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
2020
Open to Public Inspection
For calendar year 2020, or tax year beginning 01-01-2020 , and ending 12-31-2020
Name of foundation
THE ALFRED M SENTER FUND TRUST 43M148011
 
Number and street (or P.O. box number if mail is not delivered to street address)850 MAIN STREET RC 1215
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BRIDGEPORT, CT06604
A Employer identification number

91-2105315
B Telephone number (see instructions)

(802) 872-6852
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$3,115,612J 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... 16,607 16,400  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 73,921
b Gross sales price for all assets on line 6a 379,910
7 Capital gain net income (from Part IV, line 2)... 73,921
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 50,000 50,000  
12 Total. Add lines 1 through 11........ 140,528 140,321  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 13,811 12,430   1,381
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 900 0 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 162 38   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.......... 14,873 12,468 0 1,381
25 Contributions, gifts, grants paid....... 154,953 154,953
26 Total expenses and disbursements. Add lines 24 and 25 169,826 12,468 0 156,334
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -29,298
b Net investment income (if negative, enter -0-) 127,853
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
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.............      
2 Savings and temporary cash investments......... 71,134 83,746 83,746
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)      
b Investments—corporate stock (attach schedule)....... 414,629 Click to see attachment2,105,326 2,766,380
c Investments—corporate bonds (attach schedule)....... 286,895 Click to see attachment255,173 265,486
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet   1,600,000    
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
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) 2,372,658 2,444,245 3,115,612
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........... 2,372,658 2,444,245
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)..... 2,372,658 2,444,245
30 Total liabilities and net assets/fund balances (see instructions). 2,372,658 2,444,245
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
2,372,658
2
Enter amount from Part I, line 27a .....................
2
-29,298
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
101,373
4
Add lines 1, 2, and 3 ..........................
4
2,444,733
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
488
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,444,245
Form 990-PF (2020)
Form 990-PF (2020)
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 1. BOOKING HOLDINGS INC   2019-01-09 2020-01-16
b .648 INGERSOLL RAND INC   2020-01-07 2020-03-09
c 11. BOEING CO   2016-02-01 2020-03-12
d 189. WISDOMTREE EUROPE HEDGED EQ FUND ETF   2018-01-30 2020-03-16
e 17. INGERSOLL RAND INC   2020-01-07 2020-03-18
34.143 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2020-01-07 2020-04-02
39.473 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2018-06-22 2020-04-02
89. CISCO SYSTEMS INC   2016-02-01 2020-04-02
327.272 DODGE & COX INCOME FUND   2019-11-07 2020-04-02
61.728 FIDELITY FLOATING RATE HIGH INCOME #314   2020-01-07 2020-04-02
157.295 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2020-01-07 2020-04-02
