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 06-01-2021 , and ending 05-31-2022
Name of foundation
ACORN ALCINDA FOUNDATION INC
C/O JAN KENNEDY
Number and street (or P.O. box number if mail is not delivered to street address)5 TIMBER TRAIL APT K223
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
EXETER, NH03833
A Employer identification number

54-1303250
B Telephone number (see instructions)

(860) 610-7582
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$5,242,273J 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 16 16  
4 Dividends and interest from securities... 89,177 89,177  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 475,045
b Gross sales price for all assets on line 6a 3,474,356
7 Capital gain net income (from Part IV, line 2)... 475,045
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........ 564,238 564,238  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 7,000 0   7,000
c Other professional fees (attach schedule).... Click to see attachment 50,968 50,968   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 13,245 2,370   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 21,169 0   21,169
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 92,382 53,338   28,169
25 Contributions, gifts, grants paid....... 247,568 247,568
26 Total expenses and disbursements. Add lines 24 and 25 339,950 53,338   275,737
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 224,288
b Net investment income (if negative, enter -0-) 510,900
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.............      
2 Savings and temporary cash investments......... 99,923 154,799 154,799
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) 236,719 Click to see attachment407,403 392,021
b Investments—corporate stock (attach schedule)....... 3,133,373 Click to see attachment2,939,420 3,536,825
c Investments—corporate bonds (attach schedule)....... 470,984 Click to see attachment619,811 563,541
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 600,444 Click to see attachment644,298 595,087
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) 4,541,443 4,765,731 5,242,273
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,541,443 4,765,731
29 Total net assets or fund balances (see instructions)..... 4,541,443 4,765,731
30 Total liabilities and net assets/fund balances (see instructions). 4,541,443 4,765,731
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
4,541,443
2
Enter amount from Part I, line 27a .....................
2
224,288
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
4,765,731
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,765,731
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)		 (b)
How acquired
P—Purchase
D—Donation 		(c)
Date acquired
(mo., day, yr.) 		(d)
Date sold
(mo., day, yr.)
1 a PUBLICLY TRADED SECURITIES   2021-06-30 2022-05-31
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 3,474,356   2,999,311 475,045
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       475,045
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 475,045
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 7,102
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 7,102
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,409
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,409
