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 07-01-2020 , and ending 06-30-2021
Name of foundation
GERALD & PAUL DAMOUR FOUNDERS SCHLRSHPS FOR ACDMC EXCLL CHAR TR
 
% Charles L DAmour
Number and street (or P.O. box number if mail is not delivered to street address)2145 ROOSEVELT AVE
 
Room/suite
City or town, state or province, country, and ZIP or foreign postal code
SPRINGFIELD, MA011041650
A Employer identification number

22-3305742
B Telephone number (see instructions)

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$3,214,001
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) -241,734
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 47,808 47,808 47,806
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 114,472
b Gross sales price for all assets on line 6a 863,633
7 Capital gain net income (from Part IV, line 2)... 114,472
8 Net short-term capital gain......... 13,676
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).......      
12 Total. Add lines 1 through 11........ -79,454 162,280 61,482
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... 3,719 0 0 0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... 125 0 125 0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 3,844 0 125 0
25 Contributions, gifts, grants paid....... 261,078 261,078
26 Total expenses and disbursements. Add lines 24 and 25 264,922 0 125 261,078
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -344,376
b Net investment income (if negative, enter -0-) 162,280
c Adjusted net income (if negative, enter -0-)... 61,357
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............. 0 0 0
2 Savings and temporary cash investments......... 58,547 48,360 48,360
3 Accounts receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
4 Pledges receivable bullet0
Less: allowance for doubtful accounts bullet0 0 0 0
5 Grants receivable................. 0 0 0
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.............. 0 0 0
9 Prepaid expenses and deferred charges.......... 0 0 0
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 2,328,022 Click to see attachment1,941,489 2,589,739
c Investments—corporate bonds (attach schedule)....... 499,004 Click to see attachment551,348 575,902
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans............. 0 0 0
13 Investments—other (attach schedule)..........      
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) 2,885,573 2,541,197 3,214,001
Liabilities 17 Accounts payable and accrued expenses.......... 0 0
18 Grants payable................. 0 0
19 Deferred revenue................. 0 0
20 Loans from officers, directors, trustees, and other disqualified persons 0 0
21 Mortgages and other notes payable (attach schedule)...... 0 0
22 Other liabilities (describe bullet) 0 0
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 2,885,573 2,541,197
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 0 0
29 Total net assets or fund balances (see instructions)..... 2,885,573 2,541,197
30 Total liabilities and net assets/fund balances (see instructions). 2,885,573 2,541,197
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
2,885,573
2
Enter amount from Part I, line 27a .....................
2
-344,376
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
2,541,197
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
2,541,197
Form 990-PF (2020)
Form 990-PF (2020)
Page 3
Part IV
Capital Gains and Losses for Tax on Investment Income
(a) List and describe the kind(s) of property sold (e.g., real estate,
2-story brick warehouse; or common stock, 200 shs. MLC Co.)
(b)
How acquired
P—Purchase
D—Donation
(c)
Date acquired
(mo., day, yr.)
(d)
Date sold
(mo., day, yr.)
1 a Publicly Traded Securities - JPMORGAN U S LARGE CAP CORE PLUS      
b Publicly Traded Securities - ISHARES CORE US AGGREGATE BD ETF      
c Publicly Traded Securities - JP MORGAN US LARGE CAP CORE PLUS      
d Publicly Traded Securities - VANGUARD TOTAL INTL BOND INDEX      
e Publicly Traded Securities - VANGUARD TOTAL INTL BOND INDEX      
Publicly Traded Securities - VANGUARD TOTAL INTL BOND INDEX      
Publicly Traded Securities - VANGUARD S&P 500 ETF      
Publicly Traded Securities - VANGUARD S&P 500 ETF      
Publicly Traded Securities - VANGUARD S&P 500 ETF      
Publicly Traded Securities - VANGUARD S&P 500 ETF      
Publicly Traded Securities - VANGUARD S&P 500 ETF      
Publicly Traded Securities - VANGUARD MID-CAP ETF      
Publicly Traded Securities - VANGUARD MID-CAP ETF      
Publicly Traded Securities - VANGUARD FTSE EMERGING MKTS ETF      
Publicly Traded Securities - VANGUARD FTSE EMERGING MKTS ETF      
Publicly Traded Securities - VANGUARD FTSE DEVELOPED MARKETS      
Publicly Traded Securities - VANGUARD FTSE DEVELOPED MARKETS      
Publicly Traded Securities - SPDR BLOOMBERG BARCLAYS 1-3      
Publicly Traded Securities - SPDR BLOOMBERG BARCLAYS 1-3      
Publicly Traded Securities - METRO WEST T/R BD CL I      
Publicly Traded Securities - JPMORGAN U S LARGE CAP CORE PLUS      
Publicly Traded Securities - JPMORGAN U S LARGE CAP CORE PLUS      
Publicly Traded Securities - JPMORGAN U S LARGE CAP CORE PLUS      
Publicly Traded Securities - ISHARES CORE US AGGREGATE BD ETF      
Publicly Traded Securities - ISHARES CORE S&P SMALL-CAP      
Publicly Traded Securities - ISHARES CORE S&P SMALL-CAP      
Publicly Traded Securities - ISHARES CORE S&P SMALL-CAP      
Publicly Traded Securities - ISHARES BROAD USD HIGH YIELD      
Publicly Traded Securities - ISHARES BROAD USD HIGH YIELD      
(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 21,873 0 21,873 0
b 4,542 0 3,973 569
c 26,811 0 32,701 -5,890
d 2,377 0 2,304 73
e 15,816 0 14,921 895
88 0 0 88
52,654 0 36,662 15,992
37,146 0 28,958 8,188
79,176 0 65,354 13,822
8,169 0 7,335 834
34,490 0 30,286 4,204
48,559 0 38,790 9,769
16,238 0 14,455 1,783
5,129 0 4,573 556
7,858 0 7,097 761
36,835 0 32,823 4,012
5,189 0 4,492 697
7,409 0 7,428 -19
1,006 0 1,008 -2
2,898 0 0 2,898
23,206 0 29,042 -5,836
55,853 0 0 55,853
52,206 0 59,670 -7,464
6,963 0 7,237 -274
26,042 0 19,870 6,172
19,105 0 21,823 -2,718
23,791 0 27,937 -4,146
1,853 0 1,871 -18
577 0 580 -3
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 0 0 0 0
b 0 0 0 569
c 0 0 0 -5,890
d 0 0 0 73
e 0 0 0 895
0 0 0 88
0 0 0 15,992
0 0 0 8,188
0 0 0 13,822
0 0 0 834
0 0 0 4,204
0 0 0 9,769
0 0 0 1,783
0 0 0 556
0 0 0 761
0 0 0 4,012
0 0 0 697
0 0 0 -19
0 0 0 -2
0 0 0 2,898
0 0 0 -5,836
0 0 0 55,853
0 0 0 -7,464
0 0 0 -274
0 0 0 6,172
0 0 0 -2,718
0 0 0 -4,146
0 0 0 -18
0 0 0 -3
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 2 114,472
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 13,676
Part V
Qualification Under Section 4940(e) for Reduced Tax on Net Investment Income
SECTION 4940(e) REPEALED ON DECEMBER 20, 2019 - DO NOT COMPLETE
1 Reserved
(a)
Reserved
(b)
Reserved
(c)
Reserved
(d)
Reserved
2
Reserved...........................
2
3
Reserved...........................
3
4
Reserved...........................
4
5
Reserved...........................
5
6
Reserved...........................
6
7
Reserved...........................
7
8
Reserved,..........................
8
Form 990-PF (2020)
Form 990-PF (2020)
Page 4
Part VI
Excise Tax Based on Investment Income (Section 4940(a), 4940(b), 4940(e), or 4948—see instructions)
1a Exempt operating foundations described in section 4940(d)(2), check here Bullet and enter “N/A" on line 1. Bracket for line 1a
Date of ruling or determination letter:   (attach copy of letter if necessary–see instructions)
b Reserved................................ 1 2,256
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2 0
3 Add lines 1 and 2........................... 3 2,256
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4 0
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 2,256
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 0
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. Part VI Line 7 - Tax Paid with the Original Return: 2256 7 0
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 2,256
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet0 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
  • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
    Yes
     
