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 06-01-2021 , and ending 05-31-2022
Name of foundation
POST FAMILY FOUNDATION TR
 
Number and street (or P.O. box number if mail is not delivered to street address)333 TEXAS STREET STE 699
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SHREVEPORT, LA71101
A Employer identification number

58-6463580
B Telephone number (see instructions)

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$4,240,514
J 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 26,300 26,300  
4 Dividends and interest from securities... 69,097 69,097  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 68,198
b Gross sales price for all assets on line 6a 2,288,534
7 Capital gain net income (from Part IV, line 2)... 68,198
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)....... 4,369    
12 Total. Add lines 1 through 11........ 167,964 163,595  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 1,728 1,728    
c Other professional fees (attach schedule).... 29,088 23,977   5,111
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 7,140 1,257    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 37,956 26,962   5,111
25 Contributions, gifts, grants paid....... 258,011 258,011
26 Total expenses and disbursements. Add lines 24 and 25 295,967 26,962   263,122
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -128,003
b Net investment income (if negative, enter -0-) 136,633
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............. 9 556 556
2 Savings and temporary cash investments......... 86,313 101,113 101,113
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) 227,229 Click to see attachment163,756 153,522
b Investments—corporate stock (attach schedule)....... 2,208,179 Click to see attachment2,693,040 3,230,434
c Investments—corporate bonds (attach schedule)....... 725,386 Click to see attachment776,768 754,889
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 616,120    
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) 3,863,236 3,735,233 4,240,514
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,863,236 3,735,233
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)..... 3,863,236 3,735,233
30 Total liabilities and net assets/fund balances (see instructions). 3,863,236 3,735,233
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
3,863,236
2
Enter amount from Part I, line 27a .....................
2
-128,003
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
3,735,233
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
3,735,233
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 LOOMIS SAYLES SECURITIZED ASSET P 2021-02-19 2021-07-22
b FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-12-31
c TESCO PLC P 2020-12-10 2021-09-14
d SEI INVESTMENTS CO P 2021-01-03 2021-09-14
e RELX PLC SPONSORED P 2020-11-19 2021-09-14
AIR LIQUIDE P 2020-12-04 2021-09-14
KNORR BREMSE AG P 2020-01-14 2021-09-14
ALSTOM UNSP EACH REPR P 2020-06-25 2021-09-14
PERNOD RICARD SA P 2020-12-10 2021-09-14
PING AN INSURANCE GROUP OF P 2001-01-01 2021-09-14
WORKDAY INC COM P 2020-04-21 2021-09-14
BROWN FORMAN CORP CLASS B P 2020-06-23 2021-10-01
DELTA AIR LINES INC P 2020-06-23 2021-10-04
APTARGROUP INC P 2021-05-04 2021-09-14
BOEING CO COM P 2020-04-21 2021-09-14
META PLATFORMS INC P 2021-09-14 2022-03-25
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-07-26
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2022-03-25
JACKSON FINANCIAL INC COM P 2021-09-21 2021-10-13
PING AN INSURANCE GROUP CO OFCHINA L P 2018-02-15 2021-06-02
PING AN INSURANCE GROUP CO OFCHINA L P 2017-12-14 2021-06-02
SHIN-ETSU CHEM P 2020-06-23 2021-09-14
DAIWA HOUSE INDUSTRY CO LTD P 2019-01-17 2021-09-14
ICICI BANK LTD SPON P 2020-06-04 2021-09-14
NOVO-NORDISK S P 2016-11-01 2021-09-14
UNILEVER PLC SPONSORED NEW P 2020-06-23 2022-04-26
PARAMOUNT GLOBAL CL B P 2021-04-27 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2014-03-07 2021-06-17
STERIS PLC SHS P 2020-09-28 2021-09-14
SCHLUMBERGER LTD P 2019-12-31 2021-10-01
ALTRIA GROUP INC P 2020-06-23 2021-10-04
LOOMIS SAYLES SECURITIZED ASSET FUND P 2010-12-07 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-08-25
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2022-04-25
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-05-20 2021-06-17
KNORR BREMSE AG ADR P 2020-11-25 2021-09-14
NEWMARKET CORP P 2021-01-19 2021-09-14
LONZA GROUP AG P 2019-12-27 2021-09-14
INDUSTRIA DE DISENO TEXTIL, P 2021-05-10 2021-09-14
POST HLDGS INC P 2021-01-14 2021-10-13
SHELL PLC P 2020-12-10 2021-09-14
AES CORP P 2020-10-26 2021-09-14
SHELL PLC P 2020-06-29 2021-09-14
DEERE JOHN CAP CORP MTNS P 2020-01-02 2022-01-06
LAMB WESTON HLDGS INC COM P 2020-07-02 2021-09-14
U S TREASURY BOND DTD P 2021-02-19 2021-10-28
