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 11-01-2021 , and ending 10-31-2022
Name of foundation
Earthward Bound Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)700 Walnut Street Ste 460
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cincinnati, OH452022027
A Employer identification number

23-7429274
B Telephone number (see instructions)

(513) 509-1650
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$4,456,528J 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... 44,005 44,005  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 488,765
b Gross sales price for all assets on line 6a 779,729
7 Capital gain net income (from Part IV, line 2)... 488,765
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........ 532,770 532,770  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 2,800 2,800   0
c Other professional fees (attach schedule).... Click to see attachment 122,148 79,148   43,000
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 6,244 200   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 199 199   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,391 82,347   43,000
25 Contributions, gifts, grants paid....... 100,620 100,620
26 Total expenses and disbursements. Add lines 24 and 25 232,011 82,347   143,620
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 300,759
b Net investment income (if negative, enter -0-) 450,423
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............. 24,972 322,371 322,371
2 Savings and temporary cash investments.........      
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)....... 6,826,328 Click to see attachment4,134,157 4,134,157
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)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 6,851,300 4,456,528 4,456,528
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 6,851,300 4,456,528
29 Total net assets or fund balances (see instructions)..... 6,851,300 4,456,528
30 Total liabilities and net assets/fund balances (see instructions). 6,851,300 4,456,528
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
6,851,300
2
Enter amount from Part I, line 27a .....................
2
300,759
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,152,059
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,695,531
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,456,528
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 The Trade Desk Inc P 2018-04-25 2021-12-15
b Teladoc Health Inc P 2018-12-19 2022-01-21
c The Trade Desk Inc P 2018-04-25 2022-02-10
d IPG Photonics Corp P 2013-05-01 2022-03-09
e Docusign Inc P 2019-06-07 2022-03-11
Paycom Software Inc P 2018-10-25 2022-03-14
Meta Platforms Inc P 2016-12-06 2022-04-27
The Trade Desk Inc P 2018-04-25 2022-05-10
Veeva Systems Inc P 2018-04-13 2022-06-01
(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 61,981   3,607 58,374
b 73,040   50,116 22,924
c 106,756   6,698 100,058
d 53,274   26,980 26,294
e 72,250   47,328 24,922
148,190   64,020 84,170
81,126   55,165 25,961
132,653   15,457 117,196
50,459   21,593 28,866
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       58,374
b       22,924
c       100,058
d       26,294
e       24,922
      84,170
      25,961
      117,196
      28,866
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 2 488,765
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 6,261
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 6,261
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 4,400
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 4,400
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 1,861
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 taxBullet   RefundedBullet 11  
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)
    bulletOH
    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 ofbulletMurray Sinclaire Jr Telephone no.bullet (513) 509-1650

