-10-08
3. SNAP INC - A   2021-08-10 2021-10-08
3. STRYKER CORP   2021-08-23 2021-10-08
5. THERMO ELECTRON CORP W/1 RT/SH   2021-09-10 2021-10-08
3. VISA INC   2021-08-10 2021-10-08
5. ACCENTURE PLC-CL A   2021-09-10 2021-10-08
319.31 MORGAN STANLEY INSTL FD INC   2021-08-24 2021-10-11
7255.93 TOUCHSTONE FDS GROUP TR     2021-10-11
200000. US TREASURY N/B 1.625% 08/31/2022   2021-07-30 2021-11-23
949. ACTIVISION BLIZZARD INC     2021-11-30
320. CATERPILLAR INC.     2021-11-30
920. NUCOR CORP     2021-11-30
1552. SNAP INC - A     2021-11-30
143. STRYKER CORP     2021-11-30
37. TESLA INC   2021-09-10 2021-11-30
44.86 MFS SER TR XIII   2021-08-11 2021-12-01
64.78 VICTORY PORTFOLIOS   2021-10-11 2021-12-01
83.38 WASATCH FDS TR   2021-10-11 2021-12-01
1. ABBOTT LABORATORIES   2021-08-23 2021-12-29
29. ADOBE SYS INC W/1 RT/SH   2021-09-10 2021-12-29
241. ADVANCED MICRO DEVICES INC W/1     2021-12-29
141. APPLE COMPUTER     2021-12-29
1. APPLIED MATERIALS INC   2021-08-10 2021-12-29
2. COCA-COLA CO   2021-08-16 2021-12-29
2. D R HORTON INC   2021-08-16 2021-12-29
41. DANAHER CORP   2021-09-10 2021-12-29
1. FACEBOOK INC CL-A   2021-08-16 2021-12-29
90. HUMANA INC W/1 RT/SH     2021-12-29
86. INTUIT INC     2021-12-29
2. ISHARES S & P SMALLCAP 600   2021-08-10 2021-12-29
1. JOHNSON & JOHNSON CO   2021-08-23 2021-12-29
39. MICROSOFT CORP     2021-12-29
454. NIKE INC CL B     2021-12-29
203. NVIDIA CORP     2021-12-29
131. O'REILLY AUTOMOTIVE INC     2021-12-29
1. PFIZER INC   2021-11-30 2021-12-29
1. QUALCOMM INC   2021-08-16 2021-12-29
44. SALESFORCE.COM INC   2021-08-23 2021-12-29
70. TESLA INC   2021-09-10 2021-12-29
52. THERMO ELECTRON CORP W/1 RT/SH   2021-09-10 2021-12-29
1. UNITED PARCEL SVC INC   2021-08-16 2021-12-29
1. VALERO ENERGY   2021-11-30 2021-12-29
1. VISA INC   2021-08-10 2021-12-29
18.04 MFS SER TR XIII   2021-08-11 2021-12-30
22.28 MORGAN STANLEY INSTL FD INC   2021-08-24 2021-12-30
150000. THERMO FISHER SCIENTIFIC INC   2021-07-26 2021-12-30
3.76 VICTORY PORTFOLIOS   2021-10-11 2021-12-30
6.66 WASATCH FDS TR   2021-10-11 2021-12-30
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 673,654   359,550 314,104
b 675,699   359,550 316,149
c 679,483   359,550 319,933
d 9,496   9,356 140
e 393,100   373,380 19,720
11,644   11,527 117
465,130   453,204 11,926
669,004   359,550 309,454
3,979   3,655 324
270,819   183,979 86,840
2,420   2,108 312
90,369   65,416 24,953
4,763   4,497 266
104,731   71,849 32,882
15,959   14,668 1,291
717,629   491,031 226,598
683,370   359,550 323,820
3,504   3,394 110
115,450   105,189 10,261
2,113   1,848 265
123,657   84,470 39,187
6,609   5,686 923
234,987   160,643 74,344
2,202   1,853 349
99,466   59,324 40,142
4,427   4,131 296
71,163   50,759 20,404
686,858   359,550 327,308
19,766   17,294 2,472
456,901   294,024 162,877
689,584   359,550 330,034
30,597   26,598 3,999
24,151   20,497 3,654
710,341   359,550 350,791
713,050   359,550 353,500
654,707   330,786 323,921
713,146   359,550 353,596
420,448   215,730 204,718
694,011   359,550 334,461
3,748   3,655 93
3,528   3,690 -162
4,036   4,117 -81
8,538   8,427 111
6,978   6,641 337
2,866   3,027 -161
7,914   7,990 -76
1,794   1,794  
74,246   69,357 4,889
3,096   3,258 -162
3,938   3,990 -52
40,083   47,436 -7,353
3,819   3,820 -1
1,724   1,778 -54
1,710   1,769 -59
5,273   5,708 -435
1,827   1,914 -87
33,380   34,523 -1,143
3,919   3,763 156
6,087   5,855 232
3,246   3,458 -212
3,193   3,174 19
1,611   1,662 -51
3,228   3,162 66
12,739   12,642 97
10,246   10,395 -149
1,678   1,781 -103
37,822   38,403 -581
76,652   80,052 -3,400
12,830   12,614 216
39,684   40,565 -881
1,814   1,664 150
3,292   3,457 -165
4,675   5,080 -405
5,172   5,058 114
3,552   3,618 -66
36,982   38,578 -1,596
5,424   5,283 141
9,939   10,214 -275
24,489   25,024 -535
3,013   3,059 -46
5,328   5,434 -106
1,938   1,860 78
34,658   36,987 -2,329
2,876   2,956 -80
3,392   3,571 -179
13,921   13,798 123
31,478   31,005 473
15,539   15,757 -218
76,096   76,072 24
466   519 -53
3,471   3,986 -515
1,158   1,205 -47
8,382   8,427 -45
586   661 -75
3,664   3,820 -156
3,847   4,697 -850
3,304   3,671 -367
31,662   34,670 -3,008
67,229   73,561 -6,332
1,416   1,270 146
3,204   3,432 -228
267,912   271,899 -3,987
1,451   1,691 -240
304   360 -56
1,044   1,112 -68
1,810   1,911 -101
3,832   3,636 196
2,622   2,766 -144
1,388   1,530 -142
225   230 -5
792   797 -5
2,915   2,869 46
692   740 -48
1,629   1,719 -90
9,305   9,844 -539
344,584   354,302 -9,718
202,289   202,344 -55
55,967   79,153 -23,186
61,858   68,711 -6,853
99,493   110,756 -11,263
72,352   116,467 -44,115
34,583   36,982 -2,399
41,753   27,938 13,815
953   960 -7
3,198   3,273 -75
1,854   1,890 -36
141   126 15
16,493   19,267 -2,774
36,174   26,063 10,111
25,405   21,296 4,109
161   138 23
118   117 1
214   204 10
13,323   13,681 -358
344   366 -22
42,190   37,330 4,860
55,577   47,305 8,272
229   225 4
171   188 -17
13,398   11,445 1,953
76,921   78,197 -1,276
60,611   41,970 18,641
92,190   78,939 13,251
58   54 4
186   148 38
11,198   11,427 -229
75,848   52,856 22,992
34,175   29,842 4,333
216   199 17
73   66 7
218   247 -29
405   386 19
674   687 -13
163,755   164,448 -693
186   190 -4
152   151 1
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
      27,909
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       314,104
b       316,149
c       319,933
d       140
e       19,720
      117
      11,926
      309,454
      324
      86,840
      312
      24,953
      266
      32,882
      1,291
      226,598
      323,820
      110
      10,261
      265
      39,187
      923
      74,344
      349
      40,142
      296
      20,404
      327,308
      2,472
      162,877
      330,034
      3,999
      3,654
      350,791
      353,500
      323,921
      353,596
      204,718
      334,461
      93
      -162
      -81
      111
      337
      -161
      -76
       
