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 12-01-2021 , and ending 11-30-2022
Name of foundation
MCINTYREC S & M F MCINTYRE FDN - EQ
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

38-6046733
B Telephone number (see instructions)

(800) 496-2583
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$2,871,909J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 74,381 74,347  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 81,562
b Gross sales price for all assets on line 6a 624,692
7 Capital gain net income (from Part IV, line 2)... 81,562
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)....... Click to see attachment 11 11  
12 Total. Add lines 1 through 11........ 155,954 155,920  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,866 24,355   36,511
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 5,691 1,812   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.......... 66,557 26,167 0 36,511
25 Contributions, gifts, grants paid....... 187,000 187,000
26 Total expenses and disbursements. Add lines 24 and 25 253,557 26,167 0 223,511
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -97,603
b Net investment income (if negative, enter -0-) 129,753
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............. 139 556 556
2 Savings and temporary cash investments......... 34,529 23,139 23,139
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)....... 1,772,482 Click to see attachment1,620,397 2,207,897
c Investments—corporate bonds (attach schedule)....... 641,305 Click to see attachment706,746 640,317
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) 2,448,455 2,350,838 2,871,909
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........ 2,448,455 2,350,838
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 2,448,455 2,350,838
30 Total liabilities and net assets/fund balances (see instructions). 2,448,455 2,350,838
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
2,448,455
2
Enter amount from Part I, line 27a .....................
2
-97,603
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,350,852
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
14
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,350,838
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 1. ANALOG DEVICES INC   2020-11-06 2021-12-06
b 23. ANALOG DEVICES INC     2021-12-06
c 4. NETFLIX.COM INC     2021-12-06
d 3. ANALOG DEVICES INC   2020-12-17 2021-12-07
e 4. ZIMMER HLDGS INC     2021-12-29
6. ZIMMER HLDGS INC     2021-12-29
12. ZIMMER HLDGS INC     2021-12-29
17. ZIMMER HLDGS INC     2021-12-29
1. ZIMMER HLDGS INC   2020-06-30 2021-12-30
2. NETFLIX.COM INC   2019-05-16 2022-01-05
3. NETFLIX.COM INC   2019-05-16 2022-01-05
2. SNAP INC - A   2021-10-27 2022-01-21
1. SNAP INC - A   2021-10-27 2022-01-21
78. SNAP INC - A     2022-01-21
14. SNAP INC - A   2021-12-06 2022-01-21
26. SNAP INC - A   2021-12-06 2022-01-21
832. VANGUARD BD INDEX FD INC   2021-07-29 2022-02-02
6. SHOPIFY INC - CLASS A     2022-02-03
8. WORKDAY INC-CLASS A     2022-02-04
3. WORKDAY INC-CLASS A     2022-02-04
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
5. WEX INC     2022-02-08
4. WEX INC     2022-02-08
3. WEX INC     2022-02-08
3. WEX INC   2020-04-27 2022-02-09
12. WEX INC     2022-02-09
1. WEX INC   2020-04-29 2022-02-09
4. WEX INC     2022-02-09
1. WEX INC   2020-12-03 2022-02-10
7. WEX INC   2021-03-05 2022-02-10
2. WEX INC     2022-02-10
1. WEX INC   2021-03-05 2022-02-11
11948.881 PGIM HIGH YIELD-R6     2022-02-15
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
5. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
3. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
6. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
2. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
