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
2019
Open to Public Inspection
For calendar year 2019, or tax year beginning 01-01-2017 , and ending 12-31-2017
Name of foundation
THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O FIDUCIARY TRUST CO INTL - 280 P
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

06-1501640
B Telephone number (see instructions)

(212) 632-3000
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$11,754,907J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 235,925 232,133  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 144,466
b Gross sales price for all assets on line 6a 822,077
7 Capital gain net income (from Part IV, line 2)... 144,466
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 6,670 -8,553  
12 Total. Add lines 1 through 11........ 387,061 368,046  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 3,300 0 0 3,300
c Other professional fees (attach schedule).... Click to see attachment 52,134 41,778   10,356
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 26,874 1,874   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule).......        
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 82,308 43,652 0 13,656
25 Contributions, gifts, grants paid....... 445,146 445,146
26 Total expenses and disbursements. Add lines 24 and 25 527,454 43,652 0 458,802
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -140,393
b Net investment income (if negative, enter -0-) 324,394
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2019)
Form 990-PF (2019)
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.............   100,171 100,171
2 Savings and temporary cash investments......... 421,080 105,674 105,674
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 98,324    
b Investments—corporate stock (attach schedule)....... 5,669,137 Click to see attachment5,730,577 9,633,878
c Investments—corporate bonds (attach schedule)....... 983,092 Click to see attachment1,079,177 1,081,453
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 802,750 Click to see attachment802,750 833,731
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) 7,974,383 7,818,349 11,754,907
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 7,974,383 7,818,349
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 7,974,383 7,818,349
30 Total liabilities and net assets/fund balances (see instructions). 7,974,383 7,818,349
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
7,974,383
2
Enter amount from Part I, line 27a .....................
2
-140,393
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,833,990
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
15,641
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
7,818,349
Form 990-PF (2019)
Form 990-PF (2019)
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 2300. TARGET CORP   2015-09-16 2017-03-02
b 3000. MATTEL INC.   2016-11-09 2017-04-17
c 455. APPLE COMPUTER INC NPV   2011-03-11 2017-05-26
d 6799.001 OAK RIDGE SMALL CAP GROWTH FUND CL I   2011-02-03 2017-06-06
e 1000. MICROCHIP TECHNOLOGY INC   2015-08-21 2017-06-06
.4545 BRIGHTHOUSE FINANCIAL INC   2015-08-04 2017-08-07
250. ROCKWELL INTL CORP NEW   2015-02-11 2017-11-01
1925. SCHLUMBERGER LTD   2015-02-06 2017-12-14
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 133,364   166,534 -33,170
b 75,261   92,732 -17,471
c 69,888   22,887 47,001
d 243,472   158,000 85,472
e 84,313   39,670 44,643
26   31 -5
49,146   28,858 20,288
120,305   168,899 -48,594
      46,302
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       -33,170
b       -17,471
c       47,001
d       85,472
e       44,643
      -5
      20,288
      -48,594
       
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 2 144,466
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))
2018 424,963 9,377,775 0.045316
2017 570,824 10,761,973 0.053041
2016 405,855 9,840,805 0.041242
2015 388,771 8,278,059 0.046964
2014 382,930 7,714,624 0.049637
2
Total of line 1, column (d) .....................
2
0.2362
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
0.04724
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
11,165,296
5
Multiply line 4 by line 3......................
5
527,449
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
3,244
7
Add lines 5 and 6........................
7
530,693
8
Enter qualifying distributions from Part XII, line 4,.............
8
458,802
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 (2019)
Form 990-PF (2019)
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 6,488
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 6,488
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 6,488
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 16,842
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  
7 Total credits and payments. Add lines 6a through 6d.............. 7 16,842
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 10,354
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet10,354 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part 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 2019 or the taxable year beginning in 2019? 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 (2019)
    Form 990-PF (2019)
    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 addressbullet  
    14
    The books are in care ofbulletCHARLES DE SIEYES Telephone no.bullet (212) 632-3000

    Located atbullet35 OLD POWERHOUSE ROADFALMOUTHME ZIP+4bullet04105
    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 2019, 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 2019?.............
    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 2019, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2019?.............
    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
     
    No
    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 2019 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 2019.)..................
    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 2019?
    4b
     
