Form990-PF
Click to see attachment

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 07-01-2020 , and ending 06-30-2021
Name of foundation
LYMAN FUND INC
 
Number and street (or P.O. box number if mail is not delivered to street address)C/O ALLISON RANDALL 281 CONVERSE RD
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
TEMPLE, NH03084
A Employer identification number

02-0471515
B Telephone number (see instructions)

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$1,345,124J 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 11 11 11
4 Dividends and interest from securities... 23,678 23,678 23,678
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 40,921
b Gross sales price for all assets on line 6a 182,759
7 Capital gain net income (from Part IV, line 2)... 40,921
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........ 64,610 64,610 23,689
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc.        
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 875 875 875  
c Other professional fees (attach schedule)....        
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 538 538 538  
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 list of attachments 5,436 5,436 5,436  
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 6,849 6,849 6,849 0
25 Contributions, gifts, grants paid....... 48,100 48,100
26 Total expenses and disbursements. Add lines 24 and 25 54,949 6,849 6,849 48,100
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements 9,661
b Net investment income (if negative, enter -0-) 57,761
c Adjusted net income (if negative, enter -0-)... 16,840
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......... 141,418 50,682 50,682
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) 45,010 Click to see attachment15,010 15,779
b Investments—corporate stock (attach schedule)....... 479,731 Click to see attachment430,130 813,285
c Investments—corporate bonds (attach schedule)....... 158,623 Click to see attachment331,621 335,378
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 120,000 Click to see attachment130,000 130,000
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) 944,782 957,443 1,345,124
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................   3,000
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22).........   3,000
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........... 944,782  
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........    
27 Paid-in or capital surplus, or land, bldg., and equipment fund    
28 Retained earnings, accumulated income, endowment, or other funds    
29 Total net assets or fund balances (see instructions)..... 944,782 954,443
30 Total liabilities and net assets/fund balances (see instructions). 944,782 957,443
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
944,782
2
Enter amount from Part I, line 27a .....................
2
9,661
3
Other increases not included in line 2 (itemize) bullet
3
 
