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 06-01-2021 , and ending 05-31-2022
Name of foundation
ALBERT SHAPIRO FUND INC
C/O EILEEN C SHAPIRO
Number and street (or P.O. box number if mail is not delivered to street address)300 BEACH DR NE 1704
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ST PETERSBURG, FL33701
A Employer identification number

52-1300277
B Telephone number (see instructions)

(617) 495-0020
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$11,168,763J 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) 219,774
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 140,740 140,740  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 635,941
b Gross sales price for all assets on line 6a 4,928,237
7 Capital gain net income (from Part IV, line 2)... 635,941
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........ 996,455 776,681  
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 4,610 4,610   0
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 24,673 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 34,011 34,011   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 63,294 38,621   0
25 Contributions, gifts, grants paid....... 525,000 525,000
26 Total expenses and disbursements. Add lines 24 and 25 588,294 38,621   525,000
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 408,161
b Net investment income (if negative, enter -0-) 738,060
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 522,935 1,524,555 1,524,555
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) 436,177 0 0
b Investments—corporate stock (attach schedule)....... 5,462,707 Click to see attachment5,663,583 8,674,223
c Investments—corporate bonds (attach schedule)....... 486,546 0 0
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,001,996 Click to see attachment1,121,103 969,985
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) 7,910,361 8,309,241 11,168,763
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 7,910,361 8,309,241
29 Total net assets or fund balances (see instructions)..... 7,910,361 8,309,241
30 Total liabilities and net assets/fund balances (see instructions). 7,910,361 8,309,241
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
7,910,361
2
Enter amount from Part I, line 27a .....................
2
408,161
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
8,318,522
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
9,281
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
8,309,241
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 DISNEY WALT CO MTNS FR P 2018-01-02 2021-07-15
b ABBOTT LABORATORIES COM P 2020-11-09 2022-02-25
c ADOBE INC. P 2021-07-16 2022-02-25
d AFFIRM HLDGS INC COM CL A P 2021-05-20 2021-09-28
e AFFIRM HLDGS INC COM CL A P 2021-05-20 2021-10-07
AFFIRM HLDGS INC COM CL A P 2021-05-20 2021-10-14
AFFIRM HLDGS INC COM CL A P 2021-05-20 2021-10-20
AFFIRM HLDGS INC COM CL A P 2021-05-20 2021-10-25
AFTERPAY LTD SHS P 2021-07-23 2021-09-24
AGORA INC ADS P 2021-07-27 2021-12-06
ALIBABA GROUP HLDG LTD SPONSORED ADS P 2021-04-06 2021-11-23
ALIBABA GROUP HLDG LTD SPONSORED ADS P 2021-08-17 2021-11-24
ALIBABA GROUP HLDG LTD SPONSORED ADS P 2021-08-17 2021-12-28
ALNYLAM PHARMACEUTICALS INC COM P 2021-01-22 2022-02-25
ALPHABET INC CAP STK CL A P 2021-10-15 2022-02-17
ALPHABET INC CAP STK CL A P 2020-09-11 2022-02-25
ALPHABET INC CAP STK CL A P 2021-09-28 2022-03-04
ALPHABET INC CAP STK CL A P 2021-09-28 2022-03-08
ALPHABET INC CAP STK CL C P 2014-10-21 2022-02-25
AMERICAN TOWER CORPORATION P 2021-07-16 2022-02-25
AMERICAN WTR WKS CO INC NEW COM P 2020-06-04 2021-12-17
AMERICAN WTR WKS CO INC NEW COM P 2021-07-16 2022-02-25
AMERIPRISE FINL INC COM P 2021-01-14 2022-02-25
AMETEK INC NEW COM P 2021-01-14 2022-02-25
AMPHENOL CORP CL A P 2021-01-14 2022-02-25
ANALOG DEVICES INC COM P 2021-07-16 2022-02-25
ANAPLAN INC COM P 2021-05-19 2022-01-18
ANAPLAN INC COM P 2020-06-09 2022-04-12
ANAPLAN INC COM P 2020-08-05 2022-04-20
ANAPLAN INC COM P 2021-05-19 2022-04-22
ANAPLAN INC COM P 2021-11-24 2022-04-28
ANAPLAN INC COM P 2021-11-24 2022-05-04
ANSYS INC COM P 2021-01-14 2022-02-25
APPLE INC COM P 2010-12-16 2022-02-25
APPLE INC SR GLBL NT P 2017-07-25 2021-07-15
APTIV PLC COM NEW P 2021-01-14 2022-02-25
ASHLAND GLOBAL HLDGS INC COM P 2021-01-14 2022-02-25
ASTRAZENECA PLC SPONSORED ADR P 2020-11-05 2022-02-25
AUTODESK INC COM P 2021-01-14 2021-06-11
AUTODESK INC COM P 2018-02-01 2022-02-25
AUTOMATIC DATA PROCESSING INC COM P 2021-07-16 2022-02-25
AUTOMATIC DATA PROCESSING INC COM P 2010-05-10 2022-04-18
AUTOMATIC DATA PROCESSING INC COM P 2010-05-10 2022-04-18
