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
FRESH SOUND FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)186 ALEWIFE BR 200 CO TYLER LYNCH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
CAMBRIDGE, MA02138
A Employer identification number

06-1428363
B Telephone number (see instructions)

(617) 354-3814
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$13,056,678J 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) 100,836
2 Check bullet.............
3 Interest on savings and temporary cash investments 55,069 55,069  
4 Dividends and interest from securities... 142,074 142,074  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 504,644
b Gross sales price for all assets on line 6a 2,265,030
7 Capital gain net income (from Part IV, line 2)... 504,644
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)....... Click to see attachment 3,514 3,514  
12 Total. Add lines 1 through 11........ 806,137 705,301  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 16,036 16,036   0
c Other professional fees (attach schedule).... Click to see attachment 52,131 52,131   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 12,431 4,419   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 86,083 5,030   74,138
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 166,681 77,616   74,138
25 Contributions, gifts, grants paid....... 936,000 936,000
26 Total expenses and disbursements. Add lines 24 and 25 1,102,681 77,616   1,010,138
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -296,544
b Net investment income (if negative, enter -0-) 627,685
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............. 378,429 764,286 764,286
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet356,941
Less: allowance for doubtful accounts bullet   6,230 356,941 356,941
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule) 488,932 Click to see attachment279,445 294,597
b Investments—corporate stock (attach schedule)....... 4,650,121 Click to see attachment4,687,063 9,794,056
c Investments—corporate bonds (attach schedule)....... 1,309,135 Click to see attachment1,047,861 1,082,783
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 903,342 Click to see attachment309,420 764,015
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) 7,736,189 7,445,016 13,056,678
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........... 7,736,189 7,445,016
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    
29 Total net assets or fund balances (see instructions)..... 7,736,189 7,445,016
30 Total liabilities and net assets/fund balances (see instructions). 7,736,189 7,445,016
Part III
Analysis of Changes in Net Assets or Fund Balances
1
Total net assets or fund balances at beginning of year—Part II, column (a), line 29 (must agree with end-of-year figure reported on prior year’s return) ...............
1
7,736,189
2
Enter amount from Part I, line 27a .....................
2
-296,544
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
5,371
4
Add lines 1, 2, and 3 ..........................
4
7,445,016
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
7,445,016
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 CYSCO SYSTEMS - 154 SHS P 2019-08-07 2020-02-24
b IDEXX LABS - 75 SHS P 2019-12-13 2020-10-16
c TJX COS - 1175 SHS P 2020-02-25 2020-12-10
d AMAZON - 15 SHS P 2014-11-19 2020-10-16
e APPLE - 75 SHS P 2015-08-11 2020-10-16
AVALONBAY CMNTYS - 395 SHS P 2014-07-24 2020-04-13
CISCO SYSTEMS - 1574 SHS P 2019-01-11 2020-02-24
COHEN & STEERS - 685 SHS P 2018-05-31 2020-01-30
COSTCO WHOLESALE - 16 SHS P 2016-12-05 2020-10-16
COSTCO WHOLESALE - 34 SHS P 2017-07-28 2020-10-16
HASBRO INC - 95 SHS P 2016-11-04 2020-02-12
HASBRO INC - 730 SHS P 2016-09-29 2020-02-24
HASBRO INC - 75 SHS P 2016-11-04 2020-02-24
HEXCEL CORP - 1000 SHS P 2017-03-09 2020-04-22
HEXCEL CORP - 215 SHS P 2017-04-03 2020-04-22
HUMANA INC - 60 SHS P 2016-10-24 2020-04-02
ISHARES TR TIPS BOND - 669 SHS P 2017-06-16 2020-03-24
ISHARES TR TIPS BOND - 663 SHS P 2018-02-01 2020-03-24
MSCI INC - 125 SHS P 2018-02-01 2020-10-16
MCCORMICK - 70 SHS P 2017-11-07 2020-10-16
MICROSOFT - 45 SHS P 2016-11-03 2020-10-16
NEXTERA ENERGY - 75 SHS P 2017-11-07 2020-04-09
PAYPAL HLDGS - 165 SHS P 2015-10-07 2020-04-02
PAYPAL HLDGS - 125 SHS P 2015-10-07 2020-10-16
UNION PACIFIC - 40 SHS P 2017-04-26 2020-10-16
ALPHABET INC CL A - 15 SHS P 2011-04-01 2020-10-16
BLACKSTONE GROUP INC - 1270 SHS P 2016-12-09 2020-03-30
FIRST REP BK SAN FRAN - 197 SHS P 2012-11-05 2020-10-16
US TRSY 2.250% 11/15/24 - 3000 P 2019-10-25 2020-03-13
