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
THE APPLE LANE FOUNDATION INC 14101830
 
Number and street (or P.O. box number if mail is not delivered to street address)CO FTCI 280 PARK AVENUE
  Room/suite
City or town, state or province, country, and ZIP or foreign postal code
NEW YORK, NY10017
A Employer identification number

06-1501640
B Telephone number (see instructions)

(212) 632-3000
C bullet
G Check all that apply:

D 1. Foreign organizations, check here............. bullet
2. Foreign organizations meeting the 85%
test, check here and attach computation ... bullet
E bullet
H Check type of organization:
F bullet
I Fair market value of all assets at end
of year (from Part II, col. (c),
line 16)bullet$13,358,587J Accounting method:
 
(Part I, column (d) must be on cash basis.)
Part I Analysis of Revenue and Expenses (The total of amounts in columns (b), (c), and (d) may not necessarily equal the amounts in column (a) (see instructions).) (a) Revenue and
expenses per
books 		(b) Net investment
income 		(c) Adjusted net
income 		(d) Disbursements
for charitable
purposes
(cash basis only)
Revenue 1 Contributions, gifts, grants, etc., received (attach schedule)  
2 Check bullet.............
3 Interest on savings and temporary cash investments      
4 Dividends and interest from securities... 274,777 274,777  
5a Gross rents............      
b Net rental income or (loss)  
6a Net gain or (loss) from sale of assets not on line 10 271,157
b Gross sales price for all assets on line 6a 3,034,579
7 Capital gain net income (from Part IV, line 2)... 271,157
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........ 545,934 545,934  
Operating and Administrative Expenses 13 Compensation of officers, directors, trustees, etc. 0 0   0
14 Other employee salaries and wages......        
15 Pension plans, employee benefits.......        
16a Legal fees (attach schedule).........        
b Accounting fees (attach schedule)....... Click to see attachment 3,937 0   3,937
c Other professional fees (attach schedule).... Click to see attachment 57,782 46,226   11,556
17 Interest...............        
18 Taxes (attach schedule) (see instructions)... Click to see attachment 19,056 4,056   0
19 Depreciation (attach schedule) and depletion...      
20 Occupancy..............        
21 Travel, conferences, and meetings.......        
22 Printing and publications..........        
23 Other expenses (attach schedule)....... Click to see attachment 197 197   0
24 Total operating and administrative expenses.
Add lines 13 through 23.......... 80,972 50,479   15,493
25 Contributions, gifts, grants paid....... 623,091 623,091
26 Total expenses and disbursements. Add lines 24 and 25 704,063 50,479   638,584
27 Subtract line 26 from line 12:
a Excess of revenue over expenses and disbursements -158,129
b Net investment income (if negative, enter -0-) 495,455
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............. 101,301 -323,799 -323,799
2 Savings and temporary cash investments......... 54,144 1,872,500 1,872,500
3 Accounts receivable bullet  
Less: allowance for doubtful accounts bullet        
4 Pledges receivable bullet  
Less: allowance for doubtful accounts bullet        
5 Grants receivable.................      
6 Receivables due from officers, directors, trustees, and other
disqualified persons (attach schedule) (see instructions).....      
7 Other notes and loans receivable (attach schedule) bullet  
Less: allowance for doubtful accounts bullet        
8 Inventories for sale or use..............      
9 Prepaid expenses and deferred charges..........      
10a Investments—U.S. and state government obligations (attach schedule)      
b Investments—corporate stock (attach schedule)....... 7,580,420 Click to see attachment5,622,498 9,337,562
c Investments—corporate bonds (attach schedule)....... 1,079,544 Click to see attachment1,488,596 1,547,629
11 Investments—land, buildings, and equipment: basis bullet  
Less: accumulated depreciation (attach schedule) bullet        
12 Investments—mortgage loans.............      
13 Investments—other (attach schedule).......... 821,286 Click to see attachment821,286 924,695
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) 9,636,695 9,481,081 13,358,587
Liabilities 17 Accounts payable and accrued expenses..........    
18 Grants payable.................    
19 Deferred revenue.................    
20 Loans from officers, directors, trustees, and other disqualified persons    
21 Mortgages and other notes payable (attach schedule)......    
22 Other liabilities (describe bullet)    
23 Total liabilities (add lines 17 through 22)......... 0 0
Net Assets or Fund Balances Foundations that follow FASB ASC 958, check here bullet
and complete lines 24, 25, 29 and 30.
24 Net assets without donor restrictions...........    
25 Net assets with donor restrictions............    
Foundations that do not follow FASB ASC 958, check here bullet
and complete lines 26 through 30.
26 Capital stock, trust principal, or current funds........ 9,560,176 9,560,176
27 Paid-in or capital surplus, or land, bldg., and equipment fund 0 0
28 Retained earnings, accumulated income, endowment, or other funds 76,519 -79,095
29 Total net assets or fund balances (see instructions)..... 9,636,695 9,481,081
30 Total liabilities and net assets/fund balances (see instructions). 9,636,695 9,481,081
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
9,636,695
2
Enter amount from Part I, line 27a .....................
2
-158,129
3
Other increases not included in line 2 (itemize) bulletClick to see attachment
3
2,515
4
Add lines 1, 2, and 3 ..........................
4
9,481,081
5
Decreases not included in line 2 (itemize) bullet
5
0
6
Total net assets or fund balances at end of year (line 4 minus line 5)—Part II, column (b), line 29 .
6
9,481,081
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 270. LOCKHEED MARTIN CORP P 2020-04-14 2020-12-30
b 2700. ABBOTT LABS P 2016-06-02 2020-06-01
c 300. AMERICAN TOWER CORP P 2011-03-11 2020-04-15
d 1500. AMERICAN TOWER CORP P 2011-03-11 2020-06-01
e 100. APPLE COMPUTER INC NPV P 2010-08-02 2020-08-10
3853.721 ARTISAN SMALL CAP FUND P 2018-11-20 2020-06-01
550. BOEING CO P 2016-02-19 2020-04-01
1525. CHEVRONTEXACO CORP P 2018-03-21 2020-09-10
1250. CUMMINS ENGINE INC P 2018-03-22 2020-06-01
1166. DUPONT DE NEMOURS INC P 2014-11-21 2020-04-15
2122.338 FRANKLIN VALUE FUND CL ADV P 2018-12-17 2020-06-01
3500. INTEL CORP P 2019-02-19 2020-12-21
2700. LAS VEGAS SANDS CORP P 2019-02-19 2020-11-04
1845. LOWES COS INC P 2013-02-07 2020-06-01
4000. METLIFE INC P 2016-08-05 2020-05-19
500. MICROSOFT CORP P 2016-08-11 2020-04-15
2000. OCCIDENTAL PETE CORP P 2018-03-15 2020-04-15
.1 RAYTHEON TECHNOLOGIES CORP P 2019-01-16 2020-04-03
1751. RAYTHEON TECHNOLOGIES CORP P 2019-01-16 2020-04-14
3200. ROYAL DUTCH SHELL PLC SPONSORED P 2015-05-08 2020-06-01
2800. SUNCOR ENERGY INC P 2018-03-29 2020-04-15
3600. TRUIST FINANCIAL CORP P 2018-03-22 2020-05-19
4800. US BANCORP DEL COM NEW P 2019-01-16 2020-09-10
1400. UNITED PARCEL SVC INC CL B P 2018-03-22 2020-05-19
.395 VIATRIS INC P 2016-09-01 2020-11-17
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 95,635   102,807 -7,172
b 250,089   107,334 142,755
c 74,180   15,333 58,847
d 396,572   70,042 326,530
e 45,005   3,746 41,259
150,835   117,858 32,977
77,002   67,915 9,087
121,324   176,966 -55,642
215,698   198,205 17,493
42,287   92,060 -49,773
87,928   80,077 7,851
161,915   172,896 -10,981
137,244   182,309 -45,065
239,601   71,190 168,411
131,675   142,522 -10,847
85,382   25,857 59,525
27,154   128,634 -101,480
5   7 -2
112,053   119,788 -7,735
103,827   208,864 -105,037
42,415   96,481 -54,066
118,864   192,052 -73,188
173,062   242,594 -69,532
136,079   147,879 -11,800
8   6 2
8,740     8,740
Complete only for assets showing gain in column (h) and owned by the foundation on 12/31/69 (l)
Gains (Col. (h) gain minus
col. (k), but not less than -0-) or
Losses (from col.(h))
(i)
F.M.V. as of 12/31/69 		(j)
Adjusted basis
as of 12/31/69 		(k)
Excess of col. (i)
over col. (j), if any
a       -7,172
b       142,755
c       58,847
d       326,530
e       41,259
      32,977
      9,087
      -55,642
      17,493
      -49,773
      7,851
      -10,981
      -45,065
      168,411
      -10,847
      59,525
      -101,480
      -2
      -7,735
      -105,037
      -54,066
      -73,188
      -69,532
      -11,800
      2
      8,740
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 2 271,157
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 6,887
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 6,887
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 6,887
6 Credits/Payments:
a 2020 estimated tax payments and 2019 overpayment credited to 2020 6a 16,300
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 16,300
8 Enter any penalty for underpayment of estimated tax. Check here if Form 2220 is attached. 8 0
9 Tax due. If the total of lines 5 and 8 is more than line 7, enter amount owed.......Bullet 9  
10 Overpayment. If line 7 is more than the total of lines 5 and 8, enter the amount overpaid...Bullet 10 9,413
11 Enter the amount of line 10 to be: Credited to 2021 estimated taxBullet9,413 RefundedBullet 11 0
Part VII-A
Statements Regarding Activities
1a
During the tax year, did the foundation attempt to influence any national, state, or local legislation or did
Yes
No
it participate or intervene in any political campaign? ....................
1a
 