    No
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    CHARLES J DE SIEYES PRES DIRECTOR
    10     		0    
    C/O FTCI 280 Park Ave
    NEW YORK,NY10017
    DAVID C DE SIEYES VP DIRECTOR
    10     		0    
    C/O FTCI 280 Park Ave
    NEW YORK,NY10017
    J C DAVID HADDEN DIRECTOR
    10     		0    
    C/O FTCI 280 Park Ave
    NEW YORK,NY10017
    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 (2019)
    Form 990-PF (2019)
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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
    10,853,447
    b
    Average of monthly cash balances.......................
    1b
    481,879
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,335,326
    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
    11,335,326
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    170,030
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,165,296
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    558,265
    Part XI
    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 X, line 6....................
    1
    558,265
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    6,488
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,488
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    551,777
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    551,777
    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
    551,777
    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
    458,802
    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
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    458,802
    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
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    458,802
    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 (2019)
    Form 990-PF (2019)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2018     		(c)
    2018     		(d)
    2019
    1 Distributable amount for 2019 from Part XI, line 7 551,777
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 452,492
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014...... 0
    b From 2015...... 0
    c From 2016...... 0
    d From 2017...... 0
    e From 2018...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 458,802
    a Applied to 2018, but not more than line 2a 452,492
    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 2019 distributable amount..... 6,310
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2019. 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 0
    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 2018. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2019. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2020 ..........     		545,467
    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 2014 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2020.
    Subtract lines 7 and 8 from line 6a ......     		0
    10 Analysis of line 9:
    a Excess from 2015.... 0
    b Excess from 2016.... 0
    c Excess from 2017.... 0
    d Excess from 2018.... 0
    e Excess from 2019.... 0
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 2019, 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) 2019 (b) 2018 (c) 2017 (d) 2016
             
