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
HOMETOWN BANK COMMUNITY FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)31 SUTTON AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
OXFORD, MA01540
A Employer identification number

81-2018493
B Telephone number (see instructions)

(413) 779-2296
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$990,960J 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) 90,000
2 Check bullet.............
3 Interest on savings and temporary cash investments 11 11  
4 Dividends and interest from securities... 29,918 29,918  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 29,035
b Gross sales price for all assets on line 6a 70,105
7 Capital gain net income (from Part IV, line 2)... 29,035
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).......      
12 Total. Add lines 1 through 11........ 148,964 58,964  
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 2,600 0   2,600
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)...        
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 35 0   35
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 2,635 0   2,635
25 Contributions, gifts, grants paid....... 137,854 137,854
26 Total expenses and disbursements. Add lines 24 and 25 140,489 0   140,489
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 8,475
b Net investment income (if negative, enter -0-) 58,964
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............. 36,975 86,519 86,519
2 Savings and temporary cash investments.........      
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
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)      
b Investments—corporate stock (attach schedule)....... 985,898 Click to see attachment904,441 904,441
c Investments—corporate bonds (attach schedule).......      
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
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) 1,022,873 990,960 990,960
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 0 0
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 1,022,873 990,960
29 Total net assets or fund balances (see instructions)..... 1,022,873 990,960
30 Total liabilities and net assets/fund balances (see instructions). 1,022,873 990,960
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
1,022,873
2
Enter amount from Part I, line 27a .....................
2
8,475
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
1,031,348
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
40,388
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
990,960
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 VANGUARD DIVIDEND APPRECIATION ETF P 2016-06-22 2020-12-30
b
c
d
e
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 70,105   41,070 29,035
b
c
d
e
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       29,035
b
c
d
e
2 Capital gain net income or (net capital loss) Bracket If gain, also enter in Part I, line 7
If (loss), enter -0- in Part I, line 7		 Bracket 2 29,035
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................................ 1 820
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........................... 3 820
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- ..... 5 820
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 1,579
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 1,579
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 10 759
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet759 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
     
    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 ofbulletGILBERT F EHMKE Telephone no.bullet (413) 779-2296

