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
Alchemy Foundation
 
Number and street (or P.O. box number if mail is not delivered to street address)104 Lakeview Avenue
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Cambridge, MA02138
A Employer identification number

04-3541830
B Telephone number (see instructions)

(617) 731-6727
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$4,375,507J 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) 3,500
2 Check bullet.............
3 Interest on savings and temporary cash investments 523 523  
4 Dividends and interest from securities... 32,617 32,617  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 3,122,329
b Gross sales price for all assets on line 6a 7,190,962
7 Capital gain net income (from Part IV, line 2)... 3,122,329
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........ 3,158,969 3,155,469  
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 5,063 2,532   2,531
c Other professional fees (attach schedule).... Click to see attachment 14,976 14,976   0
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 1,184 684   500
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 21,223 18,192   3,031
25 Contributions, gifts, grants paid....... 1,988,766 1,987,766
26 Total expenses and disbursements. Add lines 24 and 25 2,009,989 18,192   1,990,797
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 1,148,980
b Net investment income (if negative, enter -0-) 3,137,277
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing.............      
2 Savings and temporary cash investments......... 186,902 2,120,398 2,120,398
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)....... 0 Click to see attachment2,255,109 2,255,109
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).......... 6,025,455 0 0
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) 6,212,357 4,375,507 4,375,507
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........ 7,289,899 7,289,899
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds -1,077,542 -2,914,392
29 Total net assets or fund balances (see instructions)..... 6,212,357 4,375,507
30 Total liabilities and net assets/fund balances (see instructions). 6,212,357 4,375,507
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
6,212,357
2
Enter amount from Part I, line 27a .....................
2
1,148,980
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
7,361,337
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
2,985,830
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
4,375,507
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 P    
b Publicly Traded Securities D    
c Capital Gains Dividends P    
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 2,123,401   1,975,902 147,499
b 5,067,560   2,092,731 2,974,829
c 1     1
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       147,499
b       2,974,829
c       1
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 3,122,329
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 43,608
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 43,608
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 43,608
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 2,457
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 2,457
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 41,151
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 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 ofbulletKyra Montagu Telephone no.bullet (617) 731-6727

    Located atbullet104 Lakeview AvenueCambridgeMA ZIP+4bullet02138
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
    Yes
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    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
    Jean Montagu Trustee (end 08/2020)
    1.00     		0 0 0
    104 Lakeview Avenue
    Cambridge,MA02138
    Kyra Montagu Trustee
    1.00     		0 0 0
    104 Lakeview Avenue
    Cambridge,MA02138
    Dominic D Montagu Trustee
    1.00     		0 0 0
    104 Lakeview Avenue
    Cambridge,MA02138
    Sasha A Montagu Trustee
    1.00     		0 0 0
    104 Lakeview Avenue
    Cambridge,MA02138
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    1,673,037
    b
    Average of monthly cash balances.......................
    1b
    2,989,076
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    4,662,113
    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
    4,662,113
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    69,932
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    4,592,181
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    229,609
    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
    229,609
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    43,608
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    43,608
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    186,001
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    186,001
    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
    186,001
    Part XII
    Qualifying Distributions (see instructions)
    1
    Amounts paid (including administrative expenses) to accomplish charitable, etc., purposes:
    a
    Expenses, contributions, gifts, etc.—total from Part I, column (d), line 26 ..........
    1a
    1,990,797
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    1,990,797
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
    0
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,990,797
    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 7 186,001
    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...... 731,910
    b From 2016...... 790,190
    c From 2017...... 737,374
    d From 2018...... 817,334
    e From 2019...... 921,166
    fTotal of lines 3a through e........ 3,997,974
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,990,797
    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..... 186,001
    e Remaining amount distributed out of corpus 1,804,796
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 5,802,770
    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) ...     		731,910
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		5,070,860
    10 Analysis of line 9:
    a Excess from 2016.... 790,190
    b Excess from 2017.... 737,374
    c Excess from 2018.... 817,334
    d Excess from 2019.... 921,166
    e Excess from 2020.... 1,804,796
    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).)
