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
Winslow Foundation
 
% Foundation Source
Number and street (or P.O. box number if mail is not delivered to street address)Foundation Source 501 Silverside Rd
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Wilmington, DE198091377
A Employer identification number

22-2778703
B Telephone number (see instructions)

(800) 839-1754
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$44,441,347
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) 0
2 Check bullet.............
3 Interest on savings and temporary cash investments 13,633 13,633  
4 Dividends and interest from securities... 144,797 144,797  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 5,518,156
b Gross sales price for all assets on line 6a 17,274,383
7 Capital gain net income (from Part IV, line 2)... 5,518,156
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)....... 92,482 78,376  
12 Total. Add lines 1 through 11........ 5,769,068 5,754,962  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 129,479     129,479
14 Other employee salaries and wages......        
15 Pension plans, employee benefits....... 18,339     18,339
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... 179,316 179,316    
17 Interest............... 20      
18 Taxes (attach schedule) (see instructions)... 54,044 2,444    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings....... 650     650
22 Printing and publications.......... 550     550
23 Other expenses (attach schedule)....... 179,567 83,841   95,726
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 561,965 265,601   244,744
25 Contributions, gifts, grants paid....... 2,120,000 2,120,000
26 Total expenses and disbursements. Add lines 24 and 25 2,681,965 265,601   2,364,744
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 3,087,103
b Net investment income (if negative, enter -0-) 5,489,361
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.............      
2 Savings and temporary cash investments......... 471,881 447,396 447,396
3 Accounts receivable bullet114,501
Less: allowance for doubtful accounts bullet     114,501 114,501
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) bullet400,000
Less: allowance for doubtful accounts bullet     Click to see attachment400,000 400,000
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 2,976,340 Click to see attachment3,848,078 3,849,159
b Investments—corporate stock (attach schedule)....... 8,645,058 Click to see attachment12,939,237 21,953,992
c Investments—corporate bonds (attach schedule).......   Click to see attachment1,099,870 1,099,587
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 14,244,354 Click to see attachment10,575,654 16,576,712
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 26,337,633 29,424,736 44,441,347
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds 26,337,633 29,424,736
29 Total net assets or fund balances (see instructions)..... 26,337,633 29,424,736
30 Total liabilities and net assets/fund balances (see instructions). 26,337,633 29,424,736
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
26,337,633
2
Enter amount from Part I, line 27a .....................
2
3,087,103
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
29,424,736
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
29,424,736
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly-traded Securities      
b Passthrough K1 Capital Gain/(Loss)      
c COATUE OFFSHORE FUND LTD P 2014-12-31 2020-01-22
d FARALLON CAPITAL F5 INVESTORS I, LP P 2015-06-15 2020-01-30
e PORTOLAN EQUITY OFFSHORE FUND, LTD P 2014-12-31 2020-07-17
(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 8,929,268   8,092,544 836,724
b       1,129,051
c 1,850,600   1,250,000 600,600
d 4,204,501   3,152,734 1,051,767
e 2,290,014   390,000 1,900,014
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       836,724
b        
c       600,600
d       1,051,767
e       1,900,014
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 5,518,156
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 76,302
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  
3 Add lines 1 and 2........................... 3 76,302
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 76,302
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 68,000
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,730
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 73,730
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 39
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 2,611
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCO, NJ
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletFoundation Source Telephone no.bullet (800) 839-1754

    Located atbullet501 Silverside Road Suite 123WilmingtonDE ZIP+4bullet198091377
    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
    Morgan McMillan SEC, EXECUTIVE DIR
    40.0
    96,479 217 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Christopher Wirth VP, Trustee, Treas
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Kelsey Wirth Trustee, Pres
    1.0
    0 0 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    Wren W Wirth Trustee
    10.0
    33,000 217 0
    Foundation Source 501 Silverside Rd
    Wilmington,DE198091377
    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
     