AUTOZONE INC COM P 2021-01-14 2022-02-25
AUTOZONE INC COM P 2013-01-14 2022-04-29
AVALARA INC COM P 2022-01-19 2022-02-25
AVANTOR INC COM P 2021-08-11 2022-02-25
AZEK CO INC CL A P 2021-12-17 2022-02-25
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2020-11-10 2021-11-26
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2020-03-16 2021-12-03
BERKSHIRE HATHAWAY INC DEL CL B NEW P 2020-03-16 2022-01-04
BERRY GLOBAL GROUP INC. P 2021-01-14 2022-02-25
BLACKROCK INC COM P 2021-07-16 2022-02-25
BLACKSTONE INC P 2020-09-11 2021-09-16
BLACKSTONE INC P 2020-09-11 2021-12-15
BLACKSTONE INC P 2019-07-23 2022-02-25
BOOKING HLDGS INC COM P 2021-03-26 2022-02-25
BOOKING HLDGS INC COM P 2021-05-26 2022-02-25
BROWN FORMAN CORP CL B P 2011-08-16 2021-06-04
BROWN FORMAN CORP CL B P 2021-01-14 2021-06-09
CADENCE DESIGN SYSTEM INC COM P 2021-01-14 2022-02-25
CARVANA CO CL A P 2022-02-24 2022-05-05
CDW CORP COM P 2021-01-14 2022-02-25
CHARLES RIV LABORATORIES INTL INC P 2021-07-14 2022-02-25
CHEVRON CORP NEW COM P 2018-01-31 2022-02-25
CHEWY INC CL A P 2021-09-27 2022-02-25
CHEWY INC CL A P 2021-09-27 2022-04-29
CHIPOTLE MEXICAN GRILL INC CL A P 2021-06-21 2022-02-25
CHURCH & DWIGHT INC COM P 2021-01-14 2022-01-19
CHURCH & DWIGHT INC COM P 2011-08-16 2022-02-25
CIBC ATLAS INTERNATIONAL GROWTH FUND P 2021-09-08 2022-03-21
CIGNA CORP NEW USD P 2015-12-03 2021-09-16
CIGNA CORP NEW USD P 2021-07-19 2021-09-16
CIGNA CORP NEW USD P 2015-12-03 2021-11-04
CIGNA CORP NEW USD P 2015-12-03 2021-11-04
CINTAS CORP COM P 2021-01-14 2022-02-25
CISCO SYS INC COM P 2020-03-13 2022-02-25
CLARIVATE PLC ORD SHS P 2021-09-13 2021-10-20
CLARIVATE PLC ORD SHS P 2021-09-13 2021-10-20
CLARIVATE PLC ORD SHS P 2021-09-13 2021-10-21
CME GROUP INC COM P 2021-02-22 2022-02-25
COHEN & STEERS PREFERRED SECURITIES P 2021-11-02 2022-03-23
COMCAST CORP CL A P 2021-07-19 2021-11-04
COOPER COS INC COM NEW P 2021-01-14 2021-07-14
COSTAR GROUP INC COM P 2021-01-14 2022-02-25
COSTCO WHSL CORP NEW COM P 2021-07-16 2022-02-25
COSTCO WHSL CORP NEW COM P 2021-03-11 2022-04-01
CREDIT ACCEP CORP MICH COM P 2021-03-08 2021-07-22
CREDIT ACCEP CORP MICH COM P 2021-03-23 2021-08-19
CREDIT ACCEP CORP MICH COM P 2021-03-22 2021-09-23
CROWN HLDGS INC COM P 2021-01-14 2022-02-25
CYRUSONE INC COM P 2021-01-14 2021-06-21
DANAHER CORP COM P 2021-07-16 2022-02-25
DEERE JOHN CAP CORP MTNS FR P 2017-07-25 2021-07-15
DIAMONDBACK ENERGY INC COM P 2022-01-19 2022-02-25
DISCOVERY INC NEW COM SER C P 2021-05-17 2021-12-10
DISCOVERY INC NEW COM SER C P 2021-07-22 2021-12-10
DISNEY WALT CO COM P 2021-07-19 2022-02-25
DOLLAR TREE INC COM P 2021-01-14 2021-08-11
DOLLAR TREE INC COM P 2021-01-14 2021-08-11
DOLLAR TREE INC COM P 2013-01-14 2021-09-27
DOMINOS PIZZA INC COM P 2021-01-14 2022-02-25
DYNATRACE INC COM P 2021-01-14 2022-02-25
ECOLAB INC COM P 2019-01-02 2022-01-27
ECOLAB INC COM P 2019-01-02 2022-01-27
ECOLAB INC COM P 2020-02-28 2022-01-27
ECOLAB INC COM P 2021-07-19 2022-01-27
EDWARDS LIFESCIENCES CORP COM P 2021-01-14 2022-02-25
EDWARDS LIFESCIENCES CORP COM P 2018-09-11 2022-05-03
ENCOMPASS HEALTH CORP COM P 2021-01-14 2022-02-25
ENPHASE ENERGY INC COM P 2021-10-21 2022-02-25
ENTEGRIS INC COM P 2021-01-14 2022-02-25
ENVESTNET INC COM P 2021-09-30 2022-03-18
EPAM SYS INC COM P 2013-11-22 2021-08-25
EPAM SYS INC COM P 2021-01-14 2022-01-19
EPAM SYS INC COM P 2013-11-22 2022-02-25
EURONET WORLDWIDE INC COM P 2021-01-12 2021-10-29
EURONET WORLDWIDE INC COM P 2021-01-14 2021-10-29
EVERBRIDGE INC COM P 2021-01-14 2021-12-15
EXACT SCIENCES CORP COM P 2018-01-19 2021-11-17
EXACT SCIENCES CORP COM P 2018-01-19 2021-11-17
EXACT SCIENCES CORP COM P 2021-07-16 2021-11-17
FEDERAL HOME LOAN BKS CONS BDS P 2021-01-05 2021-07-15
FEDERAL NATL MTG ASSN P 2020-10-09 2021-07-15
FIDELITY NATL INFORMATION SVCS INC P 2021-07-16 2022-02-25
FISERV INC COM P 2021-07-16 2022-02-25
FIVE BELOW INC COM P 2021-08-11 2022-02-25
FIVERR INTL LTD ORD SHS P 2021-03-31 2021-09-15
FIVERR INTL LTD ORD SHS P 2021-03-31 2021-09-15
FLEETCOR TECHNOLOGIES INC COM P 2021-01-14 2022-02-25
FLOOR & DECOR HLDGS INC CL A P 2021-05-12 2022-02-25
FMC CORP COM NEW P 2021-01-14 2022-02-25
GDS HLDGS LTD SPONSORED ADS P 2021-07-23 2022-01-04
GDS HLDGS LTD SPONSORED ADS P 2021-07-23 2022-01-04
GDS HLDGS LTD SPONSORED ADS P 2021-07-23 2022-05-05
GDS HLDGS LTD SPONSORED ADS P 2021-07-23 2022-05-05
GENPACT LIMITED SHS P 2020-03-02 2021-06-29
GENPACT LIMITED SHS P 2019-10-03 2021-06-29
GENPACT LIMITED SHS P 2021-01-14 2022-02-25
GLOBAL PMTS INC COM P 2021-01-14 2021-06-23
GLOBAL PMTS INC COM P 2019-11-18 2022-02-25
GOLDMAN SACHS GROUP INC SR GBL P 2018-01-02 2021-07-15