4
Add lines 1, 2, and 3 ..........................
4
954,443
5
Decreases not included in line 2 (itemize) bullet
5
 
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
954,443
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 15000 JP MORGAN CHASE & CO P 2014-05-27 2020-07-22
b 5000 DIGITAL RLTY TE LP GREEN P 2017-09-08 2020-08-03
c 10000 DIGITAL RLTY TE LP GREEN P 2016-03-17 2020-08-03
d 9 EATON CORPORATION PLC P 2015-09-15 2020-09-16
e 13 EATON CORPORATION PLC P 2018-08-30 2020-09-16
10 HOME DEPOT INC COM P 2018-08-30 2020-09-16
10 INTERNATIONAL FLAVORS & FRAG COM P 2017-03-20 2020-09-16
17 MEDTRONIC PLC P 2018-08-30 2020-09-16
8 MEDTRONIC PLC P 2018-12-19 2020-09-16
12 MCCORMICK & CO P 2016-09-27 2020-09-16
116 MARATHON PETROLEUM P 2012-05-17 2020-09-16
5 ROCKWELL AUTOMATION INC P 2014-05-19 2020-09-16
3 ROCKWELL AUTOMATION INC P 2015-06-15 2020-09-16
20 TRANE TECHNOLOGIES PLC P 2018-08-30 2020-09-16
50 VERIZON COMMUNICATIONS P 2018-09-13 2020-09-16
14 WASTE MGMT INC P 2018-08-30 2020-09-16
1 WASTE MGMT INC P 2018-12-19 2020-09-16
30 FACEBOOK INC A P 2017-12-12 2020-09-16
2 FACEBOOK INC A P 2018-08-30 2020-09-16
395 HOST HOTELS & RESORTS INC P 2019-12-18 2020-11-09
47 APPLE INC P 2018-09-13 2021-03-17
16 AFLAC INC COM P 2018-08-30 2021-03-17
13 AFLAC INC COM P 2010-11-16 2021-03-17
31 AVANGRID INC P 2018-08-30 2021-03-17
6 AMERICAN TOWER CORP NEW P 2019-06-13 2021-03-17
49 ATMOS ENERGY CORP P 2018-03-26 2021-03-17
15 ATMOS ENERGY CORP P 2018-08-30 2021-03-17
49 BK OF AMERICA CORP P 2019-12-18 2021-03-17
27 BECTON DICKINSON & CO P 2016-09-27 2021-03-17
17 BLACKBAUD INC COM P 2018-08-30 2021-03-17
55 BLACKBAUD INC COM P 2017-09-19 2021-09-17
1 ALPHABET INC CAP STK P 2018-09-13 2021-03-17
5 GRAINGER WW INC P 2013-08-27 2021-03-17
11 MASTERCARD INCORPORATION P 2018-08-30 2021-03-17
10 MICROSOFT CORP P 2018-08-30 2021-03-17
4 NVIDIA CORPORATION P 2020-09-16 2021-03-17
20 OMNICOM GROUP INC P 2016-12-08 2021-03-17
12 PROLOGIS INC P 2019-09-19 2021-03-17
8 PNC FINANCIAL SERVICES P 2019-12-18 2021-03-17
7 UNITED PARCEL SERVICE P 2019-09-19 2021-03-17
25 APPLE INC P 2018-09-13 2021-04-28
1 APPLE INC P 2018-08-30 2021-04-28
6 ACCENTURE PLC IRELAND SHS CLASS A P 2018-06-21 2021-04-28
1 ACCENTURE PLC IRELAND SHS CLASS A P 2018-08-30 2021-04-28
2 ASML HOLDING P 2019-03-18 2021-04-28
35 BK OF AMERICA CORP P 2019-12-18 2021-04-28
27 BANK NEW YORK MELLON P 2017-12-12 2021-04-28
17 CVS HEALTH CORP P 2016-06-22 2021-04-28
4 QUEST DIAGNOSTICS INC P 2018-08-30 2021-04-28
9 QUEST DIAGNOSTICS INC P 2016-09-27 2021-04-28
1 ALPHABET INC CAP STK P 2018-09-13 2021-04-28
75 KEYCORP COM P 2018-08-30 2021-04-28
22 KEYCORP COM P 2019-12-18 2021-04-28
4 MASTERCARD INCORPORATION P 2018-08-30 2021-04-28
10 MEDTRONIC PLC P 2018-12-19 2021-04-28
30 MERCK & CO INC P 2018-08-30 2021-04-28
12 MICROSOFT CORP P 2018-08-30 2021-04-28
10 NIKE INC CL B P 2019-06-13 2021-04-28
9 NXP SEMICONDUCTORS NV P 2019-12-18 2021-04-28
13 PROCTER & GAMBLE CO P 2018-12-19 2021-04-28
26 SONOCO PRODS CO COM P 2012-07-16 2021-04-28
11 TARGET CORP P 2018-03-26 2021-04-28
2 TJX COS INC NEW COM P 2018-08-30 2021-04-28
25 TJX COS INC NEW COM P 2017-06-22 2021-04-28
13 TRAVELERS COMPANIES INC P 2019-06-13 2021-04-28
25 UNILEVER PLC ADR P 2019-03-18 2021-04-28
22 VF CORP COM P 2019-12-18 2021-04-28
25 VERIZON COMMUNICATIONS P 2018-09-13 2021-04-28
1 ORGANON & CO P 2018-08-30 2021-06-04
11 ACCENTURE PLC IRELAND SHS CLASS A P 2018-06-21 2021-06-16
1 ALPHABET INC CLASS A P 2015-12-17 2021-06-16
1 ALPHABET INC CLASS A P 2018-09-13 2021-06-16
40 OMNICOM GROUP INC P 2016-12-08 2021-06-16
3 PROCTER & GAMBLE CO P 2012-07-16 2021-06-16
19 PROCTER & GAMBLE CO P 2018-09-13 2021-06-16
10 PROCTER & GAMBLE CO P 2018-12-19 2021-06-16
5 VERIZON COMMUNICATIONS P 2018-09-13 2021-06-16
51 VERIZON COMMUNICATIONS P 2018-08-30 2021-06-16
5 ASML HOLDING P 2019-03-18 2021-06-16
20 ORGANON & CO P 2016-03-14 2021-06-16
