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
ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
 
Number and street (or P.O. box number if mail is not delivered to street address)5 COMMERCE PARK NORTH-WEALTH
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BEDFORD, NH03110
A Employer identification number

02-6091650
B Telephone number (see instructions)

(877) 773-1229
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$665,213J 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... 12,242 12,242  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 10,770
b Gross sales price for all assets on line 6a 234,254
7 Capital gain net income (from Part IV, line 2)... 10,770
8 Net short-term capital gain......... 0
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 360    
12 Total. Add lines 1 through 11........ 23,372 23,012  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 12,075 12,075    
14 Other employee salaries and wages......   0 0 0
15 Pension plans, employee benefits.......   0 0  
16a Legal fees (attach schedule).........       0
b Accounting fees (attach schedule)....... Click to see attachment 850 850 0 0
c Other professional fees (attach schedule)....       0
17 Interest...............       0
18 Taxes (attach schedule) (see instructions)... Click to see attachment 189 189   0
19 Depreciation (attach schedule) and depletion... 0 0  
20 Occupancy..............        
21 Travel, conferences, and meetings.......   0 0  
22 Printing and publications..........   0 0  
23 Other expenses (attach schedule)....... Click to see attachment 273 273    
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 13,387 13,387 0 0
25 Contributions, gifts, grants paid....... 30,845 30,845
26 Total expenses and disbursements. Add lines 24 and 25 44,232 13,387 0 30,845
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -20,860
b Net investment income (if negative, enter -0-) 9,625
c Adjusted net income (if negative, enter -0-)... 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......... 18,150 45,964 45,964
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet     0 0
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 bullet0      
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)....... 272,572 Click to see attachment228,867 304,767
c Investments—corporate bonds (attach schedule)....... 260,604 Click to see attachment255,459 267,982
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........     0
14 Land, buildings, and equipment: basis bullet12,000
Less: accumulated depreciation (attach schedule) bullet   12,000 12,000 46,500
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 563,326 542,290 665,213
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
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........ 563,326 542,290
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)..... 563,326 542,290