GOODRX HLDGS INC COM CL A P 2021-11-17 2022-02-25
GOODRX HLDGS INC COM CL A P 2020-12-04 2022-03-11
GOODRX HLDGS INC COM CL A P 2021-11-17 2022-03-11
HAMMERSON PLC ORD P 2021-03-03 2021-08-04
HAMMERSON PLC ORD P 2021-03-02 2021-08-05
HAMMERSON PLC ORD P 2021-03-03 2021-08-06
HAMMERSON PLC ORD P 2021-03-02 2021-08-09
HAMMERSON PLC ORD P 2021-03-02 2021-08-10
HCA HEALTHCARE INC P 2018-09-11 2021-06-04
HCA HEALTHCARE INC P 2021-01-14 2021-06-16
HILTON WORLDWIDE HLDGS INC WHEN P 2021-01-28 2021-07-23
HOME DEPOT INC COM P 2018-12-28 2021-12-15
HOME DEPOT INC COM P 2021-07-16 2022-02-25
HONEYWELL INTERNATIONAL INC COM P 2021-07-16 2022-02-25
HOWMET AEROSPACE INC COM P 2021-06-16 2022-02-25
HUBBELL INC COM P 2021-01-14 2022-02-25
HUMANA INC COM P 2021-01-14 2022-02-25
IAA INC COM P 2021-01-14 2022-02-25
ICON PLC SHS P 2021-05-07 2022-02-25
IDEX CORP COM P 2021-05-12 2022-02-25
IHS MARKIT LTD SHS P 2021-01-14 2021-06-16
INGERSOLL RAND INC COM P 2021-10-21 2022-02-25
INTEL CORP SR NT P 2016-08-17 2021-07-15
INTERCONTINENTAL EXCHANGE, INC COM P 2021-01-14 2021-07-16
INTERCONTINENTAL EXCHANGE, INC COM P 2017-11-30 2022-02-25
JAZZ PHARMACEUTICALS PLC SHS USD P 2021-01-22 2021-08-11
JAZZ PHARMACEUTICALS PLC SHS USD P 2021-01-14 2022-02-25
JPMORGAN CHASE & CO COM P 2010-04-27 2022-02-25
JPMORGAN CHASE & CO COM P 2010-04-27 2022-02-25
JPMORGAN CHASE & CO COM P 2021-07-16 2022-02-25
KANSAS CITY SOUTHERN COM P 2021-01-14 2021-08-11
KEYSIGHT TECHNOLOGIES INC COM P 2021-01-14 2022-02-25
KLA CORPORATION P 2021-01-14 2022-02-25
LAS VEGAS SANDS CORP COM P 2021-01-28 2021-07-23
LAS VEGAS SANDS CORP COM P 2021-01-28 2021-07-26
LIBERTY BROADBAND CORP COM SER C P 2021-01-14 2022-02-25
LIVENT CORP COM P 2020-06-09 2021-08-23
LIVENT CORP COM P 2020-06-09 2021-10-15
LIVENT CORP COM P 2021-01-14 2022-02-25
MACERICH CO COM P 2021-03-23 2021-06-24
MACERICH CO COM P 2021-03-23 2021-06-24
MARRIOTT INTERNATIONAL CL A P 2021-01-14 2022-02-25
MARTIN MARIETTA MATERIALS COM P 2021-05-17 2022-02-25
MARVELL TECHNOLOGY GROUP LTD COM P 2021-01-14 2022-02-25
MASCO CORP COM P 2021-01-14 2022-02-25
MATTHEWS PACIFIC TIGER FUND- IS #102 P 2019-04-25 2021-09-07
MATTHEWS PACIFIC TIGER FUND- IS #102 P 2021-12-15 2022-03-21
MEDTRONIC PLC SHS P 2021-07-16 2022-02-25
MEDTRONIC PLC SHS P 2021-01-01 2022-05-27
MEDTRONIC PLC SHS P 2015-01-26 2022-05-27
MEDTRONIC PLC SHS P 2020-01-01 2022-05-27
MICROCHIP TECHNOLOGY INC COM P 2021-01-14 2022-02-25
MICROSOFT CORP COM P 2020-06-09 2021-07-27
MICROSOFT CORP COM P 2020-06-08 2021-08-17
MICROSOFT CORP COM P 2020-06-08 2021-09-23
MICROSOFT CORP COM P 2021-01-15 2021-09-28
MICROSOFT CORP COM P 2021-01-29 2022-02-25
MONDELEZ INTL INC COM P 2020-04-30 2022-02-25
MONSTER BEVERAGE CORP NEW COM P 2021-01-14 2022-02-25
MORGAN STANLEY FR P 2021-01-05 2021-07-15
MSCI INC CL A P 2021-01-14 2022-02-25
NINTENDO LTD ADR P 2020-06-09 2021-07-23
NINTENDO LTD ADR P 2020-02-14 2021-07-27
NINTENDO LTD ADR P 2020-02-27 2021-08-17
ON SEMICONDUCTOR CORP COM P 2021-12-17 2022-02-25
OSHKOSH CORPORATION P 2021-01-14 2022-02-25
OTIS WORLDWIDE CORP COM P 2021-07-16 2022-02-25
PALO ALTO NETWORKS INC COM P 2021-10-11 2022-02-25
PELOTON INTERACTIVE INC CL A COM P 2021-11-26 2022-01-05
PELOTON INTERACTIVE INC CL A COM P 2021-11-26 2022-01-05
PENTAIR PLC SHS P 2021-01-14 2022-02-25
PEPSICO INC COM P 2016-11-14 2022-02-25
PEPSICO INC SR GLBL NT P 2018-01-02 2021-07-15
PEPSICO INC SR NT P 2014-02-26 2021-07-15
PFIZER INC NT P 2016-05-31 2021-07-15
PIONEER NAT RES CO COM P 2017-02-01 2022-02-25
PLANET FITNESS INC CL A P 2021-01-14 2022-02-25
PNC FINL SVCS GROUP INC COM P 2020-11-16 2022-02-25
PROSUS N V SHS P 2021-11-23 2022-05-05
PTC INC COM P 2021-01-14 2022-02-25
PTC INC COM P 2017-02-24 2022-04-13
PTC INC COM P 2018-09-11 2022-04-13
QUALCOMM INC COM P 2016-07-21 2022-02-25
RAYMOND JAMES FINL INC COM P 2020-12-28 2022-02-17
RAYMOND JAMES FINL INC COM P 2020-12-28 2022-02-24
RAYTHEON TECHNOLOGIES CORP COM P 2019-04-02 2022-02-25
REGAL REXNORD CORPORATION P 2015-01-12 2022-02-25
RESMED INC COM P 2021-01-14 2022-02-25
ROPER TECHNOLOGIES, INC. P 2021-07-16 2022-02-25
ROPER TECHNOLOGIES, INC. P 2021-01-14 2022-02-25
ROSS STORES INC COM P 2021-01-14 2022-02-25
SBA COMMUNICATIONS CORP NEW CL A P 2021-01-14 2022-02-25
SCHWAB CHARLES CORP NEW COM P 2020-01-14 2022-02-25
SCHWAB CHARLES CORP NEW SR GLBL P 2019-10-08 2021-07-15
SERVICE PPTYS TR COM SH BEN INT P 2020-11-10 2021-07-23
SERVICE PPTYS TR COM SH BEN INT P 2020-11-11 2021-07-26
SKYWORKS SOLUTIONS INC COM P 2021-01-14 2022-02-25
SKYWORKS SOLUTIONS INC COM P 2013-01-28 2022-03-02
SMARTSHEET INC COM CL A P 2021-01-14 2022-02-25
SNOWFLAKE INC CL A P 2021-05-11 2021-09-28
