Form990-PF


Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 07-01-2021 , and ending 06-30-2022
Name of foundation
The Bob and Patti Antin Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

82-0722416
B Telephone number (see instructions)

(800) 839-1754
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$9,942,110
J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 7,831 7,831  
4 Dividends and interest from securities... 165,859 165,859  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -49,580
b Gross sales price for all assets on line 6a 2,369,486
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 124,110 173,690  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 46,356 46,356    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 1,390 90    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 33,804     33,804
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 81,550 46,446   33,804
25 Contributions, gifts, grants paid....... 509,100 509,100
26 Total expenses and disbursements. Add lines 24 and 25 590,650 46,446   542,904
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -466,540
b Net investment income (if negative, enter -0-) 127,244
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 4,141,215 3,480,131 3,480,131
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 50,342 Click to see attachment98,215 92,520
b Investments—corporate stock (attach schedule)....... 5,702,500 Click to see attachment5,882,536 5,543,795
c Investments—corporate bonds (attach schedule)....... 969,887 Click to see attachment936,522 825,664
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 10,863,944 10,397,404 9,942,110
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 10,863,944 10,397,404
29 Total net assets or fund balances (see instructions)..... 10,863,944 10,397,404
30 Total liabilities and net assets/fund balances (see instructions). 10,863,944 10,397,404
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
10,863,944
2
Enter amount from Part I, line 27a .....................
2
-466,540
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
10,397,404
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
10,397,404
Form 990-PF (2021)
Form 990-PF (2021)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b
c
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 2,369,486   2,419,066 -49,580
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       -49,580
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 -49,580
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  
3 Add lines 1 and 2........................... 3 1,769
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,769
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,900
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,900
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 2,131
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet2,131 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructionsClick to see attachment.................
    12
    Yes
     
