TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
CLARY MEMORIAL TRUST UMA

Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634

A Employer identification number

27-7012186

B Telephone number (see instructions)

(314) 418-2643

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$1,415,239J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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)


1	Contributions, gifts, grants, etc., received (attach schedule)
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	36,980		36,980
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		176,851
b	Gross sales price for all assets on line 6a 1,523,136
7	Capital gain net income (from Part IV, line 2)...			176,851
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).......		27	27
12	Total. Add lines 1 through 11........	213,858		213,858
13	Compensation of officers, directors, trustees, etc.	22,873		20,586		2,287
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).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....		164	147		16
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		3,418	595		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).......		26	26
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	27,981		21,354	0	3,803
25	Contributions, gifts, grants paid.......	69,095				69,095
26	Total expenses and disbursements. Add lines 24 and 25	97,076		21,354	0	72,898
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	116,782
b	Net investment income (if negative, enter -0-)			192,504
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............
	2	Savings and temporary cash investments.........	29,677	16,365	16,365
	3	Accounts receivable
		Less: allowance for doubtful accounts		0	0
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts 0
	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).......	474,151	282,216	296,112
	c	Investments—corporate bonds (attach schedule).......	287,905	151,240	144,056
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	592,660	1,051,355	958,706
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	1,384,393	1,501,176	1,415,239
	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 )
	23	Total liabilities (add lines 17 through 22).........		0
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	1,384,393	1,501,176
	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).....	1,384,393	1,501,176
	30	Total liabilities and net assets/fund balances (see instructions).	1,384,393	1,501,176

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

1,384,393

Enter amount from Part I, line 27a .....................