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbullet  
    14
    The books are in care ofbulletTheresa Jasmin Telephone no.bullet (413) 504-4249

    Located atbullet2145 ROOSEVELT AVESPRINGFIELDMA ZIP+4bullet011041650
    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
     
     
    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
     
    No
    .........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
    Charles L DAmour Trustee Minimal
    0.00
    0 0 0
    2145 Roosevelt Ave
    Springfield,MA011041650
    Donald H DAmour Trustee Minimal
    0.00
    0 0 0
    2145 Roosevelt Ave
    Springfield,MA011041650
    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  
    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.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 Awarded scholarships 0
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    3,021,791
    b
    Average of monthly cash balances.......................
    1b
    65,960
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    3,087,751
    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
    3,087,751
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    46,316
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    3,041,435
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    152,072
    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
     
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
     
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
     
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
     
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
     
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
     
    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
    261,078
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    261,078
    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
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    261,078
    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 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$  
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....
     
    c Treated as distributions out of corpus (Election
    required—see instructions)........
     
    d Applied to 2020 distributable amount.....  
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........
     
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......
     
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........
     
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............
     
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........
     
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......
     
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...
     
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......
     
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    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
    1994-09-21
    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
    61,357       61,357
    b 85% of line 2a ......... 52,153       52,153
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....
    261,078       261,078
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........
    0       0
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....
    261,078       261,078
    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) ....
    0       0
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....
    0       0
    (3) Largest amount of support
    from an exempt organization
    0       0
    (4) Gross investment income 0       0
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    Scholarship Committee
    2145 Roosevelt Ave
    Springfield,MA01104
    (413) 504-4080
    bThe form in which applications should be submitted and information and materials they should include:
    Printed forms should include transcripts of student grades college board scores and 3 letters of recommendations.
    cAny submission deadlines:
    02 21 2021
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Scholarships limited to students in Big Y marketing area MA & CT
    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
    Kathryn Barnes
    515 Judson Ave
    Mystic,CT06355
      I Scholarship 1,000
    Michael Bryant
    22 South Slope Drive
    Kensington,CT06037
      I Scholarship 1,000
    Ellery Campbell
    33 Lincoln Avenue
    Wallingford,CT06492
      I Scholarship 1,000
    Calyn Carbone
    301 Shelton Road
    Trumbull,CT06611
      I Scholarship 1,000
    Benjamin Carlson
    98 Franklin Rd
    Milford,CT06460
      I Scholarship 1,000
    Eleanor Crone
    22 Wood Creek Rd
    Norfolk,CT06058
      I Scholarship 1,000
    Livia Daggett
    235 Baxter Road
    Storrs,CT06268
      I Scholarship 1,000
    Arav Dave
    7 Quarry Ridge Road
    Sandy Hook,CT06482
      I Scholarship 1,000
    Justin Guinta
    39 Melon Patch Lane
    Monroe,CT06468
      I Scholarship 1,000
    William Huey
    9 Westwood Rd
    Storrs,CT06268
      I Scholarship 1,000
    Samantha Karlson
    575 Groton Long Point Rd
    Groton,CT06340
      I Scholarship 1,000
    Yurou Li
    1165 Jarvis Street
    Cheshire,CT06410
      I Scholarship 1,000
    Julianne Lucas
    45 Laurel Hill Drive
    Niantic,CT06357
      I Scholarship 1,000
    Meryl McKenna
    22 Lyndenwood Dr
    Brookfield,CT06804
      I Scholarship 1,000
    Meghan Sullivan
    Invalid
    Burlington,CT06013
      I Scholarship 1,000
    Ayla Taylor-Robichaud
    12 Chiou Drive
    Griswold,CT06351
      I Scholarship 1,000
    Anna Terry
    10 Conrad St
    Mystic,CT06355
      I Scholarship 1,000
    Michael Vesci
    741 Middle Turnpike East
    Manchester,CT06040
      I Scholarship 1,000
    Lauren Viets
    6 County Ln
    New Hartford,CT06057
      I Scholarship 1,000
    Juliet Young
    84 Fair Street
    Guilford,CT06437
      I Scholarship 1,000
    Mason Zhang
    111 Luciani Rd
    Woodbridge,CT06525
      I Scholarship 1,000
    Wendy Zhang
    44 Forest Glen Drive
    Woodbridge,CT06525
      I Scholarship 1,000
    Lily Zhang
    43 Whitehill Dr
    West Hartford,CT06117