US TRSY 2.0% 11/15/26 - 5000 P 2020-02-20 2020-06-19
US TRSY 3.125% 11/15/28 - 5000 P 2020-02-20 2020-06-17
US TRSY 2.625% 2/15/29 - 5000 P 2019-10-15 2020-03-11
US TRSY 2.375% 5/15/29 - 5000 P 2019-07-26 2020-06-19
UNITEDHEALTH GROUP 2.375% - 5000 P 2019-07-19 2020-02-05
WASTE MGMT INC 2.95% - 5000 P 2019-11-05 2020-07-20
ABBVIE 2.3% 5/14/21 - 5000 P 2019-03-22 2020-06-09
BANK AMER CORP 4.0% - 10000 P 2018-05-08 2020-08-24
GOLDMAN SACHS 3.0% - 5000 P 2018-05-08 2020-02-06
MEDTRONIC 3.15% - 2000 P 2019-05-28 2020-10-29
NY CITY TRANSITIONAL FIN AUTH - 15000 P 2015-01-05 2020-05-01
PEPSICO 2.15% - 10000 P 2015-11-25 2020-06-10
US TRSY 2.0% 11/15/21 - 5000 P 2018-05-11 2020-03-11
US TRSY 2.0% 11/15/21 - 5000 P 2018-05-11 2020-08-20
US TRSY 2.25% 04/30/21 - 10000 P 2018-05-14 2020-02-11
US TRSY 2.5% 05/15/24 - 5000 P 2018-11-16 2020-03-13
US TRSY 2.0% 05/31/21 - 15000 P 2018-08-30 2020-02-20
UNIVERSITY CALIF REV S GEN REV BDS 2.253% 05/15/20 B - 10000 P 2017-01-18 2020-05-15
VERIZON COMMUNICAT1ONS - 5000 P 2018-04-12 2020-09-16
WESTPAC BKG CORP 2.8% 01/11/22 - 5000 P 2019-03-22 2020-08-20
BROADRIDGE FINL SOLUTIONS 3.95% - 100000 P 2018-02-27 2020-09-01
CISCO SYSTEMS - 700 SHS P 2012-08-07 2020-10-26
CISCO SYSTEMS - 500 SHS P 2013-02-07 2020-10-26
CISCO SYSTEMS - 650 SHS P 2014-12-11 2020-10-26
FISERV INC - 450 SHS P 2017-08-07 2020-10-26
FISERV INC - 175 SHS P 2018-03-22 2020-10-26
FISERV INC - 300 SHS P 2018-06-04 2020-10-26
MARKETAXESS HLDGS - 50 SHS P 2014-01-28 2020-03-30
MARKETAXESS HLDGS - 50 SHS P 2014-12-11 2020-03-30
MARKETAXESS HLDGS - 100 SHS P 2014-01-28 2020-06-22
MASTERCARD - 150 SHS P 2014-12-11 2020-03-30
MASTERCARD - 50 SHS P 2017-08-07 2020-03-30
NOVARTIS AG - 300 SHS P 2006-06-05 2020-06-22
NOVARTIS AG - 300 SHS P 2006-10-16 2020-06-22
NOVARTIS AG - 275 SHS P 2014-12-11 2020-06-22
NOVARTIS AG - 250 SHS P 2018-03-22 2020-06-22
QUALCOMM INC NOTE - 100000 P 2015-05-14 2020-05-20
ROCKWELL AUTOMATION 2.05% 03/01/2 - 100000 P 2015-02-11 2020-03-02
SOLARCITY CORPORATION BOND 3.6% - 100000 P 2015-03-16 2020-03-19
STRYKER CORPORATION - 200 SHS P 2017-08-07 2020-06-22
STRYKER CORPORATION - 150 SHS P 2018-03-22 2020-06-22
STRYKER CORPORATION - 125 SHS P 2018-06-04 2020-06-22
TELADOC HEALTH INC - 500 SHS P 2018-06-04 2020-03-30
TELADOC HEALTH INC - 150 SHS P 2019-04-04 2020-06-22
ZIMMER BIOMET HOLDINGS NOTE 2.7% - 100000 P 2015-03-11 2020-04-01
ALCON - 75 SHS P 2019-07-18 2020-07-08
ASML HLDG - 10 SHS P 2019-07-18 2020-04-28
AIA GROUP LTD - 55 SHS P 2019-07-18 2020-04-28
ADIDAS SALOMON - 5 SHS P 2019-07-18 2020-01-23
AKZO NOBEL - 135 SHS P 2019-07-18 2020-07-08
ALIBABA GROUP HLDG - 10 SHS P 2019-07-18 2020-04-28
ALIBABA GROUP HLDG - 5 SHS P 2019-07-18 2020-07-08
ATLAS COPCO - 25 SHS P 2019-07-18 2020-07-08
BAYERISCHE MOTOREN WERKE - 130 SHS P 2019-07-18 2020-07-08
CRH PLC ADR - 85 SHS P 2019-07-18 2020-07-08
CANADIAN PAC RY LTD - 10 SHS P 2019-07-18 2020-04-28
COMPANHIA BRASILEIRA DE DISTRIBUICAO - 105 SHS P 2019-07-18 2020-07-08
COMPANHIA BRASILEIRA DE DISTRIBUICAO - 50 SHS P 2019-10-02 2020-07-08
ESSITVAB SHS SPONSORED - 125 SHS P 2019-07-18 2020-07-08
ESSITVAB SHS SPONSORED - 40 SHS P 2019-10-02 2020-07-08
FERGUSON PLC - 285 SHS P 2019-07-18 2020-07-08
GRUPO FLNANOERO BANORTE - 60 SHS P 2019-07-18 2020-07-08
HDFC BK LTD - 35 SHS P 2019-07-18 2020-07-08
HSBC BLDGS PLC - 35 SHS P 2020-01-23 2020-10-07
HEXAGON - 125 SHS P 2019-07-18 2020-07-08
KONINKLIJKE PHILIPS - 35 SHS P 2019-07-18 2020-01-23
KONINKLIJKE PHILIPS - 0.535 SHS P 2019-07-18 2020-07-09
NATIONAL GRID PLC - 55 SHS P 2019-07-18 2020-07-08
NOKIA CORP - 665 SHS P 2019-07-18 2020-07-08
NOVO NORDISK - 20 SHS P 2019-10-02 2020-04-28
NOVO NORDISK - 103 SHS P 2020-07-08 2020-07-08
RED ELECTRICA DE ESPANA - 265 SHS P 2020-07-08 2020-10-07
RED ELECTRICA DE ESPANA - 155 SHS P 2019-07-18 2020-07-08
RED ELECTRICA DE ESPANA - 150 SHS P 2019-07-18 2020-07-08
WESTPAC BANKING CORP - 125 SHS P 2019-07-18 2020-07-08
BYD CO LTD ADR - 65 SHS P 2019-07-18 2020-10-07
BYD CO LTD ADR - 5 SHS P 2019-07-18 2020-10-07
HSBC HLDGS PLC - 115 SHS P 2019-07-18 2020-10-07
HSBC HLDGS PLC - 45 SHS P 2019-07-18 2020-10-07
HSBC HLDGS PLC - 375 SHS P 2019-07-18 2020-10-07
SCHNEIDER UNSP ADR - 40 SHS P 2019-07-18 2020-10-07
COLCHIS MARLETTE - 5251.788 P 2014-11-25 2020-06-30
COLCHIS MARLETTE - 5730.489 P 2014-11-25 2020-07-30
COLCHIS MARLETTE - 6976.015 P 2014-11-25 2020-12-30
COLCHIS MARLETTE - 7761.282 P 2014-11-25 2020-08-31
COLCHIS MARLETTE - 7803.833 P 2014-11-25 2020-11-30
COLCHIS MARLETTE - 8985.641 P 2014-11-25 2020-09-30
COLCHIS MARLETTE - 9895.095 P 2014-11-25 2020-10-30