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
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 10 307
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet307 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletVA
    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 ofbulletPKF O'CONNOR DAVIES LLP Telephone no.bullet (201) 712-9800

    Located atbullet300 TICE BLVDWOODCLIFF LAKENJ ZIP+4bullet07677
    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
    JAN B KENNEDY DIR. VP.
    5.00     		0 0 0
    5 TIMBER TRAIL
    EXETER,NH03833
    KIT C KENNEDY DIR. PRES. SEC
    5.00     		0 0 0
    16846 BLACK MARLIN CIRCLE
    LEWES,DE19958
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    5,892,636
    b
    Average of monthly cash balances.......................
    1b
    157,737
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    6,050,373
    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
    6,050,373
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    90,756
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,959,617
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    297,981
    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
    297,981
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    7,102
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    7,102
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    290,879
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    290,879
    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
    290,879
    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 7 290,879
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 207,493
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 275,737
    a Applied to 2020, but not more than line 2a 207,493
    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..... 68,244
    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 ..........     		222,635
    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....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    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
    ALICE LLOYD COLLEGE
    100 PURPOSE ROAD
    PIPPA PASSES,KY41844     		NONE PC SCHOLARSHIPS FOR POOR STUDENTS 5,000
    ALLIANCE DEFENSE FUND
    8960 E RAINTREE DRIVE SUITE 300
    SCOTTSDALE,AZ85260     		NONE PC PROTECTING FREEDOM OF SPEECH 19,000
    AMERICAN RED CROSS
    75 PEARL STREET
    HARTFORD,CT06103     		NONE PC SUPPORT THE RED CROSS EFFORTS 2,000
    ANNAPOLIS LODGE NO 89 CHARITABLE FOUNDATION INC
    PO BOX 6446
    ANNAPOLIS,MD21040     		NONE PC MD THERAPEUTIC RIDING IN CONJUNCTION WITH CYSTIC FIBROSIS 3,000
    AUTISM SOCIETY OF NORTH CAROLINA
    5121 KINGDOM WAY SUITE 100
    RALEIGH,NC27607     		NONE PC TO SUPPORT PROGRAMS THAT HELP INDIVIDUALS AND FAMILIES EFFECTED BY AUTISUM 2,000
    BRYAN P HEALY FOUNDATION
    1102 TEMFIELD ROAD
    TOWSON,MD21286     		NONE PC ADDING TO THEIR SCHOLARHIP FUND FOR KIDS AT LOCAL HIGH SCHOOLS. 3,000
    CENTRAL ASIA INSTITUTE
    PO BOX 7209
    BOZEMAN,MT59771     		NONE PC SUPPORT EDUCATION IN ASIA 500
    COMMUNITY INVESTMENT COLLABORATIVE
    PO BOX 2976
    CHARLOTTESVILLE,VA22902     		NONE PC TO SUPPORT ENTREPRENEUR PROGRAMS 2,500
    CONNECTICUT CHILDREN'S MEDICAL CENTER FOUNDATION
    120 CHARTER OAK PLACE