SNOWFLAKE INC CL A P 2021-05-06 2021-11-03
SNOWFLAKE INC CL A P 2021-05-06 2021-11-22
SOFTBANK GRP CORP ADR P 2021-11-24 2022-01-24
SOFTBANK GRP CORP ADR P 2021-11-24 2022-05-05
SOFTBANK GRP CORP ADR P 2020-06-09 2022-05-11
SOFTBANK GRP CORP ADR P 2019-05-29 2022-05-27
SPLUNK INC COM P 2021-02-17 2021-10-11
SPLUNK INC COM P 2021-02-17 2021-10-11
SPROUTS FMRS MKT INC COM P 2018-09-11 2022-02-25
STANLEY BLACK & DECKER INC COM P 2021-07-16 2022-02-25
STONECO LTD COM CL A P 2021-11-03 2021-12-28
STRYKER CORP COM P 2020-03-31 2022-02-25
SYNOPSYS INC COM P 2021-01-14 2022-02-25
T MOBILE US INC COM P 2021-07-16 2022-02-25
T MOBILE US INC COM P 2021-07-19 2022-05-24
TANDEM DIABETES CARE INC COM NEW P 2021-07-16 2022-02-25
TE CONNECTIVITY LTD REG SHS P 2021-07-22 2022-02-25
TELADOC HEALTH P 2021-01-14 2021-07-14
TELEFLEX INC COM P 2021-01-14 2022-02-25
TENCENT HLDGS LTD ADR P 2021-08-17 2021-11-23
TEXAS INSTRUMENTS INC COM P 2021-07-19 2021-07-22
THE TRADE DESK INC COM CL A P 2019-11-22 2021-10-19
THERMO FISHER CORP COM P 2015-07-14 2022-02-25
TJX COS INC NEW COM P 2021-07-16 2022-02-25
TRACTOR SUPPLY CO COM P 2021-01-14 2022-02-25
TRANSDIGM GROUP INC COM P 2019-12-02 2022-03-18
TRANSDIGM GROUP INC COM P 2019-12-02 2022-05-27
TRANSLATE BIO INC COM P 2020-08-21 2021-08-24
TRANSUNION COM P 2021-01-14 2022-02-25
TWILIO INC CL A P 2021-10-07 2022-05-05
TWILIO INC CL A P 2021-11-22 2022-05-09
UNION PAC CORP COM P 2020-03-03 2022-02-25
UNITEDHEALTH GROUP INC COM P 2020-03-26 2022-02-25
US BANCORP DEL COM NEW P 2021-07-16 2022-02-25
US FOODS HLDG CORP COM P 2021-06-14 2022-02-25
US TREASURY NOTE P 2021-01-05 2021-07-15
US TREASURY NOTE P 2020-01-23 2021-07-15
US TREASURY NOTE P 2020-09-28 2021-07-15
US TREASURY NOTE P 2019-12-12 2021-07-15
VANGUARD INDEX FDS VANGUARD P 2021-11-01 2022-01-13
VANGUARD INDEX FDS VANGUARD P 2021-09-23 2022-01-18
VANGUARD INDEX FDS VANGUARD P 2021-09-23 2022-02-17
VANGUARD INDEX FDS VANGUARD P 2021-09-23 2022-02-24
VANGUARD INDEX FDS VANGUARD P 2021-09-23 2022-03-08
VANGUARD INDEX FDS VANGUARD P 2021-09-23 2022-03-18
VANGUARD INDEX FDS VANGUARD P 2021-11-22 2022-05-11
VISA INC COM CL A P 2021-07-16 2022-02-25
VISA INC SR GLBL P 2018-01-16 2021-07-15
WESTERN ALLIANCE BANCORP COM P 2021-10-11 2022-02-25
WIX COM LTD SHS P 2021-08-25 2021-12-17
WIX COM LTD SHS P 2021-08-25 2021-12-17
XENIA HOTELS & RESORTS INC COM P 2020-11-23 2021-07-23
XENIA HOTELS & RESORTS INC COM P 2020-11-23 2021-07-26
XENIA HOTELS & RESORTS INC COM P 2020-11-23 2021-07-26
XILINX INC COM P 2021-01-14 2021-06-21
ZOETIS INC CL A P 2020-11-13 2021-12-15
ZOETIS INC CL A P 2021-07-16 2022-02-25
ZOOM VIDEO COMMUNICATIONS INC CL A P 2021-03-08 2021-11-23
ZOOM VIDEO COMMUNICATIONS INC CL A P 2021-10-15 2021-11-24
ZOOM VIDEO COMMUNICATIONS INC CL A P 2021-12-28 2022-05-09
ZURN WTR SOLUTIONS CORP P 2021-01-14 2022-02-25
NEXTERA ENERGY INC COM P 2021-07-16 2022-02-25
CATALENT INC COM P 2021-01-14 2022-02-25
DOLLAR GEN CORP NEW COM P 2021-07-19 2022-02-25
S&P GLOBAL INC COM P 2021-07-16 2022-02-25
SALESFORCE INC P 2021-07-22 2022-02-25
VARONIS SYS INC COM P 2021-06-29 2022-02-25
TWILIO INC CL A P 2021-01-14 2022-02-25
ELASTIC N V ORD SHS P 2022-01-13 2022-02-17
VANGUARD INDEX FDS VANGUARD P 2021-11-22 2022-05-09
AMAZON.COM INC COM P 2021-07-16 2022-02-25
CAPITAL GAINS DIVIDENDS P    
(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 54,434   51,401 3,033
b 3,312   2,968 344
c 3,728   4,874 -1,146
d 9,166   4,273 4,893
e 9,115   3,615 5,500
14,173   5,259 8,914
9,674   3,506 6,168
7,716   2,575 5,141
11,569   9,724 1,845
7,695   11,783 -4,088
9,104   16,050 -6,946
13,705   21,145 -7,440
10,129   17,403 -7,274
2,621   2,916 -295
5,366   5,538 -172
8,044   4,527 3,517
2,622   2,715 -93
2,564   2,715 -151
8,060   1,570 6,490
1,865   2,267 -402
25,692   18,310 7,382
1,216   1,348 -132
5,745   3,551 2,194
3,108   1,843 1,265
4,528   3,661 867
3,065   3,074 -9
4,710   6,369 -1,659
8,736   6,131 2,605
8,227   5,753 2,474
6,317   4,755 1,562
3,052   2,035 1,017
5,238   3,384 1,854
4,212   4,122 90
9,231   643 8,588
52,445   48,064 4,381
2,982   2,898 84
1,316   1,204 112
3,931   3,623 308
32,225   17,633 14,592
2,413   1,154 1,259
2,445   2,493 -48
5,223   851 4,372
17,529   2,849 14,680
7,444   3,195 4,249
7,896   1,381 6,515
1,217   1,273 -56
4,563   4,900 -337
1,217   1,758 -541
18,119   13,294 4,825
8,557   5,734 2,823
8,625   5,179 3,446
2,367   2,003 364
2,995   3,524 -529
21,736   8,326 13,410
22,287   8,699 13,588
5,528   2,058 3,470
2,269   2,300 -31
29,563   31,303 -1,740
8,601   1,760 6,841
6,174   2,042 4,132
5,041   3,983 1,058
2,239   5,297 -3,058