    Jean Montagu
    Kyra Montagu
    Dominic D Montagu
    Sasha A Montagu
    bList any managers of the foundation who own 10% or more of the stock of a corporation (or an equally large portion of the
    ownership of a partnership or other entity) of which the foundation has a 10% or greater interest.
    2Information Regarding Contribution, Grant, Gift, Loan, Scholarship, etc., Programs:
    Check here bullet
    aThe name, address, and telephone number or email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 11
    Part XV
    Supplementary Information (continued)
    3 Grants and Contributions Paid During the Year or Approved for Future Payment
    Recipient If recipient is an individual,
    show any relationship to
    any foundation manager
    or substantial contributor
    		 Foundation
    status of
    recipient     		Purpose of grant or
    contribution     		Amount
    Name and address (home or business)
    aPaid during the year
    AARP Foundation
    601 E Street NW Tax Department
    Washington,DC20049     		N/A PC General Support 15
    Accion
    10 Fawcett Street Suite 204
    Cambridge,MA02138     		N/A PC General Support 200
    Agassiz Baldwin Community A Cambridge Corporation
    20 Sacramento Street
    Cambridge,MA02138     		N/A PC Maud Morgan Art Center 500
    American Cancer Society Inc
    250 Williams Street NW Suite 400
    Atlanta,GA30303     		N/A PC General Support 100
    American Civil Liberties Union Foundation Inc
    125 Broad Street 18th Floor
    New York,NY10004     		N/A PC General Support 2,000
    American Civil Liberties Union Foundation of Massachusetts
    211 Congress Street
    Boston,MA021102410     		N/A PC General Support 10,000
    American Friends Service Committee
    1501 Cherry Street
    Philadelphia,PA19102     		N/A PC General Support 6,500
    American Immigration Council
    1331 G Street NW
    Washington,DC20005     		N/A PC General Support 1,500
    American Macular Degeneration Foundation Inc
    PO Box 515
    Northampton,MA010610515     		N/A PC General Support 100
    American Repertory Theater of Western New York Inc
    12 Patridge Run
    Buffalo,NY14228     		N/A PC General Support 10,000
    American Society for Clinical Investigation Inc
    2015 Manchester Road
    Ann Arbor,MI48104     		N/A PC Journal of Clinical Investigation 10,000
    Amnesty International USA Inc
    5 Penn Plaza Suite 16th Floor
    New York,NY10001     		N/A PC General Support 3,500
    Artists For Humanity Inc
    100 W 2nd Street
    Boston,MA021271112     		N/A PC General Support 500
    Ashoka - Innovators for the Public
    1700 North Moorse Street No 2000
    Arlington,VA22209     		N/A PC General Support 250
    Associates of the Boston Public Library
    700 Boylston Street
    Boston,MA021162813     		N/A PC General Support 450
    Asylum Access
    555 12th Street - 5th Floor
    Oakland,CA94607     		N/A PC General Support 500
    Bard College
    Campus Road PO Box 5000
    AnnandaleOnHudson,NY12504     		N/A PC Longy School of Music 1,000
    Beacon Academy Inc
    477 Longwood Avenue
    Boston,MA022155327     		N/A PC General Support 10,000
    Boston Arts Academy Foundation Inc
    45 Temple Place 4th Floor
    Boston,MA021111305     		N/A PC General Support 5,000
    Boston Book Festival Inc
    32R Essex Street
    Cambridge,MA021392646     		N/A PC General Support 100
    Boston Children's Chorus Inc
    20 Old Colony Avenue
    Boston,MA02127     		N/A PC General Support 100
    Boston Health Care for the Homeless Program Inc
    780 Albany Street