    Located atbullet31 SUTTON AVENUEOXFORDMA ZIP+4bullet05140
    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
    DENA M HALL PRESIDENT/CLERK/DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    GILBERT F EHMKE TREASURER/DIRECTOR
    2.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    J MICHAEL GRENON DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    EDWARD WOODCOME DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    KEVIN J MACK DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    JULIE A FITTON DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    HELDER MACHADO DIRECTOR
    1.00     		0 0 0
    31 SUTTON AVENUE
    OXFORD,MA01540
    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
    894,072
    b
    Average of monthly cash balances.......................
    1b
    29,662
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    923,734
    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
    923,734
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    13,856
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    909,878
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    45,494
    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
    45,494
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    820
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    820
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    44,674
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    44,674
    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
    44,674
    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
    140,489
    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
    140,489
    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
    140,489
    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 44,674
    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......  
    b From 2016......  
    c From 2017...... 87,449
    d From 2018...... 59,716
    e From 2019...... 79,306
    fTotal of lines 3a through e........ 226,471
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 140,489
    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..... 44,674
    e Remaining amount distributed out of corpus 95,815
    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 5 322,286
    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) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		322,286
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017.... 87,449
    c Excess from 2018.... 59,716
    d Excess from 2019.... 79,306
    e Excess from 2020.... 95,815
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or e-mail address of the person to whom applications should be addressed:
    GILBERT F EHMKE
    31 SUTTON AVENUE
    OXFORD,MA01540
    (413) 779-2296
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICATION AVAILABLE AT ABOVE ADDRESS
    cAny submission deadlines:
    SEE APPLICATION FOR VARIOUS DEADLINES
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NOT APPLICABLE
    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
    ABBY KELLEY FOSTER HOUSE INC
    52 HIGH STREET
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 4,000
    ALZHEIMER'S SUPPORT NETWORK SOUTH CENTRAL MA INC
    PO BOX 839
    SOUTHBRIDGE,MA01550     		NOT RELATED PC EXEMPT PURPOSE 1,000
    APPLE TREE ARTS INC
    1 GRAFTON CMN
    GRAFTON,MA01519     		NOT RELATED PC EXEMPT PURPOSE 500
    AQUA RIDERS OF HOLLAND
    163 MASHAPAUG ROAD
    HOLLAND,MA01521     		NOT RELATED PC EXEMPT PURPOSE 250
    ATHOL-ORANGE COMMUNITY TELEVISION INC
    163 S MAIN STREET
    ATHOL,MA01331     		NOT RELATED PC EXEMPT PURPOSE 375
    AUBURN YOUTH AND FAMILIES SERVICES INC
    21 PHEASANT COURT
    AUBURN,MA01501     		NOT RELATED PC EXEMPT PURPOSE 250
    BEACON OF HOPE COMMUNITY SERVICES INC
    62 WEST ST PO BOX 426
    LEOMINSTER,MA01453     		NOT RELATED PC EXEMPT PURPOSE 250
    BERNARDIAN CHARITABLE FOUNDATION INC
    45 HARVARD STREET
    FITCHBURG,MA01420     		NOT RELATED PC EXEMPT PURPOSE 1,000
    BOYLSTON EDUCATION FOUNDATION
    200 SEWALL STREET
    BOYLSTON,MA01505     		NOT RELATED PC EXEMPT PURPOSE 100
    BOYS & GIRLS CLUB OF FITCHBURG & LEOMINSTER
    365 LINDELL AVE
    LEOMINSTER,MA01453     		NOT RELATED PC EXEMPT PURPOSE 3,500
    BOYS & GIRLS CLUB OF WEBSTER-DUDLEY
    55 OXFORD AVENUE
    DUDLEY,MA01571     		NOT RELATED PC EXEMPT PURPOSE 2,500
    BROOKLYN PTO
    119 GORMAN RD
