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
WF INGRAM FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

27-1465067
B Telephone number (see instructions)

(888) 866-3275
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$1,230,859J 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... 21,004 21,004  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 78,999
b Gross sales price for all assets on line 6a 627,233
7 Capital gain net income (from Part IV, line 2)... 78,999
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)....... Click to see attachment 616    
12 Total. Add lines 1 through 11........ 100,619 100,003  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
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)....... Click to see attachment 1,500 0 0 1,500
c Other professional fees (attach schedule).... Click to see attachment 13,389 8,034   5,356
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 2,364 314   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 17,253 8,348 0 6,856
25 Contributions, gifts, grants paid....... 60,724 60,724
26 Total expenses and disbursements. Add lines 24 and 25 77,977 8,348 0 67,580
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 22,642
b Net investment income (if negative, enter -0-) 91,655
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............. 1 2 2
2 Savings and temporary cash investments......... 12,239 16,686 16,686
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)....... 1,199 Click to see attachment1,199 86,394
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).......... 1,011,376 Click to see attachment1,029,515 1,127,777
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,024,815 1,047,402 1,230,859
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 1,024,815 1,047,402
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 1,024,815 1,047,402
30 Total liabilities and net assets/fund balances (see instructions). 1,024,815 1,047,402
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
1,024,815
2
Enter amount from Part I, line 27a .....................
2
22,642
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,047,457
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
55
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,047,402
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 .87 INVESCO OPPENHEIMER   2019-01-24 2022-03-03
b 5.78 INVESCO OPPENHEIMER   2021-10-12 2022-08-09
c 21.57 INVESCO OPPENHEIMER   2022-02-24 2022-08-09
d 2.43 ALGER SMALL CAP FOCUS FUND   2019-01-31 2022-03-03
e .83 ALGER SMALL CAP FOCUS FUND   2019-02-01 2022-06-27
42.94 ALGER SMALL CAP FOCUS FUND   2020-02-07 2022-06-27
14.37 ALGER SMALL CAP FOCUS FUND   2021-10-12 2022-06-27
631.88 ALGER SMALL CAP FOCUS FUND   2020-03-20 2022-06-27
519.92 ALGER SMALL CAP FOCUS FUND   2022-02-24 2022-06-27
7.7 ALGER SMALL CAP FOCUS FUND   2020-02-28 2022-06-27
354.38 ALGER SMALL CAP FOCUS FUND   2019-01-31 2022-06-27
20.3 BNY MELLON GLOBAL   2021-03-24 2022-02-24
4.11 BNY MELLON GLOBAL   2021-03-24 2022-03-03
6.76 BNY MELLON GLOBAL   2021-10-12 2022-06-27
40.79 BNY MELLON GLOBAL   2021-03-24 2022-06-27
30.89 BNY MELLON GLOBAL   2021-06-30 2022-06-27
99.98 BNY MELLON GLOBAL   2021-03-24 2022-08-09
168.38 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-03-24 2022-02-24
6.88 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-03-24 2022-03-03
21.47 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-10-12 2022-06-27
102.38 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-03-24 2022-06-27
