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
The Elizabeth B and Arthur E Roswell
Foundation Inc
Number and street (or P.O. box number if mail is not delivered to street address)co AFS One South Street No 2950
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
Baltimore, MD21202
A Employer identification number

52-1490498
B Telephone number (see instructions)

(410) 347-7201
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$19,871,729J 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) 250,485
2 Check bullet.............
3 Interest on savings and temporary cash investments 88 88  
4 Dividends and interest from securities... 400,753 400,753  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 510,925
b Gross sales price for all assets on line 6a 1,287,699
7 Capital gain net income (from Part IV, line 2)... 510,925
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........ 1,162,251 911,766  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages...... 55,201 0   55,201
15 Pension plans, employee benefits....... 12,216 0   12,216
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 45,000 13,500   31,500
c Other professional fees (attach schedule).... Click to see attachment 3,004 3,004   0
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 16,638 8,638   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 4,978 0   4,978
21 Travel, conferences, and meetings....... 2,332 0   2,332
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,587 0   1,587
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 140,956 25,142   107,814
25 Contributions, gifts, grants paid....... 1,199,206 1,199,206
26 Total expenses and disbursements. Add lines 24 and 25 1,340,162 25,142   1,307,020
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -177,911
b Net investment income (if negative, enter -0-) 886,624
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......... 3,261,083 1,103,285 1,103,285
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) 64,419 Click to see attachment25,765 25,699
b Investments—corporate stock (attach schedule)....... 10,754,979 Click to see attachment11,691,136 16,100,598
c Investments—corporate bonds (attach schedule)....... 1,110,763 Click to see attachment1,188,806 1,124,485
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) Click to see attachment762,966 Click to see attachment1,517,662 Click to see attachment1,517,662
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 15,954,210 15,526,654 19,871,729
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 15,954,210 15,526,654
29 Total net assets or fund balances (see instructions)..... 15,954,210 15,526,654
30 Total liabilities and net assets/fund balances (see instructions). 15,954,210 15,526,654
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
15,954,210
2
Enter amount from Part I, line 27a .....................
2
-177,911
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
15,776,299
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
249,645
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
15,526,654
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 6,475 shares of BP stock   2020-01-09 2020-01-16
b Bank of America Corp Medium Term 2.5% P 2019-11-27 2020-11-12
c 1,225 shares of ishares core S&P500 ETF P 2020-03-13 2020-12-21
d Akron OH bond P 2017-08-03 2020-06-01
e Anheuser Busch bond P 2014-11-19 2020-09-17
General Electric Cap Corp bond P 2017-05-03 2020-04-20
4,200 shares of ishares MSCI EAFE Index P 2016-03-23 2020-12-21
Michigan Muni bond P 2015-11-18 2020-05-11
Norfolk Southern Co note P 2013-08-28 2020-06-15
Capital Gains Dividends P    
(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 251,296   840 250,456
b 25,000   25,026 -26
c 452,505   317,327 135,178
d 35,000   38,731 -3,731
e 33,254   31,187 2,067
36,532   40,760 -4,228
301,112   248,267 52,845
24,687   25,688 -1,001
35,000   48,948 -13,948
93,313     93,313
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       250,456
b       -26
c       135,178
d       -3,731
e       2,067
      -4,228
      52,845
      -1,001
      -13,948
      93,313
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 2 510,925
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 12,324
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 12,324
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 12,324
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 13,391
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 5,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 18,391
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 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 6,067
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet6,067 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 changesClick to see attachment....
3
Yes
 
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)
    bulletMD
    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 ofbulletJennifer L Bove CPA Telephone no.bullet (410) 347-7205

    Located atbulletOne South Street Ste 2950BaltimoreMD ZIP+4bullet21202
    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
     