116,782

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

1,501,176

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

1,501,176

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	13. ALBEMARLE CORP			2022-01-12
b	2. ALPHABET INC CL A		2020-06-11	2022-01-12
c	1634.615 ANGEL OAK MULTI STRATEGY INCOME		2021-05-18	2022-01-12
d	40. BP PLC SPONSORED ADR		2019-11-15	2022-01-12
e	1848.903 BARON EMERGING MARKETS INSTITUTIONAL			2022-01-12
	6. BOEING CO		2019-11-15	2022-01-12
	220. COTERRA ENERGY INC			2022-01-12
	7. ELECTRONIC ARTS		2019-11-15	2022-01-12
	2839.098 FEDERATED HERMES INSTL HI YLD BD IS			2022-01-12
	87. FINVOLUTION GROUP A D R		2020-01-15	2022-01-12
	439.676 HARDING LOEVNER FDS INC INTL EQUITY PR		2020-12-29	2022-01-12
	172. INVESCO QQQ TRUST ETF		2020-03-11	2022-01-12
	152. ISHARES CORE S P 500 ETF			2022-01-12
	212. ISHARES S & P MIDCAP 400 INDEX FUND			2022-01-12
	484. ISHARES INTERNATIONAL SELECT ETF		2021-01-27	2022-01-12
	422. ISHARES INTERNATIONAL SELECT ETF		2020-12-29	2022-01-12
	599. ISHARES CORE MSCI EAFE ETF			2022-01-12
	769. ISHARES IBONDS DEC 2023 TERM CP ETF		2021-09-13	2022-01-12
	954. ISHARES IBONDS DEC 2024 TERM CP ETF		2020-06-11	2022-01-12
	752. ISHARES IBONDS DEC 2026 TERM CP ETF		2021-09-13	2022-01-12
	97. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000			2022-01-12
	20. NICE SYSTEMS LTD-SPONSORED ADR		2021-02-23	2022-01-12
	43. NINTENDO LTD A D R		2021-02-23	2022-01-12
	1881.273 NUVEEN REAL ESTATE SECS I			2022-01-12
	41. RIO TINTO PLC SPONSORED ADR		2021-02-23	2022-01-12
	30. SONY CORP AMERN SH NEW		2021-02-23	2022-01-12
	19. STMICROELECTRONICS N V		2019-11-15	2022-01-12
	1806.685 TIAA CREF CORE PLUS BOND FUND ADV		2021-07-30	2022-01-12
	2374.55 TIAA CREF CORE PLUS BOND FUND ADV			2022-01-12
	9. TELADOC INC		2020-12-29	2022-01-12
	1197.854 TOUCHSTONE MID CAP Y		2019-05-23	2022-01-12
	56.667 VANGUARD MID CAP INDEX-ADM		2021-05-18	2022-01-12
	76.944 VANGUARD MID CAP INDEX-ADM		2020-05-14	2022-01-12
	698.324 ALLSPRING SPECIAL MID CAP VAL FD IN		2021-01-27	2022-01-12
	11. CHUBB LTD			2022-01-12
	17. INVESCO QQQ TRUST ETF		2020-03-11	2022-03-03
	66. KONINKLIJKE PHILIPS ELECTRS SPONSORED ADR NEW 2000			2022-03-03
	40. NINTENDO LTD A D R		2021-02-23	2022-03-03
	14. SAP AKTIENGESELLSCHAFT SPONSORED ADR		2022-01-12	2022-03-03
	10. ASML HOLDING NV NY REG SHS		2022-01-12	2022-03-03
	85. ABB LTD A D R		2022-01-12	2022-03-14
	63. ASTELLAS PHARMA INC A D R		2017-10-03	2022-03-14
	579. CANON INC ADR REPSTG 5 SHS		2022-01-12	2022-03-14
	76. CHINA PETROLEUM CHEM A D R		2022-01-12	2022-03-14
	73. CHUNGHWA TELECOM CO LTD A D R		2022-01-12	2022-03-14
	83. CRITEO SA SPON A D R		2022-01-12	2022-03-14
	110. CRITEO SA SPON A D R		2021-02-23	2022-03-14
	78. DEUTSCHE POST AG A D R		2022-01-12	2022-03-14
	37. DSV PANALPINA A S A D R		2022-01-12	2022-03-14
	202. ENI S P A ADR		2022-01-12	2022-03-14
	75. EQUINOR ASA SPON ADR		2022-01-12	2022-03-14
	58. GENMAB A S SP A D R		2022-01-12	2022-03-14
	75. INDUSTRIAS BACHOCO SAB DE CV A D R		2014-03-10	2022-03-14
	117. INVESCO QQQ TRUST ETF		2020-03-11	2022-03-14
	282. ISHARES CORE U.S. AGGREGATE BOND ETF		2022-01-12	2022-03-14
	197. ISHARES MIDCAP INDEX FD		2022-01-12	2022-03-14
	450. KT CORP SP A D R		2022-01-12	2022-03-14
	162. KONINKLIJKE AHOLD DELHAIZE NV ADR		2014-03-10	2022-03-14
	535. MIZUHO FNL GRP A D R		2019-03-15	2022-03-14
	46. NESTLE S A SPONSORED ADR REPSTG REG SH		2022-01-12	2022-03-14
	133. NIPPON TELEG & TEL CORP		2022-01-12	2022-03-14
	83. NIPPON TELEG & TEL CORP		2021-02-23	2022-03-14
	590. NOKIA CORP SPSD A D R		2021-02-23	2022-03-14
	81. NOVARTIS AG SPONSORED ADR		2021-02-23	2022-03-14
	55. NOVO-NORDISK A S ADR		2022-01-12	2022-03-14
	25. ORIX CORP SPONS A D R		2017-10-03	2022-03-14
	48. POSCO A D R		2022-01-12	2022-03-14
	193. PETRO CHINA COMPANY LTD A D R		2022-01-12	2022-03-14
	215. ROCHE HLDG LTD SPONSORED ADR		2022-01-12	2022-03-14
	163. ROCHE HLDG LTD SPONSORED ADR		2021-02-23	2022-03-14
	64. SHINHAN FINANCIAL GROUP A D R		2022-01-12	2022-03-14
	35. SILICON MOTION TECHNOLOGY CORP A D R		2020-03-11	2022-03-14
	22. TOKYO ELECTRON LTD ADR		2022-01-12	2022-03-14
	35. UNITED OVERSEAS BK LTD SPON A D R		2019-03-18	2022-03-14
