Form990-PF
Click to see attachment
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Department of the Treasury
Internal Revenue Service

Return of Private Foundation
or Section 4947(a)(1) Trust Treated as Private Foundation
bulletDo not enter social security numbers on this form as it may be made public.
bulletGo to www.irs.gov/Form990PF for instructions and the latest information.
OMB No. 1545-0047
2021
Open to Public Inspection
For calendar year 2021, or tax year beginning 12-01-2021 , and ending 11-30-2022
Name of foundation
TIMKEN-STURGIS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)1525 FOOTHILL ROAD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
GARDNERVILLE, NV89460
A Employer identification number

94-3227435
B Telephone number (see instructions)

(775) 297-1492
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$1,745,688J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 377 377 377
4 Dividends and interest from securities... 20,199 20,199 20,199
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 138,493
b Gross sales price for all assets on line 6a 1,407,276
7 Capital gain net income (from Part IV, line 2)... 138,493
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 159,069 159,069 20,576
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 255      
b Accounting fees (attach schedule)....... Click to see attachment 4,298      
c Other professional fees (attach schedule).... Click to see attachment 18,314 18,314 18,314  
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,969      
19 Depreciation (attach schedule) and depletion... Click to see attachment 67    
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 1,035      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 26,938 18,314 18,314 0
25 Contributions, gifts, grants paid....... 99,000 99,000
26 Total expenses and disbursements. Add lines 24 and 25 125,938 18,314 18,314 99,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 33,131
b Net investment income (if negative, enter -0-) 140,755
c Adjusted net income (if negative, enter -0-)... 2,262
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 107,924 27,841 27,841
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)....... 1,612,187 Click to see attachment1,725,132 1,717,581
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet2,620
Less: accumulated depreciation (attach schedule) bullet2,354   Click to see attachment266 266
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,720,111 1,753,239 1,745,688
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,720,111 1,753,239
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,720,111 1,753,239
30 Total liabilities and net assets/fund balances (see instructions). 1,720,111 1,753,239
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
1,720,111
2
Enter amount from Part I, line 27a .....................
2
33,131
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
1,753,242
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,753,239
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 4184.1 Nuveen Real Estate Asset Income CL 1 P 2015-05-11 2021-12-17
b 289 American Elec Pwr Co Inc. P 2021-09-30 2021-12-17
c 493 American Elec Pwr Co Inc. P 2021-09-30 2021-12-17
d 1 American Elec Pwr Co Inc. P 2021-09-30 2021-12-17
e 9 American Elec Pwr Co Inc. P 2021-09-30 2021-12-17
8 American Elec Pwr Co Inc. P 2021-09-30 2021-12-17
30 Bank of America P 2017-06-08 2021-12-17
1200 Alliancebernstein Global Hgh I P 2021-10-19 2021-12-17
300 Alliancebernstein Global Hgh I P 2021-10-19 2021-12-17
200 Chevron Corp P 2013-04-19 2021-12-17
200 Chevron Corp P 2015-07-10 2021-12-17
2000 Blackrock Enhanced Global Divi Com P 2021-10-19 2021-12-17
5500 Nuveen Credit strategies Income Fund P 2016-07-01 2021-12-17
500 Nuveen Credit strategies Income Fund P 2016-07-01 2021-12-17