      4,889
      -162
      -52
      -7,353
      -1
      -54
      -59
      -435
      -87
      -1,143
      156
      232
      -212
      19
      -51
      66
      97
      -149
      -103
      -581
      -3,400
      216
      -881
      150
      -165
      -405
      114
      -66
      -1,596
      141
      -275
      -535
      -46
      -106
      78
      -2,329
      -80
      -179
      123
      473
      -218
      24
      -53
      -515
      -47
      -45
      -75
      -156
      -850
      -367
      -3,008
      -6,332
      146
      -228
      -3,987
      -240
      -56
      -68
      -101
      196
      -144
      -142
      -5
      -5
      46
      -48
      -90
      -539
      -9,718
      -55
      -23,186
      -6,853
      -11,263
      -44,115
      -2,399
      13,815
      -7
      -75
      -36
      15
      -2,774
      10,111
      4,109
      23
      1
      10
      -358
      -22
      4,860
      8,272
      4
      -17
      1,953
      -1,276
      18,641
      13,251
      4
      38
      -229
      22,992
      4,333
      17
      7
      -29
      19
      -13
      -693
      -4
      1
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 4,931,324
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 68,789
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 68,789
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a  
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 69,687
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 69,687
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 938
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 40
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 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$   (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)
    bulletOH
    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 .Click to see attachment
    8b
     