	31. WPP PLC SPON A D R		2022-01-12	2022-03-14
	19. FERGUSON PLC NEW SHS		2019-03-15	2022-03-14
	115. NOMAD FOODS LTD		2019-11-15	2022-03-14
	76. CHECK POINT SOFTWARE TECH COM		2022-01-12	2022-03-14
	38. INMODE LTD		2022-01-12	2022-03-14
	25. TARO PHARMACEUTICAL INDS INC			2022-03-14
	88. ZIM INTEGRATED SHIPPING SERVIC SHS		2022-01-12	2022-03-14
	23. ABBOTT LABORATORIES		2022-01-12	2022-03-16
	1741.803 AMERICAN CENTURY HIGH INCOME FD Y CL		2021-05-18	2022-03-16
	1500.418 AMERICAN CENTURY HIGH INCOME FD Y CL			2022-03-16
	11. AMGEN INC COMMON STOCK		2022-01-12	2022-03-16
	4. BLACKROCK INC		2022-01-12	2022-03-16
	19. CATERPILLAR INC.		2022-01-12	2022-03-16
	37. CISCO SYS INC		2022-01-12	2022-03-16
	80. COMCAST CORP CL A		2022-01-12	2022-03-16
	17. HONEYWELL INTERNATIONAL INC		2022-01-12	2022-03-16
	41. ISHARES CORE S P 500 ETF		2021-05-18	2022-03-16
	449. ISHARES CORE S P 500 ETF			2022-03-16
	10. MOTOROLA SOLUTIONS INC		2020-01-15	2022-03-16
	80. PFIZER INC		2022-01-12	2022-03-16
	10. RINGCENTRAL INC		2019-02-06	2022-03-16
	20. STARBUCKS CORP COM		2022-01-12	2022-03-16
	20. TEXAS INSTRUMENTS INC		2022-01-12	2022-03-16
	30. VERIZON COMMUNICATIONS		2019-11-15	2022-03-16
	175. VIATRIS INC		2017-10-03	2022-03-16
	13. VISA INC		2022-01-12	2022-03-16
	27. ATLASSIAN CORP PLC CLASS A		2022-01-12	2022-03-16
	9. ACCENTURE PLC CL A		2022-01-12	2022-03-16
	407. ISHARES CORE U.S. AGGREGATE BOND ETF		2022-01-12	2022-03-17
	121. ISHARES CORE U.S. AGGREGATE BOND ETF		2022-01-12	2022-03-31
	50000. JOHN DEERE MTN 2.950% 4/01/22		2019-05-23	2022-04-01
	15. AMAZON COM INC COM		2022-03-16	2022-07-26
	23. APPLE COMPUTER INC COM		2022-01-12	2022-07-26
	53. CENTENE CORP COM		2022-03-16	2022-07-26
	45. CENTENE CORP COM		2020-12-29	2022-07-26
	13. COUPA SOFTWARE INC		2022-01-12	2022-07-26
	700. ISHARES CORE MSCI EAFE ETF		2022-03-14	2022-07-26
	27. CLEARBRIDGE INTERNATIONAL GROWTH		2022-03-15	2022-07-26
	178. MAINSTAY CBRE GLOBAL INFRASTRUCTURE		2022-03-18	2022-07-26
	21. MARATHON PETROLEUM CORP			2022-07-26
	13. MICROSOFT CORP COM		2022-03-16	2022-07-26
	61. MICRON TECHNOLOGY INC		2022-03-16	2022-07-26
	5. TYLER TECHNOLOGIES INC		2022-03-16	2022-07-26
	7. ALBEMARLE CORP		2020-01-15	2022-08-03
	64. AMERICAN BEACON STEPHENS MID CAP GR		2022-01-12	2022-08-03
	29. ISHARES MIDCAP INDEX FD		2022-01-12	2022-08-03
	22. SCHWAB CHARLES CORP COM NEW		2022-03-16	2022-08-03
	17. MEDTRONIC PLC		2022-01-12	2022-08-03
	86. BANK OF AMERICA CORP		2022-03-16	2022-08-04
	37. CENTENE CORP COM		2022-03-16	2022-08-04
	9. FACEBOOK INC A		2022-03-16	2022-08-04
	15. ROPER INDS INC		2022-03-16	2022-08-04
	5. ROPER INDS INC		2021-06-15	2022-08-04
	25. SCHWAB CHARLES CORP COM NEW		2022-03-16	2022-08-04
	6. TRANSDIGM GROUP INC		2022-03-16	2022-08-04
	21. ECOLAB INC COM		2022-03-16	2022-08-11
	72. ISHARES CORE U.S. AGGREGATE BOND ETF		2022-01-12	2022-08-11
	16. ISHARES RUSSELL MIDCAP VALUE ETF		2022-01-12	2022-08-11
	12. ISHARES RUSSELL 2000 INDEX FUND		2022-03-14	2022-08-11
	42. MARATHON PETROLEUM CORP			2022-08-11
	1. MASTERCARD INC		2022-03-16	2022-08-11
	12. MASTERCARD INC			2022-08-11
	40. MICRON TECHNOLOGY INC		2022-03-16	2022-08-11
	12. MICRON TECHNOLOGY INC		2020-03-11	2022-08-11
	19. MEDTRONIC PLC			2022-08-11
	7. AIRBNB INC CL A		2022-03-16	2022-09-30
	3. AMERICAN TOWER CORP		2022-03-16	2022-09-30
	8. COPART INC COM		2022-03-16	2022-09-30
	1. COSTCO WHOLESALE CORP COM		2022-03-16	2022-09-30
	3. ETSY INC		2022-03-16	2022-09-30
	14. GILEAD SCIENCES INC COM		2019-11-15	2022-09-30
	9. JP MORGAN CHASE & CO COM		2022-03-16	2022-09-30
	10. PAYPAL HOLDINGS INC		2022-03-16	2022-09-30
	6. SALESFORCE COM INC		2022-03-16	2022-09-30
	2. SERVICENOW INC		2022-03-16	2022-09-30
	12. TRADE DESK INC THE CLASS A		2019-11-15	2022-09-30
	9. WAL MART STORES INC COM		2022-03-16	2022-09-30
	4. CHUBB LTD		2014-01-16	2022-09-30
	2. BLACKROCK INC		2022-08-11	2022-10-03
	3. COSTCO WHOLESALE CORP COM		2022-03-16	2022-10-03
	2. EQUINIX INC		2022-03-16	2022-10-03
	3. INTUIT INC COMMON STOCK		2022-03-16	2022-10-03
	20. ISHARES CORE U.S. AGGREGATE BOND ETF		2021-12-27	2022-10-03
	3. MASTERCARD INC		2022-03-16	2022-10-03
	2. S P GLOBAL INC		2022-03-16	2022-10-03
