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 12-01-2021 , and ending 11-30-2022
Name of foundation
LARSON FAMILY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)CO PORZIO 100 SOUTHGATE PARKWAY
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
MORRISTOWN, NJ079621997
A Employer identification number

31-1494115
B Telephone number (see instructions)

(973) 538-4006
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$3,462,075J 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... 77,268 77,268  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 160,049
b Gross sales price for all assets on line 6a 697,051
7 Capital gain net income (from Part IV, line 2)... 161,152
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 237,317 238,420  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,900 950   950
b Accounting fees (attach schedule)....... Click to see attachment 11,090 5,545   5,545
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,986 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35,710 35,605   105
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 52,686 42,100   6,600
25 Contributions, gifts, grants paid....... 125,500 125,500
26 Total expenses and disbursements. Add lines 24 and 25 178,186 42,100   132,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 59,131
b Net investment income (if negative, enter -0-) 196,320
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 1,438 250 250
2 Savings and temporary cash investments......... 9,573 57,544 57,544
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule).......      
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,293,362 Click to see attachment2,305,710 Click to see attachment3,404,281
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 2,304,373 2,363,504 3,462,075
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,111,664 2,304,373
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -807,291 59,131
29 Total net assets or fund balances (see instructions)..... 2,304,373 2,363,504
30 Total liabilities and net assets/fund balances (see instructions). 2,304,373 2,363,504
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
2,304,373
2
Enter amount from Part I, line 27a .....................
2
59,131
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
2,363,504
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,363,504
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 1 SHR THERMO FISHER SCIENTIFIC P 2018-05-24 2022-02-04
b 1 SHR ALPHABET P 2018-05-24 2022-02-04
c 5 SHRS ALPHABET P 2018-05-24 2022-01-04
d 2 SHRS AMERICAN TOWER REIT P 2021-01-08 2022-11-30
e 4 SHRS AMERICAN TOWER REIT P 2021-01-08 2022-02-04
6 SHRS AMAZON COM INC P 2020-02-25 2022-11-30
25 SHRS ALPHABET P 2018-05-24 2022-11-30
3 SHRS AIR PROD AND CHEMICAL P 2021-08-12 2022-11-30
3 SHRS AIR PROD AND CHEMICAL P 2021-08-12 2022-02-04
3 SHRS ACCENTURE PLC IRELAND P 2018-05-24 2022-11-30
2 SHRS ACCENTURE PLC IRELAND P 2018-05-24 2022-02-04
1,511.04 SHRS INVESCO PREMIUM US GOVT P   2022-09-06
10,000 SHRS INVESCO PREMIUM US GOVT P 2022-07-25 2022-08-08
18 SHRS VALERO ENERGY CP P 2020-08-18 2022-06-15
5 SHRS UNITED PARCEL SERVICE P 2020-04-30 2022-11-30
5 SHRS UNITED PARCEL SERVICE P 2020-04-30 2022-02-04
71 SHRS NETFLIX INC P 2022-01-27 2022-04-21
467 SHRS CITIGROUP P   2022-03-24
4 SHRS CIGNA CORP P 2019-06-05 2022-11-30
3 SHR CIGNA CORP P 2019-10-31 2022-02-04
1 SHR CIGNA CORP P 2019-06-06 2022-02-04
8 SHRS MICROSOFT CORP P 2005-03-07 2022-11-30
4 SHRS ALPHABET P 2018-05-24 2022-03-24
20 SHRS THERMO FISHER SCIENTIFIC P 2018-05-24 2022-01-20
19 SHRS THERMO FISHER SCIENTIFIC P 2018-05-24 2022-01-04
4 SHRS THERMO FISHER SCIENTIFIC P 2018-05-24 2021-12-29
