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
MARCIA HELEN EWING TRUST FOR UNITED METHODISM
 
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

30-6191365
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$1,879,048J 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... 68,261 68,261  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 49,051
b Gross sales price for all assets on line 6a 509,578
7 Capital gain net income (from Part IV, line 2)... 49,051
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 2,179 2,179  
12 Total. Add lines 1 through 11........ 119,491 119,491  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 29,112 17,126   11,986
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 8,000 0 0 8,000
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 3,877 1,230   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 9 9    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 43,498 20,865 0 19,986
25 Contributions, gifts, grants paid....... 96,888 96,888
26 Total expenses and disbursements. Add lines 24 and 25 140,386 20,865 0 116,874
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,895
b Net investment income (if negative, enter -0-) 98,626
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............. 8,658 58,075 58,075
2 Savings and temporary cash investments......... 28,421 18,680 18,680
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)....... 986,888 Click to see attachment936,536 1,040,498
c Investments—corporate bonds (attach schedule)....... 756,907 Click to see attachment746,496 657,417
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 102,169 Click to see attachment102,169 97,875
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment4 Click to see attachment4 Click to see attachment6,503
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 1,883,047 1,861,960 1,879,048
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........ 1,883,047 1,861,960
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)..... 1,883,047 1,861,960
30 Total liabilities and net assets/fund balances (see instructions). 1,883,047 1,861,960
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
1,883,047
2
Enter amount from Part I, line 27a .....................
2
-20,895
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
7
4
Add lines 1, 2, and 3 ..........................
4
1,862,159
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
199
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,861,960
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   2012-12-14 2021-10-12
c 6. PAYPAL HOLDINGS INC   2019-01-23 2021-10-12
d 750. ISHARES CORE MSCI EMERGING   2020-10-26 2021-10-20
e 2. LAM RESEARCH CORPORATION COMMON     2021-10-21
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     2021-10-21
2. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
1. RAYTHEON TECHNOLOGIES CORP   2021-01-28 2021-10-21
14. RAYTHEON TECHNOLOGIES CORP     2021-10-21
36. COMCAST CORP NEW CL A   2019-03-14 2021-10-27
2. YUM BRANDS INC   2018-11-28 2021-10-27
6. YUM BRANDS INC     2021-10-27
2. YUM BRANDS INC     2021-10-27
6. YUM BRANDS INC     2021-10-27
3. YUM BRANDS INC   2020-03-11 2021-10-27
4. YUM BRANDS INC   2020-03-11 2021-10-27
7. YUM BRANDS INC     2021-10-28
1. YUM BRANDS INC   2020-10-16 2021-10-28
3. YUM BRANDS INC   2020-10-16 2021-10-28
9. PAYPAL HOLDINGS INC     2021-10-29
7. PAYPAL HOLDINGS INC   2020-03-04 2021-11-01
22. COMCAST CORP NEW CL A   2021-04-16 2021-11-02
24. COMCAST CORP NEW CL A   2019-05-14 2021-11-02
11. COMCAST CORP NEW CL A   2021-04-16 2021-11-02
2. ZIMMER HLDGS INC   2018-04-26 2021-11-02
4. ZIMMER HLDGS INC     2021-11-02
2. ZIMMER HLDGS INC     2021-11-02