3,546   2,573 973
4,135   5,352 -1,217
2,238   2,010 228
832   1,398 -566
5,882   13,983 -8,101
4,484   4,284 200
11,710   4,686 7,024
1,772   379 1,393
412,445   465,000 -52,555
1,027   689 338
20,248   17,498 2,750
5,755   2,564 3,191
27,255   17,628 9,627
2,258   1,835 423
4,870   3,456 1,414
1,983   2,165 -182
13,000   17,753 -4,753
11,090   12,088 -998
1,913   1,559 354
385,824   415,000 -29,176
35,312   11,225 24,087
23,111   14,018 9,093
1,857   2,128 -271
3,610   2,887 723
29,390   16,788 12,602
8,894   8,130 764
9,060   6,155 2,905
20,455   12,365 8,090
3,926   2,692 1,234
11,678   12,594 -916
4,747   4,836 -89
51,912   50,270 1,642
2,790   2,650 140
3,046   4,830 -1,784
16,919   26,206 -9,287
3,726   4,480 -754
205   222 -17
9,815   6,822 2,993
21,075   6,722 14,353
2,140   1,805 335
2,009   1,983 26
1,102   868 234
2,015   1,591 424
21,302   17,169 4,133
24,253   25,508 -1,255
4,957   3,456 1,501
15,990   5,730 10,260
2,881   3,532 -651
3,378   3,991 -613
4,107   2,630 1,477
2,703   2,874 -171
19,255   1,102 18,153
14,113   5,841 8,272
4,533   388 4,145
5,880   7,673 -1,793
7,382   9,495 -2,113
11,649   26,505 -14,856
5,849   3,210 2,639
6,264   3,525 2,739
21,255   19,358 1,897
143,358   139,248 4,110
106,443   104,106 2,337
2,712   4,171 -1,459
2,649   3,022 -373
2,643   3,580 -937
4,877   5,679 -802
9,908   15,927 -6,019
2,138   2,348 -210
2,478   2,589 -111
2,933   2,689 244
1,145   1,801 -656
3,179   5,018 -1,839
1,129   2,380 -1,251
2,025   4,107 -2,082
3,729   3,188 541
8,554   7,234 1,320
1,966   1,891 75
9,004   8,792 212
3,840   5,039 -1,199
25,028   25,014 14
2,224   3,630 -1,406
418   1,174 -756
11,476   32,671 -21,195
1,785   1,470 315
3,632   2,926 706
5,640   4,729 911
2,401   1,951 450
3,428   2,718 710
22,624   7,600 15,024
13,103   4,991 8,112
10,756   8,815 1,941
23,085   7,105 15,980
5,071   5,177 -106
5,089   6,276 -1,187
1,279   1,268 11
1,984   1,656 328
2,603   2,323 280
1,317   2,023 -706
2,141   2,061 80
2,890   3,307 -417
21,366   7,440 13,926
2,926   3,069 -143
35,207   35,118 89
25,647   6,298 19,349
2,567   1,427 1,140
10,487   12,288 -1,801
1,529   1,809 -280
1,472   428 1,044
3,272   941 2,331
40,397   18,517 21,880
17,754   3,927 13,827
4,475   3,665 810
3,204   2,220 984
4,186   4,496 -310
4,056   4,446 -390
1,179   1,143 36
4,612   1,518 3,094
29,322   7,328 21,994
1,531   1,324 207
6,362   4,474 1,888
10,062   5,628 4,434
3,125   2,309 816
2,689   2,640 49
4,221   2,845 1,376
2,092   1,914 178
200,000   166,670 33,330
443,085   482,813 -39,728
2,641   3,139 -498
7,434   9,418 -1,984
15,082   11,731 3,351
36,874   28,717 8,157
5,183   4,835 348
10,015   6,590 3,425
4,395   2,789 1,606
7,193   4,463 2,730
51,856   29,055 22,801
18,125   14,414 3,711
2,461   1,882 579
2,533   2,042 491
52,028   52,084 -56
4,082   2,909 1,173
12,221   8,469 3,752
9,409   6,305 3,104
5,007   3,748 1,259
2,842   2,779 63
1,724   1,503 221
3,066   3,329 -263
6,212   5,486 726
824   1,102 -278
2,175   2,940 -765
1,047   1,002 45
2,690   1,551 1,139
52,455   48,644 3,811
49,731   49,731 0
54,100   51,363 2,737
4,567   3,591 976
2,937   2,801 136
4,052   2,521 1,531
3,044   5,731 -2,687
4,104   4,377 -273
3,247   1,759 1,488
4,185   2,825 1,360
3,752   1,273 2,479
3,714   2,156 1,558
3,416   2,030 1,386
5,190   4,223 967
2,708     2,708
4,171   3,476 695
2,695   2,941 -246
4,042   3,459 583
1,946   1,952 -6
4,896   3,831 1,065
5,559   3,026 2,533
27,463   25,987 1,476
3,758   3,626 132
3,748   3,487 261
2,082   1,710 372
20,368   3,140 17,228
2,529   3,139 -610
9,473   6,377 3,096
6,739   3,736 3,003
9,524   5,109 4,415
3,376   4,294 -918
3,125   4,220 -1,095
2,541   3,396 -855
2,868   3,237 -369
1,221   1,372 -151
23,487   28,690 -5,203
1,774   1,604 170
3,071   3,888 -817
11,518   23,947 -12,429
2,119   1,344 775
4,349   3,345 1,004
5,010   5,972 -962
19,886   18,519 1,367
2,237   1,963 274
3,617   3,453 164
18,808   16,943 1,865
2,396   2,501 -105
38,811   30,528 8,283
62,553   46,164 16,389
65,556   19,544 46,012
3,845   956 2,889
1,732   1,766 -34
4,010   2,964 1,046
1,321   1,128 193
2,432   2,256 176
180,972   75,141 105,831
2,726   2,680 46
3,783   10,585 -6,802
2,782   8,689 -5,907
3,949   2,586 1,363
7,130   3,666 3,464
3,719   3,747 -28
1,769   1,816 -47
24,134   24,801 -667
36,928   35,566 1,362
53,063   54,310 -1,247
81,056   77,276 3,780
4,193   4,810 -617
8,050   9,380 -1,330
3,900   4,690 -790
6,851   8,500 -1,649
1,852   2,345 -493
2,704   3,224 -520
4,334   6,374 -2,040
8,091   9,205 -1,114
51,587   50,093 1,494
3,386   4,057 -671
5,311   8,340 -3,029
13,823   21,653 -7,830
2,841   2,274 567
883   694 189