20 SHRS TE CONNECTIVITY LTD P 2017-11-11 2022-11-01
15 SHRS TE CONNECTIVITY LTD P 2017-11-11 2022-03-24
8 SHRS TE CONNECTIVITY LTD P 2017-11-11 2022-02-04
101 SHRS TE CONNECTIVITY LTD P 2017-11-11 2022-01-04
16 SHRS TE CONNECTIVITY LTD P 2017-11-11 2021-12-29
45 SHRS RAYTHEON TECHNOLOGIES P 2020-04-30 2022-06-14
10 SHRS RAYTHEON TECHNOLOGIES CORP P 2020-04-30 2022-02-04
11 SHRS QUALCOMM INC P 2016-02-23 2022-11-30
20 SHRS QUALCOMM INC P 2016-02-23 2022-03-24
8 SHRS QUALCOMM INC P 2016-02-23 2022-02-04
84 SHRS QUALCOMM INC P 2016-02-23 2022-01-19
94 SHRS QUALCOMM INC P 2016-02-23 2022-01-04
14 SHRS QUALCOMM INC P 2016-02-23 2021-12-29
75 SHRS PROCTER & GAMBLE P 2016-02-25 2022-01-04
10 SHRS PROCTER & GAMBLE P 2016-02-25 2021-12-29
4 SHRS NIKE INC P 2020-03-24 2022-11-30
6 SHRS NIKE INC P 2020-03-24 2022-02-04
6 SHRS THERMO FISHER SCIENTIFIC P 2018-05-24 2022-03-24
5 SHRS MICROSOFT CORP P 2005-03-07 2022-02-04
10 SHRS HOME DEPOT INC P 2020-01-10 2022-03-24
9 SHRS HOME DEPOT INC P 2020-01-10 2022-01-04
3,916.449 SHRS LORD ABBETT ULTRA SHORT BD P 2021-09-14 2022-11-30
1,278.772 SHRS LORD ABBET ULTRA SHORT BD P 2021-09-14 2022-07-07
409 SHRS JACOBS ENERGY GROUP P 2020-10-06 2022-09-02
32 SHRS JACOBS ENERGY GROUP P 2020-10-06 2022-06-14
7 SHRS JACOBS ENERGY GROUP P 2020-10-06 2022-02-04
1,609 SHRS FIRST TRUST LOW DURATION P 2021-09-14 2022-03-23
1,559 SHRS ISHARES PREFERRED & INCOME S P 2015-04-23 2022-08-12
406 SHRS INTERNATIONAL FLAVORS & FRAGRANCES P 2021-01-08 2022-09-30
469 SHRS DOW INC P 2021-11-18 2021-12-23
1,968.504 SHRS EV SHORT DURATION GOVT P   2022-11-30
926 SHRS INTEL CORP P 2009-06-26 2022-01-27
1,280.41 SHRS EV SHORT DURATION GOVT P   2022-07-07
61 SHRS CATERPILLAR INC P 2020-10-06 2022-06-22
49 SHRS DANAHER CORP P 2001-05-24 2022-01-18
46 SHRS CHEVRON CORP P 2020-02-27 2022-06-23
34 SHRS DANAHER CORP P 2018-05-24 2022-05-25
21 SHRS CATERPILLAR INC P 2020-10-06 2022-06-14
13 SHRS HOME DEPOT INC P 2020-01-10 2022-06-17
43 SHRS DIAGEO PLC SPON ADR P 2010-02-11 2022-01-04
24 SHRS DANAHER CORP P 2018-05-24 2022-01-04
250 SHRS LYONDELBASELL NV P 2021-12-21 2022-08-30
36 SHRS LYONDELBASELL NV P 2021-12-21 2022-06-17
12 SHRS CATERPILLAR INC P 2020-10-06 2022-03-24
16 SHRS DANAHER CORP P 2018-05-24 2022-03-24
45 SHRS HONEYWELL INTL INC D 2004-09-07 2022-01-04
35 SHRS HONEYWELL INTL INC D 2007-09-04 2022-06-15
7 SHRS JOHNSON & JOHNSON D 1998-04-01 2022-11-30
2 SHRS BLACKROCK INC P 2020-05-13 2022-02-04
6 SHRS CATERPILLAR INC P 2020-10-06 2022-02-04
7 SHRS INTERNATIONAL FLAVORS & FRAGRANCES P 2021-01-08 2022-02-04
12 SHRS CHUBB LTD P 2016-01-19 2022-02-04
3 SHRS CATERPILLAR INC P 2020-10-06 2022-11-30
7 SHRS DIAGEO PLC SPON ADR P 2010-02-11 2021-12-29
2 SHRS HOME DEPOT INC P 2020-01-10 2022-02-04
4 SHRS DANAHER CORP P 2018-05-24 2022-02-04
11 SHRS HONEYWELL INTL INC D 2007-09-04 2022-03-24
4 SHRS CHEVRON CORP P 2020-02-27 2022-06-17
3 SHRS DANAHER CORP P 2018-05-24 2022-11-30
5 SHRS JOHNSON & JOHNSON D 1998-04-01 2022-02-04
5 SHRS HONEYWELL INTL INC D 2007-09-04 2022-02-04
2 SHRS HONEYWELL INTL INC D 2007-09-04 2022-11-30
1 SHR DIAGEO PLC SPON ADR P 2010-02-11 2022-02-04
.5310 SHRS ADVANCED MICRO DEVICES P 2020-07-31 2022-02-15
8 SHRS DANAHER CORPORATION P 2018-05-24 2021-12-29
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 596   217 379
b 2,863   1,078 1,785
c 14,490   5,394 9,096
d 435   445 -10
e 994   890 104
557   593 -36
2,449   1,348 1,101
908   836 72
797   836 -39
877   466 411
696   311 385
1,511   1,511 0
10,000   10,000 0
2,288   993 1,295
927   453 474
1,133   453 680
15,579   27,511 -11,932
26,505   32,368 -5,863
1,284   616 668
666   528 138
222   154 68
1,962   205 1,757
11,150   4,315 6,835
11,785   4,330 7,455