      I Scholarship 1,000
    Sarah Aktim
    85 Bear Paw Road
    Stratford,CT06614
      I Scholarship 1,000
    Haneen Alkabasi
    156 Craigemore Circle
    Avon,CT06001
      I Scholarship 1,000
    Tyler Bennett
    92 Reeves Rd
    Ellington,CT06029
      I Scholarship 1,000
    Matthew Calorossi
    11 Lone Oak Meadows
    Sandy Hook,CT06482
      I Scholarship 1,000
    Lilliana Cartiera
    24 Wedgewood Drive
    Wethersfield,CT06109
      I Scholarship 1,000
    Dominic Cassarino
    34 Carter Dr
    Tolland,CT06084
      I Scholarship 1,000
    James Coleman
    24 Midway Avenue
    Milford,CT06460
      I Scholarship 1,000
    Mazda Delgado
    1229 Winsted Road
    Torrington,CT06790
      I Scholarship 1,000
    Kolby Durocher
    8 Brendi Trail
    Columbia,CT06237
      I Scholarship 1,000
    Oviereya Ekeh
    60 Avery Ave
    Milford,CT06460
      I Scholarship 1,000
    Seth Fackrell
    6 oak hill farms rd
    ellington,CT06029
      I Scholarship 1,000
    Caitlin Fanella
    11 Mockingbird Lane
    New Milford,CT06776
      I Scholarship 1,000
    Amanda Foertsch
    181 Hart St
    Berlin,CT06037
      I Scholarship 1,000
    Elizabeth Gallagher
    66 Acorn Drive
    Westbrook,CT06498
      I Scholarship 1,000
    Sarah Hensel
    370 pepper street
    Monroe,CT06468
      I Scholarship 1,000
    Sophie Holdridge
    58 Prentice Street
    Taftville,CT06380
      I Scholarship 1,000
    Julia Hull
    54 Raven Road
    Trumbull,CT06611
      I Scholarship 1,000
    Zachary Larson
    Invalid
    Vernon,CT06066
      I Scholarship 1,000
    Douglas Nadig
    188 Aspetuck VLG
    New Milford,CT06776
      I Scholarship 1,000
    Christine Pan
    5 Deerfield Drive
    Glastonbury,CT06033
      I Scholarship 1,000
    Mallory Preiss
    110 Doral Farms Road
    North Branford,CT06471
      I Scholarship 1,000
    Mary Kate Robotham
    72 DEER PARK RD
    BRISTOL,CT06010
      I Scholarship 1,000
    Sara Rosenthal
    29 Orchard Farms Rd
    Colchester,CT06415
      I Scholarship 1,000
    Hannah Sherron
    7 Haley St
    Mystic,CT06355
      I Scholarship 1,000
    Julia Tracy
    188 Ascot Lane
    Torrington,CT06790
      I Scholarship 1,000
    Morgan Wichmann
    18 Old Field Rd
    Granby,CT06035
      I Scholarship 1,000
    Katherine Widener
    20 Devon Court
    Meriden,CT06450
      I Scholarship 1,000
    Shayne Evans
    16 Rachel Lane
    Voluntown,CT06384
      I Scholarship 1,000
    Kameron Kosma
    84 High St
    Moosup,CT06354
      I Scholarship 1,000
    Lindsey Lucia
    136 Gilbert Lane
    South Windsor,CT06074
      I Scholarship 1,000
    Sarah McNicholas
    66 marie street
    plainfield,CT06374
      I Scholarship 1,000
    Krystyna Miller
    22 overlook dr
    Plainville,CT06062
      I Scholarship 1,000
    Haley Thetreault
    94 Buntz Road
    Canterbury,CT06331
      I Scholarship 1,000
    Alexa Kowalski
    100 Lynnrich Drive
    Thomaston,CT06787
      I Scholarship 1,000
    Ana Castro-Rodriguez
    64 Mustang Dr
    Monroe,CT06468
      I Scholarship 1,000
    Madelyn Costello
    372 Main Street
    Deep River,CT06417
      I Scholarship 1,000
    Grace Farris
    28 Saint Thomas St
    Enfield,CT06082
      I Scholarship 1,000
    Douglas Sato
    Invalid
    Bristol,CT06010
      I Scholarship 1,000
    Effie Petropoulos
    743 River Road
    Mystic,CT06355
      I Scholarship 1,000
    Sarah Tozier
    23 Olmstead Road
    East Haddam,CT06423
      I Scholarship 1,000
    Trent Kaisen
    222 Elm Street
    Guilford,CT06437
      I Scholarship 1,000
    Danielle Adams
    31 Peach Farm Road
    East Hampton,CT06424
      I Scholarship 500
    Priyanshu Agrawal
    280 E Opal Drive
    Glastonbury,CT06033
      I Scholarship 500
    Danielle Ahern
    100 Orchard Hill Drive
    Stratford,CT06614
      I Scholarship 500
    Madison Allen
    119 Firetown Rd
    Simsbury,CT06070
      I Scholarship 500
    Benjamin Antonetti
    3 Smokey Ridge Road
    Simsbury,CT06070
      I Scholarship 500
    Mitra Atighechi
    22 Natchaug Drive
    Glastonbury,CT06033
      I Scholarship 500
    Nicholas Attina
    143 Brushy Hill Road
    Danbury,CT06810
      I Scholarship 500
    Ariana Bahavar
    155 Windermere Avenue
    Ellington,CT06029
      I Scholarship 500
    Andreina Barajas
    62 Bowe Ave
    Stratford,CT06615
      I Scholarship 500
    Kaera Barrows
    1 Eastview Dr
    Simsbury,CT06070
      I Scholarship 500
    Alexa Bartoli
    14 Jacqueline Drive
    Wolcott,CT06716
      I Scholarship 500
    Elizabeth Batchelar
    17 Hunting Ridge Dr
    Simsbury,CT06070
      I Scholarship 500
    Lucero Blanco
    19 Cottonwood Rd
    Norwich,CT06360
      I Scholarship 500
    maggie bolduc
    283 Tower Hill Road
    Chaplin,CT06235
      I Scholarship 500
    Joseph Bradley
    5 Jorgensen Lane
    Old Saybrook,CT06475
      I Scholarship 500
    Kaitlynn Brito Torres
    305 Bayonet St
    New London,CT06320
      I Scholarship 500
    Sara Brown
    34 Southwood Rd
    Enfield,CT06082
      I Scholarship 500
    Elyza Bruce
    34 Old Flanders Rd
    Woodbury,CT06798
      I Scholarship 500
    Noelle Bruce
    53 Stonecrest Drive
    Bristol,CT06010
      I Scholarship 500
    Adam Bryant
    40 Palmer Street
    Pawcatuck,CT06379
      I Scholarship 500
    Nicole Burgon
    1 N Beechwood Rd
    Niantic,CT06357
      I Scholarship 500
    Eugene Chang
    Invalid
    Orange,CT06477
      I Scholarship 500
    Gautam Chasmawala
    224 Quarry Brook Drive
    South Windsor,CT06074
      I Scholarship 500
    Taylor Clark
    4 Stanwich Lane
    Burlington,CT06013
      I Scholarship 500
    Guillem Colom
    7 Pear Grove
    East Lyme,CT06333
      I Scholarship 500
    Alexandra Costa
    54 Josiah Lane
    Tolland,CT06084
      I Scholarship 500
    Megan Cravinho
    5-2 Binney Road
    Old Lyme,CT06371
      I Scholarship 500
    Daley Curry
    177 Ginger Ln
    Torrington,CT06790
      I Scholarship 500
    Daniel Cuyler
    174 High Ridge Rd
    Avon,CT06001
      I Scholarship 500
    Tenzin Dadon
    4-D Walnut Drive
    Uncasville,CT06382
