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
DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)45 SCHOOL ST 5TH FLOOR
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA021083204
A Employer identification number

04-3423462
B Telephone number (see instructions)

(781) 461-0163
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$4,555,006J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments 1,579 1,579  
4 Dividends and interest from securities... 64,955 61,521  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 28,581
b Gross sales price for all assets on line 6a 206,654
7 Capital gain net income (from Part IV, line 2)... 29,092
8 Net short-term capital gain......... 0
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 68,725 68,849  
12 Total. Add lines 1 through 11........ 163,840 161,041  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 3,000 3,000 0 0
c Other professional fees (attach schedule).... Click to see attachment 31,619 31,619   0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 9,761 298   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 895      
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 45,275 34,917 0 0
25 Contributions, gifts, grants paid....... 366,626 366,626
26 Total expenses and disbursements. Add lines 24 and 25 411,901 34,917 0 366,626
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -248,061
b Net investment income (if negative, enter -0-) 126,124
c Adjusted net income (if negative, enter -0-)... 0
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 158,351 45,805 45,805
2 Savings and temporary cash investments......... 499,084 210,376 210,376
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet0      
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 1,532,280 Click to see attachment1,575,584 3,351,117
c Investments—corporate bonds (attach schedule)....... 400,633 Click to see attachment601,547 609,900
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment879,752 Click to see attachment788,727 Click to see attachment337,808
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 3,470,100 3,222,039 4,555,006
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 3,470,100 3,222,039
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)..... 3,470,100 3,222,039
30 Total liabilities and net assets/fund balances (see instructions). 3,470,100 3,222,039
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
3,470,100
2
Enter amount from Part I, line 27a .....................
2
-248,061
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
3,222,039
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
3,222,039
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 700. AFLAC INC   2003-07-18 2020-09-14
b 600. CARRIER GLOBAL CORPORATION   2000-08-07 2020-04-17
c 50000. EBAY INC SR GLBL NT DTD 07/28/2014 2.875   2014-09-17 2020-08-10
d 50000. FISERV INC SR GLBL NT DTD 05/22/2015 2.7   2015-06-10 2020-06-01
e 100. MICROSOFT CORP   2004-04-21 2020-06-22
300. OTIS WORLDWIDE CORP GLBL COM   2000-08-07 2020-04-17
800. SCHLUMBERGER LTD   2005-01-26 2020-04-17
400. SCHLUMBERGER LTD   2019-12-04 2020-04-17
700. WELLS FARGO & CO   2000-10-13 2020-09-14
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
CAPITAL GAIN DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 25,614   11,197 14,417
b 7,964   3,135 4,829
c 51,280   49,522 1,758
d 50,000   49,564 436
e 19,966   2,531 17,435
14,091   4,700 9,391
11,917   26,905 -14,988
5,958   14,483 -8,525
17,038   15,525 1,513
      2,826
      2,826
      2,826
      2,826
      2,826
      2,826
      2,826
      2,826
      2,826
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       14,417
b       4,829
c       1,758
d       436
e       17,435
      9,391
      -14,988
      -8,525
      1,513
       
       
       
       
       
       
       
       
       
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 29,092
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 1,753
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 1,753
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 1,753
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 5,066
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 5,066
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 3,313
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet3,313 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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 addressbullet  
    14
    The books are in care ofbulletAMANDA JUSTICE Telephone no.bullet (781) 320-1426