30 Total liabilities and net assets/fund balances (see instructions). 563,326 542,290
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
563,326
2
Enter amount from Part I, line 27a .....................
2
-20,860
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
542,466
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
176
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
542,290
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 20. AXA EQUITABLE HOLDINGS INC   2018-05-23 2020-01-03
b 10. BANK AMER CORP COM   2017-01-13 2020-01-03
c 10. MICROSOFT CORPORATION   2008-05-06 2020-01-03
d 10. PFIZER   2018-01-26 2020-01-03
e 10. SCHWAB CHARLES CORP NEW COM   2019-07-26 2020-01-03
10. TJX COMPANIES INC.   2014-01-28 2020-01-03
20. APPLIED MATERIALS   2013-12-04 2020-01-15
10. CITIZENS FINANCIAL GROUP INC   2018-08-01 2020-01-15
10. COCA COLA CO   2016-07-29 2020-01-15
20. JACOBS ENGR GROUP INC DEL   2018-02-12 2020-01-15
10. MGM RESORTS INTERNATIONAL   2018-05-14 2020-01-15
10. METLIFE INC   2017-04-07 2020-01-15
30. MORGAN STANLEY GROUP INC. DEAN   2017-03-31 2020-01-15
10. VENTAS INC COM REIT   2019-06-06 2020-01-15
10. WEC ENERGY GROUP INC   2014-01-28 2020-01-15
8.566 INVESCO INTL GROWTH-Y   2010-11-18 2020-01-16
37.082 OAKMARK INTERNATIONAL FUND   2018-10-01 2020-01-16
741.159 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2013-06-17 2020-01-16
20. WEC ENERGY GROUP INC   2014-01-28 2020-01-17
20. WEC ENERGY GROUP INC   2014-01-28 2020-01-23
10. CENTENE CORP   2018-08-01 2020-01-29
9.334 DUPONT DE NEMOURS INC   2019-06-13 2020-02-10
23.666 DUPONT DE NEMOURS INC   2019-02-06 2020-02-10
10. MICROSOFT CORPORATION   2019-02-06 2020-02-21
10. APPLIED MATERIALS   2013-12-04 2020-02-27
2. ALPHABET INC CL-C   2018-09-19 2020-03-05
40. CITIZENS FINANCIAL GROUP INC   2019-09-25 2020-03-05
40. CITIZENS FINANCIAL GROUP INC   2018-07-06 2020-03-05
10. COSTCO WHSL CORP NEW   2018-01-26 2020-03-05
180.137 FIDELITY SPARTAN HIGH INCOME   2018-05-10 2020-03-05
10. HUNTINGTON INGALLS INDS INC COM   2019-08-02 2020-03-05
364.881 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2018-05-10 2020-03-05
70. SCHWAB CHARLES CORP NEW COM   2019-07-26 2020-03-05
351.675 VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL   2014-11-21 2020-03-05
475.549 VANGUARD SHORT-TERM FED-ADM #549   2011-03-04 2020-03-05
3. VISA INC. - CL A   2014-01-28 2020-03-05
46. OCCIDENTAL PETROLEUM CO   2015-04-08 2020-03-06
20. OCCIDENTAL PETROLEUM CO   2019-12-04 2020-03-10
24. OCCIDENTAL PETROLEUM CO   2019-02-06 2020-03-10
67. MGM RESORTS INTERNATIONAL   2019-02-06 2020-03-17
11. XPO LOGISTICS INC   2018-05-07 2020-03-17
10. MGM RESORTS INTERNATIONAL   2019-05-01 2020-03-18
43. MGM RESORTS INTERNATIONAL   2019-02-06 2020-03-18
1. ALPHABET INC CL-C   2018-09-19 2020-03-19
6. AGILENT TECHNOLOGIES INC COM   2019-07-03 2020-03-20
5. BOEING CO   2013-12-04 2020-03-20