    Boston,MA021182755     		N/A PC General Support 500
    Boston Landmarks Orchestra Inc
    545 Concord Avenue No 318
    Cambridge,MA02138     		N/A PC General Support 1,000
    Boston Medical Center Corporation
    85 E Concord Street Room 2212
    Boston,MA021182335     		N/A PC General Support 2,075
    Boston Philharmonic Orchestra Corporation
    236 Huntington Avenue Suite 209
    Boston,MA021154701     		N/A PC General Support 500
    Boston Rescue Mission Inc
    PO Box 120069
    Boston,MA021120069     		N/A PC General Support 200
    Boston Symphony Orchestra Inc
    301 Massachusetts Avenue
    Boston,MA02115     		N/A PC General Support 25,000
    Brigham & Women's Hospital Inc
    75 Francis Street
    Boston,MA02115     		N/A PC General Support 2,500
    Brookline Community Mental Health Center Inc
    41 Garrison Road
    Brookline,MA024454445     		N/A PC General Support 250
    Cambridge Center For Adult Education
    42 Brattle Street
    Cambridge,MA021383712     		N/A PC General Support 11,250
    Cambridge Community Foundation
    99 Bishop Allen Drive
    Cambridge,MA021393428     		N/A PC General Support 12,000
    Cambridge Homes
    360 Mt Auburn Street
    Cambridge,MA02138     		N/A EOF General Support 350
    Cambridge Neighbors (aka Cambridge at Home Inc)
    545 Concord Avenue No 104
    Cambridge,MA02138     		N/A PC General Support 500
    Cambridge Public Library Foundation
    449 Broadway
    Cambridge,MA021384125     		N/A PC General Support 1,000
    Career Collaborative Inc
    100 Summer Street 17th Floor
    Boston,MA021102106     		N/A PC General Support 250
    Celebrity Series of Boston
    20 Park Plaza
    Boston,MA021164303     		N/A PC General Support 100
    Central Square Theater Inc
    450 Massachusetts Avenue
    Cambridge,MA02139     		N/A PC General Support 1,500
    Ceres Inc
    99 Chauncy Street 6th Floor
    Boston,MA021111703     		N/A PC General Support 1,000
    Charles River Conservancy Inc
    43 Thorndike Street
    Cambridge,MA021411764     		N/A PC General Support 1,500
    Charles River Watershed Association Inc
    190 Park Road
    Weston,MA02493     		N/A PC General Support 200
    Children's Defense Fund
    25 E Street NW
    Washington,DC20001     		N/A PC General Support 500
    City Sprouts Inc
    PO Box 31593
    Omaha,NE68131     		N/A PC General Support 100
    Clean Water Fund
    1444 Eye Street NW No 400
    Washington,DC20005     		N/A PC General Support 100
    Commonwealth Shakespeare Company Inc
    101 Arch Street
    Boston,MA02110     		N/A PC General Support 100
    Community Cooks
    337 Somerville Avenue
    Somerville,MA021432914     		N/A PC General Support 500
    Company One Inc
    539 Tremont Street 202
    Boston,MA021166306     		N/A PC Company One Theatre 100
    Conservation Law Foundation Inc
    62 Summer Street
    Boston,MA021101008     		N/A PC General Support 150
    Conservatory Lab Charter School Foundation Inc
    2120 Dorchester Avenue
    Dorchester,MA021245617     		N/A PC General Support 5,000
    Cooperative for Assistance and Relief Everywhere Inc
    151 Ellis Street NE
    Atlanta,GA303022440     		N/A PC General Support 500
    Dana-Farber Cancer Institute
    450 Brookline Avenue
    Boston,MA022155418     		N/A PC General Support 5,000
    Discalced Inc
    3 LaFayette Avenue
    Brooklyn,NY11217     		N/A PC Mark Morris Dance Group 250
    Emerald Necklace Conservancy Inc
    125 The Fenway
    Boston,MA021153700     		N/A PC General Support 250
    Facing History and Ourselves Inc
    16 Hurd Road
    Brookline,MA024456919     		N/A PC General Support 1,000