    Located atbullet700 Walnut St Suite 460CincinnatiOH ZIP+4bullet45202
    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
    Murray Sinclaire Jr President
    1.00     		0 0 0
    580 Walnut Street PH 1412
    Cincinnati,OH45202
    J Robin Sinclaire Treasurer
    0.50     		0 0 0
    580 Walnut Street PH 1412
    Cincinnati,OH45202
    Cristina A Sinclaire Secretary
    0.50     		0 0 0
    1300 13th St NW 705
    Washington,DC20005
    Leila R Sinclaire Trustee
    0.50     		0 0 0
    1424 Josephine Street
    Berkeley,CA94703
    Elizabeth B Sinclaire Trustee
    0.50     		0 0 0
    615 Tennessee Avenue
    San Francisco,CA94107
    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
    4,861,190
    b
    Average of monthly cash balances.......................
    1b
    317,375
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    5,178,565
    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
    5,178,565
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    77,678
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    5,100,887
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    255,044
    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
    255,044
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    6,261
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,261
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    248,783
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    248,783
    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
    248,783
    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 7 248,783
    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......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 143,620
    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..... 143,620
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		105,163
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021....  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Murray Sinclaire Jr
    700 Walnut Street Suite 460
    Cincinnati,OH45202
    (513) 509-1650
    bThe form in which applications should be submitted and information and materials they should include:
    Letter requesting specific funds and details of specific use of the funds
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    Activities Beyond the Classroom
    635 West Seventh Street Suite 301
    Cincinnati,OH45203     		None 501(c)(3) HS Students Extracurricular Activities 100
    Alliance for Change
    PO Box 590930
    San Francisco,CA941590930     		None 501(c)(3) Civil Liberty 1,500
    Art Academy of Cincinnati
    1212 Jackson Street
    Cincinnati,OH45202     		None 501(c)(3) Arts 250
    Athenaeum Music & Arts Library
    1008 Wall Street
    La Jolla,CA92037     		None 501(c)(3) Educational Programs 500
    Border Angels
    2258 Island Avenue
    San Diego,CA92102     		None 501(c)(3) Civil Liberty 1,000
    Breakthrough Cincinnati
    6905 Given Road
    Cincinnati,OH45243     		None 501(c)(3) Education 100
    Center for Technology and Civic Life (CAS)
    233 N Michigan Avenue Suite 1800
    Chicago,IL606015802     		None 501(c)(3) Civil Liberty 1,500
    Cincinnati Art Museum
    953 Eden Park Drive
    Cincinnati,OH45202     		None 501(c)(3) Arts 5,000
    Cincinnati Nature Center
    4949 Tealtown Road
    Milford,OH45150     		None 501(c)(3) Environmental Education & Outdoor Survival Programs 100
    Cincinnati Opera
    1243 Elm Street
    Cincinnati,OH45202     		None 501(c)(3) Arts 5,000
    Cincinnati Parks Foundation
    421 Oak Streeet
    Cincinnati,OH45219     		None 501(c)(3) Parks and Playground 100
    Cincinnati Playhouse in the Park
    962 Mt Adams Circle
    Cincinnati,OH45202     		None 501(c)(3) Theatrical Support 100
    Cincinnati Public Radio
    1223 Central Parkway
    Cincinnati,OH45214     		None 501(c)(3) Journalism 5,000
    Cincinnati Symphony and Pops Orchestra
    1241 Elm Street
    Cincinnati,OH45202     		None 501(c)(3) Arts 250
    Cincinnati Works
    708 Walnut Street 2nd Floor
    Cincinnati,OH45202     		None 501(c)(3) Fight Against Poverty 250
    Cincinnati Zoo
    3400 Vine Street
    Cincinnati,OH45202     		None 501(c)(3) Educational Program 3,250
    Civic Garden Center
    2715 Reading Road
    Cincinnati,OH45206     		None 501(c)(3) Botanical, Horticultural & Landscape Services 100
    Clifton Cultural Arts Center
    PO Box 20041
    Cincinnati,OH45220     		None 501(c)(3) Arts 21,000
    Corporation for Findlay Market
    PO Box 14727
    Cincinnati,OH45205     		None 501(c)(3) Economic Development 100
    Crayons to Computers
    1350 Tennessee Avenue
    Cincinnati,OH45229     		None 501(c)(3) Educatonal Supplies 100
    Deer Hill Foundation
    PO Box 180
    Mancos,CO91328     		None 501(c)(3) Education 2,500
    Doctors Without Borders
    40 Rector Street 18th Floor
    New York,NY10006     		None 501(c)(3) International Development Relief Services 250
    Earth Island Institute
    2150 Allston Way Suite 460
    Berkeley,CA94704     		None 501(c)(3) Natural Resources Conservation & Protection 100
    FreeStoreFoodBank
    1141 Central Parkway