1. ZIMMER HLDGS INC   2018-04-26 2021-11-02
2. ZIMMER HLDGS INC   2018-04-26 2021-11-02
2. ZIMMER HLDGS INC   2018-04-26 2021-11-03
5. STANLEY BLACK & DECKER,INC.     2021-11-05
1. STANLEY BLACK & DECKER,INC.   2016-02-17 2021-11-05
2. STANLEY BLACK & DECKER,INC.   2016-02-17 2021-11-08
3. STANLEY BLACK & DECKER,INC.     2021-11-08
2. STANLEY BLACK & DECKER,INC.   2020-10-05 2021-11-08
2. ANALOG DEVICES INC   2020-11-06 2021-11-19
1. ANALOG DEVICES INC   2020-11-06 2021-11-22
1. ANALOG DEVICES INC   2020-11-06 2021-11-22
1. ANALOG DEVICES INC   2020-11-06 2021-11-22
1. ANALOG DEVICES INC   2020-11-06 2021-11-22
1. ANALOG DEVICES INC   2020-11-06 2021-11-22
1. ANALOG DEVICES INC   2020-11-06 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   2018-04-26 2021-12-29
3. ZIMMER HLDGS INC     2021-12-29
6. ZIMMER HLDGS INC     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
36. 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
402. VANGUARD BD INDEX FD INC     2022-01-26
363. VANGUARD BD INDEX FD INC   2021-07-27 2022-01-26
3. SHOPIFY INC - CLASS A     2022-02-03
4. WORKDAY INC-CLASS A     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   2016-05-27 2022-02-08
2. WEX INC   2016-05-31 2022-02-08
2. WEX INC   2016-06-01 2022-02-08
1. WEX INC   2016-06-02 2022-02-09
6. WEX INC     2022-02-09
2. WEX INC     2022-02-09
1. WEX INC   2020-12-03 2022-02-10
3. WEX INC   2021-03-05 2022-02-10
1. WEX INC   2020-12-04 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   2021-10-21 2022-02-16
1. WORKDAY INC-CLASS A   2021-10-21 2022-02-16
658.472 JPMORGAN CORE BOND FUND ULTRA   2019-02-11 2022-02-23
2275.025 SIX CIRCLES CREDIT OPPORT   2020-11-12 2022-02-23
100. VANGUARD BD INDEX FD INC   2021-07-27 2022-02-23
125. ISHARES US TREASURY BOND ETF     2022-03-01
280. ISHARES CORE MSCI EAFE ETF     2022-03-01
260.191 JPMORGAN CORE BOND FUND ULTRA   2019-02-11 2022-03-01
853.659 LORD ABBETT SHRT DUR INC-F3   2018-11-13 2022-03-01
100. SPDR TR UNIT SER 1     2022-03-01
1291.322 SIX CIRCLES GLOBAL BOND   2020-08-19 2022-03-01
203.666 SIX CIRCLES CREDIT OPPORT   2020-11-12 2022-03-01
461.894 VANGUARD TTL INTL BND-ADM   2017-04-27 2022-03-01
1. NORFOLK SOUTHN CORP   2018-03-09 2022-03-03
2. NORFOLK SOUTHN CORP   2018-03-09 2022-03-03
4. PPG INDS INC   2020-11-02 2022-03-03
12. PPG INDS INC     2022-03-03
1. PPG INDS INC   2020-11-04 2022-03-04
1. PPG INDS INC   2020-11-04 2022-03-04
3. PPG INDS INC     2022-03-04
2. INGERSOLL RAND INC COMMON STOCK   2021-05-14 2022-03-08
28. INGERSOLL RAND INC COMMON STOCK     2022-03-08
11. PAYPAL HOLDINGS INC     2022-03-08
1625. ISHARES US TREASURY BOND ETF     2022-04-07
12. MORGAN STANLEY DEAN WITTER & CO NEW     2022-04-07
12. SCHWAB CHARLES CORP NEW   2021-01-11 2022-04-07
45. VANGUARD MORTGAGE-BACKED SEC   2021-05-18 2022-04-07
305. VANGUARD MORTGAGE-BACKED SEC   2020-11-04 2022-04-07
17. WELLS FARGO & CO NEW   2020-12-15 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     2022-04-08
1. APTIV PLC   2022-02-15 2022-04-08
4. APTIV PLC   2022-02-15 2022-04-11
1. LAUDER ESTEE COS INC CL A   2020-11-06 2022-05-10
9. LAUDER ESTEE COS INC CL A     2022-05-10
3. NEXTERA ENERGY INC   2018-07-18 2022-05-10
3. NEXTERA ENERGY INC   2018-07-18 2022-05-10
8. NEXTERA ENERGY INC   2018-07-18 2022-05-10
12. NEXTERA ENERGY INC   2018-07-18 2022-05-10
4. NEXTERA ENERGY INC   2020-05-04 2022-05-11
10. NEXTERA ENERGY INC   2020-05-04 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   2011-09-28 2022-05-20
2. NVIDIA CORP   2018-10-08 2022-05-20
120. ISHARES CORE MSCI EAFE ETF     2022-06-08
626. JPMORGAN BETABUILDERS EUROPE ETF     2022-06-08
24. JPMORGAN BETABUILDERS EUROPE ETF     2022-06-08
