TY 2021 Form 990PF

- TIN:

Form990-PF

Department of the Treasury
Internal Revenue Service

Return of Private Foundation

or Section 4947(a)(1) Trust Treated as Private Foundation

Do not enter social security numbers on this form as it may be made public.
bullet

Go 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
THE JAKE ARONOV CHARITABLE FOUNDATION

Number and street (or P.O. box number if mail is not delivered to street address)3500 EASTERN BOULEVARD
Room/suite

City or town, state or province, country, and ZIP or foreign postal code
MONTGOMERY, AL36116

A Employer identification number

63-1215344

B Telephone number (see instructions)

(334) 277-1000

C If exemption application is pending, check here bullet

G Check all that apply: Initial returnInitial return of a former public charity
Final returnAmended return
Address change Name change

D 1. Foreign organizations, check here............. bullet

2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet

E If private foundation status was terminated
under section 507(b)(1)(A), check here ....... bullet

H Check type of organization: Section 501(c)(3) exempt private foundation
Section 4947(a)(1) nonexempt charitable trust Other taxable private foundation

F If the foundation is in a 60-month termination
under section 507(b)(1)(B), check here ....... bullet

I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16) bullet

$13,228,868J Accounting method: Cash Accrual
Other (specify)
(Part I, column (d) must be on cash basis.)

	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	(d) Disbursements for charitable purposes (cash basis only)


1	Contributions, gifts, grants, etc., received (attach schedule)	3,050,270
2	Check .............
3	Interest on savings and temporary cash investments	1,836		1,836
4	Dividends and interest from securities...	75,803		75,803
5a	Gross rents............
b	Net rental income or (loss)
6a	Net gain or (loss) from sale of assets not on line 10		633,452
b	Gross sales price for all assets on line 6a 8,417,122
7	Capital gain net income (from Part IV, line 2)...			633,452
8	Net short-term capital gain.........
9	Income modifications...........
10a	Gross sales less returns and allowances
b	Less: Cost of goods sold....
c	Gross profit or (loss) (attach schedule).....
11	Other income (attach schedule).......
12	Total. Add lines 1 through 11........	3,761,361		711,091
13	Compensation of officers, directors, trustees, etc.	0		0	0
14	Other employee salaries and wages......
15	Pension plans, employee benefits.......
16a	Legal fees (attach schedule).........
b	Accounting fees (attach schedule).......		25,716	25,716	0
c	Other professional fees (attach schedule)....
17	Interest...............	3,436		3,436	0
18	Taxes (attach schedule) (see instructions)...		11,227	0	0
19	Depreciation (attach schedule) and depletion...
20	Occupancy..............
21	Travel, conferences, and meetings.......
22	Printing and publications..........
23	Other expenses (attach schedule).......		2,256	2,256	0
24	Total operating and administrative expenses.
	Add lines 13 through 23..........	42,635		31,408	0
25	Contributions, gifts, grants paid.......	696,500			696,500
26	Total expenses and disbursements. Add lines 24 and 25	739,135		31,408	696,500
27	Subtract line 26 from line 12:
a	Excess of revenue over expenses and disbursements	3,022,226
b	Net investment income (if negative, enter -0-)			679,683
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	Beginning of year	End of year
Part II		Balance Sheets	(a) Book Value	(b) Book Value	(c) Fair Market Value
	1	Cash—non-interest-bearing.............	-1
	2	Savings and temporary cash investments.........	44,989	1,278,143	1,278,143
	3	Accounts receivable
		Less: allowance for doubtful accounts
	4	Pledges receivable
		Less: allowance for doubtful accounts
	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)
		Less: allowance for doubtful accounts
	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).......	8,392,804	10,187,606	11,950,725
	c	Investments—corporate bonds (attach schedule).......
	11	Investments—land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	12	Investments—mortgage loans.............
	13	Investments—other (attach schedule)..........
	14	Land, buildings, and equipment: basis
		Less: accumulated depreciation (attach schedule)
	15	Other assets (describe )
	16	Total assets (to be completed by all filers—see the
		instructions. Also, see page 1, item I)	8,437,792	11,465,749	13,228,868
	17	Accounts payable and accrued expenses..........
	18	Grants payable.................
	19	Deferred revenue.................
	20	Loans from officers, directors, trustees, and other disqualified persons	3	3
	21	Mortgages and other notes payable (attach schedule)......
	22	Other liabilities (describe )	0	5,731
	23	Total liabilities (add lines 17 through 22).........	3	5,734
		Foundations that follow FASB ASC 958, check here
		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
		and complete lines 26 through 30.
	26	Capital stock, trust principal, or current funds........	0	0
	27	Paid-in or capital surplus, or land, bldg., and equipment fund	0	0
	28	Retained earnings, accumulated income, endowment, or other funds	8,437,789	11,460,015
	29	Total net assets or fund balances (see instructions).....	8,437,789	11,460,015
	30	Total liabilities and net assets/fund balances (see instructions).	8,437,792	11,465,749

Part III

Analysis of Changes in Net Assets or Fund Balances

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) ...............

8,437,789

Enter amount from Part I, line 27a .....................

3,022,226

Other increases not included in line 2 (itemize) bullet

Add lines 1, 2, and 3 ..........................

11,460,015

Decreases not included in line 2 (itemize) bullet

Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .

