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
ELIZABETH & GEORGE L SANBORN FOUNDATION
FOR THE TREATMENT AND CURE OF CANCER
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 417
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
ARLINGTON, MA024760052
A Employer identification number

04-3452444
B Telephone number (see instructions)

(617) 391-3092
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$8,104,042
J 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) 925
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 107,144 107,144  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 139,717
b Gross sales price for all assets on line 6a 1,913,620
7 Capital gain net income (from Part IV, line 2)... 139,717
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)....... 197 0  
12 Total. Add lines 1 through 11........ 247,983 246,861  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 9,804 0   9,804
15 Pension plans, employee benefits....... 1,043 0   1,043
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... 8,288 0   8,288
c Other professional fees (attach schedule).... 84,535 54,595   29,940
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 12,367 0   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 15,089 0   14,922
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 131,126 54,595   63,997
25 Contributions, gifts, grants paid....... 386,413 384,395
26 Total expenses and disbursements. Add lines 24 and 25 517,539 54,595   448,392
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -269,556
b Net investment income (if negative, enter -0-) 192,266
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............. 58,059 48,148 48,148
2 Savings and temporary cash investments......... 381,041 787,818 787,818
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.......... 6,819 6,600 6,600
10a Investments—U.S. and state government obligations (attach schedule) 493,722 Click to see attachment471,157 471,157
b Investments—corporate stock (attach schedule)....... 4,403,681 Click to see attachment4,684,136 4,684,136
c Investments—corporate bonds (attach schedule)....... 590,427 Click to see attachment507,606 507,606
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 1,737,524 Click to see attachment1,598,340 1,598,340
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment536 Click to see attachment237 Click to see attachment237
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 7,671,809 8,104,042 8,104,042
Liabilities 17 Accounts payable and accrued expenses.......... 7,836 10,020
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) Click to see attachment31,230 Click to see attachment40,925
23 Total liabilities (add lines 17 through 22)......... 39,066 50,945
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........... 25,810 3,990
25 Net assets with donor restrictions............ 7,606,933 8,049,107
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)..... 7,632,743 8,053,097
30 Total liabilities and net assets/fund balances (see instructions). 7,671,809 8,104,042
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,632,743
2
Enter amount from Part I, line 27a .....................
2
-269,556
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
689,910
4
Add lines 1, 2, and 3 ..........................
4
8,053,097
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
8,053,097
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 P    
b CAPITAL GAINS DIVIDENDS P    
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 1,910,943   1,773,903 137,040
b 2,677     2,677
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       137,040
b       2,677
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 2 139,717
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 2,672
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 2,672
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 2,672
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,859
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 2,859
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 10 187
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet187 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 addressbulletWWW.SANBORNFOUNDATION.ORG
    14
    The books are in care ofbulletDANIEL BROSNAN TREASURER Telephone no.bullet (617) 391-3092