    Located atbullet55 ELM ST DEDHAM MADEDHAMMA ZIP+4bullet02026
    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
    GERARD LAVOIE TRUSTEE
    1     		0    
    20 FAIRFIELD ST
    REHOBOTH,MA02769
    JUANITA ALLEN KINGSLEY TRUSTEE
    1     		0    
    165 HIGHLAND STREET
    DEDHAM,MA02026
    MARK C INGALLS TRUSTEE
    1     		0    
    10 ELLIOT CIRCLE
    NORTH EASTON,MA02356
    PETER G BROWN TRUSTEE
    1     		0    
    39 KENILWORTH RD
    WELLESLEY,MA02482
    LIZ BISSELL TRUSTEE
    1     		0    
    3 UPLAND WOODS CIRCLE 306
    NORWOOD,MA02062
    DEAN P PLAKIAS TRUSTEE
    1     		0    
    23 BOYDEN ROAD
    MEDFIELD,MA02052
    BEVERLY SOMERVILLE TRUSTEE
    1     		0    
    44 HILLIS ROAD
    HYDE PARK,MA02136
    DEAN STEEGER TRUSTEE
    1     		0    
    SIX COUNTRY WAY
    MEDFIELD,MA02052
    TOM FILBIN TRUSTEE
    1     		0    
    107 BIRCH TREE DRIVE
    WESTWOOD,MA02090
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,349,012
    b
    Average of monthly cash balances.......................
    1b
    538,463
    c
    Fair market value of all other assets (see instructions)................
    1c
    476,741
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,364,216
    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
    4,364,216
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    65,463
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,298,753
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    214,938
    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
    214,938
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    1,753
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    1,753
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    213,185
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    213,185
    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
    213,185
    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
    366,626
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    366,626
    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
    366,626
    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 7 213,185
    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...... 91,409
    b From 2016...... 96,709
    c From 2017...... 101,552
    d From 2018...... 60,351
    e From 2019...... 246,586
    fTotal of lines 3a through e........ 596,607
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 366,626
    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..... 213,185
    e Remaining amount distributed out of corpus 153,441
    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 5 750,048
    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) ...     		91,409
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		658,639
    10 Analysis of line 9:
    a Excess from 2016.... 96,709
    b Excess from 2017.... 101,552
    c Excess from 2018.... 60,351
    d Excess from 2019.... 246,586
    e Excess from 2020.... 153,441
    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).)
    NA
    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.
    NA
    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:
    GERARD R LAVOIE
    55 ELM STREET
    DEDHAM,MA02026
    (781) 461-0163
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATIONS ARE AVAILABLE BY REQUEST
    cAny submission deadlines:
    10/31/2020 FOR DECEMBER 2020 GRANTS; 04/30/2021 FOR JUNE 2021 GRANTS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    MUST BE 501(c)(3) ORGANIZATION
    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
    BOSTON MEDICAL CTR FOOD PANTRY
    1 BOSTON MEDICAL CTR
    BOSTON,MA02118     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    FRIENDLY FOOD PANTRY OF
    RANDOLPH
    1 TURNER LANE
    RANDOLPH,MA02368     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    CHARLES RIVER YMCA
    863 GREAT PLAIN AVE
    NEEDHAM,MA02492     		NONE SECTION 501 (C) (3) FUND EDUCATION PROGRAM FOR 10,000
    UMC ILSE MARKS FOOD PANTRY
    116 SEAVER STREET
    STOUGHTON,MA02072     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    HOLBROOK ECUMENICAL FOOD
    PANTRY
    322 S FRANKLIN STREET
    HOLBROOK,MA02343     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    ASHLAND FOOD PANTRY