11,460,015

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	MSIF ULTRA-SHORT INCOME A	P	2019-06-10	2022-09-23
b	MSIF ULTRA-SHORT INCOME A	P	2019-06-10	2022-09-23
c	MSIF ULTRA-SHORT INCOME A	P	2019-11-10	2022-09-23
d	MSIF ULTRA-SHORT INCOME A	P	2019-11-20	2022-09-23
e	MSIF ULTRA-SHORT INCOME A	P	2019-12-19	2022-09-23
	MSIF ULTRA-SHORT INCOME A	P	2020-01-20	2022-09-23
	MSIF ULTRA-SHORT INCOME A	P	2020-01-22	2022-09-23
	MSIF ULTRA-SHORT INCOME A	P	2019-11-10	2022-09-23
	FISERV INCORPORATED	P	2021-02-25	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-02-17	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-02-17	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-02-26	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-03-18	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-07-22	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-07-22	2021-12-03
	MOLSON COORS BEVERGAE COMPANY	P	2021-07-23	2021-12-21
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-11	2021-12-03
	PROGRESSIVE CORPORATION	P	2019-11-19	2021-12-17
	WORLD FUEL SVCS CORPORATION	P	2020-08-31	2021-12-20
	WORLD FUEL SVCS CORPORATION	P	2020-08-31	2021-12-21
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-07-26	2022-01-05
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-07-27	2022-01-05
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-07-28	2022-01-05
	QUALCOMM INCORPORATED	P	2021-05-27	2022-01-07
	QUALCOMM INCORPORATED	P	2021-05-28	2022-01-07
	AXALTA COATING SYSTEMS LIMITED	P	2021-07-29	2022-01-07
	PROGRESSIVE CORPORATION	P	2021-02-16	2022-01-13
	PROGRESSIVE CORPORATION	P	2021-02-16	2022-01-14
	PROGRESSIVE CORPORATION	P	2021-07-16	2022-01-14
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-01-07
	PROGRESSIVE CORPORATION	P	2019-11-19	2022-01-07
	PROGRESSIVE CORPORATION	P	2019-12-03	2022-01-07
	PREMIER INCORPORATED	P	2019-03-28	2022-01-13
	PROGRESSIVE CORPORATION	P	2019-12-03	2022-01-13
	PROGRESSIVE CORPORATION	P	2020-03-13	2022-01-13
	PREMIER INCORPORATED	P	2019-03-28	2022-01-14
	PREMIER INCORPORATED	P	2019-04-17	2022-01-14
	PREMIER INCORPORATED	P	2019-04-17	2022-01-18
	FOMENTO ECONOMICO MEXICANO	P	2021-02-16	2022-02-03
	FOMENTO ECONOMICO MEXICANO	P	2021-02-17	2022-02-03
	AXALTA COATING SYSTEMS LIMITED	P	2021-07-28	2022-02-03
	CACI INTERNATIONAL INCORPORATED	P	2021-04-20	2022-02-04
	AVAYA HLDGS CORPORATION	P	2021-05-17	2022-02-07
	AVAYA HLDGS CORPORATION	P	2021-05-18	2022-02-07
	AVAYA HLDGS CORPORATION	P	2021-05-19	2022-02-07
	AVAYA HLDGS CORPORATION	P	2021-05-26	2022-02-07
	META PLATFORMS INCORPORATED	P	2021-05-21	2022-02-08
	FOMENTO ECONOMICO MEXICANO	P	2021-01-14	2022-02-03
	FOMENTO ECONOMICO MEXICANO	P	2021-01-15	2022-02-03
	FOMENTO ECONOMICO MEXICANO	P	2021-01-19	2022-02-03
	FOMENTO ECONOMICO MEXICANO	P	2021-01-29	2022-02-03
	D R HORTON INCORPORATED	P	2021-04-28	2022-03-02
	AXALTA COATING SYSTEMS LIMITED	P	2021-07-28	2022-03-02
	AXALTA COATING SYSTEMS LIMITED	P	2021-09-08	2022-03-02
	AXALTA COATING SYSTEMS LIMITED	P	2021-09-15	2022-03-02
	CACI INTERNATIONAL INCORPORATED	P	2021-04-20	2022-03-09
	CACI INTERNATIONAL INCORPORATED	P	2021-04-20	2022-03-16
	DUN & BRADSTREET HLDGS INCORPORATED	P	2021-11-18	2022-03-16
	CACI INTERNATIONAL INCORPORATED	P	2021-04-20	2022-03-25
	DUN & BRADSTREET HLDGS INCORPORATED	P	2021-11-18	2022-03-25
	AES CORPORATION	P	2019-09-03	2022-03-02
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-11	2022-03-02
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-06-08	2022-03-02
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-06-22	2022-03-02
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-07-17	2022-03-02
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-03-02
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-11	2022-03-03
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-22	2022-03-03
	AIR TRANSPORT SERVICES GROUP INC	P	2019-03-27	2022-03-07
	AIR TRANSPORT SERVICES GROUP INC	P	2019-03-28	2022-03-07
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-03-08
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-03-15
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-22	2022-03-18
	BRISTOL MYERS SQUIBB COMPANY	P	2020-06-25	2022-03-18
	BRISTOL MYERS SQUIBB COMPANY	P	2020-07-28	2022-03-18
	BRISTOL MYERS SQUIBB COMPANY	P	2020-08-13	2022-03-18
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-03-22
	AIR TRANSPORT SERVICES GROUP INC	P	2019-03-28	2022-03-25
	FISERV INCORPORATED	P	2021-02-25	2022-03-25
	UNILEVER PLC SPON ADR NEW	P	2020-12-15	2022-03-25
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-07-28	2022-04-01
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-09-07	2022-04-01
	DUN & BRADSTREET HLDGS INCORPORATED	P	2021-11-18	2022-04-06
	DUN & BRADSTREET HLDGS INCORPORATED	P	2021-12-21	2022-04-06
	BATH & BODY WORKS INC	P	2022-01-13	2022-04-08
