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
1772 FOUNDATION INC
 
Number and street (or P.O. box number if mail is not delivered to street address)PO BOX 112
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
POMFRET CENTER, CT06259
A Employer identification number

22-2578377
B Telephone number (see instructions)

(860) 985-7759
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$89,101,958J 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) 72,775
2 Check bullet.............
3 Interest on savings and temporary cash investments 1 1  
4 Dividends and interest from securities... 1,337,980 1,347,633  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 -1,113,098
b Gross sales price for all assets on line 6a 51,995,473
7 Capital gain net income (from Part IV, line 2)... 0
8 Net short-term capital gain.........  
9 Income modifications...........  
10a Gross sales less returns and allowances  
b Less: Cost of goods sold....  
c Gross profit or (loss) (attach schedule).....    
11 Other income (attach schedule)....... Click to see attachment 37,207 32,100  
12 Total. Add lines 1 through 11........ 334,865 1,379,734  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 379,743 113,923   265,820
14 Other employee salaries and wages...... 55,334 0   55,334
15 Pension plans, employee benefits....... 55,349 16,605   38,744
16a Legal fees (attach schedule)......... Click to see attachment 7,227 0   7,227
b Accounting fees (attach schedule)....... Click to see attachment 53,080 7,345   35,774
c Other professional fees (attach schedule).... Click to see attachment 455,728 455,728   0
17 Interest...............   2,694    
18 Taxes (attach schedule) (see instructions)... Click to see attachment 56,799 46,333   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy.............. 13,200 660   14,630
21 Travel, conferences, and meetings....... 12,240 612   11,628
22 Printing and publications.......... 3,713 0   3,713
23 Other expenses (attach schedule)....... Click to see attachment 21,733 31,750   20,057
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 1,114,146 675,650   452,927
25 Contributions, gifts, grants paid....... 4,122,099 4,122,099
26 Total expenses and disbursements. Add lines 24 and 25 5,236,245 675,650   4,575,026
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -4,901,380
b Net investment income (if negative, enter -0-) 704,084
c Adjusted net income (if negative, enter -0-)...  
For Paperwork Reduction Act Notice, see instructions.
Cat. No. 11289X Form 990-PF (2020)
Form 990-PF (2020)
Page 2
Part II Balance Sheets Attached schedules and amounts in the description column
should be for end-of-year amounts only. (See instructions.) 		Beginning of year End of year
(a) Book Value (b) Book Value (c) Fair Market Value
Assets 1 Cash—non-interest-bearing............. 2,144,609 257,041 257,041
2 Savings and temporary cash investments......... 3,822,626 3,048,318 3,048,318
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) 3,920,804 Click to see attachment3,895,755 3,895,755
b Investments—corporate stock (attach schedule)....... 37,986,727 Click to see attachment45,508,075 45,508,075
c Investments—corporate bonds (attach schedule)....... 1,190,110 Click to see attachment2,321,117 2,321,117
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 30,659,103 Click to see attachment30,718,139 30,718,139
14 Land, buildings, and equipment: basis bullet6,398
Less: accumulated depreciation (attach schedule) bullet6,398      
15 Other assets (describe bullet) Click to see attachment3,200,417 Click to see attachment3,353,513 Click to see attachment3,353,513
16 Total assets (to be completed by all filers—see the
instructions. Also, see page 1, item I) 82,924,396 89,101,958 89,101,958
Liabilities 17 Accounts payable and accrued expenses.......... 35,476 38,259
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) Click to see attachment120,447 Click to see attachment274,406
23 Total liabilities (add lines 17 through 22)......... 155,923 312,665
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........... 82,768,473 88,789,293
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)..... 82,768,473 88,789,293
30 Total liabilities and net assets/fund balances (see instructions). 82,924,396 89,101,958
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
82,768,473
2
Enter amount from Part I, line 27a .....................
2
-4,901,380
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
11,076,159
4
Add lines 1, 2, and 3 ..........................
4
88,943,252
5
Decreases not included in line 2 (itemize) bulletClick to see attachment
5
153,959
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
88,789,293
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 PLAINS ALL AMERICAN PIPELINE, L.P. P    
b THE LYME FOREST FUND IV TE LP P    
c ENTERPRISE PRODUCTS PARTNERS. L.P. P    
d TC PIPELINES, L.P. P    
e MPLX LP P    
NUSTAR ENERGY, LP P    
WESTERN MIDSTREAM PARTNERS LP P    
NOBLE MIDSTREAM PARTNERS LP P    
DCP MIDSTREAM, LP P    
PINEGROVE OFFSHORE FD LTD P    
PUBLICLY TRADED SECURITIES P    
CAPITAL GAINS DIVIDENDS P    
(e)
Gross sales price 		(f)
Depreciation allowed
(or allowable) 		(g)
Cost or other basis
plus expense of sale 		(h)
Gain or (loss)
(e) plus (f) minus (g)
a       -98
b       13,457
c       -657
d       1
e       8
      -6
      13
      53
      -2
817,487   748,953 68,534
50,922,444   51,477,636 -555,192
255,542     255,542
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       -98
b       13,457
c       -657
d       1
e       8
      -6
      13
      53
      -2
      68,534
      -555,192
      255,542
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 -218,347
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 9,787
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 9,787
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 9,787
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 15,785
b Exempt foreign organizations—tax withheld at source...... 6b 0
c Tax paid with application for extension of time to file (Form 8868)... 6c 0
d Backup withholding erroneously withheld ........... 6d 0
7 Total credits and payments. Add lines 6a through 6d.............. 7 15,785
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. Click to see attachment 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 5,998
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet5,998 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changesClick to see attachment....
3
Yes
 
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
Yes
 
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
Yes
 
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)
    bulletNJ
    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 addressbulletWWW.1772FOUNDATION.ORG
    14
    The books are in care ofbullet1772 FOUNDATION INC Telephone no.bullet (860) 985-7759

    Located atbulletPO BOX 112POMFRET CENTERCT ZIP+4bullet06259
    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
    Yes
     