5,964   4,711 1,253
25,597   15,361 10,236
22,490   16,252 6,238
2,918   2,991 -73
14,575   26,754 -12,179
8,935   12,524 -3,589
2,806   5,519 -2,713
1,694   2,201 -507
5,236   5,236 0
2,142   2,142 0
3,374   3,374 0
4,498   4,499 -1
4,998   4,999 -1
2,513   2,513 0
1,161   1,161 0
6,826   6,841 -15
11,329   13,934 -2,605
15,361   15,361 0
106,019     106,019
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       3,033
b       344
c       -1,146
d       4,893
e       5,500
      8,914
      6,168
      5,141
      1,845
      -4,088
      -6,946
      -7,440
      -7,274
      -295
      -172
      3,517
      -93
      -151
      6,490
      -402
      7,382
      -132
      2,194
      1,265
      867
      -9
      -1,659
      2,605
      2,474
      1,562
      1,017
      1,854
      90
      8,588
      4,381
      84
      112
      308
      14,592
      1,259
      -48
      4,372
      14,680
      4,249
      6,515
      -56
      -337
      -541
      4,825
      2,823
      3,446
      364
      -529
      13,410
      13,588
      3,470
      -31
      -1,740
      6,841
      4,132
      1,058
      -3,058
      973
      -1,217
      228
      -566
      -8,101
      200
      7,024
      1,393
      -52,555
      338
      2,750
      3,191
      9,627
      423
      1,414
      -182
      -4,753
      -998
      354
      -29,176
      24,087
      9,093
      -271
      723
      12,602
      764
      2,905
      8,090
      1,234
      -916
      -89
      1,642
      140
      -1,784
      -9,287
      -754
      -17
      2,993
      14,353
      335
      26
      234
      424
      4,133
      -1,255
      1,501
      10,260
      -651
      -613
      1,477
      -171
      18,153
      8,272
      4,145
      -1,793
      -2,113
      -14,856
      2,639
      2,739
      1,897
      4,110
      2,337
      -1,459
      -373
      -937
      -802
      -6,019
      -210
      -111
      244
      -656
      -1,839
      -1,251
      -2,082
      541
      1,320
      75
      212
      -1,199
      14
      -1,406
      -756
      -21,195
      315
      706
      911
      450
      710
      15,024
      8,112
      1,941
      15,980
      -106
      -1,187
      11
      328
      280
      -706
      80
      -417
      13,926
      -143
      89
      19,349
      1,140
      -1,801
      -280
      1,044
      2,331
      21,880
      13,827
      810
      984
      -310
      -390
      36
      3,094
      21,994
      207
      1,888
      4,434
      816
      49
      1,376
      178
      33,330
      -39,728
      -498
      -1,984
      3,351
      8,157
      348
      3,425
      1,606
      2,730
      22,801
      3,711
      579
      491
      -56
      1,173
      3,752
      3,104
      1,259
      63
      221
      -263
      726
      -278
      -765
      45
      1,139
      3,811
      0
      2,737
      976
      136
      1,531
      -2,687
      -273
      1,488
      1,360
      2,479
      1,558
      1,386
      967
      2,708
      695
      -246
      583
      -6
      1,065
      2,533
      1,476
      132
      261
      372
      17,228
      -610
      3,096
      3,003
      4,415
      -918
      -1,095
      -855
      -369
      -151
      -5,203
      170
      -817
      -12,429
      775
      1,004
      -962
      1,367
      274
      164
      1,865
      -105
      8,283
      16,389
      46,012
      2,889
      -34
      1,046
      193
      176
      105,831
      46
      -6,802
      -5,907
      1,363
      3,464
      -28
      -47
      -667
      1,362
      -1,247
      3,780
      -617
      -1,330
      -790
      -1,649
      -493
      -520
      -2,040
      -1,114
      1,494
      -671
      -3,029
      -7,830
      567
      189
      1,253
      10,236
      6,238
      -73
      -12,179
      -3,589
      -2,713
      -507
      0
      0
      0
      -1
      -1
      0
      0
      -15
      -2,605
      0
      106,019
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 2 635,941
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 10,259
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 10,259
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 18,960
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 18,960
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 8,701
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet8,701 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)
    bulletMD
    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 ofbulletEILEEN C SHAPIRO Telephone no.bullet (617) 868-7898