FROM K-1 INCOME AND IMPACT FUND P 2014-01-03 2020-12-31
FROM K-1 INCOME AND IMPACT FUND P 2014-01-03 2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 6,855   8,046 -1,191
b 31,813   18,984 12,829
c 77,696   72,578 5,118
d 49,669   4,886 44,783
e 9,005   2,145 6,860
63,420   58,755 4,665
70,060   68,458 1,602
18,250   16,978 1,272
6,110   2,424 3,686
12,983   5,177 7,806
9,336   7,774 1,562
63,775   58,440 5,335
6,552   6,137 415
27,745   54,041 -26,296
5,965   11,674 -5,709
17,484   10,563 6,921
78,920   76,131 2,789
78,213   74,812 3,401
45,786   18,443 27,343
14,010   6,656 7,354
9,930   2,666 7,264
18,037   11,642 6,395
15,087   5,338 9,749
25,665   4,044 21,621
8,418   4,424 3,994
23,582   4,438 19,144
57,623   36,860 20,763
24,966   6,816 18,150
3,201   3,085 116
5,480   5,171 309
6,017   5,643 374
5,715   5,360 355
5,756   5,121 635
5,079   5,020 59
5,050   5,140 -90
5,063   4,940 123
11,155   10,077 1,078
5,070   4,894 176
2,077   2,016 61
15,000   15,000 0
10,041   9,986 55
5,118   4,876 242
5,115   4,876 239
10,087   9,872 215
5,353   4,894 459
15,100   14,720 380
10,000   10,000 0
5,677   5,236 441
5,172   5,003 169
100,000   100,000 0
26,183   12,034 14,149
18,702   10,523 8,179
24,313   17,655 6,658
43,937   27,913 16,024
17,087   12,649 4,438
29,291   22,311 6,980
17,176   3,064 14,112
17,176   3,499 13,677
51,868   6,128 45,740
37,674   13,204 24,470
12,558   6,516 6,042
27,197   14,815 12,382
27,197   15,158 12,039
24,931   22,812 2,119
22,664   17,659 5,005
100,000   100,000 0
100,000   100,000 0
100,000   100,000 0
37,152   29,307 7,845
27,864   24,337 3,527
23,220   22,098 1,122
83,260   26,066 57,194
30,941   8,521 22,420
100,000   100,000 0
4,278   4,546 -268
2,946   2,246 700
2,037   2,421 -384
855   791 64
4,190   4,193 -3
2,008   1,739 269
1,282   870 412
1,093   755 338
2,864   3,224 -360
3,033   2,814 219
2,326   2,423 -97
1,412   2,588 -1,176
672   957 -285
3,996   3,649 347
1,279   1,141 138
2,343   2,065 278
1,078   1,637 -559
1,684   2,219 -535
712   1,323 -611
7,548   6,291 1,257
1,735   1,544 191
26   23 3
3,154   2,864 290
2,768   3,435 -667
1,293   992 301
6,768   6,778 -10
2,464   2,538 -74
2,798   4,024 -1,226
4,214   4,490 -276
1,551   2,437 -886
2,058   797 1,261
1,549   1,211 338
2,338   4,761 -2,423
4,201   3,511 690
3,254   3,110 144
1,009   687 322
5,125   5,252 -127
5,637   5,730 -93
7,187   6,976 211
7,686   7,761 -75
7,954   7,804 150
8,965   8,986 -21
9,988   9,895 93
    123 -123
    236 -236
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       -1,191
b       12,829
c       5,118
d       44,783
e       6,860
      4,665
      1,602
      1,272
      3,686
      7,806
      1,562
      5,335
      415
      -26,296
      -5,709
      6,921
      2,789
      3,401
      27,343
      7,354
      7,264
      6,395
      9,749
      21,621
      3,994
      19,144
      20,763
      18,150
      116
      309
      374
      355
      635
      59
      -90
      123
      1,078
      176
      61
      0
      55
      242
      239
      215
      459
      380
      0
      441
      169
      0
      14,149
      8,179
      6,658
      16,024
      4,438
      6,980
      14,112
      13,677
      45,740
      24,470
      6,042
      12,382
      12,039
      2,119
      5,005
      0
      0
      0
      7,845
      3,527
      1,122
      57,194
      22,420
      0
      -268
      700
      -384
      64
      -3
      269
      412
      338
      -360
      219
      -97
      -1,176
      -285
      347
      138
      278
      -559
      -535
      -611
      1,257
      191
      3
      290
      -667
      301
      -10
      -74
      -1,226
      -276
      -886
      1,261
      338
      -2,423
      690
      144
      322
      -127
      -93
      211
      -75
      150
      -21
      93
      -123
      -236
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 2 504,644
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 8,725
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 8,725
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 8,725
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 14,851
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 14,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 28,851
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 20,126
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet20,126 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    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 addressbulletN/A
    14
    The books are in care ofbulletTYLER LYNCH PC Telephone no.bullet (617) 354-3814