    .........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). Click to see attachment
    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
    B DANFORTH ELY PRESIDENT/TREASURER
    15.00     		65,400 0 0
    PO BOX 112
    POMFRET CENTER,CT06259
    RICHARD YOUNGKEN TRUSTEE AS OF 1/1/20
    5.00     		24,150 0 0
    PO BOX 112
    POMFRET CENTER,CT06259
    THOMAS MORIARITY TRUSTEE
    5.00     		24,150 0 0
    PO BOX 112
    POMFRET CENTER,CT06259
    MARGARET WALDOCK TRUSTEE
    5.00     		24,150 0 0
    PO BOX 112
    POMFRET CENTER,CT06259
    MELISSA JEST TRUSTEE
    5.00     		24,150 0 0
    PO BOX 112
    POMFRET CENTER,CT06259
    MARY A ANTHONY EXECUTIVE DIRECTOR
    40.00     		217,743 29,543 0
    PO BOX 112
    POMFRET CENTER,CT06259
    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
    GILLIAN LANG PROGRAM OFFICER
    40.00     		55,334 10,740 0
    PO BOX 112
    POMFRET CENTER,CT06259
    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
    GRAYSTONE CONSULTING INVESTMENT MANAGEMENT 455,728
    125 HIGH STREET
    BOSTON,MA02110
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1 L'ENFANT TRUST-REHABILITATING THE HISTORIC PROPERTY AT 1326 VALLEY PLACE, SE, WASHINGTON, DC. 450,000
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet450,000
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    71,637,603
    b
    Average of monthly cash balances.......................
    1b
    3,653,694
    c
    Fair market value of all other assets (see instructions)................
    1c
    1,100
    d
    Total (add lines 1a, b, and c).........................
    1d
    75,292,397
    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
    75,292,397
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    1,129,386
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    74,163,011
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    3,708,151
    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
    3,708,151
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    9,787
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    9,787
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    3,698,364
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    308,978
    5
    Add lines 3 and 4............................
    5
    4,007,342
    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
    4,007,342
    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
    4,575,026
    b
    Program-related investments—total from Part IX-B..................
    1b
    450,000
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    5,025,026
    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
    5,025,026
    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 4,007,342
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 931,624
    b Total for prior years:20, 20, 20 0
    3 Excess distributions carryover, if any, to 2020:
    a From 2015......  
    b From 2016......  
    c From 2017......  
    d From 2018......  
    e From 2019......  
    fTotal of lines 3a through e........ 0
    4Qualifying distributions for 2020 from Part
    XII, line 4: bullet$ 5,025,026
    a Applied to 2019, but not more than line 2a 931,624
    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..... 4,007,342
    e Remaining amount distributed out of corpus 86,060
    5 Excess distributions carryover applied to 2020. 0 0
    (If an amount appears in column (d), the
    same amount must be shown in column (a).)
    6Enter the net total of each column as
    indicated below:
    a Corpus. Add lines 3f, 4c, and 4e. Subtract line 5 86,060
    b Prior years’ undistributed income. Subtract
    line 4b from line 2b ..........     		0
    c Enter the amount of prior years’ undistributed
    income for which a notice of deficiency has
    been issued, or on which the section 4942(a)
    tax has been previously assessed......     		0
    d Subtract line 6c from line 6b. Taxable amount
    —see instructions ...........     		0
    e Undistributed income for 2019. Subtract line
    4a from line 2a. Taxable amount—see
    instructions .............     		0
    f Undistributed income for 2020. Subtract
    lines 4d and 5 from line 1. This amount must
    be distributed in 2021 ..........     		0
    7 Amounts treated as distributions out of
    corpus to satisfy requirements imposed by
    section 170(b)(1)(F) or 4942(g)(3) (Election may
    be required - see instructions) .......     		0
    8 Excess distributions carryover from 2015 not
    applied on line 5 or line 7 (see instructions) ...     		0
    9Excess distributions carryover to 2021.
    Subtract lines 7 and 8 from line 6a ......     		86,060
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020.... 86,060
    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:
    MARY ANTHONY
    PO BOX 112
    POMFRET CENTER,CT06259
    (401) 847-1772
    MARYANTHONY@1772FOUNDATION.ORG
    bThe form in which applications should be submitted and information and materials they should include:
    BEFORE AN ORGANIZATION IS ASKED TO APPLY, ONE-PAGE LETTER OF INQUIRY IS REQUIRED, WHICH CAN BE FILLED OUT THROUGH ONLINE INQUIRY FORM ON THE FOUNDATION'S WEBSITE. IF LETTER OF INQUIRY IS APPROVED A COMPLETE GRANT APPLICATION WILL BE REQUIRED TO BE FILLED OUT AND SUBMITTED.
    cAny submission deadlines:
    FUNDING INQUIRY SUBMISSION MUST BE PLACED BETWEEN NOVEMBER 15 AND JUNE 15
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    GRANTS ARE PRIMARILY LIMITED TO HISTORIC REDEVELOPMENT PROGRAMS AND FARMLAND DEVELOPMENT AND PROTECTION.
    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
    BOYLE LANDMARK TRUST
    PO BOX 1693
    DANVILLE,KY40423     		N/A PC REVOLVING FUND FEASIBILITY 10,000
    BUTTE CITIZENS FOR PRESERVATION AND REVITALIZATION
    PO BOX 164
    BUTTE,MT59703     		N/A PC REVOLVING FUND FEASIBILITY 16,000
    COLUMBUS LANDMARKS
    57 JEFFERSON AVE
    COLUMBUS,OH43215     		N/A PC REVOLVING FUND FEASIBILITY 20,000
    DEFUNIAK SPRINGS LANDMARKS
    PO BOX 263
    DEFUNIAK SPRINGS,FL32435     		N/A PC REVOLVING FUND FEASIBILITY 15,000
    THE FOUNDATION FOR RESTORATION OF STE GENEVIEVE
    198 S 2ND ST
    STE GENEVIEVE,MO63670     		N/A PC REVOLVING FUND FEASIBILITY 15,000
    PRESERVATION TEXAS
    1603 BAY HILL DR
    AUSTIN,TX78746     		N/A PC REVOLVING FUND FEASIBILITY 15,000
    AS220
    95 MATHEWSON STREET UNIT 204
    PROVIDENCE,RI02903     		N/A PC REVOLVING FUND 100,000
    CINCINNATI PRESERVATION ASSOCIATION
    430 READING RD SUITE 300
    CINCINNATI,OH45202     		N/A PC REVOLVING FUND 50,000
    CLEVELAND RESTORATION SOCIETY
    3751 PROSPECT AVENUE
    CLEVELAND,OH44115     		N/A PC REVOLVING FUND 100,000
    DOWNTOWN JOPLIN ALLIANCE
    931 E 4TH ST
    JOPLIN,MO64801     		N/A PC REVOLVING FUND 100,000
    FAIRMOUNT PARK CONSERVANCY
    THE OHIO HOUSE 4700 STATES DR
    PHILADELPHIA,PA19131     		N/A PC REVOLVING FUND 35,000
    GALVESTON HISTORICAL FOUNDATION
    2002 STRAND ST
    GALVESTON,TX77550     		N/A PC REVOLVING FUND 50,000
    HIGH POINT PRESERVATION SOCIETY
    1859 E LEXINGTON AVE
    HIGH POINT,NC27262     		N/A PC REVOLVING FUND 50,000
    HISTORIC COLUMBUS
    PO BOX 5312
    COLUMBUS,GA31096     		N/A PC REVOLVING FUND 75,000
    KENTUCKY TRUST FOR HISTORIC PRESERVATION
    PO BOX 1112
    FRANKFORT,KY406021112     		N/A PC REVOLVING FUND 25,000
    L'ENFANT TRUST
    2000 P ST NW 320
    WASHINGTON,DC20036     		N/A PC REVOLVING FUND 50,000
    LANDMARK TRUST USA
    707 KIPLING RD
    DUMMERSTON,VT05301     		N/A PC REVOLVING FUND 75,000
    MICHIGAN HISTORIC PRESERVATION NETWORK
    313 E GRAND RIVER RD
    LANSING,MI48906     		N/A PC REVOLVING FUND 75,000
    MONTANA PRESERVATION ALLIANCE (NOW PRESERVE MONTANA)
    44 W 6TH AVE SUITE 110
    HELENA,MT59601     		N/A PC REVOLVING FUND 20,000
    NATIONAL MAIN STREET CENTER
    53 WEST JACKSON BLVD SUITE 350
    CHICAGO,IL60604     		N/A PC REVOLVING FUND 85,000
    NEVADA PRESERVATION FOUNDATION
    330 W WASHINGTON AVE 106
    LAS VEGAS,NV89106     		N/A PC REVOLVING FUND 75,000
    PRESERVATION BUFFALO NIAGARA
    617 MAIN ST 201
    BUFFALO,NY14202     		N/A PC REVOLVING FUND 150,000
    PRESERVATION LEAGUE OF NEW YORK STATE
    44 CENTRAL AVE
    ALBANY,NY12206     		N/A PC REVOLVING FUND 50,000
    PRESERVATION SOUTH CAROLINA
    117 GRACE ST
    PROSPERITY,SC29127     		N/A PC REVOLVING FUND 125,000
    PRESERVATION RESOURCE CENTER OF NEW ORLEANS
    923 TCHOUPITOULAS ST 3819
    NEW ORLEANS,LA70130     		N/A PC REVOLVING FUND 75,000
    PRESERVE THE 'BURG
    PO BOX 838
    ST PETERSBURG,FL33731     		N/A PC REVOLVING FUND 75,000
    PROVIDENCE REVOLVING FUND
    372 W FOUNTAIN ST
    PROVIDENCE,RI02903     		N/A PC REVOLVING FUND 50,000
    RESTORE MOBILE
    PO BOX 40037
    MOBILE,AL36640     		N/A PC REVOLVING FUND 75,000
    WHALE
    15 JOHNNY CAKE HILL
    NEW BEDFORD,MA02740     		N/A PC REVOLVING FUND 125,000
    NATIONAL MAIN STREET CENTER
    53 WEST JACKSON BLVD SUITE 350
    CHICAGO,IL60604     		N/A PC REVOLVING FUND 35,000
    PRESERVATION MARYLANDNPS
    3600 CLIPPER MILL RD SUITE 248
    BALTIMORE,MD21211     		N/A PC CAMPAIGN FOR HISTORIC TRADES 60,000
    THE SLAVE DWELLING PROJECT
    PO BOX 1649
    LADSON,SC29456     		N/A PC THE SLAVE DWELLING PROJECT CONFERENCE SUPPORT 38,000
    WGBH AMERICAN EXPERIENCE
    ONE GUEST ST
    BOSTON,MA02135     		N/A PC AMERICAN EXPERIENCE DOCUMENTARIES 100,000
    NATIONAL MAIN STREET CENTER
    53 WEST JACKSON BLVD SUITE 350
    CHICAGO,IL60604     		N/A PC HISTORIC REAL ESTATE FINANCE TRAINING 50,000
    NATIONAL MAIN STREET CENTER
    54 WEST JACKSON BLVD SUITE 350
    CHICAGO,IL60604     		N/A PC MAIN STREET CONFERENCE SUPPORT 35,000
    NATIONAL MAIN STREET CENTER
    55 WEST JACKSON BLVD SUITE 350
    CHICAGO,IL60604     		N/A PC HISTORIC REAL ESTATE FINANCE TRAINING 75,000