ROCHE HLDG LTD SPONSORED P 2020-04-30 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2020-01-02 2021-06-17
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-07-26
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-10-25
ZIMVIE INC COM P 2020-09-28 2022-03-25
COMCAST CORP 20030NBX9 P 2017-06-15 2021-06-24
LOOMIS SAYLES SECURITIZED ASSET FUND P 2017-06-15 2021-06-17
SANDVIK AB P 2020-12-10 2021-09-14
FERGUSON PLC P 2020-06-23 2021-09-14
ENN ENERGY HLDGS LTD P 2001-01-01 2021-09-14
PRUDENTIAL PLC P 2019-01-17 2021-10-01
ENEL SPA UNSPON P 2020-06-23 2021-09-14
SANOFI SPONSORED P 2020-06-23 2021-09-14
UNIVERSAL HEALTH SERVICES INC P 2021-01-12 2021-10-13
NEWMARKET CORP P 2020-01-17 2021-09-14
M&T BANK CORP P 2020-06-23 2021-09-14
HARBOR CAPITAL APPRECIATION RETI P 2021-10-14 2022-04-26
LOOMIS SAYLES SECURITIZED ASSET FUND P 2014-01-15 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2022-03-25
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2022-02-25
FHLMC MULTIFAMI CMO 2013 P 2016-05-25 2021-06-25
COMCAST CORP 20030NBX11 P 2020-01-02 2021-06-24
LOOMIS SAYLES SECURITIZED ASSET FUND P 2013-09-09 2021-06-17
MERCK KGAA SPONSORED P 2020-11-24 2021-09-14
MR PRICE GROUP LTD P 2020-06-18 2021-09-14
CHINA LONGYUAN POWER GROUP CORP LTD P 2021-03-01 2021-09-14
MAKITA CORP SPONS P 2020-06-23 2021-09-14
TESCO PLC P 2020-06-25 2021-09-14
SUNCOR ENERGY INC P 2020-06-23 2021-09-14
CERNER CORP P 2018-10-29 2021-10-13
PERRIGO CO SHS P 2020-06-23 2021-09-14
LYONDELLBASELL INDUST NV CLASS P 2020-09-24 2021-10-14
VANGUARD SMALL CAP INDEX ADM P 2021-10-19 2022-04-26
LOOMIS SAYLES SECURITIZED ASSET FUND P 2017-06-12 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-09-27
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-11-26
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-05-16 2021-06-17
SANOFI SPONSORED P 2021-04-23 2021-09-14
MERCK KGAA SPONSORED P 2020-09-03 2021-09-14
FHLMC MULTIFAMI CMO 2011 P 2011-07-14 2021-06-25
DBS GROUP HOLDINGS LTD P 2019-01-17 2021-09-14
ROYAL DSM N. V. COM P 2020-06-23 2021-09-14
SHIMANO INC X UNK P 2001-01-01 2021-09-14
SUMITOMO MITSUI FINANCIAL GROUP SPO P 2020-06-23 2021-09-14
CDK GLOBAL INC COM P 2020-01-15 2021-09-14
CINCINNATI FINANCIAL CORP P 2020-07-07 2021-09-14
COOPERATIEVE CENTRALE INC 0.03875 P 2020-01-02 2022-02-08
ALLEGHANY CORP P 2020-06-23 2021-09-14
WCM FOCUSED EMERGING MARKETS IN P 2021-09-17 2022-04-26
LOOMIS SAYLES SECURITIZED ASSET FUND P 2012-01-05 2021-06-17
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-08-25
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-12-27
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-03-28 2021-06-17
ALIBABA GROUP HLDG LTD P 2020-09-18 2021-09-14
CIA DE SANEAMENTO BASICO DO P 2020-05-22 2021-09-14
TELEKOMUNIKASI INDONESIA TBK PT P 2019-01-17 2021-09-14
GRUPO FINANCIERO BANORTE SAB DE P 2020-06-04 2021-09-14
AUTOHOME INC SP X P 2001-01-01 2021-09-14
AES CORP P 2020-06-23 2021-09-14
HITACHI LTD 10 COM P 2020-06-23 2021-09-14
W P CAREY INC COM P 2020-07-29 2021-10-13
DOLLAR TREE INC P 2020-06-23 2021-10-13
SUNTRUST BANK SR GLBL NT P 2020-06-17 2022-04-18
U S TREASURY BOND DTD P 2021-02-23 2021-10-28
3M CO P 2021-09-14 2022-03-25
LOOMIS SAYLES SECURITIZED ASSET FUND P 2013-06-13 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2022-05-25
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2022-01-10
LOOMIS SAYLES SECURITIZED ASSET FUND P 2013-10-02 2021-06-17
ALSTOM UNSP P 2020-12-10 2021-09-14
SUNCOR ENERGY INC P 2021-02-22 2021-09-14
DEERE & CO COM P 2020-05-01 2022-03-25
VESTAS WIND SYSTEM A/S P 2020-06-26 2021-09-14
YUM CHINA HLDGS INC COM P 2018-05-03 2021-09-14
VIVENDI SA P 2020-06-23 2021-09-14
RELX PLC SPONSORED P 2020-06-23 2021-09-14
SENSATA TECHNOLOGIES HOLDING PLC P 2020-01-14 2021-09-14
ALLISON TRANSMISSION HLDGS P 2020-06-23 2021-09-14
OTIS WORLDWIDE CORPORATION COM P 2021-03-04 2021-10-13
ARMSTRONG WORLD INDUSTRIES, INC. CO P 2020-06-23 2021-10-01
CITIGROUP INC P 2020-11-12 2022-03-25
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-12-30 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-10-25
AKZO NOBEL NV X P 2001-01-01 2021-09-14
RYANAIR HOLDINGS PLC SPONS P 2020-11-10 2021-09-14
MR PRICE GROUP LTD P 2021-02-01 2021-09-14
PT BANK MANDIRI TBK UNSPON P 2021-04-14 2021-09-14
AIR LIQUIDE P 2019-12-19 2021-09-14
KB FINANCIAL GROUP INC P 2021-04-28 2021-09-14
SANDS CHINA LTD P 2020-11-20 2021-09-14
VOLKSWAGEN AG RP PFD P 2020-06-23 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2014-06-09 2021-06-17
ENGIE SPONS P 2020-06-23 2021-09-14
HOME DEPOT INC P 2021-10-14 2022-04-26
LEAR CORP P 2021-03-24 2021-09-14
TYSON FOODS INC P 2021-04-16 2021-10-13
LOOMIS SAYLES SECURITIZED ASSET FUND P 2015-06-15 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-11-26
