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
THEODORE EDSON PARKER FOUNDATION
 
Number and street (or P.O. box number if mail is not delivered to street address)TWO LIBERTY SQUARE SUITE 500
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02109
A Employer identification number

04-6036092
B Telephone number (see instructions)

(617) 426-7080
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$33,302,784J 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)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 501,435 501,435  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 962,478
b Gross sales price for all assets on line 6a 6,787,105
7 Capital gain net income (from Part IV, line 2)... 962,478
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 169    
12 Total. Add lines 1 through 11........ 1,464,082 1,463,913  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 65,000 22,750   42,250
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 1,125     1,125
b Accounting fees (attach schedule)....... Click to see attachment 10,750 6,988   3,762
c Other professional fees (attach schedule).... Click to see attachment 238,749 107,373   120,922
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 50,760 1,684    
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 5,004 1,751   2,711
21 Travel, conferences, and meetings....... 188 66   170
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 1,548     2,759
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 373,124 140,612   173,699
25 Contributions, gifts, grants paid....... 1,768,650 1,263,650
26 Total expenses and disbursements. Add lines 24 and 25 2,141,774 140,612   1,437,349
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -677,692
b Net investment income (if negative, enter -0-) 1,323,301
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......... 570,211 660,132 660,132
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)....... 24,732,492 Click to see attachment28,273,470 28,273,470
c Investments—corporate bonds (attach schedule)....... 4,515,324 Click to see attachment4,149,707 4,149,707
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 338,149 Click to see attachment181,035 181,035
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet) Click to see attachment113,760 Click to see attachment38,440 Click to see attachment38,440
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 30,269,936 33,302,784 33,302,784
Liabilities 17 Accounts payable and accrued expenses.......... 23,589 33,592
18 Grants payable................. 30,000 535,000
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) Click to see attachment120,977 Click to see attachment151,659
23 Total liabilities (add lines 17 through 22)......... 174,566 720,251
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........... 30,095,370 32,582,533
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 30,095,370 32,582,533
30 Total liabilities and net assets/fund balances (see instructions). 30,269,936 33,302,784
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
30,095,370
2
Enter amount from Part I, line 27a .....................
2
-677,692
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
3,164,998
4
Add lines 1, 2, and 3 ..........................
4
32,582,676
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
143
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
32,582,533
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 CHARLES SCHWAB 4887 - ST (SEE ATTACH P   2020-12-31
b CHARLES SCHWAB 4887- LT (SEE ATTACH P   2020-12-31
c CHARLES SCHWAB 9038 - ST (SEE ATTACH P   2020-12-31
d CHARLES SCHWAB 9038 - LT (SEE ATTACH P   2020-12-31
e PARTNERSHIP K-1 LOSS P   2020-12-31
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a 62,907   70,573 -7,666
b 1,331,476   1,182,358 149,118
c 169,835   293,167 -123,332
d 5,222,887   4,278,504 944,383
e     25 -25
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       -7,666
b       149,118
c       -123,332
d       944,383
e       -25
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 2 962,478
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 18,394
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  
3 Add lines 1 and 2........................... 3 18,394
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 18,394
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 31,896
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c 10,000
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 41,896
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
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 23,502
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet23,502 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$   (2) On foundation managers.bullet$  
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$  
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 addressbulletPARKERFOUNDATION.GMAFOUNDATIONS.COM
    14
    The books are in care ofbulletDAVID W DONAHUE JR Telephone no.bullet (617) 426-7080

    Located atbulletTWO LIBERTY SQUARE 500BOSTONMA ZIP+4bullet02109
    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
     