41.109 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2019-07-24 2020-04-02
313.541 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2018-06-22 2020-04-02
1245.847 JP MORGAN CORE BOND SELECT #3720   2015-11-18 2020-04-02
52. METLIFE INC   2016-04-12 2020-04-15
40.516 THE INTERNATIONAL EQUITY FUND K   2020-01-07 2020-04-16
377.307 DODGE & COX INCOME FUND   2014-10-09 2020-04-16
165.095 FIDELITY FLOATING RATE HIGH INCOME #314   2012-03-23 2020-04-16
603.773 JP MORGAN CORE BOND SELECT #3720   2018-01-30 2020-04-16
2246.246 PIMCO TOTAL RETURN PORTFOLIO   2017-10-30 2020-04-16
144.149 PIMCO HIGH YIELD   2020-01-07 2020-04-16
1131.285 PIMCO INVESTMENT GRADE CORP BD INSTL #56   2020-01-07 2020-04-16
.017 T. ROWE PRICE INTERNATIONAL DISCOVER #436   2017-10-30 2020-04-16
3.477 T. ROWE PRICE INTERNATIONAL DISCOVER #436   2020-01-07 2020-04-16
14. CHUBB LTD   2019-01-09 2020-04-29
35. ISHARES CORE S&P 500 ETF   2020-03-16 2020-06-05
30. MEDTRONIC PLC   2016-10-05 2020-06-15
347.379 FIDELITY FLOATING RATE HIGH INCOME #314   2020-01-07 2020-06-23
1066.838 FIDELITY FLOATING RATE HIGH INCOME #314   2018-01-30 2020-06-23
135. VANGUARD REAL ESTATE ETF   2020-04-16 2020-07-06
1. APPLE COMPUTER, INC   2015-10-15 2020-07-13
14. DISNEY WALT CO   2015-10-15 2020-07-13
1. FACEBOOK INC A   2018-12-10 2020-07-13
17. FISERV INC WISCONSIN   2017-03-03 2020-07-13
5. MICROSOFT CORP   2017-03-03 2020-07-13
50. MONDELEZ INTERNATIONAL INC   2018-06-22 2020-11-09
132.03 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2019-08-07 2020-11-16
1802.026 PRINCIPAL MIDCAP R-6#4268   2019-01-09 2020-11-16
10.238 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2014-03-18 2020-12-04
6. ABBOTT LABS   2017-10-30 2020-12-04
524.092 THE INTERNATIONAL EQUITY FUND K   2019-11-08 2020-12-04
7. EDWARDS LIFESCIENCES CORP   2018-11-02 2020-12-04
326.947 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2018-07-06 2020-12-04
24. INTEL CORP   2019-01-09 2020-12-04
7. J P MORGAN CHASE & CO   2016-04-12 2020-12-04
2. MSCI INC   2019-07-24 2020-12-04
27.63 T. ROWE PRICE INTERNATIONAL DISCOVER #436   2017-10-30 2020-12-04
5. TEXAS INSTRUMENTS   2018-06-22 2020-12-04
128.672 INVESCO OPPENHEIMER DEVELOPING MKTS R6 #7038   2015-02-23 2020-12-09
8. ABBOTT LABS   2017-10-30 2020-12-09
1. ALPHABET INC CL C   2017-10-30 2020-12-09
1. AMAZON.COM INC   2018-06-22 2020-12-09
23. APPLE COMPUTER, INC   2015-10-15 2020-12-09
4. AVERY DENNISON CORP   2018-12-10 2020-12-09
227.207 THE INTERNATIONAL EQUITY FUND K   2019-11-08 2020-12-09
6. CHEVRONTEXACO CORP   2017-03-03 2020-12-09
22.44 COHEN & STEERS INST REALTY SHARES #1263   2020-07-07 2020-12-09
12. CONOCOPHILLIPS COM   2019-07-24 2020-12-09
4. COSTCO WHSL CORP NEW   2019-07-24 2020-12-09
6. DANAHER CORP   2016-10-05 2020-12-09
5. DISNEY WALT CO   2015-10-15 2020-12-09
3. DOLLAR GENERAL CORP   2020-04-16 2020-12-09
3. ECOLAB INC   2015-10-15 2020-12-09
6. EDWARDS LIFESCIENCES CORP   2018-11-02 2020-12-09
4. ELECTRONIC ARTS INC COM   2020-07-13 2020-12-09
3. FACEBOOK INC A   2018-12-10 2020-12-09
12. FASTENAL CO COM   2020-06-15 2020-12-09
784.841 FIDELITY SMALL CAP DISCOVERY #384   2015-07-17 2020-12-09
5. FISERV INC WISCONSIN   2017-03-03 2020-12-09
105.462 OAKMARK INTERNATIONAL INSTITUTIONAL #2886   2019-08-07 2020-12-09
5. HOME DEPOT INC   2017-10-30 2020-12-09
4. HONEYWELL INTL INC   2015-10-15 2020-12-09
3. ILLINOIS TOOL WORKS   2018-06-22 2020-12-09
6. ISHARES NASDAQ BIOTECHNOLOGY ETF   2017-12-08 2020-12-09
5. J P MORGAN CHASE & CO   2016-04-12 2020-12-09
7. JOHNSON & JOHNSON INC   2018-06-22 2020-12-09
