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
RICE FAMILY FOUNDATION
C/O JAMES A BOWDITCH
Number and street (or P.O. box number if mail is not delivered to street address)620 NE VINEYARD LANE B304
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BAINBRIDGE ISLAND, WA981102431
A Employer identification number

36-3529826
B Telephone number (see instructions)

(206) 780-0387
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$10,526,858J 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 1,641 1,641  
4 Dividends and interest from securities... 213,499 213,499  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 119,143
b Gross sales price for all assets on line 6a 974,443
7 Capital gain net income (from Part IV, line 2)... 119,143
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........ 334,283 334,283  
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 2,205 1,103   1,102
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,506 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 352 150   202
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 4,063 1,253   1,304
25 Contributions, gifts, grants paid....... 690,000 690,000
26 Total expenses and disbursements. Add lines 24 and 25 694,063 1,253   691,304
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -359,780
b Net investment income (if negative, enter -0-) 333,030
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............. 267,157 212,161 212,161
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)....... 1,046,705 Click to see attachment989,585 1,764,801
c Investments—corporate bonds (attach schedule)....... 1,885,485 Click to see attachment1,437,305 1,395,275
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 4,343,727 Click to see attachment4,544,243 7,154,621
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,543,074 7,183,294 10,526,858
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........... 7,543,074 7,183,294
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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,543,074 7,183,294
30 Total liabilities and net assets/fund balances (see instructions). 7,543,074 7,183,294
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,543,074
2
Enter amount from Part I, line 27a .....................
2
-359,780
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,183,294
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
7,183,294
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 PUBLICLY TRADED SECURITIES P    
b CAPITAL GAINS DIVIDENDS P    
c
d
e
(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 823,754   855,300 -31,546
b 150,689     150,689
c
d
e
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       -31,546
b       150,689
c
d
e
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 2 119,143
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 4,629
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 4,629
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 9,294
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 9,294
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 4,665
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet4,665 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 ofbulletCAROL R BOWDITCH Telephone no.bullet (206) 780-0387

