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 07-01-2021 , and ending 06-30-2022
Name of foundation
Deupree Family Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

31-1746946
B Telephone number (see instructions)

(800) 839-1754
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$6,424,351
J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books
(b) Net investment
income
(c) Adjusted net
income
(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 187 187  
4 Dividends and interest from securities... 176,239 176,239  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 706,481
b Gross sales price for all assets on line 6a 1,986,252
7 Capital gain net income (from Part IV, line 2)... 706,481
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... 14,407    
12 Total. Add lines 1 through 11........ 897,314 882,907  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0      
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... 1,323 0 0 1,323
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 57,742 57,742    
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,500      
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 159     159
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 28,202 150   28,052
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 99,926 57,892 0 29,534
25 Contributions, gifts, grants paid....... 992,260 992,260
26 Total expenses and disbursements. Add lines 24 and 25 1,092,186 57,892 0 1,021,794
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -194,872
b Net investment income (if negative, enter -0-) 825,015
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.)
Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 215,782 213,656 213,656
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 5,554,962 Click to see attachment5,362,216 6,210,695
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,770,744 5,575,872 6,424,351
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 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........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 5,770,744 5,575,872
29 Total net assets or fund balances (see instructions)..... 5,770,744 5,575,872
30 Total liabilities and net assets/fund balances (see instructions). 5,770,744 5,575,872
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
5,770,744
2
Enter amount from Part I, line 27a .....................
2
-194,872
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
5,575,872
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
5,575,872
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 Publicly-traded Securities      
b
c
d
e
(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 1,986,252   1,279,771 706,481
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a        
b
c
d
e
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 2 706,481
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  
3 Add lines 1 and 2........................... 3 11,468
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 11,468
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 8,197
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 3,800
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 11,997
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 10 529
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet529 RefundedBullet 11  
Part VI-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?.........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XIV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletOH
    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 ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2021, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VI-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person? ...........
    1a(1)
     
    No
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person? ..............................
    1a(2)
     
    No
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person? ...........
    1a(3)
     
    No
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person? ............
    1a(4)
     
    No
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)? ......................
    1a(5)
     
    No
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.) ...............
    1a(6)
     
    No
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ..........
    1b
     
     
    c
    ........bullet
    d
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2021? .............
    1d
     
    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
    Martha Chong Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kristine Cramer Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Caleb T Deupree Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Karolen Deupree Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kato Deupree Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Taylor Deupree Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Richard Redwood Deupree III Treas, Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Andrew Jones Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Susan Deupree Jones Pres, Dir
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 7
    Part VII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
     
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part VIII-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part VIII-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    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
    7,430,986
    b
    Average of monthly cash balances.......................
    1b
    225,955
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,656,941
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    7,656,941
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    114,854
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    7,542,087
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    377,104
    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
    377,104
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    11,468
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    11,468
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    365,636
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    365,636
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XII, line 1 ...
    7
    365,636
    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 7 365,636
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only.......  
    b Total for prior years:2019, 2018, 2017  
    3 Excess distributions carryover, if any, to 2021:
    a From 2016......  
    b From 2017...... 69,425
    c From 2018...... 425,089
    d From 2019...... 512,817
    e From 2020...... 408,001
    f Total of lines 3a through e ........ 1,415,332
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 1,021,794
    a Applied to 2020, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2021 distributable amount..... 365,636
    e Remaining amount distributed out of corpus 656,158
    5 Excess distributions carryover applied to 2021.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 2,071,490
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........
    0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...
     
