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
HAMPSHIRE FOUNDATION INC EA0314745
 
Number and street (or P.O. box number if mail is not delivered to street address)200 BELLEVUE PARKWAY SUITE 250
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
WILMINGTON, DE198093747
A Employer identification number

45-4291634
B Telephone number (see instructions)

(302) 793-3277
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$60,597,581
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) 823,422
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 759,290 759,290  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,221,023
b Gross sales price for all assets on line 6a 3,076,346
7 Capital gain net income (from Part IV, line 2)... 1,221,023
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)....... 89,041 89,041  
12 Total. Add lines 1 through 11........ 2,892,776 2,069,354  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,000     65,000
14 Other employee salaries and wages...... 234,214 0 0 234,214
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule)......... 240 0 0 240
b Accounting fees (attach schedule)....... 21,744 0 0 21,744
c Other professional fees (attach schedule).... 25,712 17,141   8,571
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... 27,731 27,731   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings....... 3,040 0 0 3,040
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... 55,306     55,306
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 432,987 44,872 0 388,115
25 Contributions, gifts, grants paid....... 2,821,500 2,821,500
26 Total expenses and disbursements. Add lines 24 and 25 3,254,487 44,872 0 3,209,615
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -361,711
b Net investment income (if negative, enter -0-) 2,024,482
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............. 10,087    
2 Savings and temporary cash investments......... 8,245,933 541,390 541,390
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet   4,713 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)....... 21,853,185 Click to see attachment39,279,484 39,279,484
c Investments—corporate bonds (attach schedule)....... 2,115,937 Click to see attachment8,412,815 8,412,815
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 7,704,699 Click to see attachment10,684,670 10,684,670
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment2,392,383 Click to see attachment1,679,222 Click to see attachment1,679,222
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 42,326,937 60,597,581 60,597,581
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........ 42,326,937 60,597,581
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)..... 42,326,937 60,597,581
30 Total liabilities and net assets/fund balances (see instructions). 42,326,937 60,597,581
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
42,326,937
2
Enter amount from Part I, line 27a .....................
2
-361,711
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
18,632,355
4
Add lines 1, 2, and 3 ..........................
4
60,597,581
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
60,597,581
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 . GOLDMAN SACHS & CO     2020-12-31
b . GOLDMAN SACHS & CO     2020-12-31
c . GOLDMAN SACHS & CO     2020-12-31
d
e
(e)
Gross sales price
(f)
Depreciation allowed
(or allowable)
(g)
Cost or other basis
plus expense of sale
(h)
Gain or (loss)
(e) plus (f) minus (g)
a 950,590   294,880 655,710
b 1,350,482   933,477 417,005
c 775,274   626,966 148,308
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69
(j)
Adjusted basis
as of 12/31/69
(k)
Excess of col. (i)
over col. (j), if any
a       655,710
b       417,005
c       148,308
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7
Bracket 2 1,221,023
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 28,140
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 28,140
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 28,140
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 24,170
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 88,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 112,170
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 49
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 83,981
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet28,140 RefundedBullet 11 55,841
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)
    bulletCT
    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 addressbullethampshirefoundation.org
    14
    The books are in care ofbulletGOLDMAN SACHS TRUST COMPANY OF DELAWARE Telephone no.bullet (302) 793-3277

    Located atbullet200 BELLEVUE PARKWAY SUITE 250WILMINGTONDE ZIP+4bullet198093747
    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? .................
    16Yes  
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bulletUK, UK
    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
    Yes
     
