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. 1545-0052
2018
Open to Public Inspection
For calendar year 2018, or tax year beginning 01-01-2018 , and ending 12-31-2018
Name of foundation
FRESH SOUND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)186 ALEWIFE BR 200 C/O TYLER LYNCH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

06-1428363
B Telephone number (see instructions)

(617) 354-3814
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$9,883,301J 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) 105,272
2 Check bullet.............
3 Interest on savings and temporary cash investments 68,174 68,174  
4 Dividends and interest from securities... 140,106 140,106  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 348,993
b Gross sales price for all assets on line 6a 2,469,980
7 Capital gain net income (from Part IV, line 2)... 348,993
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 4,041 1,999  
12 Total. Add lines 1 through 11........ 666,586 559,272  
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)....... Click to see attachment 25,187 25,187   0
c Other professional fees (attach schedule).... Click to see attachment 45,976 45,976   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 21,317 3,323   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 85,831 10,994   73,608
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 178,311 85,480   73,608
25 Contributions, gifts, grants paid....... 550,000 550,000
26 Total expenses and disbursements. Add lines 24 and 25 728,311 85,480   623,608
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -61,725
b Net investment income (if negative, enter -0-) 473,792
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2018)
Form 990-PF (2018)
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............. 528,775 189,470 189,470
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet24,174
Less: allowance for doubtful accounts bullet   22,689 24,174 24,174
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) 282,105 Click to see attachment387,187 385,430
b Investments—corporate stock (attach schedule)....... 4,465,467 Click to see attachment4,313,404 6,430,660
c Investments—corporate bonds (attach schedule)....... 1,432,657 Click to see attachment1,383,198 1,363,944
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,210,565 Click to see attachment1,468,616 1,489,623
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) 7,942,258 7,766,049 9,883,301
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 SFAS 117, check here bullet
and complete lines 24 through 26 and lines 30 and 31.
24 Unrestricted.................. 7,942,258 7,766,049
25 Temporarily restricted...............    
26 Permanently restricted...............    
Foundations that do not follow SFAS 117, check here bullet
and complete lines 27 through 31.
27 Capital stock, trust principal, or current funds........    
28 Paid-in or capital surplus, or land, bldg., and equipment fund    
29 Retained earnings, accumulated income, endowment, or other funds    
30 Total net assets or fund balances (see instructions)..... 7,942,258 7,766,049
31 Total liabilities and net assets/fund balances (see instructions). 7,942,258 7,766,049