    Located atbullet300 BEACH DR NE UNIT 1704ST PETEFL ZIP+4bullet33701
    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
    EILEEN C SHAPIRO PRESIDENT, TREASURER
    0.00     		0 0 0
    300 BEACH DR NE UNIT 1704
    ST PETE,FL33701
    REUBEN E EAVES VICE-PRESIDENT, SECRETARY
    0.00     		0 0 0
    300 BEACH DR NE UNIT 1704
    ST PETE,FL33701
    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
    11,941,169
    b
    Average of monthly cash balances.......................
    1b
    742,338
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,683,507
    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
    12,683,507
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    190,253
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    12,493,254
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    624,663
    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
    624,663
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    10,259
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    10,259
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    614,404
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    614,404
    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
    614,404
    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 7 614,404
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 524,362
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 525,000
    a Applied to 2020, but not more than line 2a 524,362
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		Click to see attachment0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 638
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		613,766
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    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:
    EILEEN C SHAPIRO
    300 BEACH DR NE UNIT 1704
    ST PETE,FL33701
    (410) 561-4411
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER FORM
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    CHARITABLE - CULTURAL INSTITUTIONS
    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
    ACADEMY PREP CENTER OF ST PETERSBURG
    2301 22ND AVENUE SOUTH
    ST PETERSBURG,FL33712     		NONE 501(C)(3) EDUCATION 12,500
    ARMORY ART CENTER
    811 PARK PLACE
    WEST PALM BEACH,FL33401     		NONE 501(C)(3) CHARITABLE 10,000
    BOSTON SYMPHONY ORCHESTRA
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE 501(C)(3) EDUCATIONAL 15,000
    BOYS & GIRLS CLUBS OF BOSTON INC
    200 HIGH ST 3RD FLOOR
    BOSTON,MA02110     		NONE 501(C)(3) EDUCATIONEDUCATIONAL 10,000
    CASA OF ST PETERSBURG
    PO BOX 414
    ST PETERSBURG,FL33731     		NONE 501(C)(3) CHARITABLE 20,000
    CATHOLIC SCHOOLS FOUNDATION INC
    260 FRANKLIN ST STE 630
    BOSTON,MA02110     		NONE 501(C)(3) EDUCATIONAL 100,000
    FEEDING TAMPA BAY
    4702 TRANSPORT DR BLDG 6
    TAMPA,FL33605     		NONE 501(C)(3) CHARITABLE 40,000
    FISHER HOUSE FOUNDATION
    12300 TWINBROOK PARKWAY SUITE 410
    ROCKVILLE,MD20852     		NONE 501(C)(3) CHARITABLE 12,500
    FOOD FOR FREE COMMITTEES INC
    11 INMAN ST
    CAMBRIDGE,MA02139     		NONE 501(C)(3) CHARITABLE 6,500
    GREATER BOSTON FOOD BANK INC
    70 SOUTH BAY AVENUE
    BOSTON,MA02118     		NONE 501(C)(3) CHARITABLE 6,000
    HARVARD ART MUSEUM
    32 QUINCY ST
    CAMBRIDGE,MA02138     		NONE 501(C)(3) EDUCATIONAL 5,000
    HARVARD MEDICAL SCHOOL
    PO BOX 419720
    BOSTON,MA02241     		NONE 501(C)(3) TIM - 10/07/22 11:37AM WORKSHEET PRIVATE FOUNDATION 70,000
    INJURED MARINE SEMPER FI FUND - WOUNDED WARRIER CENTER
    825 COLLEGE BLVD STE 102
    OCEANSIDE,CA92057     		NONE 501(C)(3) SANDY - 08/04/14 10:23AM INTERVIEW FORM PF-19 12,500
    JOHNS HOPKINS UNIVERSITY - WHITING SCHOOL OF ENGINEERING
    3400 N CHARLES ST
    BALTIMORE,MD212182694     		NONE 501(C)(3) EDUCATIONAL 20,000
    LOURDES-NOREEN MCKEEN RESIDENCE
    315 S FLAGER DR
    WEST PALM BEACH,FL334015613     		NONE 501(C)(3) CHARITABLE 5,000
    MASSACHUSETTS GENERAL HOSPITAL - VELMAHOS RESEARCH FUND
    165 CAMBRIDGE ST STE 810
    BOSTON,MA02114     		NONE 501(C)(3) MEDICAL 10,000
    METROPOLITAN MINISTRIES
    2002 N FLORIDA AVE
    TAMPA,FL33602     		NONE 501(C)(3) CHARITABLE 40,000
    MOUNT AUBURN HOSPITAL
    330 MT AUBURN ST
    CAMBRIDGE,MA02138     		NONE 501(C)(3) MEDICAL 30,000
    MUSEUM OF SCIENCE
    1 SCIENCE PARK
    BOSTON,MA02114     		NONE 501(C)(3) EDUCATIONAL 20,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA021182404     		NONE 501(C)(3) EDUCATIONAL 20,000
    SPAULDING REHABILITATION NETWORK - DEVELOPMENT OFFICE
    1575 CAMBRIDGE STREET
    CAMBRIDGE,MA02138     		NONE 501(C)(3) MEDICAL 5,000
    THE FLORIDA ORCHESTRA INC
    244 2ND AVENUE NORTH STE 420
    ST PETERSBURG,FL33701     		NONE 501(C)(3) EDUCATION 2,500
    UNITED SERVICE ORGANIZATIONS INC
    PO BOX 96860
    WASHINGTON,DC200877677     		NONE 501(C)(3) CHARITABLE 12,500
    ST ANTHONY'S HOSPITAL FOUNDATION
    1200 SEVENTH AVE N
    ST PETERSBURG,FL33705     		NONE 501(C)(3) CHARITABLE 20,000
    ST VINCENT DE PAUL
    384 15TH STREET
    ST PETERSBURG,FL33705     		NONE 501(C)(3) CHARITABLE 20,000
    Total .................................bullet 3a 525,000
    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 ...........     		         
    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 ............     		    14 635,941  
    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) .. 0 776,681 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    776,681
    (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
    ALBERT SHAPIRO FUND INC
    C/O EILEEN C SHAPIRO
    Employer identification number