    .........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). Click to see attachment
    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
    SABINA C SHELBY DIRECTOR, PRESIDENT
    40
    65,000    
    151 NEW PARK AVENUE SUITE 7
    HARTFORD,CT06106
    NICHOLAS COURNOYER DIRECTOR, TREASURER
    4
    0    
    151 NEW PARK AVENUE SUITE 7
    HARTFORD,CT06106
    SABINA G COURNOYER DIRECTOR, CHAIR OF THE BOA
    4
    0    
    151 NEW PARK AVENUE SUITE 7
    HARTFORD,CT06106
    AGATHE BOURGON SECRETARY
    4
    0    
    151 NEW PARK AVENUE SUITE 7
    HARTFORD,CT06106
    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 APOLLO AGRICULTURE INC. 07.07.20 FUNDS AS WORKING CAPITAL, TO PURCHASE FAR TO HELP SMALLHOLDER FARMERS IN KENYA INCREASE THEI 400,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet400,000
    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
    41,966,657
    b
    Average of monthly cash balances.......................
    1b
    6,083,357
    c
    Fair market value of all other assets (see instructions)................
    1c
    12,363,893
    d
    Total (add lines 1a, b, and c).........................
    1d
    60,413,907
    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
    60,413,907
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    906,209
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    59,507,698
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    2,975,385
    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
    2,975,385
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    28,140
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    28,140
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    2,947,245
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    2,947,245
    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
    2,947,245
    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
    3,209,615
    b
    Program-related investments—total from Part IX-B..................
    1b
    400,000
    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
    3,609,615
    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
    3,609,615
    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 2,947,245
    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...... 274,085
    b From 2016...... 0
    c From 2017...... 488,852
    d From 2018...... 734,554
    e From 2019...... 2,880,678
    fTotal of lines 3a through e........ 4,378,169
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 3,609,615
    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..... 2,947,245
    e Remaining amount distributed out of corpus 662,370
    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 5,040,539
    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) ...
    274,085
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
    4,766,454
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 488,852
    c Excess from 2018.... 734,554
    d Excess from 2019.... 2,880,678
    e Excess from 2020.... 662,370
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........
    Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
             
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
             
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
             
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)
             
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...
             
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....
             
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
             
    (3) Largest amount of support
    from an exempt organization
             
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or 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
    PEOPLE'S ACTION FOR CLEAN ENERGY (PACE)
    29 NOTCH RD
    WEST SIMSBURY,CT06092
    NONE PC HEAT PUMP PROGRAM FOR 20,000
    GROUNDWORK BRIDGEPORT
    1001 MAIN ST STE 20
    Bridgeport,CT06604
    NONE PC PROGRAM SUPPORT 10,000
    CO-IMPACT (NEW VENTURE FUND)
    1201 CONNECTICUT AVE NW SUITE 300
    WASHINGTON,WA20036
    NONE PC PROGRAM SUPPORT 250,000
    VILLAGE ENTERPRISE
    751 LAUREL STREET PMB 222
    SAN CARLOS,CA94070
    NONE PC GENERAL CHARITABLE PURPOSE 150,000
    IOBY
    540 PRESIDENT STREET 3RD FLOOR
    BROOKLYN,NY11215
    NONE PUBLIC CHARITY OPERATIONAL SUPPORT 10,000
    PROXIMITY DESIGNS
    1107 FAIR OAKS AVE STE 802
    South Pasadena,CA91030
    NONE PC PROGRAM SUPPORT 75,000
    LIVE GREEN CT
    177 SIGWIN DR
    Fairfield,CT06824
    NONE PC PROGRAM SUPPORT 20,000
    VISIONSPRING INC
    505 8TH AVENUE 12A07
    NEW YORK,NY10018
    NONE PC OPERATIONAL SUPPORT 200,000
    KHEYTI INC
    444 WASHINGTON BLVD APT 1501
    JERSEY CITY,NJ07310
    NONE PC OPERATIONAL SUPPORT 50,000
    SPARK MICROGRANTS
    PO BOX 20435 GREELEY SQUARE STATIO
    NEW YORK,NY100019998
    NONE PC PROGRAM SUPPORT 100,000
    NAMATI INC
    1616 P STREET NW SUITE 101
    WASHINGTON DC,WA20036
    NONE PC PROGRAM SUPPORT 100,000
    EDUCATE GIRLS
    7026 GROTON STREET
    FOREST HILLS,NY11375
    NONE PC PROGRAM SUPPORT 200,000
    THE NUDGE FOUNDATION
    1227 WILLOWDALE LN
    IRVING,TX75063
    NONE PC OPERATIONAL SUPPORT 150,000
    BRIDGES TO PROSPERITY INC
    1031 33RD STREET
    DENVER,CO80205
    NONE PC OPERATIONAL SUPPORT 75,000
    UPAYA SOCIAL VENTURES
    PO BOX 9603
    SEATTLE,WA98109
    NONE PC GENERAL CHARITABLE PURPOSE 100,000
    PRECISION AGRICULTURE FOR DEVELOPMENT
    32 ATLANTIC AVE
    BOSTON,MA02110
    NONE PC OPERATIONAL SUPPORT 50,000
    HARTFORD PROMISE
    750 MAIN STREET
    HARTFORD,CT06103
    NONE PC OPERATIONAL SUPPORT 150,000
    FRIENDS OF RAISING THE VILLAGE INC
    963-511 AVENUE OF THE AMERICAS
    NEW YORK,NY10011
    NONE PC OPERATIONAL SUPPORT 100,000
    SUSTAINABLE CT
    83 WINDHAM ST
    Willimantic,CT06226
    NONE PC PROGRAM SUPPORT 561,500
    EDUCATE
    195 MONTAGUE STREET
    BROOKLYN,NY11201
    NONE PC HELP COVER COSTS AND 200,000
    MYAGRO FARMS
    RUE 14 PORTE 71 FASO KANU
    THIES,BAMAKO00000
    ML
    NONE PC MOVE SMALL HOLDER FARMERS 150,000
    ONE ACRE FUND
    1742 TATUM STREET
    FALCON HEIGHTS,MN55113
    NONE PC SERVE SMALL SCALE FARMERS 100,000
    Total .................................bullet 3a 2,821,500
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code
    (b)
    Amount
    (c)
    Exclusion code
    (d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........
             