8. BOSTON SCIENTIFIC   2019-02-06 2020-03-20
4. CENTENE CORP   2018-08-01 2020-03-20
39. COCA COLA CO   2019-02-06 2020-03-20
3. NORFOLK SOUTHERN CORP COMMON   2018-08-01 2020-03-20
1. TEXAS PAC LD TR SUB CTF PROP I T   2020-03-05 2020-03-20
91. VENTAS INC COM REIT   2020-03-05 2020-03-20
11. WOODWARD INC   2020-03-05 2020-03-20
6. XPO LOGISTICS INC   2018-04-13 2020-03-20
20. UNITED TECHNOLOGIES   2018-05-23 2020-03-27
3. LINDE PLC   2018-10-30 2020-03-27
70. DISCOVERY COMMUNICATIONS-C   2019-04-30 2020-03-30
15. WOODWARD INC   2020-03-06 2020-03-30
22. WOODWARD INC   2020-03-09 2020-04-01
62. EQUITABLE HOLDINGS INC   2018-08-01 2020-04-02
.472 INGERSOLL RAND INC   2013-12-04 2020-04-02
19. KKR & CO INC - A   2019-08-28 2020-04-02
20. EXPEDIA INC DEL COM NEW   2019-12-30 2020-04-03
14. CARMAX INC   2018-10-01 2020-04-07
13. LIBERTY SIRIUSXM GROUP   2019-11-14 2020-04-07
12. LIBERTY SIRIUSXM GROUP   2019-12-04 2020-04-07
14. RESTAURANT BRANDS INTERNATIONAL INC   2020-02-21 2020-04-08
65. LKQ CORP COM   2020-03-05 2020-04-16
13. ISHARES CORE MSCI EMERGING MARKETS ETF   2020-03-12 2020-04-20
340. ISHARES CORE MSCI EMERGING MARKETS ETF   2019-02-06 2020-04-20
18. CENTENE CORP   2018-08-01 2020-04-21
82.813 OAKMARK INTERNATIONAL FUND   2020-03-05 2020-04-21
869.718 OAKMARK INTERNATIONAL FUND   2019-02-07 2020-04-21
15. BOEING CO   2019-04-10 2020-05-11
15. APPLIED MATERIALS   2020-04-17 2020-05-13
40. APPLIED MATERIALS   2014-01-28 2020-05-13
4.508 LIBERTY MEDIA CORP - RIGHT   2020-05-21 2020-05-21
4. DOLLAR TREE INC COM   2019-12-04 2020-05-28
2. HOME DEPOT INC   2019-02-04 2020-05-28
4. LIBERTY MEDIA CORP - RIGHT   2020-05-21 2020-05-28
1. LIBERTY MEDIA CORP - RIGHT   2020-05-21 2020-06-03
101.487 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2018-05-10 2020-06-05
50.352 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2020-06-05
6. NEXSTAR MEDIA GROUP INC - CL A   2020-01-23 2020-06-05
14. PERFORMANCE FOOD GROUP CO   2020-03-10 2020-06-05
124.439 VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL   2011-03-04 2020-06-05
188.251 VANGUARD SHORT-TERM FED-ADM #549   2014-02-19 2020-06-05
120. PFIZER   2019-02-06 2020-06-18
12. KKR & CO INC - A   2019-08-28 2020-07-21
1. ALPHABET INC CL-C   2018-09-19 2020-07-22
9. CENTENE CORP   2019-07-03 2020-07-22
2. DANAHER CORP   2013-12-04 2020-07-22
4. DOLLAR TREE INC COM   2019-12-04 2020-07-22
7. ELECTRONIC ARTS COM   2019-03-08 2020-07-22
7. FACEBOOK INC-A   2019-04-24 2020-07-22
3. HOME DEPOT INC   2019-02-04 2020-07-22
15. MICROSOFT CORPORATION   2008-05-06 2020-07-22
1. THERMO ELECTRON CORPORATION   2020-04-14 2020-07-22
2. LINDE PLC   2019-04-18 2020-07-22
94.471 INVESCO INTL GROWTH-Y   2010-11-18 2020-07-23
177.121 METROPOLITAN WEST FDS #512 TOTAL RET CL I   2018-05-10 2020-07-23
51.085 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2020-07-23
320.536 PIMCO INVESTMENT GRADE CORP BOND FUND CLASS I   2013-06-17 2020-07-23