8. ABBVIE INC     2022-03-02
5. ADVANCED MICRO DEVICES INC   2020-11-06 2022-03-02
1. ALPHABET INC-CL C   2014-05-08 2022-03-02
1. ALPHABET INC-CL A   2015-10-30 2022-03-02
1. AMAZON COM INC   2015-04-08 2022-03-02
5. AMERICAN EXPRESS CO   2019-05-15 2022-03-02
4. AMETEK INC NEW   2020-09-30 2022-03-02
3. ANALOG DEVICES INC   2020-12-17 2022-03-02
19. APPLE COMPUTER INC   2011-05-04 2022-03-02
18. BANK OF AMERICA CORPORATION   2015-02-09 2022-03-02
14. BOSTON SCIENTIFIC CORP   2016-12-05 2022-03-02
8. BRISTOL MYERS SQUIBB CO   2019-11-20 2022-03-02
1. CHARTER COMMUNICATIONS INC-A   2018-04-13 2022-03-02
11. CONOCOPHILLIPS     2022-03-02
1. COSTCO WHSL CORP NEW   2021-10-27 2022-03-02
3. DEERE & CO     2022-03-02
5. FACEBOOK INC-A   2015-11-18 2022-03-02
4. FISERV INC   2019-07-18 2022-03-02
3. ARTHUR J GALLAGHER & CO   2021-04-27 2022-03-02
3. HILTON WORLDWIDE HOLDINGS IN   2021-02-24 2022-03-02
4. HONEYWELL INTL INC   2012-06-15 2022-03-02
16. INGERSOLL RAND INC COMMON STOCK     2022-03-02
1. INTUIT   2020-02-25 2022-03-02
2. INTUITIVE SURGICAL INC NEW   2021-09-15 2022-03-02
274. JPMORGAN BETABUILDERS EUROPE ETF     2022-03-02
186. JPMORGAN BETABUILDERS JAPAN ETF   2018-07-25 2022-03-02
5. LILLY ELI & CO   2016-04-07 2022-03-02
4. LOWES COS INC   2012-04-30 2022-03-02
4. MASTERCARD INC - CLASS A   2012-12-14 2022-03-02
2. MCDONALDS CORP   2019-06-10 2022-03-02
15. MICROSOFT CORP   2013-09-11 2022-03-02
7. MONDELEZ INTERNATIONAL-W/I   2014-08-13 2022-03-02
13. MORGAN STANLEY DEAN WITTER & CO NEW   2013-11-12 2022-03-02
13. NEXTERA ENERGY INC   2018-07-18 2022-03-02
4. NIKE INC   2021-02-17 2022-03-02
4. NORFOLK SOUTHN CORP   2018-03-09 2022-03-02
2. NVIDIA CORP   2018-10-08 2022-03-02
1. O'REILLY AUTOMOTIVE INC   2017-05-05 2022-03-02
3. OLD DOMINION FREIGHT LINE INC COM     2022-03-02
3. PPG INDS INC   2020-11-02 2022-03-02
4. PEPSICO INC   2016-02-17 2022-03-02
3. PIONEER NAT RES CO   2016-03-30 2022-03-02
1. REGENERON PHARMACEUTICALS INC   2021-01-28 2022-03-02
1. SVB FINANCIAL GROUP   2021-10-13 2022-03-02
10. SCHWAB CHARLES CORP NEW   2021-01-11 2022-03-02
7. TEXAS INSTRS INC   2016-03-10 2022-03-02
2. THERMO ELECTRON CORP     2022-03-02
4. UNITEDHEALTH GROUP INC   2014-05-08 2022-03-02
2774.725 VANGUARD TTL BD MKT IDX-ADM   2019-02-12 2022-03-02
4. WASTE CONNECTIONS INC   2016-07-26 2022-03-02
24. WELLS FARGO & CO NEW   2020-12-15 2022-03-02
4. EATON CORP PLC   2021-02-19 2022-03-02
5. LINDE PLC   2019-01-07 2022-03-02
4. TRANE TECHNOLOGIES PLC     2022-03-02
7. NXP SEMICONDUCTORS NV     2022-03-02
7. NORFOLK SOUTHN CORP     2022-03-03
7. PPG INDS INC     2022-03-03
24. PPG INDS INC     2022-03-03
1. PPG INDS INC   2020-11-04 2022-03-04
3. PPG INDS INC   2020-11-04 2022-03-04
6. PPG INDS INC     2022-03-04
4. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-03-08
55. INGERSOLL RAND INC COMMON STOCK     2022-03-08
24. PAYPAL HOLDINGS INC     2022-03-08
24. MORGAN STANLEY DEAN WITTER & CO NEW     2022-04-07
24. SCHWAB CHARLES CORP NEW   2021-01-11 2022-04-07
36. WELLS FARGO & CO NEW   2020-12-15 2022-04-07
5. APTIV PLC     2022-04-08
1. APTIV PLC   2021-11-02 2022-04-08
3. APTIV PLC   2021-11-02 2022-04-08
3. APTIV PLC   2021-11-02 2022-04-08
14. APTIV PLC     2022-04-08
1. APTIV PLC   2021-11-02 2022-04-08
10. APTIV PLC     2022-04-11
1. LAUDER ESTEE COS INC CL A   2020-11-06 2022-05-10
19. LAUDER ESTEE COS INC CL A     2022-05-10
5. NEXTERA ENERGY INC   2018-07-18 2022-05-10
5. NEXTERA ENERGY INC   2018-07-18 2022-05-10
16. NEXTERA ENERGY INC     2022-05-10
23. NEXTERA ENERGY INC   2020-05-04 2022-05-10
9. NEXTERA ENERGY INC   2020-05-04 2022-05-11
20. NEXTERA ENERGY INC     2022-05-11
2. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
18. SCHWAB CHARLES CORP NEW     2022-05-19
68. SCHWAB CHARLES CORP NEW     2022-05-19
22. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
2. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
11. LOWES COS INC   2012-04-30 2022-05-20
8. NVIDIA CORP   2018-10-08 2022-05-20
8113.066 LORD ABBETT SHRT DUR INC-F3   2022-02-15 2022-05-26
1. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
51. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
1. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
13. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
271. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
271. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-15 2022-05-27
753. JPMORGAN BETABUILDERS EUROPE ETF     2022-05-27
212. JPMORGAN BETABUILDERS EUROPE ETF   2021-04-20 2022-05-27
24. AMAZON COM INC   2015-06-30 2022-06-17
11. INTUITIVE SURGICAL INC NEW   2021-09-15 2022-06-17
18. NIKE INC   2021-02-17 2022-06-17
18. AMERICAN EXPRESS CO     2022-06-24
8. AMERICAN EXPRESS CO     2022-06-30
10. INGERSOLL RAND INC COMMON STOCK   2021-05-17 2022-06-30
17. INGERSOLL RAND INC COMMON STOCK     2022-06-30
2. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
2. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
16. MORGAN STANLEY DEAN WITTER & CO NEW     2022-06-30
4. NVIDIA CORP   2018-10-08 2022-06-30
2. NVIDIA CORP   2018-10-08 2022-06-30
1. TRANE TECHNOLOGIES PLC   2021-02-19 2022-06-30
3. TRANE TECHNOLOGIES PLC   2021-02-19 2022-06-30
8. TRANE TECHNOLOGIES PLC   2021-02-19 2022-06-30
2. INGERSOLL RAND INC COMMON STOCK     2022-07-01
11. INGERSOLL RAND INC COMMON STOCK     2022-07-01
1. INGERSOLL RAND INC COMMON STOCK   2021-07-07 2022-07-01
2. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
1. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
2. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
. METLIFE INC     2022-07-25
772. ISHARES MISCI EAFE INDEX FUND     2022-08-03
6. ISHARES MISCI EAFE INDEX FUND   2017-05-11 2022-08-03
20. LILLY ELI & CO     2022-08-03
3. O'REILLY AUTOMOTIVE INC     2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
5. OLD DOMINION FREIGHT LINE INC COM     2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
4. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-25
10. AMETEK INC NEW   2020-09-30 2022-08-31
4. LINDE PLC     2022-08-31
3. LINDE PLC   2019-04-08 2022-08-31
16. AMETEK INC NEW     2022-09-01
3. AMETEK INC NEW   2020-10-02 2022-09-01
2. AMETEK INC NEW   2020-10-02 2022-09-01
5. LINDE PLC   2019-04-08 2022-09-01
7. AMETEK INC NEW     2022-09-02
9. AMETEK INC NEW   2020-10-02 2022-09-02
4. AMETEK INC NEW   2021-11-05 2022-09-02
1. AMETEK INC NEW   2021-11-05 2022-09-02
3. AMETEK INC NEW   2021-11-05 2022-09-06
119. SPDR TR UNIT SER 1   2014-10-10 2022-09-15
2. CHARTER COMMUNICATIONS INC-A   2018-04-13 2022-09-29
7. CHARTER COMMUNICATIONS INC-A     2022-09-29
3. CHARTER COMMUNICATIONS INC-A   2020-04-16 2022-09-30
2. SVB FINANCIAL GROUP     2022-10-05
2. SVB FINANCIAL GROUP   2021-10-13 2022-10-05
3. SVB FINANCIAL GROUP     2022-10-06
1. SVB FINANCIAL GROUP   2021-11-02 2022-10-06
136.119 FIDELITY 500 INDEX FUND   2018-02-12 2022-10-10
2. ISHARES CORE MSCI EAFE ETF   2017-06-30 2022-10-10
288. ISHARES CORE MSCI EAFE ETF   2017-06-30 2022-10-10
1007.459 VANGUARD TTL BD MKT IDX-ADM   2019-02-12 2022-10-10
. WELLS FARGO & CO NEW     2022-10-24
23. APPLE COMPUTER INC   2011-05-04 2022-11-01
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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 181   133 48
b 4,164   3,065 1,099
c 2,449   1,465 984
d 555   431 124
e 513   454 59
772   676 96
1,546   1,374 172
2,179   1,994 185
129   119 10
1,146   723 423
1,737   1,085 652
65   109 -44
32   55 -23
2,521   4,212 -1,691
449   670 -221
842   1,244 -402
66,524   68,526 -2,002
4,918   8,969 -4,051
1,904   2,220 -316
710   840 -130