No
b
Did it spend more than $100 during the year (either directly or indirectly) for political purposes? See the instructions
for the definition.................................
1b
 
No
If the answer is "Yes" to 1a or 1b, attach a detailed description of the activities and copies of any materials
published or distributed by the foundation in connection with the activities.
c
Did the foundation file Form 1120-POL for this year?.....................
1c
 
No
d
Enter the amount (if any) of tax on political expenditures (section 4955) imposed during the year:
(1) On the foundation. bullet$ 0(2) On foundation managers.bullet$ 0
e
Enter the reimbursement (if any) paid by the foundation during the year for political expenditure tax imposed
on foundation managers.bullet$ 0
2
Has the foundation engaged in any activities that have not previously been reported to the IRS?.......
2
 
No
If "Yes," attach a detailed description of the activities.
3
Has the foundation made any changes, not previously reported to the IRS, in its governing instrument, articles
of incorporation, or bylaws, or other similar instruments? If "Yes," attach a conformed copy of the changes....
3
 
No
4a
Did the foundation have unrelated business gross income of $1,000 or more during the year?........
4a
 
No
b
If "Yes," has it filed a tax return on Form 990-T for this year?...................
4b
 
 
5
Was there a liquidation, termination, dissolution, or substantial contraction during the year?.........
5
 
No
If "Yes," attach the statement required by General Instruction T.
6
Are the requirements of section 508(e) (relating to sections 4941 through 4945) satisfied either:
  • By language in the governing instrument, or
  • By state legislation that effectively amends the governing instrument so that no mandatory directions
    • that conflict with the state law remain in the governing instrument?................
    6
    Yes
     
    7
    Did the foundation have at least $5,000 in assets at any time during the year? If "Yes," complete Part II, col. (c),
    and Part XV..................................
    7
    Yes
     
    8a
    Enter the states to which the foundation reports or with which it is registered (see instructions)
    bulletCT
    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 ofbulletCHARLES DE SIEYES Telephone no.bullet (212) 632-3000

    Located atbullet35 OLD POWERHOUSE ROADFALMOUTHME ZIP+4bullet04105
    15
    Section 4947(a)(1) nonexempt charitable trusts filing Form 990-PF in lieu of Form 1041 —check here .........bullet
    and enter the amount of tax-exempt interest received or accrued during the year ........bullet
    15
     
    16 At any time during calendar year 2020, did the foundation have an interest in or a signature or other authority over YesNo
    a bank, securities, or other financial account in a foreign country? .................
    16   No
    See the instructions for exceptions and filing requirements for FinCEN Form 114. If "Yes", enter the name of the foreign
    country bullet
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required
    File Form 4720 if any item is checked in the "Yes" column, unless an exception applies.
    Yes
    No
    1a
    During the year did the foundation (either directly or indirectly):
    (1) Engage in the sale or exchange, or leasing of property with a disqualified person?
    (2) Borrow money from, lend money to, or otherwise extend credit to (or accept it from)
    a disqualified person?......................
    (3) Furnish goods, services, or facilities to (or accept them from) a disqualified person?
    (4) Pay compensation to, or pay or reimburse the expenses of, a disqualified person?
    (5) Transfer any income or assets to a disqualified person (or make any of either available
    for the benefit or use of a disqualified person)?...............
    (6) Agree to pay money or property to a government official? (Exception. Check "No"
    if the foundation agreed to make a grant to or to employ the official for a period
    after termination of government service, if terminating within 90 days.).......
    b
    If any answer is "Yes" to 1a(1)–(6), did any of the acts fail to qualify under the exceptions described in Regulations
    section 53.4941(d)-3 or in a current notice regarding disaster assistance? See instructions ........
    1b
     
     
    ........bullet
    c
    Did the foundation engage in a prior year in any of the acts described in 1a, other than excepted acts,
    that were not corrected before the first day of the tax year beginning in 2020?.............
    1c
     
    No
    2
    Taxes on failure to distribute income (section 4942) (does not apply for years the foundation was a private
    operating foundation defined in section 4942(j)(3) or 4942(j)(5)):
    a
    At the end of tax year 2020, did the foundation have any undistributed income (lines 6d
    and 6e, Part XIII) for tax year(s) beginning before 2020?.............
    If "Yes," list the years bullet20, 20, 20, 20
    b
    Are there any years listed in 2a for which the foundation is not applying the provisions of section 4942(a)(2)
    (relating to incorrect valuation of assets) to the year’s undistributed income? (If applying section 4942(a)(2)
    to all years listed, answer "No" and attach statement—see instructions.) ..............
    2b
     
     
    c
    If the provisions of section 4942(a)(2) are being applied to any of the years listed in 2a, list the years here.
    bullet20, 20, 20, 20
    3a
    Did the foundation hold more than a 2% direct or indirect interest in any business enterprise at
    any time during the year?......................
    b
    If "Yes," did it have excess business holdings in 2020 as a result of (1) any purchase by the foundation
    or disqualified persons after May 26, 1969; (2) the lapse of the 5-year period (or longer period approved
    by the Commissioner under section 4943(c)(7)) to dispose of holdings acquired by gift or bequest; or (3)
    the lapse of the 10-, 15-, or 20-year first phase holding period? (Use Schedule C, Form 4720, to determine
    if the foundation had excess business holdings in 2020.)..................
    3b
     
     
    4a
    Did the foundation invest during the year any amount in a manner that would jeopardize its charitable purposes?
    4a
     
    No
    b
    Did the foundation make any investment in a prior year (but after December 31, 1969) that could jeopardize its
    charitable purpose that had not been removed from jeopardy before the first day of the tax year beginning in 2020?
    4b
     
