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 10-01-2021 , and ending 09-30-2022
Name of foundation
EA HUDSON TRUST XXXXX5007
 
Number and street (or P.O. box number if mail is not delivered to street address)10 S DEARBORN IL1-0111
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CHICAGO, IL60603
A Employer identification number

74-6038270
B Telephone number (see instructions)

(800) 496-2583
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$1,768,224J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 66,314 66,314  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,921
b Gross sales price for all assets on line 6a 418,383
7 Capital gain net income (from Part IV, line 2)... 28,921
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)....... Click to see attachment 2 2  
12 Total. Add lines 1 through 11........ 95,237 95,237  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 28,235 16,659   11,576
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).......        
c Other professional fees (attach schedule).... Click to see attachment 2,500 2,500   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 4,978 697   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).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 35,713 19,856 0 11,576
25 Contributions, gifts, grants paid....... 92,679 92,679
26 Total expenses and disbursements. Add lines 24 and 25 128,392 19,856 0 104,255
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -33,155
b Net investment income (if negative, enter -0-) 75,381
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............. 8,723 1,551 1,551
2 Savings and temporary cash investments......... 19,014 6,654 6,654
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)....... 896,136 Click to see attachment871,752 1,012,149
c Investments—corporate bonds (attach schedule)....... 727,391 Click to see attachment737,960 655,306
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 96,662 Click to see attachment96,662 92,562
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2 Click to see attachment2 Click to see attachment2
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,747,928 1,714,581 1,768,224
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........ 1,747,928 1,714,581
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)..... 1,747,928 1,714,581
30 Total liabilities and net assets/fund balances (see instructions). 1,747,928 1,714,581
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
1,747,928
2
Enter amount from Part I, line 27a .....................
2
-33,155
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
1
4
Add lines 1, 2, and 3 ..........................
4
1,714,774
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
193
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,714,581
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 9. FISERV INC     2021-10-12
b 4. MASTERCARD INC - CLASS A   2021-02-24 2021-10-12
c 6. PAYPAL HOLDINGS INC     2021-10-12
d 2. LAM RESEARCH CORPORATION COMMON     2021-10-21
e 1. LAM RESEARCH CORPORATION COMMON   2020-11-03 2021-10-21
4. LAM RESEARCH CORPORATION COMMON     2021-10-21
16. RAYTHEON TECHNOLOGIES CORP     2021-10-21
4. RAYTHEON TECHNOLOGIES CORP   2020-12-03 2021-10-21
2. RAYTHEON TECHNOLOGIES CORP     2021-10-21
1. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
14. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
468. ISHARES CORE MSCI EMERGING     2021-10-25
232. ISHARES CORE MSCI EMERGING   2020-10-27 2021-10-25
34. COMCAST CORP NEW CL A   2021-04-16 2021-10-27
3. COMCAST CORP NEW CL A   2009-12-07 2021-10-27
2. YUM BRANDS INC     2021-10-27
6. YUM BRANDS INC     2021-10-27
2. YUM BRANDS INC   2018-11-28 2021-10-27
6. YUM BRANDS INC     2021-10-27
3. YUM BRANDS INC   2018-11-27 2021-10-27
1. YUM BRANDS INC   2018-11-27 2021-10-27
4. YUM BRANDS INC   2020-03-11 2021-10-27
7. YUM BRANDS INC   2020-03-11 2021-10-28
3. YUM BRANDS INC   2020-03-11 2021-10-28
9. PAYPAL HOLDINGS INC   2018-01-26 2021-10-29
7. PAYPAL HOLDINGS INC   2018-01-26 2021-11-01
46. COMCAST CORP NEW CL A   2009-12-07 2021-11-02
11. COMCAST CORP NEW CL A   2009-12-07 2021-11-02
2. ZIMMER HLDGS INC     2021-11-02
4. ZIMMER HLDGS INC     2021-11-02
2. ZIMMER HLDGS INC   2017-11-20 2021-11-02
1. ZIMMER HLDGS INC   2017-11-20 2021-11-02
2. ZIMMER HLDGS INC     2021-11-02
2. ZIMMER HLDGS INC     2021-11-03
6. STANLEY BLACK & DECKER,INC.     2021-11-05
1. STANLEY BLACK & DECKER,INC.   2016-02-11 2021-11-05
2. STANLEY BLACK & DECKER,INC.   2016-02-11 2021-11-08
2. STANLEY BLACK & DECKER,INC.     2021-11-08
3. STANLEY BLACK & DECKER,INC.   2016-02-11 2021-11-08
1. ANALOG DEVICES INC   2021-09-09 2021-11-19
2. ANALOG DEVICES INC   2021-09-09 2021-11-19
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-11-22
1. ANALOG DEVICES INC   2021-09-09 2021-12-06
11. ANALOG DEVICES INC     2021-12-06
1. NETFLIX.COM INC   2018-09-13 2021-12-06