126.437 VANGUARD INTERMEDIATE TERM TREASURY ADMIRAL   2011-03-04 2020-07-23
191.182 VANGUARD SHORT-TERM FED-ADM #549   2014-02-19 2020-07-23
17. BOSTON SCIENTIFIC   2019-02-06 2020-07-29
5. UNITEDHEALTH GROUP INC COM   2019-02-06 2020-08-19
26. INGERSOLL RAND INC   2013-12-04 2020-08-24
30. TRANE TECHNOLOGIES PLC   2013-12-04 2020-08-24
9. POST HLDGS INC   2019-07-24 2020-09-14
11. POST HLDGS INC   2019-08-07 2020-09-15
9. BOSTON SCIENTIFIC   2018-07-06 2020-09-23
5. CHARTER COMMUNICATIONS   2019-10-04 2020-09-28
5. CHARTER COMMUNICATIONS   2019-10-04 2020-09-29
46. BOSTON SCIENTIFIC   2018-07-06 2020-10-19
3. DOLLAR GENERAL CORP   2020-03-30 2020-11-12
4. MIDDLEBY CORP   2019-07-18 2020-11-12
19. PERFORMANCE FOOD GROUP CO   2020-03-11 2020-11-12
22.862 INVESCO INTL GROWTH-Y   2020-03-13 2020-11-27
751.237 INVESCO INTL GROWTH-Y   2010-11-18 2020-11-27
10. MORGAN STANLEY GROUP INC. DEAN   2017-03-31 2020-12-02
5. VAIL RESORTS   2020-03-05 2020-12-04
1. ALPHABET INC CL-C   2018-09-19 2020-12-09
5. BROADCOM INC   2018-02-09 2020-12-09
27. CITIZENS FINANCIAL GROUP INC   2020-06-12 2020-12-09
7. DANAHER CORP   2013-12-04 2020-12-09
12. ELECTRONIC ARTS COM   2019-12-04 2020-12-09
10. FACEBOOK INC-A   2019-07-31 2020-12-09
34. MICROSOFT CORPORATION   2008-05-06 2020-12-09
58.27 NEUBERGER BERMAN EQUITY SER GENESIS INSTL   2019-03-01 2020-12-09
10. DOLLAR GENERAL CORP   2020-03-30 2020-12-21
5. UNIVERSAL DISPLAY CORP COM   2017-12-01 2020-12-21
2. LAM RESEARCH CORPORATION   2020-09-21 2020-12-28
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(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 487   436 51
b 349   230 119
c 1,593   299 1,294
d 390   390  
e 470   441 29
612   292 320
1,237   335 902
389   402 -13
567   436 131
1,849   1,256 593
331   324 7
518   472 46
1,579   1,298 281
575   637 -62
951   415 536
283   234 49
918   965 -47
8,168   8,527 -359
1,931   830 1,101
1,969   830 1,139
654   665 -11
482   695 -213
1,221   2,215 -994
1,776   1,061 715
576   168 408
2,693   2,341 352
1,213   1,393 -180
1,213   1,276 -63
3,214   1,989 1,225
1,578   1,564 14
2,150   2,053 97
4,156   3,773 383
2,472   3,007 -535
4,199   3,969 230
5,193   5,112 81
571   166 405
1,255   3,819 -2,564
275   769 -494
330   1,682 -1,352
687   2,108 -1,421
642   1,138 -496
60   259 -199
258   1,275 -1,017
1,107   1,171 -64
405   459 -54
491   657 -166
221   311 -90
201   266 -65
1,579   1,717 -138
385   506 -121
355   672 -317
2,217   5,199 -2,982
601   1,302 -701
258   594 -336
1,999   2,555 -556
503   495 8
1,219   2,013 -794
875   1,501 -626
1,202   1,932 -730
826   1,348 -522
10   7 3
413   489 -76
937   2,141 -1,204
799   987 -188
395   620 -225
365   574 -209
573   910 -337
1,288   2,045 -757
555   526 29
14,528   17,510 -2,982
1,208   1,005 203
1,289   1,696 -407
13,533   22,035 -8,502
1,946   4,310 -2,364
779   791 -12
2,077   669 1,408
       