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 30 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,942,258
2
Enter amount from Part I, line 27a .....................
2
-61,725
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
22,459
4
Add lines 1, 2, and 3 ..........................
4
7,902,992
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
136,943
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 30 .
6
7,766,049
Form 990-PF (2018)
Form 990-PF (2018)
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 COHEN & STEERS - 5811 SHS P 2017-07-28 2018-06-08
b COSTCO WHOLESALE - 165 SHS P 2017-07-28 2018-02-01
c COSTCO WHOLESALE - 65 SHS P 2017-07-28 2018-07-25
d HEALTHCARE TRUST OF AMERICA - 2513 SHS P 2017-07-28 2018-03-01
e JETBLUE AIRWAYS - 815 SHS P 2017-08-24 2018-08-08
MSCI INC - 25 SHS P 2018-02-01 2018-07-25
MOHAWK INDUSTRIES - 310 SHS P 2018-02-01 2018-04-30
PEPSICO - 200 SHS P 2017-09-18 2018-07-25
SCHEIN HENREY - 1090 SHS P 2017-11-14 2018-02-22
ZIMMER BIOMET HLDGS - 600 SHS P 2017-03-17 2018-03-01
CHECKPOINT SOFTWARE - 135 SHS P 2015-06-15 2018-01-18
CHECKPOINT SOFTWARE - 773 SHS P 2015-06-15 2018-06-15
AMAZON - 40 SHS P 2014-11-19 2018-02-01
AMAZON - 10 SHS P 2014-11-19 2018-03-01
APPLE - 125 SHS P 2015-08-11 2018-02-01
COSTCO WHOLESALE - 86 SHS P 2017-07-28 2018-11-19
HASBRO - 75 SHS P 2016-11-04 2018-02-01
HUMANA - 70 SHS P 2016-08-31 2018-01-19
HUMANA - 62 SHS P 2016-08-31 2018-11-19
JETBLUE AIRWAYS P 2016-08-31 2018-08-08
KLA-TENCOR - 795 SHS P 2017-07-06 2018-10-04
MARRIOTT INTL - 270 SHS P 2015-02-23 2018-02-01
MARRIOTT INTL - 85 SHS P 2015-02-23 2018-11-26
MCCORMICK - 133 SHS P 2017-11-07 2018-11-19
MERCK - 262 SHS P 2016-09-16 2018-11-19
MERCK - 267 SHS P 2017-02-15 2018-11-26
PNC FINL SVCS - 50 SHS P 2017-02-15 2018-07-25
PNC FINL SVCS - 183 SHS P 2017-02-15 2018-11-19
PAYPAL HLDGS - 200 SHS P 2015-10-07 2018-02-01
PEPSICO - 168 SHS P 2017-02-15 2018-11-19
SEALED AIR CORP - 1891 SHS P 2016-08-13 2018-08-13
STARBUCKS - 293 SHS P 2017-07-28 2018-11-19
TRAVELERS COS - 555 SHS P 2013-07-03 2018-02-01
UNITED RENTALS - 566 SHS P 2013-07-03 2018-05-15
ALPHABET - 45 SHS P 2011-04-01 2018-02-01
BLACKSTONE - 375 SHS P 2016-12-09 2018-02-01
FIRST REP BK SAN FRAN - 106 SHS P 2012-11-05 2018-11-19
STRYKER CORP - 315 SHS P 1960-01-01 2018-02-01
3M CO - 255 P 1960-01-04 2018-02-01
CALIF DEPT W - 10000 SHS P 2018-05-09 2018-10-19
US TREAS NTS 2.0% - 5000 SHS P 2018-05-11 2018-12-03
US TREAS NTS 1.0% - 10000 SHS P 2017-06-08 2018-02-23
US TREAS NTS 1.375% - 10000 SHS P 2017-12-01 2018-08-24
GENERAL ELECT - 5000 SHS P 2016-09-08 2018-11-05
MEDTRONIC 1.375% - 10000 SHS P 2015-11-24 2018-04-02
MORGAN STANLEY 2.375% - 5000 SHS P 2016-10-03 2018-12-03
ORACLE 2.4% - 10000 SHS P 2016-09-30 2018-08-23
SAN MATEO CAL 1.903% - 15000 SHS P 2016-12-28 2018-09-04
US TREAS 1.0% - 5000 SHS P 2016-12-29 2018-02-23
PANOSONIC - 3000 SHS P 2018-01-10 2018-12-27
ZUORA - 1000 SHS P 2018-11-05 2018-12-27
ABBVIE 2.0% - 100000 SHS P 2015-02-06 2018-11-06
ACTAVIS FUNDING - 100000 SHS P 2015-03-03 2018-03-12
ADIENT PLC - 154 SHS P 2016-10-31 2018-03-22
AFLAC - 1600 SHS P 2016-10-31 2018-06-04
BOLLORE - 8000 SHS P 2017-04-13 2018-11-05