      I Scholarship 500
    Mya Darrow
    130 Clark Gates Road
    Moodus,CT06469
      I Scholarship 500
    Alexis Dean
    Invalid
    Enfield,CT06082
      I Scholarship 500
    Cassandra Dean
    14 Brentwood Drive
    Enfield,CT06082
      I Scholarship 500
    Nicholas Desrocher
    11 Wells Rd
    Ellington,CT06029
      I Scholarship 500
    Stephanie DiSarro
    22 Carriage Lane
    Woodbury,CT06798
      I Scholarship 500
    Samuel DiSorbo
    Invalid
    Burlington,CT06013
      I Scholarship 500
    Sela Domkofski
    2 Jacobs Lane
    Bethel,CT06801
      I Scholarship 500
    Sabrina Doria
    75 Feather Lane
    Guilford,CT06437
      I Scholarship 500
    Aiden Drake
    605 Fishtown Road
    Mystic,CT06355
      I Scholarship 500
    Erin Dunn
    24 Fox Hill Road
    South Windsor,CT06074
      I Scholarship 500
    Sean Dyson
    281 N Main St
    West Hartford,CT06117
      I Scholarship 500
    Zoe Garbus
    2 Cross Rd
    Brookfield,CT06804
      I Scholarship 500
    Madeline Germe
    78 Somer Drive
    Meriden,CT06451
      I Scholarship 500
    Caitlin Ghent
    70 Flint Street
    Trumbull,CT06611
      I Scholarship 500
    Giovanna Gioscia
    259 Stafford Road
    Somers,CT06071
      I Scholarship 500
    Ryan Grover
    26 Senator Dr
    Cromwell,CT06416
      I Scholarship 500
    Cathy Hoang
    2256 Albany Ave
    West Hartford,CT06117
      I Scholarship 500
    Abigail Huebner
    Invalid
    Milford,CT06460
      I Scholarship 500
    Riley Immel
    11 Gaylor Dr
    Monroe,CT06468
      I Scholarship 500
    Michele Iraci
    71 Putting Green Lane
    Prospect,CT06712
      I Scholarship 500
    Aleena Jacob
    55 Liberty Avenue
    Danbury,CT06810
      I Scholarship 500
    Ava Joiner
    21 Candlewood Rd
    Burlington,CT06013
      I Scholarship 500
    Mia Josephy-Zack
    1 Hawthorne Terrace
    Branford,CT06405
      I Scholarship 500
    Steven Kao
    29 Sandlewood Drive
    Madison,CT06443
      I Scholarship 500
    Amitojeroop Kaur
    79 Interstate Park Drive unit 7
    Southington,CT06489
      I Scholarship 500
    Charlene Lam
    1 Marble Faun Lane
    Windsor,CT06095
      I Scholarship 500
    Luke Lammey
    4 Stonehenge Drive
    Simsbury,CT06070
      I Scholarship 500
    Audrey Larson
    3 Kovacs Place
    Wallingford,CT06492
      I Scholarship 500
    Laila Lawson
    1180 Newgate Rd
    West Suffield,CT06093
      I Scholarship 500
    Calista Lonardelli
    285 Greenwood Drive
    Cheshire,CT06410
      I Scholarship 500
    Aicha Ly
    270 Brookfield Street
    South Windsor,CT06074
      I Scholarship 500
    Tyler Mackowski
    15 Hillyer Way
    Granby,CT06035
      I Scholarship 500
    Alexandra Marinescu
    375 Meetinghouse Ln
    Orange,CT06477
      I Scholarship 500
    Justin Mathew
    91 Andover Drive
    Rocky Hill,CT06067
      I Scholarship 500
    Amanda McCard
    5 Valley View Lane
    Burlington,CT06013
      I Scholarship 500
    Katherine Morrissey
    58 Essex Street
    Deep River,CT06417
      I Scholarship 500
    Maathangi Nellicherry
    63 Meadow Brook Road
    Brookfield,CT06804
      I Scholarship 500
    Jessica Newbury
    218 Clark Road
    Litchfield,CT06759
      I Scholarship 500
    Alexander Nikolov
    16 Carriage Drive
    East Hampton,CT06424
      I Scholarship 500
    Teagan O'Brien
    46 High Ridge Drive
    Pawcatuck,CT06379
      I Scholarship 500
    Juliette Ranelli
    265 Willow Street
    New Haven,CT06511
      I Scholarship 500
    Evan Reynolds
    16 Silver Dr
    Burlington,CT06013
      I Scholarship 500
    Griffin Robinson
    Invalid
    Higganum,CT06441
      I Scholarship 500
    Drew Rosenhein
    275 Burr Hall Rd
    Middlebury,CT06762
      I Scholarship 500
    Vidita Shah
    26 Connshire Dr
    Waterford,CT06385
      I Scholarship 500
    Nidhish Shanmugasundaram
    24 Wintonbury Drive
    Farmington,CT06032
      I Scholarship 500
    Madeleine Silano
    74 Trotters Lane
    Plantsville,CT06479
      I Scholarship 500
    Taryn Simon
    45 Buck Rd
    Amston,CT06231
      I Scholarship 500
    Mary Singer
    51 Grandview St
    Tolland,CT06084
      I Scholarship 500
    Clayton Singleton
    80 Abington Road
    Eastford,CT06242
      I Scholarship 500
    Hanna Skiba
    44 Fox Hill Rd
    Woodbridge,CT06525
      I Scholarship 500
    Lauren Skoglund
    101 Coventry Way
    Guilford,CT06437
      I Scholarship 500
    Lydia Smith
    29 South Road
    Marlborough,CT06447
      I Scholarship 500
    Invalid
    697 Nortontown Rd
    Guilford,CT06437
      I Scholarship 500
    Elizabeth Stoelzel
    19 Franklin Street
    Trumbull,CT06611
      I Scholarship 500
    Emily Stratton
    2 Mohican Road
    Old Saybrook,CT06475
      I Scholarship 500
    Olivia Suter
    501 Springfield rd
    Somers,CT06071
      I Scholarship 500
    Jessica Taing
    50 City Avenue
    New Britain,CT06051
      I Scholarship 500
    Trenyce Taylor
    11 Allen Road
    Bloomfield,CT06002
      I Scholarship 500
    Chance Thompson
    340 Smith Farm rd
    Orange,CT06477
      I Scholarship 500
    Madison Thompson
    58 Marshall Lane
    Derby,CT06418
      I Scholarship 500
    Jaydah Tinker
    67 Maple Ave
    Bloomfield,CT06002
      I Scholarship 500
    Alexa Torres
    288 North Bride Brook Rd
    East Lyme,CT06333
      I Scholarship 500
    Stephanie Toste
    4 Brookwood Dr
    Branford,CT06405
      I Scholarship 500
    Sarah Waggoner
    232 Grissom Road
    Manchester,CT06042
      I Scholarship 500
    Timothy Wang
    283 Firetown Road
    Simsbury,CT06070
      I Scholarship 500
    Stephanie Weber
    25 Pheasant Run Road
    Stonington,CT06378
      I Scholarship 500
    Ian Weigle
    Invalid
    Mystic,CT06355
      I Scholarship 500
    Emily Wells
    45 Wormwood Hill Road
    Mansfield,CT06250
      I Scholarship 500
    Mitchell Whelan
    27 Ellridge Place
    Ellington,CT06029
      I Scholarship 500
    Kyle Wisialowski
    28 Cinnamon Ridge
    Old Saybrook,CT06475
      I Scholarship 500
    Elijah Wood
    174 Rosemary Lane
    South Windsor,CT06074
      I Scholarship 500