1203 Nuveen Real Asset & Income Growth P 2015-08-14 2021-12-17
802 Nuveen Real Asset & Income Growth P 2015-08-14 2021-12-17
1002 Nuveen Real Asset & Income Growth P 2015-12-18 2001-12-17
300 Kellogg Company P 2016-08-30 2021-12-17
100 Kellogg Company P 2016-08-30 2001-12-17
700 Altria Group Inc P 2019-05-20 2021-12-17
300 Microsoft Corp P 2016-06-24 2021-12-17
1500 Virtus Allianzgi Div Int & Prm P 2021-10-19 2021-12-17
500 Virtus Allianzgi Div Int & Prm P 2021-10-19 2021-12-17
300 Procter Gamble Co. P 2018-03-01 2021-12-17
300 Pepsico Inc P 2016-08-30 2021-12-17
600 Steel Dynamics Inc Com P 2020-10-08 2021-12-17
500 AT&T Inc P 2013-08-16 2021-12-17
200 AT&T Inc P 2013-08-23 2021-12-17
500 AT&T Inc P 2013-10-03 2021-12-17
800 AT&T Inc P 2014-01-28 2021-12-17
900 Verizon P 2016-08-16 2021-12-17
800 WP Carey Inc P 2014-05-27 2021-12-17
500 Waste Management Inc P 2016-08-30 2021-12-17
500 Ishares Asia Pacific Dividend ETF P 2014-01-28 2021-12-17
500 Ishares Asia Pacific Dividend ETF P 2014-01-28 2021-12-17
700 Wisdomtree DEFA Equity Income ETF P 2014-05-27 2021-12-17
300 Wisdomtree DEFA Equity Income ETF P 2014-05-27 2021-12-17
132 Hain Celectial Group Inc P 2021-05-14 2021-12-09
105 Prog Holdings Inc P 2021-05-14 2021-12-09
91 Prog Holdings Inc P 2021-07-14 2021-12-09
28 LHC Group Inc P 2020-04-16 2021-12-30
32 LHC Group Inc P 2021-02-25 2021-12-30
31 LHC Group Inc P 2021-09-24 2021-12-30
66 Gibraltar Industries Inc Com P 2021-03-26 2021-12-30
80 Gibraltar Industries Inc Com P 2021-05-14 2021-12-30
76 Mercury Systems Inc P 2021-01-29 2021-12-30
99 Mercury Systems Inc P 2021-02-25 2021-12-30
66 Focus Financial Partners Inc Com P 2020-10-15 2022-02-11
35 Focus Financial Partners Inc Com P 2022-01-14 2022-02-11
51 Pentair PLC Com P 2020-04-16 2022-02-11
69 Axos Financial Inc Com P 2021-06-18 2022-05-02
108 Mantech International Corp Com P 2020-02-28 2022-06-23
2 Qualys Inc Com P 2020-01-10 2022-06-28
57 Qualys Inc Com P 2020-11-12 2022-06-28
67 First Cash Holdings Inc P 2022-05-02 2022-07-21
38 Jazz Pharmaceuticals PLC Com P 2020-07-09 2022-08-05
22 Jazz Pharmaceuticals PLC Com P 2020-09-11 2022-08-05
8 Jazz Pharmaceuticals PLC Com P 2021-09-24 2022-08-05
8 Jazz Pharmaceuticals PLC Com P 2022-01-14 2022-08-05
21 Marten Transport P 2019-09-13 2022-08-05
186 Marten Transport P 2020-07-09 2022-08-05
214 Marten Transport P 2021-02-04 2022-08-05
32 CSW Industrials Inc P 2021-01-29 2022-08-24
24 CSW Industrials Inc P 2021-06-18 2022-08-24
2 Steel Dynamics Inc P 2020-10-01 2022-08-24
56 Enphase Energy Inc P 2022-02-11 2022-08-26
45 Pan American Silver Corp P 2021-07-14 2022-09-12
61 Pan American Silver Corp P 2022-01-14 2022-09-12
81 Maxlinear Inc P 2022-08-05 2022-09-12
53 First Cash Holdings Inc P 2020-11-17 2022-09-12
323 Vacasa Inc Com P 2022-08-24 2022-09-12
44 Franklin Electric Co In P 2021-05-14 2022-09-12
159 Marten Transport P 2019-09-13 2022-09-12
45 Five Below Inc Com P 2020-03-12 2022-09-12
26 Five Below Inc Com P 2022-05-20 2022-09-12
25 Jazz Pharmaceuticals PLC Com P 2021-09-24 2022-09-12
29 Etsy Inc. P 2021-10-04 2022-09-12
51 Etsy Inc. P 2022-01-25 2022-09-12
24 Etsy Inc. P 2022-06-23 2022-09-12
118 Lemaitre Vascular Inc P 2021-05-14 2022-09-12
7 CSW Industrials Inc P 2019-08-29 2022-09-12
34 CSW Industrials Inc P 2021-06-18 2022-09-12
34 Crocs Inc P 2022-05-05 2022-09-12
65 Corcs Inc P 2022-08-24 2022-09-12
130 Tilray Inc P 2021-01-30 2022-09-12
15 American States Water Co. Com P 2019-11-18 2022-09-12
40 American States Water Co. Com P 2020-02-25 2022-09-12
153 Pacira Biosciences Inc Com P 2021-09-29 2022-09-12
2 Pacira Biosciences Inc Com P 2021-11-19 2022-09-12
63 Axos Financial Inc Com P 2020-11-12 2022-09-12
31 Axos Financial Inc Com P 2021-06-18 2022-09-12
44 Korn Ferry P 2021-12-03 2022-09-12
29 Hain Celectial Group Inc P 2021-05-14 2022-09-12
