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 01-01-2019 , and ending 12-31-2019
Name of foundation
HENRY P KENDALL FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)176 FEDERAL STREET
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02110
A Employer identification number

04-6029103
B Telephone number (see instructions)

(617) 951-2555
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$94,326,986J 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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 1,856,510 1,857,195  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,196,237
b Gross sales price for all assets on line 6a 6,462,152
7 Capital gain net income (from Part IV, line 2)... 1,195,595
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 387,090 390,423  
12 Total. Add lines 1 through 11........ 3,439,837 3,443,213  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 408,604 0   408,604
14 Other employee salaries and wages...... 72,502 0   72,502
15 Pension plans, employee benefits....... 101,480 0   101,480
16a Legal fees (attach schedule)......... Click to see attachment 25,350 938   24,412
b Accounting fees (attach schedule)....... Click to see attachment 31,750 15,875   15,875
c Other professional fees (attach schedule).... Click to see attachment 476,095 210,303   265,792
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 153,153 1,511   151,642
19 Depreciation (attach schedule) and depletion... Click to see attachment 4,705 0  
20 Occupancy.............. 102,642 0   102,642
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see list of attachments 368,884 199,616   160,533
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,745,165 428,243   1,303,482
25 Contributions, gifts, grants paid....... 4,107,455 4,107,455
26 Total expenses and disbursements. Add lines 24 and 25 5,852,620 428,243   5,410,937
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -2,412,783
b Net investment income (if negative, enter -0-) 3,014,970
c Adjusted net income (if negative, enter -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............. 269,837 593,070 593,070
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet2,238,722
Less: allowance for doubtful accounts bullet   39,565 2,238,722 2,238,722
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) bullet241,682
Less: allowance for doubtful accounts bullet0 238,170 Click to see attachment241,682 241,682
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges.......... 9,249 5,676 5,676
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 83,734,133 Click to see attachment89,849,528 89,849,528
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 510,735 Click to see attachment1,327,205 1,327,205
14 Land, buildings, and equipment: basis bullet113,987
Less: accumulated depreciation (attach schedule) bullet56,124 14,595 Click to see attachment57,863 57,863
15 Other assets (describe bullet) Click to see attachment13,240 Click to see attachment13,240 Click to see attachment13,240
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 84,829,524 94,326,986 94,326,986
Liabilities 17 Accounts payable and accrued expenses.......... 31,277 30,567
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)......... 31,277 30,567
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........... 84,798,247 94,296,419
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........    
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)..... 84,798,247 94,296,419
30 Total liabilities and net assets/fund balances (see instructions). 84,829,524 94,326,986
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
84,798,247
2
Enter amount from Part I, line 27a .....................
2
-2,412,783
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,910,955
4
Add lines 1, 2, and 3 ..........................
4
94,296,419
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
94,296,419
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 SIGULER GUFF II - K-1 LONG TERM P   2019-12-31
b SIGULER GUFF III - K-1 SHORT TERM P   2019-12-31
c SIGULER GUFF III - K-1 LONG TERM P   2019-12-31
d SIGULER GUFF DISTRESSED OPPORTUNITIES FUND III LP - K-1 SECTION 1231 GAIN P   2019-12-31
e IR&M CORE BOND FUND II - K-1 SHORT TERM P   2019-12-31
IR&M CORE BOND FUND II - K-1 LONG TERM P   2019-12-31
CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 LOSS - NET SHORT TERM P   2019-12-31
CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1256 LOSS - NET LONG TERM P   2019-12-31
CANYON VALUE REALIZATION FUND, LP - K-1 SHORT TERM P   2019-12-31
CANYON VALUE REALIZATION FUND, LP - K-1 LONG TERM P   2019-12-31
CANYON VALUE REALIZATION FUND, LP - K-1 SECTION 1231 GAIN P   2019-12-31
HEITMAN AMERICA REAL ESTATE - K-1 NET LONG TERM P   2019-12-31
BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET SHORT TERM P   2019-12-31
BOSTON PARTNERS GLOBAL EQUITY - K-1 SECTION 1256 GAIN - NET LONG TERM P   2019-12-31
BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET SHORT TERM P   2019-12-31
BOSTON PARTNERS GLOBAL EQUITY FUND - K-1 - NET LONG TERM P   2019-12-31
PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET SHORT TERM P   2019-12-31
PARAMETRIC DEFENSIVE EQUITY FUND 1256 GAIN - NET LONG TERM P   2019-12-31
PARAMETRIC DEFENSIVE EQUITY FUND - K-1 - NET SHORT TERM P   2019-12-31
PARAMETRIC DEFENSIVE EQUITY FUND - K-1 - NET LONG TERM P   2019-12-31
HIGHBAR PARTNERS III, L.P. - NET LONG TERM P   2019-12-31
LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST - K-1 - NET SHORT TERM P   2019-12-31
LAZARD EMERGING MARKETS SMALL CAP EQUITY TRUST - K-1 - NET LONG TERM P   2019-12-31
RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - NET SHORT TERM P   2019-12-31
RENAISSANCE INSTITUTIONAL EQUITIES FUND LLC - NET LONG TERM P   2019-12-31
GLENDOWER CAPITAL SOF IV, LP - NET LONG TERM P   2019-12-31
INVESCO DB COMMODITY - K-1 - NET SHORT TERM P   2019-12-31
ENTERPRISE PRODUCTS PARTNERS L.P. - K-1 - SECTION 1231 LOSS P   2019-12-31
PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT P   2019-12-31
PUBLICLY TRADED SECURITIES - NORTHERN TRUST - HOUSE ACCOUNT P   2019-12-31
PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT P   2019-12-31
PUBLICLY TRADED SECURITIES - NORTHERN TRUST - RANGER SMA ACCOUNT P   2019-12-31
DISPOSAL OF POLYCOM VTX 1000 P 2006-10-06 2019-12-31
DISPOSAL OF DELL OPTIPLEX 780 P 2010-12-15 2019-12-31
DISPOSAL OF DELL OPTIPLEX 9020 P 2014-05-15 2019-12-31
DISPOSAL OF DELL LATITUDE E7440 P 2014-12-01 2019-12-31
DISPOSAL OF DELL LATITUDE E7440 P 2015-04-01 2019-12-31
CAPITAL GAINS 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 27,382     27,382
b     215 -215
c 2,833     2,833
d     2 -2
e 45,154     45,154
2,740     2,740
    2,575 -2,575
    3,863 -3,863
51,860     51,860
69,560     69,560
    280 -280
75,191     75,191
238     238
357     357
    80,106 -80,106
75,499     75,499
40,532     40,532
60,799     60,799
33,210     33,210
62     62
121,992     121,992
53,956     53,956
    84,234 -84,234
    19,097 -19,097
21,602     21,602
760     760
    635 -635
    7 -7
    761,075 -761,075
4,145,202   3,439,083 706,119
638,865   709,819 -70,954
186,262   165,444 20,818
  1,117 1,117 0
  935 935 0
  1,114 1,114 0
  1,716 1,716 0
  2,000 2,122 -122
808,096     808,096
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       27,382
b       -215
c       2,833
d       -2
e       45,154
      2,740
      -2,575
      -3,863
      51,860
      69,560
      -280
      75,191
      238
      357
      -80,106
      75,499
      40,532
      60,799
      33,210
      62
      121,992
      53,956
      -84,234
      -19,097
      21,602
      760
      -635
      -7
      -761,075
      706,119
      -70,954
      20,818
      0
      0
      0
      0
      -122
      808,096
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 1,195,595
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 4,577,322 94,177,820 0.048603
2017 4,068,305 91,094,449 0.044660
2016 4,225,080 86,845,977 0.048650
2015 4,431,058 88,311,045 0.050176
2014 4,466,992 85,696,224 0.052126
2
Total of line 1, column (d) .....................
2
0.244215
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
0.048843
4
Enter the net value of noncharitable-use assets for 2019 from Part X, line 5......
4
90,250,983
5
Multiply line 4 by line 3......................
5
4,408,129
6
Enter 1% of net investment income (1% of Part I, line 27b)...........
6
30,150
7
Add lines 5 and 6........................
7
4,438,279
8
Enter qualifying distributions from Part XII, line 4,.............
8
5,468,024
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 30,150
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 30,150
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 30,150
6 Credits/Payments:
a 2019 estimated tax payments and 2018 overpayment credited to 2019 6a 86,872
b Exempt foreign organizations—tax withheld at source...... 6b
c Tax paid with application for extension of time to file (Form 8868)... 6c 20,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 106,872
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 207
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 76,515
11 Enter the amount of line 10 to be: Credited to 2020 estimated taxBullet76,515 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
 
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)
    bulletMA
    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. Click to see attachment...............................