    Cincinnati,OH45202     		None 501(c)(3) Food Banks 100
    From The Top
    PO Box 845429
    Boston,MA022845429     		None 501(c)(3) Music Scholarship 100
    Habitat for Humanity
    322 W Lamar Street
    Americus,GA317093543     		None 501(c)(3) Poverty Support 100
    Heifer International
    1 World Avenue
    Little Rock,AR72202     		None 501(c)(3) International Relief 100
    High Mountain Institute
    531 County Road A
    Leadville,CO80461     		None 501(c)(3) Education 100
    Hillside Trust
    710 Tusculum Avenue Alms Park
    Cincinnati,OH452261770     		None 501(c)(3) Preservation of Landscape 100
    Hospice of Cincinnati
    4360 Cooper Road Suite 300
    Cincinnati,OH45242     		None 501(c)(3) End of Life Support 100
    Jewish Federation Cincinnati
    8499 Ridge Road
    Cincinnati,OH45236     		None 501(c)(3) Education 100
    KPBS
    5200 Campanile Drive
    San Diego,CA092825400     		None 501(c)(3) Journalism 1,200
    Lighthouse Youth & Family Services
    401 East MacMillan Street
    Cincinnati,OH45206     		None 501(c)(3) Health Care 100
    Madeline Gordon Gifts of Life Foundation
    PO Box 6945
    Cincinnati,OH45206     		None 501(c)(3) Health and Education 100
    People Working Cooperatively
    4612 Paddock Road
    Cincinnati,OH45229     		None 501(c)(3) Housing Repairs for Low-Income People 100
    Soteni International
    103 Wm Howard Taft Road
    Cincinnati,OH45219     		None 501(c)(3) Global Health, Security and Education 100
    SPCA Fund
    11900 Conrey Road
    Cincinnati,OH45249     		None 501(c)(3) Education 500
    Summer Search
    101 Howard Street Suite 250
    San Francisco,CA94105     		None 501(c)(3) Employment Procurement Assistance; Job Training 100
    Tandana Corporation
    2933 Lower Bellbrook Road
    Spring Valley,OH45370     		None 501(c)(3) Educational 100
    Tender Mercies
    27 W 12 Street
    Cincinnati,OH45202     		None 501(c)(3) Fight Against Poverty 100
    The Nature Conservancy
    4245 N Fairfax Drive Suite 100
    Arlington,VA22203     		None 501(c)(3) Conservation 250
    Weston Art Gallery - Cincinnati Arts Association
    650 Walnut Street
    Cincinnati,OH452022517     		None 501(c)(3) Arts 2,500
    Working Dogs for Conservation
    PO Box 280
    Bozeman,MT59771     		None 501(c)(3) Conservation and Research 100
    The Children's Home
    5050 Madison Road
    Cincinnati,OH45227     		None 501(c)(3) Education and Behavioral Health 100
    Clever Crazes for Kids
    625 Eden Park Drive 200
    Cincinnati,OH45202     		None 501(c)(3) Educational 100
    De Cavel Family SIDS Foundation
    PO Box 3243
    Cincinnati,OH45220     		None 501(c)(3) Philanthropy and Voluntarism 250
    DePaul Cristo Rey High School
    1133 Clifton Hills Ave
    Cincinnati,OH45220     		None 501(c)(3) Education 100
    East Walnut Hills Assembly
    PO Box 68050
    Cincinnati,OH45206     		None 501(c)(3) Community Coalitions 100
    Joy
    10117 Old 3-C Highway PO Box 417
    Clacksville,OH45113     		None 501(c)(3) Education 100
    Manifest Gallery
    2727 Woodburn Ave PO Box 6218
    Cincinnati,OH45206     		None 501(c)(3) Arts/Education 1,100
    Mills Creek Alliance
    1223 Jefferson Avenue
    Reading,OH45215     		None 501(c)(3) Education 100
    Mingei International Museum
    1439 El Prado
    San Diego,CA92101     		None 501(c)(3) Arts, Culture, Humanities 500
    Museum of Contemporary Arts San Diego
    700 Prospect Street
    La Jolla,CA92037     		None 501(c)(3) Arts, Culture, Humanities 300
    Natal Pro-Choice America
    1725 Eye Street NW 900
    Washington,DC20006     		None 501(c)(3) Advocacy and Education 250
    National Public Radio
    1111 N Capital Street NE
    Washington,DC20002     		None 501(c)(3) Journalism 40,000
    Ohio Citizens for the Arts Foundation
    144 E State Street
    Columbus,OH43215     		None 501(c)(3) Arts, Cultural 120
    OTR Chamber of Commerce
    1805 Elm Street 3rd Floor
    Cincinnati,OH45202     		None 501(c)(3) Human Services Support 100
    Planned Parenthood of SW Ohio
    2314 Auburn Ave
    Cincinnati,OH45219     		None 501(c)(3) Family Planning Education 250
    ProKids
    2605 Burnet Ave
    Cincinnati,OH45219     		None 501(c)(3) Human Services Support 100
    San Diego Food Bank
    9850 Distribution Ave
    San Diego,CA92121     		None 501(c)(3) Food Banks 100
    Taft Museum of Art
    316 Pike Street
    Cincinnati,OH45202     		None 501(c)(3) Arts 150
    World Central Kitchen
    200 Massachusetts Ave NW 7th Floor
    Washington,DC20001     		None 501(c)(3) Food Banks 2,500
    YMCA Greater Cincinnati
    898 Walnut Street
    Cincinnati,OH45202     		None 501(c)(3) Human Services Support 100
    Total .................................bullet 3a 100,620
    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 ............     		    18 488,765  
    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) .. 0 532,770 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    532,770
    (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:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 2,800 2,800   0

