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 WARREN J AND MARYLOU HAYFORD
FAMILY FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)CO ANCHIN 2255 GLADES ROAD 111-E
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOCA RATON, FL33431
A Employer identification number

36-3992941
B Telephone number (see instructions)

(312) 486-1000
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$1,580,761J 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) 118,561
2 Check bullet.............
3 Interest on savings and temporary cash investments 33 33  
4 Dividends and interest from securities... 25,841 25,841  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,307
b Gross sales price for all assets on line 6a 231,800
7 Capital gain net income (from Part IV, line 2)... 119,307
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)....... Click to see attachment -5,270 0  
12 Total. Add lines 1 through 11........ 258,472 145,181  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 8,500 4,250   4,250
c Other professional fees (attach schedule).... Click to see attachment 8,698 8,698   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,198 12,948   4,250
25 Contributions, gifts, grants paid....... 343,790 343,790
26 Total expenses and disbursements. Add lines 24 and 25 360,988 12,948   348,040
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -102,516
b Net investment income (if negative, enter -0-) 132,233
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............. 94,375 5,628 5,628
2 Savings and temporary cash investments.........      
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)      
b Investments—corporate stock (attach schedule)....... 614,457 Click to see attachment512,117 982,700
c Investments—corporate bonds (attach schedule)....... 173,603 Click to see attachment174,663 163,014
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 164,236 Click to see attachment143,577 429,419
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) 1,046,671 835,985 1,580,761
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........ 1,046,671 835,985
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 1,046,671 835,985
30 Total liabilities and net assets/fund balances (see instructions). 1,046,671 835,985
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
1,046,671
2
Enter amount from Part I, line 27a .....................
2
-102,516
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
944,155
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
108,170
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
835,985
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 HAYFORD CHARITABLE CAPITAL, LLC D    
b GOLDMAN SACHS P    
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     272 -272
b 231,800   112,221 119,579
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       -272
b       119,579
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 2 119,307
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,838
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,838
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,476
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 8,476
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 6,638
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet6,638 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletFL
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletJUNE HAYFORD Telephone no.bullet (770) 241-9766