    BROOKLYN,CT06234     		NOT RELATED PC EXEMPT PURPOSE 300
    BROOKLYN YOUTH SOCCER
    PO BOX 435
    BROOKLYN,CT06234     		NOT RELATED PC EXEMPT PURPOSE 400
    CASA PROJECT
    100 GROVE ST
    WORCESTER,MA01606     		NOT RELATED PC EXEMPT PURPOSE 2,000
    CENTRO LAS AMERICAS
    11 SYCAMORE STREET
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 2,500
    CLINTON LITTLE LEAGUE
    PO BOX 348
    CLINTON,MA01510     		NOT RELATED PC EXEMPT PURPOSE 500
    DANA FARBER DR JAMES CLEARY MD PHD RESEARCH FUNDRAISER
    32 TOWNES LANE
    THOMPSON,CT06277     		NOT RELATED PC EXEMPT PURPOSE 1,500
    DAY KIMBALL HEALTHCARE INC
    309 POMFRET STREET
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 7,750
    DUDLEY PTO
    70 DUDLEY -OXFORD ROAD
    DUDLEY,MA01571     		NOT RELATED PC EXEMPT PURPOSE 250
    ELDER SERVICES OF WORCESTER AREA INC
    67 MILLBROOK ST
    WORCESTER,MA01606     		NOT RELATED PC EXEMPT PURPOSE 2,000
    FAMILY HEATLH CENTER OF WORCESTER INC
    26 QUEEN STREET
    WORCESTER,MA01610     		NOT RELATED PC EXEMPT PURPOSE 250
    FRIENDS OF THE MILLBURY PUBLIC LIBRARY
    128 ELM STREET
    MILLBURY,MA01527     		NOT RELATED PC EXEMPT PURPOSE 250
    FRIENDS OF THE POMFRET PUBLIC LIBRARY
    449 POMFRET STREET
    POMFRET,CT06258     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GREATER WORCESTER COMMUNITY FOUNDATION
    370 MAIN STREET
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 2,500
    GREGORY P CALIMERIS MEMORIAL FUND INC
    PO BOX 603
    BOYLSTON,MA01505     		NOT RELATED PC EXEMPT PURPOSE 250
    HEYWOOD HEALTHCARE INC
    242 GREEN STREET
    GARDNER,MA01440     		NOT RELATED PC EXEMPT PURPOSE 8,000
    INTERFAITH SERVICES OF PUTNAM
    51-53 GROVE STREET
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 250
    LEOMINSTER HIGH SCHOOL MUSIC BOOSTERS INC
    PO BOX 1448
    LEOMINSTER,CT01453     		NOT RELATED PC EXEMPT PURPOSE 150
    LEOMINSTER LASSIE LEAGUE
    PO BOX 362
    LEOMINSTER,MA01453     		NOT RELATED PC EXEMPT PURPOSE 250
    LITTLE LEAGUE BASEBALL INC MILLBURY
    PO BOX 174
    MILLBURY,MA01527     		NOT RELATED PC EXEMPT PURPOSE 685
    MAKE A WISH MA & RI
    95A TURNPIKE RD
    WESTBOROUGH,MA01581     		NOT RELATED PC EXEMPT PURPOSE 1,800
    MILLBURY GIRLS SOFTBALL
    PO BOX 415
    MILLBURY,MA01527     		NOT RELATED PC EXEMPT PURPOSE 200
    NASHOBA YOUTH FOOTBALL CHEERING INC
    PO BOX 432
    BOLTON,MA01740     		NOT RELATED PC EXEMPT PURPOSE 500
    NATIONAL MULTIPLE SCLEOROSIS SOCIETY
    PO BOX 406
    MILLBURY,MA01527     		NOT RELATED PC EXEMPT PURPOSE 200
    NORTH CENTRAL MASSACHUSETTS DEVELOPMENT
    860 SOUTH STREET
    FITCHBURG,MA01420     		NOT RELATED PC EXEMPT PURPOSE 5,000
    NORTH STAR FAMILY SERVICES INC
    758 MAIN STREET
    LEOMINSTER,MA01453     		NOT RELATED PC EXEMPT PURPOSE 1,500
    NORTHEAST OPPORTUNITIES FOR WELLNESS INC
    PO BOX 206
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 500
    NORTHEASTERN CT ART GUILD INC
    19 BECKWITH STREET
    DANIELSON,CT06239     		NOT RELATED PC EXEMPT PURPOSE 100
    OLD STURBRIDGE VILLAGE
    1 OLD STURBRIDGE VILLAGE ROAD
    STURBRIDGE,MA01566     		NOT RELATED PC EXEMPT PURPOSE 7,500
    OPERA NEW ENGLAND OF NORTHWESTERN CT
    PO BOX 75
    POMFRET,CT06258     		NOT RELATED PC EXEMPT PURPOSE 250
    OXFORD LITTLE LEAGUE BASEBALL INC
    PO BOX 112
    OXFORD,MA01540     		NOT RELATED PC EXEMPT PURPOSE 500
    PAKACHOAG ACRES DAY CARE CENTER INC
    141 AUBURN STREET
    AUBURN,MA01501     		NOT RELATED PC EXEMPT PURPOSE 2,500
    PAWFECT LIFE RESCUE
    510 HARTFORD AVE WEST
    UXBRIDGE,MA01569     		NOT RELATED PC EXEMPT PURPOSE 300
    PERNET FAMILY HEALTH SERVICE
    237 MILLBURY STREET
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 1,500
    PINKHIPPY INC
    PO BOX 86
    QUINEGAUG,CT06262     		NOT RELATED PC EXEMPT PURPOSE 250
    PUTNAM LIONS CLUB FOUNDATION INC
    PO BOX 535
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 500
    PUTNAM LITTLE LEAGUE
    PO BOX 540
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 250
    QUINEBAUG VALLEY COMMUNITY COLLEGE FOUNDATION
    742 UPPER MAPLE STREET
    DANIELSON,CT06239     		NOT RELATED PC EXEMPT PURPOSE 5,000
    QUINEBAUG VALLEY COMMUNITY FOUNDATION
    742 UPPER MAPLE STREET
    DANIELSON,CT06239     		NOT RELATED PC EXEMPT PURPOSE 10,000
    SECOND CHANCE ANIMAL SERVICES
    20 FULLING MILL DRIVE
    CHARLTON,MA01507     		NOT RELATED PC EXEMPT PURPOSE 500