    Total number of other employees paid over $50,000...................bullet  
    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
    Loring Wolcott & Coolidge INVESTMENT MGMT 121,913
    230 CONGRESS STREET 12TH FL
    BOSTON,MA02110
    Foundation Source Administrative 85,758
    55 Walls Drive 3rd Floor
    Fairfield,CT06824
    Total number of others receiving over $50,000 for professional services.............bullet  
    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
    21,101,397
    b
    Average of monthly cash balances.......................
    1b
    2,796,449
    c
    Fair market value of all other assets (see instructions)................
    1c
    18,502,289
    d
    Total (add lines 1a, b, and c).........................
    1d
    42,400,135
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    42,400,135
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    636,002
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    41,764,133
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,088,207
    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
    2,088,207
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    76,302
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    76,302
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,011,905
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    2,011,905
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    2,011,905
    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
    2,364,744
    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
    2,364,744
    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
    2,364,744
    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 2,011,905
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:2018, 2017, 2016  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 81,113
    b From 2016...... 448,170
    c From 2017......  
    d From 2018...... 157,339
    e From 2019...... 176,953
    fTotal of lines 3a through e........ 863,575
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,364,744
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount..... 2,011,905
    e Remaining amount distributed out of corpus 352,839
    5 Excess distributions carryover applied to 2020.    
    (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 1,216,414
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    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......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    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) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
    81,113
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    1,135,301
    10 Analysis of line 9:
    a Excess from 2016.... 448,170
    b Excess from 2017....  
    c Excess from 2018.... 157,339
    d Excess from 2019.... 176,953
    e Excess from 2020.... 352,839
    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).)
    NONE
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (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
    ACTBLUE CHARITIES INC
    366 SUMMER ST
    SOMERVILLE,MA02144
    N/A PC ProGeorgia State Table 40,000
    ACTBLUE CHARITIES INC
    366 SUMMER ST
    SOMERVILLE,MA02144
    N/A PC Pro Georgia State Table 40,000
    ALLIANCE FOR YOUTH ORGANIZING
    915 5TH ST NW
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 40,000