    PENN CENTER
    PO BOX 126
    ST HELENA ISLAND,SC29920     		N/A PC SUPPORT OF ADMINISTRATOR, CONSULTANT, MAINTENANCE PLAN, LIGHTING/SECURITY 90,500
    CENTER FOR HEIRS' PROPERTY PRESERVATION
    1535 SAM RITTENBERG BLVD SUITE D
    CHARLESTON,SC29407     		N/A PC PROTECTING HEIRS' PROPERTY, PROMOTING SUSTAINABLE LAND USE 100,000
    COASTAL COMMUNITY FOUNDATION
    1691 TURNBULL AVE
    NORTH CHARLESTON,SC29405     		N/A PC REVEREND PINCKNEY COLLEGE READINESS AND SCHOLARS PROGRAM 100,000
    EAST COAST GREENWAY ASSOCIATION
    5826 FAYETTEVILLE RD SUITE 210
    DURHAM,NC27713     		N/A PC EAST COAST GREENWAY REGIONAL GUIDE 50,000
    EDISTO ISLAND OPEN LAND TRUST
    547 SC-174
    EDISTO ISLAND,SC29438     		N/A PC HUTCHINSON HOUSE 50,000
    FARM FRESH RHODE ISLAND
    1005 MAIN ST 8130
    PAWTUCKET,RI02860     		N/A PC RHODE ISLAND FOOD HUB DEVELOPMENT 100,000
    GROW SMART RI
    1 EMPIRE ST
    PROVIDENCE,RI02903     		N/A PC POWER OF PLACE SUMMIT CONFERENCE SUPPORT 2,500
    GULLAH FARMERS COOPERATIVE -- FISCAL AGENT
    PENN CENTER
    ST HELENA ISLAND,SC29920     		N/A PC FOOD HUB DEVELOPMENT 157,500
    JOHN MERCK FUNDNEW ENGLAND FOOD SYSTEM RESILIENCE FUND
    31 ST JAMES AVE SUITE 88
    BOSTON,MA02116     		N/A PF FOOD SECURITY 100,000
    PRESERVATION LEAGUE OF NEW YORK STATE
    44 CENTRAL AVE
    ALBANY,NY12206     		N/A PC HISTORIC ASSET MAPPING OF THE EMPIRE STATE TRAIL 42,000
    PRESERVATION MARYLAND
    3600 CLIPPER MILL RD SUITE 248
    BALTIMORE,MD21211     		N/A PC HISTORIC PRESERVATION PODCAST (PRESERVECAST) 5,000
    PROVIDENCE PRESERVATION SOCIETY
    24 MEETING ST
    PROVIDENCE,RI02903     		N/A PC WINDOW AND WORKFORCE TRAINING PROGRAM 25,000
    SOUTH CAROLINA AFRICAN AMERICAN HERITAGE FOUNDATION (NOW WEGOJA)
    PO BOX 1053
    HARTSVILLE,SC29551     		N/A PC BLACK CAROLINIANS SPEAK PROGRAM 25,000
    RAILS-TO-TRAILS CONSERVANCY
    2121 WARD COURT NW 5TH FLOOR
    WASHINGTON,DC20037     		N/A PC DEI INTERNSHIP AND MAPPING PROGRAMS 100,000
    PRESERVE RHODE ISLAND
    957 N MAIN ST
    PROVIDENCE,RI02904     		N/A PC RI HISTORIC PRESERVATION CONFERENCE SUPPORT 2,000
    SCENIC HUDSON
    ONE CIVIC CENTER PLAZA SUITE 200
    POUGHKEEPSIE,NY12601     		N/A PC URBAN FARMING/GENERAL OPERATING SUPPORT 67,500
    THE TRUST FOR PUBLIC LAND
    101 MONTGOMERY ST SUITE 900
    SAN FRANCISCO,CA94104     		N/A PC BLACK HISTORIC AND CULTURAL SITES PROGRAM 100,000
    PENN PRAXISUNIVERSITY OF PENNSYLVANIA
    PENN PRAXIS 409 DUHRING WING
    PHILADELPHIA,PA19104     		N/A PC SURVEY OF THE HISTORIC PRESERVATION FIELD 10,000
    PRESERVATION CONNECTICUT
    940 WHITNEY AVE
    HAMDEN,CT06517     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN CT 110,000
    PRESERVATION MASSACHUSETTS
    34 MAIN ST EXT SUITE 401
    PLYMOUTH,MA02360     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN MA 110,000
    PRESERVE RHODE ISLAND
    957 N MAIN ST
    PROVIDENCE,RI02904     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN RI 110,000
    NEW HAMPSHIRE PRESERVATION ALLIANCE
    7 EAGLE SQUARE
    CONCORD,NH03301     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN NH 110,000
    MAINE PRESERVATION
    PO BOX 488
    YARMOUTH,ME04096     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN ME 110,000
    PRESERVATION TRUST OF VERMONT
    104 CHURCH ST
    BURLINGTON,VT05401     		N/A PC HISTORIC PRESERVATION GRANTMAKING IN VT 110,000
    ARABIA MOUNTAIN NATIONAL HERITAGE AREA ALLIANCE
    3787 KLONDIKE RD
    LITHONIA,GA30038     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,500
    ARLINGTON FREE CLINIC
    2921 11TH ST SOUTH
    ARLINGTON,VA22204     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500
    BLOCK ISLAND CONSERVANCY
    234 WELDONS WAY
    NEW SHOREHAM,RI02807     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,500
    BLOCK ISLAND HEALTH SERVICES INC
    6 PAYNE RD BOX 919
    BLOCK ISLAND,RI02807     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    ST CECILIA CLUB THE CECILIA CHORUS OF NEW YORK
    PO BOX 421
    NEW YORK,NY10150     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 500
    PRESERVATION ACTION FOUNDATIONCENTER FOR PRESERVATION INITIATIVES
    2020 PENNSYLVANIA AVE NW 313
    WASHINGTON,DC20006     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 14,000
    COMMUNITY HELP INC
    PO BOX 863
    SAVANNAH,GA31402     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000
    CONTEMPORARY THEATER COMPANY
    327 MAIN ST
    SOUTH KINGSTOWN,RI02879     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 15,000
    CULTURAL TREASURES FOUNDATION
    1233 20TH ST NW SUITE 703
    WASHINGTON,DC20036     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000
    EXPONENT PHILANTHROPY
    1720 NORTH ST NW
    WASHINGTON,DC20036     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,500
    FAIRVIEW AND ES BROWN HERITAGE CORPORATION
    3 CENTRAL PLAZA 147
    ROME,GA30161     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,500
    FRIENDS OF HERRING RIVER
    PO BOX 565
    SOUTH WELLFLEET,MA02633     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    FRIENDS OF THE POMFRET PUBLIC LIBRARY
    PO BOX 91
    POMFRET,CT06258     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 11,000
    FRIENDS OF THE RANDOLPH ANIMAL POUND
    RANDOLPH TOWN HALL 502 MILLBROOK
    AVE
    RANDOLPH,NJ07869     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    HAMILTON PARTNERSHIP FOR PATERSON
    72 MCBRIDE AVE
    PATERSON,NJ07501     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000
    HISTORIC SAVANNAH FOUNDATION
    321 EAST YORK ST
    SAVANNAH,GA31401     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000
    HOG HAMMOCK COMMUNITY FOUNDATION INC
    PO BOX 35
    SAPELO ISLAND,GA31327     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    HUNTERDON LAND TRUST
    111 MINE ST
    FLEMINGTON,NJ088221474     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 24,000
    CENTER FOR RESPONSIBLE HOSPITALITY
    4200 SCOTTS VALLEY DR SUITE B
    SCOTTS VALLEY,CA95066     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 4,000
    THE ISLAND INSTITUTE
    PO BOX 648
    ROCKPORT,ME04841     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    JOSHUA'S TRUST
    PO BOX 4
    MANSFIELD CENTER,CT062500004     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    FOUNDATION FOR MORRISTOWN MEDICAL CENTER
    475 SOUTH ST FIRST FLOOR
    MORRISTOWN,NJ07960     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    MORVEN ROSENWALD ALUMNI ASSOCIATION INC
    4872 JACKSON RD
    MORVEN,GA31638     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    NEW ENGLAND GRASSROOTS ENVIRONMENTAL FUND
    PO BOX 611
    NEWMARKET,NH03857     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    THE NEWBERRY FOUNDATION (INSTITUTE)
    PO BOX 112
    HAWKINSVILLE,GA31036     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    RALPH MARK GILBERT CIVIL RIGHTS MUSEUM
    460 MLK BLVD
    SAVANNAH,GA31401     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    RALSTON CIDER MILL
    336 MENDHAM RD W
    MENDHAM,NJ07945     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000
    RARITAN HEADWATERS ASSOCIATION
    PO BOX 273
    GLADSTONE,NJ07934     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 13,000
    RESPONSIBLE HOSPITALITY INSTITUTE
    4200 SCOTTS VALLEY DR SUITE B
    SCOTTS VALLEY,CA95066     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 2,000
    RIP MEDICAL DEBT
    80 THEODORE FREMD AVE
    RYE,NY10580     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 500
    SHELBURNE FARMS
    1611 HARBOR RD
    SHELBURNE,VT05482     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    SOUTH COUNTY HISTORY CENTER
    2636 KINGSTOWN RD
    KINGSTON,RI02881     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 9,000
    WGBH
    ONE GUEST ST
    BOSTON,MA02135     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 5,000
    WILLOW HILL HERITAGE & RENAISSANCE CENTER
    PO BOX 60277
    SAVANNAH,GA31420     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 3,000
    WYNDHAM LAND TRUST
    PO BOX 302
    POMFRET CENTER,CT06259     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 1,000
    STAGES OF FREEDOM
    10 WESTMINSTER ST
    PROVIDENCE,RI02903     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 750
    THOMPSON ECUMENICAL EMPOWERMENT GROUP (TEEG)
    15 THATCHER RD
    NORTH GROSVENORDALE,CT06255     		N/A PC TRUSTEE-DIRECTED (DISCRETIONARY) GRANT 750
    INTERNATIONAL NATIONAL TRUST ORGANISATION (INTO)
    20 GROSVENOR GARDENS
    LONDON   SW1W 0DH
    UK     		N/A NC INCUBATOR PROGRAMME 11,099
    Total .................................bullet 3a 4,122,099
    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
    aINTEREST ON PRI         32,207
    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  
    4 Dividends and interest from securities.... 525990 264 14 1,337,716  
    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.....     01    
    8 Gain or (loss) from sales of assets other than
    inventory ............     		525990 -1,306 18 -1,111,792  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue:
    aGRANT REFUND     		    01 5,000  
    bOTHER K-1 INCOME 525990 -57,963 01 57,963  
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. -59,005 288,888 32,207
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    262,090
    (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.)
    1A INTEREST ON PROGRAM RELATED INVESMENTS FOR HISTORIC PRESERVATION
    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
    Schedule B
    (Form 990, 990-EZ,
    or 990-PF)
    Department of the Treasury
    Internal Revenue Service
    Schedule of Contributors

