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
Avidia Charitable Foundation Inc
 
Number and street (or P.O. box number if mail is not delivered to street address)42 Main Street
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Hudson, MA01749
A Employer identification number

04-3371516
B Telephone number (see instructions)

(978) 567-3569
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$4,273,444J 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) 1,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 96 96  
4 Dividends and interest from securities... 99,428 99,428  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 2
b Gross sales price for all assets on line 6a 6
7 Capital gain net income (from Part IV, line 2)... 2
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).......      
12 Total. Add lines 1 through 11........ 100,526 99,526  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 1,700 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 35 0   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,735 0   35
25 Contributions, gifts, grants paid....... 221,750 221,750
26 Total expenses and disbursements. Add lines 24 and 25 223,485 0   221,785
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -122,959
b Net investment income (if negative, enter -0-) 99,526
c Adjusted net income (if negative, enter -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............. 13,759 11,023 11,023
2 Savings and temporary cash investments......... 149,608 302,391 302,391
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 1,362,355 Click to see attachment1,112,105 1,112,105
b Investments—corporate stock (attach schedule)....... 2,870,454 Click to see attachment2,847,925 2,847,925
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)..........      
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) 4,396,176 4,273,444 4,273,444
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 4,396,176 4,273,444
29 Total net assets or fund balances (see instructions)..... 4,396,176 4,273,444
30 Total liabilities and net assets/fund balances (see instructions). 4,396,176 4,273,444
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
4,396,176
2
Enter amount from Part I, line 27a .....................
2
-122,959
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
227
4
Add lines 1, 2, and 3 ..........................
4
4,273,444
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
4,273,444
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 Publicly Traded Securities      
b
c
d
e
(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 6   4 2
b
c
d
e
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       2
b
c
d
e
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 2
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 1,383
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 1,383
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 1,383
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 4,556
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 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 4,556
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 3,173
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,173 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$ 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 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 addressbulletN/A
    14
    The books are in care ofbulletMargaret B Melo Sullivan Telephone no.bullet (978) 567-3569

    Located atbullet42 Main StreetHudsonMA ZIP+4bullet01749
    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
     