    No
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 6
    Part VII-B
    Statements Regarding Activities for Which Form 4720 May Be Required (continued)
    5a
    During the year did the foundation pay or incur any amount to:
    Yes
    No
    (1) Carry on propaganda, or otherwise attempt to influence legislation (section 4945(e))?
    (2) Influence the outcome of any specific public election (see section 4955); or to carry
    on, directly or indirectly, any voter registration drive?.............
    (3) Provide a grant to an individual for travel, study, or other similar purposes?
    (4) Provide a grant to an organization other than a charitable, etc., organization described
    in section 4945(d)(4)(A)? See instructions................
    (5) Provide for any purpose other than religious, charitable, scientific, literary, or
    educational purposes, or for the prevention of cruelty to children or animals?.....
    b
    If any answer is "Yes" to 5a(1)–(5), did any of the transactions fail to qualify under the exceptions described in
    Regulations section 53.4945 or in a current notice regarding disaster assistance? See instructions ......
    5b
     
     
    .........bullet
    c
    If the answer is "Yes" to question 5a(4), does the foundation claim exemption from the
    tax because it maintained expenditure responsibility for the grant?..........
    If "Yes," attach the statement required by Regulations section 53.4945–5(d).
    6a
    Did the foundation, during the year, receive any funds, directly or indirectly, to pay premiums on
    a personal benefit contract?.....................
    b
    Did the foundation, during the year, pay premiums, directly or indirectly, on a personal benefit contract? ....
    6b
     
    No
    If "Yes" to 6b, file Form 8870.
    7a
    At any time during the tax year, was the foundation a party to a prohibited tax shelter transaction?
    b
    If "Yes", did the foundation receive any proceeds or have any net income attributable to the transaction? ....
    7b
     
     
    8
    Is the foundation subject to the section 4960 tax on payment(s) of more than $1,000,000 in remuneration or
    excess parachute payment during the year? .................
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors
    1 List all officers, directors, trustees, foundation managers and their compensation. See instructions
    (a) Name and address (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation
     (If not paid, enter
    -0-)     		(d) Contributions to employee benefit plans and deferred compensation (e) Expense account,
    other allowances
    CHARLES J DE SIEYES PRESIDENT, DIRECTOR
    10.00     		0 0 0
    C/O FIDUCIARY TRUST COMPANY INTL
    280 PARK AVENUE
    NEW YORK,NY10017
    DAVID C DE SIEYES VICE PRESIDENT
    10.00     		0 0 0
    C/O FIDUCIARY TRUST COMPANY INTL
    280 PARK AVENUE
    NEW YORK,NY10017
    JC DAVID HADDEN DIRECTOR
    10.00     		0 0 0
    C/O FIDUCIARY TRUST COMPANY INTL
    280 PARK AVENUE
    NEW YORK,NY10017
    2 Compensation of five highest-paid employees (other than those included on line 1—see instructions). If none, enter “NONE."
    (a) Name and address of each employee paid more than $50,000 (b) Title, and average
    hours per week
    devoted to position     		(c) Compensation (d) Contributions to
    employee benefit
    plans and deferred
    compensation     		(e) Expense account,
    other allowances
    NONE
    Total number of other employees paid over $50,000...................bullet 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 7
    Part VIII
    Information About Officers, Directors, Trustees, Foundation Managers, Highly Paid Employees,
    and Contractors (continued)
    3 Five highest-paid independent contractors for professional services (see instructions). If none, enter "NONE".
    (a) Name and address of each person paid more than $50,000 (b) Type of service (c) Compensation
    NONE
    Total number of others receiving over $50,000 for professional services.............bullet0
    Part IX-A
    Summary of Direct Charitable Activities
    List the foundation’s four largest direct charitable activities during the tax year. Include relevant statistical information such as the number of organizations and other beneficiaries served, conferences convened, research papers produced, etc. Expenses
    1  
    2  
    3  
    4  
    Part IX-B
    Summary of Program-Related Investments (see instructions)
    Describe the two largest program-related investments made by the foundation during the tax year on lines 1 and 2. Amount
    1  
    2  
    All other program-related investments. See instructions.
    3  
    Total. Add lines 1 through 3.........................bullet0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 8
    Part X
    Minimum Investment Return (All domestic foundations must complete this part. Foreign foundations, see instructions.)
    1
    Fair market value of assets not used (or held for use) directly in carrying out charitable, etc.,
    purposes:
    a
    Average monthly fair market value of securities...................
    1a
    11,299,161
    b
    Average of monthly cash balances.......................
    1b
    1,154,773
    c
    Fair market value of all other assets (see instructions)................
    1c
    0
    d
    Total (add lines 1a, b, and c).........................
    1d
    12,453,934
    e
    Reduction claimed for blockage or other factors reported on lines 1a and
    1c (attach detailed explanation) .............
    1e
    0
    2
    Acquisition indebtedness applicable to line 1 assets..................
    2
    0
    3
    Subtract line 2 from line 1d.........................
    3
    12,453,934
    4
    Cash deemed held for charitable activities. Enter 1 1/2% of line 3 (for greater amount, see
    instructions) .............................
    4
    186,809
    5
    Net value of noncharitable-use assets. Subtract line 4 from line 3. Enter here and on Part V, line 4
    5
    12,267,125
    6
    Minimum investment return. Enter 5% of line 5..................
    6
    613,356
    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
    613,356
    2a
    Tax on investment income for 2020 from Part VI, line 5......
    2a
    6,887
    b
    Income tax for 2020. (This does not include the tax from Part VI.)...
    2b
     
    c
    Add lines 2a and 2b............................
    2c
    6,887
    3
    Distributable amount before adjustments. Subtract line 2c from line 1............
    3
    606,469
    4
    Recoveries of amounts treated as qualifying distributions................
    4
    0
    5
    Add lines 3 and 4............................
    5
    606,469
    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
    606,469
    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
    638,584
    b
    Program-related investments—total from Part IX-B..................
    1b
    0
    2
    Amounts paid to acquire assets used (or held for use) directly in carrying out charitable, etc.,
    purposes...............................
    2
     
    3
    Amounts set aside for specific charitable projects that satisfy the:
    a
    Suitability test (prior IRS approval required)....................
    3a
     
    b
    Cash distribution test (attach the required schedule) .................
    3b
     
    4
    Qualifying distributions. Add lines 1a through 3b. Enter here and on Part V, line 8, and Part XIII, line 4
    4
    638,584
    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
    638,584
    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 7 606,469
    2 Undistributed income, if any, as of the end of 2020:
    a Enter amount for 2019 only....... 586,933
    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$ 638,584
    a Applied to 2019, but not more than line 2a 586,933
    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..... 51,651
    e Remaining amount distributed out of corpus 0
    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 0
    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 ..........     		554,818
    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 ......     		0
    10 Analysis of line 9:
    a Excess from 2016....  
    b Excess from 2017....  
    c Excess from 2018....  
    d Excess from 2019....  
    e Excess from 2020....  
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 10
    Part XIV
    Private Operating Foundations (see instructions and Part VII-A, question 9)
    1a If the foundation has received a ruling or determination letter that it is a private operating
    foundation, and the ruling is effective for 2020, enter the date of the ruling....... bullet
     
    b Check box to indicate whether the organization is a private operating foundation described in section or
    2a Enter the lesser of the adjusted net
    income from Part I or the minimum
    investment return from Part X for each
    year listed ..........     		Tax year Prior 3 years (e) Total
    (a) 2020 (b) 2019 (c) 2018 (d) 2017
             