3 ORGANON & CO P 2018-08-30 2021-06-16
(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 15,000   15,000  
b 5,302   5,143 159
c 10,603   10,052 551
d 946   499 447
e 1,366   1,077 289
2,833   1,996 837
1,253   1,344 -91
1,843   1,653 190
867   742 125
2,419   1,172 1,247
3,726   2,066 1,660
1,146   608 538
687   373 314
2,471   1,565 906
3,042   2,739 303
1,662   1,271 391
119   89 30
8,090   5,339 2,751
539   356 183
5,433   7,284 -1,851
5,811   2,660 3,151
821   745 76
667   348 319
1,499   1,551 -52
1,330   1,261 69
4,581   3,975 606
1,402   1,393 9
1,864   1,722 142
6,455   4,811 1,644
1,212   1,778 -566
3,922   4,609 -687
2,068   1,174 894
1,946   1,251 695
4,185   2,346 1,839
2,352   1,116 1,236
2,098   2,017 81
1,536   1,710 -174
1,233   1,022 211
1,434   1,278 156
1,126   839 287
3,352   1,415 1,937
134   56 78
1,746   961 785
291   169 122
1,332   381 951
1,406   1,230 176
1,323   1,491 -168
1,281   1,595 -314
527   441 86
1,186   765 421
2,390   1,174 1,216
1,619   1,576 43
475   448 27
1,582   853 729
1,313   927 386
2,323   2,054 269
3,046   1,339 1,707
1,307   838 469
1,814   1,132 682
1,705   1,212 493
1,710   773 937
2,254   765 1,489
140   109 31
1,747   864 883
1,993   1,945 48
1,418   1,434 -16
1,976   2,107 -131
1,413   1,369 44
17   18 -1
3,141   1,763 1,378
2,428   779 1,649
2,428   1,174 1,254
3,330   3,418 -88
404   195 209
2,561   1,579 982
1,348   932 416
286   274 12
2,912   2,786 126
3,540   953 2,587
596   481 115
76   89 -13
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        
b       159
c       551
d       447
e       289
      837
      -91
      190
      125
      1,247
      1,660
      538
      314
      906
      303
      391
      30
      2,751
      183
      -1,851
      3,151
      76
      319
      -52
      69
      606
      9
      142
      1,644
      -566
      -687
      894
      695
      1,839
      1,236
      81
      -174
      211
      156
      287
      1,937
      78
      785
      122
      951
      176
      -168
      -314
      86
      421
      1,216
      43
      27
      729
      386
      269
      1,707
      469
      682
      493
      937
      1,489
      31
      883
      48
      -16
      -131
      44
      -1
      1,378
      1,649
      1,254
      -88
      209
      982
      416
      12
      126
      2,587
      115
      -13
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 40,921
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 -1,770
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................................ 1 803
c All other domestic foundations enter 1.39% of line 27b. Exempt foreign organizations enter 4% of Part I, line 12, col. (b)
2 Tax under section 511 (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 2  
3 Add lines 1 and 2........................... 3 803
4 Subtitle A (income) tax (domestic section 4947(a)(1) trusts and taxable foundations only. Others enter -0-) 4  
5 Tax based on investment income. Subtract line 4 from line 3. If zero or less, enter -0- ..... 5 803
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 560
b Exempt foreign organizations—tax withheld at source...... 6b  
c Tax paid with application for extension of time to file (Form 8868)... 6c  
d Backup withholding erroneously withheld ........... 6d  
7 Total credits and payments. Add lines 6a through 6d.............. 7 560
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8  
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9 243
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10  
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet   RefundedBullet 11  
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$   (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)
    bullet
    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 ofbulletTRACY BOOTH Telephone no.bullet (202) 262-2563