906.345 JP MORGAN CORE BOND SELECT #3720   2019-11-08 2020-12-09
7. LAMB WESTON HOLDINGS INC   2020-01-07 2020-12-09
2. LOCKHEED MARTIN CORPORATION   2020-03-12 2020-12-09
2. MSCI INC   2019-07-24 2020-12-09
5. MARSH & MCLENNAN COS INC.   2019-07-24 2020-12-09
4. MCDONALDS CORP   2016-10-05 2020-12-09
11. MICROSOFT CORP   2017-03-03 2020-12-09
18. N R G ENERGY INC NEW   2019-01-09 2020-12-09
14. NEXTERA ENERGY INC   2016-10-31 2020-12-09
4. NIKE INC CL B   2019-07-24 2020-12-09
13. ONEOK INC NEW   2019-07-24 2020-12-09
1101.278 PIMCO TOTAL RETURN PORTFOLIO   2019-11-07 2020-12-09
3. PAYPAL HOLDINGS INC   2018-12-10 2020-12-09
4. PEPSICO INC   2018-06-22 2020-12-09
492.047 PRINCIPAL MIDCAP R-6#4268   2016-02-01 2020-12-09
8. PROGRESSIVE CORP   2020-04-29 2020-12-09
8.553 T. ROWE PRICE INTERNATIONAL DISCOVER #436   2017-10-30 2020-12-09
8. TJX COS INC NEW   2019-07-24 2020-12-09
4. TEXAS INSTRUMENTS   2018-06-22 2020-12-09
2. THERMO ELECTRON   2012-01-13 2020-12-09
3. UNION PACIFIC CORP   2018-12-10 2020-12-09
4. UNITEDHEALTH GROUP INC   2015-10-15 2020-12-09
11. VERIZON COMMUNICATIONS   2019-07-24 2020-12-09
3. VISA INC CLASS A SHARES   2015-10-15 2020-12-09
929.376 WELLS FARGO PREMIER LG CO GROWTH I #4123   2018-01-30 2020-12-09
5. ZOETIS INC   2018-12-10 2020-12-09
3. ACCENTURE PLC IRELAND CLASS A   2020-04-02 2020-12-09
48. INTEL CORP   2015-07-17 2020-12-23
CAPITAL GAIN DIVIDENDS P    
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(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 2,051   1,657 394
b 19   22 -3
c 2,032   1,450 582
d 8,543   11,673 -3,130
e 308   570 -262
1,187   1,543 -356
1,373   1,794 -421
3,450   2,155 1,295
4,507   4,608 -101
499   587 -88
2,344   3,755 -1,411
613   957 -344
4,672   7,881 -3,209
15,012   14,541 471
1,685   2,226 -541
457   551 -94
5,358   5,241 117
1,400   1,618 -218
7,372   6,925 447
23,945   23,320 625
1,195   1,299 -104
12,003   12,277 -274
1   1  
200   238 -38
1,568   1,724 -156
11,238   8,694 2,544
2,792   2,327 465
3,081   3,279 -198
9,463   10,311 -848
10,822   9,945 877
399   111 288
1,670   1,496 174
249   143 106
1,634   993 641
1,076   319 757
2,820   2,065 755
6,645   5,711 934
63,017   38,050 24,967
533   368 165
647   326 321
8,737   7,028 1,709
598   357 241
8,484   8,419 65
1,245   981 264
854   423 431
848   461 387
2,499   1,955 544
829   564 265
6,648   4,619 2,029
850   434 416
1,769   1,011 758
3,090   1,719 1,371
2,791   637 2,154
615   366 249
3,797   3,047 750
539   682 -143
961   881 80
508   720 -212
1,492   1,009 483
1,331   465 866
771   534 237
624   541 83
675   355 320
508   306 202
529   562 -33
831   416 415
592   487 105
19,252   22,731 -3,479
570   292 278
2,715   2,507 208
1,323   588 735
847   395 452
620   427 193
883   637 246
605   286 319
1,073   750 323
11,266   10,740 526
540   639 -99
721   674 47
825   461 364
579   507 72
834   408 426
2,326   651 1,675
606   713 -107
1,027   447 580
554   347 207
518   843 -325
11,630   11,431 199
629   256 373
582   434 148
17,418   9,170 8,248
746   644 102
765   605 160
530   440 90
648   451 197
919   99 820
615   445 170
1,373   415 958
675   611 64
628   225 403
16,246   13,915 2,331
792   447 345
738   473 265
2,230   1,330 900
      12,012
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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       394
b       -3
c       582
d       -3,130
e       -262
      -356
      -421
      1,295
      -101
      -88
      -1,411
      -344
      -3,209
      471
      -541
      -94
      117
      -218
      447
      625
      -104
      -274
       