    b 85% of line 2a .........          
    c Qualifying distributions from Part XII,
    line 4 for each year listed .....     		         
    d Amounts included in line 2c not used directly
    for active conduct of exempt activities ..........     		         
    e Qualifying distributions made directly
    for active conduct of exempt activities.
    Subtract line 2d from line 2c ....     		         
    3 Complete 3a, b, or c for the
    alternative test relied upon:
    a “Assets" alternative test—enter:
    (1) Value of all assets ......          
    (2) Value of assets qualifying
    under section 4942(j)(3)(B)(i)    		          
    b “Endowment" alternative test— enter 2/3
    of minimum investment return shown in
    Part X, line 6 for each year listed...     		         
    c “Support" alternative test—enter:
    (1) Total support other than gross
    investment income (interest,
    dividends, rents, payments
    on securities loans (section
    512(a)(5)), or royalties) ....     		         
    (2) Support from general public
    and 5 or more exempt
    organizations as provided in
    section 4942(j)(3)(B)(iii)....     		         
    (3) Largest amount of support
    from an exempt organization    		          
    (4) Gross investment income          
    Part XV
    Supplementary Information (Complete this part only if the foundation had $5,000 or more in
    assets at any time during the year—see instructions.)
    1Information Regarding Foundation Managers:
    aList any managers of the foundation who have contributed more than 2% of the total contributions received by the foundation
    before the close of any tax year (but only if they have contributed more than $5,000). (See section 507(d)(2).)
    CHARLES J DE SIEYES
    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 email address of the person to whom applications should be addressed:
    bThe form in which applications should be submitted and information and materials they should include:
    cAny submission deadlines:
    dAny restrictions or limitations on awards, such as by geographical areas, charitable fields, kinds of institutions, or other
    factors:
    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
    ACCORD FOOD PANTRY
    PO BOX 2203
    S HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 6,000
    ACLU OF MASSACHUSETTS
    211 CONGRESS STREET
    BOSTON,MA02110     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    ACTION INC
    108 MAIN STREET
    GLOUCESTER,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    AFS MAINE AMERICANS ABROAD FUND
    46 GLENVIEW ROAD
    CUMBERLAND,ME04021     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    AGAWAM COUNCIL
    6 FUNDY ROAD SUITE 100
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    AGAWAM COUNCIL
    6 FUNDY ROAD
    FALMOUTH,MA04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ALZHEIMER FOUNDATION OF AMERICA
    322 8TH AVENUE 7TH FLOOR
    NEW YORK,NY10001     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    ALZHEIMER'S DISEASE AND RELATED DISORDERS ASSOCIATION IL
    8430 W BRYN MAWR AVE
    CHICAGO,IL606313473     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    ALZHEIMER'S DISEASE RESEARCH ASSOCIATION
    31408 HARPER AVE
    ST CLAIR SHORES,MI48082     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    AMERICAN CANCER SOCIETY INC NEW ENGLAND DIVISION INC
    ONE BOWDOIN MILL ISLAND SUITE 300
    TOPSHAM,ME040861240     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    AMERICAN CIVIL LIBERTIES UNION FOUNDATION
    125 BROAD STREET 18TH FLOOR
    NEW YORK,NY10004     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,909
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA500370839     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    AMERICAN RED CROSS
    PO BOX 37839
    BOONE,IA500370839     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 6,547
    AMERICAN RED CROSS
    524 FOREST AVENUE
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ANCHOR TO WINDWARD INCORPORATED CO MARBLEHEAD COUNSELING CENTER
    PO BOX 813
    MARBLEHEAD,MA01945     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000
    APTOS SPORTS FOUNDATION
    9119 SOQUEL DRIVE
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    ASPEN COMMUNITY CHURCH
    200 E BLEEKER STREET
    ASPEN,CO81611     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    ASPEN HISTORICAL SOCIETY
    620 WEST BLEEKER STREET
    ASPEN,CO81611     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ATLANTIC SALMON FEDERATION CONSERVATION FUND
    PO BOX 807
    CALAIS,ME046199975     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    BEVERLY BOOTSTRAPS FOOD PANTRY
    35 PARK ST
    BEVERLY,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    BEVERLY HOSPITAL
    85 HERRICK STREET
    BEVERLY,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    BIG BROTHERS BIG SISTERS
    625 MAIN STREET
    WESTBROOK,ME040924120     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    BIRDSONG NATURE CENTER
    2106 MERIDIAN RD
    THOMASVILLE,GA31792     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    BOSTON BALLET INC
    19 CLARENDON STREET
    BOSTON,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    BOSTON SYMPHONY ORCHESTRA SYMPHONY HALL
    301 MASSACHUSETTS AVE
    BOSTON,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    BOYS & GIRLS CLUB OF GREATER PORTLAND
    PO BOX 7830
    PORTLAND,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    BRIDGEWELL-SOVNER CENTER DEVELOPMENT & ADVANCMENT OFFICE
    10 DEARBORN RD
    PEABODY,MA01960     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    BRIGHAM & WOMENS HOSPITAL (REF NEUROLOGY) DEVELOPMENT OFFICE
    116 HUNTINGTON AVENUE THIRD FLOOR
    BOSTON,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    BROOKWOOD SCHOOL INC
    ONE BROOKWOOD ROAD
    MANCHESTER,MA01944     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    CALIFORNIA ALLIANCE WITH FAMILY FARMERS
    PO BOX 363
    DAVIS,CA95617     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    CAPE ANN HABITAT FOR HUMANITY
    121 HABITAT STREET
    AMERICUS,GA31709     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    CASE WESTERN RESERVE UNIVERSITY SCHOOL OF MEDICINE
    10900 EUCLID AVENUE
    CLEVELAND,OH441064923     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    CASE WESTERN RESERVE UNIVERSITY UNDERGRAD
    10901 EUCLID AVENUE
    CLEVELAND,OH441064923     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    CENTER FOR CONSTITUTIONAL RIGHTS
    666 BROADWAY 7TH FLOOR
    NEW YORK,NY10012     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    CENTER FOR GRIEVING CHILDREN
    555 FOREST AVENUE
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    CENTER FOR LAW AND SOCIAL POLICY
    1310 L ST NW SUITE 900
    WASHINGTON DC,DC20005     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    CHILDREN'S HOSPITAL CORPORATION
    300 LONGWOOD AVENUE
    BOSTON,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    CHRIST CHURCH PARISH DAY SCHOOL
    149 ASBURY STREET SOUTH
    HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 200
    CITIZENS INN
    81 MAIN ST
    PEABODY,MA01960     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    COMMUNITY FOUNDATION OF SANTA CRUZ COUNTY
    7807 SOQUEL DRIVE
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,364
    COMMUNITY HOUSE SERVICE OF HAMILTON & WENHAM
    284 BAY RD S
    HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    COMMUNITY SERVINGS INC
    18 MARBURY TERRACE
    JAMAICA PLAIN,MA01230     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    COPE FAMILY CENTER
    707 RANDOLPH STREET
    NAPA,CA94559     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    CREATIVE PORTLAND
    84 FREE ST
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    CURAMERICAS
    318 W MILLBROOK RD STE 105
    RALEIGH,NC27609     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    CURE (CITIZENS UNITED IN RESEARCH FOR EPILEPSY)
    420 NORTH WABASH SUITE 300
    CHICAGO,IL60611     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    DAMON RUNYON CANCER RESEARCH FOUNDATION
    ONE EXCHANGE PLAZA 55 BROADWAY
    SUITE 302
    NEW YORK,NY10006     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    DANA FARBER CANCER INSTITUTE DIVISION OF DEVELOPMENT & THE JIMMY FUND
    10 BROOKLINE PLACE WEST 6TH FLOOR
    BROOKLINE,MA024457226     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    DANA FARBER PROSTATE RESEARCH
    10 BROOKLINE PLACE WEST 6TH FL
    BROOKLINE,MA024457226     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    DANIEL CARDILLO CHARITABLE FUND
    245 MAIN STREET
    ELLSWORTH,ME04605     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    DAY WORKER CENTER
    406 MAIN ST SUITE 207
    WATSONVILLE,CA95076     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    DEERFIELD ACADEMY
    PO BOX 87
    DEERFIELD,MA013420306     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    DOCTORS WITHOUT BORDERS
    PO BOX 1869
    MERRIFIELD,VA221169644     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    EPILEPSY FOUNDATION
    8301 PROFESSIONAL PLACE EAST STE