    Family Nurturing Center of Massachusetts Inc
    200 Bowdoin Street
    Dorchester,MA021221819     		N/A PC General Support 500
    FamilyAid Boston
    3815 Washington Street
    Boston,MA02130     		N/A PC The Family-to-Family Project 500
    FINCA International Inc
    1201 15th Street NW 8th Floor
    Washington,DC20005     		N/A PC General Support 500
    First Literacy Inc
    160 Boylston Street
    Boston,MA021164620     		N/A PC General Support 250
    Fitchburg Art Museum
    185 Elm Street
    Fitchburg,MA014207503     		N/A PC General Support 250
    Food Project Inc
    10 Lewis Street
    Lincoln,MA017733816     		N/A PC General Support 500
    Friends Of Boston Homeless
    12 Broadway
    Beverly,MA019154418     		N/A PC General Support 500
    Friends of Cambridge Rindge and Latin School
    459 Broadway
    Cambridge,MA021384125     		N/A PC General Support 100
    Friends of Mount Auburn Cemetery
    580 Mount Auburn Street
    Cambridge,MA021385517     		N/A PC General Support 10,000
    Friends of the Bishop Strachan School Inc
    298 Lonsdale Road
    Toronto,OntarioM4V 1X2
    CA     		N/A PC General Support 200
    Friends of the Cornell Lab of Ornithology Inc
    C/O PH Bartels 289 Greenwich Avenue
    Greenwich,CT06830     		N/A PC General Support 500
    Friends of the Earth
    1101 15th Street NW No 1100
    Washington,DC20005     		N/A PC General Support 100
    Friends of the World Food Program Inc
    1725 I Street NW
    Washington,DC20006     		N/A PC General Support 500
    Fuller Craft Museum Inc
    455 Oak Street
    Brockton,MA023011340     		N/A PC General Support 250
    Garden of Peace Inc (aka Garden of Peace Project)
    PO Box 22663
    Newport News,VA23602     		N/A PC General Support 100
    Girls Incorporated
    120 Wall Street
    New York,NY10005     		N/A PC General Support 250
    Global Arts Live (formerly World Music)
    720 Massachusetts Avenue
    Cambridge,MA02139     		N/A PC General Support 300
    Guttmacher Institute
    125 Maiden Lane 10th Floor
    New York,NY10038     		N/A PC General Support 250
    Habitat For Humanity International Inc
    322 W Lamar Street
    Americus,GA31709     		N/A PC General Support 250
    Hammer Museum
    PO Box 702
    Haines,AK99827     		N/A PC General Support 500
    Haymarket People's Fund Inc
    42 Seaverns Avenue
    Boston,MA021302884     		N/A PC General Support 250
    Hearth Inc
    1640 Washington Street
    Boston,MA021183380     		N/A PC General Support 250
    Heifer Project International Inc
    1 World Avenue
    Little Rock,AR722022863     		N/A PC General Support 500
    HIAS Inc
    1300 Spring Street Suite 500
    Silver Spring,MD20910     		N/A PC General Support 500
    Horizons for Homeless Children Inc
    1705 Columbus Avenue
    Roxbury,MA021191039     		N/A PC General Support 250
    Human Rights Watch
    350 Fifth Avenue 34th Floor
    New York,NY101183299     		N/A PC General Support 7,000
    Huntington Theatre Co Inc
    264 Huntington Avenue
    Boston,MA02115     		N/A PC General Support 5,000
    Indian Hill Music Inc
    PO Box 1484
    Littleton,MA01460     		N/A PC General Support 250
    Institute of Contemporary Art (dba ICA Boston)
    25 Harbor Shore Drive
    Boston,MA02210     		N/A PC General Support 3,500
    International Institute Of New England
    2 Boylston Street Suite 3
    Boston,MA021164737     		N/A PC General Support 2,500
    International Physicians for Prevention of Nuclear War
    339 Pleasant Street 3rd Floor
    Malden,MA02148     		N/A PC General Support 1,000