    162 W UNION STREET
    ASHLAND,MA01721     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    GOLDEN OPPORTUNITY FOR
    INDEPENDENCE
    323 HIGH ST
    WALPOLE,MA02081     		NONE SECTION 501 (3) (C) FUND POLICE OFFICER 7,500
    TWELFTH BAPTIST CHURCH
    160 WARREN STREET
    ROXBURY,MA02119     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    ST FRANCIS HOUSE MEALS
    38 BOYLSTON STREET
    BOSTON,MA02116     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    ALS ASSOCIATION
    685 CANTON ST STE 103
    NORWOOD,MA02062     		NONE SECTION 501 (3) (C) FUND PURCHASE OF LAPTOPS 7,500
    DEDHAM PUBLIC SCHOOLS
    ATTN DON LANDENHORST
    100 WHITING AVE
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) PURCHASE OF STUDENT 4,875
    ROSE'S BOUNTY
    77 STRATFORD STREET
    WEST ROXBURY,MA02132     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    SACRED HEART CHURCH FOOD
    PANTRY
    311 RIVER STREET
    WALTHAM,MA02453     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    CHARLES RIVER CENTER
    59 E MILITIA HEIGHTS DRIVE
    NEEDHAM,MA02492     		NONE SECTION 501 (C) (3) FUND MARKETING COLLATERAL 6,500
    THE CHARITY GUILD
    501 MAIN STREET P O BOX 4856
    BROCKTON,MA023034856     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    VOICE OF TABERNACLE MULTI
    SERVICE CENTER
    47 - 49 EDGEWATER DRIVE
    MATTAPAN,MA02126     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    WEYMOUTH FOOD PANTRY
    CROSSROADS WORSHIP CHURCH
    241 BROAD ST
    WEYMOUTH,MA02188     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    BEDFORD COMMUNITY TABLE &
    FOOD PANTRY
    12 MUDGE WAY
    BEDFORD,MA01730     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    BETH ISRAEL DECONESS HOSPITAL
    148 CHESTNUT STREET
    NEEDHAM,MA02492     		NONE SECTION 501 (3) (C) FUND EQUIPMENT, 25,000
    ATTLEBORO FOOD PANTRY
    SALVATION ARMY
    5 MECHANICS ST
    ATTLEBORO,MA02703     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    BROCKTON AREA MULTI-SERVICES
    INC
    10 CHRISTYS DRIVE
    BROCKTON,MA02031     		NONE SECTION 501 (3) (C) FUND PURCHASE OF EQUIPMENT 10,000
    FOURTH PRESBYTERIAN CHURCH
    FOOD PANTRY
    340 DORCHESTER AVE
    SOUTH BOSTON,MA02127     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    THE COMMUNITY BUILDERS
    282 TALBOT AVE
    DORCHESTER,MA02124     		NONE SECTION 501 (C) (3) FUND FACILITY RENOVATIONS 7,000
    DR THOMAS CURAN EDUCATION CTR
    1100 HIGH STREET
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) FUND PURCHASE OF LARGE 6,500
    ECUMENICAL SOCIAL ACTION
    COMMITTEE INC
    434 JAMAICAWAY
    JAMAICA PLAIN,MA02130     		NONE SECTION 501 (C) (3) FUND UPGRADES TO IT 5,000
    NORWOOD ADULT HEALTH CENTER
    595 PLEASANT ST
    NORWOOD,MA02062     		NONE SECTION 501 (C) (3) FUND PURCHASES OF VARIOUS 4,705
    DOVE INC
    P O BOX 690267
    QUINCY,MA02269     		NONE SECTION 501 (C) (3) MAJOR PORCH REPAIRS FOR 5,000
    BLUE HILLS ADULT EDUCATION
    322 SPRAGUE ST
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) FUND SIGNAGE, REPAIRS, 11,750
    DEDHAM VILLAGE PRESERVATION
    P O BOX 1037
    DEDHAM,MA02027     		NONE SECTION 501 (C) (3) FUND LANDSCAPING & PLANTING 10,000
    DEDHAM CHORAL SOCIETY
    P O BOX 1338
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) FUND SUPPORT FOR UPCOMING 5,000
    THE COMMUNITY CORNER
    282 TALBOT AVE
    DORCHESTER,MA02124     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    CATHOLIC MEMORIAL SCHOOL
    235 BAKER STREET
    WEST ROXBURY,MA02132     		NONE SECTION 501 (C) (3) FUND STATE-OF-THE-ART LASER 10,000
    NEPONSET VALLEY HUMANE SOCIETY
    P O BOX 544
    NORWOOD,MA02062     		NONE SECTION 501 (C) (3) FUND SPAY/NEUTER FOR 2,500
    THE ECUMENICAL COMMUNITY
    FOOD PANTRY OF NORWOOD INC
    150 CHAPEL STREET
    NORWOOD,MA02062     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    THE DOVER NEIGHBORS FUND
    25 MAIN ST
    DOVER,MA02030     		NONE SECTION 501 (C) (3) FUND NEED REQUESTS IN THE 2,500
    NEEDHAM COMMUNITY COUNCIL
    FOOD PANTRY
    570 HILLSIDE AVE
    NEEDHAM,MA02494     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    JAMAICA PLAIN NEIGHBORHOOD
    DEVELOPMENT CORPORATION
    31 GERMANIA STREET