    10
    Yes
     
    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 addressbulletWWW.KENDALL.ORG
    14
    The books are in care ofbulletJOHN MCCRAE Telephone no.bullet (617) 951-2525

    Located atbullet176 FEDERAL STREETBOSTONMA ZIP+4bullet02110
    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
     
     
    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
    JOHN P KENDALL TRUSTEE
    2.00     		0 0 0
    176 FEDERAL STREET
    BOSTON,MA02110
    ANDREW W KENDALL TRUSTEE/EXECUTIVE DIRECTOR
    40.00     		408,604 60,001 0
    176 FEDERAL STREET
    BOSTON,MA02110
    PHOEBE S WINDER TRUSTEE
    2.00     		0 0 0
    176 FEDERAL STREET
    BOSTON,MA02110
    KENNETH F MEYERS TRUSTEE
    2.00     		0 0 0
    176 FEDERAL STREET
    BOSTON,MA02110
    TORE C NELSON TRUSTEE
    2.00     		0 0 0
    176 FEDERAL STREET
    BOSTON,MA02110
    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
    KALILLA BOOKER-CASSANO PROGRAM ASSISTANT
    40.00     		67,252 16,233 0
    176 FEDERAL STREET
    BOSTON,MA02110
    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
    ADAMEC COMMUNICATIONS CONSULTANTS 181,357
    74 HOWE STREET
    ASHLAND,MA01721
    NORTHBOUND VENTURES LLC CONSULTANTS 85,411
    66 RAYMOND AVENUE
    SOMERVILLE,MA02144
    HAIRPIN COMMUNICATIONS LLC CONSULTANTS 65,058
    63 GREEN STREET
    BROOKLINE,MA02446
    NEPC LLC INVESTMENT MANAGEMENT 64,538
    255 STATE STREET
    BOSTON,MA02109
    HEITMAN AMER REAL ESTATE FUND INVESTMENT MANAGEMENT 54,055
    C/O HEITMAN LLC 191 NORTH WACKER
    DRIVE 2500
    CHICAGO,IL60606
    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 (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
    89,909,603
    b
    Average of monthly cash balances.......................
    1b
    519,685
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,196,075
    d
    Total (add lines 1a, b, and c).........................
    1d
    91,625,363
    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
    91,625,363
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,374,380
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    90,250,983
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    4,512,549
    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
    4,512,549
    2a
    Tax on investment income for 2019 from Part VI, line 5......
    2a
    30,150
    b
    Income tax for 2019. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    30,150
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    4,482,399
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    4,482,399
    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
    4,482,399
    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
    5,410,937
    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
    57,087
    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
    5,468,024
    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
    30,150
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    5,437,874
    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 4,482,399
    2 Undistributed income, if any, as of the end of 2019:
    a Enter amount for 2018 only....... 94,833
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2019:
    a From 2014......  
    b From 2015......  
    c From 2016......  
    d From 2017......  
    e From 2018......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2019 from Part
    XII, line 4: bullet$ 5,468,024
    a Applied to 2018, but not more than line 2a 94,833
    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..... 4,482,399
    e Remaining amount distributed out of corpus 890,792
    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 5 890,792
    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 ..........     		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 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 ......     		890,792
    10 Analysis of line 9:
    a Excess from 2015....  
    b Excess from 2016....  
    c Excess from 2017....  
    d Excess from 2018....  
    e Excess from 2019.... 890,792
    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).)