    Located atbullet2401 NW BOCA RATON BLVDBOCA RATONFL ZIP+4bullet33431
    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
    WARREN J HAYFORD DIRECTOR/PRESIDENT
    0.10     		0 0 0
    C/O ANCHIN 1375 BROADWAY
    NEW YORK,NY10018
    JUNE HAYFORD DIRECTOR/TREASURER
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    WARREN JOHN HAYFORD DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    MARY BETH PHILIPP DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    DAVID P HAYFORD DIRECTOR/CFO
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    CAROLYN E GOODMASTER DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    LAURA A BLATCHFORD DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    SUSAN M LUCIU DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    MICHAEL E HAYFORD DIRECTOR
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    LISA GOODMASTER DIRECTOR/SECRETARY
    0.10     		0 0 0
    C/O DASZKAL BOLTON LLP TAX 2401 NW
    BOCA RATON BLVD
    BOCA RATON,FL33431
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    41,467
    b
    Average of monthly cash balances.......................
    1b
    1,348,607
    c
    Fair market value of all other assets (see instructions)................
    1c
    153,418
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,543,492
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,543,492
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    23,152
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,520,340
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    76,017
    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
    76,017
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,838
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,838
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    74,179
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    74,179
    6
    Deduction from distributable amount (see instructions).................
    6
    0
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    74,179
    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 74,179
    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...... 172,783
    b From 2017...... 256,000
    c From 2018...... 248,911
    d From 2019...... 169,920
    e From 2020...... 213,575
    f Total of lines 3a through e ........ 1,061,189
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 348,040
    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..... 74,179
    e Remaining amount distributed out of corpus 273,861
    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 1,335,050
    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) ...     		172,783
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,162,267
    10 Analysis of line 9:
    a Excess from 2017.... 256,000
    b Excess from 2018.... 248,911
    c Excess from 2019.... 169,920
    d Excess from 2020.... 213,575
    e Excess from 2021.... 273,861
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    40 DAYS FOR LIFE
    4112 EAST 29TH STREE
    BRYAN,TX77802     		NONE PC UNRESTRICTED 3,000
    ACTS XXIX
    38695 7 MILE ROAD SUITE 110
    LIVONIA,MI48152     		NONE PC UNRESTRICTED 2,000
    ALLIANCE DEFENDING FREEDOM
    15100 N 90TH STREET
    SCOTTSDALE,AZ85260     		NONE PC UNRESTRICTED 7,000
    ASCENSION PRESS
    PO BOX 69154
    BALTIMORE,MD21264     		NONE PC UNRESTRICTED 2,000
    AVA MARIA HANDS OF HOPE
    5088 ANNUNCIATION CIR
    AVE MARIA,FL34142     		NONE PC UNRESTRICTED 200
    BARSTOW REED
    200 SE HOSPITAL AVE 2346
    STUART,FL34994     		NONE PC UNRESTRICTED 7,500
    BLACKHAWK CHURCH
    365 E CAMPUS MALL
    MADISON,WI53715     		NONE PC UNRESTRICTED 5,000
    BLIND CHILDREN'S LEARNING CENTER
    4120 MARATHON ST
    LOS ANGELES,CA90029     		NONE PC UNRESTRICTED 6,300
    BOYS AND GIRLS CLUB OF MARTIN COUNT V
    9357 SE OLYMPUS ST
    HOBE SOUND,FL33455     		NONE PC UNRESTRICTED 1,000
    CANA FAMILY INSTITUTE
    7301 BASS LAKE RD
    CRYSTAL,MN55428     		NONE PC UNRESTRICTED 3,000
    CARDINAL'S CIRCLE
    1700 SAN JACINTO
    HOUSTON,TX77002     		NONE PC UNRESTRICTED 5,000
    CATHOLIC ANSWERS
    2020 GILLESPIE WAY
    EL CAJON,CA92020     		NONE PC UNRESTRICTED 300
    CHICAGO LIGHTHOUSE
    1850 W ROOSEVELT RD
    CHICAGO,IL60608     		NONE PC UNRESTRICTED 6,000
    CHICAGO THEATER MEMORIAL BIKE RIDE
    175 N STATE ST
    CHICAGO,IL60601     		NONE PC UNRESTRICTED 6,000
    CHILD CREATIVITY LAB
    1901 CARNEGIE AVE STE 1A
    SANTA ANA,CA92705     		NONE PC UNRESTRICTED 2,000
    CLEVELAND CLINIC HEALTH FOUNDATION
    2135 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,500
    CLEVELAND CLINIC HEALTH FOUNDATION
    2136 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,500
    CLEVELAND CLINIC HEALTH FOUNDATION