89.85 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-06-30 2022-06-27
249.56 BLACKROCK EVENT DRIVEN EQUITY FUND   2021-03-24 2022-08-09
69.52 CALAMOS MARKET NEUTRAL INCOME FUND   2019-01-24 2021-10-12
201.48 CALAMOS MARKET NEUTRAL INCOME FUND   2019-01-24 2022-02-24
8.41 CALAMOS MARKET NEUTRAL INCOME FUND   2019-01-24 2022-03-03
104.92 CALAMOS MARKET NEUTRAL INCOME FUND   2021-06-30 2022-06-27
270.67 CALAMOS MARKET NEUTRAL INCOME FUND   2021-03-24 2022-08-09
25.26 CALAMOS MARKET NEUTRAL INCOME FUND   2021-06-30 2022-08-09
1.8 DELAWARE EMERGING MARKETS FUND   2020-03-20 2022-03-03
5.99 DELAWARE EMERGING MARKETS FUND   2021-10-12 2022-08-09
.86 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2019-01-31 2022-03-03
.21 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2019-02-01 2022-06-27
3.74 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2021-10-12 2022-06-27
2.16 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2019-08-13 2022-06-27
159.41 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2020-09-17 2022-06-27
25.88 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2021-03-24 2022-06-27
87.82 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2022-02-24 2022-06-27
12.61 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2020-02-28 2022-06-27
4.21 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2021-06-30 2022-06-27
321.34 AMERICAN FUNDS EUROPACIFIC GROWTH FUND   2019-01-31 2022-06-27
13.42 GATEWAY FUND   2016-08-22 2022-02-24
1.33 GATEWAY FUND   2016-08-22 2022-03-03
18.21 GATEWAY FUND   2020-02-07 2022-08-09
.63 GATEWAY FUND   2021-10-12 2022-08-09
11.44 GATEWAY FUND   2020-07-23 2022-08-09
17.92 GATEWAY FUND   2021-03-24 2022-08-09
5.65 GATEWAY FUND   2021-06-30 2022-08-09
124. INVESCO DB COMMODITY INDEX TRACKING FUND   2021-06-15 2022-02-24
2. INVESCO DB COMMODITY INDEX TRACKING FUND   2021-06-15 2022-03-03
26. INVESCO DB COMMODITY INDEX TRACKING FUND   2021-10-12 2022-06-27
742. INVESCO DB COMMODITY INDEX TRACKING FUND   2021-06-15 2022-06-27
273. INVESCO DB COMMODITY INDEX TRACKING FUND   2021-06-30 2022-06-27
48. INVESCO DB MULTI-SECTOR   2021-05-26 2021-10-12
79. INVESCO DB MULTI-SECTOR   2021-05-26 2022-02-24
1. INVESCO DB MULTI-SECTOR   2021-05-26 2022-03-03
524. INVESCO DB MULTI-SECTOR   2021-05-26 2022-06-27
66. ISHARES GOLD TR SHS   2020-06-26 2021-09-30
115. ISHARES GOLD TR SHS   2020-05-05 2021-09-30
1. ISHARES GOLD TR SHS   2020-05-05 2021-09-30
100. ISHARES GOLD TR SHS   2020-05-05 2021-09-30
12. ISHARES GOLD TR SHS   2020-05-05 2021-09-30
12. ISHARES GOLD TR SHS   2021-06-30 2021-09-30
501. ISHARES GOLD TR SHS   2020-07-23 2021-09-30
12. ISHARES GOLD TR SHS   2020-05-05 2021-10-12
66. ISHARES GOLD TR SHS   2020-06-26 2021-10-31
115. ISHARES GOLD TR SHS   2020-05-05 2021-10-31
1. ISHARES GOLD TR SHS   2020-05-05 2021-10-31
100. ISHARES GOLD TR SHS   2020-05-05 2021-10-31
12. ISHARES GOLD TR SHS   2021-06-30 2021-10-31
501. ISHARES GOLD TR SHS   2020-07-23 2021-10-31
66. ISHARES GOLD TR SHS   2020-06-26 2021-11-30
115. ISHARES GOLD TR SHS   2020-05-05 2021-11-30
1. ISHARES GOLD TR SHS   2020-05-05 2021-11-30
100. ISHARES GOLD TR SHS   2020-05-05 2021-11-30
12. ISHARES GOLD TR SHS   2021-06-30 2021-11-30
501. ISHARES GOLD TR SHS   2020-07-23 2021-11-30
100. ISHARES GOLD TR SHS   2020-05-05 2021-12-31
116. ISHARES GOLD TR SHS   2020-05-05 2021-12-31
66. ISHARES GOLD TR SHS   2020-06-26 2021-12-31
501. ISHARES GOLD TR SHS   2020-07-23 2021-12-31
12. ISHARES GOLD TR SHS   2021-06-30 2021-12-31
100. ISHARES GOLD TR SHS   2020-05-05 2022-02-24
1. ISHARES GOLD TR SHS   2020-05-05 2022-03-03