	8. SALESFORCE COM INC		2022-03-16	2022-10-03
	3. SERVICENOW INC		2022-03-16	2022-10-03
	2. TRANSDIGM GROUP INC		2022-03-16	2022-10-03
	13. WAL MART STORES INC COM		2022-03-16	2022-10-03
	9. APTIV PLC		2022-03-16	2022-10-03
	18. ISHARES RUSSELL MIDCAP VALUE ETF		2022-01-12	2022-10-31
	41. ISHARES MIDCAP INDEX FD		2022-01-12	2022-10-31
	11. ISHARES RUSSELL 2000 INDEX FUND		2022-03-14	2022-10-31
	54. COPART INC COM		2022-03-16	2022-11-09
	39. ISHARES MSCI EAFE VALUE ETF		2022-03-14	2022-11-09
	25. ISHARES CORE MSCI EAFE ETF		2022-03-14	2022-11-09
	664.71 ANGEL OAK MULTI STRATEGY INCOME		2022-08-03	2022-11-16
	41. ISHARES CORE MSCI EMERGING MKTS ETF		2022-01-12	2022-11-16
	36. CLEARBRIDGE INTERNATIONAL GROWTH		2022-03-15	2022-11-16
	CAPITAL GAIN DIVIDENDS	P
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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
	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		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	3,129	1,195	1,934
b	5,656	2,879	2,777
c	16,755	17,000	-245
d	1,247	1,569	-322
e	33,188	25,665	7,523
	1,308	2,232	-924
	4,815	3,837	978
	924	688	236
	27,994	27,386	608
	415	227	188
	13,274	12,500	774
	66,577	34,381	32,196
	71,855	45,984	25,871
	59,049	57,440	1,609
	15,810	14,702	1,108
	13,785	12,596	1,189
	45,107	39,160	5,947
	19,682	20,024	-342
	24,625	24,985	-360
	19,398	20,052	-654
	3,178	4,648	-1,470
	5,543	4,630	913
	2,510	3,339	-829
	41,332	38,956	2,376
	3,107	3,684	-577
	3,806	3,346	460
	921	463	458
	19,133	20,000	-867
	25,146	25,414	-268
	746	1,797	-1,051
	58,659	42,152	16,507
	17,405	16,000	1,405
	23,633	14,000	9,633
	35,622	30,000	5,622
	2,180	1,617	563
	5,865	3,398	2,467
	2,078	2,690	-612
	2,549	3,106	-557
	1,539	1,960	-421
	6,376	7,377	-1,001
	2,860	3,272	-412
	1,012	825	187
	13,592	14,188	-596
	3,243	3,876	-633
	3,171	3,098	73
	2,107	3,008	-901
	2,793	3,546	-753
	3,835	4,917	-1,082
	3,315	4,080	-765
	5,736	6,051	-315
	2,388	2,110	278
	1,912	2,120	-208
	2,885	3,244	-359
	38,090	23,387	14,703
	30,373	31,791	-1,418
	14,471	16,001	-1,530
	5,960	5,870	90
	4,973	2,496	2,477
	1,405	1,669	-264
	5,634	6,137	-503
	3,917	3,836	81
	2,445	2,222	223
	2,977	2,333	644
	6,868	7,028	-160
	5,680	5,540	140
	2,366	2,033	333
	2,746	3,105	-359
	9,084	9,576	-492
	10,315	10,777	-462
	7,820	6,763	1,057
	1,973	2,160	-187
	2,343	1,317	1,026
	2,516	3,118	-602
	1,552	1,328	224
	2,040	2,506	-466
	2,911	1,349	1,562
	2,368	2,347	21
	10,212	9,155	1,057
	1,377	2,110	-733
	1,164	2,648	-1,484
	7,222	5,440	1,782
	2,733	3,082	-349
	15,728	17,000	-1,272
	13,549	13,937	-388
	2,542	2,540	2
	2,899	3,545	-646
	4,063	4,212	-149
	2,064	2,304	-240
	3,645	4,108	-463
	3,216	3,709	-493
	17,827	17,098	729
	195,231	126,405	68,826
	2,269	1,719	550
	4,244	4,539	-295
	1,072	970	102
	1,785	2,087	-302
	3,499	3,714	-215
	1,564	1,782	-218
	1,821	2,757	-936
	2,765	2,817	-52
	7,274	8,641	-1,367
	2,913	3,410	-497
	43,910	45,883	-1,973
	12,974	13,641	-667
	50,000	50,525	-525
	1,745	2,250	-505
	3,481	4,039	-558
	4,917	4,579	338
	4,175	2,666	1,509
	813	1,963	-1,150
	41,849	46,533	-4,684
	1,432	1,528	-96
	2,262	2,387	-125
	1,848	1,369	479
	3,293	3,785	-492
	3,671	4,791	-1,120
	1,795	2,067	-272
	1,658	566	1,092
	2,009	2,408	-399
	2,064	2,356	-292
	1,519	1,936	-417
	1,593	1,851	-258
	2,863	3,672	-809
	3,438	3,197	241
	1,525	1,812	-287
	6,461	6,716	-255
	2,154	2,305	-151
	1,731	2,200	-469
	3,813	4,001	-188
	3,618	3,602	16
	7,409	8,117	-708
	1,823	1,962	-139
	2,369	2,357	12
	4,077	2,608	1,469
	353	350	3
	4,237	2,737	1,500
	2,507	3,141	-634
	752	555	197
	1,798	2,055	-257
	754	1,068	-314
	638	713	-75
	878	990	-112
	478	551	-73
	303	396	-93
	879	911	-32
	960	1,233	-273
	881	1,058	-177
	883	1,223	-340
	778	1,075	-297
	734	279	455
	1,174	1,311	-137
	745	390	355
	1,133	1,464	-331
	1,420	1,653	-233
	1,148	1,399	-251
	1,176	1,347	-171
	1,946	2,263	-317
	870	1,049	-179
	627	783	-156
	1,172	1,631	-459
	1,145	1,612	-467
	1,079	1,334	-255
	1,715	1,894	-179
	733	1,052	-319
	1,893	2,207	-314
	2,777	3,330	-553
	2,019	2,161	-142
	3,036	3,340	-304
	1,663	1,890	-227
	1,439	1,662	-223
	5,763	6,215	-452
	1,926	2,539	-613
	1,965	2,037	-72
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604
			7,604