    ST JUDES CHILDREN'S RESEARCH HOSPITAL
    262 DANNY THOMAS PL
    MEMPHIS,TN38105     		NOT RELATED PC EXEMPT PURPOSE 1,000
    TANTASQUA MUSIC ASSOCIATION
    PO BOX 752
    STURBRIDGE,MA01566     		NOT RELATED PC EXEMPT PURPOSE 250
    THAYER FIELD FOUNDATION INC
    PO BOX 225
    LANCASTER,MA01523     		NOT RELATED PC EXEMPT PURPOSE 75
    THE LAST GREEN VALLEY INC
    203B MAIN ST
    DANIELSON,CT06239     		NOT RELATED PC EXEMPT PURPOSE 1,000
    THOMPON LITTLE LEAGUE
    PO BOX 501
    NORTH GROSVENORDALE,CT06255     		NOT RELATED PC EXEMPT PURPOSE 250
    THOMPSON ECUMENICAL EMPOWEMENT GROUP (TEEG)
    PO BOX 664
    NORTH GROSVENORDALE,CT06255     		NOT RELATED PC EXEMPT PURPOSE 1,000
    UMASS MEMORIAL HEALTHALLIANCE-CLINTON HOSPITAL
    60 HOSPITAL ROAD
    LEOMINSTER,MA01453     		NOT RELATED PC EXEMPT PURPOSE 2,500
    UNITED FUND OF WEBSTER & DUDLEY
    PO BOX 636
    WEBSTER,MA01570     		NOT RELATED PC EXEMPT PURPOSE 1,000
    UNITED SERVICES INC
    1007 NORTH MAIN STREET
    DAYVILLE,CT06241     		NOT RELATED PC EXEMPT PURPOSE 500
    UNITED WAY NORTH CENTRAL MASSACHUSETTS
    649 JOHN FITCH HIGHWAY
    FITCHBURG,MA01420     		NOT RELATED PC EXEMPT PURPOSE 2,000
    UNITED WAY OF CENTRAL MASSACHUSETTS
    484 MAIN STREET STE 300
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 3,500
    UNITED WAY OF SOUTHBRIDGE STURBRIDGE & CHARLTON
    176 MAIN STREET
    SOUTHBRIDGE,MA01550     		NOT RELATED PC EXEMPT PURPOSE 1,319
    VENTURE COMMUNITY SERVICES
    1 PICKER ROAD
    STURBRIDGE,MA01566     		NOT RELATED PC EXEMPT PURPOSE 500
    VETERANS INC
    69 GROVE ST
    WORCESTER,MA01606     		NOT RELATED PC EXEMPT PURPOSE 2,000
    WEBSTER LAKE ASSOCIATION INC
    4 RIDGEWOOD RD PO BOX 66
    WEBSTER,MA01570     		NOT RELATED PC EXEMPT PURPOSE 450
    WEBSTER MUSIC BOOSTERS
    PO BOX 13
    WEBSTER,MA01570     		NOT RELATED PC EXEMPT PURPOSE 250
    WEBSTER YOUTH SOCCER
    PO BOX 424
    WEBSTER,MA01570     		NOT RELATED PC EXEMPT PURPOSE 200
    WHY ME INC
    1152 PLEASANT ST
    WORCESTER,MA01606     		NOT RELATED PC EXEMPT PURPOSE 2,200
    WOODSTOCK ACADEMY
    57 ACADEMY RD
    WOODSTOCK,CT06281     		NOT RELATED PC EXEMPT PURPOSE 9,000
    WOODSTOCK LITTLE LEAGUE
    PO BOX 94
    WOODSTOCK,CT06281     		NOT RELATED PC EXEMPT PURPOSE 250
    WORCESTER COUNTY FOOD BANK INC
    474 BOSTON TURNPIKE
    SHREWSBURY,MA01545     		NOT RELATED PC EXEMPT PURPOSE 500
    WORCESTER INTERFAITH
    111 PARK AVENUE
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 500
    WORCESTER REGIONAL RESEARCH BUREAU INC
    500 SALISBURY STREET
    WORCESTER,MA01609     		NOT RELATED PC EXEMPT PURPOSE 2,000
    WORCESTER STATE UNIVERSITY FOUNDATION INC
    486 CHANDLER STREET
    WORCESTER,MA01602     		NOT RELATED PC EXEMPT PURPOSE 500
    WPTP JUNIOR FOOTBALL LEAGUE INC
    PO BOX 138
    PUTNAM,CT06260     		NOT RELATED PC EXEMPT PURPOSE 250
    YMCA OF PUTNAM
    50 STATE HOUSE SQUARE FLOOR 2
    HARTFORD,CT06103     		NOT RELATED PC EXEMPT PURPOSE 15,000
    YWCA OF CENTRAL MA
    ONE SALEM SQUARE
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 5,000
    Total .................................bullet 3a 137,854
    bApproved for future payment
    WEBSTER PUBLIC LIBRARY
    2 LAKE ST
    WEBSTER,MA01570     		NOT RELATED PC EXEMPT PURPOSE 75,000
    YWCA OF CENTRAL MA
    1 SALEM ST
    WORCESTER,MA01608     		NOT RELATED PC EXEMPT PURPOSE 10,000
    MILLBURY PARENT'S CLUB
    PO BOX 84
    MILLBURY,MA01527     		NOT RELATED PC EXEMPT PURPOSE 6,667
    ENTREPRENEURSHIP FOR ALL
    175 CABOT ST SUITE 100 WANNALACIT
    MILL
    LOWELL,MA01854     		NOT RELATED PC EXEMPT PURPOSE 5,000
    Total .................................bullet 3b 96,667
    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 11  
    4 Dividends and interest from securities....     14 29,918  
    5 Net rental income or (loss) from real estate:
    aDebt-financed property......          
    bNot debt-financed property.....          
    6 Net rental income or (loss) from personal property          
    7 Other investment income.....          
    8 Gain or (loss) from sales of assets other than
    inventory ............     		    18 29,035  
    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 58,964 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    58,964
    (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
    HOMETOWN BANK COMMUNITY FOUNDATION INC
     