    International Planned Parenthood Federation - Worldwide Inc
    2001 L Street NW Front 2
    Washington,DC200364990     		N/A PC General Support 500
    International Refugee Assistance Project Inc (dba IRAP)
    One Battery Park Plaza No 4th Floor
    New York,NY10004     		N/A PC General Support 7,500
    International Rescue Committee Inc
    122 East 42nd Street
    New York,NY10168     		N/A PC General Support 10,000
    Isabella Stewart Gardner Museum
    25 Evans Way
    Boston,MA02115     		N/A PC General Support 6,000
    Justice Resource Institute Inc
    160 Gould Street Suite 300
    Needham,MA024942300     		N/A PC My Life My Choice 500
    KickStart-International Inc
    1385 Mission Street No 300
    San Francisco,CA94103     		N/A PC General Support 10,000
    League of Women Voters Lotte E Scharfman Memorial Fund
    90 Canal Street No 414
    Boston,MA02114     		N/A PC General Support 100
    Lorelei Ensemble Inc
    PO Box 380530
    Cambridge,MA022380530     		N/A PC General Support 200
    Madoo Conservancy Inc
    PO Box 362
    Sagaponack,NY11962     		N/A PC General Support 500
    Massachusetts Audubon Society Inc
    208 S Great Road
    Lincoln,MA017734816     		N/A PC General Support 200
    Massachusetts Bail Fund Inc
    2161 Massachusetts Avenue
    Cambridge,MA021401336     		N/A PC General Support 250
    Massachusetts Coalition for the Homeless Inc
    73 Buffum Street
    Lynn,MA019023965     		N/A PC General Support 250
    Massachusetts College of Art and Design Foundation Inc
    621 Huntington Avenue
    Boston,MA02115     		N/A PC $3,500 for the MassArt Foundation; $500 for the Art Museum 4,000
    Massachusetts Housing and Shelter Alliance Inc
    7 Bulfinch Place
    Boston,MA021142900     		N/A PC General Support 250
    Massachusetts Institute of Technology
    77 Massachusetts Avenue NE49-3142
    Cambridge,MA021394307     		N/A PC General Support 1,000
    Massachusetts Museum of Contemporary Art Foundation Inc
    1040 Mass MoCA Way
    North Adams,MA02147     		N/A PC General Support 100
    Massachusetts Project 351 Inc
    50 Congress Street Suite 744
    Boston,MA021094038     		N/A PC General Support 351
    Massachusetts Society for the Prevention of Curelty to Children
    125 Hartwell Avenue
    Lexington,MA02421     		N/A PC A Division of Eliot Community Human Services 500
    Max Warburg Courage Curriculum Inc
    263 Huntington Avenue Box 366
    Boston,MA021154506     		N/A PC General Support 500
    Meals on Wheels America
    1550 Crystal Drive No 1004
    Arlington,VA22202     		N/A PC General Support 250
    Medecins Sans Frontieres USA Inc (dba Doctors Without Borders USA Inc)
    40 Rector Street 16th Floor
    New York,NY10006     		N/A PC General Support 20,000
    Mercy Corps
    45 SW Ankeny Street
    Portland,OR97204     		N/A PC General Support 1,000
    Metrics for Management
    823 Mendocino Avenue
    Berkeley,CA94707     		N/A PC General Support 1,500,000
    MIRA Coalition
    105 Chauncy Street Suite 901
    Boston,MA021111757     		N/A PC General Support 13,500
    Mistral Music Inc
    154 Main Street
    Andover,MA018104142     		N/A PC General Support 500
    Mothers Against Drunk Driving (aka MADD)
    511 E John Carpenter Freeway Suite
    700
    Irving,TX75062     		N/A PC General Support 100
    Museum of Fine Arts
    465 Huntington Avenue
    Boston,MA02115     		N/A PC General Support 10,000
    Museum of Science
    1 Science Park
    Boston,MA021141000     		N/A PC General Support 2,000
    NAMI Inc (National Alliance on Mental Illness)
    3803 North Fairfax Drive No 100