1. ANALOG DEVICES INC   2020-11-06 2021-12-07
2. ZIMMER HLDGS INC     2021-12-29
3. ZIMMER HLDGS INC   2017-11-10 2021-12-29
6. ZIMMER HLDGS INC   2017-11-10 2021-12-29
8. ZIMMER HLDGS INC     2021-12-29
1. NETFLIX.COM INC   2019-05-16 2022-01-05
2. NETFLIX.COM INC   2019-05-16 2022-01-05
1. SNAP INC - A   2021-10-27 2022-01-21
1. SNAP INC - A   2021-10-27 2022-01-21
37. SNAP INC - A     2022-01-21
6. SNAP INC - A   2021-12-06 2022-01-21
13. SNAP INC - A   2021-12-06 2022-01-21
307. VANGUARD BD INDEX FD INC   2021-07-28 2022-01-26
278. VANGUARD BD INDEX FD INC     2022-01-26
3. SHOPIFY INC - CLASS A     2022-02-03
4. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-04
2. WEX INC   2021-03-05 2022-02-08
1. WEX INC   2021-03-05 2022-02-08
1. WEX INC   2020-04-28 2022-02-08
2. WEX INC     2022-02-08
1. WEX INC   2020-04-27 2022-02-09
6. WEX INC     2022-02-09
2. WEX INC   2016-05-27 2022-02-09
5. WEX INC     2022-02-10
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
2. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-15
3. WORKDAY INC-CLASS A     2022-02-16
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
2275.025 SIX CIRCLES CREDIT OPPORT     2022-02-23
250. VANGUARD BD INDEX FD INC     2022-02-23
3. NORFOLK SOUTHN CORP     2022-03-03
4. PPG INDS INC     2022-03-03
12. PPG INDS INC     2022-03-03
1. PPG INDS INC   2020-11-04 2022-03-04
4. PPG INDS INC     2022-03-04
2. INGERSOLL RAND INC COMMON STOCK   2021-10-21 2022-03-08
28. INGERSOLL RAND INC COMMON STOCK     2022-03-08
11. PAYPAL HOLDINGS INC     2022-03-08
1700. ISHARES US TREASURY BOND ETF     2022-04-06
50. VANGUARD MORTGAGE-BACKED SEC   2021-04-29 2022-04-06
330. VANGUARD MORTGAGE-BACKED SEC   2020-11-04 2022-04-06
12. MORGAN STANLEY DEAN WITTER & CO NEW   2013-01-16 2022-04-07
12. SCHWAB CHARLES CORP NEW     2022-04-07
17. WELLS FARGO & CO NEW   2021-04-27 2022-04-07
2. APTIV PLC     2022-04-08
1. APTIV PLC   2021-11-02 2022-04-08
2. APTIV PLC   2021-11-02 2022-04-08
2. APTIV PLC   2021-11-02 2022-04-08
6. APTIV PLC   2021-11-02 2022-04-08
1. APTIV PLC   2021-11-02 2022-04-08
4. APTIV PLC   2022-02-15 2022-04-11
1. LAUDER ESTEE COS INC CL A   2021-01-08 2022-05-10
9. LAUDER ESTEE COS INC CL A     2022-05-10
3. NEXTERA ENERGY INC   2021-11-02 2022-05-10
3. NEXTERA ENERGY INC   2021-11-02 2022-05-10
8. NEXTERA ENERGY INC   2021-11-02 2022-05-10
7. NEXTERA ENERGY INC   2021-11-02 2022-05-10
5. NEXTERA ENERGY INC   2020-05-04 2022-05-10
4. NEXTERA ENERGY INC   2020-05-04 2022-05-11
10. NEXTERA ENERGY INC     2022-05-11
1. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
9. SCHWAB CHARLES CORP NEW   2021-01-11 2022-05-19
35. SCHWAB CHARLES CORP NEW     2022-05-19
12. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
1. SCHWAB CHARLES CORP NEW   2021-01-28 2022-05-19
5. LOWES COS INC     2022-05-20
2. NVIDIA CORP   2017-10-03 2022-05-20
200. ISHARES MISCI EAFE INDEX FUND   2016-02-02 2022-06-08
505. JPMORGAN BETABUILDERS EUROPE ETF     2022-06-08
20. JPMORGAN BETABUILDERS EUROPE ETF   2021-04-29 2022-06-08
400. VANGUARD MORTGAGE-BACKED SEC   2022-02-23 2022-06-16
50. VANGUARD MORTGAGE-BACKED SEC   2021-04-29 2022-06-16
17. AMAZON COM INC   2021-10-29 2022-06-17
6. INTUITIVE SURGICAL INC NEW     2022-06-17
9. NIKE INC   2021-02-17 2022-06-17
9. AMERICAN EXPRESS CO     2022-06-24
5. AMERICAN EXPRESS CO     2022-06-30
5. INGERSOLL RAND INC COMMON STOCK     2022-06-30
3. INGERSOLL RAND INC COMMON STOCK     2022-06-30
6. INGERSOLL RAND INC COMMON STOCK     2022-06-30
1. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
1. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
8. MORGAN STANLEY DEAN WITTER & CO NEW     2022-06-30
2. NVIDIA CORP   2017-10-03 2022-06-30
1. NVIDIA CORP   2017-10-03 2022-06-30
1. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
2. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
3. TRANE TECHNOLOGIES PLC   2021-02-22 2022-06-30
5. INGERSOLL RAND INC COMMON STOCK     2022-07-01
1. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-07-01
1. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-07-01
1. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
1. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
1. MARTIN MARIETTA MATLS INC   2022-03-04 2022-07-01
2. JPMORGAN BETABUILDERS EUROPE ETF   2021-04-29 2022-08-03
310. JPMORGAN BETABUILDERS EUROPE ETF     2022-08-03
416. JPMORGAN BETABUILDERS EUROPE ETF     2022-08-03
22. JPMORGAN BETABUILDERS EUROPE ETF   2020-06-11 2022-08-03
10. LILLY ELI & CO     2022-08-03
250. ISHARES MISCI EAFE INDEX FUND   2016-02-02 2022-08-12
2. O'REILLY AUTOMOTIVE INC     2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-15 2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-16 2022-08-24
3. OLD DOMINION FREIGHT LINE INC COM     2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-25
5. AMETEK INC NEW     2022-08-31
2. LINDE PLC   2019-04-25 2022-08-31