     
    ........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
    Mark O'Connell President
    0.20     		0 0 0
    42 Main Street
    Hudson,MA01749
    Margaret B Melo Sullivan Treasurer
    0.20     		0 0 0
    42 Main Street
    Hudson,MA01749
    Mikala Geurtsen Clerk
    0.30     		0 0 0
    42 Main Street
    Hudson,MA01749
    Paul Blazar Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    Nancy Carlson Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    Neil Flanigan Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    Michael Girard Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    Paul McGrath Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    Brian Parker Director
    0.10     		0 0 0
    42 Main Street
    Hudson,MA01749
    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.........................bullet0
    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
    3,774,196
    b
    Average of monthly cash balances.......................
    1b
    230,921
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,005,117
    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
    4,005,117
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    60,077
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,945,040
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    197,252
    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
    197,252
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,383
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,383
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    195,869
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    195,869
    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
    195,869
    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
    221,785
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    221,785
    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
    221,785
    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 7 195,869
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 0
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 18,227
    b From 2016...... 25,652
    c From 2017...... 6,676
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 50,555
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 221,785
    a Applied to 2019, but not more than line 2a 0
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		0
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 195,869
    e Remaining amount distributed out of corpus 25,916
    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 76,471
    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) ...     		18,227
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		58,244
    10 Analysis of line 9:
    a Excess from 2016.... 25,652
    b Excess from 2017.... 6,676
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 25,916
    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:
    Margaret B Melo Sullivan
    42 Main Street
    Hudson,MA01749
    (978) 567-3569
    bThe form in which applications should be submitted and information and materials they should include:
    Forms available at above address.
    cAny submission deadlines:
    See Application
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    See Application
    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
    Adolescent Consultation Services
    189 Cambridge Street
    Cambridge,MA02141     		None PC To expand group treatment services for teens at Framingham site. 2,000
    Advocates Inc
    1881 Worcester Road
    Framingham,MA01701     		None PC To support providing free care to seniors in need to deal with depressive disorders 2,000
    Apple Tree Arts
    24 Barbara Jean Street
    Grafton,MA01519     		None PC Tuition assistance for students taking music lessons 3,000
    Ashland Education Foundation
    PO Box 71
    Ashland,MA01721     		None PC To help add STEAM Center to Ashland Elementary School. 2,000
    Assabet Valley Mastersingers
    POBox 911
    Northborough,MA01532     		None PC To support March 2021 concert 2,000
    BBBS of Central MA & Metrowest
    484 Main Street Suite 360
    Worcester,MA01608     		None PC Big Celebration - Annual Fundraising Gala 10,000
    Big Brother Big Sister of Central MAMetrowest Inc
    484 Main Street Suite 360
    Worcester,MA01608     		None PC To support the MYSTEAM program, mentoring youth in science, technology, engineering, arts, and math 5,000
    Boys & Girls Club of Metrowest
    169 Pleasant Street
    Marlborough,MA01752     		None PC Summer camp underwriting and after school support 30,000
    CASA Project Inc
    100 Grove Street
    Worcester,MA01605     		None PC To support Child Court Advocacy Program 2,000
    Community Harvest Project
    37 Wheeler Road
    North Grafton,MA01536     		None PC To provide 211,200 pounds (approximately 528,000 servings) of fresh fruit and vegetables to food insecure individuals across Central MA 2,500
    Community Legal Aid
    405 Main Street
    Worcester,MA01608     		None PC Language Access Project which will help pay for a portion of the organizations interpretation and translation expenses in Worcester County 2,500
    Daniel's Table
    10 Pearl Street
    Framingham,MA01702     		None PC To help support the Womb to 5 Program 5,000
    Discovery Museum
    177 Main Street
    Acton,MA01720     		None PC To support hands-on STEM school programs for Marlboro elementary and middle school students 2,000
    Doctor Franklin Perkins School
    971 Main Street
    Lancaster,MA01523     		None PC Covid-19 emergency relief 2,500
    Family Health Center of Worcester
    26 Queen Street
    Worcester,MA01610     		None PC To support renovation of existing basement storage room and bathroom at soup kitchen and "house of hospitality" for homeless in Worcester. 2,000