375. VANGUARD MORTGAGE-BACKED SEC   2022-02-23 2022-06-16
95. VANGUARD MORTGAGE-BACKED SEC   2021-05-18 2022-06-16
17. AMAZON COM INC   2015-04-08 2022-06-17
6. INTUITIVE SURGICAL INC NEW   2021-09-15 2022-06-17
9. NIKE INC   2021-02-17 2022-06-17
8. AMERICAN EXPRESS CO     2022-06-24
5. AMERICAN EXPRESS CO     2022-06-30
5. INGERSOLL RAND INC COMMON STOCK     2022-06-30
9. INGERSOLL RAND INC COMMON STOCK   2021-05-17 2022-06-30
1. MARTIN MARIETTA MATLS INC   2022-03-03 2022-06-30
1. MARTIN MARIETTA MATLS INC   2022-03-04 2022-06-30
8. MORGAN STANLEY DEAN WITTER & CO NEW     2022-06-30
2. NVIDIA CORP   2018-10-08 2022-06-30
1. NVIDIA CORP   2018-10-08 2022-06-30
1. TRANE TECHNOLOGIES PLC   2021-02-18 2022-06-30
2. TRANE TECHNOLOGIES PLC   2021-02-18 2022-06-30
3. TRANE TECHNOLOGIES PLC     2022-06-30
6. INGERSOLL RAND INC COMMON STOCK     2022-07-01
1. INGERSOLL RAND INC COMMON STOCK   2021-05-17 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   2021-04-29 2022-08-03
416. JPMORGAN BETABUILDERS EUROPE ETF     2022-08-03
22. JPMORGAN BETABUILDERS EUROPE ETF   2021-05-18 2022-08-03
10. LILLY ELI & CO     2022-08-03
2. O'REILLY AUTOMOTIVE INC   2017-05-05 2022-08-24
1. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 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
2. OLD DOMINION FREIGHT LINE INC COM   2021-09-09 2022-08-25
5. AMETEK INC NEW     2022-08-31
2. LINDE PLC   2019-01-07 2022-08-31
2. LINDE PLC   2019-01-07 2022-08-31
8. AMETEK INC NEW     2022-09-01
2. AMETEK INC NEW     2022-09-01
1. AMETEK INC NEW   2020-10-02 2022-09-01
2. LINDE PLC     2022-09-01
3. AMETEK INC NEW     2022-09-02
5. AMETEK INC NEW   2020-10-02 2022-09-02
2. AMETEK INC NEW   2021-11-05 2022-09-02
2. AMETEK INC NEW   2021-11-05 2022-09-06
1. CHARTER COMMUNICATIONS INC-A   2018-04-13 2022-09-29
3. CHARTER COMMUNICATIONS INC-A     2022-09-29
2. CHARTER COMMUNICATIONS INC-A   2020-04-16 2022-09-30
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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    
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   800 139
b 1,382   193 1,189
c 1,534   542 992
d 48,259   41,013 7,246
e 1,083   737 346
546   368 178
2,206   1,825 381
1,458   1,181 277
364   283 81
182   137 45
91   68 23
1,273   1,006 267
1,908   1,434 474
254   181 73
761   551 210
252   184 68
760   499 261
379   244 135
506   325 181
875   681 194
124   100 24
372   299 73
2,102   838 1,264
1,617   803 814
1,148   1,213 -65
1,252   1,032 220
576   606 -30
292   227 65
583   457 126
291   230 61
146   115 31
291   229 62
293   229 64
921   462 459
184   93 91
369   186 183
551   432 119
367   339 28
378   267 111
191   134 57
190   134 56
186   134 52
188   134 54
186   133 53
181   133 48
1,992   1,466 526
612   371 241
185   133 52
256   229 27
386   339 47
773   684 89
1,025   946 79
573   362 211
1,158   723 435
32   55 -23
32   55 -23
1,163   1,946 -783
193   287 -94
421   622 -201
32,152   33,102 -950
29,034   29,897 -863
2,459   4,470 -2,011
952   1,110 -158
237   280 -43
237   280 -43
325   184 141
323   185 138
323   185 138
166   93 73
1,005   689 316
336   303 33
168   181 -13
515   637 -122
172   187 -15
235   280 -45
471   560 -89
235   280 -45
683   840 -157
228   280 -52
7,500   7,487 13
22,500   23,001 -501
7,916   8,236 -320
3,241   3,293 -52
18,990   17,162 1,828
3,000   2,958 42
3,500   3,543 -43
42,997   20,768 22,229
12,500   13,159 -659
2,000   2,059 -59
10,000   10,037 -37
272   144 128
547   289 258
510   540 -30
1,534   1,637 -103
124   135 -11
124   135 -11
371   405 -34
91   97 -6
1,294   1,356 -62
1,028   1,295 -267
39,853   42,811 -2,958
984   405 579
955   718 237
2,213   2,403 -190
14,998   16,525 -1,527
804   505 299
