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
HEUER FOUNDATION 016376-000
 
Number and street (or P.O. box number if mail is not delivered to street address)1100 NORTH MARKET STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198900001
A Employer identification number

51-0255378
B Telephone number (see instructions)

(302) 651-1343
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$1,604,637J 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) 24,833
2 Check bullet.............
3 Interest on savings and temporary cash investments 12 12  
4 Dividends and interest from securities... 33,546 33,519  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 116,694
b Gross sales price for all assets on line 6a 410,222
7 Capital gain net income (from Part IV, line 2)... 116,694
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 175,085 150,225  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 46,364 46,364    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 725 0 0 725
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 3,983 325   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 2,686 2,686    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 53,758 49,375 0 725
25 Contributions, gifts, grants paid....... 134,500 134,500
26 Total expenses and disbursements. Add lines 24 and 25 188,258 49,375 0 135,225
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -13,173
b Net investment income (if negative, enter -0-) 100,850
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 45,136 268,179 268,179
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,161,868 Click to see attachment925,377 1,336,458
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 1,207,004 1,193,556 1,604,637
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........ 1,207,004 1,193,556
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)..... 1,207,004 1,193,556
30 Total liabilities and net assets/fund balances (see instructions). 1,207,004 1,193,556
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
1,207,004
2
Enter amount from Part I, line 27a .....................
2
-13,173
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
280
4
Add lines 1, 2, and 3 ..........................
4
1,194,111
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
555
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,193,556
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 56. ABBOTT LABORATORIES COMMON ~   2016-09-13 2021-12-02
b 38. ABBOTT LABORATORIES COMMON ~     2022-10-12
c 21. ABBOTT LABORATORIES COMMON ~   2016-09-13 2022-10-12
d 78. ABBOTT LABORATORIES COMMON ~   2016-09-13 2022-11-29
e 1. AMAZON.COM INCORPORATED   2021-04-12 2021-12-02
82. AMAZON.COM INCORPORATED   2021-04-12 2022-11-29
16. AMERICAN TOWER CORP CL A   2020-11-12 2021-12-02
32. AMERICAN TOWER CORP CL A     2022-11-29
72. AMPHENOL CORP NEW CL A     2021-12-02
30. AMPHENOL CORP NEW CL A   2018-10-24 2022-01-26
66. AMPHENOL CORP NEW CL A     2022-02-23
92. AMPHENOL CORP NEW CL A   2016-09-13 2022-11-29
21. APPLE COMPUTER INC COMMON   2019-04-11 2022-03-28
15. AUTOMATIC DATA PROCESSING INC   2020-02-03 2021-12-02
15. AUTOMATIC DATA PROCESSING INC     2022-07-20
35. AUTOMATIC DATA PROCESSING INC     2022-11-29
15. CDW CORP   2020-02-12 2021-12-02
5. CDW CORP   2020-02-12 2022-04-26
58. CDW CORP     2022-11-29
8. CONSTELLATION BRANDS INC CL A   2021-11-08 2021-12-02
24. CONSTELLATION BRANDS INC CL A     2022-11-29
18. THE COOPER COMPANIES INC   2022-01-14 2022-11-29
1. EMBECTA CORP   2019-04-11 2022-04-06
.8 EMBECTA CORP   2019-04-11 2022-04-13
13. META PLATFORMS, INC-A   2020-03-06 2021-12-02
4. META PLATFORMS, INC-A     2022-04-26
20. META PLATFORMS, INC-A   2022-07-20 2022-10-27
74. META PLATFORMS, INC-A     2022-10-27
8.00013 ILLUMINA INC   2022-11-17 2022-11-29
8.99987 ILLUMINA INC   2022-11-17 2022-11-29
16. INTL FLAVORS & FRAGRANCES INC COM     2021-12-02
81. INTL FLAVORS & FRAGRANCES INC COM     2022-04-18
25. IQVIA HOLDINGS INC   2020-03-19 2021-12-02
45. IQVIA HOLDINGS INC     2022-11-29
1319. ISHARES MSCI EMERGING MARKETS ETF   2015-11-02 2022-11-29
270. ISHARES RUSSELL 2000 ETF     2022-11-29
13. MASTERCARD INC CL A   2016-09-13 2021-12-02
4. MASTERCARD INC CL A   2016-09-13 2022-01-28
6. MASTERCARD INC CL A   2019-04-11 2022-03-28
8. MASTERCARD INC CL A   2016-09-13 2022-04-25