    No
    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
    Yes
     
    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 addressbullet  
    14
    The books are in care ofbulletHUNTINGTON NATIONAL BANK Telephone no.bullet (330) 384-7302

    Located atbulletPO BOX 1558 DEPT EA5W86COLUMBUSOH ZIP+4bullet43216
    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)
    Yes
     
    (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
    HUNTINGTON NATIONAL BANK TRUSTEE
    1     		44,071    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    THOMAS H LINCOLN BOARD MEMBER
    1     		0    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    ALICE J LINCOLN BOARD MEMBER
    1     		0    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    DENNIS HANWELL BOARD MEMBER
    1     		0    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    MICHAEL J SHORT BOARD MEMBER
    1     		0    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    WILLIAM B YOUNG BOARD MEMBER
    1     		0    
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    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.........................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
    12,487,647
    b
    Average of monthly cash balances.......................
    1b
    901,403
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    13,389,050
    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
    13,389,050
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    200,836
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    13,188,214
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    319,769
    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
    319,769
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    68,789
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    68,789
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    250,980
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    250,980
    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
    250,980
    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 7 250,980
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 22,036
    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..... 22,036
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		228,944
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    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:
    BOARD OF MANAGERS CO HUNTINGTON BA
    PO BOX 1558 DEPT EA5W86
    COLUMBUS,OH43216
    (330) 384-7302
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN REQUEST TO BOARD OF MANAGERS OR TRUSTEE
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    SEE ATTACHED STATEMENT
    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
    Total .................................bullet 3a  
    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 4,931,324  
    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) ..   4,978,540  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    4,978,540
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    TOM AND JILL LINCOLN FOUNDATION
     
    Employer identification number

    86-6605937
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    TOM AND JILL LINCOLN FOUNDATION
          		Employer identification number
    86-6605937
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    THOMAS AND ALICE LINCOLN
    C/O HUNTINGTON NATIONAL BANK
    PO BOX 1558 DEPT EA5W86
    COLUMBUS, OH43216

    		$ 13,086,933


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    TOM AND JILL LINCOLN FOUNDATION
          		Employer identification number

    86-6605937
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 VARIOUS PUBLICLY TRADED SECURITIES $ 13,006,057 2021-07-08
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    TOM AND JILL LINCOLN FOUNDATION
          		Employer identification number

    86-6605937
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    TOM AND JILL LINCOLN FOUNDATION
    EIN:
    86-6605937
    Statement:
    The Ohio Attorney General requires that charitable organizations operating or organized within the State submit an annual registration through an online portal that highlights key information from the Form 990-PF for public disclosure purposes. The Trust completes this registration as required in lieu of furnishing a copy of its Form 990-PF to comply with the specific reporting instructions of the State of Ohio.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    TOM AND JILL LINCOLN FOUNDATION
    EIN:
    86-6605937
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9128282S8 US TREASURY N/B 1.62 1,015,217 1,008,906
    912828P46 US TREASURY N/B 1.62 182,128 177,980
    46625HRS1 JPMORGAN CHASE & CO 162,948 159,218
    172217YW5 CINCINNATI OHIO 130,104 129,437
    023135BW5 AMAZON COM INC 150,020 148,438
    278642AV5 EBAY INC 155,418 151,677
    960030BA1 WESTERVILLE OH CITY 77,306 78,361
    92826CAM4 VISA INC 156,491 151,281
    037833DP2 APPLE INC 157,157 153,336
    032654AN5 ANALOG DEVICES INC 166,110 163,529
    172217YZ8 CINCINNATI OHIO 126,987 127,981
    009158AY2 AIR PRODUCTS & CHEMI 155,707 152,156
    61744YAN8 MORGAN STANLEY 156,087 153,722
    23338VAN6 DTE ELEC CO 154,474 147,801
    895202BQ1 TRENTON OHIO WTR SYS 50,912 51,560
    808513BS3 SCHWAB CHARLES CORP 156,002 151,453
    912828V80 US TREASURY N/B 2.25 786,006 772,969
    09247XAR2 BLACKROCK INC 153,698 147,742
    70450YAH6 PAYPAL HLDGS INC 156,772 151,844
    91282CCR0 UNITED STATES TREAS 192,938 194,688
    232287DQ2 CUYAHOGA CNTY OHIO S 515,524 51,635
    353174GH2 FRANKLIN CNTY OHIO C 52,891 52,839
    663903HK1 NORTHEAST OH REGL SW 52,530 54,361
    783068CW7 RUSSIA OHIO LOC SCH 90,454 91,480
    29736RAP5 ESTEE LAUDER COS INC 159,735 153,334
    637432NL5 NATIONAL RURAL UTILS 158,538 155,537
    67066GAN4 NVIDIA CORP 151,910 149,111
    776743AM8 ROPER TECHNOLOGIES I 149,943 146,547
    92939UAF3 WEC ENERGY GROUP INC 150,757 148,325
    91282CBL4 US TREASURY N/B 1.12 73,436 72,773
    291011BN3 EMERSON ELEC CO 153,158 147,193
    74460WAD9 PUBLIC STORAGE 153,324 149,815