217   348 -131
108   174 -66
219   347 -128
218   347 -129
653   1,041 -388
109   143 -34
439   573 -134
233   239 -6
2,070   2,238 -168
206   127 79
207   127 80
557   339 218
841   508 333
280   227 53
706   568 138
63   60 3
566   539 27
2,197   2,080 117
759   647 112
63   54 9
915   101 814
320   134 186
7,854   7,329 525
32,547   28,867 3,680
1,248   1,393 -145
17,564   19,140 -1,576
4,449   5,073 -624
1,805   323 1,482
1,156   2,090 -934
967   1,296 -329
1,158   907 251
688   595 93
210   243 -33
378   437 -59
299   376 -77
299   372 -73
608   283 325
303   134 169
152   67 85
130   150 -20
260   299 -39
390   456 -66
251   291 -40
42   49 -7
297   372 -75
296   372 -76
296   372 -76
96   116 -20
14,844   17,990 -3,146
19,918   24,561 -4,643
1,054   1,301 -247
3,125   740 2,385
1,428   504 924
292   287 5
879   862 17
293   290 3
594   580 14
602   497 105
566   314 252
568   314 254
958   799 159
239   199 40
120   101 19
551   342 209
357   424 -67
594   504 90
238   282 -44
236   282 -46
313   306 7
938   1,118 -180
620   1,012 -392
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
      17,668
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       139
b       1,189
c       992
d       7,246
e       346
      178
      381
      277
      81
      45
      23
      267
      474
      73
      210
      68
      261
      135
      181
      194
      24
      73
      1,264
      814
      -65
      220
      -30
      65
      126
      61
      31
      62
      64
      459
      91
      183
      119
      28
      111
      57
      56
      52
      54
      53
      48
      526
      241
      52
      27
      47
      89
      79
      211
      435
      -23
      -23
      -783
      -94
      -201
      -950
      -863
      -2,011
      -158
      -43
      -43
      141
      138
      138
      73
      316
      33
      -13
      -122
      -15
      -45
      -89
      -45
      -157
      -52
      13
      -501
      -320
      -52
      1,828
      42
      -43
      22,229
      -659
      -59
      -37
      128
      258
      -30
      -103
      -11
      -11
      -34
      -6
      -62
      -267
      -2,958
      579
      237
      -190
      -1,527
      299
      -131
      -66
      -128
      -129
      -388
      -34
      -134
      -6
      -168
      79
      80
      218
      333
      53
      138
      3
      27
      117
      112
      9
      814
      186
      525
      3,680
      -145
      -1,576
      -624
      1,482
      -934
      -329
      251
      93
      -33
      -59
      -77
      -73
      325
      169
      85
      -20
      -39
      -66
      -40
      -7
      -75
      -76
      -76
      -20
      -3,146
      -4,643
      -247
      2,385
      924
      5
      17
      3
      14
      105
      252
      254
      159
      40
      19
      209
      -67
      90
      -44
      -46
      7
      -180
      -392
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 49,051
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 1,371
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 1,371
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 2,524
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 2,524
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 1,153
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet1,153 RefundedBullet 11 0
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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     		29,112    
    10 S DEARBORN ST MC IL 1-0111
    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
    2,133,718
    b
    Average of monthly cash balances.......................