    No
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    Elizabeth B Roswell Chairman of the Board/Trus
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Arthur E Roswell President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Robert A Roswell Vice President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Majorie B Roswell Vice President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Judith R Weinstein Vice President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Barbara S Roswell Vice President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Kenneth B Weinstein Vice President/Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    baltimore,MD21202
    Jill R Robinson Secretary
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Anne A Patterson Assistant Secretary
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Anne A Patterson Treasurer
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Sandra L Glock Assistant Treasurer
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    David I Roswell Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    Michael E Roswell Trustee
    0.00     		0 0 0
    c/o AFS One South Street
    Baltimore,MD21202
    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 Calvert Impact Capital Community Investment - a loan to finance intermediaries and funds that are investing in communities left out of traditional capital markets. 375,000
    2 Reinvestment Fund Promissory Note - a loan to provide financing to build wealth and opportunity for low-wealth communities and low-and-moderate-income individuals. 375,000
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet750,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    15,459,317
    b
    Average of monthly cash balances.......................
    1b
    1,407,481
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    16,866,798
    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
    16,866,798
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    253,002
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    16,613,796
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    830,690
    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
    830,690
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    12,324
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    12,324
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    818,366
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    818,366
    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
    818,366
    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
    1,307,020
    b
    Program-related investments—total from Part IX-B..................
    1b
    750,000
    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
    2,057,020
    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
    2,057,020
    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 7 818,366
    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...... 80,307
    b From 2016...... 29,354
    c From 2017...... 110,839
    d From 2018...... 102,318
    e From 2019...... 871,071
    fTotal of lines 3a through e........ 1,193,889
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 2,057,020
    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..... 818,366
    e Remaining amount distributed out of corpus 1,238,654
    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 2,432,543
    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) ...     		80,307
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		2,352,236
    10 Analysis of line 9:
    a Excess from 2016.... 29,354
    b Excess from 2017.... 110,839
    c Excess from 2018.... 102,318
    d Excess from 2019.... 871,071
    e Excess from 2020.... 1,238,654
    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:
    Ms Betsy Ringel
    BPG One South St Ste 2900
    Baltimore,MD212023334
    (410) 347-7201
    bThe form in which applications should be submitted and information and materials they should include:
    Letter
    cAny submission deadlines:
    None
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    This organization does not make gifts or grants to individuals.
    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
    Baltimore Green Map
    PO Box 16244
    Baltimore,MD212100244     		  501(c)(3) general support 5,000
    Baltimore Green Space
    1212 North Wolfe Street
    Baltimore,MD212133303     		  501(c)(3) general support 15,000
    Baltimore Orchard Project
    PO Box 38523
    Baltimore,MD21231     		  501(c)(3) general support 4,000
    Baltimore Tree Trust Inc
    PO Box 26202
    Baltimore,MD212100102     		  501(c)(3) general support 5,000
    Bike Maryland
    1415 Bush Street
    Baltimore,MD21230     		  501(c)(3) general support 5,000
    Bikemore
    2209 Maryland Avenue
    Baltimore,MD212185627     		  501(c)(3) general support 8,000
    Black Youth Project 100
    PO Box 15254
    Chicago,IL60615     		  501(c)(3) general support 5,000
    Blue Water Baltimore
    2631 Sisson Street
    Baltimore,MD212113119     		  501(c)(3) general support 10,000
    Brain & Behavior Research Foundation
    747 Third Avenue 33rd Floor
    New York,NY10017     		  501(c)(3) support for research in the treatment of schizophrenia 5,000
    Brown Memorial Tutoring Program
    1316 Park Avenue
    Baltimore,MD21217     		  501(c)(3) general support 2,500
    Cancer Support Community Central New Jersey
    3 Crossroads Drive
    Bedminster,NJ079212614     		  501(c)(3) general support 2,500
    CASA de Maryland Inc
    8151 15th Avenue
    Langley Park,MD20783     		  501(c)(3) support to promote voter participation in Pennsylvania 40,000
    CeaseFire Pennsylvania Education Fund
    PO Box 60095
    Philadelphia,PA191023403     		  501(c)(3) general support 5,000
    The Center for Popular Democracy
    449 Troutman Street Suite A
    Brooklyn,NY112372790     		  501(c)(3) general support for Maryland Communities United 4,000
    Center for Urban Families Inc
    2201 North Monroe Street
    Baltimore,MD212171321     		  501(c)(3) general support 2,500
    Chesapeake Climate Action Network
    6930 Carroll Avenue Suite 720
    Takoma Park,MD209124499     		  501(c)(3) general support 7,500
    Civic Nation
    PO Box 34673 1400 L Street NW
    Washington,DC200052621     		  501(c)(3) support for voter participation and engagement efforts with high school students 25,000
    Clean Water Fund
    1444 Eye Street NW Suite 400
    Washington,DC200056538     		  501(c)(3) general support 10,000
