MUCK FAMILY FOUNDATION: Form 990PF, tax year 2021

View the entire original 990 at ProPublica ↗

Organization: MUCK FAMILY FOUNDATION (EIN 36-4515100)
Tax period: 2021-01-01 to 2021-12-31
Filed: 2022-05-16
IRS object ID: 202211369349100111
Schema version: 2021v4.2
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990-PF
Investments Corp Stock Schedule
Investments Other Schedule2
Other Decreases Schedule
Other Professional Fees Schedule

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2022-05-16T06:43:40-05:00	ReturnTs
Tax Period End	2021-12-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	251408703	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	SCHNEIDER DOWNS & CO INC	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	ONE PPG PLACE SUITE 1700	AddressLine1Txt
City	PITTSBURGH	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	15222	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990PF	ReturnTypeCd
Tax Period Begin	2021-01-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	364515100	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	THE MUCK FAMILY FOUNDATION	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Business Name Control	MUCK	BusinessNameControlTxt
Phone	7244431533	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	1000 JOHN ROEBLING WAY	AddressLine1Txt
City	SAXONBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16056	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	STEPHEN M MUCK	PersonNm
Person Title	PRESIDENT	PersonTitleTxt
Phone	7244431533	PhoneNum
Signature	2022-05-12	SignatureDt
Discuss With Paid Preparer	Yes (1)	DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

Field	Value	IRS element (for citing)
Person First	STEPHEN	PersonFirstNm
Person Last	MUCK	PersonLastNm

Field	Value	IRS element (for citing)
SSN	999009999	SSN

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ELENA FAURIE	PreparerPersonNm
PTIN	P01684710	PTIN
Phone	4122613644	PhoneNum

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

Field	Value	IRS element (for citing)
Trusted Customer	3	TrustedCustomerCd
Authentication Assurance Level	AAL1	AuthenticationAssuranceLevelCd
Identity Assurance Level	IAL1	IdentityAssuranceLevelCd

Field	Value	IRS element (for citing)
Tax	2021	TaxYr
Build TS	2022-09-23 18:48:47Z	BuildTS

Form 990-PF IRS990PF

Field	Value	IRS element (for citing)
Organization501c3 Exempt PF	Yes (X)	Organization501c3ExemptPFInd
FMV Assets EOY	$1,313,758	FMVAssetsEOYAmt
Method Of Accounting Cash	Yes (X)	MethodOfAccountingCashInd

Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses

Field	Value	IRS element (for citing)
Schedule B Not Required	Yes (X)	ScheduleBNotRequiredInd
Dividends Rev And Expnss	$19,998	DividendsRevAndExpnssAmt
Dividends Net Invst Incm	$19,998	DividendsNetInvstIncmAmt
Net Gain Sale Ast Rev And Expnss	$24,493	NetGainSaleAstRevAndExpnssAmt
Gross Sales Price	$24,493	GrossSalesPriceAmt
Cap Gain Net Incm Net Invst Incm	$24,493	CapGainNetIncmNetInvstIncmAmt
Total Rev And Expnss	$44,491	TotalRevAndExpnssAmt
Total Net Invst Incm	$44,491	TotalNetInvstIncmAmt
Comp Ofcr Dir Trst Rev And Expnss	$0	CompOfcrDirTrstRevAndExpnssAmt
Comp Ofcr Dir Trst Net Invst Incm	$0	CompOfcrDirTrstNetInvstIncmAmt
Comp Ofcr Dir Trst Dsbrs Chrtbl	$0	CompOfcrDirTrstDsbrsChrtblAmt
Other Prof Fees Rev And Expnss	$17,577	OtherProfFeesRevAndExpnssAmt
Other Prof Fees Net Invst Incm	$17,577	OtherProfFeesNetInvstIncmAmt
Other Prof Fees Dsbrs Chrtbl	$0	OtherProfFeesDsbrsChrtblAmt
Tot Opr Expenses Rev And Expnss	$17,577	TotOprExpensesRevAndExpnssAmt
Tot Opr Expenses Net Invst Incm	$17,577	TotOprExpensesNetInvstIncmAmt
Tot Opr Expenses Dsbrs Chrtbl	$0	TotOprExpensesDsbrsChrtblAmt
Contri Paid Rev And Expnss	$56,000	ContriPaidRevAndExpnssAmt
Contri Paid Dsbrs Chrtbl	$56,000	ContriPaidDsbrsChrtblAmt
Total Expenses Rev And Expnss	$73,577	TotalExpensesRevAndExpnssAmt
Total Expenses Net Invst Incm	$17,577	TotalExpensesNetInvstIncmAmt
Total Expenses Dsbrs Chrtbl	$56,000	TotalExpensesDsbrsChrtblAmt
Excess Revenue Over Expenses	-$29,086	ExcessRevenueOverExpensesAmt
Net Investment Income	$26,914	NetInvestmentIncomeAmt