41 Qualys Inc Com P 2020-01-10 2022-09-12
10 Helen of Troy Corp P 2021-05-14 2022-09-12
50 PDC Energy Inc P 2022-06-28 2022-09-12
76 National Beverage Corp P 2021-03-26 2022-09-12
2 Gilbraltar Industries Inc P 2022-08-05 2022-09-12
50 Pentair PLC Com P 2020-04-16 2022-09-12
10 Gilbraltar Industries Inc P 2022-08-05 2022-09-12
185 Gilbraltar Industries Inc P 2022-08-05 2022-09-12
5 Gilbraltar Industries Inc P 2022-08-05 2022-09-12
2 Gilbraltar Industries Inc P 2022-08-05 2022-09-12
60 Focus Financial Partners Inc Com P 2020-10-15 2022-09-12
144 The Azek Company Inc. P 2020-12-10 2022-09-12
7 The Azek Company Inc. P 2021-01-29 2022-09-12
59 The Azek Company Inc. P 2019-11-19 2022-09-12
90 The Azek Company Inc. P 2022-08-31 2022-09-12
95 The Azek Company Inc. P 2019-11-19 2022-09-12
8 The Azek Company Inc. P 2022-08-31 2022-09-12
61 SP Plus Corp P 2022-05-05 2022-09-12
140 SP Plus Corp P 2022-07-21 2022-09-12
93 Progress Software Corp P 2021-01-29 2022-09-12
53 Lumentum Hldgs Inc Com P 2020-01-30 2022-09-12
4 Lumentum Hldgs Inc Com P 2020-09-11 2022-09-12
42 Lumentum Hldgs Inc Com P 2021-02-04 2022-09-12
71 Addus Homecare Corp Com P 2021-07-14 2022-09-12
17 Addus Homecare Corp Com P 2021-12-09 2022-09-12
149 BRP Group, Inc. P 2022-06-28 2022-09-12
61 Texas Road House Inc P 2021-10-04 2022-09-12
32 Texas Road House Inc P 2021-11-02 2022-09-12
88 Upstart Hldgs Inc P 2022-02-04 2022-09-12
12 Upstart Hldgs Inc P 2022-06-23 2022-09-12
47 Steel Dynamics Inc P 2020-10-01 2022-09-12
50 Hain Celectial Group Inc P 2021-05-14 2022-10-25
16 Helen of Troy Corp P 2021-05-14 2022-10-25
2 3M Company Jan 20 23 125.0 P P 2022-06-16 2022-07-07
2 3M Company Jul 15 22 135.0 P P 2022-04-08 2022-06-16
1 Adobe Inc Jan 20 23 390.0 P P 2022-03-23 2022-09-15
1 Adobe Inc Jun 17 22 430.0 P P 2022-01-21 2022-03-23
3 Alibaba Group Hold Jun 17 22 115. P P 2022-01-05 2022-02-01
4 Altria Group Inc Jun 17 22 45.0 P P 2022-01-27 2022-06-21
2 Amazon Com Inc Jan 20 23 90.0 P P 2022-06-16 2022-07-07
1 Amgen Inc Jan 20 23 220. P P 2022-09-15 2022-10-20
4 Apple Inc Jan 20 23 140.0 p P 2022-08-03 2022-10-20
4 Apple Inc Jun 17 22 140.0 p P 2022-01-21 2022-06-13
4 Apple Inc Oct 21 22 125.0 p P 2022-06-13 2022-08-03
10 AT&T Jul 15 22 21.0 P P 2022-03-28 2022-04-20
6 Bank of America Jan 20 23 30.0 P P 2022-07-08 2022-10-20
13 Bank of America Jun 17 22 38.0 P 2022-01-21 2022-04-07
11 Bank of America Oc 21 22 35.0 P 2022-04-07 2022-07-07
7 BHP Group Aug 19 22 52.5 P P 2021-12-22 2022-03-14
3 Caterpillar Inc Cat Mar 18 22 190.0 P P 2021-12-22 2022-02-01
7 Cisco Systems Inc CSCO Jun 17 22 52.5 P P 2021-12-20 2022-03-25
3 Cisco Systems Inc Jan 20 23 50.0 P P 2022-03-25 2022-07-07
4 Cisco Systems Inc Jan 20 23 50.0 P P 2022-03-25 2022-08-08
3 Clorox Co CLX Apr 14 22 165.0 P P 2021-12-22 2022-02-01
2 Clorox Co Jul 15 22 120.0 P P 2022-02-04 2022-07-18
1 Clorox Co Jul 15 22 125.0 P P 2022-03-28 2022-07-18
3 Conocophillips Aug 19 22 75.0 P P 2022-01-21 2022-03-14
1 Conocophillips Aug 19 22 75.0 P P 2022-04-07 2022-08-22
1 Costco Wholesale Oct 21 22 390.0 P P 2022-06-16 2022-07-07
2 Danaher Corp Jun 17 230.0 P P 2022-01-27 2022-05-11
2 Danaher Corp Sep 16 22 220.0 P P 2022-05-11 2022-07-07
2 Darden Restaurants Inc Jan 20 23 120.0 P P 2022-03-25 2022-05-10
1 Darden Restaurants Inc Jul 15 22 120.0 P P 2022-01-21 2022-02-10
2 Darden Restaurants Inc Jul 15 22 130.0 P P 2022-02-10 2022-03-24
1 Deere & Co Jun 17 22 300.0 P P 2022-01-21 2022-03-24
2 Dicks Sporting Goods Jun 17 22 95.0 P P 2021-01-31 2022-03-25
2 Dicks Sporting Goods Sep 16 22 85.0 P P 2022-03-25 2022-05-11
4 Exxon Mobil Corp Jun 17 22 120.0 P P 2021-02-01 2022-04-21
3 Exxon Mobile Oct 21 22 70.0 P P 2022-07-07 2022-10-20
2 General Electric Jan 20 23 70.0 P P 2022-04-28 2022-06-16
2 General Electric Jun 17 22 80.0 P P 2021-01-31 2022-04-28