	POLARIS INCORPORATED	P	2022-02-07	2022-04-08
	NEWS CORPORATION	P	2021-09-29	2022-04-14
	NEWS CORPORATION	P	2021-09-30	2022-04-14
	CACI INTERNATIONAL INCORPORATED	P	2021-04-20	2022-04-20
	CACI INTERNATIONAL INCORPORATED	P	2021-05-21	2022-04-20
	CACI INTERNATIONAL INCORPORATED	P	2021-09-08	2022-04-20
	NEWS CORPORATION	P	2021-09-30	2022-04-20
	ALPHABET INCORPORATED	P	2022-02-03	2022-04-26
	META PLATFORMS INCORPORATED	P	2021-05-21	2022-04-26
	META PLATFORMS INCORPORATED	P	2021-05-21	2022-04-28
	META PLATFORMS INCORPORATED	P	2021-06-07	2022-04-28
	META PLATFORMS INCORPORATED	P	2021-06-08	2022-04-28
	META PLATFORMS INCORPORATED	P	2021-06-08	2022-04-28
	META PLATFORMS INCORPORATED	P	2021-06-09	2022-04-28
	BRISTOL MYERS SQUIBB COMPANY	P	2020-08-13	2022-04-01
	BRISTOL MYERS SQUIBB COMPANY	P	2020-12-07	2022-04-01
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-04-08
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-07-17	2022-04-20
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-10-14	2022-04-20
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-10-26	2022-04-20
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-11-06	2022-04-20
	FIDELITY NATIONAL FINANCIAL IN FNF GROUP	P	2020-03-30	2022-04-20
	ALIGHT INCORPORATED	P	2021-12-20	2022-05-04
	ADVANCE AUTO PARTS INCORPORATED	P	2022-03-02	2022-05-23
	BATH & BODY WORKS INC	P	2022-01-13	2022-05-23
	BATH & BODY WORKS INC	P	2022-01-14	2022-05-23
	BATH & BODY WORKS INC	P	2022-01-18	2022-05-23
	BATH & BODY WORKS INC	P	2022-03-02	2022-05-23
	QUALCOMM INCORPORATED	P	2021-05-28	2022-05-23
	QUALCOMM INCORPORATED	P	2021-06-01	2022-05-23
	QUALCOMM INCORPORATED	P	2021-06-02	2022-05-23
	POLARIS INCORPORATED	P	2022-02-07	2022-05-24
	POLARIS INCORPORATED	P	2022-03-07	2022-05-24
	ADVANCE AUTO PARTS INCORPORATED	P	2022-03-02	2022-05-26
	ALIGHT INCORPORATED	P	2021-12-20	2022-05-26
	NEWS CORPORATION	P	2021-09-30	2022-05-26
	NEWS CORPORATION	P	2021-10-27	2022-05-26
	NEWS CORPORATION	P	2021-11-10	2022-05-26
	QUALCOMM INCORPORATED	P	2021-06-02	2022-05-26
	QUALCOMM INCORPORATED	P	2021-06-03	2022-05-26
	ALIGHT INCORPORATED	P	2021-12-20	2022-05-27
	ALIGHT INCORPORATED	P	2021-12-21	2022-05-27
	ALIGHT INCORPORATED	P	2022-01-14	2022-05-27
	ALIGHT INCORPORATED	P	2022-01-18	2022-05-27
	NEWS CORPORATION	P	2021-11-10	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2021-06-10	2022-05-27
	ALIGHT INCORPORATED	P	2022-01-18	2022-05-31
	WORLD FUEL SVCS CORPORATION	P	2021-06-10	2022-05-31
	COMCAST CORPORATION	P	2018-08-16	2022-05-04
	BERKSHIRE HATHAWAY INCORPORATED	P	2018-08-16	2022-05-23
	COMCAST CORPORATION	P	2018-08-16	2022-05-23
	FISERV INCORPORATED	P	2021-02-25	2022-05-23
	LKQ CORPORATION	P	2018-11-07	2022-05-23
	LKQ CORPORATION	P	2018-12-26	2022-05-23
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-05-24
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-05-24
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-05-24
	NCR CORPORATION	P	2019-11-01	2022-05-24
	NCR CORPORATION	P	2020-03-02	2022-05-24
	CANNAE HLDGS INCORPORATED	P	2020-03-18	2022-05-26
	CANNAE HLDGS INCORPORATED	P	2020-03-19	2022-05-26
	CANNAE HLDGS INCORPORATED	P	2020-03-20	2022-05-26
	CANNAE HLDGS INCORPORATED	P	2020-03-27	2022-05-26
	CANNAE HLDGS INCORPORATED	P	2020-05-20	2022-05-26
	COMCAST CORPORATION	P	2018-08-16	2022-05-26
	FISERV INCORPORATED	P	2021-02-25	2022-05-26
	LKQ CORPORATION	P	2018-12-26	2022-05-26
	LKQ CORPORATION	P	2020-03-10	2022-05-26
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-05-26
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-05-26
	NCR CORPORATION	P	2020-03-02	2022-05-26
	NCR CORPORATION	P	2020-11-19	2022-05-26
	WORLD FUEL SVCS CORPORATION	P	2020-08-31	2022-05-26
	WORLD FUEL SVCS CORPORATION	P	2020-09-01	2022-05-26
	CANNAE HLDGS INCORPORATED	P	2020-05-20	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2020-05-21	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2020-11-16	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2021-01-25	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2021-01-29	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2021-02-16	2022-05-27
	CANNAE HLDGS INCORPORATED	P	2021-02-17	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2020-09-01	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2020-09-02	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2020-11-11	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2021-03-04	2022-05-27
	WORLD FUEL SVCS CORPORATION	P	2021-06-10	2022-06-01
	PROGRESSIVE CORPORATION	P	2021-07-16	2022-06-02
	PROGRESSIVE CORPORATION	P	2021-09-28	2022-06-02
	SM ENERGY COMPANY	P	2022-05-26	2022-06-02
	SM ENERGY COMPANY	P	2022-05-26	2022-06-16
	SM ENERGY COMPANY	P	2022-05-27	2022-06-16
	SM ENERGY COMPANY	P	2022-05-31	2022-06-16
	EXPEDIA GROUP INCORPORATED	P	2022-05-26	2022-06-23
	ORACLE CORPORATION	P	2022-01-07	2022-06-23