CALVERT SOCIAL 1.0% - 100000 SHS P 2015-10-15 2018-10-15
GILEAD SCIENCES - 500 SHS P 2016-03-22 2018-03-22
JOHNSON CONTROLS - 1546 SHS P 2016-09-06 2018-03-22
KINGFISHER - 7000 SHS P 2016-03-23 2018-03-23
KROGER - 1150 SHS P 2017-01-15 2018-03-22
PROCTER & GAMBLE - 1200 SHS P 2017-01-15 2018-06-04
TEVA PHARMACEUTICAL - 1675 SHS P 2017-01-15 2018-03-22
VAREX IMAGING - 440 SHS P 2017-01-15 2018-03-22
XYLEM - 550 SHS P 2017-01-15 2018-03-22
PARTNERSHIP INVESTMENTS - SHORT TERM GAINS P 2018-01-01 2018-12-31
PARTNERSHIP INVESTMENTS - LONG TERM GAINS P 2017-01-01 2018-12-31
(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 148,574   148,081 493
b 32,105   25,125 6,980
c 14,255   9,898 4,357
d 62,594   78,783 -16,189
e 15,033   15,722 -689
4,327   3,689 638
65,142   83,475 -18,333
22,964   23,018 -54
74,800   72,984 1,816
68,424   73,197 -4,773
13,968   11,174 2,794
76,830   63,144 13,686
57,300   13,030 44,270
14,935   3,257 11,678
20,943   14,300 6,643
19,666   13,095 6,571
7,106   6,137 969
19,540   12,500 7,040
19,269   11,071 8,198
53,398   61,484 -8,086
79,764   73,524 6,240
39,630   22,414 17,216
10,182   7,056 3,126
19,879   12,646 7,233
19,997   16,361 3,636
20,146   16,562 3,584
7,150   6,391 759
24,713   22,406 2,307
15,952   6,470 9,482
19,993   19,028 965
74,107   89,909 -15,802
19,960   15,776 4,184
83,249   44,414 38,835
93,290   28,438 64,852
53,333   13,315 40,018
13,828   11,285 2,543
9,912   3,668 6,244
51,961   9,230 42,731
63,347   19,227 44,120
10,000   9,574 426
4,938   4,936 2
9,828   9,932 -104
9,823   9,914 -91
5,068   5,836 -768
10,000   10,009 -9
5,008   5,156 -148
9,711   10,267 -556
15,000   15,074 -74
4,909   4,966 -57
26,250   43,848 -17,598
17,385   20,827 -3,442
100,000   100,346 -346
100,000   99,966 34
9,316   7,136 2,180
72,798   46,839 25,959
34,709   30,346 4,363
100,000   100,000 0
38,136   44,746 -6,610
55,613   63,470 -7,857
59,764   78,380 -18,616
26,933   33,736 -6,803
89,158   71,742 17,416
29,214   75,975 -46,761
15,990   5,316 10,674
43,097   20,740 22,357
    10,626 -10,626
35,766     35,766
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       493
b       6,980
c       4,357
d       -16,189
e       -689
      638
      -18,333
      -54
      1,816
      -4,773
      2,794
      13,686
      44,270
      11,678
      6,643
      6,571
      969
      7,040
      8,198
      -8,086
      6,240
      17,216
      3,126
      7,233
      3,636
      3,584
      759
      2,307
      9,482
      965
      -15,802
      4,184
      38,835
      64,852
      40,018
      2,543
      6,244
      42,731
      44,120
      426
      2
      -104
      -91
      -768
      -9
      -148
      -556
      -74
      -57
      -17,598
      -3,442
      -346
      34
      2,180
      25,959
      4,363
      0
      -6,610
      -7,857
      -18,616
      -6,803
      17,416
      -46,761
      10,674
      22,357
      -10,626
      35,766
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 2 348,993
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  
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
(For optional use by domestic private foundations subject to the section 4940(a) tax on net investment income.)