    HARTFORD,CT06106     		NONE PC TO SUPPORT CHILDREN MEDICAL RESEARCH 3,000
    CONSTRUCTIVE WORKSHOPS INC
    102 WASHINGTON STREET
    NEW BRITAIN,CT06051     		NONE PC SUPPORT THE EDUCATION AND WORK OF THE HANDICAPPED 2,000
    CPTV
    240 NEW BRITAIN AVENUE
    HARTFORD,CT06106     		NONE PC SUPPORTING PUBLIC TV 1,000
    DELAWARE STRONG FAMILIES
    PO BOX 925
    SEAFORD,DE19973     		NONE PC PROTECTING FREEDOM OF SPEECH 10,000
    DELMARVA TEEN CHALLENGE INC
    611 3RD STREET
    SEAFORD,DE19973     		NONE PC HELPING YOUNG ADDITIVE PEOPLE 3,000
    DILLWYN VOLUNTEER FIRE DEPARTMENT
    PO BOX 398
    DILLWYN,VA23936     		NONE PC SUPPORT THE DILLWYN VOLUNTEER FIRE DEPARTMENT 1,000
    END 68 HOURS OF HUNGER
    7 FINN AVENUE
    NEWFIELDS,NH03856     		NONE PC SUPPORTING FOOD PROGRAMS FOR CHILDREN 2,500
    EXETER ELEMENTARY SCHOOL PTO 48
    40 MAIN STREET
    EXETER,NH03833     		NONE PC SUPPORTING SUGARSHACK AT ELEMENTARY SCHOOL FOR YOUTH PROGRAMS 1,000
    FAMILY RESEARCH COUNCIL
    801 G STREET NW
    WASHINGTON,DC20001     		NONE PC PROTECTING FREEDOM OF SPEECH 8,000
    FIDELCO GUIDE DOG FOUNDATION INC
    PO BOX 142
    BLOOMFIELD,CT06002     		NONE PC SUPPORT THE TRAINING OF GUIDE DOGS 1,000
    FOREST LANDOWNERS ASSOCIATION
    PO BOX 450209
    ATLANTA,GA31145     		NONE PC TO FOSTER THE FOREST LANDOWNERS 4,000
    FRIENDS OF SOUTH WINDSOR PUBLIC LIBRARY
    1550 SULLIVAN AVENUE
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORT THE EFFORTS OF THE SW PUBLIC LIBRARY 2,000
    FRIENDS OF WOOD MEMORIAL LIBRARY AND MUSEUM INC
    783 MAIN STREET
    SOUTH WINDSOR,CT06074     		NONE PC TO SUPPORT THEORY HISTORY WORK 6,000
    GLASTONBURY ABC INC
    1160 NEW LONDON TURNPIKE
    GLASTONBURY,CT06033     		NONE PC SUPPORT EDUCATION OF THE LESS FORTUNATE 2,500
    GOODSPEED OPERA HOUSE FOUNDATION INC
    6 MAIN STREET PO BOX A
    EAST HADDAM,CT06423     		NONE PC SUPPORTING THE ARTS 2,000
    GREENSBORO URBAN MINISTRY
    305 W LEE STREET
    GREENSBORO,NC27410     		NONE PC TO SUPPORT FOOD PROGRAMS FOR THE MOST IN NEED 1,000
    GRIMSLEY SENIOR HIGH SCHOOL
    801 N JOSEPHINE BOYD STREET
    GREENSBORO,NC27408     		NONE PC SUPPORT OF THE JROTC PROGRAM 500
    HARTFORD AREA HABITAT FOR HUMANITY INC
    PO BOX 1933
    HARTFORD,CT06144     		NONE PC SUPPORT HABITAT AND REFURBISHING HOME OF THE LESS FORTUNATE 500
    HARTFORD STAGE COMPANY
    50 CHURCH STREET
    HARTFORD,CT06103     		NONE PC SUPPORT THE PERFORMING ARTS 2,000
    HARTFORD SYMPHONY ORCHESTRA
    99 PRATT STREET SUITE 500
    HARTFORD,CT06103     		NONE PC SUPPORT SYMPHONY MUSIC 4,000
    JONI & FRIENDS
    PO BOX 3333
    AQOURA HILLS,CA91376     		NONE PC HELPING PARALYSIS INDIVIDUALS 3,000
    LEWES FIRE DEPARTMENT INC
    PO BOX 225
    LEWES,DE19958     		NONE PC SUPPORTING LOCAL FIRE DEPARTMENT 1,000
    LITTLE THEATER OF MANCHESTER
    177 HARTFORD ROAD
    MANCHESTER,CT06040     		NONE PC SUPPORTING THE ARTS IN HARTFORD 500
    MANCHESTER AREA CONFERENCES OF CHURCHES
    PO BOX 3804
    MANCHESTER,CT06045     		NONE PC SUPPORT THE LESS FORTUNATE 1,000
    MT WASHINGTON PEDIATRIC HOSPITAL
    1708 W ROGERS AVENUE
    BALTIMORE,MD21209     		NONE PC GENERAL OPERATING SUPPORT OF THE HOSPITAL 3,500
    NATIONAL PARKS FOUNDATION
    1110 VERMONT AVENUENW SUITE 200