    ALLIANCE FOR YOUTH ORGANIZING
    915 5TH ST NW
    WASHINGTON,DC20001
    N/A PC Texas Civic Fund 10,000
    APPALACHIAN VOICES
    589 WEST KING ST
    BOONE,NC28607
    N/A PC General & Unrestricted 60,000
    ARIZONA CENTER FOR EMPOWERMENT
    5710 N 19TH AVE
    PHOENIX,AZ85015
    N/A PC civic engagement and democracy work 50,000
    BETTER FUTURE PROJECT INC
    30 BOW ST
    CAMBRIDGE,MA02138
    N/A PC Divest Harvard INITIATIVE 15,000
    BETTER FUTURE PROJECT INC
    30 BOW ST
    CAMBRIDGE,MA02138
    N/A PC Divest Ed project 75,000
    BLUEPRINT NORTH CAROLINA
    3125 POPLARWOOD CT STE 300
    RALEIGH,NC27604
    N/A PC General & Unrestricted 70,000
    BVM CAPACITY BUILDING INSTITUTE INC
    3645 MARKETPLACE BLVD STE 130-209
    EAST POINT,GA30344
    N/A PC General & Unrestricted 180,000
    CENTER FOR BIOLOGICAL DIVERSITY INC
    PO BOX 710
    TUCSON,AZ85702
    N/A PC General & Unrestricted 1,000
    CENTER FOR POPULAR DEMOCRACY
    449 TROUTMAN ST STE A
    BROOKLYN,NY11237
    N/A PC OnePA's C3 civic engagement project 30,000
    COLORADO CHAUTAUQUA ASSOCIATION
    900 BASELINE RD
    BOULDER,CO80302
    N/A PC General & Unrestricted 1,000
    COLORADO CHAUTAUQUA ASSOCIATION
    900 BASELINE RD
    BOULDER,CO80302
    N/A PC To be used for the Waterwise Garden 1,000
    COLORADO CHAUTAUQUA ASSOCIATION
    900 BASELINE RD
    BOULDER,CO80302
    N/A PC WinterFest Art in the Park 1,000
    CRESTED BUTTE LAND TRUST
    PO BOX 2224
    CRESTED BUTTE,CO81224
    N/A PC General & Unrestricted 2,500
    CRESTED BUTTE MOUNTAIN HERITAGE MUSEUM INC
    331 ELK AVE
    CRESTED BUTTE,CO81224
    N/A PC General & Unrestricted 500
    ECOFLIGHT
    307 L AABC
    ASPEN,CO81611
    N/A PC General & Unrestricted 1,000
    FAIR ELECTIONS CENTER
    1825 K ST NW STE 450
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 40,000
    FRIENDS OF UNFPA INC
    605 3RD AVE 4TH FL
    NEW YORK,NY10158
    N/A PC General & Unrestricted 119,000
    GOVERNMENT ACCOUNTABILITY PROJECT INC
    1612 K ST NW
    WASHINGTON,DC20006
    N/A PC General & Unrestricted 50,000
    GUARDIAN ORG FOUNDATION
    900 17TH ST NW STE 250
    WASHINGTON,DC20006
    N/A PC Guardian's environmental coverage 500
    GUNNISON COUNTRY FOOD PANTRY
    321 N COLORADO ST
    GUNNISON,CO81230
    N/A PC General & Unrestricted 2,000
    HIGH COUNTRY CONSERVATION ADVOCATES
    PO BOX 1066
    CRESTED BUTTE,CO81224
    N/A PC General & Unrestricted 2,000
    HIGH COUNTRY NEWS
    PO BOX 1090
    PAONIA,CO81428
    N/A PC General & Unrestricted 500
    HOME ENERGY EFFICIENCY TEAM INC
    21 ACORN ST
    CAMBRIDGE,MA02139
    N/A PC General & Unrestricted 2,000
    INSTITUTE FOR ENERGY ECONOMICS AND FINANCIAL ANALY
    14900 DETROIT AVE STE 206
    LAKEWOOD,OH44107
    N/A PC General & Unrestricted 30,000
    ISAIAH
    2356 UNIVERSITY AVE W STE 405
    SAINT PAUL,MN55114
    N/A PC General & Unrestricted 40,000
    LEAGUE OF CONSERVATION VOTERS EDUCATION FUND
    740 15TH ST NW 7TH FL
    WASHINGTON,DC20005
    N/A PC civic engagement work 40,000
    MARCH ON MARYLAND INC
    820 RITCHIE HWY STE 250
    SEVERNA PARK,MD21146
    N/A PC Future Coalition 40,000
    MARINE CONSERVATION BIOLOGY INSTITUTE
    1914 N 34TH ST STE 400
    SEATTLE,WA98103
    N/A PC General & Unrestricted 100,000
    MOTHERS OUT FRONT INC
    PO BOX 55071 23689
    BOSTON,MA02205