    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).)
    CHARLES J DE SIEYES
    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.
    NONE
    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 (2019)
    Form 990-PF (2019)
    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
    ANCHOR TO WINDWARD INCORPORATED
    C/O MARBLEHEAD COUNSELING CENTER P
    Marblehead,MA01945     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    AGAWAM COUNCIL
    AGAWAM COUNCIL 30 FIELDSTONE LANE
    HANOVER,MA023391941     		NONE PC FOR ORGANIZATION'S EXEMPT 1,500
    ACTION INC
    180 MAIN STREET
    GLOUCHESTER,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    CAPE ANN HABITAT FOR HUMANITY
    121 HABITAT STREET
    Americus,GA31709     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    ALZHEIMER'S DISEASE AND RELATED
    DISORDERS ASSOC - IL
    8430 W BRYN MAWR AVE UNIT 800
    CHICAGO,IL606313473     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    AMERICAN CANCER SOCIETY INC
    NEW ENGLAND DIVISION INC ONE BOW
    Topsham,ME040861240     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    BEVERLY BOOTSTRAPS FOOD PANTRY
    371 CABOT STREET
    Beverly,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    BOSTON BALLET INC
    19 CLARENDON STREET
    BOSTON,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    BOSTON SYMPHONY ORCHESTRA
    ATTENTION EMILY M REEVES SYMPHON
    BOSTON,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    BROOKWOOD SCHOOL INC
    ONE BROOKWOOD ROAD
    Manchester,MA01944     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    DAMON RUNYON CANCER RESEARCH
    FOUNDATION
    ONE EXCHANGE PLAZA 55 BROADWAY SU
    New York,NY10006     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    THE CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    Newton,MA024582597     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    CHILDREN'S HOSPITAL CORPORATION
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    CHRIST CHURCH PARISH DAY SCHOOL
    149 ASBURY STREET
    South Hamilton,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT 200
    CITIZEN'S FOR ADEQUATE HOUSING INC
    40 WASHINGTON ST
    Peabody,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    COMMUNITY SERVINGS INC
    18 MARBURY TERRACE
    Jamaica Plain,MA02130     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    DANA FARBER CANCER INSTITUTE
    44 BINNEY STREET
    Boston,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    EPILEPSY FOUNDATION
    8301 PROFESSIONAL PLACE
    Landover,MD20785     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    EPILEPSY FOUNDATION OF
    MASSACHUSETTS AND RHODE ISLAND
    540 GALLIVAN BLVD 2ND FLOOR
    Boston,MA02124     		NONE PC FOR ORGANIZATION'S EXEMPT 10,000
    ESSEX COUNTY TRAIL ASSOCIATION
    29 NORTH MAIN STREET
    Ipswich,MA019382217     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    FRIENDS OF NORTHSHORE EDUCATION
    112 SOHIER RD
    Beverly,MA019155534     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    GREEN MOUNTAIN HORSE ASSOCIATION
    5491 SOUTH ROAD
    Woodstock,VT05071     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    FRENCH LIBRARY & CULTURAL CENTER
    53 MARLBOROUGH STREET
    Boston,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    LAKE FOREST COLLEGE
    555 NORTH SHERIDAN ROAD
    Lake Forest,IL60045     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    MARINE MAMMAL CONSERVANCY
    PO BOX 1625
    Key Largo,FL33037     		NONE PC FOR ORGANIZATION'S EXEMPT 10,000
    MASSACHUSSETS AUDUBON SOCIETY
    280 ELIOT ST
    Natick,MA01760     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    MASSACHUSSETS EYE & EAR
    INFIRMARY
    243 CHARLES STREET
    Boston,MA02114     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    HAMILTON HOUSING AUTHORITY
    JULIE MARTINEAU EXECUTIVE DIRECTOR
    Hamilton,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    HAMILTON TOWN HALL- HAMILTON
    FOUNDATION
    577 BAY ROAD PO BOX 429
    HAMILTON,MA01936     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    HAMILTON - WENDHAM EDUCATION FUND
    PO BOX 2433
    S Hamilton,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    KENTS HILL SCHOOL
    1614 MAIN STREET
    Kents Hil,ME04349     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    MASSACHUSSETS SPECIAL OLYMPICS
    512 FOREST STREET
    Marlborough,MA01752     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    MEDIC ALERT FOUNDATION
    2323 COLORADO AVENUE
    Turlock,CA95382     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    MONTSERRAT COLLEGE OF ART
    23 ESSEX STREET PO BOX 26
    Beverly,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    Boston,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    MUSEUM OF MODERN ART
    11 W 53RD ST
    NEW YORK,NY10019     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    MUSCULAR DYSTROPHY ASSOCIATION
    3300 E SUNRISE DRIVE
    Tucson,AZ85718     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    NATIONAL CHILDREN'S CANCER SOCIETY
    ONE SOUTH MEMORIAL DRIVE SUITE 800
    ST LOUIS,MO63102     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    NEW ENGLAND AQUARIUM CORPORATION
    ONE CENTRAL WHARF
    BOSTON,MA021103309     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    NEW ENGLAND CONSERVATORY OF MUSIC
