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 09-01-2021 , and ending 08-31-2022
Name of foundation
THE SEXAUER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 185
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PITTSBURGH, PA152300185
A Employer identification number

13-6156256
B Telephone number (see instructions)

(914) 289-3037
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$10,426,272J 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      
4 Dividends and interest from securities... 294,311 294,311  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 476,567
b Gross sales price for all assets on line 6a 2,018,518
7 Capital gain net income (from Part IV, line 2)... 476,567
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 770,878 770,878  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 100,000 19,000   81,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 77,187 77,187   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,745 163   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 1,619 162 0 1,457
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 3,264     3,264
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 192,815 96,512 0 85,721
25 Contributions, gifts, grants paid....... 509,000 509,000
26 Total expenses and disbursements. Add lines 24 and 25 701,815 96,512 0 594,721
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 69,063
b Net investment income (if negative, enter -0-) 674,366
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets 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.............   67,265 67,265
2 Savings and temporary cash investments......... 240,100 117,760 117,760
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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).......      
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).......... 8,927,320 Click to see attachment9,048,381 10,241,247
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) 9,167,420 9,233,406 10,426,272
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........ 9,167,420 9,233,406
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)..... 9,167,420 9,233,406
30 Total liabilities and net assets/fund balances (see instructions). 9,167,420 9,233,406
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
9,167,420
2
Enter amount from Part I, line 27a .....................
2
69,063
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
508
4
Add lines 1, 2, and 3 ..........................
4
9,236,991
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
3,585
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,233,406
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 100000. WALMART INC 3.7% 6/26/28   2019-02-20 2021-09-21
b 100000. INTEL CORP   2017-11-20 2021-10-01
c 75000. STATOIL ASA 3.15% 1/23/22   2018-04-16 2021-10-21
d 125. BRISTOL MYERS SQUIBB CO COM   2013-07-23 2021-11-05
e 30. FACEBOOK INC   2015-07-31 2021-11-05
50. LUMENTUM HOLDINGS INC   2020-07-14 2021-11-05
50. SEMPRA ENERGY   2020-03-16 2021-11-05
3. BOOKING HOLDINGS INC   2021-05-05 2021-11-23
1. BOOKING HOLDINGS INC   2021-06-24 2021-11-23
75. VISA INC   2016-01-07 2021-11-23
100000. SHELL INTERNATIONAL FI 3.4% 8/12/23   2013-11-15 2021-12-22
40. AIR PRODUCTS AND CHEMICALS INC COMMON   2020-02-11 2022-01-31
25. CHEVRONTEXACO CORP   2015-09-28 2022-01-31
200. COMCAST CORP NEW CL A   2012-05-03 2022-01-31
60. PHILIP MORRIS INTERNATIONAL   2010-01-12 2022-01-31
25. SALESFORCE COM INC   2013-06-04 2022-01-31
25. T -MOBILE US INC   2020-03-30 2022-01-31
60. TEXAS INSTRUMENTS INC   2018-07-18 2022-01-31
50. MEDTRONIC PLC   2018-06-21 2022-01-31
100. PULTE GROUP INC   2021-11-05 2022-02-08
50. MEDTRONIC PLC   2018-06-21 2022-02-08
75000. US BANCORP 3.0% 3/15/22   2012-09-25 2022-02-15
.6667 CONSTELLATION ENERGY CORP   2016-01-07 2022-02-17
50000. TOTAL CAPITAL INTL 2.875% 2/17/22   2012-09-25 2022-02-17