    Located atbullet186 ALEWIFE BROOK PARKWAYCAMBRIDGEMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    JOHN F BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    S JEFFREY BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    LAURIE BURT TRUSTEE
    2.00     		0 0 0
    C/O TYLER LYNCH 186 ALEWIFE BROOK
    PKWY
    CAMBRIDGE,MA02138
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    9,955,717
    b
    Average of monthly cash balances.......................
    1b
    865,871
    c
    Fair market value of all other assets (see instructions)................
    1c
    382,238
    d
    Total (add lines 1a, b, and c).........................
    1d
    11,203,826
    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
    11,203,826
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    168,057
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,035,769
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    551,788
    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
    551,788
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    8,725
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    8,725
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    543,063
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    543,063
    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
    543,063
    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
    1,010,138
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,010,138
    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
    1,010,138
    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 7 543,063
    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...... 219,837
    b From 2016...... 101,459
    c From 2017...... 142,288
    d From 2018...... 163,213
    e From 2019...... 205,702
    fTotal of lines 3a through e........ 832,499
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,010,138
    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..... 543,063
    e Remaining amount distributed out of corpus 467,075
    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 1,299,574
    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) ...     		219,837
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		1,079,737
    10 Analysis of line 9:
    a Excess from 2016.... 101,459
    b Excess from 2017.... 142,288
    c Excess from 2018.... 163,213
    d Excess from 2019.... 205,702
    e Excess from 2020.... 467,075
    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).)
    JOHN F BURT
    S JEFFREY BURT
    LAURIE BURT
    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
    ALTERNATE ROOTS INC
    1270 CAROLINE ST BOX D120-353
    ATLANTA,GA30307     		N/A NON-PROFIT EDUCATIONAL 25,000
    ALTERNATE ROOTS INC
    1270 CAROLINE ST BOX D120-353
    ATLANTA,GA30307     		N/A NON-PROFIT EDUCATIONAL 60,000
    AMERICAN CONSTITUTION SOCIETY
    1899 L STREET NW 2ND FL
    WASHINGTON,DC20036     		N/A NON-PROFIT EDUCATIONAL 50,000
    AMERICAN REPERTORY THEATRE
    64 BRATTLE STREET
    CAMBRIDGE,MA02138     		N/A NON-PROFIT CHARITABLE 50,000
    AMMONOOSUC CONSERVATION TRUST
    297 MAIN STREET UNIT 1 2ND FL
    FRANCONIA,NH03580     		N/A NON-PROFIT CHARITABLE 5,000
    APPALACHIAN MOUNTAIN CLUB
    10 CITY SQUARE
    BOSTON,MA02129     		N/A NON-PROFIT CHARITABLE 7,000
    BIG SKY YOUTH EMPOWERMENT
    255 E MENDENHALL STREET
    BOZEMAN,MT59715     		N/A NON-PROFIT EDUCATIONAL 5,000
    CANAL ALLIANCE
    91 LARKSPUR STREET
    SAN RAFAEL,CA94903     		N/A NON-PROFIT ENVIRONMENTAL 3,000
    CERES INC
    99 CHAUNCY STREET 6TH FL
    BOSTON,MA02111     		N/A NON-PROFIT CHARITABLE 60,000
    CHINESE PROGRESSIVE FUND
    1042 GRANT AVE 5TH FL
    SAN FRANCISCO,CA94133     		N/A NON-PROFIT CHARITABLE 1,000