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......
    2,071,490
    10 Analysis of line 9:
    a Excess from 2017.... 69,425
    b Excess from 2018.... 425,089
    c Excess from 2019.... 512,817
    d Excess from 2020.... 408,001
    e Excess from 2021.... 656,158
    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).)
    NONE
    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
    13 HANDS EQUINE RESCUE INC
    50 TUSCAN WAY
    CLINTON CORNERS,NY12514
    N/A PC General & Unrestricted 5,000
    9TH LIFE HAWAII
    PO BOX 476
    MAKAWAO,HI96768
    N/A PC General & Unrestricted 5,000
    A GREENER WORLD
    PO BOX 115
    TERREBONNE,OR97760
    N/A PC General & Unrestricted 3,000
    A MORE BALANCED WORLD INC
    25149 SMOKEWOOD WAY
    STEVENSON RNH,CA91381
    N/A PC in support of SMALL ACTS OF SUSTAINABILITY 2,000
    ABILITIES DANCE INCORPORATED
    2 STRATHMORE RD APT 3
    BROOKLINE,MA02445
    N/A PC General & Unrestricted 2,000
    ADVOCATES FOR URBAN AGRICULTURE NFP
    PO BOX 168083
    CHICAGO,IL60616
    N/A PC General & Unrestricted 1,000
    AFRICAN WILDLIFE FOUNDATION
    1100 NEW JERSEY AVE SE STE 900
    WASHINGTON,DC20003
    N/A PC General & Unrestricted 1,500
    AIDS LEGAL REFERRAL PANEL OF THE SAN FRANCISCO BAY
    1663 MISSION ST STE 500
    SAN FRANCISCO,CA94103
    N/A PC General & Unrestricted 3,250
    ALOHA ILIO RESCUE
    PO BOX 492364
    KEAAU,HI96749
    N/A PC General & Unrestricted 4,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION INC
    9450 SW GEMINI DR PMB 62825
    BEAVERTON,OR97008
    N/A PC General & Unrestricted 5,000
    AMERICAN SPECIAL HOCKEY ASSOCIATION
    37 KENILWORTH RD
    BINGHAMTON,NY13903
    N/A PC General & Unrestricted 5,000
    AND-HOF ANIMALS SANCTUARY FOR FARM ANIMALS INC
    25 FEATHERSTONE RD
    CATSKILL,NY12414
    N/A PC General & Unrestricted 2,000
    ANIMAL PROTECTORS OF ALLEGHENY VALLEY
    730 CHURCH ST
    NEW KENSINGTN,PA15068
    N/A PC Blue Collar Cats 1,500
    APOPO US INC
    712 H ST NE
    WASHINGTON,DC20002
    N/A PC General & Unrestricted 1,500
    ARIZONA FRIENDS OF CHAMBER MUSIC
    PO BOX 40845
    TUCSON,AZ85717
    N/A PC General & Unrestricted 1,000
    ARIZONA HUMANE SOCIETY
    1521 W DOBBINS RD
    PHOENIX,AZ85041
    N/A PC General & Unrestricted 2,500
    ASIAN MENTAL HEALTH COLLECTIVE
    613 PARK LN
    FRIENDSWOOD,TX77546
    N/A PC General & Unrestricted 2,000
    ASIAN WOMEN UNITED OF MINNESOTA
    PO BOX 6223
    MINNEAPOLIS,MN55406
    N/A PC General & Unrestricted 2,000
    AUSTIN PETS ALIVE
    1156 W CESAR CHAVEZ ST
    AUSTIN,TX78703
    N/A PC General & Unrestricted 1,500
    BAINBRIDGE ARTISAN RESOURCE NETWORK
    8890 THREE TREE LN NE
    BAINBRIDGE IS,WA98110
    N/A PC General & Unrestricted 5,000
    BAINBRIDGE ISLAND LAND TRUST
    147 FINCH PL SW
    BAINBRIDGE ISLAND,WA98110
    N/A PC General & Unrestricted 2,000
    BAINBRIDGE ISLAND MUSEUM OF ART
    550 WINSLOW WAY E
    BAINBRIDGE IS,WA98110
    N/A PC General & Unrestricted 1,000
    BAINBRIDGE ISLAND ULTIMATE
    6590 NE DAPPLE CT
    BAINBRIDGE IS,WA98110
    N/A PC General & Unrestricted 2,000
    BAT CONSERVATION INTERNATIONAL INC
    PO BOX 140434
    AUSTIN,TX78714
    N/A PC General & Unrestricted 3,000
    BEST BUDDIES INTERNATIONAL INC
    100 SE SECOND ST SUITE 2200
    MIAMI,FL33131
    N/A PC General & Unrestricted 10,000
    BIG BROTHERS AND BIG SISTERS OF NEW YORK CITY INC
    40 RECTOR ST 11TH FL
    NEW YORK,NY10006
    N/A PC General & Unrestricted 3,000
    BIG CAT RESCUE CORP
    12802 EASY ST
    TAMPA,FL33625
    N/A PC General & Unrestricted 2,000
    BISHOP MUSEUM
    1525 BERNICE ST
    HONOLULU,HI96817
    N/A PC General & Unrestricted 2,000
    BLANKETS & BEARS INC
    1133 KOOTENAI AVE
    BILLINGS,MT59105
    N/A PC General & Unrestricted 2,500
    BRADY CENTER TO PREVENT GUN VIOLENCE
    840 FIRST ST NE STE 400
    WASHINGTON,DC20002
    N/A PC General & Unrestricted 3,000
    BROTHER WOLF ANIMAL RESCUE INC
    PO BOX 8195
    ASHEVILLE,NC28814
    N/A PC Cat transport 3,000
    CAMELLAS CUPBOARD INCORPORATED
    PO BOX 1771
    NEW MILFORD,CT06776
    N/A PC General & Unrestricted 1,000
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVE
    CINCINNATI,OH45208
    N/A PC General & Unrestricted 70,000
    CAMPING & EDUCATION FOUNDATION
    3515 MICHIGAN AVE
    CINCINNATI,OH45208
    N/A PC Camp Ogichi Daa Kwe, the boat building project, andthe Ogichi scholarship fund 23,000
    CAPPELLA ROMANA INC
    1201 SW 12TH AVE STE 415
    PORTLAND,OR97205
    N/A PC General & Unrestricted 4,850
    CARING FOR THE HOMELESS OF PEEKSKILL INC
    200 N WATER ST STE 3