	FISERV INCORPORATED	P	2021-02-25	2022-06-02
	AES CORPORATION	P	2019-09-03	2022-06-16
	AES CORPORATION	P	2019-10-17	2022-06-16
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-06-16
	LIBERTY BROADBAND CORPORATION	P	2020-01-24	2022-06-16
	LIBERTY BROADBAND CORPORATION	P	2020-11-19	2022-06-16
	LIBERTY BROADBAND CORPORATION	P	2021-01-08	2022-06-16
	LIBERTY BROADBAND CORPORATION	P	2021-01-29	2022-06-16
	VISTRA CORPORATION	P	2021-02-25	2022-06-16
	D R HORTON INCORPORATED	P	2021-04-28	2022-06-23
	LKQ CORPORATION	P	2020-03-10	2022-06-23
	LKQ CORPORATION	P	2021-01-29	2022-06-23
	QUALCOMM INCORPORATED	P	2021-06-03	2022-06-23
	KKR & COMPANY INCORPORATED	P	2022-04-01	2022-07-06
	PREMIER INCORPORATED	P	2022-04-22	2022-07-08
	BJS WHOLESALE CLUB HLDGS INCORPORATED	P	2022-05-23	2022-07-19
	NCR CORPORATION	P	2021-08-05	2022-07-19
	NCR CORPORATION	P	2021-11-10	2022-07-19
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2021-09-07	2022-07-29
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-03-02	2022-07-29
	BJS WHOLESALE CLUB HLDGS INCORPORATED	P	2022-05-23	2022-07-29
	MOLSON COORS BEVERGAE COMPANY	P	2022-06-23	2022-07-29
	STARBUCKS CORPORATION	P	2022-05-23	2022-07-29
	UNIFIRST CORPORATION	P	2022-07-07	2022-07-29
	NCR CORPORATION	P	2020-11-19	2022-07-19
	NCR CORPORATION	P	2021-02-03	2022-07-19
	ICU MED INCORPORATED	P	2022-07-29	2022-08-10
	ICU MED INCORPORATED	P	2022-08-02	2022-08-10
	TD SYNNEX CORPORATION	P	2022-05-26	2022-08-10
	BJS WHOLESALE CLUB HLDGS INCORPORATED	P	2022-05-23	2022-08-19
	BJS WHOLESALE CLUB HLDGS INCORPORATED	P	2022-05-23	2022-08-24
	WHITE MTNS INS GROUP LIMITED	P	2022-06-16	2022-08-25
	WHITE MTNS INS GROUP LIMITED	P	2022-06-17	2022-08-25
	WHITE MTNS INS GROUP LIMITED	P	2022-06-17	2022-08-26
	LIBERTY BROADBAND CORPORATION	P	2018-08-16	2022-08-02
	LIBERTY BROADBAND CORPORATION	P	2020-03-18	2022-08-02
	LIBERTY BROADBAND CORPORATION	P	2020-05-22	2022-08-02
	LIBERTY BROADBAND CORPORATION	P	2021-02-03	2022-08-02
	WALGREENS BOOTS ALLIANCE INCORPORATED	P	2022-04-06	2022-09-02
	PERMIAN RESOURCES CORPORATION	P	2022-06-16	2022-09-07
	PERMIAN RESOURCES CORPORATION	P	2022-06-17	2022-09-07
	BJS WHOLESALE CLUB HLDGS INCORPORATED	P	2022-05-23	2022-09-09
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-03-02	2022-09-13
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-03-09	2022-09-13
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-04-26	2022-09-13
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-04-26	2022-09-14
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-05-26	2022-09-14
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-05-27	2022-09-14
	AMERICAN EQTY INVT LIFE HLD COMPANY	P	2022-05-31	2022-09-14
	TD SYNNEX CORPORATION	P	2022-05-26	2022-09-14
	WALGREENS BOOTS ALLIANCE INCORPORATED	P	2022-04-06	2022-09-14
	WALGREENS BOOTS ALLIANCE INCORPORATED	P	2022-04-08	2022-09-14
	WALGREENS BOOTS ALLIANCE INCORPORATED	P	2022-04-26	2022-09-14
	ALPHABET INCORPORATED	P	2022-02-03	2022-09-26
	EXPEDIA GROUP INCORPORATED	P	2022-05-26	2022-09-26
	EXPEDIA GROUP INCORPORATED	P	2022-06-02	2022-09-26
	TD SYNNEX CORPORATION	P	2022-05-26	2022-09-26
	TD SYNNEX CORPORATION	P	2022-05-27	2022-09-26
	US BANCORP DEL COM	P	2022-05-23	2022-09-26
	ALBERTSONS COMPANIES INCORPORATED	P	2022-04-29	2022-09-27
	ALBERTSONS COMPANIES INCORPORATED	P	2022-05-04	2022-09-27
	ALBERTSONS COMPANIES INCORPORATED	P	2022-05-24	2022-09-27
	ALBERTSONS COMPANIES INCORPORATED	P	2022-06-16	2022-09-27
	UNIVAR SOLUTIONS INCORPORATED	P	2022-06-16	2022-09-27
	UNIVAR SOLUTIONS INCORPORATED	P	2022-06-17	2022-09-27
	UNIVAR SOLUTIONS INCORPORATED	P	2022-07-08	2022-09-27
	UNIVAR SOLUTIONS INCORPORATED	P	2022-08-02	2022-09-27
	AES CORPORATION	P	2019-10-17	2022-09-26
	D R HORTON INCORPORATED	P	2021-04-28	2022-09-28
	D R HORTON INCORPORATED	P	2021-04-29	2022-09-28
	D R HORTON INCORPORATED	P	2021-06-07	2022-09-28
	ALPHABET INCORPORATED	P	2022-02-03	2022-11-02
	ALPHABET INCORPORATED	P	2022-02-08	2022-11-02
	ALPHABET INCORPORATED	P	2022-03-02	2022-11-02
	ALPHABET INCORPORATED	P	2022-03-25	2022-11-02
	STARBUCKS CORPORATION	P	2022-05-23	2022-11-16
	UNIFIRST CORPORATION	P	2022-07-07	2022-11-16
	ADVANCE AUTO PARTS INCORPORATED	P	2022-03-02	2022-11-18
	ACI WORLDWIDE INCORPORATED	P	2022-06-16	2022-11-28
	ACI WORLDWIDE INCORPORATED	P	2022-06-17	2022-11-28
	ACI WORLDWIDE INCORPORATED	P	2022-06-17	2022-11-29
	ACI WORLDWIDE INCORPORATED	P	2022-06-21	2022-11-29
	ACI WORLDWIDE INCORPORATED	P	2022-06-21	2022-11-30
	ACI WORLDWIDE INCORPORATED	P	2022-06-22	2022-11-30
	VISTRA CORPORATION	P	2021-02-25	2022-11-09
	FEDERATED HERMES GOVT OBL FD MMKT INSTL SHRS	P	2022-09-13	2022-09-28
	FEDERATED HERMES GOVT OBL FD MMKT INSTL SHRS	P	2022-09-15	2022-09-28
	MORGAN STANLEY FINANCE	P	2019-01-18	2022-09-14
	SOCIETE GENERALE 5Y US EQUITY	P	2019-08-09	2022-01-27