If section 4940(d)(2) applies, leave this part blank.
Was the foundation liable for the section 4942 tax on the distributable amount of any year in the base period?
If "Yes," the foundation does not qualify under section 4940(e). Do not complete this part.
1 Enter the appropriate amount in each column for each year; see instructions before making any entries.
(a)
Base period years Calendar
year (or tax year beginning in) 		(b)
Adjusted qualifying distributions 		(c)
Net value of noncharitable-use assets 		(d)
Distribution ratio
(col. (b) divided by col. (c))
2017 597,772 9,460,141 0.063188
2016 542,633 8,982,565 0.060410
2015 685,004 9,422,293 0.072700
2014 487,000 9,834,144 0.049521
2013 424,000 9,460,969 0.044816
2
Total of line 1, column (d) .....................
2
0.290635
3
Average distribution ratio for the 5-year base period—divide the total on line 2 by 5.0, or by the number of years the foundation has been in existence if less than 5 years ......
3
0.058127
4
Enter the net value of noncharitable-use assets for 2018 from Part X, line 5......
4
9,307,036
5
Multiply line 4 by line 3......................
5
540,990
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
4,738
7
Add lines 5 and 6........................
7
545,728
8
Enter qualifying distributions from Part XII, line 4,.............
8
623,608
If line 8 is equal to or greater than line 7, check the box in Part VI, line 1b, and complete that part using a 1% tax rate. See the Part VI instructions.
Form 990-PF (2018)
Form 990-PF (2018)
Page 4
Part VI
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 includes lines 1a and 1b
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Domestic foundations that meet the section 4940(e) requirements in Part V, check 1 4,738
hereBulletand enter 1% of Part I, line 27b...................
c All other domestic foundations enter 2% of line 27b. Exempt foreign organizations enter 4% 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 4,738
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 4,738
6 Credits/Payments:
a 2018 estimated tax payments and 2017 overpayment credited to 2018 6a 18,785
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,785
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 14,047
11 Enter the amount of line 10 to be: Credited to 2019 estimated taxBullet14,047 RefundedBullet 11 0
Part VII-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 Instructions
for 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
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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 2018 or the taxable year beginning in 2018? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 5
    Part VII-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 ofbulletTYLER LYNCH PC Telephone no.bullet (617) 354-3814

