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 05-19-2021 , and ending 12-31-2021
Name of foundation
ROBERT EVANS FDN FOR THE ARTS
 
Number and street (or P.O. box number if mail is not delivered to street address)POBOX 1532 AFT
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
PENNINGTON, NJ08534
A Employer identification number

86-1371268
B Telephone number (see instructions)

(888) 866-3275
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$1,724,179J 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) 1,769,000
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 5,085 4,658  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 13,192
b Gross sales price for all assets on line 6a 138,078
7 Capital gain net income (from Part IV, line 2)... 13,192
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,787,277 17,850  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 60,000     60,000
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... Click to see attachment 4,360 0 0 4,360
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 4,104 2,462   1,642
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 203 3   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 35 35    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 68,702 2,500 0 66,002
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 68,702 2,500 0 66,002
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,718,575
b Net investment income (if negative, enter -0-) 15,350
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2021)
Form 990-PF (2021)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............   2,607 2,607
2 Savings and temporary cash investments.........   123,652 123,652
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).......   Click to see attachment623,105 649,010
c Investments—corporate bonds (attach schedule).......   Click to see attachment486,348 483,869
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........   Click to see attachment479,895 465,041
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I)   1,715,607 1,724,179
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........   1,715,607
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).....   1,715,607
30 Total liabilities and net assets/fund balances (see instructions). 0 1,715,607
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
 
2
Enter amount from Part I, line 27a .....................
2
1,718,575
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3
4
Add lines 1, 2, and 3 ..........................
4
1,718,578
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,971
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
1,715,607
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 10. AMERICAN INTERNATIONAL GROUP INC   2021-10-19 2021-12-21
b 4. APPLE INC   2021-10-19 2021-12-21
c 1000. BANK OF MONTREAL   2021-10-20 2021-12-21
d 1000. BANK OF NOVA SCOTIA   2021-10-20 2021-12-22
e 1. BROADCOM INC   2021-10-19 2021-12-21
670.54 CARMAX AUTO OWN ABS 2020   2021-11-15 2021-11-15
680.89 CARMAX AUTO OWN ABS 2020   2021-12-15 2021-12-15
121.1 CARMAX AUTO OWN ABS 2020   2021-12-15 2021-12-15
13. CARRIER GLOBAL CORP REG   2021-10-19 2021-12-21
8. CHARTER COMMUNICATIONS   2021-10-19 2021-11-11
72. CITIGROUP INC   2021-10-19 2021-11-11
40. CITIGROUP INC   2021-10-19 2021-12-16
1000. CITIGROUP INC   2021-10-20 2021-12-21
22. COMCAST CORP   2021-10-19 2021-12-21
29. CONOCOPHILLIPS   2021-10-19 2021-11-11
6. EOG RESOURCES INC   2021-10-19 2021-12-21
4. FACEBOOK INC   2021-10-19 2021-12-21
54000. FHLMC SB 8021 03%2034   2021-10-27 2021-11-05
14000. FHLMC SB 8021 03%2034   2021-10-27 2021-11-05
2376.26 FHLMC SB 8021 03%2034   2021-11-26 2021-11-26
730.8 FHLMC SB 8021 03%2034   2021-12-27 2021-12-27
20000. FHLMC SB 8128 02%2036   2021-10-27 2021-11-05
188.91 FHLMC SB 8128 02%2036   2021-11-26 2021-11-26
95.2 FHLMC SB 8128 02%2036   2021-12-27 2021-12-27
17.15 FNMA PFM6796 03%2035   2021-12-27 2021-12-27
1000. FNMA PFM8503 02 50%2036   2021-12-13 2021-12-21
5000. FNMA PMA4384 02 50%2036   2021-10-27 2021-11-05
1163.64 FNMA PMA4384 02 50%2036   2021-11-26 2021-11-26
1332.61 FNMA PMA4384 02 50%2036   2021-12-27 2021-12-27
3. GENERAL DYNAMICS CORP   2021-10-19 2021-12-21
5. J P MORGAN CHASE & CO COM   2021-10-19 2021-12-21
1000. JPMORGAN CHASE & CO   2021-10-20 2021-12-21
9. MICROSOFT CORPORATION   2021-10-19 2021-12-21
2. NETFLIX COM INC   2021-10-19 2021-12-21
1000. NEXTERA ENERGY CAPITAL   2021-11-24 2021-12-22
10000. NEXTERA ENERGY CAPITAL   2021-10-20 2021-12-22
8. NIKE INC CL B   2021-10-19 2021-11-11
3. PNC FINANCIAL SERVICES GROUP INC/THE   2021-10-19 2021-12-21
7. PHILIP MORRIS INTERNATIONAL INC   2021-10-19 2021-12-21
10. RAYTHEON TECHNOLOGIES   2021-10-19 2021-12-21
1000. REGIONS FINANCIAL CORP   2021-10-20 2021-12-21
24. RIO TINTO PLC SPONSORED ADR   2021-10-19 2021-11-11
1000. THERMO FISHER SCIENTIFIC   2021-11-15 2021-12-21
1000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
1000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
1000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
2000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
1000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
1000. U.S. TREASURY NOTE   2021-10-20 2021-12-21
84. VANGUARD REAL ESTATE ETF   2021-10-19 2021-12-21
1000. WELLS FARGO & COMPANY   2021-11-15 2021-12-21
2. LINDE PLC REG SHS   2021-10-19 2021-12-21
7. ROYAL CARIBBEAN CRUISES LTD   2021-10-19 2021-12-21
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 546   584 -38
b 679   591 88
c 1,013   1,016 -3
d 988   993 -5
e 636   505 131
671   671  
681   681  
121   121  
667   697 -30
5,593   5,728 -135
4,971   5,152 -181
2,453   2,862 -409
993   1,001 -8
1,075   1,182 -107
2,119   2,162 -43
513   532 -19
1,306   1,360 -54
19,734   18,788 946
5,116   4,871 245
2,376   2,376  
731   731  
20,461   20,310 151
189   189  
95   95  
17   17  
883   888 -5
4,942   4,899 43
1,164   1,164  
1,333   1,333  
607   620 -13
780   833 -53
987   994 -7
2,889   2,781 108
1,190   1,269 -79
1,043   1,039 4
10,427   10,427  
1,340   1,270 70
589   609 -20
654   677 -23
833   907 -74
1,020   1,031 -11
1,501   1,689 -188
995   1,001 -6
1,025   1,029 -4
1,031   1,035 -4
1,003   1,011 -8
1,994   2,000 -6
969   974 -5
981   986 -5
9,422   8,974 448
1,016   1,021 -5
660   615 45
534   595 -61
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
      12,522
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       -38
b       88
c       -3
d       -5
e       131
       