    PEEKSKILL,NY10566
    N/A PC General & Unrestricted 1,000
    CASA ESPERANZA INC
    1705 COUNTY RD 285
    LIBERTY HILL,TX78642
    N/A PC General & Unrestricted 11,000
    CASA LATINA
    317 17TH AVE S
    SEATTLE,WA98144
    N/A PC General & Unrestricted 2,500
    CASCADE BICYCLE CLUB
    7787 62ND AVE NE
    SEATTLE,WA98115
    N/A PC General & Unrestricted 500
    CELEBRATION OF LIFE COMMUNITY INC
    PO BOX 24039
    ROCHESTER,NY14624
    N/A PC Help Me Read program 3,000
    CENTER FOR BIOLOGICAL DIVERSITY INC
    378 N MAIN AVE
    TUCSON,AZ85701
    N/A PC General & Unrestricted 2,000
    CENTER FOR ORANGUTAN AND CHIMPANZEE CONSERVATION I
    PO BOX 488
    WAUCHULA,FL33873
    N/A PC General & Unrestricted 9,345
    CHANGING GAITS INC
    27274 MONUMENT RD
    BROOK PARK,MN55007
    N/A PC Mushu Fund 2,500
    CHARLIES ANGELS ANIMAL RESCUE
    5526 HENDERSONVILLE RD
    FLETCHER,NC28732
    N/A PC Exhaust fan fund 1,500
    CHINESE FOR AFFIRMATIVE ACTION
    17 WALTER U LUM PL
    SAN FRANCISCO,CA94108
    N/A PC Stop AAPI Hate Fund 1,000
    CHRISTIAN LIFE OUTREACH INC
    6438 E JENAN DR
    SCOTTSDALE,AZ85254
    N/A PC Mom's Pantry 2,000
    CINCINNATI MUSEUM CENTER
    1301 WESTERN AVE
    CINCINNATI,OH45203
    N/A PC for updating electrical system for the CMC Skinner 50,000
    CITYMEALS-ON-WHEELS
    355 LEXINGTON AVE 3RD FL
    NEW YORK,NY10017
    N/A PC General & Unrestricted 2,500
    COALITION FOR SONORAN DESERT PROTECTION
    738 N 5TH AVE STE 205
    TUCSON,AZ85705
    N/A PC To fund the replacement of wildlife cameras lost during the monsoons 5,000
    COALITION FOR SONORAN DESERT PROTECTION
    738 N 5TH AVE STE 205
    TUCSON,AZ85705
    N/A PC General & Unrestricted 30,000
    COALITION TO SALUTE AMERICAS HEROES FOUNDATION
    552 FORT EVANS ROAD STE 300
    LEESBURG,VA20176
    N/A PC America's Little Helpers program 2,000
    COMMUNITY FOOD BANK INC
    3003 S COUNTRY CLUB RD
    TUCSON,AZ85713
    N/A PC General & Unrestricted 10,000
    COMMUNITY FOUNDATION OF SARASOTA COUNTY INC
    2635 FRUITVILLE RD
    SARASOTA,FL34237
    N/A PC General & Unrestricted 1,000
    COMMUNITY RENEWAL TEAM INC
    555 WINDSOR ST
    HARTFORD,CT06120
    N/A PC Elderly Nutrition Program 2,500
    CONNECTICUT VETERINARY MEDICAL FOUNDATION INC
    434 SILAS DEANE HWY
    WETHERSFIELD,CT06109
    N/A PC Voucher Program 2,075
    CRUCES CREATIVES
    205 E LOHMAN AVE
    LAS CRUCES,NM88001
    N/A PC Community Mural Project 3,840
    CULTURE AID NOLA
    1526 MANDEVILLE ST
    NEW ORLEANS,LA70117
    N/A PC Aid to victims of hurricanes Ida and Nicholas 5,000
    CUPCAKE GIRLS
    3110 S VALLEY VIEW BLVD STE 201
    LAS VEGAS,NV89102
    N/A PC Direct Care Program 5,000
    DETROIT DOG RESCUE
    PO BOX 806119
    ST CLR SHORES,MI48080
    N/A PC General & Unrestricted 500
    DODDRIDGE COUNTY HUMANE SOCIETY INC
    1286 WISEMAN RUN RD
    WEST UNION,WV26426
    N/A PC General & Unrestricted 500
    EAST BAY SOCIETY FOR THE PREVENTION OF CRUELTY TO
    8323 BALDWIN ST
    OAKLAND,CA94621
    N/A PC General & Unrestricted 1,000
    EAST HAWAII CULTURAL COUNCIL
    141 KALAKAUA ST
    HILO,HI96720
    N/A PC General & Unrestricted 3,500
    EASTERN AGENCY ON AGING
    240 STATE ST
    BREWER,ME04412
    N/A PC lease issues related to Furry Friends Food Bank 1,850
    EDITH KANAKAOLE FOUNDATION
    1500 KALANIANAOLE ST
    HILO,HI96720
    N/A PC General & Unrestricted 2,500
    ENGINEERS FOR A SUSTAINABLE WORLD
    424 SAPPHIRE WAY
    PITTSBURGH,PA15224
    N/A PC Summer projects 8,525
    ESTHER NEONATAL KITTEN ALLIANCE
    PO BOX 2161
    ASHEVILLE,NC28802
    N/A PC General & Unrestricted 3,000
    ETOSHA RESCUE & ADOPTION CENTER
    191 JACKSON CIR
    SEGUIN,TX78155
    N/A PC General & Unrestricted 2,000
    EVER AFTER MUSTANG RESCUE TRAINING AND EDUCATIONAL
    6 YATES ST
    BIDDEFORD POOL,ME04006
    N/A PC General & Unrestricted 1,500
    EVLOVES
    520 E 5TH ST APT 4C
    NEW YORK,NY10009
    N/A PC General & Unrestricted 4,000
    FAITH EQUESTRIAN THERAPEUTIC CENTER INC
    243 APPALOOSA WAY
    GUYTON,GA31312
    N/A PC General & Unrestricted 6,150
    FELICIAS FARM
    5995 E GRANT RD STE 200
    TUCSON,AZ85712
    N/A PC General & Unrestricted 6,000
    FIX OUR FERALS
    12226 SAN PABLO AVE
    RICHMOND,CA94805
    N/A PC General & Unrestricted 1,500
    FLANDERS NATURE CENTER INC VAN VLECK FARM
    5 CHURCH HILL RD
    WOODBURY,CT06798
    N/A PC General & Unrestricted 5,000
    FOUNDATION OF ARTS MUSIC AND EDUCATION
    PO BOX 764
    BEDFORD HILLS,NY10507
    N/A PC General & Unrestricted 5,000
    FOWLERVILLE CHURCH OF THE NAZARENE
    8040 COUNTRY CORNER DR
