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
HELEN AND GEORGE LADD
CHARITABLE CORPORATION #0720995
Number and street (or P.O. box number if mail is not delivered to street address)NUTTER MCCLENNEN FISH LLP POB 5140
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
BOSTON, MA02205
A Employer identification number

04-2767890
B Telephone number (see instructions)

(617) 439-2498
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$13,068,658J 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 1,821 1,821  
4 Dividends and interest from securities... 281,081 281,081  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 1,024,393
b Gross sales price for all assets on line 6a 2,459,829
7 Capital gain net income (from Part IV, line 2)... 1,041,991
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule).......      
12 Total. Add lines 1 through 11........ 1,307,295 1,324,893  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule)......... Click to see attachment 8,551 6,413   2,138
b Accounting fees (attach schedule).......        
c Other professional fees (attach schedule).... Click to see attachment 66,597 49,948   16,649
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 10,577 10,577   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 125 0   125
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 85,850 66,938   18,912
25 Contributions, gifts, grants paid....... 531,640 531,640
26 Total expenses and disbursements. Add lines 24 and 25 617,490 66,938   550,552
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 689,805
b Net investment income (if negative, enter -0-) 1,257,955
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............. 500 500 500
2 Savings and temporary cash investments......... 288,781 798,918 798,918
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) 447,879 Click to see attachment148,875 151,875
b Investments—corporate stock (attach schedule)....... 3,220,331 Click to see attachment3,802,398 10,013,127
c Investments—corporate bonds (attach schedule)....... 2,005,316 Click to see attachment1,901,921 2,095,738
11 Investments—land, buildings, and equipment: basis bullet8,500
Less: accumulated depreciation (attach schedule) bullet   8,500 8,500 8,500
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule)..........      
14 Land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
15 Other assets (describe bullet)      
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 5,971,307 6,661,112 13,068,658
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 5,524,370 5,524,370
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 446,937 1,136,742
29 Total net assets or fund balances (see instructions)..... 5,971,307 6,661,112
30 Total liabilities and net assets/fund balances (see instructions). 5,971,307 6,661,112
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
5,971,307
2
Enter amount from Part I, line 27a .....................
2
689,805
3
Other increases not included in line 2 (itemize) bullet
3
0
4
Add lines 1, 2, and 3 ..........................
4
6,661,112
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
6,661,112
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 280 SHS ABBVIE INC P 2005-07-25 2020-01-13
b 500 SHS ABBVIE INC P 2005-07-25 2020-07-27
c 200 SHS APPLE INC P 2015-09-18 2020-06-01
d 130 SHS APPLE INC P 2013-04-08 2020-07-27
e 50 SHS APPLE INC P 2015-09-18 2020-07-27
1,350 SHS CARRIER GLOBAL CORP P 2012-07-30 2020-06-01
340 SHS EXXON MOBILE CORPORATION P 1992-08-14 2020-02-06
1,180.30 SHS EXXON MOBILE CORPORATION P 1987-09-01 2020-03-05