11,799   4,114 7,685
2,638   866 1,772
2,468   1,361 1,107
1,937   1,020 917
1,161   544 617
16,624   6,871 9,753
2,609   1,088 1,521
4,096   3,167 929
933   704 229
1,330   556 774
3,087   1,010 2,077
1,432   404 1,028
14,883   4,244 10,639
17,629   4,749 12,880
2,601   707 1,894
12,304   4,722 7,582
1,638   630 1,008
427   281 146
874   421 453
3,418   1,299 2,119
1,534   128 1,406
3,167   2,226 941
3,718   2,003 1,715
15,000   16,410 -1,410
5,000   5,358 -358
50,014   39,496 10,518
3,993   3,090 903
896   676 220
79,018   81,606 -2,588
54,518   61,206 -6,688
36,827   48,433 -11,606
25,485   27,171 -1,686
15,000   16,009 -1,009
44,787   15,131 29,656
10,000   10,397 -397
11,603   9,381 2,222
14,027   5,023 9,004
6,818   4,407 2,411
8,483   3,485 4,998
4,321   3,230 1,091
3,543   2,894 649
9,562   2,744 6,818
7,393   2,460 4,933
20,940   22,283 -1,343
3,290   3,209 81
2,678   1,845 833
4,560   1,640 2,920
9,408   1,288 8,120
6,466   1,002 5,464
1,231     1,231
1,622   940 682
1,193   923 270
896   835 61
2,498   476 2,022
697   461 236
1,548   446 1,102
720   445 275
1,155   410 745
2,125   315 1,810
594   383 211
796   308 488
861     861
955   143 812
433   57 376
205   64 141
64   33 31
2,595   820 1,775
252     252
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       379
b       1,785
c       9,096
d       -10
e       104
      -36
      1,101
      72
      -39
      411
      385
      0
      0
      1,295
      474
      680
      -11,932
      -5,863
      668
      138
      68
      1,757
      6,835
      7,455
      7,685
      1,772
      1,107
      917
      617
      9,753
      1,521
      929
      229
      774
      2,077
      1,028
      10,639
      12,880
      1,894
      7,582
      1,008
      146
      453
      2,119
      1,406
      941
      1,715
      -1,410
      -358
      10,518
      903
      220
      -2,588
      -6,688
      -11,606
      -1,686
      -1,009
      29,656
      -397
      2,222
      9,004
      2,411
      4,998
      1,091
      649
      6,818
      4,933
      -1,343
      81
      833
      2,920
      8,120
      5,464
      1,231
      682
      270
      61
      2,022
      236
      1,102
      275
      745
      1,810
      211
      488
      861
      812
      376
      141
      31
      1,775
      252
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 2 161,152
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 2,729
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 2,729
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 3,397
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,397
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 10 668
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet668 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 ofbulletPHILIP SIANA PORZIO Telephone no.bullet (973) 538-4006

    Located atbullet100 SOUTHGATE PKWY PO BOX 1997MORRISTOWNNJ ZIP+4bullet079621997
    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
    WAYNE BOOTE CO-PRESIDENT/TRUSTEE
    0.00     		0 0 0
    C/O PORZIO 100 SOUTHGATE PKWY
    MORRISTOWN,NJ07962
    DANA LARSON BOOTE SECRETARY/TRUSTEE
    0.00     		0 0 0
    C/O PORZIO 100 SOUTHGATE PKWY
    MORRISTOWN,NJ07962
    PETER N LARSON TREASURER/TRUSTEE
    0.00     		0 0 0
    C/O PORZIO 100 SOUTHGATE PKWY
    MORRISTOWN,NJ07962
    PHILIP J SIANA TRUSTEE
    0.00     		0 0 0
    C/O PORZIO 100 SOUTHGATE PKWY
    MORRISTOWN,NJ07962
    RYAN ARTIGUES CO-PRESIDENT/TRUSTEE
    0.00     		0 0 0
    C/O PORZIO 100 SOUTHGATE PKWY
    MORRISTOWN,NJ07962
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,464,444
    b
    Average of monthly cash balances.......................