    FOWLERVILLE,MI48836
    N/A PC General & Unrestricted 15,000
    FOX TUCSON THEATRE FOUNDATION
    PO BOX 1008
    TUCSON,AZ85702
    N/A PC General & Unrestricted 10,000
    FREEDOM FARM ANIMAL SANCTUARY
    757 S ST
    MIDDLEBURY,CT06762
    N/A PC General & Unrestricted 2,000
    FRIENDS OF CONARD THEATER & STAGECRAFT INC
    301 WESTPPOINT TERRACE
    WEST HARTFORD,CT06107
    N/A PC General & Unrestricted 750
    FRIENDS OF GEORGETOWN HISTORY
    6601 CARLETON AVE S UNIT A
    SEATTLE,WA98108
    N/A PC in support of native storyteller participation in the upcoming Haunted History Tour 1,000
    FRIENDS OF LILIUOKALANI GARDENS
    PO BOX 5147
    HILO,HI96720
    N/A PC General & Unrestricted 2,500
    FRIENDS OF THE FARMS
    250 MADRONA WAY NE STE 110B
    BAINBRIDGE IS,WA98110
    N/A PC Food Forest initiative 2,000
    FRIENDS OF THE LIBRARY OF HAWAII
    501 SUMMER ST UNIT 614
    HONOLULU,HI96817
    N/A PC for the Hilo and Laupahoehoe library branches on the Big Island 2,500
    FRIENDS OF THE PALACE THEATER
    38 HAILI ST
    HILO,HI96720
    N/A PC General & Unrestricted 1,000
    FRIENDS OF TUCSONS BIRTHPLACE INC
    PO BOX 1228
    TUCSON,AZ85702
    N/A PC General & Unrestricted 500
    FROM JERSEY WITH LOVE
    115 DEWITT AVE
    ASBURY,NJ07712
    N/A PC General & Unrestricted 3,000
    FRONT RANGE FREEDOM RESCUE INC
    3888 SAINT VINCENT PL
    BOULDER,CO80301
    N/A PC General & Unrestricted 3,000
    FRONT-PORCH FELINES
    15607 CAROLINE AVE
    FORT LUPTON,CO80621
    N/A PC General & Unrestricted 1,000
    FUND FOR THE CITY OF NEW YORK INC
    121 SIXTH AVE
    NEW YORK,NY10013
    N/A PC ROAD TO UNI 1,000
    GATHERING 4 GARDNER INC
    2885 SANFORD AVE SW 39552
    GRANDVILLE,MI49418
    N/A PC Charitable Event 2,000
    GATHERING 4 GARDNER INC
    2885 SANFORD AVE SW 39552
    GRANDVILLE,MI49418
    N/A PC General & Unrestricted 1,000
    GEORGE WASHINGTON CARVER BIRTHPLACE DISTRICT ASSOC
    5646 CARVER RD
    DIAMOND,MO64840
    N/A PC General & Unrestricted 1,550
    GIVING THE BASICS INC
    927 S 7TH ST
    KANSAS CITY,KS66105
    N/A PC Pantry Program and School Program 5,000
    GLEANERS COMMUNITY FOOD BANK OF SOUTHEASTERN MICHI
    2131 BEAUFAIT ST
    DETROIT,MI48207
    N/A PC infrastructure improvements fund 25,000
    GRAND BLANC EDUCATIONAL FOUNDATION
    8046 PAGELS DR
    GRAND BLANC,MI48439
    N/A PC Technology Explorations at Cook Elementary School 1,300
    GRAYWOLF PRESS
    250 3RD AVE N STE 600
    MINNEAPOLIS,MN55401
    N/A PC General & Unrestricted 500
    GREATER CINCINNATI ARTS & EDUCATION CENTER
    108 W CENTRAL PKWY
    CINCINNATI,OH45202
    N/A PC for SCPA music students Scholarship Fund 3,000
    GREATER GOOD CHARITIES
    600 UNIVERSITY ST
    SEATTLE,WA98101
    N/A PC For the Jackson Galaxy Project 2,000
    HARTLAND ENRICHMENT AND RECREATION ORGANIZATION
    3191 HARTLAND RD
    HARTLAND,MI48353
    N/A PC General & Unrestricted 10,000
    HAWAII ISLAND HUMANE SOCIETY
    78-6767 MAMALAHOA HWY
    HOLUALOA,HI96725
    N/A PC General & Unrestricted 4,000
    HAWAII PREPARATORY ACADEMY
    65-1692 KOHALA MOUNTAIN RD
    KAMUELA,HI96743
    N/A PC HPA Sea Turtle Research and Conservation Program 1,000
    HAWAII WILDLIFE CENTER
    PO BOX 551752
    KAPAAU,HI96755
    N/A PC General & Unrestricted 2,500
    HEALING HOOFBEATS OF CT INC
    94 ISAIAH SMITH LN
    MORRIS,CT06763
    N/A PC Roof repair fund 4,000
    HEARTLAND FARM SANCTUARY INC
    PO BOX 45746
    MADISON,WI53744
    N/A PC General & Unrestricted 1,000
    HEAVEN ON EARTH SOCIETY FOR ANIMALS INC
    7342 FULTON AVE
    N HOLLYWOOD,CA91605
    N/A PC General & Unrestricted 1,000
    HELP HOMELESS INC
    1 ARBOR FIELD CT
    OLD WESTBURY,NY11568
    N/A PC General & Unrestricted 500
    HELPING HANDS SIMIAN AIDES FOR THE DISABLED INC -
    541 CAMBRIDGE ST
    ALLSTON,MA02134
    N/A PC Care of retired monkey helpers 2,000
    HELPLINE HOUSE
    282 KNECHTEL WAY NE
    BAINBRIDGE IS,WA98110
    N/A PC General & Unrestricted 3,000
    HIGHLAND PARK ELEMENTARY P T A SEATTLE COUNCIL
    1012 SW TRENTON ST
    SEATTLE,WA98106
    N/A PC Playground fund 6,000
    HOPE FOR LEARNING FOUNDATION
    10301 HULL ST RD STE 3
    MIDLOTHIAN,VA23112
    N/A PC General & Unrestricted 3,000
    HOPE SERVICES HAWAII INC
    357 WAIANUENUE AVE
    HILO,HI96720
    N/A PC General & Unrestricted 3,750
    HUI ALOHA KIHOLO
    PO BOX 1868
    KAMUELA,HI96743
    N/A PC General & Unrestricted 2,500
    HUI MALAMA I KE ALA ULILI
    PO BOX 6
    PAAUILO,HI96776
    N/A PC General & Unrestricted 6,000
    HUI PONO HOLOHOLONA
    PO BOX 943
    MOUNTAIN VIEW,HI96771
