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 04-01-2021 , and ending 03-31-2022
Name of foundation
THE SELMA J HARTKE COMMUNITY FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 0634
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MILWAUKEE, WI532010634
A Employer identification number

37-1406237
B Telephone number (see instructions)

(217) 753-7360
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$14,027,044J 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... 196,365 196,359  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 536,044
b Gross sales price for all assets on line 6a 1,787,322
7 Capital gain net income (from Part IV, line 2)... 536,044
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........ 732,409 732,403  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 64,499 58,049   6,450
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 55,000 0 0 55,000
b Accounting fees (attach schedule)....... Click to see attachment 6,500 0 0 6,500
c Other professional fees (attach schedule).... Click to see attachment 84,791 76,312   8,479
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,957     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)....... Click to see attachment 25     25
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 212,772 134,361 0 76,454
25 Contributions, gifts, grants paid....... 750,773 750,773
26 Total expenses and disbursements. Add lines 24 and 25 963,545 134,361 0 827,227
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -231,136
b Net investment income (if negative, enter -0-) 598,042
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.............      
2 Savings and temporary cash investments......... 173,010 67,121 67,121
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)....... 7,698,666 Click to see attachment7,505,041 13,953,193
c Investments—corporate bonds (attach schedule)....... 8,415    
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment6,886 6,730
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,880,091 7,579,048 14,027,044
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........ 7,880,091 7,579,048
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)..... 7,880,091 7,579,048
30 Total liabilities and net assets/fund balances (see instructions). 7,880,091 7,579,048
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,880,091
2
Enter amount from Part I, line 27a .....................
2
-231,136
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
6,787
4
Add lines 1, 2, and 3 ..........................
4
7,655,742
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
76,694
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,579,048
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 49.85 VIRTUS SEIX US GOV SECURITIES ULTRA   2012-08-30 2021-04-20
b 2715. ATT INC   2002-09-09 2021-05-20
c 67. ALPHABET INC CL A   2017-01-24 2021-05-20
d 2148. BANK OF AMERICA CORP   2016-11-18 2021-05-20
e 1125. CABOT OIL GAS CORP CL A   2019-09-09 2021-05-20
1430. CISCO SYS INC   2018-12-11 2021-05-20
136. HONEYWELL INTERNATIONAL INC   2015-07-22 2021-05-20
373. JP MORGAN CHASE & CO COM   2008-02-22 2021-05-20
82. MASTERCARD INC   2016-09-23 2021-05-20
412. MICROSOFT CORP COM   2016-03-03 2021-05-20
199. 3M CO COM   2018-06-28 2021-05-20
171. UNITEDHEALTH GRP INC COM   2015-11-05 2021-05-20
353. WAL MART STORES INC COM   2018-03-29 2021-05-20
868. LYONDELLBASELL INDUSTRIES CL A   2018-12-11 2021-05-20
117. AMERICAN TOWER CORP   2018-01-17 2021-06-01
4562.1991 VIATRIS INC   2017-05-26 2021-06-01
2146.8009 VIATRIS INC   2020-06-03 2021-06-01
1. FREDDIE MAC   2021-01-01 2021-07-09
7526. CABOT OIL GAS CORP CL A   2019-09-09 2021-07-28
213. AMERICAN TOWER CORP   2018-01-17 2021-09-14
657.72 ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2018-10-12 2021-09-14
109.28 ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-11-11 2021-09-14
26. BLACKROCK INC   2018-11-05 2021-09-14
219. CHUBB LTD   2008-12-18 2021-09-14
709. LYONDELLBASELL INDUSTRIES CL A   2018-12-11 2021-09-14
.34 ANALOG DEVICES INC COM W/ RTS TO PURCHASE PFD SHS   2020-11-11 2021-09-17
1592. SCHWAB CHARLES CORP COM NEW   2019-11-26 2022-01-12
461. TELADOC INC   2021-05-20 2022-01-12
109. TELADOC INC   2020-07-09 2022-01-12
250. RINGCENTRAL INC   2020-11-11 2022-01-28
1460. WESTERN DIGITAL CORP COM   2019-02-26 2022-01-28
100.402 VIRTUS SEIX US GOV SECURITIES ULTRA   2012-08-30 2022-02-09
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 500   507 -7
b 80,187   71,849 8,338
c 154,004   57,754 96,250
d 89,507   57,041 32,466
e 19,841   20,294 -453
75,354   67,220 8,134
30,034   13,643 16,391
59,795   15,771 44,024
30,128   8,362 21,766
101,714   21,272 80,442
39,936   39,062 874
70,411   19,562 50,849
50,216   32,580 17,636
94,567   73,779 20,788
30,146   15,966 14,180
69,796   71,877 -2,081
32,844   33,823 -979
793     793
119,625   121,163 -1,538
63,024   29,067 33,957
113,869   59,230 54,639
18,919   14,312 4,607
23,378   10,686 12,692
39,728   25,221 14,507
66,351   57,275 9,076
58   45 13
149,607   78,337 71,270
37,730   65,232 -27,502
8,921   24,839 -15,918
40,953   70,295 -29,342
73,956   74,192 -236
1,000   1,022 -22
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
      430
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       -7
b       8,338
c       96,250
d       32,466
e       -453
      8,134
      16,391
      44,024
      21,766
      80,442
      874
      50,849
      17,636
      20,788
      14,180
      -2,081
      -979
      793
      -1,538
      33,957
      54,639
      4,607
      12,692
      14,507
      9,076
      13
      71,270
      -27,502
      -15,918
      -29,342
      -236
      -22
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 536,044
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 8,313
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 8,313
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 5,552
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 5,552
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 2,761
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)
    bulletIL
    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 ofbulletUS BANK NA Telephone no.bullet (217) 753-7365