389   357 32
498   371 127
43     43
13     13
1,160   1,049 111
3,006   2,786 220
599   773 -174
442   485 -43
1,497   1,400 97
2,067   2,023 44
3,978   4,480 -502
430   309 121
1,558   1,171 387
600   465 135
389   112 277
387   358 29
968   686 282
1,669   1,278 391
792   557 235
3,163   448 2,715
408   321 87
488   361 127
2,990   2,575 415
2,067   1,831 236
3,108   2,827 281
3,590   3,475 115
1,540   1,422 118
2,103   2,053 50
671   582 89
1,594   1,349 245
917   369 548
3,556   1,296 2,260
748   1,002 -254
916   1,096 -180
344   302 42
3,115   2,140 975
3,169   2,140 1,029
1,757   1,518 239
637   444 193
511   552 -41
827   584 243
807   588 219
26,534   20,478 6,056
638   431 207
1,406   988 418
1,824   1,171 653
2,111   1,167 944
970   775 195
1,556   392 1,164
1,591   1,210 381
2,842   1,952 890
7,278   1,016 6,262
4,076   3,224 852
2,089   1,479 610
1,188   715 473
955   612 343
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
      2,907
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       51
b       119
c       1,294
d        
e       29
      320
      902
      -13
      131
      593
      7
      46
      281
      -62
      536
      49
      -47
      -359
      1,101
      1,139
      -11
      -213
      -994
      715
      408
      352
      -180
      -63
      1,225
      14
      97
      383
      -535
      230
      81
      405
      -2,564
      -494
      -1,352
      -1,421
      -496
      -199
      -1,017
      -64
      -54
      -166
      -90
      -65
      -138
      -121
      -317
      -2,982
      -701
      -336
      -556
      8
      -794
      -626
      -730
      -522
      3
      -76
      -1,204
      -188
      -225
      -209
      -337
      -757
      29
      -2,982
      203
      -407
      -8,502
      -2,364
      -12
      1,408
       