    N/A PC General & Unrestricted 2,500
    HUMAN RIGHTS CAMPAIGN FOUNDATION
    1640 RHODE ISLAND AVE NW
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 3,000
    HUMANE SOCIETY OF FLORIDA INC
    5801 CAMINO DEL SOL APT 300
    BOCA RATON,FL33433
    N/A PC Adopt Me! aids 2,000
    HYLA MIDDLE SCHOOL
    7861 NE BUCKLIN HILL RD
    BAINBRIDGE IS,WA98110
    N/A PC General & Unrestricted 5,500
    INSTITUTE FOR HUMANE EDUCATION
    PO BOX 260
    SURRY,ME04684
    N/A PC Thought Exchange Platform 3,000
    INTERNATIONAL BIRD RESCUE
    PO BOX 2171
    LONG BEACH,CA90801
    N/A PC General & Unrestricted 1,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC On the ground relief in Ukraine and neighboring countries with refugee 10,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC Charitable Event 10,000
    INTERNATIONAL RESCUE COMMITTEE INC
    PO BOX 6068
    ALBERT LEA,MN56007
    N/A PC General & Unrestricted 2,000
    ISHA FOUNDATION INC
    951 ISHA LN
    MCMINNVILLE,TN37110
    N/A PC For the building campaign for the yoga center in Los Angeles, CA 3,000
    JENGA JUMUIA - BUILDING COMMUNITY THROUGH SCHOOL B
    945 MCKINNEY ST STE 494
    HOUSTON,TX77002
    N/A PC for CENCUDER-Cameroon educational program 1,000
    KUAAINA ULU AUAMO
    47-200 WAIHEE RD
    KANEOHE,HI96744
    N/A PC General & Unrestricted 5,000
    LGBT PLUS CENTER ORLANDO INC
    946 N MILLS AVE
    ORLANDO,FL32803
    N/A PC General & Unrestricted 4,000
    LOVE INC OF THE GREATER LIVINGSTON AREA
    PO BOX 558
    HOWELL,MI48844
    N/A PC General & Unrestricted 15,000
    LOVE INC OF THE GREATER LIVINGSTON AREA
    PO BOX 558
    HOWELL,MI48844
    N/A PC Charitable Event 1,000
    MAGICAL CREATURES OF HAMAKUA - ANIMAL RESCUE AND S
    PO BOX 444
    LAUPAHOEHOE,HI96764
    N/A PC General & Unrestricted 1,000
    MALTA HOUSE INC
    139A W ROCKS RD
    NORWALK,CT06851
    N/A PC GED program 2,325
    MEDECINS SANS FRONTIERES USA INC - DOCTORS WITHOUT
    PO BOX 5030
    HAGERSTOWN,MD21741
    N/A PC General & Unrestricted 1,200
    MIGHTY WRITERS
    12 E CHURCH LN
    PHILADELPHIA,PA19144
    N/A PC Mighty Toddlers Program 2,000
    MOHONK PRESERVE INC
    PO BOX 715
    NEW PALTZ,NY12561
    N/A PC for bringing city children to the Preserve 5,000
    NATIONAL CENTER FOR MISSING AND EXPLOITED CHILDREN
    333 JOHN CARLYE ST STE 125
    ALEXANDRIA,VA22314
    N/A PC General & Unrestricted 3,000
    NATIONAL CENTER FOR VICTIMS OF CRIME INC
    3434 N WASHINGTON BLVD
    ARLINGTON,VA22201
    N/A PC General & Unrestricted 1,500
    NATIONAL NOVEL WRITING MONTH
    3354 ADELINE ST
    BERKELEY,CA94703
    N/A PC General & Unrestricted 1,000
    NAZARENE COMPASSIONATE MINISTRIES INC
    17001 PRAIRIE STAR PKWY STE 100
    LENEXA,KS66220
    N/A SO II Charitable Event 5,000
    NEADS INC
    PO BOX 1100
    PRINCETON,MA01541
    N/A PC General & Unrestricted 2,000
    NEIGHBORS LINK CORP
    27 COLUMBUS AVE
    MOUNT KISCO,NY10549
    N/A PC General & Unrestricted 5,000
    NEW ENGLAND STEAM CORP
    PO BOX 302
    WINTERPORT,ME04496
    N/A PC General & Unrestricted 2,000
    NEW GEORGIA PROJECT INCORPORATED
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316
    N/A PC General & Unrestricted 2,000
    NORTHWOOD SCHOOL
    92 NORTHWOOD RD
    LAKE PLACID,NY12946
    N/A PC General & Unrestricted 10,000
    NOTRE DAME URBAN EDUCATION CENTER INC
    14 E 8TH ST
    COVINGTON,KY41011
    N/A PC Homework Plus Program 2,000
    NOWZAD
    2770 MAIN ST STE 161
    FRISCO,TX75033
    N/A PC General & Unrestricted 3,000
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC Champions for Sea Change 5,000
    OCEAN CONSERVANCY INC
    1300 19TH ST NW 8TH FLOOR
    WASHINGTON,DC20036
    N/A PC General & Unrestricted 3,000
    OKLAHOMA PET COLLECTIVE SOCIETY
    128 S 122ND E AVE
    TULSA,OK74128
    N/A PC General & Unrestricted 1,500
    ONE HEART WILD EDUCATION SANCTUARY
    12620 WILLAMETTE MERIDIAN RD NW
    SILVERDALE,WA98383
    N/A PC General & Unrestricted 1,000
    OPEN DOOR FOUNDATION INC
    165 MAIN ST
    OSSINING,NY10562
    N/A PC General & Unrestricted 5,000
    PACIFIC GATEWAY CENTER
    723 UMI ST STE C
    HONOLULU,HI96819
    N/A PC Social Enterprise Program 2,500
    PAEPAE O HEEIA
    PO BOX 6355
    KANEOHE,HI96744
    N/A PC General & Unrestricted 2,000
    PALM BEACH ISLAND CATS INC
    PO BOX 173
    PALM BEACH,FL33480
    N/A PC General & Unrestricted 500
    PAWS CROSSED ANIMAL RESCUE INC
    100 S WAREHOUSE LN
    ELMSFORD,NY10523
    N/A PC General & Unrestricted 1,000
    PEEWEES PET ADOPTION WORLD & SANCTUARY INC
    1307 SARATOGA BLVD
    CORP CHRISTI,TX78417
    N/A PC General & Unrestricted 2,000