    290 HUNTINGTON AVENUE
    Boston,MA021155018     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    NOAH'S WISH
    PO BOX 4288
    El Dorado Hills,CA95762     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    NAMI CAPE ANN
    43 GLOUCESTER AVE 2A
    Gloucester,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    NORTH SHORE ELDER SERVICES INC
    152 SYLVAN STREET UNIT 1
    DANVERS,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    NORTH SHORE HEALTH PROJECT
    67 MIDDLE STREET UNIT 99
    Gloucester,MA019305763     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    NORTH SHORE UNITED WAY
    248 CABOT STREET
    Beverly,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    NORTH SHORE COMMUNITY COLLEGE
    FOUNDATION
    1 FERNCROFT ROAD
    Danvers,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    SCHOOL'S OUT
    284 BAY ROAD
    SOUTH HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    SMILE TRAIN INC
    41 MADISON AVENUE 28TH FLOOR
    NEW YORK,NY10010     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    SUSAN B ANTHONY PROJECT
    179 WATER STREET
    Torrington,CT067900846     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    NORTHFIELD MOUNT HERMON SCHOOL
    ONE LAMPLIGHTER WAY
    Mount Hermon,MA01354     		NONE PC FOR ORGANIZATION'S EXEMPT 7,000
    OASIS SANCTUARY FOUNDATION
    PO BOX 2166
    Scottsdale,AZ85252     		NONE EXEMPT FOR ORGANIZATION'S EXEMPT 100
    THE OPEN DOOR OF HOSPITALITY INC
    28 REAR EMERSON AVENUE
    Gloucester,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    PEABODY ESSEX MUSEUM
    161 ESSEX STREET
    Salem,MA01970     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    PLANNED PARENTHOOD LEAGUE OF
    MASSACHUSSETS
    1055 COMMONWEALTH AVE
    BOSTOM,MA022151001     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    ROSIE'S PLACE
    889 HARRISON AVE
    Boston,MA021184004     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    JEANNE GEIGER CRISIS CENTER
    2 HARRIS STREET
    NEWBURYPORT,MA01950     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    SYLVIA'S HAVEN INC
    7 FOSTER ST UNIT 29
    Revere,MA021513419     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    UNITED STATES EQUESTRIAN FEDERATION
    4047 IRON WORKS PARKWAY
    Lexington,KY40511     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    THAYER SCHOOL OF ENGINEERING
    DARTMOUTH COLLEGE 8000 CUMMINGS HA
    Hanover,NH037559914     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    Gloucester,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    WENHAM HISTORICAL ASSOCIATION
    & MUSEUM
    132 MAIN STREET
    Wenham,MA01984     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    WGBH EDUCATIONAL FOUNDATION
    125 WESTERN AVENUE
    Boston,MA01984     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-38
    Urbana,IL61801     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    WINDRUSH FARM THERAPEUTIC
    EQUITATION
    479 LACY ST
    North Andover,MA01845     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    BIG BROTHERS BIG SISTERS
    195 LANCASTER STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    ASPEN HISTORICAL SOCIETY
    200 E BLEEKER ST
    ASPEN,CO81611     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    ATLANTIC SALMON FEDERATION
    CONSERVATION
    PO BOX 807
    Calais,ME046199975     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    CASE WESTERN RESERVE UNIVERSITY
    (MED)
    10900 EUCLID AVENUE CLEVELAND
    CLEVELAND,OH441064923     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    BOYS AND GIRLS CLUB OF GREATER
    PORTLAND
    PO BOX 7830
    Portland,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    CENTER FOR GRIEVING CHILDREN
    PO BOX 1438
    Portland,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    COLORADO COLLEGE ANNUAL
    FUND
    COLORADO COLLEGE 14 EAST CACHE LA
    Colorado Springs,CO80903     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    CASE WESTERN RESERVE UNIVERSITY
    (U-GRAD)
    10900 EUCLID AVENUE
    Cleveland,OH441064923     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    DEERFIELD ACADEMY (ANN'L FUND)
    PO BOX 87
    Deerfield,MA013420306     		NONE PC FOR ORGANIZATION'S EXEMPT 25,000
    CURAMERICAS (FORMERLY ANDEAN RURAL
    /HEALTH)
    318 W MILLBROOK RD SUITE 105
    RALEIGH,NC27609     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    FALMOUTH EDUCATION FOUNDATION
    PO BOX 1061
    FALMOUTH,MA02541     		NONE PC FOR ORGANIZATION'S EXEMPT 10,000
    DOCTORS WITHOUT BORDERS
    333 7TH AVENUE
    New York,NY100015004     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    FAMILY CRISIS CENTER
    PO BOX 704
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    FAMILY ICE CENTER ANNUAL FUND
    PO BOX 6127
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    PROJECT FEED
    202 WOODFORD STREET
    Portland,ME04103     		NONE PC FOR ORGANIZATIONS EXEMPT 10,000
    FAMILY PLANNING ASSOCIATION
    OF MAINE
    PO BOX 587
    AUGUSTA,ME04332     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    FOOD RUNNERS
    2579 WASHINGTON STREET
    SAN FRANCISCO,CA94115     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    PSRMAINE
    PO BOX 1771
    Portland,ME04104     		NONE PC FOR ORGANIZATIONS EXEMPT 250
    FRIENDS OF CASCO BAY CAMPAIGN
    2 FORT ROAD