41. MASTERCARD INC CL A     2022-11-29
29. MICROSOFT CORP COMMON     2021-12-02
4. MICROSOFT CORP COMMON   2018-10-10 2022-04-26
52. MICROSOFT CORP COMMON     2022-11-29
37. NIKE INC CL B     2021-12-02
38. NIKE INC CL B     2022-08-31
64. NIKE INC CL B     2022-11-29
73. SCHWAB CHARLES CORP NEW COM     2021-12-02
155. SCHWAB CHARLES CORP NEW COM     2022-11-29
54. STERICYCLE INC COM   2019-04-24 2021-12-02
106. STERICYCLE INC COM     2022-11-29
53. TJX COMPANIES COM   2020-10-06 2021-12-02
42. TJX COMPANIES COM     2022-08-10
101. TJX COMPANIES COM     2022-11-29
12. VERISK ANALYTICS, INC. COMMON STOCK   2016-09-13 2021-12-02
73. VERISK ANALYTICS, INC. COMMON STOCK   2016-09-13 2022-01-14
17. WARNER BROS DISCOVERY INC CL A     2022-04-18
.6599 WARNER BROS DISCOVERY INC CL A   2018-12-19 2022-04-25
26. ZOETIS INC     2021-12-02
16. ZOETIS INC   2016-09-13 2022-02-16
51. ZOETIS INC   2016-09-13 2022-11-29
25. EATON CORP PLC   2022-04-18 2022-11-29
28. APTIV PLC     2021-12-02
64. APTIV PLC     2022-11-29
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(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 7,191   2,278 4,913
b 3,849   4,182 -333
c 2,108   854 1,254
d 8,179   3,173 5,006
e 3,441   3,377 64
7,560   13,846 -6,286
4,276   3,798 478
6,898   7,830 -932
5,884   3,231 2,653
2,308   1,284 1,024
4,870   2,543 2,327
7,091   2,838 4,253
3,633   1,054 2,579
3,504   2,618 886
3,255   2,723 532
8,977   6,680 2,297
2,906   2,043 863
824   681 143
10,671   7,837 2,834
1,802   1,767 35
6,076   5,216 860
5,538   7,401 -1,863
28   29 -1
26   23 3
4,018   2,328 1,690
730   925 -195
2,007   3,649 -1,642
7,426   12,278 -4,852
1,663   1,803 -140
1,871   2,029 -158
2,263   2,027 236
10,025   9,535 490
6,538   2,197 4,341
9,534   3,504 6,030
50,559   46,747 3,812
49,191   26,503 22,688
4,150   1,292 2,858
1,483   398 1,085
2,093   1,428 665
2,813   795 2,018
14,061   8,872 5,189
9,568   6,067 3,501
1,091   434 657
12,476   5,597 6,879
6,288   4,039 2,249
4,048   5,144 -1,096
6,779   7,713 -934
5,862   2,859 3,003
12,419   4,864 7,555
3,158   3,130 28
5,360   5,842 -482
3,719   3,078 641
2,664   2,374 290
8,094   5,577 2,517
2,717   983 1,734
14,497   5,977 8,520
406   574 -168
15   19 -4
5,799   2,914 2,885
3,100   806 2,294
7,494   2,571 4,923
4,040   3,521 519
4,637   1,862 2,775
6,518   5,996 522
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
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      24
      24
      24
      24
      24
      24
      24
      24
      24
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      24
      24
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      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
      24
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       4,913
b       -333
c       1,254
d       5,006
e       64
      -6,286
      478
      -932
      2,653
      1,024
      2,327
      4,253
      2,579
      886
      532
      2,297
      863
      143
      2,834
      35
      860
      -1,863
      -1
      3
      1,690
      -195
      -1,642
      -4,852
      -140
      -158
      236
      490
      4,341
      6,030
      3,812
      22,688
      2,858
      1,085
      665
      2,018
      5,189
      3,501
      657
      6,879
      2,249
      -1,096
      -934
      3,003
      7,555
      28
      -482
      641
      290
      2,517
      1,734
      8,520
      -168
      -4
      2,885
      2,294
      4,923
      519
      2,775
      522
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 2 116,694
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 1,402
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 1,402
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,300
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 1,409
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 3,709
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 2,307
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet702 RefundedBullet 11 1,605
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)
    bulletDE
    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 .Click to see attachment
    8b
     
    No
    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 addressbullet  
    14
    The books are in care ofbulletWILMINGTON TRUST COMPANY Telephone no.bullet (302) 651-1343

