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 02-03-2021 , and ending 12-31-2021
Name of foundation
THE ROBERT & LYNDA ALTMAN FAMILY
FOUNDATION
Number and street (or P.O. box number if mail is not delivered to street address)6225 SMITH AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BALTIMORE, MD21209
A Employer identification number

87-3339629
B Telephone number (see instructions)

(443) 756-9469
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$226,805,685J 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) 224,793,016
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 801,322 233,192  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 316,164
b Gross sales price for all assets on line 6a 628,100
7 Capital gain net income (from Part IV, line 2)... 316,164
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)....... Click to see attachment 427 0  
12 Total. Add lines 1 through 11........ 225,910,929 549,356  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 111,561 111,561   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 8,045 8,045   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,382 1,382   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 120,988 120,988   0
25 Contributions, gifts, grants paid....... 0 0
26 Total expenses and disbursements. Add lines 24 and 25 120,988 120,988   0
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 225,789,941
b Net investment income (if negative, enter -0-) 428,368
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.............   54,532,110 54,532,110
2 Savings and temporary cash investments.........      
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) 0 Click to see attachment159,691,311 159,556,798
b Investments—corporate stock (attach schedule)....... 0 Click to see attachment11,565,683 12,716,777
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) 0 225,789,104 226,805,685
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........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 225,789,104
29 Total net assets or fund balances (see instructions)..... 0 225,789,104
30 Total liabilities and net assets/fund balances (see instructions). 0 225,789,104
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
0
2
Enter amount from Part I, line 27a .....................
2
225,789,941
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
225,789,941
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
837
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
225,789,104
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 LONG TERM CAPITAL GAIN DISTRIBUTION   2020-01-01 2021-12-31
b SHORT TERM CAPITAL GAIN/(LOSS)   2021-01-01 2021-12-31
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 343,368     343,368
b 284,732   311,936 -27,204
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       343,368
b       -27,204
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 2 316,164
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 5,954
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 5,954
6 Credits/Payments:
a 2021 estimated tax payments and 2020 overpayment credited to 2021 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 40,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 40,000
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 130
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 33,916
11 Enter the amount of line 10 to be: Credited to 2022 estimated taxBullet33,916 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$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
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
     
    No
    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)
    bullet
    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 .Click to see attachment
    8b
     
    No
    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 addressbulletN/A
    14
    The books are in care ofbulletCO DLA PIPER LLP Telephone no.bullet (443) 756-9469

    Located atbullet6225 SMITH AVENUEBALTIMOREMD ZIP+4bullet21209
    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
    JAMES ALTMAN TRUSTEE
    0.25     		0 0 0
    6225 SMITH AVENUE
    BALTIMORE,MD21209
    JESSICA ALTMAN TRUSTEE
    0.25     		0 0 0
    6225 SMITH AVENUE
    BALTIMORE,MD21209
    LYNDA CARTER ALTMAN TRUSTEE
    0.25     		0 0 0
    6225 SMITH AVENUE
    BALTIMORE,MD21209
    JOHN EMERSON DISINTERESTED TRUSTEE
    0.25     		0 0 0
    6225 SMITH AVENUE
    BALTIMORE,MD21209
    MARIANNE SCHMITT HELLAUER DISINTERESTED TRUSTEE
    0.25     		0 0 0
    6225 SMITH AVENUE
    BALTIMORE,MD21209
    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
    PERSHING ADVISOR SOLUTIONS LLC INVESTMENT MANAGEMENT 111,561
    ONE PERSHING PLAZA
    JERSEY CITY,NJ07399
    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.........................bullet0
    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
    171,636,644
    b
    Average of monthly cash balances.......................
    1b
    53,535,521
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    225,172,165
    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
    225,172,165
    4
    Cash deemed held for charitable activities. Enter 1.5% (0.015) of line 3 (for greater amount, see
    instructions) .............................
    4
    3,377,582
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. .......
    5
    221,794,583
    6
    Minimum investment return. Enter 5% (0.05) of line 5................
    6
    10,086,996
    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
    10,086,996
    2a
    Tax on investment income for 2021 from Part V, line 5.......
    2a
    5,954
    b
    Income tax for 2021. (This does not include the tax from Part V.) ...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    5,954
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    10,081,042
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    10,081,042
    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
    10,081,042
    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 10,081,042
    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......  
    b From 2017......  
    c From 2018......  
    d From 2019......  
    e From 2020......  
    f Total of lines 3a through e ........ 0
    4Qualifying distributions for 2021 from Part
    XI, line 4: bullet$ 65,000,000
    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..... 10,081,042
    e Remaining amount distributed out of corpus 54,918,958
    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 54,918,958
    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 ......     		54,918,958
    10 Analysis of line 9:
    a Excess from 2017....  
    b Excess from 2018....  
    c Excess from 2019....  
    d Excess from 2020....  
    e Excess from 2021.... 54,918,958
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 10
    Part XIII
    Private Operating Foundations (see instructions and Part VI-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2021, enter the date of the ruling ....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2021 (b) 2020 (c) 2019 (d) 2018
             