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Name of Stock End of Year Book Value End of Year Fair Market Value
    Abbvie Inc COM 103,212 103,212
    Adobe Systems - 1500 shrs 191,100 191,100
    Air Lease Corp Cl A- 2000 shrs 52,935 52,935
    Alphabet Inc Cap Stk Cl C- 100 shrs 88,980 88,980
    Alphabet Inc Cap Stk Cl A- 100 shrs 88,839 88,839
    Amazon Com Inc- 200 SHRS 194,636 194,636
    AMN Healthcare Svcs Inc. COM shrs 2000 117,970 117,970
    Apple, Inc. - 3000 shrs 490,688 490,688
    AXOS FINANCIAL INC COMMON STOCK 77,920 77,920
    Bank Amer Corp- 3000 SHRS 84,694 84,694
    Blackrock Inc Com- 200 SHRS 60,716 60,716
    CItiGroup Inc- 1000 Shrs 55,032 55,032
    Costco Wholesale Corp - 1000 shrs 235,705 235,705
    CVS Caremark - 1500 shrs 82,578 82,578
    Intuitive Surgical, Inc. - 200 Shrs 207,035 207,035
    Johnson & Johnson 86,985 86,985
    JP Morgan Chase - 1000 shrs 59,164 59,164
    Microsoft Corp COM 218,202 218,202
    O Reilly Automotive, Inc. - 1000 shrs 313,939 313,939
    Paypal HLDGS 78,565 78,565
    Pepsico, INc. - 1000 shrs 72,632 72,632
    Salesforce.com INC COM 76,417 76,417
    Scotts Miracle Go Co - 1000 Shrs 21,578 21,578
    Veeva Systems Inc Class A Common Stock 83,970 83,970
    VERIZON COMMUNICATIONS 74,740 74,740
    Visa Inc COM CL A 97,365 97,365
    BROOKFIELD INFRASTRUCTURE PARTNERS L P UNITS 76,944 76,944
    BROOKFIELD RENEWABLE PARTNERS LP 87,540 87,540
    Medtronic PLC Com 61,575 61,575
    Omega Healthcare Investors 29,873 29,873
    Welltower Inc COM 61,040 61,040
    INMODEL LTD COM 137,280 137,280
    Amyris Inc Com 19,670 19,670
    Upstart Hldgs Inc Com 11,590 11,590
    Horizon Therapeutics PLC 62,320 62,320
    Advanced Micro Devices Inc Com 30,030 30,030
    Goldman Sachs Group Inc Com 68,902 68,902
    Merck & Co Inc Com 101,200 101,200
    Qualcomm Inc 70,596 70,596

    TY 2021 OtherDecreasesSchedule
    Name:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Description Amount
    Unrealized Loss 2,695,531


    TY 2021 OtherExpensesSchedule
    Name:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Fees 199 199   0


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management 36,148 36,148   0
    Management fees 86,000 43,000   43,000


    TY 2021 TaxesSchedule
    Name:
    Earthward Bound Foundation
    EIN:
    23-7429274
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Ohio Tax 200 200   0
    Federal Taxes 6,044 0   0