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 08-01-2021 , and ending 07-31-2022

Name of foundation
WESTERN INSTITUTE FOR NAT RE ED & P

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

93-1234139

B Telephone number (see instructions)

(503) 464-3580

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

$1,222,326J 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)	100,000
2	Check .............
3	Interest on savings and temporary cash investments
4	Dividends and interest from securities...	19,006		18,952
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		49,121
b	Gross sales price for all assets on line 6a 132,747
7	Capital gain net income (from Part IV, line 2)...			49,121
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).......		3,042
12	Total. Add lines 1 through 11........	171,169		68,073
13	Compensation of officers, directors, trustees, etc.	54,845		6,160		48,684
14	Other employee salaries and wages......			0	0	0
15	Pension plans, employee benefits.......			0	0
16a	Legal fees (attach schedule).........		1,832	0	0	1,832
b	Accounting fees (attach schedule).......		1,500	0	0	1,500
c	Other professional fees (attach schedule)....					0
17	Interest...............					0
18	Taxes (attach schedule) (see instructions)...		2,925	2,817		0
19	Depreciation (attach schedule) and depletion...		1,599	0
20	Occupancy..............	8,622				8,622
21	Travel, conferences, and meetings.......	1,122		0	0	1,122
22	Printing and publications..........	232		0	0	232
23	Other expenses (attach schedule).......		4,132	115		4,017
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	76,809		9,092	0	66,009
25	Contributions, gifts, grants paid.......	9,500				9,500
26	Total expenses and disbursements. Add lines 24 and 25	86,309		9,092	0	75,509
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	84,860
b	Net investment income (if negative, enter -0-)			58,981
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.............	23,225	27,458	27,458
	2	Savings and temporary cash investments.........	88,552	92,035	92,185
	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).......	228,666	172,928	599,205
	c	Investments—corporate bonds (attach schedule).......	255,269	202,301	199,799
	11	Investments—land, buildings, and equipment: basis 12,719
		Less: accumulated depreciation (attach schedule) 11,810	2,508	909	909
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........	118,000	67,055	64,590
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )		238,180	238,180
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	716,220	800,866	1,222,326
	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........	716,220	800,866
	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).....	716,220	800,866
	30	Total liabilities and net assets/fund balances (see instructions).	716,220	800,866

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

716,220

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

84,860

Other increases not included in line 2 (itemize) bullet

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

801,080

Decreases not included in line 2 (itemize) bullet

214

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

800,866

Form 990-PF (2021)