    COUNTRY SCHOOL INCORPORATED
    341 OPENING HILL ROAD
    MADISON,CT06443     		N/A NON-PROFIT EDUCATIONAL 7,000
    EMERSON COLLEGE
    120 BOYLSTON STREET STE 414
    BOSTON,MA02116     		N/A NON-PROFIT EDUCATIONAL 50,000
    FAIR COUNT INC
    PO BOX 170382
    ATLANTA,GA30317     		N/A NON-PROFIT EDUCATIONAL 40,000
    FOOD CONNECTS
    22 BROWNE COURT 110
    BRATTLEBORO,VT05301     		N/A NON-PROFIT CHARITABLE 40,000
    FOOD CONNECTS
    22 BROWNE COURT 110
    BRATTLEBORO,VT05301     		N/A NON-PROFIT CHARITABLE 2,500
    GENERATION CITIZEN
    745 ATLANTIC AVENUE 2ND FL
    BOSTON,MA02111     		N/A NON-PROFIT EDUCATIONAL 6,000
    GREEN ROOTS INC
    227 MARGINAL STREET STE 1
    CHELSEA,MA02150     		N/A NON-PROFIT EDUCATIONAL 5,000
    GROUNDWORKS COLLABORATIVE
    PO BOX 370
    BRATTLEBORO,VT05302     		N/A NON-PROFIT EDUCATIONAL 5,000
    GROUNDWORKS COLLABORATIVE
    PO BOX 370
    BRATTLEBORO,VT05302     		N/A NON-PROFIT EDUCATIONAL 2,500
    HOME FOR CONTEMPORARY THEATRE & ART LTD
    145 6TH AVE STE 1B
    NEW YORK,NY10013     		N/A NON-PROFIT PROMOTION OF THE ARTS 8,000
    LEADERSHIP CONFERENCE EDUCATION FUND
    1620 L STREET NW STE 1100
    WASHINGTON,DC20036     		N/A NON-PROFIT EDUCATIONAL 25,000
    LEADERSHIP CONFERENCE EDUCATION FUND
    1620 L STREET NW STE 1100
    WASHINGTON,DC20036     		N/A NON-PROFIT EDUCATIONAL 25,000
    LITTLE RIVER SCHOOL
    1227 CO ROAD 25
    CANTON,NY13617     		N/A NON-PROFIT EDUCATIONAL 5,000
    NEW GEORGIA PROJECT
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316     		N/A NON-PROFIT EDUCATIONAL 25,000
    NEW GEORGIA PROJECT
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316     		N/A NON-PROFIT EDUCATIONAL 25,000
    NEW GEORGIA PROJECT
    830 GLENWOOD AVE SE STE 510-221
    ATLANTA,GA30316     		N/A NON-PROFIT EDUCATIONAL 75,000
    NEXT STAGE ARTS PROJECT
    15 KIMBALL HILL RD
    PUTNEY,VT05346     		N/A NON-PROFIT EDUCATIONAL 25,000
    NEXT STAGE ARTS PROJECT
    15 KIMBALL HILL RD
    PUTNEY,VT05346     		N/A NON-PROFIT EDUCATIONAL 35,000
    NONPROFIT LEGAL SERVICES OF UTAH INC
    623 E 2100 S B1
    SALT LAKE CITY,UT84106     		N/A NON-PROFIT CHARITABLE 1,000
    NORTHEAST ENERGY EFFICIENCY PARTNERSHIPS
    81 HARTWELL AVENUE
    LEXINGTON,MA02421     		N/A NON-PROFIT CONSERVATION 5,000
    OFFICE PERFORMING ARTS & FILM INC
    130 JANE STREET SUITE 5J
    NEW YORK,NY10014     		N/A NON-PROFIT PROMOTION OF THE ARTS 12,000
    ROCKEFELLER FAMILY FUND
    475 RIVERSIDE DRIVE SUITE 900
    NEW YORK,NY10115     		N/A NON-PROFIT EDUCATIONAL 75,000
    SOUTHERN ENVIRONMENTAL LAW CENTER
    201 WEST MAIN STREET STE 14
    CHARLOTTESVILLE,VA22902     		N/A NON-PROFIT ENVIRONMENTAL 50,000
    UNION OF CONCERNED SCIENTISTS
    TWO BRATTLE SQUARE 6TH FL
    CAMBRIDGE,MA02238     		N/A NON-PROFIT SCIENTIFIC 60,000
    URBAN FARMING INSTITUTE
    487R NORFOLK STREET
    MATTAPAN,MA02126     		N/A NON-PROFIT EDUCATIONAL 6,000
    WHOLESOME WAVE
    855 MAIN STREET STE 910
    BRIDGEPORT,CT06604     		N/A NON-PROFIT CHARITABLE 40,000
    YELLOW BARN INC
    PO BOX 507
    PUTNEY,VT05346     		N/A NON-PROFIT PROMOTION OF THE ARTS 15,000
    Total .................................bullet 3a 936,000
    bApproved for future payment
    Total .................................bullet 3b 0
    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 55,069  
    4 Dividends and interest from securities....     14 142,074  
    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..... 525990   14 3,514  
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 504,644  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 705,301 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    705,301
    (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
    FRESH SOUND FOUNDATION INC
     