      -38
      -156
      2,544
      465
      -198
      -848
      877
      288
      174
      106
      641
      757
      755
      934
      24,967
      165
      321
      1,709
      241
      65
      264
      431
      387
      544
      265
      2,029
      416
      758
      1,371
      2,154
      249
      750
      -143
      80
      -212
      483
      866
      237
      83
      320
      202
      -33
      415
      105
      -3,479
      278
      208
      735
      452
      193
      246
      319
      323
      526
      -99
      47
      364
      72
      426
      1,675
      -107
      580
      207
      -325
      199
      373
      148
      8,248
      102
      160
      90
      197
      820
      170
      958
      64
      403
      2,331
      345
      265
      900
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 73,921
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
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved 		(b)
Reserved 		(c)
Reserved 		(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
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 for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 1,777
c All other domestic foundations enter 1.39% 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 1,777
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 1,777
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,476
b Exempt foreign organizations—tax withheld at source...... 6b 0
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 1,476
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 9 301
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 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 the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bulletME
    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 2020 or the taxable year beginning in 2020? 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 (2020)
    Form 990-PF (2020)
    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 ofbulletPEOPLE'S UNITED BANK NA, ATTN SUZANNE RENDE Telephone no.bullet (207) 828-3012

    Located atbullet350 FORE STREETPORTLANDME ZIP+4bullet04112
    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 2020, 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
     
    No
    ........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 2020?.............
    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 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    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 2020 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 2020.)..................
    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 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    Peoples United Bank Co-Trustee
    0     		13,811    
    850 MAIN STREET RC13-505
    BRIDGEPORT,CT06604
    George A Gilmore C0-Trustee
    0     		0    
    207 MIDDLE BAY ROAD
    BRUNSWICK,ME04011
    Sherry Y Tremblay Co-Trustee
    0     		0    
    23 ISLAND VIEW LANE
    BRUNSWICK,ME04011
    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 (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    1,953,552
    b
    Average of monthly cash balances.......................
    1b
    28,189
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,981,741
    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
    1,981,741
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    29,726
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,952,015
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    97,601
    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
    97,601
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,777
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,777
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    95,824
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    95,824
    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
    95,824
    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
    156,334
    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
    156,334
    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
    156,334
    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 (2020)
    Form 990-PF (2020)
    Page 9
    Part XIII
    Undistributed Income (see instructions)
    (a)
    Corpus     		(b)
    Years prior to 2019     		(c)
    2019     		(d)
    2020
    1 Distributable amount for 2020 from Part XI, line 7 95,824
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 8,361
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 0
    b From 2016...... 0
    c From 2017...... 0
    d From 2018...... 0
    e From 2019...... 0
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 156,334
    a Applied to 2019, but not more than line 2a 8,361
    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 2020 distributable amount..... 95,824
    e Remaining amount distributed out of corpus 52,149
    5 Excess distributions carryover applied to 2020. 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 52,149
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		52,149
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 0
    c Excess from 2018.... 0
    d Excess from 2019.... 0
    e Excess from 2020.... 52,149
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 2020, 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) 2020 (b) 2019 (c) 2018 (d) 2017
             