    b 85% (0.85) of line 2a .........          
    c Qualifying distributions from Part XI,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part IX, line 6 for each year listed ..     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XIV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2021)
    Form 990-PF (2021)
    Page 11
    Part XIV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    Total .................................bullet 3a 0
    bApproved for future payment
    Total .................................bullet 3b 0
    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 ............     		    18 316,164  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aNON-DIVIDEND DISTRIBUTIONS     		    14 427  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e) .. 0 1,117,913 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,117,913
    (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
    THE ROBERT & LYNDA ALTMAN FAMILY
    FOUNDATION
    Employer identification number

    87-3339629
    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
    THE ROBERT & LYNDA ALTMAN FAMILY
    FOUNDATION         		Employer identification number
    87-3339629
    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 A ALTMAN
     
    6225 SMITH AVENUE
     
    BALTIMORE, MD21209

    		$ 224,793,016


    (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
    THE ROBERT & LYNDA ALTMAN FAMILY
    FOUNDATION         		Employer identification number

    87-3339629
    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
    THE ROBERT & LYNDA ALTMAN FAMILY
    FOUNDATION         		Employer identification number

    87-3339629
    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 CashDistributionExplnStmt
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Explanation:
    AMOUNTS SET ASIDE - CASH DISTRIBUTION TESTTHE FOLLOWING INFORMATION IS PROVIDED IN ACCORDANCE WITH TREAS. REG. SECTION 53.4942(A)-3(B)(7)(II): (A) THE ROBERT & LYNDA ALTMAN FAMILY FOUNDATION (THE "FOUNDATION") IS SETTING ASIDE FUNDS TO DEVELOP AN ENDOWMENT FUND FROM WHICH GRANTS WILL BE MADE TO PUBLICLY SUPPORTED CHARITIES IN FURTHERANCE OF THEIR LONG-TERM SUPERVISED CHARITABLE PROJECTS. (B) THE AMOUNTS SET ASIDE FOR THE PROJECTS DESCRIBED ABOVE WILL ACTUALLY BE PAID WITHIN A PERIOD OF TIME THAT ENDS NOT MORE THAN 60 MONTHS AFTER THE DATE OF THE SET-ASIDE. (C) THE PROJECTS DESCRIBED ABOVE WILL NOT BE COMPLETED BEFORE THE END OF THE TAXABLE YEAR OF THE FOUNDATION IN WHICH THE SET ASIDE IS MADE. (D) THE DISTRIBUTABLE AMOUNT DETERMINED UNDER IRC SECTION 4942(D) FOR PAST TAXABLE YEARS IN THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:YEAR OF CREATION: 2021START-UP PERIOD DISTRIBUTABLE AMOUNT START-UP PERIOD MINIMUM DISTRIBUTION2022 N/A 20% 2023 N/A 40% 2024 N/A 60%2025 N/A 80% (E) AGGREGATE DISTRIBUTIONS FOR CHARITABLE PURPOSES DURING THE FOUNDATION'S START-UP AND FULL PAYMENT PERIODS:START-UP PERIOD CASH DISTRIBUTIONSYEAR OF CREATION: 2021 $02022 N/A2023 N/A2024 N/A2025 N/ATOTAL $0

    TY 2021 ExplnOfNonFilingWithAGStmt
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Statement:
    THE FOUNDATION IS NOT REQUIRED TO BE REGISTERED WITH ANY STATE.