    1b
    54,894
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,519,338
    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
    3,519,338
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    52,790
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    3,466,548
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    173,327
    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
    173,327
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    2,729
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,729
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    170,598
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    170,598
    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
    170,598
    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 7 170,598
    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......  
    b From 2017...... 259,216
    c From 2018...... 168,575
    d From 2019...... 441,616
    e From 2020...... 1,106,896
    f Total of lines 3a through e ........ 1,976,303
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 132,100
    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..... 132,100
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 38,498 38,498
    (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 1,937,805
    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) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		1,937,805
    10 Analysis of line 9:
    a Excess from 2017.... 220,718
    b Excess from 2018.... 168,575
    c Excess from 2019.... 441,616
    d Excess from 2020.... 1,106,896
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    ARIZONA HELPING HANDS
    31110 E THUNDERBIRD ROAD SUITE 100
    PHOENIX,AZ85032     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,000
    ARIZONA MUSICFEST
    PO BOX 25455
    SCOTTSDALE,AZ85255     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    EVANSTON BOYS & GIRLS CLUB
    603 6TH STREET
    EVANSTON,WY82930     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    GROVE CITY COLLEGE
    100 CAMPUS DRIVE
    GROVE CITY,PA16127     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    HILLSDALE COLLEGE
    33 E COLLEGE ST
    HILLSDALE,MI49242     		NONE PUBLIC CHARITY GENERAL SUPPORT 5,000
    HONORHEALTH FOUNDATION
    8125 N HAYDEN ROAD
    SCOTTSDALE,AZ85258     		NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    MARAVILLA EDUCATION FUND (AZ COMMUNITY FOUNDATION)
    2201 EAST CAMELBACK ROAD SUITE 405B
    PHOENIX,AZ85016     		NONE PUBLIC CHARITY GENERAL SUPPORT 3,000
    MESA ARTS CENTER FOUNDATION
    ONE EAST MAIN STREET
    MESA,AZ85201     		NONE PUBLIC CHARITY GENERAL SUPPORT 1,500
    SAMARITANS PURSE
    PO BOX 3000
    BOONE,NC28607     		NONE PUBLIC CHARITY GENERAL SUPPORT 15,000
    SPIRIT OF LIBERTY
    7450 VIA DE FORTUNA
    CARLSBAD,CA92009     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    ST MARY'S FOOD BANK
    3131 W THOMAS ROAD
    PHOENIX,AZ85017     		NONE PUBLIC CHARITY GENERAL SUPPORT 25,000
    THE CARE & SHARE FOOD BANK
    2605 PREAMBLE PT
    COLORADO SPRINGS,CO80915     		NONE PUBLIC CHARITY GENERAL SUPPORT 4,000
    WORD WILDLIFE FUND - ELEPHANT
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PUBLIC CHARITY GENERAL SUPPORT 10,000
    YOUNG AMERICA'S FOUNDATION
    11480 COMMERCE PARK DRIVE
    RESTON,VA20191     		NONE PUBLIC CHARITY GENERAL SUPPORT 2,000
    Total .................................bullet 3a 125,500
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities ....          