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			1,934
b			2,777
c			-245
d			-322
e			7,523
			-924
			978
			236
			608
			188
			774
			32,196
			25,871
			1,609
			1,108
			1,189
			5,947
			-342
			-360
			-654
			-1,470
			913
			-829
			2,376
			-577
			460
			458
			-867
			-268
			-1,051
			16,507
			1,405
			9,633
			5,622
			563
			2,467
			-612
			-557
			-421
			-1,001
			-412
			187
			-596
			-633
			73
			-901
			-753
			-1,082
			-765
			-315
			278
			-208
			-359
			14,703
			-1,418
			-1,530
			90
			2,477
			-264
			-503
			81
			223
			644
			-160
			140
			333
			-359
			-492
			-462
			1,057
			-187
			1,026
			-602
			224
			-466
			1,562
			21
			1,057
			-733
			-1,484
			1,782
			-349
			-1,272
			-388
			2
			-646
			-149
			-240
			-463
			-493
			729
			68,826
			550
			-295
			102
			-302
			-215
			-218
			-936
			-52
			-1,367
			-497
			-1,973
			-667
			-525
			-505
			-558
			338
			1,509
			-1,150
			-4,684
			-96
			-125
			479
			-492
			-1,120
			-272
			1,092
			-399
			-292
			-417
			-258
			-809
			241
			-287
			-255
			-151
			-469
			-188
			16
			-708
			-139
			12
			1,469
			3
			1,500
			-634
			197
			-257
			-314
			-75
			-112
			-73
			-93
			-32
			-273
			-177
			-340
			-297
			455
			-137
			355
			-331
			-233
			-251
			-171
			-317
			-179
			-156
			-459
			-467
			-255
			-179
			-319
			-314
			-553
			-142
			-304
			-227
			-223
			-452
			-613
			-72