Page 3

Part IV

Capital Gains and Losses for Tax on Investment Income

(a) List and describe the kind(s) of property sold (e.g., real estate, 2-story brick warehouse; or common stock, 200 shs. MLC Co.)		(b) How acquired P—Purchase D—Donation	(c) Date acquired (mo., day, yr.)	(d) Date sold (mo., day, yr.)
1 a	1. INTUITIVE SURGICAL INC		1911-11-11	2021-08-18
b	6. ABBVIE INC		2020-05-08	2021-09-27
c	20. APPLE COMPUTER INC		2008-08-29	2021-09-27
d	18. LAUDER ESTEE COS INC CL A		2012-01-17	2021-09-27
e	6. MASTERCARD INC		2010-02-24	2021-09-27
	21. NATIONAL PRESTO INDS INC		2012-11-05	2021-09-27
	7. OCCIDENTAL PETROLEUM CORP WT 8/03/27		2020-08-03	2021-09-27
	25. PRA GROUP INC		2012-11-05	2021-09-27
	20. VISA INC		2011-06-27	2021-09-27
	5. ALCON INC		2011-04-08	2021-09-27
	1. BANK OF NY MTN 2.600% 2/07/22		1911-11-11	2021-10-01
	.4068 XP INC CLASS A		2021-10-08	2021-10-25
	624. ITAU UNIBANCO HOLDINGS SA A D R		2012-11-05	2021-12-09
	13. MULTICHOICE GROUP LTD ADR		2019-03-04	2021-12-09
	63. OCCIDENTAL PETE CORP COM		2009-01-29	2021-12-09
	14. ORGANON CO		2012-01-10	2021-12-09
	31. OTIS WORLDWIDE CORP		2012-05-10	2021-12-09
	25000. SHELL INTERNATIONAL 2.375% 8/21/22		2018-01-30	2021-12-22
	20. APPLE COMPUTER INC		2008-08-29	2022-02-08
	70. FACEBOOK INC A		2015-07-28	2022-02-08
	251. ARES CAPITAL CORP		2014-12-16	2022-03-11
	26. BAIDU COM INC A D R		2015-07-27	2022-03-11
	69. CSL LIMITED A D R		2012-11-05	2022-03-11
	354. FUCHS PETROLUB SE PREF A D R		2015-07-28	2022-03-11
	248. HERCULES CAPITAL INC		2015-07-28	2022-03-11
	300. ICICI BANK LTD A D R		2012-05-10	2022-03-11
	248. ISHARES MSCI EMERGING MARKETS ETF			2022-03-11
	80. PPL CORPORATION		2015-07-28	2022-03-11
	178. SYSMEX CORP UNSPON A D R		2012-11-05	2022-03-11
	21. VIATRIS INC		2003-05-06	2022-03-11
	103. WILLSCOT MOBIL MINI HLDNG CORP COM		2015-07-28	2022-03-11
	14. XP INC CLASS A		2021-10-08	2022-03-11
	1. TEREX CORP		1911-11-11	2022-04-07
	.8684 WARNER BROS DISCOVERY INC SERIES A		2003-05-06	2022-04-26
	33. WARNER BROS DISCOVERY INC SERIES A		2003-05-06	2022-06-09
	60. CMC MATLS INC		2012-05-10	2022-07-06
	.8 AIR LIQUIDE S A A D R		2009-01-29	2022-07-15
	.036 ENTEGRIS INC		2022-07-06	2022-07-18
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	CAPITAL GAIN DIVIDENDS	P
	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	11		11
b	643	501	142
c	2,910	121	2,789
d	5,747	1,034	4,713
e	2,135	132	2,003
	1,741	1,595	146
	80	35	45
	1,012	866	146
	4,627	370	4,257
	418	169	249
	13		13
	14	17	-3
	2,424	4,325	-1,901
	101	86	15
	1,914	3,533	-1,619
	402	255	147
	2,675	1,232	1,443
	25,337	24,543	794
	3,479	121	3,358
	15,219	6,615	8,604
	5,125	3,740	1,385
	3,133	5,117	-1,984
	6,472	1,697	4,775
	3,071	3,809	-738
	4,235	2,738	1,497
	5,294	1,684	3,610
	10,594	9,157	1,437
	2,111	2,498	-387
	6,188	2,114	4,074
	212	285	-73
	3,722	1,456	2,266
	414	576	-162
	14		14
	18	20	-2
	542	773	-231
	10,449	2,012	8,437
	20	7	13
	4	3	1
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227
			227

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			11
b			142
c			2,789
d			4,713
e			2,003
			146
			45
			146
			4,257
			249
			13
			-3
			-1,901
			15
			-1,619
			147
			1,443
			794
			3,358
			8,604
			1,385
			-1,984
			4,775
			-738
			1,497
			3,610
			1,437
			-387
			4,074
			-73
			2,266
			-162
			14
			-2
			-231
			8,437
			13
			1

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	49,121
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	820
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	820
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	132
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	721
d	Backup withholding erroneously withheld ...........	6d

7	Total credits and payments. Add lines 6a through 6d..............		7	853
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
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10	33
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax33	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