1. ISHARES GOLD TR SHS   2020-07-23 2022-06-27
12. ISHARES GOLD TR SHS   2020-07-23 2022-08-09
12. ISHARES TIPS BOND ETF   2020-05-05 2022-02-24
1. ISHARES TIPS BOND ETF   2020-05-05 2022-03-03
391. ISHARES TIPS BOND ETF   2020-05-05 2022-05-05
18. ISHARES TIPS BOND ETF   2020-07-23 2022-05-05
42. ISHARES TIPS BOND ETF   2021-03-24 2022-05-05
9. ISHARES TIPS BOND ETF   2021-06-30 2022-05-05
9. ISHARES IBOXX $ INVT GRADE CORP BD   2022-06-27 2022-08-09
2. ISHARES MSCI EAFE ETF   2022-06-27 2022-08-09
22. ISHARES RUSSELL MID-CAP GROWTH ETF   2022-06-27 2022-08-09
1. ISHARES CORE S&P SMALL CAP ETF   2019-01-31 2021-10-12
5. ISHARES CORE S&P SMALL CAP ETF   2019-08-13 2022-01-05
245. ISHARES CORE S&P SMALL CAP ETF   2020-03-20 2022-01-05
13. ISHARES CORE S&P SMALL CAP ETF   2020-02-28 2022-01-05
43. ISHARES CORE S&P SMALL CAP ETF   2019-01-31 2022-01-05
5. ISHARES CORE S&P SMALL CAP ETF   2019-01-31 2022-01-05
1. ISHARES S&P SMALL-CAP 600 VALUE ETF   2022-01-05 2022-03-03
26. ISHARES S&P SMALL-CAP 600 VALUE ETF   2022-01-05 2022-08-09
1. ISHARES CURR HEDGED MSCI   2020-03-20 2022-03-03
1. ISHARES CURR HEDGED MSCI   2021-10-12 2022-06-27
1. ISHARES CURR HEDGED MSCI   2021-10-12 2022-08-09
2. ISHARES CURR HEDGED MSCI   2020-04-21 2022-08-09
21. ISHARES CURR HEDGED MSCI   2022-02-24 2022-08-09
15. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2020-03-20 2021-10-12
1. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2020-03-20 2022-03-03
20. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2020-04-21 2022-06-27
8. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2020-07-23 2022-06-27
9. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2021-06-30 2022-06-27
19. ISHARES CURRENCY HEDGED MSCI JAPAN ETF   2020-04-21 2022-08-09
6. ISHARES IBONDS DEC 2023   2020-02-07 2021-10-12
63. ISHARES IBONDS DEC 2023   2020-02-07 2022-02-24
3. ISHARES IBONDS DEC 2023   2020-02-07 2022-03-03
454. ISHARES IBONDS DEC 2023   2020-02-07 2022-06-27
82. ISHARES IBONDS DEC 2023   2020-07-23 2022-06-27
221. ISHARES IBONDS DEC 2023   2021-03-24 2022-06-27
65. ISHARES IBONDS DEC 2023   2021-06-30 2022-06-27
46. ISHARES IBONDS DEC 2023   2020-02-07 2022-08-09
9. ISHARES IBONDS DEC 2022   2019-08-13 2021-10-12
93. ISHARES IBONDS DEC 2022   2019-08-13 2022-02-24
4. ISHARES IBONDS DEC 2022   2019-08-13 2022-03-03
177. ISHARES IBONDS DEC 2022   2020-02-07 2022-06-27
271. ISHARES IBONDS DEC 2022   2019-08-13 2022-06-27
102. ISHARES IBONDS DEC 2022   2020-07-23 2022-06-27
231. ISHARES IBONDS DEC 2022   2021-03-24 2022-06-27
67. ISHARES IBONDS DEC 2022   2021-06-30 2022-06-27
45. ISHARES IBONDS DEC 2022   2019-08-13 2022-08-09
31. ISHARES IBONDS DEC 2025   2021-10-12 2022-02-24
3. ISHARES IBONDS DEC 2025   2021-10-12 2022-03-03
770. ISHARES IBONDS DEC 2025   2021-10-12 2022-06-27
57. ISHARES IBONDS DEC 2025   2021-10-12 2022-08-09
6. ISHARES IBONDS DEC 2024   2020-12-07 2021-10-12
36. ISHARES IBONDS DEC 2024   2020-12-07 2022-02-24
4. ISHARES IBONDS DEC 2024   2020-12-07 2022-03-03
738. ISHARES IBONDS DEC 2024   2020-12-07 2022-06-27
62. ISHARES IBONDS DEC 2024   2021-06-30 2022-06-27
50. ISHARES IBONDS DEC 2024   2020-12-07 2022-08-09
1769. ISHARES IBONDS DEC 2021   2019-08-13 2021-10-12
189. ISHARES IBONDS DEC 2021   2020-02-07 2021-10-12
72. ISHARES IBONDS DEC 2021   2020-04-21 2021-10-12
120. ISHARES IBONDS DEC 2021   2020-07-23 2021-10-12
244. ISHARES IBONDS DEC 2021   2021-03-24 2021-10-12
69. ISHARES IBONDS DEC 2021   2021-06-30 2021-10-12
4. ISHARES TR IBONDS DEC   2022-06-27 2022-08-09
3.16 JANUS HENDERSON FORTY FUND   2016-02-19 2022-03-03