    Located atbullet620 NE VINEYARD LANE B304BAINBRIDGE ISLANDWA ZIP+4bullet981102431
    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
    CAROL R BOWDITCH DIRECTOR
    0.00     		0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA98110
    EMILY R DOUGLASS DIRECTOR
    0.00     		0 0 0
    11 EVERGREEN ROAD
    NORTH OAK,MN55127
    JAMES A BOWDITCH DIRECTOR
    0.00     		0 0 0
    620 NE VINYARD LANE B304
    BAINBRIDGE ISLAND,WA98110
    LYNN D RICE DIRECTOR
    0.00     		0 0 0
    6992 FRIENDSHIP LANE
    MIDDLETON,WI53562
    HILARY R SONSTEGARD DIRECTOR
    0.00     		0 0 0
    4216 ZENITH AVE
    MINNEAPOLIS,MN55410
    JAMES ARTHUR BOWDITCH DIRECTOR
    0.00     		0 0 0
    2723 PINNACLE PLACE
    MISSOULA,MT59807
    ANDREW J RICE DIRECTOR
    0.00     		0 0 0
    5764 PHIL LEWIS WAY
    MIDDLETON,WI53562
    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 NOT APPLICABLE 0
    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 NOT APPLICABLE 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    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
    10,991,506
    b
    Average of monthly cash balances.......................
    1b
    478,032
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,506
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,471,044
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    11,471,044
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    172,066
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    11,298,978
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    564,949
    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
    564,949
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    4,629
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    4,629
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    560,320
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    560,320
    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
    560,320
    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 7 560,320
    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...... 47,539
    b From 2017...... 83,970
    c From 2018...... 45,883
    d From 2019...... 76,456
    e From 2020......  
    f Total of lines 3a through e ........ 253,848
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 691,304
    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..... 560,320
    e Remaining amount distributed out of corpus 130,984
    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 5 384,832
    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) ...     		47,539
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		337,293
    10 Analysis of line 9:
    a Excess from 2017.... 83,970
    b Excess from 2018.... 45,883
    c Excess from 2019.... 76,456
    d Excess from 2020....  
    e Excess from 2021.... 130,984
    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
    ACLU OF WASHINGTON FOUNDATION
    PO BOX 2728
    SEATTLE,WA981112728     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    ALZHEIMER'S ASSOCIATION
    225 NORTH MICHIGAN AVENUE 17TH
    FLOOR
    CHICAGO,IL60601     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 15,000
    AMERICAN RED CROSS
    431 18TH STREET NW
    WASHINGTON,DC20006     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    AMERICASHARE
    15 WEST 26TH STREET
    NEW YORK,NY10010     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 12,000
    ARIZONA STATE UNIVERSITY FOUNDATION
    PO BOX 878404
    TEMPE,AZ852878404     		  PC EDUCATIONAL PROGRAM SUPPORT 20,000
    AVAIL ACADEMY
    4015 INGLEWOOD AVENUE S
    EDINA,MN55416     		  PC EDUCATIONAL PROGRAM SUPPORT 10,000
    BAINBRIDGE SCHOOLS FOUNDATION
    8489 MADISON AVENUE NE
    BAINBRIDGE ISLAND,WA98110     		  PC EDUCATIONAL PROGRAM SUPPORT 2,000
    BAINBRIDGE YOUTH SERVICES
    8533 MADISON AVENUE
    BAINBRIDGE ISLAND,WA98110     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    BALLARD FOOD BANK
    5130 LEARY AVENUE NW
    SEATTLE,WA98107     		  PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    BARRE HISTORICAL SOCIETY
    PO BOX 755
    BARRE,MA01005     		  PC CONSERVANCY PROGRAM SUPPORT 5,000
    BARRINGTON AREA COUNCIL ON AGING
    6000 GARLANDS LANE SUITE 100
    BARRINGTON,IL60010     		  PC HUMAN SERVICES PROGRAM SUPPORT 7,500
    BOULDER JUNCTION COMMUNITY FOUNDATION
    PO BOX 675
    BOULDER JUNCTION,WI54512     		  PC HUMAN SERVICES PROGRAM SUPPORT 4,000
    BOY SCOUTS OF AMERICA NORTHERN STAR COUNCIL
    6202 BLOOMINGTON ROAD
    ST PAUL,MN55111     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    CAMP MANITO-WISH YMCA