    No
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
     
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........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
    KAREN CARPENTER PRESIDENT, D
    8.00     		13,000 0 0
    TWO LIBERTY SQUARE 500
    BOSTON,MA02109
    NEWELL FLATHER DIRECTOR
    8.00     		13,000 0 0
    TWO LIBERTY SQUARE 500
    BOSTON,MA02109
    SOPHY THEAM CLERK, DIREC
    3.00     		13,000 0 0
    TWO LIBERTY SQUARE 500
    BOSTON,MA02109
    DAVID WDONAHUE JR TREASURER, D
    4.00     		13,000 0 0
    TWO LIBERTY SQUARE 500
    BOSTON,MA02109
    LUIS PEDROSO DIRECTOR
    3.00     		13,000 0 0
    TWO LIBERTY SQUARE 500
    BOSTON,MA02109
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    GMA FOUNDATION ADMINISTERS GRA 122,162
    TWO LIBERTY SQUARE
    BOSTON,MA02109
    EATON VANCE INVESTMENT COUNCIL INVESTMENT ADVI 71,136
    TWO INTERNATIONAL PLACE
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    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 N/A  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    29,176,752
    b
    Average of monthly cash balances.......................
    1b
    931,388
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    30,108,140
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
     
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
     
    3
    Subtract line 2 from line 1d.........................
    3
    30,108,140
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    451,622
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    29,656,518
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    1,482,826
    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
    1,482,826
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    18,394
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    18,394
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    1,464,432
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    58,418
    5
    Add lines 3 and 4............................
    5
    1,522,850
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    1,522,850
    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
    1,437,349
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    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
    1,437,349
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    1,437,349
    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 1,522,850
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 127,546
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........  
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 1,437,349
    a Applied to 2019, but not more than line 2a 127,546
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		 
    d Applied to 2020 distributable amount..... 1,309,803
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020.    
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5  
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		213,047
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		 
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		 
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    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:
    CHALETTA HUERTAS
    TWO LIBERTY 500
    BOSTON,MA02109
    (617) 426-7080
    bThe form in which applications should be submitted and information and materials they should include:
    APPLICANTS ARE ENCOURAGED TO APPLY ONLINE AT HTTP://PARKERFOUNDATION.GMAFOUNDATIONS.COM. ALL PROPOSALS SHOULD INCLUDE A SHORT DESCRIPTION OF THE PURPOSES, PROGRAMS, AND HISTORY OF THE ORGANIZATION, A DESCRIPTION OF THE PROJECT FOR WHICH FINANCIAL ASSISTANCE IS REQUESTED, THE AMOUNT DESIRED, AND PLANS FOR CONTINUATION OF THE PROJECT AFTER PARKER'S FUNDING HAS ENDED. INCLUDE A LIST OF BOARD MEMBERS, WITH AN INDICATION OF THEIR ORGANIZATIONAL AFFILIATIONS, SPECIAL SKILLS, AND LINKS TO THE COMMUNITY,A COMPLETED DIVERSITY FORM DETAILING RACIAL AND ETHNIC COMPOSITIONS OF BOARD, STAFF, AND CONSTITUENTS,A COPY OF THE ORGANIZATIONS MOST RECENT AUDITED FINANCIAL STATEMENTS,A COPY OF THE MOST RECENT IRS FORM 990, WITH ALL ATTACHMENTS AND SCHEDULES,A CURRENT ORGANIZATIONAL BUDGET, INCLUDING PROJECTED INCOME AND EXPENDITURES,BIO STATEMENTS OR RESUMES OF KEY PROJECT STAFF AND A PROJECT BUDGET.