8.62 JANUS HENDERSON FORTY FUND   2021-10-12 2022-08-09
225.06 JANUS HENDERSON FORTY FUND   2022-02-24 2022-08-09
19.29 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-01-31 2022-02-24
2.07 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-01-31 2022-03-03
.1 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-02-01 2022-06-27
1. PEAR TREE POLARIS FOREIGN VALUE FUND   2019-02-01 2022-06-27
6.47 PEAR TREE POLARIS FOREIGN VALUE FUND   2021-10-12 2022-06-27
52.34 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-08-13 2022-06-27
517.5 PEAR TREE POLARIS FOREIGN VALUE FUND   2020-09-17 2022-06-27
81.58 PEAR TREE POLARIS FOREIGN VALUE FUND   2020-03-20 2022-06-27
36.82 PEAR TREE POLARIS FOREIGN VALUE FUND   2020-02-28 2022-06-27
22.88 PEAR TREE POLARIS FOREIGN VALUE FUND   2021-06-30 2022-06-27
48.98 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-01-31 2022-06-27
723.02 PEAR TREE POLARIS FOREIGN VALUE FUND   2019-01-31 2022-06-27
1.03 TOUCHSTONE MID CAP FUND   2019-01-31 2022-03-03
.41 TOUCHSTONE MID CAP FUND   2019-02-01 2022-06-27
3.17 TOUCHSTONE MID CAP FUND   2021-10-12 2022-06-27
393.65 TOUCHSTONE MID CAP FUND   2020-03-20 2022-06-27
18.45 TOUCHSTONE MID CAP FUND   2022-02-24 2022-06-27
18.87 TOUCHSTONE MID CAP FUND   2020-02-28 2022-06-27
1.39 TOUCHSTONE MID CAP FUND   2021-06-30 2022-06-27
301.86 TOUCHSTONE MID CAP FUND   2019-01-31 2022-06-27
2. VANGUARD MID-CAP VALUE ETF   2022-01-05 2022-06-27
19. VANGUARD MID-CAP VALUE ETF   2022-01-05 2022-08-09
8. VANGUARD SMALL CAP GROWTH ETF   2022-06-27 2022-08-09
1. VANGUARD MID-CAP ETF   2019-01-31 2021-10-12
100. VANGUARD MID-CAP ETF   2020-03-20 2022-01-05
4. VANGUARD MID-CAP ETF   2020-02-28 2022-01-05
39. VANGUARD MID-CAP ETF   2019-01-31 2022-01-05
12. VANGUARD GROWTH ETF   2019-08-13 2022-01-05
62. VANGUARD GROWTH ETF   2017-03-21 2022-01-05
1. VANGUARD GROWTH ETF   2021-10-12 2022-08-09
3. VANGUARD GROWTH ETF   2019-08-13 2022-08-09
21. VANGUARD GROWTH ETF   2022-02-24 2022-08-09
11. VANGUARD GROWTH ETF   2020-02-28 2022-08-09
29. VANGUARD VALUE ETF   2016-11-23 2022-02-24
1. VANGUARD VALUE ETF   2016-11-23 2022-03-03
25. VANGUARD VALUE ETF   2022-01-05 2022-06-27
52. VANGUARD VALUE ETF   2022-01-05 2022-08-09
62.38 AMER FUNDS WASHINGTON   2010-05-19 2022-02-24
2.59 AMER FUNDS WASHINGTON   2010-05-19 2022-03-03
.24 AMER FUNDS WASHINGTON   2021-10-12 2022-08-09
107.36 AMER FUNDS WASHINGTON   2019-08-13 2022-08-09
9. AMER FUNDS WASHINGTON   2021-06-30 2022-08-09
1079. WISDOMTREE FLOATING RATE   2022-05-05 2022-06-27
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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    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 35   34 1
b 207   300 -93
c 774   904 -130
d 53   48 5
e 14   17 -3
740   976 -236
248   454 -206
10,894   10,445 449
8,963   11,339 -2,376
133   163 -30
6,109   7,056 -947
335   338 -3
68   68  
109   115 -6
657   680 -23
498   532 -34
1,615   1,666 -51
1,667   1,692 -25
68   69 -1
209   212 -3
998   1,029 -31
876   921 -45
2,476   2,508 -32
999   895 104
2,865   2,595 270
120   108 12
1,429   1,493 -64
3,754   3,797 -43
350   359 -9
39   25 14
109   148 -39
48   42 6
10   10  
184   255 -71
106   110 -4
7,822   9,354 -1,532
1,270   1,751 -481
4,309   4,962 -653
619   636 -17
207   297 -90
15,768   15,611 157
517   407 110
52   40 12
675   639 36
23   25 -2
424   391 33
664   672 -8
209   222 -13
3,006   2,358 648
52   38 14
718   551 167
20,479   14,113 6,366
7,535   5,274 2,261
1,060   984 76
1,915   1,619 296
26   20 6
10,537   10,737 -200
       