    Located atbulletPO BOX 19264SPRINGFIELDIL ZIP+4bullet62794
    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)
    Yes
     
    (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
     
    No
    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
    EDWIN E HARDT BOARD OF DIRECTORS
    0     		22,000    
    13105 EAST FIRST RD
    LITCHFIELD,IL62506
    KARL W HARDT BOARD OF DIRECTORS
    0     		20,499    
    3153 BEACH HOUSE TRAIL
    LITCHFIELD,IL62056
    DOROTHY A ERNST BOARD OF DIRECTORS
    0     		22,000    
    16392 RUGBY TRAIL
    LITCHFIELD,IL62056
    JOSHUA HARDT BOARD OF DIRECTORS
    0     		0    
    PO BOX 2459
    SPRINGFIELD,IL62705
    CARRIE HARDT BOARD OF DIRECTORS
    0     		0    
    PO BOX 2459
    SPRINGFIELD,IL62705
    PAUL ERNST BOARD OF DIRECTORS
    0     		0    
    PO BOX 2459
    SPRINGFIELD,IL62705
    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
    US BANK N A AGENCY FEES 84,791
    PO BOX 0634
    MILWAUKEE,WI53201
    BROWN HAY STEPHENS LLP LEGAL 55,000
    205 S FIFTH ST STE 1000
    SPRINGFIELD,IL62701
    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
    14,334,700
    b
    Average of monthly cash balances.......................
    1b
    131,713
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    14,466,413
    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
    14,466,413
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    216,996
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    14,249,417
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    712,471
    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
    712,471
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    8,313
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,313
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    704,158
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    6,785
    5
    Add lines 3 and 4............................
    5
    710,943
    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
    710,943
    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 7 710,943
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 214,991
    b From 2017...... 195,549
    c From 2018...... 245,031
    d From 2019...... 263,434
    e From 2020...... 231,409
    f Total of lines 3a through e ........ 1,150,414
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 827,227
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 710,943
    e Remaining amount distributed out of corpus 116,284
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 1,266,698
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		214,991
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,051,707
    10 Analysis of line 9:
    a Excess from 2017.... 195,549
    b Excess from 2018.... 245,031
    c Excess from 2019.... 263,434
    d Excess from 2020.... 231,409
    e Excess from 2021.... 116,284
    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
    SCHOLARSHIPS - SEE ATTACHED
    C/O US BANK PO BOX 0634
    MILWAUKEE,WI53201     		NONE I SCHOLARSHIP 626,816
    GRANTS - SEE ATTACHED
    C/O US BANK PO BOX 0634
    MILWAUKEE,WI53201     		NONE PC GENERAL OPERATING 123,957
    Total .................................bullet 3a 750,773
    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 ............     		    18 536,044  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   732,409  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    732,409
    (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:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 6,500     6,500

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Name of Bond End of Year Book Value End of Year Fair Market Value
    92837F821 VIRTUS SEIX US GOV S    