    cAny submission deadlines:
    PROPOSAL DEADLINES ARE JANUARY 15, MAY 15, WHICH CORRESPOND TO TRUSTEE MEETINGS.
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    TRUSTEES DO NOT USUALLY AWARD FUNDS FOR THE OPERATING EXPENSES OF CHARITABLE ORGANIZATIONS, FOR ENDOWMENT, OR TO FUND DEFICITS. GRANTS ARE RESTRICTED TO ORGANIZATIONS THAT ARE TAX-EXEMPT UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND ARE CLASSIFIED AS -NOT A PRIVATE FOUNDATION" UNDER SECTION 509(A). NO AWARDS ARE MADE 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
    AARON'S PRESENTS
    180 MAIN STREET
    ANDOVER,MA01810     		  PUBLIC CHARI MATCHING GRANT TO SUPPORT STAFF SALA 15,000
    BOYS GIRLS CLUB OF GREATER LOWELL
    657 MIDDLESEX STREET
    LOWELL,MA01851     		  PUBLIC CHARI BELIEVE & BECOME 500,000
    CAMBODIAN MUTUAL ASSISTANCE ASSOCIA
    465 SCHOOL STREET
    LOWELL,MA01851     		  PUBLIC CHARI COVID RELIEF FUND 4,000
    CATHOLIC CHARITIES ARCHDIOCES OF BO
    275 WEST BROADWAY
    BOSTON,MA02127     		  PUBLIC CHARI BASIC NEEDS & FOOD PANTRY 15,000
    CATIE'S CLOSET
    19 SCHOOL STREET
    DRACUT,MA01826     		  PUBLIC CHARI NEXT STEPS 30,000
    CENTRAL FOOD MINISTRY
    370 WEST SIXTH STREET
    LOWELL,MA01850     		  PUBLIC CHARI PURCHASE VAN FOR FOOD TRANSPORTATION 20,000
    CHRIST CHURCH UNITED IN LOWELL
    1 BARTLET STREET
    LOWELL,MA01852     		  PUBLIC CHARI CHRIST CHURCH UNITED IN LOWELL 12,500
    COALITION FOR A BETTER ACRE
    517 MOODY STREET
    LOWELL,MA01854     		  PUBLIC CHARI COVID RELIEF FUND 5,500
    COMMUNITY TEAMWORK INC
    155 MERRIMACK STREET
    LOWELL,MA01852     		  PUBLIC CHARI THE AFRICAN COMMUNITY CENTER OF LOWE 43,000
    COMMUNITY TEAMWORK INC
    155 MERRIMACK STREET
    LOWELL,MA01852     		  PUBLIC CHARI ADDRESSING HOMELESSNESS 8,500
    DISCOVERY MUSEUM INC
    177 MAIN STREET
    ACTON,MA01720     		  PUBLIC CHARI HANDS ON SCIENCE LEARNING 10,000
    DWELLING HOUSE OF HOPE
    125 MOUNT HOPE STREET
    LOWELL,MA01854     		  PUBLIC CHARI FOOD PANTRY 36,500
    ENTREPRENEURSHIP FOR ALL
    175 CABOT STREET STE 100
    LOWELL,MA01854     		  PUBLIC CHARI FUNDING FOR LOWELL ENTREPRENEURS 50,000
    GOOD SPORTS
    1515 WASHINGTON STREET
    BRAINTREE,MA02184     		  PUBLIC CHARI RESTORE PLAY PROJECT 20,000
    GREATER LOWELL COMMUNITY FOUNDATION
    100 MERRIMACK STREET
    LOWELL,MA01852     		  PUBLIC CHARI LOWELL WATERWAYS INITIATIVE AND ACTI 50,000
    GREATER LOWELL COMMUNITY FOUNDATION
    100 MERRIMACK STREET
    LOWELL,MA01852     		  PUBLIC CHARI RACIAL EQUITY AND INCLUSION 500
    GREATER LOWELL COMMUNITY FOUNDATION
    100 MERRIMACK STREET
    LOWELL,MA01852     		  PUBLIC CHARI COVID RELIEF FUND 50,000
    HEALTH LAW ADVOCATES
    1 FEDERAL STREET
    BOSTON,MA02110     		  PUBLIC CHARI MENTAL HEALTH ADVOCACY PROGRAM 50,000
    HOPE DOVE INC
    117 PERRY STREET
    LOWELL,MA01852     		  PUBLIC CHARI COVID RELIEF FUND 7,500
    IMPROBABLE PLAYERS INC
    22 MT AUBURN STREET
    WATERTOWN,MA02472     		  PUBLIC CHARI 20/21 LOWELL SCHOOL TOUR 10,000
    INTERNATIONAL INSTITUTE OF NEW ENGL
    2 BOYLSTON STREET 3RD FL
    BOSTON,MA02116     		  PUBLIC CHARI COVID RELIEF FUND 45,000
    INTERNATIONAL INSTITUTE OF NEW ENGL
    2 BOYLSTON STREET 3RD FL
    BOSTON,MA02116     		  PUBLIC CHARI CO-LOCATION PROJECT 75,000
    KIDS IN TECH
    17 DEAN DRIVE
    LOWELL,MA01854     		  PUBLIC CHARI CAPACITY BUILDING 100,000
    LAWYER'S COMMITTEE FOR CIVIL RIGHTS
    61 BATTERYMARCH STREET
    BOSTON,MA02110     		  PUBLIC CHARI PROTECTING ASIAN-AMERICANS & LATINX 100,000