1   1  
       
1   1  
       
       
3   4 -1
402   391 11
       
1   1  
       
1   1  
       
4   4  
       
1   1  
       
1   1  
       
4   4  
1   1  
1   1  
       
4   4  
       
3,654   3,253 401
37   33 4
35   36 -1
409   431 -22
1,505   1,456 49
127   121 6
46,212   47,452 -1,240
2,127   2,247 -120
4,964   5,292 -328
1,064   1,153 -89
1,017   983 34
130   127 3
1,974   1,825 149
111   77 34
582   384 198
28,513   12,245 16,268
1,513   946 567
5,004   3,290 1,714
582   396 186
103   108 -5
2,493   2,797 -304
33   22 11
32   36 -4
33   36 -3
65   48 17
685   708 -23
595   388 207
37   26 11
753   549 204
301   245 56
339   348 -9
730   522 208
156   154 2
1,601   1,621 -20
76   77 -1
11,377   11,681 -304
2,055   2,153 -98
5,538   5,770 -232
1,629   1,695 -66
1,153   1,184 -31
227   227  
2,332   2,347 -15
100   101 -1
4,423   4,492 -69
6,772   6,840 -68
2,549   2,619 -70
5,773   5,881 -108
1,674   1,702 -28
1,124   1,136 -12
796   829 -33
77   80 -3
18,942   20,590 -1,648
1,412   1,524 -112
157   159 -2
914   954 -40
102   106 -4
18,199   19,564 -1,365
1,529   1,636 -107
1,236   1,326 -90
43,747   44,101 -354
4,674   4,723 -49
1,781   1,793 -12
2,968   3,016 -48
6,034   6,063 -29
1,706   1,710 -4
97   95 2
152   85 67
362   511 -149
9,455   10,947 -1,492
435   396 39
46   43 3
2   2  
20   21 -1
128   155 -27
1,036   1,027 9
10,241   9,646 595
1,614   1,067 547
729   694 35
453   563 -110
969   1,031 -62
14,309   14,851 -542
47   33 14
17   13 4
134   150 -16
16,671   10,896 5,775
781   830 -49
799   700 99
59   67 -8
12,784   9,826 2,958
265   306 -41
2,642   2,910 -268
1,794   1,656 138
242   152 90
25,158   11,595 13,563
1,006   646 360
9,812   5,942 3,870
3,767   1,984 1,783
19,462   7,518 11,944
253   293 -40
760   496 264
5,321   5,556 -235
2,787   1,915 872
4,008   2,629 1,379
145   91 54
3,352   3,766 -414
7,169   7,833 -664
3,488   1,523 1,965
149   63 86
13   13  
5,700   4,906 794
478   501 -23
54,272   54,338 -66
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
      19,187
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       1
b       -93
c       -130
d       5
e       -3
      -236
      -206
      449
      -2,376
      -30
      -947
      -3
       