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Name of Stock End of Year Book Value End of Year Fair Market Value
    594918104 MICROSOFT CORP 170,093 1,334,057
    03027X100 AMERICAN TOWER CORP 228,240 486,111
    H1467J104 CHUBB LTD 109,090 348,443
    17275R102 CISCO SYSTEMS INC 203,632 244,006
    57636Q104 MASTERCARD INC 65,596 233,727
    92826C839 VISA INC 85,759 229,310
    437076102 HOME DEPOT INC 205,551 306,813
    G1151C101 ACCENTURE PLC CL A 100,143 205,710
    56585A102 MARATHON PETROLEUM C 439,070 585,846
    00206R102 ATT INC    
    438516106 HONEYWELL INTERNATIO 127,493 250,230
    92343V104 VERIZON COMMUNICATIO 133,869 114,207
    023135106 AMAZON.COM INC 259,639 860,627
    46625H100 J P MORGAN CHASE CO 164,498 344,208
    91324P102 UNITED HEALTH GROUP 64,284 290,173
    02079K305 ALPHABET INC CL A 186,889 614,678
    037833100 APPLE INC 135,839 981,308
    931142103 WAL MART STORES INC 207,485 352,940
    060505104 BANK OF AMERICA CORP 206,857 397,567
    902973304 US BANCORP 45,575 173,269
    375558103 GILEAD SCIENCES INC 250,250 223,829
    958102105 WESTERN DIGITAL CORP    
    20030N101 COMCAST CORP CL A 246,154 295,341
    278865100 ECOLAB INC 94,760 78,040
    09247X101 BLACKROCK INC 92,060 171,174
    N53745100 LYONDELLBASELL INDUS    
    882508104 TEXAS INSTRUMENTS IN 127,788 236,689
    88579Y101 3M CO 190,225 148,284
    57772K101 MAXIM INTEGRATED PRO    
    012653101 ALBEMARLE CORP 121,152 399,176
    002824100 ABBOTT LABORATORIES 177,986 240,508
    031162100 AMGEN INC 112,159 148,719
    127097103 CABOT OIL GAS CORP C    
    12572Q105 CME GROUP INC 254,309 293,519
    620076307 MOTOROLA SOLUTIONS I 125,351 186,736
    808513105 SCHWAB CHARLES CORP 207,818 368,519
    87612E106 TARGET CORP 160,126 229,622
    57667L107 MATCH GROUP INC NEW 122,010 97,214
    15135B101 CENTENE CORP COM 125,173 156,509
    776696106 ROPER INDS INC 83,201 96,335
    22160K105 COSTCO WHSL CORP 120,711 205,003
    30303M102 FACEBOOK INC A 118,591 113,181
    76680R206 RINGCENTRAL INC    
    G5960L103 MEDTRONIC PLC 59,889 66,792
    87918A105 TELADOC INC    
    92556V106 VIATRIS INC    
    717081103 PFIZER INC 224,979 325,789
    461202103 INTUIT INC 82,081 100,976
    98419M100 XYLEM INC 118,540 131,471
    89400J107 TRANSUNION 108,372 121,735
    217204106 COPART INC COM 105,671 133,626
    70450Y103 PAYPAL HOLDINGS INC 151,398 103,275
    893641100 TRANSDIGM GROUP INC 92,620 124,444
    79466L302 SALESFORCE COM INC 107,593 106,160
    595112103 MICRON TECHNOLOGY IN 87,910 135,918
    009066101 AIRBNB INC CL A 75,350 86,224
    67066G104 NVIDIA CORP 77,274 145,162
    855244109 STARBUCKS CORP 96,554 78,780
    086516101 BEST BUY CO INC 62,488 51,177
    G5494J103 LINDE PLC 95,989 102,218
    149123101 CATERPILLAR INC 88,907 97,818

    TY 2021 InvestmentsOtherSchedule2
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    92837F821 VIRTUS SEIX US GOV S AT COST 6,886 6,730

    TY 2021 LegalFeesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES - INCOME (ALLOCABLE 55,000     55,000


    TY 2021 OtherDecreasesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Description Amount
    ROC ADJUSTMENT 76,694


    TY 2021 OtherExpensesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER MISC EXPENSES 15 0   15
    STATE FILING FEE/TAX 10 0   10


    TY 2021 OtherIncreasesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Description Amount
    GRANT RECOVERY 6,785
    ROUNDING 2


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER EXPENSE (NON-DEDUCTIBLE 84,791 76,312   8,479


    TY 2021 TaxesSchedule
    Name:
    THE SELMA J HARTKE COMMUNITY FOUNDATION
    EIN:
    37-1406237
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 1,957 0   0