    PO BOX 246
    BOULDER JUNCTION,WI545120246     		  PC HUMAN SERVICES PROGRAM SUPPORT 40,000
    CASTING 4 A CURE
    16933 SW COBBLESTONE DRIVE
    SHERWOOD,OR97140     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 4,000
    CHILDREN'S HOSPITAL AND CLINICS OF MINNESOTA
    2525 CHICAGO AVENUE SOUTH
    MINNEAPOIS,MN55404     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 20,000
    COLORADO COLLEGE
    PO BOX 1117
    COLORADO SPRINGS,CO809019897     		  PC EDUCATIONAL PROGRAM SUPPORT 2,000
    COMMUNITY CHURCH OF BARRINGTON
    407 SOUTH GROVE AVENUE
    BARRINGTON,IL600104445     		  PC RELIGIOUS PROGRAM SUPPORT 30,000
    COURAGE KENNY FOUNDATION
    3915 GOLDEN VALLEY RD MR 78414
    MINNEAPOLIS,MN55422     		  PC HUMAN SERVICES PROGRAM SUPPORT 6,000
    COVENANT PINES BIBLE CAMP
    43696 245TH PLACE
    MCGREGOR,MN55760     		  PC RELIGIOUS PROGRAM SUPPORT 5,000
    DEPAUW UNIVERSITY
    PO BOX 37
    GREENCASTLE,IN461351736     		  PC EDUCATIONAL PROGRAM SUPPORT 6,000
    DOMESTIC ABUSE INTERVENTION SERVICES
    2102 FORDEM AVENUE
    MADISON,WI53704     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    EARTHCORPS
    6310 NE 74TH STREET SUITE 201E
    SEATTLE,WA98115     		  PC CONSERVANCY PROGRAM SUPPORT 5,000
    EVERY MEAL
    2723 PATTON ROAD
    ROSEVILLE,MN55113     		  PC HUMAN SERVICES PROGRAM SUPPORT 10,000
    FIRST PRESBYTERIAN CHURCH OF MISSOULA
    235 SOUTH FIFTH STREET W
    MISSOULA,MT59801     		  PC RELIGIOUS PROGRAM SUPPORT 2,000
    FIRST PRESBYTERIAN CHURCH OF PETOSKEY
    501 EAST MITCHELL STREET
    PETOSKEY,MI49770     		  PC RELIGIOUS PROGRAM SUPPORT 6,000
    FIVE VALLEYS LAND TRUST INC
    120 HICKORY STREET
    MISSOULA,MT59801     		  PC CONSERVANCY PROGRAM SUPPORT 3,000
    FLINT CREEK WILDLIFE REHABILITATION
    117 SOUTH COOK STREET
    BARRINGTON,IL60010     		  PC CONSERVANCY PROGRAM SUPPORT 35,000
    FORBUSH CORNER NORDIC
    PO BOX 118
    GAYLORD,MI49734     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    FRIENDS OF PHEASANT BRANCH CONSERVANCY
    PO BOX 628242
    MIDDLETON,WI53562     		  PC CONSERVANCY PROGRAM SUPPORT 2,500
    GALAPAGOS CONSERVANCY
    11150 FAIRFAX BOULEVARD SUITE 408
    FAIRFAX,VA22030     		  PC EDUCATIONAL PROGRAM SUPPORT 7,500
    GO GIRL GOLF
    9567 OLYMPUS BEACH RD
    BAINBRIDGE ISLAND,WA98110     		  PC HUMAN SERVICES PROGRAM SUPPORT 2,000
    GRANITE PEAK SKI TEAM
    PO BOX 2151
    WAUSAU,WI54402     		  PC HUMAN SERVICES PROGRAM SUPPORT 2,000
    HABITAT FOR HUMANITY OF KITSAP COUNTY
    3559 WHEATON WAY
    BREMERTON,WA98310     		  PC HUMAN SERVICES PROGRAM SUPPORT 10,000
    HELPLINE HOUSE
    282 KNECHTEL WAY NE
    BAINBRIDGE ISLAND,WA98110     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    HOPE COLLEGE
    PO BOX 9000
    HOLLAND,MI494229000     		  PC EDUCATIONAL PROGRAM SUPPORT 8,000
    HOSPITALITY HOUSE YOUTH DEVELOPMENT
    PO BOX 11008
    MINNEAPOLIS,MN55411     		  PC HUMAN SERVICES PROGRAM SUPPORT 12,000
    ISLAND VOLUNTEER CAREGIVERS
    PO BOX 11253
    BAINBRIDGE ISLAND,WA98110     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    LITTLE TRAVERSE BAY YOUNG LIFE
    PO BOX 215
    PETOSKEY,MI49770     		  PC HUMAN SERVICES PROGRAM SUPPORT 2,000
    LITTLE TRAVERSE CONSERVANCY
    3264 POWELL ROAD
    HARBOR SPRINGS,MI49740     		  PC CONSERVANCY PROGRAM SUPPORT 5,000
    MADISON COUNTRY DAY SCHOOL
    5606 RIVER ROAD
    WAUNAKEE,WI53597     		  PC EDUCATIONAL PROGRAM SUPPORT 5,000
    MC LAX INC
    800 GREEN LEAF CIRCLE
    WAUSAU,WI54401     		  PC HUMAN SERVICES PROGRAM SUPPORT 15,000
    MIDDLETON GATOR SWIM & DIVE TEAM
    PO BOX 6288183
    MIDDLETON,WI53562     		  PC HUMAN SERVICES PROGRAM SUPPORT 20,000
    MIDDLETON OUTREACH MINISTRY INC
    3502 PARMENTER ST
    MIDDLETON,WI53562     		  PC HUMAN SERVICES PROGRAM SUPPORT 1,500
    MINNEHAHA ACADEMY
    3100 WEST RIVER PARKWAY
    MINNEAPOLIS,MN55406     		  PC EDUCATIONAL PROGRAM SUPPORT 35,000
    MONTANA STATE UNIVERSITY - JAKE JABS COLLEGE OF BUSINESS AND ENTREPRENEURSH
    PO BOX 172750
    BOZEMAN,MT597172750     		  PC EDUCATIONAL PROGRAM SUPPORT 5,000
    NANTUCKET CONSERVATION FOUNDATION
    PO BOX 13
    NANTUCKET,MA02554     		  PC CONSERVANCY PROGRAM SUPPORT 12,000
    NANTUCKET LAND COUNCIL
    PO BOX 502
    NANTUCKET,MA02554     		  PC CONSERVANCY PROGRAM SUPPORT 12,000
    NATIONAL GEOGRAPHIC SOCIETY
    1145 17TH STREET NW
    WASHINGTON,DC22036     		  PC CONSERVANCY PROGRAM SUPPORT 5,000
    NATIONAL PARKS FOUNDATION
    1110 VERMONT AVENUE SUITE 200
    WASHINGTON,DC20005     		  PC CONSERVANCY PROGRAM SUPPORT 10,000