    PENNSYLVANIA PUBLIC RADIO ASSOCIATES INC
    PO BOX 256
    CHESTER SPRGS,PA19425
    N/A PC Echoes Radio Program 500
    PETS ALIVE INC
    363 DERBY RD
    MIDDLETOWN,NY10940
    N/A PC General & Unrestricted 2,000
    PIER PARENT TEACHER ORGANIZATION
    259 OLD PIONEER RD
    FOND DU LAC,WI54935
    N/A PC General & Unrestricted 5,000
    PINK SPACE THEORY
    3360 POST OFC RD
    WOODBRIDGE,VA22193
    N/A PC General & Unrestricted 2,500
    PLANNED PARENTHOOD GREAT PLAINS
    4401 W 109TH ST SUITE 200
    OVERLAND PARK,KS66211
    N/A PC General & Unrestricted 3,000
    PLAYERS PHILANTHROPY FUND
    1122 KENILWORTH DR STE 201
    TOWSON,MD21204
    N/A PC Welcome to Chinatown 3,000
    PORT CHESTER CARVER CENTER INC
    400 WESTCHESTER AVE
    PORT CHESTER,NY10573
    N/A PC General & Unrestricted 5,000
    POUND RIDGE FIRE DEPARTMENT INC
    WESTCHESTER AVE
    POUND RIDGE,NY10576
    N/A PC General Operations 2,000
    POUND RIDGE LAND CONSERVANCY INC
    1361 OLD POST RD
    POUND RIDGE,NY10576
    N/A PC General & Unrestricted 2,000
    POUND RIDGE LIONS AMBULANCE CORPS
    PO BOX 237
    POUND RIDGE,NY10576
    N/A PC General & Unrestricted 2,000
    PRIDE TREE
    7529 LUNA BELLA AVE
    LAS VEGAS,NV89179
    N/A PC General & Unrestricted 5,000
    PROJECT LIBERTY SHIP INC
    PO BOX 25846
    BALTIMORE,MD21224
    N/A PC General & Unrestricted 1,000
    PROJECT URGE INC
    1 FAVOR ST
    ROCHESTER,NY14608
    N/A PC Mothers in need of Others program 1,000
    RAINBOW FRIENDS ANIMAL SANCTUARY
    PO BOX 1259
    KURTISTOWN,HI96760
    N/A PC General & Unrestricted 4,000
    REVIVED SOLDIERS UKRAINE
    110 DREW CT PO BOX 3196
    STATELINE,NV89449
    N/A PC General & Unrestricted 3,000
    SAN ANTONIO AREA FOUNDATION
    303 PEARL PKWY STE 114
    SAN ANTONIO,TX78215
    N/A PC Uvalde Strong Survivors Fund 3,000
    SEATTLE ART MUSEUM
    1300 1ST AVE
    SEATTLE,WA98101
    N/A PC General & Unrestricted 1,500
    SECOND CHANCE NYC INCORPORATED
    12113 SUTPHIN BLVD
    JAMAICA,NY11434
    N/A PC General & Unrestricted 500
    SECOND HARVEST FOOD BANK OF GREATER NEW ORLEANS AN
    700 EDWARDS AVE
    NEW ORLEANS,LA70123
    N/A PC For flood victims of hurricanes Ida and Nicholas 5,000
    SECOND HARVEST FOOD BANK OF MIDDLE TENNESSEE INC
    331 GREAT CIR RD
    NASHVILLE,TN37228
    N/A PC To be directed to the recent flood victims 5,000
    SIMPSON COUNTY LITERACY COUNCIL INC
    231 S COLLEGE ST
    FRANKLIN,KY42134
    N/A PC General & Unrestricted 5,000
    SISTAHS CAN WE TALK INC
    5045 W 81ST ST N
    VALLEY CENTER,KS67147
    N/A PC General & Unrestricted 1,000
    SOUTH SHORE YOUNG MENS CHRISTIAN ASSOCIATION
    79 CODDINGTON ST
    QUINCY,MA02169
    N/A PC care and feeding of resident hawk and owl 3,000
    SOUTH SIDE COMMUNITY ART CENTER
    3831 S MICHIGAN AVE
    CHICAGO,IL60653
    N/A PC General & Unrestricted 1,000
    SOUTHERN POVERTY LAW CENTER INC
    400 WASHINGTON AVE
    MONTGOMERY,AL36104
    N/A PC General & Unrestricted 3,000
    SPIRIT OF GIVING FUND
    646 S FLORES ST
    SAN ANTONIO,TX78204
    N/A PC General & Unrestricted 3,000
    SQUEAKY WHEELS
    221 WINSLOW WAY W
    BAINBRIDGE ISLAND,WA98110
    N/A PC General & Unrestricted 500
    STARFISH LEARNING CENTER
    1543 W HOWARD ST
    CHICAGO,IL60626
    N/A PC General & Unrestricted 1,000
    STEVENSVILLE SHARING TREE
    PO BOX 747
    STEVENSVILLE,MT59870
    N/A PC General & Unrestricted 2,000
    SUMNER COMMUNITY FOOD BANK
    PO BOX 475
    SUMNER,WA98390
    N/A PC General & Unrestricted 3,000
    SWEET ADELINES INTERNATIONAL
    9110 S TOLEDO AVE
    TULSA,OK74137
    N/A PC General & Unrestricted 500
    SYLVIA RIVERA LAW PROJECT INC
    147 W 24TH ST 5TH FL
    NEW YORK,NY10011
    N/A PC General & Unrestricted 2,000
    TECH TURN UP
    1666 CONNECTICUT AVE NW
    WASHINGTON,DC20009
    N/A PC General & Unrestricted 5,000
    TEXAS DIAPER BANK
    1803 GRANDSTAND DR STE 150
    SAN ANTONIO,TX78238
    N/A PC General & Unrestricted 5,000
    THE ASPEN INSTITUTE INC
    2300 N ST NW STE 700
    WASHINGTON,DC20037
    N/A PC General & Unrestricted 5,000
    THE FOOD BASKET INC
    40 HOLOMUA ST
    HILO,HI96720
    N/A PC General & Unrestricted 17,000
    THE FOUNDATION FOR NORTH AMERICA WILD SHEEP
    412 PRONGHORN TRAIL
    BOZEMAN,MT59718
    N/A PC General & Unrestricted 2,000
    THE HERMITAGE CAT SHELTER
    PO BOX 13508
    TUCSON,AZ85732
    N/A PC Charitable Event 1,000
    THE SAFE CROSSINGS FOUNDATION
    4210 SW OREGON ST STE H
    SEATTLE,WA98116
    N/A PC General & Unrestricted 3,000
    THE TANK CENTER FOR SONIC ARTS INC
    233 COUNTY RD 46
    RANGELY,CO81648