(e) Gross sales price		(g) Cost or other basis plus expense of sale	(h) Gain or (loss) (e) plus (f) minus (g)
a	1,998,461	2,008,493	-10,032
b	5,417	5,444	-27
c	65,742	66,073	-331
d	10,284	10,336	-52
e	9,613	9,662	-49
	9,500	9,547	-47
	983	988	-5
	176,500	177,394	-894
	5,212	6,093	-881
	9,872	9,691	181
	560	583	-23
	17,971	18,735	-764
	18,014	20,678	-2,664
	4,784	5,580	-796
	6,784	7,691	-907
	5,321	5,990	-669
	4,227	4,259	-32
	10,013	7,065	2,948
	8,227	8,666	-439
	1,835	1,861	-26
	2,801	2,206	595
	4,181	3,271	910
	3,044	2,394	650
	2,719	2,006	713
	6,344	4,725	1,619
	9,188	8,441	747
	3,416	2,642	774
	4,498	3,494	1,004
	5,595	4,847	748
	12,366	8,081	4,285
	4,051	2,712	1,339
	6,503	4,313	2,190
	7,650	6,586	1,064
	5,730	3,677	2,053
	5,179	3,572	1,607
	5,194	4,552	642
	4,525	3,736	789
	14,134	12,055	2,079
	1,634	1,564	70
	5,498	5,245	253
	10,086	10,424	-338
	9,771	10,211	-440
	4,070	6,017	-1,947
	8,087	12,459	-4,372
	6,445	9,860	-3,415
	10,096	16,395	-6,299
	9,680	14,036	-4,356
	29,568	30,292	-724
	16,790	17,118	-328
	4,828	4,904	-76
	14,932	14,202	730
	10,124	11,582	-1,458
	19,564	22,289	-2,725
	11,232	12,360	-1,128
	7,119	7,841	-722
	11,988	10,734	1,254
	8,515	7,593	922
	10,013	11,717	-1,704
	5,795	4,974	821
	3,792	4,429	-637
	8,278	6,058	2,220
	7,162	5,906	1,256
	13,346	9,905	3,441
	15,901	10,556	5,345
	3,644	2,503	1,141
	14,288	8,366	5,922
	345	284	61
	8,904	7,315	1,589
	4,228	2,974	1,254
	6,405	4,563	1,842
	3,871	2,486	1,385
	4,959	3,108	1,851
	140	113	27
	8,982	7,426	1,556
	7,578	6,444	1,134
	1,614	1,457	157
	3,541	2,072	1,469
	2,490	1,661	829
	4,854	5,741	-887
	5,913	7,758	-1,845
	13,506	10,886	2,620
	13,149	10,732	2,417
	12,428	14,088	-1,660
	17,303	19,744	-2,441
	4,444	5,558	-1,114
	6,713	7,449	-736
	3,148	3,507	-359
	3,469	3,830	-361
	886	785	101
	18,320	15,988	2,332
	11,228	9,810	1,418
	9,291	10,047	-756
	9,655	11,702	-2,047
	12,562	22,011	-9,449
	3,716	5,742	-2,026
	4,749	7,748	-2,999
	7,639	12,352	-4,713
	8,259	13,354	-5,095
	7,846	12,632	-4,786
	5,864	5,066	798
	13,048	10,996	2,052
	25,337	14,919	10,418
	6,543	4,941	1,602
	4,950	3,819	1,131
	8,910	6,669	2,241
	8,481	6,586	1,895
	9,428	8,972	456
	3,903	4,713	-810
	7,119	8,122	-1,003
	1,438	2,142	-704
	3,964	5,651	-1,687
	12,671	18,134	-5,463
	6,219	8,514	-2,295
	264	270	-6
	5,412	5,496	-84
	6,204	6,288	-84
	25,762	30,960	-5,198
	9,007	10,159	-1,152
	4,944	5,415	-471
	9,228	11,534	-2,306
	14,790	20,306	-5,516
	14,893	19,867	-4,974
	878	1,199	-321
	1,079	1,070	9
	4,450	4,371	79
	11,222	13,931	-2,709
	5,639	7,158	-1,519
	3,700	4,364	-664
	362	418	-56
	5,967	8,062	-2,095
	3,508	4,919	-1,411
	3,922	4,587	-665
	6,140	8,522	-2,382
	5,375	4,752	623
	33,539	22,378	11,161
	16,949	14,077	2,872
	9,855	11,717	-1,862
	4,039	2,301	1,738
	9,409	4,553	4,856
	12,174	8,217	3,957
	23,735	16,590	7,145
	8,091	9,447	-1,356
	5,474	5,283	191
	10,544	8,660	1,884
	354	404	-50
	2,909	3,885	-976
	1,750	2,534	-784
	5,524	9,335	-3,811
	393	706	-313
	6,158	5,002	1,156
	3,678	4,335	-657
	3,930	1,835	2,095
	4,236	2,176	2,060
	8,310	5,307	3,003
	5,066	5,696	-630
	3,980	2,989	991
	5,205	3,855	1,350
	6,018	6,460	-442
	1,684	1,847	-163
	1,994	3,493	-1,499
	1,933	3,430	-1,497
	866	1,714	-848
	4,893	10,227	-5,334
	4,571	8,719	-4,148
	483	927	-444
	2,155	4,143	-1,988
	4,422	4,861	-439
	2,717	2,942	-225
	7,831	8,922	-1,091
	3,087	4,148	-1,061
	6,086	8,487	-2,401
	17,791	14,255	3,536
	13,047	9,906	3,141
	15,190	14,512	678
	7,755	8,346	-591
	7,195	7,971	-776
	5,687	6,750	-1,063
	10,172	13,959	-3,787
	5,393	7,086	-1,693
	8,026	9,491	-1,465
	5,503	4,494	1,009
	2,874	2,479	395
	23,512	31,120	-7,608
	5,633	7,937	-2,304
	6,753	8,324	-1,571
	7,662	9,228	-1,566
	6,018	7,178	-1,160
	15,124	15,212	-88
	13,732	20,368	-6,636
	7,219	3,906	3,313
	5,233	3,876	1,357
	4,860	5,298	-438
	39,898	50,562	-10,664
	7,486	7,423	63
	8,648	6,927	1,721
	17,017	20,661	-3,644
	6,598	8,809	-2,211
	38	32	6
	4,257	4,257	0
	5,457	4,453	1,004
	4,804	4,323	481
	4,966	4,364	602
	4,297	3,930	367
	6,695	5,164	1,531
	8,002	8,901	-899
	24,315	25,373	-1,058
	4,931	5,187	-256
	8,956	8,879	77
	11,529	8,521	3,008
	17,056	12,974	4,082
	14,956	13,587	1,369
	10,877	9,778	1,099
	6,746	6,111	635
	23,827	17,288	6,539
	11,144	7,191	3,953
	4,876	5,078	-202
	5,240	7,141	-1,901
	8,478	10,518	-2,040
	16,107	17,333	-1,226
	4,134	4,405	-271
	4,101	2,859	1,242
	12,712	12,772	-60
	7,425	7,732	-307
	5,062	5,221	-159
	332	348	-16
	7,784	8,547	-763
	8,559	9,517	-958
	6,862	7,491	-629
	7,685	8,380	-695
	15,948	20,415	-4,467
	25,135	33,033	-7,898
	3,744	4,906	-1,162
	8,458	12,433	-3,975
	18,668	26,742	-8,074
	2,732	4,008	-1,276
	2,837	3,292	-455
	4,814	5,699	-885
	6,573	8,074	-1,501
	19,782	25,436	-5,654
	7,028	8,995	-1,967
	22,830	27,279	-4,449
	4,030	4,661	-631
	7,624	9,674	-2,050
	10,535	13,041	-2,506
	7,798	8,720	-922
	6,973	8,242	-1,269
	6,610	4,521	2,089
	5,947	8,287	-2,340
	8,813	12,343	-3,530
	7,522	9,697	-2,175
	22,772	37,300	-14,528
	7,144	11,131	-3,987
	8,930	13,521	-4,591
	3,572	5,615	-2,043
	4,365	3,329	1,036
	8,000	7,681	319
	7,849	11,038	-3,189
	14,181	16,674	-2,493
	2,459	2,983	-524
	8,348	10,217	-1,869
	6,235	7,833	-1,598
	4,709	5,971	-1,262
	3,603	4,605	-1,002
	6,725	6,368	357
	538,623	538,623	0
	764,000	764,000	0
	763,994	500,006	263,988
	2,005,494	1,500,004	505,490