    SOUTH PORTLAND,ME04106     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    FARM & WILDERNESS
    263 FARM WILDERNESS
    Road Plymouth,VT050569434     		NONE PC FOR ORGANIZATION'S EXEMPT 1,500
    GOOD SHEPARD FOOD BANK
    PO BOX 1807
    Auburn,ME042111807     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    GREATER PORTLAND LANDMARKS
    165 STATE STREE
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    SAFE
    PO BOX 206
    Freeport,ME04032     		NONE PC FOR ORGANIZATIONS EXEMPT 500
    HISTORICAL SOCIETY OF FALMOUTH
    MAINE
    190 US ROUTE ONE PMB 367
    Falmouth,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    HOSPICE OF SOUTHERN MAINE
    465 CONGRESS STREET SUITE 600
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    SALVATION ARMY
    PO BOX 3647
    Portland,ME04104     		NONE PC FOR ORGANIZATIONS EXEMPT 5,000
    IMMIGRANT LEGAL ADVOCACY
    PO BOX 17917
    Portland,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    HABITAT FOR HUMANITY - EAST BAY
    PO BOX 10505
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 2,500
    HABITAT FOR HUMANITY SANTA CRUZ
    1007 CEDAR STREET
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT 3,750
    SEEDS OF PEACE
    370 LEXINGTON AVE SUITE 1201
    NEW YORK,NY10017     		NONE PC FOR ORGANIZATIONS EXEMPT 500
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    HEIFER PROJECT INTERNATIONAL
    1015 LOUISIANA STREET
    Little Rock,AR72202     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    IRIS NETWORK
    185 PARK AVENUE
    Portland,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    JESSIE B-C FUND
    17 JESSIES LANE
    Cumberland,ME04021     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    SAN FRANCISCO BAYKEEPER
    785 MARKET STREET SUITE 850
    San Francisco,CA94103     		NONE PC FOR ORGANIZATIONS EXEMPT 500
    JUILLIARD SCHOOL OF MUSIC
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY100236588     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    KIEVE AFFECTION EDUCATION INC
    PO BOX 169
    Nobleboro,ME045550169     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    SNOWMASS COMMUNITY FUND
    PO BOX 5566
    Snowmass Village,CO81615     		NONE PC FOR ORGANIZATIONS EXEMPT 500
    KIVA
    3180 18TH STREET SUITE 201
    San Francisco,CA94110     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    MAINE COAST HERITAGE TRUST
    ONE MAIN STREET
    Topsham,ME04086     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    MAINE COLLEGE OF ART
    (CAPITAL CAMPAIGN)
    97 SPRING STREET
    Portland,ME041013897     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    SNOWMASS-WILDCAT FIREFIGHTERS ASSN
    PO BOX 6436
    Snowmass Village,CO81615     		NONE PC FOR ORGANIZATIONS EXEMPT 1,000
    KONBIT SANTE CAP - HAITIEN HEALTH
    PO BOX 11281
    Portland,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    LONG ISLAND LIBRARY
    PO BOX 252
    Long Island,ME04050     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    MADD
    PO BOX 10165
    Des Moines,IA503400165     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    SENIORS INDEPENDENT INC
    0275 CASTLE CREEK ROAD
    Aspen,CO81611     		NONE PC FOR ORGANIZATIONS EXEMPT 1,000
    MAINE AUDUBON SOCIETY
    PO BOX 6009
    Falmouth,ME041056009     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    MAINE FARMLAND TRUST
    PO BOX 1597
    Bucksport,ME04416     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    STANFORD UNIVERSITY
    326 GALVEZ ST
    STANFORD,CA94305     		NONE PC FOR ORGANIZATIONS EXEMPT 2,000
    MAINE HISTORICAL SOCIETY
    489 CONGRESS STREET
    Portland,ME041013498     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    MAINE HUTS AND TRAILS
    375 N MAIN ST
    Kingfield,ME04947     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    MMC (ANNUAL FUND)
    22 BRAMHALL STREET
    Portland,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    MAINE NARROW GAUGE RAILROAD
    & MUSEUM
    58 FORE STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    288 MAIN STREET
    Lander,WY82520     		NONE PC FOR ORGANIZATION'S EXEMPT 750
    MERCY HOSPITAL (ANNUAL FUND)
    144 STATE STREET
    Portland,ME041013795     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    NATURE CONSERVANCY
    CALIFORNIA CHAPTER
    201 MISSION STREET 4TH FLOOR
    San Francisco,CA941051832     		NONE PC FOR ORGANIZATION'S EXEMPT 18,250
    OXFAM AMERICA
    PO BOX 1745
    Boston,MA02105     		NONE PC FOR ORGANIZATION'S EXEMPT 1,500
    PENINSULA OPEN SPACE TRUST
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    PORTLAND COMMUNITY FREE CLINIC
    103 INDIA STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    PORTLAND SYMPHONY ORCHESTRA
    PO BOX 3573
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    PORTLAND MUSEUM OF ART
    (CONTRIBUTI NG/CATEGORY)
    SEVEN CONGRESS SQUARE
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    PORTLAND PUBLIC LIBRARY
    FIVE MONUMENT SQUARE
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    PORTLAND STAGE COMPANY
    25A FOREST AVENUE PO BOX 1458
    Portland,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    THE STEEL YARD
    27 SIMS AVE
    Providence,RI02909     		NONE PC FOR ORGANIZATIONS EXEMPT 100
    SURFRIDER FOUNDATION
    SANTA CRUZ
    2222 E CLIFF DR 234
    SANTA CRUZ,CA95062     		NONE PC FOR ORGANIZATIONS EXEMPT 1,000