    Located atbullet186 ALEWIFE BROOK PARKWAYCAMBRIDGEMA ZIP+4bullet02138
    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 2018, 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 VII-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?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (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)?...............
    (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.).......
    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
     
     
    ........bullet
    c
    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 2018?.............
    1c
     
    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 2018, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2018?.............
    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?......................
    b
    If "Yes," did it have excess business holdings in 2018 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 2018.)..................
    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 2018?
    4b
     
    No
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 6
    Part VII-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))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    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
     
     
    .........bullet
    c
    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?..........
    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?.....................
    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?
    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? .................
    Part VIII
    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
    JOHN F BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    S JEFFREY BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    LAURIE BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    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 (2018)
    Form 990-PF (2018)
    Page 7
    Part VIII
    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 IX-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 IX-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 (2018)
    Form 990-PF (2018)
    Page 8
    Part X
    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
    8,528,206
    b
    Average of monthly cash balances.......................
    1b
    501,805
    c
    Fair market value of all other assets (see instructions)................
    1c
    418,757
    d
    Total (add lines 1a, b, and c).........................
    1d
    9,448,768
    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
    9,448,768
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    141,732
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    9,307,036
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    465,352
    Part XI
    Distributable Amount (see instructions) (Section 4942(j)(3) and (j)(5) private operating foundations and certain foreign organizations check here bullet and do not complete this part.)
    1
    Minimum investment return from Part X, line 6....................
    1
    465,352
    2a
    Tax on investment income for 2018 from Part VI, line 5......
    2a
    4,738
    b
    Income tax for 2018. (This does not include the tax from Part VI.)...
    2b
    219
    c
    Add lines 2a and 2b............................
    2c
    4,957
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    460,395
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    460,395
    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 XIII, line 1 ...
    7
    460,395
    Part XII
    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
    623,608
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    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 V, line 8, and Part XIII, line 4
    4
    623,608
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    4,738
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    618,870
    Note: The amount on line 6 will be used in Part V, column (b), in subsequent years when calculating whether the foundation qualifies for
    the section 4940(e) reduction of tax in those years.
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2017     		(c)
    2017     		(d)
    2018
    1 Distributable amount for 2018 from Part XI, line 7 460,395
    2 Undistributed income, if any, as of the end of 2018:
    a Enter amount for 2017 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2018:
    a From 2013......  
    b From 2014...... 35,959
    c From 2015...... 219,837
    d From 2016...... 101,459
    e From 2017...... 142,288
    fTotal of lines 3a through e........ 499,543
    4Qualifying distributions for 2018 from Part
    XII, line 4: bullet$ 623,608
    a Applied to 2017, 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 2018 distributable amount..... 460,395
    e Remaining amount distributed out of corpus 163,213
    5 Excess distributions carryover applied to 2018. 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 5 662,756
    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 2017. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2018. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2019 ..........     		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 2013 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2019.
    Subtract lines 7 and 8 from line 6a ......     		662,756
    10 Analysis of line 9:
    a Excess from 2014.... 35,959
    b Excess from 2015.... 219,837
    c Excess from 2016.... 101,459
    d Excess from 2017.... 142,288
    e Excess from 2018.... 163,213
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-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 2018, 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) 2018 (b) 2017 (c) 2016 (d) 2015
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    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 X, 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 XV
    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).)
    JOHN F BURT
    S JEFFREY BURT
    LAURIE BURT
    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 (2018)
    Form 990-PF (2018)
    Page 11
    Part XV
    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
    AMERICAN CONSTITUTION SOCIETY
    1899 L STREET NW
    WASHINGTON,DC20036     		  NON-PROFIT EDUCATIONAL 20,000
    AMERICAN REPERTORY THEATRE
    64 BRATTLE STREET
    CAMBRIDGE,MA02138     		N/A NON-PROFIT CHARITABLE 10,000
    AMMONOOSUC CONSERVATION TRUST
    729 MAIN STREET
    FRANCONIA,NH03580     		N/A NON-PROFIT CHARITABLE 8,000
    APPALACHIAN MOUNTAIN CLUB
    5 JOY STREET
    BOSTON,MA02108     		N/A NON-PROFIT CHARITABLE 35,000
    BIG SKY YOUTH EMPOWERMENT
    PO BOX 6757
    BOZEMAN,MT59771     		N/A NON-PROFIT EDUCATIONAL 5,000
    BRANDEIS UNIVERSITY
    415 SOUTH STREET
    WALTHAM,MA02453     		N/A NON-PROFIT EDUCATIONAL 6,000
    CERES INC
    99 CHAUNCY STREET
    BOSTON,MA02111     		N/A NON-PROFIT CHARITABLE 20,000
    COUNTRY SCHOOL INCORPORATED
    341 OPENING HILL ROAD
    MADISON,CT06443     		N/A NON-PROFIT EDUCATIONAL 7,000
    DISCOVERING JUSTICE
    1 COURTHOUSE WAY
    BOSTON,MA02210     		N/A NON-PROFIT EDUCATIONAL 5,000
    EDUCATION OUTSIDE
    135 VAN NESS AVENUE ROOM 408
    SAN FRANCISCO,CA94102     		N/A NON-PROFIT EDUCATIONAL 30,000
    EMERSON COLLEGE
    120 BOYLSTON STREET
    BOSTON,MA02116     		N/A NON-PROFIT EDUCATIONAL 50,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		N/A NON-PROFIT EDUCATIONAL 5,000
    FAIR ELECTIONS CENTER
    1825 K ST NW
    WASHINGTON,DC20006     		N/A NON-PROFIT EDUCATIONAL 5,000
    FOOD CONNECTS
    8 UNIVERSITY WAY
    BRATTLEBORO,VT05301     		N/A NON-PROFIT CHARITABLE 25,000
    GROUNDWORKS COLLECTIVE
    60 S MAIN STREET
    BRATTLEBORO,VT05301     		N/A NON-PROFIT EDUCATIONAL 2,500
    HERE
    145 SIXTH AVENUE
    NEWYORK,NY10013     		N/A NON-PROFIT SCIENTIFIC 8,000
    IN-SIGHT PHOTOGRAPHY PROJECT
    45 FLAT STREET SUITE 1
    BRATTLEBORO,VT05301     		N/A NON-PROFIT CHARITABLE 25,000
    LAND TRUST ALLIANCE NORTHEAST REGION
    10 FRONT STREET STE 203
    COLLINSVILLE,CT06019     		N/A NON-PROFIT ENVIRONMENTAL 10,000
    MARION INSTITUTE
    202 SPRING STREET
    MARION,MA02738     		N/A NON-PROFIT EDUCATIONAL 8,000
    NEXT STAGE ARTS PROJECT
    15 KIMBALL HILL RD
    PUTNEY,VT05346     		N/A NON-PROFIT EDUCATIONAL 5,000
    NEXT STAGE ARTS PROJECT
    15 KIMBALL HILL RD
    PUTNEY,VT05346     		N/A NON-PROFIT EDUCATIONAL 8,000
    ORIGINAL MUSIC WORKSHOP
    80 N 6TH STREET
    BROOKLYN,NY11249     		N/A NON-PROFIT PROMOTION OF THE ARTS 5,000
    PRESIDENT & FELLOWS OF HARVARD COLLEGE
    1563 MASSACHUSETTS AVE
    CAMBRIDGE,MA02138     		N/A NON-PROFIT EDUCATIONAL 10,000
    PUTNEY HISTORICAL SOCIETY
    15 KIMBALL HILL
    PUTNEY,VT05346     		N/A NON-PROFIT EDUCATIONAL 5,000
    RIVER NETWORK
    PO BOX 21387
    BOULDER,CO80308     		N/A NON-PROFIT EDUCATIONAL 15,000
    SAVE THE RIVER
    409 RIVERSIDE DRIVE
    CLAYTON,NY13624     		N/A NON-PROFIT EDUCATIONALEDUCATIONAL 25,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET STE 14
    CHARLOTTESVILLE,VA22902     		N/A NON-PROFIT ENVIRONMENTAL 20,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		N/A NON-PROFIT EDUCATIONAL 15,000
    THOUSAND ISLANDS LAND TRUST
    135 JOHN STREET
    CLAYTON,NY13624     		N/A NON-PROFIT CHARITABLE 10,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE
    CAMBRIDGE,MA02238     		N/A NON-PROFIT SCIENTIFIC 65,000
    VERMONT MOUNTAIN FARM TO SCHOOL
    115 2ND STREET
    NEWPORT,VT05855     		N/A NON-PROFIT EDUCATIONAL 2,500
    WHOLESOME WAVE
    855 MAIN STREET STE 910
    BRIDGEPORT,CT06604     		N/A NON-PROFIT CHARITABLE 40,000
    YELLOW BARN INC
    49 MAIN STREET
    PUTNEY,VT05346     		N/A NON-PROFIT PROMOTION OF ARTS 40,000
    Total .................................bullet 3a 550,000
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 68,174  
    4 Dividends and interest from securities....     14 140,106  
    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..... 525990 2,042 14 1,999  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 348,993  
    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).. 2,042 559,272 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    561,314
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-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 XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    7 US TREASURY TAX REFUND
    Form 990-PF (2018)
    Form 990-PF (2018)
    Page 13
    Part XVII
    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 instr.)?
    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 (2018)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    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
    2018
    Name of the organization
    FRESH SOUND FOUNDATION INC
     