    200
    LANDOVER,MD207852353     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    EPILEPSY FOUNDATION OF MASSACHUSETTS AND RHODE ISLAND
    650 SUFFOLK STREET 405
    LOWELL,MA01854     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 6,000
    EQUAL JUSTICE INITIATIVE
    122 COMMERCE STREET
    MONTGOMERY,AL36104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    EQUSS ANAM CARA (DBA HORSE AND HEART RANCH)
    5017 IRONWOOD DR
    SOQUEL,CA95073     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 300
    ESSEX COUNTY GREENBELT
    82 EASTERN AVENUE 405
    ESSEX,MA01929     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ESSEX COUNTY TRAIL ASSOCIATION
    PO BOX 358
    HAMILTON,MA01936     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    FALMOUTH HISTORICAL SOCIETY
    190 US ROUTE 1 PMB 367
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    FAMILY CRISIS CENTER
    BOX 704
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    FAMILY ICE CENTER
    PO BOX 6127
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 35,000
    FAMILY PLANNING ASSOC OF MAINE
    PO BOX 587
    AUGUSTA,ME04332     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    FARM & WILDERNESS
    263 FARM WILDERNESS ROAD
    PLYMOUTH,VT050569434     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,819
    FIRST CONGREGATIONAL CHURCH OF WASHINGTON CT
    PO BOX 1285
    WASHINGTON,CT06793     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    FOOD RUNNERS
    2579 WASHINGTON STREET
    SAN FRANCISCO,CA94115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,818
    FOOD RUNNERS
    2579 WASHINGTON STREET
    SAN FRANCISCO,CA94115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    FOOD RUNNERS
    2579 WASHINGTON STREET
    SAN FRANCISCO,CA94115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    FRENCH LIBRARY & CULTURAL CENTER
    53 MALBOROUGH STREET
    BOSTON,MA02116     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    FRIENDS FOREVER INTERNATIONAL
    ONE MORGAN WAY
    DURHAM,NH03824     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,100
    FRIENDS OF CASCO BAY CAMPAIGN
    2 FORT ROAD SOUTH
    PORTLAND,ME04106     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    FRIENDS OF NAPA COUNTY ANIMAL SHELTER
    PO BOX 715
    NAPA,CA94559     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    FRIENDS OF NORTHSHORE EDUCATION CONSORTIUM INC
    112 SOHIER RD
    BEVERLY,MA019155534     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    FRIENDS OF PORTLAND ADULT EDUCATION
    14 LOCUST ST
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    GIRLS INC OF THE CENTRAL COAST
    318 CAYUGA ST SUITE 206
    SALINAS,CA93901     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    GLOUCESTER ADVENTURE
    PO BOX 1306
    GLOUSTER,MA019311306     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    GOOD SHEPARD FOOD BANK
    PO BOX 587
    AUBURN,ME04211     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    GOOD THEATER
    76 CONGRESS ST
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    GOODWILL INDUSTRIES OF NORTHERN NEW ENGLAND
    75 WASHINGTON AVE STE 300
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    GREATER PORTLAND LANDMARKS
    165 STATE STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    GREEN MOUNTAIN HORSE ASSOCIATION
    5491 SOUTH ROAD
    WOODSTOCK,VT05071     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    GREY BEARS
    2710 CHANTICLEER AVE
    SANTA CRUZ,CA95065     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,727
    GULF OF MAINE RESEARCH INSTITUTE
    350 COMMERCIAL STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    HABITAT FOR HUMANITY GREATER SAN FRANCISCO OFFICE
    500 WASHINGTON STREET SUITE 250
    SAN FRANCISCO,CA94111     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,200
    HABITAT FOR HUMANITY OF GREATER PORTLAND
    659 WARREN AVENUE
    PORTLAND,ME04103     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    HABITAT FOR HUMANITY OF SANTA CRUZ COUNTY
    PO BOX 8412
    SANT CRUZ,CA95061     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,727
    HAMILTON HOUSING AUTHORITY
    121 RAILROAD AVE
    HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    HAMILTON-WENHAM EDUCATION FUND
    PO BOX 2433
    S HAMILTON,MA01982     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    HAWAII MARINE MAMMAL ALLIANCE
    150 HAMAKUA DRIVE 350
    KAULUA,HI96734     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 6,000
    HEAL THE BAY
    1444 9TH STREET
    SANTA MONICA,CA90401     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,955
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE
    LITTLE ROCK,AR72202     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    HEIFER PROJECT INTERNATIONAL
    1 WORLD AVENUE PO BOX 8058
    LITTLE ROCK,AR72202     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,636
    HOSPICE OF SOUTHERN MAINE
    465 CONGRESS STREET STE 600
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 20,000
    IMMIGRANT LEGAL ADVOCACY
    PO BOX 17917
    PORTLAND,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    INTEROOTS INITIATIVE
    67 N LOGAN ST UNIT D2
    DENVER,CO80203     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    IPSWICH FAMILY YMCA & ROWLEY CAMPUS CO GERRY BEAUCHAMP
    110 COUNTY ROAD
    IPSWICH,MA01938     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    IRIS NETWORK
    185 PARK AVE
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    IUPUI
    PO BOX 7072
    INDIANPOLIS,IN46207     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 909
    JACKIE ROBINSON FOUNDATION
    75 VARICK STREET 2ND FL
    NEW YORK,NY100131917     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    JACOB'S HEART CHILDREN'S CANCER SUPPORT
    680 W BEACH ST
    WATSONVILLE,CA95076     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    JANE GOODALL INSTITUTE
    1595 SPRING HILL ROAD 550
    VIENNA,VA22182     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    JESSIE B-C FUND
    254 FORESIDE ROAD
    CUMBERLAND FORESIDE,ME044101124     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    JOHNNY MILLER CHAMP FOUNDATION
    162 BONNIEBROOK DR
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    JUILLIARD SCHOOL OF MUSIC
    60 LINCOLN CENTER PLAZA
    NEW YORK,NY100236588     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    KATE RISLEY FOUNDATION
    29 COLOMBUS AVE
    NORTHAMPTON,MA010604252     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    KAZU
    100 BUILDING 201 ROOM 317
    SEASIDE,CA93955     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,228
    KENTS HILL SCHOOL
    1614 MAIN STREET
    KENTS HILL,ME04349     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    KIEVE AFFECTIVE EDUCATION INC
    PO BOX 169
    NOBLEBORO,ME045550169     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    KIVA
    875 HOWARD STREET SUITE 340
    SAN FRANCISCO,CA94103     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    KONBIT SANTE CAP-HAITIEN HEALTH
    295 SPRING ST
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    LAKE FOREST COLLEGE
    555 NORTH SHERIDAN ROAD
    LAKE FOREST,IL60045     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    LAND TRUST OF SANTA CRUZ COUNTY
    617 WATER STREET
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    LATINO JUSTICE PRLDEF
    475 RIVERSIDE DR SUITE 1901
    NEW YORK,NY10115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    LIFE LAB SCIENCE PROGRAM
    1156 HIGH ST
    SANTA CRUZ,CA95064     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    LONG ISLAND COMMUNITY CENTER REVITALIZATION PROJECT
    PO BOX 263
    LONG ISLAND,ME04050     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    LONG ISLAND LIBRARY
    PO BOX 252
    LONG ISLAND,ME04050     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    LOON PRESERVATION COMM
    183 LEES MILL RD
    MOULTONBOROUGH,NH03254     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MADD
    118 E JOHN CARPENTER
    IRVING,TX75062     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    MAINE ACADEMY OF FAMILY PHYSICIANS
    PO BOX 424
    HARTLAND,ME04943     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    MAINE AUDOBON SOCIETY
    20 GISLAND FARM ROAD
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MAINE COAST HERITAGE TRUST
    ONE MAIN STREET
    TOPSHAM,ME04086     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MAINE COLLEGE OF ART
    522 CONGRESS STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MAINE FARMLAND TRUST
    97 MAIN STREET
    BELFAST,ME04915     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MAINE HISTORICAL SOCIETY
    489 CONGRESS STREET
    PORTLAND,ME041013498     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MAINE HUTS AND TRAILS
    375 MAIN STREET
    KINGFIELD,ME04947     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MAINE NARROW GAUGE RAILROAD & MUSEUM
    58 FORE STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    MAINE STATE MUSIC THEATRE
    22 ELM STREET
    BRUNSWICK,ME04011     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    MASSACHUSETTS AUDOBON SOCIETY