500. ISHARES TR S & P SMALL CAP 600   2021-04-01 2022-02-18
35. ISHARES TR S & P SMALL CAP 600   2021-11-23 2022-02-18
335. ISHARES TR S & P SMALL CAP 600   2020-06-03 2022-02-18
150. GENERAL MOTORS CO   2021-04-01 2022-03-21
100000. CATERPILLAR FINL SE 2.85% 6/01/22   2013-01-03 2022-05-09
125000. AT&T INC 4.45% 4/01/24   2018-07-30 2022-05-11
20. ADOBE SYS INC COM   2013-02-13 2022-05-23
2. AMAZON COM INC   2018-10-03 2022-05-23
60. AMERICAN INTERNATIONAL GROUP   2019-01-23 2022-05-23
40. APPLE COMPUTER INC COM   2010-02-05 2022-05-23
200. BOSTON SCIENTIFIC CORP COM   2018-11-05 2022-05-23
10. CHARTER COMMUNICATIONS INC-A   2020-03-16 2022-05-23
25. DATADOG INC   2021-11-05 2022-05-23
25. HOME DEPOT INC USD 0.05   1999-06-23 2022-05-23
15. INTUIT INC COM   2020-03-16 2022-05-23
7. NETFLIX COM INC   2021-08-16 2022-05-23
10. NETFLIX COM INC   2018-10-03 2022-05-23
25. NIKE INC CL B   2020-03-24 2022-05-23
15. SIMON PPTY GROUP INC NEW   2021-06-16 2022-05-23
35. SIMON PPTY GROUP INC NEW   2021-05-05 2022-05-23
25. SKYWORKS SOLUTIONS INC   2020-11-02 2022-05-23
40. SQUARE INC - A   2019-09-27 2022-05-23
70. SYNCHRONY FINANCIAL   2018-04-23 2022-05-23
5. THERMO ELECTRON CORP   2019-04-04 2022-05-23
60. TRUIST FINL CORP   2020-02-11 2022-05-23
35. VALERO ENERGY CORP NEW   2010-01-27 2022-05-23
10. ATLASSIAN CORP PLC-CLASS A   2021-08-16 2022-05-23
5. ATLASSIAN CORP PLC-CLASS A   2020-07-14 2022-05-23
45. TRANE TECHNOLOGIES PLC   2012-02-16 2022-05-23
66. CONSTELLATION ENERGY CORP   2016-01-07 2022-06-08
20. PROLOGIS INC   2022-05-23 2022-06-08
75. ROYAL CARIBBEAN CRUISES LTD   2021-08-13 2022-06-08
15. ATLASSIAN CORP PLC-CLASS A   2020-07-14 2022-06-14
50. AMAZON COM INC   2019-01-23 2022-06-28
20. ZOETIS INC   2022-05-23 2022-06-28
100000. B P CAPITAL MARKETS 3.814% 2/10/24   2014-05-12 2022-06-30
2639.706 BNYM MIDCAP INDEX FUND, INC.-I   2022-01-31 2022-07-19
6163.492 BNYM MIDCAP INDEX FUND, INC.-I   2014-09-04 2022-07-19
50. DISNEY (WALT) COMPANY HOLDING CO.   2010-01-12 2022-07-19
1800. ISHARES MSCI EMERGING MKTS INDEX FD   2017-05-09 2022-07-19
50000. NORTHERN TRUST CORP 2.375% 8/02/22   2013-04-24 2022-08-02
60. PAYPAL HOLDINGS INC   2019-05-02 2022-08-15
25. VALERO ENERGY CORP NEW   2022-06-28 2022-08-15
20. VALERO ENERGY CORP NEW   2010-01-27 2022-08-15
1. MISC INCOME   2022-08-31 2022-08-31
1. MISC INCOME   1911-11-11 2022-08-31
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN 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 115,126   103,263 11,863
b 100,000   103,862 -3,862
c 75,555   75,119 436
d 7,400   5,656 1,744
e 10,325   2,849 7,476
4,599   3,938 661
6,337   4,963 1,374
6,961   7,206 -245
2,320   2,260 60
14,689   5,613 9,076
104,403   98,828 5,575
11,266   8,569 2,697
3,281   1,912 1,369
9,970   3,026 6,944
6,195   2,942 3,253
5,746   983 4,763
2,696   2,040 656
10,625   6,929 3,696
5,154   4,311 843
4,966   5,058 -92
5,188   4,311 877
75,000   78,560 -3,560
31   16 15
50,000   52,096 -2,096
53,616   55,957 -2,341
3,753   4,134 -381
35,922   31,576 4,346
6,503   8,770 -2,267
100,000   101,209 -1,209
128,264   127,605 659
8,112   780 7,332
4,337   3,970 367
3,388   2,568 820
5,605   275 5,330
7,892   6,799 1,093
4,766   4,150 616
2,389   4,582 -2,193
7,115   1,015 6,100
5,511   3,596 1,915
1,284   3,618 -2,334
1,834   3,788 -1,954
2,685   1,702 983
1,634   1,957 -323
3,812   4,235 -423
2,560   3,590 -1,030
3,264   2,452 812
2,353   2,428 -75
2,791   1,372 1,419
2,818   3,066 -248
4,284   591 3,693
1,765   3,350 -1,585
883   899 -16
5,881   1,116 4,765
4,382   1,563 2,819
2,569   2,407 162
4,178   6,003 -1,825
2,522   2,696 -174
5,377   4,687 690
3,410   3,279 131
100,843   102,759 -1,916
78,822   85,000 -6,178
184,042   201,258 -17,216
4,835   1,547 3,288
70,756   81,861 -11,105
50,000   50,049 -49
6,042   5,916 126
2,773   2,915 -142
2,218   338 1,880
    14,213 -14,213
320,457     320,457