Form990 PF Balance Sheets Form990PFBalanceSheetsGrp

Field	Value	IRS element (for citing)
Cash BOY	$20,458	CashBOYAmt
Cash EOY	$15	CashEOYAmt
Cash EOYFMV	$15	CashEOYFMVAmt
Sav And Temp Cash Invst BOY	$22,697	SavAndTempCashInvstBOYAmt
Sav And Temp Cash Invst EOY	$24,717	SavAndTempCashInvstEOYAmt
Sav And Temp Cash Invst EOYFMV	$24,717	SavAndTempCashInvstEOYFMVAmt
Corporate Stock BOY	$411,261	CorporateStockBOYAmt
Corporate Stock EOY	$408,346	CorporateStockEOYAmt
Corporate Stock EOYFMV	$672,081	CorporateStockEOYFMVAmt
Other Investments BOY	$526,915	OtherInvestmentsBOYAmt
Other Investments EOY	$519,126	OtherInvestmentsEOYAmt
Other Investments EOYFMV	$616,945	OtherInvestmentsEOYFMVAmt
Total Assets BOY	$981,331	TotalAssetsBOYAmt
Total Assets EOY	$952,204	TotalAssetsEOYAmt
Total Assets EOYFMV	$1,313,758	TotalAssetsEOYFMVAmt
Total Liabilities BOY	$0	TotalLiabilitiesBOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Org Does Not Follow FASB117	Yes (X)	OrgDoesNotFollowFASB117Ind
Capital Stock BOY	$697,454	CapitalStockBOYAmt
Capital Stock EOY	$697,454	CapitalStockEOYAmt
Additional Paid In Capital BOY	$0	AdditionalPaidInCapitalBOYAmt
Additional Paid In Capital EOY	$0	AdditionalPaidInCapitalEOYAmt
Retained Earning BOY	$283,877	RetainedEarningBOYAmt
Retained Earning EOY	$254,750	RetainedEarningEOYAmt
Tot Net Ast Or Fund Balances BOY	$981,331	TotNetAstOrFundBalancesBOYAmt
Tot Net Ast Or Fund Balances EOY	$952,204	TotNetAstOrFundBalancesEOYAmt
Total Liabilities Net Ast BOY	$981,331	TotalLiabilitiesNetAstBOYAmt
Total Liabilities Net Ast EOY	$952,204	TotalLiabilitiesNetAstEOYAmt

Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp

Field	Value	IRS element (for citing)
Tot Net Ast Or Fund Balances BOY	$981,331	TotNetAstOrFundBalancesBOYAmt
Excess Revenue Over Expenses	-$29,086	ExcessRevenueOverExpensesAmt
Other Increases	$0	OtherIncreasesAmt
Subtotal	$952,245	SubtotalAmt
Other Decreases	$41	OtherDecreasesAmt
Tot Net Ast Or Fund Balances EOY	$952,204	TotNetAstOrFundBalancesEOYAmt

Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail

Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

PropertyPropertyDesc	How AcquiredHowAcquiredCd	Gross Sales PriceGrossSalesPriceAmt	Cost Or Other BasisCostOrOtherBasisAmt	Gain Or LossGainOrLossAmt	Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt
PUBLICLY TRADED SECURITIES - LT	P	$12,521	$12,521	$12,521	$12,521
PUBLICLY TRADED SECURITIES - ST	P	$2,182	$2,182	$2,182	$2,182
CAPITAL GAIN DIVIDENDS	P	$9,790		$9,790	$9,790

Field	Value	IRS element (for citing)
Capital Gain Net Income	$24,493	CapitalGainNetIncomeAmt

Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp

Field	Value	IRS element (for citing)
Investment Income Excise Tax	$374	InvestmentIncomeExciseTaxAmt
Tax Under Section511	$0	TaxUnderSection511Amt
Subtotal	$374	SubtotalAmt
Subtitle A Tax	$0	SubtitleATaxAmt
Tax Based On Investment Income	$374	TaxBasedOnInvestmentIncomeAmt
Estimated Plus Ovpmt Incm Tx	$2,900	EstimatedPlusOvpmtIncmTxAmt
Exempt Frgn Org Tax Wthld At Srce	$0	ExemptFrgnOrgTaxWthldAtSrceAmt
Extsn Request Income Tax Paid	$0	ExtsnRequestIncomeTaxPaidAmt
Backup Withholding Withheld	$0	BackupWithholdingWithheldAmt
Total Payments And Credits	$2,900	TotalPaymentsAndCreditsAmt
Es Penalty	$0	EsPenaltyAmt
Overpayment	$2,526	OverpaymentAmt
Applied To ES Tax	$2,526	AppliedToESTaxAmt
Refund	$0	RefundAmt

Statements Regarding Acty StatementsRegardingActyGrp

Field	Value	IRS element (for citing)
Legislative Political Acty	0	LegislativePoliticalActyInd
More Than100 Spent	0	MoreThan100SpentInd
Form1120 POL Filed	0	Form1120POLFiledInd
Section4955 Organization Tax	$0	Section4955OrganizationTaxAmt
Section4955 Managers Tax	$0	Section4955ManagersTaxAmt
Tax Reimbursed	$0	TaxReimbursedAmt
Activities Not Previously Rpt	0	ActivitiesNotPreviouslyRptInd
Changes To Articles Or Bylaws	0	ChangesToArticlesOrBylawsInd
Unrelated Bus Incm Over Limit	0	UnrelatedBusIncmOverLimitInd
Organization Dissolved Etc	0	OrganizationDissolvedEtcInd
Section508e Rqr Satisfied	0	Section508eRqrSatisfiedInd
At Least5000 In Assets	Yes (1)	AtLeast5000InAssetsInd
Org Report Or Register State	PA	OrgReportOrRegisterStateCd
Form990 PF Filed With Atty Gen	Yes (1)	Form990PFFiledWithAttyGenInd
Private Operating Foundation	0	PrivateOperatingFoundationInd
New Substantial Contributors	0	NewSubstantialContributorsInd
Own Controlled Entity	0	OwnControlledEntityInd
Donor Advised Fund	0	DonorAdvisedFundInd
Comply With Public Insp Rqr	Yes (1)	ComplyWithPublicInspRqrInd
Website Address	N/A	WebsiteAddressTxt

Persons With Books Name PersonsWithBooksName

Field	Value	IRS element (for citing)
Business Name Line1	STEPHEN M MUCK	BusinessNameLine1Txt

Field	Value	IRS element (for citing)
Phone	7244431533	PhoneNum

Location Of Books US Address LocationOfBooksUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 JOHN ROEBLING WAY	AddressLine1Txt
City	SAXONBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16056	ZIPCd

Field	Value	IRS element (for citing)
Foreign Accounts Question	0	ForeignAccountsQuestionInd