    Located atbullet1100 NORTH MARKET STREETWILMINGTONDE ZIP+4bullet198900900
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
    Yes
     
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
    No
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2021, did the foundation have any undistributed income (lines 6d
    and 6e, Part XII) for tax year(s) beginning before 2021?....................
    2a
     
    No
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year? ..............................
    3a
     
    No
    b
    If "Yes," did it have excess business holdings in 2021 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2021.) .....................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2021? ..
    4b
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 6
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........
    5a(1)
     
    No
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive? ....................
    5a(2)
     
    No
    (3) Provide a grant to an individual for travel, study, or other similar purposes? .............
    5a(3)
     
    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
    WILMINGTON TRUST TRUSTEE
    1     		46,364    
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890
    W STEPHEN WOODWARD TRUSTEE
    1     		0    
    1275 DRUMMERS LANE SUITE 210
    WAYNE,PA190875152
    GABRIELLE CROUCHLEY TRUSTEE
    1     		0    
    57 HOYT STREET
    NEW CANAAN,CT06840
    MIKELL R SCARBOROUGH TRUSTEE
    1     		0    
    339 MARTELLO DRIVE
    CHARLESTON,SC29407
    CATHERINE J ROBERT TRUSTEE
    1     		0    
    22 UNIVERSITY MEWS
    PHILADELPHIA,PA19104
    JENNIFER WATTY TRUSTEE
    1     		0    
    216 BRIDGE AVE
    BAY HEAD,NJ08742
    CHARLES MICHAEL TRUSTEE
    1     		0    
    2912 PLUMTREE DR UNIT E
    ROCK SPRINGS,WY82901
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    1,618,511
    b
    Average of monthly cash balances.......................
    1b
    47,773
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,666,284
    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
    1,666,284
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    24,994
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,641,290
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    82,065
    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
    82,065
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,402
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,402
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    80,663
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    80,663
    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
    80,663
    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 80,663
    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...... 69,589
    b From 2017...... 19,624
    c From 2018...... 21,892
    d From 2019...... 0
    e From 2020...... 36,907
    f Total of lines 3a through e ........ 148,012
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 135,225
    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..... 80,663
    e Remaining amount distributed out of corpus 54,562
    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 5 202,574
    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) ...     		69,589
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		132,985
    10 Analysis of line 9:
    a Excess from 2017.... 19,624
    b Excess from 2018.... 21,892
    c Excess from 2019.... 0
    d Excess from 2020.... 36,907
    e Excess from 2021.... 54,562
    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
    SEE ATTACHED LIST OF GRANTS PAID
    THE YEAR
    1100 NORTH MARKET STREET
    WILMINGTON,DE19890     		NONE PUBLIC CHARITY SEE ATTACHED PURPOSE 134,500
    Total .................................bullet 3a 134,500
    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 12  
    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 ............     		    18 116,694  
    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) ..   150,252  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    150,252
    (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
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    HEUER FOUNDATION 016376-000
     
    Employer identification number

    51-0255378
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    HEUER FOUNDATION 016376-000
          		Employer identification number
    51-0255378
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    CO-TTROBERT A WILLIAM WATSON TRUST
    1100 NORTH MARKET STREET
     
    WILMINGTON, DE19890

    		$ 24,833


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    HEUER FOUNDATION 016376-000
          		Employer identification number

    51-0255378
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    HEUER FOUNDATION 016376-000
          		Employer identification number

    51-0255378
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 AccountingFeesSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 725     725

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Statement:
    Yes, foundation return furnished