    Located atbullet7 PENNYROYAL CTYARMOUTHME ZIP+4bullet04096
    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
    CHARLOTTE FARDELMANN Director
    0.00     		0    
    7 RIVERWOODS DRIVE
    EXETER,NH03833
    ALLISON RANDALL Director/agent
    1.00     		0    
    281 CONVERSE ROAD
    TEMPLE,NH03084
    TRACY BOOTH Treasurer
    2.00     		0    
    7 PENNYROYAL CT
    YARMOUTH,ME04096
    STEPHEN COBB RECORDING SEC
    1.00     		0    
    179 AVE A 2ND FL
    TURNERS FALL,MA01376
    NANCY SHIPPEN President
    2.00     		0    
    15 LILAC CT
    ACTON,MA01720
    SHEILA GARRETT CLERK
    1.00     		0    
    250 EAST TOWN ROAD
    PUTNEY,VT05346
    JESSICA RODRIQUES Director
    1.00     		0    
    126-6 PARTRIDGE HILL
    COLCHESTER,VT05446
    BETH COLLEA Director
    1.00     		0    
    1 HULL DR
    DOVER,NH03820
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet  
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1 PROVIDE SCHOLARSHIPS TO INDIVIDUALS FOR EDUCATIONAL PURPOSES 48,100
    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
    1,152,817
    b
    Average of monthly cash balances.......................
    1b
    97,507
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    1,250,324
    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
     