419.70 SHS EXXON MOBILE CORPORATION P 1992-08-14 2020-03-05
1,460 SHS EXXON MOBILE CORPORATION P 1987-09-01 2020-07-01
6,000 SHS GENERAL ELECTRIC CO P 1988-11-14 2020-03-27
2,400 SHS GENERAL ELECTRIC CO P 1990-11-05 2020-03-27
2,600 SHS GENERAL ELECTRIC CO P 1987-09-03 2020-03-27
180 SHS INT'L BUSINESS MACHINES P 1988-11-14 2020-01-13
500 SHS INT'L BUSINESS MACHINES P   2020-03-05
1,120 SHS INT'L BUSINESS MACHINES P   2020-07-01
2,000 SHS I-SHARES RUSSELL 2000 ETF P   2020-03-27
500 SHS JOHNSON & JOHNSON P 1990-09-11 2020-07-27
350 SHS MICROSOFT CORP P 2002-08-02 2020-07-27
675 SHS OTIS WORLDWIDE CORP P 2012-07-30 2020-06-01
300 SHS PROCTER & GAMBLE CO P 1991-06-28 2020-07-27
1,350 SHS RAYTHEON TECHNOLOGIES CORP P 2012-07-30 2020-07-27
4,500 SHS ROYAL DUTCH SHELL PLC-ADR A P   2020-02-06
150 SHS UNITED TECHNOLOGIES CORP P 2012-07-30 2020-01-13
2,500 SHS WALGREENS BOOTS ALLIANCE, INC P 1992-03-30 2020-02-06
5,000 SHS WELLS FARGO & COMPANY P 2007-12-19 2020-07-01
100,000 SHS SHELL INT'L FINANCE B.V NOTE 4 3/8% DUE 3/25/20 P 2018-05-16 2020-03-25
150,000 SHS U.S TREASURY NOTE 2 3/8% DUE 4/30/20 P 2019-04-29 2020-04-30
150,000 SHS U.S TREASURY NOTE 1 7/8% DUE 6/30/20 P 2013-07-19 2020-06-30
500 SHS WELLS FARGO & COMPANY P 2020-02-04 2020-07-01
1,020 SHS ABBVIE INC P 2005-07-25 2020-10-09
650 SHS APPLE INC P 2013-04-08 2020-10-09
200 SHS JOHNSON & JOHNSON P 1990-09-11 2020-10-09
1,000 SHS ABBVIE INC P 2015-07-25 2020-12-16
(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 25,180   6,719 18,461
b 49,098   11,999 37,099
c 64,233   22,726 41,507
d 48,499   7,894 40,605
e 18,653   5,681 12,972
27,041   17,360 9,681
20,424   4,222 16,202
61,730   11,641 50,089
21,950   5,212 16,738
64,516   14,399 50,117
45,748   22,227 23,521
18,299   10,691 7,608
19,824   13,071 6,753
24,585   5,269 19,316
65,511   14,422 51,089
133,490   28,295 105,195
222,077   219,532 2,545
74,998   4,067 70,931
71,097   7,766 63,331
34,689   26,029 8,660
37,883   2,249 35,634
85,305   57,915 27,390
233,140   237,749 -4,609
23,043   11,256 11,787
130,509   11,041 119,468
127,604   152,880 -25,276
100,000   102,784 -2,784
150,000   149,965 35
150,000   149,039 961
12,760   23,768 -11,008
88,747   24,478 64,269
74,787   9,867 64,920
29,583   1,627 27,956
104,826   23,998 80,828
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       18,461
b       37,099
c       41,507
d       40,605
e       12,972
      9,681
      16,202
      50,089
      16,738
      50,117
      23,521
      7,608
      6,753
      19,316
      51,089
      105,195
      2,545
      70,931
      63,331
      8,660
      35,634
      27,390
      -4,609
      11,787
      119,468
      -25,276
      -2,784
      35
      961
      -11,008
      64,269
      64,920
      27,956
      80,828
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 1,041,991
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 17,486
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 17,486
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 17,486
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 9,200
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 18,000
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 27,200
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 9,714
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,714 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletMA
    b
    If the answer is "Yes" to line 7, has the foundation furnished a copy of Form 990-PF to the Attorney
    General (or designate) of each state as required by General Instruction G? If "No," attach explanation .
    8b
    Yes
     