    Commonwealth Youthchoirs
    35 West Chelten Avenue
    Philadelphia,PA191442701     		  501(c)(3) general support 2,500
    Corporate Accountability International
    10 Milk Street Suite 610
    Boston,MA021084600     		  501(c)(3) general support 5,000
    Democracy Now
    PO Box 1838
    New York,NY10113     		  501(c)(3) general support 7,500
    Earth Quaker Action Team
    4510 Kingsessing Avenue
    Philadelphia,PA191433713     		  501(c)(3) general support 20,000
    Electronic Frontier Foundation
    815 Eddy Street
    San Francisco,CA941097701     		  501(c)(3) general support 15,000
    Environmental Defense Fund
    257 Park Avenue South
    New York,NY100107304     		  501(c)(3) support for the Clean Air for Baltimore project 17,500
    Environmental Grantmakers Association
    475 Riverside Drive Suite 960
    New York,NY101150066     		  501(c)(3) membership support for 2021 3,706
    Face to Face
    123 East Price Street
    Philadelphia,PA191442145     		  501(c)(3) general support 10,000
    Fairmount Park Conservancy
    4700 States Drive
    Philadelphia,PA19131     		  501(c)(3) general support 5,000
    Food Bank Network of Somerset County Inc
    PO Box 149
    Bound Brook,NJ088050149     		  501(c)(3) general support 7,500
    Food Moxie
    559 Carpenter Lane
    Philadelphia,PA191193402     		  501(c)(3) general support 2,500
    Friends of the Wissahickon
    40 West Evergreen Avenue Suite 108
    Philadelphia,PA191183324     		  501(c)(3) general support 2,500
    Fulphil
    3675 Market Street
    Philadelphia,PA19104     		  501(c)(3) general support 5,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877     		  501(c)(3) general support 8,000
    Fusion Partnerships Inc
    1601 Guilford Avenue 2 South
    Baltimore,MD212022877     		  501(c)(3) general support for Whitelock Community Farm 2,500
    Genesis at the Crossroads
    PO Box 14781
    Chicago,IL60614     		  501(c)(3) general support 4,000
    Germantown United Community Development Corporation
    5320 Germantown Avenue
    Philadelphia,PA19144     		  501(c)(3) general support and support for the Fund for Germantown 11,000
    Global Greengrants Fund
    2840 Wilderness Place Suite A
    Boulder,CO803015414     		  501(c)(3) general support 10,000
    Goucher College
    1021 Dulaney Valley Road
    Baltimore,MD212042794     		  501(c)(3) support for the Goucher Prison Education Partnership 15,000
    Habitat for Humanity Philadelphia
    1829 North 19th Street
    Philadelphia,PA191212205     		  501(c)(3) general support 10,000
    HomeSharing of Somerset County
    120 Finderne Avenue
    Bridgewater,NJ088073670     		  501(c)(3) general support 6,000
    Information Technology Disaster Resource Center
    PO Box 79146
    Fort Worth,TX761790146     		  501(c)(3) general support 10,000
    Inn Dwelling
    109 East Price Street
    Philadelphia,PA191442145     		  501(c)(3) general support 5,000
    Interfaith Hospitality Network of Somerset County Inc
    98 West End Avenue
    Somerville,NJ088760575     		  501(c)(3) general support 4,000
    Irvine Natural Science Center
    11201 Garrison Forrest Road
    Owings Mills,MD211172943     		  501(c)(3) general support 2,500
    It Takes Philly
    419 Johnson Street
    Jenkintown,PA190462705     		  501(c)(3) support for the Black Doctors Consortium 5,000
    League of Conservation Voters Education Fund
    740 15th Street NW Suite 700
    Washington,DC20005     		  501(c)(3) general support 5,000
    Legal Assistance of Western New York
    361 South Main Street
    Geneva,NY144562645     		  501(c)(3) support for the David B. Pels Memorial Fund 5,000
    Living Beyond Breast Cancer
    40 Monument Road Suite 104
    Bala Cynwyd,PA190041713     		  501(c)(3) general support 2,500
    The Loading Dock
    2 North Kresson Street
    Baltimore,MD212241708     		  501(c)(3) general support 3,000
    Louisiana Bucket Brigade
    2803 Saint Phillip Street
    New Orleans,LA70119     		  501(c)(3) general support 20,000
    Make the Road New York
    301 Grove Street
    Brooklyn,NY112375664     		  501(c)(3) support to promote voter participation in Pennsylvania 40,000
    Maryland Food Bank Inc
    2200 Halethorpe Farms Road
    Baltimore,MD212270000     		  501(c)(3) general support 7,000
    Maryland Pesticide Education Network
    544 Epping Forest Road
    Annapolis,MD21401     		  501(c)(3) general support 3,000
    MAZON Inc
    10850 Wilshire Boulevard Suite 400
    Los Angeles,CA900244316     		  501(c)(3) general support 9,000
    Mighty Writers
    1501 Christian Street
    Philadelphia,PA191462112     		  501(c)(3) general support 2,500
    Mural Arts Philadelphia
    1727-29 Mount Vernon Street
    Philadelphia,PA19130     		  501(c)(3) general support 5,000
    NARAL Pro Choice Maryland Fund Inc
    1323 North Calvert Street Suite A
    Baltimore,MD212023974     		  501(c)(3) general support 11,000
    NARAL Pro-Choice America Foundation
    1725 Eye Street NW Suite 900
    Washington,DC200062420     		  501(c)(3) general support 10,000
    National Family Farm Coalition
    c/o NAMA 222 Main Street
    Gloucester,MA01930     		  501(c)(3) general support 2,500
    Natural Resources Defense Council
    40 West 20th Street
    New York,NY100114211     		  501(c)(3) general support 2,500
    The Nature Conservancy
    4245 North Fairfax Drive Suite 100
    Arlington,VA222031606     		  501(c)(3) support for the seasonal stewardship assistant program at South Cape May Meadows 13,000
    New Israel Fund
    PO Box 177
    Lewiston,ME042430177     		  501(c)(3) support for the Sheli Fund 15,000
    New Jersey League of Conservation Voters Education Fund
    PO Box 1237
    Trenton,NJ086071237     		  501(c)(3) general support 3,750
    Nutritional Research Foundation
    4 Walter Foran Boulevard Suite 408
    Flemington,NJ08822     		  501(c)(3) general support 6,000
    Out For Justice Inc
    1400 East Federal Street
    Baltimore,MD21213     		  501(c)(3) general support 5,000
    Parks & People Foundation
    2100 Liberty Heights Avenue
    Baltimore,MD212172072     		  501(c)(3) general support 12,500
    PennFuture
    610 North Third Street
    Harrisburg,PA171011113     		  501(c)(3) support to promote voter participation in Pennyslvania 40,000
    Pennsylvania Innocence Project
    1515 Market Street Suite 300
    Philadelphia,PA191021908     		  501(c)(3) general support 2,500
    Pennsylvania Voice
    123 South Broad Street Suite 630
    Philadelphia,PA191091013     		  501(c)(3) support to promote voter participation in Pennyslvania 20,000