    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 (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
    ADAMS CHESHIRE SCHOOL DISTRICT
    125 SAVORY ROAD
    CHESHIRE,MA01225     		NO RELATIONSHIP PC TO SUPPORT THE FARM-TO-SCHOOL PROGRAM AT HOOSAC HIGH SCHOOL 25,000
    BABSON COLLEGE
    231 FOREST STREET
    BABSON PARK,MA02457     		NO RELATIONSHIP PC TO ASSIST THE COLLEGE IN SUPPORTING PRODUCTION AND PROCURING LOCAL CHEESE SOURCES FOR ITS FOOD SERVICE PROGRAM 250,000
    BOSTON PUBLIC SCHOOLS
    370 COLUMBIA ROAD
    BOSTON,MA02128     		NO RELATIONSHIP PC TO ACCELERATE THE USE OF FRESH, LOCAL, SUSTAINABLE FOODS IN CITY-WIDE FOOD SERVICE OPERATIONS 158,000
    BROWN UNIVERSITY
    BOX 1929
    PROVIDENCE,RI12912     		NO RELATIONSHIP PC TO SUPPORT THE INCREASED PRODUCTION, PROCESSING AND CONSUMPTION OF LOCAL CHEESES FOR ITS FOOD SERVICE PROGRAM 250,000
    BURLINGTON SCHOOL FOOD PROJECT
    52 INSTITUTE ROAD
    BURLINGTON,VT05408     		NO RELATIONSHIP PC TO ASSIST THE SCHOOL DISTRICT WITH THE DEVELOPMENT OF A 3-5 YEAR STRATEGIC PLAN FOR THEIR FARM-TO-SCHOOL PROGRAM 10,000
    CODMAN ACADEMY FOUNDATION
    637 WASHINGTON STREET
    DORCHESTER,MA02124     		NO RELATIONSHIP PC TO SUPPORT THE SCHOOL'S FARM-TO-SCHOOL GOAL OF 20% LOCAL PROCUREMENT OF FRESH FOODS BY 2020 38,000
    ELMORE MORRISTOWN UNIFIED UNION SCHOOL DISTRICT
    45 COPLEY AVE
    MORRISVILLE,VT05661     		NO RELATIONSHIP PC TO SUPPORT THE SCHOOL'S FARM-TO-SCHOOL PROGRAM WITH ADDED GREENHOUSE SPACE, COOKING PROGRAMS AND NUTRITIONAL EDUCATION 25,000
    FARM FRESH RHODE ISLAND
    1005 MAIN ST 1220
    PAWTUCKET,RI02860     		NO RELATIONSHIP PC TO EXPAND THE OFFERING OF LOCAL FOODS TO STUDENTS AND DEVELOPING A STRATEGIC PLAN FOR THEIR STATEWIDE FARM-TO-SCHOOL PROGRAM 75,000
    FOODBANK OF WESTERN MASSACHUSETTS
    PO BOX 160
    HATFIELD,MA01038     		NO RELATIONSHIP PC TO INCREASE ITS LOCAL FARMING CAPACITY TOWARDS PROVIDING FRESH REGIONAL FOODS TO THE SPRINGFIELD PUBLIC SCHOOLS AND PIONEER VALLEY 150,000
    FOODCORPS
    1140 SE 7TH AVE SUITE 110
    PORTLAND,OR97214     		NO RELATIONSHIP PC TO SUPPORT THE PLANNING PROJECT FOR DRIVING CHANGE ON THE SUPPLY SIDE OF FOOD SYSTEMS IN DELIVERING HEALTHIER FOODS TO SCHOOLS 30,000
    FRANKLIN COUNTY COMMUNITY DEV CORP
    324 WELLS ST
    GREENFIELD,MA01301     		NO RELATIONSHIP PC TO PROVIDE STAFF SUPPORT TO WORK WITH A NETWORK OF FARMING ORGANIZATIONS ON AGRICULTURAL ADVOCACY 50,000
    GROTON PUBLIC SCHOOLS
    101 GROTON LONG POINT ROAD
    GROTON,CT06340     		NO RELATIONSHIP PC TO SUPPORT THE ESTABLISHMENT OF A FARM-TO-SCHOOL PROGRAM TO PROVIDE LOCAL PRODUCE TO ALL NINE DISTRICT SCHOOLS 84,174
    HARTFORD FOOD SYSTEM INC
    ONE CONGRESS STREET AUITE 302
    HARTFORD,CT06114     		NO RELATIONSHIP PC TO SUPPORT THE CONNECTICUT FOOD SYSTEMS ALLIANCE STATEWIDE FOOD ACTION PLAN IN PROMOTING HEALTHY FOODS 50,000
    HAWLEMONT REGIONAL SCHOOL
    26 ASHFIELD ROAD