2. LINDE PLC   2019-04-25 2022-08-31
2. AMETEK INC NEW     2022-09-01
6. AMETEK INC NEW     2022-09-01
2. AMETEK INC NEW   2020-10-01 2022-09-01
1. AMETEK INC NEW   2020-10-01 2022-09-01
2. LINDE PLC   2019-04-25 2022-09-01
8. AMETEK INC NEW     2022-09-02
2. AMETEK INC NEW   2020-09-30 2022-09-02
2. AMETEK INC NEW   2020-09-30 2022-09-06
1. CHARTER COMMUNICATIONS INC-A   2016-02-09 2022-09-29
3. CHARTER COMMUNICATIONS INC-A     2022-09-29
2. CHARTER COMMUNICATIONS INC-A     2022-09-30
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CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(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 939   753 186
b 1,382   1,466 -84
c 1,534   523 1,011
d 1,083   855 228
e 546   369 177
2,206   1,473 733
1,458   1,180 278
364   293 71
182   142 40
91   68 23
1,273   956 317
29,956   25,721 4,235
14,851   12,746 2,105
1,802   1,874 -72
159   25 134
254   197 57
761   579 182
252   182 70
760   542 218
379   268 111
127   89 38
506   325 181
875   569 306
372   244 128
2,102   765 1,337
1,617   595 1,022
2,400   391 2,009
576   93 483
292   231 61
583   449 134
291   224 67
146   112 34
291   224 67
293   222 71
1,105   547 558
184   90 94
369   180 189
368   180 188
550   269 281
188   170 18
378   339 39
191   170 21
186   170 16
186   168 18
188   168 20
181   168 13
1,992   1,602 390
612   371 241
185   134 51
256   222 34
386   332 54
773   664 109
1,025   885 140
573   362 211
1,158   723 435
32   55 -23
32   55 -23
1,196   1,994 -798
193   287 -94
421   622 -201
24,554   25,295 -741
22,236   22,904 -668
2,459   4,470 -2,011
952   1,120 -168
237   280 -43
237   280 -43
325   424 -99
161   212 -51
161   123 38
323   240 83
166   118 48
1,005   631 374
336   184 152
858   456 402
235   280 -45
471   560 -89
235   280 -45
683   833 -150
228   277 -49
22,500   23,051 -551
19,789   20,581 -792
820   743 77
510   547 -37
1,534   1,624 -90
124   135 -11
494   538 -44
91   109 -18
1,294   1,503 -209
1,028   919 109
41,743   44,786 -3,043
2,464   2,681 -217
16,261   17,879 -1,618
984   247 737
955   719 236
804   766 38
217   348 -131
108   174 -66
219   347 -128
218   347 -129
653   1,042 -389
109   173 -64
439   573 -134
233   260 -27
2,070   2,218 -148
206   256 -50
207   256 -49
557   684 -127
490   598 -108
350   284 66
280   227 53
707   441 266
63   60 3
566   539 27
2,197   2,063 134
759   647 112
63   54 9
915   172 743
320   90 230
13,874   10,831 3,043
26,256   29,664 -3,408
1,040   1,161 -121
18,735   20,416 -1,681
2,342   2,681 -339
1,805   2,849 -1,044
1,156   2,144 -988
967   1,296 -329
1,303   1,133 170
688   601 87
210   245 -35
126   146 -20
252   292 -40
299   376 -77
299   375 -76
608   164 444
303   90 213
152   45 107
130   154 -24
260   308 -48
390   462 -72
209   243 -34
42   49 -7
42   49 -7
297   372 -75
296   372 -76
296   372 -76
96   116 -20
14,844   17,515 -2,671
19,918   18,349 1,569
1,054   949 105
3,125   770 2,355
16,688   13,539 3,149
1,428   741 687
292   292  
292   291 1
879   872 7
293   290 3
297   290 7
602   706 -104
566   352 214
568   352 216
239   282 -43
718   604 114
239   200 39
120   100 20
551   352 199
951   796 155
238   199 39
236   199 37
313   183 130
938   549 389
620   364 256
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
      17,087
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       186
b       -84
c       1,011
d       228
e       177
      733
      278
      71
      40
      23
      317
      4,235
      2,105
      -72
      134
      57
      182
      70
      218
      111
      38
      181
      306
      128
      1,337
      1,022
      2,009
      483
      61
      134
      67
      34
      67
      71
      558
      94
      189
      188
      281
      18
      39
      21
      16
      18
      20
      13
      390
      241
      51
      34
      54
      109
      140
      211
      435
      -23
      -23
      -798
      -94
      -201
      -741
      -668
      -2,011
      -168
      -43
      -43
      -99
      -51
      38
      83
      48
      374
      152
      402
      -45
      -89
      -45
      -150
      -49
      -551
      -792
      77
      -37
      -90
      -11
      -44
      -18
      -209
      109
      -3,043
      -217
      -1,618
      737
      236
      38
      -131
      -66
      -128
      -129
      -389
      -64
      -134
      -27
      -148
      -50
      -49
      -127
      -108
      66
      53
      266
      3
      27
      134
      112
      9
      743
      230
      3,043
      -3,408
      -121
      -1,681
      -339
      -1,044
      -988
      -329
      170
      87
      -35
      -20
      -40
      -77
      -76
      444
      213
      107
      -24
      -48
      -72
      -34
      -7
      -7
      -75
      -76
      -76
      -20
      -2,671
      1,569
      105
      2,355
      3,149
      687
       