    Arlington,VA222035860     		N/A PC General Support 300
    National Arbor Day Foundation (dba Arbor Day Foundation)
    211 N 12 Street Suite 501
    Lincoln,NE685081411     		N/A PC General Support 50
    National Association for the Advancement of Colored People
    4805 Mount Hope Drive
    Baltimore,MD21218     		N/A PC NAACP Empowerment Programs 100
    National Parks Conservation Association (aka NPCA)
    777 6th Street NW No 700
    Washington,DC20001     		N/A PC General Support 100
    National Trust For Historic Preservation in the US
    2600 Virginia Avenue NW Suite 1100
    Washington,DC20037     		N/A PC General Support 200
    Natural Resources Defense Council Inc (aka NRDC)
    40 West 20th Street
    New York,NY10011     		N/A PC General Support 2,500
    Nature Conservancy Inc
    4245 Fairfax Drive
    Arlington,VA222031606     		N/A PC General Support 250
    New England Conservatory of Music
    290 Huntington Avenue
    Boston,MA02115     		N/A PC General Support 2,500
    New England International Donors
    c/o The Yard
    Boston,MA021160000     		N/A PC General Support 3,700
    On The Rise Inc
    341 Broadway
    Cambridge,MA021391803     		N/A PC General Support 1,000
    Opus 118 Music Center
    129 West 67th Street
    New York,NY10023     		N/A PC General Support 125
    Oxfam-America Inc
    226 Causeway Street 5th Floor
    Boston,MA021142155     		N/A PC General Support 1,000
    Partners Healthcare System Inc
    399 Revolution Drive Suite 645
    Somerville,MA021451444     		N/A PC $100 for Massachusetts Eye and Ear Association 100
    Partners in Health a Non-Profit Corporation
    800 Boylston Street Suite 300
    Boston,MA021997032     		N/A PC General Support 5,000
    Pathfinder International
    9 Galen Street
    Watertown,MA024724515     		N/A PC General Support 2,500
    Peabody Essex Museum
    East India Square
    Salem,MA019703783     		N/A PC General Support 350
    Perkins School for the Blind
    175 North Beacon Street
    Watertown,MA024722751     		N/A PC General Support 10,000
    Peterborough Players Inc
    PO Box 118
    Peterborough,NH03458     		N/A PC General Support 350
    Physicians For Human Rights Inc
    256 West 38th Street 9th Floor
    New York,NY10018     		N/A PC General Support 10,000
    Pine Steet Inn
    434 Harrison Avenue
    Boston,MA021182404     		N/A PC General Support 1,000
    Planned Parenthood Federation of America
    123 William Street 10th Floor
    New York,NY10038     		N/A PC General Support 5,000
    Planned Parenthood League of Massachusetts Inc
    1055 Commonwealth Avenue
    Boston,MA022151001     		N/A PC General Support 25,000
    Ploughshares Fund
    315 Bay Street 4th Floor
    San Francisco,CA94133     		N/A PC General Support 500
    Population Connection
    2120 L Street NW
    Washington,DC200371534     		N/A PC General Support 1,000
    President and Fellows of Harvard College
    1033 Massachusetts Avenue 3rd Floor
    Cambridge,MA02138     		N/A PC $5,000 for University Art Museums; $250 for the Harvard College Fund; $500 for the Radcliffe Institute 5,750
    Primary Source
    101 Walnut Street
    Watertown,MA024724054     		N/A PC General Support 500
    Project Bread - The Walk for Hunger Inc
    145 Border Street
    East Boston,MA021281903     		N/A PC General Support 200
    Project STEP Inc Symphony Hall
    301 Massachusetts Avenue
    Boston,MA021154557     		N/A PC General Support 250
    Proprietors of the Boston Athenaeum
    10 Beacon Street 12
    Boston,MA021083764     		N/A PC General Support 1,000