    TY 2021 InvestmentsCorpStockSchedule
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,931 SHS ABB LTD ZUERICH NAMEN AKT SHS ISIN#CH0012221716 61,115 73,976
    548 SHS ABBOTT LABS COM 66,581 77,126
    569 SHS ACTIVISION BLIZZARD INC COM 52,311 37,856
    113 SHS ADIDAS AG ORD SHS ISIN#DE000A1EWWW0 37,734 32,534
    14 SHS ADOBE SYS INC COM 6,689 7,939
    972 SHS AES CORP COM 25,515 23,620
    8,000 SHS AIA GROUP LTD HONG KONG SHS ISIN#HK0000069689 100,989 81,136
    49 SHS AIR PRODS & CHEMS INC COM 13,726 14,909
    491 SHS AIRBUS SE BEARER SHS ISIN#NL0000235190 58,111 62,732
    24 SHS ALPHABET INC CAP STK CL C 48,959 69,446
    24 SHS ALPHABET INC CL A 48,682 69,529
    12 SHS AMAZON COM INC COM 37,402 40,012
    2035 SHS AMERICA MOVIL SAB DE C V SPONSORED ADR REPSTG SER L SHS ISIN#US0236 28,341 42,959
    56,257.319 SHS AMERICAN MUTUAL FUND CLASS F3 2,660,270 2,988,389
    335 SHS AMETEK INC NEW COM 40,618 49,258
    52 SHS ANALOG DEVICES INC COM 8,753 9,140
    620 SHS ANHEUSER BUSCH INBEV SA NV SHS ISIN# BE0974293251 39,546 37,485
    187 SHS AON PLC REGISTERED SHS CL A ISIN#IE00BLP1HW54 41,932 56,205
    703 SHS APPLE INC COM 86,169 124,832
    3,300 SHS ASAHI KASEI CORP SHS ISIN#JP3111200006 41,339 30,982
    244 SHS ASML HOLDING N V SHS ISIN#NL0010273215 138,569 196,076
    799 SHS ASTRAZENECA PLC SHS ISIN#GB0009895292 81,258 92,564
    5,603 SHS B&M EUROPEAN VALUE RETAIL SA REG SHS ISIN#LU1072616219 42,343 48,105
    2,239 SHS BANCO BILBAO VIZCAYA ARGENTARIA SA SHARES ISIN#ES0113211835 11,894 13,366
    76 SHS BEIGENE LTD SPONSORED ADR ISIN#US07725L1026 26,918 20,591
    181 SHS BNP PARIBAS ORD SHS ISIN#FR0000131104 11,262 12,507
    951 SHS BRITISH AMERICAN TOBACCO PLC ORD SHS ISIN#GB0002875804 37,400 35,203
    241 SHS BROADCOM INC COM 114,811 160,364
    385 SHS CARLSBERGRNATIONAL ISIN#DK0010181759 61,261 66,496
    381 SHS CARRIER GLOBAL CORP COM 16,389 20,665
    42 SHS CHARTER COMMUNICATIONS INC NEW CL A 26,947 27,383
    520 SHS CHEVRON CORP NEW COM 54,308 61,022
    493 SHS CIE FINANCIERE RICHEMONT AG ZUG NAMEN AKT ISIN#CH0210483332 49,509 74,112
    1,570 SHS CITIZENS FINL GROUP INC COM 68,022 74,183
    143 SHS CME GROUP INC COM 32,381 32,670
    1,134 SHS COMCAST CORP NEW CL A 63,769 57,074
    242 SHS CONOCOPHILLIPS COM 11,937 17,468
    107 SHS COSTCO WHOLESALE CORP NEW COM 35,684 60,744
    180 SHS CROWN CASTLE INTL CORP NEW COM 30,356 37,573
    675 SHS CSX CORP COM 21,037 25,380
    175 SHS DANAHER CORP COM 39,049 57,577
    1,214 SHS DBS GROUP HLDGS LTD DBSH ISIN#SG1L01001701 25,549 29,418
    496 SHS DIAGEO PLC ORD SHS ISIN#GB0002374006 20,805 27,109
    402 SHS DISCOVER FINL SVCS COM 37,833 46,455
    121 SHS DKSH HOLDING AG ZUERICH NAMEN AKT ISIN#CH0126673539 9,440 10,001