237   280 -43
812   462 350
645   372 273
484   330 154
499   354 145
2,011   1,443 568
167   136 31
673   678 -5
168   181 -13
1,201   1,486 -285
343   368 -25
169   212 -43
62,373   56,553 5,820
235   280 -45
1,176   1,400 -224
705   840 -135
1,367   1,680 -313
456   560 -104
1,200   654 546
591   428 163
2,699   515 2,184
2,692   744 1,948
3,043   381 2,662
906   588 318
526   398 128
484   431 53
3,174   238 2,936
778   294 484
621   288 333
553   451 102
575   306 269
1,091   586 505
528   488 40
1,137   1,076 61
1,036   539 497
395   386 9
477   416 61
439   381 58
750   213 537
813   774 39
486   286 200
599   697 -98
14,729   11,907 2,822
9,490   9,140 350
1,271   371 900
917   125 792
1,380   193 1,187
483   402 81
4,502   492 4,010
455   247 208
1,151   387 764
1,006   551 455
545   576 -31
1,081   579 502
486   134 352
681   252 429
958   860 98
388   405 -17
662   398 264
736   421 315
618   507 111
595   661 -66
821   598 223
1,197   386 811
1,121   665 456
1,947   311 1,636
29,745   29,190 555
514   198 316
1,259   712 547
611   512 99
1,457   785 672
623   602 21
1,330   658 672
1,914   1,012 902
892   953 -61
3,068   3,270 -202
124   135 -11
373   404 -31
742   808 -66
183   194 -11
2,542   2,666 -124
2,243   2,845 -602
1,967   811 1,156
1,911   1,436 475
1,703   1,069 634
542   869 -327
108   174 -66
329   521 -192
326   521 -195
1,523   2,430 -907
109   174 -65
1,097   1,463 -366
233   239 -6
4,369   4,757 -388
344   212 132
346   212 134
1,114   735 379
1,611   1,306 305
631   511 120
1,413   1,173 240
127   120 7
1,131   1,076 55
4,268   3,991 277
1,391   1,187 204
127   108 19
2,014   345 1,669
1,281   537 744
32,371   33,182 -811
53   43 10
2,681   2,213 468
53   43 10
685   564 121
14,262   11,757 2,505
14,241   11,757 2,484
39,617   37,204 2,413
11,166   12,042 -876
2,548   522 2,026
2,120   3,831 -1,711
1,934   2,592 -658
2,605   2,142 463
1,101   956 145
421   485 -64
714   825 -111
598   751 -153
598   750 -152
1,215   567 648
607   268 339
304   134 170
130   153 -23
390   459 -69
1,039   1,225 -186
84   97 -13
460   536 -76
42   49 -7
594   743 -149
296   372 -76
592   743 -151
64     64
50,291   47,474 2,817
391   389 2
6,250   1,477 4,773
2,142   848 1,294
292   286 6
583   579 4
1,465   1,446 19
293   290 3
1,188   1,161 27
1,203   994 209
1,131   712 419
852   555 297
1,916   1,600 316
359   303 56
239   202 37
1,378   924 454
832   989 -157
1,070   908 162
476   565 -89
119   141 -22
354   423 -69
46,291   22,842 23,449
626   612 14
2,189   3,141 -952
931   1,519 -588
728   1,328 -600
730   1,334 -604
1,072   2,140 -1,068
356   737 -381
17,063   12,660 4,403
106   122 -16
15,272   17,512 -2,240
9,390   10,598 -1,208
53     53
3,446   288 3,158
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
      2,525
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       48
b       1,099
c       984
d       124
e       59
      96
      172
      185
      10
      423
      652
      -44
      -23
      -1,691
      -221
      -402
      -2,002
      -4,051
      -316
      -130
      -43
      350
      273
      154
      145
      568
      31
      -5
      -13
      -285
      -25
      -43
      5,820
      -45
      -224
      -135
      -313
      -104
      546
      163
      2,184
      1,948
      2,662
      318
      128
      53
      2,936
      484
      333
      102
      269
      505
      40
      61
      497
      9
      61
      58
      537
      39
      200
      -98
      2,822
      350
      900
      792
      1,187
      81
      4,010
      208
      764
      455
      -31
      502
      352
      429
      98
      -17
      264
      315
      111
      -66
      223
      811
      456
      1,636
      555
      316
      547
      99
      672