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	176,851
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 ...................		3

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 and enter “N/A" on line 1.
	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	2,676
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	2,676
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	1,580
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	1,580
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.......		9	1,096
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax0	Refunded	11	0

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

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

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

US BANK NA Telephone no. bullet

(816) 364-7249

Located at bullet

PO BOX 387ST LOUISMO ZIP+4 bullet

63166

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
U S BANK NA	TRUSTEE 1	22,873
PO BOX 387 ST LOUIS,MO63166	TRUSTEE 1	22,873

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...................				0

Form 990-PF (2021)

Page 7

Part VII

Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
and Contractors (continued)

3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
(a) Name and address of each person paid more than $50,000	(b) Type of service	(c) Compensation
NONE

Total number of others receiving over $50,000 for professional services............. bullet

Part VIII-A

Summary of Direct Charitable Activities

List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc.	Expenses
1


2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

1,479,561

Average of monthly cash balances.......................

18,616

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

1,498,177

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

1,498,177

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

22,473

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

1,475,704

Minimum investment return. Enter 5% (0.05) of line 5................

73,785

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.)

Minimum investment return from Part IX, line 6..................

73,785

Tax on investment income for 2021 from Part V, line 5.......

2,676

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

2,676

Distributable amount before adjustments. Subtract line 2c from line 1............