    People for The American Way Foundation
    1101 15th Street NW Suite 600
    Washington,DC200055023     		  501(c)(3) general support 8,000
    Philabundance
    PO Box 37555 3616 South Galloway
    Street
    Philadelphia,PA19148     		  501(c)(3) general support 7,500
    Philadelphia Interfaith Hospitality Network Inc
    7047 Germantown Avenue
    Philadelphia,PA191191865     		  501(c)(3) general support 5,000
    Philadelphia Student Union
    501 South 52nd Street CO1
    Philadelphia,PA19143     		  501(c)(3) general support 2,500
    Philadelphia Youth Basketball Inc
    1735 Market Street Concourse Level
    Philadelphia,PA19103     		  501(c)(3) general support 10,000
    Plantation Park Heights Urban Farm
    3811 Park Heights Avenue
    Baltimore,MD21215     		  501(c)(3) general support 3,000
    POWER An Interfaith Movement
    1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) support to promote voter participation in Pennsylvania 45,000
    POWER An Interfaith Movement
    1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) general support 20,000
    Preservation Maryland
    3600 Clipper Mill Road Suite 248
    Baltimore,MD212111949     		  501(c)(3) general support for Smart Growth Maryland 5,000
    Protect Democracy Project
    2020 Pennsylvania Avenue NW 163
    Washington,DC200061811     		  501(c)(3) support to ensure the right to free, fair and fully informed government in the United States 60,000
    Public Citizens for Children and Youth
    990 Spring Garden Street Suite 200
    Philadelphia,PA19123     		  501(c)(3) general support 7,500
    PushBlack
    700 12th Street NW Suite 700
    Washington,DC90791     		  501(c)(3) general support 50,000
    Rutgers Hillel
    70 College Avenue
    New Brunswick,NJ08901     		  501(c)(3) general support 18,000
    Safe Sound Somerset
    427 Homestead Road
    Hillsborough,NJ08844     		  501(c)(3) general support 8,500
    The Sentencing Project
    1705 Desales Street NW 8th Floor
    Washington,DC200364405     		  501(c)(3) general support 10,000
    SHARE Food Program Inc
    2901 West Hunting Park Avenue
    Philadelphia,PA191291802     		  501(c)(3) general support 7,500
    Southern Coalition for Social Justice
    1415 West Highway 54 Suite 101
    Durham,NC27707     		  501(c)(3) general support 5,000
    Steps Coalition
    11975 Seaway Road Suite B225
    Gulfport,MS395036248     		  501(c)(3) general support 20,000
    Sunday Suppers
    3525 I Street Suite 103
    Philadelphia,PA19134     		  501(c)(3) general support 2,500
    Temple University
    1115 West Berks Street 4th Floor
    Gladfelter Hall
    Philadelphia,PA191226089     		  501(c)(3) support for the Inside-Out Prison Exchange Program 20,000
    Texas Environmental Justice Advocacy Services
    6733 Harrisburg Boulevard
    Houston,TX77011     		  501(c)(3) general support 20,000
    Texas Jail Project
    13121 Louetta Road 1330
    Cypress,TX77429     		  501(c)(3) general support 5,000
    Tides Foundation
    PO Box 29903
    San Francisco,CA941290903     		  501(c)(3) general support for the Florida Rights Restoration Education Fund 100,000
    United Houma Nation
    PO Box 4217
    Houma,LA70361     		  501(c)(3) support for environmental justice activities 20,000
    University of Baltimore Foundation
    1130 North Charles Street
    Baltimore,MD212015506     		  501(c)(3) support for the Innocence Project Clinic at the University of Baltimore School of Law 5,000
    Urban Affairs Coalition
    1207 Chestnut Street
    Philadelphia,PA191074131     		  501(c)(3) support for the AAPI PA Power Caucus 5,000
    WHYY
    150 North Sixth Street
    Philadelphia,PA191061521     		  501(c)(3) general support 3,750
    Women's Medical Fund
    PO Box 40748
    Philadelphia,PA191070748     		  501(c)(3) general support 15,000
    Your Public Radio Corporation
    2216 North Charles Street
    Baltimore,MD21218     		  501(c)(3) general support 10,000
    Zufall Health Center
    18 West Blackwell Street
    Dover,NJ078013841     		  501(c)(3) general support for the Somerville center 5,000
    Awbury Arboretum Association
    Francis Cope House One Awbury Road
    Philadelphia,PA191380213     		  501(c)(3) support for educational programs 5,000
    Americans United for Separation of Church and State Inc
    1310 L Street NW Suite 200
    Washington,DC200054563     		  501(c)(3) general support 7,000
    American Red Cross of Central New Jersey
    1540 West Park Avenue
    Ocean,NJ07712     		  501(c)(3) general support 6,000
    Alliance For Youth Organizing
    915 5th Street NW
    Washington,DC200012501     		  501(c)(3) support for activities to promote voter participation among young people 50,000
    Alliance For Global Justice
    225 East 26th Street Suite 1
    Tucson,AZ857132925     		  501(c)(3) general support for Philly Thrive 20,000
    Civic Works Inc
    2701 St Lo Dr
    Baltimore,MD21213     		  501(c)(3) general support 4,000
    Total .................................bullet 3a 1,199,206
    bApproved for future payment
    Alliance For Global Justice
    225 East 26th Street Suite 1
    Tucson,AZ857132925     		  501(c)(3) general support for Philly Thrive 20,000
    Black Belt Citizens Fighting for Health and Justice
    23355 County Road 53
    Uniontown,AL36786     		  501(c)(3) general support 40,000
    Earth Quaker Action Team
    4510 Kingsessing Avenue
    Philadelphia,PA191433713     		  501(c)(3) general support 20,000
    Louisiana Bucket Brigade
    2803 Saint Phillip Street
    New Orleans,LA70119     		  501(c)(3) general support 20,000
    POWER An Interfaith Movement
    1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) general support 20,000
    Steps Coalition
    11975 Seaway Road Suite B225
    Gulfport,MS395036248     		  501(c)(3) general support 10,000
    Texas Environmental Justice Advocacy Services
    6733 Harrisburg Boulevard
    Houston,TX77011     		  501(c)(3) general support 20,000
    United Houma Nation
    PO Box 4217
    Houma,LA70361     		  501(c)(3) support for environmental justice activities 20,000
    Total .................................bullet 3b 170,000
    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 88  
    4 Dividends and interest from securities....     14 400,753  
    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 ............     		    18 510,925  
    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).. 0 911,766 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    911,766
    (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