    SOCIETY FOR THE PROTECTION
    NH FORESTS
    54 PORTSMOUTH STREET
    Concord,NH033019965     		NONE PC FOR ORGANIZATIONS EXEMPT 1,000
    MAINE STATE MUSIC THEATRE
    22 ELM STREET
    Brunswick,ME04011     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    SOUTHERN MAINE AGENCY OF AGING
    PO BOX 10480 307 CUMBERLAND AVENUE
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATIONS EXEMPT 3,000
    ST FRANCIS OF ASSISI
    ST FRANCIS OF ASSISI PO BOX 38160
    Tallahassee,FL323158160     		NONE PC FOR ORGANIZATIONS EXEMPT 1,000
    TROUT UNIT - COLDWATER
    CONSERVATION FUND
    SUITE 310 1500 WILSON BOULEVARD
    Arlington,VA222092404     		NONE PC FOR ORGANIZATIONS EXEMPT 2,000
    THE UCSB FOUNDATION
    UNIVERSITY OF CALIFORNIA
    Santa Barbara,CA931062013     		NONE PC FOR ORGANIZATIONS EXEMPT 250
    VNA HOME HEALTH CARE
    144 STATE STREET
    PORTLAND,ME041019942     		NONE PC FOR ORGANIZATIONS EXEMPT 2,000
    TROUT UNLIMITED
    SEBAGO
    PO BOX 8401
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATIONS EXEMPT 250
    UNITED WAY OF GREATER PORTLAND
    1 CANAL PLAZA 300
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATIONS EXEMPT 2,500
    UMBRELLA CO BIKE ECONOMICS
    820 SW 2ND AVE SUITE 200
    PORTLAND,OR97204     		NONE PC FOR ORGANIZATIONS EXEMPT 400
    AMERICAN RED CROSS NATIONAL
    HEADQUARTERS
    524 FOREST AVENUE
    Portland,ME04101     		NONE PC ORGANIZATION'S EXEMPT 1,000
    VITA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GEORGIA,CA94074     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    THE NATURE CONSERVANCY
    14 MAINE ST 401
    BRUNSWICK,ME04011     		NONE PC FOR ORGANIZATION'S EXEMPT 10,000
    PROCTOR ACADEMY
    204 MAIN ST
    ANDOVER,NH03216     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    THE GLOUCESTER ADVENTURE
    4 HARBOR LOOP
    GLOUCESTER,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT 2,500
    THE COMMUNITY HOUSE
    15 BORAGE PL
    FOREST HILLS,NY11375     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    SERVICE DOG PROJECT
    37 BOXFORD RD
    Ipswich,MA01938     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    NAPA VALLEY COLLEGE FOUNDATION
    2277 NAPA VALLEJO HWY 1037
    Napa,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT 10,500
    TH JACKIE ROBINSON FOUNDATION
    ONE HUDSON SQUARE 75 VARICK STREET
    NEW YORK,NY10013     		NONE PC FOR ORGANIZATIONS EXEMPT 2,000
    BRIGHAM AND WOMEN'S HOSPITAL
    DEVELOPMENT OFFICE 116 HUNTINGTON
    BOSTON,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    NORTHEAST HEALTH FOUNDATION
    85 HERRICK STREET
    Beverly,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    NORTHEAST ARC
    64 HOLTEN ST
    DANVERS,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    NAPA HUMANE SOCIETY
    3265 CALIFORNIA BLVD
    Napa,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT 5,376
    MY LIFE MY CHOICE
    989 COMMONWEALTH AVENUE
    Boston,MA02215     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    QUEEN OF THE VALLEY MEDICAL CENTER
    MS ELAINE JOHN 1000 TRANCAS STREE
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    THE SHOE THAT GROWS
    1224 1ST ST S SUITE 301
    Nampa,ID83651     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    THOROUGHBRED RETIREMENT FOUNDATION
    PO BOX 834
    Saratoga Springs,NY12866     		NONE PC FOR ORGANIZATION'S EXEMPT 2,500
    TOYS FOR TOTS
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NONE PC FOR ORGNANIZATION'S EXEMPT 500
    TRUSTEES OF RESERVATIONS
    572 ESSEX STREET
    BEVERLY,MA019151530     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    VFW
    PO BOX 8958
    Topeka,KS666088958     		NONE PC FOR ORGNANIZATION'S EXEMPT 1,000
    Y CAMP IN IPSWICH
    C/O GERRY BEAUCHAMP 110 COUNTY ROA
    Ipswich,MA01938     		NONE PC FOR ORGANIZATION'S EXEPT 2,000
    AFS MAINE AMERICANS ABROAD FUND
    120 WALL STREET 4TH FL
    New York,NY10005     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    ASPEN COMMUNITY CHURCH
    200 E BLEEKER ST
    ASPEN,CO81611     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    CHARLES M BELISLE SCHOLARSHIP
    272 CONGRESS STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    COMPASS PROJECT
    858 E 29TH STREET
    BROOKLYN,NY11210     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    Daniel Cardillo Charitable Fund
    185 HALL ST 1518
    BROOKLYN,NY11205     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    Goodwill Industries of Northern New Engl
    75 WASHINGTON AVE SUITE 300
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL ST
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    ACCORD FOOD PANTRY
    PO BOX 2203
    S HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    Alzheimer Foundation of America
    322 8TH AVENUE 7TH FLOOR
    NEW YORK,NY10001     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    Bridgewell-Sovner Center
    125 LIBERTY ST
    DANVERS,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    CURE (Citizens United in Research for Ep
    223 W ERIE SUITE 2 SW
    Chicago,IL60654     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    ESSEX COUNTY GREENBELT
    82 EASTERN AVE
    Essex,MA02124     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    JOHNNY MILLER CHAP FOUNDATION
    PO BOX 970488
    OREM,UT84097     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    KATE RISLEY FOUNDATION