    Employer identification number

    81-2018493
    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
    HOMETOWN BANK COMMUNITY FOUNDATION INC
          		Employer identification number
    81-2018493
    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
    HOMETOWN BANK
     
    31 SUTTON AVENUE
     
    OXFORD, MA01540

    		$ 90,000


    (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.)
    (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
    HOMETOWN BANK COMMUNITY FOUNDATION INC
          		Employer identification number

    81-2018493
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    HOMETOWN BANK COMMUNITY FOUNDATION INC
          		Employer identification number

    81-2018493
    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:
    HOMETOWN BANK COMMUNITY FOUNDATION INC
    EIN:
    81-2018493
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    WOLF & COMPANY, P.C. 2,600 0   2,600

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HOMETOWN BANK COMMUNITY FOUNDATION INC
    EIN:
    81-2018493
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITIES 904,441 904,441

    TY 2020 OtherDecreasesSchedule
    Name:
    HOMETOWN BANK COMMUNITY FOUNDATION INC
    EIN:
    81-2018493
    Description Amount
    CHANGE IN UNREALIZED GAIN/LOSS 40,388


    TY 2020 OtherExpensesSchedule
    Name:
    HOMETOWN BANK COMMUNITY FOUNDATION INC
    EIN:
    81-2018493
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    STATE FILING FEES 35 0   35