1 Home Depot Inc Jun 17 22 270.0 P P 2022-02-22 2022-04-28
1 Home Depot Inc Jun 17 22 270.0 P P 2022-02-22 2022-06-13
1 Home Depot Inc Sep 16 22 250.0 P P 2022-06-13 2022-07-20
4 Intel Corp INTC Jun 17 22 45.0 P P 2021-12-22 2022-02-01
2 International Bus Mach Oct 21 22 120. P P 2022-04-21 2022-07-07
3 JP Morgan Chase & Co Jan 20 23 105.0 P P 2022-09-22 2022-10-20
3 JP Morgan Chase & Co Jun 17 22 125.0 P P 2021-01-31 2022-04-07
1 JP Morgan Chase & Co Jun 17 22 125.0 P P 2022-03-28 2022-04-07
3 JP Morgan Chase & Co Oct 21 22 115.0 P P 2022-04-07 2022-09-22
2 Kimberly Clark Cop Jun 17 22 120.0 P P 2022-03-15 2022-05-11
1 Lockheed Martin Corp Jun 17 22 310.0 P P 2021-01-25 2022-01-24
1 Lockheed Martin Corp Jun 17 22 330.0 P P 2022-01-25 2022-03-01
3 Merck & Co Jun 17 22 72.5 p P 2022-03-28 2022-05-11
1 Meta Platforms Inc Feb 20 23 240.0 P P 2022-04-05 2022-09-15
1 Meta Platforms Inc Jun 17 22 260.0 P P 2022-01-24 2022-03-22
1 Meta Platforms Inc Jun 17 22 260.0 P P 2022-01-24 2022-04-05
2 Microsoft Corp Jan 20 23 230.0 P P 2022-06-13 2022-07-07
2 Microsoft Corp Jul 15 22 260.0 P P 2022-04-27 2022-06-13
2 Microsoft Corp Jun 17 22 250. p P 2022-01-21 2022-04-27
1 Netflix Inc Jun 17 22 340.0 P P 2022-01-21 2022-04-07
1 Netflix Inc Sep 16 22 320.0 P P 2022-04-07 2022-04-21
2 Nvdia Corp Jul 15 22 190.0 P P 2022-01-21 2022-03-25
2 Nvdia Corp Sep 16 22 200.0 P P 2022-03-28 2022-04-21
3 Oracle Corp Jan 20 23 65 P P 2022-06-14 2022-10-20
3 Oracle Corp Jun 17 22 70 P P 2022-01-21 2022-06-10
3 Oracle Corp Jun 17 22 70 P P 2022-01-21 2022-06-14
3 Paypal Holdings Inc Jan 20 23 80.0 P P 2022-08-03 2022-10-20
1 Paypal Holdings Inc Jun 17 22 125.0 P P 2022-02-02 2022-03-22
1 Paypal Holdings Inc Oct 21 22 105.0 P P 2022-03-22 2022-04-20
7 PPL Corp Jul 15 22 28.0 p P 2022-01-21 2022-02-18
3 Qual Comm Inc Jan 20 23 120.0 P P 2022-07-29 2022-10-20
3 Qual Comm Inc Jun 17 22 300.0 pP P 2022-03-24 2022-04-07
3 Qual Comm Inc Sep 16 22 120.0 P P 2022-04-07 2022-07-29
2 Qualcomm Inc QCOM Apr 14 22 150.0 P P 2021-12-20 2022-01-27
4 Starbucks Sep 16 22 75.0 P P 2022-03-25 2022-07-20
2 Target Corp Jan 20 23 115.0 P P 2022-07-07 2022-07-27
2 Target Corp Sep 16 22 130.0 P P 2022-05-20 2022-07-07
2 United Parcel Service Jun 17 22 180.0 P P 2022-03-01 2022-04-07
2 United Parcel Service Oct 21 22 170.0 P P 2022-04-07 2022-09-16
4 Verizon Communications Jun 17 22 22.50 P P 2022-01-25 2022-05-11
2 Verizon Communications Oct 21 22 45.0 P P 2022-05-11 2022-07-15
5 Verizon Jan 20 23 41.0 P P 2022-08-26 2022-10-20
1 Vertex Pharmaceutical Jul 15 22 180.0 P P 2022-01-24 2022-03-14
3 Walmart Sep 16 22 110.0 P P 2022-05-18 2022-07-07
3 Walt Disney Company DIS Jun 17 22 155.0 P P 2021-12-22 2022-01-03
2 Waste Management Jul 15 22 125.0 P 2022-03-01 2022-03-23
1 Zoom Video Comm Jun 17 22 130.0 P P 2022-01-21 2022-03-01
(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 99,432   98,763 669
b 14,922   14,430 492
c 25,455   24,615 840
d 52   50 2
e 465   449 16
413   399 14
43,445   37,530 5,915
14,352   14,818 -466
3,588   3,704 -116
22,956   23,256 -300
22,956   18,914 4,042
23,860   24,060 -200
34,485   35,238 -753
3,135   3,393 -258
18,129   20,093 -1,964
12,086   13,403 -1,317
15,100   14,874 226
19,476   24,557 -5,081
6,492   8,185 -1,693
33,792   36,816 -3,024
96,756   14,990 81,766
23,438   23,160 278
7,813   7,720 93
47,778   23,470 24,308
51,100   32,288 18,812
37,506   19,679 17,827
11,847   17,044 -5,197
4,739   6,821 -2,082
11,847   16,859 -5,012
18,956   26,982 -8,026
47,443   47,826 -383
64,636   48,348 16,288
81,413   32,074 49,339
18,410   25,867 -7,457
18,385   25,867 -7,482
26,729   34,671 -7,942
11,455   14,854 -3,399
5,086   5,355 -269
4,529   5,779 -1,250
3,925   4,050 -125
3,934   3,740 194
4,496   6,186 -1,690
4,356   4,995 -639
4,463   5,899 -1,436
5,410   6,336 -926
4,245   5,442 -1,197