    3
    Subtract line 2 from line 1d.........................
    3
    1,250,324
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    18,755
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    1,231,569
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    61,578
    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
    61,578
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    803
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    803
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    60,775
    4
    Recoveries of amounts treated as qualifying distributions................
    4
     
    5
    Add lines 3 and 4............................
    5
    60,775
    6
    Deduction from distributable amount (see instructions).................
    6
     
    7
    Distributable amount as adjusted. Subtract line 6 from line 5. Enter here and on Part XIII, line 1 ...
    7
    60,775
    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
    48,100
    b
    Program-related investments—total from Part IX-B..................
    1b
     
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    48,100
    5
    Foundations that qualify under section 4940(e) for the reduced rate of tax on net investment
    income. Enter 1% of Part I, line 27b. See instructions.................
    5
     
    6
    Adjusted qualifying distributions. Subtract line 5 from line 4..............
    6
    48,100
    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 60,775
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only.......  
    b Total for prior years:20, 20, 20  
    3 Excess distributions carryover, if any, to 2020:
    a From 2015...... 34,709
    b From 2016...... 38,070
    c From 2017...... 32,062
    d From 2018...... 58,210
    e From 2019...... 8,536
    fTotal of lines 3a through e........ 171,587
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 48,100
    a Applied to 2019, but not more than line 2a  
    b Applied to undistributed income of prior years
    (Election required—see instructions).....     		 
    c Treated as distributions out of corpus (Election
    required—see instructions)........     		0
    d Applied to 2020 distributable amount..... 48,100
    e Remaining amount distributed out of corpus  
    5 Excess distributions carryover applied to 2020. 12,675 12,675
    (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 5 158,912
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		 
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		 
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		 
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		 
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		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) .......     		 
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		22,034
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		136,878
    10 Analysis of line 9:
    a Excess from 2016.... 38,070
    b Excess from 2017.... 32,062
    c Excess from 2018.... 58,210
    d Excess from 2019.... 8,536
    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:
    LYMAN FUND
    179 AVENUE A 2ND FLOOR
    TURNERS FALLS,MA01376
    (413) 863-9026
    HEILENARTIST@GMAIL.COM
    bThe form in which applications should be submitted and information and materials they should include:
    WRITTEN APLICATION ( 2 PAGES) PLUS FINANCES/BUDGET
    cAny submission deadlines:
    SEPTEMBER 15 FOR FALL GRANTS AND MARCH 15 FOR SPRING GRANTS
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    $1000 TO $3000
    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
    LJ BOSWELL
    33 PHILLIPS ST 2
    GREENFIELD,MA01301     		NONE I LEADING TO BECOME A SPIRITUAL DIRECTOR 3,000
    KATHLEEN MAIA TAPP
    233 bARKER rD
    WYNCOTE,PA19095     		NONE I PUBLICATION OF BOOK, PRAYER OF THE WORLD 3,000
    WALID MOSARSAA
    504 NW 5TH ST
    RICHMOND,IN47374     		NONE I LAW SCHOOL APPLICATION COSTS 3,000
    RITA GRAMME
    2601 S 3RD ST
    TUCUMCARI,NM88401     		NONE I SHALEM'S LEADING CONTEMPLATIVE PRAYER GROUPS AND RETREATS PROGRAM 2,100
    NADINE HOOVER
    90 W UNIVERISTY ST
    ALFRED,NY14802     		NONE I WALKING IN THE WORLD AS A FRIEND ONLINE TRAININGS 3,000
    PETER MURCHISON
    145 KEELER DR
    RIDGEFIELD,CT06877     		NONE I EDUCATION AND ORGANIZING FOR GUN VIOLENCE PREVENTION 3,000
    EMMY MATHIS
    46F PROSPECT HILL RD
    WALTHAM,MA02451     		NONE I EMBODYING THE LIGHT, EMBODYING THE BELOVED COMMUNITY PROJECT 3,000
    CAROLINA MONTUFAR
    3425 GREGORY DR
    BAY POINT,CA94565     		NONE I ACUPUNCTURISTS WITHOUT BORDERS IN TIJUANA, MEXICO 3,000
    LINDA AND JAMES GORHAM
    20870 OLD YORK RD
    PARKTON,MD21120     		NONE I PRAYER AND HEALING PATH PROJECT (REPURPOSED FUNDING FROM PREVIOUS GRANT) 3,000
    GARY CAMERON
    18501 SW 252 TERRACE
    HOMESTEAD,FL33031     		NONE I SHALEM'S NURTURING THE CALL: SPIRITUAL GUIDANCE PROGRAM 3,000
    MARLENE CAMERON
    18501 SW 252 TERRACE
    HOMESTEAD,FL33031     		NONE I SHALEM'S NURTURING THE CALL: SPIRITUAL GUIDANCE PROGRAM 3,000
    GREG WOODS
    3845 11TH AVE
    S MINNEAPOLIS,MN55407     		NONE I DEVELOPING VOCATIONAL DESCERNMENT WORKSHOPS FOR YOUNG ADULTS 3,000
    THERESA OLEKSIW
    44 PATTERSONS WHEELTRACK
    FREEPORT,ME04032     		NONE I THE SNAP REBOOT PROJECT 3,000
    KAIA JACKSON
    424 E SUMMIT ST
    KENT,OH44240     		NONE I SURVIVOR UPRISING PODCAST 3,000
    LJ BOSWELL
    33 PHILLIPS ST 2
    GREENFIELD,MA01301     		NONE I SPIRITUAL DIRECTION MINISTRY 3,000
    DAPHNE CLEMENT
    35 7TH ST
    NEW BEDFORD,MA02740     		NONE I QUAKER WRITINGS AND INTERVIEWING 1,000
    NORA PERCIVAL
    12222 78TH AVE
    SOUTH SEATTLE,WA98178     		NONE I TRAVEL TO KENYA 3,000
    Total .................................bullet 3a 48,100
    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 ...........     		    14 11  
    4 Dividends and interest from securities....     14 23,678  
    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 40,921  
    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)..   64,610  
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    64,610
    (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: 20011551
    Software Version: 2020v4.0


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION 875 875 875 0

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Bond End of Year Book Value End of Year Fair Market Value
    UNITED PARCEL SVCS INC 19,903 20,522
    APPLE INC GREEN 19,747 20,760
    US BANKCORP 20,272 21,546
    REGENCY CTRS GREEN 20,716 21,404
    EURO INVT BANK GREEN 15,010 15,876
    CAPITAL IMPACT PRTNR 14,898 15,870
    BOSTON PPTYS GREEN 16,075 17,482
    CCM COMMUNITY IMPACT BOND FUND INSTL 40,000 40,102
    PRAXIS IMPACT BOND 165,000 161,816