    Arrow Bullet Attach to Form 990, 990-EZ, or 990-PF.
    Arrow Bullet Go to www.irs.gov/Form990 for the latest information.
    OMB No. 1545-0047
    2020
    Name of the organization
    1772 FOUNDATION INC
     
    Employer identification number

    22-2578377
    Organization type (check one):
    Filers of:
    Section:
    Form 990 or 990-EZ






    Form 990-PF




    Check if your organization is covered by the General Rule or a Special Rule.  
    Note: Only a section 501(c)(7), (8), or (10) organization can check boxes for both the General Rule and a Special Rule. See instructions.
    General Rule
    Special Rules
    ......... Arrow Bullet $  
    Caution: An organization that isn't covered by the General Rule and/or the Special Rules doesn't file Schedule B (Form 990,
    990-EZ, or 990-PF), but it must answer “No” on Part IV, line 2, of its Form 990; or check the box on line H of its Form 990-EZ
    or on its Form 990PF, Part I, line 2, to certify that it doesn't meet the filing requirements of Schedule B (Form 990,
    990-EZ, or 990-PF).
    For Paperwork Reduction Act Notice, see the Instructions
    for Form 990, 990-EZ, or 990-PF.
    Cat. No. 30613XSchedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020) Page 2
    Name of organization
    1772 FOUNDATION INC
          		Employer identification number
    22-2578377
    Part I
    Contributors
    Contributors (see instructions). Use duplicate copies of Part I if additional space is needed.
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
    1
    ESTATE OF STEWART KEAN
    75 LIVINGSTON AVENUE
     
    ROSELAND, NJ07068

    		$ 72,775


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    (a)
    No.    		 (b)
    Name, address, and ZIP + 4    		 (c)
    Total contributions    		 (d)
    Type of contribution
     
     
     
     

    		$  


    (Complete Part II for noncash contributions.)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 3
    Name of organization
    1772 FOUNDATION INC
          		Employer identification number

    22-2578377
    Part II
    Noncash Property (see instructions). Use duplicate copies of Part II if additional space is needed.
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    (a)
    No. from Part I    		 (b)
    Description of noncash property given    		 (c)
    FMV (or estimate)
    (See instructions)     		(d)
    Date received
     
    		$    
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Page 4
    Name of organization
    1772 FOUNDATION INC
          		Employer identification number

    22-2578377
    Part III
    Exclusively religious, charitable, etc., contributions to organizations described in section 501(c)(7), (8), or (10) that total more than $1,000 for the year from any one contributor. Complete columns (a) through (e) and the following line entry. For organizations completing Part III, enter the total of exclusively religious, charitable, etc., contributions of $1,000 or less for the year. (Enter this information once. See instructions.) Arrow Bullet$  
    Use duplicate copies of Part III if additional space is needed.
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    (a)
    No. from Part I    		 (b) Purpose of gift (c) Use of gift (d) Description of how gift is held
     
    (e) Transfer of gift
    Transferee's name, address, and ZIP 4 Relationship of transferor to transferee
     
     
         
     
    Schedule B (Form 990, 990-EZ, or 990-PF) (2020)
    Additional Data


    Software ID:  
    Software Version:  

    TY 2020 AccountingFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    BOOKKEEPING FEES-LESHNER, FRANCHINO & CO. 14,690 7,345   9,024
    AUDIT AND TAX SERVICES- PKF O'CONNOR DAVIES LLP 38,390 0   26,750

    Note: To capture the full content of this document, please select landscape mode (11" x 8.5") when printing.

    TY 2020 ExpenditureResponsibilityStmt
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Grantee's Name Grantee's Address Grant Date Grant Amount Grant Purpose Amount Expended By Grantee Any Diversion By Grantee? Dates of Reports By Grantee Date of Verification Results of Verification
    INTERNATIONAL NATIONAL TRUST ORGANISATION (INTO)
          		20 GROSVENOR GARDENS
    LONDON   SW1W 0DH
    UK     		2020-02-14 11,099 INCUBATOR PROGRAMME   N/A PENDING   N/A
    JOHN MERCK FUND
          		31 ST JAMES AVE SUITE 88
    BOSTON,MA02116     		2020-04-27 100,000 FOOD SECURITY 100,000 N/A 7/2020   N/A

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Name of Bond End of Year Book Value End of Year Fair Market Value
    AMAZON.COM INC (023135BS4) - 184,000.000 SHARES 187,345 187,345
    BANK OF AMERICA CORP FXD VAR 2.4960% (06051GHZ5) - 174,000.000 SHARES 186,465 186,465
    CITIGROUP INC FXD VAR 3.6680% (172967LP4) - 162,000.000 SHARES 186,250 186,250
    COMCAST CORP (20030NDM0) - 180,000.000 SHARES 186,468 186,468
    CVS HEALTH CORP (126650CZ1) - 137,000.000 SHARES 187,518 187,518
    ENTERPRISE PRODUCTS OPERATING LLC (29379VAV5) - 92,000.000 SHARES 128,289 128,289
    GENERAL ELECTRIC CO (36962G3P7) - 97,000.000 SHARES 134,112 134,112
    GOLDMAN SACHS GROUP INC (38141GXG4) - 172,000.000 SHARES 186,801 186,801
    JPMORGAN CHASE & CO FXD VAR 4.2030% (46647PAV8) - 206,000.000 SHARES 250,092 250,092
    PEPSICO INC (713448ES3) - 166,000.000 SHARES 187,162 187,162
    UNITEDHEALTH GROUP INC (91324PDY5) - 173,000.000 SHARES 188,283 188,283
    VERIZON COMMUNICATIONS INC (92343VCR3) - 169,000.000 SHARES 187,650 187,650
    WELLS FARGO & CO (94974BFC9) - 119,000.000 SHARES 124,682 124,682