    Jessica Wood
    8 Mayfield Terrace
    East Lyme,CT06333
      I Scholarship 500
    Andrew Xu
    4 Lillinonah Ridge Drive
    New Milford,CT06776
      I Scholarship 500
    Jaden Young
    45 Bronson Road
    Prospect,CT06712
      I Scholarship 500
    Emily Young
    1157 Hartford Turnpike
    Vernon,CT06066
      I Scholarship 500
    Shannon Zeilman
    44 Old Farms Road
    West Simsbury,CT06092
      I Scholarship 500
    Steven Zhang
    Invalid
    New Haven,CT06511
      I Scholarship 500
    Evan Zhao
    102 Gates Farm Rd
    Glastonbury,CT06033
      I Scholarship 500
    Marlena Bailey
    3 Spring Lane
    West Hartford,CT06107
      I Scholarship 500
    Claire Demers
    115 Beach Avenue
    Watertown,CT06795
      I Scholarship 500
    Caroline Garrett
    1903 Gold Star Hwy
    Mystic,CT06355
      I Scholarship 500
    Keeley Joyal
    18 Harvest Hill Dr
    Somers,CT06071
      I Scholarship 500
    Caitlyn Pesavento
    22 Goodwin Circle
    Hartford,CT06105
      I Scholarship 500
    MaCaelan Rahn
    264 Heartland Terr
    Orange,CT06477
      I Scholarship 500
    Adriana Rhodes
    216 Crystal Lake Rd
    Tolland,CT06084
      I Scholarship 500
    Drew Taylor
    152 Whiting Ln
    West Hartford,CT06119
      I Scholarship 500
    Carissa Titus
    15 Farview Road
    Brookfield,CT06803
      I Scholarship 500
    Lauren Walczyk
    54 Canary Court
    Guilford,CT06437
      I Scholarship 500
    Devon Zainc
    149 Three Mile Hill Road
    Middlebury,CT06762
      I Scholarship 500
    Grace Pasco
    25 Fenway Road
    Branford,CT06405
      I Scholarship 500
    Andrew Pasco
    25 Fenway Rd
    Branford,CT06405
      I Scholarship 500
    Elijah Lombardi
    461 Washington St
    Hartford,CT06106
      I Scholarship 500
    Mahika Yarram
    2 Summer Pasture Ln
    Brookfield,CT06804
      I Scholarship 500
    Anna Mattioli
    67 Great Ring Road
    Sandy Hook,CT06482
      I Scholarship 1,026
    Jake Mailloux
    52 Lookout Drive
    Sandy Hook,CT06482
      I Scholarship 1,026
    Nidhi Mukka
    36 Pearl Street
    Sandy Hook,CT06482
      I Scholarship 1,026
    Isadora Harper
    6809 N Greenview Ave
    Chicago,IL60626
      I Scholarship 500
    Alec Bachman
    Invalid
    West Stockbridge,MA01266
      I Scholarship 1,000
    Cutter Beck
    46 Gould Rd
    Charlton,MA01507
      I Scholarship 1,000
    Colin Cahill
    752 Mason Road
    Jefferson,MA01522
      I Scholarship 1,000
    Caroline Curran
    255 Barlows Landing Road
    Pocasset,MA02559
      I Scholarship 1,000
    Venkata Siva Dasuri
    Invalid
    Norwood,MA02062
      I Scholarship 1,000
    Nicholas Lang
    23 Shady Lane
    Wilbraham,MA01095
      I Scholarship 1,000
    Karina Mahida
    304 State Road
    Great Barrington,MA01230
      I Scholarship 1,000
    Kelly Melin
    33 Gardner Street
    Peabody,MA01960
      I Scholarship 1,000
    Matthew O'Donnell
    22 Wilder Road
    Kingston,MA02364
      I Scholarship 1,000
    Colleen Pokorney
    27 Butternut ln
    Bolton,MA01740
      I Scholarship 1,000
    Grace Quinn
    121 Riverside Drive
    Norwell,MA02061
      I Scholarship 1,000
    Joseph Szela
    47 Sacarrappa Road
    Oxford,MA01540
      I Scholarship 1,000
    Elyse Whittemore
    Invalid
    Leicester,MA01524
      I Scholarship 1,000
    Liam Wilson
    343 Prospect St
    Norwood,MA02062
      I Scholarship 1,000
    Ian Yu
    126 Tracy Circle
    Amherst,MA01002
      I Scholarship 1,000
    Tori Anderson
    15 Smith Road
    Mansfield,MA02048
      I Scholarship 1,000
    Matthew Aremburg
    445 Scott Rd
    Oakham,MA01068
      I Scholarship 1,000
    William Balzano
    74 Roosevelt Avenue
    Feeding Hills,MA01030
      I Scholarship 1,000
    Mackenzie Bates
    Invalid
    Florence,MA01062
      I Scholarship 1,000
    Ajianni Blackman
    88 Tioga st
    Springfield,MA01128
      I Scholarship 1,000
    Nathan Bruneau
    44 lakeshore dr
    Monson,MA01057
      I Scholarship 1,000
    Juliana Craig
    30 Miller Ave
    Southampton,MA01073
      I Scholarship 1,000
    Aubrey DeCaro
    237 B State Ave
    Palmer,MA01069
      I Scholarship 1,000
    Brian Dillon
    Invalid
    Mill River,MA01244
      I Scholarship 1,000
    Daniel Fiester
    7 Highland Ave
    Monson,MA01057
      I Scholarship 1,000
    Jared Fournier
    129 Joseph Avenue
    Westfield,MA01085
      I Scholarship 1,000
    Taylor Gawron
    140 Tolpa Circle
    Chicopee,MA01020
      I Scholarship 1,000
    Zachariah Gravel-Blaney
    16 Otis Sreet
    Westfield,MA01085
      I Scholarship 1,000
    Da'Vonti Hardrick
    49 Commonwealth Avenue
    Springfield,MA01108
      I Scholarship 1,000
    Garret Hussey
    2 Jon Drive
    Belchertown,MA01007
      I Scholarship 1,000
    Mason Hynes
    106 Ely Street
    Westfield,MA01085
      I Scholarship 1,000
    Alexis Karpolyuk
    140 Ruskin Street
    Chicopee,MA01020
      I Scholarship 1,000
    Filip Kumiega
    2 Miles Morgan CT
    WIlbraham,MA01095
      I Scholarship 1,000
    Jessica Kushner
    74 White Loaf Road
    Southampton,MA01073
      I Scholarship 1,000
    Jaida Kynard
    147 Wrentham Road
    Springfield,MA01119
      I Scholarship 1,000
    Emily Landry
    50 Lancaster Drive
    Agawam,MA01001
      I Scholarship 1,000
    Maxwell MacFadzen
    32 Bluemer Rd
    Southampton,MA01073
      I Scholarship 1,000
    Taylor MacIntosh
    28 Crystal Drive
    Southwick,MA01077
      I Scholarship 1,000
    Emma Magnani
    51 Puritan Road
    Springfield,MA01119
      I Scholarship 1,000
    Eleanor Meehan
    13 Tarkiln Road
    Kingston,MA02364
      I Scholarship 1,000
    Joshua Morrison
    55 Westview Dr
    Belchertown,MA01007
      I Scholarship 1,000
    Haley Nimmons
    2 Meadow Lane
    Southampton,MA01073
      I Scholarship 1,000
    Lexie Orszulak
    6 Williston dr
    Ware,MA01082
      I Scholarship 1,000
    Jack O'Toole
    45 Columbus Avenue
    West Bridgewater,MA02379
      I Scholarship 1,000
    Matthew Pitoniak
    4 Jered lane
    Southwick,MA01077
      I Scholarship 1,000
    Andrew Pitoniak