HEXAGON AB X UNK P 2001-01-01 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2018-06-18 2021-06-17
ENN ENERGY HOLDINGS LTD P 2019-08-14 2021-06-02
INDUSTRIA DE DISENO TEXTIL, S.A. P 2020-09-01 2021-09-14
FACTSET RESEARCH SYSTEMS INC P 2019-01-17 2021-09-14
ADIDAS AG P 2021-05-17 2021-09-14
RYOHIN KEIKAKU CO LTD P 2019-05-13 2021-09-14
BANCO BRADESCO P 2021-04-23 2021-09-14
PEOPLES UNITED FINANCIAL INC P 2020-12-07 2021-09-14
BRISTOL MYERS SQUIBB CO P 2020-12-30 2021-10-04
HASBRO INC P 2020-01-14 2021-09-14
CARMAX INC P 2020-06-23 2022-04-26
MICRON TECHNOLOGY INC P 2021-04-13 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2018-06-11 2021-06-17
FNMA UMBS LNG 30 YEAR P 2001-01-01 2022-02-25
ZIMVIE INC COM P 2020-09-21 2022-03-04
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-04-02 2021-06-17
DAIWA HOUSE INDUSTRY CO LTD P 2020-09-23 2021-09-14
CONTINENTAL AG SPONS P 2020-08-14 2021-09-14
PT BANK MANDIRI TBK UNSPON P 2020-05-04 2021-09-14
EQUINOR ASA P 2019-01-17 2021-10-01
ALTRIA GROUP INC P 2021-03-23 2021-10-04
SAMPO OYJ P 2020-06-23 2021-09-14
TENCENT HOLDINGS LIMITED UNSPON P 2020-06-23 2021-09-14
CONSTELLATION BRANDS INC P 2021-02-12 2021-10-01
BLACK KNIGHT INC CLASS P 2020-06-23 2021-10-01
WCM SMALL CAP GROWTH INSTITUTIO P 2021-09-17 2022-03-25
SCHLUMBERGER LTD P 2021-02-12 2021-10-01
PAYPAL HOLDINGS INC P 2022-02-14 2022-03-25
FNMA UMBS LNG 30 YEAR P 2001-01-01 2022-04-25
JACKSON FINANCIAL INC COM P 2021-09-21 2021-10-05
LOJAS RENNER SA P 2020-11-09 2021-09-14
META PLATFORMS INC CL P 2019-12-27 2022-03-25
PARAMOUNT GLOBAL CL B P 2020-07-29 2021-09-14
BHP BILLITON LTD SPON P 2020-06-23 2021-09-14
NINTENDO CO LTD P 2020-06-23 2021-09-14
FUJITSU LTD UNSPONSORED P 2021-01-27 2021-09-14
SEI INVESTMENTS CO P 2019-12-27 2021-09-14
W P CAREY INC COM P 2021-03-26 2021-10-13
HAEMONETICS CORP P 2021-01-15 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET FUND P 2016-03-16 2021-06-17
CITRIX SYSTEMS INC P 2020-06-23 2021-09-14
CONOCOPHILLIPS P 2021-05-04 2021-09-14
UNILEVER PLC SPONSORED NEW P 2021-09-14 2022-04-26
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2021-09-27
DELTA AIR LINES INC P 2020-11-09 2021-10-04
FHLMC MULTIFAMI CMO 2012 P 2016-04-08 2021-06-25
FACTSET RESEARCH SYSTEMS INC E P 2010-12-02 2021-09-14
COMPAGNIE FIN RICHEMONTAG SWI P 2001-01-01 2021-09-14
SANDVIK AB P 2020-09-09 2021-09-14
RYANAIR HOLDINGS PLC SPONS P 2019-01-17 2021-09-14
ANGLO AMERICAN PLC P 2021-04-28 2021-09-14
TELENOR ASA P 2020-06-23 2021-09-14
BP PLC SPONSORED P 2021-02-26 2021-09-14
UNIFIRST CORP P 2021-01-21 2021-10-01
STORE CAP CORP P 2020-06-23 2021-10-04
PPL CORP P 2021-04-21 2021-10-01
ALIBABA GROUP HLDG LTD ADS P 2020-07-09 2021-09-14
STARBUCKS CORP P 2021-09-14 2022-03-25
FNMA UMBS LNG 30 YEAR P 2001-01-01 2021-12-27
FHLMC P 2021-06-25 2021-06-25
CIA DE SANEAMENTO BASICO DO ESTADO P 2020-10-20 2021-09-14
GRUPO FINANCIERO BANORTE P 2020-09-18 2021-09-14
WOLTERS KLUWER NV P 2019-01-17 2021-09-14
HEXAGON AB P 2020-02-18 2021-09-14
PPL CORP P 2020-09-11 2021-10-01
BARCLAYS PLC ADR P 2021-04-28 2021-09-14
SAFRAN S SPON P 2020-06-23 2021-09-14
BOEING CO COM P 2020-11-18 2021-09-14
COMCAST CORP 20030NBX8 P 2017-01-09 2021-06-24
AMGEN INC SR GLBL NT P 2020-05-08 2021-12-29
VERIZON COMMUNICATIONS INC P 2021-09-14 2022-03-25
STANLEY BLACK & DECKER INC P 2020-12-17 2021-10-04
LOOMIS SAYLES SECURITIZED ASSET P 2021-02-19 2021-06-17
FHLMC SUPER 30Y FIXED POOL P 2001-01-01 2022-05-25
PING AN INSURANCE GROUP CO OFCHINA L P 2017-12-30 2021-06-02
COMCAST CORP 20030NBX10 P 2018-06-12 2021-06-24
LOOMIS SAYLES SECURITIZED ASSET FUND P 2019-04-08 2021-06-17
LOOMIS SAYLES SECURITIZED ASSET FUND P 2018-06-14 2021-06-17
LOJAS RENNER SA P 2020-06-30 2021-09-14
CARLSBERG AS SPONSORED P 2020-06-23 2021-09-14
SUZUKI MTR CORP P 2020-05-01 2021-09-14
BALL CORP P 2020-01-13 2021-10-01
ABB LTD-ADR P 2020-06-25 2021-09-14
LOOMIS SAYLES SECURITIZED ASSET P 2020-08-19 2021-06-17
UNILEVER PLC SPONSORED NEW P 2021-09-14 2022-03-25
POST HLDGS INC P 2020-06-23 2021-10-13
BRISTOL MYERS SQUIBB CO P 2020-06-29 2021-10-04
VANGUARD EMERGING MARKETS BOND P 2021-10-19 2022-03-01
(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        
b 141     141
c 152   168 -16
d 3,377   998 2,379
e 2,045   1,578 467
2,744   2,570 174
3,903   3,384 519
3,621   4,433 -812
6,808   5,443 1,365
5,213   7,226 -2,013
17,086   8,647 8,439
11,212   11,405 -193
12,305   13,894 -1,589
14,199   16,566 -2,367
33,802   23,128 10,674
25,295   43,475 -18,180
66     66
158     158
195   189 6
961   1,002 -41
1,752   1,668 84
4,722   2,618 2,104
4,523   3,498 1,025
9,266   4,447 4,819
13,680   5,538 8,142
5,431   7,259 -1,828
7,789   8,785 -996
10,534   11,822 -1,288
17,353   13,915 3,438
8,130   16,592 -8,462
24,139   23,264 875
43,936   50,556 -6,620
74     74
162     162
190   196 -6
945   1,009 -64