Statements Regarding Acty4720 StatementsRegardingActy4720Grp

Field	Value	IRS element (for citing)
Sale Or Exch Disqualified Prsn	0	SaleOrExchDisqualifiedPrsnInd
Brrw Or Lend Disqualified Prsn	0	BrrwOrLendDisqualifiedPrsnInd
Furn Goods Disqualified Prsn	Yes (1)	FurnGoodsDisqualifiedPrsnInd
Pay Comp Disqualified Prsn	0	PayCompDisqualifiedPrsnInd
Transfer Ast Disqualified Prsn	0	TransferAstDisqualifiedPrsnInd
Payment To Government Official	0	PaymentToGovernmentOfficialInd
Acts Fail To Qlfy As Exceptions	0	ActsFailToQlfyAsExceptionsInd
Uncorrected Prior Acts	0	UncorrectedPriorActsInd
Undistributed Income PY	0	UndistributedIncomePYInd
Business Holdings	0	BusinessHoldingsInd
Jeopardy Investments	0	JeopardyInvestmentsInd
Uncorrected PY Jeopardy Invst	0	UncorrectedPYJeopardyInvstInd
Influence Legislation	0	InfluenceLegislationInd
Influence Election	0	InfluenceElectionInd
Grants To Individuals	0	GrantsToIndividualsInd
Grants To Organizations	0	GrantsToOrganizationsInd
Noncharitable Purpose	0	NoncharitablePurposeInd
Rcv Fnds To Pay Prsnl Bnft Cntrct	0	RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct	0	PayPremiumsPrsnlBnftCntrctInd
Prohibited Tax Shelter Trans	0	ProhibitedTaxShelterTransInd
Subj To Tax Rmnrtn Ex Prcht Pymt	0	SubjToTaxRmnrtnExPrchtPymtInd

Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp

Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (4 entries)

Address Line1USAddress/AddressLine1Txt	CityUSAddress/CityNm	State AbbreviationUSAddress/StateAbbreviationCd	ZIPUSAddress/ZIPCd	TitleTitleTxt	Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt	CompensationCompensationAmt	Employee Benefit ProgramEmployeeBenefitProgramAmt	Expense Account Other AllwncExpenseAccountOtherAllwncAmt
STEPHEN M MUCK
1000 JOHN ROEBLING WAY	SAXONBURG	PA	16056	CHAIRMAN/CEO	1.00	$0	$0	$0
CHRISTINE ROTELLA
1000 JOHN ROEBLING WAY	SAXONBURG	PA	16056	VICE PRESIDENT	0.50	$0	$0	$0
MICHAEL BECHTOLD EXITED 72921
1000 JOHN ROEBLING WAY	SAXONBURG	PA	16056	SECRETARY	0.50	$0	$0	$0
ANGELA MUSILLO
1000 JOHN ROEBLING WAY	SAXONBURG	PA	16056	TREASURER/SECRETARY	0.50	$0	$0	$0

Field	Value	IRS element (for citing)
Comp Of Hghst Pd Empl Or NONE	NONE	CompOfHghstPdEmplOrNONETxt
Other Employee Paid Over50k	0	OtherEmployeePaidOver50kCnt
Comp Of Hghst Pd Cntrct Or NONE	NONE	CompOfHghstPdCntrctOrNONETxt
Contractor Paid Over50k	0	ContractorPaidOver50kCnt

Sum Of Program Related Invst SumOfProgramRelatedInvstGrp

Field	Value	IRS element (for citing)
Total	$0	TotalAmt

Minimum Investment Return MinimumInvestmentReturnGrp

Field	Value	IRS element (for citing)
Average Monthly FMV Of Sec	$1,219,061	AverageMonthlyFMVOfSecAmt
Average Monthly Cash Balances	$58,981	AverageMonthlyCashBalancesAmt
FMV All Other Noncharitable Ast	$0	FMVAllOtherNoncharitableAstAmt
Total FMV Of Unused Assets	$1,278,042	TotalFMVOfUnusedAssetsAmt
Reduction Claimed	$0	ReductionClaimedAmt
Acquisition Indebtedness	$0	AcquisitionIndebtednessAmt
Adjusted Total FMV Of Unused Ast	$1,278,042	AdjustedTotalFMVOfUnusedAstAmt
Cash Deemed Charitable	$19,171	CashDeemedCharitableAmt
Net Vl Noncharitable Assets	$1,258,871	NetVlNoncharitableAssetsAmt
Minimum Investment Return	$62,944	MinimumInvestmentReturnAmt