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    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
    Devin Antin Dir, VP
    20.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Elyse Antin Dir, VP
    25.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Paige Antin Dir
    20.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Patricia W Antin Dir, CFO, SEC
    10.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Robert L Antin Dir, Pres
    10.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    7,540,546
    b
    Average of monthly cash balances.......................
    1b
    4,000,114
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,540,660
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,540,660
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    173,110
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,367,550
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    568,378
    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
    568,378
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,769
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,769
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    566,609
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    566,609
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    566,609
    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 7 566,609
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 542,822
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........  
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 542,904
    a Applied to 2020, but not more than line 2a 542,822
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 82
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    566,527
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    ROBERT L ANTIN
    PATRICIA W ANTIN
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    Foundation
    status of
    recipient
    Purpose of grant or
    contribution
    Amount
    Name and address (home or business)
    aPaid during the year
    BEIT TSHUVAH
    8831 VENICE BLVD
    LOS ANGELES,CA90034
    N/A PC General & Unrestricted 20,000
    BIGVISION FOUNDATION
    34 W 27TH ST
    NEW YORK,NY10001
    N/A PC General & Unrestricted 5,000
    BRENTWOOD COUNTRY CLUB EMPLOYEE SCHOLARSHIP FUND
    590 S BURLINGAME AVE
    LOS ANGELES,CA90049
    N/A PC General & Unrestricted 2,000
    FRIENDS FOR GOLF
    78060 CALLE ESTADO STE 12
    LA QUINTA,CA92253
    N/A PC General & Unrestricted 70,000
    FRIENDS OF ST LAWRENCE-WATTS YOUTH CENTER
    10122 COMPTON AVE
    LOS ANGELES,CA90002
    N/A PC General & Unrestricted 5,000
    HAROLD PUMP FOUNDATION
    20189 VIA GALILEO
    NORTHRIDGE,CA91326
    N/A PC General & Unrestricted 35,000
    JEWISH BIG BROTHERS BIG SISTERS ASSOCIATION OF LOS
    11150 W OLYMPIC BLVD STE 900
    LOS ANGELES,CA90064
    N/A PC General & Unrestricted 8,500
    JEWISH FEDERATION COUNCIL OF GREATER LOS ANGELES
    6505 WILSHIRE BLVD STE 800
    LOS ANGELES,CA90048
    N/A PC General & Unrestricted 10,000
    JEWISH NATIONAL FUND
    7120 HAYVENHURST AVE STE 200
    VAN NUYS,CA91406
    N/A PC General & Unrestricted 15,000
    JEWISH NATIONAL FUND-USA INC
    42 E 69TH ST
    NEW YORK,NY10021
    N/A PC General & Unrestricted 15,000
    MAY I PRAY FOR YOU MINISTRY
    2544 RAMBLEWOOD RD
    AIKEN,SC29803
    N/A PC Wells for Zambia 17,500
    MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC
    CO RENPSG 8910 PURDUE RD NO 500
    INDIANAPOLIS,IN46268
    N/A PC General & Unrestricted 122,000
    NATIONAL JEWISH HEALTH
    1400 JACKSON ST
    DENVER,CO80206
    N/A PC General & Unrestricted 10,000
    SAINT JOHNS HEALTH CENTER FOUNDATION
    2121 SANTA MONICA BLVD
    SANTA MONICA,CA90404
    N/A PC General & Unrestricted 174,100
    Total .................................bullet 3a 509,100
    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 ...........
        14 7,831  
    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 -49,580  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   124,110  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    124,110
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AT&T INC - 2.300% - 06/01/2027 2,096 1,826
    AT&T INC - 4.300% - 02/15/2030 49,539 40,988
    BALL CORP BOND - 5.250% - 07/0 36,512 31,976
    BANK AMER CORP BOND - 3.248% - 19,190 16,989
    BANK AMER CORP FR - 4.200% - 0 49,313 44,084
    BANK NOVA SCOTIA B CNOTE CALL 37,675 34,029
    BP CAP MKTS P L C NOTE CALL MA 37,474 32,994
    BROADCOM INC SER B NOTE - 4.11 13,260 11,406
    CANADIAN IMPERIAL BANK OF COMM 50,628 48,606
    CHARTER COMMUNCATIONS - 2.800% 41,550 32,118
    CHARTER COMMUNICATIONS - 4.200 4,552 3,767
    CHENIERE CORPUS CHRISTI HLDGS 41,017 36,882
    CITIGROUP INC BND - 3.300% - 0 51,106 45,149
    COMCAST CORP - 3.700% - 04/15/ 50,829 46,138
    COMCAST CORP NT - 3.150% - 02/ 19,392 17,158
    GENERAL MTRS FINL COINC NOTE - 41,972 36,502
    GOLDMAN SACHS GROUP INC - 3.85 15,848 13,555
    HCA INC - 5.250% - 06/15/2026 42,124 35,817
    MPLX LP - 4.875% - 12/01/2024 49,587 44,340
    NETFLIX INC - 5.875% - 02/15/2 4,666 4,060
    PACIFIC GAS &ELEC CO - 2.100% 41,189 35,263
    SOUTHWEST AIRLS CO - 5.250% - 2,249 2,039
    STATOIL ASA - 0.025% - 01/17/2 50,188 47,957
    T MOBILE USA INC NOTE - 2.250% 24,125 21,770
    VERIZON COMMUNICATIONS INC - 2 51,011 42,865
    WALT DISNEY COMPANY - 1.750% - 50,041 46,262
    WELLS FARGO & CO - 3.000% - 10 50,537 43,491
    WESTERN DIGITAL CORP - 4.750% 8,852 7,633