    2137 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,500
    CLEVELAND CLINIC HEALTH FOUNDATION
    2138 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,500
    CLEVELAND CLINIC HEALTH FOUNDATION
    2139 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,500
    CLEVELAND CLINIC HEALTH FOUNDATION
    2140 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 3,000
    CLEVELAND CLINIC HEALTH FOUNDATION
    2140 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 10,000
    CLEVELAND CLINICH HEALTH FOUNDATION
    2141 SE OCEAN BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 6,000
    COMMUNITY FOUNDATION MARTIN-ST LUCI A
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,100
    COMMUNITY FOUNDATION MARTIN-ST LUCI A
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,100
    CORNELL UNIVERSITY
    144 FEENEY WAY
    ITHACA,NY14853     		NONE PC UNRESTRICTED 3,000
    CORNELL UNIVERSITY
    144 FEENEY WAY
    ITHACA,NY14853     		NONE PC UNRESTRICTED 7,000
    CORNELL UNIVERSITY
    144 FEENEY WAY
    ITHACA,NY14853     		NONE PC UNRESTRICTED 3,000
    CORNELL UNIVERSITY
    144 FEENEY WAY
    ITHACA,NY14853     		NONE PC UNRESTRICTED 7,000
    CORNELL UNIVERSITY
    144 FEENEY WAY
    ITHACA,NY14853     		NONE PC UNRESTRICTED 2,000
    CROSS CATHOLIC OUTREACH
    2700 N MILITARY TRIAIL 300
    BOCA RATON,FL33427     		NONE PC UNRESTRICTED 5,200
    DIOCESAN SERVICES FUND
    1700 SAN JACINTO
    HOUSTON,TX77002     		NONE PC UNRESTRICTED 3,000
    FAMILY PROMISE OF MARTIN COUNTY
    2635 OLD OKEECHOBEE RD
    WEST PALM BEACH,FL33409     		NONE PC UNRESTRICTED 10,000
    FIELD MUSEUM
    1400 S LAKE SHORE DR
    CHICAGO,IL60605     		NONE PC UNRESTRICTED 5,000
    FOCUS FELLOWSHIP OF CATHOLIC UNIVERSITY STUDE
    603 PARK POINT DR
    GOLDEN,CO80401     		NONE PC UNRESTRICTED 240
    FOCUS
    603 PARK POINT DR
    GOLDEN,CO80401     		NONE PC UNRESTRICTED 1,000
    FOOD BANK FOR NEW YORK CITY
    71 ST NICHOLAS AVE
    NEW YORK,NY10026     		NONE PC UNRESTRICTED 1,000
    GIRIS WHO CODE
    50 COLLEGE ST
    SOUTH HADLEY,MA01075     		NONE PC UNRESTRICTED 1,000
    GLSEN
    1012 14TH ST NW UNIT 1105
    WASHINGTON,DC20005     		NONE PC UNRESTRICTED 2,000
    GROWER SHIPPER ASSOCIATION FOUNOATI ON
    512 PAJARO ST
    SALINAS,CA93901     		NONE PC UNRESTRICTED 5,000
    GUADALUPE RADIO NETWORK
    11511 KATY FWY 301
    HOUSTON,TX77393     		NONE PC UNRESTRICTED 300
    GUIDING EVES FOR THE BLIND
    361 NV-164
    PATTERSON,NY12563     		NONE PC UNRESTRICTED 10,000
    HEROIC MEDIA
    PO BOX 802021
    DALLAS,TX75380     		NONE PC UNRESTRICTED 1,400
    HOBE SOUND COMMUNITY CHEST
    11450 SE DIXIE HWY
    HOBE SOUND,FL33455     		NONE PC UNRESTRICTED 6,000
    HOLY CHILD CATHOLIC CHUCH SCHOOL
    25 STORE HILL RD
    OLD WESTBURY,NY11568     		NONE PC UNRESTRICTED 5,000
    HOUSTON COALITION FOR LIFE
    2925 W T C JESTER BLVD SUITE 5
    HOUSTON,TX77018     		NONE PC UNRESTRICTED 500
    HOUSTON COALITION FOR LIFE
    2925 WT C JESTER BLVD SUITE 5
    HOUSTON,TX77018     		NONE PC UNRESTRICTED 2,000
    HUMAN LIFE INTERNATIONAL
    4 FAMILY LIFE LN
    FRONT ROYAL,VA22630     		NONE PC UNRESTRICTED 3,000
    ICLE
    104 MARIETTA ST NW
    ATLANTA,GA30303     		NONE PC UNRESTRICTED 1,050
    KSBJNGEN RADIO
    1722 TREBLE DR
    HUMBLE,TX77338     		NONE PC UNRESTRICTED 300
    LA PROMESSA FOUNDATION
    1406 GARDEN LANE
    MIDLAND,TX79701     		NONE PC UNRESTRICTED 3,000
    LC PASTORAL SERVICES
    30 MANSELL COURT SUITE 103
    ROSWELL,GA30076     		NONE PC UNRESTRICTED 2,000
    LEGIONARIES OF CHRIST - SEMINARIANS
    30 MANSELL COURT SUITE 103
    ROSWELL,GA30076     		NONE PC UNRESTRICTED 5,000
    LIFEHOUSE HOUSTON
    PO BOX 27127
    HOUSTON,TX77227     		NONE PC UNRESTRICTED 1,000
    LUCILE PACKARD FOUNDATION FOR CHILD ENS HEALTH
    400 HAMILTON AVE 340
    PALO ALTO,CA94301     		NONE PC UNRESTRICTED 5,000
    MARINER SANDS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 300
    MARINER SANDS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 600
    MARINER SANOS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 300
    MARINER SANOS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 600
    MARINER SANOS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 5,000
    MARINER SANOS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 900
    MARINER SANOS CHAPEL
    6500 SE CONGRESSIONAL WAY
    STUART,FL34997     		NONE PC UNRESTRICTED 10,000
    MARTIN COUNTY HOSPICE FOUNDATION
    1201 SE INDIAN ST
    STUART,FL34997     		NONE PC UNRESTRICTED 500
    MARTIN COUNTY HOSPICE FOUNDATION
    1202 SE INDIAN ST
    STUART,FL34997     		NONE PC UNRESTRICTED 540
    MARTIN COUNTY HOSPICE FOUNDATION
    1203 SE INDIAN ST
    STUART,FL34997     		NONE PC UNRESTRICTED 570