1,307   1,702 -395
6,747   2,716 4,031
3,401   3,549 -148
4,762   4,503 259
6,200   5,607 593
9,046   7,405 1,641
9,059   9,249 -190
12,000   11,955 45
10,929   14,339 -3,410
17,282   16,655 627
28,835   23,587 5,248
50,193   51,832 -1,639
98     98
175     175
178   249 -71
1,062   1,009 53
1,613   1,739 -126
3,167   2,723 444
7,740   3,625 4,115
7,650   4,566 3,084
6,175   5,614 561
7,726   7,499 227
9,973   9,386 587
11,367   12,030 -663
10,131   14,476 -4,345
14,097   17,028 -2,931
15,310   24,180 -8,870
58,364   65,436 -7,072
98     98
201     201
249   274 -25
1,062   1,026 36
1,642   1,834 -192
4,290   2,795 1,495
4,595   3,743 852
5,972   4,568 1,404
11,047   5,842 5,205
7,375   7,926 -551
5,594   9,389 -3,795
15,301   12,105 3,196
12,942   14,860 -1,918
20,747   17,210 3,537
21,323   24,637 -3,314
61,391   66,113 -4,722
103     103
244     244
380   392 -12
968   1,050 -82
3,206   1,897 1,309
2,738   2,798 -60
6,126   3,746 2,380
8,738   4,643 4,095
9,135   6,153 2,982
7,123   7,975 -852
7,146   9,462 -2,316
21,048   12,223 8,825
15,000   15,000  
14,951   18,458 -3,507
16,709   24,897 -8,188
60,100   69,536 -9,436
104     104
273     273
512   531 -19
642   1,104 -462
1,985   1,902 83
3,299   2,838 461
4,518   3,803 715
3,478   4,655 -1,177
11,040   6,243 4,797
12,909   8,028 4,881
11,003   9,467 1,536
13,346   12,232 1,114
15,000   15,000  
19,304   18,596 708
20,607   25,101 -4,494
71,697   82,576 -10,879
104     104
277     277
503   567 -64
780   1,168 -388
1,933   1,964 -31
8,225   2,894 5,331
8,931   3,842 5,089
10,250   4,744 5,506
9,286   6,373 2,913
11,201   8,096 3,105
10,490   9,605 885
9,957   12,290 -2,333
18,545   15,128 3,417
17,809   18,601 -792
23,607   25,595 -1,988
81,671   84,253 -2,582
114     114
4,692   1 4,691
632   615 17
1,702   1,403 299
1,984   2,003 -19
3,694   2,923 771
3,434   3,856 -422
3,224   4,751 -1,527
8,792   6,420 2,372
7,212   8,162 -950
10,167   9,867 300
10,936   12,373 -1,437
15,951   15,269 682
21,646   19,567 2,079
24,997   27,894 -2,897
114     114
5,985   1 5,984
607   623 -16
2,423   1,403 1,020
2,849   2,220 629
11,998   2,946 9,052
3,816   3,946 -130
5,183   4,794 389
5,737   6,460 -723
9,722   8,213 1,509
9,526   10,080 -554
11,606   12,424 -818
15,203   15,469 -266
18,183   20,406 -2,223
28,498   29,189 -691
115     115
9   8 1
607   625 -18
1,795   1,406 389
2,683   2,225 458
2,984   3,080 -96
5,843   3,966 1,877
4,456   4,854 -398
7,423   6,565 858
11,373   8,214 3,159
9,305   10,578 -1,273
13,948   12,909 1,039
12,265   15,783 -3,518
25,710   20,775 4,935
20,299   29,508 -9,209
121     121
33   22 11
616   772 -156
2,859   1,417 1,442
3,427   2,227 1,200
5,801   3,189 2,612
5,038   4,098 940
6,097   4,869 1,228
12,264   6,595 5,669
9,106   8,344 762
5,789   10,904 -5,115
12,119   13,357 -1,238
14,633   15,784 -1,151
22,695   21,079 1,616
24,853   29,996 -5,143
136     136
45   37 8
747   831 -84
6,193   1,473 4,720
3,666   2,260 1,406
3,977   3,307 670
4,528   4,135 393
4,596   4,953 -357
6,454   6,756 -302
8,458   8,465 -7
10,637   10,915 -278
12,449   13,606 -1,157
15,364   15,846 -482
37,097   21,231 15,866
22,616   31,032 -8,416
137     137
50   50  
771   937 -166
2,582   1,478 1,104
6,864   2,294 4,570
997   3,319 -2,322
4,418   4,314 104
4,879   5,018 -139
7,316   6,812 504
8,716   8,507 209
11,685   11,001 684
14,097   13,858 239
14,586   16,265 -1,679
21,375   22,139 -764
33,215   33,775 -560
138     138
64   56 8
1,062   957 105
1,461   1,503 -42
2,505   2,566 -61
3,172   3,324 -152
6,040   4,388 1,652
5,173   5,171 2
9,541   7,143 2,398
15,289   8,511 6,778
10,714   11,042 -328
11,116   13,887 -2,771
16,719   16,450 269
21,569   22,168 -599
32,114   36,449 -4,335
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        
b       141
c       -16
d       2,379
e       467
      174
      519
      -812
      1,365
      -2,013
      8,439
      -193
      -1,589
      -2,367
      10,674
      -18,180
      66
      158
      6
      -41
      84
      2,104
      1,025
      4,819
      8,142
      -1,828
      -996
      -1,288
      3,438
      -8,462
      875
      -6,620
      74
      162
      -6
      -64
      -395
      4,031
      -148
      259
      593
      1,641
      -190
      45
      -3,410
      627
      5,248
      -1,639
      98
      175
      -71
      53
      -126
      444
      4,115
      3,084
      561
      227
      587
      -663
      -4,345
      -2,931
      -8,870
      -7,072
      98
      201
      -25
      36
      -192
      1,495
      852
      1,404
      5,205
      -551
      -3,795
      3,196
      -1,918
      3,537
      -3,314
      -4,722
      103
      244
      -12
      -82
      1,309
      -60
      2,380
      4,095
      2,982
      -852
      -2,316
      8,825
       