    Raw Art Works
    37 Central Square
    Lynn,MA019011379     		N/A PC General Support 500
    Reel Fathers Ltd
    6 Torneo Court
    Santa Fe,NM87508     		N/A PC General Support 100
    RefugePoint Inc
    689 Massachusetts Avenue 2nd Floor
    Cambridge,MA021393302     		N/A PC Mapendo International 40,000
    Reprieve US
    PO Box 792325
    New Orleans,LA701792325     		N/A PC General Support 100
    Riverside Community Care Inc
    270 Bridge Street Suite 301
    Dedham,MA020261798     		N/A PC General Support 500
    Rogerson Communities
    1 Florence Street
    Boston,MA021313638     		N/A PC General Support 1,000
    Rose Fitzgerald Kennedy Greenway Conservancy Inc
    185 Kneeland Street
    Boston,MA02111     		N/A PC General Support 250
    Rosie's Place
    889 Harrison Avenue
    Boston,MA021184004     		N/A PC General Support 1,500
    Save the Children Federation
    501 Kings Highway East Suite 400
    Fairfield,CT06825     		N/A PC General Support 10,000
    Sierra Club Foundation
    2101 Webster Street No 1250
    Oakland,CA94612     		N/A PC General Support 100
    Simmons University
    300 The Fenway
    Boston,MA021155820     		N/A PC General Support 1,000
    Smithsonian Institution
    1000 Jefferson Drive SW
    Washington,DC20560     		N/A PC National Museum of African American History 100
    Social Good Fund Inc
    12651 San Pablo Avenue
    Richmond,CA94805     		N/A PC General Support 1,200
    Solutions At Work Inc
    1151 Massachusetts Avenue
    Cambridge,MA021385201     		N/A PC General Support 100
    Somerville-Cambridge Elder Services Incorporated
    61 Medford Street Suite 2
    Somerville,MA021433422     		N/A PC General Support 250
    South End Community Health Center Inc
    1601 Washington Street
    Boston,MA021181951     		N/A PC General Support 100
    Southern Poverty Law Center Inc
    PO Box 548
    Montgomery,AL36104     		N/A PC General Support 250
    St Botolph Club Foundation
    199 Commonwealth Avenue
    Boston,MA02116     		N/A PC General Support 350
    Storycorps Inc
    80 Hanson Place 2nd Floor
    Brooklyn,NY11217     		N/A PC General Support 100
    The Arnold Arboretum Committee Inc
    6 Hopkins Road
    Jamaica Plain,MA021303441     		N/A PC Arnold Arboretum of Harvard University 500
    The Boston Foundation
    75 Arlington Street
    Boston,MA021163936     		N/A PC General Support 500
    The Carter Center for Children Inc
    800 Highland Avenue
    Needham Heights,MA024941607     		N/A PC General Support 250
    The Center for Independent Documentary
    1300 Soldiers Field Road 5
    Boston,MA02135     		N/A PC Community Supported Film 100
    The Center for Victims of Torture
    2356 University Avenue West Suite
    430
    St Paul,MN551141860     		N/A PC General Support 250
    The Children's Museum (aka The Boston Children's Museum)
    308 Congress Street
    Boston,MA022101016     		N/A PC General Support 25,000
    The Frick Collection
    1 East 70th Street
    New York,NY10021     		N/A PC General Support 100
    The Garden Conservancy Inc
    PO Box 608
    Garrison,NY10524     		N/A PC General Support 100
    The Greater Boston Food Bank Inc
    70 S Bay Avenue
    Boston,MA021182704     		N/A PC General Support 5,000
    The Home for Little Wanderers Inc
    10 Guest Street Suite 3
    Boston,MA021352066     		N/A PC General Support 200
    The MacDowell Colony Inc
    100 High Street
    Peterborough,NH03458     		N/A PC General Support 1,000
    The Metropolitan Museum of Art
    1000 Fifth Avenue
    New York,NY100280198     		N/A PC General Support 250