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			-10,032
b			-27
c			-331
d			-52
e			-49
			-47
			-5
			-894
			-881
			181
			-23
			-764
			-2,664
			-796
			-907
			-669
			-32
			2,948
			-439
			-26
			595
			910
			650
			713
			1,619
			747
			774
			1,004
			748
			4,285
			1,339
			2,190
			1,064
			2,053
			1,607
			642
			789
			2,079
			70
			253
			-338
			-440
			-1,947
			-4,372
			-3,415
			-6,299
			-4,356
			-724
			-328
			-76
			730
			-1,458
			-2,725
			-1,128
			-722
			1,254
			922
			-1,704
			821
			-637
			2,220
			1,256
			3,441
			5,345
			1,141
			5,922
			61
			1,589
			1,254
			1,842
			1,385
			1,851
			27
			1,556
			1,134
			157
			1,469
			829
			-887
			-1,845
			2,620
			2,417
			-1,660
			-2,441
			-1,114
			-736
			-359
			-361
			101
			2,332
			1,418
			-756
			-2,047
			-9,449
			-2,026
			-2,999
			-4,713
			-5,095
			-4,786
			798
			2,052
			10,418
			1,602
			1,131
			2,241
			1,895
			456
			-810
			-1,003
			-704
			-1,687
			-5,463
			-2,295
			-6
			-84
			-84
			-5,198
			-1,152
			-471
			-2,306
			-5,516
			-4,974
			-321
			9
			79
			-2,709
			-1,519
			-664
			-56
			-2,095
			-1,411
			-665
			-2,382
			623
			11,161
			2,872
			-1,862
			1,738
			4,856
			3,957
			7,145
			-1,356
			191
			1,884
			-50
			-976
			-784
			-3,811
			-313
			1,156
			-657
			2,095
			2,060
			3,003
			-630
			991
			1,350
			-442
			-163
			-1,499
			-1,497
			-848
			-5,334
			-4,148
			-444
			-1,988
			-439
			-225
			-1,091
			-1,061
			-2,401
			3,536
			3,141
			678
			-591
			-776
			-1,063
			-3,787
			-1,693
			-1,465
			1,009
			395
			-7,608
			-2,304
			-1,571
			-1,566
			-1,160
			-88
			-6,636
			3,313
			1,357
			-438
			-10,664
			63
			1,721
			-3,644
			-2,211
			6
			0
			1,004
			481
			602
			367
			1,531
			-899
			-1,058
			-256
			77
			3,008
			4,082
			1,369
			1,099
			635
			6,539
			3,953
			-202
			-1,901
			-2,040
			-1,226
			-271
			1,242
			-60
			-307
			-159
			-16
			-763
			-958
			-629
			-695
			-4,467
			-7,898
			-1,162
			-3,975
			-8,074
			-1,276
			-455
			-885
			-1,501
			-5,654
			-1,967
			-4,449
			-631
			-2,050
			-2,506
			-922
			-1,269
			2,089
			-2,340
			-3,530
			-2,175
			-14,528
			-3,987
			-4,591
			-2,043
			1,036
			319
			-3,189
			-2,493
			-524
			-1,869
			-1,598
			-1,262
			-1,002
			357
			0
			0
			263,988
			505,490