    MARTIN COUNTY RESCUE 33
    6900 SE RIDGEWAY TERRACE
    HOBE SOUND,FL33455     		NONE PC UNRESTRICTED 750
    MARV CRANE CENTER
    2905 N LEAVITT ST
    CHICAGO,IL60618     		NONE PC UNRESTRICTED 7,000
    MAX FINNEY FOUNDATION
    PO BOX 133151
    SPRING,TX77393     		NONE PC UNRESTRICTED 1,000
    MUSEUM OF SCIENCE AND INDUSTRY
    5700 S DUSABLE LAKE SHORE DR
    CHICAGO,IL60637     		NONE PC UNRESTRICTED 5,000
    NOTRE DAME HIGH SCHOOL SCHOLARSHIP FUND
    455 PALMA DR
    SALINAS,CA93901     		NONE PC UNRESTRICTED 7,000
    NOTRE DAME HIGH SCHOOL
    455 PALMA DR
    SALINAS,CA93901     		NONE PC UNRESTRICTED 7,000
    NOTRE DAME SCHOLARSHIP FUND
    455 PALMA DR
    SALINAS,CA93901     		NONE PC UNRESTRICTED 5,500
    PASTORAL SUPPORT SERVICES
    30 MANSELL COURT SUITE 103
    ROSWELL,GA30076     		NONE PC UNRESTRICTED 2,000
    PLANNED PARENTHOOD OF SOUTH EAST NORTH FLOR
    1696 SE HILLMOOR DR UNIT A
    PORT ST LUCIE,FL34952     		NONE PC UNRESTRICTED 400
    PLAY MARIN
    216 GREENFIELD AVE
    SAN ANSELMO,CA94960     		NONE PC UNRESTRICTED 5,000
    PORTICO
    726 S CHURCH ST
    MURFREESBORO,TN37130     		NONE PC UNRESTRICTED 1,500
    PORTICO
    726 S CHURCH ST
    MURFREESBORO,TN37130     		NONE PC UNRESTRICTED 300
    PORTICO
    726 S CHURCH ST
    MURFREESBORO,TN37130     		NONE PC UNRESTRICTED 1,000
    RAVINIA
    418 SHERIDAN RD
    HIGHLAND PARK,IL60035     		NONE PC UNRESTRICTED 5,000
    SMILOW CANCER HOSPITAL
    35 PARK ST
    NEW HAVEN,CT06519     		NONE PC UNRESTRICTED 300
    ST ANTHONY CATHOLIC SCHOOL
    7901 BAY BRANCH DR
    THE WOODLANDS,TX77382     		NONE PC UNRESTRICTED 300
    ST CHRISTOPHER CATHOLIC CHURCH
    12001 SE FEDERAL HWY
    HOBE SOUND,FL33445     		NONE PC UNRESTRICTED 3,000
    ST COLUMBKILLE CATHOLIC CHURCH CAPITAL CAMPAI
    12171 IONA RD
    FORT MYERS,FL33908     		NONE PC UNRESTRICTED 5,200
    ST COLUMBKILLE CATHOLIC SCHOOL
    12171 IONA RD
    FORT MYERS,FL33908     		NONE PC UNRESTRICTED 5,200
    ST GIANNA PREGNANCY RESOURCE CENTER
    180 SHERMAN AVE
    NEW HAVEN,CT06511     		NONE PC UNRESTRICTED 3,000
    ST JOSEPH FAMILY CENTER INC
    7950 CHURCH ST STE A
    GILROY,CA95020     		NONE PC UNRESTRICTED 1,000
    ST MARTHA CATHOLIC CHURC CAPITAL CAMPAIGN
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 25,000
    ST MARTHA CATHOLIC CHURCH
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 2,000
    ST MARTHA CATHOLIC CHURCH
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 4,100
    ST MARTHA CATHOLIC SCHOOL
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 5,000
    ST MARTHA CHURCH
    200 N ORANGE AVE
    SARASOTA,FL34236     		NONE PC UNRESTRICTED 700
    ST MARTHA'S CATHOLIC SCHOOL
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 3,000
    ST MARTHA'S KITCHEN
    2411 OAK SHORES DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 5,000
    ST VINCENT DE PAUL ST MARTHA CHAPTER
    3702 WOODLAND HILLS DR
    KINGWOOD,TX77339     		NONE PC UNRESTRICTED 5,000
    ST VINCENT DE PAUL-ST MARTHA CHAPTER
    4301 WOODRIDGE PKWY
    PORTER,TX77365     		NONE PC UNRESTRICTED 500
    STUDENTS FOR LIFE
    1000 WINCHESTER ST
    FREDERICKSBURG,VA22401     		NONE PC UNRESTRICTED 2,000
    TATUM'S GARDEN FOUNDATION
    40 CLARK ST
    SALINAS,CA93901     		NONE PC UNRESTRICTED 3,000
    TEXANS FOR LIFE COALITION
    PO BOX 171443
    ARLINGTON,TX76003     		NONE PC UNRESTRICTED 500
    TEXAS RIGHT TO LIFE
    4500 BISSONNET ST 305
    BELLAIRE,TX77401     		NONE PC UNRESTRICTED 2,000
    TEXAS RIGHT TO LIFE
    4500 BISSONNET ST 305
    BELLAIRE,TX77401     		NONE PC UNRESTRICTED 500
    THE COMMUNITY FOUNDATION - MARTIN LUCIE
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,600
    THE COMMUNITY FOUNDATION MARTIN ST LUCIE
    851 SE MONTEREY COMMONS BLVD
    STUART,FL34996     		NONE PC UNRESTRICTED 1,140
    UKRAINE CRISIS RELIEF FUND-GLOBAL GIVIN
    1 THOMAS CIRCLE NW
    WASHINGTON,DC20005     		NONE PC UNRESTRICTED 5,000
    UNIVERSITY OF TEXAS - DEPT OF AEROSPACE
    2617 WICHITA ST NORTH OFFICE
    BUILDING A
    AUSTIN,TX78771     		NONE PC UNRESTRICTED 1,000
    VAIL HEALTH FOUNDATION
    322 BEARD CREEK RD
    EDWARDS,CO81632     		NONE PC UNRESTRICTED 5,000
    Total .................................bullet 3a 343,790
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 33  
    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 ............     		    18 119,307  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aHAYFORD CHARITABLE CAPITAL, LLC     		      -5,270  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 139,911 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    139,911
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    THE WARREN J AND MARYLOU HAYFORD
    FAMILY FOUNDATION
    Employer identification number