      -6
      -23
      -34
      -51
      -25
      -1
      -3
      -31
      -45
      -32
      104
      270
      12
      -64
      -43
      -9
      14
      -39
      6
       
      -71
      -4
      -1,532
      -481
      -653
      -17
      -90
      157
      110
      12
      36
      -2
      33
      -8
      -13
      648
      14
      167
      6,366
      2,261
      76
      296
      6
      -200
       
       
       
       
       
       
      -1
      11
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
      401
      4
      -1
      -22
      49
      6
      -1,240
      -120
      -328
      -89
      34
      3
      149
      34
      198
      16,268
      567
      1,714
      186
      -5
      -304
      11
      -4
      -3
      17
      -23
      207
      11
      204
      56
      -9
      208
      2
      -20
      -1
      -304
      -98
      -232
      -66
      -31
       
      -15
      -1
      -69
      -68
      -70
      -108
      -28
      -12
      -33
      -3
      -1,648
      -112
      -2
      -40
      -4
      -1,365
      -107
      -90
      -354
      -49
      -12
      -48
      -29
      -4
      2
      67
      -149
      -1,492
      39
      3
       
      -1
      -27
      9
      595
      547
      35
      -110
      -62
      -542
      14
      4
      -16
      5,775
      -49
      99
      -8
      2,958
      -41
      -268
      138
      90
      13,563
      360
      3,870
      1,783
      11,944
      -40
      264
      -235
      872
      1,379
      54
      -414
      -664
      1,965
      86
       