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
      122,438
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       11,863
b       -3,862
c       436
d       1,744
e       7,476
      661
      1,374
      -245
      60
      9,076
      5,575
      2,697
      1,369
      6,944
      3,253
      4,763
      656
      3,696
      843
      -92
      877
      -3,560
      15
      -2,096
      -2,341
      -381
      4,346
      -2,267
      -1,209
      659
      7,332
      367
      820
      5,330
      1,093
      616
      -2,193
      6,100
      1,915
      -2,334
      -1,954
      983
      -323
      -423
      -1,030
      812
      -75
      1,419
      -248
      3,693
      -1,585
      -16
      4,765
      2,819
      162
      -1,825
      -174
      690
      131
      -1,916
      -6,178
      -17,216
      3,288
      -11,105
      -49
      126
      -142
      1,880
      -14,213
      320,457
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 476,567
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 9,374
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 9,374
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 7,576
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 7,576
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 1,798
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 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$   (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)
    bulletDE
    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 ofbulletBNY MELLON NA Telephone no.bullet (914) 289-3037

    Located atbulletPO BOX 185PITTSBURGHPA ZIP+4bullet152300185
    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)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    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
    THOMAS J ABBAMONT TRUSTEE
    6     		25,000    
    CO BNY MELLON NA PO BOX 185
    PITTSBURGH,PA152300185
    WESLEY G CAWLEY TRUSTEE
    5     		25,000    
    CO BNY MELLON NA PO BOX 185
    PITTSBURGH,PA152300185
    EILEEN HOFFMAN TRUSTEE
    4     		30,000    
    CO BNY MELLON NA PO BOX 185
    PITTSBURGH,PA152300185
    GIL V SILVA TRUSTEE
    2     		10,000    
    CO BNY MELLON NA PO BOX 185
    PITTSBURGH,PA152300185
    JAMES R WALSH TRUSTEE
    2     		10,000    
    CO BNY MELLON NA PO BOX 185
    PITTSBURGH,PA152300185
    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.........................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
    11,291,378
    b
    Average of monthly cash balances.......................
    1b
    369,621
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,660,999
    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
    11,660,999
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    174,915
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,486,084
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    574,304
    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
    574,304
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    9,374
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,374
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    564,930
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    564,930
    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
    564,930
    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 7 564,930
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 34,445
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 594,721
    a Applied to 2020, but not more than line 2a 34,445
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 560,276
    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 ..........     		4,654
    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.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    NONE
    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.