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ECOLAB INC COM 6,895 8,651
    INTERNATIONAL FLAVORS & FRAGRANCE COM 6,629 7,171
    LINDE PLC 9,491 10,119
    SONOCO PRODS CO COM 1,606 3,613
    DEERE & CO COM 4,144 8,465
    EATON CORP PLC SHS 7,658 20,449
    GRAINGER W W INC COM 2,503 4,380
    ROCKWELL AUTOMATION INC COM 5,549 11,727
    TRANE TECHNOLOGIES PLC SHS 6,072 16,020
    UNITED PARCEL SERVICE INC 6,396 12,270
    WASTE MGMT INC 5,779 9,387
    XYLEM INC COM 4,047 9,357
    HOME DEPOT INC 2,130 16,901
    NIKE INC 8,062 13,132
    STARBUCKS CORP 9,414 15,318
    TARGET CORP COM 4,685 20,306
    TJX COS INC NEW COM 10,106 17,057
    VF CORP COM 15,052 15,834
    COSTCO WHSL CORP NEW COM 5,697 8,705
    GENERAL MLS INC COM 4,956 8,469
    MCCORMICK & CO INC 4,200 7,596
    PROCTER AND GAMBLE CO 4,210 8,905
    SYSCO CORP COM 7,438 8,786
    UNILEVER PCL ADR 8,763 10,355
    ANTHEM INC COM 8,039 11,454
    ASTRAZENECA PLC SPONSORED ADR 8,831 10,782
    BAXTER INTL INC COM 5,541 5,233
    CVS HEALTH CORP COM 6,842 8,177
    JOHNSON & JOHNSON 7,350 13,179
    MEDTRONIC PLC SHS 10,353 16,013
    MERCK & CO INC COM 11,888 17,498
    QUEST DIAGNOSTICS INC 5,102 8,446
    STRYKER CORPORATION 8,644 12,987
    AFLAC INC 4,256 9,176
    BANK NEW YORK MELLON CORP COM 9,984 11,066
    BANK OF AMERICA CORP COM 11,777 22,388
    FIFTH THIRD BANCORP COM 3,746 7,340
    KEYCORP COM 15,537 16,272
    PNC FINL SVCS GROUP INC COM 11,649 18,504
    TRAVELERS COMPANIES INC COM 10,585 11,827
    ACCENTURE PLC IRELAND SHS CLASS A 7,371 13,560
    APPLE INC COM 7,201 54,099
    ASML HOLDINGS N V N Y REGISTRY SHS 5,239 15,889
    AUTOMATIC DATA PROCESSING INC COM 11,997 12,712
    MASTERCARD INCORPORATED CL A 4,429 24,461
    MAXIM INTERGRATED PRODS INC COM 7,862 18,017
    MICROSOFT CORP COM 3,781 52,284
    NVIDIA CORPORATION COM 10,086 16,002
    NXP SEMICONDUCTORS N V COM 9,555 15,635
    VISA INC COM CL A 9,733 11,691
    AMERICAN WTR WKS CO INC NEW COM 3,831 7,707
    AVANGRID INC COM 7,472 8,177
    AMERICAN TOWER CORP NEW COM 8,422 13,237
    AVALONBAY CMNTYS INC COM 7,328 8,348
    PROLOGIS INC COM 6,215 8,726
    ALPHABET INC CAP STK CI A 8,379 39,069
    VERIZON COMMUNICATIONS INC COM 11,540 12,271
    WALT DISNEY COMPANY 8,083 8,085

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    US Government Securities - End of Year Book Value:

     
    US Government Securities - End of Year Fair Market Value:

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


    15,010
    State & Local Government Securities - End of Year Fair Market Value:


    15,779


    TY 2020 InvestmentsOtherSchedule2
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    GENESIS COMMUNITY LOAN FUND FMV 20,000 20,000
    NH COMMUNITY LOAN FUND FMV 30,000 30,000
    VERMONT COMMUNITY LOAN FUND FMV 5,000 5,000
    VERMONT COMMUNITY LOAN FUND FMV 5,000 5,000
    COMMON CAPITAL LOAN FUND FMV 10,000 10,000
    GENESIS COMMUNITY LOAN FUND FMV 10,000 10,000
    VERMONT COMMUNITY LOAN FUND FMV 20,000 20,000
    COMMON CAPITAL LOAN FUND FMV 20,000 20,000
    COMMON CAPITAL LOAN FUND FMV 10,000 10,000

    TY 2020 OtherExpensesSchedule
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 11 11 11  
    MANAGEMENT FEES 5,114 5,114 5,114  
    OFFICE & POSTAGE 179 179 179  
    PUBLIC NOTICE 32 32 32  
    STATE FILING FEES 100 100 100  


    TY 2020 TaxesSchedule
    Name:
    LYMAN FUND INC
    EIN:
    02-0471515
    Software ID:
    20011551
    Software Version:
    2020v4.0
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TREASURY - EXCISE TAX ON INVESTMENT INC 538 538 538