    First Concern Pregnancy Resource Center
    46 High Street
    Clinton,MA01510     		None PC To add more Father Care lessons from National Fatherhood Initiative 2,500
    Framingham State University Foundation
    100 State Street
    Framingham,MA017022499     		None PC To fund the spring cohort's professional clothing for interviews for 40 students. 2,500
    Fresh Start Furniture Bank
    16 Brent Drive
    Hudson,MA01749     		None PC mattresses 2,500
    Ginny's Helping Hand Inc
    52 Mechanic Street
    Leominster,MA01453     		None PC To assist in keeping shelves stocked 2,500
    Girls Inc
    125 Providence Street
    Worcester,MA01604     		None PC To enhance capstone Eureka! Program, a 5 year STEM focused college/career readiness program 2,500
    Growing Places Garden Project
    325 Lindell Avenue
    Leominster,MA014535414     		None PC Health and human services / education (healthy food access) for underserved individuals across the lifespan in Clinton and Leominster 2,500
    Habitat for Humanity of North Central MA Inc
    201 Great Road Suite 301
    Acton,MA01720     		None PC To support the Clinical Home Repair Program 2,500
    HMEADarnell School
    8 Forge Park East
    Franklin,MA02038     		None PC To provide wheelchair access to the second floor of the building 2,500
    Hoops and Homework
    PO Box 5
    Framingham,MA01704     		None PC To assist in the scholarship program which allows children of families who qualify to attend our programs 3,000
    Horizons for Homeless Children
    1705 Columbus Avenue
    Roxbury,MA02119     		None PC To provide the children living in 2 family homeless shelters in Framingham with the developmental play, cognitive & physical, needed to grow and thrive 2,000
    Hudson Food Pantry
    28 Houghton Street
    Hudson,MA01749     		None PC To assist in keeping shelves stocked 3,750
    Iridium Tutoring Ltd
    One Whistler Lane
    Southboro,MA01772     		None PC Assistance with funding program of free tutoring to students requiring educational support 2,000
    Jeremiah's Inn
    1059 Main Street
    Worcester,MA01603     		None PC To support a residential social model recovery program for men ages 18 years and over from across the Commonwealth 2,500
    Jewish Family Services
    475 Franklin Street Suite 101
    Framingham,MA01757     		None PC To assist immigrant children and families with food security. 2,500
    John Andrew Mazie Memorial Foundation
    233 Cochituate Road
    Framingham,MA01702     		None PC To support mentoring programs in Framingham and Marlboro High Schools 2,500
    Karen's Closets
    24 Church Street
    Leominster,MA01453     		None PC To support operation of closets: purchase clothes, school supplies and provide funds for summer school, courses and field trips for students 2,000
    MA Adoption Resource Exchange
    19 Needham Street Suite 206
    Newton,MA02461     		None PC Finding adoptive homes for kids in foster care in the Northern and Central regions 2,500
    Mass Bay Community College Foundation
    50 Oakland Street
    Wellesley Hills,MA02481     		None PC To support the MassBay Meal Scholarship program 2,000
    MassBay
    19 Flagg Drive
    Framingham,MA01702     		None PC To support campaign to construct $56mm facility near downtown Framingham 5,000
    MetroWest Legal Services
    63 Fountain Street Suite 304
    Framingham,MA01702     		None PC Assistance in funding the Eviction Defense Project 2,500
    Metrowest Women's Fund
    11 Byron Road
    Weston,MA02493     		None PC Needs assessment of middle school girls in Metrowest 2,000
    Metrowest YMCA
    280 Old Connecticut Path
    Framingham,MA01702     		None PC Capital Campaign; Expansion and renovation project meeting the community needs. 10,000
    NewVue Communities
    470 Main Street
    Fitchburg,MA01420     		None PC To support services/programs for low-income families and small businesses in Clinton and Leominster 2,000
    North Star Family Services Inc
    758 Main Street
    Leominster,MA01453     		None PC To support shelter operation costs such as client personal needs, food, supplies, office needs, insurance, staffing, utilities, maintenance, children specific needs, clothing, IT needs and more. 4,000
    Northborough Food Pantry
    37 Pierce Street
    Northboro,MA01532     		None PC To assist in keeping shelves stocked 2,500
    Oak Hill CDCCommonwealth Green Low Income
    24 Blake Street
    Westborough,MA01581     		None PC Continued support enabling staff to connect low income housing in Metrowest with clean energy programming, assessments, and support to lower utility costs 2,500
    OARS Inc
    23 Bradford Street
    Concord,MA01742     		None PC Water Wise Workshops 2,000
    One Can Help
    PO Box 55
    Waban,MA02468     		None PC To provide support to impoverished children and families, many of whom are minorities or immigrants 2,500
    Pastoral Counseling Centers of MA
    7 Church Street
    Westborough,MA01581     		None PC To subsidize counseling costs for those in financial need either because they have no insurance or cannot afford the co pay 4,000
    Pediatric Brain Tumor Foundation
    One Financial Center 14th floor
    Boston,MA02110     		None PC To support the provision of Butterfly Funds to local families 2,500
    Performing Arts Center of Metrowest
    3 Maple Street
    Framingham,MA01702     		None PC To provide a free lesson for prospective students and for financial aid for private music lessons 2,000
    Polus Center for Social & Economic Development
    PO Box 773 6 North Main Street
    Petersham,MA01366     		None PC To help fund adaptive recreation programs for blind and low vision youth, including adaptive skiing and hiking 3,000