    9
    Is the foundation claiming status as a private operating foundation within the meaning of section 4942(j)(3)
    or 4942(j)(5) for calendar year 2020 or the taxable year beginning in 2020? See the instructions for Part XIV.
    If "Yes," complete Part XIV .............................
    9
     
    No
    10
    Did any persons become substantial contributors during the tax year? If "Yes," attach a schedule listing their names
    and addresses. ...............................
    10
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 5
    Part VII-A
    Statements Regarding Activities (continued)
    11
    At any time during the year, did the foundation, directly or indirectly, own a controlled entity within the
    meaning of section 512(b)(13)? If "Yes," attach schedule. See instructions .............
    11
     
    No
    12
    Did the foundation make a distribution to a donor advised fund over which the foundation or a disqualified person had
    advisory privileges? If "Yes," attach statement. See instructions.................
    12
     
    No
    13
    Did the foundation comply with the public inspection requirements for its annual returns and exemption application?
    13
    Yes
     
    Website addressbulletN/A
    14
    The books are in care ofbulletNUTTER MCCLENNEN & FISH LLP Telephone no.bullet (617) 439-2000

    Located atbulletSEAPORT WEST 155 SEAPORT BLVDBOSTONMA ZIP+4bullet022102604
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    J SCOTT LADD PRESIDENT/DIRECTOR
    0.00     		0 0 0
    C/O NUTTERMCCLENNEN FISH POB 51400
    BOSTON,MA02205
    WILLIAM L LADD DIRECTOR
    0.00     		0 0 0
    C/O NUTTERMCCLENNEN FISH POB 51400
    BOSTON,MA02205
    PETER R BROWN CLERK/DIRECTOR
    0.00     		0 0 0
    C/O NUTTERMCCLENNEN FISH POB 51400
    BOSTON,MA02205
    G MICHAEL LADD DIRECTOR
    0.00     		0 0 0
    C/O NUTTERMCCLENNEN FISH POB 51400
    BOSTON,MA02205
    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
    NUTTERMCCLENNEN &FISHLLP TRUSTEE, LEGAL & TAX PREPARATION FEES 75,148
    SEAPORT WEST 155 SEAPORT BLVD
    BOSTON,MA02210
    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 N/A 0
    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 0
    2  
    All other program-related investments. See instructions.
    3 Click to see attachment 0
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,290,525
    b
    Average of monthly cash balances.......................
    1b
    731,715
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,022,240
    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
    12,022,240
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    180,334
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    11,841,906
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    592,095
    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
    592,095
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    17,486
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    17,486
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    574,609
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    574,609
    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
    574,609
    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
    550,552
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    550,552
    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
    550,552
    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 7 574,609
    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...... 41,663
    b From 2016...... 50,201
    c From 2017...... 67,824
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 159,688
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 550,552
    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..... 550,552
    e Remaining amount distributed out of corpus 0
    5 Excess distributions carryover applied to 2020. 24,057 24,057
    (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 5 135,631
    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) ...     		17,606
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		118,025
    10 Analysis of line 9:
    a Excess from 2016.... 50,201
    b Excess from 2017.... 67,824
    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:
    NUTTER MCCLENNEN FISH LLP
    155 SEAPORT BLVD
    BOSTON,MA02205
    (617) 439-2503