    Employer identification number

    06-1428363
    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
    FRESH SOUND FOUNDATION INC
          		Employer identification number
    06-1428363
    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
    JOHN BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,612


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    2
    JEFFREY BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,612


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    3
    LAURIE BURT
    186 ALEWIFE BROOK PKWY STE 200
     
    CAMBRIDGE, MA02138

    		$ 33,612


    (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
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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
    1
    		 9.33 COMMON SHARES OF ALPHABET CLASS A $ 16,400 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 134.67 COMMON SHARES OF APPLE $ 17,212 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 9.33 COMMON SHARES OF ALPHABET CLASS A $ 16,400 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    2
    		 134.67 COMMON SHARES OF APPLE $ 17,212 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 9.33 COMMON SHARES OF ALPHABET CLASS A $ 16,400 2020-12-16
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    3
    		 134.67 COMMON SHARES OF APPLE $ 17,212 2020-12-16
    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
    FRESH SOUND FOUNDATION INC
          		Employer identification number

    06-1428363
    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:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING 16,036 16,036   0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ANALOG DEVICES 2.95% 4/1/25 104,550 109,145
    ANHEUSER-BUSCH 4.0% 4,967 5,895
    ANTHEM INC 4.101% 3/1/28 5,662 5,911
    AON CORP 2.8% 5/15/30 5,506 5,455
    APPLE INC 2.85% 2/23/23 10,028 10,501
    AT&T 4.125% 4,940 5,786
    BANK NEW YORK MELLON 2.95% 1/29/23 5,011 5,259
    BANK NOVA SCOTIA 1.95% 2/1/23 4,957 5,164
    BANK OF AMERICA 1.898% 7/23/31 10,135 10,103
    BOSTON PPTYS LP 2.75% 10/1/26 4,806 5,451
    CALVERT SOCIAL INVT FNDTN 3.0% 3/14/25 9,963 10,000
    CALVERT SOCIAL INVT FNDTN 3.0% 3/15/24 100,014 100,000
    CAPITAL IMPACT PARTNERS INVTG 2.5% 11/15/22 116,330 116,665
    CITIGROUP 3.668% 7/24/28 4,951 5,669
    COMCAST 3.15% 9,428 11,165
    CVS HEALTH 4.1% 4,981 5,662
    DEERE JOHN CAP CORP MED TERM 3.65% 5,319 5,459
    ENBRIDGE INC 4.0% 4,984 5,439
    GENERAL MILLS 3.7% 4,984 5,445
    GOLDMAN SACHS 3.5% 1/23/25 5,316 5,518
    HOME DEPOT 2.625% 10,132 10,312
    HSBC HLDGS 4.0% 3/30/22 5,298 5,226
    JPMORGAN CHASE 3.9% 7/15/25 10,223 11,360
    LOCAL INITITATIVES SUPPORT CORP 0.95% 12/15/25 100,014 99,619
    LOWES 3.1% 5/3/27 4,901 5,610
    MASTERCARD 3.35% 3/26/30 5,783 5,814
    MCCORMICK 2.7% 8/15/22 101,346 103,526
    MICROSOFT 2.7% 2/12/25 5,230 5,432
    MORGAN STANLEY 2.75% 4,819 5,164
    NEXTERA ENERGY 2.9% 4/1/22 5,040 5,159
    NOVARTIS CAP CORP 3.0% 9,947 11,061
    NVIDIA CORP BOND 2.2% 9/16/21 100,157 101,217
    PAYPAL HLDGS 2.4% 10/1/24 100,093 106,863
    PNC FINANCIAL 3.5% 1/23/24 5,251 5,449
    SALESFORCE 3.25% 4/11/23 100,246 106,531
    SIMON PPTY GROUP 3.375% 10/1/24 5,406 5,437
    STATE STREET CORP 2.354% 11/1/25 4,999 5,336
    THERMO FISHER SCIENTIFIC 4.497% 3/25/30 6,378 6,249
    UNITED PARCEL SERVICE 3.4% 3/15/29 5,367 5,825
    UNITED STATES BANCORP MED-TERM 2.375% 9,764 10,826
    UNITEDHEALTH GROUP 3.75% 7/15/25 5,480 5,697
    VERIZON 1.5% 9/18/30 4,994 4,926
    WALT DISNEY 2.0% 9/1/29 10,161 10,452