    Form 990PF Part XV Line 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
    Baltimore Green MapPO Box 16244
    Baltimore,MD212100244     		  501(c)(3) general support 5,000
    Baltimore Green Space1212 North Wolfe Street
    Baltimore,MD212133303     		  501(c)(3) general support 15,000
    Baltimore Orchard ProjectPO Box 38523
    Baltimore,MD21231     		  501(c)(3) general support 4,000
    Baltimore Tree Trust IncPO Box 26202
    Baltimore,MD212100102     		  501(c)(3) general support 5,000
    Bike Maryland1415 Bush Street
    Baltimore,MD21230     		  501(c)(3) general support 5,000
    Bikemore2209 Maryland Avenue
    Baltimore,MD212185627     		  501(c)(3) general support 8,000
    Black Youth Project 100PO Box 15254
    Chicago,IL60615     		  501(c)(3) general support 5,000
    Blue Water Baltimore2631 Sisson Street
    Baltimore,MD212113119     		  501(c)(3) general support 10,000
    Brain & Behavior Research Foundation747 Third Avenue 33rd Floor
    New York,NY10017     		  501(c)(3) support for research in the treatment of schizophrenia 5,000
    Brown Memorial Tutoring Program1316 Park Avenue
    Baltimore,MD21217     		  501(c)(3) general support 2,500
    Cancer Support Community Central New Jersey3 Crossroads Drive
    Bedminster,NJ079212614     		  501(c)(3) general support 2,500
    CASA de Maryland Inc8151 15th Avenue
    Langley Park,MD20783     		  501(c)(3) support to promote voter participation in Pennsylvania 40,000
    CeaseFire Pennsylvania Education FundPO Box 60095
    Philadelphia,PA191023403     		  501(c)(3) general support 5,000
    The Center for Popular Democracy449 Troutman Street Suite A
    Brooklyn,NY112372790     		  501(c)(3) general support for Maryland Communities United 4,000
    Center for Urban Families Inc2201 North Monroe Street
    Baltimore,MD212171321     		  501(c)(3) general support 2,500
    Chesapeake Climate Action Network6930 Carroll Avenue Suite 720
    Takoma Park,MD209124499     		  501(c)(3) general support 7,500
    Civic NationPO Box 34673 1400 L Street NW
    Washington,DC200052621     		  501(c)(3) support for voter participation and engagement efforts with high school students 25,000
    Clean Water Fund1444 Eye Street NW Suite 400
    Washington,DC200056538     		  501(c)(3) general support 10,000
    Commonwealth Youthchoirs35 West Chelten Avenue
    Philadelphia,PA191442701     		  501(c)(3) general support 2,500
    Corporate Accountability International10 Milk Street Suite 610
    Boston,MA021084600     		  501(c)(3) general support 5,000
    Democracy NowPO Box 1838
    New York,NY10113     		  501(c)(3) general support 7,500
    Earth Quaker Action Team4510 Kingsessing Avenue
    Philadelphia,PA191433713     		  501(c)(3) general support 20,000
    Electronic Frontier Foundation815 Eddy Street
    San Francisco,CA941097701     		  501(c)(3) general support 15,000
    Environmental Defense Fund257 Park Avenue South
    New York,NY100107304     		  501(c)(3) support for the Clean Air for Baltimore project 17,500
    Environmental Grantmakers Association475 Riverside Drive Suite 960
    New York,NY101150066     		  501(c)(3) membership support for 2021 3,706
    Face to Face123 East Price Street
    Philadelphia,PA191442145     		  501(c)(3) general support 10,000
    Fairmount Park Conservancy4700 States Drive
    Philadelphia,PA19131     		  501(c)(3) general support 5,000
    Food Bank Network of Somerset County IncPO Box 149
    Bound Brook,NJ088050149     		  501(c)(3) general support 7,500
    Food Moxie559 Carpenter Lane
    Philadelphia,PA191193402     		  501(c)(3) general support 2,500
    Friends of the Wissahickon40 West Evergreen Avenue Suite 108
    Philadelphia,PA191183324     		  501(c)(3) general support 2,500
    Fulphil3675 Market Street
    Philadelphia,PA19104     		  501(c)(3) general support 5,000
    Fusion Partnerships Inc1601 Guilford Avenue 2 South
    Baltimore,MD212022877     		  501(c)(3) general support 8,000
    Fusion Partnerships Inc1601 Guilford Avenue 2 South
    Baltimore,MD212022877     		  501(c)(3) general support for Whitelock Community Farm 2,500
    Genesis at the CrossroadsPO Box 14781
    Chicago,IL60614     		  501(c)(3) general support 4,000
    Germantown United Community Development Corporation5320 Germantown Avenue
    Philadelphia,PA19144     		  501(c)(3) general support and support for the Fund for Germantown 11,000
    Global Greengrants Fund2840 Wilderness Place Suite A
    Boulder,CO803015414     		  501(c)(3) general support 10,000
    Goucher College1021 Dulaney Valley Road
    Baltimore,MD212042794     		  501(c)(3) support for the Goucher Prison Education Partnership 15,000
    Habitat for Humanity Philadelphia1829 North 19th Street
    Philadelphia,PA191212205     		  501(c)(3) general support 10,000
    HomeSharing of Somerset County120 Finderne Avenue
    Bridgewater,NJ088073670     		  501(c)(3) general support 6,000