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Name of Stock End of Year Book Value End of Year Fair Market Value
    ABBVIE INC COM (ABBV) - 333.000 SHARES 35,681 35,681
    ABIOMED INC (ABMD) - 348.000 SHARES 112,822 112,822
    ACTIVISION BLIZZARD INC (ATVI) - 1,470.000 SHARES 136,490 136,490
    ADIDAS AG (ADDYY) - 2,055.000 SHARES 376,044 376,044
    ADIENT PLC COM (ADNT) - 637.000 SHARES 22,148 22,148
    ADOBE INC (ADBE) - 646.000 SHARES 323,078 323,078
    ADYEN N V UNSPONSRED ADR (ADYEY) - 12,386.000 SHARES 574,710 574,710
    AERCAP HOLDINGS N.V. (AER) - 1,020.000 SHARES 46,492 46,492
    AFFILIATED MGRS GROUP INC (AMG) - 330.000 SHARES 33,561 33,561
    AFLAC INCORPORATED (AFL) - 737.000 SHARES 32,774 32,774
    AGILENT TECHNOLOGIES (A) - 1,646.000 SHARES 195,035 195,035
    AGREE REALTY CORP (ADC) - 1,614.000 SHARES 107,460 107,460
    AIA GROUP LTD SPON ADR (AAGIY) - 13,328.000 SHARES 654,805 654,805
    AIR LEASE CORP CL A (AL) - 3,725.000 SHARES 165,465 165,465
    AIR LIQUIDE ADR (AIL) - 2,886.000 SHARES 94,921 94,921
    AIRBUS SE UNSPONSORED ADR (EADSY) - 4,166.000 SHARES 113,815 113,815
    ALBEMARLE CORPORATION (ALB) - 795.000 SHARES 117,278 117,278
    ALCON INC (ALC) - 3,427.000 SHARES 226,113 226,113
    ALEXANDRIA REAL ESTATE EQ INC (ARE) - 1,264.000 SHARES 225,270 225,270
    ALFA LAVAL AB-UNSPONS ADR (ALFVY) - 3,655.000 SHARES 99,124 99,124
    ALIBABA GROUP HLDG LTD (2RR.F) - 430.000 SHARES 100,074 100,074
    ALIGN TECHNOLOGY (ALGN) - 491.000 SHARES 262,381 262,381
    ALLIANCE DATA SYSTEMS CORP (ADS) - 251.000 SHARES 18,599 18,599
    ALLIANZ SE ADR (ALIZY) - 9,429.000 SHARES 232,425 232,425
    ALLISON TRANSMN HLDGS INC (ALSN) - 356.000 SHARES 15,354 15,354
    ALLSTATE CORP (ALL) - 1,206.000 SHARES 132,576 132,576
    ALPHABET INC CL A (GOOGL) - 58.000 SHARES 101,653 101,653
    ALPHABET INC CL C (GOOG) - 83.000 SHARES 145,406 145,406
    AMADEUS IT GROUP S.A ADR (AMADY) - 2,752.000 SHARES 206,785 206,785
    AMAZON COM INC (AMZN) - 212.000 SHARES 690,469 690,469
    AMBEV S A SPONSORED ADR (ABEV) - 35,305.000 SHARES 108,033 108,033
    AMER INTL GP INC NEW (AIG) - 5,050.000 SHARES 191,193 191,193
    AMERICAN HOMES 4 RENT CL A (AMH) - 2,467.000 SHARES 74,010 74,010
    AMERICAN TOWER REIT COM (AMT) - 2,150.000 SHARES 482,589 482,589
    AMERICOLD RLTY TR COM (COLD) - 3,220.000 SHARES 120,203 120,203
    AMERIPRISE FINCL INC (AMP) - 480.000 SHARES 93,278 93,278
    AMERISOURCEBERGEN CORP (ABC) - 549.000 SHARES 53,670 53,670
    AMGEN INC (AMGN) - 120.000 SHARES 27,590 27,590
    ANTHEM INC COM (ANTM) - 311.000 SHARES 99,859 99,859
    APARTMENT INCOME REIT CORP (AIRC) - 2,043.000 SHARES 78,472 78,472
    APARTMENT INV&MGMT CL A (AIV) - 2,043.000 SHARES 10,787 10,787
    APPLE INC (AAPL) - 1,658.000 SHARES 220,000 220,000
    APPLIED MATERIALS INC (AMAT) - 2,252.000 SHARES 194,348 194,348
    ARCHER DANIELS MIDLAND (ADM) - 2,427.000 SHARES 122,345 122,345
    ARROW ELECTRONICS (ARW) - 505.000 SHARES 49,137 49,137
    ASML HOLDING NV NY REG NEW (ASML) - 724.000 SHARES 353,109 353,109
    ASSURANT INC (AIZ) - 405.000 SHARES 55,169 55,169
    AT&T INC (T) - 3,652.000 SHARES 105,032 105,032
    ATLAS COPCO AS A ADR A NEW (ATCO) - 7,380.000 SHARES 376,970 376,970
    ATLASSIAN CORP PLC CL A (TEAM) - 463.000 SHARES 108,282 108,282
    AUTOZONE INC (AZO) - 78.000 SHARES 92,464 92,464
    AVALARA INC (AVLR) - 125.000 SHARES 20,611 20,611
    AVANTOR INC (AVTR) - 1,394.000 SHARES 39,241 39,241
    BANCO BILBAO VIZ ARG SA ADS (BBVA) - 27,869.000 SHARES 137,673 137,673
    BANK OF AMERICA CORP (BAC) - 4,573.000 SHARES 138,608 138,608
    BANK OF NT BUTTERFIELD&SON LTD (NTB) - 2,054.000 SHARES 64,003 64,003
    BECTON DICKINSON & CO (BDX) - 548.000 SHARES 137,121 137,121
    BERKSHIRE HATHAWAY CL-B NEW (BRK-B) - 773.000 SHARES 179,236 179,236
    BERRY GLOBAL GROUP INC (BERY) - 877.000 SHARES 49,279 49,279
    BEST BUY CO (BBY) - 460.000 SHARES 45,903 45,903
    BIOMARIN PHARMAC SE (BMRN) - 568.000 SHARES 49,808 49,808
    BLACK KNIGHT INC (BKI) - 505.000 SHARES 44,617 44,617
    BLACKSTONE GROUP INC CL A (BX) - 1,557.000 SHARES 100,909 100,909
    BOEING CO (BA) - 256.000 SHARES 54,799 54,799
    BOOKING HOLDINGS INC (BKNG) - 90.000 SHARES 200,454 200,454
    BOSTON PROPERTIES INC (BXP) - 951.000 SHARES 89,898 89,898
    BOSTON SCIENTIFIC CORP (BSX) - 2,581.000 SHARES 92,787 92,787
    BRISTOL MYERS SQUIBB CO (BMY) - 2,681.000 SHARES 166,302 166,302
    BROADCOM INC (AVGO) - 512.000 SHARES 224,179 224,179
    BURBERRY GROUP PLC SPONS ADR (BURBY) - 5,913.000 SHARES 145,223 145,223
    CAESARS ENTERTAINMENT INC NEW (CZR) - 224.000 SHARES 16,636 16,636
    CAMDEN PROPERTY TRUST (CPT) - 858.000 SHARES 85,731 85,731
    CANADIAN NATL RAILWAY CO (CNI) - 826.000 SHARES 90,736 90,736
    CANADIAN NATURAL RESOURCES LTD (CNQ) - 1,103.000 SHARES 26,527 26,527
    CARDINAL HEALTH INC (CAH) - 2,458.000 SHARES 131,650 131,650
    CARTER'S (CRI) - 960.000 SHARES 90,307 90,307
    CATERPILLAR INC (CAT) - 1,229.000 SHARES 223,703 223,703
    CBRE GROUP INC CL A (CBRE) - 2,571.000 SHARES 161,253 161,253
    CELANESE CORP SERIES A COM STK (CE) - 766.000 SHARES 99,534 99,534
    CELLNEX TELECOM SA UNS ADR (CLLNY) - 2,404.000 SHARES 74,957 74,957
    CENTENE CORPORATION (CNC) - 1,225.000 SHARES 73,537 73,537
    CENTERPOINT ENERGY INC (CNP) - 1,560.000 SHARES 33,758 33,758
    CENTERSPACE (CSR) - 950.000 SHARES 67,108 67,108
    CHARLES SCHWAB NEW (SCHW) - 1,094.000 SHARES 58,026 58,026
    CHECK POINT SOFTWARE TECH LTD (CHKP) - 1,633.000 SHARES 217,042 217,042
    CHUBB LTD (CB) - 650.000 SHARES 100,048 100,048
    CHUGAI PHARMACEUTIC UNSP ADR (CHGCY) - 7,608.000 SHARES 202,373 202,373
    CIGNA CORP (CI) - 1,095.000 SHARES 227,957 227,957
    CISCO SYS INC (CSCO) - 5,604.000 SHARES 250,779 250,779
    CIT GROUP INC NEW (CIT) - 1,117.000 SHARES 40,100 40,100
    CITIGROUP INC NEW (C) - 1,270.000 SHARES 78,308 78,308
    COCA COLA EUROPEAN PARTNERS P (CCEP) - 1,022.000 SHARES 49,393 49,393
    COGNIZANT TECH SOLUTIONS CL A (CTSH) - 1,659.000 SHARES 135,955 135,955
    COMCAST CORP (NEW) CLASS A (CMCSA) - 2,752.000 SHARES 144,205 144,205
    COMMSCOPE HOLDING COMPANY INC (COMM) - 1,201.000 SHARES 16,093 16,093
    CONAGRA BRANDS INC (CAG) - 2,954.000 SHARES 107,112 107,112
    CONCENTRIX CORP (CNXC) - 335.000 SHARES 33,065 33,065
    CONOCOPHILLIPS (COP) - 5,634.000 SHARES 225,304 225,304
    CORESITE REALTY CORP (COR) - 414.000 SHARES 51,866 51,866
    COSTAR GROUP INC (CSGP) - 181.000 SHARES 167,295 167,295
    COSTCO WHOLESALE CORP NEW (COST) - 418.000 SHARES 157,494 157,494
    CRH PLC ADR (CRH) - 688.000 SHARES 29,295 29,295
    CROWN CASTLE INTL CORP (REIT CCI) - 1,903.000 SHARES 302,939 302,939
    CROWN HLDGS INC (HOLDING CO) (CCK) - 898.000 SHARES 89,980 89,980
    CUBESMART COM (CUBE) - 3,576.000 SHARES 120,189 120,189
    CUMMINS INC (CMI) - 143.000 SHARES 32,475 32,475
    CVS HEALTH CORP COM (CVS) - 2,289.000 SHARES 156,339 156,339
    DANAHER CORPORATION (DHR) - 440.000 SHARES 97,742 97,742
    DASSAULT SYSTEMS SA ADS (DASTY) - 1,341.000 SHARES 273,121 273,121
    DBS GROUP HOLDINGS LTD SP (DBSDY) - 3,011.000 SHARES 228,987 228,987
    DEERE & CO (DE) - 357.000 SHARES 96,051 96,051
    DELL TECHNOLOGIES INC CL C (DELL) - 1,429.000 SHARES 104,731 104,731
    DIAGEO PLC SPON ADR NEW (DEO) - 834.000 SHARES 132,448 132,448
    DIGITAL REALTY TRUST INC (DLR) - 644.000 SHARES 89,844 89,844
    DISCOVER FINCL SVCS (DFS) - 1,484.000 SHARES 134,347 134,347