5,529   6,590 -1,061
3,447   2,540 907
1,828   1,912 -84
3,031   1,513 1,518
2,613   3,164 -551
10,306   8,449 1,857
258   167 91
7,366   5,204 2,162
4,513   5,051 -538
5,887   3,970 1,917
3,408   3,015 393
1,239   1,093 146
1,239   1,152 87
455   310 145
4,029   3,207 822
4,636   3,579 1,057
4,259   3,797 462
3,194   2,769 425
162   58 104
16,403   8,456 7,947
749   1,295 -546
1,015   1,407 -392
3,062   3,406 -344
4,254   3,441 813
1,319   1,618 -299
3,891   3,823 68
3,100   2,344 756
6,388   3,483 2,905
3,691   2,924 767
3,829   3,416 413
3,289   5,733 -2,444
5,783   7,427 -1,644
1,849   1,849  
6,106   5,801 305
908   476 432
4,414   3,923 491
2,808   2,325 483
5,369   5,003 366
449   742 -293
1,290   1,268 22
3,441   3,564 -123
8,581   8,659 -78
112   111 1
2,643   2,002 641
1,301   1,422 -121
2,336   3,118 -782
588   1,177 -589
6,557   3,424 3,133
1,240   2,227 -987
3,337   3,270 67
3,481   3,621 -140
85   88 -3
2,379   1,484 895
424   441 -17
7,840   8,167 -327
212   221 -9
85   88 -3
2,423   2,309 114
2,873   5,046 -2,173
140   274 -134
1,177   2,440 -1,263
1,796   1,653 143
1,895   3,930 -2,035
160   147 13
2,025   1,860 165
4,648   4,631 17
4,391   3,761 630
4,322   4,020 302
326   280 46
3,425   3,709 -284
6,633   5,903 730
1,588   1,576 12
4,801   3,604 1,197
5,543   5,731 -188
2,908   2,829 79
2,428   8,355 -5,927
331   452 -121
3,963   1,366 2,597
873   2,029 -1,156
1,430   3,564 -2,134
1,808   1,811 -3
629   1,351 -722
3,637   8,476 -4,839
1,791   3,331 -1,540
3,799   3,137 662
549     549
1,519   861 658
964   436 528
1,801   3,083 -1,282
1,997   2,851 -854
3,237   291 2,946
423   307 116
1,346   640 706
1,395   2,674 -1,279
2,448   4,792 -2,344
3,299   1,405 1,894
1,888   1,022 866
1,339   1,279 60
988   2,417 -1,429
1,317   2,543 -1,226
2,104   1,982 122
819     819
339     339
1,723   1,112 611
454     454
1,363   516 847
1,399   1,645 -246
2,473   621 1,852
2,579   2,781 -202
689   420 269
1,259   2,241 -982
829   166 663
1,159   949 210
941   2,201 -1,260
537   111 426
625     625
1,278   2,100 -822
573   1,186 -613
709   521 188
709   211 498
854   241 613
881   971 -90
599   477 122
1,723   1,112 611
928   1,472 -544
273   491 -218
1,768   2,090 -322
599   51 548
769   571 198
874   231 643
298   50 248
3,263   9,046 -5,783
1,564   4,681 -3,117
1,564   3,237 -1,673
3,651   1,911 1,740
1,861   3,773 -1,912
1,571   995 576
1,544   2,055 -511
2,350   10,571 -8,221
2,189   827 1,362
1,707   4,461 -2,754
2,906   1,984 922
640   1,217 -577
640   410 230
1,318   1,997 -679
939   1,155 -216
928   1,771 -843
695   1,580 -885
1,789   3,992 -2,203
1,003   2,087 -1,084
2,533   857 1,676
1,229   1,736 -507
1,153   751 402
1,095   851 244
1,105   951 154
1,029   1,372 -343
1,777   891 886
645   1,091 -446
814   239 575
857   2,403 -1,546
439   321 118
1,033   479 554
3,988   3,197 791
499   201 298
1,265   2,364 -1,099
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       669
b       492
c       840
d       2
e       16
      14
      5,915
      -466
      -116
      -300
      4,042
      -200
      -753
      -258
      -1,964
      -1,317
      226
      -5,081
      -1,693
      -3,024
      81,766
      278
      93
      24,308
      18,812
      17,827
      -5,197
      -2,082
      -5,012
      -8,026
      -383
      16,288
      49,339
      -7,457
      -7,482
      -7,942
      -3,399
      -269
      -1,250
      -125
      194
      -1,690
      -639
      -1,436
      -926
      -1,197
      -1,061
      907
      -84
      1,518
      -551
      1,857
      91
      2,162
      -538
      1,917
      393
      146
      87
      145
      822
      1,057
      462
      425
      104
      7,947
      -546
      -392
      -344
      813
      -299
      68
      756
      2,905
      767
      413
      -2,444
      -1,644
       