    Employer identification number

    06-1428363
    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, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018) Page 2
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number
    06-1428363
    Part I
    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
    JOHN BURT  
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 34,387


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JEFFREY BURT  
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 35,135


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    LAURIE BURT  
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 35,750


    (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, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 3
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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
    1
    		 23 SHARES OF AMAZON $ 34,387 2018-12-19
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 105 SHARES OF ILLUMINA $ 35,135 2018-12-13
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 777 SHARES OF NOVO-NORDISK $ 35,750 2018-12-12
    (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, 990-EZ, or 990-PF) (2018)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2018)
    Page 4
    Name of organization
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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, 990-EZ, or 990-PF) (2018)

    Additional Data


    Software ID:  
    Software Version:  

    TY 2018 AccountingFeesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 25,187 25,187   0

    TY 2018 InvestmentsCorpBondsSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON 2.6% CORP BOND 99,908 99,747
    AMERICAN EXPRESS 2.2% 9,871 9,893
    AMPHENOL BOND 101,199 99,934
    ANHEUSER-BUSCH 4.0% 4,967 4,783
    AT&T 4.125% 4,940 4,886
    BANK OF AMERICA 4.0% 10,121 10,055
    BROADBRIDGE FINANCIAL SOLUTIONS 102,354 101,001
    CISCO SYS 11,155 10,155
    CITIGROUP 11,051 10,217
    COMCAST 3.15% 9,428 9,568
    CVS HEALTH 4.1% 4,981 4,950
    DEERE JOHN CAP CORP MED TERM 14,999 14,998
    ENBRIDGE INC 4.0% 4,984 5,025
    EXPRESS SCRIPTS BOND 100,315 99,574
    GENERAL MILLS 3.7% 4,984 4,971
    GOLDMAN SACHS 3.0% 4,894 4,842
    HOME DEPOT 10,132 9,895
    JP MORGAN CHASE 10,223 9,909
    MCCORMICK 2.7% 101,346 96,966
    MORGAN STANLEY 2.75% 4,819 4,865
    NOVARTIS CAP CORP 9,947 9,687
    NVIDIA CORP BOND 100,157 97,744
    PEPSICO 10,014 9,875
    QUALCOMM BOND 100,307 98,610
    ROCKWELL AUTOMATION BOND 100,038 98,898
    SALESFORCE 100,246 100,514
    SHELL INTERNATIONAL FINANCE 9,957 9,860
    SOLARCITY BOND 100,000 98,402
    STRYKER CORP BOND 100,226 99,843
    TORONTO DOMINION BANK 10,073 9,945
    UNITED HEALTH GROUP 2.7% 9,957 9,964
    VERIZON 5.15% 5,410 5,322
    ZIMMER BIONET BOND 100,195 99,046