    1426 SHS DNB BANK ASA REGISTERED SHS ISIN#NO0010161896 30,058 32,674
    75 SHS DOLLAR GEN CORP NEW COM 16,393 17,687
    74 SHS DSV A S SHS ISIN#DK0060079531 14,032 17,285
    406 SHS DUN & BRADSTREET HLDGS INC COM 7,743 8,319
    123 SHS EDWARDS LIFESCIENCES CORP COM 11,110 15,935
    129 SHS ELECTRONIC ARTS INC COM 17,037 17,015
    40 SHS ELEVANCE HEALTH INC COM 13,972 18,542
    6,470 SHS ENEL SOCIETA PER AZIONI AZ ISIN#IT0003128367 63,912 51,838
    2,828 SHS ENGIE ACT COM STK ISIN#FR0010208488 40,736 41,849
    234 SHS EOG RES INC COM 15,958 20,786
    33 SHS EQUINIX INC COM PAR $0 001 22,038 27,913
    329 SHS ESSILORLUXOTTICA SA ACT ISIN#FR0000121667 51,000 70,048
    65 SHS EURONET WORLDWIDE INC COM 9,471 7,746
    534 SHS EVERTEC INC COM 24,072 26,689
    242 SHS EXELON CORP COM 11,048 13,978
    410 SHS FIDELITY NATL INFORMATION SVCS INC COM 58,201 44,752
    164 SHS FIRST REP BK SAN FRANCISCO CALIF NEW COM 27,263 33,868
    97 SHS FLUTTER ENTERTAINMENT PLC REGISTERED SHS ISIN#IE00BWT6H894 19,014 15,448
    200 SHS FUJITSU LTD ORD SHS ISIN#JP3818000006 35,681 34,271
    83 SHS GENERAL MLS INC COM 5,091 5,593
    74 SHS GENMAB A/S SHS ISIN#DK0010272202 24,861 29,760
    408 SHS GILEAD SCIENCES INC COM 26,615 29,625
    3 SHS GIVAUDAN AG DUEBENDORF ACT NOM SHS ISIN#CH0010645932 11,559 15,780
    650 SHS GODADDY INC CL A 48,919 55,159
    1,218 SHS GRIFOLS SA SHS A ISIN#ES0171996087 31,476 23,372
    750 SHS GROUP DANONE SHS ISIN#FR0000120644 53,104 46,556
    500 SHS HAMAMATSU PHOTONICS KK SHS ISIN#JP3771800004 30,672 31,874
    217 SHS HDFC BK LTD ADR REPSTG 3 SHS 16,838 14,120
    73 SHS HEICO CORP NEW CL A 8,464 9,382
    67 SHS HEICO CORP NEW COM 8,376 9,663
    129 SHS HENRY JACK & ASSOC INC COM 19,344 21,542
    19 SHS HERMES INTL S A SHS ISIN#FR0000052292 21,365 33,185
    451 SHS HILTON WORLDWIDE HLDGS INC COM NEW 55,815 70,351
    225 SHS HONEYWELL INTL INC COM 47,461 46,915
    1,415 SHS IBERDROLA SA BILBAO SHS ISIN#ES0144580Y14 18,152 16,750
    1,627 SHS INDUSTRIA DE DISENO TEXTIL INDITES SA SHS NEW ISIN#ES0148396007 53,497 52,782
    358 SHS INTEL CORP COM 23,476 18,437
    400 SHS INTERCONTINENTAL EXCHANGE INC COM 47,167 54,708
    12,868 SHS INTESA SANPAOLO SPA SHS ISIN#IT0000072618 35,296 33,274
    254 SHS ITT INC COM 25,519 25,956
    200 SHS JARDINE MATHESON HOLDINGS LTD SHS ISIN#BMG507361001 12,943 10,750
    115 SHS JOHNSON & JOHNSON COM 18,386 19,673
    488 SHS JPMORGAN CHASE & CO COM 74,247 77,275
    85 SHS KERING SA SHS ISIN#FR0000121485 58,958 68,324
    100 SHS KEYENCE CORPED SHS ISIN#JP3236200006 46,773 62,775
    178 SHS KLA CORP COM 53,948 76,560
    8,302 SHS KONINKLIJKE KPN NV SHS ISIN#NL0000009082 28,654 25,772
    244 SHS KONINKLIJKE PHILIPS N V ISIN#US5004723038 14,010 8,991