    DOLLAR TREE INC (DLTR) - 1,143.000 SHARES 123,490 123,490
    DOVER CORP (DOV) - 275.000 SHARES 34,719 34,719
    DUPONT DE NEMOURS INC (DD) - 3,624.000 SHARES 257,703 257,703
    EAST WEST BANCORP (EWBC) - 2,680.000 SHARES 135,903 135,903
    EASTGROUP PROPERTIES INC (EPG) - 1,368.000 SHARES 188,866 188,866
    EATON CORP PLC SHS (ETN) - 572.000 SHARES 68,720 68,720
    EDISON INTERNATIONAL (EIX) - 2,431.000 SHARES 152,715 152,715
    EDP ENERGIAS DE PORTGUAL SA (EDPFY) - 3,576.000 SHARES 234,729 234,729
    EDWARD LIFESCIENCES CORP (EW) - 1,734.000 SHARES 158,193 158,193
    ELANCO ANIMAL HEALTH INC (ELAN) - 2,266.000 SHARES 69,498 69,498
    ELASTIC N V (ESTC) - 1,259.000 SHARES 183,978 183,978
    EMCOR GROUP INC (EME) - 1,056.000 SHARES 96,582 96,582
    EOG RESOURCES INC (EOG) - 1,190.000 SHARES 59,345 59,345
    EPIROC AKTIEBOLAG ADR (EPOKY) - 7,398.000 SHARES 134,496 134,496
    EQUINIX INC (REIT EQIX) - 606.000 SHARES 432,793 432,793
    EQUITY LIFESTYLE PROPERTIES (ELS) - 1,725.000 SHARES 109,296 109,296
    EQUITY RESIDENTIAL (EQR) - 1,941.000 SHARES 115,062 115,062
    ERSTE GROUP BANK AG SPONS ADR (EBKDY) - 3,765.000 SHARES 57,077 57,077
    ESSEX PROPERTY TRUST INC (ESS) - 262.000 SHARES 62,204 62,204
    ESTEE LAUDER CO INC CL A (EL) - 292.000 SHARES 77,727 77,727
    EURONET WORLDWIDE INC (EEFT) - 1,333.000 SHARES 193,178 193,178
    EVEREST RE GROUP LTD (RE) - 216.000 SHARES 50,563 50,563
    EXACT SCIENCES CORP (EXAS) - 1,361.000 SHARES 180,319 180,319
    EXTRA SPACE STORAGE INC (EXR) - 829.000 SHARES 96,048 96,048
    FACEBOOK INC CL-A (FB) - 1,599.000 SHARES 436,783 436,783
    FANUC CORPORATION UNSP ADR (FANUY) - 12,008.000 SHARES 296,478 296,478
    FIDELITY NATIONAL FINANCIAL IN (FNF) - 1,563.000 SHARES 61,098 61,098
    FIFTH 3RD BANCORP OHIO (FITB) - 1,198.000 SHARES 33,029 33,029
    FIRST INDUST REALTY TR INC (FR) - 3,576.000 SHARES 150,657 150,657
    FIRST REPUBLIC BANK (FRC) - 936.000 SHARES 137,526 137,526
    FLEXTRONICS INTL LTD (FLEX) - 3,305.000 SHARES 59,424 59,424
    FMC CORP NEW (FMC) - 294.000 SHARES 33,789 33,789
    FOMENTO ECONOMICO MEXICANO (FMX) - 1,758.000 SHARES 133,204 133,204
    FUCHS PETROLUB AG UNSPON ADR (FUPBY) - 3,806.000 SHARES 54,159 54,159
    GAMING & LEISURE PPTYS INC COM (GLPI) - 2,826.000 SHARES 119,822 119,822
    GENL DYNAMICS CORP (GD) - 182.000 SHARES 27,085 27,085
    GENPACT LTD (G) - 3,305.000 SHARES 136,695 136,695
    GIVAUDAN SA ADR (GVDNY) - 1,974.000 SHARES 167,514 167,514
    GLAXOSMITHKLINE PLC ADR (GSK) - 841.000 SHARES 30,949 30,949
    GOLDMAN SACHS GRP INC (GS) - 191.000 SHARES 50,369 50,369
    GRACE WR & CO DELA NEW (GRA) - 433.000 SHARES 23,737 23,737
    HANESBRANDS INC (HIB) - 2,276.000 SHARES 33,184 33,184
    HARLEY DAVIDSON INC (HOG) - 1,168.000 SHARES 42,866 42,866
    HCA HEALTHCARE INC (HCA) - 600.000 SHARES 98,676 98,676
    HDFC BANK LTD ADR (HDB) - 1,341.000 SHARES 96,901 96,901
    HEALTHCARE REALTY TRUST INCORP (HR) - 2,958.000 SHARES 87,557 87,557
    HEXCEL CORP NEW (HXL) - 1,781.000 SHARES 86,361 86,361
    HILTON WORLDWIDE HLDGS INC (HLT) - 1,126.000 SHARES 125,279 125,279
    HONEYWELL INTERNATIONAL INC (HON) - 592.000 SHARES 125,918 125,918
    HOST HOTELS & RESORTS INC (HST) - 6,585.000 SHARES 96,339 96,339
    HOWMET AEROSPACE INC (HWM) - 1,494.000 SHARES 42,639 42,639
    HOYA CORP SPONS ADR (HOCPY) - 1,213.000 SHARES 168,352 168,352
    HUNTINGTON BANCSHARES (HBAN) - 3,940.000 SHARES 49,762 49,762
    HUNTINGTON INGALLS INDUSTRIES (HII) - 87.000 SHARES 14,832 14,832
    ICICI BANK LTD (IBN) - 8,550.000 SHARES 127,053 127,053
    ICON PLC (ICLR) - 877.000 SHARES 170,997 170,997
    IDEX CORPORATION DELAWARE (IEX) - 108.000 SHARES 21,514 21,514
    IDEXX LABS (IDXX) - 319.000 SHARES 159,459 159,459
    ILLUMINA INC (ILMN) - 518.000 SHARES 191,660 191,660
    INDUSTRIA DE DISENO TEXTIL IND (IDEXY) - 8,030.000 SHARES 128,801 128,801
    INFINEON TECHNOLOGIES AG (IFNNY) - 10,373.000 SHARES 399,879 399,879
    INTEL CORP (INTC) - 2,307.000 SHARES 114,935 114,935
    INTUIT INC (INTU) - 399.000 SHARES 151,560 151,560
    INVITATION HOMES INC (INVH) - 4,785.000 SHARES 142,115 142,115
    ITAU UNIBANCO MULTIPLE ADR (ITUB) - 24,415.000 SHARES 148,687 148,687
    JACOBS ENGR GROUP INC (J) - 1,420.000 SHARES 154,723 154,723
    JOHNSON & JOHNSON (JNJ) - 1,860.000 SHARES 292,727 292,727
    JPMORGAN CHASE & CO (JPM) - 1,263.000 SHARES 160,489 160,489
    JUST EAT TAKEAWAY COM N V ADR (GRUB) - 13,363.000 SHARES 152,472 152,472
    KAO CORP (KAOOY) - 10,159.000 SHARES 156,855 156,855
    KBC GROUP NV UNSPONS ADR (BCSY) - 2,951.000 SHARES 102,960 102,960
    KEYSIGHT TECHNOLOGIES INC (KEYS) - 1,415.000 SHARES 186,907 186,907
    KINROSS GOLD CORP NEW (KGC) - 2,169.000 SHARES 15,920 15,920
    KLA CORPORATION (KLAC) - 170.000 SHARES 44,015 44,015
    KOMATSU LTD SPON ADR NEW (KMTUY) - 4,792.000 SHARES 132,655 132,655
    KROGER CO (KR) - 1,462.000 SHARES 46,433 46,433
    KUBOTA CP ADR (KUBTY) - 1,413.000 SHARES 155,910 155,910
    L OREAL CO ADR (LRLCY) - 5,739.000 SHARES 437,025 437,025
    L3HARRIS TECHNOLOGIES INC (LHX) - 632.000 SHARES 119,461 119,461
    LABORATORY CP AMER HLDGS NEW (LH) - 723.000 SHARES 147,167 147,167
    LAM RESEARCH CORPORATION (LRCX) - 196.000 SHARES 92,565 92,565
    LAS VEGAS SANDS CORPORATION (LVS) - 615.000 SHARES 36,654 36,654
    LEAR CORP (LEA) - 119.000 SHARES 18,925 18,925
    LEGRAND SA (LGRDY) - 9,501.000 SHARES 168,833 168,833
    LENNAR CORPORATION (LEN) - 480.000 SHARES 36,590 36,590
    LIBERTY GLOBAL PLC CL C (LBTYK) - 2,954.000 SHARES 69,862 69,862
    LIBERTY MEDIA CORP SER C (FWONK) - 1,213.000 SHARES 51,674 51,674
    LINCOLN NTL CORP IND (LNC) - 1,266.000 SHARES 63,692 63,692
    LINDE PLC (LIN) - 1,391.000 SHARES 366,542 366,542
    LKQ CORPORATION (LKQ) - 922.000 SHARES 32,491 32,491
    LONDON STK EXCHANGE GROUP ADR (LNSTY) - 8,838.000 SHARES 276,275 276,275
    LONZA GROUP AG ZUERICH ADR (LZAGY) - 3,612.000 SHARES 231,457 231,457
    LOWES COMPANIES INC (LOW) - 991.000 SHARES 159,065 159,065
    LTC PROPERTIES INC (LTC) - 1,793.000 SHARES 69,766 69,766
    MARATHON PETROLEUM CORP (MPC) - 1,454.000 SHARES 60,137 60,137
    MARSH & MCLENNAN COS INC (MMC) - 179.000 SHARES 20,943 20,943
    MASTERCARD INC CL A (MA) - 716.000 SHARES 255,569 255,569
    MATCH GROUP INC (MTCH) - 893.000 SHARES 135,013 135,013
    MCKESSON CORP (MCK) - 328.000 SHARES 57,046 57,046
    MEDTRONIC PLC SHS (MDT) - 655.000 SHARES 76,727 76,727
    MERCK & CO INC NEW COM (MRK) - 1,513.000 SHARES 123,763 123,763
    MICRON TECH INC (MU) - 1,097.000 SHARES 82,472 82,472
    MICROSOFT CORP (MSFT) - 1,387.000 SHARES 308,497 308,497
    MID AMER APART COMM INC (MAA) - 1,107.000 SHARES 140,246 140,246
    MOHAWK INDUSTRIES INC (MHK) - 771.000 SHARES 108,672 108,672
    MONDELEZ INTL INC COM (MDLZ) - 2,105.000 SHARES 123,079 123,079
    MONOTARO CO LTD ADR (MONOY) - 1,598.000 SHARES 81,706 81,706
    MOTOROLA SOLUTIONS INC (MSI) - 725.000 SHARES 123,294 123,294
    MSCI INC COM (MSCI) - 321.000 SHARES 143,336 143,336
    NESTLE SPON ADR REP REG SHR (NSRGY) - 4,234.000 SHARES 498,765 498,765
    NETFLIX INC (NFLX) - 179.000 SHARES 96,791 96,791
    NEW ORIENTAL ED & TECH GRP ADR (EDU) - 1,011.000 SHARES 187,854 187,854
    NEWMONT CORPORATION (NEM) - 433.000 SHARES 25,932 25,932
    NEXPOINT RESIDENT TR INC (NXRT) - 1,712.000 SHARES 72,435 72,435
    NIDEC CORP (NJDCY) - 4,134.000 SHARES 131,048 131,048
    NIKE INC B (NKE) - 2,478.000 SHARES 350,563 350,563