    N/A PC General & Unrestricted 5,000
    THE TREVOR PROJECT INC
    PO BOX 69232
    WEST HOLLYWOOD,CA90069
    N/A PC General & Unrestricted 3,000
    THREE RING RANCH INC
    75-809 KEAOLANI DR
    KAILUA KONA,HI96740
    N/A PC General & Unrestricted 1,500
    THREE VALLEY CONSERVATION TRUST
    5995 FAIRFIELD RD STE 3
    OXFORD,OH45056
    N/A PC General & Unrestricted 1,000
    TOHONO CHUL PARK INC
    7366 N PASEO DEL NORTE
    TUCSON,AZ85704
    N/A PC General & Unrestricted 1,000
    TONIS PONIES
    PO BOX 697
    KINGSTON,WA98346
    N/A PC General & Unrestricted 2,000
    TRI-STATE BIRD RESCUE AND RESEARCH INC
    170 POSSUM HOLLOW RD
    NEWARK,DE19711
    N/A PC General & Unrestricted 1,000
    TUCSON BOTANICAL GARDENS
    2150 N ALVERNON WAY
    TUCSON,AZ85712
    N/A PC General & Unrestricted 1,500
    TUOLUMNE RIVER PRESERVATION TRUST
    PO BOX 3727
    SONORA,CA95370
    N/A PC General & Unrestricted 7,500
    TURNING POINTE DONKEY RESCUE INC
    PO BOX 248
    DANSVILLE,MI48819
    N/A PC General & Unrestricted 1,000
    U C SANTA CRUZ FOUNDATION
    1156 HIGH ST
    SANTA CRUZ,CA95064
    N/A PC for the UC Santa Cruz Library Special Collections, specifically the Grateful Dead Archive 4,000
    UMASS MEDICAL SCHOOL FOUNDATION INC
    333 SOUTH ST SUITE 290
    SHREWSBURY,MA01545
    N/A PC Sibling Support Program 5,000
    UNION STREET BRICK CHURCH
    126 UNION ST
    BANGOR,ME04401
    N/A PC General & Unrestricted 8,000
    UNIVERSITY OF WASHINGTON FOUNDATION - SEATTLE
    PO BOX 359505
    SEATTLE,WA98195
    N/A PC General & Unrestricted 1,000
    UPLANDS PEAK SANCTUARY INC
    6444 FREEDOM ARNEY RD
    FREEDOM,IN47431
    N/A PC Building appropriate shelter for recent intake of many chickens and roosters 3,000
    UPTURNSHIPS INC
    5832 LINCOLN DR 153
    MINNEAPOLIS,MN55436
    N/A PC General & Unrestricted 2,000
    URBAN JUNCTURE FOUNDATION
    300 E 51ST ST
    CHICAGO,IL60615
    N/A PC General & Unrestricted 25,000
    VALLEY COMMUNITY CENTER
    549 5TH ST
    CLARKSTON,WA99403
    N/A PC General & Unrestricted 2,500
    VOICES OF HOPE FOR APHASIA INC
    6798 CROSSWINDS DR N STE B-102
    ST PETERSBURG,FL33710
    N/A PC General & Unrestricted 2,000
    VOLUNTEER GUARDIANSHIP ONE-ON-ONE
    50 MAIN ST
    FLEMINGTON,NJ08822
    N/A PC General & Unrestricted 5,000
    WALDORF SCHOOL ASSOCIATION OF MICHIGAN
    2555 BURNS ST
    DETROIT,MI48214
    N/A PC General & Unrestricted 2,500
    WATERTOWN HUMANE SOCIETY INC
    418 WATER TOWER CT
    WATERTOWN,WI53094
    N/A PC General & Unrestricted 4,000
    WAYNE OPPORTUNITY CENTER INC
    619 S GEORGE ST
    GOLDSBORO,NC27530
    N/A PC Greenhouse Project 10,000
    WE DONT WASTE INC
    5971 BROADWAY
    DENVER,CO80216
    N/A PC General & Unrestricted 5,000
    WESTCHESTER SHORE HUMANE SOCIETY INC
    7 HARRISON AVE
    HARRISON,NY10528
    N/A PC General & Unrestricted 2,000
    WESTMORELAND SANCTUARY INC
    260 CHESTNUT RIDGE RD
    MOUNT KISCO,NY10549
    N/A PC the local high school internship program 2,000
    WILDERNESS INTEGRATION PROJECT
    PO BOX 816
    KINGSTON,WA98346
    N/A PC General & Unrestricted 20,000
    WILDERNESS INTEGRATION PROJECT
    PO BOX 816
    KINGSTON,WA98346
    N/A PC Establish Endowment Fund 40,000
    WOLF CONSERVATION CENTER INC
    PO BOX 421
    SOUTH SALEM,NY10590
    N/A PC General & Unrestricted 5,000
    WORLD CENTRAL KITCHEN INCORPORATED
    200 MASSACHUSETTS AVE NW 7TH FL
    WASHINGTON,DC20001
    N/A PC Charitable Event 10,000
    WORLD CENTRAL KITCHEN INCORPORATED
    200 MASSACHUSETTS AVE NW 7TH FL
    WASHINGTON,DC20001
    N/A PC Relief in Ukraine and neighbors taking in refugees 10,000
    YANCEY COUNTY HUMANE SOCIETY
    PO BOX 1016
    BURNSVILLE,NC28714
    N/A PC General & Unrestricted 3,000
    YOUTH ON THEIR OWN
    1660 N ALVERNON WAY
    TUCSON,AZ85712
    N/A PC Charitable Event 500
    YWCA OF HAWAII ISLAND
    1382 KILAUEA AVE
    HILO,HI96720
    N/A PC General & Unrestricted 5,000
    Total .................................bullet 3a 992,260
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 12
    Part XV-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments ....          
    3 Interest on savings and temporary cash
    investments ...........
        14 187  
    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 ............
        18 706,481  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aFederal Tax Refund
        01 14,407  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   897,314  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    897,314
    (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