      21
      672
      902
      -61
      -202
      -11
      -31
      -66
      -11
      -124
      -602
      1,156
      475
      634
      -327
      -66
      -192
      -195
      -907
      -65
      -366
      -6
      -388
      132
      134
      379
      305
      120
      240
      7
      55
      277
      204
      19
      1,669
      744
      -811
      10
      468
      10
      121
      2,505
      2,484
      2,413
      -876
      2,026
      -1,711
      -658
      463
      145
      -64
      -111
      -153
      -152
      648
      339
      170
      -23
      -69
      -186
      -13
      -76
      -7
      -149
      -76
      -151
      64
      2,817
      2
      4,773
      1,294
      6
      4
      19
      3
      27
      209
      419
      297
      316
      56
      37
      454
      -157
      162
      -89
      -22
      -69
      23,449
      14
      -952
      -588
      -600
      -604
      -1,068
      -381
      4,403
      -16
      -2,240
      -1,208
      53
      3,158
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 81,562
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 1,804
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 1,804
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,072
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,072
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 1,268
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,268 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)
    bulletMI
    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
     
    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 addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK N A TRUSTEE
    2     		46,866    
    10 S DEARBORN ST MC IL1-0111
    CHICAGO,IL60603
    ROCQUE E LIPFORD CO-TRUSTEE
    2     		14,000    
    1065 HOLLYWOOD DRIVE
    MONROE,MI48162
    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
    3,001,304
    b
    Average of monthly cash balances.......................
    1b
    41,757
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,043,061
    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
    3,043,061
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    45,646
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,997,415
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    149,871
    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
    149,871
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,804
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,804
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    148,067
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    148,067
    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
    148,067
    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 7 148,067
    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...... 111,769
    b From 2017...... 15,880
    c From 2018...... 38,321
    d From 2019...... 113,046
    e From 2020...... 26,460
    f Total of lines 3a through e ........ 305,476
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 223,511
    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..... 148,067
    e Remaining amount distributed out of corpus 75,444
    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 5 380,920
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		111,769
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		269,151
    10 Analysis of line 9:
    a Excess from 2017.... 15,880
    b Excess from 2018.... 38,321
    c Excess from 2019.... 113,046
    d Excess from 2020.... 26,460
    e Excess from 2021.... 75,444
    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).)
    NONE
    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.