    4 Dividends and interest from securities....     14 759,290  
    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 1,221,023  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aOTHER INCOME
        14 874  
    bPRI INTEREST INCOM     14 88,167  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   2,069,354  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    2,069,354
    (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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    HAMPSHIRE FOUNDATION INC EA0314745
     
    Employer identification number

    45-4291634
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    HAMPSHIRE FOUNDATION INC EA0314745
     
    Employer identification number
    45-4291634
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    1
    The Hadley Trust
     
    630 FIFTH AVENUE
    C/O BESSEMER TRUST COMPANY CO
    NEW YORK, NY10111

    $ 325,735


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    2
    Westbourne Investments LP
     
    630 FIFTH AVENUE
    C/O BESSEMER TRUST COMPANY CO
    NEW YORK, NY10111

    $ 28,804


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
    3
    The Chimbote US Trust 122818
     
    630 FIFTH AVENUE
    C/O BESSEMER TRUST COMPANY CO
    NEW YORK, NY10111

    $ 468,883


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    (a)
    No.
    (b)
    Name, address, and ZIP + 4
    (c)
    Total contributions
    (d)
    Type of contribution
     
     
     
     

    $  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    HAMPSHIRE FOUNDATION INC EA0314745
     
    Employer identification number

    45-4291634
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    (a)
    No. from Part I
    (b)
    Description of noncash property given
    (c)
    FMV (or estimate)
    (See instructions)
    (d)
    Date received
     
    $    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HAMPSHIRE FOUNDATION INC EA0314745
     
    Employer identification number

    45-4291634
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I
    (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 17,744     17,744
    FINANCIAL SERVICE FEE 4,000     4,000

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    Mision Huascaran
     
    Jr Santorin 258 Santiago de Surco
      Lima  
    PE
    2020-06-16 15,000 Food distribution to extremely poor families in Ancash during the crisis created by Covid-19. 15,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 08/11/2020    
    Caritas Huancavelica
     
    Jr Raymondi 282
      Huancavelica  
    PE
    2020-07-17 16,500 Food distribution to extremely poor families in Ancash during the crisis created by Covid-19 and to buy 10 oxygen tanks. 16,500 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 08/18/2020 and 10/23/2020    
    Caritas Ica
     