    20 GISLAND FARM RD
    FALMOUTH,ME04105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MASSACHUSETTS EYE & EAR INFIRMARY
    243 CHARLES STREET
    BOSTON,MA02114     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MASSACHUSETTS SPECIAL OLYMPICS ASSOCIATION
    512 FOREST STREET
    MALBOROUGH,MA01752     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MEDIC ALERT FOUNDATION
    101 LANDER AVENUE
    TURLOCK,CA95380     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    MERCY HOSPITAL
    144 STATE STREET
    PORTLAND,ME041013795     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MMC
    22 BRAMHALL STREET
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    MMC
    22 BRAMHALL STREET
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MONTEREY BAY AQUARIUM FOUNDATION
    886 CANNERY ROW
    MONTEREY,CA93940     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    MONTSERRAT COLLEGE OF ART
    23 ESSEX STREET
    BEVERLY,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MOSS LANDING MARINE LAB
    8272 MOSS LANDING RD
    MOSS LANDING,CA95039     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    MSPCA ANGELL HEADQUARTERS
    350 SOUTH HUNTINGTON AVENUE
    BOSTON,MA02130     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    MUSCULAR DYSTROPHY ASSOCIATION (MDA)
    161 N CLARK SUITE 3550
    CHICAGO,IL60601     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    MUSEUM OF FINE ARTS
    465 HUNTINGTON AVENUE
    BOSTON,MA02115     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    MUSEUM OF MODERN ART
    11 WEST 53RD STREET
    NEW YORK,NY10019     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    MY LIFE MY CHOICE
    989 COMMONWEALTH AVENUE
    BOSTON,MA02215     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NAACP LEGAL DEFENSE & EDUCATIONAL FUND INC
    40 RECTOR ST 5TH FLOOR
    NEW YORK,NY10006     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    NAMI CAPE ANN CO NATIONAL ALLIANCE ON MENTAL ILLNESS
    43 GLOUCESTER AVE ROOM 2A
    GLOUCESTER,MA01931     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    NAPA HUMANE SOCIETY
    3265 CALIFORNIA BLVD
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    NAPA VALLEY COLLEGE FOUNDATION
    2277 NAPA-VALLEJO HIGHWAY
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    NAPA VALLEY COMMUNITY FOUNDATION
    3299 CLAREMONT WAY STE 2
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    NAPA VALLEY NURSERY SCHOOL
    641 RANDOLPH ST
    NAPA,CA94559     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    NATIONAL CHILDREN'S CANCER SOCIETY
    ONE SOUTH MEMORIAL DRIVE SUITE 800
    ST LOUIS,MO63102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    288 MAIN STREET
    LANDER,WY825203140     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 955
    NATIONAL OUTDOOR LEADERSHIP SCHOOL
    288 MAIN STREET
    LANDER,WY825203140     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    NATIONAL PARKS CONSERVATION ASSOCATION
    777 6TH STREET NW SUITE 700
    WASHINGTON,DC20001     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NATIVE ANIMAL RESCUE
    1855 17TH AVE
    SANTA CRUZ,CA95062     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 200
    NATURAL RESOURCES COUNCIL OF MAINE
    3 WADE STREET
    AUGUSTA,ME04330     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NATURE CONSERVANCY (THE NATIONAL)
    4245 N FAIRFAX DRIVE SUITE 100
    ARLINGTON,VA22203     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,819
    NEW ENGLAND AQUARIUM CORPORATION
    ONE CENTRAL WHARF
    BOSTON,MA021103309     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    NEW ENGLAND CONSERVATORY OF MUSIC
    290 HUNTINGTON AVENUE
    BOSTON,MA021155018     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    NOAH'S WISH
    PO BOX 4288
    EL DORADO HILLS,CA95762     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    NORTH BAY BMX
    1753 YELLOWSTONE STREET
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    NORTH SHORE COMMUNITY COLLEGE FOUNDATION
    1 FERNCROFT ROAD
    DANVERS,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NORTH SHORE ELDER SERVICES INC
    300 ROSEWOOD DRIVE SUITE 200
    DANVER,MA019233581     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NORTH SHORE HEALTH PROJECT
    67 MIDDLE STREET
    GLOUCESTE,MA019305763     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    NORTH SHORE UNITED WAY
    100 CUMMINGS CENTER SUITE 231-C
    341-D
    BEVERLY,MA01915     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    NORTHEAST ARC
    1 SOUTHSIDE ROAD
    DANVERS,MA01923     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    NORTHFIELD MOUNT HERMON SCHOOL
    ONE LAMLIGHTER WAY
    MOUNT HERMON,MA01354     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    OASIS SANCTUARY FOUNDATION
    PO BOX 2166
    SCOTTSDALE,AZ85252     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    OCEANSWIDE
    68 MAIN STREET
    NEWCASTLE,ME04553     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 273
    ON THE MOVE (VOICES NAPA)
    780 LINCOLN AVENUE
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    OPPORTUNITY ALLIANCE
    50 LYDIA LANE
    SOUTH PORTLAND,ME04106     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    OXFAM AMERICA
    226 CAUSEWAY ST
    BOSTON,MA02114     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    PAJARO VALLEY LOAVES AND FISHES
    150 SECOND STREET
    WATSONVILLE,CA95087     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,409
    PEABODY ESSEX MUSEUM
    161 ESSEX STREET
    SALEM,MA01970     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    PENINSULA OPEN SPACE TRUST
    222 HIGH STREET
    PALO ALTO,CA94301     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 455
    PINE STREET INN
    444 HARRISON AVE
    BOSTON,MA02118     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20077     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    PLANNED PARENTHOOD FEDERATION OF AMERICA
    PO BOX 97166
    WASHINGTON,DC20077     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,319
    PLANNED PARENTHOOD LEAGUE OF MASSACHUSETTS
    1055 COMMONWEALTH AVENUE
    BOSTON,MA022151001     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    PLANNED PARENTHOOD SANTA CRUZ
    1119 PACIFIC AVE
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 7,637
    PORTLAND LANDMARKS
    93 HIGH STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    PORTLAND MUSEUM OF ART
    SEVEN CONGRESS SQUARE
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    PORTLAND PUBLIC LIBRARY
    FIVE MONUMENT SQUARE STE 200
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    PORTLAND STAGE COMPANY
    25A FOREST AVENUE
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    PORTLAND SYMPHONY ORCHESTRA
    50 MONUMENT SQUARE
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    PREBLE ST RESOURCE CTR HOMELESS SHELTER
    38 PREBLE STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    PROCTOR ACADEMY
    PO BOX 500
    ANDOVER,NH03216     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    PROJECT FEED CO WOODFORDS CHURCH
    202 WOODFORD STREET
    PORTLAND,ME04103     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    PSR MAINE
    PO BOX 4744
    PORTLAND,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    QUEEN OF THE VALLEY MEDICAL CENTER
    1000 TRANCAS STREET
    NAPA,CA94558     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ROBERT LOUIS STEVENSON SCHOOL STEVENSON ANNUAL FUND
    3152 FOREST LAKE ROAD
    PEBBLE BEACH,CA93953     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,050
    ROSIE'S PLACE
    889 HARRISON AVENUE
    BOSTON,MA02118     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    SAFE
    PO BOX 206
    FREEPORT,ME04032     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    SALVATION ARMY
    297 CUMBERLAND AVE PO BOX 3575
    PORTLAND,ME04104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    SAN FRANCISCO BAYKEEPER
    1736 FRANKLIN STREET SUITE 800
    OAKLAND,CA94612     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 455
    SANTA CRUZ HUB FOR SUSTAINABLE TRANSPORTATION
    703 PACIFIC AVE
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    SANTA CRUZ MONTESSORI
    6230 SOQUEL DR
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,291
    SANTA CRUZ MONTESSORI
    6230 SOQUEL DRIVE
    APTOS,CA95003     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 8,267
    SCHOLARSHIP FUND SCHOLARSHIP FOR MAINE IMMIGRANTS
    PO BOX 281
    PORTLAND,ME04112     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    SCRAP
    801 TOLAND ST
    SAN FRANCISCO,CA94124     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    SECOND HARVEST FOOD BANK
    800 OHLONE PARKWAY
    WATSONVILLE,CA950767005     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,228
    SEEDS OF PEACE
    370 LEXINGTON AVENUE STE 1201
    NEW YORK,NY10017     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    SEEDS OF PEACE
    370 LEXINGTON AVENUE
    NEW YORK,NY10017     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 909
    SENIORS INDEPENDENT INC
    0275 CASTLE CREEK ROAD