    36-3992941
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    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
    Special Rules
    ......... 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
    THE WARREN J AND MARYLOU HAYFORD
    FAMILY FOUNDATION         		Employer identification number
    36-3992941
    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
    HAYFORD HEALTH & EDUCATION TRUST
     
    8073 SE DOUBLE TREE
     
    HOBE SOUND, FL33455

    		$ 59,131


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    HAYFORD HEALTH & EDUCATION TRUST
     
    8073 SE DOUBLE TREE
     
    HOBE SOUND, FL33455

    		$ 59,430


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    THE WARREN J AND MARYLOU HAYFORD
    FAMILY FOUNDATION         		Employer identification number

    36-3992941
    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
    		 18 SHARES AMAZON.COM INC $ 59,131 2021-09-30
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 420 SHARES APPLE INC $ 59,430 2021-09-30
    (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
    THE WARREN J AND MARYLOU HAYFORD
    FAMILY FOUNDATION         		Employer identification number

    36-3992941
    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 $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use 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 (c) Use 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 (c) Use 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 (c) Use 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:  

    TY 2021 AccountingFeesSchedule
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,500 4,250   4,250

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Name of Bond End of Year Book Value End of Year Fair Market Value
    17105.39 PAR GS CORE FIXED INCOME FUND CLASS P 174,663 163,014

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Name of Stock End of Year Book Value End of Year Fair Market Value
    745 SHS ISHARES RUSSELL 2000 ETF 78,912 126,173
    1,895 SHS SPDR S&P 500 ETF TRUST 319,721 714,889
    2,018 SHS ISHARES MSCI EAFE ETF 112,353 126,105
    67 APPLE INC. CMN 601 9,160
    60 AMAZON.COM INC CMN 530 6,373

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    HAYFORD CHARITABLE CAPITAL, LLC AT COST 143,577 429,419

    TY 2021 OtherDecreasesSchedule
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Description Amount
    DIFFERENCE IN FMV/BOOK VALUE OF SECURITIES CONTRIBUTED 108,170


    TY 2021 OtherIncomeSchedule2
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    HAYFORD CHARITABLE CAPITAL, LLC -5,270   -5,270


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE WARREN J AND MARYLOU HAYFORD
     
    FAMILY FOUNDATION
    EIN:
    36-3992941
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADVISORY FEES 8,698 8,698   0