    N/A PC General & Unrestricted 400,000
    NEW GEORGIA PROJECT INCORPORATED
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316
    N/A PC General & Unrestricted 60,000
    NEW JERSEY CONSERVATION FOUNDATION
    BAMBOO BROOK 170 LONGVIEW RD
    FAR HILLS,NJ07931
    N/A PC General & Unrestricted 2,500
    OPEN SPACE INSTITUTE INC
    1350 BROADWAY RM 201
    NEW YORK,NY10018
    N/A PC General & Unrestricted 2,500
    PENNSYLVANIA VOICE
    123 S BROAD ST
    PHILADELPHIA,PA19109
    N/A PC Voter Assistance Program 50,000
    PEOPLE AND POLLINATORS ACTION NETWORK
    PO BOX 355
    NIWOT,CO80544
    N/A PC General & Unrestricted 2,000
    PINELANDS PRESERVATION ALLIANCE INC
    17 PEMBERTON RD
    SOUTHAMPTON,NJ08088
    N/A PC General & Unrestricted 2,500
    PUBLIC BROADCASTING OF COLORADO INC
    7409 S ALTON CT
    CENTENNIAL,CO80112
    N/A PC General & Unrestricted 500
    RURAL UTAH PROJECT EDUCATION FUND
    323 S 600 E STE 130
    SALT LAKE CTY,UT84102
    N/A PC Navajo and Hopi Families COVID-19 Relief Fund 1,000
    RURAL UTAH PROJECT EDUCATION FUND
    323 S 600 E STE 130
    SALT LAKE CTY,UT84102
    N/A PC Navajo & Hopi Families COVID-19 Relief Fund 8,000
    SAVING NATURE INC
    1 BLAND SPRING PL
    DURHAM,NC27713
    N/A PC General & Unrestricted 100,000
    SILENT TRACKS
    PO BOX 2022
    CRESTED BUTTE,CO81224
    N/A PC General & Unrestricted 400
    SOUTHERN UTAH WILDERNESS ALLIANCE
    425 E 100 S
    SALT LAKE CITY,UT84111
    N/A PC General & Unrestricted 400
    STANFORD UNIVERSITY
    PO BOX 20466
    STANFORD,CA94309
    N/A PC Center for Conservation Biology 100,000
    SUNRISE MOVEMENT EDUCATION FUND
    50 F ST NW STE 700
    WASHINGTON,DC20001
    N/A PC General & Unrestricted 60,000
    SUSTAINABLE MARKETS FOUNDATION
    45 WEST 36TH ST 6TH FLOOR
    NEW YORK,NY10018
    N/A PC Eco-Accountability Project 100,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903
    N/A PC General & Unrestricted 50,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903
    N/A PC Science Communication Network 40,000
    VIRGINIA ORGANIZING INC
    703 CONCORD AVE
    CHARLOTTESVILLE,VA22903
    N/A PC Environmental Health Sciences 1,200
    WESTERN RESOURCE ADVOCATES
    2260 BASELINE RD
    BOULDER,CO80302
    N/A PC General & Unrestricted 1,000
    WILDAID INC
    333 PINE ST STE 300
    SAN FRANCISCO,CA94104
    N/A PC General & Unrestricted 500
    WILDEARTH GUARDIANS
    301 N GUADALUPE ST STE 201
    SANTA FE,NM87501
    N/A PC General & Unrestricted 50,000
    WOODWELL CLIMATE RESEARCH CENTER INC
    149 WOODS HOLE RD
    FALMOUTH,MA02540
    N/A PC General & Unrestricted 2,500
    WORLD POPULATION BALANCE
    2388 UNIVERSITY AVE W 1ST FL 4
    ST PAUL,MN55114
    N/A PC One Planet, One Child Billboard Campaign 1,000
    Total .................................bullet 3a 2,120,000
    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 13,633  
    4 Dividends and interest from securities....     14 144,797  
    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 5,518,156  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 Inc/Loss
        14 78,376  
    bFederal Tax Refund     01 14,106  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   5,769,068  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    5,769,068
    (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