    bThe form in which applications should be submitted and information and materials they should include:
    LETTER DESCRIBING ORGANIZATION AND PROPOSED USE OF FUNDS REQUESTED.
    cAny submission deadlines:
    NONE
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    NONE
    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
    A COMPANY OF GIRLS
    PO BOX 7527
    PORTLAND,ME04112     		NONE PUBLIC GENERAL FUND 2,500
    ARTHRITIS FOUNDATION
    6 CHENELL DRIVE
    CONCORD,NH03301     		NONE PUBLIC GENERAL FUND 50
    BATES COLLEGE MAINE
    2 ANDREWS RD
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND/REBUILDING TOGETHER 57,000
    CAMP SUNSHINE
    35 ARCADIA RD
    CASCO,ME04015     		NONE PUBLIC GENERAL FUND 6,000
    CAMP SUSAN CURTIS
    236 ALLEN ROAD
    STONEHAM,ME04231     		NONE PUBLIC GENERAL FUND 5,000
    CATHOLIC CHARITIES MAINE SEARCH
    270 MINOT AVE B
    AUBURN,ME04210     		NONE PUBLIC GENERAL FUND 15,000
    CHILDRENS DISCOVERY MUSEUM
    171 CAPITOL ST 2
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 2,000
    COBSCOOK COMMUNITY LEARNING CENTER
    10 COMMISSARY POINT RD
    LUBEC,ME04652     		NONE PUBLIC GENERAL FUND 10,000
    CODA CHORUS
    PO BOS 146
    WINTHROP,ME04364     		NONE PUBLIC GENERAL FUND 1,000
    COMMUNITY DENTAL
    366 US ROUTE ONE
    FALMOUTH,ME04105     		NONE PUBLIC GENERAL FUND 7,500
    EPILEPSY FOUNDATION
    540 GALLIVAN BLVD 200
    BOSTON,MA02124     		NONE PUBLIC GENERAL FUND 50
    FIGURES OF SPEECH THEATRE
    77 DURHAM ROAD
    FREEPORT,ME04032     		NONE PUBLIC GENERAL FUND 5,000
    FRANKLIN COMMUNITY HEALTH NETWORK
    111 FRANKLIN HEALTH COMMONS
    FARMINGTON,ME04938     		NONE PUBLIC GENERAL FUND 12,500
    GOOD SHEPARD FOOD BANK
    3121 HOTEL ROAD
    AUBURN,ME04210     		NONE PUBLIC GENERAL FUND 20,000
    GRACE - STREET MINISTRY
    PO BOX 7967
    PORTLAND,ME04112     		NONE PUBLIC GENERAL FUND 3,000
    HOME INC
    PO BOX 10
    ORLAND,ME04472     		NONE PUBLIC GENERAL FUND 11,500
    HEALTHY COMMUNITY COALITION
    105 MT BLUE CIRCLE 1
    FARMINGTON,ME04938     		NONE PUBLIC GENERAL FUND 7,500
    JOBS FOR MAINE GRADUATES
    45 COMMERCE DRIVE
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 7,500
    JOHNSON HALL PERFORMING ARTS
    280 WATER STREET
    GARDINER,ME04345     		NONE PUBLIC GENERAL FUND 5,000
    KENNEBEC BEHAVIORAL HEALTH
    23 WESTERN AVE
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 4,000
    KENNEBEC LAND TRUST
    134 MAIN STREET
    WINTHROP,ME04364     		NONE PUBLIC GENERAL FUND 5,000
    KENNEBEC PERFORMING ARTS COMPANY
    PO BOX 481
    AUGUSTA,ME04332     		NONE PUBLIC GENERAL FUND 1,000
    LA ARTS
    221 LISBON ST
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 5,000
    LITERACY VOLUNTEERS OF AUGUSTA
    12 SPRUCE STREET
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 4,000
    MAINE ALLIANCE FOR ARTS EDUCATION
    PO BOX 872
    AUGUSTA,ME04332     		NONE PUBLIC GENERAL FUND 5,000
    MAINE CENTER FOR ECONOMIC POLICY
    66 WINTHROP STREET
    AUGUSTA,ME04332     		NONE PUBLIC GENERAL FUND 3,500
    MAINE CHILDREN'S HOME FOR LITTLE WANDERERS
    93 SILVER STREET
    WATERVILLE,ME04901     		NONE PUBLIC GENERAL FUND 200
    MAINE DENTAL HEALTH OUTREACH
    676 OLD LEWISTON ROAD
    WINTHROP,ME04364     		NONE PUBLIC GENERAL FUND 2,000
    MAINE EQUAL JUSTICE
    126 SEWALL STREET
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 9,500
    MAINE HUMANITIES COUNCIL
    674 BRIGHTON AVE
    PORTLAND,ME04102     		NONE PUBLIC GENERAL FUND 7,500
    MAINE MUSIC SOCIETY
    211 LISBON STREET
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 1,000
    MAINE PHILANTHROPY CENTER
    314 FOREST AVE
    PORTLAND,ME04101     		NONE PUBLIC GENERAL FUND 2,370
    MAINE PUBLIC BROADCASTING
    1450 LISBON STREET
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 10,000
    MAINE PUBLIC BROADCASTING
    1450 LISBON STREET
    LEWISTON,ME04240     		NONE PUBLIC MAINE HIGH SCHOOL QUIZ SHOW 10,000
    MAINE WOMEN'S FUND
    74 LUNT ROAD 100
    FALMOUTH,ME04105     		NONE PUBLIC GENERAL FUND 5,000
    NATIONAL URBAN LEAGUE
    120 WALL STREET
    NEW YORK,NY10005     		NONE PUBLIC GENERAL FUND 250
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 5,500
    NEW ENGLAND VILLAGES
    664 SCHOOL STREET
    PEMBROKE,MA02359     		NONE PUBLIC GENERAL FUND 1,000
    PASSAMAQUODDY BAY SYMPHONY ORCHESTRA
    PO BOX 114
    EASTPORT,ME04631     		NONE PUBLIC GENERAL FUND 3,000