The books are in care of bullet

US BANK Telephone no. bullet

(503) 464-3580

Located at bullet

555 SW OAKPORTLANDOR ZIP+4 bullet

97204

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-)
US BANK NA	AGENT FOR TRUSTEE 1	6,845
PO BOX 3168 PORTLAND,OR97208	AGENT FOR TRUSTEE 1	6,845
LOYDEE STONEBRINK	PRESIDENT 1	24,000
11525 BURSELL ROAD DALLAS,OR97338	PRESIDENT 1	24,000
GLEN STONEBRINK	VICE PRESIDENT 1	24,000
11525 BURSELL ROAD DALLAS,OR97338	VICE PRESIDENT 1	24,000
SHARI MILER	DIRECTOR 1	0
7624 SW 51ST AVE PORTLAND,OR97219	DIRECTOR 1	0
BRETT STONEBRINK	DIRECTOR 1	0
6696 PARK SHADOW COURT NE KAISER,OR97303	DIRECTOR 1	0

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	RENOVATIONS TO SCHOOL BUILDING TO FURTHER THE EXEMPT PURPOSES OF PROVIDING EDUCAT	20,180
2


All other program-related investments. See instructions.
3

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

20,180

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

957,542

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

83,090

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

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

1,040,632

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

1,040,632

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

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

15,609

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

1,025,023

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

51,251

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

51,251

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

820

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

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

820

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

50,431

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

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

50,431

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

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

50,431

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					50,431
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......	65,897
b From 2017......	0
c From 2018......	128,582
d From 2019......	44,153
e From 2020......	147,673
f Total of lines 3a through e ........		386,305
4Qualifying distributions for 2021 from Part
XI, line 4: $ 95,689
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.....					50,431
e Remaining amount distributed out of corpus		45,258
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		431,563
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) ...		65,897
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		365,666
10 Analysis of line 9:
a Excess from 2017....	0
b Excess from 2018....	128,582
c Excess from 2019....	44,153
d Excess from 2020....	147,673
e Excess from 2021....	45,258

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).)

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

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 e-mail address of the person to whom applications should be addressed:

WINREP FOUNDATION
PO BOX 190
RICKREAL,OR97371
(503) 275-6564

bThe form in which applications should be submitted and information and materials they should include:

CONTACT ABOVE

cAny submission deadlines:

CONTACT ABOVE

dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
factors:

CONTACT ABOVE

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
OREGON STATE UNIVERSITY 1500 SW JEFFERSON WAY CORVALLIS,OR97331	NONE	PC	GENERAL OPERATING	5,500
WICHITA STATE UNIVERSITY 1845 FAIRMOUNT ST WICHITA,KS67260	NONE	PC	GENERAL OPERATING	4,000
Total ................................. 3a				9,500

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	49,121
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: aFEDERAL TAX REFUND			1	3,042
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..				71,169

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

71,169

(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

- TIN:

Schedule B
(Form 990)

Department of the Treasury
Internal Revenue Service

Schedule of Contributors

Attach to Form 990, 990-EZ, or 990-PF.

Go to www.irs.gov/Form990 for the latest information.

OMB No. 1545-0047

2021

Name of the organization

WESTERN INSTITUTE FOR NAT RE ED & P

Employer identification number

93-1234139

Organization type (check one):

Filers of:

Section:

Form 990 or 990-EZ

501(c)( ) (enter number) organization

4947(a)(1) nonexempt charitable trust not treated as a private foundation

527 political organization

Form 990-PF

501(c)(3) exempt private foundation

4947(a)(1) nonexempt charitable trust treated as a private foundation

501(c)(3) taxable private foundation

Check if your organization is covered by the General Rule or a Special Rule.
Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.

General Rule

For an organization filing Form 990, 990-EZ, or 990-PF that received, during the year, contributions totaling $5,000 or more (in money or other property) from any one contributor. Complete Parts I and II. See instructions for determining a contributor's total contributions.

Special Rules

For an organization described in section 501(c)(3) filing Form 990 or 990-EZ that met the 33¹/3% support test of the regulations
under sections 509(a)(1) and 170(b)(1)(A)(vi), that checked Schedule A (Form 990 or 990-EZ), Part II, line 13, 16a, or 16b, and that received from any one contributor, during the year, total contributions of the greater of (1) $5,000 or (2) 2% of the amount on (i) Form 990, Part VIII, line 1h, or (ii) Form 990-EZ, line 1. Complete Parts I and II.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, total contributions of more than $1,000 exclusively for religious, charitable, scientific, literary, or educational purposes, or for the prevention of cruelty to children or animals. Complete Parts I, II, and III.