    TY 2018 InvestmentsCorpStockSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 78,932 108,495
    ACCENTURE PLC IRELAND 82,511 67,685
    ALPHABET CLASS A 65,410 114,946
    AMAZON 38,197 184,742
    AMGEN 71,281 90,522
    ANALOG DEVICES 64,890 85,830
    APPLE 84,081 115,939
    APTARGROUP INC 30,123 131,698
    AUTOMATIC DATA PROCESSING 43,920 91,784
    AVALONBAY COMMUNITIES 58,755 68,750
    BERKSHIRE HATHAWAY 82,549 86,981
    BIOGEN 50,651 52,661
    CANADIAN NATIONAL RAILWAY 11,828 118,576
    CISCO SYSTEMS 48,361 93,160
    COHEN & STEERS LTD 313,446 282,112
    COSTCO 62,749 84,336
    CVS CAREMARK CORP 45,166 88,452
    DANAHER CORP 61,945 61,872
    ECOLAB 72,331 72,938
    FIRST REP BANK SAN FRANCISCO 20,346 97,676
    FISERV 62,873 67,978
    GOOGLE INC. CLASS A 45,670 161,969
    HALMA 50,451 60,802
    HASBRO INC 72,352 73,125
    HEXCEL CORP 75,760 80,276
    HORACE MANN EDUCATORS 68,614 66,212
    HP INC 70,171 67,313
    HUMANA INC 47,479 76,777
    ILLUMINA INC 24,677 143,966
    INTEL CORP 37,404 93,860
    JOHNSON & JOHNSON 47,838 116,145
    KERRY GROUP PLC 34,709 34,609
    KONONKLIJKE 73,360 61,250
    LOREAL EURO 48,002 46,000
    MARKETAXESS HLDGS 42,604 147,917
    MARRIOTT INTERNATIONAL 31,022 44,510
    MASTERCARD 79,516 169,785
    MCCORMICK 61,045 89,392
    MEDTRONIC 75,779 87,776
    MERCK & CO. 86,218 112,399
    MICROSOFT 75,072 128,689
    MSCI INC 73,771 73,715
    NESTLE ADR 32,799 97,140
    NEW YORK TIMES 45,764 40,122
    NEXTERA ENERGY 74,512 83,434
    NIKE 41,195 53,752
    NOVARTIS 80,248 96,536
    NOVO-NORDISK 923 35,796
    NOVOZYMES 12,287 94,416
    PAYPAL 37,752 98,133
    PAYPAL HOLDINGS 61,784 96,704
    PEPSICO 93,220 99,101
    PNC FINANCIAL SERVICES 55,542 66,288
    ROCKWELL AUTOMATION 83,289 120,384
    STARBUCKS 96,207 117,015
    STRYKER 75,741 74,456
    TELADOC HEALTH 52,576 54,527
    THE CONTACT FUND 75,000 75,000
    TOMRA SYSTEMS 53,659 152,070
    UNION PACIFIC 61,941 77,409
    UNITED PARCEL SERVICE 86,781 80,462
    VARIAN MEDICAL SYSTEMS 37,856 124,641
    VERIZON COMMUNICATIONS 144,330 168,660
    VERMONT COMMUNITY LOAN FUND 75,000 75,000
    VISA 60,129 85,761
    WASTE MANAGEMENT INC 70,658 73,417
    XYLEM INC 71,278 66,720
    XYLEM INC. 61,074 120,096

    TY 2018 InvestmentsGovtObligationsSch
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    US Government Securities - End of Year Book Value:

    296,290
    US Government Securities - End of Year Fair Market Value:

    295,441
    State & Local Government Securities - End of Year Book Value:


    90,897
    State & Local Government Securities - End of Year Fair Market Value:


    89,989


    TY 2018 InvestmentsOtherSchedule2
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    BLACKSTONE GROUP AT COST 91,932 94,945
    COLCHIS MARLETTE INCOME FUND AT COST 243,567 251,586
    HIGHWATER GLOBAL FUND, LLC AT COST 290,749 306,057
    INCOME & IMPACT FUND AT COST 349,996 355,331
    ISHARES TIPS BOND FUND AT COST 331,528 319,331
    MARLETTE FUNDING AT COST 37,700 37,700
    SELF HELP CREDIT CD AT COST 50,014 49,673
    SUN INITIATIVE FINANCING AT COST 50,000 50,000
    SUNWEALTH NOTE POOL 1 AT COST 23,130 25,000

    TY 2018 OtherDecreasesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Amount
    NET ASSET ADJUSTMENT 92,055
    PARTNERSHIP UNREALIZED LOSS 44,888


    TY 2018 OtherExpensesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 64 64   0
    PHILANTHROPIC ADVISORY 57,164 0   57,164
    CONFERENCES AND MEETINGS 949 0   0
    PHILANTHROPIC ADVISORY SERVICES 16,444 0   16,444
    WEB DESIGN SERVICES 280 0   0
    PARTNERSHIP INVESTMENT EXPENSES 10,930 10,930   0


    TY 2018 OtherIncomeSchedule2
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 1,999 1,999  
    PARTNERSHIP INCOME 2,042 0  


    TY 2018 OtherIncreasesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Amount
    FEDERAL TAX REFUND 22,459


    TY 2018 OtherProfessionalFeesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 45,976 45,976   0


    TY 2018 TaxesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 3,323 3,323   0
    FEDERAL TAXES 17,994 0   0