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ACCENTURE PLC 1,772 3,009
    APTIV PLC 7,976 11,414
    EATON CORP PLC 5,775 6,701
    MEDTRONIC PLC 2,947 2,450
    TRANE TECHNOLOGIES PLC 1,894 3,925
    WILLIS TOWERS WATSON PLC 2,151 2,954
    ISHARES MSCI EAFE ETF 134,631 146,657
    ABBOTT LABORATORIES 5,293 14,093
    ACTIVISION BLIZZARD INCORPORAT 2,814 2,588
    AIR PRODUCTS & CHEMICALS INC 2,893 4,652
    AMAZON.COM INC 19,042 11,392
    AMERICAN ELECTRIC POWER CO INC 2,194 3,098
    AMERICAN TOWER CORP 16,019 16,594
    AMGEN INC COM 2,889 4,582
    AMPHENOL CORP NEW CL A 4,750 12,386
    ANALOG DEVICES INC 2,423 6,876
    APPLE INC 7,278 21,464
    AT&T INC 1,893 1,407
    AUTOMATIC DATA PROCESSING INC 9,695 15,584
    BECTON DICKINSON & CO COM 2,226 2,244
    BLACKROCK INC 3,637 5,728
    BROADCOM INC 3,390 6,061
    CDW CORP 10,619 17,921
    CHEVRON CORP 1,992 3,666
    CISCO SYSTEMS INC 3,014 4,873
    CITIGROUP INC 2,455 2,130
    CME GROUP INC 2,562 2,648
    CMS ENERGY CORP COM 1,728 1,954
    COMCAST CORP 3,249 2,895
    CONSTELLATION BRANDS INC CL A 7,982 9,522
    COSTCO WHOLESALE CORP COM 3,411 7,550
    DANAHER CORP COM 3,295 6,835
    EOG RESOURCES INC COM 2,745 6,955
    ESTEE LAUDER COMPANIES INC 2,683 3,773
    EXPEDIA GROUP INC. 2,117 1,816
    FEDEX CORP COM 3,551 3,462
    ILLUMINA INC 7,446 8,069
    INTUIT INC COM 3,249 2,853
    IQVIA HOLDINGS INC 5,804 16,352
    JOHNSON & JOHNSON 2,942 4,450
    JPMORGAN CHASE & CO 3,789 7,876
    LOCKHEED MARTIN CORPORATION CO 1,899 3,882
    LOWES COMPANIES INCORPORATED 4,444 8,289
    MASTERCARD INC 12,333 32,789
    MERCK & COMPANY INC 1,764 3,304
    METLIFE INCORPORATED 1,451 2,838
    MICROSOFT CORP 19,310 44,139
    MORGAN STANLEY GROUP INC 2,599 4,933
    NIKE INC CL B 11,375 14,369
    OMNICOM GROUP INC COM 3,629 3,828
    ORACLE CORPORATION COM 1,783 2,740
    PEPSICO INC COM 3,085 5,194
    PHILIP MORRIS INTERNATIONAL IN 1,619 2,193
    PROCTER & GAMBLE CO COM 2,789 4,773
    RTX CORPORATION 3,379 5,627
    SCHWAB CHARLES CORP NEW COM 7,498 20,305
    SHERWIN WILLIAMS CO COM 2,523 4,236
    STARBUCKS CORP COM 2,316 3,475
    STERICYCLE INC COM 7,700 8,914
    THE COOPER COMPANIES INC 11,535 9,174
    TJX COMPANIES COM 11,888 17,931
    U S BANCORP DEL COM NEW 3,057 2,587
    UNION PACIFIC CORP COM 3,999 5,218
    UNITEDHEALTH GROUP INC 3,937 8,764
    VALERO ENERGY CORP COM 2,806 6,013
    WALT DISNEY CO 1,885 1,566
    XYLEM INC-W/I 2,226 3,033
    ZOETIS INC 8,439 16,801
    ISHARES CORE S&P 500 ETF 192,920 394,584
    ISHARES RUSSELL 2000 ET 12,612 49,653
    WILMINGTON BROAD MARKET BOND F 176,355 144,339
    ISHARES TIPS BOND ETF 45,912 44,853
    ISHARES COHEN & STEERS REIT ET 13,182 15,436
    SPDR DOW JONES INTERNATIONAL R 23,154 14,918
    QUALCOMM INC COM 1,759 4,301

    TY 2021 OtherDecreasesSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Description Amount
    2022 TRANSACTIONS POSTED AFTER NOVEMBER 325
    ROUNDING ADJUSTMENT 230


    TY 2021 OtherExpensesSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    CASH DISBURSEMENT- OTHER FEES 510 510   0
    OTHER EXPENSE (NON-DEDUCTIBLE 2,176 2,176   0


    TY 2021 OtherIncreasesSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Description Amount
    CARRY VALUE ADJUSTMENT 0
    COMMON TRUST FUND ADJUSTMENT 0
    2021 TRANSACTIONS POSTED IN 2022 280


    TY 2021 TaxesSchedule
    Name:
    HEUER FOUNDATION 016376-000
    EIN:
    51-0255378
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL TAX PAYMENT - PRIOR YE 1,358 0   0
    FEDERAL ESTIMATES - PRINCIPAL 2,300 0   0
    FOREIGN TAXES ON QUALIFIED FOR 184 184   0
    FOREIGN TAXES ON NONQUALIFIED 141 141   0