      1
      7
      3
      7
      -104
      214
      216
      -43
      114
      39
      20
      199
      155
      39
      37
      130
      389
      256
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 28,921
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 1,048
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 1,048
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,632
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 2,632
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 1,584
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,048 RefundedBullet 11 536
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)
    bulletTX
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2021 or the taxable year beginning in 2021? See the instructions for Part XIII.
    If "Yes," complete Part XIII .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 5
    Part VI-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletJP MORGAN CHASE BANK NA Telephone no.bullet (800) 496-2583

    Located atbullet10 S DEARBORN ST MC IL 1-0111CHICAGOIL ZIP+4bullet60603
    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
    JP MORGAN CHASE BANK NA TRUSTEE
    2     		28,235    
    10 S DEARBORN ST MC IL1-0111
    CHICAGO,IL60603
    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
    2,065,946
    b
    Average of monthly cash balances.......................
    1b
    28,754
    c
    Fair market value of all other assets (see instructions)................
    1c
    2
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,094,702
    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
    2,094,702
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    31,421
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,063,281
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    103,164
    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
    103,164
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,048
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,048
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    102,116
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    102,116
    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
    102,116
    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 7 102,116
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 92,679
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 0
    b From 2017...... 0
    c From 2018...... 0
    d From 2019...... 0
    e From 2020...... 0
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 104,255
    a Applied to 2020, but not more than line 2a 92,679
    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..... 11,576
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2021. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 0
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		90,540
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2017.... 0
    b Excess from 2018.... 0
    c Excess from 2019.... 0
    d Excess from 2020.... 0
    e Excess from 2021.... 0
    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
    SHRINERS HOSPITALS FOR CHILDREN
    12502 USF PINE DR
    TAMPA,FL336129411     		NONE PC GENERAL 92,679
    Total .................................bullet 3a 92,679
    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 ...........     		         
    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 28,921  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 2  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   95,237  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    95,237
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2021)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Name of Bond End of Year Book Value End of Year Fair Market Value
    921937603 VANGUARD TTL BD MKT 62,406 54,691
    92203J308 VANGUARD TTL INTL BN 182,310 159,618
    464287440 ISHARES 7-10 YEAR TR 78,172 72,376
    54401E143 LORD ABBETT SHRT DUR 45,000 41,962
    72201F490 PIMCO INCOME FUND-IN 23,793 20,619
    83002G108 SIX CIRCLES ULTR SHR 18,383 17,942
    83002G702 SIX CIRCLES GLOBAL B 231,000 200,220
    46429B267 ISHARES US TREASURY    
    83002G884 SIX CIRCLES CREDIT O 41,949 37,215
    921937827 VANGUARD SHORT-TERM    
    92206C771 VANGUARD MORTGAGE-BA    
    921937835 VANGUARD TOTAL BOND 7,578 7,133
    92203J407 VANGUARD TOTAL INTL 47,369 43,530