    NONE
    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:
    JP MORGAN CHASE BANK NA
    685 ST CLAIR AVENUE
    GROSSE POINT,MI48230
    (313) 343-8560
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS MUST HAVE AN OUTLINE OF THE PROPOSED BUDGET AND ITS OBJECTIVES AND A PHOTOCOPY OF EXEMPT STATUS IRS LETTER
    cAny submission deadlines:
    APPLICATIONS ACCEPTED ANYTIME
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NO RESTRICTIONS
    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
    PROJECT SECOND CHANCE MONROE
    PO BOX 103
    MONROE,MI48161     		NONE PC GENERAL 50,000
    WASHINGTON AND LEE
    UNIVERSITY
    204 W WASHINGTON STREET
    LEXINGTON,VA24450     		NONE PC GENERAL 5,000
    READY FOR LIFE
    3250 28TH STREET- STE102
    GRAND RAPIDS,MI49512     		NONE PC GENERAL 5,000
    BOY SCOUTS OF AMERICA
    1979 HURON PARKWAY
    ANN ARBOR,MI48104     		NONE PC GENERAL 2,000
    ALMA COLLEGE
    614 WEST SUPERIOR STREET
    ALMA,MI48801     		NONE PC GENERAL 100,000
    HABITAT FOR HUMANITY OF
    MONROE COUNTY
    213 E KIRKWOOD AVE
    BLOOMINGTON,IN47408     		NONE PC GENERAL 10,000
    MEADOW MONTESSORI
    FOR GENERAL SUPPORT
    1670 SOUTH RAISINVILLE ROAD
    Monroe,MI48161     		NONE PC GENERAL 15,000
    Total .................................bullet 3a 187,000
    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 81,562  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aMISC INCOME     		    1 11  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   155,954  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    155,954
    (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 ExplnOfNonFilingWithAGStmt
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Statement:
    The Michigan Office of the Attorney General has indicated that no Forms 990-PF should be filed with the State unless a charitable organization has pre-registered with the office. Although the situs of this trust is Michigan, it does not solicit contributions from the public nor does it hold assets within the state and therefore it does not meet the registration requirements of the State of Michigan. As a result, the Trust does not furnish a copy of its Form 990-PF to the State.

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Name of Bond End of Year Book Value End of Year Fair Market Value
    92203J308 VANGUARD TTL INTL BN 290,951 258,000
    921937827 VANGUARD SHORT-TERM    
    921937603 VANGUARD TTL BD MKT 90,345 79,654
    74440Y884 PGIM HIGH YIELD-R6 41,446 39,791
    92206C771 VANGUARD MORTGAGE-BA 28,827 24,566
    46429B267 ISHARES US TREASURY 56,698 52,808
    921937835 VANGUARD TOTAL BOND 116,496 106,157
    09260B614 BLCKRCK HI YLD BND P 41,044 39,905
    92203J407 VANGUARD TOTAL INTL 40,939 39,436

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Name of Stock End of Year Book Value End of Year Fair Market Value
    02079K107 ALPHABET INC-CL C 11,909 26,377
    02079K305 ALPHABET INC-CL A 3,661 10,099
    023135106 AMAZON.COM INC 22,346 26,645
    032654105 ANALOG DEVICES INC 6,820 7,564
    037833100 APPLE INC 5,140 30,938
    060505104 BANK OF AMERICA CORP 6,949 10,447
    09062X103 BIOGEN INC 4,363 4,578
    101137107 BOSTON SCIENTIFIC CO 4,761 8,284
    110122108 BRISTOL-MYERS SQUIBB 12,481 15,574
    16119P108 CHARTER COMMUNICATIO    
    30303M102 META PLATFORMS INC-C 13,298 7,322
    438516106 HONEYWELL INTERNATIO 3,755 10,319