    Provision Ministry
    7 Thomas Newton Drive
    Westborough,MA01581     		None PC To help bring needed resources to the most disadvantaged people living in Central MA 2,500
    RIA House Inc
    330 Cochituate Road 1784
    Framingham,MA01701     		None PC To help fund the Sisters Leading Sisters support group in 2021 2,000
    Riverside Employment Collaboratives
    270 Bridge Street Suite 301
    Dedham,MA02026     		None PC Annual sponsorship opportunities 5,000
    Shrewsbury Youth & Family Services
    222 Maple Avenue The Higgins
    Building
    Shrewsbury,MA01545     		None PC To support expansion of vaping treatment/diversion program 2,000
    Sophia's Fund
    80 Northborough Road East
    Marlborough,MA01752     		None PC To continue to provide the ever increasing need of financial assistance to children fighting cancer and their families 2,500
    South Middlesex Opportunity Council
    7 Bishop Street
    Framingham,MA01701     		None PC To assist with renovations at one of SMOC's affordable housing programs in Framingham 5,000
    Special Olympics
    512 Forest Street
    Marlborough,MA01752     		None PC Capital Campaign - Inclusive Community Partner 5,000
    Straight Ahead Ministries
    791 Main Street
    Worcester,MA01610     		None PC Seeking support for the Central MA Juvenile Institutional Program 2,500
    The Bernardian Charitable Foundation Inc
    24 Monument Square
    Leominster,MA01453     		None PC To benefit St. Bernard's High School 5,000
    United Way
    46 Park Street
    Framingham,MA01702     		None PC Corporate 5K $5000, Shining Star Event $1000, Golf Tournament $500 7,500
    Westborough Education Foundation
    PO Box 59
    Westborough,MA01581     		None PC To support more technology due to Covid-19. 2,000
    Westborough Food Pantry
    9 E Main Street
    Westborough,MA01581     		None PC To assist in keeping shelves stocked 2,500
    Worcester County Food Bank
    474 Boston Turnpike
    Shrewsbury,MA01545     		None PC To assist in keeping shelves stocked 2,500
    Worcester East Side CDC
    310 Highland Street
    Worcester,MA016024652     		None PC To help with construction of 2-bedroom home located at 12 Forbes St, Worcester, in conjunction with Training Resources of America's local chapter Worcester Youth Build. 5,000
    YWCA of Central MA
    One Salem Square
    Worcester,MA01610     		None PC To support the renovation of the YWCA's transitional housing program as part of a larger renovation of its downtown facility. 5,000
    Total .................................bullet 3a 221,750
    bApproved for future payment
    Mass Bay Community College Foundation
    50 Oakland Street
    Wellesley Hills,MA02481     		None PC To support the MassBay Meal Scholarship Program which was created to provide students with funds to be used in the College's cafeteria. 15,000
    Total .................................bullet 3b 15,000
    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 ...........     		    14 96  
    4 Dividends and interest from securities....     14 99,428  
    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 2  
    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 99,526 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    99,526
    (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 InvestmentsCorpStockSchedule
    Name:
    Avidia Charitable Foundation Inc
    EIN:
    04-3371516
    Name of Stock End of Year Book Value End of Year Fair Market Value
    1,600 Shs Garmin Ltd 191,456 191,456
    1,934 Shs AT&T Inc. 55,622 55,622
    1,450 Shs Altria Group Inc. 59,450 59,450
    700 Shs American Express 84,637 84,637
    705 Shs Automatic Data Processing Inc. 124,221 124,221
    4,000 Shs Bank of America 121,240 121,240
    1,700 Bank of New York Mellon Corp. 72,148 72,148
    500 Shs Cigna Corporation Com 104,090 104,090
    1,700 Shs Cisco Systems Inc. 76,075 76,075
    1,400 Shs Colgate Palmolive 119,714 119,714
    2,185 Shs Community Bank System Inc. 136,147 136,147
    1,200 Shs ConocoPhillips 47,988 47,988
    400 Shs Costco Wholesale Corp. 150,712 150,712
    1,000 Shs Walt Disney 181,180 181,180
    800 Shs Emerson Electric Co. 64,296 64,296
    3,000 Shs General Electric 32,400 32,400
    2,000 Shs Intel 99,640 99,640
    900 Shs JP Morgan Chase 114,363 114,363
    700 Shs Johnson & Johnson 110,166 110,166
    1,000 Shs Microsoft 222,420 222,420
    1,400 Shs Mondelez International Inc. 81,858 81,858
    700 Shs Pepsico Inc. 103,810 103,810
    1,400 Shs Pfizer Inc. 51,534 51,534
    1,050 Shs Phillips 66 73,437 73,437
    700 Shs Proctor & Gamble 97,398 97,398
    750 Shs Raytheon Company 125,214 125,214
    2,000 Shs Charles Schwab Corp. 106,080 106,080
    16 Shs WABTEC 1,171 1,171
    1,200 Shs Wells Fargo & Co. 36,216 36,216
    173 Shs Viatris Inc 3,242 3,242

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Avidia Charitable Foundation Inc
    EIN:
    04-3371516
    US Government Securities - End of Year Book Value:

    1,112,105
    US Government Securities - End of Year Fair Market Value:

    1,112,105
    State & Local Government Securities - End of Year Book Value:


    0
    State & Local Government Securities - End of Year Fair Market Value:


    0


    TY 2020 OtherExpensesSchedule
    Name:
    Avidia Charitable Foundation Inc
    EIN:
    04-3371516
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Filing Fee 35 0   35


    TY 2020 OtherIncreasesSchedule
    Name:
    Avidia Charitable Foundation Inc
    EIN:
    04-3371516
    Description Amount
    Unrealized Gains on Investments 227


    TY 2020 TaxesSchedule
    Name:
    Avidia Charitable Foundation Inc
    EIN:
    04-3371516
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Excise Tax 1,700 0   0