    4 Jered Ln
    Southwick,MA01077
      I Scholarship 1,000
    Anthony Quiterio
    32 Northwood Circle
    Ludlow,MA01056
      I Scholarship 1,000
    Timothy Rivers
    414 Pine St
    Feeding Hills,MA01030
      I Scholarship 1,000
    Christopher Roselli
    451 Cold Spring Ave
    West Springfield,MA01089
      I Scholarship 1,000
    Katrina Roxo
    74 Church St
    Ludlow,MA01056
      I Scholarship 1,000
    Matthew Roy
    Invalid
    Belchertown,MA01007
      I Scholarship 1,000
    Faith Roy
    368 Batchelor Street
    Granby,MA01033
      I Scholarship 1,000
    Melissa Rymaszewski
    10 Olney St
    Hull,MA02045
      I Scholarship 1,000
    Kevin Shields
    11 Shelby Lane
    East Longmeadow,MA01028
      I Scholarship 1,000
    Adam Smith
    32 Lauren Lane
    Southwick,MA01077
      I Scholarship 1,000
    Angelica Soto
    Invalid
    West Springfield,MA01089
      I Scholarship 1,000
    Trent Stucenski
    10 Ridgeview Terrace
    Westfield,MA01085
      I Scholarship 1,000
    Juliann Szemela
    133 Enfield Street
    Indian Orchard,MA01151
      I Scholarship 1,000
    Anna Teunis
    56 Alpine Run Rd
    Kingston,MA02364
      I Scholarship 1,000
    Ryan Therrien
    69 Alexander Place
    Westfield,MA01085
      I Scholarship 1,000
    Jeremy Townsend
    2075 Allen Street
    Springfield,MA01118
      I Scholarship 1,000
    Sara Van Voorhis
    257 Lovell St
    Worcester,MA01602
      I Scholarship 1,000
    Grace Wayrynen
    131 Greystone Avenue
    West Springfield,MA01089
      I Scholarship 1,000
    Christopher Winters
    10 Meade Street
    Peabody,MA01960
      I Scholarship 1,000
    Elisabeth Yorns
    70 belleclaire ave
    Longmeadow,MA01106
      I Scholarship 1,000
    Sydney Demers
    48 Hunt Seat Drive
    Chicopee,MA01013
      I Scholarship 1,000
    Brianna Fortin
    70 circuit ave
    Marshfield,MA02050
      I Scholarship 1,000
    Olivia Hartman
    2 Thomas Island Rd
    Pittsfield,MA01201
      I Scholarship 1,000
    Sarah Healy
    467 Rock Valley Rd
    Holyoke,MA01040
      I Scholarship 1,000
    Mia LaPointe
    68 Fallston St
    Springfield,MA01119
      I Scholarship 1,000
    Sarah Nemec
    617 montgomery road
    Westfield,MA01085
      I Scholarship 1,000
    Samantha Nordstrom
    19 Servant Way
    Southbridge,MA01550
      I Scholarship 1,000
    Deanna Padilla
    19 Ruthven Street
    Springfield,MA01128
      I Scholarship 1,000
    Eric Rakowski
    13 Philip Circle
    Granby,MA01033
      I Scholarship 1,000
    Margaret Ryan
    172 Braeburn Road
    East Longmeadow,MA01028
      I Scholarship 1,000
    Eliezer Baez
    350 Liberty St
    Springfield,MA01104
      I Scholarship 1,000
    Dima Aboukasm
    Invalid
    Florence,MA01062
      I Scholarship 500
    Sidra Alani
    1273 Salem Street
    Malden,MA02148
      I Scholarship 500
    Sofia Anestam
    19 Scott Drive
    North Easton,MA02356
      I Scholarship 500
    Cecilia Ball
    62 North Leverett Road
    Leverett,MA01054
      I Scholarship 500
    Hailey Barrows
    576 Neponset Street
    Norwood,MA02062
      I Scholarship 500
    Olivia Blanchette
    5 Warwick Drive
    Chelmsford,MA01824
      I Scholarship 500
    Ankit Boruah
    4 Overlook Drive
    Franklin,MA02038
      I Scholarship 500
    Isabelle Brown
    72 N Main St
    S Deerfield,MA01373
      I Scholarship 500
    Julia Calderon
    90 Boivin Terrace
    Chicopee,MA01020
      I Scholarship 500
    Samantha Calvao
    22 Quebec Street
    Springfield,MA01151
      I Scholarship 500
    Ji Cao
    100 Faculty St
    Wilbraham,MA01095
      I Scholarship 500
    Nathaniel Caraballo
    614 White Street
    Springfield,MA01108
      I Scholarship 500
    Tony Cen Cen
    Invalid
    Springfield,MA01104
      I Scholarship 500
    Elana Chan
    1 Miller St
    Franklin,MA02038
      I Scholarship 500
    Angelina Cicerchia
    950 North Pleasant Street
    Amherst,MA01002
      I Scholarship 500
    Julia Cierpich
    17 Denfield rd
    Charlton,MA01507
      I Scholarship 500
    Olivia Cloutier
    10 Burns Ln
    Charlton,MA01507
      I Scholarship 500
    Jenna Codey
    64 Leona Dr
    Pittsfield,MA01201
      I Scholarship 500
    Evan Condon
    2 Smith Circle
    South Easton,MA02375
      I Scholarship 500
    David Dagenais
    21 Coventry Lane
    Agawam,MA01001
      I Scholarship 500
    Perry Drugan
    6 Overlook Avenue
    Millbury,MA01527
      I Scholarship 500
    Emily Dupuis
    29 Jade Hill rd
    Auburn,MA01501
      I Scholarship 500
    Camden Dyer
    2 Gilbert Rd
    Barre,MA01005
      I Scholarship 500
    Julia Ferrentino
    31 Oxford Lane
    East Longmeadow,MA01028
      I Scholarship 500
    Taylor Fiore
    205 Shady Brook Ln
    Springfield,MA01118
      I Scholarship 500
    Jack Gagnon
    58 Dawes Street
    East Longmeadow,MA01028
      I Scholarship 500
    Keegan Gleason
    13 Tiffany Circle
    Millbury,MA01527
      I Scholarship 500
    Kyle Gwilt
    292 Cheshire Road
    Pittsfield,MA01201
      I Scholarship 500
    Faizan Hassan
    7 Laurana Ln
    Hadley,MA01035
      I Scholarship 500
    Isabella Howard
    447 Barre Road
    Oakham,MA01068
      I Scholarship 500
    David Hulmes
    75 Rockrimmon St
    Belchertown,MA01007
      I Scholarship 500
    Kathryn James
    660 School Street
    Webster,MA01570
      I Scholarship 500
    Alexander Kornblum
    22 Virginia Ridge Rd
    Sudbury,MA01776
      I Scholarship 500
    Jacob LaDuke
    43 Manor Lane
    Ludlow,MA01056
      I Scholarship 500
    Sara LaFever
    4 Howe Street
    Belchertown,MA01007
      I Scholarship 500
    Ilani Lark
    114 Breckwood Cir
    Springfield,MA01119
      I Scholarship 500
    David Lee
    PO Box 182
    Northborough,MA01532
      I Scholarship 500
    Kaitlyn Lindsay
    14 Brandywine Road
    West Boylston,MA01583
      I Scholarship 500
    Hannah Martin
    122 High Street
    Warren,MA01083
      I Scholarship 500
    Stephanie Maselli
    174 State Road
    North Adams,MA01247
      I Scholarship 500
    Owen McCarthy
    12 Shady Lane
    Holden,MA01520