For an organization described in section 501(c)(7), (8), or (10) filing Form 990 or 990-EZ that received from any one contributor,
during the year, contributions exclusively for religious, charitable, etc., purposes, but no such contributions totaled more than $1,000. If this box is checked, enter here the total contributions that were received during the year for an exclusively religious, charitable, etc., purpose. Don't complete any of the parts unless the General Rule applies to this organization because it received nonexclusively religious, charitable, etc., contributions totaling $5,000 or more during the year ......... Arrow Bullet

Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
990-EZ, or 990-PF).

For Paperwork Reduction Act Notice, see the Instructions
for Form 990, 990-EZ, or 990-PF.

Cat. No. 30613XSchedule B (Form 990) (2021)

Schedule B (Form 990) (2021) Page 2

Name of organization WESTERN INSTITUTE FOR NAT RE ED & P

Part I Contributors	Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
1	LOYDEE AND GLEN STONEBRINK C/O US BANK PO BOX 0634 MILWAUKEE, WI532010634	$ 100,000	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 3

Name of organization WESTERN INSTITUTE FOR NAT RE ED & P		Employer identification number 93-1234139

Part II	Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
1	50% INTEREST IN SCHOOL HOUSE LOCATED AT 460 S GREENWOOD RD., INDEPENDENCE, OR 97351	$ 100,000	2021-12-31
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
		$
Schedule B (Form 990) (2021)

Schedule B (Form 990) (2021)

Page 4


Name of organization WESTERN INSTITUTE FOR NAT RE ED & P			Employer identification number 93-1234139
Part III Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) $ Use duplicate copies of Part III if additional space is needed.

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

(a)
No. from Part I

(b) Purpose of gift

(d) Description of how gift is held

(e) Transfer of gift
Transferee's name, address, and ZIP 4	Relationship of transferor to transferee

Schedule B (Form 990) (2021)

Additional Data

Software ID:
Software Version:

- TIN:

TY 2021 AccountingFeesSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
TAX PREPARATION FEE (NON-ALLOC	1,500			1,500

- TIN:

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

TY 2021 DepreciationSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Description of Property	Date Acquired	Cost or Other Basis	Prior Years' Depreciation	Computation Method	Rate / Life (# of years)	Current Year's Depreciation Expense
OFFICE FURNITURE	2014-08-01	1,688	1,567	M7	7	121
COMPUTER EQUIPMENT	2015-08-01	1,326	1,326	M5	5
OFFICE FURNITURE	2015-08-01	2,212	1,738	M7	7	316
COMPUTER EQUIPMENT	2016-08-01	2,230	2,007	M5	5	223
OFFICE FURNITURE	2016-08-01	1,984	1,277	M7	7	283
COMPUTER EQUIPMENT	2017-08-01	3,279	2,296	M5	5	656

- TIN:

TY 2021 InvestmentsCorpBondsSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Name of Bond	End of Year Book Value	End of Year Fair Market Value
037833AR1 APPLE INC
46625HRT9 JPMORGAN CHASE CO
464288661 ISHARES BARCLAYS 3 7
68389XBL8 ORACLE CORP	25,226	24,722
166764AB6 CHEVRON CORP	25,605	24,970
949746SA0 WELLS FARGO
06366RJJ5 BANK OF MONTREAL MTN	49,711	49,982
458140BD1 INTEL CORP	50,580	49,949
06051GEU9 BANK OF AMER CRP MTN	25,277	25,018
822582AS1 SHELL INTERNATIONAL
595620AM7 MIDAMERICAN ENERGY	25,902	25,158

- TIN:

TY 2021 InvestmentsCorpStockSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Name of Stock	End of Year Book Value	End of Year Fair Market Value
20825C104 CONOCOPHILLIPS
79466L302 SALESFORCE COM INC	125	3,312
803866300 SASOL LTD SPONSORED
654106103 NIKE INC	1,265	11,492
278865100 ECOLAB INC	3,111	7,928
445658107 HUNT J B TRANS SVCS	1,669	3,665
566330106 MARCUS CORP
56035L104 MAIN STREET CAPITAL
30231G102 EXXON MOBIL CORP
166764100 CHEVRON CORPORATION	6,594	16,378
87155N109 SYMRISE AG UNSPON A	2,332	4,154
254687106 DISNEY WALT CO	4,352	4,456
824348106 SHERWIN WILLIAMS CO	2,983	7,984
962166104 WEYERHAEUSER CO	3,581	4,395
437076102 HOME DEPOT INC	1,026	9,028
387328107 GRANITE CONSTRUCTION
03027X100 AMERICAN TOWER CORP	940	8,125
892356106 TRACTOR SUPPLY CO	3,208	7,276
518439104 LAUDER ESTEE COS INC	2,700	12,836
302520101 FNB CORP
69354N106 PRA GROUP INC
22822V101 CROWN CASTLE INTL CO	3,641	8,491
237545108 DASSAULT SYSTEMES SA	342	3,856
465562106 ITAU UNIBANCO HOLDIN
307305102 FANUC CORPORATION A	5,830	6,408
45104G104 ICICI BANK LTD A D R
780259206 ROYAL DUTCH SHELL PL
717081103 PFIZER INC	5,195	8,587
383082104 GORMAN RUPP CO	1,402	2,548
466032109 J & J SNACK FOODS CO	1,286	3,117
92826C839 VISA INC	1,666	19,090
04010L103 ARES CAP CORP
427096508 HERCULES TECHNOLOGY
803054204 SAP SE SPONSORED A D	3,115	6,525
674599105 OCCIDENTAL PETROLEUM
713448108 PEPSICO INC	3,739	10,323
363576109 ARTHUR J GALLAGHER C	3,486	17,362
09247X101 BLACKROCK INC	1,828	6,692
479167108 JOHNSON OUTDOORS INC	1,551	5,250
35952Q106 FUCHS PETROLUB SE PR
143658300 CARNIVAL CORP
191216100 COCA COLA COMPANY	3,486	5,519
640491106 NEOGEN CORP	736	1,665
57636Q104 MASTERCARD INC	1,038	16,628
69351T106 PPL CORPORATION
58933Y105 MERCK AND CO INC	5,376	13,044
12709P103 CABOT MICROELECTRONI
09073M104 BIO TECHNE CORP	1,620	8,861
33829M101 FIVE BELOW	1,525	5,337
92343X100 VERINT SYS INC COM
02079K305 ALPHABET INC CL A	1,396	13,958
718172109 PHILIP MORRIS INTL	3,725	6,703
00206R102 ATT INC	2,533	2,629
806857108 SCHLUMBERGER LTD
641069406 NESTLE SA SPONSORED	3,344	10,935
904767704 UNILEVER PLC SPONSOR	2,437	5,061
693475105 P N C FINANCIAL SERV	1,968	4,978
594918104 MICROSOFT CORP	2,387	28,355
421906108 HEALTHCARE SVCS GROU
163072101 CHEESECAKE FACTORY I
500255104 KOHLS CORP
22160N109 COSTAR GRP INC COM	491	5,081
30303M102 FACEBOOK INC A
343498101 FLOWERS FOODS INC	725	2,074
83001A102 SIX FLAGS ENTERTAINM
66987V109 NOVARTIS AG A D R	1,369	2,403
136375102 CANADIAN NATL RAILWA	2,489	8,234
12637N204 CSL LIMITED A D R
23304Y100 DBS GROUP HLDGS LTD	2,679	4,839
87184P109 SYSMEX CORP UNSPON A
G5960L103 MEDTRONIC PLC	4,253	5,181
83569C102 SONOVA HOLDING UNSPO	2,089	7,612
458140100 INTEL CORP	3,456	7,698
637215104 NATIONAL PRESTO INDS
855244109 STARBUCKS CORP	817	2,967
577933104 MAXIMUS INC	633	1,538
58155Q103 MCKESSON CORPORATION	2,144	7,856
22160K105 COSTCO WHSL CORP	2,738	10,285
26875P101 E O G RES INC
46625H100 J P MORGAN CHASE CO	8,214	23,649
02079K107 ALPHABET INC CL C	1,936	18,662
256746108 DOLLAR TREE INC	3,577	11,575
16359R103 CHEMED CORP	649	5,292
433323102 HINGHAM INSTITUTION	1,531	3,770
771195104 ROCHE HOLDINGS LTD S	3,439	6,760
874039100 TAIWAN SEMICONDUCTOR	997	11,502
502117203 LOREAL UNSPONSORED A	1,761	9,765
464287234 ISHARES MSCI EMERGIN
023135106 AMAZON.COM INC	1,251	18,893
097023105 BOEING CO	907	1,115
037833100 APPLE INC	1,334	35,752
87612E106 TARGET CORP	3,201	6,535
001317205 AIA GROUP LTD ADR	1,842	4,537
056752108 BAIDU COM INC A D R
009126202 AIR LIQUIDE S A A D	2,576	8,076
09857L108 BOOKING HOLDINGS INC	408	11,614
049255706 ATLAS COPCO AB SPONS	1,065	7,020
H01301128 ALCON INC
260557103 DOW INC	1,673	1,862
26614N102 DUPONT DE NEMOURS IN	2,554	2,143
42328H109 HELIOS TECHNOLOGIES	1,561	3,992
62548D100 MULTICHOICE GROUP LT
22052L104 CORTEVA INC
75513E101 RAYTHEON TECHNOLOGIE	2,741	5,779
68902V107 OTIS WORLDWIDE CORP
971378104 WILLSCOT MOBIL MINI
00287Y109 ABBVIE INC
14448C104 CARRIER GLOBAL CORPO	822	2,513
89832Q109 TRUIST FINL CORP	4,003	6,713
68622V106 ORGANON CO
674599162 OCCIDENTAL PETROLEUM
12571T100 CMC MATLS INC
92556V106 VIATRIS INC
29362U104 ENTEGRIS INC	2,465	2,967