71,109

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

71,109

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

71,109

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					71,109
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......	2,054
b From 2017......	4,708
c From 2018......	4,585
d From 2019......	0
e From 2020......	0
f Total of lines 3a through e ........		11,347
4Qualifying distributions for 2021 from Part
XI, line 4: $ 72,898
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.....					71,109
e Remaining amount distributed out of corpus		1,789
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		13,136
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) ...		2,054
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		11,082
10 Analysis of line 9:
a Excess from 2017....	4,708
b Excess from 2018....	4,585
c Excess from 2019....	0
d Excess from 2020....	0
e Excess from 2021....	1,789

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
SHRINERS HOSPITALS FOR CHILDREN 2900 N ROCKY POINT DR TAMPA,FL33607	NONE	PC	GENERAL OPERATING	69,095
Total ................................. 3a				69,095

bApproved for future payment

Total ................................. 3b

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	(e) Related or exempt function income (See instructions.)
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	176,851
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aOTHER INCOME			1	27
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				213,858

13Total. Add line 12, columns (b), (d), and (e)..................

213,858

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of Bond	End of Year Book Value	End of Year Fair Market Value
037833AZ3 APPLE INC	49,183	47,991
822582BD3 SHELL INTERNATIONAL	51,382	48,585
0258M0EB1 AMERICAN EXPRESS MTN
06406RAD9 BANK OF NY MTN	50,675	47,480
24422EUT4 JOHN DEERE MTN
31420B300 FEDERATED HERMES INS
74440B884 PGIM TOTAL RETURN BO
024932154 AMERICAN CENTURY HIG

Name of Stock	End of Year Book Value	End of Year Fair Market Value
H1467J104 CHUBB LTD	974	2,196
30303M102 FACEBOOK INC A	6,235	3,543
03027X100 AMERICAN TOWER CORP	4,162	5,753
771195104 ROCHE HOLDINGS LTD S
808513105 SCHWAB CHARLES CORP	5,882	8,254
60687Y109 MIZUHO FNL GRP A D R
686330101 ORIX CORP SPONS A D
22160K105 COSTCO WHSL CORP	3,508	4,314
375558103 GILEAD SCIENCES INC	6,805	10,013
835699307 SONY CORP A D R
500467501 KONINKLIJKE AHOLD DE
149498107 CAUSEWAY EMERGING MA
56585A102 MARATHON PETROLEUM C	7,775	13,521
46625H100 J P MORGAN CHASE CO	8,231	8,982
62942M201 NTT DOCOMO INC A D R
28176E108 EDWARDS LIFESCIENCES	4,664	3,785
57636Q104 MASTERCARD INC	3,148	3,208
012653101 ALBEMARLE CORP	5,794	11,398
060505104 BANK OF AMERICA CORP	4,736	6,132
023135106 AMAZON.COM INC	11,485	12,068
04623U102 ASTELLAS PHARMA INC
91324P102 UNITED HEALTH GROUP	5,013	7,121
861012102 STMICROELECTRONICS N
594918104 MICROSOFT CORP	18,018	23,473
037833100 APPLE INC	17,908	22,797
02079K305 ALPHABET INC CL A	8,193	10,099
34407D109 FLY LEASING LTD A D
92343V104 VERIZON COMMUNICATIO
654624105 NIPPON TELEGRAPH TEL
66987V109 NOVARTIS AG A D R
127097103 CABOT OIL GAS CORP C
931142103 WAL MART STORES INC	5,241	7,469
670678507 NUVEEN REAL ESTATE S
456463108 INDUSTRIAS BACHOCO S
653656108 NICE SYS LTD SPONSOR
459348108 INTL CONSLIDATED A S
76680R206 RINGCENTRAL INC
88339J105 TRADE DESK INC THE C	4,374	4,067
285512109 ELECTRONIC ARTS INC
097023105 BOEING CO
89155H793 TOUCHSTONE MID CAP Y
G6564A105 NOMAD FOODS LTD
M8737E108 TARO PHARMACEUTICAL
464287200 ISHARES CORE S P 500
15135B101 CENTENE CORP COM	3,888	3,917
89400J107 TRANSUNION	5,424	3,785
226718104 CRITEO SA SPON A D R
31502A303 FERGUSON NEWCO PLC A
70450Y103 PAYPAL HOLDINGS INC	7,233	5,253
620076307 MOTOROLA SOLUTIONS I	3,813	4,083
911271302 UNITED OVERSEAS BK L
06828M876 BARON EMERGING MARKE
055622104 BP PLC SPON A D R
500472303 KONINKLIJKE PHILIPS
31810T101 FINVOLUTION GROUP A
595112103 MICRON TECHNOLOGY IN
278865100 ECOLAB INC	3,627	2,997
82706C108 SILICON MOTION TECHN
G6095L109 APTIV PLC	2,255	2,240
57667L107 MATCH GROUP INC NEW	5,160	3,236
92556V106 VIATRIS INC
217204106 COPART INC COM	3,500	3,727
G3421J106 FERGUSON PLC NEW SHS
767204100 RIO TINTO PLC A D R
654902204 NOKIA CORP SPSD A D
87918A105 TELADOC INC
893641100 TRANSDIGM GROUP INC	4,444	4,400
009066101 AIRBNB INC CL A	6,870	4,596
461202103 INTUIT INC	2,333	2,038
87612E106 TARGET CORP	7,473	6,182
67066G104 NVIDIA CORP	10,487	8,462
654445303 NINTENDO LTD A D R
79466L302 SALESFORCE COM INC	6,633	4,968
776696106 ROPER INDS INC
81762P102 SERVICENOW INC	5,911	4,579
007903107 ADVANCED MICRO DEVIC	2,141	2,717
550021109 LULULEMON ATHLETICA	3,620	4,183
09247X101 BLACKROCK INC	5,857	5,728
697435105 PALO ALTO NETWORKS I	6,236	6,116
65339F101 NEXTERA ENERGY INC	4,925	5,082
G5960L103 MEDTRONIC PLC	8,944	6,639
852234103 SQUARE INC A	2,257	1,355
437076102 HOME DEPOT INC	4,657	3,888
90353T100 UBER TECHNOLOGIES IN	6,686	6,003
98954M101 ZILLOW GROUP INC	3,519	2,693
29786A106 ETSY INC	3,563	3,566
78409V104 S P GLOBAL INC	6,267	5,645
00724F101 ADOBE SYS INC	7,444	5,864
30063P105 EXACT SCIENCES CORPO	2,106	1,214
29444U700 EQUINIX INC	2,797	2,763