    JAMAICA PLAIN,MA02130     		NONE SECTION 501 (C) (3) FUND FACILITIES 10,000
    MARTHA JONES ELEMENTARY
    SCHOOL PTO
    MARTHA JONES ROAD
    WESTWOOD,MA02090     		NONE SECTION 501 (C) (3) PURCHASE OF CHAIRS FOR 4,200
    BARNARD PLACE PARK CORPORATION
    10 BARNARD PLACE
    SOUTH BOSTON,MA02127     		NONE SECTION 501 (C) (3) FUND DEVELOPMENT OF NEW 5,000
    JFCS CANTON
    1301 WASHINGTON STREET
    CANTON,MA02021     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    HESSCO
    1 MERCHANT ROAD
    SHARON,MA02067     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    MASS INSIGHT EDUCATION & RESEARCH
    69 CANAL STREET
    BOSTON,MA02114     		NONE SECTION 501 (C) (3) PROGRAMMING FOR LOW-INCOME 7,500
    NEEDHAM COMMUNITY FARM
    P O BOX 920877
    NEEDHAM,MA02492     		NONE SECTION 501 (C) (3) FUND FACILITIES UPGRADE 5,000
    NOTRE DAME EDUCATION CENTER INC
    BARNARD PLACE PARK CORPORATION
    200 OLD COLONY AVENUE
    SOUTH BOSTON,MA02127     		NONE SECTION 501 (C) (3) FUND UPGRADES TO FACILITIES 10,000
    FRAMINGHAM FOOD PANTRY
    SALVATION ARMY
    59 HOWARD ST
    FRAMINGHAM,MA01702     		NONE SECTION 501 (3) (C) TO FUND FOOD DONATIONS 2,500
    NEWTON COMMUNITY FARM
    303 NAHANTON STREET
    NEWTON,MA02459     		NONE SECTION 501 (C) (3) INSTALL FENCING FOR PEST 2,891
    VFW BUILDING CORPORATION
    193 DEAN STREET
    NORWOOD,MA02062     		NONE SECTION 501 (C) (3) FUND FACILITIES REPAIRS 10,000
    ROSLINDALE FOOD PANTRY
    25 CUMMINS HWY
    ROSLINDALE,MA02131     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    SOUTH BOSTON NEIGHBORHOOD HOUSE
    BARNARD PLACE PARK CORPORATION
    136 H STREET
    SOUTH BOSTON,MA02127     		NONE SECTION 501 (3) (C) FUND 5,000
    BRAINTREE HOLIDAYS FRIENDS
    PANTRY
    46 LINCOLN ST
    BRAINTREE,MA02184     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    HANLON ELEMENTARY PTO
    790 GAY STREET
    WESTWOOD,MA02090     		NONE SECTION 501 (C) (3) FUND FACILITY UPGRADES 8,440
    JP MOVIE NIGHT CENTRE FOR FAITH
    ART & JUSTICE
    633 CENTRE STREET
    JAMAICA PLAIN,MA02130     		NONE SECTION 501 (C) (3) TO FUND DIGITAL MARKETING 5,000
    WALPOLE COMMUNITY FOOD PANTRY
    1303 WASHINGTON STREET
    WALPOLE,MA02081     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    USCC HYDE PARK FOOD PANTRY
    1179 RIVER STREET
    HYDE PARK,MA02136     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    SOUTH BOSTON NEIGHBORHOOD
    DEV CORP
    273 D STREET
    SOUTH BOSTON,MA02127     		NONE SECTION 501 (C) (3) FUND UPGRADES TO FACILITIES 25,000
    PARKWAY COMMUNITY YMCA
    1972 CENTRE STREET
    WEST ROXBURY,MA02132     		NONE SECTION 501 (C) (3) FUND THE ACCESS SCHOLARSHIP 10,000
    DEDHAM FOOD PANTRY
    600 WASHINGTON STREET
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 4,000
    QUINCY FOOD PANTRY
    6 BAXTER STREET
    QUINCY,MA02169     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,500
    SCHOOL ON WHEELS OF
    MASSACHUSETTS
    100 LAUREL STREET
    EAST BRIDGEWATER,MA02033     		NONE SECTION 501 (C) (3) FUND TUTORING PROGRAM FOR 5,000
    WESTWOOD COMMUNITY FOOD
    PANTRY
    60 NAHANT STREET
    WESTWOOD,MA02090     		NONE SECTION 501 (C) (3) TO FUND FOOD DONATIONS 2,000
    DEDHAM HISTORICAL SOCIETY
    P O BOX 215
    DEDHAM,MA02026     		NONE SECTION 501 (C) (3) FUND WEBSITE REDESIGN 10,000
    WESTWOOD MEDIA CENTER
    15 PERWAL STREET
    WESTWOOD,MA02090     		NONE SECTION 501 (C) (3) FUND THE DEVELOPMENT OF A 10,000
    FRIENDS OF DEDHAM LIBRARY
    P O BOX 322
    DEDHAM,MA02027     		NONE SECTION 501 (C) (3) FUND A YEAR OF SEVERAL 3,915
    SOUTHWEST BOSTON COMMUNITY
    DEVELOPMENT CORPORATION
    11 FAIRMOUNT AVENUE
    HYDE PARK,MA02136     		NONE SECTION 501 (C) (3) FUND RENOVATIONS FOR LOW 17,350
    Total .................................bullet 3a 366,626
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,579  
    4 Dividends and interest from securities....     14 64,955  
    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.....     18 68,725  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 28,581  
    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)..   163,840  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    163,840
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