      794
      -23
      -66
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 78,999
3 Net short-term capital gain or (loss) as defined in sections 1222(5) and (6):
If gain, also enter in Part I, line 8, column (c) (see instructions). If (loss), enter -0-
in Part I, line 8 ................... 		Bracket 3  
Form 990-PF (2021)
Form 990-PF (2021)
Page 4
Part V
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b All other domestic foundations enter 1.39% (0.0139) of line 27b. Exempt foreign organizations enter 4% (0.04) of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 1,274
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,274
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,331
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 1,331
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 57
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet57 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)
    bulletGA
    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 addressbullet  
    14
    The books are in care ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1532 AFTPENNINGTONNJ ZIP+4bullet08534
    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
    RHODA I AVERETT DISTRIBUTION COMMITTEE
    1     		0    
    PO BOX 1337
    LUMPKIN,GA318151337
    JACK M AVERETT DISTRIBUTION COMMITTEE
    1     		0    
    PO BOX 23
    GRIFFIN,GA302240001
    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
    1,359,291
    b
    Average of monthly cash balances.......................
    1b
    16,874
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,376,165
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,376,165
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    20,642
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,355,523
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    67,776
    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
    67,776
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,274
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,274
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    66,502
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    66,502
    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
    66,502
    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 66,502
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 60,724
    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$ 67,580
    a Applied to 2020, but not more than line 2a 60,724
    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..... 6,856
    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 ..........     		59,646
    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).)
    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:
    MR JACK AVERETT
    PO BOX 23
    GRIFFIN,GA30223
    (707) 228-0974
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN WITH FINANCIAL DETAILS, PURPOSE OF GRANT AND EXEMPT STATUS
    cAny submission deadlines:
    JUNE 1ST
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    501(C)(3) ORGANIZATIONS
    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
    LAKE SUPERIOR ACADEMY
    PO BOX 46
    DAFTER,MI49783     		N/A PC UNRESTRICTED GENERAL 2,000
    LUMPKIN UNITED METHODIST CHURCH
    1601 BROAD STREET
    LUMPKIN,GA31815     		N/A PC UNRESTRICTED GENERAL 3,000
    ST MARY'S CATHOLIC SCHOOL
    360 MAPLE STREET
    MARIE,MI49783     		N/A PC UNRESTRICTED GENERAL 2,000
    ST GEORGES EPISCOPAL CHURCH
    132 NORTH 10THSTREET
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 1,000
    THE MOUNTAIN SCHOOL OF MILTON
    ACADEMY
    151 VERSHIRE SCHOOL RD
    VERSHIRE,VT05079     		N/A PC UNRESTRICTED GENERAL 250
    SPALDING SAMARITANS
    PO BOX 2097
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    GRIFFIN CHORAL ARTS INC
    PO BOX 1689
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    FLINT RIVERKEEPER INC
    102 PINE AVE
    ALBANY,GA31701     		N/A PC UNRESTRICTED GENERAL 1,000
    GRIFFIN-SPALDING LITERACY
    PO BOX 2301
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 1,500
    MAIN STREET PLAYERS INC
    PO BOX 1945
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVE
    LITTLE ROCK,AR72202     		N/A PC UNRESTRICTED GENERAL 250
    HOPECLINIC INC
    121 LANGLEY DRIVE
    LAWRENCEVILLE,GA30046     		N/A PC UNRESTRICTED GENERAL 2,500
    CHILDRENS HOPE
    305 S PERRY ST
    MONTGOMERY,AL36104     		N/A PC UNRESTRICTED GENERAL 500
    RELEASH ATLANTA INC
    PO BOX 731
    FLOWERY BRANCH,GA30542     		N/A PC UNRESTRICTED GENERAL 1,000
    THE NATURE CONSERVANCY OF GA
    1330 WEST PEACHTREE
    ATLANTA,GA30309     		N/A PC UNRESTRICTED GENERAL 500
    ATLANTA HISTORICAL SOCIETY INC
    130 WEST PACES FERRY ROAD
    ATLANTA,GA30305     		N/A PC UNRESTRICTED GENERAL 2,000
    THE GEORGIA CONSERVANCY
    230 PEACHTREE STREET
    ATLANTA,GA30303     		N/A PC UNRESTRICTED GENERAL 474
    THE GRIFFIN SPALDING HISTORICAL
    SOCIETY
    PO BOX 196
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 1,500
    UNIVERSITY OF GEORGIA RESEARCH
    456 EAST BROAD
    ATHENS,GA30602     		N/A PC UNRESTRICTED GENERAL 12,000
    MIDWAY APARTMENTS
    PO BOX 1308
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    GRIFFIN AREA ARTS ALLIANCE INC
    1131 SKYLINE DRIVE
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    GEORGIA PUBLIC BROADCASTING
    260 14TH ST NW
    ATLANTA,GA30318     		N/A PC UNRESTRICTED GENERAL 500
    CHILDRENS HEALTHCARE OF ATLANTA
    3395 NORTHEAST EXPRESSWAY
    ATLANTA,GA30341     		N/A PC UNRESTRICTED GENERAL 1,000
    GRIFFIN AREA HABITAT FOR HUMANITY
    1386 CARVER ROAD
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    STEPPING STONES EDUCATION THERAPY
    141 FUTRAL ROAD
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    SOUTHERN CONSERVATION TRUST
    192 MCINTOSH TRAIL
    PEACHTREE CTY,GA30269     		N/A PC UNRESTRICTED GENERAL 1,000
    GRIFFIN BALLET THEATRE
    111 N HILL STREET
    GRIFFIN,GA30223     		N/A PC UNRESTRICTED GENERAL 1,000
    ST GEORGES EPISCOPAL SCHOOL INC
    103 BIRCH STREET
    MILNER,GA30257     		N/A PC UNRESTRICTED GENERAL 1,000
    GEORGIA ORGANICS INC
    200 OTTLEY DR NE STE
    ATLANTA,GA30324     		N/A PC UNRESTRICTED GENERAL 1,000
    4-H CLUBS & AFFILIATED ORGS
    PO BOX 277
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 1,000
    GRIFFIN AREA CONCERTA ASSOC INC
    1131 SKYLINE DRIVE
    GRIFFIN,GA30224     		N/A PC UNRESTRICTED GENERAL 2,000
    THE FOUNDRY INC
    104 PARSONS PLACE
    PEACHTREE PL,GA30269     		N/A PC UNRESTRICTED GENERAL 5,000
    HAVILAH DANCE FOUNDATION
    4542 GLEN OAKS DRIVE
    MATTHEWS,NC28104     		N/A PC UNRESTRICTED GENERAL 1,000
    IN CHRIST MINISTRIES CITY OF HOPE
    109 S HILL STREET
    GRIFFIN,GA30223     		N/A PC UNRESTRICTED GENERAL 750
    Total .................................bullet 3a 60,724
    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 78,999  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND     		    1 616  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   100,619  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    100,619
    (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 AccountingFeesSchedule
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 1,500     1,500