    ASPEN,CO81611     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    SERVICE DOG PROJECT
    37 BOXFORD ROAD
    IPSWICH,MA01938     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000
    SMILE TRAIN INC
    633 3RD AVENUE 9TH FLOOR
    NEW YORK,NY10017     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    SNOWMASS COMMUNITY FUND
    PO BOX 5566
    SNOWMASS VILLAGE,CO81615     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    SNOWMASS-WILDCAT FIRE PROTECTION DISTRICT
    PO BOX 6436
    SNOWMASS VILLAGE,CO81615     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    SOCIETY FOR THE PROTECTION OF NH FORESTS
    54 PORTSMOUTH STREET
    CONCORD,NH033019965     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    SOUTHERN MAINE AGENCY ON AGING
    136 US ROUTE 1
    SCARBOROUGH,ME04074     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    SOUTHERN POVERTY LAW CENTER
    400 WASHINGTON AVE
    MONTGOMERY,AL36104     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    SPCA OF SANTA CRUZ
    PO BOX 3800
    SANTA CRUZ,CA95063     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    ST FRANCIS WILDLIFE ASSOCIATION
    PO BOX 38160
    TALLAHASSEE,FL323158160     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    ST LAWRENCE ARTS CENTER
    76 CONGRESS STREET
    PORTLAND,ME04101     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    STANFORD UNIVERSITY
    326 GALVEZ STREET
    STANFORD,CA943056105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    STANFORD UNIVERSITY
    DEVELOPMENT SERVICES PO BOX 20466
    STANFORD,CA943090466     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    SURFRIDER FOUNDATION
    942 CALLE NEGOCIO SUITE 350
    SAN CLEMENTE,CA92673     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    SURFRIDER FOUNDATION SANTA CRUZ CHAPTER
    2222 E CLIFF DR
    SANTA CRUZ,CA95062     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 955
    SUSAN B ANTHONY PROJECT
    179 WATER STREET
    TORRINGTON,CT067900846     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    TATE HOUSE MUSEUM
    1267 WESTBROOK ST
    PORTLAND,ME04102     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    THAYER SCHOOL OF ENGINEERING
    14 ENGINEERING DRIVE
    HANOVER,NH037559914     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    THE CARROLL CENTER FOR THE BLIND
    770 CENTRE STREET
    NEWTON,MA024582597     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 100
    THE COLORADO COLLEGE ANNUAL FUND
    PO BOX 1117
    COLORADO SPRINGS,CO809019897     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,004
    THE HAMILTON FOUNDATION CO TOWN HALL
    PO BOX 429
    HAMILTON,MA01936     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000
    THE NATURE CONSERVANCY OF CALIFORNIA
    201 MISSION ST FL 4
    SAN FRANCISCO,CA94105     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 8,547
    THE OPEN DOOR PLACE OF HOSPITALITY INC
    28 EMERSON AVENUE
    GLOUCESTER,MA019302583     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    THE PRESENTATION SCHOOL
    20872 BROADWAY
    SONOMA,CA95476     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000
    THE RIEKES CENTER FOR HUMAN ENHANCEMENT
    3455 EDISON WAY
    MENLO PARK,CA94025     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    THE SHOE THAT GROWS
    120 9TH AVENUE SUITE 110
    NAMPA,ID83651     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    THE UCSB FOUNDATION
    UCSB FOUNDATION C/O UCSB
    SANTA BARBARA,CA931061130     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 455
    TOYS FOR TOTS
    18251 QUANTICO GATEWAY DR
    TRIANGLE,VA22172     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    TROUT UNLIMITED SEBAGO CHAPTER
    PO BOX 623
    YARMOUTH,ME04096     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    TROUT UNLIMITED UNLT
    267 SCRIBNER HILL ROAD
    MANCHESTER,ME04351     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    TROUT UNLIMITED STEINBECK COUNTRY CHAPTER
    76 VALLE VISTA
    CARMEL VALLEY,CA93924     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,228
    TRUSTEES OF RESERVATIONS
    200 HIGH STREET
    BOSTON,MA02110     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 4,000
    UNIDOS US
    1126 16TH ST NW SUITE 600
    WASHINGTON DC,DC20036     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 10,000
    UNITED STATES EQUESTRIAN FEDERATION
    4047 IRON WORKS PARKWAY
    LEXINGTON,KY40511     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    UNITED WAY OF GREATER PORTLAND
    PO BOX 15200
    PORTLAND,ME041125200     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    UNIVERSITY OF ILLINOIS FOUNDATION
    1305 WEST GREEN STREET MC-386
    URBANA,IL61801     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    UNIVERSITY OF NEW ENGLAND GALLERY OF ART
    716 STEVENS AVENUE
    PORTLAND,ME04103     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 250
    UPPER VALLEY LAND TRUST
    19 BUCK RD
    HANOVER,NH037559914     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    VFW
    406 W 34TH STREET
    KANSAS CITY,MO64111     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    VITA VERDE NATURE EDUCATION
    3540 LA HONDA ROAD
    SAN GREGORIO,CA94074     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    VNA HOME HEALTH CARE
    144 STATE STREET
    PORTLAND,ME041019942     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    WALNUT AVE WOMEN'S CENTER
    303 WALNUT AVENUE
    SANTA CRUZ,CA95060     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    WATSONVILLE WETLANDS WATCH
    PO BOX 363
    FREEDOM,CA95019     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,500
    WELLSPRING HOUSE INC
    302 ESSEX AVENUE
    GLOUCESTER,MA01930     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 500
    WENHAM HISTORICAL ASSOCIATION & MUSEUM
    132 MAIN STREET
    WENHAM,MA01984     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 3,000
    WGBH EDUCATIONAL FOUNDATION
    ONE GUEST STREET
    BOSTON,MA02135     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 1,000
    WINDRUSH FARM THERAPEUTIC EQUITATION
    479 LACY STREET
    NORTH ANDOVER,MA01845     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 5,000
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON DC,DC20009     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    WORLD WILDLIFE FUND
    1250 24TH STREET NW
    WASHINGTON,DC20037     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 496
    WASHINGTON COMMUNITY FUND
    PO BOX 1213
    WASHINGTON,CT067930213     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    WORLD CENTRAL KITCHEN
    1342 FLORIDA AVE NW
    WASHINGTON DC,SD20009     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,500
    YWCA GREATER NEWBURYPORT
    13 MARKET STREET
    NEWBURYPORT,MA01950     		NONE PC FOR ORGANIZATION'S EXEMPT PURPOSES 2,000
    Total .................................bullet 3a 623,091
    bApproved for future payment
    Total .................................bullet 3b 0
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 12
    Part XVI-A
    Analysis of Income-Producing Activities
    Enter gross amounts unless otherwise indicated. Unrelated business income Excluded by section 512, 513, or 514 (e)
    Related or exempt
    function income
    (See instructions.)
    1Program service revenue: (a)
    Business code     		(b)
    Amount     		(c)
    Exclusion code     		(d)
    Amount
    a
    b
    c
    d
    e
    f
    gFees and contracts from government agencies          
    2 Membership dues and assessments....          
    3 Interest on savings and temporary cash
    investments ...........     		         
    4 Dividends and interest from securities....     14 274,777  
    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 ............     		    18 271,157  
    9 Net income or (loss) from special events:          
    10 Gross profit or (loss) from sales of inventory          
    11 Other revenue: a
    b
    c
    d
    e
    12 Subtotal. Add columns (b), (d), and (e).. 0 545,934 0
    13Total. Add line 12, columns (b), (d), and (e)..................
    13
    545,934
    (See worksheet in line 13 instructions to verify calculations.)
    Part XVI-B
    Relationship of Activities to the Accomplishment of Exempt Purposes
    Line No.
    DownArrow     		Explain below how each activity for which income is reported in column (e) of Part XVI-A contributed importantly to
    the accomplishment of the foundation’s exempt purposes (other than by providing funds for such purposes). (See
    instructions.)
    Form 990-PF (2020)
    Form 990-PF (2020)
    Page 13
    Part XVII
    Information Regarding Transfers To and Transactions and Relationships With Noncharitable Exempt Organizations
    1
    Did the organization directly or indirectly engage in any of the following with any other organization described in section 501(c) (other than section 501(c)(3) organizations) or in section 527, relating to political organizations?
    Yes
    No
    a
    Transfers from the reporting foundation to a noncharitable exempt organization of:
    (1) Cash...................................
    1a(1)
     