    52-1300277
    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
    ALBERT SHAPIRO FUND INC
    C/O EILEEN C SHAPIRO         		Employer identification number
    52-1300277
    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
    EILEEN SHAPIRO
    300 BEACH DR NE UNIT 1704
     
    ST PETE, FL33701

    		$ 19,544


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    EILEEN SHAPIRO
    300 BEACH DR NE UNIT 1704
     
    ST PETE, FL33701

    		$ 75,141


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    EILEEN SHAPIRO
    300 BEACH DR NE UNIT 1704
     
    ST PETE, FL33701

    		$ 125,089


    (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
    ALBERT SHAPIRO FUND INC
    C/O EILEEN C SHAPIRO         		Employer identification number

    52-1300277
    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
    		 800 SHARES OF THE TRADE DESK INC. $ 19,544 2021-08-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 4800 SHARES OF TRANSLATE BIO INC. $ 75,141 2021-08-23
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 707 SHARES OF SPDR S&P 500 ETF TRUST $ 125,089 2022-04-25
    (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
    ALBERT SHAPIRO FUND INC
    C/O EILEEN C SHAPIRO         		Employer identification number

    52-1300277
    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:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 4,610 4,610   0

    TY 2021 AppliedToPriorYearElection
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Election:
    SIGNED: __________________________________ ___________________ DATE __________________________________ NAME AND TITLE

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Name of Stock End of Year Book Value End of Year Fair Market Value
    SECURITIES ACCOUNT 5,663,583 8,674,223

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ALTERNATIVE ASSETS AT COST 1,121,103 969,985

    TY 2021 OtherDecreasesSchedule
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Description Amount
    TAX WASH SALES DISALLOWED 9,281


    TY 2021 OtherExpensesSchedule
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT FEES 34,011 34,011   0


    TY 2021 TaxesSchedule
    Name:
    ALBERT SHAPIRO FUND INC
     
    C/O EILEEN C SHAPIRO
    EIN:
    52-1300277
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL FIDUCIARY INCOME TAX 24,410 0   0
    FOREIGN TAXES 263 0   0