    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 e-mail address of the person to whom applications should be addressed:
    PEOPLES UNITED BANK N A
    350 FORE ST PO BOX 17510
    PORTLAND,ME04112
    (207) 828-3012
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION LETTER
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE RESTRICTED TO PUBLIC CHARITIES WHICH PROVIDE A SERVICE IN THE STATE OF MAINE. PREFERENCE GIVEN TO TOWNS OF BRUNSWICK, TOPSHAM, DURHAM, HARPSWELL, WEST BATH, LISBON, BATH.
    Form 990-PF (2020)
    Form 990-PF (2020)
    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
    BATH AREA FAMILY YMCA
    303 CENTRE STREET
    BRUNSWICK,ME04011     		NONE EXEMPT SUPPORT 5,000
    INDEPENDENCE ASSOCIATION
    87 BARIBEAU DR
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 15,800
    PEOPLE'S PLUS
    PO BOX 766
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 10,000
    MAINE STATE MUSIC THEATRE
    22 ELM STREET
    BRUNSWICK,ME04011     		NONE EXEMPT CULTURAL 5,000
    TEDFORD HOUSING
    PO BOX 1714
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL WELFARE 17,953
    VILLAGE IMPROVEMENT ASSOCIATION
    733 MERE POINT ROAD
    BRUNSWICK,ME04011     		NONE EXEMPT ENVIRONMENTAL SUPPORT 3,000
    BIG BROTHERS BIG SISTERS
    85 MAINE STREET
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 5,000
    MID COAST HUNGER PREVENTION PROGRAM
    12 TENNEY WAY
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 15,000
    OASIS HEALTH NETWORK
    66 BARIBEAU DR
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL HEALTH 15,000
    BRUNSWICK ROTARY CLUB COMMUNITY FUND
    PO BOX 281
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 3,000
    MAINE FARMLAND TRUST
    97 MAIN STREET
    BELFAST,ME04915     		NONE EXEMPT GENERAL SUPPORT 1,700
    BOWDOIN INTERNATIONAL MUSIC FESTIVAL
    6300 COLLEGE STATION
    BRUNSWICK,ME040118463     		NONE EXEMPT CULTURAL 2,000
    ELDER ABUSE INSTITUTE OF MAINE
    135 MAINE STREET
    BRUNSWICK,ME04011     		NONE EXEMPT SUPPORT 2,500
    PEJOPSCOT HISTORICAL SOCIETY
    159 PARK ROW
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 2,500
    THE SALVATION ARMY
    25 CONGRESS STREET
    BATH,ME04560     		NONE EXEMPT GENERAL SUPPORT 5,000
    SEXUAL ASSAULT SUPPORT SERVICES OF
    MIDCOAST MAINE
    PO BOX 990
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 1,000
    GOOD SHEPHERD FOOD BANK
    3121 HOTEL ROAD
    AUBURN,ME042111807     		NONE EXEMPT GENERAL SUPPORT 12,000
    MAINE COAST HERITAGE TRUST
    1 BOWDOIN MILL ISLAND SUITE 201
    TOPSHAM,ME04086     		NONE EXEMPT GENERAL SUPPORT 1,000
    DEAN SNELL CANCER FOUNDATION
    PO BOX 104
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL HEALTH 6,000
    ARTVAN
    7 PARK STREET
    BATH,ME04530     		NONE EXEMPT CULTURAL SUPPORT 3,000
    EMBRACE A VET
    18 TERMINAL RD UNIT 1
    BRUNSWICK,ME04011     		NONE EXEMPT SUPPORT 3,500
    THE CROMWELL CENTER
    97A EXCHANGE STREET
    PORTLAND,ME04101     		NONE EXEMPT GENERAL SUPPORT 1,000
    BRUNSWICK DOWNTOWN ASSOCIATION
    PO BOX 15
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 3,500
    THE GATHERING PLACE
    PO BOX 171
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 8,000
    GROWING TO GIVE
    30 EAST COXON RD
    BRUNSWICK,ME04011     		NONE EXEMPT GENERAL SUPPORT 2,500
    HABITAT FOR HUMANITY
    126 MAINE STREET
    TOPSHAM,ME04086     		NONE EXEMPT GENERAL SUPPORT 5,000
    Total .................................bullet 3a 154,953
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    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 16,607  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 73,921  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aAMS TITLE CO MEMBE     		    14 50,000  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   140,528  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    140,528
    (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 (2020)
    Form 990-PF (2020)
    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 instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 900      

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME 255,173 265,486

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Name of Stock End of Year Book Value End of Year Fair Market Value
    STOCK, SEE ATTACHED 2,105,326 2,766,380

    TY 2020 OtherDecreasesSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 149
    WASH SALE ADJ. 339


    TY 2020 OtherIncomeSchedule2
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    AMS TITLE CO MEMBERSHIP 50,000 50,000  


    TY 2020 OtherIncreasesSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Description Amount
    COST BASIS ADJ. - AMS TITLE MEMBERSHIP 101,048
    POSTING ADJUSTMENTS 325


    TY 2020 TaxesSchedule
    Name:
    THE ALFRED M SENTER FUND TRUST 43M148011
    EIN:
    91-2105315
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FEDERAL ESTIMATES - PRINCIPAL 124 0   0
    FOREIGN TAXES ON QUALIFIED FOR 35 35   0
    FOREIGN TAXES ON NONQUALIFIED 3 3   0