    WASHINGTON,DC20005     		NONE PC SUPPORTING THE US NATIONAL PARKS 500
    NATIONAL RIGHT TO LIFE COMMITTEE
    512 10TH STREET NW
    WASHINGTON,DC20004     		NONE PC POLITICAL FIGHTING FOR LIFE 1,000
    OUT OF THE GARDEN PROJECT
    300 NC HIGHWAY 68 SOUTH
    GREENSBORO,NC27409     		NONE PC PROVIDE FOOD TO STRUGGLING FAMILIES IN THEIR LOCAL AREA 2,500
    PHI BETA KAPPA
    1606 NEW HAMPSHIRE AVENUE NW
    WASHINGTON,DC20009     		NONE PC SUPPORTING PHI BETA KAPPA HONORING EDUCATIONAL EXCELLENCE 500
    PRINCETON UNIVERSITY
    70 PINE STREET 15TH FLOOR
    NEW YORK,NY10270     		NONE PC SUPPORT COLLEGE EDUCATION 1,000
    READYKIDS
    1000 EAST HIGH STREET
    CHARLOTTESVILLE,VA22902     		NONE PC PROVIDE COUNSELING, FAMILY SUPPORT AND EARLY CHILDHOOD EDUCATION. 2,000
    ROAD SCHOLAR
    11 AVENUE DE LAFAYETTE
    BOSTON,MA02111     		NONE PC SUPPORTING TRAVEL 500
    SALVATION ARMY
    855 ASYLUM AVENUE
    HARTFORD,CT06105     		NONE PC SUPPORTING THE LESS FORTUNATE 500
    SHELBURNE FARMS
    1611 HARBOR ROAD
    SHELBURNE,VT05482     		NONE PC SUPPORTING THE HISTORY OF VERMONT 500
    SHELBURNE MUSEUM
    PO BOX 10
    SHELBURNE,VT05482     		NONE PC SUPPORTING THE VT MUSEUM OF HISTORY 500
    SHRINERS HOSPITALS FOR CHILDREN
    2900 N ROCKY POINT DRIVE
    TAMPA,FL33607     		NONE PC HELPING CHILDREN WITH SIGNIFICANT PARALYSIS 3,000
    SOUTH WINDSOR COMMUNITY CENTER
    NEVERS ROAD
    SOUTH WINDSOR,CT06074     		NONE NC SUPPORTING THE SW COMMUNITY SERVICES 500
    SOUTH WINDSOR COMMUNITY FOUNDATION INC
    PO BOX 1342
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORTING THE DEVELOPMENT OF SW 1,000
    SOUTH WINDSOR CULTURAL ARTS COMMISION
    PO BOX 401
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORT CULTURAL ARTS IN SW 3,000
    SOUTH WINDSOR FIRE DEPARTMENT
    1175 ELLINGTON ROAD
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORT THE SW VOLUNTEER FIRE DEPARTMENT 750
    SOUTH WINDSOR FUEL & FOOD BANK
    150 NEVERS ROAD
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORT THE LESS FORTUNATE IN SW 1,000
    SOUTH WINDSOR HISTORICAL SOCIETY
    PO BOX 216
    SOUTH WINDSOR,CT06074     		NONE PC SUPPORT THE HISTORY OF SW 3,000
    ST PAUL THE APOSTLE CATHOLIC CHURCH
    2715 HORSE PEN CREEK ROAD
    GREENSBORO,NC27410     		NONE PC SUPPORT OF THE YOUTH GROUP 3,000
    ST THERESA'S CATHOLIC CHURCH
    709 BUFFALO STREET
    FARMVILLE,VA23901     		NONE PC REPAIR AND MAINTENANCE OF THE CHURCH 500
    SUSSEX PREGNANCY CARE CENTER
    5 BURGER KING DRIVE
    GEORGETOWN,DE19947     		NONE PC HELPING UNWED MOTHERS 5,000
    THE COLLEGE OF NEW JERSEY
    HILLWOOD LAKES CN 47000
    TRENTON,NJ08650     		NONE PC SUPPORT COLLEGE EDUCATION 2,000
    THE CONGREGATIONAL CHURCH IN EXETER
    21 FRONT STREET
    EXETER,NH03833     		NONE PC SUPPORTING PROGRAMS OF THE CHURCH 3,000
    THE PINGRY SCHOOL
    131 MARTINSVILLE ROAD
    BASKING RIDGE,NJ07920     		NONE PC SUPPORTING EDUCATION AT PINGRY 1,000
    THE WOMEN'S INITIATIVE
    1101 EAST HIGH STREET SUITE A
    CHARLOTTESVILLE,VA22902     		NONE PC SUPPORT MENTAL HEALTH SERVICES FOR WOMEN REGARDLESS OF ABILITY TO PAY 2,500
    THEATERWORKS INC
    233 PEARL STREET
    HARTFORD,CT06103     		NONE PC SUPPORTING THE ARTS 500
    UNIVERSITY OF VIRGINIA SCHOOL OF ENGINEERING & APPLIED SCIENCE
    PO BOX 400314