Distributable Amount DistributableAmountGrp

Field	Value	IRS element (for citing)
Minimum Investment Return	$62,944	MinimumInvestmentReturnAmt
Tax Based On Investment Income	$374	TaxBasedOnInvestmentIncomeAmt
Total Tax	$374	TotalTaxAmt
Distributable Before Adj	$62,570	DistributableBeforeAdjAmt
Recoveries Qualfied Distri	$0	RecoveriesQualfiedDistriAmt
Distributable Before Ded	$62,570	DistributableBeforeDedAmt
Deduction From Distributable	$0	DeductionFromDistributableAmt
Distributable As Adjusted	$62,570	DistributableAsAdjustedAmt

PF Qualifying Distributions PFQualifyingDistributionsGrp

Field	Value	IRS element (for citing)
Expenses And Contributions	$56,000	ExpensesAndContributionsAmt
Program Related Invst Total	$0	ProgramRelatedInvstTotalAmt
Qualifying Distributions	$56,000	QualifyingDistributionsAmt

Undistributed Income UndistributedIncomeGrp

Field	Value	IRS element (for citing)
Distributable As Adjusted	$62,570	DistributableAsAdjustedAmt
Undistributed Income PY	$52,879	UndistributedIncomePYAmt
Total For Prior Years	$0	TotalForPriorYearsAmt
Total Excess Distribution Cyov	$0	TotalExcessDistributionCyovAmt
Qualifying Distributions	$56,000	QualifyingDistributionsAmt
Applied To Year1	$52,879	AppliedToYear1Amt
Applied To Prior Years	$0	AppliedToPriorYearsAmt
Treated As Distri From Corpus	$0	TreatedAsDistriFromCorpusAmt
Applied To Current Year	$3,121	AppliedToCurrentYearAmt
Remaining Distri From Corpus	$0	RemainingDistriFromCorpusAmt
Excess Distri Cyov App CY Corpus	$0	ExcessDistriCyovAppCYCorpusAmt
Excess Distribution Cyov App CY	$0	ExcessDistributionCyovAppCYAmt
Total Corpus	$0	TotalCorpusAmt
Prior Year Undistributed Incm	$0	PriorYearUndistributedIncmAmt
Prior Year Deficiency Or Tax	$0	PriorYearDeficiencyOrTaxAmt
Taxable1	$0	Taxable1Amt
Taxable2	$0	Taxable2Amt
Undistributed Income CY	$59,449	UndistributedIncomeCYAmt
Corpus Distri170b1 E Or4942g3	$0	CorpusDistri170b1EOr4942g3Amt
Excess Distri Cyov From Yr5	$0	ExcessDistriCyovFromYr5Amt
Excess Distri Cyov To Next Yr	$0	ExcessDistriCyovToNextYrAmt

Supplementary Information SupplementaryInformationGrp

Field	Value	IRS element (for citing)
Contributing Manager	STEPHEN M MUCK	ContributingManagerNm

Application Submission Info ApplicationSubmissionInfoGrp

Field	Value	IRS element (for citing)
Recipient Person	STEPHEN M MUCK	RecipientPersonNm

Recipient US Address RecipientUSAddress

Field	Value	IRS element (for citing)
Address Line1	1000 JOHN ROEBLING WAY	AddressLine1Txt
City	SAXONBURG	CityNm
State Abbreviation	PA	StateAbbreviationCd
ZIP	16056	ZIPCd