      32
      127
      43
      13
      111
      220
      -174
      -43
      97
      44
      -502
      121
      387
      135
      277
      29
      282
      391
      235
      2,715
      87
      127
      415
      236
      281
      115
      118
      50
      89
      245
      548
      2,260
      -254
      -180
      42
      975
      1,029
      239
      193
      -41
      243
      219
      6,056
      207
      418
      653
      944
      195
      1,164
      381
      890
      6,262
      852
      610
      473
      343
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
       
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 10,770
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................................ 1 134
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........................... 3 134
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- ..... 5 134
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 180
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 180
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 46
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet46 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$   (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)
    bulletNH
    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 addressbullet  
    14
    The books are in care ofbulletTD Bank NA Telephone no.bullet (877) 773-1229

    Located atbullet5 COMMERCE PARK NORTHBEDFORDNH ZIP+4bullet03110
    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
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    TD Bank NA Trustee
    1     		12,075    
    5 Commerce Park North
    Bedford,NH03110
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................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
    541,222
    b
    Average of monthly cash balances.......................
    1b
    33,493
    c
    Fair market value of all other assets (see instructions)................
    1c
    46,500
    d
    Total (add lines 1a, b, and c).........................
    1d
    621,215
    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
    621,215
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    9,318
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    611,897
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    30,595
    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
    30,595
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    134
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    134
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    30,461
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    30,461
    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
    30,461
    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
    30,845
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
    0
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
    0
    b
    Cash distribution test (attach the required schedule) .................
    3b
    0
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    30,845
    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
    30,845
    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 30,461
    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...... 0
    b From 2016...... 0
    c From 2017...... 210
    d From 2018...... 140
    e From 2019...... 2,689
    fTotal of lines 3a through e........ 3,039
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 30,845
    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..... 30,461
    e Remaining amount distributed out of corpus 384
    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 3,423
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		3,423
    10 Analysis of line 9:
    a Excess from 2016.... 0
    b Excess from 2017.... 210
    c Excess from 2018.... 140
    d Excess from 2019.... 2,689
    e Excess from 2020.... 384
    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).)
    NONE
    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.
    NONE
    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:
    LEAH MACDALL
    C/O TD BANK NA 5 Commerce Park No
    Bedford,NH03110
    (877) 773-1229
    bThe form in which applications should be submitted and information and materials they should include:
    AVAILABLE UPON REQUEST
    cAny submission deadlines:
    APRIL 15TH EACH YEAR
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    AWARDS LIMITED TO THOSE INVOLVED IN MUSIC EDUCATION, PREVENTION OF CRUELTY TO ANIMALS, LAND PRESERVATION AND VICTIMS OF CRIMINAL DELINQUENCY
    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
    SOCIETY FOR THE PROTECTION OF NH
    FORESTS
    54 PORTSMOUTH STREET
    CONCORD,NH03301     		NONE PC DAILY OPERATIONS 1,345
    ANIMAL RESCUE LEAGUE OF
    NEW HAMPSHIRE
    545 ROUTE 101
    BEDFORD,NH03110     		NONE 501(C)(3) DAILY OPERATIONS 2,000
    POPE MEMORIAL SPCA
    OF CONCORD MERRIMACK COUNTY
    94 SILK FARM ROAD
    CONCORD,NH03301     		NONE 510(C)(3) DAILY OPERATIONS 2,000
    BEAVER BROOK ASSOCIATION
    117 RIDGE ROAD
    HOLLIS,NH03049     		NONE PC DAILY OPERATIONS 2,000
    HARBOR HOMES INC
    77 NORTHEASTERN BLVD
    NASHUA,NH03062     		NONE 501(C)(3) DAILY OPERATIONS 4,000
    MANCHESTER COMMUNITY MUSIC SCHOOL
    2291 ELM STREET
    MANCHESTER,NH03104     		NONE PC DAILY OPERATIONS 1,000
    COURT APPOINTED SPECIAL ADVOCATES
    OF NEW HAMPSHIRE
    PO BOX 1327
    MANCHESTER,NH031051327     		NONE 501(C)(3) DAILY OPERATIONS 2,000
    THE GRAPEVINE FAMILY & COMMUNITY
    RESOURCE CENTER
    4 AIKEN STREET
    ANTRIM,NH03440     		NONE PC DAILY OPERATIONS 1,500
    NH AUDUBON
    DOUGLAS A BECHTEL PRESIDENT
    84 SILK FARM ROAD
    CONCORD,NH03301     		NONE PC DAILY OPERATIONS 1,000
    NEW ENGLAND KURN HATTIN HOMES
    708 KURN HATTIN ROAD
    WESTMINSTER,VT05158     		NONE PC DAILY OPERATIONS 2,000
    WINDHAM COUNTY HUMANE SOCIETY
    ATTN ANNIE GUION
    PO BOX 397
    BRATTLEBORO,VT05302     		NONE PC DAILY OPERATIONS 2,000
    CONCORD COMMUNITY MUSIC SCHOOL
    ATTN PEGGY SENTER
    23 WALL STREET
    CONCORD,NH03301     		NONE PC DAILY OPERATIONS 2,000
    UPREACH THERAPEUTIC RIDING CENTER
    153 PAIGE HILL ROAD
    GOFFSTOWN,NH03045     		NONE PC DAILY OPERATIONS 2,500
    THE MAYHEW PROGRAM
    NEWFOUND LAKE
    PO BOX 120
    BRISTOL,NH03222     		NONE PC DAILY OPERATIONS 1,500
    DRAFT GRATITUDE
    148 ASHUELOT STREET
    WINCHESTER,NH03470     		NONE 501(C)(3) DAILY OPERATIONS 2,000
    LIVE AND LET LIVE FARM INC
    20 PARADISE LANE
    CHICHESTER,NH03258     		NONE PC DAILY OPERATIONS 2,000
    Total .................................bullet 3a 30,845
    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 12,242  
    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 10,770  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    a990PF REFUND     		    1 360  
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e)..   23,372  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    23,372
    (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:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEE (NON-ALLOC 850 850    

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Name of Bond End of Year Book Value End of Year Fair Market Value
    4089.808 FIDELITY HIGH INCOME 35,185 35,745
    3887.270 METROPOLITAN WEST FDS 40,690 43,460
    7641.565 PIMCO INVESGTMENT GRA 80,259 86,273
    3189.413 VANGUARD INTM TERM TR 35,710 37,316
    5920.757 VANGUARD SHORT-TERM F 63,615 65,188