    NONE
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    THE ELM PROJECT
    88 HAMILTON AVENUE
    STAMFORD,CT06902     		NONE PC GENERAL OPERATING 15,000
    CT FOOD BANK
    2 RESEARCH PARKWAY
    WALLINGFORD,CT06492     		NONE PC GENERAL OPERATING 5,000
    FOOD BANK FOR NEW YORK CITY
    PO BOX 470
    HARTSDALE,NY10530     		NONE PC GENERAL OPERATING 7,500
    SLATER FAMILY NETWORK
    187 FIVE POINTS RICHMOND RD
    BANGOR,PA180135224     		NONE PC GENERAL OPERATING 7,500
    THE SCOTTY FUND
    PO BOX 1080
    BETHEL,CT06881     		NONE PC GENERAL OPERATING 30,000
    FRANCISCAN FRIARS OF THE ATONEMENT
    1350 ROUTE 9 PO BOX 300
    GARRISON,NY10524     		NONE PC GENERAL OPERATING 25,000
    MARION THERAPEUTIC RIDING ASSOCIATION IN
    6850 SE 41ST CT
    OCALA,FL34480     		NONE PC GENERAL OPERATING 39,000
    QUANTUM HOUSE
    901 45TH STREET
    WEST PALM BEACH,FL33407     		NONE PC GENERAL OPERATING 45,000
    HOSPICE AND PALLIATIVE CARE OF
    WESTCHESTER
    311 N ST 204
    WHITE PLAINS,NY10605     		NONE PC GENERAL OPERATING 30,000
    FEEDING WESTCHESTER
    200 CLEARBROOK RD
    ELMSFORD,NY10523     		NONE PC GENERAL OPERATING 7,500
    FOOD BANK OF LOWER FAIRFIELD COUNTY
    461 GLENBROOK RD
    STAMFORD,CT06906     		NONE PC GENERAL OPERATING 2,500
    WESTCHESTER JEWISH COMMUNITY SERVICES
    845 NORTH BROADWAY
    White Plains,NY10603     		NONE PC GENERAL OPERATING 30,000
    ST JOHNS CHURCH
    48 MIDDLE ST
    Gloucester,MA01966     		NONE PC GENERAL OPERATING 2,500
    KIDS IN CRISIS INC
    ONE SALEM ST
    Cos Cob,CT06807     		NONE PC GENERAL OPERATING 45,000
    HOPE'S DOOR
    POB 262 HOPES DOOR
    Hawthorne,NY10532     		NONE PC GENERAL OPERATING 10,000
    HELP AGENCY OF THE FOREST
    19168 NE 13TH ST
    SILVER SPRINGS,FL34488     		NONE PC GENERAL OPERATING 22,500
    OSSINING UNION FREE SD FIRST STEPS PROGR
    400 EXECUTIVE BOULEVARD
    OSSINING,NY10562     		NONE PC GENERAL OPERATING 35,000
    EQUALITY CHARTER SCHOOL
    4140 HUTCHINSON RIVER PKWY E
    BRONX,NY10475     		NONE PC GENERAL OPERATING 10,000
    CHILD CARE COUNCIL OF WESTCHESTER
    313 CENTRAL PARK AVENUE
    SCARSDALE,NY10583     		NONE PC GENERAL OPERATING 30,000
    CAROLINE HOUSE
    574 STILLMAN ST
    Bridgeport,CT06608     		NONE PC GENERAL OPERATING 30,000
    BRIDGE ACADEMY
    160 PULASKI ST
    BRIDGEPORT,CT06608     		NONE PC GENERAL OPERATING 15,000
    ARNETTE HOUSE
    2310 NE 24TH ST
    Ocala,FL34470     		NONE PC GENERAL OPERATING 25,000
    HOMES WITH HOPE
    49 RICHMONDVILLE AVE SUITE 212
    Westport,CT06880     		NONE PC GENERAL OPERATING 40,000
    Total .................................bullet 3a 509,000
    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 ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 476,567  
    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) ..   770,878  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    770,878