Field	Value	IRS element (for citing)
Recipient Phone	7244431533	RecipientPhoneNum
Form And Info And Materials	THERE ARE NO REQUIRED FORMAL FORMS BUT THE GRANTEE MUST SUBMIT DOCUMENTATION OF CHARITABLE PURPOSES OF GRANT AND TAX-EXEMPT STATUS OF THE ORGANIZATION	FormAndInfoAndMaterialsTxt
Submission Deadlines	THERE ARE NO SUBMISSION DEADLINES	SubmissionDeadlinesTxt
Restrictions On Awards	THERE ARE NO RESTRICTIONS ON AWARDS	RestrictionsOnAwardsTxt

Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (9 entries)

Address Line1RecipientUSAddress/AddressLine1Txt	CityRecipientUSAddress/CityNm	State AbbreviationRecipientUSAddress/StateAbbreviationCd	ZIPRecipientUSAddress/ZIPCd	Recipient RelationshipRecipientRelationshipTxt	Recipient Foundation StatusRecipientFoundationStatusTxt	Grant Or Contribution PurposeGrantOrContributionPurposeTxt	AmtAmt
AMERICAN WHITEWATER
PO BOX 1540	CULLOWHEE	NC	28723	N/A	PC	GENERAL SUPPORT	$5,000
ARMSTRONG TRAILS INC
PO BOX 777	KITTANNING	PA	16201	N/A	PC	GENERAL SUPPORT	$6,000
EVANS SCHOLARS FOUNDATION
2501 PATRIOT BOULEVARD	GLENVIEW NAS	IL	60026	N/A	PC	GENERAL SUPPORT	$5,000
HEALTHNETWORK FOUNDATION
33 RIVER STREET	CHAGRIN FALLS	OH	44022	N/A	PC	GENERAL SUPPORT	$5,000
INNOVATE PGH
218 OAKLAND AVENUE	PITTSBURGH	PA	15213	N/A	PC	GENERAL SUPPORT	$15,000
KNOCH KNIGHTS LEGACIES FOUNDATION
328 KNOCH ROAD	SAXONBURG	PA	16056	N/A	PC	GENERAL SUPPORT	$5,000
PENNSYLVANIA TROLLEY MUSEUM
1 MUSEUM RD	WASHINGTON	PA	15301	N/A	PC	GENERAL SUPPORT	$2,500
THE PENNSYLVANIA STATE UNIVERSITY
2583 GATEWAY DRIVE SUITE 130	STATE COLLEGE	PA	16801	N/A	PC	ENDOWED PROFESSORSHIP - CIVIL CONSTRUCTION ENGINEERING & MGMT	$10,000
TROOPS FIRST FOUNDATION
535 MAIN STREET SUITE 211	LAUREL	MD	20707	N/A	PC	GENERAL SUPPORT	$2,500

Field	Value	IRS element (for citing)
Total Grant Or Contri Pd Dur Yr	$56,000	TotalGrantOrContriPdDurYrAmt
Total Grant Or Contri Apprv Fut	$0	TotalGrantOrContriApprvFutAmt

Analysis Income Producing Acty AnalysisIncomeProducingActyGrp

Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl

Field	Value	IRS element (for citing)
Exclusion	14	ExclusionCd
Exclusion	$19,998	ExclusionAmt

Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp

Field	Value	IRS element (for citing)
Exclusion	18	ExclusionCd
Exclusion	$24,493	ExclusionAmt

Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp

Field	Value	IRS element (for citing)
Unrelated Business Taxbl Incm	$0	UnrelatedBusinessTaxblIncmAmt
Exclusion	$44,491	ExclusionAmt
Related Or Exempt Function Incm	$0	RelatedOrExemptFunctionIncmAmt

Field	Value	IRS element (for citing)
Total Income Producing Acty	$44,491	TotalIncomeProducingActyAmt

Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp

Field	Value	IRS element (for citing)
Trnsfr Of Cash To Nonchrtbl EO	0	TrnsfrOfCashToNonchrtblEOInd
Trnsfr Other Asset Nonchrtbl EO	0	TrnsfrOtherAssetNonchrtblEOInd
Sales Or Exchanges Of Assets	0	SalesOrExchangesOfAssetsInd
Purchase Of Assets Nonchrtbl EO	0	PurchaseOfAssetsNonchrtblEOInd
Rental Of Facilities Oth Assets	0	RentalOfFacilitiesOthAssetsInd
Reimbursement Arrangements	0	ReimbursementArrangementsInd
Loans Or Loan Guarantees	0	LoansOrLoanGuaranteesInd
Performance Of Services Etc	0	PerformanceOfServicesEtcInd
Sharing Of Facilities Etc	0	SharingOfFacilitiesEtcInd
Relationships Nonchrtbl EO	0	RelationshipsNonchrtblEOInd

Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

StockStockNm	EOY Book ValueEOYBookValueAmt	EOYFMVEOYFMVAmt
31.216 SHS COLGATE-PALMOLIVE CO	$1,899	$2,664
26.339 SHS 3M CO	$3,517	$4,689
54.488 NEXTERA ENERGY INC COM	$3,450	$5,087
64.913 SHS CVS HEALTH CORPORATION COM	$3,711	$6,696
28 SHS PAYPAL HLDGS INC COM(PYPL)	$2,824	$5,280
72.072 SHS PROCTER & GAMBLE CO COM (PG)	$4,364	$11,790
81.206 SHS CONOCOPHILLIPS COM	$3,071	$5,861
49.942 SHS DUKE ENERGY CORP	$4,346	$5,239
68.819 SHS RAYTHEON TECHNOLOGIES CORP	$4,625	$5,923
22.849 SHS L3HARRIS TECHNOLOGIES INC	$4,877	$4,872
31.369 SHS WASTE MANAGEMENT INC	$3,682	$5,235
16.070 SHS THERMO FISHER SCIENTIFIC INC	$5,175	$10,723
68.770 SHS PHILLIPS 66	$4,193	$4,983
30.622 SHS GENERAL DYNAMICS CORP	$5,541	$6,384
29 SHS META PLATFORMS INC (FB)	$5,433	$9,754
21.433 SHS AIR PRODUCTS AND CHEMICALS INC	$5,749	$6,521
19.090 SHS COSTCO WHOLESALE CORP COM	$5,807	$10,837
28.386 SHS MCDONALDS CORP(MCD)	$6,015	$7,609
62.644 SHS CHEVRON CORP NEW COM(CVX)	$6,314	$7,351
159.295 SHS CISCO SYSTEMS INC	$6,439	$10,095
51.630 SHS AMERICAN EXPRESS CO COM	$5,129	$8,447
68.953 SHS NIKE INC CLASS B	$6,936	$11,492
123.996 SHS JOHNSON & JOHNSON COM	$7,505	$21,212
43.224 SHS UNION PAC CORP	$7,336	$10,889
139.795 SHS MONDELEZ INTL INC COM NPV (MDLZ)	$7,597	$9,270
72.842 SHS MEDTRONIC PLC USD	$7,594	$7,536
41.624 SHS HONEYWELL INTERNATIONAL INC	$7,661	$8,679
22 SHS ADOBE SYSTEMS INCORPORATED COM	$7,563	$12,475
169.210 SHS COMCAST CORP	$7,895	$8,516
51 SHS SALESFORCE.COM INC COM	$8,181	$12,961
67.776 SHS PEPSICO INC (PEP)	$8,803	$11,773
429.004 SHS PFIZER INC (PFE)	$9,337	$25,333
94.556 SHS STARBUCKS CORP COM	$9,171	$11,060
42.097 SHS HOME DEPOT INC	$9,571	$17,471
67.653 SHS DISNEY WALT CO (DIS)	$9,741	$10,479
89.90.520 SHS WALMART INC COM (WMT)	$10,186	$13,097
45.600 SHS AMGEN INC	$10,809	$10,259
198.269 SHS VERIZON COMMUNICATIONS INC	$11,625	$10,302
42.490 SHS UNITEDHEALTH GROUP(UNH)	$12,472	$21,336
71.955 SHS VISA INC COM CL A (V)	$12,751	$15,593
334.854 SHS BANK OF AMERICA CORP	$10,247	$14,898
103.758 SHS JPMORGAN CHASE & CO COM	$11,730	$16,430
333.244 SHS APPLE INC COM USD	$18,482	$59,174
15 SHS ALPHABET INC CAP STK CL A	$18,406	$43,456
10 SHS AMAZON.COM INC	$18,911	$33,343
93 SHS BERKSHIRE HATHAWAY INC COM USD	$19,338	$27,807
201.809 SHS MICROSOFT CORP (MSFT)	$28,479	$67,872
37.091 SHS MASTERCARD INCORPORATED CL A	$13,858	$13,328