    The Neighborhood House Charter School Inc
    21 Queen Street
    Dorchester,MA021222509     		N/A PC General Support 2,500
    The Society of Arts and Crafts
    1973 Dorchester Avenue Apartment
    6013
    Boston,MA021243878     		N/A PC General Support 250
    The Trustees of Reservations
    200 High Street 4th Floor
    Boston,MA02110     		N/A PC General Support 3,000
    Trustees of Boston University
    881 Commonwealth Avenue 4th Floor
    Boston,MA022151390     		N/A PC WBUR 3,500
    Trustees of King's Chapel
    64 Beacon Street
    Boston,MA021083531     		N/A PC Concert series 100
    Trustees of Phillips Academy
    180 Main Street
    Andover,MA018104161     		N/A PC Addison Gallery of American Art 100
    Trustees of Tufts College (dba Tufts University)
    169 Holland Street Attn Tax
    Department
    Somerville,MA02144     		N/A PC School of the Museum of Fine Arts 1,000
    Union of Concerned Scientists (UCS)
    2 Brattle Square Suite 6
    Cambridge,MA021383756     		N/A PC General Support 250
    United States Association for UNHCR
    1310 L Street NW No 450
    Washington,DC20005     		N/A PC General Support 15,000
    United States Fund for UNICEF (dba UNICEF USA)
    125 Maiden Lane 10th Floor
    New York,NY10038     		N/A PC General Support 15,000
    Wade Institute for Science Education Inc
    1354 Hancock Street Suite 302
    Quincy,MA021695109     		N/A PC General Support 100
    Waterkeeper Alliance
    180 Maiden Lane Suite 603
    New York,NY10038     		N/A PC General Support 50
    WGBH Educational Foundation
    One Guest Street
    Boston,MA02135     		N/A PC General Support 10,000
    Women's Institute for Housing and Economic Development Inc
    101 Federal Street Suite 1900
    Boston,MA021101861     		N/A PC General Support 200
    Womens Action for New Directions Education Fund Inc
    810 7th Street NE
    Washington,DC20002     		N/A PC General Support 500
    Young Audiences of Massachusetts Inc
    89 South Street Suite 603
    Boston,MA021112746     		N/A PC General Support 250
    Total .................................bullet 3a 1,987,766
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 523  
    4 Dividends and interest from securities....     14 32,617  
    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 3,122,329  
    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 3,155,469 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    3,155,469
    (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

    TY 2020 AccountingFeesSchedule
    Name:
    Alchemy Foundation
    EIN:
    04-3541830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Accounting Fees 3,500 1,750   1,750
    Bookkeeping Fees 1,563 782   781

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    Alchemy Foundation
    EIN:
    04-3541830
    Name of Stock End of Year Book Value End of Year Fair Market Value
    61363.509 shs VFTAX 2,255,109 2,255,109

    TY 2020 OtherDecreasesSchedule
    Name:
    Alchemy Foundation
    EIN:
    04-3541830
    Description Amount
    Unrealized Loss on Investments 123,408
    Book Value Adjustment for Sales of Donated Securities 2,862,422


    TY 2020 OtherExpensesSchedule
    Name:
    Alchemy Foundation
    EIN:
    04-3541830
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Bank Charges 346 346   0
    State Filing Fees 500 0   500
    Office Supplies 338 338   0


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    Alchemy Foundation
    EIN:
    04-3541830
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Investment Management Fees 14,976 14,976   0