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income .....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 160,049  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 237,317 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    237,317
    (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:
    LARSON FAMILY FOUNDATION INC
    EIN:
    31-1494115
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORZIO BROMBERG & NEWMAN PC 11,090 5,545   5,545

    TY 2021 LegalFeesSchedule
    Name:
    LARSON FAMILY FOUNDATION INC
    EIN:
    31-1494115
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    PORZIO BROMBERG & NEWMAN PC 1,900 950   950


    TY 2021 OtherAssetsSchedule
    Name:
    LARSON FAMILY FOUNDATION INC
    EIN:
    31-1494115
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    478 SHRS JOHNSON & JOHNSON 17,389 16,951 82,948
    207 SHRS ACCENTURE PLC IRELAND 32,949 32,172 62,293
    289 SHRS ADVANCED MICRO DEVICES 0 18,008 22,435
    168 SHRS AIR PRODUCTS & CHEMICALS 48,462 46,791 52,107
    1395 SHRS ALPHABET INC. 87,386 75,249 141,523
    534 SHRS AMAZON COM INC 52,882 52,288 51,552
    148 SHRS AMERICAN TOWER REIT 34,272 32,937 32,745
    5,088 SHRS ARES CAPITAL CORP 73,939 73,939 99,979
    334 SHRS APPLE INC 44,458 44,458 49,442
    89 SHRS BLACKROCK INC 41,608 40,668 63,724
    231 SHRS CATERPILLAR INC 42,575 26,735 54,611
    502 SHRS CHEVRON CORP 52,882 48,092 92,022
    742 SHRS CHUBB LTD 29,896 29,420 162,936
    279 SHRS CIGNA 44,231 42,934 91,760
    309 SHRS CITIGROUP 22,297 0 0
    89 SHRS COSTCO WHOLESALE CORP 28,676 30,342 47,993
    379 SHRS DANAHER CORPORATION 52,993 38,848 103,622
    357 SHRS DIAGEO PLC SPON ADR 26,035 22,780 66,598
    469 SHRS DOW INC 27,170    
    45,903.918 SHRS E V SHORT DURATION GOVT INC 374,494 371,488 349,788
    1,609 FIRST TRUST LOW DURATION CORP 81,606 0 0
    192 SHRS HOME DEPOT INC 48,536 40,968 62,206
    328 SHRS HONEYWELL INTL INC 14,748 11,278 72,012
    926 SHRS INTEL CORP 15,131 0 0
    413 SHRS INTERNATIONAL FLAVORS & FRAGRANCES 49,268 0 0
    540 SHRS ISHARES JP MORGAN EM BOND ETF 61,148 61,148 46,672
    2,280 SHRS ISHARES TRUST SHARES 1-5 YEAR 112,245 123,935 114,000
    1,559 SHRS PREFERRED & INCOME S 61,206 0 0
    448 SHRS JACOBS ENGR GROUP INC 43,263 0 0
    325 SHRS JP MORGAN CHASE 22,301 46,625 44,909
    24,610.448 SHRS LORD ABBETT ULTRA SHORT 112,565 102,338 94,258
    392 SHRS MERCK & CO 21,743 21,743 43,167
    515 SHRS MICROSOFT CORP 13,533 13,200 131,397
    937 SHRS MONDELEZ INTL INC 19,009 19,009 63,351
    285 SHRS NIKE INC 20,706 20,004 31,262
    485 SHRS PROCTER & GAMBLE 35,885 30,534 72,343
    11,752.860 SHRS PGIM HIGH YIELD BOND FUND 61,607 65,681 54,298
    779 SHRS QUALCOMM INC. 51,030 39,359 98,536
    670 SHRS RAYTHEON TECHNOLOGIES CORP 51,017 47,147 66,142
    163 SHRS STRYKER CORP 30,915 30,915 38,124
    924 SHRS TE CONNECTIVITY LTD 73,745 62,860 116,535
    182 SHRS THERMO FISHER SCIENTIFIC 50,232 39,406 101,960
    271 SHRS UNITED PARCEL SERVICE 25,440 24,535 51,417
    360 SHRS VALERO ENERGY CP 20,851 19,858 48,103
    543 SHRS VERIZON COMMUNICATIONS 20,731 28,334 21,166
    168 SHRS XLINX INC 18,041 0 0
    133 SHRS VISA INC 22,266 29,406 28,861
    186 SHRS WALT DISNEY 0 28,011 18,204
    30,165.050 SHRS INVESCO PREMIUM US GOVT MONEY MARKET 0 30,165 30,165
    213 SHRS CVS INC 0 21,240 21,700
    306 SHRS EMERSON ELECTRIC CO 0 25,230 29,306
    2,315 SHRS INVESCO VARIABLE RATE PREFERRED 0 54,634 51,902
    1,390 SHRS BARCLAYS 1-3YR TSY BD 0 115,901 113,174
    101 SHRS ISHARES CORW S&P 500 ETF 0 36,609 41,341
    111 SHRS ORACLE 0 9,882 9,216
    158 SHRS PEPSICO INC 0 26,578 29,311
    162 SHRS CISCO SYSTEMS 0 9,924 8,055
    67 SHRS ADOBE INC 0 25,153 23,110


    TY 2021 OtherExpensesSchedule
    Name:
    LARSON FAMILY FOUNDATION INC
    EIN:
    31-1494115
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MORGAN STANLEY FEES 35,492 35,492   0
    BANK OF AMERICA SERVICE CHARGES 211 106   105
    ADR CUSTODY FEES 7 7   0


    TY 2021 TaxesSchedule
    Name:
    LARSON FAMILY FOUNDATION INC
    EIN:
    31-1494115
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    U S TREASURY 3,986 0   0