    280 SHS KULICKE & SOFFA INDS INC COM 14,741 16,951
    159 SHS L'AIR LIQUIDE CO LTD SHS ISIN#FR0000120073 26,606 27,720
    126 SHS LEAR CORP COM NEW 21,922 23,052
    55 SHS LIGHTSPEED COMM INC SUB VTG SHS ISIN#CA53229C1077 5,039 2,224
    194 SHS LILLY ELI & CO COM 35,984 53,587
    2,549 SHS LINK REAL ESTATE INVESTMENT TRUST UNITS ISIN#HK0823032773 23,054 22,446
    485 SHS LONDON STOCK EXCH GROUP PLC LONDON ISIN#GB00B0SWJX34 48,967 45,515
    114 SHS LOREAL SHS ISIN# FR0000120321 43,804 54,049
    60 SHS LOWES COS INC COM 12,082 15,509
    21 SHS LVMH (MOET HENNESSY LOUIS VUITTON) ORD ISIN#FR0000121014 14,257 17,360
    159 SHS MARSH & MCLENNAN COS INC COM 25,268 27,637
    14 SHS MERCADOLIBRE INC COM 16,633 18,878
    229 SHS MERCK & CO INC NEW COM 16,720 17,551
    131 SHS META PLATFORMS INC CL A 40,518 44,062
    392 SHS MICROSOFT CORP COM 92,512 131,837
    85 SHS MKS INSTRS INC COM 12,778 14,804
    147 SHS MOODYS CORP COM 42,765 57,415
    46 SHS MSCI INC COM 19,173 28,184
    442 SHS NESTLE SA CHAM ET VEVEY SHS COM NEW ISIN#CH0038863350 49,210 61,831
    39 SHS NETFLIX INC COM 21,787 23,495
    6,780.974 SHS NEW WORLD FUND CLASS F3 602,021 583,299
    20 SHS NICE SYSTEMS LTD SPONS ADR 5,855 6,072
    94 SHS NIKE INC CL B 12,951 15,667
    2,112 SHS NOKIA OYJ SHS ISIN#FI0009000681 12,301 13,386
    130 SHS NORFOLK SOUTHN CORP COM 34,022 38,702
    119 SHS NORTHROP GRUMMAN CORP COM 37,089 46,061
    1,078 SHS NOVO NORDISK AS VORMALS NOVO INDUSTRI AS ALMINDELIG AKTIE ISIN#DK0 76,542 121,158
    100 SHS OBIC CO LTD TOKYO SHS ISIN#JP3173400007 18,238 18,760
    48 SHS ORSTED A S SHS ISIN#DK0060094928 7,377 6,130
    649 SHS PHILIP MORRIS INTL INC COM 57,914 61,655
    772 SHS RECKITT BENCKISER GROUP PLC SLOUGH SHS ISIN#GB00B24CGK77 69,256 66,302
    310 SHS RELX PLC SHS ISIN#GB00B2B0DG97 7,669 10,084
    579 SHS ROYAL CARIBBEAN GROUP ISIN#LR0008862868 51,946 44,525
    822 SHS ROYAL PHILIPS NV SHS ISIN#NL0000009538 46,790 30,625
    347 SHS RYANAIR HLDGS PLC SPONSORED ADR NEW 38,577 35,509
    37 SHS S&P GLOBAL INC COM 13,988 17,461
    561 SHS SAFRAN SA PARIS SHS ISIN#FR0000073272 85,738 68,678
    29 SHS SAMSUNG ELECTRS LTD NON-VTG PFD GDR SHS 144A ISIN#US7960502018 47,506 43,674
    426 SHS SAP AG SYSTEME ANWENDUNGEN PRODUKTE IN DER DATENVERARBEI TUNG ORD IS 52,733 60,502
    26 SHS SARTORIUS AG VORZ AKT OHNE STIMMRECHT ISIN#DE0007165631 13,783 17,597
    375 SHS SEAGEN INC COM 55,570 57,975
    70 SHS SEMPRA COM 8,935 9,260
    20 SHS SERVICENOW INC COM 9,660 12,982
    300 SHS SHIN ETSU CHEMICAL CO SHS ISIN#JP3371200001 50,996 51,902
    100 SHS SHIONOGI & CO LTD SHS ISIN#JP3347200002 6,178 7,057
    200 SHS SHISEIDO CO LTD ORD SHS ISIN#JP3351600006 14,314 11,141