      -3,507
      -8,188
      -9,436
      104
      273
      -19
      -462
      83
      461
      715
      -1,177
      4,797
      4,881
      1,536
      1,114
       
      708
      -4,494
      -10,879
      104
      277
      -64
      -388
      -31
      5,331
      5,089
      5,506
      2,913
      3,105
      885
      -2,333
      3,417
      -792
      -1,988
      -2,582
      114
      4,691
      17
      299
      -19
      771
      -422
      -1,527
      2,372
      -950
      300
      -1,437
      682
      2,079
      -2,897
      114
      5,984
      -16
      1,020
      629
      9,052
      -130
      389
      -723
      1,509
      -554
      -818
      -266
      -2,223
      -691
      115
      1
      -18
      389
      458
      -96
      1,877
      -398
      858
      3,159
      -1,273
      1,039
      -3,518
      4,935
      -9,209
      121
      11
      -156
      1,442
      1,200
      2,612
      940
      1,228
      5,669
      762
      -5,115
      -1,238
      -1,151
      1,616
      -5,143
      136
      8
      -84
      4,720
      1,406
      670
      393
      -357
      -302
      -7
      -278
      -1,157
      -482
      15,866
      -8,416
      137
       
      -166
      1,104
      4,570
      -2,322
      104
      -139
      504
      209
      684
      239
      -1,679
      -764
      -560
      138
      8
      105
      -42
      -61
      -152
      1,652
      2
      2,398
      6,778
      -328
      -2,771
      269
      -599
      -4,335
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 68,198
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 -67,522
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  
3 Add lines 1 and 2........................... 3 1,899
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 1,899
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 1,990
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,990
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 91
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet91 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bullet
    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 ofbulletCATHERINE FEIBELMAN Telephone no.bullet (601) 636-4762

    Located atbullet110 MONUMENT PLVICKSBURGMS ZIP+4bullet39180
    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
     