      305
      432
      491
      483
      366
      -293
      22
      -123
      -78
      1
      641
      -121
      -782
      -589
      3,133
      -987
      67
      -140
      -3
      895
      -17
      -327
      -9
      -3
      114
      -2,173
      -134
      -1,263
      143
      -2,035
      13
      165
      17
      630
      302
      46
      -284
      730
      12
      1,197
      -188
      79
      -5,927
      -121
      2,597
      -1,156
      -2,134
      -3
      -722
      -4,839
      -1,540
      662
      549
      658
      528
      -1,282
      -854
      2,946
      116
      706
      -1,279
      -2,344
      1,894
      866
      60
      -1,429
      -1,226
      122
      819
      339
      611
      454
      847
      -246
      1,852
      -202
      269
      -982
      663
      210
      -1,260
      426
      625
      -822
      -613
      188
      498
      613
      -90
      122
      611
      -544
      -218
      -322
      548
      198
      643
      248
      -5,783
      -3,117
      -1,673
      1,740
      -1,912
      576
      -511
      -8,221
      1,362
      -2,754
      922
      -577
      230
      -679
      -216
      -843
      -885
      -2,203
      -1,084
      1,676
      -507
      402
      244
      154
      -343
      886
      -446
      575
      -1,546
      118
      554
      791
      298
      -1,099
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 2 138,493
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 -35,231
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 1,956
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,956
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,896
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,896
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 18
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 78
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet0 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletNV
    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 ofbulletTERRIE Y PRODHON CPA Telephone no.bullet (530) 622-1731