      I Scholarship 500
    Michelle McDermott
    6 Duda Dr
    Easthampton,MA01027
      I Scholarship 500
    Kara McGuinness
    31 Connecticut st
    Holyoke,MA01040
      I Scholarship 500
    Victoria Melkonyan
    148 Summer Street
    Lanesborough,MA01237
      I Scholarship 500
    RYAN MOLTA
    14 Meadow Lane
    Southwick,MA01077
      I Scholarship 500
    Laura Moyer
    97 Thayer Road
    Monson,MA01057
      I Scholarship 500
    Daphne Muhammad
    20 Hughes St
    Springfield,MA01108
      I Scholarship 500
    Nikolas Mushenko
    78 Parker Street
    East Longmeadow,MA01028
      I Scholarship 500
    Patricia Nacu
    100 Waltham st
    Watertown,MA02472
      I Scholarship 500
    Rohini Narayanan
    80 Van Meter Drive
    Amherst,MA01002
      I Scholarship 500
    William Nguyen
    143 Vineland Ave
    East Longmeadow,MA01028
      I Scholarship 500
    Margaret O'Dea
    2 Laconia Road
    Worcester,MA01609
      I Scholarship 500
    Enaya Ogletree
    276 Eastern Ave
    Springfield,MA01109
      I Scholarship 500
    Emily Oliver
    42 Stark Road
    Worcester,MA01602
      I Scholarship 500
    Kwang-Won Park
    382 Northampton Rd
    Amherst,MA01002
      I Scholarship 500
    Rodolfo Pineda
    Invalid
    Worcester,MA01604
      I Scholarship 500
    Raina Plevyak
    54 Prospect Hills Dr
    East Longmeadow,MA01028
      I Scholarship 500
    Julia Puppolo
    44 South Shore Drive
    Springfield,MA01118
      I Scholarship 500
    Jesanet Rivera
    104 Acrebrook Road
    Springfield,MA01129
      I Scholarship 500
    Ethan Rivers
    771 Dewey St
    West Springfield,MA01089
      I Scholarship 500
    Christopher Sbalbi
    10 Salem Street
    West Springfield,MA01089
      I Scholarship 500
    Ashley Schabacker
    15 West St
    Hadley,MA01035
      I Scholarship 500
    Sophie Schilling
    299 Alpine Drive
    Amherst,MA01002
      I Scholarship 500
    Benjamin Schrenzel
    49 Cheryl Circle
    Belchertown,MA01007
      I Scholarship 500
    Maya Sessions
    16 Bedford Ct
    Amherst,MA01002
      I Scholarship 500
    Brianna Shvetsov
    152 Sumner Ave
    Springfield,MA01108
      I Scholarship 500
    Allison Silva
    69 Dartmouth St
    Marlborough,MA01752
      I Scholarship 500
    Kaleigh Simmons
    172 Main St
    Hatfield,MA01038
      I Scholarship 500
    Lena Simone
    145 Tamrack Ave
    Lee,MA01238
      I Scholarship 500
    Abigail Sinistore
    35 Warner Hill Rd
    Charlemont,MA01339
      I Scholarship 500
    Allison Smith
    27 Chestnut Hill Rd
    South Hadley,MA01075
      I Scholarship 500
    Ryan Spitz
    27 Rawson Road
    Webster,MA01570
      I Scholarship 500
    Abigail Sprinsky
    125 Hillcrest Road
    Needham,MA02492
      I Scholarship 500
    Invalid
    Invalid
    Granby,MA01033
      I Scholarship 500
    Eliott Thompson
    260 Schoolhouse Road
    Chicopee,MA01020
      I Scholarship 500
    Cory Thompson
    260 Schoolhouse Road
    Chicopee,MA01020
      I Scholarship 500
    Anna-Lee Thompson
    80 Bellevue Ave
    Springfield,MA01108
      I Scholarship 500
    Julia Trager
    78 Kimberly Drive
    Dalton,MA01226
      I Scholarship 500
    Tyler Tranghese
    39 West Colonial Road
    Wilbraham,MA01095
      I Scholarship 500
    Benjamin Vengalil
    11 Tor Ct
    Pittsfield,MA01201
      I Scholarship 500
    Jennifer Vo
    40 fenimore blvd
    springfield,MA01108
      I Scholarship 500
    Mariah Waite
    21 Monson Rd
    Wales,MA01081
      I Scholarship 500
    Dominique Whitney
    74 Chestnut Plain Road
    Whately,MA01093
      I Scholarship 500
    Sedona Wikar
    136 Pinecone Lane
    Ludlow,MA01056
      I Scholarship 500
    Katarzyna Wisnauckas
    510 Old Post Road
    Worthington,MA01098
      I Scholarship 500
    Lillian Woodard
    12 Clark Street
    Medway,MA02053
      I Scholarship 500
    Cami Zalauskas
    31 Lakeview Road
    North Brookfield,MA01535
      I Scholarship 500
    Benjamin Zamachaj
    84 Sherman Ave
    Chicopee,MA01013
      I Scholarship 500
    Jessica Zenack
    11 Sadies Way
    Mansfield,MA02048
      I Scholarship 500
    Jessica Zisk
    180 Rock Island Rd
    Quincy,MA02169
      I Scholarship 500
    Alvis Zou
    32 Sterling Street
    Quincy,MA02171
      I Scholarship 500
    Jackie Anderson
    185 Chapel Street
    Holden,MA01520
      I Scholarship 500
    Ava Anderson
    185 Chapel St
    Holden,MA01520
      I Scholarship 500
    Gabrielle Bartolomei
    10 Devonshire Dr
    Wilbraham,MA01095
      I Scholarship 500
    Marly Cassford
    311 Oldham Street
    Pembroke,MA02359
      I Scholarship 500
    Catherine Cronin
    335 Winter Street
    Hanson,MA02341
      I Scholarship 500
    Elizabeth Sarnacki
    309 Kibbe Road
    East Otis,MA01029
      I Scholarship 500
    Amber Taylor
    45 Graves Rd
    Greenfield,MA01301
      I Scholarship 500
    Elizabeth Walsh
    15 Villa St
    Longmeadow,MA01106
      I Scholarship 500
    Ryan Doucette
    15 Liberty Lane
    Hanscom AFB,MA01731
      I Scholarship 500
    Juliana Huxtable
    269 Gale Ave
    Pittsfield,MA01201
      I Scholarship 500
    Grace Skinner
    22 Canterbury Lane
    Westfield,MA01085
      I Scholarship 500
    Nicole Barnaby
    1 Tara Drive
    Weymouth,MA02188
      I Scholarship 500
    Alan Fish
    59 L st
    Turners Falls,MA01376
      I Scholarship 500
    Halle McGrail
    3 Oakland st
    Newburyport,MA01950
      I Scholarship 500
    Mary Pion
    1 Camelot Lane
    Easthampton,MA01027
      I Scholarship 500
    Vladyslav Riabov
    Invalid
    Lynn,MA01902
      I Scholarship 500
    Ashley Richards
    91 Main st
    Northfield,MA01360
      I Scholarship 500
    Leo Bolock
    Invalid
    Waverly,PA37042
      I Scholarship 500
    Alona Voronova
    5341 Canterford Ln
    Virginia Beach,VA23464
      I Scholarship 500
    Golden Bells Tayebwa
    c/o AVSI Foundation P O Box 785 N
    Gulu,Uganda00256
    UG
      I Scholarship 500
    Total .................................bullet 3a 261,078
    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 ...........
             