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 19,193 18,362
    ABBVIE INC 34,538 50,849
    ADOBE SYSTEMS, INC 53,181 41,365
    ADVANCE AUTO PARTS INC 8,924 10,212
    ADVANCED MICRO DEVICES INC 21,781 17,970
    AECOM TECHNOLOGY CORPORATION 14,484 13,957
    ALEXANDRIA REAL ESTATE EQUITIE 13,292 11,167
    ALPHABET INC CL A 101,276 104,604
    AMAZON COM 151,416 99,837
    AMERICAN EXPRESS CO 13,283 19,268
    AMERICAN TOWER REIT INC 15,850 16,613
    AMERICAN WATER WORKS COMPANY I 14,664 14,133
    AMERIPRISE FINANCIAL INC 15,191 21,391
    AMETEK INC 10,969 11,209
    ANALOG DEVICES INC 13,577 13,148
    AON PLC CL A 31,556 30,474
    APPLE INC 178,961 158,458
    APPLIED MATERIALS INC 21,756 16,467
    ASML HOLDING NV NY REG SHS 28,205 28,077
    AUTODESK, INC 26,009 18,572
    AVATAR HOLDINGS INC. 14,005 12,969
    BECTON DICKINSON & CO 28,050 29,091
    BOOKING HOLDINGS INC 11,326 8,745
    BOOZ ALLEN HAMILTON HOLDING CO 15,447 16,897
    BOSTON SCIENTIFIC 17,700 16,660
    BROADCOM INC 22,790 30,606
    BURLINGTON STORES, INC 9,670 6,130
    CIENA CORP 35,853 23,216
    CISCO SYSTEMS INC 21,456 24,689
    CITIZENS FINANCIAL GROUP, INC 7,647 8,601
    CME GROUP, INC 22,210 24,564
    COMCAST CORP 54,127 40,574
    CONOCOPHILLIPS 13,553 36,193
    CONSTELLATION BRANDS INC 32,534 32,628
    COSTCO WHOLESALE CORPORATION 34,687 35,467
    CROWN CASTLE INTL 20,332 20,879
    CSX CORP 39,437 31,966
    CURTISS WRIGHT CP 11,247 12,414
    CVS CAREMARK CORP 33,215 32,060
    DANAHER CORP 49,627 49,943
    DARDEN RESTAURANTS INC 8,822 9,389
    DEXCOM, INC 28,786 23,850
    DOLLAR GENERAL CORP 9,153 10,554
    DOMINOS PIZZA INC 29,359 25,331
    EASTMAN CHEMICAL CO 9,088 7,361
    EDWARDS LIFESCIENCES 24,152 26,625
    EMERSON ELECTRIC CO 29,380 27,521
    ENTEGRIS INC 8,244 7,094
    EOG RESOURCES INC 30,164 30,261
    EPAM SYSTEMS INC 10,844 11,202
    ESTEE LAUDER COMPANIES INC 10,733 11,205
    EXXON MOBIL CORP 32,124 32,372
    F M C CP 10,129 10,273
    FIDELITY NATIONAL INFORMATION 21,733 14,851
    FIRST REPUBLIC BANK 11,374 12,257
    FORTINET INC 4,117 9,336
    FREEPORT-MCMORAN COPPER & GOLD 29,939 21,301
    GENERAC HOLDING INC 8,675 5,896
    GOLDMAN SACHS GROUP 17,427 25,247
    HESS CORP 11,752 11,124
    HOME DEPOT INC 55,302 44,157
    HONEYWELL INTL 13,826 13,731
    HOULIHAN LOKEY INC 9,399 11,445
    IDEXX CORP 26,332 19,290
    INGERSOLL-RAND INC 11,554 9,931
    INTEL CORP 33,538 25,701
    INTERCONTINENTAL EXCHANGE, INC 9,097 8,746
    INTUIT 16,291 16,574
    INTUITIVE SURGICAL 43,092 28,300
    ISHARE SP SMALL CAP 600 INDEX 198,247 242,853
    ISHARES CORE MSCI EAFE ETF 1,039,337 1,008,160
    ISHARES IBOXX $ HIGH YIELD COR 111,190 98,564
    ISHARES JP MORGAN USD EM MKTS 179,253 138,645
    ISHARES MSCI EMERGING MARKETS 466,833 409,581
    JAZZ PHARMACEUTICALS INC 11,053 11,077
    JP MORGAN CHASE 90,843 74,435