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
87245P684 TIAA CREF CORE PLUS
46090E103 INVESCO QQQ TRUST ET
46432F842 ISHARES CORE MSCI EA	AT COST	61,755	58,573
46434G103 ISHARES CORE MSCI EM	AT COST	102,936	85,514
464287432 ISHARES 20 YEAR TREA
464287226 ISHARES CORE U.S. AG	AT COST	235,886	210,537
46434VBG4 ISHARES IBONDS DEC 2
922908645 VANGUARD MID-CAP IND
464287655 ISHARES RUSSELL 2000	AT COST	47,395	55,274
03463K406 ANGEL OAK MULTI STRA
46435GAA0 ISHARES IBONDS DEC 2
464287473 ISHARES RUSSELL MIDC	AT COST	60,935	57,251
72369L107 PIONEER ILS INTERVAL	AT COST	64,000	60,311
46434VAX8 ISHARES IBONDS DEC 2
464287507 ISHARES CORE SP MID-
949915482 ALLSPRING SPECIAL MI
464288448 ISHARES INTERNATIONA
412295107 HARDING LOEVNER INTE
808524847 SCHWAB US REIT ETF	AT COST	14,342	14,383
56064L298 MAINSTAY CBRE GLOBAL	AT COST	45,656	43,681
524686524 CLEARBRIDGE INTERNAT	AT COST	43,430	43,069
464288877 ISHARES MSCI EAFE VA	AT COST	45,275	43,701
464287499 ISHARES RUSSELL MID	AT COST	80,900	71,363
464287457 ISHARES 1 3 YEAR TRE	AT COST	24,005	23,612
024524217 AMERICAN BEACON STEP	AT COST	70,391	57,379
74440B884 PGIM TOTAL RETURN BO	AT COST	110,019	93,957
CASH CASH	AT COST	1,635	1,635
04314H568 ARTISAN HIGH INCOME	AT COST	42,795	38,466

Category	Amount	Net Investment Income
FOREIGN TAXES	458	458
FEDERAL TAX PAYMENT - PRIOR YE	1,243	0
FEDERAL ESTIMATES - PRINCIPAL	1,580	0
FOREIGN TAXES ON NONQUALIFIED	137	137