- TIN:

TY 2021 InvestmentsOtherSchedule2

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Category/ Item	Listed at Cost or FMV	Book Value	End of Year Fair Market Value
SCHOOL BUILDING
46434G103 ISHARES CORE MSCI EM	AT COST	19,248	17,907
464288661 ISHARES 3 7 YEAR TRE	AT COST	28,425	28,254
46432F842 ISHARES CORE MSCI EA	AT COST	19,382	18,429

- TIN:

TY 2021 LegalFeesSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Category	Amount	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
LEGAL FEES	1,832			1,832

- TIN:

TY 2021 OtherAssetsSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Description	Beginning of Year - Book Value	End of Year - Book Value	End of Year - Fair Market Value
SCHOOL BUILDING		238,180	238,180

- TIN:

TY 2021 OtherDecreasesSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Description	Amount
COST BASIS ADJUSTMENT	214

- TIN:

TY 2021 OtherExpensesSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Description	Revenue and Expenses per Books	Net Investment Income	Disbursements for Charitable Purposes
SOS CORPORATION FEE	50	0	50
US BANK FEES	96	0	96
ASSOCIATION DUES	100	0	100
VISA MEMBERSHIPS	140	0	140
UTILITIES	3,539	0	3,539
ADR FEES	115	115	0
STATE FILING FEE	92	0	92

- TIN:

TY 2021 OtherIncomeSchedule2

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Description	Revenue And Expenses Per Books	Net Investment Income	Adjusted Net Income
FEDERAL TAX REFUND	3,042	0

- TIN:

TY 2021 TaxesSchedule

Name:

WESTERN INSTITUTE FOR NAT RE ED & P

EIN:

93-1234139

Category	Amount	Net Investment Income
FOREIGN TAXES	453	453
FEDERAL ESTIMATES - PRINCIPAL	108	0
FOREIGN TAXES ON NONQUALIFIED	10	10
PROPERTY TAX	2,354	2,354