    Calle Chiclayo 400
      Ica  
    PE
    2020-07-17 7,000 Food distribution to extremely poor families in Ica during the crisis created by Covid-19. 7,000 Grant recipient has not diverted any portion of the Grant purpose for which the Grant was made. 10/22/2020    
    Central Ashaninka del Rio Ene
     
    Jr Francisco Irazola 1401 Satipo
      Junin  
    PE
    2020-07-22 10,000 Distribution of medicinal kits to 54 communities to address the health crisis created by Covid-19. 10,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 12/17/2020    
    Caritas Huanuco
     
    Jr Damaso Beraun 950
      Huanuco  
    PE
    2020-07-30 25,000 Food distribution to extremely poor families in Huanuco during the crisis created by Covid-19. 25,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 11/30/2020 and 03/19/2021    
    Caritas Madre de Dios
     
    Jr Cusco 308
      Tambopata  
    PE
    2020-08-03 10,000 Food distribution to extremely poor families in Madre de Dios during the crisis created by Covid-19. 10,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 10/22/2020    
    Caritas Moyoamba
     
    Jr San Martin 314
      Moyobamba  
    PE
    2020-08-10 10,200 Food distribution to extremely poor families in San Martin during the crisis created by Covid-19. 10,200 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 09/24/2020    
    Caritas Chachapoyas
     
    Jr Amazonas 1153
      Chachapoyas  
    PE
    2020-08-10 15,000 Food distribution to extremely poor families in Amazonas during the crisis created by Covid-19. 15,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 10/22/2020 and 01/05/2021    
    Caritas Yurimaguas
     
    Av Atanasio Jauregui 104
      Alto Amazonas  
    PE
    2020-07-01 9,996 Food distribution to extremely poor families in Loreto during the crisis created by Covid-19. 9,996 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 11/02/2020    
    COPME
     
    Calle Leon Velarde 333
      Lima  
    PE
    2020-04-23 6,200 Creation of an online course platform to provide management courses at low cost to small and medium enterprises and micro-finance institution 6,200 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 12/12/2020    
    Pachamama Raymi
     
    Calle Pavitos 567
      Cusco  
    PE
    2020-06-15 85,000 Transfer cash to Venezuelan migrants in Cusco region. 85,000 Grant recipient has not diverted any portion of the Grant from the purpose for which the Grant was m 07/01/2020 and 08/11/2020    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Name of Bond End of Year Book Value End of Year Fair Market Value
    9EQ2HFXY8 GOLDMAN SACHS BANK U 5,186,907 5,186,907
    9LN02HUM0 GGB FRN 02/24/2042 F 11,215 11,215
    9LN02HPD6 GGB STEP COUPON 02/2 15,554 15,554
    9LN02HPE4 GGB STEP COUPON 02/2 15,828 15,828
    9LN02HPF1 GGB STEP COUPON 02/2 16,122 16,122
    9LN02HT34 GGB STEP COUPON 02/2 16,392 16,392
    9LN02HTE0 GGB STEP COUPON 02/2 16,683 16,683
    9LN02HTX8 GGB STEP COUPON 02/2 16,922 16,922
    9LN02HTW0 GGB STEP COUPON 02/2 17,162 17,162
    9LN02HTV2 GGB STEP COUPON 02/2 17,351 17,351
    9LN02HTU4 GGB STEP COUPON 02/2 17,541 17,541
    9LN02HTT7 GGB STEP COUPON 02/2 17,612 17,612
    9LN02HTS9 GGB STEP COUPON 02/2 18,086 18,086
    9LN02HTQ3 GGB STEP COUPON 02/2 17,772 17,772
    9LN02HTF7 GGB STEP COUPON 02/2 18,128 18,128
    9LN02HSS0 GGB STEP COUPON 02/2 18,403 18,403
    9LN02HTR1 GGB STEP COUPON 02/2 18,715 18,715
    539439109 LLOYDS BANKING GROUP 1,929,573 1,929,573
    872990171 LLOYDS BANKING GROUP 1,026,849 1,026,849