    Located atbulletPO BOX 417ARLINGTONMA ZIP+4bullet024760052
    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
    LOURIE AUGUST LICSW PRESIDENT
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    DONNA EIDSON VICE PRESIDENT
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    DANIEL BROSNAN CPA TREASURER AND CLERK
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    RICHARD BELOFSKY CLU CHFC CFP DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    VICTORIA PALMER-ERBS PHD APRN BC DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    ROBIN SCHOENTHALER MD DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    KEVIN F WALL CPA ESQ DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    CRISTINA HOLT MD DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    JENNIFR TRIPP DIRECTOR
    2.00
    0 0 0
    PO BOX 417
    ARLINGTON,MA024760052
    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
    7,928,942
    b
    Average of monthly cash balances.......................
    1b
    53,967
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    7,982,909
    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
    7,982,909
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    119,744
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    7,863,165
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    393,158
    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
    393,158
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    2,672
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    2,672
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    390,486
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    197
    5
    Add lines 3 and 4............................
    5
    390,683
    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
    390,683
    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
    448,392
    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
    448,392
    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
    448,392
    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 7 390,683
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 5,479
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 448,392
    a Applied to 2019, but not more than line 2a 5,479
    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..... 390,683
    e Remaining amount distributed out of corpus 52,230
    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 52,230
    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 ......
    52,230
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 52,230
    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:
    THE SANBORN FOUNDATION
    PO BOX 417
    ARLINGTON,MA024760052
    (617) 391-3092
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE SUBMITTED THROUGH THE FOUNDATION'S ONLINE PORTAL ON ITS WEBSITE SANBORNFOUNDATION.ORG. APPLICANTS MUST BE RESIDENTS OF ARLINGTON, MA. A LETTER IS REQUIRED FROM A PHYSICIAN STATING THE CANCER DIAGNOSIS AND NEED FOR THE REQUESTED SERVICE.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    INDIVIDUAL RECIPIENTS MUST PROVIDE A LETTER OF DIAGNOSIS FROM A PHYSICIAN (OR OTHER HEALTHCARE PROVIDER)
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    THE SANBORN FOUNDATION
    PO BOX 417
    ARLINGTON,MA024760052
    (617) 391-3092
    bThe form in which applications should be submitted and information and materials they should include:
    PROVIDE A STATEMENT OF THE NEED THAT THE PROJECT WILL ADDRESS. DESCRIBE THE PROJECT. INCLUDE GRANT REPORTING, PAST FUNDING, SUMMARIZE OUTCOMES, PROJECT AND ORGANIZATIONAL BUDGET. DESCRIBE, SPECIFICALLY, WHAT THE FUNDS WILL BE USED FOR. PROVIDE A DETAILED DESCRIPTION OF THE SERVICES, ACTIVITIES, OR EQUIPMENT FOR WHICH FUNDS ARE BEING REQUESTED. DESCRIBE YOUR ORGANIZATIONAL STRUCTURE AND SIZE. DESCRIBE HOW THE GRANT WILL BENEFIT THE COMMUNITY OF, OR INDIVIDUALS WITHIN, THE TOWN OF ARLINGTON, MASSACHUSETTS. ATTACH A DETAILED BUDGET, INCLUDING OTHER SOURCES OF FUNDS THAT MAY BE USED FOR THIS PROJECT, SUCH AS MATCHING GRANTS. DESCRIBE AN EVALUATION PLAN FOR THE PROJECT. HOW WILL THE EFFECTIVENESS OF THE FUNDED PROJECT BE DETERMINED? SEND 12 COPIES OF THE COMPLETED AND SIGNED APPLICATION
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANT AWARDEES MUST DEMONSTRATE HOW EFFORTS PRIMARILY BENEFIT OR CAN BE EXPECTED TO BENEFIT RESIDENTS OF ARLINGTON, MA
    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
    ARLINGTON COUNCIL ON AGING
    27 MAPLE STREET
    ARLINGTON,MA02476
    NONE PUBLIC CHARITY FUNDING CANCER RELATED TRANSPORTATION 48,000
    ARLINGTON EDUCATION FOUNDATION
    PO BOX 80
    ARLINGTON,MA02476
    NONE PUBLIC CHARITY ANTI-TOBACCO PROGRAM 25,000
    INDIRECT CONTRIBUTIONS
    PO BOX 417
    ARLINGTON,MA02476
    NONE N/A PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS IN ARLINGTON, MA WHO HAVE A CANCER DIAGNOSIS 311,395
    Total .................................bullet 3a 384,395
    bApproved for future payment
    INDIRECT CONTRIBUTIONS
    PO BOX 417
    ARLINGTON,MA02476
    NONE N/A PROVIDING FINANCIAL ASSISTANCE TO INDIVIDUALS IN ARLINGTON, MA WHO HAVE A CANCER DIAGNOSIS 2,018
    Total .................................bullet 3b 2,018
    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....     14 107,144  
    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 ............
        18 139,717  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aRETURNED GRANTS
            197
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 246,861 197
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    247,058
    (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.)
    11A PRIOR YEAR FUNDING RETURNED
    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:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 8,288 0   8,288