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


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE 3,000 3,000    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Name of Bond End of Year Book Value End of Year Fair Market Value
    BECTON DICKINSON NT 11/8/11 3. 49,965 51,109
    EBAY INC NT 7/28/14 2.875%    
    FISERV INC NT 5/22/15 2.7%    
    WALGREEN CO SR NT DTD 9/13/12 50,738 52,193
    TORONTO DOMINION BANK DTD 6/12 50,067 50,659
    UNITED PARCEL SERVICE DTD 11/1 50,239 50,041
    NETAPP INC DTD 12/12/2012 3.25 50,313 52,088
    GOLDMAN SACHS GR INC DTD 1/23/ 50,225 52,831
    FEDERATED HERMS ULTRASHORT BD 300,000 300,979

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AFLAC INC    
    ALPHABET INC CL C 19,542 122,632
    APPLE INC 27,262 159,228
    ADP INC 21,042 105,720
    BECTON DICKINSON 23,789 75,066
    CARMAX INC 14,530 94,460
    DANAHER CORP 14,988 133,284
    ECOLAB INC 22,010 108,180
    FIRST TR NORTH AMER ENERGY 117,452 104,850
    FORTIVE CORP 17,917 42,492
    FISERV INC 63,726 102,474
    IRON MTN INC COM 55,978 64,856
    ISHARES IBOXX 35,594 48,346
    JOHNSON & JOHNSON 51,979 110,166
    MCDONALDS CORP 26,481 85,832
    MERCK & CO 30,128 65,440
    METTLER TOLEDO 26,728 113,968
    MICROSOFT CORP 19,720 155,694
    O REILLY AUTOMOTIVE INC 5,086 113,142
    PEPSICO INC 26,438 88,980
    PROCTER & GAMBLE 31,518 111,312
    QUALCOMM INC 29,762 121,872
    ROPER TECH INC 57,457 107,773
    SCHLUMBERGER LTD    
    STRYKER CORP 27,099 98,016
    TORONTO DOMINION 73,670 90,272
    UNITED TECH CORP    
    VANGUARD INTERM 15,666 18,570
    WELLS FARGO    
    CHUBB LTD COM 68,671 76,960
    CHECK POINT SOFTWARE TECH 32,107 66,455
    ISHARES S/T CORP BOND ETF 31,300 33,102
    STANLEY BLACK & DECKER INC 45,189 53,568
    BOOKING HLDGS INC 66,061 77,954
    CHURCH & DWIGHT CO 84,154 104,676
    CHEVRON CORP NEW 71,534 59,115
    GALAGHER ARTHUR J & CO 70,108 98,968
    JP MORGAN CHASE & CO 73,614 76,242
    VISA INC COM CL A 102,580 131,238
    WATSCO INC 60,176 79,292
    RAYTHEON TECH CORP COM 11,425 42,906
    VONTIER CORP 3,103 8,016

    TY 2020 OtherAssetsSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PSC PE FUND VIII LP 539,920 514,356 230,801
    PSC PE FUND VII LP 339,832 274,371 107,007


    TY 2020 OtherExpensesSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INSURANCE EXPENSE 895 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PSC PRIVATE EQUITY FUND VIII LP 74,186 74,272  
    PSC PRIVATE EQUITY FUND VII LP -5,461 -5,423  


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 31,619 31,619    


    TY 2020 TaxesSchedule
    Name:
    DEDHAM INSTITUTION FOR SAVINGS FOUNDATION
    EIN:
    04-3423462
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 298 298   0
    FEDERAL TAX PAYMENT - PRIOR YE 9,463 0   0