    464287465 ISHARES MSCI EAFE ET 38,157 39,467
    46432F842 ISHARES CORE MSCI EA 337,596 331,139
    532457108 ELI LILLY & CO 3,663 12,246
    548661107 LOWE'S COS INC 2,766 9,352
    57636Q104 MASTERCARD INC - A 13,446 21,384
    594918104 MICROSOFT CORP 10,154 47,966
    609207105 MONDELEZ INTERNATION 3,989 6,626
    617446448 MORGAN STANLEY 6,195 13,961
    65339F101 NEXTERA ENERGY INC 12,419 13,298
    655844108 NORFOLK SOUTHERN COR 8,712 12,312
    67066G104 NVIDIA CORP 2,277 6,092
    67103H107 O'REILLY AUTOMOTIVE 3,910 8,645
    713448108 PEPSICO INC 7,113 11,873
    723787107 PIONEER NATURAL RESO 5,107 10,856
    78462F103 SPDR S&P 500 ETF TRU 263,359 472,909
    882508104 TEXAS INSTRUMENTS IN 7,581 14,256
    91324P102 UNITEDHEALTH GROUP I 10,392 32,866
    94106B101 WASTE CONNECTIONS IN 4,004 7,659
    949746101 WELLS FARGO & CO 10,025 13,186
    96208T104 WEX INC    
    98956P102 ZIMMER BIOMET HOLDIN    
    025816109 AMERICAN EXPRESS CO 6,150 7,722
    518439104 ESTEE LAUDER COMPANI    
    64110L106 NETFLIX INC    
    70450Y103 PAYPAL HOLDINGS INC    
    315911750 FIDELITY 500 INDEX F 290,245 420,804
    00287Y109 ABBVIE INC 9,734 17,569
    337738108 FISERV INC 4,858 5,009
    580135101 MCDONALD'S CORP 9,276 11,184
    G5494J103 LINDE PLC 7,289 13,459
    N6596X109 NXP SEMICONDUCTORS N 15,212 18,463
    007903107 ADVANCED MICRO DEVIC 7,492 5,900
    031100100 AMETEK INC    
    09857L108 BOOKING HOLDINGS INC 8,649 10,397
    461202103 INTUIT INC 6,558 8,559
    693506107 PPG INDUSTRIES INC    
    75513E101 RAYTHEON TECHNOLOGIE 4,701 4,837
    883556102 THERMO FISHER SCIENT 11,398 16,246
    N07059210 ASML HOLDING NV-NY R 2,051 4,257
    20825C104 CONOCOPHILLIPS 12,837 21,861
    22160K105 COSTCO WHOLESALE COR 7,390 8,089
    244199105 DEERE & CO 15,336 18,522
    363576109 ARTHUR J GALLAGHER & 6,270 8,761
    43300A203 HILTON WORLDWIDE HOL 5,937 6,703
    45687V106 INGERSOLL RAND INC C 4,947 5,127
    46120E602 INTUITIVE SURGICAL I 4,956 4,326
    46641Q191 JPMORGAN BETABUILDER 33,316 28,139
    46641Q217 JPMORGAN BETABUILDER 88,754 85,428
    46641Q225 JPMORGAN BETABUILDER 79,291 92,488
    46641Q233 JPMORGAN BETABUILDER 56,482 57,001
    654106103 NIKE INC -CL B 4,634 3,620
    679580100 OLD DOMINION FREIGHT 6,497 6,960
    75886F107 REGENERON PHARMACEUT 6,116 8,269
    78486Q101 SVB FINANCIAL GROUP    
    808513105 SCHWAB (CHARLES) COR    
    82509L107 SHOPIFY INC - CLASS    
    83304A106 SNAP INC - A    
    98138H101 WORKDAY INC-CLASS A    
    G29183103 EATON CORP PLC 6,256 7,682
    G6095L109 APTIV PLC    
    G8994E103 TRANE TECHNOLOGIES P 4,618 5,353
    023608102 AMEREN CORPORATION 8,603 8,217
    099502106 BOOZ ALLEN HAMILTON 6,523 8,193
    30231G102 EXXON MOBIL CORP 5,234 5,233
    61174X109 MONSTER BEVERAGE COR 7,763 8,846
    743315103 PROGRESSIVE CORP 10,305 11,497
    872590104 T-MOBILE US INC 8,371 8,936

    TY 2021 OtherDecreasesSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Description Amount
    MUTUAL FUND ADJUSTMENT 13
    ROUNDING 1


    TY 2021 OtherIncomeSchedule2
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 11 11  


    TY 2021 TaxesSchedule
    Name:
    MCINTYREC S & M F MCINTYRE FDN - EQ
    EIN:
    38-6046733
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 64 64   0
    FEDERAL TAX PAYMENT - PRIOR YE 807 0   0
    FEDERAL ESTIMATES - INCOME 3,072 0   0
    FOREIGN TAXES ON QUALIFIED FOR 1,569 1,569   0
    FOREIGN TAXES ON NONQUALIFIED 179 179   0