    CHARLOTTESVILLE,VA22904     		NONE PC SUPPORT THE SCHOOL OF ENGINEERING AT UVA 2,500
    VIRGINA TECH COLLEGE OF NATURAL RESOURCES
    324 CHEATHAM HALL MC0324
    BLACKSBURG,VA24061     		NONE PC TO FOSTER THE EDUCATION IN FORESTRY AND NATURAL ENVIRONMENT 85,818
    VIRGINIA EDUCATION FOUNDATION
    8801A PATTERSON AVENUE
    RICHMOND,VA23229     		NONE PC EDUCATE HIGH SCHOOL STUDENT AND PUBLIC ABOUT FORESTRY 4,000
    WAPPING COMMUNITY CHURCH
    1790 ELLINGTON ROAD
    SOUTH WINDSOR,CT06074     		NONE PC TO SUPPORT THE MUSIC PROGRAM 10,000
    WOMENADE OF GREATER SQUAMSCOTT
    27 GIFFORD FARM ROAD
    STRATHAM,NH03885     		NONE PC SUPPORTING FAMILIES IN THE LOCAL AREA WHO ARE IN CRISIS 3,000
    Total .................................bullet 3a 247,568
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 16  
    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 ............     		    18 475,045  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 564,238 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    564,238
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PKF O'CONNOR DAVIES, LLP 7,000 0   7,000

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMGEN INC. NTS ISIN US031162CU27 13,059 11,651
    ASTRAZENECA FINANCE LLC NTS ISIN US04636NAE31 3,999 3,612
    ASTRAZENECA PLC NTS ISIN US046353AW81 22,696 19,203
    AT&T INC NTS ISIN US00206RKH48 2.2500% 8,969 7,607
    AT&T INC NTS ISIN US00206RML32 25,014 23,279
    BANK OF AMERICA CORPORATION MTN ISIN US06051GJK67 1.1970% 24,966 22,775
    BANK OF AMERICA CORPORATION MTN ISIN US06051GJQ38 25,031 22,887
    BLACKROCK, INC. NTS ISIN US09247XAR26 1.9000% 18,190 15,321
    BP CAPITAL MARKETS AMERICA, INC. NTS ISIN US10373QAZ37 15,337 14,899
    BP CAPITAL MARKETS PLC NTS ISIN US05565QDN51 3.2790% 28,200 27,418
    CANADIAN PACIFIC RAILWAY COMPANY NTSISIN US13645RBF0 12.4500% 6,995 6,165
    CITIGROUP INC. NTS ISIN US172967NA50 1.4620% 33,972 30,599
    CITIGROUP INC. NTS ISIN US172967NE72 1.1770% 12,952 10,995
    COMCAST CORPORATION NTS ISIN US20030NDN84 7,970 6,634
    EQUINOR ASA NTS ISIN US29446MAF95 9,067 8,610
    EQUINOR ASA NTS ISIN US29446MAK80 23,226 20,721
    EXXON MOBIL CORPORATION NTS ISIN US30231GBE17 9,099 8,303
    EXXON MOBIL CORPORATION NTS ISIN US30231GBG64 4.3270% 33,478 31,929
    GOLDMAN SACHS GROUP, INC. NTS OID ISIN US38141GYA65 1.4310% 25,002 22,586
    GOLDMAN SACHS GROUP, INC. NTS OID ISIN US38141GYM04 24,997 22,789
    GOLDMAN SACHS GROUP, INC. NTS OID VARIABLE RATE ISIN US38141GYJ74 2.3830% 7,997 6,719
    JPMORGAN CHASE & CO. NTS OID ISIN US46647PCB04 16,025 14,646
    JPMORGAN CHASE & CO. NTS OID ISIN US46647PCR55 15,997 13,795
    JPMORGAN CHASE & CO. NTS OID VARIABLE RATE ISIN US46647PCP99 16,997 15,310
    METLIFE INC. NTS ISIN US59156RBZ01 23,695 23,767
    MICROSOFT CORPORATION NTS ISIN US594918BY93 3.3000% 14,341 14,165
    MORGAN STANLEY MTN OID ISIN US61747YEA91.7900% 23,989 22,649
    MORGAN STANLEY MTN OID ISIN US61772BAB99 1.5930% 15,996 14,559
    ORACLE CORPORATION NTS ISIN US68389XBV64 2.9500% 9,107 7,850
    ORACLE CORPORATION NTS ISIN US68389XCC74 1.6500% 18,046 16,387
    SHELL INTERNATIONAL FINANCE B.V. NTS ISIN US822582CG52 35,091 30,552
    U.S. BANCORP MTN ISIN US91159HJD35 2.6770% 28,997 25,700
    WELLS FARGO & COMPANY MTN ISIN US95000U2S19 2.3930% 21,314 19,459