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Name of Bond End of Year Book Value End of Year Fair Market Value
    50000 SHS ALPHABET INC SR GLBL 50,648 50,648
    50000 BLACKROCK INC 52,169 52,169
    50000 CISCO SYS INC SR NT 56,612 56,612
    30000 COMCAST CORP NEW SR NT 33,006 33,006
    50000 DEERE JOHN CAP CORP MTNS FR 52,530 52,530
    50000 INTEL CORP SR NT 51,110 51,110
    50000 MICROSOFT CORP NT 54,608 54,608
    50000 ORACLE CORP SR NT 54,198 54,198
    50000 PEPSICO INC SR NT 51,468 51,468
    50000 PRAXAIR INC NT 51,257 51,257

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Name of Stock End of Year Book Value End of Year Fair Market Value
    240 LINDE PLC 56,655 56,655
    96 SHS ASHLAND GLOBAL HLDGS 6,653 6,653
    256 SHS BERRY GLOBAL GROUP INC 12,530 12,530
    218 SHS CROWN HLDINGS INC COM 19,038 19,038
    207 SHS ECOLAB INC 48,897 48,897
    165 SHS FMC CORP COM NEW 16,435 16,435
    456 LIVENT 7,461 7,461
    234 SHS IHS MARKIT LTD SHS 18,235 18,235
    123 SHS PENTAIR PLC SHS 5,681 5,681
    180 SHS AMETEK INC NEW COM 12,699 12,699
    37 SHS CINTAS CORP 11,311 11,311
    18 SHS COSTAR GROUP INC 13,864 13,864
    420 SHS HONEYWELL INTERNATIONAL INC COM 79,550 79,550
    114 SHS HUBBELL INC COM 9,878 9,878
    247 SHS IAA INC 13,971 13,971
    70 SHS IDEX CORP COM 13,944 13,944
    96 SHS KANSAS CITY SOUTHERN COM 13,064 13,064
    59 SHS L3 HARRIS TECHNOLOGIES 9,829 9,829
    316 SHS MASCO CORP COM 11,865 11,865
    462 OTIS WORLDWIDE CORP COM 31,208 31,208
    150 SHS RAYTHEON 49,842 49,842
    239 SHS REXNORD CORP NEW COM 11,689 11,689
    62 SHS ROPER TECHNOLOGIES INC 67,250 67,250
    207 SHS TRANSUNION COM 17,859 17,859
    270 SHS UNION PAC CORP COM 52,680 52,680
    294 SHS WASTE MGMT 49,059 49,059
    88 SHS ALPHABET INC CAP STK CL C 99,857 99,857
    27 SHS ALPHABET INC CAP STK CLA 59,590 59,590
    1146 COMCAST CORP CL A 35,318 35,318
    178 SHS DISNEY WALT CO 39,316 39,316
    49 SHS LIBERTY BROADBAND CORP COM 7,760 7,760
    663 SHS T MOBILE US INC COM 73,763 73,763
    150 SHS APTIV PLC COM NEW 16,938 16,938
    88 SHS AMAZON.COM INC COM 224,728 224,728
    33 SHS AUTOZONE INC COM 27,265 27,265
    118 SHS CARTER INC COM 9,689 9,689
    200 SHS DOLLAR GEN CORP NEW COM 44,163 44,163
    210 SHS DOLLAR TREE INC COM 19,663 19,663
    39 SHS DOMINOES PIZZA 12,654 12,654
    55 SHS FIVE BELOW 9,624 9,624
    248 SHS HOME DEPOT INC COM 58,702 58,702
    120 SHS MARRIOTT INTERNATIONAL CL A 13,852 13,852
    38 SHS O REILLY AUTOMOTIVE INC NEW COM 14,935 14,935
    199 SHS ROSS STORES INC COM 14,983 14,983
    778 SHS TJX COS INC NEW COM 55,178 55,178
    107 SHS TRACTOR SUPPLY CO COM 16,448 16,448
    415 SHS VF CORP COM 31,602 31,602
    116 SHS BROWN FORMAN CORP CL B 8,022 8,022
    186 SHS CHURCH & DWIGHT INC COM 14,044 14,044
    927 SHS MONDELEZ INTL INC COM 54,202 54,202
    204 SHS MONSTER BEVERAGE CORP NEW COM 16,369 16,369
    385 SHS PEPSICO INC COM 50,867 50,867
    415 SHS SPROUTS FMRS MKT INC COM 7,276 7,276
    307 SHS CHEVRON CORP NEW COM 23,139 23,139
    278 SHS PIONEER NAT RES CO COM 23,917 23,917
    123 SHS AMERIPRISE FINL 20,793 20,793
    101 SHS BLACKROCK INC COM 51,951 51,951
    834 SHS BLACKSTONE GROUP INC 58,329 58,329
    879 SHS INTERCONTINENTAL EXCHANGE, INC COM 70,442 70,442
    606 SHS JPMORGAN CHASE & CO COM 68,745 68,745
    55 SHS MSCI INC CL A 20,986 20,986