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    TY 2020 DepreciationSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Description of Property Date Acquired Cost or Other Basis Prior Years' Depreciation Computation Method Rate /
    Life (# of years)
    Current Year's Depreciation Expense Net Investment Income Adjusted Net Income Cost of Goods Sold Not Included

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Name of Bond End of Year Book Value End of Year Fair Market Value
    LATINO COMMUNITY CREDIT UNION 250,000 250,000
    SELF HELP FEDERAL CREDIT UNION 250,000 250,000
    SELF HELP FEDERAL CREDIT UNION 250,000 250,000
    VCC BANK CD - 0.000% - 10/15/2 250,000 250,000
    VISA INC GREEN BONDS - 0.750% 99,870 99,587

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ADOBE SYSTEMS, INC 412,941 806,694
    ALIGN TECHNOLOGY, INC 153,193 320,628
    ALPHABET INC CL A 312,073 455,686
    AMAZON COM 348,313 840,288
    AMERICAN TOWER REIT INC 450,082 680,338
    APPLE INC 294,445 756,333
    BECTON DICKINSON & CO 363,738 386,590
    BEYOND MEAT INC 82,341 87,500
    CANADIAN NATL RAILWAY CO 285,281 376,786
    CHIPOTLE MEX GRILL 191,691 202,460
    CME GROUP, INC 137,954 213,545
    COSTCO WHOLESALE CORPORATION 149,917 152,596
    DANAHER CORP 484,406 749,278
    EDWARDS LIFESCIENCES 202,125 244,953
    EQUINIX, INC 123,402 279,244
    ESTEE LAUDER COMPANIES INC 185,318 299,730
    FACEBOOK INC 189,428 335,987
    FISERV INC 390,416 469,103
    HDFC BANK LTD ADR 185,226 283,621
    HOME DEPOT INC 262,874 322,728
    IDEXX CORP 220,293 517,365
    IHS MARKIT LTD 83,186 227,270
    ILLUMINA INC COM 180,940 334,110
    INTUIT 421,066 666,637
    INTUITIVE SURGICAL 99,980 340,330
    IQVIA HOLDINGS INC 310,076 362,819
    MASTERCARD INC 417,722 633,569
    MICROSOFT CORP 497,000 821,397
    NETFLIX INC 75,762 210,344
    NIKE INC-CL B 367,729 750,923
    NOVOZYMES A/S UNSP/ADR 181,652 209,447
    NVIDIA CORP 102,648 342,041
    NXP SEMICONDUCTORS 214,598 387,189
    PAYCOM SOFTWARE 166,133 544,961
    PAYPAL HOLDINGS, INC 318,720 930,710
    ROPER INDUSTRIES 303,886 433,245
    S&P GLOBAL INC COM 86,962 239,315
    SALESFORCE.COM 310,187 472,876
    SERVICE NOW 141,594 173,385
    SNAP INC. 156,801 404,215
    STARBUCKS CORP COM 292,715 419,897
    STRYKER CORPORATION 334,311 452,099
    THE TRADE DESK INC 110,679 440,550
    THERMO FISHER SCIENTIFIC INC 246,180 463,451
    TJX COMPANIES INC 239,320 301,159
    TREX CO INC 139,243 164,928
    UNILEVER PLC AMER 295,547 323,831
    VANGUARD SHORT TERM INVESTMENT 500,000 501,364
    VISA INC 312,933 796,396
    WALT DISNEY HOLDINGS CO 305,326 471,974
    WEX, INC 300,884 352,107

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    US Government Securities - End of Year Book Value:

    3,848,078
    US Government Securities - End of Year Fair Market Value:

    3,849,159
    State & Local Government Securities - End of Year Book Value:


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


     


    TY 2020 InvestmentsOtherSchedule2
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    CONVERGENT DENTAL INC   200,001 200,003
    GENERATION IM GLOBAL EQUITY FU   8,703,880 12,786,048
    KING STREET CAPITAL, LTD     110,018
    LOEB ARBITRAGE FUND   39,041 42,460
    MAVERICK HOLDINGS C, LTD   432,730 877,208
    ROCKSPRING   1,000,000 2,360,973
    TAIGA BIOTECHNOLOGIES, INC   200,002 200,002

    TY 2020 OtherExpensesSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Administrative Fees 85,758     85,758
    Bank Charges 449 449    
    Indemnification Insurance 8,413     8,413
    K-1 Exp GENERATION IM GLOBAL E 82,907 82,907    
    K-1 Exp LOEB ARBITRAGE FUND 485 485    
    OFFICE SUPPLIES 230     230
    Postage/Delivery Service 429     429
    Registered Agent Fee 391     391
    State or Local Filing Fees 76     76
    Website Hosting/Support 429     429


    TY 2020 OtherIncomeSchedule2
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 Inc/Loss GENERATION IM GLOBAL EQUITY FUND LLC 78,228 78,228  
    K-1 Inc/Loss LOEB ARBITRAGE FUND 148 148  
    Federal Tax Refund 14,106    


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    TY 2020 OtherNotesLoansRcvblLongSch
    Name:
    Winslow Foundation
    EIN:
    22-2778703

    Borrower's Name Relationship to Insider Original Amount of Loan Balance Due Date of Note Maturity Date Repayment Terms Interest Rate Security Provided by Borrower Purpose of Loan Description of Lender Consideration Consideration FMV
    CRAFT3   200,000 200,000 2020-10 2022-10 INTEREST ANNUAL, PRINCIPAL AT MATURITY 185 % NONE INVESTMENT CASH CASH 200,000
    THE COOPERATIVE FUND OF NEW ENGLAND INC   200,000 200,000 2020-10 2022-10 INTEREST ANNUAL, PRINCIPAL UPON MATURITY 2 % NONE INVESTMENT CASH CASH 200,000

    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Services 179,316 179,316    


    TY 2020 TaxesSchedule
    Name:
    Winslow Foundation
    EIN:
    22-2778703
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990-PF Estimated Tax for 2020 51,600      
    Foreign Tax Paid 2,444 2,444