    Information Technology Disaster Resource CenterPO Box 79146
    Fort Worth,TX761790146     		  501(c)(3) general support 10,000
    Inn Dwelling109 East Price Street
    Philadelphia,PA191442145     		  501(c)(3) general support 5,000
    Interfaith Hospitality Network of Somerset County Inc98 West End Avenue
    Somerville,NJ088760575     		  501(c)(3) general support 4,000
    Irvine Natural Science Center11201 Garrison Forrest Road
    Owings Mills,MD211172943     		  501(c)(3) general support 2,500
    It Takes Philly419 Johnson Street
    Jenkintown,PA190462705     		  501(c)(3) support for the Black Doctors Consortium 5,000
    League of Conservation Voters Education Fund740 15th Street NW Suite 700
    Washington,DC20005     		  501(c)(3) general support 5,000
    Legal Assistance of Western New York361 South Main Street
    Geneva,NY144562645     		  501(c)(3) support for the David B. Pels Memorial Fund 5,000
    Living Beyond Breast Cancer40 Monument Road Suite 104
    Bala Cynwyd,PA190041713     		  501(c)(3) general support 2,500
    The Loading Dock2 North Kresson Street
    Baltimore,MD212241708     		  501(c)(3) general support 3,000
    Louisiana Bucket Brigade2803 Saint Phillip Street
    New Orleans,LA70119     		  501(c)(3) general support 20,000
    Make the Road New York301 Grove Street
    Brooklyn,NY112375664     		  501(c)(3) support to promote voter participation in Pennsylvania 40,000
    Maryland Food Bank Inc2200 Halethorpe Farms Road
    Baltimore,MD212270000     		  501(c)(3) general support 7,000
    Maryland Pesticide Education Network544 Epping Forest Road
    Annapolis,MD21401     		  501(c)(3) general support 3,000
    MAZON Inc10850 Wilshire Boulevard Suite 400
    Los Angeles,CA900244316     		  501(c)(3) general support 9,000
    Mighty Writers1501 Christian Street
    Philadelphia,PA191462112     		  501(c)(3) general support 2,500
    Mural Arts Philadelphia1727-29 Mount Vernon Street
    Philadelphia,PA19130     		  501(c)(3) general support 5,000
    NARAL Pro Choice Maryland Fund Inc1323 North Calvert Street Suite A
    Baltimore,MD212023974     		  501(c)(3) general support 11,000
    NARAL Pro-Choice America Foundation1725 Eye Street NW Suite 900
    Washington,DC200062420     		  501(c)(3) general support 10,000
    National Family Farm Coalitionc/o NAMA 222 Main Street
    Gloucester,MA01930     		  501(c)(3) general support 2,500
    Natural Resources Defense Council40 West 20th Street
    New York,NY100114211     		  501(c)(3) general support 2,500
    The Nature Conservancy4245 North Fairfax Drive Suite 100
    Arlington,VA222031606     		  501(c)(3) support for the seasonal stewardship assistant program at South Cape May Meadows 13,000
    New Israel FundPO Box 177
    Lewiston,ME042430177     		  501(c)(3) support for the Sheli Fund 15,000
    New Jersey League of Conservation Voters Education FundPO Box 1237
    Trenton,NJ086071237     		  501(c)(3) general support 3,750
    Nutritional Research Foundation4 Walter Foran Boulevard Suite 408
    Flemington,NJ08822     		  501(c)(3) general support 6,000
    Out For Justice Inc1400 East Federal Street
    Baltimore,MD21213     		  501(c)(3) general support 5,000
    Parks & People Foundation2100 Liberty Heights Avenue
    Baltimore,MD212172072     		  501(c)(3) general support 12,500
    PennFuture610 North Third Street
    Harrisburg,PA171011113     		  501(c)(3) support to promote voter participation in Pennyslvania 40,000
    Pennsylvania Innocence Project1515 Market Street Suite 300
    Philadelphia,PA191021908     		  501(c)(3) general support 2,500
    Pennsylvania Voice123 South Broad Street Suite 630
    Philadelphia,PA191091013     		  501(c)(3) support to promote voter participation in Pennyslvania 20,000
    People for The American Way Foundation1101 15th Street NW Suite 600
    Washington,DC200055023     		  501(c)(3) general support 8,000
    PhilabundancePO Box 37555 3616 South Galloway
    Street
    Philadelphia,PA19148     		  501(c)(3) general support 7,500
    Philadelphia Interfaith Hospitality Network Inc7047 Germantown Avenue
    Philadelphia,PA191191865     		  501(c)(3) general support 5,000
    Philadelphia Student Union501 South 52nd Street CO1
    Philadelphia,PA19143     		  501(c)(3) general support 2,500
    Philadelphia Youth Basketball Inc1735 Market Street Concourse Level
    Philadelphia,PA19103     		  501(c)(3) general support 10,000
    Plantation Park Heights Urban Farm3811 Park Heights Avenue
    Baltimore,MD21215     		  501(c)(3) general support 3,000
    POWER An Interfaith Movement1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) support to promote voter participation in Pennsylvania 45,000
    POWER An Interfaith Movement1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) general support 20,000
    Preservation Maryland3600 Clipper Mill Road Suite 248
    Baltimore,MD212111949     		  501(c)(3) general support for Smart Growth Maryland 5,000