    SHELBURNE FALLS,MA01370     		NO RELATIONSHIP PC TO INCREASE THE CAPACITY OF THE SCHOOL'S AGRICULTURE PROGRAM IN PROVIDING FRESH FOOD TO THE CAFETERIA 36,851
    HEALTHY COMMUNITIES OF THE CAPITAL AREA
    11 MECHANIC STREET SUITE 101
    GARDINER,ME04345     		NO RELATIONSHIP PC TO SUPPORT A FULL-TIME STAFF POSITION TO LEAD THE IMPLEMENTATION OF RECENTLY-COMPLETED STRATEGIC PLAN 50,000
    INNOVATION NETWORK FOR COMMUNITIES
    PO BOX 397
    BEAVER ISLAND,MI49782     		NO RELATIONSHIP PC TO PROVIDE ONGOING OPERATING SUPPORT FOR THE GREEN RIBBON COMMISSION TO EXPLORE TRANSFORMING FOOD SYSTEMS TOWARD REDUCING CARBON EMISSIONS AND CLIMATE DISRUPTION 25,000
    JOHN MERCK FUND
    31 ST JAMES AVE SUITE 888
    BOSTON,MA02116     		NO RELATIONSHIP PC TO AUGMENT THEIR NEW ENGLAND REGIONAL FOOD SYSTEMS CAPACITY-BUILDING GRANTS PROGRAM 150,000
    LAMOILLE NORTH SCHOOL DISTRICT
    96 CRICKET HILL ROAD
    HYDE PARK,VT05655     		NO RELATIONSHIP PC TO ASSIST WITH THE DEVELOPMENT OF A HANDS-ON SUSTAINABLE AGRICULTURE AND FOOD SYSTEM PROGRAM FOR STUDENTS TO LEARN ABOUT FARMING 62,152
    MASSACHUSETTS INSTITUTE OF TECHNOLOGY
    600 MEMORIAL DRIVE
    CAMBRIDGE,MA02139     		NO RELATIONSHIP PC TO INCREASE THE SUPPLY OF FRESH LOCAL FOOD SERVED IN CAFETERIAS AND SOLD IN ON-CAMPUS GROCERIES 250,000
    MOUNT HOLYOKE COLLEGE
    50 COLLEGE STREET
    SOUTH HADLEY,MA01075     		NO RELATIONSHIP PC TO PROVIDE SALARY FUNDING FOR A FOOD SYSTEMS MANAGER IN PURSUIT OF SPENDING 20% OF FOODSERVICE BUDGET ON LOCALLY GROWN FOODS 10,000
    NORTH STAR FUND INC
    520 8TH AVENUE SUITE 1800
    NEW YORK,NY10018     		NO RELATIONSHIP PC TO SPONSOR A REGIONAL MEETING OF STATE DIRECTORS OF AGRICULTURE 1,000
    ORG FOR REFUGEE & IMMIGRANT SUCCESS
    343 LAKE AVENUE FLOOR 2
    MANCHESTER,NH03103     		NO RELATIONSHIP PC TO DEVELOP A LONG-TERM FARM-TO-SCHOOL PLAN FOR THE MANCHESTER SCHOOL DISTRICT 9,750
    PROVIDENCE PUBLIC SCHOOLS
    959 WASHINGTON STREET
    PROVIDENCE,RI02903     		NO RELATIONSHIP PC TO ASSIST THE SCHOOL DISTRICTS FOODSERVICE PROGRAM IN DEVELOPING A LONG-RANGE STRATEGIC PLAN 10,000
    SHELBURNE FARMS
    1611 HARBOR RD
    SHELBURNE,VT05482     		NO RELATIONSHIP PC 1. TO PROVIDE ADDITIONAL CAPACITY TO VT-FEED IN CREATING SUSTAINABLE FARM-TO-SCHOOL PROGRAMS 2. TO SUPPORT STIPENDS FOR FARM-TO-SCHOOL COACHING 3. TO ADVANCE STRATEGIC PRIORITIES FOR EXPANDED FARM-TO-SCHOOL PROGRAMMING ACROSS ALL NEW ENGLAND STATES 131,000
    SIDNEY CENTRAL SCHOOL DISTRICT
    95 WEST MAIN STREET
    SIDNEY,NY13838     		NO RELATIONSHIP PC TO INCREASE SKILLS AND CAPACITY FOR PROCURING, GROWING AND PREPARING LOCAL FOODS IN THEIR CAFETERIA 38,370
    SPRINGFIELD PUBLIC SCHOOLS
    1550 MAIN STREET
    SPRINGFIELD,MA01103     		NO RELATIONSHIP PC 1. TO DEVELOP AND SUSTAIN COMMUNITY ENGAGEMENT IN A NEW CULINARY & NUTRITION CENTER 2. TO SUPPORT THE NEXT PHASE OF IMPLEMENTATION FOR THE SPRINGFIELD CULINARY AND NUTRITION CENTER 175,000
    THIRD SECTOR NEW ENGLAND
    89 SOUTH STREET 700