    NATURE CONSERVANCY IN MINNESOTA
    1101 WEST RIVER PARKWAY SUITE 200
    MINNEAPOLIS,MN554151291     		  PC CONSERVANCY PROGRAM SUPPORT 10,000
    NOAH'S HOPE - HOPE 4 BRIDGET FOUNDATION
    PO BOX 36
    BARRINGTON,IL60010     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 2,000
    NORTH PARK UNIVERSITY
    3225 WEST FOSTER AVE
    CHICAGO,IL606254895     		  PC EDUCATIONAL PROGRAM SUPPORT 10,000
    NORTHMEN DEN YOUTH PANTRIES INC
    PO BOX 2085
    PETOSKEY,MI49770     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    NORTHWESTERN UNIVERSITY
    1201 DAVIS STREET
    EVANSTON,IL60208     		  PC ATHLETICS DEPARTMENT 5,000
    NORTHWESTERN UNIVERSITY - BIENEN SCHOOL OF MUSIC
    1201 DAVIS STREET
    EVANSTON,IL602082405     		  PC EDUCATIONAL PROGRAM SUPPORT 16,000
    OPERATION NO LIMITS
    7555 4TH AVENUE
    LINO LAKES,MN55014     		  PC HUMAN SERVICES PROGRAM SUPPORT 2,000
    OPPORTUNITY RESOURCES
    2821 SOUTH RUSSELL STREET
    MISSOULA,MT59801     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    PARTNERS IN HEALTH
    PO BOX 996
    FREDERICK,MD217059942     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    PEO FOUNDATION
    3700 GRAND AVE
    DES MOINES,IA503122899     		  PC HUMAN SERVICES PROGRAM SUPPORT 10,000
    PIGEON RIVER COUNTRY ASSOCIATION
    PO BOX 122
    GAYLORD,MI49734     		  PC CONSERVANCY PROGRAM SUPPORT 3,000
    RUFFED GROUSE SOCIETY
    451 MCCORMICK ROAD
    CORAOPOLIS,PA15108     		  PC CONSERVANCY PROGRAM SUPPORT 1,000
    SALEM COVENANT CHURCH
    2655 FIFTH STREET NW
    NEW BRIGHTON,MN55112     		  PC RELIGIOUS PROGRAM SUPPORT 16,000
    SALVATION ARMY
    PO BOX 269
    ALEXANDRIA,VA22313     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    SALVATION ARMY - NORTHERN DIVISION
    2445 PRIOR AVEUE N
    ROSEVILLE,MN55113     		  PC HUMAN SERVICES PROGRAM SUPPORT 20,000
    SAMARITAN COUNSELING CENTER
    1000 HART ROAD SUITE 201
    BARRINGTON,IL60010     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    SEATTLE ANIMAL SHELTER
    2061 15TH AVENUE W
    SEATTLE,WA98119     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    SEATTLE CANCER CARE ALLIANCE
    PO BOX 24385
    SEATTLE,WA981240385     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 8,000
    SMITH COLLEGE
    23 ELM STREET
    NORTHAMPTON,MA01063     		  PC EDUCATIONAL PROGRAM SUPPORT 15,000
    SPARE KEY
    101 EAST FIFTH ST SUITE 1100
    ST PAUL,MN551012233     		  PC HUMAN SERVICES PROGRAM SUPPORT 10,000
    ST PAUL CHAMBER ORCHESTRA
    408 ST PETER STREET SUITE 500
    ST PAUL,MN551021497     		  PC MUSIC & ARTS PROGRAM SUPPORT 20,000
    STABLE HANDS EQUINE THERAPY CENTER
    225780 RIB MOUNTAIN DRIVE PMB 243
    WAUSAU,WI544013341     		  PC HUMAN SERVICES PROGRAM SUPPORT 1,000
    SUSAN G KOMEN FOUNDATION
    5005 LBJ FREEWAY SUITE 526
    DALLAS,TX75244     		  PC MEDICAL CARE & RESEARCH PROGRAM SUPPORT 14,000
    TETON COUNTY SEARCH AND RESCUE FOUNDATION
    300 SOUTH BATCH PLANT ROAD
    JACKSON,WY83001     		  PC HUMAN SERVICES PROGRAM SUPPORT 1,000
    TROUT UNLIMITED INC
    1777 NORTH KENT STREET SUITE 100
    ARLINGTON,VA22209     		  PC CONSERVANCY PROGRAM SUPPORT 4,000
    TWIN CITIES HABITAT FOR HUMANITY
    1954 UNIVERSITY AVENUE W
    ST PAUL,MN55104     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    TWIN CITIES OPERA GUILD
    1043 GRAND AVENUE SUITE 189
    ST PAUL,MN55105     		  PC MUSIC & ARTS PROGRAM SUPPORT 12,000
    WASHINGTON TRAILS ASSOCIATION
    705 SECOND AVENUE SUITE 300
    SEATTLE,WA98104     		  PC CONSERVANCY PROGRAM SUPPORT 2,000
    WOMEN'S COMMUNITY INC OF WAUSAU
    3200 HILLTOP AVENUE
    WAUSAU,WI54401     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    WOMEN'S RESOURCE CENTER OF NORTHERN MICHIGAN
    423 PORTER STREET
    PETOSKEY,MI49770     		  PC HUMAN SERVICES PROGRAM SUPPORT 3,000
    YALE UNIVERSITY
    PO BOX 2038
    NEW HAVEN,CT065212038     		  PC EDUCATIONAL PROGRAM SUPPORT 15,000
    YOUTH HOMES
    PO BOX 7616
    MISSOULA,MT598077616     		  PC HUMAN SERVICES PROGRAM SUPPORT 5,000
    Total .................................bullet 3a 690,000
    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 ...........     		    14 1,641  
    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 ............     		    18 119,143  
    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) .. 0 334,283 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    334,283
    (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:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREP FEES 2,205 1,103   1,102