    1b
    67,792
    c
    Fair market value of all other assets (see instructions)................
    1c
    6,503
    d
    Total (add lines 1a, b, and c).........................
    1d
    2,208,013
    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
    2,208,013
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    33,120
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    2,174,893
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    108,745
    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
    108,745
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    1,371
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,371
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    107,374
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    107,374
    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
    107,374
    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 7 107,374
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 96,888
    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$ 116,874
    a Applied to 2020, but not more than line 2a 96,888
    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..... 19,986
    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 ..........     		87,388
    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
    TMS GLOBAL INC
    ATTN SANDEEP DAVID
    PO BOX 936559
    ATLANTA,GA311936559     		NONE PC GENERAL 96,888
    Total .................................bullet 3a 96,888
    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 49,051  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME     		    1 2  
    bROYAL INCOME     15 2,177  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   119,491  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    119,491
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2021 AccountingFeesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXTRAORDINARY FEES- FORM 1023 8,000     8,000

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4812C0100 JPM CORE BD FD - USD 43,543 36,561
    92203J308 VANGUARD TTL INTL BN 199,815 171,025
    921937827 VANGUARD SHORT-TERM    
    464287440 ISHARES 7-10 YEAR TR 79,499 73,720
    54401E143 LORD ABBETT SHRT DUR 44,005 40,676
    72201F490 PIMCO INCOME FUND-IN 24,405 21,152
    83002G108 SIX CIRCLES ULTR SHR 19,080 18,623
    83002G702 SIX CIRCLES GLOBAL B 226,841 196,318
    46429B267 ISHARES US TREASURY    
    83002G884 SIX CIRCLES CREDIT O 42,440 37,645
    92206C771 VANGUARD MORTGAGE-BA    
    921937835 VANGUARD TOTAL BOND 19,283 17,833
    92203J407 VANGUARD TOTAL INTL 47,585 43,864

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Name of Stock End of Year Book Value End of Year Fair Market Value
    617446448 MORGAN STANLEY 2,179 5,215
    949746101 WELLS FARGO & CO 5,034 5,711
    09062X103 BIOGEN INC 2,033 1,869
    101137107 BOSTON SCIENTIFIC CO 2,372 3,641
    110122108 BRISTOL-MYERS SQUIBB 6,467 7,180
    16119P108 CHARTER COMMUNICATIO    
    20030N101 COMCAST CORP-CLASS A    
    532457108 ELI LILLY & CO 1,741 5,497
    548661107 LOWE'S COS INC 1,059 4,320
    57636Q104 MASTERCARD INC - A 6,014 8,815
    65339F101 NEXTERA ENERGY INC 6,411 6,430
    67103H107 O'REILLY AUTOMOTIVE 1,669 3,517
    713448108 PEPSICO INC 3,645 5,388
    91324P102 UNITEDHEALTH GROUP I 5,194 15,656
    438516106 HONEYWELL INTERNATIO 1,900 4,007
    609207105 MONDELEZ INTERNATION 2,038 2,742
    655844108 NORFOLK SOUTHERN COR 4,404 5,241
    854502101 STANLEY BLACK & DECK    
    96208T104 WEX INC    
    02079K107 ALPHABET INC-CL C 6,703 13,461
    02079K305 ALPHABET INC-CL A 2,181 5,739
    30303M102 META PLATFORMS INC-C 6,145 4,342