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBOTT LABORATORIES 78,932 164,235
    ACCENTURE PLC IRELAND 82,511 125,381
    ADIDAS SALOMON 9,494 10,979
    AIA GROUP 7,264 8,106
    AIR LIQUIDE 4,182 4,769
    ALIBABA GROUP HLDG 10,434 13,964
    ALPHABET CLASS A 90,011 217,327
    ALPHABET CLASS A 65,832 269,907
    AMAZON 25,493 273,582
    AMGEN 74,903 106,913
    AMPHENOL CORP 45,498 65,385
    ANALOG DEVICES 79,915 169,890
    APPLE 25,818 26,803
    APPLE 76,981 264,186
    APTARGROUP INC 30,123 191,646
    ASML HLDG 2,246 4,877
    ATLAS COPCO 6,430 10,880
    AUTOMATIC DATA PROCESSING 37,540 110,125
    AXA SA 6,929 6,826
    BARRAT DEVS PLC 2,472 3,413
    BECTON DICKINSON 72,874 75,066
    BLACKSTONE GROUP INC 36,570 88,660
    BYD CO 4,550 17,678
    CANADIAN NATIONAL RAILWAY 11,828 175,760
    CANADIAN PAC RAILWAY 3,634 5,200
    CARRIER GLOBAL CORP 54,053 75,440
    CHECK POINT SOFTWARE TECHNOLOGIES 3,485 3,987
    COHEN & STEERS LTD 292,002 325,850
    COMCAST CORP 113,239 139,384
    CONSOLIDATED EDISON 66,967 64,031
    COSTCO 55,148 137,148
    CVS CAREMARK CORP 72,800 126,355
    DANAHER CORP 61,945 133,284
    DANONE 3,769 2,882
    DASSAULT SYS 5,049 6,110
    DEUTSCHE TELEKOM 6,369 7,034
    ECOLAB 72,331 107,098
    FANUC CORPORATION 4,461 6,419
    FERGUSON PLC 4,673 7,811
    FIRST REP BANK SAN FRANCISCO 13,529 136,204
    GARMIN LTD 79,956 117,386
    GLAXOSMITHKLINE 6,371 5,704
    GRUPO FINANCIERO BANORTE 5,321 5,416
    HALMA 73,929 150,645
    HANG LUNG PPTYS 7,861 8,297
    HDFC BANK 11,094 12,646
    HENKEL AG & CO 4,746 5,077
    HONDA MOTOR 2,835 3,108
    HORACE MANN EDUCATORS 81,822 89,882
    HUMANA INC 44,788 81,644
    IDEXX LABS INC 53,155 104,973
    ILLUMINA INC 24,677 177,600
    INFINEON TECHNOLOGIES 4,774 9,059
    ING GROEP 9,166 8,496
    INTEL CORP 34,457 92,167
    INTERCONTINENTAL EXCHANGE 40,774 47,845
    ITAU UNIBANCO HLDG 10,008 8,008
    JPMORGAN CORE BOND FUND 73,169 74,628
    KERRY GROUP PLC 57,066 79,745
    KONINKLUKE PHILIPS 5,300 6,880
    KONONKLIJKE 90,594 155,048
    LOREAL EURO 95,877 142,605
    MARKETAXESS HLDGS 15,914 171,168
    MASTERCARD 53,281 232,011
    MCCORMICK 54,389 109,366
    MEDTRONIC 75,779 113,040
    MERCK & CO. 78,364 109,367
    METTLER-TOLEDO INTL 4,088 5,698
    MICROSOFT 58,651 88,968
    MICROSOFT 63,281 237,545
    MITSUBISHI 3,364 3,101
    MSCI INC 45,886 138,871
    NASPERS 7,311 9,022
    NESTLE 7,879 8,835
    NESTLE ADR 32,799 141,538
    NEW YORK TIMES 45,764 93,186
    NEXTERA ENERGY 62,869 124,983
    NIDEC 5,977 11,729
    NIKE 41,195 102,566
    NIPPON TELEG & TELEPHONE 5,544 6,168
    NOVARTIS 7,991 8,027
    NOVO NORDISK 54,411 55,880
    NOVO NORDISK 5,700 7,823
    NOVOZYMES 12,287 118,650
    ORIX 6,530 6,573
    ORSTED 4,381 7,519
    PAGSEGURO DIGITAL 5,310 8,248
    PAYPAL 16,887 122,252
    PAYPAL HOLDINGS 61,784 269,330
    PEPSICO 93,220 133,025
    PERUSAHAAN PERSEROAN PERSERO 6,063 4,704
    PING AN INSURANCE GROUP CHINA 8,751 9,923
    PNC FINANCIAL SERVICES 55,542 84,483
    RECKITT BENCKISER 5,179 5,617
    REGENERON PHARMACEUTICALS 67,720 65,220
    ROACHE HOLDGS 11,316 13,590
    ROCKWELL AUTOMATION 83,289 200,648
    SAP AE 7,035 7,171
    SCHNEIDER 4,726 7,961
    SHINHAN FINANCIAL GROUP 3,634 2,827
    SHISEIDO LTD 3,460 3,812
    SMITH & NEPHEW 5,001 4,850
    STARBUCKS 70,255 142,818
    SYSCO CORP 24,330 29,704
    TAIWAN SEMICONDUCTOR MFG 8,502 21,808
    TDK CORP 4,830 9,853
    TELADOC HEALTH 40,712 169,966
    THE CONTACT FUND 75,000 75,000
    TOMRA SYSTEMS 36,997 240,000
    TORONTO DOMINION BANK 4,954 5,078
    UMICORE GROUP 5,398 5,474
    UNILEVER 67,304 72,432
    UNILEVER PLC 13,349 13,762
    UNION PACIFIC 46,898 88,285
    VALEO ADR 4,006 4,704
    VANGUARD INTERMEDIATE-TERM TAX EXEMPT 48,804 51,518
    VARIAN MEDICAL SYSTEMS 26,956 148,759
    VERIZON COMMUNICATIONS 121,200 150,400
    VERMONT COMMUNITY LOAN FUND 75,000 75,000
    VESTAS WIND SYS 5,600 14,864
    VISA 60,129 142,175
    WASTE MANAGEMENT INC 70,658 97,292
    XYLEM INC 71,278 101,790
    XYLEM INC. 61,074 183,222
    YAMAHA CORP 5,347 7,054
    YANDEX 5,906 10,349