2	Capital gain net income or (net capital loss)	If gain, also enter in Part I, line 7 If (loss), enter -0- in Part I, line 7	2	633,452
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 ...................		3

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 and enter “N/A" on line 1.
	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	9,448
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	9,448
6	Credits/Payments:

a	2021 estimated tax payments and 2020 overpayment credited to 2021	6a	6,720
b	Exempt foreign organizations—tax withheld at source......	6b	0
c	Tax paid with application for extension of time to file (Form 8868)...	6c	0
d	Backup withholding erroneously withheld ...........	6d	0

7	Total credits and payments. Add lines 6a through 6d..............		7	6,720
8	Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached.		8	2
9	Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......		9	2,730
10	Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...		10
11	Enter the amount of line 10 to be: Credited to 2022 estimated tax	Refunded	11

Part VI-A

Statements Regarding Activities

During the tax year, did the foundation attempt to influence any national, state, or local legislation or did

Yes

it participate or intervene in any political campaign? ....................

Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions

for the definition.................................

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.

Did the foundation file Form 1120-POL for this year?.....................

Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:

(1) On the foundation. bullet

$ 0(2) On foundation managers. bullet

$ 0

Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed

on foundation managers. bullet

$ 0

Has the foundation engaged in any activities that have not previously been reported to the IRS?.......

If "Yes," attach a detailed description of the activities.

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....

Did the foundation have unrelated business gross income of $1,000 or more during the year?.........

If "Yes," has it filed a tax return on Form 990-T for this year?...................

Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........

If "Yes," attach the statement required by General Instruction T.

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?................

Yes

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..................................

Yes

Enter the states to which the foundation reports or with which it is registered (see instructions)

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 .

Yes

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 .............................

Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names

and addresses. ...............................

Form 990-PF (2021)

Page 5

Part VI-A

Statements Regarding Activities (continued)

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 .............

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.................

Did the foundation comply with the public inspection requirements for its annual returns and exemption application?

Yes

Website address bullet

N/A

The books are in care of bullet

JAKE ARONOV Telephone no. bullet

(334) 277-1000

Located at bullet

3500 EASTERN BOULEVARDMONTGOMERYAL ZIP+4 bullet

36116

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

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

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)

(2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)

a disqualified person? ..............................

1a(2)

(3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........

1a(3)

(4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............

1a(4)

(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)

(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)

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 ..........

Organizations relying on a current notice regarding disaster assistance check here........ bullet

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? .............

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)):

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?....................

If "Yes," list the years bullet

20, 20, 20, 20

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.) ..............

If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.

20, 20, 20, 20

Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at

any time during the year? ..............................

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.) .....................

Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?

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? ..

Form 990-PF (2021)

Page 6

Part VI-B

Statements Regarding Activities for Which Form 4720 May Be Required (continued)

During the year did the foundation pay or incur any amount to:

Yes

(1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))? ..........

5a(1)

(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)

(3) Provide a grant to an individual for travel, study, or other similar purposes? .............

5a(3)

(4) Provide a grant to an organization other than a charitable, etc., organization described

in section 4945(d)(4)(A)? See instructions ........................

5a(4)

(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)

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 ........

Organizations relying on a current notice regarding disaster assistance check here ......... bullet

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? .................

If "Yes," attach the statement required by Regulations section 53.4945–5(d).

Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on

a personal benefit contract? .............................

Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....

If "Yes" to 6b, file Form 8870.

At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?

If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? .....

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? .........................

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
JAKE F ARONOV	CHAIRMAN OF BD. OF DIREC. 0.00	0	0	0
3500 EASTERN BOULEVARD MONTGOMERY,AL36116	CHAIRMAN OF BD. OF DIREC. 0.00	0	0	0

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...................				0

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	CONTRIBUTED TO CHARITABLE ORGANIZATIONS AND MINISTRIES. SEE PART XV FOR DETAIL OF ORGANIZATIONS.	0
2


3


4

Part VIII-B

Summary of Program-Related Investments (see instructions)

Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2.	Amount
1


2


All other program-related investments. See instructions.
3

Total. Add lines 1 through 3......................... bullet

Form 990-PF (2021)

Page 8

Part IX

Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)

Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,

purposes:

Average monthly fair market value of securities...................

11,424,877

Average of monthly cash balances.......................

1,300,872

Fair market value of all other assets (see instructions)................

Total (add lines 1a, b, and c).........................

12,725,749

Reduction claimed for blockage or other factors reported on lines 1a and

1c (attach detailed explanation) .............

Acquisition indebtedness applicable to line 1 assets..................

Subtract line 2 from line 1d.........................

12,725,749

Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see

instructions) .............................

190,886

Net value of noncharitable-use assets. Subtract line 4 from line 3. .......

12,534,863

Minimum investment return. Enter 5% (0.05) of line 5................

626,743

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.)

Minimum investment return from Part IX, line 6..................

626,743

Tax on investment income for 2021 from Part V, line 5.......

9,448

Income tax for 2021. (This does not include the tax from Part V.) ...

Add lines 2a and 2b............................

9,448

Distributable amount before adjustments. Subtract line 2c from line 1............

617,295

Recoveries of amounts treated as qualifying distributions................

Add lines 3 and 4............................

617,295

Deduction from distributable amount (see instructions).................

Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...

617,295

Part XI

Qualifying Distributions (see instructions)

Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:

Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........

Program-related investments—total from Part VIII-B..................

Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,

purposes...............................

Amounts set aside for specific charitable projects that satisfy the:

Suitability test (prior IRS approval required)....................

Cash distribution test (attach the required schedule) .................

Qualifying distributions. Add lines 1a through 3b. Enter here and on Part XII, line 4.

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					617,295
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......	281,900
b From 2017......	185,804
c From 2018......	931,043
d From 2019......	1,150,082
e From 2020......
f Total of lines 3a through e ........		2,548,829
4Qualifying distributions for 2021 from Part
XI, line 4: $ 696,500
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.....					617,295
e Remaining amount distributed out of corpus		79,205
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		2,628,034
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) ...		281,900
9 Excess distributions carryover to 2022. Subtract lines 7 and 8 from line 6a ......		2,346,134
10 Analysis of line 9:
a Excess from 2017....	185,804
b Excess from 2018....	931,043
c Excess from 2019....	1,150,082
d Excess from 2020....
e Excess from 2021....	79,205

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 4942(j)(3) or4942(j)(5)

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	(e) Total

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).)

JAKE F ARONOV

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

if the foundation only makes contributions to preselected charitable organizations and does not accept
unsolicited requests for funds. If the foundation makes gifts, grants, etc. to individuals or organizations under
other conditions, complete items 2a, b, c, and d. See instructions

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)

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)		Foundation status of recipient	Purpose of grant or contribution	Amount
aPaid during the year
AISH HATORAH NEW YORK 313 WEST 83RD STREET NEW YORK,NY10024	NONE	PUBLIC	PHILANTHROPIC	360,000
AMERICAN ISRAEL EDUCATION FOUNDATION 251 H STREET NW WASHINGTON,DC20001	NONE	PUBLIC	PHILANTHROPIC	95,000
BETH JACOB ATLANTA 1855 LAVISTA ROAD ATLANTA,GA30329	NONE	PUBLIC	PHILANTHROPIC	65,000
TEMIMA HIGH SCHOOL FOR GIRLS 1985-B LA VISTA ROAD ATLANTA,GA30329	NONE	PUBLIC	EDUCATION	80,000
YESHIVA OHR YISRAEL 1458 HOLLY LANE ATLANTA,GA30329	NONE	PUBLIC	PHILANTHROPIC	96,500
Total ................................. 3a				696,500

bApproved for future payment

Total ................................. 3b				0

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	(e) Related or exempt function income (See instructions.)
a
b
c
d
e
f
gFees and contracts from government agencies
2 Membership dues and assessments ....
3 Interest on savings and temporary cash investments ...........			14	1,836
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	633,452
9 Net income or (loss) from special events:
10 Gross profit or (loss) from sales of inventory
11 Other revenue: a
b
c
d
e
12 Subtotal. Add columns (b), (d), and (e) ..		0		711,091	0

13Total. Add line 12, columns (b), (d), and (e)..................

711,091

(See worksheet in line 13 instructions to verify calculations.)

Part XV-B

Relationship of Activities to the Accomplishment of Exempt Purposes

Line No.	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)

Page 13

Part XVI

Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations

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

Transfers from the reporting foundation to a noncharitable exempt organization of:

(1) Cash...................................

1a(1)

(2) Other assets.................................

1a(2)

Other transactions:

(1) Sales of assets to a noncharitable exempt organization....................

1b(1)

(2) Purchases of assets from a noncharitable exempt organization..................

1b(2)

(3) Rental of facilities, equipment, or other assets.......................

1b(3)

(4) Reimbursement arrangements...........................

1b(4)

(5) Loans or loan guarantees.............................

1b(5)

(6) Performance of services or membership or fundraising solicitations................

1b(6)

Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............

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

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? ...........Yes No

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.
				May the IRS discuss this return with the preparer shown below? See instructions. Yes No
	Signature of officer or trustee	Date	Title

Paid Preparer Use Only	Print/Type preparer's name	Preparer's Signature	Date	Check if self- employed	PTIN
	Firm's name				Firm's EIN
	Firm's address				Phone no.

Form 990-PF (2021)

Additional Data

Software ID:
Software Version:

Form 990PF - Special Condition Description:

Special Condition Description

Name of organization THE JAKE ARONOV CHARITABLE FOUNDATION

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	JAKE F ARONOV 3500 EASTERN BOULEVARD MONTGOMERY, AL36116	$ 280,003	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
2	JAKE F ARONOV 3500 EASTERN BOULEVARD MONTGOMERY, AL36116	$ 770,257	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
3	JAKE F ARONOV 3500 EASTERN BOULEVARD MONTGOMERY, AL36116	$ 1,500,004	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
4	JAKE F ARONOV 3500 EASTERN BOULEVARD MONTGOMERY, AL36116	$ 500,006	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
(a) No.	(b) Name, address, and ZIP + 4	(c) Total contributions	(d) Type of contribution
		$	Person Payroll Noncash (Complete Part II for noncash contributions.)
Schedule B (Form 990) (2021)

Name of organization THE JAKE ARONOV CHARITABLE FOUNDATION		Employer identification number 63-1215344

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
1	GOLDMAN SACHS STOCK	$ 319,163	2021-12-29
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
3	SOCIETE GENERALE STOCK	$ 1,991,700	2022-01-26
(a) No. from Part I	(b) Description of noncash property given	(c) FMV (or estimate) (See instructions)	(d) Date received
4	MORGAN STANLEY FINANCE STOCK	$ 770,800	2022-09-13
(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)

Description	Revenue and Expenses per Books	Net Investment Income	Adjusted Net Income	Disbursements for Charitable Purposes
BANK SERVICE CHARGES	772	772		0
BASIS ADJUSTMENTS	1,484	1,484		0


Name of organization THE JAKE ARONOV CHARITABLE FOUNDATION			Employer identification number 63-1215344
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.) $ Use duplicate copies of Part III if additional space is needed.