    100 SHS SMC CORP SHS ISIN#JP3162600005 58,876 67,387
    234 SHS STATE STR CORP COM 19,188 21,762
    119 SHS STMICROELECTRONICS NV SHS ISIN#NL0000226223 4,990 5,921
    3 SHS STRAUMANN HOLDING AG WALDENBURG NAMEN AKT F/S EFF 04/20/22 1 OLD/ 10 C 6,028 6,379
    1,353 SHS TAIWAN SEMICONDUCTOR MFG CO SPONSORED ADR ISIN#US8740391003 158,336 162,779
    701 SHS TC ENERGY CORPORATION REGISTERED SHS ISIN#CA87807B1076 31,902 32,652
    700 SHS TENCENT HLDGS LTD SHS PAR HKD 0.00002 ISIN#KYG875721634 58,173 41,015
    57 SHS TEXAS INSTRS INC COM 10,540 10,743
    105 SHS TFI INTERNATIONAL INC REGISTERED SHS ISIN#CA87241L1094 11,830 11,794
    39,959.725 SHS THE GROWTH FUND OF AMERICA CLASS F3 2,762,215 2,969,008
    680 SHS TOTALENERGIES SE SHS ISIN#FR0000120271 32,619 34,509
    32 SHS TRANSDIGM GROUP INC COM 19,126 20,361
    233 SHS TRIMBLE INC COM 17,380 20,315
    176 SHS TRUIST FINL CORP COM 9,806 10,305
    2,309 SHS UBS GROUP AG SHS ISIN#CH0244767585 36,471 41,262
    245 SHS UNILEVER PLC SHS ISIN#GB00B10RZP78 13,678 13,090
    231 SHS UNITEDHEALTH GROUP INC COM 84,623 115,994
    208 SHS V F CORP COM 16,469 15,230
    2,113 SHS VALE S A ADR ISIN#US91912E1055 35,423 29,624
    91 SHS VERISIGN INC COM 19,447 23,098
    37 SHS VERTEX PHARMACEUTICALS INC COM 8,084 8,125
    436 SHS VISA INC COM CL A 91,598 94,486
    88 SHS WESTERN ALLIANCE BANCORPORATION COM 8,416 9,473
    104 SHS WOLFSPEED INC COM 10,585 11,624
    134 SHS YUM BRANDS INC COM 15,655 18,607
    120 SHS ZIMMER BIOMET HLDGS INC COM 19,218 15,245

    TY 2021 InvestmentsGovtObligationsSch
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    US Government Securities - End of Year Book Value:

    159,691,311
    US Government Securities - End of Year Fair Market Value:

    159,556,798
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2021 OtherDecreasesSchedule
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Description Amount
    WASH SALE ADJUSTMENT ON SALE OF INVESTMENTS 837


    TY 2021 OtherExpensesSchedule
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN CURRENCY LOSS 1,382 1,382   0


    TY 2021 OtherIncomeSchedule2
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    NON-DIVIDEND DISTRIBUTIONS 427   427


    TY 2021 OtherProfessionalFeesSchedule
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 111,561 111,561   0


    TY 2021 SubstantialContributorsSch
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Name Address
    ESTATE OF ROBERT A ALTMAN
          		C/O ANCHIN 1375 BROADWAY
    NEW YORK,NY10018


    TY 2021 TaxesSchedule
    Name:
    THE ROBERT & LYNDA ALTMAN FAMILY
     
    FOUNDATION
    EIN:
    87-3339629
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 8,045 8,045   0