     
    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
    GLEN F POST TRUSTEE
    1.00
    0 0 0
    198 NAOMI DRIVE
    FARMERVILLE,LA71241
    CYNTHIA S POST TRUSTEE
    1.00
    0 0 0
    198 NAOMI DRIVE
    FARMERVILLE,LA71241
    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  
    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.............bullet  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 8
    Part IX
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    4,530,221
    b
    Average of monthly cash balances.......................
    1b
    101,113
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,631,334
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    4,631,334
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    69,470
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    4,561,864
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    228,093
    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
    228,093
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,899
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,899
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    226,194
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    226,194
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    226,194
    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 7 226,194
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 16,437
    b From 2017......  
    c From 2018......  
    d From 2019...... 102,643
    e From 2020...... 125,824
    f Total of lines 3a through e ........ 244,904
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 263,122
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 226,194
    e Remaining amount distributed out of corpus 36,928
    5 Excess distributions carryover applied to 2021.    
    (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 5 281,832
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
    16,437
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    265,395
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019.... 102,643
    d Excess from 2020.... 125,824
    e Excess from 2021.... 36,928
    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
    WEST LAUREL CHURCH OF CHRIST
    753 SAUCITO AVE
    SALINAS,CA93906
        UNRESTRICTED 20,000
    D'ARBONNE CHURCH OF CHRIST
    1148 STERLINGTON HWY
    FARMERVILLE,LA71241
        UNRESTRICTED 20,000
    CENTER FOR CHILDREN AND FAMILIES
    622 RIVERSIDE DRIVE
    MONROE,LA71201
        CHARITABLE 70,733
    UNION CHRISTIAN ACADEMY
    110 W HILL ST
    FARMERVILLE,LA71241
        SCHOLARSHIPS 34,227
    CENTER FOR CHILDREN AND FAMILIES
    622 RIVERSIDE DRIVE
    MONROE,LA71201
        CHARITABLE 88,051
    WHITESTONE MINISTRIES
    PO BOX 96
    WILMORE,KY40390
        CHRISTIAN WORK 25,000
    Total .................................bullet 3a 258,011
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 26,300  
    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 ............
        14 26,987 41,211
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFEDERAL TAX REFUND
            3,782
    bNONDIVIDEND DISTRIBUTIONS         587
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   122,384 45,580
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    167,964
    (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:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 1,728 1,728    

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Name of Bond End of Year Book Value End of Year Fair Market Value
    913017DB2 UNITED TECHNOLOGIES 2,021 2,015
    91324PAR3 UNITEDHEALTH GROUP 10,941 11,627
    29273RBDO ENERGY TRANSFER PART 12,049 12,029
    94974BGH7 WELLS FARGO & COMPANY 12,051 11,908
    06406HCS6 BANK OF NEW YORK MEL 12,063 12,188
    05565QCP1 BP CAPITAL MARKETS P 12,255 12,192
    36148LAE6 GOLDMAN SACHS GROUP 12,329 12,067
    30219GAMO EXPRESS SCRIPTS HOLD 12,335 12,348
    68389XBC8 ORACLE CORP 12,623 12,696
    05574LFY9 BNP PARIBAS 12,920 13,077
    14040HBTI CAPITAL ONE FINANCIA 13,002 12,917
    581557BJ3 MCKESSON CORP 13,050 12,914
    494550BS4 KINDER MORGAN ENER P 13,128 13,147
    61746BDQ6 MORGAN STANLEY 13,133 13,263
    822582AD4 SHELL INTERNATIONAL 13,212 12,249
    037833AZ3 APPLE INC 13,417 13,877
    00287YAQ2 ABBVIE INC 13,688 14,075
    126408HE6 CSX CORP 13,697 13,366
    023135BF2 AMAZON. COM INC 13,737 11,871
    035242AM8 ANHEUSER- BUSCH INBEV 13,833 13,093
    459200HFI IBM CORP 13,884 12,680
    92343VEP5 VERIZON COMMUNICATIO 13,960 14,084
    92857WAQ3 VODAFONE GROUP PLC 14,048 13,455
    46647PAH9 JPMORGAN CHASE & CO 14,056 13,928
    26441CAN5 DUKE ENERGY CORP 14,154 14,109
    927804FU3 VIRGINIA ELEC & POWER 14,238 13,758
    025816BS7 AMERICAN EXPRESS 14,268 14,112
    172967KJ9 CITIGROUP INC 14,348 14,198
    026874DR5 AMERICAN INTL GROUP 14,350 12,297
    09247XAQ4 BLACKROCK INC 14,360 12,586
    855244AW9 STARBUCKS CORP 14,502 12,118
    961214EH2 WESTPAC BANKING CORP 14,573 13,684
    37045XBT2 GENERAL MOTORS FINL 14,664 13,779
    00206RHJ4 AT&T INC 15,075 13,158
    458140BH2 INTEL CORP 15,332 13,734
    126650CX6 CVS HEALTH CORP 15,456 14,188
    064159MK9 USD BANK NOVA SCOTIA 15,531 15,073
    30231GBH4 EXXON MOBILE CORP 15,627 14,993
    67066GAFI NVIDIA CORP 15,821 14,072
    29364GAM5 ENTERGY CORP 15,959 14,579
    65473PAKI NISOURCE INC 15,960 14,655
    828807CV7 SIMON PROPERTY GROUP 16,119 14,924
    80282KAW6 SANTANDER HOLDINGS USA 16,289 15,921
    49326EEJ8 KEYCORP 16,944 14,244
    47816OCQ5 JOHNSON & JOHNSON 17,013 14,589
    LOUISIANA BANCSHARES INC 75,000 75,000
    031162CP3 AMGEN INC    
    036752AGB ANTHEM INC    
    20030NBX8 COMCAST CORP    
    21685WDD6 USD RABOBANK    
    24422ETL3 JOHN DEERE CAPITAL    
    3137ABFH9 FHLMC MULTIFAMI CMO    
    686330AH4 ORIX CORP    
    86787EBE6 SUNTRUST BANK    
    31359MGK3 FEDERAL NATIONAL MORTGAGE 11,214 11,265
    036752AG8 ELEVANCE HEALTH INC SR GLB 14,104 14,123
    31418DZV7 FNMA UMBS LNG 30 YEAR POOL 1 13,189
    686330AH4 ORIX CORP SR GLBL NT 13,852 14,014
    686330AH4 ORIX CORP SR GLBL NT 1 35,461
    MISSING BASIS IN INVESTMENTS 40,581  