    PINE TREE HOSPICE
    3 W MAIN STREET
    DOVERFOXCROFT,ME04426     		NONE PUBLIC GENERAL FUND 2,500
    PINE TREE SOCIETY FOR HANDICAPPED
    149 FRONT STREET
    BATH,ME04530     		NONE PUBLIC GENERAL FUND 500
    PORTLAND STAGE COMPANY
    25 FOREST AVE
    PORTLAND,ME04101     		NONE PUBLIC GENERAL FUND 3,000
    PROCTOR ACADEMY
    204 MAIN STREET
    ANDOVER,NH03216     		NONE PUBLIC GENERAL FUND 3,000
    PUBLIC THEATER
    31 MAPLE ST
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 7,500
    ROCKLAND DISTRICT NURSING
    PO BOX 1713
    ROCKLAND,ME04841     		NONE PUBLIC GENERAL FUND 3,000
    RURAL COMMUNITY ACTION MINISTRY
    81 CHURCH HILL ROAD
    LEEDS,ME04263     		NONE PUBLIC GENERAL FUND 7,500
    SAFE VOICES
    PO BOX 713
    AUBURN,ME04210     		NONE PUBLIC GENERAL FUND 25,000
    SALVATION ARMY
    297 CUMBERLAND AVE
    PORTLAND,ME04104     		NONE PUBLIC GENERAL FUND 1,000
    SKIDMORE COLLEGE NEW YORK
    815 NORTH BROADWAY
    SARATOGA SPRINGS,NY12866     		NONE PUBLIC EDUCATION 61,000
    ST MARY'S NUTRITION CENTER
    208 BATES STREET
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 5,000
    SWEETSER
    50 MOODY STREET
    SACO,ME040720892     		NONE PUBLIC GENERAL FUND 4,000
    THEATER AT MONMOUTH
    796 MAINE STREET
    MONMOUTH,ME04259     		NONE PUBLIC GENERAL FUND 7,000
    TOWN OF WAYNE MAINE
    48 POND ROAD
    WAYNE,ME04284     		NONE PUBLIC/MUNI GENERAL FUND/LADD REC CTR CAPITAL FUND 82,270
    TOWN OF WAYNE MAINE LADD SPECIAL FUND
    48 POND ROAD
    WAYNE,ME04284     		NONE PUBLIC SPECIAL FUND 500
    TREE STREET YOUTH
    144 HOWE ST
    LEWISTON,ME04240     		NONE PUBLIC GENERAL FUND 3,500
    UNITED NEGRO COLLEGE FUND
    8260 WILLOW OAKS CORP DR
    FAIRFAX,ME02203     		NONE PUBLIC GENERAL FUND 250
    UNITED WAY OF KENNEBEC VALLEY
    228 WATER STREET
    AUGUSTA,ME04330     		NONE PUBLIC GENERAL FUND 500
    WASHBURN-NORLANDS FOUNDATION
    290 NORLANDS RD
    LIVERMORE,ME04253     		NONE PUBLIC GENERAL FUND 7,100
    WAYFINDER SCHOOLS
    PO BOX 555
    CAMDEN,ME04843     		NONE PUBLIC GENERAL FUND 10,000
    WAYNE COMMUNITY CHURCH
    200 MAIN STREET
    WAYNE,ME04284     		NONE PUBLIC GENERAL FUND 1,000
    WAYNE FIRE DEPARTMENT
    40 KENT HILL RD
    WAYNE,ME04284     		NONE PUBLIC/MUNI GENERAL FUND 250
    WAYNE LIBRARY ASSOCIATION
    PO BOX 127
    WAYNE,ME04284     		NONE PUBLIC GENERAL FUND 850
    WAYSIDE FOOD PROGRAMS
    135 WALTON ROAD
    PORTLAND,ME04104     		NONE PUBLIC GENERAL FUND 5,000
    WINTHROP FOOD PANTRY
    25A HIGH ST PO BOX 82
    WINTHROP,ME04364     		NONE PUBLIC GENERAL FUND 2,500
    YMCA OF LEWISTON-AUBURN
    62 TURNER STREET
    AUBURN,ME04210     		NONE PUBLIC GENERAL FUND 25,000
    Total .................................bullet 3a 531,640
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		    14 1,821  
    4 Dividends and interest from securities....     14 281,081  
    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 1,024,393  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 1,307,295 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    1,307,295
    (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 AllOthProgRltdInvestmentsSch
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Category Amount
    N/A 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Name of Bond End of Year Book Value End of Year Fair Market Value
    CORPORATE BONDS 1,901,921 2,095,738

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Name of Stock End of Year Book Value End of Year Fair Market Value
    CORPORATE STOCK 3,802,398 10,013,127

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    US Government Securities - End of Year Book Value:

    148,875
    US Government Securities - End of Year Fair Market Value:

    151,875
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 LegalFeesSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NUTTER MCCLENNEN & FISH LLP 8,551 6,413   2,138


    TY 2020 OtherExpensesSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    MASS FORM PC ANNUAL FILING REPORT 125 0   125


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    NUTTER MCCLENNEN & FISH LLP 66,597 49,948   16,649


    TY 2020 TaxesSchedule
    Name:
    HELEN AND GEORGE LADD
     
    CHARITABLE CORPORATION #0720995
    EIN:
    04-2767890
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    2019 ESTIMATES 10,577 10,577   0