    KEYSIGHT TECHNOLOGIES INC 41,447 41,355
    LABORATORY CORP AMER HLDGS 12,325 12,655
    LINDE PLC COM 24,301 30,766
    LOCKHEED MARTIN CORP 14,472 17,198
    LOGITECH INTERNATIONAL 8,639 5,466
    LOWES COMPANIES INC 12,229 12,052
    MARRIOTT INTERNATIONAL INC. CL 25,791 19,857
    MASIMO CORPORATION 28,961 15,027
    MATCH GROUP INC 11,513 6,133
    MCCORMICK & CO 9,905 8,242
    MCDONALD'S CORP 32,656 35,551
    MEDTRONIC PLC 45,476 34,913
    MICROSOFT CORP 164,664 166,426
    MONSTER BEVERAGE CORP 16,757 17,891
    MORGAN STANLEY 17,057 26,393
    NETFLIX INC 18,844 7,345
    NEXTERA ENERGY, INC 70,966 70,566
    NIKE INC-CL B 17,638 12,673
    NORFOLK SOUTHERN CORP 21,611 23,865
    NVIDIA CORP 26,620 30,318
    O'REILLY AUTOMOTIVE INC 9,328 13,267
    ON SEMICONDUCTOR 6,656 7,144
    PALO ALTO NETWORKS INC 14,109 19,758
    PARKER HANNIFIN CP 11,503 11,072
    PIONEER NAT RES CO 12,731 17,623
    PROCTER GAMBLE CO 49,885 48,457
    PROLOGIS 16,466 19,295
    RAYTHEON TECHNOLOGIES CORP 19,726 31,044
    ROCKWELL AUTOMATION INC 7,016 5,979
    RPM INTERNATIONAL INC 13,680 12,438
    S&P GLOBAL INC COM 13,904 12,471
    SALESFORCE.COM 26,903 19,310
    SERVICE CP INTL 9,650 14,377
    SHERWIN-WILLIAMS CO 12,073 12,091
    STARWOOD PROPERTY TRUST INC 222,294 208,900
    SYSCO CORP 24,783 26,599
    TAKE-TWO INTERACTIVE SOFTWARE 16,736 13,111
    TAPESTRY INC 25,234 19,380
    TARGET CORPORATION 22,820 19,490
    TELEFLEX INC 14,097 9,834
    TEXAS INSTRUMENTS INC 18,121 15,519
    THERMO FISHER SCIENTIFIC INC 8,766 9,779
    TIMKEN CO COM 10,038 6,897
    TJX COMPANIES INC 15,181 14,744
    TRADEWEB MARKETS INC 41,673 40,199
    TRAVELERS COMPANIES INC 16,301 22,833
    TYLER TECHNOLOGIES, INC 10,343 6,982
    UBER 19,615 10,946
    UBS ULTRA SHORT INCOME FUND CL 264,373 260,408
    UNION PACIFIC 56,119 49,694
    UNITED PARCEL SERVICE 27,003 25,738
    UNITEDHEALTH GROUP INC 21,408 26,195
    V F CORP 24,796 15,194
    VAIL RESORTS INC 12,368 8,722
    VISA INC 73,668 69,699
    VOYA FINANCIAL INC 8,289 8,275
    WAL-MART STORES INC 37,756 32,827
    WELLS FARGO & CO 39,556 27,811
    ZEBRA TECHNOLOGIES CORP 27,826 21,458
    ZOETIS INC 33,669 28,878

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    US Government Securities - End of Year Book Value:

    98,215
    US Government Securities - End of Year Fair Market Value:

    92,520
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2021 OtherExpensesSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 33,615     33,615
    Postage/Delivery Service 114     114
    State or Local Filing Fees 75     75


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 46,356 46,356    


    TY 2021 TaxesSchedule
    Name:
    The Bob and Patti Antin Family Foundation
    EIN:
    82-0722416
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2022 1,300      
    Foreign Tax Paid 90 90