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TOM AND JILL LINCOLN FOUNDATION
    EIN:
    86-6605937
    Name of Stock End of Year Book Value End of Year Fair Market Value
    43300A203 HILTON WORLDWIDE HLD 67,732 84,859
    461202103 INTUIT 87,617 105,488
    67066G104 NVIDIA CORP 57,458 84,704
    717081103 PFIZER INC 80,897 88,870
    88160R101 TESLA INC 58,502 85,599
    82509L107 SHOPIFY INC - CLASS 76,984 70,247
    552982720 MFS SER TR XIII 430,458 457,593
    464287804 ISHARES TR 226,178 232,913
    79466L302 SALESFORCE.COM INC 104,738 106,480
    30303M102 FACEBOOK INC CL-A 125,265 116,041
    92646A831 VICTORY PORTFOLIOS 336,882 331,013
    007903107 ADVANCED MICRO DEVIC 62,251 83,318
    235851102 DANAHER CORP 103,421 106,928
    46120E602 INTUITIVE SURGICAL I 86,830 92,340
    81762P102 SERVICENOW INC 82,840 81,139
    61756E461 MORGAN STANLEY INSTL 707,507 699,519
    002824100 ABBOTT LABS 79,820 90,777
    038222105 APPLIED MATLS INC 38,712 45,320
    594918104 MICROSOFT CORP 161,166 188,003
    70450Y103 PAYPAL HOLDINGS INCO 115,550 79,015
    747525103 QUALCOMM INC 44,089 55,044
    91913Y100 VALERO ENERGY CORP N 79,439 89,832
    931142103 WAL MART STORES INC 86,693 87,537
    02079K305 ALPHABET INCORPORATI 176,122 185,411
    16119P108 CHARTER COMMUNICATIO 81,033 68,457
    23331A109 D R HORTON INC 118,486 133,068
    28176E108 EDWARDS LIFESCIENCES 77,833 88,612
    478160104 JOHNSON JOHNSON 56,548 60,901
    64110L106 NETFLIX INC 69,269 72,895
    883556102 THERMO FISHER SCIENT 88,078 106,758
    911312106 UNITED PARCEL SVC IN 64,471 71,590
    060505104 BANK AMER CORP 85,285 84,842
    11135F101 BROADCOM INC 87,203 85,838
    191216100 COCA COLA CO 85,254 90,828
    22822V101 CROWN CASTLE INTL CO 86,897 100,195
    68389X105 ORACLE CORP 85,860 84,594
    773903109 ROCKWELL AUTOMATION 79,872 87,910
    00724F101 ADOBE SYS INC 116,668 104,339
    824348106 SHERWIN WILLIAMS CO 82,676 96,492
    92826C839 VISA INC 76,484 69,997
    G1151C101 ACCENTURE PLC-CL A 78,351 97,419
    023135106 AMAZON COM INC 151,951 153,380
    337738108 FISERV INC 61,613 61,236
    036752103 ANTHEM INC 68,061 83,437
    437076102 HOME DEPOT INC 81,634 83,832
    533900106 LINCOLN ELEC HLDGS I 359,550 697,350
    74340W103 PROLOGIS INC 86,034 86,874
    936793744 WASATCH FDS TR 170,126 172,002
    169656105 CHIPOTLE MEXICAN GRI 75,200 69,930
    74144T108 PRICE T ROWE GROUP I 63,957 62,925
    037833100 APPLE INC 156,528 188,579

    TY 2021 OtherDecreasesSchedule
    Name:
    TOM AND JILL LINCOLN FOUNDATION
    EIN:
    86-6605937
    Description Amount
    COST BASIS ADJ OF CY SALES 8,215
    MUTUAL FUND TIMING ADJ 29,156
    PURCHASE OF ACCRUED INTEREST CARRYOVER 3,818
    FMV OVER BASIS OF ASSETS CONTRIBUTED 4,508,045


    TY 2021 TaxesSchedule
    Name:
    TOM AND JILL LINCOLN FOUNDATION
    EIN:
    86-6605937
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 635 635   0