    594918104 MICROSOFT CORP 4,974 22,591
    882508104 TEXAS INSTRUMENTS IN 3,748 6,346
    723787107 PIONEER NATURAL RESO 2,924 5,197
    46432F842 ISHARES CORE MSCI EA 36,826 31,602
    78462F103 SPDR S&P 500 ETF TRU 90,389 133,943
    94106B101 WASTE CONNECTIONS IN 1,945 3,649
    518439104 ESTEE LAUDER COMPANI    
    64110L106 NETFLIX INC    
    67066G104 NVIDIA CORP 1,274 2,306
    70450Y103 PAYPAL HOLDINGS INC    
    98956P102 ZIMMER BIOMET HOLDIN    
    337738108 FISERV INC 2,513 2,339
    580135101 MCDONALD'S CORP 4,704 4,846
    988498101 YUM] BRANDS INC    
    00287Y109 ABBVIE INC 5,056 7,650
    83002G306 SIX CIRCLES US UNCON 153,839 173,605
    83002G405 SIX CIRCLES INTL UNC 143,522 117,438
    G5494J103 LINDE PLC 3,832 5,661
    N6596X109 NXP SEMICONDUCTORS N 7,536 7,966
    023135106 AMAZON.COM INC 13,223 16,159
    025816109 AMERICAN EXPRESS CO 3,101 3,373
    031100100 AMETEK INC    
    037833100 APPLE INC 2,809 16,446
    060505104 BANK OF AMERICA CORP 3,654 4,319
    09857L108 BOOKING HOLDINGS INC 3,323 3,286
    315911750 FIDELITY 500 INDEX F 153,922 156,094
    461202103 INTUIT INC 3,465 4,261
    883556102 THERMO FISHER SCIENT 5,692 7,608
    N07059210 ASML HOLDING NV-NY R 1,172 1,661
    007903107 ADVANCED MICRO DEVIC 3,832 2,471
    032654105 ANALOG DEVICES INC 3,386 3,065
    20825C104 CONOCOPHILLIPS 6,671 9,415
    244199105 DEERE & CO 8,025 7,346
    363576109 ARTHUR J GALLAGHER & 3,279 3,938
    43300A203 HILTON WORLDWIDE HOL 3,034 2,895
    45687V106 INGERSOLL RAND INC C 2,538 2,120
    46120E602 INTUITIVE SURGICAL I 2,487 1,500
    46434G103 ISHARES CORE MSCI EM    
    46641Q191 JPMORGAN BETABUILDER    
    46641Q217 JPMORGAN BETABUILDER 66,322 51,038
    46641Q225 JPMORGAN BETABUILDER 38,761 42,760
    46641Q233 JPMORGAN BETABUILDER 32,690 25,389
    512807108 LAM RESEARCH CORP    
    654106103 NIKE INC -CL B 2,396 1,413
    679580100 OLD DOMINION FREIGHT 3,396 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 3,182 3,201
    G8994E103 TRANE TECHNOLOGIES P 2,459 2,317
    023608102 AMEREN CORPORATION 4,489 3,866
    099502106 BOOZ ALLEN HAMILTON 3,391 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:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    09257V508 BLACKSTONE ALT MULTI AT COST 36,104 33,119
    09250J734 BLACKROCK EVNT DRVN AT COST 22,446 21,924
    64128R608 NEUBERGER BERMAN LON AT COST 20,875 22,353
    72201U638 PIMCO MRTG OPP & BND AT COST 22,744 20,479

    TY 2021 OtherAssetsSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    MINERAL INTERESTS   0 6,499
    XXX-XX-XXXX SEC 14 5N 12W CRAWFO 1 1 1
    XXX-XX-XXXX SEC 16 5N 11W CRAWFO 1 1 1
    XXX-XX-XXXX SEC 30 & 31 6N 11W C 1 1 1
    XXX-XX-XXXX SEC 36 6N 12W CRAWFO 1 1 1


    TY 2021 OtherDecreasesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 197
    MUTUAL FUND ADJUSTMENT 2


    TY 2021 OtherExpensesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MINERAL INT-PRODUCTION TAX 2 2   0
    MINERAL INT-AD VALOREM TAX 7 7   0


    TY 2021 OtherIncomeSchedule2
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ROYALTY INCOME 2,177 2,177  
    OTHER INCOME 2 2  


    TY 2021 OtherIncreasesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Description Amount
    ROUNDING 7


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    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:
    MARCIA HELEN EWING TRUST FOR UNITED METHODISM
    EIN:
    30-6191365
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 61 61   0
    FEDERAL TAX PAYMENT - PRIOR YE 123 0   0
    FEDERAL ESTIMATES - INCOME 2,524 0   0
    FOREIGN TAXES ON QUALIFIED FOR 952 952   0
    FOREIGN TAXES ON NONQUALIFIED 217 217   0