    ATTENTION JOHN RISLEY 29 COLUMBUS
    Northampton,VA010604252     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    MSPCA
    MSPCA-ANGELL HEADQUARTERS
    Boston,MA02130     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    MOUNT GEORGE ELEMENTARY SCHOOL
    1019 SECOND AVENUE
    Napa,CA945583938     		NONE PC FOR ORGANIZATION'S EXEMPT 4,620
    JANE GOODALL INSTITUTE
    8700 GEORGIA AVENUE SUITE 500
    Silver Spring,MD20910     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    LIFT 360
    132 SPRING ST
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    MAINE ACADEMY OF FAMILY PHYSICIANS
    PO BOX 424
    Hartland,ME04943     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    LONG ISLAND COMMUNITY CENTER
    REVITALIZATION PROJECT
    PO BOX 263
    LONG ISLAND,ME04050     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    MAINE CANCER FOUNDATION
    THE PINK TULIP PROJECT
    170 US ROUTE 1 SUITE 250
    Falmouth,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    MITCHELL INSTITUTE
    22 MONUMENT SQ SUITE 200
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE ST
    Augusta,ME04330     		NONE PC FOR ORGANIZATION'S EXEMPT 3,000
    OPPORTUNITY ALLIANCE
    50 LYDIA LANE
    South Portland,ME04106     		NONE PC FOR ORGANIZATION'S EXEMPT 2,500
    PISACANO LEADERSHIP FOUNDATION
    2228 YOUNG DRIVE
    Lexington,KY40505     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    PORTLAND ARTS AND CULTURAL ALLIANCE
    549 CONGRESS STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 100
    PORTLAND ENGLISH AS A SECOND LANGUAGE
    PO BOX 281
    Portland,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    ST LAWRENCE ARTS CENTER
    76 CONGRESS STREET
    Portland,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    TATE HOUSE MUSEUM
    1267 WESTBROOK ST
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    UNIVERSITY OF NEW ENGLAND
    GALLERY OF ART
    716 STEVENS AVENUE
    Portland,ME04103     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    SURFRIDER FOUNDATION
    122 SOUTH EL CAMINO REAL 67
    San Clemente,CA92672     		NONE PC FOR ORGANIZATION'S EXEMPT 500
    TROUT UNLIMITED STEINBECK COUNTRY
    76 VALLE VISTA
    Carmel Valley,CA93924     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    COMMUNITY FOUNDATION OF SANTA CRUZ
    7807 SOQUEL DRIVE
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT 2,500
    UNIVERSITY OF CALIFORNIA AT SANTA CRUZ
    UC SANTA CRUZ 1156 HIGH STREET
    SANTA CRUZ,CA95064     		NONE PC FOR ORGANIZATION'S EXEMPT 200
    APTOS SPORTS FOUNDATION
    9119 SOQUEL DR
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT 250
    SPCA OF SANTA CRUZ
    PO BOX 3800
    SANTA CRUZ,CA95063     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    PLANNED PARENTHOOD SANTA CRUZ
    1119 PACIFIC AVE SUITE 200
    Santa Cruz,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT 5,000
    KAZU
    100 CAMPUS CENTER BUILDING 201 RO
    Seaside,CA93955     		NONE PC FOR ORGANIZATION'S EXEMPT 4,000
    LAND TRUST OF SANTA CRUZ
    617 WATER STREET
    Santa Cruz,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    WALNUT AVE WOMEN'S CENTER
    303 WALNUT AVENUE
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT 1,500
    PAJARO VALLEY LOAVES AND FISHES
    150 SECOND STREET
    Watsonville,CA95087     		NONE PC FOR ORGANIZATION'S EXEMPT 1,000
    GREY BEARS
    2710 CHANTICLEER AVE
    Santa Cruz,CA95065     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    BIRDSONG NATURE CENTER
    2106 MERIDIAN RD
    Thomasville,GA31792     		NONE PC FOR ORGANIZATION'S EXEMPT 300
    SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORT
    703 PACIFIC AVE B
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT 200
    NATIVE ANIMAL RESCUE
    1855 17TH AVE
    SANTA CRUZ,CA95062     		NONE PC FOR ORGANIZATION'S EXEMPT 200
    OCEANSWIDE
    PO BOX 797
    Newcastle,ME04553     		NONE PC FOR ORGANIZATION'S EXEMPT 300
    SECOND HARVEST FOOD BANK
    800 OHLONE PARKWAY
    Watsonville,CA950767005     		NONE PC FOR ORGANIZATION'S EXEMPT 4,450
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    Monterey,CA93940     		NONE PC FOR ORGANIZATION'S EXEMPT 2,000
    Jacob's Heart Children's Cancer Support
    680 WEST BEACH STREET
    Watsonville,CA95076     		NONE PC FOR ORGANIZATION'S EXEMPT 200
    Horse & Heart Ranch
    5017 IRONWOOD DRIVE
    Soquel,CA95073     		NONE PC FOR ORGANIZATION'S EXEMPT 300
    RIEKES CENTER FOR HUMAN ENHACEMENT
    3455 EDISON WAY
    Menlo Park,CA94025     		NONE PC FOR ORGANIZATION'S EXEMPT 450
    Total .................................bullet 3a 445,146
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 ...........     		         
    4 Dividends and interest from securities....     14 235,925  
    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.....     14 6,670  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 144,466  
    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)..   387,061  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    387,061
    (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.)
    Form 990-PF (2019)
    Form 990-PF (2019)
    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 (2019)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2017 AccountingFeesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 3,300     3,300

    TY 2017 InvestmentsCorpBondsSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FTCI INV A/C - SEE ATTACHED    
    ANTHEM INC SR NY DTD 8/12/10 4 100,334  
    ISHARES INTERMEDIATE CREDIT BO 136,029  
    VANGUARD INTERMEDIATE TERM BON 175,221  
    FRANKLIN INVS SECS TOTAL RETRU 290,000  
    VANGUARD S/T INVEST GR-ADM DTD 279,269  
    STANLEY BLACK & DECKER INC EXP    
    FRANKLIN LIBERTY SHORT DURATIO 98,324  

    TY 2017 InvestmentsCorpStockSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 203,054  
    ABBVIE INC 41,473  
    ALPHABET INC CL A 6,206  
    ALPHABET INC CL C 6,205  
    AMAZON.COM INC 69,136  
    AMERICAN TOWER REIT INC    
    APPLE INC 91,668  
    BERKSHIRE HATHAWAY INC 109,256  
    BLACKROCK INC    
    BOEING CO 147,751  
    CELGENE CORP 90,758  
    CHURCH & DWIGHT INC 76,529  
    COSTCO WHOLESLAE CORP 142,312  
    DIAGEO PLC SPONSORED ADR 97,352  
    DISCOVER FINANCIAL SERVICES 162,869  
    DOW CHEMICAL CO    
    ENTERPRISE PRODUCTS PARTNERS L 101,257  
    EXXON MOBIL CORP 24,552  
    FACEBOOK INC CL A 85,230  
    GENERAL ELECTRIC CORP 229,674  
    GILEAD SCIENCES INC 61,484  
    JP MORGAN CHASE & CO 164,262  
    LILLY ELI & CO 2  
    LOWES COS INC 87,416  
    METLIFE INC 241,988  
    MICROCHIP TECHNOLOGY INC 120,743  
    MICROSOFT CORP 268,257  
    NESTLE S A SPONSORED ADR 209,770  
    NIKE INC CL B 28,863  
    REGENERON PHARMACEUTICALS INC 85,703  
    ROCHE HOLDINGS LTD 233,052  
    ROCKWELL AUTOMATION INC 132,969  
    ROYAL DUTCH PLC ADR 262,152  
    SCHLUMBERGER LTD    
    TARGET CORP    
    TJX COS INC NEW 94,618  
    UNITED TECHNOLOGIES CORP 124,843  
    VERIZON COMMUNICATIONS 153,759  
    FRANKLIN SMALL CAP VALUE FD 181,265  
    OAK RIDGE SMALL CAP GROWTH FUN    
    ANALOG DEVICES INC 188,738  
    CHUBB LTD 75,746  
    CISO SYSTEMS INC 177,438  
    COMCAST CORP CL A 98,513  
    MATTEL INC    
    MERCK & CO INC 209,682  
    PFIZER INC 166,729  
    AMERICAN TOWER REIT 106,239  
    BLACKROCK INC 91,855  
    BRIGHTHOUSE FINANCIAL INC 29,727  
    DOWDUPONT INC 185,886  
    WALT DISNEY CO. 33,306  
    ARISTISAN SMALL CAP FUND 230,290  

    TY 2017 InvestmentsGovtObligationsSch
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


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


     


    TY 2017 InvestmentsOtherSchedule2
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FRANKLIN K2 ALTERNATIVE STGIES AT COST 802,750  

    TY 2017 OtherDecreasesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Description Amount
    MUTUAL FUND CASH DIFFERENCE 367
    RETURN OF CAPITAL BASIS ADJUSTMENT 8,824
    2016 GRANT STOP PAYMENTS & REISSUE CHECK 6,450


    TY 2017 OtherIncomeSchedule2
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    ENTERPRISE PRODUCTS PARTNERS LP 6,670 -8,553  


    TY 2017 OtherProfessionalFeesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 352 352    
    FTCI INVESTMENT MANAGEMENT FEE 51,782 41,426   10,356


    TY 2017 TaxesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC XXX-XX-XXXX
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAX PAID 1,874 1,874   0
    FEDERAL EXCISE TAX 25,000 0   0