       
       
      -30
      -135
      -181
      -409
      -8
      -107
      -43
      -19
      -54
      946
      245
       
       
      151
       
       
       
      -5
      43
       
       
      -13
      -53
      -7
      108
      -79
      4
       
      70
      -20
      -23
      -74
      -11
      -188
      -6
      -4
      -4
      -8
      -6
      -5
      -5
      448
      -5
      45
      -61
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 13,192
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........................... 3 213
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- ..... 5 213
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 300
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 500
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 10 287
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet287 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)
    bulletAZ
    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. Click to see attachment...............................
    10
    Yes
     
    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 ofbulletBANK OF AMERICA NA Telephone no.bullet (888) 866-3275

    Located atbulletPO BOX 1532 AFTPENNINGTONNJ ZIP+4bullet08534
    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
    JOSHUA EVANS PRES/SEC BOARD MEMBER
    0     		60,000    
    5977 N SABINO SHADOW LN
    TUSCON,AZ85750
    ALI MCGRAW BOARD MEMBER
    0     		0    
    1990 S BUNDY DR STE 850
    LOS ANGELES,CA90025
    KIMBERLY EVANS TREAS BOARD MEMEMBER
    0     		0    
    5977 N SABINO SHADOW LN
    TUSCON,AZ85750
    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
    605,285
    b
    Average of monthly cash balances.......................
    1b
    1,154,645
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,759,930
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    1,759,930
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    26,399
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    1,733,531
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    53,906
    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
    53,906
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    213
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    213
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    53,693
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    53,693
    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
    53,693
    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 53,693
    2 Undistributed income, if any, as of the end of 2021:
    a Enter amount for 2020 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2021:
    a From 2016...... 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$ 66,002
    a Applied to 2020, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2021 distributable amount..... 53,693
    e Remaining amount distributed out of corpus 12,309
    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 12,309
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2021. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2022 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2016 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9 Excess distributions carryover to 2022.
    Subtract lines 7 and 8 from line 6a ......     		12,309
    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.... 12,309
    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).)
    ESTATE OF ROBERT EVANS
    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
    Total .................................bullet 3a  
    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 13,192  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) ..   18,277  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    18,277
    (See worksheet in line 13 instructions to verify calculations.)
    Part XV-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XV-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 13
    Part XVI
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

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


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2021
    Name of the organization
    ROBERT EVANS FDN FOR THE ARTS
     
    Employer identification number

    86-1371268
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990) (2021)
    Schedule B (Form 990) (2021) Page 2
    Name of organization
    ROBERT EVANS FDN FOR THE ARTS
          		Employer identification number
    86-1371268
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF ROBERT EVANS
    BEVERLY HILLS
     