    Located atbullet768 PLEASANT VALLEY RD 300DIAMOND SPRINGSCA ZIP+4bullet95619
    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
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    No
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions ........................
    5a(4)
     
    No
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals? .............
    5a(5)
     
    No
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ........
    5b
     
     
    c
    .........bullet
    d
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant? .................
    5d
     
     
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract? .............................
    6a
     
    No
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    7a
     
    No
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .........................
    8
     
    No
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JUDY PRICE STURGIS SEC/TREASURER
    2.00     		0    
    1515 FOOTHILL ROAD
    GARDNERVILLE,NV89410
    JASON T STURGIS President
    1.00     		0    
    1515 FOOTHILL ROAD
    GARDNERVILLE,NV89410
    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  
    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.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    871,753
    b
    Average of monthly cash balances.......................
    1b
    947,930
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,819,683
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,819,683
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    27,295
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,792,388
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    89,619
    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
    89,619
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,956
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,956
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    87,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    87,663
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    87,663
    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 87,663
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 19,154
    b From 2017...... 25,141
    c From 2018...... 30,986
    d From 2019...... 32,926
    e From 2020...... 34,514
    f Total of lines 3a through e ........ 142,721
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 99,000
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 87,663
    e Remaining amount distributed out of corpus 11,337
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 154,058
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		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) .......     		 
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		19,154
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		134,904
    10 Analysis of line 9:
    a Excess from 2017.... 25,141
    b Excess from 2018.... 30,986
    c Excess from 2019.... 32,926
    d Excess from 2020.... 34,514
    e Excess from 2021.... 11,337
    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 e-mail address of the person to whom applications should be addressed:
    JUDY P STURGIS
    1525 FOOTHILL ROAD
    GARDNERVILLE,NV89410
    (775) 782-2445
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER STATING DETAILS OF REQUEST AND INFORMATION REGARDING EXEMPT STATUS.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    ARCS FOUNDATION INC
    3030 MARKET STREET
    SAN DIEGO,CA92102     		NONE PUBLIC SCHOLARSHIP 7,500
    CARSON VLY COMM FOOD CLST
    1255 WATERLOO LANE
    GARDNERVILLE,NV89410     		NONE PUBLIC PROGRAM SUPPORT 4,000
    DOUGLAS HIGH SCHOOL
    1670 HWY 88
    MINDEN,NV89423     		NONE PUBLIC SCHOLARSHIP 5,000
    DUCKS UNLIMITED
    13105 SOUTH HILLS DRIVE
    RENO,NV89511     		NONE PUBLIC PROGRAM SUPPORT 500
    INST NAUTICAL ARCHEOLOGY
    TEXAS AM UNIVERSITY
    COLLEGE STATION,TX77841     		NONE PUBLIC PROGRAM SUPPORT 20,000
    MIDNIGHT MISSION
    396 SO LOS ANGELES ST
    LOS ANGELES,CA90013     		NONE PUBLIC PROGRAM SUPPORT 500
    NEVADA MUSEUM OF ART
    160 WEST LIBERTY STREET
    RENO,NV89501     		NONE PUBLIC PROGRAM SUPPORT 2,500
    NEVADA WOMENS FUND
    770 SMITHRIDGE DRIVE SUITE 30
    RENO,NV89502     		NONE PUBLIC SCHOLARSHIP 1,000
    PEPPERDINE UNIVERSITY
    24255 PACIFIC COAST HWY
    MALIBU,CA90263     		NONE PUBLIC SCHOLARSHIPS 1,000
    RENO PHILHARMONIC
    925 RIVERSIDE DRIVE 3
    RENO,NV89503     		NONE PUBLIC PROGRAM SUPPORT 1,000
    ST VINCENTS DINING ROOM
    325 VALLEY ROAD
    RENO,NV89512     		NONE PUBLIC PROGRAM SUPPORT 1,000
    THE SALK INSTITUTE FOR BIO SDY
    10010 NORTH TORREY PINES ROAD
    LA JOLLA,CA92037     		NONE PUBLIC SCHOLARSHIP 10,000
    THE SALVATION ARMY
    661 COLORADO STREET
    CARSON CITY,NV89701     		NONE PUBLIC PROGRAM SUPPORT 1,000
    AMERICAN FRIENDS OF SMUS
    BANNER BANK 10125 MAIN STREET
    BOTHELL,WA98041     		NONE PUBLIC PROGRAM SUPPORT 1,000
    WHALE TRUST
    300 PAANI PLACE
    PALA,HI96779     		NONE PUBLIC PROGRAM SUPPORT 2,000
    DOUGLAS CO SHERIFFS SEACH & R
    1625 8TH STREET
    MINDEN,NV89423     		NONE PUBLIC PROGRAM SUPPORT 1,000
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC PROGRAM SUPPORT 8,000
    RENOUN HEALTH FOUNDATION
    1155 MILL STREET - 02
    RENO,NV89502     		NONE PUBLIC PROGRAM SUPPORT 1,000
    EAST FORK FIRE AND PARAMEDIC DISTRICTS
    1694 COUNTY ROAD
    MINDEN,NV89423     		NONE PUBLIC PROGRAM SUPPORT 2,000
    BETWEEN HORSES AND HUMANS
    PO BOX 6459
    GARDNERVILLE,NV89460     		NONE PUBLIC PROGRAM SUPPORT 500
    CARSON VALLEY TRAILS ASSOCIATION
    PO BOX 222
    MINDEN,NV89423     		NONE PUBLIC PROGRAM SUPPORT 1,000
    AUSTINS HOUSE
    PO BOX 784
    MINDEN,NV89423     		NONE PUBLIC PROGRAM SUPPORT 500
    FAMILY SUPPORT COUNCIL OF DOUGLAS C
    PO BOX 810
    MINDEN,NV89423     		NONE PUBLIC PROGRAM SUPPORT 1,000
    MAUI MEMORIAL MEDICAL FOUNDATION
    285 MAHALANI STREET 4
    WAILUKU,HI96793     		NONE PUBLIC PROGRAM SUPPORT 1,000
    THE COAST GUARD FOUNDATION
    394 TAUGWONK ROAD
    STONINGTON,CT06378     		NONE PUBLIC PROGRAM SUPPORT 1,000
    JUDICIAL WATCH
    425 THIRD STREET SW SUITE 800
    WASHINGTON,DC20024     		NONE PUBLIC PROGRAM SUPPORT 4,000
    THE NATURE CONSERVANCY
    1 EAST 1ST STREET
    RENO,NV89501     		NONE PUBLIC PROGRAM SUPPORT 5,000
    MAUI SALVATION ARMY
    135 SHAW STREET
    LAHAINA,HI96761     		NONE PC FEED THE HUNGRY 2,000
    ICAN FAMILY SERVICES
    2901 N TENAYA WAY
    LAS VEGAS,NV89128     		NONE   SERVICES 4,000
    FRIENDS OF THORNE BAY LIBRARY
    PO BOX 19273
    THORNE BAY,AK99919     		NONE GOV SUPPORT LIBRARIES 5,000
    CHILDREN'S DEFENSE FUND
    840 FIRST STREET NE
    WASHINGTON,DC20002     		NONE   PROGRAM SUPPORT 4,000
    Total .................................bullet 3a 99,000
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		      377  
    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 ............     		        138,493
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   20,576 138,493
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    159,069
    (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: 21013475
    Software Version: 2021v4.1