    NINTENDO CO LTD ADR NEW (NTDOY) - 3,698.000 SHARES 297,763 297,763
    NITORI HLDGS CO LTD ADR (NCLTY) - 4,605.000 SHARES 97,534 97,534
    NORTHROP GRUMMAN CP(HLDG CO) (NOC) - 447.000 SHARES 136,210 136,210
    NOVARTIS AG ADR (NVS) - 2,977.000 SHARES 281,118 281,118
    NOVO NORDISK A/S ADR (NVO) - 2,761.000 SHARES 192,856 192,856
    NOVOZYMES A/S UNSPONS APR (NVZMY) - 1,291.000 SHARES 73,677 73,677
    NRG ENERGY INC (NRG) - 1,606.000 SHARES 60,305 60,305
    NVIDIA CORPORATION (NVDA) - 503.000 SHARES 262,667 262,667
    NXP SEMICONDUCTORS NV (NXPI) - 423.000 SHARES 67,261 67,261
    OCADO GROUP PLC SPONSORED ADR (OCDDY) - 1,323.000 SHARES 85,334 85,334
    O-I GLASS INC (OI) - 787.000 SHARES 9,365 9,365
    ON SEMICONDUCTOR CORP (ON) - 797.000 SHARES 26,086 26,086
    ORACLE CORP (ORCL) - 2,742.000 SHARES 177,380 177,380
    OTIS WORLDWIDE CORP (OTIS) - 379.000 SHARES 25,601 25,601
    OWENS CORNING INC (OC) - 683.000 SHARES 51,744 51,744
    PARSLEY ENERGY INC CL A (PE) - 2,580.000 SHARES 36,636 36,636
    PAYPAL HLDGS INC COM (PYPL) - 1,294.000 SHARES 303,055 303,055
    PETROLEO BRASILEIRO SA (PBR) - 2,771.000 SHARES 31,118 31,118
    PFIZER INC (PFE) - 1,915.000 SHARES 70,491 70,491
    PHYSICIANS REALTY TRUST (DOC) - 3,564.000 SHARES 63,439 63,439
    PING AN INSURANCE ADR (PNGAY) - 5,142.000 SHARES 125,979 125,979
    PJSC LUKOIL SPONSORED ADR (LUKOY) - 1,340.000 SHARES 91,602 91,602
    POSTAL REALTY TRUST INC CL A (PSTL) - 3,064.000 SHARES 51,720 51,720
    PPG INDUSTRIES INC (PPG) - 181.000 SHARES 26,104 26,104
    PROCTER & GAMBLE (PG) - 661.000 SHARES 91,972 91,972
    PROGRESSIVE CORP OHIO (PGR) - 792.000 SHARES 78,313 78,313
    PVH CORPORATION (PVH) - 892.000 SHARES 83,750 83,750
    QORVO INC COM (QRVO) - 216.000 SHARES 35,914 35,914
    QUANTA SERVICES INC (PWR) - 846.000 SHARES 60,929 60,929
    QURATE RETAIL INC SER A (QRTEA) - 2,917.000 SHARES 31,999 31,999
    RAYTHEON TECHNOLOGIES CORP (RTX) - 1,618.000 SHARES 115,703 115,703
    RENAISSANCE RE HOLDINGS LTD (RNR) - 139.000 SHARES 23,049 23,049
    RENTOKIL GROUP PLC SP ADR (RTOKY) - 4,744.000 SHARES 168,886 168,886
    RIO TINTO PLC SPON ADR (RIO) - 2,484.000 SHARES 186,846 186,846
    ROBERT HALF INT (RHI) - 235.000 SHARES 14,683 14,683
    ROCHE HOLDINGS ADR (RHHBY) - 9,686.000 SHARES 424,634 424,634
    ROKU INC COM CL A (ROKU) - 157.000 SHARES 52,127 52,127
    ROPER TECHNOLOGIES, INC. (ROP) - 204.000 SHARES 87,942 87,942
    ROSS STORES INC (ROST) - 1,404.000 SHARES 172,425 172,425
    ROYAL DUTCH SHELL PLC CL B (RDS-B) - 3,131.000 SHARES 105,233 105,233
    SAFEHOLD INC COM (SAFE) - 2,406.000 SHARES 174,411 174,411
    SALESFORCE.COM,INC. (CRM) - 1,298.000 SHARES 288,844 288,844
    SAP AG (SAP) - 2,171.000 SHARES 283,077 283,077
    SAREPTA THERAPEUTICS INC COM (SRPT) - 555.000 SHARES 94,622 94,622
    SCHLUMBERGER LTD (SLB) - 1,421.000 SHARES 31,020 31,020
    SCHNEIDER ELEC SA UNSP ADR (SBGSY) - 7,997.000 SHARES 231,513 231,513
    SEI INVESTMENTS CO (SEIC) - 1,600.000 SHARES 91,952 91,952
    SERVICENOW INC (NOW) - 436.000 SHARES 239,987 239,987
    SGS SA ADR (SGSOY) - 2,687.000 SHARES 80,623 80,623
    SHERWIN WILLIAMS COMPANY OHIO (SHW) - 253.000 SHARES 185,933 185,933
    SHIONOGI & CO LTD UNSPONS ADR (SGIOY) - 5,112.000 SHARES 70,034 70,034
    SHISEIDO LTD SPON ADR (SSDOY) - 2,050.000 SHARES 142,065 142,065
    SHOPIFY INC (SHOP) - 174.000 SHARES 196,959 196,959
    SIMON PPTY GROUP INC (PG) - 1,195.000 SHARES 101,910 101,910
    SL GREEN REALTY CP (SLG) - 799.000 SHARES 47,604 47,604
    SLM CORPORATION (SLM) - 10,361.000 SHARES 128,373 128,373
    SNAP INC. CL A (SNAP) - 2,418.000 SHARES 121,069 121,069
    SOCIEDAD QUIMICA Y MINERA ADS (SQM) - 1,387.000 SHARES 68,088 68,088
    SOLAREDGE TECHNOLOGIES INC (SEDG) - 337.000 SHARES 107,543 107,543
    SONOVA HLDG AG UNSP ADR (SONVY) - 2,423.000 SHARES 127,280 127,280
    SPLUNK INC (SPLK) - 788.000 SHARES 133,873 133,873
    SPOTIFY TECHNOLOGY SA (SPOT) - 566.000 SHARES 178,098 178,098
    SQUARE INC CLASS A (SQ) - 587.000 SHARES 127,755 127,755
    SS&C TECHNOLOGIES HLDGS INC (SSNC) - 644.000 SHARES 46,851 46,851
    STEEL DYNAMICS INC (STLD) - 976.000 SHARES 35,985 35,985
    STONECO LTD CL A (STNE) - 1,960.000 SHARES 164,483 164,483
    STORE CAPITAL CORPORATION (STOR) - 3,223.000 SHARES 109,518 109,518
    SUNCOR ENERGY INC (SU) - 3,483.000 SHARES 58,445 58,445
    SYMRISE AG UNSPONS ADR (SYIEY) - 4,591.000 SHARES 152,720 152,720
    SYNNEX CORP (SNX) - 335.000 SHARES 27,282 27,282
    SYSMEX CORP UNSPON ADR (SSMXY) - 2,761.000 SHARES 166,074 166,074
    TAIWAN SMCNDCTR MFG CO LTD ADR (TSM) - 6,140.000 SHARES 669,506 669,506
    TAPESTRY INC (TPR) - 1,587.000 SHARES 49,324 49,324
    TEAMVIEWER AG ADR (TMVWY) - 6,694.000 SHARES 185,759 185,759
    TELEPERFORMANCE SA UNSP ADR (TLPFY) - 961.000 SHARES 164,792 164,792
    TEMENOS AG SPONSORED ADR (TMSNY) - 802.000 SHARES 113,579 113,579
    TENCENT HLDGS LTD UNSPON ADR (TCEHY) - 4,874.000 SHARES 350,392 350,392
    TERRENO RLTY CORP COM (TRNO) - 3,325.000 SHARES 194,546 194,546
    TEXAS INSTRUMENTS (TXN) - 780.000 SHARES 128,021 128,021
    THOMSON REUTERS CORP (TPR) - 1,701.000 SHARES 139,295 139,295
    TJX COS INC NEW (TJX) - 567.000 SHARES 38,720 38,720
    T-MOBILE US INC COM (TMUS) - 1,523.000 SHARES 205,377 205,377
    TOKYO ELECTRON LTD UNSPON ADR (TOELY) - 2,226.000 SHARES 208,327 208,327
    TRANE TECHNOLOGIES PLC (TT) - 661.000 SHARES 95,951 95,951
    TRUIST FINL CORP (TFC) - 5,085.000 SHARES 243,724 243,724
    TWILIO INC CL A (TWLO) - 151.000 SHARES 51,114 51,114
    UBER TECHNOLOGIES INC (UBER) - 1,767.000 SHARES 90,117 90,117
    UMICORE SA ADR (UMICY) - 7,361.000 SHARES 87,596 87,596
    UNICHARM CORP UNSPON ADR (UNICY) - 22,066.000 SHARES 211,613 211,613
    UNILEVER PLC (NEW) ADS (UL) - 2,480.000 SHARES 149,693 149,693
    UNION PACIFIC CORP (UNP) - 180.000 SHARES 37,480 37,480
    UNITED RENTALS INC (URI) - 653.000 SHARES 151,437 151,437
    UNITEDHEALTH GP INC (UNH) - 694.000 SHARES 243,372 243,372
    UNIVAR SOLUTIONS INC (UNVR) - 1,223.000 SHARES 23,249 23,249
    VERIZON COMMUNICATIONS (VZ) - 1,866.000 SHARES 109,628 109,628
    VERTEX PHARMACEUTICALS (VRTX) - 236.000 SHARES 55,776 55,776
    VESTAS WIND SYSTEMS ADS (VWDRY) - 1,779.000 SHARES 139,171 139,171
    VIATRIS INC (VTRS) - 8,208.000 SHARES 153,818 153,818
    VICI PROPERTIES INC. (VICI) - 3,721.000 SHARES 94,886 94,886
    VIRTU FINANCIAL INC (VIRT) - 2,615.000 SHARES 65,820 65,820
    VISA INC CL A (V) - 1,055.000 SHARES 230,760 230,760
    VISTRA CORP (VST) - 2,074.000 SHARES 40,775 40,775
    WABTEC CORP (WAB) - 526.000 SHARES 38,503 38,503
    WALT DISNEY CO HLDG CO (DIS) - 1,139.000 SHARES 206,364 206,364
    WEINGARTEN REALTY INV SBI (WRI) - 2,599.000 SHARES 56,320 56,320
    WELLTOWER INC (WELL) - 1,766.000 SHARES 114,119 114,119
    WESTERN DIGITAL CORPORATION (WDC) - 1,878.000 SHARES 104,022 104,022
    WESTROCK CO COM (WRK) - 517.000 SHARES 22,505 22,505
    WEYERHAEUSER CO (WY) - 5,512.000 SHARES 184,817 184,817
    WHIRLPOOL CORP (WHR) - 430.000 SHARES 77,611 77,611
    WILLIAMS SONOMA (WSM) - 212.000 SHARES 21,590 21,590
    WORLDLINE SA ADR (WRDLY) - 2,740.000 SHARES 132,712 132,712
    WYNDHAM HOTELS & RESORTS INC (WH) - 393.000 SHARES 23,360 23,360
    XILINX INC (XLNX) - 543.000 SHARES 76,981 76,981
    XPO LOGISTICS INC (XPO) - 560.000 SHARES 66,752 66,752
    YAMANA GOLD INC (AUY) - 4,968.000 SHARES 28,367 28,367
    YANDEX N.V. A (YNDX) - 1,147.000 SHARES 79,808 79,808