    (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

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    931142EE9 WALMART INC      
    961214DK6 WESTPAC BKG CORP AT COST 126,119 120,559
    023135106 AMAZON COM INC AT COST 17,559 22,819
    03027X100 AMERICAN TOWER CORP- AT COST 5,654 10,162
    060505104 BANK AMER CORP AT COST 3,744 5,042
    46625H100 J P MORGAN CHASE & C AT COST 9,154 11,373
    883556102 THERMO ELECTRON CORP AT COST 4,115 8,180
    09247XAL5 BLACKROCK INC AT COST 100,411 99,727
    404280AW9 H S B C HOLDINGS PLC AT COST 153,584 148,230
    459200HP9 IBM CORP AT COST 99,714 99,637
    822582AX0 SHELL INTERNATIONAL      
    828807DC8 SIMON PROPERTY GROUP AT COST 101,436 95,841
    254687106 DISNEY (WALT) COMPAN      
    437076102 HOME DEPOT INC USD 0 AT COST 609 4,326
    20030NBL4 COMCAST CORP AT COST 152,414 148,011
    377372AN7 GLAXOSMITHKLINE CAP AT COST 100,016 98,306
    38141GRD8 GOLDMAN SACHS GROUP AT COST 98,676 99,978
    94974BFN5 WELLS FARGO & COMPAN AT COST 96,232 100,023
    G5960L103 MEDTRONIC PLC      
    70450Y103 PAYPAL HOLDINGS INC      
    92826C839 VISA INC      
    037833AS9 APPLE INC AT COST 100,875 99,834
    58933YAR6 MERCK & CO INC AT COST 98,850 97,760
    05588M100 BNYM MIDCAP INDEX FU      
    191216100 COCA-COLA CO USD AT COST 10,315 12,959
    29444U700 EQUINIX INC AT COST 4,079 6,574
    438516106 HONEYWELL INTL INC AT COST 1,924 9,468
    91324P102 UNITED HEALTH GROUP AT COST 5,530 20,773
    91913Y100 VALERO ENERGY CORP N AT COST 760 5,270
    06051GFX2 BANK OF AMERICA CORP AT COST 102,533 97,309
    172967KA8 CITIGROUP INC AT COST 104,362 97,498
    458140AJ9 INTEL CORP      
    02079K305 ALPHABET INC/CA AT COST 14,472 28,137
    126408103 CSX CORP COM AT COST 4,356 9,495
    126650100 CVS CORP AT COST 6,714 9,815
    464287465 ISHARES MSCI EAFE IN AT COST 146,445 134,506
    742718109 PROCTER & GAMBLE CO AT COST 4,725 6,897
    78409V104 S & P GLOBAL INC AT COST 5,522 8,805
    852234103 SQUARE INC - A      
    87165B103 SYNCHRONY FINANCIAL AT COST 7,207 7,533
    00206RDC3 AT&T INC      
    89153VAG4 TOTAL CAPTL INTL SA AT COST 151,629 150,209
    91159HHC7 US BANCORP      
    G29183103 EATON CORP PLC AT COST 2,753 10,248
    037833100 APPLE COMPUTER INC C AT COST 1,101 25,155
    30161N101 EXELON CORP AT COST 4,775 9,441
    57636QAB0 MASTERCARD INC AT COST 104,205 99,670
    61746BEF9 MORGAN STANLEY AT COST 100,104 97,156
    91159HHG8 U S BANCORP AT COST 51,183 50,064
    94974BFY1 WELLS FARGO & COMPAN AT COST 76,117 73,628
    002824100 ABBOTT LABORATORIES AT COST 4,988 10,265
    110122108 BRISTOL MYERS SQUIBB      
    12572Q105 CME GROUP INC AT COST 8,070 9,781
    452308109 ILLINOIS TOOL WORKS AT COST 6,606 9,742
    464287804 ISHARES TR S & P SMA AT COST 77,402 132,678
    594918104 MICROSOFT CORP COM AT COST 8,140 41,835
    595112103 MICRON TECHNOLOGY AT COST 8,535 11,306