    Protect Democracy Project2020 Pennsylvania Avenue NW 163
    Washington,DC200061811     		  501(c)(3) support to ensure the right to free, fair and fully informed government in the United States 60,000
    Public Citizens for Children and Youth990 Spring Garden Street Suite 200
    Philadelphia,PA19123     		  501(c)(3) general support 7,500
    PushBlack700 12th Street NW Suite 700
    Washington,DC90791     		  501(c)(3) general support 50,000
    Rutgers Hillel70 College Avenue
    New Brunswick,NJ08901     		  501(c)(3) general support 18,000
    Safe Sound Somerset427 Homestead Road
    Hillsborough,NJ08844     		  501(c)(3) general support 8,500
    The Sentencing Project1705 Desales Street NW 8th Floor
    Washington,DC200364405     		  501(c)(3) general support 10,000
    SHARE Food Program Inc2901 West Hunting Park Avenue
    Philadelphia,PA191291802     		  501(c)(3) general support 7,500
    Southern Coalition for Social Justice1415 West Highway 54 Suite 101
    Durham,NC27707     		  501(c)(3) general support 5,000
    Steps Coalition11975 Seaway Road Suite B225
    Gulfport,MS395036248     		  501(c)(3) general support 20,000
    Sunday Suppers3525 I Street Suite 103
    Philadelphia,PA19134     		  501(c)(3) general support 2,500
    Temple University1115 West Berks Street 4th Floor
    Gladfelter Hall
    Philadelphia,PA191226089     		  501(c)(3) support for the Inside-Out Prison Exchange Program 20,000
    Texas Environmental Justice Advocacy Services6733 Harrisburg Boulevard
    Houston,TX77011     		  501(c)(3) general support 20,000
    Texas Jail Project13121 Louetta Road 1330
    Cypress,TX77429     		  501(c)(3) general support 5,000
    Tides FoundationPO Box 29903
    San Francisco,CA941290903     		  501(c)(3) general support for the Florida Rights Restoration Education Fund 100,000
    United Houma NationPO Box 4217
    Houma,LA70361     		  501(c)(3) support for environmental justice activities 20,000
    University of Baltimore Foundation1130 North Charles Street
    Baltimore,MD212015506     		  501(c)(3) support for the Innocence Project Clinic at the University of Baltimore School of Law 5,000
    Urban Affairs Coalition1207 Chestnut Street
    Philadelphia,PA191074131     		  501(c)(3) support for the AAPI PA Power Caucus 5,000
    WHYY150 North Sixth Street
    Philadelphia,PA191061521     		  501(c)(3) general support 3,750
    Women's Medical FundPO Box 40748
    Philadelphia,PA191070748     		  501(c)(3) general support 15,000
    Your Public Radio Corporation2216 North Charles Street
    Baltimore,MD21218     		  501(c)(3) general support 10,000
    Zufall Health Center18 West Blackwell Street
    Dover,NJ078013841     		  501(c)(3) general support for the Somerville center 5,000
    Awbury Arboretum AssociationFrancis Cope House One Awbury Road
    Philadelphia,PA191380213     		  501(c)(3) support for educational programs 5,000
    Americans United for Separation of Church and State Inc1310 L Street NW Suite 200
    Washington,DC200054563     		  501(c)(3) general support 7,000
    American Red Cross of Central New Jersey1540 West Park Avenue
    Ocean,NJ07712     		  501(c)(3) general support 6,000
    Alliance For Youth Organizing915 5th Street NW
    Washington,DC200012501     		  501(c)(3) support for activities to promote voter participation among young people 50,000
    Alliance For Global Justice225 East 26th Street Suite 1
    Tucson,AZ857132925     		  501(c)(3) general support for Philly Thrive 20,000
    Civic Works Inc2701 St Lo Dr
    Baltimore,MD21213     		  501(c)(3) general support 4,000
    Total ...............................bullet 3a 1,199,206
    bApproved for future payment
    Alliance For Global Justice225 East 26th Street Suite 1
    Tucson,AZ857132925     		  501(c)(3) general support for Philly Thrive 20,000
    Black Belt Citizens Fighting for Health and Justice23355 County Road 53
    Uniontown,AL36786     		  501(c)(3) general support 40,000
    Earth Quaker Action Team4510 Kingsessing Avenue
    Philadelphia,PA191433713     		  501(c)(3) general support 20,000
    Louisiana Bucket Brigade2803 Saint Phillip Street
    New Orleans,LA70119     		  501(c)(3) general support 20,000
    POWER An Interfaith Movement1429 North 11th Street
    Philadelphia,PA19121     		  501(c)(3) general support 20,000
    Steps Coalition11975 Seaway Road Suite B225
    Gulfport,MS395036248     		  501(c)(3) general support 10,000
    Texas Environmental Justice Advocacy Services6733 Harrisburg Boulevard
    Houston,TX77011     		  501(c)(3) general support 20,000
    United Houma NationPO Box 4217
    Houma,LA70361     		  501(c)(3) support for environmental justice activities 20,000
    Total ................................bullet 3b 170,000
    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
    The Elizabeth B and Arthur E Roswell
    Foundation Inc
    Employer identification number