    LOWELL COMMUNITY HEALTH CENTER
    161 JACKSON STREET
    LOWELL,MA01852     		  PUBLIC CHARI MEDICAL INTERPRETATION TO ENSURE EQU 50,000
    LOWELL MAKES
    47 LEE STREET
    LOWELL,MA01852     		  PUBLIC CHARI CAPITAL CAMPAIGN 25,000
    LOWELL TRANSITIONAL LIVING CENTER
    189-209 MIDDLESEX STREET
    LOWELL,MA01852     		  PUBLIC CHARI COVID RELIEF WINTER PROGRAM 9,000
    MASS BAPTIST MULTICULTURAL MINISTRI
    1580 MASS AVENUE
    LEXINGTON,MA02420     		  PUBLIC CHARI GENERAL OPERATING SUPPORT 7,500
    MASS INSTITUTE FOR A NEW COMMONWEAL
    11 BEACON STREET
    BOSTON,MA02108     		  PUBLIC CHARI 8TH ANNUAL GATEWAY CITIES INNOVATION 5,000
    MASSACHUSETTS VOTER EDUCATION
    41 WEST STREET STE 700
    BOSTON,MA02111     		  PUBLIC CHARI VOTER EDUCATION -5,000
    MERRIMACK RIVER WATERSHED COUNCIL
    60 ISLAND STREET
    LAWRENCE,MA01840     		  PUBLIC CHARI CLEAN WATER FOR LOWELL RESIDENTS 20,000
    MERRIMACK VALLEY HOUSING PARTNERSHI
    PO BOX 1042
    LOWELL,MA01853     		  PUBLIC CHARI INCREASE COMMUNITY OUTREACH 20,000
    MERRIMACK VALLEY PROJECT
    1045 ESSEX STREET
    LAWRENCE,MA01841     		  PUBLIC CHARI GREATER LOWELL OPIOID PROGRAMS 22,500
    MILL CITY GROWS
    650 SUFFOLK STREET
    LOWELL,MA01854     		  PUBLIC CHARI FRESH FOOD IN EVERY LANGUAGE 25,000
    NEW ENGLAND FOUNDATION FOR THE ARTS
    145 TREMONT STREET
    BOSTON,MA02111     		  PUBLIC CHARI CHALLENGE GRANT 1,000
    NFI MASSACHUSETTS INC
    300 ROSEWOOD DRIVE
    DANVERS,MA01923     		  PUBLIC CHARI COVID RELIEF FUND 7,000
    NORTH SHORE WORKERS COMMUNITY FUND
    D112 EXCHANGE STREET
    LYNN,MA01901     		  PUBLIC CHARI F/B/O LLAMA 30,000
    NORTHEAST LEGAL AID
    35 JOHN STREET
    LOWELL,MA01852     		  PUBLIC CHARI COVID RELIEF FUND 7,000
    ONE CAN HELP INC
    PO BOX 55
    WALTHAM,MA02468     		  PUBLIC CHARI IMPROVING THE LIVES OF FOSTER CHILDR 20,000
    PHILANTHROPY MA
    133 FEDERAL STREET
    BOSTON,MA02110     		  PUBLIC CHARI RENEWED MEMBERSHIP SUPPORT 6,150
    PHILANTHROPY MA
    133 FEDERAL STREET
    BOSTON,MA02110     		  PUBLIC CHARI GMA FUNDER COMMUNITY OPIOID RESPONSE 10,000
    PHOENIX MULTISPORT
    54 NEWMARKET SQUARE
    BOSTON,MA02118     		  PUBLIC CHARI INSIDE & OUT PROGRAM 25,000
    PLACE OF PROMISE INC
    PO BOX 1132
    LOWELL,MA01853     		  PUBLIC CHARI ADULT LT RES . ADDICTION RECOVERY 10,000
    PROJECT LEARN
    8 KIRK STREET
    LOWELL,MA01852     		  PUBLIC CHARI STRIVE INITIATIVE TO ADVANCE TEACHER 100,000
    SANKOFA SUPPORT SERVICES
    463 MERRIMACK STREET
    LOWELL,MA01854     		  PUBLIC CHARI DIAPER DISTRIBUTION PROGRAM 12,000
    THE CENTER FOR HOPE AND HEALING IN
    21 GEORGE STREET
    LOWELL,MA01852     		  PUBLIC CHARI MOBILE HEALING PILOT PROGRAM 7,500
    THE WISH PROJECT INC
    166 MIDDLESEX STREET
    NORTH CHELMSFORD,MA01863     		  PUBLIC CHARI GENERAL OPERATIONS 20,000
    UNITED WAY OF MASS BAY AND MERRIMAC
    51 SLEEPER STREET
    BOSTON,MA02110     		  PUBLIC CHARI SEGL 50,000
    VETERANS LEGAL SERVICES
    PO BOX 8457
    BOSTON,MA02114     		  PUBLIC CHARI MEMORIAL VETERANS HOSPITAL LEGAL CLI 20,000
    YWCA OF LOWELL FBO LOWELL ALLICAN
    97 CENTRAL STREET
    LOWELL,MA01852     		  PUBLIC CHARI COVID RELIEF FUND 6,000
    Total .................................bullet 3a 1,768,650
    bApproved for future payment
    Total .................................bullet 3b  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 501,435  
    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 ............     		    18 962,478  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aK-1 FLOW THRU INCOME (ENTER     		523000 169 14    
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 169 1,463,913  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,464,082
    (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:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ACCOUNTING FEES 10,750 6,988   3,762