    No
    (2) Other assets.................................
    1a(2)
     
    No
    b
    Other transactions:
    (1) Sales of assets to a noncharitable exempt organization....................
    1b(1)
     
    No
    (2) Purchases of assets from a noncharitable exempt organization..................
    1b(2)
     
    No
    (3) Rental of facilities, equipment, or other assets.......................
    1b(3)
     
    No
    (4) Reimbursement arrangements...........................
    1b(4)
     
    No
    (5) Loans or loan guarantees.............................
    1b(5)
     
    No
    (6) Performance of services or membership or fundraising solicitations................
    1b(6)
     
    No
    c
    Sharing of facilities, equipment, mailing lists, other assets, or paid employees..............
    1c
     
    No
    d
    If the answer to any of the above is "Yes," complete the following schedule. Column (b) should always show the fair market value
    of the goods, other assets, or services given by the reporting foundation. If the foundation received less than fair market value
    in any transaction or sharing arrangement, show in column (d) the value of the goods, other assets, or services received.
    (a) Line No. (b) Amount involved (c) Name of noncharitable exempt organization (d) Description of transfers, transactions, and sharing arrangements
    2a
    Is the foundation directly or indirectly affiliated with, or related to, one or more tax-exempt organizations
    described in section 501(c) (other than section 501(c)(3)) or in section 527? ...........
    b
    If "Yes," complete the following schedule.

    (a) Name of organization (b) Type of organization (c) Description of relationship
    Sign Here
    Under penalties of perjury, I declare that I have examined this return, including accompanying schedules and statements, and to the best of my knowledge and belief, it is true, correct, and complete. Declaration of preparer (other than taxpayer) is based on all information of which preparer has any knowledge.
    Bullet Bullet
    May the IRS discuss this return
    with the preparer shown below?
    See instructions.
    Signature of officer or trustee Date Title
    Paid Preparer Use Only Print/Type preparer's name Preparer's Signature Date PTIN
    Firm's name SmallBullet
    		 Firm's EIN SmallBullet
    Firm's address SmallBullet


    		 Phone no.
    Form 990-PF (2020)
    Additional Data


    Software ID:  
    Software Version:  


    Form 990PF - Special Condition Description:
    Special Condition Description

    TY 2020 AccountingFeesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    TAX PREPARATION FEES 3,937 0   3,937

    TY 2020 InvestmentsCorpBondsSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Name of Bond End of Year Book Value End of Year Fair Market Value
    FRANKLIN TOTAL RETURN FD ADV DTD 06/20/84 289,802 304,185
    FRK LIBERTY SHORT DURATION US GOVT ETF 608,275 605,140
    ISHARES INTERMIDIATE CEDIT BOND ETF 136,029 157,565
    VANGUARD INTERMIDIATE TERM BOND FUND 175,221 192,664
    VANGUARD S/T INVEST GR ADM DTD 9/1/2009 279,269 288,075

    TY 2020 InvestmentsCorpStockSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Name of Stock End of Year Book Value End of Year Fair Market Value
    AMERICAN WATER WORKS CO INC 150,830 260,899
    ANALOG DEVICES INC 139,068 306,540
    APPLE INC 37,463 530,760
    ASTRAZENECA PLC SPONS ADR 135,641 189,962
    BANK OF AMERICA CORP 295,436 281,883
    BLACKROCK INC 55,113 216,462
    CHEVRON CORP 46,499 48,559
    CISCO SYSTEMS INC 141,687 252,838
    COMACAST CORP CL A 98,513 157,200
    CVS HEALTH CORP 99,820 129,770
    DOMINION ENERGY INC 199,201 210,560
    DUKE ENERGY CORP 144,614 151,074
    HONEYWELL INTL INC 159,405 233,970
    J P MORGAN CHASE & CO 197,881 393,917
    JOHNSON & JOHNSON CO 197,126 236,070
    MCDONALD'S CORP 125,696 150,206
    MEDTRONIC PLC 139,395 199,138
    MERCK & CO INC 273,897 343,560
    MICROCHIP TECHNOLOGY INC 66,973 317,653
    MICROSOFT CORP 154,953 778,470
    MORGAN STANLEY 150,870 212,443
    NESTLE S A SPONSORED ADR REPSTG REG SH 173,017 353,400
    NEXTERA ENERGY INC 289,064 524,620
    PEPSICO INC 157,552 207,620
    PFIZER INC 158,014 184,050
    PROCTER & GAMBLE CO 142,469 208,710
    RAYTHEON CO NEW 46,236 46,482
    STARBUCKS CORP 179,195 299,544
    TARGET CORP 90,360 229,489
    TELUS CORP 180,623 198,000
    TEXAS INSTRUMENTS INC 202,020 295,434
    UNITEDHEALTH GROUP INC 101,507 149,039
    VERIZON COMMUNICATIONS INC 99,099 105,750
    WALMART INC 174,596 273,885
    AIR PRODUCTS & CHEMICALS INC 96,499 122,949
    CONSTELLATION BRANDS INC CL A 83,012 104,049
    CROWN CASTLE INTERNATIONAL CORP 342,269 312,808
    ECOLAB INC 88,176 108,180
    VIATRIS INC 8,709 11,619

    TY 2020 InvestmentsOtherSchedule2
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Category/ Item Listed at Cost or FMV Book Value End of Year Fair Market Value
    FRANKLIN K2 ALTERNATIVE STGIES FUND CL Z AT COST 821,286 924,695

    TY 2020 OtherExpensesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Description Revenue and Expenses per Books Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    ADR FEES 197 197   0


    TY 2020 OtherIncreasesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Description Amount
    FACTORED MUTUAL FUND ADJUSTMENT 142
    RETURN OF CAPITAL COST ADJUSTMENT 2,373


    TY 2020 OtherProfessionalFeesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    INVESTMENTS MANAGEMENT FEES 57,782 46,226   11,556
    ANNUAL FILING FEE 0 0   0


    TY 2020 TaxesSchedule
    Name:
    THE APPLE LANE FOUNDATION INC 14101830
    EIN:
    06-1501640
    Category Amount Net Investment Income Adjusted Net Income Disbursements for Charitable Purposes
    FOREIGN TAXES 4,056 4,056   0
    FEDERAL EXCISE TAX 15,000 0   0