    269 SHS PNC FINL SVCS GROUP INC COM 40,081 40,081
    100 S&P GLOBEL 32,873 32,873
    946 SHS SCHWAB CHARLES 71,763 71,763
    1121 SHS US BANCORP DEL COM NEW 46,590 46,590
    193 SHS AMERICAN TOWER CORPORTATION 29,853 29,853
    90 CYRUSONE INC COM 6,584 6,584
    108 SHS SBA COMMUNICATIONS CORP NEW CL A 26,520 26,520
    72 SHS JAZZ PHARMACEUTICALS PLC SHS USED 10,398 10,398
    632 SHS MEDTRONIC PLC SHS 49,199 49,199
    525 ABBOTT LABORATORIES COM 57,482 57,482
    105 SHS ALEXION PHARMACEUTICALS 18,593 18,593
    824 SHS ASTRAZENECA PLC SPONSORED 41,192 41,192
    585 SHS AVANTOR INC COM 16,468 16,468
    306 SHS CIGNA CORP COM 35,807 35,807
    130 SHS CATALET INC COM 13,529 13,529
    63 SHS CHARLES RIV LABORATORIES INTL INC COM 15,741 15,741
    35 SHS COOPER COS INC 11,263 11,263
    549 SHS DANAHER CORP COM 64,421 64,421
    99 SHS EDWARDS LIFESCIENCES CORP COM 23,720 23,720
    293 SHS ENCOMPASS HEALTH CORP 21,169 21,169
    191 SHS EXACT SCIENCES CORP COM 22,126 22,126
    175 SHS GOODRX HLDGS INC COM CL A 7,060 7,060
    104 SHS HCA HEALTHCARE INC 14,801 14,801
    45 SHS HUMANA INC COM 16,000 16,000
    565 SHS JOHNSON & JOHNSON COM 75,228 75,228
    330 SHS MERCK & CO INC NEW COM 15,304 15,304
    97 SHS RESMED INC COM 20,618 20,618
    158 SHS STRYKER CORP COM 46,558 46,558
    67 SHS TELADOC HEALTH 13,397 13,397
    50 SHS TELEFLEX INC COM 17,697 17,697
    168 SHS TERMO FISHER CORP COM 59,620 59,620
    277 SHS UNITEDHEALTH GROUP INC COM 94,333 94,333
    337 SHS ZOETIS INC 51,801 51,801
    251 SHS GENPACT LIMITED 21,342 21,342
    368 MARVELL TECHNOLOGY GROUP LTD 17,495 17,495
    135 SHS ADOBE SYS INC COM 62,015 62,015
    148 SHS AMPHENOL CORP CL A 22,885 22,885
    359 SHS ANALOG DEVICES 47,274 47,274
    85 SHS ANSYS INC COM 26,921 26,921
    387 SHS APPLE INC COM 126,852 126,852
    145 SHS AUTODESK INC COM 38,473 38,473
    306 SHS AUTOMATIC DATA PROCESSING INC COM 35,064 35,064
    52 SHS CDW CORP 12,520 12,520
    194 SHS CADENCE DESIGN SYSTEM INC COM 26,467 26,467
    1263 SHS CISCO SYS INC COM 64,306 64,306
    66 SHS CITRIX SYS INC COM 7,416 7,416
    271 SHS DYNATRACE INC COM 11,726 11,726
    49 SHS ENPHASE ENERGY INC COM 8,598 8,598
    132 SHS ENTEGRIS INC COM 12,685 12,685
    184 SHS EPAM SYS INC COM 45,510 45,510
    97 SHS EVERBRIDGE INC COM 14,460 14,460
    840 SHS FIDELITY NATL INFORMATION SVCS INC COM 64,789 64,789
    920 SHS FISERV INC COM 58,524 58,524
    59 SHS FLEETCOR TECHONOLOGIES INC COM 14,187 14,187
    218 SHS GLOBAL PMTS INC COM 40,714 40,714
    42 SHS KLA CORPORATION 9,580 9,580
    189 SHS KEYSIGHT TECHNOLOGIES 21,663 21,663
    69 SHS LAM RESH CORP 28,336 28,336
    1007 SHS MICROSOFT CORP COM 199,956 199,956
    242 SHS MICROCHIP TECHONOLOGY INC COM 29,003 29,003
    250 SHS PTC INC COM 25,955 25,955
    688 SHS QUALCOMM INC COM 69,772 69,772
    182 SHS SALESFORCE COM INC COM 40,723 40,723
    101 SHS SKYWORKS SOLUTIONS INC COM 13,453 13,453
    281 SHS SMARTSHEET INC COM CL A 19,471 19,471
    56 SHS SPLUNK INC COM 9,514 9,514
    83 SHS SYNOPSIS INC COM 21,517 21,517
    255 SHS TEXAS INSTRUMENTS 37,093 37,093
    42 TWILIO INC CL A 14,217 14,217
    611 SHS VISA INC COM CL A 102,803 102,803
    123 SHS XILINX INC COM 15,169 15,169
    431 SHS AMERICAN ELEC PWR INC COM 35,889 35,889
    232 AMERICAN WTR WKS CO INC NEW COM 35,605 35,605
    86 SHS NEXTERA ENERGY INC COM 50,148 50,148