    LOS ANGELES, CA90210

    		$ 1,769,000


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

    		$  


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

    		$  


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

    		$  


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

    		$  


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

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 3
    Name of organization
    ROBERT EVANS FDN FOR THE ARTS
          		Employer identification number

    86-1371268
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990) (2021)
    Schedule B (Form 990) (2021)
    Page 4
    Name of organization
    ROBERT EVANS FDN FOR THE ARTS
          		Employer identification number

    86-1371268
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990) (2021)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2021 InvestmentsCorpBondsSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Name of Bond End of Year Book Value End of Year Fair Market Value
    10373QAT7 BP CAP MARKETS AMERI 6,423 6,347
    91282CAM3 U.S. TREASURY NOTE 18,492 18,406
    126650CU2 CVS HEALTH CORP 8,428 8,359
    95000U2K8 WELLS FARGO & COMPAN 6,126 6,092
    912828ZC7 U.S. TREASURY NOTE 25,266 25,096
    78016EZQ3 ROYAL BANK OF CANADA 6,911 6,880
    883556CS9 THERMO FISHER SCIENT 6,006 5,994
    91282CDB4 U.S. TREASURY NOTE 20,907 20,834
    06367TG38 BANK OF MONTREAL 15,227 15,192
    14040HBT1 CAPITAL ONE FINANCIA 8,478 8,422
    14315VAD4 CARMAX AUTO OWN ABS 8,544 8,519
    37045VAV2 GENERAL MOTORS CO 6,932 6,895
    61744YAN8 MORGAN STANLEY 10,278 10,254
    3132D54E9 FHLMC SB 8021 03% 19,070 18,953
    0641594A1 BANK OF NOVA SCOTIA 5,958 5,932
    91282CBC4 U.S. TREASURY NOTE 25,319 25,213
    172967MT5 CITIGROUP INC 5,997 5,962
    3132D6A59 FHLMC SB 8128 02% 10,120 10,089
    3140XARS3 FNMA PFM6796 03% 790 786
    00206RCN0 AT&T INC 10,679 10,568
    26875PAK7 EOG RESOURCES INC 15,309 15,255
    097023CC7 BOEING COMPANY THE 10,343 10,277
    29278NAP8 ENERGY TRANSFER OPER 10,442 10,322
    316773CX6 FIFTH THIRD BANCORP 6,339 6,287
    46647PCH7 JPMORGAN CHASE & CO 7,947 7,908
    14315XAC2 CARMAX AUTO OWN ABS 1,861 1,857
    91282CBT7 U.S. TREASURY NOTE 30,569 30,427
    89114TZG0 TORONTO-DOMINION BAN 6,883 6,881
    9128284D9 U.S. TREASURY NOTE 10,279 10,247
    9128286G0 U.S. TREASURY NOTE 15,600 15,511
    912828ZH6 U.S. TREASURY NOTE 24,999 24,917
    61761JVL0 MORGAN STANLEY 7,501 7,456
    337738AS7 FISERV INC 6,235 6,207
    7591EPAQ3 REGIONS FINANCIAL CO 7,210 7,140
    9128284U1 U.S. TREASURY NOTE 19,656 19,576
    31418D2S0 FNMA PMA4384 02 50% 71,226 70,844
    38141GXZ2 GOLDMAN SACHS GROUP 7,998 7,964