    4 Dividends and interest from securities....   0   0 47,808
    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 ............
             
    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 0 47,808
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    47,808
    (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.)
    4 N A
    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: 20012075
    Software Version: V1.0
    Part VI Line 7 - Tax Paid with the Original Return: 2,256


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    GERALD & PAUL DAMOUR FOUNDERS SCHLRSHPS FOR ACDMC EXCLL CHAR TR
    EIN:
    22-3305742
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    ISHARES CORE US AGGREGATE BD ETF 146,246 157,310
    METRO WEST T/R BD CL I 246,443 258,705
    SPDR BLOOMBERG BARCLAYS 1-3 102,075 101,898
    VANGUARD TOTAL INTL BOND INDEX 27,373 28,493
    ISHARES BROAD USD HIGH YIELD 29,211 29,496

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    GERALD & PAUL DAMOUR FOUNDERS SCHLRSHPS FOR ACDMC EXCLL CHAR TR
    EIN:
    22-3305742
    Software ID:
    20012075
    Software Version:
    V1.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    JPMORGAN U S LARGE CAP CORE PLUS 282,380 292,449
    VANGUARD S&P 500 ETF 433,930 649,308
    VANGUARD MID-CAP ETF 443,092 603,818
    ISHARES CORE S&P SMALL-CAP 233,311 358,373
    VANGUARD FTSE DEVELOPED MARKETS 401,623 505,102
    VANGUARD FTSE EMERGING MKTS ETF 147,153 180,689

    TY 2020 OtherExpensesSchedule
    Name:
    GERALD & PAUL DAMOUR FOUNDERS SCHLRSHPS FOR ACDMC EXCLL CHAR TR
    EIN:
    22-3305742
    Software ID:
    20012075
    Software Version:
    V1.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MA Dept of Public Charities 125 0 125 0


    TY 2020 TaxesSchedule
    Name:
    GERALD & PAUL DAMOUR FOUNDERS SCHLRSHPS FOR ACDMC EXCLL CHAR TR
    EIN:
    22-3305742
    Software ID:
    20012075
    Software Version:
    V1.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    990PF 2019 taxes 3,719 0 0 0