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Name of Stock End of Year Book Value End of Year Fair Market Value
    38141W323 GS FINANCIAL SQUARE 1,228,860 1,228,860
    92189F106 VANECK GOLD MINERS E 486,270 486,270
    922042742 VANGUARD INTERNATION 8,704,835 8,704,835
    9HH02CUQ8 ISHARES FTSE CHINA A 1,066,885 1,066,885
    09253F408 ISHARES MSCI EAFE ET 831,744 831,744
    922042775 VANGUARD FTSE ALL-WO 1,240,150 1,240,150
    922042858 VANGUARD FTSE EMERGI 409,399 409,399
    922042874 VANGUARD FTSE EUROPE 3,283,080 3,283,080
    81369Y209 AMEX HEALTH CARE SEL 1,105,359 1,105,359
    09253F804 ISHARES RUSSELL 2000 1,784,146 1,784,146
    46429B267 ISHARES US TECHNOLOG 2,144,016 2,144,016
    78462F103 SPDR S&P 500 ETF TRU 5,455,434 5,455,434
    92204A884 VANGUARD COMMUNICATI 1,443,602 1,443,602
    922908769 VANGUARD INDEX FUND 1,557,120 1,557,120
    92204A702 VANGUARD INFORMATION 1,503,608 1,503,608
    92204A306 VANGUARD WORLD FDS V 67,418 67,418
    92204A876 VANGUARD WORLD FUNDS 2,730,678 2,730,678
    9EQ3KLF29 EMPIRIC STUDENT PROP 361,672 361,672
    9EQ4JLVJ4 ING GROEP N.V. SPONS 377,600 377,600
    Y62159143 NAVIOS MARITIME ACQU 8,238 8,238
    84670702 BERKSHIRE HATHAWAY IN 1,142,423 1,142,423
    84670702A BERKSHIRE HATHAWAY I 2,346,947 2,346,947

    TY 2020 InvestmentsOtherSchedule2
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    ARISAIG GLOBAL MARKETS - HF AT COST 2,333,870 2,333,870
    ARISAIG GLOBAL MARKETS - GI AT COST 1,667,965 1,667,965
    CONSULTA INTERNATIONAL - HF AT COST 1,136,235 1,136,235
    CONSULTA INTERNATIONAL - GI AT COST 3,236,606 3,236,606
    GRASSROOTS BUSINESS FUND AT COST 45,000 45,000
    LUMNI TALENT FUND AT COST 30,577 30,577
    WESTBOURNE INVESTMENTS AT COST 2,234,417 2,234,417

    TY 2020 LegalFeesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 240     240


    TY 2020 OtherAssetsSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    APOLLO AGRICULTURE INC.   400,000 400,000
    AGROFINCA   201,693 201,693
    ASOSIACION ARARIWA   136,660 136,660
    CARITAS FELICES   79,622 79,622
    COOPECAN - ALTERFIN   350,000 350,000
    COOPECAN WC LOAN   200,000 200,000
    INKA MOSS S.A.C.   72,771 72,771
    SHANANTINA   110,192 110,192
    VALLE LA LECHE   128,284 128,284


    TY 2020 OtherExpensesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    UTILITIES 3,941 0   3,941
    MEMBERSHIPS FEES 1,200 0   1,200
    SUBSCRIPTIONS 32 0   32
    RENT EXPENSE 15,600 0   15,600
    TECHNOLOGY 1,735 0   1,735
    INSURANCE 1,135 0   1,135
    OFFICE EXPENSES 29,396 0   29,396
    BANK FEES 2,267 0   2,267


    TY 2020 OtherIncomeSchedule2
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    SUBSTITUTE PAYMENTS OTHER INCOME 874 874  
    INTEREST INCOME FROM PRI 88,167 88,167  


    TY 2020 OtherIncreasesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Description Amount
    UNREALIZED GAIN 18,632,355


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT SERVICES FEE 25,712 17,141   8,571


    TY 2020 TaxesSchedule
    Name:
    HAMPSHIRE FOUNDATION INC EA0314745
    EIN:
    45-4291634
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 10,779 10,779   0
    CORPORATE TAX 25 25   0
    WITHHOLDING TAX BRKG 16,927 16,927   0