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Name of Stock End of Year Book Value End of Year Fair Market Value
    FACEBOOK INC    
    ABB LTD    
    ADIDAS AG SPONSORED ADR    
    AES CORP    
    AIR LIQUIDE    
    ALIBABA GROUP HOLDING LT    
    ALLEGHANY CORP DEL COM    
    ALLISON TRANSMISSION HLD    
    ALSTOM SA-UNSPON ADR    
    ALTRIA GROUP INC    
    ANGLO AMERICAN PLC SHS    
    ANTHEM INC    
    APTARGROUP INC    
    ARMSTRONG WORLD INDS INC    
    AUTOHOME INC SHS    
    BALL CORP COM    
    BANCO BRADESCO SA ADR    
    BANK MANDIRI TBK-UNSPON    
    BARCLAYS PLC    
    BHP GROUP LTD    
    BLACK KNIGHT HOLDOC CORP    
    BOEING COMPANY    
    BP PLC SPONS ADR    
    BRISTOL-MYERS SQUIBB CO    
    BROWN FORMAN CORP CL B    
    CANADIAN NATL RAILWAY CO    
    CARLSBERG AS SPONSOR    
    CARMAX INC    
    CDK GLOBAL INC SHS    
    CERNER CORP COM    
    CHINA LONGYUAN PWR GROUP    
    CINN FINCL CRP OHIO    
    CITIGROUP INC COM    
    CITRIX SYSTEMS INC COM    
    COMPANHIA D SNMNTO BSCO    
    CONOCOPHILLIPS    
    CONSTELLATION BRANDS INC    
    CONTINENTAL AG SPNRD ADR    
    DAIWA HOUSE IND LTD    
    DBS GROUP HOLDGS SPN ADR    
    DELTA AIR LINES INC    
    DOLLAR TREE INC    
    ENEL SOCIETA PER AZIONI    
    ENGIE SHS    
    ENN ENERGY HOLDINGS LTD    
    EQUINOR ASA    
    FACTSET RESH SYS INC    
    FERGUSON PLC REG SHS    
    FUJITSU LTD NEW    
    GRUPO FIN BANORTE-SP    
    HAEMONETICS CORP MASS    
    HASBRO INC COM    
    HEXAGON AB ADR    
    HITACHI LTD 10 NEW ADR    
    HP INC 17,729  
    ICICI BANK LTD    
    INDUSTRIA DE DISENO    
    JABIL CIRCUIT INC    
    KB FINL GROUP INC    
    KNORR-BREMSE AG    
    LAMB WESTON HOLDINGS INC    
    LEAR CORP SHS    
    LOJAS RENNER SA SHS    
    LONZA GROUP AG SHS    
    LYONELLBASELL INDUS    
    M&T BANK CORPORATION    
    MAKITA CORP ADR NEW    
    MERCK KGAA    
    MICRON TECHNOLOGY INC    
    MR PRICE GROUP LTD    
    NEWMARKET CORP    
    NINTENDO LTD    
    NOVO NORDISK A/S ADR    
    OTIS WORLDWIDE CORP    
    PEOPLES UNITED FNL INC    
    PERNOD-RICARD SA-UNSOPN    
    PERRIGO CO PLC    
    PING AN INS GROUP CO    
    POST HOLDINGS INC SHS    
    PPL CORP    
    PRUDENTIAL PLC ADR    
    RELX PLC    
    ROCHE HLDG LTD SPN ADR    
    ROYAL DSM NV SPON ADR    
    ROYAL DUTCH SHEL PLC    
    RYANAIR HOLDINGS PLC    
    RYOHIN KEIKAKU CO LT    
    SAFRAN SA-UNSPON    
    SAMPO PLC SHS    
    SANDS CHINA LTD UNSP    
    SANDVIK AB    
    SANOFI ADR    
    SCHLUMBERGER LIMITED COST    
    SEI INVESTMENTS CO    
    SENSATA TECHNOLOGIES    
    SHIMANO INC    
    SHIN-ETSU CHEM-UNSPON    
    STANLEY BLACK & DECKER    
    STERIS PLC REG SHS    
    STORE CAP CORP    
    SUMITOMO MITSUI-UNSP    
    SUNCOR ENERGY INC NE    
    SUZUKI MOTOR CORP SH    
    TELEKOMUNIKASI    
    TELENOR ASA    
    TENCENT HOLDINGS LTD    
    TESCO PLC SPNRD ADR    
    TYSON FOOD INC CL A    
    UNIFIRST CORP    
    UNILEVER PLC NEW ADR    
    UNIVERSAL HEALTH SVCS B    
    VESTAS WIND SYTS AS ADR    
    VIACOMCBS INC CL B    
    VIVENDI SHS UNSP ADR    
    VOLKSWAGEN AG-UNSP    
    W P CAREY INC    
    WOLTERS KLUWER NV S    
    WORKDAY INC CL A    
    YUM CHINA HOLDINGS I    
    ACCENTURE PLC SHS LYONELLBASELL INDU 3,745 8,357
    ZIMMER BIOMET HOLDI 11,060 10,098
    INTEL CORP 12,376 10,261
    DANAHER CORP 12,351 10,817
    INTUITIVE SURGICAL INC 8,750 11,610
    AMPHENOL CORP CL A NEW 8,875 11,621
    BLACKSTONE GROUP INC CL A 9,994 11,779
    AON PLC REG SHS 5,014 11,854
    AGCO CORP 7,331 12,044
    INTERCONTINENTAL EXCHANGE INC COM 11,621 12,287
    CINTAS CORP OHIO 9,007 12,747
    MOELIS AND COMPANY SHS 8,600 13,044
    DOMINION ENERGY INC 14,162 14,317
    ILLUMINA INC 17,328 14,848
    UNITED RENTALS INC COM 7,546 14,909