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    US Government Securities - End of Year Book Value:

    178,423
    US Government Securities - End of Year Fair Market Value:

    188,005
    State & Local Government Securities - End of Year Book Value:


    101,022
    State & Local Government Securities - End of Year Fair Market Value:


    106,592


    TY 2020 InvestmentsOtherSchedule2
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COLCHIS MARLETTE INCOME FUND AT COST 88,451 203,575
    INCOME & IMPACT FUND AT COST 14,228 351,450
    MARLETTE FUNDING AT COST 37,700 37,700
    SELF HELP CREDIT CD 0.7% 7/5/22 AT COST 50,014 50,470
    SELF HELP CREDIT CD 2.5% 6/27/22 AT COST 50,014 51,807
    SUN INITIATIVE FINANCING AT COST 50,000 50,000
    SUNWEALTH NOTE POOL 1 AT COST 19,013 19,013

    TY 2020 OtherExpensesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BANK FEES 444 444   0
    PHILANTHROPIC ADVISORY 61,018 0   61,018
    CONFERENCES AND MEETINGS 6,285 0   0
    PHILANTHROPIC ADVISORY SERVICES 13,120 0   13,120
    WEB DESIGN SERVICES 180 0   0
    PARTNERSHIP INVESTMENT EXPENSES 4,586 4,586   0
    FILING FEES 450 0   0


    TY 2020 OtherIncomeSchedule2
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    PARTNERSHIP INCOME 3,514 3,514  


    TY 2020 OtherIncreasesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Description Amount
    NET ASSET ADJUSTMENT 5,371


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 52,131 52,131   0


    TY 2020 TaxesSchedule
    Name:
    FRESH SOUND FOUNDATION INC
    EIN:
    06-1428363
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,419 4,419   0
    FEDERAL TAXES 8,012 0   0