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Name of Stock End of Year Book Value End of Year Fair Market Value
    191216100 COCA-COLA CO/THE 1,199 86,394

    TY 2021 InvestmentsOtherSchedule2
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    939330825 AMER FUNDS WASHINGTO AT COST 62,941 91,828
    367829884 GATEWAY FUND AT COST 25,362 29,330
    47103A658 JANUS HENDERSON FORT AT COST 75,568 88,051
    922908744 VANGUARD VALUE ETF AT COST 77,224 110,973
    922908736 VANGUARD GROWTH ETF AT COST 44,278 71,569
    89155H793 TOUCHSTONE MID CAP F      
    128119880 CALAMOS MARKET NEUTR AT COST 74,534 77,830
    46434VBA7 ISHARES IBONDS DEC 2 AT COST 35,537 35,214
    464287804 ISHARES CORE S&P SMA      
    70472Q807 PEAR TREE POLARIS FO      
    29875E100 AMERICAN FUNDS EUROP      
    922908629 VANGUARD MID-CAP ETF      
    46434VAQ3 ISHARES IBONDS      
    00143W875 INVESCO OPPENHEIMER AT COST 27,285 24,165
    015565369 ALGER SMALL CAP FOCU      
    46434VBK5 ISHARES IBONDS DEC 2      
    464287176 ISHARES TIPS BOND ET      
    87234N880 TCW TOTAL RETURN BON      
    957663305 WESTERN ASSET CORE B      
    46434V886 ISHARES CURRENCY HED AT COST 9,565 14,057
    46434V639 ISHARES CURR HEDGED AT COST 9,242 13,224
    245914817 DELAWARE EMERGING MA AT COST 20,663 24,363
    46434VAX8 ISHARES IBONDS DEC 2 AT COST 36,099 35,194
    464285105 ISHARES COMEX GOLD T      
    46434VBG4 ISHARES IBONDS DEC 2 AT COST 37,690 35,134
    09250J734 BLACKROCK EVENT DRIV AT COST 45,090 44,283
    05587N828 BNY MELLON GLOBAL AT COST 46,207 44,654
    46140H700 INVESCO DB MULTI-SEC      
    46138B103 INVESCO DB COMMODITY      
    464285204 ISHARES GOLD TR SHS AT COST 23,914 22,105
    72201P167 PIMCO COMMODITIESPLU AT COST 34,208 32,573
    922908595 VANGUARD SMALL-CAP G AT COST 27,942 29,005
    922908512 VANGUARD MID-CAP VAL AT COST 33,197 29,469
    46435GAA0 ISHARES IBONDS DEC 2 AT COST 34,573 34,675
    464287465 ISHARES MSCI EAFE ET AT COST 63,120 61,268
    46434VBD1 ISHARES IBONDS DEC 2 AT COST 37,944 34,922
    464287242 ISHARES IBOXX INVEST AT COST 51,201 51,248
    46435UAA9 ISHARES TR IBONDS DE AT COST 34,451 34,581
    464287879 ISHARES S&P SMALL-CA AT COST 33,814 29,169
    464287481 ISHARES RUSSELL MID- AT COST 27,866 28,893

    TY 2021 OtherDecreasesSchedule
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Description Amount
    SEC ADJ 55


    TY 2021 OtherIncomeSchedule2
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 616 0  


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 13,389 8,034   5,356


    TY 2021 TaxesSchedule
    Name:
    WF INGRAM FOUNDATION
    EIN:
    27-1465067
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 252 252   0
    EXCISE TAX - PRIOR YEAR 750 0   0
    EXCISE TAX ESTIMATES 1,300 0   0
    FOREIGN TAXES ON NONQUALIFIED 62 62   0