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING, ACCOUNTING, AND TAX WORK 4,298 0 0 0

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

    TY 2021 DepreciationSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)    		 Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included
    FAX PRINTER 2021-12-01 333   200DB 20.00 % 67      

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AT&T INC    
    BANK OF AMERICA CORP    
    CHEVRON CORP    
    KELLOGG CO    
    MICROSOFT CORP    
    NUVEEN CREDIT STRATEGIES INCOM    
    NUVEEN PFD & INC SECURITITES FD 63,229 49,840
    NUVEEN REAL ASSET INC AND GRWTH    
    PEPSICO INC    
    VERIZON COMMUNICATIONS    
    WASTE MANAGEMENT INC    
    WP CAREY INC    
    ISHARES ASIA/PACIFIC DIVIDEND ETF    
    WISDOMTREE INTL HIGH DIVIDEND FUND    
    NUVEEN FUNDS REAL ASSET INCOME I    
    PROCTER GAMBLE CO    
    AXOS FINANCIAL INC 1,557 1,965
    AGNICO EAGLE MINES LTD COM 40,371 35,259
    ALTRIA GROUP INC    
    B2GOLD CORP 19,894 20,184
    FRANCO NEVADA CORP 20,103 30,685
    NEWPORT MINING COMPANY 20,202 26,109
    PAN AMERICAN SILVER CORP COM 6,681 4,016
    ROYAL GOLD INC 20,225 20,219
    SANDSTORM GOLD LIMITED 20,057 16,120
    SPROUTT PHYSICAL GOLD AND SILVER TR 269,361 259,950
    WHEATON PRECIOUS METALS CORP 20,313 30,053
    FORTUNA SILVER MINES INC COM 22,040 26,110
    AMERICAN STATES WATER CO COM 2,960 3,430
    CSW INDUSTIALS INC 2,578 2,903
    FIVE BELOW INC COM 4,049 5,791
    JAZZ PHARMACEUTICALS PLC 1,776 2,040
    MARTEN TRANSPORT 1,548 2,238
    QUALYS INC COM 2,314 2,343
    STEEL DYNAMICS INC COM 697 2,494
    ETSY INC COM 3,159 5,416
    FIRSTCASH INC 1,749 2,347
    FOCUS FINANCIAL 1,963 1,946
    LHC GROUP INC    
    LUMENTUM HOLDGS INC COM 4,343 3,406
    MANTECH INTERNATIONAL CORP COM CL A    
    PENTAIR PLC COM 2,728 3,204
    WALLBRIDGE MINING CO COM 9,907 1,705
    ALLANCEBERNSTEIN GLOBAL HIGH I    
    AMERICAN ELEC PWR CO INC    
    ADDUS HOMECARE CORP COM 4,078 4,852
    BLACKROCK ENHANCED GLOBAL DIVI COM    
    FRANKLIN ELECTRIC CO IN 1,998 1,916
    GIBRALTAR INDUSTRIES INC COM 5,297 6,073
    HAIN CELECTIAL GROUP INC    
    HELEN OF TROY CORP    
    LEMAITRE VASCULAR INC 2,900 2,764
    MERCURY SYSTEMS INC.    
    NATIONAL BEVERAGE CORP 2,144 2,319
    PACIRA BIOSCIENCES INC COM 4,053 3,522
    PROG HOLDINGS INC    
    PROGRESS SOFTWARE CORP 1,739 2,293
    TEXAS ROAD HOUSE INC 3,978 4,469
    THE AZEK COMPANY INC 7,135 3,926
    TILRAY INC 1,708 1,157
    VIRTUS ALLANZGI DIV INT & PRM    
    ORCHER EXPLORAT CONTRA    
    SCHWAB MUTUAL FUND 1,101,582 1,101,582
    BRP GROUP INC 1,524 1,893
    CROCS INC COM 3,419 5,050
    KORN FERRY COM 2,693 2,167
    MAXLINEAR INC COM 2,271 1,976
    SP PLUS CORP 3,750 4,291
    UPSTART HLDGS INC COM 4,862 2,522
    VACASA INC COM 2,471 948
    PDC ENERGY INC COM 3,726 4,088

    TY 2021 LandEtcSchedule2
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category / Item Cost / Other Basis Accumulated Depreciation Book Value End of Year Fair Market Value
    Machinery and Equipment 2,620 2,354 266 266


    TY 2021 LegalFeesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ANNUAL FILING 255 0 0 0


    TY 2021 OtherDecreasesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Amount
    ROUNDING 3


    TY 2021 OtherExpensesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK CHARGES 69      
    OFFICE EXPENSE 59      
    TELEPHONE 907      


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 18,314 18,314 18,314 0


    TY 2021 TaxesSchedule
    Name:
    TIMKEN-STURGIS FOUNDATION
    EIN:
    94-3227435
    Software ID:
    21013475
    Software Version:
    2021v4.1
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXCISE TAX 2,512      
    FOREIGN TAX WITHHELD 457