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC IRELAND SHS CLASS A 9,508 8,056
    ADIDAS AG ADR 15,658 11,953
    ADOBE SYSTEMS INCORPORATED 45,721 49,143
    ADYEN N V UNSPONSRED ADS 5,241 7,936
    AIA GROUP LIMITED SPONSORED ADR 19,008 20,002
    AIRBUS SE UNSPONSORED ADR 9,413 9,554
    ALCON AG ORD SHS 12,887 13,823
    ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT 26,306 25,720
    ALLEGION PLC ORD SHS 23,641 27,352
    ALPHABET INCORPORATED CAP STK CLASS A 84,803 113,760
    AMADEUS IT GROUP S A UNSPONSORED ADS 13,036 12,390
    AMERICAN TOWER CORPORATION NEW REIT 38,605 44,821
    ANSYS INCORPORATED 11,319 16,921
    APPLE INCORPORATED 33,985 56,855
    APPLIED MATLS INCORPORATED 8,559 19,820
    ASML HOLDING N V N Y REGISTRY SHS 6,646 20,744
    ASPEN TECHNOLOGY INCORPORATED 18,447 19,540
    ATLAS COPCO AB SP ADR A NEW 19,980 16,335
    ATLASSIAN CORPORATION PLC 7,147 6,382
    BALL CORPORATION 50,509 39,129
    BECTON DICKINSON & COMPANY 76,164 74,180
    BENTLEY SYSTEMS INCORPORATED COM 37,030 34,069
    BERKLEY W R CORPORATION 26,105 48,011
    BNP PARIBAS SPONSORED ADR 23,905 19,826
    BOOKING HOLDINGS INCORPORATED 29,636 40,711
    BOSTON SCIENTIFIC CORPORATION 37,229 39,286
    BRIGHT HORIZONS FAM SOL IN DEL 25,462 17,927
    BURBERRY GROUP PLC SPONSORED ADR 14,184 12,412
    CANADIAN PAC RY LIMITED 20,998 21,001
    CANADIAN PAC RY LIMITED 50,930 58,436
    CELLNEX TELECOM S A UNSPONSORD ADR 10,452 7,922
    CHARLES RIV LABS INTERNATIONAL 21,952 36,514
    CHEMED CORPORATION NEW 23,157 25,187
    CME GROUP INCORPORATED 67,211 71,577
    COMCAST CORPORATION NEW CLASS A 64,972 65,710
    COMPASS GROUP PLC SPONSORED ADR 17,530 18,412
    COOPER COMPANIES INCORPORATED COM 30,170 34,371
    COPART INCORPORATED 14,909 31,608
    COSTAR GROUP INCORPORATED 23,568 18,402
    COSTCO WHOLESALE CORPORATION NEW 19,423 36,363
    CRH PLC ADR 17,221 15,806
    DANAHER CORPORATION 30,452 72,285
    DEERE & COMPANY 36,407 70,838
    DEUTSCHE BOERSE AG UNSPONSORD ADR 10,971 10,744
    DIAGEO PLC SPON ADR NEW 17,943 21,313
    DOLBY LABORATORIES INCORPORATED COM 20,774 20,955
    EDP ENERGIAS DE PORTUGAL SA 19,492 20,418
    ELANCO ANIMAL HEALTH INCORPORATED 25,071 20,072
    ELASTIC N V ORD SHS 4,151 3,882
    EQUIFAX INCORPORATED 22,633 32,006
    ESSILOR LUXOTTICA UNSPONSORED ADR 14,686 12,134
    EXPONENT INCORPORATED 28,734 29,284
    FAIR ISAAC CORPORATION 12,141 16,790
    FANUC CORPORATION ADR 9,956 9,399
    FISERV INCORPORATED 95,184 90,561
    GILEAD SCIENCES INCORPORATED 34,593 34,952
    GIVAUDAN SA ADR 6,633 9,992
    GLOBUS MED INCORPORATED CLASS 19,997 19,712
    HENRY JACK & ASSOC 17,306 24,454
    HOME DEPOT INCORPORATED 36,463 31,484
    HOYA CORPORATION SPONSORED ADR 10,401 14,920
    IBERDROLA SA SPON ADR 3,714 3,592
    ICON PLC SHS 15,621 22,377
    INDUSTRIA DE DISENO TEXTIL IND 11,983 9,796
    INTERACTIVE BROKERS GROUP INCORPORATED 25,830 26,645
    INTERCONTINENTAL EXCHANGE 30,429 24,879
    INTESA SANPAOLO S P A SPONSORED ADR 15,464 11,744
    KBC GROUP NV UNSPONSORED ADR 5,626 5,911
    L OREAL COMPANY ADR 14,640 19,426
    LEGRAND S A UNSPONSORED ADR 10,835 14,531
    LENNOX INTERNATIONAL 25,002 21,097
    LINDE PLC SHS 30,063 57,791
    LINDE PLC SHS 13,785 24,998
    LONDON STK EXCHANGE GROUP 15,640 21,501