    JOHNSON CONTROLS INTER 9,891 15,099
    SKYWORKS SOLUTIONS INC 17,298 15,133
    YUM BRANDS INC 6,442 15,184
    JABIL INC 9,541 15,626
    ALLY FINL INC 11,008 16,427
    CONESTOGA SMALL CAP INSTITUTIONAL 24,180 17,223
    CITIZENS FINL GROUP 14,480 17,876
    LAM RESEARCH CORP 13,135 18,721
    VULCAN MATERIALS CO 16,185 19,125
    OLD DOMINION FGHT LINES 10,458 19,884
    COPART INC 16,994 20,386
    STARBUCKS CORP COM 17,062 20,410
    PACKAGING CORP AMERICA 14,756 20,604
    KROGER CO 12,442 21,135
    TRUIST FINANCIAL CORPORATION COM 26,342 21,886
    MID AMERICA APT COMNTYS 16,468 23,349
    PEPSICO INC 24,420 23,485
    DODGE & COX STOCK FUND 24,180 23,563
    ABBVIE INC COM 25,197 23,579
    PROCTOR & GAMBLE CO 25,785 23,661
    CATERPILLAR INC 14,782 23,959
    AMERIPRISE FINL INC 12,886 24,588
    UNITEDHEALTH GROUP INC 26,109 24,839
    PRUDENTIAL FINL INC 18,596 24,969
    STEEL DYNAMICS INC 8,862 25,187
    UNION PACIFIC CORP 30,561 25,275
    MEDTRONIC PLC SHS 28,675 25,438
    SALESFORCE COM INC 25,158 26,279
    DR HORTON INC 22,447 26,528
    BANK NEW YORK MELLON 23,252 26,987
    WALMART INC 30,294 27,012
    AUTOMATIC DATA PROC 18,289 27,645
    EXPEDITORS INTL WASH 10,823 28,081
    CVS HEALTH CORP 18,946 28,348
    T ROWE PRICE INSTL EMERGING MKTS EQ 37,345 28,544
    TAIWAN S MANUFCTRING 21,821 28,876
    3M COMPANY 37,278 29,858
    ELEVANCE HEALTH INC COM 15,455 30,067
    WCM SMALL CAP GROWTH INSTITUTIONAL 46,459 31,637
    ALLSTATE CORP DEL COM 26,039 31,849
    ENTEGRIS INC MINNESOTA 15,845 32,511
    GOLDMAN SACHS GROUP 21,832 34,646
    ROYCE INTERNATIONAL PREMIER INSTL 49,793 34,975
    MORGAN STANLEY 37,996 35,317
    MONSTER BEVERAGE SHS 9,277 36,539
    BLACKROCK INC 39,821 36,799
    DISNEY (WALT) CO COM STK 49,272 37,218
    REGENERON PHARMACEUT SCHLUMBERGER LI 19,836 37,225
    AUTODESK INC COM 6,288 38,434
    META PLATFORMS INC CL A 4,814 38,728
    ALPHABET INC SHS CL C 6,270 38,773
    EOG RESOURCES INC 16,560 41,910
    VANGUARD EMERGING MARKETS BOND ADMIR 50,588 42,075
    VERIZON COMMUNICATIO 48,270 44,109
    WILLIAM BLAIR INTL LEADERS CL R6 62,242 44,349
    DEERE CO 12,771 46,511
    CHEVRON CORP 31,279 47,158
    TARGET CORP 59,973 49,373
    APPLE INC 49,015 49,713
    MFS INTERNATIONAL DIVERSIFICATION FU 62,242 52,315
    AMAZON COM INC 6,327 55,296
    ARTISAN HIGH INCOME INSTITUTIONAL 62,036 56,248
    CISCO SYS INC 69,963 57,979
    NVIDIA CORP 14,301 67,966
    VISA INC CL A SHRS 20,265 70,228
    ORACLE CORPORATION TELEKOMUNIKASI IN 55,362 73,646
    COLGATE PALMOLIVE CO 73,329 76,209
    NOVARTIS ADR 75,198 79,300
    T ROWE PRICE MID CAP EQUITY GROWTH I 115,068 82,481
    ALPHABET INC SHS CL A 47,918 88,734
    QUALCOMM INC 84,955 99,681
    JP MORGAN CHASE & C 94,903 104,329
    TOUCHSTONE MID CAP INSTL FUND 119,474 110,152
    JOHNSON AND JOHNSON 121,789 133,570
    MICROSOFT CORP COM 102,338 137,022

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    US Government Securities - End of Year Book Value:

    163,756
    US Government Securities - End of Year Fair Market Value:

    153,522
    State & Local Government Securities - End of Year Book Value:


     
    State & Local Government Securities - End of Year Fair Market Value:


     


    TY 2021 InvestmentsOtherSchedule2
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    543495741 LOOMIS SAYLES AT COST    

    TY 2021 OtherIncomeSchedule2
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    FEDERAL TAX REFUND 3,782    
    NONDIVIDEND DISTRIBUTIONS 587    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TRUSTEE/EXECUTOR FEES 28,748 23,688   5,060
    INVESTMENT FEES 340 289   51


    TY 2021 TaxesSchedule
    Name:
    POST FAMILY FOUNDATION TR
    EIN:
    58-6463580
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 1,257 1,257    
    FEDERAL TAX PAID 5,883