    BOSTON,MA02111     		NO RELATIONSHIP PC 1. TO EXPAND THE FARM TO SCHOOL INSTITUTE AND INCREASE ENGAGEMENT WITH MASSACHUSETTS SCHOOL DISTRICTS 2. TO MOBILIZE INSTITUTIONS IN THE TRANSFORMATION OF NEW ENGLAND'S FOOD SYSTEM 225,000
    TRUSTEES OF BOSTON COLLEGE
    140 COMMONWEALTH AVENUE
    CHESTNUT HILL,MA02467     		NO RELATIONSHIP PC TO DEVELOP A ROBUST REGIONAL AND SUSTAINABLE FOOD SERVICE PROGRAM AND INTERACTIVE FOOD SYSTEMS CLASSROOM 95,644
    UNIVERSITY OF CONNECTICUT FOUNDATION INC
    2390 ALUMNI DRIVE UNIT 3206
    STORRS,CT06269     		NO RELATIONSHIP PC TO SUPPORT STRATEGIC PLANNING AND IMPLEMENTATION OF FARM TO SCHOOL PROGRAMMING IN CONNECTICUT 100,000
    UNIVERSITY OF MAINE FAMINGTON
    224 MAIN STREET
    FAMINGTON,ME04938     		NO RELATIONSHIP PC TO SUPPORT AN INFRASTRUCTURE/DISTRIBUTION PROJECT THAT WILL PROVIDE LOCAL FOODS INTO THE INSTITUTIONAL AND HUNGER-RELIEF CHANNELS 250,000
    UNIVERSITY OF MASSACHUSETTS FOUNDATION
    225 FRANKLIN STREET 12TH FLOOR
    BOSTON,MA02110     		NO RELATIONSHIP PC TO SPONSOR ATTENDEES FOR THE TASTE OF THE WORLD CHEF CULINARY CONFERENCE AT UNIVERSITY OF MASSACHUSETTS AMHERST 10,000
    UNIVERSITY OF NEW HAMPSHIRE FOUNDATION
    131 MAIN STREET
    DURHAM,NH03824     		NO RELATIONSHIP PC 1. TO SUPPORT KEY ACTIVITIES OF THE FOOD SOLUTIONS NEW ENGLAND NETWORK 2. TO SUPPORT THE UNH SUSTAINABILITY INSTITUTE AS THE BACKBONE ORGANIZATION OF THE NEW HAMPSHIRE FOOD ALLIANCE 200,000
    UNIVERSITY OF VERMONT
    85 SOUTH PROSPECT STREET
    BURLINGTON,VT05405     		NO RELATIONSHIP PC TO CONNECT INSTITUTIONS AND FOOD PROCESSORS; TO COORDINATE SEASONAL DEMAND BY BRINGING TOGETHER HEALTHCARE AND CAMPUS DINING OPERATIONS 250,000
    URBAN FOOD INITIATIVE
    54 WILDE ROAD
    WABAN,MA02468     		NO RELATIONSHIP PC 1. TO FUND A SUMMER INTERN FOR A FOUNDATION GRANTEE, THE DAILY TABLE 2. TO FUND ONGOING OPERATIONS AND CAPITAL COSTS OF THE URBAN FOOD INITIATIVE 506,014
    VERMONT SUSTAINABLE JOBS FUND
    3 PITKIN COURT SUITE 301E
    MONTPELIER,VT05602     		NO RELATIONSHIP PC 1. TO ASSIST WITH TRAVEL COSTS FOR VERMONT STATE FOOD SYSTEMS PLANNERS TO ATTEND A NATIONAL FOOD SYSTEM PLANNING CONFERENCE 2. TO SUPPORT THE VERMONT FARM-TO-PLATE STATEWIDE NETWORK 76,500
    WESTERN NEW ENGLAND UNIVERSITY
    1215 WILBRAHAM ROAD
    SPRINGFIELD,MA01119     		NO RELATIONSHIP PC TO SUPPORT A COLLABORATION TO EXPAND LOCAL GREENHOUSE PRODUCTION, FOOD OFFERINGS AND EDUCATION TO ADDRESS REGIONAL CAMPUS FOOD SELF-SUFFICIENCY 250,000
    Total .................................bullet 3a 4,107,455
    bApproved for future payment
    Total .................................bullet 3b 0
    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 1,856,510  
    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.....     14 387,090  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 1,196,237  
    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).. 0 3,439,837 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,439,837
    (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


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