    52-1490498
    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
    The Elizabeth B and Arthur E Roswell
    Foundation Inc         		Employer identification number
    52-1490498
    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
    American Trading & Production Corporation
     
    One South Street Suite 2800
     
    Baltimore, MD21202

    		$ 250,485


    (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
    The Elizabeth B and Arthur E Roswell
    Foundation Inc         		Employer identification number

    52-1490498
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
    1
    		 6,475 shares of BP stock $ 250,485 2020-01-09
    (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
    The Elizabeth B and Arthur E Roswell
    Foundation Inc         		Employer identification number

    52-1490498
    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:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Acctg & Invest Fees-Atapco Financial Svc 45,000 13,500   31,500

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Name of Bond End of Year Book Value End of Year Fair Market Value
    VERIZON COMM NT 54,868 56,342
    AMERICAN INT'L GROUP NT 25,844 27,681
    UNIONPAC RR 2007 PASS THRU 47,462 26,871
    American WTR Cap Corp SR NT 54,339 55,194
    TCI COMM. INC 47,639 47,136
    STRYKER CORP 47,049 50,201
    STATE STR CORP 47,171 51,084
    SIMON PPTY GROUP 24,655 25,147
    Raytheon Corp 39,252 40,913
    Providence St Joseph Health 32,671 32,101
    PRECISION CASTPARTS CORP 24,546 27,624
    Parker-Hannifin Corp 24,917 27,385
    Estee Lauder Co SR NT 41,479 43,239
    NORSK HYDRO A S DEB 35,827 29,415
    BNSF RY CO 2006 PASS THRU 7,773 4,929
    MARSH & MCLENNAN 51,328 54,602
    LOUISIANA LD & EXPL DEB 50,632 41,938
    LOEWS CORP NT 23,667 26,173
    LEGGETT & PLATT 21,274 21,436
    BNSF RY PASS THRU 69,820 27,109
    Westar Energy Inc 50,472 55,140
    BOSTON PPTYS LP 32,566 32,598
    BROOKFIELD FIN LLC 46,532 49,396
    CITIGROUP INC FXD RT 44,912 44,951
    Clorox Co SR NT 41,116 41,280
    CPC INTL INC SER E 33,670 33,796
    Hershey Co 54,359 53,123
    GRAND MET INV'T CORP 67,918 56,449
    ZENECA WILMINGTON 45,048 41,232

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Name of Stock End of Year Book Value End of Year Fair Market Value
    VANGUARD INTM TRM INV 2,182,220 2,324,297
    TIAA-CREF SOCIAL BOND CHOICE 730,000 769,805
    TD AMERITRADE I SHARES 35,995 112,617
    TD AMERITRADE - CRA 730,100 748,087
    ISHARES SMALL VALUE 224,145 368,900
    ISHARES MSCI EAFE SMALL CAP FUND 587,412 822,934
    ISHARES MSCI EAFE INDEX FUND 1,888,269 2,385,062
    ISHARES MSCI ACWI LOW CARBON 1,964,585 2,758,567
    ISHARES EMERGING MKTS 910,710 1,322,752
    ISHARE CORE SP500 ETF 2,275,597 3,815,839
    FIDELITY ADVISOR FLOATING RATE 20,573 19,495
    ISHARES RUSSELL 2000 GROWTH 141,530 652,243

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    US Government Securities - End of Year Book Value:

    0
    US Government Securities - End of Year Fair Market Value:

    0
    State & Local Government Securities - End of Year Book Value:


    25,765
    State & Local Government Securities - End of Year Fair Market Value:


    25,699


    TY 2020 OtherAssetsSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    Div & Income Receivable 12,966 7,662 7,662
    Calvert Impact Capital - Community Investment Note 375,000 375,000 375,000
    Reinvested Fund - Promissory Note 375,000 375,000 375,000
    BlueHub Loan Fund Inc - Promissory Note 0 375,000 375,000
    Enterprise Community Impact Note 0 375,000 375,000
    Claim for fraudulent check   10,000 10,000


    TY 2020 OtherDecreasesSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Description Amount
    Tax/Cost basis difference - BP stock sale Atapco gift 249,645


    TY 2020 OtherExpensesSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Equipment/Equipment Maintenance 1,102 0   1,102
    Supplies 52 0   52
    Telephone 112 0   112
    Bank Fees 4 0   4
    Postage 220 0   220
    Software 78 0   78
    Dues & Subscriptions 19 0   19


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Fees- First Manhattan 3,004 3,004   0


    TY 2020 TaxesSchedule
    Name:
    The Elizabeth B and Arthur E Roswell
     
    Foundation Inc
    EIN:
    52-1490498
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    Foreign tax 8,638 8,638   0
    Excise tax 8,000 0   0