    TY 2020 InvestmentsGovtObligationsSch
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    US Government Securities - End of Year Book Value:

    3,895,755
    US Government Securities - End of Year Fair Market Value:

    3,895,755
    State & Local Government Securities - End of Year Book Value:


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


    0


    TY 2020 InvestmentsOtherSchedule2
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    COHESIVE CAPITAL PARTNERS III, LP FMV 69,268 69,268
    HARBOURVEST ACCESS - CO-INVESTMENT FUND V LLC FMV 326,358 326,358
    ISHARES GOLD TRUST (IAU) FMV 2,849,365 2,849,365
    ISHARES TIPS BOND ETF (TIP) FMV 1,970,916 1,970,916
    MATTHEWS ASIAN JAPAN INV (MJFOX) - 73,786.480 SHARES FMV 1,864,584 1,864,584
    PINEGROVE OFFSHORE FUND LTD FMV 122,671 122,671
    SPDR BBG BARC HIGH YIELD BND (JNK) FMV 2,862,834 2,862,834
    SPDR SER TRUST BBG BCL 1 3 ETF (BIL) FMV 1,429,634 1,429,634
    THE LYME CONSERVATION OPPORTUNITIES FUND LP FMV 105,000 105,000
    THE LYME FOREST FUND IV (RPTG) FMV 87,352 87,352
    THE LYME FOREST FUND IV TE LP FMV 477,989 477,989
    THE LYME FOREST FUND V FB LP FMV 363,748 363,748
    TRILANTIC CAPITAL PARTNERS VI FMV 106,218 106,218
    VANGUARD SHORT TERM BND (BSV) FMV 2,147,607 2,147,607
    VANGUARD SM CAP GROWTH ETF (VBK) FMV 2,134,322 2,134,322
    VANGUARD SM CAP VALUE ETF (VBR) FMV 3,455,134 3,455,134
    VIRTUS VONTOBEL EMRG MKT OPP I (HIEMX) - 231,060.340 SHARES FMV 4,263,681 4,263,681
    WA SMASH SRS CR CMPLTN FUND (WAADX) - 160,818.000 SHARES FMV 1,622,654 1,622,654
    WESTERN ASSET SMASH SERIES C (LMLCX) - 248,753.000 SHARES FMV 2,440,267 2,440,267
    WESTERN ASSET SMASH SERIES M (LMSMX) - 178,316.000 SHARES FMV 2,018,537 2,018,537

    TY 2020 LegalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    LEGAL EXPENSES 7,227 0   7,227


    TY 2020 OtherAssetsSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Beginning of Year - Book Value End of Year - Book Value End of Year - Fair Market Value
    PROGRAM RELATED INVESTMENTS 3,164,495 3,310,517 3,310,517
    SECURITY DEPOSIT 1,100 1,100 1,100
    ACCRUED INCOME 34,505 36,096 36,096
    PREPAID FEDERAL EXCISE TAX 317 3,702 3,702
    PREPAID EXPENSES   2,098 2,098


    TY 2020 OtherDecreasesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Amount
    PROVISION FOR DEFERRED FEDERAL EXCISE TAX 153,959


    TY 2020 OtherExpensesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    OFFICE EXPENSE 3,617 181   3,436
    DUES & SUBSCRIPTIONS 2,695 135   2,560
    PAYROLL SERVICE FEES 2,015 101   1,914
    TELEPHONE 3,720 186   3,534
    INSURANCE 1,704 85   1,619
    BANK CHARGES 620 620   0
    DATA PROCESSING 3,862 193   3,669
    PROFESSIONAL DEVELOPMENT 3,500 175   3,325
    OTHER PARTNERSHIP EXPENSES 0 30,074   0


    TY 2020 OtherIncomeSchedule2
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Revenue And Expenses Per Books Net Investment Income Adjusted Net Income
    OTHER PARTNERSHIP INCOME 0 -107 0
    INTEREST ON PRI 32,207 32,207 32,207
    GRANT REFUND 5,000   5,000


    TY 2020 OtherIncreasesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Amount
    UNREALIZED GAIN ON INVESTMENTS 11,076,159


    TY 2020 OtherLiabilitiesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Description Beginning of Year - Book Value End of Year - Book Value
    DEFERRED EXCISE TAX 120,447 274,406


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENT MANAGEMENT FEES 455,728 455,728   0


    TY 2020 TaxesSchedule
    Name:
    1772 FOUNDATION INC
    EIN:
    22-2578377
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES PAID 45,685 46,333   0
    FEDERAL EXCISE TAX 11,114 0   0