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Name of Stock End of Year Book Value End of Year Fair Market Value
    617446448 MORGAN STANLEY 1,356 5,215
    949746101 WELLS FARGO & CO 4,702 5,711
    09062X103 BIOGEN INC 2,033 1,869
    101137107 BOSTON SCIENTIFIC CO 2,368 3,641
    110122108 BRISTOL-MYERS SQUIBB 6,456 7,180
    16119P108 CHARTER COMMUNICATIO    
    20030N101 COMCAST CORP-CLASS A    
    532457108 ELI LILLY & CO 1,245 5,497
    548661107 LOWE'S COS INC 438 4,320
    57636Q104 MASTERCARD INC - A 3,913 8,815
    65339F101 NEXTERA ENERGY INC 4,389 6,430
    67103H107 O'REILLY AUTOMOTIVE 1,254 3,517
    713448108 PEPSICO INC 3,508 5,388
    91324P102 UNITEDHEALTH GROUP I 3,504 15,656
    438516106 HONEYWELL INTERNATIO 912 4,007
    609207105 MONDELEZ INTERNATION 1,089 2,742
    655844108 NORFOLK SOUTHERN COR 3,526 5,241
    854502101 STANLEY BLACK & DECK    
    96208T104 WEX INC    
    02079K107 ALPHABET INC-CL C 4,773 13,461
    02079K305 ALPHABET INC-CL A 857 5,739
    30303M102 META PLATFORMS INC-C 4,883 4,342
    594918104 MICROSOFT CORP 2,657 22,591
    882508104 TEXAS INSTRUMENTS IN 2,154 6,346
    723787107 PIONEER NATURAL RESO 2,531 5,197
    46432F842 ISHARES CORE MSCI EA 58,007 50,037
    78462F103 SPDR S&P 500 ETF TRU 33,030 62,507
    94106B101 WASTE CONNECTIONS IN 1,668 3,649
    464287465 ISHARES MSCI EAFE ET    
    315911750 FIDELITY 500 INDEX F 191,172 208,600
    64110L106 NETFLIX INC    
    67066G104 NVIDIA CORP 851 2,306
    70450Y103 PAYPAL HOLDINGS INC    
    337738108 FISERV INC 2,045 2,339
    580135101 MCDONALD'S CORP 4,708 4,846
    988498101 YUM] BRANDS INC    
    00287Y109 ABBVIE INC 4,758 7,650
    83002G306 SIX CIRCLES US UNCON 158,319 171,934
    83002G405 SIX CIRCLES INTL UNC 114,409 94,243
    98956P102 ZIMMER BIOMET HOLDIN    
    G5494J103 LINDE PLC 3,376 5,661
    N6596X109 NXP SEMICONDUCTORS N 7,155 7,966
    023135106 AMAZON.COM INC 5,903 16,159
    025816109 AMERICAN EXPRESS CO 2,703 3,373
    031100100 AMETEK INC    
    037833100 APPLE INC 458 16,446
    060505104 BANK OF AMERICA CORP 1,717 4,319
    09857L108 BOOKING HOLDINGS INC 3,323 3,286
    461202103 INTUIT INC 3,455 4,261
    883556102 THERMO FISHER SCIENT 5,641 7,608
    N07059210 ASML HOLDING NV-NY R 1,170 1,661
    007903107 ADVANCED MICRO DEVIC 3,832 2,471
    032654105 ANALOG DEVICES INC 2,932 3,065
    20825C104 CONOCOPHILLIPS 6,671 9,415
    244199105 DEERE & CO 8,025 7,346
    363576109 ARTHUR J GALLAGHER & 3,275 3,938
    43300A203 HILTON WORLDWIDE HOL 3,034 2,895
    45687V106 INGERSOLL RAND INC C 2,374 2,120
    46120E602 INTUITIVE SURGICAL I 2,433 1,500
    46434G103 ISHARES CORE MSCI EM    
    46641Q191 JPMORGAN BETABUILDER    
    46641Q217 JPMORGAN BETABUILDER 58,042 45,934
    46641Q225 JPMORGAN BETABUILDER 39,202 42,760
    46641Q233 JPMORGAN BETABUILDER 34,692 27,505
    512807108 LAM RESEARCH CORP    
    518439104 ESTEE LAUDER COMPANI    
    654106103 NIKE INC -CL B 2,396 1,413
    679580100 OLD DOMINION FREIGHT 3,378 2,985
    693506107 PPG INDUSTRIES INC    
    75513E101 RAYTHEON TECHNOLOGIE 2,495 2,128
    75886F107 REGENERON PHARMACEUT 3,362 4,133
    808513105 SCHWAB (CHARLES) COR    
    82509L107 SHOPIFY INC - CLASS    
    G29183103 EATON CORP PLC 3,172 3,201
    G8994E103 TRANE TECHNOLOGIES P 2,433 2,317
    023608102 AMEREN CORPORATION 4,489 3,866
    099502106 BOOZ ALLEN HAMILTON 3,390 3,694
    22160K105 COSTCO WHOLESALE COR 3,950 3,778
    61174X109 MONSTER BEVERAGE COR 4,062 3,913
    743315103 PROGRESSIVE CORP 4,708 4,648
    78486Q101 SVB FINANCIAL GROUP 2,732 1,343
    872590104 T-MOBILE US INC 4,257 4,025