    79466L302 SALESFORCE COM INC      
    05565QCP1 B P CAPITAL MARKETS      
    07330MAA5 BRANCH BANKING & TRU AT COST 101,185 97,655
    369550BC1 GENERAL DYNAMICS COR AT COST 103,228 98,487
    665859AN4 NORTHERN TRUST CORP      
    780082AD5 ROYAL BANK OF CANADA AT COST 152,678 151,133
    007903107 ADVANCED MICRO DEVIC AT COST 2,787 8,487
    166764100 CHEVRONTEXACO CORP AT COST 5,735 11,855
    20030N101 COMCAST CORP NEW CL      
    244199105 DEERE & COMPANY AT COST 3,229 9,131
    30303M102 FACEBOOK INC AT COST 5,263 7,332
    65339F101 NEXTERA ENERGY INC AT COST 3,195 6,380
    89153VAB5 TOTAL CAPITAL INTL      
    00724F101 ADOBE SYS INC COM      
    026874784 AMERICAN INTERNATION AT COST 5,125 9,833
    101137107 BOSTON SCIENTIFIC CO      
    22160K105 COSTCO WHSL CORP NEW AT COST 888 7,832
    464287234 ISHARES MSCI EMERGIN      
    64110L106 NETFLIX COM INC      
    718172109 PHILIP MORRIS INTERN      
    882508104 TEXAS INSTRUMENTS IN      
    037833BG4 APPLE INC AT COST 99,779 98,677
    14912L5F4 CATERPILLAR FINL SE      
    21685WDF1 COOPERATIEVE CENTRAL AT COST 97,148 100,039
    539439AT6 LLOYDS BANKING GROUP AT COST 103,373 96,957
    69353REK0 PNC BANK NA 2.95% 2/ AT COST 121,269 121,640
    857477AM5 STATE STREET CORP AT COST 99,825 100,086
    857477AT0 STATE STREET CORP AT COST 100,259 99,071
    85771PAF9 STATOIL ASA      
    92343VDY7 VERIZON COMMUNICATIO AT COST 103,143 99,335
    UBS STATEMENT AT COST 3,302,531 4,480,295
    G06242104 ATLASSIAN CORP PLC-C      
    G8994E103 TRANE TECHNOLOGIES P AT COST 744 4,622
    150870103 CELANESE CORP DEL AT COST 6,540 8,315
    16119P108 CHARTER COMMUNICATIO      
    22788C105 CROWDSTRIKE HOLDINGS AT COST 6,218 8,217
    461202103 INTUIT INC COM      
    55024U109 LUMENTUM HOLDINGS IN      
    816851109 SEMPRA ENERGY      
    437076BY7 HOME DEPOT INC AT COST 104,189 93,359
    00287Y109 ABBVIE INC AT COST 9,413 15,463
    872590104 T -MOBILE US INC AT COST 15,689 18,715
    15135B101 CENTENE CORP DEL AT COST 4,739 6,731
    532457108 ELI LILLY & CO COM AT COST 6,276 9,037
    929089100 VOYA FINANCIAL INC AT COST 5,286 9,230
    26444HAH4 DUKE ENERGY FLORIDA AT COST 101,725 88,941
    482480100 KLA TENCOR CORP AT COST 7,057 12,045
    654106103 NIKE INC CL B AT COST 3,403 5,323
    88339J105 TRADE DESK INC/THE AT COST 3,510 7,838
    89832Q109 TRUIST FINL CORP AT COST 3,949 6,558
    911312BU9 UNITED PARCEL SERVIC AT COST 102,293 90,601
    009158106 AIR PRODUCTS AND CHE      
    67066G104 NVIDIA CORP AT COST 4,471 12,075
    75513E101 RAYTHEON TECHNOLOGIE AT COST 13,689 14,360
    22160KAP0 COSTCO WHOLESALE COR AT COST 102,423 84,202
    24422EUY3 DEERE JOHN CAP CORP AT COST 102,328 92,424
    191216CM0 COCA-COLA CO/THE AT COST 101,827 89,083
    518439104 ESTEE LAUDER COMPANI AT COST 10,837 10,175
    83088M102 SKYWORKS SOLUTIONS I      
    254687FX9 WALT DISNEY COMPANY/ AT COST 154,088 132,230