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2021 DepreciationSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABS 29,239 76,164
    ABBVIE INC 83,974 147,799
    AIR PRODS & CHEM INC 79,934 115,671
    AMERICAN TOWER REIT INC 62,498 70,032
    AUTOMATIC DATA PROCESSING INC 63,086 80,865
    BEST BUY INC 76,507 43,612
    BLACKROCK INC 66,295 96,228
    BROADCOM INC 100,795 145,257
    CHEVRON CORP 84,298 109,743
    CISCO SYSTEMS INC 50,614 86,559
    COMCAST CORP 41,496 41,516
    CORNING INC 54,754 43,389
    CROWN CASTLE INTL 49,572 99,513
    EATON CORP PLC 45,227 52,664
    ELI LILLY & CO 36,042 103,429
    EVERSOURCE ENERGYINC 30,027 31,676
    FIDELITY NATIONAL INFORMATION 61,997 58,119
    FIRST TRUST DEVELOPED MARKETS 128,251 124,418
    FIRST TRUST DOW JONES INTERNET 225,387 201,088
    FIRST TRUST FINANCIAL ALPHADEX 53,297 53,112
    FIRST TRUST INTERNATIONAL EQUI 121,053 87,766
    FIRST TRUST LOW DURATION OPPOR 216,420 204,212
    FIRST TRUST NORTH AMERICAN ENE 141,079 165,508
    FIRST TRUST TCW OPP FIXED INC 93,410 85,970
    FT-PREFERRED SECUR & INC ETF 188,406 171,266
    HOME DEPOT INC 39,218 93,800
    ILLINOIS TOOL WORKS 36,582 51,030
    ISHARES 20+ YR TREAS BD 368,143 274,195
    ISHARES INC ISHARES MSCI EM ES 47,556 37,997
    ISHARES MSCI KLD 400 SOCIAL IN 252,606 365,613
    ISHARES TRUST ISHARES MSCI EAF 60,935 51,275
    JP MORGAN CHASE 41,685 59,458
    KEURIG DR PEPPER INC 73,814 69,683
    LOCKHEED MARTIN CORP 33,761 81,692
    MARSH AND MCLENNAN COMPANIES I 50,976 97,963
    MCDONALD'S CORP 60,622 92,580
    MEDTRONIC PLC 96,277 87,417
    MERCK & CO INC 123,895 150,339
    MICROSOFT CORP 25,922 111,207
    MONDELEZ INTERNATIONAL INC 119,668 132,376
    NEXTERA ENERGY, INC 43,140 125,485
    NUSHARES ETF TR/ESG LARGE-CAP 119,802 102,425
    NUVEEN ESG LARGE-CAP VALUE ETF 101,328 102,844
    NUVEEN ESG SMALL-CAP ETF 70,152 72,674
    PAYCHEX 24,836 59,099
    PEPSICO INC 92,277 138,161
    PHILLIPS 66 37,863 29,926
    PIMCO 25+ YR ZERO CPN U.S. TRS 26,873 18,203
    PNC FINANCIAL GROUP INC 117,504 116,908
    PROCTER GAMBLE CO 129,545 137,751
    PROLOGIS 56,334 72,943
    QUALCOMM INC 78,975 81,498
    REALTY INCOME CORP 95,290 98,772
    SEMPRA ENERGY COM 70,140 90,012
    STARBUCKS CORP COM 72,055 87,237
    TEXAS INSTRUMENTS INC 49,653 100,180
    TRUIST FINANCIAL CORPORATION 99,786 118,954
    UNITED PARCEL SERVICE 111,351 100,762
    US BANCORP 57,761 49,886
    VANGUARD LT GOV BOND ETF 261,928 197,711
    WEC ENERGY GROUP, INC 30,305 57,063

    TY 2021 LegalFeesSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    General Consultations 1,323     1,323


    TY 2021 OtherExpensesSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 27,058     27,058
    CREDIT CARD PROCESSING FEES 52     52
    Office Supplies 586     586
    Postage/Delivery Service 106     106
    State or Local Filing Fees 200     200
    Website Hosting/Support 50     50
    BANK CHARGES 150 150    


    TY 2021 OtherIncomeSchedule2
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    Federal Tax Refund 14,407    


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 57,742 57,742    


    TY 2021 TaxesSchedule
    Name:
    Deupree Family Foundation
    EIN:
    31-1746946
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2022 7,900      
    990-PF Extension for 2021 4,600