    TY 2021 AllOthProgRltdInvestmentsSch
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount
    NOT APPLICABLE 0

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Name of Bond End of Year Book Value End of Year Fair Market Value
    WELLS FARGO & CO 8/15/23 102,016 99,580
    CD FL ST PETERSB RAYMOND JAMES BNK 6/30/2023 245,000 241,024
    CD NY GOLDMAN SACHS BNK 11/20/2023 100,000 97,605
    CD NY PURCHASE MORGAN STANLEY PVT BK 5/30/2024 225,000 217,667
    CD UT SALT LAKE MORGAN STANLEY 12/19/2023 45,000 43,647
    CD UT SALT LAKE SALLIE MAE 10/16/2024 145,289 137,257
    CD UT SALT LAKE MORGAN STANLEY 5/30/2024 200,000 193,482
    CD UT SLC UBS BANK 8/31/2023 150,000 148,136
    CD VA GLEN ALLEN CAP ONE 5/12/2025 100,000 95,861
    CD VA MCLEAN CAPITAL ONE 5/30/24 125,000 121,016

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Name of Stock End of Year Book Value End of Year Fair Market Value
    3M CO 99,140 163,761
    ABBVIE INC 129,358 322,360
    APPLE INC 67,448 518,105
    AT&T INC 176,359 154,240
    INTEL CORP 198,438 180,420
    J M SMUCKER 97,899 231,015
    VERIZON COMMUNICATIONS 220,943 194,900

    TY 2021 InvestmentsOtherSchedule2
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    INVESCO QQQ TR SER 1 AT COST 332,968 2,097,524
    SPDR S&P MIDCAP AT COST 306,264 893,912
    VANGUARD VALUE INDEX FUND ETF SHARES AT COST 588,884 621,520
    AMERCAN NEW WORLD FUND AT COST 368,495 371,882
    AMERICAN CAPITAL WORLD G&I AT COST 447,929 556,982
    AMERICAN EURO PACIFIC GROWTH AT COST 370,471 428,268
    FIRST EAGLE GLOBAL FUND CLASS A AT COST 600,049 703,815
    JANUS HENDERSON BALANCED FUND CLASS A AT COST 1,048,814 1,086,201
    VANGUARD SMALL CAP VALUE AT COST 180,369 178,017
    PREFERRED STK BOA 4.25% AT COST 50,000 35,700
    PREFERRED STK BOA 4.125% AT COST 150,000 106,140
    PREFERRED STK JP MORGAN 4.625% AT COST 50,000 39,680
    PREFERRED STK PUBLIC STORAGE 4.00% AT COST 50,000 34,980

    TY 2021 OtherExpensesSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    IL FILING FEE 25 0   25
    BANK FEES 175 150   25
    POSTAGE 152 0   152


    TY 2021 TaxesSchedule
    Name:
    RICE FAMILY FOUNDATION
     
    C/O JAMES A BOWDITCH
    EIN:
    36-3529826
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2022 ESTIMATED EXCISE TAX 1,506 0   0