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FIXED INCOME SECURITIES 4,149,707 4,149,707

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Name of Stock End of Year Book Value End of Year Fair Market Value
    EQUITY SECURITIES 28,273,470 28,273,470

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    OTHER INVESTMENTS IN LP FMV 181,035 181,035

    TY 2020 LegalFeesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL FEES 1,125     1,125


    TY 2020 OtherAssetsSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    ACCRUED INTEREST ON INVESTMENTS 23,183 24,675 24,675
    CIT CREDIT RECEIVABLE 57,500    
    PREPAID FEDERAL EXCISE TAX 32,159 13,765 13,765
    CIT CREDIT INTEREST RECEIVABLE 918    


    TY 2020 OtherDecreasesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Amount
    K-1 FLOW THRU INCOME, NET 143


    TY 2020 OtherExpensesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    EXPENSES        
    MISCELLANEOUS        
    FILING FEES 265     265
    OPERATIONS EXPENSE 1,283     1,210
    75TH ANNIVERSARY EVENT       1,284


    TY 2020 OtherIncomeSchedule2
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    K-1 FLOW THRU INCOME (ENTERPR 169    


    TY 2020 OtherIncreasesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 3,164,998


    TY 2020 OtherLiabilitiesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX LIABILITY 120,977 151,659


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    GRANT MAKING EXPENSE 122,161     100,232
    INVESTMENT ADVISORY FEES 106,974 106,974    
    ADVISORY COMMITTEE FEES 9,000     9,000
    OTHER CONTRACT SERVICES 614 399   11,690


    TY 2020 TaxesSchedule
    Name:
    THEODORE EDSON PARKER FOUNDATION
    EIN:
    04-6036092
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 1,684 1,684    
    FEDERAL EXCISE TAX 18,394      
    DEFERRED FEDERAL EXCISE TAX EXPE 30,682