    09857L108 BOOKING HOLDINGS INC      
    V7780T103 ROYAL CARIBBEAN CRUI      
    46647PBU9 JPMORGAN CHASE & CO AT COST 100,127 78,683
    828806109 SIMON PPTY GROUP INC      
    88160R101 TESLA MOTORS INC AT COST 10,157 12,402
    723787107 PIONEER NAT RES CO AT COST 12,261 18,992
    86562MCB4 SUMITOMO MITSUI FINL AT COST 102,215 81,903
    538034109 LIVE NATION INC AT COST 7,120 6,777
    37045V100 GENERAL MOTORS CO      
    G46188101 HORIZON THERAPEUTICS AT COST 5,304 2,961
    03076C106 AMERIPRISE FINL INC AT COST 8,375 9,380
    235851102 DANAHER CORP COMMON AT COST 8,061 9,447
    00206R102 AT&T INC AT COST 6,656 5,701
    606822BR4 MITSUBISHI UFJ FIN G AT COST 102,384 85,421
    0641594B9 BANK OF NOVA SCOTIA AT COST 98,897 81,598
    580135101 MC DONALDS CORPORATI AT COST 6,072 6,307
    822582CG5 SHELL INTERNATIONAL AT COST 104,598 89,767
    02209S103 ALTRIA GROUP INC AT COST 9,047 7,896
    00771X419 G Q G PART EMERG MKT AT COST 35,000 35,643
    89115A2E1 TORONTO-DOMINION BAN AT COST 99,752 98,022
    11135F101 BROADCOM INC AT COST 9,360 8,984
    31428X106 FEDEX CORPORATION AT COST 3,294 3,162
    G1151C101 ACCENTURE PLC IRELAN AT COST 7,352 5,769
    482480AL4 K L A CORP AT COST 103,714 101,622
    05722G100 BAKER HUGHES A GE CO AT COST 10,763 7,578
    57636Q104 MASTERCARD INC AT COST 13,205 12,975
    06738EAU9 BARCLAYS PLC AT COST 103,462 94,556
    G7997R103 SEAGATE TECHNOLOGY H AT COST 8,649 6,026
    233203421 DFA EMERG MKTS CORE AT COST 35,000 35,370
    26614N102 DUPONT DE NEMOURS IN AT COST 7,653 5,564
    717081103 PFIZER INC COM AT COST 9,786 8,368
    031162DE7 AMGEN INC AT COST 75,250 67,811
    571903202 MARRIOTT INTERNATION AT COST 7,919 7,687
    464287507 ISHARES TR S&P MIDCA AT COST 130,038 136,069
    00766Y513 CHAMPLAIN MID CAP FU AT COST 125,000 125,410
    02665WCE9 AMERICAN HONDA FINAN AT COST 99,057 96,201
    744573106 PUBLIC SERVICE ENTER AT COST 7,805 7,401

    TY 2021 OtherDecreasesSchedule
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Description Amount
    MUTUAL FUND TIMING ADJ 229
    PURCHASE OF ACCRUED INTEREST CARRYOVER 181
    EXELON CORP BASIS ADJ 1,579
    CASH DEPOSIT ADJ 1,460
    COST BASIS ADJ 136


    TY 2021 OtherExpensesSchedule
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE EXPENSE 750 0   750
    MEMBERSHIP RENEWAL DUES 780 0   780
    OTHER MISC EXPENSES 1,734 0   1,734


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Description Amount
    PY PURCHASE OF ACCRUED INTEREST 508


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MGMT. FEES - BNY 40,246 40,246    
    INVESTMENT MGMT. FEES - UBS 36,941 36,941    


    TY 2021 TaxesSchedule
    Name:
    THE SEXAUER FOUNDATION
    EIN:
    13-6156256
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 66 66   0
    FEDERAL TAX PAYMENT - PRIOR YE 3,006 0   0
    FEDERAL ESTIMATES - PRINCIPAL 7,576 0   0
    FOREIGN TAXES ON NONQUALIFIED 97 97   0