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Category Or ItemCategoryOrItemTxt	Listed At Cost Or FMVListedAtCostOrFMVCd	Book ValueBookValueAmt	EOYFMVEOYFMVAmt
167.834 SHS PIMCO ETF TRUST ENHANCED SHORT MATURITY ACTIVE ETF	AT COST	$17,071	$17,045
494.371 SHS CLERABRIDGE SMALL CAP GR CL	AT COST	$20,331	$25,307
1132.691 SHS BARON EMERGING MARKETS FUND INSTL	AT COST	$15,802	$19,913
247.755 SHS VANGUARD BD INDEX FUND INC TOTAL BOND	AT COST	$20,793	$20,997
3105.835 SHS BLACKROCK LOW DURATION BOND INSTL	AT COST	$29,260	$29,878
517.028 SHS INVESCO DEVELOPING MARKETS Y	AT COST	$22,349	$24,311
1431.697 SHS PIMCO INVMT GRADE CREDIT BD FD INST	AT COST	$14,570	$15,305
1570.432 SHS WESTERN ASSET CORE BOND FUND CL I	AT COST	$20,329	$20,557
273.051 SHS VANGUARD EXTENDED MARKETS INDEX	AT COST	$33,486	$49,930
1586.688 SHS WISDOMTREE TR US QUALITY DIVID	AT COST	$74,567	$104,499
5081.910 SHS GOLDMAN SACHS GQG PARTNERS INTL OPP I	AT COST	$78,771	$99,605
2157.138 SHS ARTISAN INTL VALUE FUND ADVISOR	AT COST	$75,821	$91,010
7161.258 SHS ALPS SMITH TOTAL RETURN BOND CL I	AT COST	$77,428	$80,134
1604.676 SHS THE OSTERWEIS STRATEGIC INCOME FD	AT COST	$18,548	$18,454

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Field	Value	IRS element (for citing)
Desc	COST BASIS ADJUSTMENT ON INVESTMENTS	Desc
Amt	$41	Amt

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

Field	Value	IRS element (for citing)
Category	ADVISORY FEES	CategoryTxt
Amt	$17,577	Amt
Net Investment Income	$17,577	NetInvestmentIncomeAmt
Disbursements Charitable Prps	$0	DisbursementsCharitablePrpsAmt

MUCK FAMILY FOUNDATION: Form 990PF, tax year 2021

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Form 990-PF IRS990PF

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Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (3 entries)

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Investments Corp Stock Schedule InvestmentsCorpStockSchedule

Investments Corporate Stock InvestmentsCorporateStockGrp (48 entries)

Investments Other Schedule2 InvestmentsOtherSchedule2

Investments Other InvestmentsOtherGrp (14 entries)

Other Decreases Schedule OtherDecreasesSchedule

Other Decreases Detail OtherDecreasesDetail

Other Professional Fees Schedule OtherProfessionalFeesSchedule

Other Professional Fees Detail OtherProfessionalFeesDetail

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