    LPL FINL HLDGS INCORPORATED 31,774 43,748
    LVMH MOET HENNESSY LOU VUITTON ADR 10,871 20,214
    MARSH & MCLENNAN COMPANIES 31,145 29,109
    MASTERCARD INCORPORATED CLASS 61,683 79,087
    MICRON TECHNOLOGY INCORPORATED 17,991 21,633
    MICROSOFT CORPORATION 73,470 133,214
    MONDELEZ INTERNATIONAL 34,048 40,168
    MONOTARO COMPANY LIMITED UNSPONSORD 2,299 3,124
    NESTLE S A SPONSORED ADR 27,452 34,907
    NICE LIMITED SPONSORED ADR 11,137 7,152
    NIDEC CORPORATION SPONSORED ADR 6,383 7,082
    NIKE INCORPORATED CLASS B 30,890 27,928
    NORDSON CORPORATION 23,524 36,820
    NOVO-NORDISK A S ADR 8,232 18,104
    NVIDIA CORPORATION 8,640 31,367
    OCADO GROUP PLC SPONSORED ADR 3,549 2,110
    OLYMPUS CORPORATION 13,526 14,596
    POOL CORPORATION 16,186 43,049
    PROCTER AND GAMBLE COMPANY 46,705 54,122
    RECRUIT HLDGS COMPANY LIMITED 19,687 14,696
    RENTOKIL INITIAL PLC SPONSORED ADR 10,372 14,288
    ROCHE HLDG LIMITED SPONSORED ADR 19,481 21,450
    ROLLINS INCORPORATED 13,050 20,352
    S&P GLOBAL INCORPORATED 65,656 66,050
    SCHLUMBERGER LIMITED COM STK 16,729 23,484
    SCHWAB CHARLES CORPORATION 28,913 48,017
    SCOTTS MIRACLE-GRO COMPANY CLASS A 25,922 31,223
    SHERWIN WILLIAMS COMPANY 38,883 35,915
    SHISEIDO COMPANY LIMITED SPONSORED 14,291 9,235
    SITEONE LANDSCAPE SUPPLY INCORPORATED 14,016 33,566
    SOLAREDGE TECHNOLOGIES 5,908 5,181
    SUNCOR ENERGY INCORPORATED NEW 10,292 12,839
    TE CONNECTIVITY LIMITED SHS 21,073 20,571
    TELEDYNE TECHNOLOGIES 29,809 27,143
    TELEPERFORMANCE UNSPONSORD ADR 8,626 16,202
    TEMENOS AG SPONSORED ADR 10,068 6,898
    TERADYNE INCORPORATED 13,559 37,146
    TEXAS INSTRS INCORPORATED 17,637 20,856
    THERMO FISHER SCIENTIFIC INCORPORATED 33,283 32,349
    THOMSON REUTERS CORPORATION. COM 11,359 15,349
    THOR INDUSTRIES INCORPORATED 23,022 27,043
    T-MOBILE US INCORPORATED 37,901 46,116
    UNION PAC CORPORATION 21,670 18,020
    VERISK ANALYTICS INCORPORATED 51,183 47,226
    VERIZON COMMUNICATIONS INCORPORATED 32,878 31,541
    WASTE MGMT INCORPORATED DEL 28,915 45,173
    WATSCO INCORPORATED 27,954 23,772
    ZEBRA TECHNOLOGIES CORPORATION CLASS A 22,531 39,140

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    US Government Securities - End of Year Book Value:

    407,403
    US Government Securities - End of Year Fair Market Value:

    392,021
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 InvestmentsOtherSchedule2
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FEDERATED HERMES CORP BD STRATEGY AT COST 205,585 193,944
    FEDERATED HERMES HI YLD STRATEGY PORT FD AT COST 41,546 36,877
    FEDERATED HERMES INTL BOND STRGY PORT AT COST 44,137 35,408
    FEDERATED HERMES MTG STRGY PORT FD AT COST 353,030 328,858

    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEE - RAYMOND JAMES A/C D423 20,682 20,682   0
    INVESTMENT MANAGEMENT FEE - RAYMOND JAMES A/C K375 12,602 12,602   0
    INVESTMENT MANAGEMENT FEE - RAYMOND JAMES A/C R565 10,536 10,536   0
    INVESTMENT MANAGEMENT FEE - RAYMOND JAMES A/C V006 7,148 7,148   0


    TY 2021 TaxesSchedule
    Name:
    ACORN ALCINDA FOUNDATION INC
     
    C/O JAN KENNEDY
    EIN:
    54-1303250
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL EXCISE TAX 10,875 0   0
    FOREIGN TAX PAID 2,370 2,370   0