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Name of Stock End of Year Book Value End of Year Fair Market Value
    26 CARMAC INC 1,867 2,456
    50 DOLLAR TREE INC COM 4,084 5,402
    15 HOME DEPOT INC 1,728 3,984
    10 INTL FLAVORS & FRAGRANCES I 1,302 1,088
    78 LIBERTY SIRIUSXM G ROUP 3,423 3,369
    33 NEXSTAR MEDIA GROUP INC - C 3,659 3,603
    51 RESTAURANT BRANDS INTERNATI 2,930 3,117
    60 TJX COMPANIES INC 1,948 4,097
    27 V F CORP 2,216 2,306
    31 COCA C OLA CO 1,380 1,700
    32 LAMB WESTON HOLDINGS INC 2,100 2,520
    38 MCCORMICK & CO 2,812 3,633
    48 PERFORMANCE FOOD GROUP CO 796 2,285
    34 WAL MART STORES INC 4,013 4,901
    5 TEXAS PAC LD TR SUB CTF PROP 3,423 3,635
    10 WILLIS TOWERS WATSON 1,285 2,107
    70 AMERICAN INTL GROUP INC COM 3,325 2,650
    140 BANK AMER C ORP 3,347 4,243
    110 BANK OZK 4,593 3,440
    42 CITIZENS FINANCIAL GROUP IN 1,037 1,502
    108 EQUITABLE HOLDINGS INC 2,163 2,764
    30 JONES LANG LASALLE INC COM 4,328 4,451
    89 KKR & CO INC - A 2,274 3,604
    80 METLIFE INC 3,744 3,756
    60 MORGAN STANLEY 2,529 4,112
    19 SIGNATURE BANK 2,529 2,571
    20 VISA INC - CL A 1,456 4,375
    40 WESTERN ALLIANCE BANCORP 1,990 2,398
    44 AGILENT TECHNOLOGIES INC 3,268 5,214
    20 ALEXION PHARMACEUTICALS INC 2,292 3,125
    72 CENTENE CORP 3,985 4,322
    20 CHARLES FIV LABS INTL INC 2,684 4,997
    46 MERCK & CO INC NEW COM 3,588 3,763
    10 THERMO FISHER SCIENTIFIC IN 2,996 4,658
    15 UNITEDHEALTHY GROUP INC 1,579 5,260
    30 A METEK AEROSPACE PRODUCTS 2,267 3,628
    21 DANAHER CORP SHS BEN INT 1,177 4,665
    20 HACOBS ENGR GROUP INC DEL 1,298 2,179
    9 MARTIN MARIETTA MATLS INC CO 1,584 2,556
    16 MIDDLEBY CORP 2,207 2,063
    17 NORFOLK SOUTHERN CORP 2,010 4,039
    10 NORTHROP CORP 3,540 3,352
    19 UNIVERSAL DISPLAY CORP COM 2,927 4,366
    23 XPO LOGISTICS INC 1,485 2,742
    12 ARISTA NETWORKS INC 2,813 3,487
    25 ASPEN TECHNOLOGY INC 2,939 3,256
    15 BROADCOM INC 4,192 6,568
    173 D ROPBOX INC - CLASS A 3,156 3,839
    10 LAM RESEARCH CORPORATION 2,509 4,723
    67 MICROSOFT CORPORATION 7,543 14,902
    77 MICRON TECHNOLOGY INC COM 3,327 5,789
    15 LINDE PLC 2,597 3,953
    5 ALPHABET INC CL-C 5,853 8,759
    34 ELECTRONIC ARTS COM 3,445 4,882
    32 FACEBOOK INC-A 5,707 8,741
    40 T-MOBILE US INC 4,549 5,394
    37 NEXTERA ENERGY PARTNERS LP 2,369 2,481
    986.497 HARDING LOEVNER INTL E 26,813 28,036
    696.235 NEUBERGER BERMAN EQUIT 39,887 48,959

    TY 2020 OtherDecreasesSchedule
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Description Amount
    RETURN OF CAPITAL ADJUSTMENT 149
    ROUNDING ADJUSTMENT 27


    TY 2020 OtherExpensesSchedule
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OTHER NON-ALLOCABLE EXPENSE - 235 235   0
    OTHER NON-ALLOCABLE EXPENSE - 38 38   0


    TY 2020 OtherIncomeSchedule2
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    990PF REFUND 360 0  


    TY 2020 TaxesSchedule
    Name:
    ROBIN COLSON MEMORIAL FOUNDATION TR XXX-XX-XXXX
    EIN:
    02-6091650
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 29 29   0
    REAL ESTATE TAX ON NON-RENTAL 121 121   0
    FOREIGN TAXES ON QUALIFIED FOR 39 39   0