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Name of Stock End of Year Book Value End of Year Fair Market Value
    911363109 UNITED RENTALS INC 2,810 2,658
    026874784 AMERICAN INTERNATION 8,290 8,074
    37045V100 GENERAL MOTORS CO 8,354 8,619
    65339F101 NEXTERA ENERGY INC 3,821 4,388
    369550108 GENERAL DYNAMICS COR 8,058 8,130
    718172109 PHILIP MORRIS INTERN 15,248 15,010
    35671D857 FREEPORT-MCMORAN INC 5,287 5,759
    05722G100 BAKER HUGHES A GE CO 8,595 7,844
    459506101 INTERNATIONAL FLAVOR 3,635 3,766
    11135F101 BROADCOM INC 27,780 36,598
    20825C104 CONOCOPHILLIPS 5,441 5,269
    037833100 APPLE INC 12,410 14,916
    91324P102 UNITEDHEALTH GROUP I 14,047 16,571
    437076102 HOME DEPOT INC/THE 19,934 23,241
    46625H100 J P MORGAN CHASE & C 14,002 13,301
    20030N101 COMCAST CORP 25,524 24,007
    767204100 RIO TINTO PLC SPON A 3,307 3,146
    254709108 DISCOVER FINANCIAL S 4,421 3,929
    015271109 ALEXANDRIA REAL ESTA 3,244 3,567
    02079K305 ALPHABET INC SHS 22,953 23,176
    370334104 GENERAL MILLS INC 2,606 2,560
    69331C108 PG&E CORP 7,092 7,600
    032095101 AMPHENOL CORP 7,395 8,309
    001317205 AIA GROUP LTD 3,228 2,823
    502431109 L3HARRIS TECHNOLOGIE 5,746 5,118
    281020107 EDISON INTERNATIONAL 4,721 5,324
    64110L106 NETFLIX COM INC 23,481 22,290
    693475105 PNC FINANCIAL SERVIC 10,354 10,227
    N07059210 ASML HLDG NV NY REG 6,338 6,369
    452308109 ILLINOIS TOOL WORKS 5,790 6,417
    260557103 DOW INC 3,344 3,233
    81762P102 SERVICENOW INC 10,247 9,737
    713448108 PEPSICO INC 5,202 5,732
    91912E105 VALE SA 3,476 3,407
    26875P101 EOG RESOURCES INC 6,121 6,129
    30303M102 FACEBOOK INC 36,967 36,662
    49271V100 KEURIG DR PEPPER INC 6,664 7,114
    00724F101 ADOBE SYS INC COM 5,055 4,536
    666807102 NORTHROP GRUMMAN COR 3,149 3,097
    87241L109 TFI INTERNATIONAL IN 3,528 3,475
    78409V104 S&P GLOBAL INC 7,645 8,023
    G5494J103 LINDE PLC REG SHS 11,996 13,511
    00130H105 AES CORP/VA 4,370 4,350
    14448C104 CARRIER GLOBAL CORP 11,204 11,336
    023135106 AMAZON COM INC 27,553 26,675
    57636Q104 MASTERCARD INC 8,271 8,264
    78410G104 SBA COMMUNICATIONS C 2,654 3,112
    110448107 BRITISH AMERICAN TOB 7,693 8,006
    775781206 ROLLS-ROYCE PLC ADR 2,524 2,135
    02209S103 ALTRIA GROUP INC 3,558 3,507
    V7780T103 ROYAL CARIBBEAN CRUI 6,137 5,768
    126408103 CSX CORP 7,449 8,197
    594918104 MICROSOFT CORP COM 61,810 67,264
    H1467J104 CHUBB LTD 4,171 4,446
    418056107 HASBRO INC 4,554 4,987
    816851109 SEMPRA ENERGY 4,124 4,233
    166764100 CHEVRONTEXACO CORP 8,060 8,567
    03027X100 AMERICAN TOWER REIT 4,371 4,680
    654106103 NIKE INC CL B 2,540 2,667
    136385101 CANADIAN NATURAL RES 6,232 6,338
    05545E209 BHP GROUP PLC 3,609 3,885
    617446448 MORGAN STANLEY 3,926 3,926
    75513E101 RAYTHEON TECHNOLOGIE 11,427 10,844
    87807B107 TC ENERGY CORP 3,458 2,979
    854502101 STANLEY BLACK & DECK 4,409 4,527
    22822V101 CROWN CASTLE INTERNA 5,331 6,471
    038222105 APPLIED MATERIALS IN 4,743 5,036
    539830109 LOCKHEED MARTIN CORP 3,284 3,199
    G1151C101 ACCENTURE PLC SHS 8,337 9,949

    TY 2021 InvestmentsOtherSchedule2
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    06828M801 BARON REAL ESTATE FU AT COST 130,967 129,002
    922908553 VANGUARD REAL ESTATE AT COST 121,892 132,367
    00214Q401 ARK NEXT GENERATION AT COST 69,843 53,954
    00214Q203 ARK AUTONOMOUS TECH AT COST 69,861 65,767
    24610B859 DELAWARE SMALL CAP C AT COST 87,332 83,951

    TY 2021 LegalFeesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL & PROFESSIONAL SERVICES 4,360     4,360


    TY 2021 OtherDecreasesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Description Amount
    ACCRUED INTEREST 439
    TYE INC ADJ 147
    SEC ADJ 2,385


    TY 2021 OtherExpensesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXPENSES-DIVIDEND I 35 35   0


    TY 2021 OtherIncreasesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Description Amount
    ROUNDING 3


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMNT MNGMNT FEES (NON-DED 4,104 2,462   1,642


    TY 2021 SubstantialContributorsSch
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Name Address
    ESTATE OF ROBERT EVANS BEVERLY HILLS
    LOS ANGELES,CA90210


    TY 2021 TaxesSchedule
    Name:
    ROBERT EVANS FDN FOR THE ARTS
    EIN:
    86-1371268
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3 3   0
    EXCISE TAX ESTIMATES 200 0   0