    TY 2021 InvestmentsOtherSchedule2
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09257V508 BLACKSTONE ALT MULTI AT COST 34,889 32,203
    09250J734 BLACKROCK EVNT DRVN AT COST 20,325 19,839
    64128R608 NEUBERGER BERMAN LON AT COST 19,975 21,174
    72201U638 PIMCO MRTG OPP & BND AT COST 21,473 19,346

    TY 2021 OtherAssetsSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    XXX-XX-XXXX STATE: TEXAS, COUNTY 1 1 1
    XXX-XX-XXXX FRANCITAS SVY JACKSO 1 1 1


    TY 2021 OtherDecreasesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 191
    MUTUAL FUND ADJUSTMENT 2


    TY 2021 OtherIncomeSchedule2
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER INCOME 2 2  


    TY 2021 OtherIncreasesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Description Amount
    ROUNDING 1


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 2,500 2,500    


    TY 2021 TaxesSchedule
    Name:
    EA HUDSON TRUST XXXXX5007
    EIN:
    74-6038270
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 31 31   0
    FEDERAL TAX PAYMENT - PRIOR YE 1,649 0   0
    FEDERAL ESTIMATES - INCOME 2,632 0   0
    FOREIGN TAXES ON QUALIFIED FOR 533 533   0
    FOREIGN TAXES ON NONQUALIFIED 133 133   0