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    US Government Securities - End of Year Book Value:

    471,157
    US Government Securities - End of Year Fair Market Value:

    471,157
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    7733 SHS CIBC ATLAS ALL CAP GROWTH FUND FMV 270,688 270,688
    19888 MFS INST INT EQUITY FMV 609,387 609,387
    6263.32 SHS MATTHEWS PACIFIC TIGER FUND - IS#102 FMV 231,933 231,933
    34589.766 CIBC ATLAS INCOME FMV 486,332 486,332

    TY 2020 OtherAssetsSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    OTHER RECEIVABLE 536 50 50
    REFUNDABLE EXCISE TAX   187 187


    TY 2020 OtherExpensesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MISCELLANEOUS 386 0   271
    OFFICE EXPENSES 346 0   346
    INSURANCE 800 0   800
    TELECOMMUNICATIONS 255 0   238
    INFORMATION TECHNOLOGY 5,426 0   5,391
    COMMUNITY OUTREACH 5,558 0   5,558
    PAYROLL PROCESSING FEES 2,318 0   2,318


    TY 2020 OtherIncomeSchedule2
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    RETURNED GRANTS 197   197


    TY 2020 OtherIncreasesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Amount
    UNREALIZED GAIN/LOSS ON INVESTMENTS 689,910


    TY 2020 OtherLiabilitiesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED TAXES PAYABLE 31,230 40,925


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT ADMINISTRATION AND ACCOUNTING 29,940 0   29,940
    INVESTMENT ADVISORY FEES 54,595 54,595   0
    PROGRAM CONSULTANT 0 0   0


    TY 2020 TaxesSchedule
    Name:
    ELIZABETH & GEORGE L SANBORN FOUNDATION
     
    FOR THE TREATMENT AND CURE OF CANCER
    EIN:
    04-3452444
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT EXCISE TAX EXPENSE 12,367 0   0